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

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The Bryn Mawr Trust Company Employees

Employee
Years
Job
Industry
Aneesh Jain Aneesh Jain Greater Los Angeles Area Details
Aneesh Jain's The Bryn Mawr Trust Company Experience May 2009 - June 2009
Job Consultant at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group  August 2011 - Present
Osage Partners   June 2010 - August 2010
The Bryn Mawr Trust Company   May 2009 - June 2009
The Princeton Review  June 2008 - September 2008

Skills
Technology, Strategic Consulting, Written Communication, Strategy, Management Consulting, Business Strategy, Organizational Design, Market Entry, Business Transformation, Growth Strategies, Business Process...

Education
University of Pennsylvania - The Wharton School   2007 — 2011
BS & BA, Operations and Information Management, International Studies

Marjorie Snelling Marjorie Snelling Greater Philadelphia Area Details
Marjorie Snelling's The Bryn Mawr Trust Company Experience November 2011 - Present
Job Chief Operating Officer, Wealth Management Division at The Bryn Mawr Trust Company
Industry Financial Services
Experience
The Bryn Mawr Trust Company   November 2011 - Present
Lincoln Financial Advisors  June 2009 - December 2011
Lincoln Financial Group  March 2005 - February 2009
Consultant  1999 - 2005
CoreStates Financial Corp  1985 - 1998

Skills
Wealth Management, Retirement Planning

Education
University of Pennsylvania
BS, Economics

James Knopf James Knopf Greater Philadelphia Area Details
James Knopf's The Bryn Mawr Trust Company Experience Branch BankerThe Bryn Mawr Trust CompanyOctober 2012 - March 2014
Job Investment Associate at The Bryn Mawr Trust Company
Industry Financial Services
Experience
The Bryn Mawr Trust Company   Branch BankerThe Bryn Mawr Trust CompanyOctober 2012 - March 2014
TD Bank  May 2010 - January 2013
Hatboro-Horsham Educational Foundation   2009 - 2010
Vanguard  November 2007 - August 2008
Vanguard  June 2006 - November 2007
Vanguard  August 2002 - June 2006
Vanguard  March 2001 - August 2002
Vanguard  January 2000 - March 2001
Vanguard  April 1997 - January 2000
Vanguard  February 1995 - April 1997

Skills
Process Improvement, Mutual Funds, Management, Investments, Financial Services, Customer Service, Relationship Management, Finance

Education
University of Rochester   1981 — 1985
BA, English

Radclyffe F. Mike Thompson Radclyffe F. Mike Thompson Greater Philadelphia Area Details
Radclyffe F. Mike Thompson's The Bryn Mawr Trust Company Experience April 1991 - January 2002
Job Senior Vice President at Pennsylvania Trust
Industry Investment Management
Experience
Pennsylvania Trust  January 2002 - Present
Saunders Senior Care - Saunders House/Bryn Mawr Terrace   1996 - Present
The Pennsylvania Trust Co.   January 1992 - Present
The Bryn Mawr Trust Company   April 1991 - January 2002

Skills
Wealth Management, Asset Allocation, Bonds, SEC, Estate Planning, Private Equity, Asset Management, Investments, Financial Modeling, Series 7, Equities, Due Diligence, Portfolio Management

Education
University of Pennsylvania   1963 — 1967

Tim Westburg Tim Westburg Greater Philadelphia Area Details
Tim Westburg's The Bryn Mawr Trust Company Experience September 2006 - Present
Job SVP at The Bryn Mawr Trust Company
Industry Financial Services
Experience
The Bryn Mawr Trust Company   September 2006 - Present

Skills
Banking, Risk Management, Portfolio Management, Investments, Credit, Financial Analysis, Loans, Financial Services, Finance, Mortgage Lending

Education
University of Richmond
Bachelor's degree

William Shields William Shields Greater Philadelphia Area Details
William Shields's The Bryn Mawr Trust Company Experience January 2013 - February 2013
Job Senior Compliance Officer at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co.   January 2015 - Present
JPMorgan Chase  April 2014 - January 2015
Robert Half Management Resources  December 2013 - March 2014
Navigant Consulting Inc.  July 2013 - October 2013
The Bryn Mawr Trust Company   January 2013 - February 2013
TD Bank  November 2012 - December 2012
Citibank N.A.   October 2011 - October 2012
ADC NM Ltd. & CSC Inc.   November 2009 - October 2011
HSBC  May 2011 - August 2011
US Dept. of Homeland Security, Immigration and Customs Enforcement   March 2003 - July 2008

Skills
Compliance, Anti-Money Laundering, KYC, Bank Secrecy Act, USA PATRIOT Act, Financial Crimes..., Interviews, AML, Fraud, Anti Money Laundering, Investigation, Risk Assessment, Criminal Investigations, Background Checks, Retail Banking, Financial Risk, Operational Risk, Financial Services, Sanction, Internal Investigations, Due Diligence, Physical Security, Internal Audit, Risk Management, Financial Regulation, Private Investigations, Operational Risk..., Financial Institutions, Securities, Regulations, Enterprise Risk..., Financial Analysis, Certified Fraud Examiner, Litigation Support, Banking, Enforcement, Transaction Processing, FCPA, Surveillance, Criminal Justice, Crisis Management, Security Management, Corporate Governance, Criminal Law, Security Operations, Corporate Security, Evidence, Fraud Detection, Forensic Accounting

Education
University of Rhode Island   1973 — 1977
Bachelor of Arts (B.A.), Political Science and Government

Providence Country Day School

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