The Bryn Mawr Trust Company

Industry: Financial services company

Description

Headquarters: Bryn Mawr, PA CEO: Frank J. Leto (Jan 1, 2015–) SVP: Patrick M. Killeen CFO: Michael W. Harrington Founded: 1889 Parent organization: Bryn Mawr Bank Corporation

The Bryn Mawr Trust Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Bryn Mawr Trust Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.

The Bryn Mawr Trust Company Salaries. You can even request information on how much does The Bryn Mawr Trust Company pay if you want to. Learn about salaries, pros and cons of working for The Bryn Mawr Trust Company directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

156 The Bryn Mawr Trust Company employees in database. Find out everything there's to know about The Bryn Mawr Trust Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

The Bryn Mawr Trust Company Employees

Employee
Years
Job
Industry
Brian Cannelongo Brian Cannelongo Middletown, Delaware Details
Brian Cannelongo's The Bryn Mawr Trust Company Experience November 2012 - June 2015
Job CNB Commercial Lending
Industry Banking
Experience
CNB Bank  June 2015 - Present
The Bryn Mawr Trust Company   November 2012 - June 2015
First Bank of Delaware  December 2010 - November 2012
WSFS Bank  July 2005 - November 2010

Skills
Customer Relations, Customer Service, Negotiation, Excel, Portfolio Management, Credit, Team Building, Loans, Coaching, Public Speaking, Sales Management, Mentoring, Leadership Development, Non-profits, Advertising, New Business Development, Banking, Risk Management, Microsoft Excel, Nonprofits, Strategic Planning, Management, Leadership, Business Development, Financial Analysis, Commercial Lending

Education
University of Delaware   1993 — 1997

Jessica Abromaitis Jessica Abromaitis Greater Philadelphia Area Details
Jessica Abromaitis's The Bryn Mawr Trust Company Experience March 2015 - Present
Job Fraud Analyst at Bryn Mawr Trust | Open to Opportunities in Fraud Detection & Loss Prevention
Industry Banking
Experience
The Bryn Mawr Trust Company   March 2015 - Present
Susquehanna Bank  February 2014 - March 2015
Susquehanna Bank  March 2013 - February 2014
PNC  October 2012 - March 2013

Skills
Banking, Fraud Prevention, Fraud Detection, Anti Money Laundering, Loss Prevention, Loss Prevention..., Bank Reconciliation, Branch Banking, Teller Operations, Cash Management, Retail Banking, Fraud, Bank Secrecy Act

Education
Temple University   2010 — 2012
Bachelor's degree, Criminal Justice and Corrections

Shippensburg University of Pennsylvania   2008 — 2010

Alisha Stull Alisha Stull State College, Pennsylvania Details
Alisha Stull's The Bryn Mawr Trust Company Experience May 2014 - August 2014
Job Student at Penn State University
Industry
Experience
DuPont  May 2015 - August 2015
The Bryn Mawr Trust Company   May 2014 - August 2014

Skills
Microsoft Office, Leadership, Microsoft Excel, Data Analysis, Time Management, Public Speaking, Team Leadership, Strategic Planning, Windows, Project Management, Photoshop, Outlook, Social Media, Access, English, Sales, Analysis

Education
Penn State University   2012 — 2016
Bachelors of Science, Finance

Universitat Autònoma de Barcelona   2014 — 2014
International Business

Patrick J Owens Patrick J Owens Norristown, Pennsylvania Details
Patrick J Owens's The Bryn Mawr Trust Company Experience December 2014 - Present
Job Branch Manager at The Bryn Mawr Trust Company
Industry Banking
Experience
The Bryn Mawr Trust Company   December 2014 - Present
Citizens Bank  2013 - December 2014
TD  1998 - January 2013
Commerce Bank  1998 - 2008
Commonwealth Savings Bank   1996 - 1998
First Union  1986 - 1991

Skills
Customer Service, Sales Growth, Building Relationships, Teamwork, Loans

Education
Bucks County Community College
Banking and Financial Support Services

Methacton High School

Montgomery County Community College
Business Administration and Management, General

John Grib, CFA, CFP ® John Grib, CFA, CFP ® Greater Philadelphia Area Details
John Grib, CFA, CFP ®'s The Bryn Mawr Trust Company Experience 1998 - 2007
Job Founder and Principal at Northport Investment Management, LLC
Industry Investment Management
Experience
Northport Investment Management, LLC   2008 - Present
Pennsylvania Trust Company   2007 - 2008
The Bryn Mawr Trust Company   1998 - 2007
Meridian / CoreStates Asset Management   1991 - 1998

Skills
Wealth Management, Investments, Portfolio Management, Equities, Fixed Income, ETFs, Mutual Funds, Financial Planning, Retirement Planning, Estate Planning, Trusts

Education
Lehigh University - College of Business and Economics
Bachelor of Science (B.S.), Accounting and Finance

Tom Petro Tom Petro Greater Philadelphia Area Details
Tom Petro's The Bryn Mawr Trust Company Experience 1992 - 2001
Job CEO, Fox Chase Bank Creative financing and cash management solutions for middle market and small businesses
Industry Banking
Experience
Fox Chase Bank  June 2005 - Present
BizEquity  August 2014 - Present
Northeast Pennsylvania Financial Corp   2003 - 2005
S.R. Snodgrass, A.C.   2002 - 2003
Bryn Mawr Asset Management   July 1999 - October 2001
The Bryn Mawr Trust Company   1992 - 2001
Mellon Bank  1980 - 1986

Skills
Entrepreneurship, Banking, Strategy, Leadership, Commercial Banking, Strategic Planning, Executive Management, Enterprise Risk..., Finance, Commercial Lending, Cash Management, Commercial Mortgages, Mergers & Acquisitions, Portfolio Management, Financial Analysis, Due Diligence, Credit Risk, Financial Modeling, Treasury Management, Corporate Governance

Education
Point Park University
BS

Michael Mike Schreiber, MBA, PMP Michael Mike Schreiber, MBA, PMP Greater Philadelphia Area Details
Michael Mike Schreiber, MBA, PMP's The Bryn Mawr Trust Company Experience June 1988 - March 1996
Job ★FP&A ★M&A ★Project Management ★BPO ★SAP ★Shared Services ★Strategic & Tactical Leadership
Industry Pharmaceuticals
Experience
Impax Laboratories  September 2014 - Present
Benchmark Federal Credit Union   March 2013 - Present
Pfizer  November 2009 - September 2013
Wyeth  June 2006 - October 2009
Wyeth  August 2003 - May 2006
Wyeth  August 2000 - July 2003
Wyeth  April 1998 - July 2000
Wyeth  April 1996 - March 1998
The Bryn Mawr Trust Company   June 1988 - March 1996

Skills
Mergers & Acquisitions, Vendor Management, Outsourcing, Management, Project Management, Cross-functional Team..., Finance, Financial Analysis, Budgets, Process Improvement, Forecasting, Business Process, Internal Controls, Sarbanes-Oxley Act, Shared Services, SAP, Financial Reporting, Executive Management

Education
Saint Joseph's University
Master of Business Administration (M.B.A.), Finance

West Chester University of Pennsylvania
Bachelor of Science (B.S.), Economics and General Business (dual major)

Cardinal O'Hara High School

Robin Otto Robin Otto Greater Philadelphia Area Details
Robin Otto's The Bryn Mawr Trust Company Experience 2010 - Present
Job
Industry Banking
Experience
Robin Otto Coaching   2011 - Present
The Bryn Mawr Trust Company   2010 - Present
First Keystone Bank  2005 - 2010

Skills
Banking, Strategic Planning, Negotiation, Public Speaking, Business Development, Marketing, Coaching, Copywriting, Marketing Copy, Leadership, Real Estate, Sales, Small Business, Team Building, Management, Leadership Development, New Business Development, Strategy, Training, Nonprofits, Public Relations, Social Networking, Budgets, Event Management, Social Media

Education
The Habit Change Company   2010 — 2012
Certified Habit Change Coach and Credentialed through International Coaching Federation (ICF)

University of Delaware
Bachelor of Arts (B.A.), English/journalism

Martha Becker Martha Becker Exton, Pennsylvania Details
Martha Becker's The Bryn Mawr Trust Company Experience May 2007 - October 2011
Job Bank Manager
Industry Banking
Experience
Fulton Bank  October 2011 - September 2015
The Bryn Mawr Trust Company   May 2007 - October 2011
Wells Fargo  June 2002 - May 2007
Bank of America  March 2000 - June 2002
Wilmington Trust  January 1989 - May 1996

Skills
Loans, Commercial Banking, Banking, Finance, Cash Management, Investments, Small Business Lending, Customer Service, Credit, Commercial Lending, Wealth Management, Branch Banking, Residential Mortgages, Management, Sales, Mortgage Lending, Retail Banking, Consumer Lending, Loan Origination, Leadership, Cross Selling, Small Business, Portfolio Management, Credit Analysis, Financial Analysis, Lines Of Credit, Financial Services, Refinance, Sales Management, Series 6, Business Relationship...

Education
Penn State University
Bachelor of Science (BS), Finance and Financial Management Services

Jolaine Gero Jolaine Gero Columbia, Maryland Details
Jolaine Gero's The Bryn Mawr Trust Company Experience July 2008 - September 2013
Job Member Services Representative
Industry Financial Services
Experience
S3- Shared Service Solutions, LLC  August 2014 - Present
Aziza Crown   December 2010 - September 2013
The Bryn Mawr Trust Company   July 2008 - September 2013
Tutor  September 2010 - June 2011
Allstate  January 2008 - June 2008
Cabrini College  September 2005 - May 2008
The Goddard School  September 2005 - December 2007

Skills
Fundraising, Marketing, Insurance, Facebook, Sales, Customer Service, Selling, Networking, PowerPoint, Microsoft Office, Customer Retention, Microsoft Excel, Data Entry, Leadership, Public Speaking, Outlook, Microsoft Word, Social Networking, Account Management, Management, Teaching, Time Management, Customer Satisfaction, Training, Public Relations, Team Building

Education
Strayer University-Maryland   2013 — 2014
Master of Business Administration (MBA), Business Administration and Management, General

Cabrini College   2004 — 2008
Bachelors of Science, Marketing

Hammond High School   2000 — 2004
High School Diploma, Liberal Studies

Karin McCabe Karin McCabe Lebanon, Pennsylvania Details
Karin McCabe's The Bryn Mawr Trust Company Experience November 2012 - Present
Job Trust Tax Officer at The Bryn Mawr Trust Company
Industry Financial Services
Experience
The Bryn Mawr Trust Company   November 2012 - Present
The Bryn Mawr Trust Company   May 2011 - November 2012
Hershey Trust Company  November 2005 - May 2011
Hershey Trust Company  January 2002 - November 2005
Hidden Valley Golf Course   September 1997 - November 2001
County Chrysler   June 2000 - January 2001

Skills
IRA Compliance, Fiduciary Tax Return..., Individual Income Tax..., IRA Reporting, Record Retention..., IRA Rollover Rules, Accounting, Banking, Management, Wealth Management, Financial Services

Education
Kutztown University of Pennsylvania   2000 — 2001
Bachelor's degree, Business Administration and Management, General

Bloomsburg University of Pennsylvania   1996 — 2000

Blue Mountain High School   1992 — 1996

Joseph Panaro Joseph Panaro West Chester, Pennsylvania Details
Joseph Panaro's The Bryn Mawr Trust Company Experience November 2013 - Present
Job Vice President, Commercial Lending at The Bryn Mawr Trust Company
Industry Banking
Experience
The Bryn Mawr Trust Company   November 2013 - Present
Fulton Bank  March 2009 - November 2013
First National Bank of Chester County  March 2004 - February 2009
Citizens Bank  March 2001 - March 2004
Sovereign Bank  January 1995 - March 2001

Skills
Commercial Lending, Small Business Lending, Loans, Commercial Banking, Credit, Banking, Credit Analysis, Commercial Mortgages, Credit Risk, Portfolio Management, Lines Of Credit, Underwriting, Financial Analysis, SBA, Cash Management, Risk Management, Community Banking, SBA 504, C&I, C&I Lending, Retail Banking, Accounting, Insurance, Working Capital..., Mortgage Banking, Refinance, Real Estate, Bank Secrecy Act, Financial Structuring, Residential Mortgages, Relationship Management, Construction Loans, Deposits, Real Estate Economics, Executive Management, Branch Management, Mortgage Lending, Consumer Lending, Finance, Investments, Loan Origination, Financial Services, Asset Based Lending, Cross Selling

Education
St. Francis University   1996 — 1998
M.S., Finance

The Pennsylvania State University   1979 — 1983
Bachelor of Science, Finance

Erica Stefanik Erica Stefanik King Of Prussia, Pennsylvania Details
Erica Stefanik's The Bryn Mawr Trust Company Experience August 2013 - Present
Job Trust Operations Supervisor & Trust Officer at The Bryn Mawr Trust Company
Industry Financial Services
Experience
The Bryn Mawr Trust Company   August 2013 - Present
The Bryn Mawr Trust Company   February 2013 - August 2013
The Bryn Mawr Trust Company   November 2011 - February 2013
The Bryn Mawr Trust Company   March 2011 - November 2011
SEI Investments  May 2008 - March 2011
Commerce Bancorp  November 2004 - December 2005

Skills
Accounting, Wealth Management, Banking, Investments, Portfolio Management, Equities, Risk Management, Series 7, Retirement, Asset Managment, Strategic Financial..., Mortgage Lending, Trust Management, Process Improvement, Estate Planning, Financial Services, Asset Management

Education
Rosemont College   2013 — 2015
Master of Business Administration (MBA), Concentration- Finance

Gwynedd-Mercy College   2010 — 2012
Bachelor of Science, Accounting, 3.65

Kennedy Kenrick Catholic High School   1996 — 2001
High School Diploma

Lisa Piergallini Lisa Piergallini Harrisburg, Pennsylvania Area Details
Lisa Piergallini's The Bryn Mawr Trust Company Experience May 2011 - Present
Job Sr. Trust Officer at The Bryn Mawr Trust Company
Industry Financial Services
Experience
The Bryn Mawr Trust Company   May 2011 - Present
Hershey Trust Company  March 1999 - May 2011

Skills
Estate Planning, Wealth Management, Banking, Retirement Planning, Portfolio Management, Asset Allocation, Trust Services, Investment Advisory, Customer Service, Retirement, Risk Management, Investments, Asset Management, Trusts, Financial Services, Estate Administration

Education
College for Financial Planning   2007 — 2009

Albright College
B.S., Business Adminstration

National Graduat Trust School

Stan Ross Stan Ross Greater Philadelphia Area Details
Stan Ross's The Bryn Mawr Trust Company Experience June 2005 - October 2007
Job Senior Business Analyst at Automated Financial Systems, Inc. (AFS)
Industry Information Technology and Services
Experience
Automated Financial Systems, Inc. (AFS)   October 2007 - Present
The Bryn Mawr Trust Company   June 2005 - October 2007
GMAC ResCap  March 2003 - June 2005
Malvern Federal Savings Bank  June 2002 - March 2003

Skills
Business Analysis, Analysis, Business Requirements, Requirements Gathering, Visio, SDLC, Software Documentation, Crystal Reports, Requirements Analysis, Access, User Acceptance Testing, Process Improvement, Banking, SQL, Data Analysis, Software Project..., Microsoft Office, Microsoft Excel, Lotus Notes, Risk Management, Project Management, SharePoint, Microsoft SQL Server, Visual Studio

Education
Alvernia University   1997 — 2001
Bachelors, Computer Science, 3.0 GPA

Delaware County Community College   1996 — 1997

Margie Pham Margie Pham Bryn Mawr, Pennsylvania Details
Margie Pham's The Bryn Mawr Trust Company Experience September 1999 - April 2008
Job
Industry Banking
Experience
Santander Bank, N.A.   October 2012 - May 2014
Alliance Bank  January 2011 - January 2012
The Bryn Mawr Trust Company   September 1999 - April 2008

Education
Leadership Mainline Program at Mainline Chamber of Commerce   2006 — 2006

Temple University - Fox School of Business and Management   1993 — 1998
BBA, Finance / Risk Management

Henry McCue Henry McCue Greater Philadelphia Area Details
Henry McCue's The Bryn Mawr Trust Company Experience August 2014 - Present
Job
Industry Banking
Experience
The Bryn Mawr Trust Company   August 2014 - Present
The Bryn Mawr Trust Company   October 2008 - August 2014
BMGI  January 2007 - September 2008
Plexus Cotton Limited   January 2005 - December 2006

Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Project Management, Banking

Education
Endicott College

Julie Smoot Julie Smoot Greater Philadelphia Area Details
Julie Smoot's The Bryn Mawr Trust Company Experience June 2012 - Present
Job Assistant Vice President & Manager of Fiduciary Services at The Bryn Mawr Trust Company
Industry Financial Services
Experience
The Bryn Mawr Trust Company   June 2012 - Present
The Bryn Mawr Trust Company   January 2010 - May 2012
Shirk & Mejia   January 2008 - January 2010
Smoker Gard Mersky, LLP/Susquehanna Land Exchange, LLC   April 2005 - January 2008

Skills
Investments

Education
Franklin & Marshall College   1999 — 2003
BA, Sociology

Joseph Arahill, CISSP CISA MSIA Joseph Arahill, CISSP CISA MSIA Greater Philadelphia Area Details
Joseph Arahill, CISSP CISA MSIA's The Bryn Mawr Trust Company Experience November 2012 - February 2015
Job AVP, Information Security Manager at Bryn Mawr Trust
Industry Information Technology and Services
Experience
Bryn Mawr Trust  February 2015 - Present
The Bryn Mawr Trust Company   November 2012 - February 2015
Reed Technology & Information Services, Inc.   October 2009 - November 2012
Penn Treaty Network America  August 2008 - February 2009
AFS  2004 - 2008
AFS  1999 - 2004
AFS  1997 - 1999

Skills
Disaster Recovery, Security..., Data Security, Information Security, CISSP, SDLC, Security

Education
Norwich University   2006 — 2007
Master of Science, Informaton Assurance

DeSales University   2000 — 2004
Bachelor, MIS

Isabel Pryor Isabel Pryor Greater Philadelphia Area Details
Isabel Pryor's The Bryn Mawr Trust Company Experience 1997 - 2001
Job Chief Executive Officer & Director at Key National Trust Company of Delaware
Industry Banking
Experience
Key National Trust Company of Delaware   January 2012 - Present
KeyBank, NA  November 2011 - Present
Wells Fargo Bank  March 2010 - October 2011
Wilmington Trust  May 2003 - March 2010
Vanguard  February 2001 - March 2003
The Bryn Mawr Trust Company   1997 - 2001

Skills
Private Wealth..., Cultivating..., Trust Management, Estate Planning, Wealth Management, High Net Worth..., Wealth, Wealth Management..., Investment Advisory, Financial Risk, Trust Services, Management, Trusts, Hedge Funds, Investments, Alternative Investments, Financial Services, Leadership, Retirement, Financial Planners, Private Banking, Investment Management, Insurance, Retirement Planning, Asset Allocation, Finance, Relationship Management, Strategic Financial..., Risk Management, Securities, Portfolio Management, Mortgage Lending, Asset Management, Investment Strategies, Mutual Funds, Loans, Banking, Bonds, Equities, Series 63, Commercial Lending, Series 7, Credit

Education
Eastern University   2002 — 2004
MBA, Business

University of Massachusetts Boston   1992 — 1995
BA, Political Science/History

Diana Cox Diana Cox Greater Philadelphia Area Details
Diana Cox's The Bryn Mawr Trust Company Experience August 2014 - Present
Job Commercial Assistant
Industry Banking
Experience
The Bryn Mawr Trust Company   August 2014 - Present
Cecil Bank  June 2011 - August 2014
Malvern Federal Savings Bank  March 2007 - March 2011

Skills
Sales Management, Account Management, Time Management, Microsoft Office, Microsoft Excel, Banking, Project Management, Strategic Planning, Customer Service, Credit, Loans, Commercial Lending, Commercial Banking, Microsoft Word, Process Improvement, Financial Analysis

Education
West Chester University of Pennsylvania   2001 — 2003
Bachelor's degree, Political Science and Government

East Carolina University   2000 — 2001
Political Science and Government

Louise Loudon Louise Loudon Greater Philadelphia Area Details
Louise Loudon's The Bryn Mawr Trust Company Experience August 2010 - June 2011
Job Experienced Office Administrator/Manager and Executive Assistant
Industry Information Technology and Services
Experience
Community Care Behavioral Health  June 2011 - Present
RobustPM   September 2002 - Present
The Bryn Mawr Trust Company   August 2010 - June 2011
Nobel Learning Communities  May 2005 - October 2008
Caring Hospice Services  January 2002 - December 2004

Skills
Microsoft Office, Strategic Planning, Employee Relations, Office Management, Management, PowerPoint, Microsoft Word, Customer Service, Teaching, Team Leadership, Operations Management, Administration, Accounting, Healthcare, Community Outreach, Access, Performance Management, Outlook

Education
Varsity College, Cape Town, South Africa   1988 — 1998
Public Relations

Kelly-Greenoaks Finishing School, Johannesburg, South Africa
Matriculation, English, Afrikaans, Shorthand, Typing, Bookkeeping, Dressmaking, Deportment

Sinclair Garner Sinclair Garner Greater Philadelphia Area Details
Sinclair Garner's The Bryn Mawr Trust Company Experience 1998 - 2002
Job Accounting Professional
Industry Investment Management
Experience
TD Wealth Management  September 2011 - Present
SolomonEdwardsGroup  2009 - 2010
Wells Fargo Bank  June 2007 - May 2008
PFPC  2005 - 2007
SEI Investments  2004 - 2006
The Bryn Mawr Trust Company   1998 - 2002
CoreStates Bank  1979 - 1997

Skills
Financial Reporting, Finance, Alternative Investments, Settlement, Financial Risk, Internal Controls, System Administration, Mergers, Credit Analysis, Microsoft Excel, Wealth Management, Sarbanes-Oxley Act, Customer Service, Global Custody, Financial Statements, Fund Accounting, Tax, Hedge Funds, Trading, Securities, Lotus Notes, Management, Accounts Payable, Time Management, Mergers & Acquisitions, Funding, Auditing, Budgets, Cash Management, Payroll, Bloomberg, General Ledger, Invoicing, Financial Modeling, Investment Management, Financial Accounting, Corporate Finance, Bonds, Derivatives, Managerial Finance, Internal Audit, Capital Markets, Valuation, Asset Allocation, QuickBooks, Private Equity, Administration, PeopleSoft, High Net Worth..., Fund Of Funds

Education
Rosemont College   1998 — 2000
BS Accounting, Accounting

Arcadia University   1994 — 1996
AS Business Admin, Business Admin

Cannon Finanical Institute   1993 — 1996
Certified Trust Operations Specialist, Trust Operations

Olney High School   1974 — 1976

Cannon Trust School

Denean Williams Denean Williams Greater Philadelphia Area Details
Denean Williams's The Bryn Mawr Trust Company Experience January 2010 - Present
Job Enterprising Executive, Authentic Leader
Industry Investment Management
Experience
Full Circle Computing  October 2013 - Present
The Bryn Mawr Trust Company   January 2010 - Present
United Way of Southeastern Pennsylvania  August 2010 - Present
Cameron Capital Management   August 2007 - October 2013
SEI  January 2001 - August 2007
SEI Investments  January 2001 - August 2007
Deloitte Consulting  May 1998 - May 2000

Skills
Business Development, Strategic Planning, Profit Maximization, Sales Management, Negotiation, Contractual Agreements, Software Development, Financial Services, Investment Strategies, Board Governance, Private Equity

Education
Harvard Business School   1996 — 1998
MBA, Finance & General Management

Purdue University   1995 — 1996
Master of Science, Engineering

Penn State University   1989 — 1993
B.S., Engineering

Barbara C. Michalski Barbara C. Michalski Blue Bell, Pennsylvania Details
Barbara C. Michalski's The Bryn Mawr Trust Company Experience December 2013 - February 2014
Job Diverse MultiFunctional Sr. Business Analyst
Industry Information Technology and Services
Experience
HCL Americas @ Animas Corporation   August 2014 - March 2015
The Bryn Mawr Trust Company   December 2013 - February 2014
Ascensus  January 2013 - March 2013
OptumInsight/UHC   March 2012 - September 2012
ChoozOn  November 2011 - February 2012
Wachovia, A Wells Fargo Company  January 2011 - May 2011
GSI Commerce  March 2010 - June 2010
IMS Health  2009 - 2009
GlaxoSmithKline  2008 - 2008
AllenPort Co.   2008 - 2008

Skills
Web Applications, Website Development, Portal Development, Business Analysis, Product Management, Business Process, UIX, Usability Testing, User Experience, User Acceptance Testing, Test Planning, Wireframes, Rapid Prototyping, eCommerce, Healthcare IT, Pharma IT, Multi-channel Retail, Finance IT, SDLC, E-commerce

Education
SkillPort eLearning CBAP Course Requirement   2010 — 2010
Certificate Coursework, Business Analysis

Online Courses AxureRP & Visual Use Case;Certification VB/SQLServer & MSOffice Specialist Expert   2002 — 2008
Online Courses AxureRP & Visual Use Case; VB/SQL Server and MSOffice User Specialist Expert

Saint Peter's University   1987 — 1989
Courses, Marketing/Computer Science

Diane Quinn Diane Quinn Greater Philadelphia Area Details
Diane Quinn's The Bryn Mawr Trust Company Experience November 2013 - April 2015
Job Bryn Mawr Trust Company
Industry Financial Services
Experience
Bryn Mawr Trust  May 2015 - Present
The Bryn Mawr Trust Company   November 2013 - April 2015
The Bryn Mawr Trust Company   May 2012 - November 2013
Wells Fargo Private Bank  November 2009 - December 2010
Wachovia Trust  March 2004 - October 2009
Wachovia Wealth Management Marketing   November 2002 - April 2003
Wachovia Securities  January 2000 - April 2003
First Union Capital Markets Global Banking Operations   July 1998 - July 1999
CoreStates Bank NA  July 1995 - July 1998
CoreStates Bank N.A.   May 1994 - July 1995

Skills
Microsoft Office, Word, Excel, PowerPoint, Supervisory Skills, Wealth Management, Trust Services, Administration, Asset Management, Banking, Securities, Portfolio Management, Investments, Customer Relations, Private Banking, Capital Markets, Investment Banking, Compliance, Corporate Finance, Customer Service, Reconciliation, Client Services, Operations, Data Entry, Cashiering, Sales Support, Administrative Support, Reverse Logistics, Logistics, Office Relocation, Elder Care, Community Outreach, Community Relations, Community Organizing, Office Administration, General Office Duties, Filing, Phone Skills, Client Retention, Retail Management, Customer Retention, Credit, Financial Services, Microsoft Excel, Relationship Management, Mortgage Lending, Microsoft Word, Administrative..., Office Management, Loans

Education
Pierce College,   1996 — 1998
Associates Degree, Business

First University
Managerial

Community College of Philadelphia   1995 — 1996
Associate of Science (A.S.), Microsoft Windows/Office

St. Maria Goretti   1976 — 1980
High School, General

William Furia William Furia Greater Philadelphia Area Details
William Furia's The Bryn Mawr Trust Company Experience November 2011 - Present
Job Vice President & Trust Advisor at The Bryn Mawr Trust Company
Industry Financial Services
Experience
The Bryn Mawr Trust Company   November 2011 - Present
Wilmington Trust  2006 - 2011
SEI Investments  2002 - 2006
The Vanguard Group  1996 - 2002
Delaware Investments, a member of the Macquarie Group  1993 - 1995

Skills
Series 7, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Investment Strategies, Investments, ETFs, Strategic Financial..., Securities, Retirement Planning, Asset Managment, Portfolio Management, Retirement, Estate Planning

Education
The American College   2000 — 2003
CERTIFIED FINANCIAL PLANNER

La Salle University   1988 — 1993
B.A., Communications

Leila Gordon Leila Gordon Wayne, Pennsylvania Details
Leila Gordon's The Bryn Mawr Trust Company Experience 1989 - 1991
Job President, Gordon Business Solutions, LLC
Industry Financial Services
Experience
Gordon Businss Solutions, LLC   1993 - Present
Zurich Scudder Investments  1991 - 1994
The Bryn Mawr Trust Company   1989 - 1991
PNC Wealth Management  1983 - 1989

Skills
Nonprofits, Strategic Planning, Public Speaking, New Business Development, Marketing Strategy, Financial Analysis, Business Strategy, Wealth Management, Investments, Portfolio Management, Customer Service, Fundraising, Asset Management, Business Development, Marketing, Microsoft Office, Equities, Non-profits, Investment Management, Accounting, Small Business, Entrepreneurship, Mergers & Acquisitions

Education
Villanova University   1984 — 1987
MBA, Finance and Financial Management Services

Trinity College-Hartford   1978 — 1982
Bachelor of Arts (BA), Political Science and Government

University of California, Berkeley   1980 — 1981
Political Science and Government

Lisa Timbers Lisa Timbers Greater Philadelphia Area Details
Lisa Timbers's The Bryn Mawr Trust Company Experience October 2014 - June 2015
Job Executive Assistant
Industry Hospitality
Experience
Hersha Hospitality  July 2015 - Present
The Bryn Mawr Trust Company   October 2014 - June 2015
Jamison Capital Partners  September 2012 - September 2014
Montessori Day School of Brooklyn  August 2010 - June 2012
Brenda's Montessori School   September 2009 - March 2010
Hospitality Inc.  November 2007 - November 2008
TruGreen LandCare  February 2008 - August 2008
The Quaker School at Horsham  August 2006 - June 2007
Smithsonian National Museum of American History  June 2004 - August 2004
Smithsonian National Museum of American History  June 2003 - August 2003

Skills
Fundraising, Teaching, Staff Development, Event Planning, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Research

Education
Allegheny College   2001 — 2006
Bachelor's degree, Psychology

Montessori Institute of San Diego   2008 — 2009
AMI, Primary Education

George School

Diana Mattingly Diana Mattingly Greater Philadelphia Area Details
Diana Mattingly's The Bryn Mawr Trust Company Experience November 2011 - Present
Job Vice President/Branch Manager
Industry Banking
Experience
The Bryn Mawr Trust Company   November 2011 - Present
DNB First  May 2006 - November 2011
Sovereign Bank  September 2005 - May 2006

Skills
Banking, Mortgage Lending, Wealth Management, Consumer Lending, Business Development, Management, Customer Service, Cash Management, Internet Banking, Small Business Lending, Coaching, Commercial Banking, Leadership, Account Management, Lines Of Credit, Insurance, Deposits, Commercial Lending, Retirement Planning, Commercial Mortgages, Credit

Education
Oklahoma State University   1997 — 2001

Anne Stulpin Anne Stulpin Greater Philadelphia Area Details
Anne Stulpin's The Bryn Mawr Trust Company Experience February 2015 - Present
Job Vice President Mortgage Division
Industry Banking
Experience
The Bryn Mawr Trust Company   February 2015 - Present
Citizens Bank  2008 - January 2015
National City Mortgage Company  September 2006 - September 2008

Skills
Mortgage, First Time Home Buyers, Refinance, jumbo mortgages, Jumbo Mortgage, Mortgage Lending, Real Estate, Investment Properties, Real Estate Financing, Condos, Real Property, Selling, Credit, Investments, Sales, Buyer Representation, Real Estate Economics, Banking, Real Estate Development, Residential Mortgages, Property Management, Customer Satisfaction, Investors, Sellers, Relocation, Loans, Short Sales, ABR, Commercial Real Estate, Listings, Loss Mitigation, Residential Homes, Mortgage Banking, Referrals, Finance, FHA, Single Family Homes, Real Estate Transactions, Customer Service, New Home Sales, Customer Retention, Loan Origination, FHA financing, USDA, Reverse Mortgages, VA loans, FHA Financing, VA Loans

Education
Penn State University   1976 — 1980
BA, Sociology

Stephen Burns, CFA Stephen Burns, CFA Greater Philadelphia Area Details
Stephen Burns, CFA's The Bryn Mawr Trust Company Experience 2006 - January 2014
Job Portfolio Manager at Glenmede Trust Company
Industry Financial Services
Experience
Glenmede Trust Company  January 2014 - Present
The Bryn Mawr Trust Company   2006 - January 2014
The Haverford Trust Company  May 2005 - August 2005

Skills
Equities, Investment Strategies, Equity Research, Trading, Investments, Management, Asset Allocation, Valuation, Asset Management, Mutual Funds, Alternative Investments, Investment Banking, Due Diligence, Capital Markets, Financial Modeling, Private Equity, Financial Reporting

Education
Georgetown University - The McDonough School of Business   2002 — 2006
bachelor of science, finance and management

Kevin Kilpatrick Kevin Kilpatrick Greater Philadelphia Area Details
Kevin Kilpatrick's The Bryn Mawr Trust Company Experience January 2013 - February 2014
Job Information Systems at Oppor
Industry Information Technology and Services
Experience
Oppor Infrastructure   February 2014 - Present
The Bryn Mawr Trust Company   January 2013 - February 2014
Five Below  July 2010 - August 2012
Delaware Business Systems   April 2009 - July 2010
MICROS Systems Inc  January 1999 - January 2003
Katcef Bros Inc   January 1998 - January 1999

Skills
POS, Computer Hardware, Windows 7, Active Directory, Windows, Windows Server, Microsoft Office, Customer Service, Vendor Management, Help Desk Support, Microsoft SQL Server, Software Installation, Technical Support, SQL

Education
Towson University   2005 — 2008
Bachelor of Science, Electronic Media & Film

Ikon Office Tech   1998 — 2000
MCSE NT 4.0

Leo Stenson Leo Stenson Greater Philadelphia Area Details
Leo Stenson's The Bryn Mawr Trust Company Experience September 1982 - March 2010
Job Experienced Bank Auditor and Accounting Instructor
Industry Banking
Experience
Rosemont College  June 1996 - Present
Rosemont College  February 2010 - December 2010
The Bryn Mawr Trust Company   September 1982 - March 2010
Institute of Internal Auditors  1982 - 2010
Institute of Internal Auditors  1992 - 1993
Western Savings Bank   March 1977 - September 1982

Skills
Compliance, Risk Management, Internal Audit, Internal Controls, ALM, Wealth Management, SOX, Banking, Risk Assessment, Sarbanes-Oxley Act, Fraud, Finance, Due Diligence, Process Improvement, Sarbanes-Oxley, Accounting, Management, Auditing, Governance, Managerial Finance, Financial Statements, Accounts Payable, Credit, Financial Analysis, Strategy, Loans, Financial Reporting, Financial Risk, Enterprise Risk..., General Ledger, Financial Audits, Forensic Accounting, External Audit, US GAAP, Certified Fraud Examiner, CPA, Financial Accounting, GAAP, Cash Management, SEC filings, Strategic Financial..., Corporate Finance, Operational Risk..., Cost Accounting, Mergers & Acquisitions, Assurance, Corporate Governance, Tax, Executive Management, Cash Flow

Education
Bank Administration Institute   1977 — 1979
Graduate

Widener University   1973 — 1976
MBA

La Salle University   1968 — 1972
BS

Shana Moore Shana Moore Philadelphia, Pennsylvania Details
Shana Moore's The Bryn Mawr Trust Company Experience June 2014 - November 2014
Job Experienced Case Manager
Industry Nonprofit Organization Management
Experience
The Bryn Mawr Trust Company   June 2014 - November 2014
SugarHouse Casino  November 2012 - June 2014
Staffing Plus  August 2011 - June 2012
Methodist Family Services   September 2010 - May 2011
Defender Association of Philadelphia  May 2010 - August 2010
Bank of America  October 2006 - May 2010
GSK  August 2003 - August 2005

Skills
Customer Service, Social Services, Case Managment, Communication, Microsoft Office, Experience Working with..., High Organizational..., Interpersonal Skill

Education
Penn State University   2005 — 2010
Bachelor of Science (BS), Human Development and Family Studies, General

John W. Hallahan Catholic Girls' High School   2001 — 2005
High School

Anthony Manerchia Anthony Manerchia Greater Philadelphia Area Details
Anthony Manerchia's The Bryn Mawr Trust Company Experience November 2012 - Present
Job Senior Vice President at The Bryn Mawr Trust Company
Industry Banking
Experience
The Bryn Mawr Trust Company   November 2012 - Present
First Bank of Delaware  October 2009 - November 2012
Sun National Bank  August 2005 - October 2009
Wilmington Trust  1995 - 2005

Skills
Credit, Commercial Banking, Banking, Portfolio Management, Investment Banking, Risk Management, Mergers, Management, Loans, Financial Services, Financial Risk, Financial Analysis, Credit Risk, Credit Analysis, Commercial Lending, Cash Management

Education
Wilmington University   1995 — 1999
Bachelor of Science (BS), Finance

Saint Joseph's University   1992 — 1995
3 yrs toward BS degree, Accounting

Archmere Academy   1988 — 1992

Carl Lampe Carl Lampe Charlotte, North Carolina Details
Carl Lampe's The Bryn Mawr Trust Company Experience May 2013 - July 2013
Job Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities  June 2015 - Present
Morgan Stanley  June 2014 - August 2014
The Bryn Mawr Trust Company   May 2013 - July 2013

Education
Amherst College   2011 — 2015
Bachelor of Arts (B.A.), History

The London School of Economics and Political Science (LSE)
Accounting

The Episcopal Academy

Mary Shane Mary Shane Royersford, Pennsylvania Details
Mary Shane's The Bryn Mawr Trust Company Experience February 2006 - March 2013
Job Administrative Assistant III at AmerisourceBergen
Industry Pharmaceuticals
Experience
AmerisourceBergen  March 2013 - Present
The Bryn Mawr Trust Company   February 2006 - March 2013

Skills
Banking, Credit, Cash Management, Risk Management, Financial Services, Administrative...

Education
Lycoming College   1999 — 2003
Bachelor's degree, Corporate Communications

Conestoga High School

Oscar Torrealva Oscar Torrealva Greater Philadelphia Area Details
Oscar Torrealva's The Bryn Mawr Trust Company Experience November 2014 - Present
Job Vice President Branch Manager at The Bryn Mawr Trust Company
Industry Management Consulting
Experience
The Bryn Mawr Trust Company   November 2014 - Present
BG Sports Management   March 2011 - Present
Biccari Trading Corp   January 2004 - November 2014
Rockland Employees Federal Credit Union  June 2012 - October 2013
TruMark Financial Credit Union  May 2008 - June 2012
Fixture One   January 2006 - May 2008
Coleman Natural Foods  May 2003 - January 2006
Fiat Auto  April 2005 - August 2005

Skills
Sales Management, Coaching, Leadership, Banking, Management, Recruiting, Marketing Strategy, Human Resources, Sales, Project Planning, Marketing, Operations Management, Football, Community Outreach, Soccer, Sponsorship, Customer Retention, Property & Casualty..., Forecasting, Branch Management, Financial Coaching, Political Science, Customer Relations, Developing Client..., Strategic Planning, Team Building, Strategy, Event Management, Social Media, Public Relations, Event Planning, Sports, series 63, Series 6, Fixed Annuities, Employee Benefits, Customer Service, Employee Relations, Program Management

Education
Arcadia University   2010 — 2012
Master's Public Relations, International Relations and Affairs

Temple University - Fox School of Business and Management   2004 — 2008
Business & Law, Business

Università Cattolica del Sacro Cuore   2004 — 2006
Journalism, Media Relations

Westchester Community College   1998 — 2000
Associate's Degree, Business Administration and Management, General

Saint Rose Of Lima - Peru   1991 — 1996
High School

Edward Riegl Edward Riegl Greater Philadelphia Area Details
Edward Riegl's The Bryn Mawr Trust Company Experience December 1996 - February 2004
Job ACSM Consulting
Industry Financial Services
Experience
ACSM Consulting   December 2013 - Present
DNB First  March 2013 - December 2013
Wells Fargo  August 2011 - March 2013
Silicon Valley Bank  August 2008 - August 2011
Meridian Bank PA  September 2005 - August 2008
Susquehanna Bank  February 2004 - September 2005
The Bryn Mawr Trust Company   December 1996 - February 2004
The Bryn Mawr Trust Company   September 1995 - December 1996
The Roosevelt Savings Bank   December 1990 - September 1995

Skills
Venture Capital, Start-ups, Mergers, Due Diligence, Commercial Lending, Investments, Private Equity, Banking, Strategic Planning, Commercial Banking, Financial Analysis, Credit, Underwriting, Risk Management, Portfolio Management, Mergers & Acquisitions, Cash Management, Business Development, Financial Modeling, Small Business Lending, Finance, Loans, Executive Management, Financial Structuring, Management, Relationship Management, Leadership, Credit Analysis, Mortgage Lending, Negotiation

Education
Franklin & Marshall College
Bachelor of Arts (BA), Political Science and Government

Pennsylvania Bankers School of Commercial Banking and Lending

Villanova University
Master of Business Administration (MBA), Finance

Pir Granoff Pir Granoff New York, New York Details
Pir Granoff's The Bryn Mawr Trust Company Experience June 2010 - July 2010
Job Investor at Brown Brothers Harriman Capital Partners
Industry Venture Capital & Private Equity
Experience
Drip  January 2015 - Present
Brown Brothers Harriman Capital Partners   April 2012 - Present
GP Renewables & Trading  June 2011 - August 2011
The Bryn Mawr Trust Company   June 2010 - July 2010
Global Security Institute  November 2006 - December 2008
Starr Restaurant Organization  April 2008 - June 2008
Youth Microcredit International (YMCI)   December 2006 - December 2006

Skills
Investments, Entrepreneurship, Financial Modeling, Portfolio Management, Analysis, Marketing, Research, Valuation, Asset Management, Private Equity, Nonprofits, Finance, Policy, Project Management, Due Diligence, Investment Banking, Financial Analysis, Mergers & Acquisitions, Online Research, Market Research, Angel Investing, Venture Capital, Start-ups, Business Development

Education
Amherst College   2008 — 2012
B.A., Law, Jurisprudence, and Social Thought and Interdisciplinary: Environmental Law & Economics

Friends' Central School   2004 — 2008
High School Diploma

John Heil Jr. John Heil Jr. Charlotte, North Carolina Details
John Heil Jr.'s The Bryn Mawr Trust Company Experience May 2014 - August 2014
Job Summer Financial Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  June 2015 - Present
Emory Intramurals   August 2013 - Present
The Bryn Mawr Trust Company   May 2014 - August 2014

Skills
Microsoft Excel, Bloomberg Terminal, Fixed Income Analysis, Research, Statistical Modeling, Mathematics, Spanish, Accounting, Financial Reporting, Microsoft Office

Education
Emory University - Goizueta Business School   2012 — 2016
Bachelor's Degree, Business Administration- Concentrating in Finance and Accounting

The Episcopal Academy   1998 — 2012

Christine McGoldrick Christine McGoldrick Narberth, Pennsylvania Details
Christine McGoldrick's The Bryn Mawr Trust Company Experience November 2011 - Present
Job Commercial Credit Analyst, Commercial Banking Officer at The Bryn Mawr Trust Company
Industry Financial Services
Experience
The Bryn Mawr Trust Company   November 2011 - Present
NXTsports  October 2012 - June 2014
The Bryn Mawr Trust Company   May 2011 - November 2011

Skills
Financial Analysis, Risk Management, Financial Services, Credit, Accounting

Education
Saint Joseph's University   2007 — 2011
Bachelor of Science (BS), Finance, General

Kyle Hutchin Kyle Hutchin Greater New York City Area Details
Kyle Hutchin's The Bryn Mawr Trust Company Experience July 2009 - September 2009
Job MBA Graduate in Global Finance Seeking Valuation Position
Industry Financial Services
Experience
Thunderbird Angel Network  September 2014 - June 2015
Company Confidential  December 2014 - May 2015
Thunderbird School of Global Management  June 2013 - May 2015
3Sisters Sustainable Management, LLC   April 2014 - December 2014
PeopleShare  August 2012 - May 2013
Shuster Staffing, Inc.   January 2011 - July 2012
Accenture (formerly Octagon Research Solutions)   November 2009 - January 2011
The Bryn Mawr Trust Company   July 2009 - September 2009
XL Insurance  February 2008 - August 2008

Skills
Accounting, Valuation, Financial Statement..., Financial Modeling, Finance, Strategy, Leadership, Business Development, New Business Development, Analysis, Business Networking, Human Resources, Public Speaking, Management, Temporary Placement, CRM, Insurance, Sales, Consulting, Professional Networking, Entrepreneurship, Business Relationship..., Account Management, Marketing, Professional Staffing, Temporary Staffing, Recruiting, Staffing Services, Business Strategy, Market Research, Start-ups, Financial Analysis

Education
Thunderbird School of Global Management   2013 — 2015
Master of Business Administration (MBA)

Dickinson College   2005 — 2009
BA

Johns Hopkins Paul H. Nitze School of Advanced International Studies, Bologna   2008 — 2008
Study Abroad

David J. Mumford David J. Mumford Malvern, Pennsylvania Details
David J. Mumford's The Bryn Mawr Trust Company Experience 1993 - 1997
Job Director of Marketing Research & Data Analytics at The Institutes
Industry Insurance
Experience
The Institutes  April 2013 - Present
Arcadia University  January 2014 - May 2014
SEI  January 2007 - March 2013
SEI  August 2004 - August 2007
SEI  August 1999 - August 2004
SEI  January 1997 - January 1999
The Bryn Mawr Trust Company   1993 - 1997
Valley Forge Financial Group  1992 - 1993
Prudential Financial - Retirement Services   1989 - 1992
Preferred Benefits Corporation (Merrill Lynch)   1987 - 1989

Skills
Mutual Funds, Financial Services, Product Management, Strategy, Market Research, Analytics, Competitive Analysis, Business Planning, Strategic Planning, Management, Alternative Investments, Portfolio Management, Segmentation, Marketing Research, Vendor Management, Asset Management, Banking, Relationship Management, Data Analysis, Retirement, Benefits Administration, Microsoft Office, Financial Analysis, Asset Managment, Sales Operations, Marketing, Event Management, Cross Selling, Customer Relations, Sales Support, Event Planning, Social Media, Employee Engagement, Database Administration, Six Sigma, 401k, Performance Attribution, Project Management, Client Retention, Client Services, agile marketing, Analysis, Strategic Partnerships, Program Management, New Business Development, SPSS, Tableau, MS Excel Pivot Tables, Product Development, Sales

Education
Villanova University   2009 — 2009
Certification, Lean Six Sigma

Rosemont College   1997 — 1999
Bachelors of Science, Management, 3.87

Arese Soghomonian Arese Soghomonian Greater Philadelphia Area Details
Arese Soghomonian's The Bryn Mawr Trust Company Experience July 2011 - April 2013
Job Freelance Web Designer.
Industry Graphic Design
Experience
The Bryn Mawr Trust Company   July 2011 - April 2013
True Value Company  August 2004 - March 2011
Deem Communications   July 2009 - January 2010
Laura Tork Wholesale   July 2004 - April 2008

Skills
Illustration, Graphic Design, QuarkXPress, Illustrator, Flash, Photoshop, Screen Printing, InDesign, Mac, Adobe Creative Suite, Dreamweaver, Branding & Identity, Brochures, Social Media, Logo Design

Education
Delaware County Community College   2013 — 2014
Business Administration and Management, General

Hussian School of Art   2005 — 2009
Associate's Degree, Specialized Technology

Hussian School of Art   2005 — 2009
degree in Associate, Specialized Technology

Delaware County Community College
Communications

Tyler Reynolds Tyler Reynolds Chester Springs, Pennsylvania Details
Tyler Reynolds's The Bryn Mawr Trust Company Experience June 2012 - August 2013
Job Analyst at PA Consulting Group
Industry Financial Services
Experience
PA Consulting Group  2015 - Present
Barclays Investment Bank  May 2014 - August 2014
The Bryn Mawr Trust Company   June 2012 - August 2013

Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Outlook, Access, Customer Service, Social Media, Microsoft Publisher, Social Media Marketing, SAP, Accounting, Social Networking, Facebook, Research, Market Research

Education
Villanova University   2012 — 2015
Bachelor’s Degree, Finance, 3.80

Saint Joseph's University   2011 — 2012
Bachelor of Science in Business Administration, Finance, 3.60

Downingtown West High School   2007 — 2011
4.0

Kyle Campanile Kyle Campanile Greater New York City Area Details
Kyle Campanile's The Bryn Mawr Trust Company Experience June 2012 - August 2012
Job J.D. Candidate at Washington University School of Law (St. Louis, MO)
Industry Law Practice
Experience
Paul V. Fernicola & Associates, LLC   May 2015 - Present
Paul V. Fernicola & Associates, LLC   July 2013 - July 2014
The Bryn Mawr Trust Company   June 2012 - August 2012

Skills
Legal Research, Legal Writing, Legal Documents, Clerical Work, Client Intake

Education
Washington University in St. Louis School of Law   2014 — 2017
Juris Doctor, 2L

Gettysburg College   2009 — 2013
Bachelor of Arts (BA), Political Science and Government

International University Studies Seville   2012 — 2012

Gabyo Jose Gabyo Jose Greater Philadelphia Area Details
Gabyo Jose's The Bryn Mawr Trust Company Experience April 2014 - Present
Job System Analyst
Industry Information Technology and Services
Experience
The Bryn Mawr Trust Company   April 2014 - Present
Destination Maternity Corporation  June 2012 - March 2014
Destination Maternity Corporation  January 2012 - May 2012
Destination Maternity Corporation  September 2010 - December 2011
Drexel University  March 2008 - December 2011
Destination Maternity Corporation  March 2010 - September 2010
City of Philadelphia  March 2009 - September 2009
Shellys Medical Services   August 2007 - January 2009

Skills
Desktop Support, System Administration, Network Administration, Technical Support, Troubleshooting, Access, Software Documentation, SQL, Microsoft SQL Server, Microsoft Office, Microsoft Excel, Windows 7, Visio, Computer Hardware, MySQL, Unix, Operating Systems, Windows, Java, IT Management, Vendor Management, Databases, Analysis, SharePoint

Education
Drexel University   2007 — 2012
Bachelor of Science, Information Technology

William Rush William Rush San Francisco, California Details
William Rush's The Bryn Mawr Trust Company Experience June 2009 - July 2009
Job AERS at Deloitte & Touche LLP
Industry Financial Services
Experience
Deloitte  August 2012 - Present
Deloitte  June 2011 - September 2011
The Bryn Mawr Trust Company   June 2009 - July 2009

Skills
Financial Analysis

Education
Santa Clara University   2008 — 2012
Bachelor's degree, Accounting

Episcopal

Jenna Conway Jenna Conway New York, New York Details
Jenna Conway's The Bryn Mawr Trust Company Experience September 2008 - July 2012
Job Commercial Sales Representative at Varonis
Industry Computer Software
Experience
Varonis  April 2015 - Present
Varonis  January 2015 - April 2015
Varonis  March 2014 - January 2015
E Mortgage Management, LLC.   September 2013 - March 2014
First Equity Mortgage  August 2012 - September 2013
The Bryn Mawr Trust Company   September 2008 - July 2012

Skills
Management, Public Speaking, Sales, Cold Calling, Financial Analysis, Investments, Real Estate, Loans, Mortgage Lending, Sales Management, Sales Process

Education
Rosemont College   2003 — 2006
Bachelor of Arts (B.A.), English Literature

Amy Burkart Amy Burkart Greater Philadelphia Area Details
Amy Burkart's The Bryn Mawr Trust Company Experience 2001 - 2003
Job Public Relations
Industry Public Relations and Communications
Experience
Toll Brothers  September 2015 - Present
York County Solid Waste Authority   October 2009 - June 2013
Industrial Distribution Group  April 2005 - February 2007
Industrial Distribution Group  May 2004 - August 2006
The Bryn Mawr Trust Company   2001 - 2003
The Bryn Mawr Trust Company   1998 - 2001
The Bryn Mawr Trust Company   1996 - 1998

Skills
Public Relations, Project Planning, Project Implementation, Negotiation, Microsoft Office, Customer Service, Fundraising, Customer Relations, Public Speaking, Leadership Development, Excel, Process Improvement, Problem Solving, Scheduling, Strategic Planning, Logistics, Compliance, Inventory Management, Word, PowerPoint, Team Building, Banking, Contract Management, Budgeting, Social Media, Event Planning, Research, SAP, Access, Procurement, Writing, Account Management, Supply Chain, Employee Relations, Vendor Management, Forecasting, Mentoring, Non-profits, Sales Management, Cross-functional Team..., Customer Satisfaction, Market Research, Program Management, Microsoft Word, Budgets, Coaching, Organizational..., Nonprofits, Change Management, Microsoft Excel

Education
Elizabethtown College
B.S., Business Administration, Summa Cum Laude

University of Delaware
Elementary Education/ Family and Community Service

Megan Schaffer Megan Schaffer Pottstown, Pennsylvania Details
Megan Schaffer's The Bryn Mawr Trust Company Experience May 2015 - Present
Job Closer/funderteam lead in the mortgage business.
Industry Banking
Experience
The Bryn Mawr Trust Company   May 2015 - Present
CMG financial  September 2013 - December 2014
Florida Capital Bank Mortgage  May 2013 - August 2013
SunTrust  March 2009 - December 2012
Wachovia Mtg, was World Savings but bought by Wachovia   June 2000 - August 2008
GE Mortgage Insurance now Genworth   September 1993 - March 2000

Skills
Residential Mortgages, FHA

Education
Montgomery County Community College   1988 — 1991
Associates

Danielle D'Emilio Danielle D'Emilio Greater Philadelphia Area Details
Danielle D'Emilio's The Bryn Mawr Trust Company Experience June 2014 - Present
Job Lending Platform Administrator/Construction Lending at The Bryn Mawr Trust Company
Industry Banking
Experience
The Bryn Mawr Trust Company   June 2014 - Present
The Bryn Mawr Trust Company   December 2010 - June 2014
Alliance Bank  November 2009 - December 2010
Allegiance Bank  December 2007 - October 2009
St. Edmond's Federal Savings Bank   June 2006 - December 2007
First Penn Bank  2000 - 2006

Skills
Loans, Credit, Commercial Lending, Banking, Commercial Banking, Small Business Lending, Consumer Lending, Credit Analysis, Portfolio Management, Mortgage Lending, Underwriting, Retail Banking, Financial Analysis, Risk Management, Financial Services

Education
Chestnut Hill College   2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General

Eastern University   2009 — 2012
Bachelors of Science, Business Administration

The Philadelphia High School for Girls   1995 — 1999
Diploma, Academics

Harriet Anderson Harriet Anderson Greater Philadelphia Area Details
Harriet Anderson's The Bryn Mawr Trust Company Experience August 2001 - June 2004
Job InHouse Litigation Counsel at State Farm
Industry Law Practice
Experience
State Farm  June 2009 - Present
Marshall Dennehey Warner Coleman & Goggin, P.C.   January 2006 - June 2009
First Judicial District of Pennsylvania  September 2004 - September 2005
The Bryn Mawr Trust Company   August 2001 - June 2004
United States Attorney's Office for the Eastern District of Pennsylvania  May 2001 - August 2001

Skills
Civil Litigation, Civil Trials, Medical Malpractice, Personal Injury, Legal Research, Legal Writing, Client Interviews, Client Counseling, Banking, Wealth Management, International Education, Litigation

Education
Widener University School of Law   1999 — 2003
Juris Doctor

Sweet Briar College
Bachelor of Arts (B.A.), Economics and Political Science

Curtis Fenstermacher Curtis Fenstermacher Greater Philadelphia Area Details
Curtis Fenstermacher's The Bryn Mawr Trust Company Experience February 2014 - Present
Job Banking Operations and Support Services Director
Industry Banking
Experience
The Bryn Mawr Trust Company   February 2014 - Present
Savana, Inc.   March 2013 - February 2014
Metro Bank  July 2004 - March 2013
MBNA America Bank  1995 - 2004
MBNA America Bank  1995 - 2004
MBNA America Bank  1995 - 2004

Skills
Banking, Credit Cards, Risk Management, Loans, Credit, Vendor Management, Process Improvement, Strategic Planning, Relationship Management, Retail Banking, Call Center, Financial Risk, Project Management, Management, Team Building, Business Process..., Analysis, Finance, Budgets, Operations Management, Business Strategy, Cash Management, Leadership, Change Management, Accounting, Consumer Lending, Business Analysis, Outsourcing, Training, Account Management, Portfolio Management, Coaching, Internet Banking, Sales, Forecasting, Financial Services, Mergers & Acquisitions, Negotiation, Customer Experience, Strategy, Insurance, Financial Analysis, CRM, Internal Audit, Call Centers, Customer Service, Business Process, Human Resources, Customer Satisfaction, Time Management

Education
Juniata College   1990 — 1994
Bachelor's degree, International Education

Juniata College   1990 — 1994

Joette Licata Joette Licata North Wales, Pennsylvania Details
Joette Licata's The Bryn Mawr Trust Company Experience 2015 - 2015
Job Global Recruiting Background Screen Administrator at Unisys
Industry Marketing and Advertising
Experience
Unisys  May 2015 - Present
Marketing G2  September 2014 - March 2015
The Bryn Mawr Trust Company   2015 - 2015
Unisys  2015 - 2015
American Heart Association  December 2010 - July 2014
American Heart Association  February 2008 - December 2010
Rural Metro Ambulance  July 2006 - December 2006
Fed Ex Trade Networks Transport & Brokerage   February 2002 - October 2003
Spherion  May 2001 - February 2002
ACTS Testing Labs, Inc.   November 2000 - April 2001

Skills
Human Resources, Employee Benefits, Employee Relations, Recruiting, New Hire Orientations, Management, Payroll, Customer Service, Interviews, Training, Team Building, Software Documentation, Deferred Compensation, Budgets, Analysis, Strategic Planning, FMLA, Screening, Onboarding, PeopleSoft, ADP Payroll, Organizational..., Benefits Administration, Screening Resumes, Marketing, Nonprofits, Personnel Management, Performance Management, HRIS, Project Management, Business Analysis, Expense Budget..., Office Management

Education
Niagara University   1996 — 1998
BS, Human Resources

Niagara County Community College   1993 — 1995
AS, Arts & Sciences

Lockport High School   1989 — 1993

Sean Shannon Sean Shannon Greater Philadelphia Area Details
Sean Shannon's The Bryn Mawr Trust Company Experience March 2014 - Present
Job Infrastructure Engineer at The Bryn Mawr Trust Company
Industry Information Technology and Services
Experience
The Bryn Mawr Trust Company   March 2014 - Present
Core BTS  September 2013 - March 2014
The Conference Group  July 2005 - September 2013
Sovereign Bank  March 2003 - July 2005
WORLDNET TECHNOLOGY CONSULTING   January 2000 - January 2003
COMPSOURCE, INC   January 1998 - January 2000
Albright College  May 1997 - February 1998
Boscov's  January 1995 - May 1997

Skills
Microsoft Exchange, IIS, Project Management, Network Architecture, Telecommunications, SQL, VoIP, Networking, Active Directory, Disaster Recovery, Microsoft Certified..., Windows Server, Microsoft SQL Server, System Administration, Security, Troubleshooting, Virtualization, Servers, Cisco Technologies, Network Administration, IT Operations, Integration, Routers, Databases, VMware, System Deployment, Software Documentation, Switches, Technical Support

Education
Alvernia University   1993 — 1997
Bachelors of Science, Dual Major: Comp Sci and Accounting

United States Merchant Marine Academy   1992 — 1993
Nuclear Engineering, Electrical Engineering

Peter T. Maher, CFA Peter T. Maher, CFA Greater Philadelphia Area Details
Peter T. Maher, CFA's The Bryn Mawr Trust Company Experience October 1999 - November 2005
Job Institutional Investment Professional
Industry Financial Services
Experience
The Board of Pensions PC(USA)   July 2008 - Present
Kaplan Test Prep  January 2012 - Present
Philadelphia University  January 2013 - June 2015
Rutgers University  September 2009 - August 2013
Pitcairn Financial Group  November 2005 - January 2008
The Bryn Mawr Trust Company   October 1999 - November 2005
Vanguard  1997 - 1999

Skills
Due Diligence, Asset Allocation, Valuation, Equities, Capital Markets, Finance, Financial Modeling, Strategy, Portfolio Management, Management, Investments, Bloomberg, Fixed Income, Financial Analysis, Asset Management, Hedge Funds

Education
Saint Joseph's University - Erivan K. Haub School of Business   2000 — 2002
M.B.A., Finance

Saint Joseph's University   1992 — 1996
B.S., Finance

Adrienne Hart Adrienne Hart Philadelphia, Pennsylvania Details
Adrienne Hart's The Bryn Mawr Trust Company Experience February 2013 - March 2014
Job Associate Fiduciary Advisor at Hawthorn, PNC Family Wealth
Industry Financial Services
Experience
Hawthorn, PNC Family Wealth  March 2014 - Present
The Bryn Mawr Trust Company   February 2013 - March 2014
Philadelphia Volunteer Lawyers for the Arts  June 2011 - August 2011
Freeman's Auction House  June 2010 - August 2010
NBCUniversal, Inc.   June 2009 - August 2009

Education
Villanova University School of Law   2012 — 2013
L.L.M., Taxation

Villanova University School of Law   2009 — 2012
J.D.

Trinity College-Hartford   2005 — 2009
B.A., Philosophy

Jayson Vickmark Jayson Vickmark Greater Philadelphia Area Details
Jayson Vickmark's The Bryn Mawr Trust Company Experience September 2013 - Present
Job Vice President / Manager IT Group at The Bryn Mawr Trust Company
Industry Financial Services
Experience
The Bryn Mawr Trust Company   September 2013 - Present
HCL America  December 2012 - July 2013
Access Group  October 2008 - November 2012
Dover Downs Hotel & Casino  April 2007 - October 2008
IBM Global Services / AmerisourceBergen Acct.   July 2005 - April 2007
AmerisourceBergen  October 1999 - February 2006
Jennie-O Foods, Inc.   June 1987 - September 1999

Skills
IT Management, RPG, RPG III, System Administration, Networking, Disaster Recovery, IBM iSeries, CLP, Hardware, Program Management, Change Management, Systems Analysis, Help Desk Support, Data Center, IBM AS/400

Education
Dakota State University   1980 — 1984
Business Administration / Data Processing

St. Petersburg College   1979 — 1980
Business Administration

Bill Rafferty Bill Rafferty Greater Philadelphia Area Details
Bill Rafferty's The Bryn Mawr Trust Company Experience January 2015 - Present
Job Senior Vice President at The Bryn Mawr Trust Company
Industry Banking
Experience
The Bryn Mawr Trust Company   January 2015 - Present
Continental Bank  January 2007 - Present
First Financial Bank / Willow Financial Bank   July 2004 - January 2007
Progress Bank  May 1995 - June 2004

Skills
Banking, Credit, Risk Management, Financial Analysis, Insurance, New Business Development, Commercial Banking, Customer Service, Underwriting, Credit Analysis, Consumer Lending, Loans, Cash Management, Commercial Lending, Small Business Lending, Mortgage Lending, Portfolio Management

Education
Gettysburg College

Claire De Maria Claire De Maria King Of Prussia, Pennsylvania Details
Claire De Maria's The Bryn Mawr Trust Company Experience November 2010 - October 2011
Job Certified Diamontologist Jared the Galleria of Jewelry
Industry Retail
Experience
Jared The Galleria of Jewelry  June 2014 - Present
RBS Citizens Financial Group, Inc.   August 2013 - February 2014
Na Hoku Jewelers - Hawaii's Finest Jewelers Since 1924  April 2012 - August 2013
The Bryn Mawr Trust Company   November 2010 - October 2011
Sovereign Bank  April 2008 - September 2009

Skills
Sales, Mortgage Lending, Refinance, Residential Mortgages, Loan Origination, Loans, Mortgage Underwriting, Retail, Customer Service, Credit, Mortgage Servicing, VA loans, Home Equity Loans, Telephone Skills, Mortgage Banking, Consumer Lending, Merchandising, Credit Analysis, Marketing, Microsoft Word, FHA, Store Management, Microsoft Excel, Loan Servicing, Lines Of Credit, Fine Jewelry Sales

Education
Cabrini College   1975 — 1979
Bachelor's degree, Spanishand Social Science

Amy Groff Amy Groff Greater Philadelphia Area Details
Amy Groff's The Bryn Mawr Trust Company Experience January 2013 - April 2014
Job Client Focused Investment Consultant
Industry Financial Services
Experience
Vanguard  May 2014 - Present
The Bryn Mawr Trust Company   January 2013 - April 2014
The Bryn Mawr Trust Company   December 2004 - January 2013

Skills
Banking, Bookkeeping, Finance, Training, Account Management, Multi Tasking, Team Leadership, Team Building, Retail Banking, Microsoft Word, Small Business, Sales, Cross Selling, Consumer Lending, Series 7, Commercial Lending, Credit, Customer Service, Investments, Leadership, Loans, Management, Strategic Planning

Education
Immaculata University   2006 — 2008
Cum Laude Bachelors of Arts, Financial Management

West Chester University of Pennsylvania   1997 — 2001
Bachelor of Fine Arts (BFA), Fine and Studio Arts and Art History

Monika Brass Monika Brass Greater Philadelphia Area Details
Monika Brass's The Bryn Mawr Trust Company Experience October 2012 - Present
Job Banker at The Bryn Mawr Trust Company
Industry Banking
Experience
The Bryn Mawr Trust Company   October 2012 - Present
Arthritis Foundation  2012 - 2012
Tibetan Aid Project  June 2010 - July 2011
Tibetan Aid Project  February 2009 - June 2010

Skills
Event Planning, Event Management, Social Networking, Microsoft Office, Non-profits, Microsoft Word, Microsoft Excel, Research, Donor Solicitation, Leadership, Volunteer Management, Social Media Marketing, Management, Nonprofits, Community Outreach, Human Resources, Marketing Communications, Community Development

Education
State University of New York at Geneseo   2003 — 2005
Bachelor of Science Degree, Business Administration

Mohawk Valley Community College   2001 — 2003
Associate in Applied Science Degree, Media Marketing Management

Annemarie Wallace Annemarie Wallace Greater Philadelphia Area Details
Annemarie Wallace's The Bryn Mawr Trust Company Experience 1994 - 1996
Job Experienced Program Specialist/Coordinator Seeking New Opportunity
Industry Nonprofit Organization Management
Experience
New Horizon's Senior Center   October 2012 - November 2013
Step-by-Step, Inc  May 2009 - September 2012
Friendship Circle Senior Center   May 2006 - July 2007
Main Line Adult Day Center   1997 - 1999
The Bryn Mawr Trust Company   1994 - 1996
Bell Savings Bank   1983 - 1985

Skills
Program Development, Event Planning, Nonprofits, Community Outreach, Volunteer Management, Event Management, Program Evaluation, Training, Leadership, Healthcare, Strategic Planning, Elder Care, Public Speaking, Team Building, Customer Service, Case Management, Social Services

Education
Eastern University
Bachelor of Arts (B.A.), Organizational Management

Delaware County Community College
Associate of Science (A.S.), Behavioral Sciences

Joseph Costigan, CFA Joseph Costigan, CFA Thornton, Pennsylvania Details
Joseph Costigan, CFA's The Bryn Mawr Trust Company Experience February 2000 - October 2014
Job Director of Research at Verity Investment Partners
Industry Financial Services
Experience
Verity Investment Partners   October 2014 - Present
The Bryn Mawr Trust Company   February 2000 - October 2014

Skills
Equities, Portfolio Management, Asset Management, Asset Allocation, Investment Strategies, Investments, Investment Advisory, Wealth Management, Equity Research Analysis, High Net Worth..., Securities, Mutual Funds, Bloomberg, Fixed Income

Education
Pennsylvania State University-Great Valley Graduate Center   2002 — 2005
Master of Business Administration (MBA), Finance

ElizabethtownCollege   1984 — 1988
Bachelor of Science (B.S.), Business/Finance

Lori Buchanan Goldman Lori Buchanan Goldman Greater Philadelphia Area Details
Lori Buchanan Goldman's The Bryn Mawr Trust Company Experience April 2015 - Present
Job SVP and General Counsel at Bryn Mawr Trust
Industry Law Practice
Experience
The Bryn Mawr Trust Company   April 2015 - Present
Stradley Ronon  April 2007 - March 2015
Kaye Scholer LLP  September 2005 - April 2007

Education
Cornell Law School   2002 — 2005
JD

Boston University   1998 — 2002
Bachelor of Science (B.S.), Summa Cum Laude, International Relations, French

Eileen Chilberti Eileen Chilberti Greater Philadelphia Area Details
Eileen Chilberti's The Bryn Mawr Trust Company Experience February 2015 - September 2015
Job Sr. Business Analyst
Industry Financial Services
Experience
The Bryn Mawr Trust Company   February 2015 - September 2015
Ditech Mortgage  September 2005 - February 2015
GMAC Rescap  September 2005 - May 2013

Skills
Credit Risk, Banking, Loans, Mortgage Lending, SDLC, Credit, Business Analysis, Financial Risk, Requirements Gathering, Financial Services, Business Process..., Business Requirements, Operational Risk, Requirements Analysis, Experienced Business..., User Acceptance Testing, Process Improvement

Education
Bucks County Community College
Associates in Bank Management, Banking, Finance

George A. Albany, III George A. Albany, III Greater Philadelphia Area Details
George A. Albany, III's The Bryn Mawr Trust Company Experience August 2010 - 2012
Job Vice President for Loan Workout and Special Assets
Industry Banking
Experience
Phoenixville Federal Bank and Trust  October 2012 - Present
The Bryn Mawr Trust Company   August 2010 - 2012
First Keystone Bank  June 2009 - August 2010
First Keystone Bank  December 1976 - August 2010
First Keystone Bank  June 2009 - 2010
First Keystone Bank  December 1976 - 2010
First Keystone Bank  January 1976 - 2010
First Keystone Bank  January 1993 - January 2009
First Keystone Bank  1993 - 2009
First Keystone Bank  January 1992 - January 1993

Skills
Loans, Loss Mitigation, Sales, Coaching, Mortgage Lending, Commercial Lending, Management, Loan Servicing, Nonprofits, Finance, Construction Loans, Analysis, Credit, Small Business Lending, Banking, Training

Education
University of Pennsylvania   1985 — 1986
Liberal Studies

Penn State Delco Campus   1980 — 1985
Business, Law, Real Estate, Insurance courses

Institute of Financial Education   1978 — 1984
Certificate of Achievement, Banking/Business

University of Pennsylvania
course work, Liberal Studies

Gettysburg College   1972 — 1976
BA in History, History

Gettysburg College   1972 — 1976
BA, History

Nether Providence High School   1968 — 1972

Institute of Financial

Pennsylvania State University
Paralegal, Banking, Real Estate and Insurance courses

Gian Craparo Gian Craparo Greater Minneapolis-St. Paul Area Details
Gian Craparo's The Bryn Mawr Trust Company Experience January 2014 - March 2014
Job Vice President at Resource Real Estate
Industry Financial Services
Experience
Resource Real Estate  January 2015 - Present
Resource Real Estate  April 2014 - December 2014
The Bryn Mawr Trust Company   January 2014 - March 2014
Merrill Lynch  June 2012 - December 2013
SEI  December 2011 - May 2012
Abington Perinatal Associates   2009 - 2011
JCR Capital  2008 - 2009

Skills
Asset Management, Alternative Investment..., Real Estate, Non-traded Investments, REIT, Alternative Investments, Series 7, Investments, Fixed Income Strategies, Wealth Management, Finance, Equities, Personal Financial..., Mutual Funds, Commercial Real Estate, Valuation, Series 66, Life Insurance, Uniform Combined State...

Education
University of Denver - Daniels College of Business
BSBA, Finance/Real Estate

Hamilton College

The Haverford School

James E. Tobin James E. Tobin Downingtown, Pennsylvania Details
James E. Tobin's The Bryn Mawr Trust Company Experience August 2014 - Present
Job Commercial Loan Documentation at Bryn Mawr Trust
Industry Banking
Experience
Target  September 2014 - Present
The Bryn Mawr Trust Company   August 2014 - Present
PNC Bank  November 2011 - July 2014
Wells Fargo  2009 - 2011
Wachovia Bank  2001 - 2009
Chester County Library  June 2006 - June 2007
First Union National Bank  1998 - 2001
CoreStates Bank, NA  1984 - 1998

Skills
Banking, Commercial Banking, Commercial Lending, Financial Services, Small Business Lending, Customer Service, Loans, Financial Analysis, Mutual Funds, Strategic Planning, Sales, Credit Analysis

Education
Holy Family University   1998 — 2002
B.A., History

Camie Morrison Camie Morrison Greater Philadelphia Area Details
Camie Morrison's The Bryn Mawr Trust Company Experience January 2000 - October 2001
Job Director of Sponsored Research at Rutgers University
Industry Higher Education
Experience
Rutgers, The State University of NJ - Camden Campus   2002 - Present
Rutgers, The State University of New Jersey  2006 - 2011
The Bryn Mawr Trust Company   January 2000 - October 2001
First Union National Bank and (CoreStates National Bank)   1988 - 2000
Arthur Young  1986 - 1988

Skills
Compliance, Strategic Planning, Budgeting, Administration, Non-profits, Contract Negotiation, Grants, Proposal Writing, Budget Development, Grant Writing, Banking, Budgets, Nonprofits, System Administration, Non-profit..., Policy, Public Speaking, Analysis, Charities, Higher Education, Program Development, Program Management, Fundraising, Data Analysis, Research, Training, PowerPoint, Leadership Development, Microsoft Office, Volunteer Management, Community Outreach, Team Building, Government, Event Planning, Organizational..., Philanthropy, Editing, Event Management, Access, Policy Analysis, Teaching, Leadership, Program Evaluation, Stewardship, Board Development, Research Administration, Supervisory Skills, Staff Development, Student Development, Public Policy

Education
Temple University - Fox School of Business and Management   1981 — 1983
MBA, Accounting

Rutgers University – Camden   1975 — 1978
BA, Accounting

Jeffrey Linso Jeffrey Linso Greater Philadelphia Area Details
Jeffrey Linso's The Bryn Mawr Trust Company Experience September 2013 - Present
Job Group Vice President of Infrastructure at The Bryn Mawr Trust Company
Industry Information Technology and Services
Experience
The Bryn Mawr Trust Company   September 2013 - Present
Destination Maternity Corporation  March 2008 - September 2013
UPI Wireless   October 2004 - February 2008
The Childrens Hospital of Philadelphia  2008 - 2008
Transition Projects  2004 - 2008
University of Pennsylvania  October 1999 - October 2004
Data TekNix Consulting   January 1993 - June 2002
SunGard  June 1997 - September 1999
American City Mortgage Co   January 1991 - May 1997

Skills
IT Business Strategy, Solution Architecture, Project Management, System Administration, Systems Engineering, System Deployment, Systems Analysis, Quality Management, CIOs, Technical Documentation, Educational Leadership, Educational Technology, Problem Solving, Customer Service, Customer Satisfaction, Troubleshooting, Strategy, Security, Leadership, Data Center, Management, Databases, Change Management, Networking, IT Strategy, Strategic Planning, Consulting, Solution Selling, Process Improvement, Telecommunications, Vendor Management, IT Service Management

Education
Holy Family University   2010 — 2012
MS, Information Systems, 4.0

University of Pennsylvania - The Wharton School   2003 — 2003
Certificate In Project Management, Project Management, 4.0

Microsoft Certified Trainer   1999 — 2000
Microsoft Training, Information Technology

Saint Joseph's University   1989 — 1993
Finance, BS Finance

Father Judge HS   1985 — 1989

Viren Kapadia Viren Kapadia Greater Philadelphia Area Details
Viren Kapadia's The Bryn Mawr Trust Company Experience November 2014 - September 2015
Job Residential Lender at Bank of America
Industry Banking
Experience
Bank of America  September 2015 - Present
The Bryn Mawr Trust Company   November 2014 - September 2015
Caliber Home Loans  July 2014 - November 2014
Customers Bank  October 2013 - July 2014
Shelter Mortgage  1999 - October 2013
Sovereign Bank  January 1990 - July 1997

Skills
Underwriting, Investment Properties, Investments, Loan Origination, Banking, Program Management, Mortgage Lending, FHA, Loans, Commercial Lending, Financial Analysis, New Business Development, Sales Management, Consumer Lending, Mortgage Banking, Small Business Lending, USDA, Construction Loans, FHA Financing, Finance, Portfolio Management, Mortgage Servicing, Risk Management, Real Estate, Real Estate Economics, Real Estate Financing, Mutual Funds, Insurance, Sales, Financial Services, Financial Modeling

Education
Drexel University   1983 — 1986
Bachelor of Science (BS), Finance

Atlantic Cape Community College   1980 — 1983
Associate's Degree

Bombay International School   1964 — 1976

Judy Culver Judy Culver Greater Philadelphia Area Details
Judy Culver's The Bryn Mawr Trust Company Experience November 2012 - Present
Job Vice President/Assistant Collections Manager at The Bryn Mawr Trust Company
Industry Financial Services
Experience
The Bryn Mawr Trust Company   November 2012 - Present
GMAC Mortgage  October 2011 - November 2012
CCCS of Delaware Valley   January 2010 - July 2011
Transworld Systems  November 2008 - January 2010
Wachovia Mortgage  1995 - 2008
ESL Federal Credit Union  March 1986 - October 1992
Eastman Kodak Company  February 1980 - March 1986

Skills
Process Improvement, Credit, Mortgage Lending, Risk Management, Finance, Loan Origination, Mortgage Banking, Accounts Receivable, Loans, Underwriting, Financial Analysis, Banking, FHA, Credit Analysis

Education
University of Delaware   1976 — 1980
Bachelor of Science, Finance

Miguel Biamon Miguel Biamon Greater Philadelphia Area Details
Miguel Biamon's The Bryn Mawr Trust Company Experience February 2003 - Present
Job Portfolio Manager SVP at The Bryn Mawr Trust Company
Industry Investment Management
Experience
The Bryn Mawr Trust Company   February 2003 - Present
M&T Bank  February 1997 - January 2003

Skills
Wealth Management, Investments, Series 7, Asset Management, Portfolio Management, Equities, Financial Analysis, Mutual Funds, Risk Management, Management, Sales, Retirement Planning, Asset Allocation, Capital Markets, Due Diligence

Education
East Stroudsburg University of Pennsylvania   1980 — 1984
Bachelor’s Degree

Joseph Saraceno Joseph Saraceno Scranton, Pennsylvania Area Details
Joseph Saraceno's The Bryn Mawr Trust Company Experience March 1985 - October 2008
Job Retired
Industry Banking
Experience
Retired and loving it  July 2010 - Present
National Penn Bank  November 2008 - July 2010
The Bryn Mawr Trust Company   March 1985 - October 2008

Skills
Operations Management, Project Management, Strategy, Leadership, Change Management, Finance, Risk Management, Strategic Planning, Banking, Process Improvement, Business Analysis, Financial Analysis, Vendor Management, Management Consulting, Portfolio Management

Education
Bucknell University   1978 — 1982
BSBA, Accounting

Patty Schwartz Patty Schwartz Greater Philadelphia Area Details
Patty Schwartz's The Bryn Mawr Trust Company Experience June 2010 - Present
Job at
Industry Education Management
Experience
Rodan and Fields Dermatologists  July 2015 - Present
The Bryn Mawr Trust Company   June 2010 - Present
Education Dynamics  January 2008 - December 2011
H&R Block  January 2007 - May 2011

Skills
Public Speaking, Small Business, Strategic Planning, Microsoft Excel, Microsoft Office, Microsoft Word, Negotiation, Event Planning, Accounting, Marketing Communications, Teaching, Coaching, Real Estate, Management, Leadership, Outlook, Sales, Customer Service

Education
Ohio Wesleyan University
Bachelor of Arts (B.A.), Sociology

Villanova University

Lauren Shelmire Lauren Shelmire Greater Philadelphia Area Details
Lauren Shelmire's The Bryn Mawr Trust Company Experience December 2014 - Present
Job Investment Associate at The Bryn Mawr Trust Company
Industry Financial Services
Experience
The Bryn Mawr Trust Company   December 2014 - Present
TIAA-CREF  July 2013 - December 2014
Lincoln Financial Advisors  August 2009 - July 2013
Lincoln Financial Advisors  May 2007 - August 2009

Skills
Retirement Planning, Strategic Financial..., Wealth Management, Mutual Funds, Asset Management, Fixed Annuities, Wealth, Securities, Asset Allocation, Financial Advisory, Life Insurance, Investments, Financial Services, Retirement, Investment Advisory, Financial Analysis, Estate Planning, Business Analysis, Portfolio Management, Financial Planning

Education
Liberty University   2011 — 2013
MBA, Business

Nyack College   2003 — 2007
B.S. Business Administration, Business

Richard Chip Cobb Richard Chip Cobb Greater Philadelphia Area Details
Richard Chip Cobb's The Bryn Mawr Trust Company Experience May 2009 - Present
Job Senior Vice President BMT Asset Mgmt. at The Bryn Mawr Trust Company
Industry Financial Services
Experience
The Bryn Mawr Trust Company   May 2009 - Present
UBS  October 2001 - May 2009
Wheat First Butcher Singer  May 1995 - October 2001

Skills
Investments, Series 7, Asset Allocation, Strategic Planning, Mutual Funds, Wealth Management, Asset Management, Alternative Investments, Investment Strategies, Investment Advisory, Retirement Planning, Portfolio Management, Securities, ETFs, Wealth Management..., Equities, Estate Planning, Strategic Financial..., Fixed Income, Investment Management, Series 63, High Net Worth...

Education
University of Delaware   1988 — 1992
BS, Economics

Upper St. Clair High School   1984 — 1988

Andrew Stump Andrew Stump Greater Philadelphia Area Details
Andrew Stump's The Bryn Mawr Trust Company Experience February 2012 - Present
Job Senior Vice President at The Bryn Mawr Trust Company
Industry Banking
Experience
The Bryn Mawr Trust Company   February 2012 - Present
1N Bank, a Division of Graystone Tower Bank, First National Bank of Chester County   February 2005 - February 2012
Malvern Federal Savings Bank  July 1997 - February 2004
Provident Bank of Maryland  1991 - 1997
First National Bank of Maryland  June 1986 - 1991

Skills
Credit, Consumer Lending, Banking, Commercial Banking, Commercial Lending, Risk Management, Portfolio Management, Finance, Loans, Commercial Real Estate, Credit Risk, Asset Based Lending, Sales, Sales Management, New Business Development, Accounting, Small Business Lending, Commercial Mortgages, Financial Services, Team Building, Insurance, Financial Analysis, Mergers & Acquisitions, Business Development, Strategic Planning, Credit Analysis, Management, Real Estate, Underwriting, Retail Banking, Cash Management, Retirement Planning, Investments

Education
McDaniel College   1982 — 1986
1986

Western Maryland College   1982 — 1986
Political Science, Economics

Matthew A. DeNucci, IV, Esq. Matthew A. DeNucci, IV, Esq. Greater Philadelphia Area Details
Matthew A. DeNucci, IV, Esq.'s The Bryn Mawr Trust Company Experience 1999 - 2008
Job Assistant District Attorney Office of the District Attorney, Delaware County, Pennsylvania
Industry Law Practice
Experience
Delaware County District Attorney's Office  November 2009 - Present
Delaware County District Attorney's Office  May 2008 - November 2009
The Bryn Mawr Trust Company   1999 - 2008

Skills
Litigation, Legal Writing, Mediation, Hearings, Criminal Law, Public Speaking, Courts, Personal Injury, Trials, Civil Litigation, Estate Planning, Estate Administration, Westlaw, Torts, Lexis, Family Law, Appeals, Product Liability

Education
Widener University School of Law   2005 — 2009
JD

Neumann University   2002 — 2004
MS, Strategic Leadership

Neumann University   2000 — 2002
BS, Liberal Studies

Monsignor Bonner High School   1992 — 1996

St. Aloysius Academy   1983 — 1992

Therese Trainer Therese Trainer Greater Philadelphia Area Details
Therese Trainer's The Bryn Mawr Trust Company Experience June 2006 - Present
Job Vice President at The Bryn Mawr Trust Company
Industry Banking
Experience
The Bryn Mawr Trust Company   June 2006 - Present

Skills
Loans, Banking, Retail Banking, Team Building, Customer Service, Leadership, Investments, Series 7, Financial Services, Finance, Commercial Banking, Mutual Funds

Education
Sancta Maria Secondary School Ireland

St. Joseph's University
BS, Accounting

Krista DeVoll Krista DeVoll Greater Philadelphia Area Details
Krista DeVoll's The Bryn Mawr Trust Company Experience July 2012 - February 2013
Job Sales and Marketing at Ryan Homes
Industry Construction
Experience
NVR, Inc.   August 2015 - Present
Ryan Homes  February 2013 - Present
The Bryn Mawr Trust Company   July 2012 - February 2013
The Bryn Mawr Trust Company   December 2011 - July 2012
Empire Builders & Developers   October 2011 - January 2012
Cornell Homes  October 2009 - September 2011
Security Services & Technologies -- ADT Advanced Integration   October 2007 - March 2010
Ryan Homes  2006 - 2008
Security Services & Technologies  2003 - 2006
PFPC  2001 - 2003

Skills
Mutual Funds, Investments, Negotiation, Selling, Marketing, First Time Home Buyers, Market Analysis, New Home Sales, Asset Management, Credit, Contract Negotiation, Customer Service, FHA, Finance, Investment Properties, New Business Development, Real Estate, Sales, Real Estate Transactions, Sales Management, Securities, Strategic Planning, Team Building, Wealth Management

Education
Bloomsburg University of Pennsylvania   1997 — 2001
Bachelor of Science, Finance

Mary Agnes Leahy Mary Agnes Leahy Greater Philadelphia Area Details
Mary Agnes Leahy's The Bryn Mawr Trust Company Experience Group Vice PresidentThe Bryn Mawr Trust CompanyMay 2002 - Present
Job Trust Operations Manager at The Bryn Mawr Trust Company
Industry Financial Services
Experience
The Bryn Mawr Trust Company   Group Vice PresidentThe Bryn Mawr Trust CompanyMay 2002 - Present

Education
Saint Joseph's University

Eric Stano Eric Stano Macungie, Pennsylvania Details
Eric Stano's The Bryn Mawr Trust Company Experience September 2010 - September 2011
Job at
Industry Financial Services
Experience
National Penn  December 2014 - Present
Philips Medical Capital  September 2011 - December 2014
The Bryn Mawr Trust Company   September 2010 - September 2011
PNC Bank  September 2009 - September 2010
Harleysville National Bank  October 2006 - September 2009
National Penn Bank  November 2004 - October 2006

Skills
Credit, Loans, Financial Reporting, Commercial Lending, Cash Flow, Lines Of Credit, Banking, Financial Analysis, Credit Analysis, Risk Management, Management, Commercial Banking, Leadership, Mortgage Lending, Underwriting, Portfolio Management, Finance

Education
La Salle University   2009 — 2011
MBA, Accounting

King's College   1998 — 2002
Bachelor's degree, Marketing

Julia Theobald Julia Theobald Greater Philadelphia Area Details
Julia Theobald's The Bryn Mawr Trust Company Experience May 2008 - September 2008
Job Legal Services Professional
Industry Legal Services
Experience
Circuit City  June 2004 - March 2009
The Bryn Mawr Trust Company   May 2008 - September 2008

Education
Loyola University Maryland   2006 — 2010
BA, Political Science

Cathy Lombard Cathy Lombard Greater Philadelphia Area Details
Cathy Lombard's The Bryn Mawr Trust Company Experience January 2012 - November 2013
Job Tax Preparation
Industry Accounting
Experience
Allied InfoSecurity  May 2014 - Present
Independent Accounting Professional  January 2009 - Present
The Bryn Mawr Trust Company   January 2012 - November 2013
LCOR, INC  February 2004 - June 2010
Alco Standard Corporation  February 1988 - December 1990
EY  February 1984 - February 1988

Skills
Tax Returns, Accounting, Account Reconciliation, Financial Accounting, Tax, Tax Preparation, Bookkeeping, Income Tax, Microsoft Excel, Microsoft Office, QuickBooks, Financial Statements, Sage 50, ProSystem fx Tax

Education
Drexel University
Master of Business Administration (M.B.A.), Accounting

University of Pennsylvania - The Wharton School
Pre-Business Post-Baccalaureate Program

Villanova University
Bachelor of Fine Arts (BFA), Art and Art History

Martha Hilty Martha Hilty Greater Philadelphia Area Details
Martha Hilty's The Bryn Mawr Trust Company Experience May 2007 - Present
Job Vice President at The Bryn Mawr Trust Company
Industry Financial Services
Experience
The Bryn Mawr Trust Company   May 2007 - Present
Wachovia, A Wells Fargo Company  June 2002 - May 2007

Education
Penn State University   1981 — 1985
Bachelor of Science, Business Finance

John Derham John Derham Washington D.C. Metro Area Details
John Derham's The Bryn Mawr Trust Company Experience December 2007 - January 2008
Job Government Project Manager at Herman Miller
Industry Marketing and Advertising
Experience
Herman Miller  January 2012 - Present
Herman Miller  August 2010 - January 2012
Hawk n' Dove   October 2008 - April 2010
The Bryn Mawr Trust Company   December 2007 - January 2008

Skills
Customer Service, Furniture, Sales Operations, Account Management, Leadership, Project Planning

Education
The Catholic University of America   2005 — 2009
Bachelor's, History, Media Studies

Saint Joseph's Preparatory School   2001 — 2005
High School

Sandie Reichert Sandie Reichert West Chester, Pennsylvania Details
Sandie Reichert's The Bryn Mawr Trust Company Experience October 2000 - August 2007
Job Financial Services
Industry Accounting
Experience
Fry Electric Company, LLC   January 2014 - Present
Landmark Automotive Services   March 2013 - December 2013
Solutions by Sandie   April 2010 - March 2013
Wells Fargo Home Mortgage  June 2009 - April 2010
Willow Financial Bank  August 2007 - August 2008
The Bryn Mawr Trust Company   October 2000 - August 2007
Joseph W. Roskos & Co   January 1995 - October 2000

Skills
Mortgage Lending, Loans, Banking, Finance, Refinance, Management, FHA, Real Estate, Underwriting, Financial Services, Customer Service, Insurance, Marketing, Start-ups, Sales

Education
Immaculata University   2005 — 2008
BS, Financial Management

Mary Cay Okeefe Mary Cay Okeefe Greater Philadelphia Area Details
Mary Cay Okeefe's The Bryn Mawr Trust Company Experience 2001 - 2007
Job Residential Mortgage Banker at Susquehanna Bank
Industry Banking
Experience
Susquehanna Bank  October 2013 - Present
TD Bank Group  September 2011 - October 2013
Citizens Bank  December 2009 - September 2011
Bank of America  June 2007 - December 2009
The Bryn Mawr Trust Company   2001 - 2007

Skills
Mortgage Lending, Loan Origination, Construction Loans, Refinance, Loans, Banking, Credit, Credit Analysis, FHA, Finance, First Time Home Buyers, Mortgage Banking, Real Estate Financing, Residential Mortgages, Retail Banking, Commercial Lending, Financial Services, Sellers, Home Equity Lines of...

Education
Rosemont College
BA, Business

Kevin Stach, CFA Kevin Stach, CFA New York, New York Details
Kevin Stach, CFA's The Bryn Mawr Trust Company Experience November 2009 - March 2011
Job AVP
Industry Financial Services
Experience
Sumitomo Mitsui Banking Corporation  March 2011 - Present
The Bryn Mawr Trust Company   November 2009 - March 2011
PricewaterhouseCoopers  July 2007 - August 2009

Skills
Financial Modeling, Financial Analysis, Bloomberg, Capital Markets, Valuation

Education
New York University - Leonard N. Stern School of Business   2013 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services

Penn State University   2003 — 2007
B.S., Finance, International Business

Penn State University, Smeal College of Business University
B.S, Finance

Louis Lassiter Louis Lassiter Greater Philadelphia Area Details
Louis Lassiter's The Bryn Mawr Trust Company Experience July 1986 - April 1995
Job AVP & Manager
Industry Banking
Experience
Beneficial Bank  July 1995 - October 2014
The Bryn Mawr Trust Company   July 1986 - April 1995
Continental Bank  August 1978 - July 1986

Skills
Leadership, Insurance, Lines Of Credit, Loan Origination, Loans, Management, Mortgage Lending, Policy, Retail Banking, Sales, Small Business Lending, Strategic Planning, Training, Business Development, Banking, Cash Management, Commercial Banking, Commercial Lending, Compliance, Consumer Lending, Credit, Cross Selling, Customer Service, Deposits, Finance

Education
Delaware County Community College   1981 — 1985
Associates, Business Management & Accounting

Darby Colwyn Sr. High School   1970 — 1972

Martin Iepson Martin Iepson Naples, Florida Area Details
Martin Iepson's The Bryn Mawr Trust Company Experience July 2011 - 2012
Job Client Services at TRAKAmerica
Industry Financial Services
Experience
Olancho Aid Foundation, Inc  August 2012 - June 2013
The Bryn Mawr Trust Company   July 2011 - 2012
Ruppert Landscape  May 2010 - July 2010
Southwestern Company  May 2009 - August 2009

Skills
Management, Customer Service, Sales, Time Management, Microsoft Office, Microsoft Excel, Leadership, PowerPoint, Microsoft Word, Outlook, Social Media, Team Building, Social Networking, Marketing, Research, Teaching, Public Speaking

Education
Penn State University   2007 — 2011
Bachelor of Science in Business, Business Management and Marketing

Archbishop Carroll   2003 — 2007

Victoria Quinn Victoria Quinn Greater Boston Area Details
Victoria Quinn's The Bryn Mawr Trust Company Experience April 1995 - March 2000
Job Assistant Vice President at South Shore Bank
Industry Banking
Experience
South Shore Bank  May 2010 - Present
Bank of America  December 2005 - December 2007
PNC Mortgage  April 2003 - June 2005
The Bryn Mawr Trust Company   April 1995 - March 2000

Skills
Loans, Mortgage Lending, Small Business, Banking, Underwriting, First Time Home Buyers, Commercial Real Estate, Customer Service, Entrepreneurship, Loan Origination, Financial Analysis, Mortgage Banking, Analysis

Education
Connecticut College   1978 — 1980
BA, English

Dana Hall School

Richard McHale Richard McHale Greater Philadelphia Area Details
Richard McHale's The Bryn Mawr Trust Company Experience March 1988 - July 1997
Job Mortgage Collections at Beneficial Savings Bank
Industry Banking
Experience
Beneficial Savings Bank  1997 - Present
The Bryn Mawr Trust Company   March 1988 - July 1997

Education
Beneficial Bank- Compliance Training   2002 — 2011
Certificate, Compliance- Financial regs and agencies- Banking

Erivan Haub School of Business- St. Joseph's University   1997 — 1999
Finance & Accounting

American Institute of Banking   1991 — 1996
Diploma, Consumer Lending, Small Business & Commercial Lending

La Salle University - School of Business Administration   1972 — 1977
BS, Accounting

Dana LaRosa Dana LaRosa Greater Philadelphia Area Details
Dana LaRosa's The Bryn Mawr Trust Company Experience March 2005 - December 2011
Job Administrative Assistant at Lankenau Institute of Medical Research
Industry Research
Experience
Lankenau Institute for Medical Research  December 2011 - Present
The Bryn Mawr Trust Company   March 2005 - December 2011
SEI Investments  June 1999 - December 1999
Unisource Worldwide, Inc.   January 1999 - June 1999
Medical Management Concepts   June 1998 - January 1999
ATC Healthcare  August 1997 - June 1998
United States Air Force  July 1989 - May 1992

Skills
Administrative..., Banking, Credit, Investments, Microsoft Word, Process Improvement, Risk Management, System Administration, Customer Service, Event Planning, Microsoft Excel, Public Speaking, PowerPoint, Strategic Planning, Troubleshooting, Microsoft Office, Outlook, Team Building, Access, Time Management, Office Administration, Event Management, Research, Budgets

Education
Bryant & Stratton College   1992 — 1994
Associates, Medical Office Management

Monmouth College   1985 — 1988
Art

Saint Joseph's University
Management

Vicky Castina Vicky Castina Greater Philadelphia Area Details
Vicky Castina's The Bryn Mawr Trust Company Experience April 2012 - February 2013
Job Finance
Industry Accounting
Experience
CCIU Technical College High School   October 2014 - Present
Sardella Eye Associates   March 2014 - October 2014
Professional Lamps, LLC   September 2013 - January 2014
The Bryn Mawr Trust Company   April 2012 - February 2013
Castina residence   June 1996 - March 2012

Skills
Credit, Loans

Education
Harvard University   1989 — 1991
History of Boston

Adrian College
Bachelor's of Business Administration, Management

Carol Reese Carol Reese Portland, Oregon Area Details
Carol Reese's The Bryn Mawr Trust Company Experience March 1988 - August 2004
Job HR Assistant at the Kroger Clackamas Bakery
Industry Human Resources
Experience
Kroger  2007 - Present
The Bryn Mawr Trust Company   March 1988 - August 2004

Skills
Employee Relations, Excel, Microsoft Office

Education
Portland State University
BA, education

William Brunner William Brunner Greater Philadelphia Area Details
William Brunner's The Bryn Mawr Trust Company Experience May 2008 - August 2008
Job Financial Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  June 2011 - Present
New York Life Insurance Company  January 2011 - June 2011
Johnson & Johnson Consumer Companies  January 2009 - July 2009
The Bryn Mawr Trust Company   May 2008 - August 2008

Skills
Banking, Finance, Retirement Planning, Retirement, Investments, Strategic Financial..., Asset Allocation, Financial Planners, Microsoft Excel

Education
Penn State University   2006 — 2010
Bachelor of Science (BS), Accounting

The Smeal College of Business   2006 — 2010
Bachelor of Science in Accounting, Accounting

The College of Liberal Arts   2006 — 2009
Minor, Economics

craig massenburg craig massenburg Greater Philadelphia Area Details
craig massenburg's The Bryn Mawr Trust Company Experience November 2007 - July 2009
Job Health Care & Finance Professional
Industry Banking
Experience
Hahnemann University Hospital  September 2013 - December 2013
Co Activ Capital Partners   April 2011 - August 2012
The Bryn Mawr Trust Company   November 2007 - July 2009
Consumer Credit Counseling Service  April 2007 - October 2007
FLAGSHIP CREDIT CORPORATION  October 2006 - February 2007
American Heritage Credit Union   November 2005 - October 2006
Wells Fargo Financial  January 2003 - November 2005
Citicapital/Citibank   March 2000 - November 2002
WFS Financial  January 1999 - January 2000
Advanta Mortgage  January 1996 - January 1999

Skills
Loans, Customer Service, Finance, Financial Risk, Credit, Financial Services, Process Improvement, Mortgage Lending, Analysis

Education
Drexel University   2013 — 2014
Master's degree, Global Health

Drexel University   2011 — 2013
Bachelor's degree, Health Care Services Administration

Peirce College   1988 — 1990
Associates Degree, Paralegal Studies

Temple University
Finance

Sally Dougherty Sally Dougherty Greater Philadelphia Area Details
Sally Dougherty's The Bryn Mawr Trust Company Experience May 2001 - Present
Job Accountant at The Bryn Mawr Trust Company
Industry Financial Services
Experience
The Bryn Mawr Trust Company   May 2001 - Present
American Business Financial Services  1996 - 2001

Skills
Accounts Payable, Accounting, Payroll, General Ledger, Tax, Reconciliation, Journal Entries, Excel, Accruals

Education
Rosemont College   2004 — 2008
Bachelor of Science, Accounting

Penn State University   1993 — 1994

William T. McCausland, MBA William T. McCausland, MBA Wayne, Pennsylvania Details
William T. McCausland, MBA's The Bryn Mawr Trust Company Experience August 2013 - January 2015
Job Sales Support Specialist III / Paralegal at Element Financial Corporation
Industry Pharmaceuticals
Experience
Element Financial Corporation  January 2015 - Present
The Bryn Mawr Trust Company   August 2013 - January 2015
University of the Sciences in Philadelphia  February 2013 - June 2013
Thomson Reuters  November 2012 - January 2013
AmerisourceBergen  May 2012 - November 2012
Vitalize Consulting Solutions, an SAIC company  January 2012 - May 2012
Siemens Healthcare Diagnostics  September 2011 - January 2012
Philips Medical Capital  September 2004 - June 2011
Yellow Book, USA  September 2001 - September 2004

Skills
Contract Negotiation, Negotiation, Microsoft Office, Documentation, Excel, PowerPoint, Administration, Problem Solving, Outlook, Interviewing, Compliance, Word, Healthcare, System Administration, Microsoft Excel, Software Documentation, Microsoft Word, Financial Analysis, Banking, Sales, Employee Relations, Customer Service, Budgets, Management, Interviews, Sales Operations, Team Building, Process Improvement, Account Management, Risk Management, Program Management, Training, Project Management, Strategic Planning, Policy, Time Management, Leadership, Change Management, Recruiting, New Business Development, Finance, Team Leadership, Coaching, Analysis

Education
Rosemont College   2013 — 2015
Master of Business Administration (MBA)

Cabrini College   2009 — 2010
MS, Business Leadership

PJA School   2000 — 2001
Certificate, Paralegal

Cabrini College
BA, Business Management

Mary Cay Okeefe Mary Cay Okeefe Greater Philadelphia Area Details
Mary Cay Okeefe's The Bryn Mawr Trust Company Experience 2001 - 2007
Job Mortgage Lender at TD Bank
Industry Banking
Experience
TD Bank Group  September 2011 - Present
Bank of America  June 2008 - December 2009
The Bryn Mawr Trust Company   2001 - 2007

Education
Rosemont College   2001 — 2006
BA, Business

John Roman John Roman Chester Springs, Pennsylvania Details
John Roman's The Bryn Mawr Trust Company Experience February 2000 - January 2002
Job Chief Executive Officer
Industry Sporting Goods
Experience
Defend Your Head   April 2013 - Present
Arin Risk Advisors, LLC   November 2011 - December 2014
Whitford Advisory Services LLC   July 2011 - August 2012
Valley Forge Capital Advisors Inc.   January 2002 - June 2010
The Bryn Mawr Trust Company   February 2000 - January 2002
Merrill Lynch Trust Company  January 1990 - January 2000

Skills
Investments, Wealth Management, Trusts, Financial Advisory, Sales&Marketing, Sales Management, Business Strategy, Strategic Business..., Start-ups, Executive Management, Marketing, Management, Portfolio Management, Philanthropy, Finance, Strategy, Private Banking, Venture Capital, Risk Management, Financial Planning, Hedge Funds, Investment Strategies, Financial Services

Education
Idaho State University   1971 — 1974
B.S., Education

Susan W. O'Donnell Susan W. O'Donnell Greater Philadelphia Area Details
Susan W. O'Donnell's The Bryn Mawr Trust Company Experience August 2009 - December 2014
Job Wealth Planner at Wilmington Trust Company/M & T Bank
Industry Financial Services
Experience
Wilmington Trust Company/M&T Bank   March 2015 - Present
Brett Senior & Associates, P.C.   December 2014 - March 2015
The Bryn Mawr Trust Company   August 2009 - December 2014
Brett Senior & Associates   November 2005 - August 2009
Valley Forge Financial Group  September 1996 - November 2005

Skills
Estate Administration, Estate Planning, Wealth Management, Trust Management, Financial Planning, Retirement Planning, High Net Worth..., Wealth Management..., Estate Tax Planning, Wealth, Tax Planning

Education
Villanova University School of Law   1994 — 1997
Master of Laws (LLM), Taxation

Widener University School of Law   1988 — 1991
JD, Law

Duke University
Bachelor of Arts (B.A.)

Ruston Wolfe, CFA, CFP® Ruston Wolfe, CFA, CFP® Harrisburg, Pennsylvania Area Details
Ruston Wolfe, CFA, CFP®'s The Bryn Mawr Trust Company Experience May 2011 - Present
Job Vice President at Bryn Mawr Trust Company
Industry Investment Management
Experience
The Bryn Mawr Trust Company   May 2011 - Present
Hershey Trust Company  June 2004 - May 2011
Mercantile Investment and Wealth Management   October 2002 - June 2004
T. Rowe Price  August 1998 - October 2002

Skills
Investments, Portfolio Management, Asset Allocation, Equities, Asset Management, Mutual Funds

Education
Loyola University Maryland   1999 — 2001
Master of Science, Finance

Elizabethtown College   1994 — 1998
Bachelor of Science, Business Administration

John S. Harrison John S. Harrison Greater Philadelphia Area Details
John S. Harrison's The Bryn Mawr Trust Company Experience July 2006 - Present
Job Vice President at The Bryn Mawr Trust Company
Industry Financial Services
Experience
The Bryn Mawr Trust Company   July 2006 - Present
Wilmington Trust  January 2003 - July 2006
Glenmede  January 1996 - January 2003

Skills
Estate Administration, Estate Planning, Personal Trust..., Wealth Management, Wealth Preservation...

Education
Case Western Reserve University School of Law   1990 — 1990
J.D.

Yale University   1983 — 1987
B.A., History

Chestnut Hill Academy   1971 — 1983

Joy Wierzbowski Joy Wierzbowski Greater Philadelphia Area Details
Joy Wierzbowski's The Bryn Mawr Trust Company Experience February 2014 - Present
Job Commercial Loan Operations Administrator at The Bryn Mawr Trust Company
Industry Banking
Experience
The Bryn Mawr Trust Company   February 2014 - Present
Noah Bank  July 2013 - December 2014
Royal Bank America  March 2008 - July 2013
Royal Bank America  2008 - July 2013
Allegiance Bank of North America   April 2002 - March 2008

Skills
Commercial Lending, Small Business Lending, Loans, Commercial Mortgages, Credit, Commercial Banking, Banking, Consumer Lending, Retail Banking, Microsoft Office

Education
Heidelberg University
Bachelor's Degree, Education, 3.79

Gregg Matis Gregg Matis Greater Philadelphia Area Details
Gregg Matis's The Bryn Mawr Trust Company Experience March 2013 - Present
Job Independent Contractor IT Project Manager at The Bryn Mawr Trust Company
Industry Insurance
Experience
The Bryn Mawr Trust Company   March 2013 - Present
Legion Insurance (In Liquidation)  

Skills
Project Planning, Strategic Planning, PMO, Management, Leadership, Business Analysis, Vendor Management, Process Improvement, Change Management, Insurance, Property & Casualty..., SDLC, Claims Management, Risk Management, IT Strategy, Team Building, Quality Assurance, Business Process, Executive Management, Management Consulting, Program Management, Strategy, Business Process..., Integration, Analysis, Consulting, Reinsurance, Project Portfolio..., Team Leadership, Litigation Management, Legal Liability, Business Intelligence, Project Management, Requirements Analysis, Banking, Visio, Requirements Gathering, Governance, Outsourcing

Education
Juniata College
BA

Philadelphia University
MBA

Rowan University
M.A.

Rande E. Whitham Rande E. Whitham Greater Philadelphia Area Details
Rande E. Whitham's The Bryn Mawr Trust Company Experience April 2005 - July 2007
Job Senior Vice President and Wealth Compliance Officer at Bryn Mawr Bank Corporation
Industry Banking
Experience
Bryn Mawr Bank Corporation   July 2007 - Present
The Bryn Mawr Trust Company   April 2005 - July 2007
The Bryn Mawr Trust Company   May 1999 - April 2005
The Outsourcing Partnership, LLC (Accume Partners)   May 1995 - May 1999
CoreStates New Jersey National Bank   September 1985 - May 1995
The First Huntington National Bank   June 1979 - August 1985

Skills
Banking, Due Diligence, Financial Analysis, Investments, Loans, Risk Management, Securities, Wealth Management

Education
Cannon Financial Institute   1991 — 1993
Graduate of the Trust Audit and Compliance School

Bank Administration Institute   1986 — 1989
Graduate, The School for Bank Administration- Audit Major

Marshall University   1982 — 1983
Master of Business Administration

West Virginia University   1975 — 1979
Bachelor of Science in Business Adminstration, Finance

Helen Hofbauer Helen Hofbauer Greater Philadelphia Area Details
Helen Hofbauer's The Bryn Mawr Trust Company Experience 2014 - Present
Job Electronic Banking Team Leader at The Bryn Mawr Trust Company
Industry Banking
Experience
The Bryn Mawr Trust Company   2014 - Present
DNB First  1997 - 2014

Skills
Banking, Internet Banking, Customer Service, Customer Satisfaction, Commercial Banking, Volunteer Management, Retail Banking, Banking Relationships, Project Management

Education
Delaware County Community College
Associate's Degree, Business Administration and Management, General

Upper Merion High School

Robert whalen Robert whalen Greater Philadelphia Area Details
Robert whalen's The Bryn Mawr Trust Company Experience May 1970 - July 1987
Job Sr. Executive Vice President at Susquehanna Bank
Industry Banking
Experience
Susquehanna Bank  President & CEO/ChairmanFounders BankJuly 1987 - July 1997
The Bryn Mawr Trust Company   May 1970 - July 1987

Education
Merrimack College   1963 — 1967
BS, Marketing

Adrian Petersen Adrian Petersen San Diego, California Details
Adrian Petersen's The Bryn Mawr Trust Company Experience September 2011 - July 2013
Job Volunteer at San Diego County
Industry Environmental Services
Experience
San Diego County  November 2013 - February 2014
The Bryn Mawr Trust Company   September 2011 - July 2013
Wells Fargo Bank  May 2010 - May 2011
Motivational Systems  May 2009 - May 2011
Washoe County  May 2008 - November 2008

Skills
Management, Customer Satisfaction, Customer Service, Analysis, Banking, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word

Education
University of Nevada-Reno   2007 — 2011
Bachelors, Environmental Resource Economics; Business Administration & Applied Statistics

Mame Skelly Mame Skelly Greater Philadelphia Area Details
Mame Skelly's The Bryn Mawr Trust Company Experience March 2008 - Present
Job Senior Vice PresidentFinancial Operations & Systems Finance Division at The Bryn Mawr Trust Company
Industry Financial Services
Experience
The Bryn Mawr Trust Company   March 2008 - Present
The Bryn Mawr Trust Company   September 1996 - March 2008
The Bryn Mawr Trust Company   May 1988 - September 1996

Skills
Systems integration, M&A due diligence &..., Project management, Workflow solutions, Risk Management, Project Management, Process Improvement, Vendor Management, Banking, Strategic Planning, Team Building, Integration, Change Management, Software Documentation, Financial Analysis, Credit, Finance, Access, Business Analysis, Budgets, Management Consulting

Education
Rosemont College   1984 — 1989

Rosemont College   1984 — 1988
Bachelor of Science, Business Administration

Anthony Meekins Anthony Meekins Greater Philadelphia Area Details
Anthony Meekins's The Bryn Mawr Trust Company Experience February 2013 - December 2013
Job IT Operating System Analyst at UnitedHealth Group
Industry Telecommunications
Experience
UnitedHealth Group  March 2014 - Present
The Bryn Mawr Trust Company   February 2013 - December 2013
Citigroup  September 2012 - January 2013
Cynet Systems at Cigna   March 2012 - September 2012
Independence Blue Cross  March 1997 - February 2011
Independence Blue Cross  March 1994 - March 1997
Independence Blue Cross  January 1989 - March 1994

Skills
Telephony Administration, Contact Center..., Call Centers

Education
Lincoln University   1980 — 1984
B.A., Business Administration

Gale Rue Gale Rue Greater Philadelphia Area Details
Gale Rue's The Bryn Mawr Trust Company Experience March 1999 - July 2008
Job Wealth Advisor at Glenmede Trust Company
Industry Financial Services
Experience
Glenmede Trust Company  July 2008 - Present
Glenmede  2008 - Present
The Bryn Mawr Trust Company   March 1999 - July 2008
PNC Bank  1988 - 1999

Skills
Estate Planning, High Net Worth..., Trust Services, Financial Analysis, Special Needs Trusts, Fiduciary Services, Personal Trust..., Multi-generational..., Guardianship

Education
Pennsylvania State University, The Dickinson School of Law   1980 — 1983
Doctor of Law (JD)

Allegheny College   1975 — 1979
Bachelor of Arts (B.A.), English Language and Literature/Letters, Communications, & French

Marian Ciaccia Marian Ciaccia Broomall, Pennsylvania Details
Marian Ciaccia's The Bryn Mawr Trust Company Experience March 2004 - December 2010
Job Financial Administrator at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management  February 2011 - Present
The Bryn Mawr Trust Company   March 2004 - December 2010

Skills
Trust Services, Custodial Services

Education
Saint Joseph's University   1977 — 1986

Holy Child Academy   1967 — 1971
Academic

Barbara Pettit Barbara Pettit Greater Philadelphia Area Details
Barbara Pettit's The Bryn Mawr Trust Company Experience June 2013 - Present
Job SVP, Wealth Management Bryn Mawr Trust Company
Industry Financial Services
Experience
The Bryn Mawr Trust Company   June 2013 - Present
Bryn Mawr Trust Company  July 2004 - Present
BISYS  January 1996 - July 2004
Smith Barney Corporate Trust Company   1993 - 1995
CoreStates Bank  August 1982 - 1993

Skills
Finance, Financial Services, Wealth Management, Leadership, Pensions, Estate Planning, Retirement Planning, Banking, Quality Assurance, Public Speaking, Investment Advisory, Financial Planning

Education
Gettysburg College
BA, Business Administration/Political Science

National Graduate Trust School

Radnor

Mary Shane Mary Shane United States Details
Mary Shane's The Bryn Mawr Trust Company Experience February 2006 - Present
Job Assistant Treasurer at The Bryn Mawr Trust Company
Industry
Experience
The Bryn Mawr Trust Company   February 2006 - Present

Education
Lycoming College
Corporate Communications

Therese Trainer Therese Trainer Bala Cynwyd, Pennsylvania Details
Therese Trainer's The Bryn Mawr Trust Company Experience June 2006 - Present
Job Vice President at Bryn Mawr Trust
Industry Financial Services
Experience
The Bryn Mawr Trust Company   June 2006 - Present
Bryn Mawr Trust  June 2006 - Present
Mom to 5 wonderful children   March 1986 - Present
Allegiance Bank  September 2000 - June 2006
PNC Bank  September 1999 - September 2000
First Pennsylvania Bank  June 1978 - March 1986

Skills
Strategic Planning, Financial Analysis, Accounting, Non-profits, Nonprofits, Budgets

Education
St. Joseph's University   1980 — 1985
Bachelor's Degree, Accounting

Sancta Maria Secondary School Co Mayo Ireland   1965 — 1971
Secondary School

Scott Mellinger Scott Mellinger Greater Philadelphia Area Details
Scott Mellinger's The Bryn Mawr Trust Company Experience November 2012 - April 2014
Job x at Actively seeking a full time position
Industry Financial Services
Experience
Actively seeking a full time position   April 2014 - Present
The Bryn Mawr Trust Company   November 2012 - April 2014
First Niagara Bank  September 1997 - February 2012

Skills
Customer Service, Loans, Banking, Microsoft Office, Commercial Lending, Insurance, Cash Management, Underwriting, Risk Management, Strategic Financial..., Finance, Deposits, Financial Analysis, Portfolio Management, Cross Selling, New Business Development

Education
West Chester University of Pennsylvania   1999 — 2002
Master of Science (M.S.), Education: Secondary School Counseling

Shippensburg University of Pennsylvania   1990 — 1994
Bachelor of Science (B.S.), Elementary Education

Tina Fasbinder Tina Fasbinder Brookhaven, Pennsylvania Details
Tina Fasbinder's The Bryn Mawr Trust Company Experience October 1998 - August 2008
Job Academic Administrative Assistant at Bryn Mawr College
Industry Higher Education
Experience
Bryn Mawr College  November 2013 - Present
Pennsylvania Trust  February 2011 - November 2012
Creative Financial Group  August 2008 - October 2010
The Bryn Mawr Trust Company   October 1998 - August 2008

Skills
Administrative..., Office Administration, Office Management, Administration, Customer Service, Administrative...

Education
Peirce College   1985 — 1987
Associates Degree, Administrative Assistant and Secretarial Science, General, 3.8 GPA

St. Hubert's Catholic High School   1981 — 1985
High School Diploma

Drew Camerota Drew Camerota Wayne, Pennsylvania Details
Drew Camerota's The Bryn Mawr Trust Company Experience May 2009 - Present
Job Senior Vice President at The Bryn Mawr Trust Company
Industry Financial Services
Experience
The Bryn Mawr Trust Company   May 2009 - Present
UBS Wealth Management  2004 - 2009
Fox Television  1990 - 2004
wbz tv  1984 - 1986

Education
University of New Hampshire
Bachelor's degree, Politics, Economics and Italian

Chad Fortenbaugh Chad Fortenbaugh Bryn Mawr, Pennsylvania Details
Chad Fortenbaugh's The Bryn Mawr Trust Company Experience March 2011 - Present
Job Financial Analyst/Investor Relations at The Bryn Mawr Trust Company
Industry Financial Services
Experience
The Bryn Mawr Trust Company   March 2011 - Present
Coho Partners, Ltd.   July 2009 - August 2009
Chubb Insurance  June 2009 - June 2009

Skills
Financial Modeling, Acquisitions, Mergers, Budget Forecasts, Reconcilement, Regulatory Filings, Investor Relations, Financial Analysis, Mergers & Acquisitions, SEC filings, Swaps, Due Diligence, Budgets, Investments, Risk Management, Finance

Education
Villanova University   2013 — 2016
Master of Business Administration (MBA), Finance, General

Temple University   2006 — 2010
Bachelor of Business Administration (B.B.A.), Risk Management and Insurance, Finance, Cum Laude

Kelly Bellew Kelly Bellew Greater Philadelphia Area Details
Kelly Bellew's The Bryn Mawr Trust Company Experience September 2010 - March 2011
Job Portfolio Manager at Alliance Bank
Industry Financial Services
Experience
Alliance Bank  September 2014 - Present
Alliance Bank  March 2011 - Present
The Bryn Mawr Trust Company   September 2010 - March 2011
Alliance Bank  April 2007 - September 2010

Skills
Retail Banking, Commercial Lending, Financial Analysis, Portfolio Management, Banking, Commercial Banking, Small Business Lending, Credit, Credit Analysis, Loans, Mortgage Lending, Access, Loan Origination

Education
St. Joseph's University   1984 — 1991
Bachelor of Science (BS), Business/Marketing

Walter Beckman Walter Beckman Feasterville Trevose, Pennsylvania Details
Walter Beckman's The Bryn Mawr Trust Company Experience April 1996 - December 1998
Job Senior Auditor at Amtrak Office of Inspector General
Industry Transportation/Trucking/Railroad
Experience
Amtrak Office of Inspector General  January 1999 - Present
The Bryn Mawr Trust Company   April 1996 - December 1998
Frankford Bank   May 1983 - April 1996

Skills
Internal Controls, Accounting, Financial Accounting, Accounts Payable, General Ledger, Budgets, Accounts Receivable, Finance, Microsoft Excel, Financial Statements

Education
LaSalle College High School

Penn State University
Associate's Degree, Business Administration and Management, General

Temple University - Fox School of Business and Management
Bachelor's Degree, Accounting and Business/Management

Christine Bucci Christine Bucci Hatboro, Pennsylvania Details
Christine Bucci's The Bryn Mawr Trust Company Experience April 2011 - Present
Job Central File Administrator at The Bryn Mawr Trust Company
Industry Financial Services
Experience
The Bryn Mawr Trust Company   April 2011 - Present
Harleysville National Bank  May 2006 - June 2010
Firstrust Bank  May 2000 - May 2006

Skills
Proficient in Microsoft..., Close Attention to..., Organized Multi-tasker, Hands-on Problem Solver

Education
Strayer University-Pennsylvania   2004 — 2006
Associate's degree, Accounting

Temple University   1989 — 1990

Cedar Grove Christian Academy   1976 — 1988
High School Diploma, Business/College Prep

Dwayne Holloway Dwayne Holloway Dacula, Georgia Details
Dwayne Holloway's The Bryn Mawr Trust Company Experience August 2007 - June 2008
Job Fine Art Professional
Industry Fine Art
Experience
UGA Community Music School   2011 - 2013
The Bryn Mawr Trust Company   August 2007 - June 2008

Skills
Customer Service, Retail Sales, Banking, Music Education

Education
The University of Georgia   1996 — 2001
Bachelor of Arts (B.A.), Music

Alicia Burns Alicia Burns Philadelphia, Pennsylvania Details
Alicia Burns's The Bryn Mawr Trust Company Experience April 2010 - June 2014
Job VP Documentation Manager at Beneficial Bank
Industry Financial Services
Experience
Beneficial Bank  July 2014 - Present
The Bryn Mawr Trust Company   April 2010 - June 2014
Harleysville National Bank  April 2006 - April 2010

Skills
Credit, Loans, Risk Management, Investments, Portfolio Management, Financial Analysis, Financial Services, Finance, Credit Analysis, Commercial Banking, Retail Banking, Mortgage Lending, Wealth Management, Asset Management

Education
Penn State Erie, The Behrend College
Bachelor of Business Administration (B.B.A.), Paralegal

Brian Koontz Brian Koontz Media, Pennsylvania Details
Brian Koontz's The Bryn Mawr Trust Company Experience 2013 - 2015
Job Banking Professional
Industry Banking
Experience
The Bryn Mawr Trust Company   2013 - 2015
M&T Bank  July 2012 - March 2013
M&T Bank  March 2004 - July 2012
M&T Bank  August 2001 - March 2004
Union National Community Bank  April 2000 - August 2001

Education
Lycoming College   1987 — 1991
Astronomy ? Physcis, Astronomy & Physics, Graduated

Select page

1 2


Similar Companies