The Private Trust Company, N.A.
Industry: Company
DescriptionFounded: 1995 Parent organizations: LPL Financial, LPL Financial Holdings Inc Subsidiary: Private Trust Co NA, Asset Management Arm
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The Private Trust Company, N.A. Employees
KeyBank July 2015 - Present
The Private Trust Company, N.A. January 2015 - July 2015
Staffmark Corporate August 2013 - October 2014
Horseshoe Casino January 2013 - May 2013
KeyBank November 2011 - December 2012
United Way of America February 2012 - April 2012
The University of Akron, Fitzgerald Institute for Entrepreneurial Studies May 2010 - August 2010
The University of Akron Office of the Registrar February 2009 - May 2010
Cuyahoga Community College September 2007 - December 2008
Skills
Microsoft Office 2007, Typing, Financial Analysis, Supervisory Skills, Risk Assessment, Risk Management, Customer Relations, Filing, Customer Service, Coaching, Microsoft Word, Management, PowerPoint, Training, Microsoft Excel, Budgets, Analysis, Auditing, Banking, Data Analysis, Accounting, Finance, Leadership, Time Management, Project Planning, Program Management, Microsoft Office, Teamwork, Data Entry
Education
Wright State University 2011 — 2012
MBA, Business Administration and Management, General
The University of Akron 2008 — 2010
BSBA, Finance, Financial Services
Cuyahoga Community College 2006 — 2008
AAB, Human Resource Mgmt
Cuyahoga Community College 2006 — 2008
AAB, Business Mgmt
Buchtel Highschool
Fragasso Financial Advisors August 2010 - Present
Council on Foreign Relations 1981 - Present
Mitchell Family Trusts January 2005 - Present
Yale Alumni Association of Cleveland March 1989 - Present
The Private Trust Company, N.A. July 1994 - May 2015
Cleveland Committee on Foreign Relations January 1992 - January 2003
National City Bank March 1984 - October 1992
National City Bank January 1978 - March 1984
Barclays February 1974 - January 1977
Itek Corporation May 1971 - February 1974
Skills
Trusteeship, Management, Global Perspective, Investment Advisory, Investment Management, Strategy, Business Development, Bank Management, Banking, Mutual Funds, Marketing, Loans, Funding, Credit, Sales, Investments, Corporate Law, Estate Planning, Retirement Planning, Start-ups, Wealth Management, Asset Allocation
Education
Yale University 1963 — 1967
BA history, International affairs and economics
University of Pennsylvania Law School
JD
Legal Design Initiative July 2015 - Present
Independent Contractor July 2015 - Present
Eviction Defense Collaborative, Inc. September 2014 - Present
Nixon Peabody February 2012 - July 2015
Marin County July 2012 - August 2012
Eviction Defense Collaborative, Inc. September 2011 - January 2012
Case Western Reserve Law Review March 2010 - March 2011
Nixon Peabody June 2010 - July 2010
United States District Court, Northern District of Ohio May 2009 - July 2009
The Private Trust Company, N.A. July 2006 - June 2008
Skills
Legal Research, Civil Litigation, Legal Writing, Legal Project Management, Graphic Design, Information Design, Legal Design, User Experience Design, Visual Design, User Interface Design, Employment Law, Nonprofits
Education
Case Western Reserve University School of Law 2008 — 2011
JD, concentration in litigation with honors
Pomona College 2001 — 2005
BA, French
Université Paul Valéry (Montpellier III) 2003 — 2004
French language, literature, and translation
Hugh C Williams Senior High School 1997 — 2001
The Private Trust Company, N.A. June 2012 - Present
Prudential Financial July 2010 - December 2011
Skoda Minotti December 2007 - February 2010
Skills
Investments, Trust Services, Charitable Trusts, Corporate Trust, Trust Management, Estate Planning, Estate Administration, Portfolio Management, Financial Services, Financial Modeling, Asset Management, Financial Analysis, Accounting
Education
Kent State University
Bachelors of Business Administration, Finance
The University of Akron 2007 — 2009
Finance/Economics
Rothschild Trust North America, LLC January 2015 - Present
Bank of the West 2012 - January 2015
Charles Schwab & Co., Inc., Schwab Private Client Registered Investment Advisor 2010 - 2012
Grant Thornton 2007 - July 2010
Citizens Bank Wealth Management, N.A. 2005 - 2007
The Private Trust Company, N.A. 2003 - 2005
Law Offices of Scott E. Cripps, LL.M. 1997 - 2003
Skills
High Net Worth..., Tax, Investment Management, Fiduciary, Asset Protection, Estate Tax Planning, Succession Planning, Investments, Corporate Law, Wealth, Leadership, Business Planning, Trust Services, Wealth Management, Contract Negotiation, Estate Law, Estate Planning, Private Banking, Mergers & Acquisitions, Wealth Management..., Management, Asset Allocation, Investment Advisory, Investment Strategies, Retirement Planning, Trusts, Securities, Asset Management, Strategic Financial..., Financial Planners, Financial Advisory, Corporate Governance, Mutual Funds, Banking, Finance, Financial Services, Retirement, Portfolio Management, Financial Planning
Education
Thomas Jefferson School of Law 1993 — 1996
JD, Law
Oxford University 1996 — 1996
Cert., International Law Studies
Golden Gate University, School of Law 1997 — 1998
Master of Laws (LL.M.), Taxation Program (LL.M.)
University of California, Davis 1980 — 1985
BA, Economics
PNC August 2015 - Present
The Private Trust Company, N.A. July 2014 - August 2015
The Private Trust Company, N.A. March 2012 - July 2014
AXA Advisors January 2007 - March 2012
AXA Advisors January 2006 - December 2006
Skills
Social Networking, Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, Social Media, Time Management, PowerPoint, Social Media Marketing, Event Planning, Event Management, Retail, Sales
Education
Cannon Financial Institute 2012 — 2014
Trust Schools 1-3
Ashland University 2002 — 2006
BS Business Administration, Finance, Economics
Wells Fargo December 2010 - Present
Allegiant Asset Management July 2008 - January 2011
The Private Trust Company, N.A. November 2005 - July 2008
Huntington National Bank January 2001 - November 2005
Skills
Investments, Risk Management, Financial Services, Wealth Management, Retirement Planning, Asset Allocation, Relationship Management, Mutual Funds, Financial Analysis
Education
Cleveland State University 2008 — 2008
MBA, Business Administration and Management, General
University of Phoenix 2002 — 2005
BSBA, Business Administration
The Private Trust Company, N.A. April 2010 - Present
The Cleveland Clinic November 2008 - October 2010
Katharine N. McHale Attorney at Law December 2004 - November 2008
The O'Brien Law Firm, LLC April 2002 - May 2003
Ulmer & Berne LLP March 2001 - January 2002
National City Bank July 1998 - June 2000
Key Bank August 1995 - June 1998
Huntington National Bank October 1984 - April 1995
Skills
Estate Planning, Trusts, Wills, Estate Administration, Elder Law, New Business Development
Education
Cleveland State University - Cleveland-Marshall College of Law 1980 — 1983
J.D., Law
Baldwin Wallace University 1973 — 1976
M.A. cum laude, Speech and Theatre
Allegheny College 1971 — 1973
liberal arts
The Private Trust Company, N.A. June 1996 - Present
National City Corporation May 1985 - April 1993
Education
Northwestern University 1949 — 1953
B. S., Physics
Greystone Servicing Corporation, Inc. February 2013 - Present
The Private Trust Company, N.A. September 2009 - February 2013
Cuyahoga Community College January 2009 - February 2009
Key Bank July 2000 - January 2008
Key Bank February 1998 - June 2000
Key Bank August 1992 - January 1998
Selected Financial Services/Carnegie Capital Management Company May 1986 - July 1992
Federal Reserve Bank January 1984 - April 1986
Federal Reserve Bank March 1982 - December 1983
Skills
Financial Analysis, Microsoft Excel, Banking, Cash Management, Commercial Banking, Accounting, Loans, Financial Modeling, Finance, Financial Services, Forecasting, Investments, Internal Audit, Analysis, Valuation, Process Improvement, Budgets, Corporate Finance, Cash Flow, Securities, Auditing, Portfolio Management, Asset Management, Account Reconciliation, Financial Statements, Loan Servicing, Credit Risk, Negotiation, Financial Reporting, Internal Controls, Business Process, Due Diligence, Essbase, Mutual Funds, Risk Management, Sarbanes-Oxley Act, Accounts Receivable, Business Planning, Lotus Notes, Hyperion Enterprise, Management, Executive Management, Mortgage Lending, Commercial Lending, Business Strategy, Invoicing, Treasury Management, Insurance, Accruals, Expenses
Education
Cuyahoga Community College 2008 — 2009
Certificate, Paralegal Studies
Cleveland State University 1977 — 1981
BBA, Accounting
Lumen Cordium High School 1973 — 1977