U S Trust

Description

U.S. Trust, Bank of America Private Wealth Management was founded in 1853 as the United States Trust Company of New York. It operated independently until 2000, when it was acquired by Charles Schwab, and Co., and subsequently was sold to, and became a subsidiary of, Bank of America in 2007. Acquisition date: November 20, 2006 Parent organizations: Bank of America, Bank of America, National Association Subsidiaries: U.S. Trust Co. of New York,

U S Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at U S Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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26 U S Trust employees in database. Find out everything there's to know about U S Trust employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

U S Trust Employees

Employee
Years
Job
Industry
Dee Bingham Dee Bingham Greer, South Carolina Details
Dee Bingham's U S Trust Experience July 2004 - Present
Job Senior Trust Officer at U S Trust
Industry Financial Services
Experience
U S Trust   July 2004 - Present
First Citizens Bank & Trust of South Carolina  May 2001 - July 2004

Skills
15 years of Fiduciary..., Certfied Trusted...

Education
University of South Carolina-Columbia   1983 — 1987
Bachelor's degree, Retail Management

Kara Fox Kara Fox Baltimore, Maryland Area Details
Kara Fox's U S Trust Experience October 2005 - Present
Job Business Control Manager
Industry Financial Services
Experience
U.S. Trust   June 2014 - Present
U S Trust   October 2005 - Present

Education
University of Rhode Island   2000 — 2004
Bachelor of Arts (B.A.), Communication, General

Stephen Kistner, CFA Stephen Kistner, CFA Greater Boston Area Details
Stephen Kistner, CFA's U S Trust Experience 2004 - 2007
Job Investment Counselor at Eaton Vance
Industry Investment Management
Experience
Eaton Vance  March 2011 - Present
Bessemer Trust  October 2007 - March 2011
U. S. Trust   2004 - 2007
State Street  1983 - 2004

Education
Harvard College   1970 — 1974
A.B., History

Boston University
M.B.A., Finance

Douglas Keyston Douglas Keyston San Francisco Bay Area Details
Douglas Keyston's U S Trust Experience 2012 - Present
Job Private Client Advisor at U. S. Trust
Industry Banking
Experience
U. S. Trust   2012 - Present
Bank of America  2002 - 2011

Skills
Credit Risk, Mergers & Acquisitions, Portfolio Management, Credit, Finance, Investments, Loans, Investment Banking, Financial Structuring, Wealth Management, Financial Analysis, Banking, Capital Markets, Financial Modeling, Management

Education
University of California, Los Angeles   1973 — 1978
Bachelor of Science, Economics, Economics and Business

Robert Louis Stevenson School, Pebble Beach   1968 — 1973

Kathy Bright, CTFA Kathy Bright, CTFA Fort Myers, Florida Area Details
Kathy Bright, CTFA's U S Trust Experience January 1982 - October 2012
Job Senior Vice President at Trevett Capital Partners
Industry Financial Services
Experience
Trevett Capital Partners   October 2012 - Present
U S Trust   January 1982 - October 2012

Education
Edison Community College

David Valenti CFP® David Valenti CFP® Chicago, Illinois Details
David Valenti CFP®'s U S Trust Experience 1990 - Present
Job Senior Vice President Portfolio Manager at U. S. Trust
Industry Banking
Experience
U. S. Trust   1990 - Present
LaSalle Bank/ ABN Amro  1990 - 2006
Arthur Andersen & Co  1983 - 1990

Skills
Portfolio Management, Private Wealth..., Asset Allocation, Wealth Management, Wealth Transfer, Wealth Preservation..., Estate Tax Planning, Wealth Management..., Investment Advisory, Investment Management, Wealth, High Net Worth..., Trust Services, Series 7, Investment Strategies, Strategic Financial..., Alternative Investments, Estate Planning, Investments, Asset Management, Financial Planning

Education
University of Notre Dame Law School   1979 — 1983
JD/MBA, Joint JD/MBA

University of Notre Dame - Mendoza College of Business   1979 — 1983
MBA/JD, Joint JD/MBA

Northwestern University   1975 — 1979
BA, Economics

National Graduate Trust School, Evanston, IL   1995 — 1996

Sandra Senich Sandra Senich Greater New York City Area Details
Sandra Senich's U S Trust Experience September 1986 - Present
Job Senior Vice President at U S Trust
Industry Investment Management
Experience
U S Trust   September 1986 - Present

Skills
Portfolio Management, Asset Managment, Wealth Management, Alternative Investments, Asset Allocation, Investment Strategies, Wealth Management..., Investments, Financial Services, Investment Management, High Net Worth..., Asset Management, Mutual Funds, Investment Advisory, Retirement Planning, Small Business Lending, Financial Analysis, Private Banking, Commercial Banking, Fixed Income

Education
The University of Connecticut   1982 — 1986
BA, Economics

Edward L Robertson, II Edward L Robertson, II Greater Boston Area Details
Edward L Robertson, II's U S Trust Experience March 2005 - Present
Job SVP at Bank of America
Industry Investment Management
Experience
U. S. Trust   March 2005 - Present
PNC Advisors  March 2000 - March 2005
Bank of Boston  1995 - 2000

Skills
Asset Allocation, Estate Planning, Financial Services, Wealth Management, Portfolio Management, Investments, Asset Managment, Asset Management, Investment Advisory, Wealth Management..., Credit, Alternative Investments, Mutual Funds, Investment Management, Series 7, High Net Worth..., Series 63, Investment Strategies, Fixed Income, Securities

Education
University of Pennsylvania - The Wharton School   1968 — 1971
MBA, Economics - Money and Banking

Cornell University   1963 — 1967
BA, Economics

Noble and Greenough School   1957 — 1963
High School, College Preparatory

Chris Schimmel, CFP®, CTFA™, CAP™ Chris Schimmel, CFP®, CTFA™, CAP™ Westlake Village, California Details
Chris Schimmel, CFP®, CTFA™, CAP™'s U S Trust Experience October 2008 - December 2010
Job Legacy Consulting Partners Tools to Win | Premier Trust and Estate Training for Financial Advisors | 8184008962
Industry Financial Services
Experience
Legacy Consulting Partners - Financial Advisor Trust and Estate Training/Consulting   March 2015 - Present
UBS Wealth Management  January 2012 - March 2015
U. S. Trust   October 2008 - December 2010
Merrill Lynch  June 1999 - October 2008
The Private Bank - Bank of Boston   December 1992 - June 1999
Wells Fargo Bank  August 1989 - December 1992
Merrill Lynch  June 1985 - August 1988

Skills
Wealth Management, Estate Planning, Philanthropic Planning, Philanthropy, Trust Services, High Net Worth..., Private Banking, Investment Advisory, Asset Allocation, Wealth Management..., Finance, Retirement Planning, Alternative Investments, Wealth, Investment Strategies, Financial Advisory, Mutual Funds, Securities, Investment Management, Asset Management, Strategic Financial..., Investments, Series 63, Retirement, Portfolio Management, Hedge Funds, Equities, Financial Planning, Financial Services

Education
Boston University   1979 — 1983
School of Management - B.S.B.A.

Pomfret School   1975 — 1979
Pomfret, CT

American Bankers Association - ICB
CTFA™, Certified Trust and Financial Advisor, Personal Trust

College for Financial Planning
CFP®, Certified Financial Planner, Financial Planning

The American College
CAP™, Chartered Advisor in Philanthropy, Philanthropic Planning

Andy Drendel Andy Drendel Greater Chicago Area Details
Andy Drendel's U S Trust Experience 1998 - June 2012
Job Sr Vice President Trust and Investments at First Bank & Trust
Industry Financial Services
Experience
First Bank & Trust  February 2014 - Present
Between Assignments   June 2012 - Present
U S Trust   1998 - June 2012
LaSalle Bank  September 1997 - 2008
M & I Trust   1989 - 1994

Skills
Wealth Management, Wealth, Asset Management, High Net Worth..., Estate Planning, Financial Planning, Retirement Planning, Tax, New Business Development, Financial Analysis, Finance, Asset Managment, Strategic Financial..., Investments, Wealth Management..., Employee Benefits, Trust Services, Banking, Asset Allocation, Securities, Financial Services, Portfolio Management, Investment Management, Investment Advisory

Education
Illinois State University   1968 — 1972
Bachelor of Science (B.S.), Accounting

Illinois State University   1968 — 1972
B S, Accounting

G. Diann Petrino G. Diann Petrino Greater New York City Area Details
G. Diann Petrino's U S Trust Experience SVP, Division Philanthropic ExecutiveBank of AmericaJune 2012 - February 2013
Job Managing Director, Division Philanthropic Executive at U. S. Trust
Industry Financial Services
Experience
U. S. Trust   SVP, Division Philanthropic ExecutiveBank of AmericaJune 2012 - February 2013
Deutche Asset Management   2000 - 2002
Zurich Scudder Investments  1998 - 2002
Scudder Stevens and Clark  1983 - 1998
Chemical Bank  1980 - 1983

Skills
Portfolio Management, Asset Managment, CRM

Education
New York University - Leonard N. Stern School of Business   1979 — 1981
Master of Business Administration (M.B.A.), Finance

Mount Holyoke College   1973 — 1977
A.B., Biochemistry

Vicki Sinar Vicki Sinar Greater Chicago Area Details
Vicki Sinar's U S Trust Experience August 2011 - Present
Job Financial Services Professional
Industry Financial Services
Experience
U. S. Trust   August 2011 - Present
The Northern Trust  May 2008 - August 2011
Morgan Stanley  September 1987 - April 1999

Education
Northwestern University - Kellogg School of Management   1985 — 1987
Masters of Business Administration, Finance, Marketing

University of Michigan   1980 — 1984
BA, Political Science

Michele Vickers Michele Vickers Sarasota, Florida Area Details
Michele Vickers's U S Trust Experience March 2008 - Present
Job Vice Pres at U.S. Trust
Industry Banking
Experience
U. S. Trust   March 2008 - Present
SunTrust Bank  August 1991 - March 2005
198011Firemans Fund Mortgage   November 1980 - May 1990

Skills
Asset Management, Real Estate, Wealth Management, Financial Planning

Education
Northwestern University   1996 — 1998
Certified Trust and Financial Advisor

Michigan State University   1971 — 1972
No declaration

Jeffrey Daniels , CFA Jeffrey Daniels , CFA Vero Beach, Florida Details
Jeffrey Daniels , CFA's U S Trust Experience August 2005 - August 2008
Job Vice Pres./Sr. Investment Advisor at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust  August 2008 - Present
U S Trust   August 2005 - August 2008

Education
Syracuse University - Martin J. Whitman School of Management
Master of Business Administration (MBA)

Pamela Spence Murray Pamela Spence Murray New York, New York Details
Pamela Spence Murray's U S Trust Experience January 1991 - December 1992
Job President & Founder of Divorce AdvantEDGE
Industry Financial Services
Experience
Divorce AdvantEDGE   October 2008 - Present
New Life Strategies   January 1999 - October 2008
Apogee Investment Management   January 1993 - January 2000
U S Trust   January 1991 - December 1992
Fleet National Bank  December 1988 - January 1991
Connecticut Bank & Trust/ Bank of New England   January 1985 - December 1988
Dreman Value Management  November 1983 - December 1985
W. P. Stewart & Co.   February 1980 - November 1983

Skills
Investments, Strategic Financial..., Estate Planning, Wealth Management, Asset Management, Retirement Planning, Financial Analysis, Portfolio Management, Small Business, Public Speaking, Divorce Financial..., Strategic Planning, Business Strategy, Securities, Social Media Marketing, Marketing, Asset Managment, Social Media, Finance

Education
Barnard College   1978 — 1982
BA, Economics

Katherine Brewin Katherine Brewin Chicago, Illinois Details
Katherine Brewin's U S Trust Experience October 1990 - Present
Job Managing Director of U S Trust
Industry Banking
Experience
U S Trust   October 1990 - Present
LaSalle Bank, N.A.   2000 - April 2008

Skills
Banking, Estate Planning, Management, Trust Services, Asset Allocation, Wealth, High Net Worth..., Wealth Management..., Investment Management

Education
Kent College of Law IIT
Master of Laws (LL.M.), Taxation

Salmon P. Chase College of Law
Doctor of Law (J.D.), Law

University of Cincinnati   1969 — 1972
Graduate Study, Political Science and Government

University of Rochester   1965 — 1969
Bachelor of Arts (B.A.), Political Science and Government

Tim von Storch Tim von Storch Denver, Colorado Details
Tim von Storch's U S Trust Experience 1987 - 1992
Job Real Estate Analyst
Industry Commercial Real Estate
Experience
Fowler Property Acquisitions  April 2007 - September 2007
Apartment Realty Advisors  June 2003 - March 2007
Banc of America Securities  2000 - 2000
Gartner  1997 - 2000
J.P. Morgan   1991 - 1993
U S Trust   1987 - 1992

Education
Lake Forest College   1983 — 1987
BA, Finance - Economics

Archana Panchal Archana Panchal Greater New York City Area Details
Archana Panchal's U S Trust Experience 2005 - 2006
Job JP Morgan
Industry Computer & Network Security
Experience
IFlowSoft LLC   Software EngineerLehman Brothers2006 - Present
Credit Suisse  September 2009 - July 2011
Barclays Capital  2008 - 2008
Barclays  2008 - 2008
Lehman Brothers /Barclays Capital   2006 - 2008
U S Trust   2005 - 2006
Goldman Sachs Asset Management  2004 - 2005

Skills
Sybase, Trading Systems, Spring, Market Data, Unix, Electronic Trading, Java Enterprise Edition, Hibernate, SDLC, Derivatives, JMS, Agile Methodologies

Education
Worcester Polytechnic Institute   2001 — 2003
MS, Computer Science

University of Mumbai   1993 — 1999
B E, Comupter Engineering

Sergio Romeo Sergio Romeo Greater New York City Area Details
Sergio Romeo's U S Trust Experience March 2001 - July 2015
Job Director at Bank of America Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch  July 2015 - Present
U S Trust   March 2001 - July 2015

Skills
Alternative Investments, Asset Allocation, Series 7, Series 63, Wealth Management..., Asset Management, Investments, Wealth Management, Hedge Funds, High Net Worth..., Investment Management, Fixed Income, Mutual Funds, Series 65, Portfolio Management, Series 24, Municipal Bonds

Education
Fordham University   1994 — 1997
Master of Business Administration (MBA), Finance

Pace University - Lubin School of Business   1987 — 1991
Bachelor's Degree, Finance

Dorothy Oertel-Albright Dorothy Oertel-Albright Greater New York City Area Details
Dorothy Oertel-Albright's U S Trust Experience 1989 - 2009
Job Senior Vice President at U S Trust
Industry Financial Services
Experience
U. S. Trust Co.   March 1989 - Present
U S Trust Company  March 1989 - Present
u s Trust   1989 - 2009
Bank of new york  1976 - 1988

Skills
Wealth Management

Education
Skidmore College
BA, Spanish And Business

Elizabeth Betsy Fletcher Elizabeth Betsy Fletcher Boca Raton, Florida Details
Elizabeth Betsy Fletcher's U S Trust Experience 1995 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
U. S. Trust   1995 - 2007

Skills
Estate Planning, Asset Allocation, Investments

Education
Nova Southeastern University - MBA
MBA

University of Florida
BS, Advertising / Marketing

Jenny Andrea Jenny Andrea Hartford, Connecticut Area Details
Jenny Andrea's U S Trust Experience 1997 - 2009
Job AVP/Portfolio Manager Asst.
Industry Financial Services
Experience
PartyLite  November 2011 - Present
US Trust  February 1997 - Present
U. S. Trust   1997 - 2009
BNY Mellon  1995 - 1997
Putnam Trust   1988 - 1996

Skills
Peer Mentoring, Asset Allocation, Wealth Management, Sales, Series 7

Education
University of Phoenix   2002 — 2004
Associate's degree, Business Administration and Management, General

Greenwich High School   1982 — 1985

Paul E. Martin Paul E. Martin Greater St. Louis Area Details
Paul E. Martin's U S Trust Experience 2008 - Present
Job Senior Vice President at U S Trust
Industry Banking
Experience
U S Trust   2008 - Present
A.G. Edwards & Sons, Inc.   1998 - 2007
Prudential Securities  1993 - 1998
Smith Barney  1986 - 1993

Skills
Asset Managment, Equities, Investments, Securities, Investment Banking, Venture Capital, Asset Management, Financial Modeling, Alternative Investments, Private Equity, Investment Management, Strategic Financial..., Mergers & Acquisitions, Financial Advisory, Wealth Management..., Valuation, Due Diligence, Bonds, Equity Research, Series 7, Portfolio Management, Investment Strategies, Investment Advisory, Wealth Management, Capital Markets, Asset Allocation, Financial Analysis, Fixed Income

Education
University of Chicago Graduate School of Business   1982 — 1984
MBA, Finance

Princeton University   1976 — 1980
BA, Economics

St. Louis Country Day School

Shelley Thompson Shelley Thompson Greater Los Angeles Area Details
Shelley Thompson's U S Trust Experience June 2000 - December 2002
Job Wealth Management Consultant, Attorney, Senior Banking Executive
Industry Financial Services
Experience
Scottsdale Community Bank   2012 - Present
BCI, Inc.   2009 - Present
Bank of Hawaii  September 2005 - January 2012
City National Bank  December 2002 - May 2005
U. S. Trust   June 2000 - December 2002
U. S. Bank   September 1997 - May 2000
Wells Fargo  January 1987 - April 1996

Skills
Investments, Pensions, Investment Management, Private Banking, Trusts, Alternative Investments, Mergers & Acquisitions, Banking, Asset Managment, Estate Planning, Asset Management, Retirement, Start-ups, Management, Strategic Planning, Portfolio Management, Retail Banking, Financial Planners, Strategic Financial..., Mergers, High Net Worth..., Investment Advisory, Wealth Management...

Education
University of California, Hastings College of the Law
J.D., Law

University of California, Santa Barbara
B.A., Major: History; Minors: German and Anthropology

Thomas Keleher Thomas Keleher Greater Boston Area Details
Thomas Keleher's U S Trust Experience 1990 - 2001
Job Vice President Commercial Lending at Middlesex Savings Bank
Industry Banking
Experience
Middlesex Savings Bank  Vice PresidentSouth Shore Co-operative Bank2005 - 2007
Stoneham Savings Bank  2004 - 2005
Citizens Bank  2001 - 2004
U S Trust   1990 - 2001
First National Bank of Boston  1978 - 1990
Bay Bank Middlesex   1970 - 1978
U S Air Force  1966 - 1970

Education
Babson College   1964 — 1966
MBA, Finance

Boston College   1960 — 1964
BA, Math & Economics

Mission High   1956 — 1960
Diploma

Daniel Casper Daniel Casper Hartford, Connecticut Area Details
Daniel Casper's U S Trust Experience February 2006 - Present
Job Managing Director Wealth Structuring at U. S. Trust
Industry Banking
Experience
U. S. Trust   February 2006 - Present

Education
Fairfield University
Master's Degree, Finance and Financial Management Services

Purdue University
Bachelor's Degree, Business, Management, Marketing, and Related Support Services