Spinnaker Trust
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Spinnaker Trust Employees
Spinnaker Trust April 2005 - Present
Skills
Litigation, Portfolio Management, Microsoft Office, Public Speaking, Nonprofits, Estate Planning, Investments, Banking, Customer Service, Trusts, Financial Analysis, Asset Management, Due Diligence, Real Estate
Education
Michigan State University 1981 — 1985
Bachelor of Science
University of California, Irvine
Paralegal Studies
Spinnaker Trust January 2011 - Present
Charter Oak Capital Management February 2009 - January 2011
Fidelity Investments July 1992 - February 2009
CSA Financial Corp June 1989 - April 1991
BAII Banking Corporation 1985 - 1988
Skills
Investments, High Net Worth..., Strategic Financial..., Series 7, Series 63, Investment Advisory, Mutual Funds, Series 65
Education
College of the Holy Cross 1981 — 1985
BA, Economics/French
Le Sorbonne 1983 — 1984
West Essex 1978 — 1981
IDEXX Laboratories May 2015 - Present
HM Payson & Co December 2014 - May 2015
Spinnaker Trust November 2012 - December 2014
Servpro Industries April 2009 - November 2012
Merrill Lynch 2005 - 2009
Eaton Vance 2002 - 2005
Tucker Anthony 1999 - 2002
Skills
Microsoft Office, Customer Service, Sales, Event Planning, Strategic Planning, Social Networking, Social Media Marketing, New Business Development, Marketing Strategy, Event Management, Training, Coaching, Project Management, Facebook
Education
East Carolina University 1992 — 1996
Bachelor of Science (B.S.)
Bank of America May 2015 - Present
Mercy Hospital - Eastern Maine Hospital Systems September 2013 - Present
Spinnaker Trust December 2011 - June 2013
US Trust June 2005 - December 2011
Charles Schwab February 2000 - June 2005
Skills
Wealth Management, Portfolio Management, Investments, Private Banking, Trust Services, Brokerage, High Net Worth..., Loans, Investment Management, Finance, Series 7, Asset Allocation, Asset Management, Management, Credit, Banking, Investment Advisory, Mutual Funds, Financial Services, Securities, Financial Advisory, Equities, Wealth Management..., Retirement
Education
Framingham State University 1981 — 1985
BA, Economics
Harpswell Capital Advisors July 2013 - Present
HeadInvest, LLC September 2010 - June 2013
Spinnaker Trust July 2007 - July 2010
Maine Bank & Trust July 2001 - July 2007
Skills
Portfolio Management, Investments, Wealth Management, Equities, Banking, Financial Analysis, Strategic Financial..., Microsoft Office, Suntrust Charlotte, Metavante, Axys, Asset Managment, Bonds, Series 7, Mutual Funds, Securities, Options, Loans, Bloomberg, Trading, Investment Management, Pershing, Alternative Investments, Start-ups, Operations Management, Series 65, Asset Management
Education
Rochester Institute of Technology 2000 — 2002
Computer Engineering
Greely High School 1996 — 2000
Digitalsmiths - A TiVo Company June 2015 - Present
Duke University August 2011 - May 2015
Institute for Defense Analyses June 2014 - August 2014
MaxPoint May 2013 - August 2013
Spinnaker Trust June 2010 - July 2010
Maine INBRE April 2009 - June 2009
Skills
Statistical Modeling, Bayesian statistics, R, C++, Matlab, Markov Chain Monte Carlo, Python, High dimensional data..., Data Mining
Education
Duke University 2011 — 2015
Doctor of Philosophy (PhD), Statistical Science
Bates College 2007 — 2011
Bachelor of Science (BS), Mathematics
Spinnaker Trust December 2012 - Present
Ram Trust Services February 2003 - December 2012
Ram Trust Services January 2010 - May 2012
Atlantic Financial Services of Maine, Inc. January 2010 - January 2011
Skills
Efficiency, Organizational..., Positive Can-do Attitude, Notary Public, Training, Event Planning, Project Planning, Human Resources, Customer Service, Research
Education
University of Maine at Farmington 1990 — 1994
BS, Secondary Education, Geography Concentration, 3.8 GPA
SPINNAKER TRUST April 2011 - Present
Fidelity Investments November 2007 - July 2011
The Boston Company Asset Management, LLC July 2006 - November 2007
Citi March 2006 - June 2006
Ariel Capital Management May 2005 - September 2005
WELLINGTON MANAGEMENT COMPANY, LLP October 2000 - August 2004
WELLINGTON MANAGEMENT COMPANY August 1999 - October 2000
Skills
Investments, Equities, Equity Research, Emerging Markets, Portfolio Management, Asset Allocation, Mutual Funds, Valuation, Financial Modeling, Quantitative Finance, Due Diligence, Trading, Competitive Analysis, Investment Management, Wealth Management, Asset Management
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA
Wheaton College (MA) 1995 — 1999
B.A.
Bonny Eagle 1992 — 1996
St. Germain Investment Management September 2015 - Present
Berkshire Bank April 2014 - September 2015
Spinnaker Trust June 2010 - March 2014
Skills
Investments, Portfolio Management, Mutual Funds, Series 7, Wealth Management, Strategic Financial..., Due Diligence, Bloomberg
Education
Bowdoin College 2004 — 2008
Bachelor of Arts (BA), Economics
Spinnaker Trust August 2012 - Present
Perkins Thompson July 2002 - August 2012
Pine Grove Child Development Center August 1999 - June 2001
Saint Augustine Lighthouse & Museum May 1997 - December 1998
Portland Museum of Art 1993 - 1995
Skills
Trusts, Estate Planning, Litigation, Fiduciary, High Net Worth..., Microsoft Office, Public Speaking, Wealth Management..., Social Media, Legal Research, Legal Writing, Estate Administration, Customer Service, Courts, Civil Litigation
Education
Berwick Academy 1981 — 1983
Smith College
Bachelor of Arts (A.B.), French Studies
Western Kentucky University
Master of Arts (M.A.), Folk Studies
Spinnaker Trust November 2009 - Present
TD Wealth Management July 2005 - November 2009
HM Payson & Co May 1998 - July 2005
Skills
Investment Management, Banking, Wealth Management, Equities, Investments, Trusts, Mutual Funds, IRAs
Education
Ascenus IRA Fall Forum 2014 — 2014
Ascenus IRA Fall Forum 2014 — 2014
Cannon Financial Institute 2007 — 2011
Trust School
Elmira College 1994 — 1998
Business Administration, Management
Ascenus IRA Fall Forum
Ascenus IRA Fall Forum
Ascenus IRA Fall Forum
HM Payson & Co June 2015 - Present
Spinnaker Trust May 2011 - June 2015
Ram Trust Company February 2005 - May 2011
Skills
Operations Management, Banking, Financial Analysis, Compliance, Due Diligence, Team Leadership, Microsoft Office, Real Estate
Education
Plymouth State University 1994 — 1998
Bachelor's degree
Deering High School 1991 — 1994
HeadInvest, LLC September 2014 - Present
Independent January 2014 - September 2014
Spinnaker Trust May 2001 - January 2014
Andover College (now Kaplan University) 1995 - 2005
MaineHealth 1998 - 2001
Pierce Atwood September 1991 - February 1998
Skills
Leadership, Client Service, Team Leadership, Mentoring, Training, Organizational..., Team Building, Project Management, Management, Public Speaking, Nonprofits, Fundraising, Investments, Asset Management, Marketing, Accounting, Process Improvement, Banking
Education
Bates College
Bachelor of Arts (B.A.)
Husson University
Master of Science (M.S.)
Cannon Tax School
Certificate of Completion
Maine Angels 2008 - Present
Maine College of Art 2005 - Present
LaunchPad Venture Group 2012 - January 2015
Spinnaker Trust August 2008 - January 2015
Eli Lilly July 1973 - February 2001
Tuck School of Business at Dartmouth College 1971 - 1973
Skills
Treasury Management, Private Equity, Cash Management, Portfolio Management, Structured Products, Due Diligence, Capital Markets, Investments, Equities, Asset Management
Education
The Tuck School of Business at Dartmouth 1971 — 1973
MBA, Finance
Bowdoin College 1966 — 1970
AB, Economics
Purdy Powers & Company October 2014 - Present
Mackitraz Baking Company August 2014 - Present
Foley's Cakes, Inc. April 2011 - August 2014
Spinnaker Trust March 2008 - May 2011
Acadia Trust, N.A. August 2002 - March 2008
Foley's Bakery May 1997 - July 2002
Skills
Investments, Wealth Management, Asset Managment, Banking, Financial Analysis, Account Reconciliation, Mutual Funds, Asset Management, Portfolio Management, Sales
Education
University of Notre Dame 1985 — 1986
Electrical Engineering
St. Joseph's College (IN) 1982 — 1986
BS - Math/Physics, Electrical Engineering
Spinnaker Trust June 2008 - Present
Skills
Estate Planning, Estate Administration, Tax, Investments, Wealth, Estate Law, Trusts, Wealth Management..., Corporate Law, LLC, Due Diligence, Litigation
Education
Harvard Law School 1998 — 2001
JD
Duke University 1994 — 1998
BA, History
Falmouth High School 1990 — 1994
Spinnaker Trust February 2012 - Present
WEX Inc. (NYSE: WEX) September 2009 - February 2012
Citigroup 2004 - 2008
Unum 2003 - 2004
Forum Financial Group 2002 - 2003
Skills
Portfolio Management, Alternative Investments, Mutual Funds, Strategy, Financial Analysis, Equities, Strategic Financial..., Due Diligence, Financial Modeling, Banking, Bloomberg, Financial Reporting, Tax, Investments, Corporate Finance
Education
Thomas College 1998 — 2002
Bachelors, Finance/Economics
Spinnaker Trust May 2011 - Present
State of Maine January 2008 - December 2010
Citi May 2007 - December 2007
Skills
Auditing, Accounting, Account Reconciliation, Tax, Microsoft Office, QuickBooks, Citrix, Bloomberg, Financial Analysis, Banking, Nonprofits, Asset Management, Team Leadership, Tax Preparation, General Ledger, Public Speaking, Internal Controls, Financial Reporting, Asset Allocation, Access, Securities, Coaching, Finance, Financial Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Customer Satisfaction, Leadership
Education
University of Southern Maine - School of Business 2005 — 2007
Bachelor's degree, Business Administration and Management, General, 3.0
University of Maine at Augusta 2002 — 2003
Associate's degree, Criminal Justice and Corrections, 3.16
Spinnaker Trust August 2010 - Present
Lowell Consulting July 2009 - August 2010
Ram Trust Services April 1984 - June 2009
The Corporate Library October 2003 - June 2006
Atlantic Bank and Trust 1994 - 1996
Skills
Strategic Planning, Mergers, Due Diligence, Compliance
Education
School name:
University of New England
BA, Business Administration and Management, General
Spinnaker Trust September 2010 - Present
Baker Newman Noyes January 2005 - August 2010
Skills
Tax, Accounting, Corporate Tax, Income Tax, International Tax, Tax Accounting, Tax Advisory, Tax Research, Personal Tax Planning, CPA, Tax Preparation
Education
University of Maine School of Law 2003 — 2006
J.D., Tax Law
Seaway Investment Management August 2014 - Present
Spinnaker Trust November 2012 - June 2014
Alliance Bernstein 1990 - 2012
Skills
Hedge Funds, Equities, Fixed Income, Derivatives, Asset Managment, Trading, Portfolio Management, Investments, Investment Management, Alternative Investments, Investment Strategies, Economics, Wealth Management, Investment Advisory, Asset Management, Mutual Funds, Equity Trading, Securities, Asset Allocation, Trading Systems, Commodity, Electronic Trading
Education
Northeastern University
Spinnaker Trust December 2013 - Present
Portland Global Advisors January 2002 - December 2013
UBS Wealth Management January 1998 - January 2002
Skills
Investments, Portfolio Management, Asset Management, Equities, Mutual Funds, Wealth Management, Financial Services, Financial Analysis, Banking, Securities
Education
Hamilton College 1989 — 1993
Bachelor of Science (B.S.), Government
North Yarmouth Academy 1986 — 1989