The Private Trust Company, N.A.

Industry: Company

Description

Founded: 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

Employee
Years
Job
Industry
Kandra Arnold, MBA Kandra Arnold, MBA Cleveland/Akron, Ohio Area Details
Kandra Arnold, MBA's The Private Trust Company, N.A. Experience January 2015 - July 2015
Job Financial Analyst at KeyBank
Industry Banking
Experience
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

Richard Beeman Richard Beeman Vero Beach, Florida Details
Richard Beeman's The Private Trust Company, N.A. Experience July 1994 - May 2015
Job Professional Trustee/Director
Industry Public Policy
Experience
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

Alexandra Devendra Alexandra Devendra San Francisco, California Details
Alexandra Devendra's The Private Trust Company, N.A. Experience July 2006 - June 2008
Job legal design consultant + attorney + writer
Industry Legal Services
Experience
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

Aaron Aune Aaron Aune Cleveland, Ohio Details
Aaron Aune's The Private Trust Company, N.A. Experience June 2012 - Present
Job Trust Specialist at the Private Trust Company,N.A.
Industry Financial Services
Experience
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

Scott Erwin Cripps Scott Erwin Cripps Reno, Nevada Area Details
Scott Erwin Cripps's The Private Trust Company, N.A. Experience 2003 - 2005
Job Managing Director and Chief Fiduciary Officer at Rothschild Trust North America, LLC
Industry Banking
Experience
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

Alexis (Macaluso) Lundeen Alexis (Macaluso) Lundeen Cleveland, Ohio Details
Alexis (Macaluso) Lundeen's The Private Trust Company, N.A. Experience July 2014 - August 2015
Job Trust Officer at PNC
Industry Financial Services
Experience
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

Shannon Cramer, CTFA Shannon Cramer, CTFA Greensboro/Winston-Salem, North Carolina Area Details
Shannon Cramer, CTFA's The Private Trust Company, N.A. Experience November 2005 - July 2008
Job Senior Trust Administrator 3, VP at Wells Fargo
Industry Financial Services
Experience
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

Katharine McHale Katharine McHale Cleveland/Akron, Ohio Area Details
Katharine McHale's The Private Trust Company, N.A. Experience April 2010 - Present
Job Attorney and Trust Officer at The Private Trust Company, N.A.
Industry Financial Services
Experience
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

Willis Else Willis Else Cleveland/Akron, Ohio Area Details
Willis Else's The Private Trust Company, N.A. Experience June 1996 - Present
Job Chair, Audit Committe and Director at The Private Trust Company, N.A.
Industry Research
Experience
The Private Trust Company, N.A.   June 1996 - Present
National City Corporation  May 1985 - April 1993

Education
Northwestern University   1949 — 1953
B. S., Physics

Constance Stohrer Constance Stohrer Washington D.C. Metro Area Details
Constance Stohrer's The Private Trust Company, N.A. Experience September 2009 - February 2013
Job Investor Accounting Specialist at Greystone Servicing Corporation, Inc.
Industry Banking
Experience
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

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