Spinnaker Trust

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Spinnaker Trust Employees

Employee
Years
Job
Industry
Nancy Wulbrecht Nancy Wulbrecht Falmouth, Maine Details
Nancy Wulbrecht's Spinnaker Trust Experience April 2005 - Present
Job Executive Assistant and Board Liaison at Spinnaker Trust
Industry Financial Services
Experience
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

Cynthia C. O'Rourke, CFP® Cynthia C. O'Rourke, CFP® Portland, Maine Area Details
Cynthia C. O'Rourke, CFP®'s Spinnaker Trust Experience January 2011 - Present
Job Senior Vice President/Senior Client Advisor
Industry Financial Services
Experience
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

Danielle (Marini) Lamey Danielle (Marini) Lamey Portland, Maine Details
Danielle (Marini) Lamey's Spinnaker Trust Experience November 2012 - December 2014
Job Client Services Project Manager
Industry Biotechnology
Experience
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.)

Erick Lahme Erick Lahme Boston, Massachusetts Details
Erick Lahme's Spinnaker Trust Experience December 2011 - June 2013
Job Client Relationship Manager at Bank of America
Industry Banking
Experience
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

Christopher Wiers Christopher Wiers South Portland, Maine Details
Christopher Wiers's Spinnaker Trust Experience July 2007 - July 2010
Job Vice President, Operations at Harpswell Capital Advisors
Industry Financial Services
Experience
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

Brian St. Thomas Brian St. Thomas Raleigh-Durham, North Carolina Area Details
Brian St. Thomas's Spinnaker Trust Experience June 2010 - July 2010
Job Data Scientist at Digitalsmiths A TiVo Company
Industry Higher Education
Experience
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

Carolyn Woronoff Carolyn Woronoff Portland, Maine Area Details
Carolyn Woronoff's Spinnaker Trust Experience December 2012 - Present
Job Manager
Industry Financial Services
Experience
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

Jessamyn Larrabee Norton, CFA Jessamyn Larrabee Norton, CFA Portland, Maine Area Details
Jessamyn Larrabee Norton, CFA's Spinnaker Trust Experience April 2011 - Present
Job
Industry Investment Management
Experience
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

Thaddeus Welch Thaddeus Welch Springfield, Massachusetts Details
Thaddeus Welch's Spinnaker Trust Experience June 2010 - March 2014
Job Portfolio Manager at St. Germain Investment Management
Industry Investment Management
Experience
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

Michele Pezzuti-Morse Michele Pezzuti-Morse Portland, Maine Details
Michele Pezzuti-Morse's Spinnaker Trust Experience August 2012 - Present
Job Account Administrator at Spinnaker Trust
Industry Law Practice
Experience
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

Karen Philbrick Hamblen Karen Philbrick Hamblen Portland, Maine Area Details
Karen Philbrick Hamblen's Spinnaker Trust Experience November 2009 - Present
Job Senior Account Administrator at Spinnaker Trust
Industry Investment Management
Experience
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

Derek Blackburn Derek Blackburn Portland, Maine Details
Derek Blackburn's Spinnaker Trust Experience May 2011 - June 2015
Job Director of Operations at HM Payson & Co
Industry Financial Services
Experience
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

Felicia Garant Felicia Garant Portland, Maine Area Details
Felicia Garant's Spinnaker Trust Experience May 2001 - January 2014
Job
Industry Financial Services
Experience
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

Ralph Harding Ralph Harding Portland, Maine Area Details
Ralph Harding's Spinnaker Trust Experience August 2008 - January 2015
Job Retired
Industry Financial Services
Experience
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

Molly Foley Molly Foley Portland, Maine Details
Molly Foley's Spinnaker Trust Experience March 2008 - May 2011
Job Accounts Receivable Coordinator
Industry Retail
Experience
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

Amanda (Vamvakias) Rand Amanda (Vamvakias) Rand Portland, Maine Area Details
Amanda (Vamvakias) Rand's Spinnaker Trust Experience June 2008 - Present
Job
Industry Financial Services
Experience
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

Kati Morrell Kati Morrell Portland, Maine Area Details
Kati Morrell's Spinnaker Trust Experience February 2012 - Present
Job Assistant Portfolio Manager at Spinnaker Trust
Industry Investment Management
Experience
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

John Violette John Violette Portland, Maine Area Details
John Violette's Spinnaker Trust Experience May 2011 - Present
Job Trust Operations Administrator at Spinnaker Trust
Industry Financial Services
Experience
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

Karen Lowell Karen Lowell Portland, Maine Area Details
Karen Lowell's Spinnaker Trust Experience August 2010 - Present
Job Chief Compliance Officer at Spinnaker Trust
Industry Financial Services
Experience
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

James Gaddis James Gaddis Portland, Maine Area Details
James Gaddis's Spinnaker Trust Experience September 2010 - Present
Job Senior Tax Advisor
Industry Accounting
Experience
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

Robert Felvinci Robert Felvinci Portland, Maine Details
Robert Felvinci's Spinnaker Trust Experience November 2012 - June 2014
Job President at Seaway Investment Management
Industry Investment Management
Experience
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

Drew Oestreicher Drew Oestreicher Portland, Maine Details
Drew Oestreicher's Spinnaker Trust Experience December 2013 - Present
Job Vice President, Senior Relationship Manager at Spinnaker Trust
Industry Financial Services
Experience
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