The Glenmede Trust Company
Founded: 1956 Parent organization: Glenmede Corporation Subsidiary: Glenmede Investment Management, LP
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The Glenmede Trust Company Employees
The Glenmede Trust Company April 2013 - Present
Arnold Worldwide May 2012 - April 2013
Arnold Worldwide May 2011 - May 2012
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA)
Bucknell University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Drexel University - School of Economics June 2014 - Present
Susquehanna International Group, LLP (SIG) March 2015 - September 2015
The Glenmede Trust Company March 2014 - September 2014
The Glenmede Trust Company May 2013 - September 2013
Cedar Fair Entertainment Company July 2012 - September 2012
Skills
Microsoft Excel, Econometrics, Maple, Matlab, Trumpet, Investment Strategies, Microsoft Office, Microsoft Word, PowerPoint, Data Analysis, Microsoft Access, Stata, Research, Python, SQL, Equities, Analysis, Handbrake, HTML, Microsoft Publisher, Microsoft PowerPoint, Microsoft Outlook, Visual Basic, Factset, Process Automation, Automation, Macroeconomics, Selenium WebDriver, Regression Analysis, Microsoft SQL Server, T-SQL, VBA
Education
Drexel University 2011 — 2016
Bachelor's Degree, Mathematical Economics, GPA: 3.4
Foundation for International Education 2012 — 2012
Study Abroad, GPA: 3.2
William Allen High School 2007 — 2011
High School
KPMG US October 2014 - Present
KPMG US June 2012 - September 2014
The Glenmede Trust Company May 2011 - April 2012
A&M Berk Tax Service December 2010 - April 2011
Camden Shipyard and Maritime Museum December 2009 - February 2011
Staples August 2006 - August 2010
Skills
Tax, Accounting, Financial Planners, Corporate Tax, Finance, Cost Benefit, Partnership Taxation, Non-profits, Financial Accounting, Tax Returns, CPA, Bookkeeping
Education
Rutgers, The State University of New Jersey-Camden 2007 — 2012
BA, Accounting and Finance
Cherry Hill High School West 2003 — 2007
High School Diploma, Business
Alaska Geographic January 2013 - Present
Montgomery, McCracken, Walker & Rhoads, LLP May 2010 - December 2012
Montgomery, McCracken, Walker & Rhoads February 2008 - June 2010
Eastern National April 1996 - February 2008
The Glenmede Trust Company August 1994 - April 1996
The Pew Charitable Trusts April 1990 - August 1994
Acxiom January 1989 - April 1990
United States Army June 1984 - October 1988
Skills
Strategic Planning, Cost Efficiency, Leadership, Project Management, Budget Process, Budgetary Control, Benefit Cost Analysis, Negotiation, Motivation, Interviews, Conflict Resolution, Public Speaking, Human Resources, FMLA, Employee Relations, Deferred Compensation, Policy, Recruiting, Nonprofits, Benefits Administration, Temporary Placement, Management, Employee Benefits, Labor Relations, Strategy, Workforce Planning, Employment Law, Succession Planning, Onboarding, HRIS, Talent Acquisition, Organizational..., Industrial Relations, Performance Management, Executive Management, New Hire Orientations, Personnel Management, Talent Management, Career Development, Compensation & Benefit, Employee Handbooks, Legal Compliance
Education
Temple University
MBA
Bloomsburg University
BA
Human Resource Certification Institute 1998 — 1998
SPHR
The Glenmede Trust Company 1993 - Present
Stradley Ronon August 1988 - July 1993
Skills
Due Diligence, Alternative Investments, Estate Planning, Asset Managment, Hedge Funds, Equities, Securities, Investments, Capital Markets, Investment Advisory, Contract Negotiation
Education
Boston University School of Law 1985 — 1988
JD
Boston College 1982 — 1986
Boston College 1982 — 1985
Envision Consultants, LTD. April 2014 - Present
Arora Engineers, Inc. July 2007 - March 2014
Urban Engineers, Inc. February 2006 - July 2007
Burns Engineering, Inc. July 2000 - February 2006
The Glenmede Trust Company February 1997 - July 2000
Morgan Lewis & Bockius August 1996 - February 1997
Lawyer's Services/Lawyer's Digest, Haddonfield, NJ and Philadelphia May 1993 - August 1996
Skills
Market Research, Marketing Strategy, Advertising, Proposal Writing, Newsletters, Marketing, Public Relations, Speech Writing, Internal Communications, Vendor Management, Conference Coordination, Contract Management, Teaming, Program Management, Email Marketing, Business Analysis, Business Development, CRM, Marketing Communications, Corporate Communications, Corporate Branding, Marketing Management, Political Science, Strategic Communications, Contract Negotiation, New Business Development, Brand Development, PowerPoint, Event Management, Team Leadership, Brochures, Business Strategy, Analysis, Deltek Vision, Media Relations, Corporate Events, Branding & Identity, Event Planning
Education
Temple University 1996 — 2000
Master of Arts (M.A.), Political Science and Government
Temple University 1992 — 1996
Bachelor of Arts (B.A.), Journalism
Archbishop Prendergast
High School
St. Louis!
JPMorgan Chase & Co. July 2015 - Present
The Glenmede Trust Company June 2014 - August 2014
Skills
Matlab, Java, Project Management, Microsoft Office, Systems Engineering, Salesforce.com, CRM, LoggerPro, Camtasia, Engineering
Education
University of Pennsylvania 2011 — 2015
Bachelor's Degree, Systems Science and Engineering
Enesco April 2013 - Present
Pistol & Stamen December 2012 - April 2013
Catholic Health East July 2010 - August 2012
Ted DiRenzo Montessori School May 2010 - July 2010
American Expediting Company April 2010 - May 2010
Drexel University October 2009 - March 2010
The Glenmede Trust Company September 2008 - March 2009
Mercy Health System November 2007 - September 2008
CVS Caremark Corporation April 2007 - July 2007
Philadelphia Streets Department October 2006 - March 2007
Skills
Purchasing, Marketing, Customer Service, Problem Solving, Training, Adobe Creative Suite, Integrity, Fast Learner, Professional..., Positive Can-do Attitude, Procurement, Social Media, Leadership, Public Relations, Social Media Marketing
Education
Drexel University 2005 — 2010
Bachelors, Business Administration, Marketing
Subaru of America 2013 - Present
AAA South Jersey 2011 - 2012
American Water Resources 2004 - 2011
The Glenmede Trust Company 2001 - 2003
MERCK & CO., Inc. 1999 - 2000
Fannie Mae 1997 - 1999
MARSH 1990 - 1997
Skills
Marketing Strategy, Email Marketing, Market Research, Marketing, Direct Marketing, Event Management, B2B, Cross-functional Team..., Management, Competitive Analysis, Newsletters, Leadership, Strategy, Lead Generation, Social Media
Education
University of Delaware
Bachelor of Science, Human Resources
The Glenmede Trust Company November 2013 - Present
Skills
Estate Administration, Estate Law, Trust Services, Wealth Management..., Trusts
Education
Villanova University School of Law 1988 — 1991
Stonehill College 1984 — 1988
Bishop Stang High School 1980 — 1984
The Glenmede Trust Company- New York City office October 2010 - Present
The Glenmede Trust Company January 2005 - October 2010
The Glenmede Trust Company June 2004 - August 2004
Greatwide Truckload Management, LLC, Langhorne, PA January 2003 - August 2003
Skills
Fixed Income, Alternative Investments, Hedge Funds, Bloomberg, Wealth Management, Asset Managment, Portfolio Management, Mutual Funds, Equities, Investments, Asset Allocation, Trading, Valuation, Credit Analysis, Financial Modeling
Education
CFA Institute
CFA Charter
Penn State University 2000 — 2004
Economics
The Glenmede Trust Company, N.A. December 2013 - Present
The Glenmede Trust Company April 2012 - Present
Morgan Stanley Private Bank April 2011 - June 2012
Goldman Sachs May 2004 - June 2009
Credit Suisse 2001 - 2004
Sorema Re 1999 - 2001
Reliance National Insurance Company 1997 - 1998
Skills
Trusts, Wealth Management, Investment Management, Trust Services, Asset Allocation, Investments, Fixed Income, Tax, Asset Management, Wealth Management...
Education
Pennsylvania State University 1992 — 1996
The Glenmede Trust Company January 2001 - Present
Asher & Company, Ltd. (now merged with BDO USA, LLP) July 1991 - January 2001
Education
Saint Joseph's University 1987 — 1991
Ocwen Financial Corporation - US April 2015 - Present
Ocwen Financial Corporation - US (acquired Ally Financial's subsidiary GMAC/ResCap Feb. 2013) May 2012 - Present
Ally Financial Inc. September 2011 - May 2012
THE TOMKO GROUP July 2009 - September 2011
DEASEY, MAHONEY & VALENTINI, LTD March 2008 - July 2009
HECKSCHER, TEILLON, TERRILL & SAGER, P.C. February 2007 - January 2008
PLAKINS, RIEFFEL & RAY, P.C January 2004 - February 2007
BH CONSULTING SERVICES October 2001 - December 2003
THE GLENMEDE TRUST COMPANY August 1998 - October 2001
BH CONSULTING SERVICES January 1996 - July 1998
Skills
Process Improvement, Business Analysis, Vendor Management, Recruiting, Employee Relations, Management, Human Resources, Leadership, HRIS, Change Management, Operations Management, Business Process..., Team Building, Strategic Planning, Employee Engagement, Budgets, Training, Project Management, Employee Benefits, Mergers & Acquisitions, Negotiation, Forecasting, Analysis, Strategy, Marketing, Finance, Sourcing, Project Planning, Program Management, Payroll, Team Leadership, Interviews, Software Documentation, Access, Data Analysis, Financial Modeling, Banking, Deferred Compensation, Executive Management, Financial Services, Portfolio Management, Risk Management, Financial Analysis, Sales, CRM, Customer Service, Relationship Management
Education
Holy Family University 1977 — 1981
BA, Management, Marketing, Economics
The Glenmede Trust Company October 1993 - Present
Ernst & Young August 1989 - October 1993
Skills
Finance, Human Resources, Asset Management, Investments, Financial Modeling, Investment Management, Financial Analysis, Mutual Funds, Valuation, Wealth Management, Capital Markets, Strategic Financial..., Financial Services
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA
Bucknell University 1985 — 1989
BSBA, Accounting
Stewart Lender Services August 2014 - Present
DataQuick April 2013 - August 2014
PHH Mortgage October 2012 - March 2013
The Glenmede Trust Company August 2011 - February 2012
Penn Mutual January 2008 - September 2010
Janney Montgomery Scott August 1999 - December 2007
Education
Temple University
Bachelor of Business Administration
The Glenmede Trust Company May 1972 - December 2009
Education
Temple University 1962 — 1974
BS, Accounting
The Glenmede Trust Company February 2011 - January 2014
Eastern Lebanon County School District 2007 - February 2011
Keystone Weaving Mills, Inc. 1999 - 2007
Skills
Accounts Payable, Accounting, Accounts Receivable, General Ledger, Invoicing, Journal Entries, Accruals, Fixed Assets, Spreadsheets, Cash Management, Analysis, Microsoft Excel
Education
Harrisburg Area Community College 1992 — 1994
Accounting
Lebanon Valley College 1990 — 1991
Accounting
Accounting Specialist Course - Ft. Benjamin Harrison, IN 1989 — 1989
Accounting
The Glenmede Trust Company February 2013 - Present
Ernst & Young October 2011 - June 2012
Downey Spevak & Associates, LTD July 2007 - July 2011
O'Connell & Company June 2006 - August 2006
Skills
Tax Preparation, Journal Entries, General Ledger, Tax Returns, Accounting, QuickBooks, Tax, Bookkeeping, Income Tax, Account Reconciliation, Fixed Assets, Sales Tax
Education
Widener University 2015 — 2018
Masters of Taxation and Financial Planning
Penn State University 2003 — 2007
Bachelor, Accounting
The Glenmede Trust Company November 2005 - Present
Hakol, Inc. 1996 - 2005
Charming Shoppes 1978 - 1996
Education
Princeton University 1973 — 1978
A.B., Religion
William Penn Charter School