The Trust Company of Virginia
Industry: Company
DescriptionFounded: 2008 Parent organization: TCV Financial Corporation
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The Trust Company of Virginia Employees
The Trust Company of Virginia February 2012 - Present
SunTrust Bank September 2002 - November 2011
Skills
Wealth Management, Estate Planning, Investments, Trust Management, Estate Administration, Wealth Management..., High Net Worth..., Estate Tax Planning, Trusts, Asset Allocation, Trust Services, Investment Advisory, Wealth, Retirement Planning, Investment Management
Education
Campbell University 1992 — 1997
Master of Business Administration (M.B.A.), Trust Management and Financial Planning
New York Presbyterian Hospital October 2013 - Present
Wachtell, Lipton, Rosen & Katz December 2010 - June 2013
MIT Sloan School of Management June 2009 - August 2009
Wellesley College June 2008 - August 2008
Davenport & Co LLC July 2007 - August 2007
The Trust Company of Virginia June 2007 - July 2007
Education
Columbia University in the City of New York 2013 — 2015
Post-baccalaureate Certificate, Pre-Medicine/Pre-Medical Studies
Wellesley College 2006 — 2010
B.A, Economics
The Collegiate School
WestRock Company July 2015 - Present
MeadWestvaco April 2013 - July 2015
World Pediatric Project August 2012 - April 2013
The Trust Company of Virginia June 2008 - February 2012
St. Catherine's School 2004 - 2008
Jewett Automation January 2000 - June 2002
Jewett Machine September 1997 - January 2000
Adam Mickiewicz University October 1993 - June 1996
Skills
Project Management, Program Management, Creative Concept..., Cross-functional..., Marketing, Marketing Strategy, Customer Oriented, Program Administration, Operations Management, Multi Tasking, Well-organized, Detail Oriented, Budgeting, Supervisory Experience, Project Planning, Program Implementation, Event Planning, Writing, Editing, Inside Sales, Recruiting, Mentoring, Public Speaking, Teacher, Patience, Budgets, PowerPoint, Sales, Customer Service, Data Analysis
Education
Collegiate
Georgetown University 1985 — 1989
BS, International Management & Marketing
Nijenrode, The Netherlands School of Business
International Business Program Certificate
University of Richmond
MA, Eastern European History
The Trust Company of Virginia April 2000 - Present
Skills
Wealth Management, Asset Management, Portfolio Management, Estate Planning, Trust Services, Trusts, Asset Allocation
Education
Hollins University
Chesapeake Investment Group March 2014 - Present
The Trust Company of Virginia October 2000 - February 2014
Wachovia Bank January 1998 - October 2000
Jefferson National Bank 1994 - January 1998
American General Life Companies is now part of the AIG Family! 1988 - 1994
Davenport & Company LLC 1985 - 1987
Anderson & Strudwick 1983 - 1985
Education
The College of William and Mary - The Mason School of Business 1981 — 1983
MBA, Finance
Hampden-Sydney College 1977 — 1981
BS/BA, Mathematics and Economics
Collegiate 1965 — 1977
High School
The Trust Company of Virginia April 2013 - February 2015
Ropes & Gray LLP November 2011 - December 2012
Johnson Investment Counsel August 2007 - August 2011
Morgan Stanley August 2004 - August 2007
Fifth Third Bank November 2001 - August 2004
Education
Ohio Wesleyan University 1992 — 1996
Bachelor of Arts
The Trust Company of Virginia June 2013 - Present
Skills
Retirement Planning, Wealth Management, New Business Development, Asset Management, Estate Planning, Finance, Financial Planning, Internal Controls, Financial Reporting, Investments, Leadership, Networking, Program Management
Education
University of Richmond 1990 — 1993
Doctor of Law (J.D.)
Virginia Military Institute 1985 — 1989
Bachelor of Arts (B.A.), History
Wake Forest University August 2013 - May 2015
Liberty Hardware June 2014 - August 2014
The Trust Company of Virginia August 2010 - July 2013
Wells Fargo Advisors February 2009 - August 2010
Wells Fargo Advisors May 2007 - February 2009
Wells Fargo Advisors March 2006 - May 2007
Skills
Research, Portfolio Management, Management, Strategy, Risk Management, Analytics, Strategic Planning, Project Management, Account Reconciliation, Process Improvement, Training, Event Planning, Business Strategy, Competitive Analysis, Social Media, Marketing, Data Analysis, Marketing Strategy, Microsoft Office, Financial Analysis, Social Media Marketing, Public Speaking, Leadership, Business Development, Team Management, Financial Planning, Customer Service, Account Management, Fraud Analysis, Relationship Management, Marketing Communications, Public Relations, Organizational..., Copywriting
Education
Wake Forest University 2013 — 2015
Master of Business Administration (MBA), Marketing
Hampden-Sydney College 2000 — 2004
Bachelor's degree, History, 3.44
Hotchkiss 1998 — 2000
International Relations and Affairs
Burke & Herbert Bank December 2014 - May 2015
The Trust Company of Virginia August 2013 - April 2014
Wells Fargo October 2012 - August 2013
Choate, Hall & Stewart August 2011 - May 2012
UBS Wealth Management January 2010 - August 2011
Wachovia February 2008 - January 2010
Skills
MS Office Suite, SEI, Northstar, JOSHUA, Sungard, Addvantage, Mainframe, Clientcom, iManage, Internet Explorer, Netscape, Firefox, Windows, Trust Services, Cannon Trust School, Microsoft Office, ACCAA Certified, Wealth Management..., Securities, High Net Worth..., Mutual Funds, Estate Planning, Series 7, Customer Service, Training, Banking, Human Resources, Wealth Management, Recruiting, Financial Services, Risk Management
Education
Northeastern University - Graduate School of Business Administration 2010 — 2015
MBA
University of Phoenix 2006 — 2007
Bachelors
The London Company July 2015 - Present
Pineno Levin & Ford Asset Management May 2013 - February 2015
Arrington Portfolio Advisors, Inc. June 2011 - May 2013
Ridgeworth Capital Management / IronOak Advisors May 1997 - May 2011
The Trust Company of Virginia 1994 - 1997
Dixon, Hubard & Feinour 1993 - 1994
Signet Trust Company / Signet Asset Mgt. 1985 - 1993
Skills
Portfolio Management, Investments, Performance Measurement, Investment Management, Investment Advisory..., Research, Security Analysis, Special Situations..., Mutual Funds, Asset Allocation
Education
CFA Institute
CFA, Investments / Research / Portfolio Management
Roanoke College
BBA, Business Administration
Engility Corporation June 2012 - Present
AT&T Government Solutions June 2005 - June 2012
The Trust Company of Virginia April 2003 - June 2005
Actuarial Benefits and Design July 2002 - April 2003
Ceridian Benefits Services October 2000 - July 2002
MidAtlantic Pension Group June 1998 - October 2000
MidAtlantic Pension Group August 1997 - June 1998
First Data Investor Services Group November 1995 - August 1997
American Tobacco Company November 1990 - November 1995
American Tobacco Company March 1986 - November 1990
Skills
Systems analysis and..., Accounting, Payroll, Testing, Microsoft Excel, CRM, Investments, Accounts Payable, Logistics, Visio, Program Management, Account Reconciliation, Defined Benefit, Software Documentation, Access, Outlook, Project Management, Accounts Receivable, Finance, Pensions, Business Intelligence, Training, Leadership, Forecasting, Employee Benefits, Software Development, Team Building, Customer Service, Troubleshooting, PowerPoint, ERP, Analysis, Budgets
Education
Saint Leo University 2012 — 2014
Bachelor of Arts (B.A.), Business Administration, Management
John Tyler Community College
AAS, Program Computer Programming
The Trust Company of Virginia October 2013 - Present
Anne L. Stone & Associates, LLC October 2007 - October 2013
Education
American University Washington College of Law 2006 — 2008
Master of Laws (LLM)
University of Baltimore School of Law 1990 — 1993
Doctor of Law (JD)
Mount St. Mary's University 1986 — 1990
Bachelor's degree, Business & Finance