The Glenmede Trust Company, N.A.
Description
Founded: 1956 Parent organization: Glenmede Corporation Subsidiary: Glenmede Investment Management, LPFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportGlenmede TrustWebsiteDirections Saved (0) Saved Save Investment service in New York City, New York Address: 535 Madison Ave 21st floor, New York, NY 10022 Hours: Open ⋅ Closes 5PM Tuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (212) 328-7310: : : Place name: Category: Website: : : : Website: http://www.glenmede.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Glenmede Trust Posting publicly on the Web Write a review Reviews Be the first to review
The Glenmede Trust Company, N.A. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Glenmede Trust Company, N.A.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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The Glenmede Trust Company, N.A. Employees
Employee
Years
Job
Industry
Sharon Pang Sharon Pang's The Glenmede Trust Company, N.A. Experience June 2014 - Present
Job Relationship Management Associate at The Glenmede Trust Company, N.A.
Industry Financial Services
Experience
The Glenmede Trust Company, N.A. June 2014 - Present
85 Broads September 2013 - June 2014
Tufts Financial Group September 2012 - June 2014
Alpha Phi Sorority March 2012 - September 2013
Tufts Special Olympics September 2011 - September 2013
Alternative Asset Investment Management July 2013 - August 2013
J.Crew May 2011 - September 2012
Tufts Swimming & Diving September 2010 - February 2011
New-York Historical Society November 2009 - August 2010
Law Office of Fengli Guo July 2009 - August 2009
Skills
Analysis, Entrepreneurship
Education
Tufts University 2010 — 2014
BA, Economics and Political Science
King's College London, U. of London 2013 — 2013
Semester Study-Abroad Program, Business Administration and Management, General, In Progress
Bronx High School of Science 2006 — 2010
Regents with Honor Diploma
Harvard College
Summer Program for High School Students
The Glenmede Trust Company, N.A. June 2014 - Present
85 Broads September 2013 - June 2014
Tufts Financial Group September 2012 - June 2014
Alpha Phi Sorority March 2012 - September 2013
Tufts Special Olympics September 2011 - September 2013
Alternative Asset Investment Management July 2013 - August 2013
J.Crew May 2011 - September 2012
Tufts Swimming & Diving September 2010 - February 2011
New-York Historical Society November 2009 - August 2010
Law Office of Fengli Guo July 2009 - August 2009
Skills
Analysis, Entrepreneurship
Education
Tufts University 2010 — 2014
BA, Economics and Political Science
King's College London, U. of London 2013 — 2013
Semester Study-Abroad Program, Business Administration and Management, General, In Progress
Bronx High School of Science 2006 — 2010
Regents with Honor Diploma
Harvard College
Summer Program for High School Students
Megan Packer Megan Packer's The Glenmede Trust Company, N.A. Experience July 2013 - Present
Job The Glenmede Trust Company, N.A.
Industry Investment Management
Experience
The Glenmede Trust Company, N.A. July 2013 - Present
Fifth Third Bank June 2012 - August 2012
Skills
Microsoft Word, Microsoft Office, Research, PowerPoint, Access, Data Analysis
Education
John Carroll University
Miami University
Bachelor of Science (BS), Economics and Finance
Western Reserve Academy 2005 — 2009
The Glenmede Trust Company, N.A. July 2013 - Present
Fifth Third Bank June 2012 - August 2012
Skills
Microsoft Word, Microsoft Office, Research, PowerPoint, Access, Data Analysis
Education
John Carroll University
Miami University
Bachelor of Science (BS), Economics and Finance
Western Reserve Academy 2005 — 2009
Erika McDaniel Erika McDaniel's The Glenmede Trust Company, N.A. Experience January 2014 - Present
Job Business Development Associate at Glenmede
Industry Investment Management
Experience
The Glenmede Trust Company, N.A. January 2014 - Present
Turner Investments, L.P. November 2012 - January 2014
Aberdeen Asset Management September 2010 - October 2012
SEI January 2009 - September 2010
SEI December 2006 - December 2008
SEI August 2005 - December 2006
Citi June 2004 - August 2004
Nationwide Financial June 2003 - August 2003
Goldman Sachs June 2002 - August 2002
Skills
Business Development, Strategy, Marketing, Presentations, RFP, Strategic Sales Planning, Tactical Sales Planning, Training, Salesforce.com, Leadership, Management, Email Marketing, Social Media Marketing, Editing, Financial Analysis, Blogging, Event Planning, Responsys Interact, Microsoft CRM, Interwoven, Red Dot, Reach Mail, WebSurveyor, Zarca, RFP Machine, Qvidian, CRM, FactSet
Education
Howard University 2001 — 2005
B.B.A., Marketing, Cum Laude
Maumee Valley Country Day School 1997 — 2001
High School, Honors
The Glenmede Trust Company, N.A. January 2014 - Present
Turner Investments, L.P. November 2012 - January 2014
Aberdeen Asset Management September 2010 - October 2012
SEI January 2009 - September 2010
SEI December 2006 - December 2008
SEI August 2005 - December 2006
Citi June 2004 - August 2004
Nationwide Financial June 2003 - August 2003
Goldman Sachs June 2002 - August 2002
Skills
Business Development, Strategy, Marketing, Presentations, RFP, Strategic Sales Planning, Tactical Sales Planning, Training, Salesforce.com, Leadership, Management, Email Marketing, Social Media Marketing, Editing, Financial Analysis, Blogging, Event Planning, Responsys Interact, Microsoft CRM, Interwoven, Red Dot, Reach Mail, WebSurveyor, Zarca, RFP Machine, Qvidian, CRM, FactSet
Education
Howard University 2001 — 2005
B.B.A., Marketing, Cum Laude
Maumee Valley Country Day School 1997 — 2001
High School, Honors
Matthew Shannon Matthew Shannon's The Glenmede Trust Company, N.A. Experience June 2012 - June 2014
Job Small Cap Equity Portfolio Manager Associate at Glenmede Investment Management
Industry Financial Services
Experience
Glenmede Investment Management, L.P. June 2014 - Present
The Glenmede Trust Company, N.A. June 2012 - June 2014
Nittany Lion Fund, LLC May 2009 - December 2011
Goldman Sachs June 2011 - August 2011
Glenmede Investment Management, L.P. May 2010 - August 2010
Skills
CFA Level III Candidate, Fixed Income, Portfolio Management, Investments, Research, Equities, Manager Research, Finance, Investment Management, Asset Management, Asset Allocation, Wealth Management, Valuation, Thematic Investing, Fundamental Research
Education
Penn State University 2008 — 2012
BS, Finance, Minor: Statistics, High Distinction
Passed Level III of the CFA Exam - June 2015
Glenmede Investment Management, L.P. June 2014 - Present
The Glenmede Trust Company, N.A. June 2012 - June 2014
Nittany Lion Fund, LLC May 2009 - December 2011
Goldman Sachs June 2011 - August 2011
Glenmede Investment Management, L.P. May 2010 - August 2010
Skills
CFA Level III Candidate, Fixed Income, Portfolio Management, Investments, Research, Equities, Manager Research, Finance, Investment Management, Asset Management, Asset Allocation, Wealth Management, Valuation, Thematic Investing, Fundamental Research
Education
Penn State University 2008 — 2012
BS, Finance, Minor: Statistics, High Distinction
Passed Level III of the CFA Exam - June 2015
Ella Wurth Ella Wurth's The Glenmede Trust Company, N.A. Experience May 2015 - Present
Job Information Systems Intern at Glenmede Trust Company
Industry Marketing and Advertising
Experience
The Glenmede Trust Company, N.A. May 2015 - Present
ion interactive June 2012 - August 2014
ion interactive June 2012 - August 2012
Gumbo Limbo Nature Center February 2010 - April 2012
Skills
Social Media, Event Planning, Public Speaking, Fundraising, Community Outreach, Facebook, Social Media Marketing, Social Networking, Salesforce.com, Marketing, Pardot, Email Marketing, Blogging
Education
University of Pennsylvania 2013 — 2017
Pine Crest School 2009 — 2013
High School Diploma
The Glenmede Trust Company, N.A. May 2015 - Present
ion interactive June 2012 - August 2014
ion interactive June 2012 - August 2012
Gumbo Limbo Nature Center February 2010 - April 2012
Skills
Social Media, Event Planning, Public Speaking, Fundraising, Community Outreach, Facebook, Social Media Marketing, Social Networking, Salesforce.com, Marketing, Pardot, Email Marketing, Blogging
Education
University of Pennsylvania 2013 — 2017
Pine Crest School 2009 — 2013
High School Diploma
Christina Karapalides's The Glenmede Trust Company, N.A. Experience June 2015 - Present
Job Business Development Associate at The Glenmede Trust Company, N.A.
Industry Investment Management
Experience
The Glenmede Trust Company, N.A. June 2015 - Present
Glenmede Trust Company July 2014 - June 2015
Law Office of Harry J. Karapalides 2006 - July 2014
International Student Services at Loyola University Maryland September 2010 - May 2014
Office of Congressman Gus Bilirakis June 2013 - August 2013
Skills
Microsoft Excel, Public Speaking, Social Media, Microsoft Office, Outlook, Microsoft Word, PowerPoint, Illustrator, International Relations, Research, Fundraising, Customer Service, Photoshop, Event Planning, Social Networking, Editing, Press Releases, Nonprofits, Blogging, Creative Writing, Event Management
Education
Loyola University Maryland 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government
The Agnes Irwin School 2006 — 2010
High School
The Glenmede Trust Company, N.A. June 2015 - Present
Glenmede Trust Company July 2014 - June 2015
Law Office of Harry J. Karapalides 2006 - July 2014
International Student Services at Loyola University Maryland September 2010 - May 2014
Office of Congressman Gus Bilirakis June 2013 - August 2013
Skills
Microsoft Excel, Public Speaking, Social Media, Microsoft Office, Outlook, Microsoft Word, PowerPoint, Illustrator, International Relations, Research, Fundraising, Customer Service, Photoshop, Event Planning, Social Networking, Editing, Press Releases, Nonprofits, Blogging, Creative Writing, Event Management
Education
Loyola University Maryland 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government
The Agnes Irwin School 2006 — 2010
High School
Mary Feighan Mary Feighan's The Glenmede Trust Company, N.A. Experience November 2014 - April 2015
Job Campus Recruiting Coordinator at EY
Industry Human Resources
Experience
EY May 2015 - Present
The Glenmede Trust Company, N.A. November 2014 - April 2015
Unisys December 2013 - November 2014
The University of Scranton August 2013 - November 2013
Weinberg Memorial Library August 2010 - May 2013
Olympia Chimney Supply September 2012 - December 2012
The University of Scranton Business Club January 2012 - November 2012
Mackarey & Mackarey Physical Therapy Consultants, LLC June 2012 - September 2012
The University of Scranton January 2010 - September 2012
Country Club Diner May 2012 - August 2012
Skills
Employee Relations, HRIS, Human Resources, HR Policies, New Hire Orientations, Public Speaking, Leadership, Time Management, Organization, Interviews
Education
University of Scranton 2009 — 2013
Bachelor of Science (B.S.), Human Resources
St. Hubert Catholic High School for Girls 2005 — 2009
EY May 2015 - Present
The Glenmede Trust Company, N.A. November 2014 - April 2015
Unisys December 2013 - November 2014
The University of Scranton August 2013 - November 2013
Weinberg Memorial Library August 2010 - May 2013
Olympia Chimney Supply September 2012 - December 2012
The University of Scranton Business Club January 2012 - November 2012
Mackarey & Mackarey Physical Therapy Consultants, LLC June 2012 - September 2012
The University of Scranton January 2010 - September 2012
Country Club Diner May 2012 - August 2012
Skills
Employee Relations, HRIS, Human Resources, HR Policies, New Hire Orientations, Public Speaking, Leadership, Time Management, Organization, Interviews
Education
University of Scranton 2009 — 2013
Bachelor of Science (B.S.), Human Resources
St. Hubert Catholic High School for Girls 2005 — 2009
Assunta Buonincontri, MBA Assunta Buonincontri, MBA's The Glenmede Trust Company, N.A. Experience November 2014 - Present
Job Wealth Advisory Associate, Officer at The Glenmede Trust Company, N.A.
Industry Investment Management
Experience
The Glenmede Trust Company, N.A. November 2014 - Present
Glenmede July 2012 - Present
Rothstein Kass 2012 - August 2012
Deloitte & Touche November 2009 - January 2012
Anthony L. D'Arminio Jr. PA EA August 2005 - October 2009
WithumSmith+Brown 2008 - August 2008
Skills
Accounting, Holistic Financial..., Personal Financial..., Auditing, Wealth Advising, Finance, QuickBooks, Tax, Strategic Financial..., Tax Preparation, Bookkeeping, Big 4, Microsoft Excel, CPA, Payroll Taxes, Financial Planning, Financial Statements
Education
Centenary College 2008 — 2010
MBA, Finance
Fairleigh Dickinson University-Florham Campus 2004 — 2008
Bachelor, Accounting
The Glenmede Trust Company, N.A. November 2014 - Present
Glenmede July 2012 - Present
Rothstein Kass 2012 - August 2012
Deloitte & Touche November 2009 - January 2012
Anthony L. D'Arminio Jr. PA EA August 2005 - October 2009
WithumSmith+Brown 2008 - August 2008
Skills
Accounting, Holistic Financial..., Personal Financial..., Auditing, Wealth Advising, Finance, QuickBooks, Tax, Strategic Financial..., Tax Preparation, Bookkeeping, Big 4, Microsoft Excel, CPA, Payroll Taxes, Financial Planning, Financial Statements
Education
Centenary College 2008 — 2010
MBA, Finance
Fairleigh Dickinson University-Florham Campus 2004 — 2008
Bachelor, Accounting
Joe Matten's The Glenmede Trust Company, N.A. Experience June 2015 - August 2015
Job Student at Stanford University
Industry Investment Management
Experience
The Glenmede Trust Company, N.A. June 2015 - August 2015
Stanford Management Company October 2014 - June 2015
Mitsubishi UFJ Financial Group, Inc. June 2014 - September 2014
Education
Stanford University 2012 — 2016
Economics, 3.7 GPA
The Glenmede Trust Company, N.A. June 2015 - August 2015
Stanford Management Company October 2014 - June 2015
Mitsubishi UFJ Financial Group, Inc. June 2014 - September 2014
Education
Stanford University 2012 — 2016
Economics, 3.7 GPA
Eli Mudrick Eli Mudrick's The Glenmede Trust Company, N.A. Experience July 2015 - Present
Job Management Associate at Glenmede
Industry Accounting
Experience
The Glenmede Trust Company, N.A. July 2015 - Present
PwC September 2014 - July 2015
PwC January 2014 - May 2014
The Glenmede Trust Company, N.A. June 2013 - December 2013
Skills
Financial Statement..., Financial Accounting, Leadership, Fiduciary Services, Tax Preparation, Income Tax, Tax
Education
Temple University - Fox School of Business and Management 2009 — 2014
Bachelors of Business Administration, Accounting, Cum Laude
Hempfield High School
The Glenmede Trust Company, N.A. July 2015 - Present
PwC September 2014 - July 2015
PwC January 2014 - May 2014
The Glenmede Trust Company, N.A. June 2013 - December 2013
Skills
Financial Statement..., Financial Accounting, Leadership, Fiduciary Services, Tax Preparation, Income Tax, Tax
Education
Temple University - Fox School of Business and Management 2009 — 2014
Bachelors of Business Administration, Accounting, Cum Laude
Hempfield High School
Blake Lawson Blake Lawson's The Glenmede Trust Company, N.A. Experience May 2015 - August 2015
Job Endowments and Foundations Wealth Advisory Intern at The Glenmede Trust Company, N.A.
Industry Investment Management
Experience
The Glenmede Trust Company, N.A. May 2015 - August 2015
Campbell University August 2012 - August 2015
Skills
Fundraising, Alumni Relations, Microsoft Excel, PowerPoint, Microsoft Word, Global Plus, Onyx CRM
Education
Campbell University, Lundy-Fetterman School of Business 2012 — 2016
Trust and Wealth Management Pre-Law
The Glenmede Trust Company, N.A. May 2015 - August 2015
Campbell University August 2012 - August 2015
Skills
Fundraising, Alumni Relations, Microsoft Excel, PowerPoint, Microsoft Word, Global Plus, Onyx CRM
Education
Campbell University, Lundy-Fetterman School of Business 2012 — 2016
Trust and Wealth Management Pre-Law
Lou Pellicori Lou Pellicori's The Glenmede Trust Company, N.A. Experience April 2012 - Present
Job Managing Director, Chief Applications and Technology Officer at Glenmede Investment Management
Industry Financial Services
Experience
The Glenmede Trust Company, N.A. April 2012 - Present
BNY Mellon/PNC GIS July 2008 - September 2011
UBS 2006 - 2008
Sun National Bank 2001 - 2006
Alliance Consulting 2000 - 2001
Commerce Bank 1999 - 2000
CoreStates Financial Corporation 1982 - 1997
Skills
Management Consulting, SDLC, Business Continuity, Financial Risk, IT Strategy, Integration, Enterprise Architecture, System Development, Outsourcing, PMO, Capital Markets, Disaster Recovery, Relationship Management, Leadership, IT Management, Portfolio Management, Mergers & Acquisitions, Equities, Banking, Risk Management, Program Management, Software Project..., Strategic Planning, Project Management, Business Process..., Business Analysis, Business Transformation, Vendor Management, Offshoring, Contract Negotiation, Change Management, Management, Information Technology, Business Intelligence, Business Process, Data Center, Requirements Analysis, IT Service Management, Process Improvement, Trading Systems, Team Leadership, Asset Managment, Financial Services, Wealth Management, Project Portfolio..., CRM, Investments, Business Process..., Team Building, Mergers
Education
University of Pennsylvania 1998 — 1999
Masters, Organizational Dynamics
University of Pennsylvania 1996 — 1996
Certificate, Wharton Executive Management Program.
Rutgers University – Camden 1981 — 1982
BS in Business Administration, Business
Bucknell University
Certificate (3 year program), Central Atlantic Advanced School Of Banking
The Glenmede Trust Company, N.A. April 2012 - Present
BNY Mellon/PNC GIS July 2008 - September 2011
UBS 2006 - 2008
Sun National Bank 2001 - 2006
Alliance Consulting 2000 - 2001
Commerce Bank 1999 - 2000
CoreStates Financial Corporation 1982 - 1997
Skills
Management Consulting, SDLC, Business Continuity, Financial Risk, IT Strategy, Integration, Enterprise Architecture, System Development, Outsourcing, PMO, Capital Markets, Disaster Recovery, Relationship Management, Leadership, IT Management, Portfolio Management, Mergers & Acquisitions, Equities, Banking, Risk Management, Program Management, Software Project..., Strategic Planning, Project Management, Business Process..., Business Analysis, Business Transformation, Vendor Management, Offshoring, Contract Negotiation, Change Management, Management, Information Technology, Business Intelligence, Business Process, Data Center, Requirements Analysis, IT Service Management, Process Improvement, Trading Systems, Team Leadership, Asset Managment, Financial Services, Wealth Management, Project Portfolio..., CRM, Investments, Business Process..., Team Building, Mergers
Education
University of Pennsylvania 1998 — 1999
Masters, Organizational Dynamics
University of Pennsylvania 1996 — 1996
Certificate, Wharton Executive Management Program.
Rutgers University – Camden 1981 — 1982
BS in Business Administration, Business
Bucknell University
Certificate (3 year program), Central Atlantic Advanced School Of Banking
Jason Starn Jason Starn's The Glenmede Trust Company, N.A. Experience October 2014 - Present
Job Business Analyst at Glenmede
Industry Financial Services
Experience
The Glenmede Trust Company, N.A. October 2014 - Present
Glenmede May 2012 - October 2014
The Mercadien Group January 2011 - May 2012
Glenmede June 2011 - December 2011
TD Bank January 2010 - 2011
Prevention Plus October 2008 - January 2009
Gelmarc Distributors August 2005 - 2009
Skills
Accounting, Auditing, Tax, Audit, Financial Accounting, Accounts Payable, Accounts Receivable, Financial Statements, Fixed Assets, Microsoft Excel, Budgets, Finance
Education
Rutgers, The State University of New Jersey-Camden 2010 — 2012
BS, Accounting & Finance
Burlington County College 2008 — 2009
Associates of Science, Business Administration; focus on Accounting; accounting; finance, or MIS
The Glenmede Trust Company, N.A. October 2014 - Present
Glenmede May 2012 - October 2014
The Mercadien Group January 2011 - May 2012
Glenmede June 2011 - December 2011
TD Bank January 2010 - 2011
Prevention Plus October 2008 - January 2009
Gelmarc Distributors August 2005 - 2009
Skills
Accounting, Auditing, Tax, Audit, Financial Accounting, Accounts Payable, Accounts Receivable, Financial Statements, Fixed Assets, Microsoft Excel, Budgets, Finance
Education
Rutgers, The State University of New Jersey-Camden 2010 — 2012
BS, Accounting & Finance
Burlington County College 2008 — 2009
Associates of Science, Business Administration; focus on Accounting; accounting; finance, or MIS
Rebecca Knisley Rebecca Knisley's The Glenmede Trust Company, N.A. Experience January 2015 - Present
Job Endowments and Foundations Wealth Advisory Associate at The Glenmede Trust Company, N.A.
Industry Financial Services
Experience
The Glenmede Trust Company, N.A. January 2015 - Present
Glenmede Trust Company May 2014 - Present
Princeton University September 2013 - Present
Wohelo - the Luther Gulick Camps June 2010 - August 2013
Skills
Psychology, Social Influence, Social Sciences, Wealth Management, Business, Business Relationship..., Private Foundations, Non-profit..., Non-profit Volunteer, Education, Childcare, Microsoft Office, Nonprofits, Visual Arts, Silversmithing
Education
Princeton University 2011 — 2015
Bachelor of Arts (B.A.), Psychology
The Wheeler School 2007 — 2011
The Glenmede Trust Company, N.A. January 2015 - Present
Glenmede Trust Company May 2014 - Present
Princeton University September 2013 - Present
Wohelo - the Luther Gulick Camps June 2010 - August 2013
Skills
Psychology, Social Influence, Social Sciences, Wealth Management, Business, Business Relationship..., Private Foundations, Non-profit..., Non-profit Volunteer, Education, Childcare, Microsoft Office, Nonprofits, Visual Arts, Silversmithing
Education
Princeton University 2011 — 2015
Bachelor of Arts (B.A.), Psychology
The Wheeler School 2007 — 2011
Minerva Pinto's The Glenmede Trust Company, N.A. Experience May 2015 - Present
Job Wealth Advisory Intern at The Glenmede Trust Company
Industry Financial Services
Experience
Temple University - James E. Beasley School of Law August 2015 - Present
The Glenmede Trust Company, N.A. May 2015 - Present
Temple Political & Civil Rights Law Review July 2014 - Present
FREEMAN'S September 2014 - April 2015
Philadelphia Volunteer Lawyers for the Arts June 2014 - December 2014
Jacobs Law Group, PC May 2012 - July 2013
Skills
Legal Research, Research, Editing, French, Public Speaking, PowerPoint, Italian, Microsoft Office, Social Networking, Legal Writing, Westlaw, Lexis, Salesforce.com, Art History, European History, LexisNexis
Education
Temple University - James E. Beasley School of Law 2013 — 2016
Juris Doctor (J.D.)
Bryn Mawr College 2008 — 2012
BA, History major, Italian Language and Literature minor
University College London, U. of London 2010 — 2010
European History and Political Thought
Westridge School 2002 — 2008
Middle and High School Diplomas
Temple University - James E. Beasley School of Law August 2015 - Present
The Glenmede Trust Company, N.A. May 2015 - Present
Temple Political & Civil Rights Law Review July 2014 - Present
FREEMAN'S September 2014 - April 2015
Philadelphia Volunteer Lawyers for the Arts June 2014 - December 2014
Jacobs Law Group, PC May 2012 - July 2013
Skills
Legal Research, Research, Editing, French, Public Speaking, PowerPoint, Italian, Microsoft Office, Social Networking, Legal Writing, Westlaw, Lexis, Salesforce.com, Art History, European History, LexisNexis
Education
Temple University - James E. Beasley School of Law 2013 — 2016
Juris Doctor (J.D.)
Bryn Mawr College 2008 — 2012
BA, History major, Italian Language and Literature minor
University College London, U. of London 2010 — 2010
European History and Political Thought
Westridge School 2002 — 2008
Middle and High School Diplomas
Mark Nurse Mark Nurse's The Glenmede Trust Company, N.A. Experience December 2014 - Present
Job Managing Director at The Glenmede Trust Company, N.A.
Industry Financial Services
Experience
The Glenmede Trust Company, N.A. December 2014 - Present
PNC Wealth Management March 2012 - December 2014
NJ SEEDS 2013 - 2014
PNC Wealth Management 2009 - March 2012
JPMorgan Chase February 1997 - January 2009
Bank of New York Mellon 1987 - 1997
Skills
Asset Allocation, Alternative Investments, Wealth Management, Bonds, Fixed Income, Mutual Funds, Credit, Retirement Planning, Banking, Investments, Loans, Asset Management, Portfolio Management, Wealth Management..., Series 63, Private Banking, Investment Advisory, Strategy, Financial Services, Securities, Bloomberg, Equities, Hedge Funds, Investment Strategies, Financial Advisory, Investment Management, High Net Worth..., Strategic Financial..., Capital Markets, Wealth, Estate Planning, Financial Markets, Structured Products, Relationship Management, Options, Valuation, FINRA, ETFs, Investment Banking, Series 65, Private Equity, Retirement, Credit Analysis, Uniform Combined State...
Education
Fordham Gabelli School of Business 1998 — 2001
MBA, Finance
St. Francis College 1994 — 1998
B.S, Business Management
The Glenmede Trust Company, N.A. December 2014 - Present
PNC Wealth Management March 2012 - December 2014
NJ SEEDS 2013 - 2014
PNC Wealth Management 2009 - March 2012
JPMorgan Chase February 1997 - January 2009
Bank of New York Mellon 1987 - 1997
Skills
Asset Allocation, Alternative Investments, Wealth Management, Bonds, Fixed Income, Mutual Funds, Credit, Retirement Planning, Banking, Investments, Loans, Asset Management, Portfolio Management, Wealth Management..., Series 63, Private Banking, Investment Advisory, Strategy, Financial Services, Securities, Bloomberg, Equities, Hedge Funds, Investment Strategies, Financial Advisory, Investment Management, High Net Worth..., Strategic Financial..., Capital Markets, Wealth, Estate Planning, Financial Markets, Structured Products, Relationship Management, Options, Valuation, FINRA, ETFs, Investment Banking, Series 65, Private Equity, Retirement, Credit Analysis, Uniform Combined State...
Education
Fordham Gabelli School of Business 1998 — 2001
MBA, Finance
St. Francis College 1994 — 1998
B.S, Business Management
Christina Pfaff Christina Pfaff's The Glenmede Trust Company, N.A. Experience March 2013 - December 2013
Job Administrative Assistant
Industry Investment Management
Experience
Brown Brothers Harriman December 2013 - Present
The Glenmede Trust Company, N.A. March 2013 - December 2013
The Glenmede Trust Company, N.A. October 2012 - March 2013
DJS Associates, Inc October 2011 - August 2012
DJS Associates, Inc January 2004 - October 2011
Skills
Software Documentation, Westlaw, Litigation, Personal Injury, Legal Research, Support Staff, Legal Assistant, Microsoft Word, Document Review, Editing
Education
Peirce College 2002 — 2005
B.S., Paralegal Studies
Kutztown University 1991 — 1993
B.S, Political Science
Brown Brothers Harriman December 2013 - Present
The Glenmede Trust Company, N.A. March 2013 - December 2013
The Glenmede Trust Company, N.A. October 2012 - March 2013
DJS Associates, Inc October 2011 - August 2012
DJS Associates, Inc January 2004 - October 2011
Skills
Software Documentation, Westlaw, Litigation, Personal Injury, Legal Research, Support Staff, Legal Assistant, Microsoft Word, Document Review, Editing
Education
Peirce College 2002 — 2005
B.S., Paralegal Studies
Kutztown University 1991 — 1993
B.S, Political Science
Susan Dardes Susan Dardes's The Glenmede Trust Company, N.A. Experience August 2002 - September 2013
Job Attorney | Financial Services Professional
Industry Financial Services
Experience
Bucks County Bar Association March 2015 - Present
The Glenmede Trust Company, N.A. August 2002 - September 2013
Wachovia Bank, N.A. June 1997 - July 2002
Skills
Wealth Management, Wealth, Trust Services, Financial Services, High Net Worth..., Wealth Management..., Asset Management, Public Speaking, Legal Contract Review, Relationship Management, Fiduciary Management, Legal, Non-profit Board..., Charities, Legal Writing, Charity Governance, Finance, Trusts, NextGen, Mentoring, Trust Management, Manage Client..., Team Building, Network Administration, Personal Finance, Multi-generational..., Compliance, Non-profit Volunteer, Business Retention, Legal Documents, Board of Directors, Charity Work, Charitable Remainder..., Social Services, Planned Giving, Philanthropy, Investment Advisory, Investment Management, Arbitration, Negotiation, Legal Opinions, Non-profit Leadership, Relationship Building
Education
Gettysburg College
Bachelor's Degree, Political Science and Government
University of Richmond School of Law
Juris Doctor (J.D.), Law
Bucks County Bar Association March 2015 - Present
The Glenmede Trust Company, N.A. August 2002 - September 2013
Wachovia Bank, N.A. June 1997 - July 2002
Skills
Wealth Management, Wealth, Trust Services, Financial Services, High Net Worth..., Wealth Management..., Asset Management, Public Speaking, Legal Contract Review, Relationship Management, Fiduciary Management, Legal, Non-profit Board..., Charities, Legal Writing, Charity Governance, Finance, Trusts, NextGen, Mentoring, Trust Management, Manage Client..., Team Building, Network Administration, Personal Finance, Multi-generational..., Compliance, Non-profit Volunteer, Business Retention, Legal Documents, Board of Directors, Charity Work, Charitable Remainder..., Social Services, Planned Giving, Philanthropy, Investment Advisory, Investment Management, Arbitration, Negotiation, Legal Opinions, Non-profit Leadership, Relationship Building
Education
Gettysburg College
Bachelor's Degree, Political Science and Government
University of Richmond School of Law
Juris Doctor (J.D.), Law
Grant Palmer Grant Palmer's The Glenmede Trust Company, N.A. Experience April 2013 - Present
Job Portfolio Management at Glenmede
Industry Financial Services
Experience
The Glenmede Trust Company, N.A. April 2013 - Present
Independence Excavating, Inc. January 2012 - February 2013
Student Managed Investment Fund (SMIF) 2011 - 2011
Skills
Financial Reporting, Microsoft Excel, Accounting, Financial Analysis, Finance, Forecasting, Financial Modeling, Valuation, Budgets, Microsoft Word, PowerPoint, Microsoft Office, Cost Accounting, Corporate Finance, Data Analysis, Process Improvement, Access, Auditing
Education
Cleveland State University 2008 — 2011
Bachelor of Business Administration, Finance
Strongsville
Strongsville
The Glenmede Trust Company, N.A. April 2013 - Present
Independence Excavating, Inc. January 2012 - February 2013
Student Managed Investment Fund (SMIF) 2011 - 2011
Skills
Financial Reporting, Microsoft Excel, Accounting, Financial Analysis, Finance, Forecasting, Financial Modeling, Valuation, Budgets, Microsoft Word, PowerPoint, Microsoft Office, Cost Accounting, Corporate Finance, Data Analysis, Process Improvement, Access, Auditing
Education
Cleveland State University 2008 — 2011
Bachelor of Business Administration, Finance
Strongsville
Strongsville
Bruce Boyer's The Glenmede Trust Company, N.A. Experience May 2015 - Present
Job Intern at The Glenmede Trust Company, N.A.
Industry Financial Services
Experience
The Glenmede Trust Company, N.A. May 2015 - Present
Temple University August 2014 - Present
LGL Partners November 2014 - May 2015
The William C. Dunkelberg Owl Fund January 2014 - December 2014
Advicorp PLC May 2014 - July 2014
Temple University Fox Fund January 2013 - January 2014
DDMP Investments January 2012 - June 2012
Skills
Teamwork, Capital IQ, Team Leadership, Time Management, Bloomberg Terminal, Organization, Microsoft Office, Microsoft PowerPoint, SmartStation, Microsoft Excel, Microsoft Outlook, Equity Research, Leadership, PowerPoint, Public Speaking
Education
Temple University 2012 — 2015
Bachelor of Business Administration (BBA), Finance, General, GPA: 3.61 Major GPA: 3.8
Elizabethtown Area High School 2008 — 2012
High School Diploma, Business
The Glenmede Trust Company, N.A. May 2015 - Present
Temple University August 2014 - Present
LGL Partners November 2014 - May 2015
The William C. Dunkelberg Owl Fund January 2014 - December 2014
Advicorp PLC May 2014 - July 2014
Temple University Fox Fund January 2013 - January 2014
DDMP Investments January 2012 - June 2012
Skills
Teamwork, Capital IQ, Team Leadership, Time Management, Bloomberg Terminal, Organization, Microsoft Office, Microsoft PowerPoint, SmartStation, Microsoft Excel, Microsoft Outlook, Equity Research, Leadership, PowerPoint, Public Speaking
Education
Temple University 2012 — 2015
Bachelor of Business Administration (BBA), Finance, General, GPA: 3.61 Major GPA: 3.8
Elizabethtown Area High School 2008 — 2012
High School Diploma, Business
Chris Colarik Chris Colarik's The Glenmede Trust Company, N.A. Experience January 2000 - January 2007
Job Portfolio Manager at Glenmede Investment Management, LP
Industry Investment Management
Experience
Glenmede Investment Management, LP January 2007 - Present
The Glenmede Trust Company, N.A. January 2000 - January 2007
The Glenmede Trust Company, N.A. March 1997 - January 2000
Brandywine Asset Management December 1994 - March 1997
Education
University of Delaware - Lerner College of Business and Economics 1990 — 1995
BS, Economics
Glenmede Investment Management, LP January 2007 - Present
The Glenmede Trust Company, N.A. January 2000 - January 2007
The Glenmede Trust Company, N.A. March 1997 - January 2000
Brandywine Asset Management December 1994 - March 1997
Education
University of Delaware - Lerner College of Business and Economics 1990 — 1995
BS, Economics
Page Traxler Page Traxler's The Glenmede Trust Company, N.A. Experience May 2015 - Present
Job Wealth Advisory Intern at The Glenmede Trust Company, N.A.
Industry Law Practice
Experience
The Glenmede Trust Company, N.A. May 2015 - Present
Taxpayer Advocate Service September 2014 - November 2014
Barnes Foundation May 2014 - August 2014
AstraZeneca May 2013 - August 2013
Sotheby's Institute of Art February 2013 - April 2013
BMF Media May 2012 - August 2012
Knowledge@Wharton May 2011 - August 2011
Skills
Microsoft Office, Social Media, Photoshop, PowerPoint, Research, Microsoft Excel, Microsoft Word, InDesign, Social Media Marketing, Event Planning, Customer Service, Editing, Marketing
Education
The George Washington University Law School 2013 — 2016
University of Pennsylvania 2010 — 2012
Bachelor of Arts (B.A.)
NYU
The Glenmede Trust Company, N.A. May 2015 - Present
Taxpayer Advocate Service September 2014 - November 2014
Barnes Foundation May 2014 - August 2014
AstraZeneca May 2013 - August 2013
Sotheby's Institute of Art February 2013 - April 2013
BMF Media May 2012 - August 2012
Knowledge@Wharton May 2011 - August 2011
Skills
Microsoft Office, Social Media, Photoshop, PowerPoint, Research, Microsoft Excel, Microsoft Word, InDesign, Social Media Marketing, Event Planning, Customer Service, Editing, Marketing
Education
The George Washington University Law School 2013 — 2016
University of Pennsylvania 2010 — 2012
Bachelor of Arts (B.A.)
NYU
Erik Rauterkus Erik Rauterkus's The Glenmede Trust Company, N.A. Experience May 2015 - Present
Job Intern Information Services at The Glenmede Trust Company, N.A.
Industry
Experience
The Glenmede Trust Company, N.A. May 2015 - Present
Loveless Cafe, GP August 2013 - Present
Loveless Cafe, GP May 2013 - Present
The White House May 2014 - August 2014
Swarthmore College August 2013 - December 2013
Pittsburgh Public Schools June 2012 - August 2013
Skills
Public Speaking, Business Analytics, Economics, Economic Development, Social Media, Business Strategy, Microsoft Office, Research, Event Planning, PowerPoint, Microsoft Word, Nonprofits, Community Outreach, Social Networking, Strategic Planning, Event Management, Fundraising, Public Relations, Facebook, Sales, Analysis, Coaching, Political Science, Politics, Political Campaigns
Education
Swarthmore College 2013 — 2017
Economics
Swarthmore College 2013 — 2017
Bachelor's degree, Economics
The Glenmede Trust Company, N.A. May 2015 - Present
Loveless Cafe, GP August 2013 - Present
Loveless Cafe, GP May 2013 - Present
The White House May 2014 - August 2014
Swarthmore College August 2013 - December 2013
Pittsburgh Public Schools June 2012 - August 2013
Skills
Public Speaking, Business Analytics, Economics, Economic Development, Social Media, Business Strategy, Microsoft Office, Research, Event Planning, PowerPoint, Microsoft Word, Nonprofits, Community Outreach, Social Networking, Strategic Planning, Event Management, Fundraising, Public Relations, Facebook, Sales, Analysis, Coaching, Political Science, Politics, Political Campaigns
Education
Swarthmore College 2013 — 2017
Economics
Swarthmore College 2013 — 2017
Bachelor's degree, Economics
James Harootunian's The Glenmede Trust Company, N.A. Experience August 2015 - Present
Job HR Associate at The Glenmede Trust Company, N.A.
Industry Human Resources
Experience
The Glenmede Trust Company, N.A. August 2015 - Present
Temple University August 2014 - Present
Temple University August 2013 - Present
The Glenmede Trust Company, N.A. May 2015 - August 2015
SHRM April 2014 - April 2015
Wegmans Food Markets May 2014 - August 2014
Village Critter Outfitter April 2014 - August 2014
Village Critter Outfitter December 2013 - April 2014
SHRM December 2013 - April 2014
Wegmans Food Markets May 2013 - August 2013
Skills
Interpersonal..., Interviews, Management, People-oriented, Conflict Resolution, Marketing, Leadership, Cultural Awareness, Team-oriented, Influential Communicator, Customer Satisfaction, Open Minded, Energetic team player, Communication, Emotional Intelligence, Flexibility, Diversity Training, Empathy, Innovativeness, Interviewing Skills, Accounting, Screening Resumes, Recruiting, Lawson HRIS, Taleo, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Microsoft Excel, Time Management, Public Speaking, Training, Onboarding, Human Resources, Teamwork
Education
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General, 3.86
Temple University 2012 — 2016
Minor, Adult Organization and Development
Downingtown East High School 2008 — 2012
The Glenmede Trust Company, N.A. August 2015 - Present
Temple University August 2014 - Present
Temple University August 2013 - Present
The Glenmede Trust Company, N.A. May 2015 - August 2015
SHRM April 2014 - April 2015
Wegmans Food Markets May 2014 - August 2014
Village Critter Outfitter April 2014 - August 2014
Village Critter Outfitter December 2013 - April 2014
SHRM December 2013 - April 2014
Wegmans Food Markets May 2013 - August 2013
Skills
Interpersonal..., Interviews, Management, People-oriented, Conflict Resolution, Marketing, Leadership, Cultural Awareness, Team-oriented, Influential Communicator, Customer Satisfaction, Open Minded, Energetic team player, Communication, Emotional Intelligence, Flexibility, Diversity Training, Empathy, Innovativeness, Interviewing Skills, Accounting, Screening Resumes, Recruiting, Lawson HRIS, Taleo, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Microsoft Excel, Time Management, Public Speaking, Training, Onboarding, Human Resources, Teamwork
Education
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General, 3.86
Temple University 2012 — 2016
Minor, Adult Organization and Development
Downingtown East High School 2008 — 2012
Amanda Marra Amanda Marra's The Glenmede Trust Company, N.A. Experience August 2015 - Present
Job Business Development Assistant at The Glenmede Trust Company, N.A.
Industry Financial Services
Experience
The Glenmede Trust Company, N.A. August 2015 - Present
Wells Fargo Advisors June 2013 - August 2015
Skills
Efficiency, Client Service, Productivity, Leadership, Technology, Management, PowerPoint, Microsoft Office, Microsoft Excel, Research, Team Leadership, Teamwork, Microsoft Word, Social Networking, Customer Service
Education
Temple University
Bachelor's Degree, Psychology
The Glenmede Trust Company, N.A. August 2015 - Present
Wells Fargo Advisors June 2013 - August 2015
Skills
Efficiency, Client Service, Productivity, Leadership, Technology, Management, PowerPoint, Microsoft Office, Microsoft Excel, Research, Team Leadership, Teamwork, Microsoft Word, Social Networking, Customer Service
Education
Temple University
Bachelor's Degree, Psychology
Tom Angers Tom Angers's The Glenmede Trust Company, N.A. Experience 1995 - 2003
Job Investment Analyst at Philadelphia International Advisors
Industry Investment Management
Experience
Philadelphia International Advisors 2004 - Present
The Glenmede Trust Company, N.A. 1995 - 2003
Skills
Equities, Portfolio Management, Asset Management, Bloomberg, Mutual Funds, Financial Modeling, Financial Analysis, Valuation, Asset Allocation, Investment Management, FactSet
Education
University of Pennsylvania - The Wharton School 1974 — 1978
Bachelor's Degree, Economics
Philadelphia International Advisors 2004 - Present
The Glenmede Trust Company, N.A. 1995 - 2003
Skills
Equities, Portfolio Management, Asset Management, Bloomberg, Mutual Funds, Financial Modeling, Financial Analysis, Valuation, Asset Allocation, Investment Management, FactSet
Education
University of Pennsylvania - The Wharton School 1974 — 1978
Bachelor's Degree, Economics
Alexa Tarpey Alexa Tarpey's The Glenmede Trust Company, N.A. Experience September 2010 - March 2011
Job Marketing Coordinator at Taylor & Francis Group
Industry Publishing
Experience
Taylor & Francis Group November 2014 - Present
Taylor & Francis Group May 2013 - October 2014
Campus Activities Board July 2011 - June 2012
The Glenmede Trust Company, N.A. September 2010 - March 2011
The Estée Lauder Companies Inc. September 2009 - August 2010
Barnes & Noble Drexel January 2009 - May 2009
Silver Marketing Group September 2008 - March 2009
Skills
Social Media, Marketing, Market Research, Facebook, WordPress, Social Networking, SEO, Public Relations, Time Management, Social Media Marketing, Microsoft Office, Adobe Creative Suite, SEM, Photoshop, Twitter, LinkedIn, Advertising, Publishing, Event Planning, Microsoft Excel, PowerPoint, Research, Editing
Education
Drexel University 2007 — 2012
Bachelor of Science (BS), Marketing, Communication
Taylor & Francis Group November 2014 - Present
Taylor & Francis Group May 2013 - October 2014
Campus Activities Board July 2011 - June 2012
The Glenmede Trust Company, N.A. September 2010 - March 2011
The Estée Lauder Companies Inc. September 2009 - August 2010
Barnes & Noble Drexel January 2009 - May 2009
Silver Marketing Group September 2008 - March 2009
Skills
Social Media, Marketing, Market Research, Facebook, WordPress, Social Networking, SEO, Public Relations, Time Management, Social Media Marketing, Microsoft Office, Adobe Creative Suite, SEM, Photoshop, Twitter, LinkedIn, Advertising, Publishing, Event Planning, Microsoft Excel, PowerPoint, Research, Editing
Education
Drexel University 2007 — 2012
Bachelor of Science (BS), Marketing, Communication
Clara Wilson-Hawken Clara Wilson-Hawken's The Glenmede Trust Company, N.A. Experience June 2014 - August 2014
Job Graduate Student at Yale University
Industry Writing and Editing
Experience
The Glenmede Trust Company, N.A. June 2014 - August 2014
Macmillan June 2013 - August 2013
W. W. Norton & Company, Inc. June 2013 - August 2013
Education
Yale University 2015 — 2020
Doctor of Philosophy (Ph.D.), American & African American Studies
Princeton University 2011 — 2015
Bachelor of Arts (B.A.), English Language and Literature, General
The Glenmede Trust Company, N.A. June 2014 - August 2014
Macmillan June 2013 - August 2013
W. W. Norton & Company, Inc. June 2013 - August 2013
Education
Yale University 2015 — 2020
Doctor of Philosophy (Ph.D.), American & African American Studies
Princeton University 2011 — 2015
Bachelor of Arts (B.A.), English Language and Literature, General
Jessa Deutsch Jessa Deutsch's The Glenmede Trust Company, N.A. Experience July 2010 - June 2012
Job Consultant at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group September 2014 - Present
The Boston Consulting Group September 2012 - September 2014
The Glenmede Trust Company, N.A. July 2010 - June 2012
Swarthmore College September 2007 - May 2010
The Phoenix February 2010 - April 2010
Summer Research June 2008 - July 2008
VITA December 2007 - May 2008
DarfuRescue January 2005 - January 2006
Skills
Statistics, Hedge Funds, Public Speaking, Investments, Econometrics, PowerPoint, Microsoft Excel, Bloomberg, Access, Morningstar Direct, Global Plus, Visio, SPSS, Zephyr, Alteryx
Education
Swarthmore College 2007 — 2010
BA, Economics
Macalester College 2006 — 2007
General Education
The Boston Consulting Group September 2014 - Present
The Boston Consulting Group September 2012 - September 2014
The Glenmede Trust Company, N.A. July 2010 - June 2012
Swarthmore College September 2007 - May 2010
The Phoenix February 2010 - April 2010
Summer Research June 2008 - July 2008
VITA December 2007 - May 2008
DarfuRescue January 2005 - January 2006
Skills
Statistics, Hedge Funds, Public Speaking, Investments, Econometrics, PowerPoint, Microsoft Excel, Bloomberg, Access, Morningstar Direct, Global Plus, Visio, SPSS, Zephyr, Alteryx
Education
Swarthmore College 2007 — 2010
BA, Economics
Macalester College 2006 — 2007
General Education
Lee Miller Lee Miller's The Glenmede Trust Company, N.A. Experience November 2009 - Present
Job Managing Director
Industry Investment Management
Experience
The Glenmede Trust Company, N.A. November 2009 - Present
J&J Blue Enterprises, LLC October 2008 - December 2008
Threshold Group June 2005 - October 2008
US Trust Company of NY March 1987 - June 2005
National Westminster Bank, NA January 1985 - January 1987
Chase Manhattan Bank January 1982 - January 1985
Skills
Investments, Wealth Management..., Wealth, Wealth Management, Estate Planning, High Net Worth..., Financial Advisory
Education
Emory University School of Law 1979 — 1982
JD, Law
University of Pennsylvania 1976 — 1979
B.A, cum laude, American History, Art History
Colby College 1975 — 1976
n/a
The Glenmede Trust Company, N.A. November 2009 - Present
J&J Blue Enterprises, LLC October 2008 - December 2008
Threshold Group June 2005 - October 2008
US Trust Company of NY March 1987 - June 2005
National Westminster Bank, NA January 1985 - January 1987
Chase Manhattan Bank January 1982 - January 1985
Skills
Investments, Wealth Management..., Wealth, Wealth Management, Estate Planning, High Net Worth..., Financial Advisory
Education
Emory University School of Law 1979 — 1982
JD, Law
University of Pennsylvania 1976 — 1979
B.A, cum laude, American History, Art History
Colby College 1975 — 1976
n/a
Julie Olley's The Glenmede Trust Company, N.A. Experience February 2015 - Present
Job Business Development Associate at The Glenmede Trust Company, N.A.
Industry Investment Management
Experience
The Glenmede Trust Company, N.A. February 2015 - Present
Global Indemnity Group September 2013 - February 2015
LaPlaca Insurance Inc. May 2012 - January 2014
Visiting Angels Living Assistance Services March 2013 - September 2013
Visiting Angels August 2010 - March 2013
Carrier Class Green Infrastructure May 2012 - August 2012
GF Education Group, Inc May 2011 - August 2011
Skills
Email Marketing, Market Research, CRM, Lead Generation, Marketing Strategy, New Business Development, Insurance, Social Media Blogging, Data Analysis, Healthcare, Leadership, Social Media Marketing, Customer Service, Marketing Communications, Advertising, Microsoft Office, Website Development, HTML, Sales, Salesforce.com
Education
Philadelphia University 2015 — 2017
Master of Business Administration (M.B.A.), Marketing
Saint Joseph's University 2009 — 2013
Bachelor of Science in Business Administration, Family Business and Entrepreneurship
The Glenmede Trust Company, N.A. February 2015 - Present
Global Indemnity Group September 2013 - February 2015
LaPlaca Insurance Inc. May 2012 - January 2014
Visiting Angels Living Assistance Services March 2013 - September 2013
Visiting Angels August 2010 - March 2013
Carrier Class Green Infrastructure May 2012 - August 2012
GF Education Group, Inc May 2011 - August 2011
Skills
Email Marketing, Market Research, CRM, Lead Generation, Marketing Strategy, New Business Development, Insurance, Social Media Blogging, Data Analysis, Healthcare, Leadership, Social Media Marketing, Customer Service, Marketing Communications, Advertising, Microsoft Office, Website Development, HTML, Sales, Salesforce.com
Education
Philadelphia University 2015 — 2017
Master of Business Administration (M.B.A.), Marketing
Saint Joseph's University 2009 — 2013
Bachelor of Science in Business Administration, Family Business and Entrepreneurship
Christopher Huie Christopher Huie's The Glenmede Trust Company, N.A. Experience June 2014 - August 2014
Job Investment Banking Summer Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank June 2015 - August 2015
The Glenmede Trust Company, N.A. June 2014 - August 2014
LGT August 2013 - September 2013
Shaw Kwei & Partners June 2013 - July 2013
TransAsia Lawyers July 2012 - July 2012
Education
Princeton University 2012 — 2016
A.B., Economics, Finance Certificate
Hong Kong International School 2002 — 2012
Deutsche Bank June 2015 - August 2015
The Glenmede Trust Company, N.A. June 2014 - August 2014
LGT August 2013 - September 2013
Shaw Kwei & Partners June 2013 - July 2013
TransAsia Lawyers July 2012 - July 2012
Education
Princeton University 2012 — 2016
A.B., Economics, Finance Certificate
Hong Kong International School 2002 — 2012
Kate Monahan Kate Monahan's The Glenmede Trust Company, N.A. Experience October 2011 - Present
Job Sales and Marketing Associate at The Glenmede Trust Company, N.A.
Industry Investment Management
Experience
The Glenmede Trust Company, N.A. October 2011 - Present
Education
College of Saint Elizabeth 2007 — 2009
Master's Degree, Nutrition Sciences
Roanoke College 2003 — 2007
Bachelor's Degree, Health and Human Performance
The Glenmede Trust Company, N.A. October 2011 - Present
Education
College of Saint Elizabeth 2007 — 2009
Master's Degree, Nutrition Sciences
Roanoke College 2003 — 2007
Bachelor's Degree, Health and Human Performance
Nicole DeAngelo's The Glenmede Trust Company, N.A. Experience September 2015 - Present
Job Marketing and Events Coop at The Glenmede Trust Company, N.A.
Industry Higher Education
Experience
The Glenmede Trust Company, N.A. September 2015 - Present
Drexel University's LeBow College of Business September 2012 - Present
McFaddens at the Ballpark July 2013 - Present
LaFrance Corp September 2014 - March 2015
Moonshine Bar and Restaurant December 2013 - March 2015
Academy of Natural Sciences September 2013 - March 2014
Ovations Dance Studio September 2010 - September 2013
Crystal Lake Pool May 2008 - September 2013
Skills
PowerPoint, Microsoft Office, Microsoft Word, Event Planning, Public Speaking, Customer Service, Social Media, Leadership, Event Management, Teaching, Social Networking, Public Relations, Analysis, Editing, Training
Education
Drexel University 2012 — 2017
Bachelor of Science (B.S.), Business Administration
Drexel in Rome 2014 — 2014
Haddon Township High School 2009 — 2012
Paul VI High School 2008 — 2009
The Glenmede Trust Company, N.A. September 2015 - Present
Drexel University's LeBow College of Business September 2012 - Present
McFaddens at the Ballpark July 2013 - Present
LaFrance Corp September 2014 - March 2015
Moonshine Bar and Restaurant December 2013 - March 2015
Academy of Natural Sciences September 2013 - March 2014
Ovations Dance Studio September 2010 - September 2013
Crystal Lake Pool May 2008 - September 2013
Skills
PowerPoint, Microsoft Office, Microsoft Word, Event Planning, Public Speaking, Customer Service, Social Media, Leadership, Event Management, Teaching, Social Networking, Public Relations, Analysis, Editing, Training
Education
Drexel University 2012 — 2017
Bachelor of Science (B.S.), Business Administration
Drexel in Rome 2014 — 2014
Haddon Township High School 2009 — 2012
Paul VI High School 2008 — 2009
Cochleen Baker Sands Cochleen Baker Sands's The Glenmede Trust Company, N.A. Experience June 2012 - December 2014
Job Senior Manager, Content Manager at AXA US
Industry Marketing and Advertising
Experience
AXA US December 2014 - Present
The Glenmede Trust Company, N.A. June 2012 - December 2014
Glenmede February 2012 - June 2012
Lipper Advisory Services September 2005 - December 2011
Albright College June 2011 - August 2011
The Hoop Group May 2011 - August 2011
New Jersey Sports and Exposition Authority January 2011 - May 2011
Smith Talent Group January 2006 - April 2008
Young Playwrights Inc. January 2006 - May 2006
Skills
Direct Mail Campaigns, Social Media Marketing, Microsoft Excel, Social Networking, Digital Marketing, Digital Media, Event Planning, Event Management, Social Media, Cause Marketing, Team Building, Mac, Microsoft Office, Writing Skills, Public Speaking, Public Relations, Marketing Strategy, Marketing Communications, Sports Marketing, Newsletters, Management, Newsletter Production, Editorial Consulting, Project Management, Copywriting, Corporate Communications, SEO, Web Analytics, RFP Generation, CRM, Onyx CRM, Department Budgeting, Adobe Creative Suite, Project Coordination, Event Marketing, Team Management, Team Leadership, Presentation Development, Editing, Project Planning, Analytics, Media Relations, Advertising, Marketing, Writing
Education
Seton Hall University 2010 — 2012
MBA, Marketing, 3.7
Drew University 2002 — 2006
Bachelors, Theatre
Central Catholic
Central Catholic
AXA US December 2014 - Present
The Glenmede Trust Company, N.A. June 2012 - December 2014
Glenmede February 2012 - June 2012
Lipper Advisory Services September 2005 - December 2011
Albright College June 2011 - August 2011
The Hoop Group May 2011 - August 2011
New Jersey Sports and Exposition Authority January 2011 - May 2011
Smith Talent Group January 2006 - April 2008
Young Playwrights Inc. January 2006 - May 2006
Skills
Direct Mail Campaigns, Social Media Marketing, Microsoft Excel, Social Networking, Digital Marketing, Digital Media, Event Planning, Event Management, Social Media, Cause Marketing, Team Building, Mac, Microsoft Office, Writing Skills, Public Speaking, Public Relations, Marketing Strategy, Marketing Communications, Sports Marketing, Newsletters, Management, Newsletter Production, Editorial Consulting, Project Management, Copywriting, Corporate Communications, SEO, Web Analytics, RFP Generation, CRM, Onyx CRM, Department Budgeting, Adobe Creative Suite, Project Coordination, Event Marketing, Team Management, Team Leadership, Presentation Development, Editing, Project Planning, Analytics, Media Relations, Advertising, Marketing, Writing
Education
Seton Hall University 2010 — 2012
MBA, Marketing, 3.7
Drew University 2002 — 2006
Bachelors, Theatre
Central Catholic
Central Catholic
Sam Wittig's The Glenmede Trust Company, N.A. Experience May 2015 - September 2015
Job Engineering & Mathematical Economics Student at Drexel University
Industry Financial Services
Experience
The Glenmede Trust Company, N.A. May 2015 - September 2015
Lincoln Financial Group March 2014 - September 2014
Exelon April 2013 - September 2013
The GREEN Program August 2013 - August 2013
PPL Corporation April 2012 - August 2012
City of Ann Arbor May 2010 - September 2011
Education
Drexel University 2010 — 2015
Bachelor of Science (B.S.), Engineering & Mathematical Economics (Dual-Degree)
Saline High School 2006 — 2010
The Glenmede Trust Company, N.A. May 2015 - September 2015
Lincoln Financial Group March 2014 - September 2014
Exelon April 2013 - September 2013
The GREEN Program August 2013 - August 2013
PPL Corporation April 2012 - August 2012
City of Ann Arbor May 2010 - September 2011
Education
Drexel University 2010 — 2015
Bachelor of Science (B.S.), Engineering & Mathematical Economics (Dual-Degree)
Saline High School 2006 — 2010
Robert Moore, CRCP, CAMS® Robert Moore, CRCP, CAMS®'s The Glenmede Trust Company, N.A. Experience April 2004 - November 2006
Job Senior Analyst, Examinations at Federal Reserve Bank of Philadelphia
Industry Financial Services
Experience
Federal Reserve Bank of Philadelphia January 2012 - Present
RBC November 2006 - January 2012
The Glenmede Trust Company, N.A. April 2004 - November 2006
JPMorgan Chase July 2002 - April 2004
Bank One November 1998 - July 2002
Bank One May 1997 - March 1998
Skills
AML, Compliance, Risk, BSA, USA PATRIOT Act, Ethics, Fraud, Risk Management, Due Diligence, KYC, OFAC, Trust Services, Fiduciary Liability, Privacy, Regulatory Requirements, Securities Regulation, Financial Regulation, Regulatory Reporting, Bank Secrecy Act, Banking, Financial Risk, Corporate Governance, Finance, Operational Risk, Securities, Operational Risk..., Auditing, FINRA, Financial Institutions, Anti Money Laundering
Education
University of Notre Dame - Mendoza College of Business 2012 — 2013
Executive Education, Executive Certificate in Negotiations
University of Pennsylvania - The Wharton School 2005 — 2008
Certification, CRCP
Regis University 2002 — 2004
MBA
University of Delaware 1988 — 1995
BA, Criminal Justice
Saint Marks High School 1984 — 1988
High School
Federal Reserve Bank of Philadelphia January 2012 - Present
RBC November 2006 - January 2012
The Glenmede Trust Company, N.A. April 2004 - November 2006
JPMorgan Chase July 2002 - April 2004
Bank One November 1998 - July 2002
Bank One May 1997 - March 1998
Skills
AML, Compliance, Risk, BSA, USA PATRIOT Act, Ethics, Fraud, Risk Management, Due Diligence, KYC, OFAC, Trust Services, Fiduciary Liability, Privacy, Regulatory Requirements, Securities Regulation, Financial Regulation, Regulatory Reporting, Bank Secrecy Act, Banking, Financial Risk, Corporate Governance, Finance, Operational Risk, Securities, Operational Risk..., Auditing, FINRA, Financial Institutions, Anti Money Laundering
Education
University of Notre Dame - Mendoza College of Business 2012 — 2013
Executive Education, Executive Certificate in Negotiations
University of Pennsylvania - The Wharton School 2005 — 2008
Certification, CRCP
Regis University 2002 — 2004
MBA
University of Delaware 1988 — 1995
BA, Criminal Justice
Saint Marks High School 1984 — 1988
High School
Bridget Golato Bridget Golato's The Glenmede Trust Company, N.A. Experience August 2015 - Present
Job Management Associate, Manager Research Group at The Glenmede Trust Company, N.A.
Industry Investment Management
Experience
The Glenmede Trust Company, N.A. August 2015 - Present
Gettysburg College August 2011 - May 2015
Dermatology LTD June 2014 - August 2014
OPEN MINDS Circle May 2013 - August 2013
Skills
Research, PowerPoint, Microsoft Excel, Microsoft Office, Communication, Microsoft Word, SPSS, Public Speaking, Teamwork, Social Media, Leadership, Data Analysis, Human Resources, Receptionist Duties, Telephone Reception
Education
Gettysburg College 2011 — 2015
Bachelor of Arts (BA), Summa Cum Laude, Sociology
University of Ferrara - CIEE Study Abroad Program 2014 — 2014
Italian Language and Culture
The Glenmede Trust Company, N.A. August 2015 - Present
Gettysburg College August 2011 - May 2015
Dermatology LTD June 2014 - August 2014
OPEN MINDS Circle May 2013 - August 2013
Skills
Research, PowerPoint, Microsoft Excel, Microsoft Office, Communication, Microsoft Word, SPSS, Public Speaking, Teamwork, Social Media, Leadership, Data Analysis, Human Resources, Receptionist Duties, Telephone Reception
Education
Gettysburg College 2011 — 2015
Bachelor of Arts (BA), Summa Cum Laude, Sociology
University of Ferrara - CIEE Study Abroad Program 2014 — 2014
Italian Language and Culture
James E. Brown, II James E. Brown, II's The Glenmede Trust Company, N.A. Experience 2001 - 2001
Job Attorney
Industry Law Practice
Experience
Public Service Commission of the District of Columbia (Office of General Counsel) 2006 - Present
Pennsylvania Public Utility Commission Office of Special Assistants 2004 - 2006
McCormick & Priore, P.C. 2003 - 2003
Delany McBride (formerly Delany & O’Brien) 2001 - 2002
The Glenmede Trust Company, N.A. 2001 - 2001
One Church, One Child of Pennsylvania, Inc. 1998 - 2000
Education
Villanova University School of Law
Juris Doctor
Morehouse College
Bachelor of Arts, Banking and Finance
Public Service Commission of the District of Columbia (Office of General Counsel) 2006 - Present
Pennsylvania Public Utility Commission Office of Special Assistants 2004 - 2006
McCormick & Priore, P.C. 2003 - 2003
Delany McBride (formerly Delany & O’Brien) 2001 - 2002
The Glenmede Trust Company, N.A. 2001 - 2001
One Church, One Child of Pennsylvania, Inc. 1998 - 2000
Education
Villanova University School of Law
Juris Doctor
Morehouse College
Bachelor of Arts, Banking and Finance
Joseph Iagulli's The Glenmede Trust Company, N.A. Experience October 2014 - Present
Job Associate Wrap/Equity Trader at Glenmede Investment Management
Industry Financial Services
Experience
The Glenmede Trust Company, N.A. October 2014 - Present
The Glenmede Trust Company, N.A. June 2013 - September 2014
Turner Investments, L.P. September 2011 - March 2012
Fannie Mae September 2010 - March 2011
BlackRock September 2009 - March 2010
Education
Drexel University - College of Business and Administration 2008 — 2013
Bachelor's Degree, Accounting and Finance, Magna Cum Laude
The Glenmede Trust Company, N.A. October 2014 - Present
The Glenmede Trust Company, N.A. June 2013 - September 2014
Turner Investments, L.P. September 2011 - March 2012
Fannie Mae September 2010 - March 2011
BlackRock September 2009 - March 2010
Education
Drexel University - College of Business and Administration 2008 — 2013
Bachelor's Degree, Accounting and Finance, Magna Cum Laude
Michael S. Schiff, J.D., TEP Michael S. Schiff, J.D., TEP's The Glenmede Trust Company, N.A. Experience April 2012 - Present
Job Business Development Manager at Glenmede
Industry Financial Services
Experience
The Glenmede Trust Company, N.A. April 2012 - Present
Amicorp Services Ltd. September 2011 - March 2012
PNC Wealth Management September 2009 - September 2011
Lane Bridgers Wealth Management Group May 2009 - September 2009
US Trust March 2007 - November 2008
BNY Mellon November 2004 - March 2007
PNC Investments August 2000 - October 2004
Prudential Securities November 1996 - August 2000
Skills
Wealth Management, Investments, Financial Planning, Trust Services, Insurance, Philanthropy, Estate Planning, Asset Management, Asset Allocation, Strategic Financial..., Wealth Management..., High Net Worth..., Wealth, Investment Management, Financial Services
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1985 — 1988
J.D., Law
University at Albany, SUNY 1981 — 1985
B.A., Major in History/Minor in Business
The Glenmede Trust Company, N.A. April 2012 - Present
Amicorp Services Ltd. September 2011 - March 2012
PNC Wealth Management September 2009 - September 2011
Lane Bridgers Wealth Management Group May 2009 - September 2009
US Trust March 2007 - November 2008
BNY Mellon November 2004 - March 2007
PNC Investments August 2000 - October 2004
Prudential Securities November 1996 - August 2000
Skills
Wealth Management, Investments, Financial Planning, Trust Services, Insurance, Philanthropy, Estate Planning, Asset Management, Asset Allocation, Strategic Financial..., Wealth Management..., High Net Worth..., Wealth, Investment Management, Financial Services
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1985 — 1988
J.D., Law
University at Albany, SUNY 1981 — 1985
B.A., Major in History/Minor in Business
Denise Murray Hayden's The Glenmede Trust Company, N.A. Experience December 2013 - Present
Job Managing Director, The Glenmede Trust Company
Industry Financial Services
Experience
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, 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
Jillian Kukucka's The Glenmede Trust Company, N.A. Experience January 2015 - Present
Job Management Associate, Family Wealth at The Glenmede Trust Company, N.A.
Industry Investment Management
Experience
The Glenmede Trust Company, N.A. January 2015 - Present
Villanova Law School October 2013 - December 2014
Professor Leslie Book, Villanova Law School January 2013 - June 2014
Villanova Federal Tax Clinic January 2012 - December 2012
The Barnes Foundation August 2011 - December 2011
United States District Court for the Eastern District of Pennsylvania June 2011 - August 2011
Boies, Schiller & Flexner LLP June 2006 - August 2009
Boies, Schiller & Flexner LLP June 2005 - August 2005
Axel Rabel Art Gallery June 2004 - August 2004
Skills
Legal Research, Lexis, Westlaw, Research, Legal Writing
Education
Villanova University School of Law 2011 — 2013
LL.M., Tax Law/Taxation
Villanova University School of Law 2009 — 2012
J.D., Law
Cornell University 2002 — 2006
B.A., Government, Art History
University of St. Andrews
Art History
The Glenmede Trust Company, N.A. January 2015 - Present
Villanova Law School October 2013 - December 2014
Professor Leslie Book, Villanova Law School January 2013 - June 2014
Villanova Federal Tax Clinic January 2012 - December 2012
The Barnes Foundation August 2011 - December 2011
United States District Court for the Eastern District of Pennsylvania June 2011 - August 2011
Boies, Schiller & Flexner LLP June 2006 - August 2009
Boies, Schiller & Flexner LLP June 2005 - August 2005
Axel Rabel Art Gallery June 2004 - August 2004
Skills
Legal Research, Lexis, Westlaw, Research, Legal Writing
Education
Villanova University School of Law 2011 — 2013
LL.M., Tax Law/Taxation
Villanova University School of Law 2009 — 2012
J.D., Law
Cornell University 2002 — 2006
B.A., Government, Art History
University of St. Andrews
Art History
Stacy Lavin, PHR's The Glenmede Trust Company, N.A. Experience September 2007 - June 2009
Job Human Resources Generalist at AgustaWestland Philadelphia Corporation
Industry Human Resources
Experience
AgustaWestland Philadelphia Corporation September 2010 - Present
The Glenmede Trust Company, N.A. September 2007 - June 2009
The Glenmede Trust Company, N.A. 2002 - September 2007
Kelly Services 2000 - 2002
Foamex International 1998 - 2000
Skills
Talent Management, Recruiting, Human Resources, Employee Relations, HRIS, New Hire Orientations, Training, Employee Benefits, Interviews, Temporary Placement, Personnel Management, Payroll, Deferred Compensation, Talent Acquisition, Screening
Education
Lebanon Valley College 1994 — 1998
AgustaWestland Philadelphia Corporation September 2010 - Present
The Glenmede Trust Company, N.A. September 2007 - June 2009
The Glenmede Trust Company, N.A. 2002 - September 2007
Kelly Services 2000 - 2002
Foamex International 1998 - 2000
Skills
Talent Management, Recruiting, Human Resources, Employee Relations, HRIS, New Hire Orientations, Training, Employee Benefits, Interviews, Temporary Placement, Personnel Management, Payroll, Deferred Compensation, Talent Acquisition, Screening
Education
Lebanon Valley College 1994 — 1998
Chanae Riddick's The Glenmede Trust Company, N.A. Experience December 2005 - Present
Job Tax Officer at The Glenmede Trust Company, N.A.
Industry Accounting
Experience
The Glenmede Trust Company, N.A. December 2005 - Present
Skills
Income Tax, Tax Preparation, Tax Advisory, Trust Taxation, Fiduciary Services, Financial Analysis, Accounting, Financial Accounting, Account Reconciliation, Financial Planning, Corporate Tax
Education
Philadelphia University 1994 — 1996
Bachelor of Arts (B.A.), Accounting
The Glenmede Trust Company, N.A. December 2005 - Present
Skills
Income Tax, Tax Preparation, Tax Advisory, Trust Taxation, Fiduciary Services, Financial Analysis, Accounting, Financial Accounting, Account Reconciliation, Financial Planning, Corporate Tax
Education
Philadelphia University 1994 — 1996
Bachelor of Arts (B.A.), Accounting
Amy Shuttleworth's The Glenmede Trust Company, N.A. Experience 2000 - 2001
Job Performance Measurement Associate at Philadelphia International Advisors
Industry Investment Management
Experience
Philadelphia International Advisors May 2011 - March 2015
Philadelphia International Advisors, LP 2002 - March 2015
Philadelphia International Advisors, LP 2008 - 2011
Philadelphia International Advisors, LP 2007 - 2008
Philadelphia International Advisors, LP 2002 - 2007
The Glenmede Trust Company, N.A. 2000 - 2001
PaineWebber, Inc. 1998 - 2000
Skills
Bloomberg, Equities, Performance Attribution, FactSet, CAPS, Microsoft Excel, Microsoft Word, Outlook, Mutual Funds, ITG Compliance & System..., Advent AXYS, Securities, Analysis
Education
Temple University - Fox School of Business and Management
Bachelor’s Degree, Finance
Philadelphia International Advisors May 2011 - March 2015
Philadelphia International Advisors, LP 2002 - March 2015
Philadelphia International Advisors, LP 2008 - 2011
Philadelphia International Advisors, LP 2007 - 2008
Philadelphia International Advisors, LP 2002 - 2007
The Glenmede Trust Company, N.A. 2000 - 2001
PaineWebber, Inc. 1998 - 2000
Skills
Bloomberg, Equities, Performance Attribution, FactSet, CAPS, Microsoft Excel, Microsoft Word, Outlook, Mutual Funds, ITG Compliance & System..., Advent AXYS, Securities, Analysis
Education
Temple University - Fox School of Business and Management
Bachelor’s Degree, Finance
Cynthia Dill-Pinckney's The Glenmede Trust Company, N.A. Experience September 2014 - Present
Job Executive Assistant
Industry Investment Management
Experience
The Glenmede Trust Company, N.A. September 2014 - Present
CMS Companies June 1999 - October 2013
Conrail January 1978 - May 1999
Skills
Calendaring, Heavy Calendaring, Travel Arrangements, Concur, Executive Level..., Expense Reports, Executive Support, Fundraising, Budgets, Time Management, Administrative..., Calendars, PowerPoint, Outlook, Executive..., Administrative...
Education
Temple University
None, Leadership & Organizational Management
Beaver College 1997 — 1998
Credits towards a BS Degree, Business Administration
Peirce College 1971 — 1973
AS, Business Administration
The Glenmede Trust Company, N.A. September 2014 - Present
CMS Companies June 1999 - October 2013
Conrail January 1978 - May 1999
Skills
Calendaring, Heavy Calendaring, Travel Arrangements, Concur, Executive Level..., Expense Reports, Executive Support, Fundraising, Budgets, Time Management, Administrative..., Calendars, PowerPoint, Outlook, Executive..., Administrative...
Education
Temple University
None, Leadership & Organizational Management
Beaver College 1997 — 1998
Credits towards a BS Degree, Business Administration
Peirce College 1971 — 1973
AS, Business Administration
Colette Katz's The Glenmede Trust Company, N.A. Experience November 2014 - Present
Job HR Benefits Coordinator at The Glenmede Trust Company, N.A.
Industry Human Resources
Experience
The Glenmede Trust Company, N.A. November 2014 - Present
Presby's Inspired Life July 2014 - November 2014
Amtrak April 2010 - June 2014
Strategic Distribution Inc November 2009 - January 2010
Mercer January 2009 - May 2009
Take Care Health Systems October 2008 - December 2008
EDS, an HP Company April 2007 - April 2008
EDS September 1996 - April 2008
EDS, an HP company March 2007 - April 2007
Towers Perrin and EDS January 2000 - March 2007
Skills
Human Resources, Customer Service, Defined Benefit, Training, Employee Benefits, Data Analysis
Education
University of Ottawa
Associate Degree, Elementary Education
The Glenmede Trust Company, N.A. November 2014 - Present
Presby's Inspired Life July 2014 - November 2014
Amtrak April 2010 - June 2014
Strategic Distribution Inc November 2009 - January 2010
Mercer January 2009 - May 2009
Take Care Health Systems October 2008 - December 2008
EDS, an HP Company April 2007 - April 2008
EDS September 1996 - April 2008
EDS, an HP company March 2007 - April 2007
Towers Perrin and EDS January 2000 - March 2007
Skills
Human Resources, Customer Service, Defined Benefit, Training, Employee Benefits, Data Analysis
Education
University of Ottawa
Associate Degree, Elementary Education
Breanna Raue's The Glenmede Trust Company, N.A. Experience April 2015 - Present
Job Administrative Associate, Wealth Advisory
Industry Investment Management
Experience
The Glenmede Trust Company, N.A. April 2015 - Present
The Glenmede Trust Company, N.A. September 2014 - April 2015
PREIT September 2008 - April 2014
Sporting Club at the Bellevue November 2010 - January 2012
Enterprise Rent-A-Car 2006 - 2008
Greensboro Grasshoppers 2006 - 2006
Skills
Commercial Real Estate, Real Estate Development, Administrative..., PowerPoint, Social Networking, Financial Analysis, Microsoft Word, Microsoft Excel, Customer Service, Outlook, Facebook, Sales, Retail, Accounting, Invoicing, Market Research, Management, Real Estate
Education
Elon University - Martha and Spencer Love School of Business 2004 — 2007
Bachelor's degree, Business Administration - Marketing
Meredith College 2003 — 2004
The Glenmede Trust Company, N.A. April 2015 - Present
The Glenmede Trust Company, N.A. September 2014 - April 2015
PREIT September 2008 - April 2014
Sporting Club at the Bellevue November 2010 - January 2012
Enterprise Rent-A-Car 2006 - 2008
Greensboro Grasshoppers 2006 - 2006
Skills
Commercial Real Estate, Real Estate Development, Administrative..., PowerPoint, Social Networking, Financial Analysis, Microsoft Word, Microsoft Excel, Customer Service, Outlook, Facebook, Sales, Retail, Accounting, Invoicing, Market Research, Management, Real Estate
Education
Elon University - Martha and Spencer Love School of Business 2004 — 2007
Bachelor's degree, Business Administration - Marketing
Meredith College 2003 — 2004
Mary Hoffman, SPHR, SHRM-SCP's The Glenmede Trust Company, N.A. Experience October 1996 - December 2009
Job Vice President, Human Resources at Sb1 Federal Credit Union
Industry Financial Services
Experience
Sb1 Federal Credit Union February 2010 - Present
The Glenmede Trust Company, N.A. October 1996 - December 2009
The Wistar Institute 1990 - 1996
Skills
Change Management, Leadership Development, Team Building, Employee Relations, Strategic Planning, Coaching, Benefits Administration, Deferred Compensation, Performance Management, Human Resources, Microsoft Office
Education
East Stroudsburg University of Pennsylvania 1981 — 1985
Bachelor of Science, Management
Sb1 Federal Credit Union February 2010 - Present
The Glenmede Trust Company, N.A. October 1996 - December 2009
The Wistar Institute 1990 - 1996
Skills
Change Management, Leadership Development, Team Building, Employee Relations, Strategic Planning, Coaching, Benefits Administration, Deferred Compensation, Performance Management, Human Resources, Microsoft Office
Education
East Stroudsburg University of Pennsylvania 1981 — 1985
Bachelor of Science, Management
Lea Emery's The Glenmede Trust Company, N.A. Experience September 2015 - Present
Job Business Development Director, Glenmede
Industry Investment Management
Experience
The Glenmede Trust Company, N.A. September 2015 - Present
Christie's May 2013 - July 2014
Christie's January 2012 - April 2013
Neuberger Museum of Art June 2010 - January 2012
Neuberger Museum of Art December 2008 - January 2012
US Bank Private Client Group July 2005 - December 2008
Leadership Cincinnati Class XXIX 2005 - 2006
Taft Museum of Art 1996 - June 2005
Member January 2004 - December 2004
US Bank Private Client Group 1993 - 1996
Skills
Fundraising, Philanthropy, Nonprofits, Public Relations, Event Management, Portfolio Management, Social Media, Art, Marketing, Fine Art, Strategic Planning, Non-profits, Wealth Management, Grant Writing, Museums, Management, Event Planning, Public Speaking, Leadership, Strategy
Education
Mount Holyoke College 1984 — 1988
B.A., International Relations, Art History
University of Cincinnati CCM 1996 — 1998
Master's Degree, Arts Administration
University of Cincinnati College of Business 1996 — 1998
Master of Business Administration (M.B.A.)
The Glenmede Trust Company, N.A. September 2015 - Present
Christie's May 2013 - July 2014
Christie's January 2012 - April 2013
Neuberger Museum of Art June 2010 - January 2012
Neuberger Museum of Art December 2008 - January 2012
US Bank Private Client Group July 2005 - December 2008
Leadership Cincinnati Class XXIX 2005 - 2006
Taft Museum of Art 1996 - June 2005
Member January 2004 - December 2004
US Bank Private Client Group 1993 - 1996
Skills
Fundraising, Philanthropy, Nonprofits, Public Relations, Event Management, Portfolio Management, Social Media, Art, Marketing, Fine Art, Strategic Planning, Non-profits, Wealth Management, Grant Writing, Museums, Management, Event Planning, Public Speaking, Leadership, Strategy
Education
Mount Holyoke College 1984 — 1988
B.A., International Relations, Art History
University of Cincinnati CCM 1996 — 1998
Master's Degree, Arts Administration
University of Cincinnati College of Business 1996 — 1998
Master of Business Administration (M.B.A.)
William Hyde's The Glenmede Trust Company, N.A. Experience July 1997 - November 2008
Job History Buff
Industry Civic & Social Organization
Experience
The Summit County Historical Society of Akron, Ohio March 2013 - February 2014
FirstMerit Bank, N.A. , Akron, Ohio February 2009 - September 2013
The Glenmede Trust Company, N.A. July 1997 - November 2008
KeyBank, N.A. May 1985 - July 1997
Skills
Finance, Estate Planning, Asset Managment, Financial Services, Strategic Financial..., Asset Management, Tax, Wealth Management
Education
National Graduate Trust School 1988 — 1989
Trust Services
College for Financial Planning 1986 — 1989
CFP, Financial Planning
Cleveland State University - Cleveland-Marshall College of Law 1970 — 1974
J.D., Law
Allegheny College 1965 — 1969
B.A., History
The Summit County Historical Society of Akron, Ohio March 2013 - February 2014
FirstMerit Bank, N.A. , Akron, Ohio February 2009 - September 2013
The Glenmede Trust Company, N.A. July 1997 - November 2008
KeyBank, N.A. May 1985 - July 1997
Skills
Finance, Estate Planning, Asset Managment, Financial Services, Strategic Financial..., Asset Management, Tax, Wealth Management
Education
National Graduate Trust School 1988 — 1989
Trust Services
College for Financial Planning 1986 — 1989
CFP, Financial Planning
Cleveland State University - Cleveland-Marshall College of Law 1970 — 1974
J.D., Law
Allegheny College 1965 — 1969
B.A., History
Peter Cutler's The Glenmede Trust Company, N.A. Experience August 2015 - Present
Job Vice President, Wealth Advisor at The Glenmede Trust Compamy, N.A.
Industry Investment Management
Experience
The Glenmede Trust Company, N.A. August 2015 - Present
Bessemer Trust 1999 - 2015
J&W Seligman 1996 - 1999
First Data Corporation 1994 - 1996
Education
Skidmore College 1989 — 1993
BA, English
Berkshire School 1985 — 1988
The Glenmede Trust Company, N.A. August 2015 - Present
Bessemer Trust 1999 - 2015
J&W Seligman 1996 - 1999
First Data Corporation 1994 - 1996
Education
Skidmore College 1989 — 1993
BA, English
Berkshire School 1985 — 1988
Scott Eng's The Glenmede Trust Company, N.A. Experience February 2015 - Present
Job Salesforce Architect at The Glenmede Trust Company, N.A.
Industry Information Technology and Services
Experience
The Glenmede Trust Company, N.A. February 2015 - Present
athenahealth August 2011 - February 2015
Feline Urban Rescue and Rehab, Inc. January 2011 - April 2013
Computer Aid, Inc. June 2005 - August 2011
Melick-Tully & Associates May 2003 - August 2004
Education
Lehigh University 2001 — 2005
B.S. Integrated Business & Engineering, Civil Engineering; Finance
The Glenmede Trust Company, N.A. February 2015 - Present
athenahealth August 2011 - February 2015
Feline Urban Rescue and Rehab, Inc. January 2011 - April 2013
Computer Aid, Inc. June 2005 - August 2011
Melick-Tully & Associates May 2003 - August 2004
Education
Lehigh University 2001 — 2005
B.S. Integrated Business & Engineering, Civil Engineering; Finance
Maureen Chacker's The Glenmede Trust Company, N.A. Experience July 2014 - Present
Job Relationship Management Associate at The Glenmede Trust Company, N.A.
Industry Law Practice
Experience
The Glenmede Trust Company, N.A. July 2014 - Present
Wells Fargo April 2012 - Present
Philadelphia Court of Common Pleas January 2010 - December 2011
Swartz Campbell June 2008 - August 2008
Department of Justice - Antitrust Division November 2007 - May 2008
Conference on Jewish Material Claims against Germany November 2002 - August 2006
Education
Villanova University School of Law 2009 — 2012
Master of Laws (LLM), Taxation
Drexel University, Earle Mack School of Law 2006 — 2009
Doctor of Law (JD)
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2002
Bachelor of Arts (BA), Marketing
The Glenmede Trust Company, N.A. July 2014 - Present
Wells Fargo April 2012 - Present
Philadelphia Court of Common Pleas January 2010 - December 2011
Swartz Campbell June 2008 - August 2008
Department of Justice - Antitrust Division November 2007 - May 2008
Conference on Jewish Material Claims against Germany November 2002 - August 2006
Education
Villanova University School of Law 2009 — 2012
Master of Laws (LLM), Taxation
Drexel University, Earle Mack School of Law 2006 — 2009
Doctor of Law (JD)
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2002
Bachelor of Arts (BA), Marketing
Jessica Chane's The Glenmede Trust Company, N.A. Experience June 2006 - August 2006
Job Vice President at J.P. Morgan
Industry Banking
Experience
J.P. Morgan Private Bank January 2015 - Present
J.P. Morgan Private Bank July 2011 - January 2015
J.P. Morgan Private Bank July 2008 - June 2011
J.P. Morgan Private Bank June 2007 - August 2007
The Glenmede Trust Company, N.A. June 2006 - August 2006
The Wellness Community of Philadelphia June 2005 - August 2005
Education
Tulane University - A.B. Freeman School of Business 2004 — 2008
Bachelor's degree, Finance and Marketing
J.P. Morgan Private Bank January 2015 - Present
J.P. Morgan Private Bank July 2011 - January 2015
J.P. Morgan Private Bank July 2008 - June 2011
J.P. Morgan Private Bank June 2007 - August 2007
The Glenmede Trust Company, N.A. June 2006 - August 2006
The Wellness Community of Philadelphia June 2005 - August 2005
Education
Tulane University - A.B. Freeman School of Business 2004 — 2008
Bachelor's degree, Finance and Marketing
Lisa Whitcomb's The Glenmede Trust Company, N.A. Experience July 2010 - Present
Job Managing Director, Director of Wealth Strategies at The Glenmede Trust Company, N.A.
Industry Investment Management
Experience
The Glenmede Trust Company, N.A. July 2010 - Present
The Glenmede Trust Company, N.A. September 2000 - July 2010
Dechert LLP September 1989 - October 1996
Education
University of Pennsylvania Law School 1987 — 1989
J.D., Trusts & Estates, Tax
Columbia University - Columbia Business School 1980 — 1981
Finance
Mount Holyoke College 1973 — 1977
A.B., Economics
The Glenmede Trust Company, N.A. July 2010 - Present
The Glenmede Trust Company, N.A. September 2000 - July 2010
Dechert LLP September 1989 - October 1996
Education
University of Pennsylvania Law School 1987 — 1989
J.D., Trusts & Estates, Tax
Columbia University - Columbia Business School 1980 — 1981
Finance
Mount Holyoke College 1973 — 1977
A.B., Economics
Jordan Hollender O'Regan's The Glenmede Trust Company, N.A. Experience February 2013 - September 2015
Job Vice President/Attorney at Hamilton Lane
Industry Investment Management
Experience
Hamilton Lane September 2015 - Present
The Glenmede Trust Company, N.A. February 2013 - September 2015
ARAMARK June 2012 - February 2013
Commodity Futures Trading Commission June 2010 - May 2012
Akin Gump Strauss Hauer & Feld LLP September 2007 - June 2010
U.S. Department of Justice, Antitrust Division July 2002 - August 2004
Skills
Legal Writing, Securities Regulation, Corporate Law, Corporate Governance, Legal Research, Securities, Financial Regulation, Dodd-Frank, Due Diligence, Joint Ventures, Mergers & Acquisitions, Private Equity, Legal Compliance, Corporate Finance, Hedge Funds
Education
University of Pennsylvania Law School 2004 — 2007
Juris Doctor
University of Delaware 2000 — 2002
Bachelor of Arts (B.A.)
University of Virginia 1998 — 2000
Tower Hill School
Hamilton Lane September 2015 - Present
The Glenmede Trust Company, N.A. February 2013 - September 2015
ARAMARK June 2012 - February 2013
Commodity Futures Trading Commission June 2010 - May 2012
Akin Gump Strauss Hauer & Feld LLP September 2007 - June 2010
U.S. Department of Justice, Antitrust Division July 2002 - August 2004
Skills
Legal Writing, Securities Regulation, Corporate Law, Corporate Governance, Legal Research, Securities, Financial Regulation, Dodd-Frank, Due Diligence, Joint Ventures, Mergers & Acquisitions, Private Equity, Legal Compliance, Corporate Finance, Hedge Funds
Education
University of Pennsylvania Law School 2004 — 2007
Juris Doctor
University of Delaware 2000 — 2002
Bachelor of Arts (B.A.)
University of Virginia 1998 — 2000
Tower Hill School
Kristopher Morin's The Glenmede Trust Company, N.A. Experience January 2015 - April 2015
Job Associate Attorney at Furey, Doolan & Abell, LLP
Industry Law Practice
Experience
TE Connectivity January 2015 - May 2015
The Glenmede Trust Company, N.A. January 2015 - April 2015
Furey, Doolan & Abell, LLP May 2013 - July 2013
U.S. District Court for the District of Columbia May 2012 - July 2012
Finance Scholars Group (FSG) May 2012 - July 2012
AdvantEdge Business Centers August 2010 - July 2011
Bryce Jordan Center October 2007 - May 2010
Skills
Research, Microsoft Word, Facebook, Westlaw, Legal Writing, Legal Research, Public Speaking, Microsoft Office, Social Media, PowerPoint, Microsoft Excel, Event Planning
Education
Villanova University School of Law 2011 — 2014
Penn State University 2006 — 2010
Bachelor of Science (BS), Economics
London School of Economics and Political Science 2009 — 2009
Summer Program - International Economics
TE Connectivity January 2015 - May 2015
The Glenmede Trust Company, N.A. January 2015 - April 2015
Furey, Doolan & Abell, LLP May 2013 - July 2013
U.S. District Court for the District of Columbia May 2012 - July 2012
Finance Scholars Group (FSG) May 2012 - July 2012
AdvantEdge Business Centers August 2010 - July 2011
Bryce Jordan Center October 2007 - May 2010
Skills
Research, Microsoft Word, Facebook, Westlaw, Legal Writing, Legal Research, Public Speaking, Microsoft Office, Social Media, PowerPoint, Microsoft Excel, Event Planning
Education
Villanova University School of Law 2011 — 2014
Penn State University 2006 — 2010
Bachelor of Science (BS), Economics
London School of Economics and Political Science 2009 — 2009
Summer Program - International Economics