Union Trust Company
Description
Address: 312 Central Ave SE # 508, Minneapolis, MN 55414 Hours: Opens soon ⋅ 8AM Friday8AM–5PMSaturdayClosedSundayClosedMonday9AM–4PMTuesday9AM–4PMWednesday9AM–4PMThursday9AM–4PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (612) 379-3222: Category: : : : : Website: : Place name: Website: http://ubtmn.com/ Category: Bank 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. · Own this business? Questions & answers Ask a questionBe the first to ask a questionPopular times Fridays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 7 AM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aPlan your visitClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on FridaysPeople typically spend 15 min here Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Union Bank & Trust Co 2lun Posting publicly on the Web Write a review Reviews"Union Bank is a great local bank that provides wonderful customer service." "This place is not worthy to manage your finances!" "This has been by far the worst banking experience I’ve ever had." View all Google reviews
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Union Trust Company Employees
Employee
Years
Job
Industry
Anne Marie Flaherty Anne Marie Flaherty's Union Trust Company Experience 1979 - 1999
Job Special Assets
Industry Banking
Experience
Webster Bank March 2015 - Present
First Niagara Bank July 2002 - Present
Union Trust Company 1979 - 1999
Skills
Banking, Commercial Banking, Commercial Lending, Loans, Small Business Lending, Credit, Credit Analysis, Cash Management, Commercial Mortgages, Mortgage Lending, Portfolio Management, Loan Origination, Underwriting, Asset Based Lending, Consumer Lending, Financial Analysis
Education
Albertus Magnus College 1975 — 1979
B.A.
Webster Bank March 2015 - Present
First Niagara Bank July 2002 - Present
Union Trust Company 1979 - 1999
Skills
Banking, Commercial Banking, Commercial Lending, Loans, Small Business Lending, Credit, Credit Analysis, Cash Management, Commercial Mortgages, Mortgage Lending, Portfolio Management, Loan Origination, Underwriting, Asset Based Lending, Consumer Lending, Financial Analysis
Education
Albertus Magnus College 1975 — 1979
B.A.
MaryAnn Murtha MaryAnn Murtha's Union Trust Company Experience September 1980 - August 1985
Job Instructor at Western Connecticut State U. & Naugatuck Valley CC, Nonprofit Leader, Writer
Industry Higher Education
Experience
Western CT State U, Naugatuck Valley CC January 2003 - Present
Newtown Development Corp. January 1995 - January 2001
Western Connecticut State University September 1985 - May 1990
Union Trust Company September 1980 - August 1985
Skills
Higher Education, Non-profits, Writing, Communication, Teaching, Leadership, Student Affairs, Public Speaking, Editing, Academic Advising, Career Counseling, Event Planning, Fundraising, Community Outreach, Social Media, Resume Writing, Social Networking, Creative Writing, Student Development, Nonprofits, Volunteer Management, Staff Development, Newsletters, Admissions, Management, Microsoft Office, Curriculum Design, Copy Editing, Grants, Proofreading, Press Releases
Education
Fairfield University 1982 — 1984
M.A., Corporate and Political Communication
Fairfield University 1975 — 1979
B.A., English
Western CT State U, Naugatuck Valley CC January 2003 - Present
Newtown Development Corp. January 1995 - January 2001
Western Connecticut State University September 1985 - May 1990
Union Trust Company September 1980 - August 1985
Skills
Higher Education, Non-profits, Writing, Communication, Teaching, Leadership, Student Affairs, Public Speaking, Editing, Academic Advising, Career Counseling, Event Planning, Fundraising, Community Outreach, Social Media, Resume Writing, Social Networking, Creative Writing, Student Development, Nonprofits, Volunteer Management, Staff Development, Newsletters, Admissions, Management, Microsoft Office, Curriculum Design, Copy Editing, Grants, Proofreading, Press Releases
Education
Fairfield University 1982 — 1984
M.A., Corporate and Political Communication
Fairfield University 1975 — 1979
B.A., English
Sarah (Calise) Tolman Sarah (Calise) Tolman's Union Trust Company Experience 2000 - 2002
Job Senior Vice President, Branch Administration at The First, N.A.
Industry Banking
Experience
The First, N.A. August 2014 - Present
KeyBank February 2013 - August 2014
KeyBank August 2010 - February 2013
Camden National Corporation August 2009 - August 2010
Camden National Corporation January 2008 - August 2009
Camden National Corporation March 2006 - January 2008
Camden National Corporation February 2005 - March 2006
Camden National Corporation April 2003 - February 2005
Union Trust Company 2000 - 2002
Skills
Series 6, Series 63
Education
Husson College 1996 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
Ohhs
The First, N.A. August 2014 - Present
KeyBank February 2013 - August 2014
KeyBank August 2010 - February 2013
Camden National Corporation August 2009 - August 2010
Camden National Corporation January 2008 - August 2009
Camden National Corporation March 2006 - January 2008
Camden National Corporation February 2005 - March 2006
Camden National Corporation April 2003 - February 2005
Union Trust Company 2000 - 2002
Skills
Series 6, Series 63
Education
Husson College 1996 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
Ohhs
Kim Saucier Kim Saucier's Union Trust Company Experience October 2004 - April 2006
Job Marketing & Design
Industry Marketing and Advertising
Experience
KS Marketing & Design May 2013 - Present
Balance Hair & Body August 2011 - May 2013
University Credit Union May 2006 - October 2010
Union Trust Company October 2004 - April 2006
Bar Harbor Bank & Trust October 2001 - October 2004
Skills
Marketing, Graphic Design, Social Media Marketing, Marketing Strategy, Marketing Communications, Employee Training, Office Administration, Organization, Event Planning, Events Coordination, Public Relations, Microsoft Office, Online Marketing, Email Marketing, Advertising, Strategic Planning, Management, Web Design, Social Media
Education
Husson University 1996 — 2000
Bachelors, Marketing
Husson University 1996 — 2000
Bachelor of Science (B.S.), Marketing
Gray New Gloucester High School 1992 — 1996
Diploma, General
KS Marketing & Design May 2013 - Present
Balance Hair & Body August 2011 - May 2013
University Credit Union May 2006 - October 2010
Union Trust Company October 2004 - April 2006
Bar Harbor Bank & Trust October 2001 - October 2004
Skills
Marketing, Graphic Design, Social Media Marketing, Marketing Strategy, Marketing Communications, Employee Training, Office Administration, Organization, Event Planning, Events Coordination, Public Relations, Microsoft Office, Online Marketing, Email Marketing, Advertising, Strategic Planning, Management, Web Design, Social Media
Education
Husson University 1996 — 2000
Bachelors, Marketing
Husson University 1996 — 2000
Bachelor of Science (B.S.), Marketing
Gray New Gloucester High School 1992 — 1996
Diploma, General
John Ruehl John Ruehl's Union Trust Company Experience March 1984 - August 1996
Job New Homes Sales Coordinator at David Weekley Homes
Industry Construction
Experience
David Weekley Homes August 1999 - Present
Union Trust Company March 1984 - August 1996
Education
Fairfield University 1974 — 1976
Master of Arts (M.A.), Corporate and Political Communications
University of Bridgeport
Bachelor of Business Administration (B.B.A.), Marketing
David Weekley Homes August 1999 - Present
Union Trust Company March 1984 - August 1996
Education
Fairfield University 1974 — 1976
Master of Arts (M.A.), Corporate and Political Communications
University of Bridgeport
Bachelor of Business Administration (B.B.A.), Marketing
Brent Howard Brent Howard's Union Trust Company Experience September 1992 - August 1993
Job Commercial Real Estate Lender
Industry Banking
Experience
Sterling National Bank November 2010 - Present
Sun National Bank November 2000 - July 2010
Alliance Funding - Superior Bank March 1997 - November 2000
Poughkeepsie Savings Bank June 1994 - March 1997
Real Estate Recovery August 1993 - June 1994
Union Trust Company September 1992 - August 1993
American Savings Bank September 1991 - September 1992
Freemont Corporation August 1986 - September 1991
Commercial Trust Company May 1984 - August 1986
union Chesea National Bank August 1981 - May 1984
Skills
Loans, Credit, Commercial Lending, Real Estate, Commercial Real Estate, Commercial Banking, Small Business Lending, Credit Analysis, Commercial Mortgages, Lines Of Credit, Leadership, Banking, Mortgage Lending, Loan Origination, Consumer Lending, Construction Loans, Portfolio Management, Credit Risk, Financial Structuring, Underwriting
Education
Clarkson University 1974 — 1978
bs, accounting
Sterling National Bank November 2010 - Present
Sun National Bank November 2000 - July 2010
Alliance Funding - Superior Bank March 1997 - November 2000
Poughkeepsie Savings Bank June 1994 - March 1997
Real Estate Recovery August 1993 - June 1994
Union Trust Company September 1992 - August 1993
American Savings Bank September 1991 - September 1992
Freemont Corporation August 1986 - September 1991
Commercial Trust Company May 1984 - August 1986
union Chesea National Bank August 1981 - May 1984
Skills
Loans, Credit, Commercial Lending, Real Estate, Commercial Real Estate, Commercial Banking, Small Business Lending, Credit Analysis, Commercial Mortgages, Lines Of Credit, Leadership, Banking, Mortgage Lending, Loan Origination, Consumer Lending, Construction Loans, Portfolio Management, Credit Risk, Financial Structuring, Underwriting
Education
Clarkson University 1974 — 1978
bs, accounting
Natalie Roche Natalie Roche's Union Trust Company Experience November 1986 - April 1993
Job Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments April 2011 - December 2013
Fidelity Investments July 1993 - January 1997
Union Trust Company November 1986 - April 1993
Merrill Lynch Capital Markets March 1985 - October 1986
Skills
Marketing, Leadership, Investments, Mutual Funds, Sales Management
Education
Trinity College-Hartford 1978 — 1983
B.S., Environmental Studies/Economics
of, European Studies
City Of London Polytechnic
Fidelity Investments January 2014 - Present
Fidelity Investments April 2011 - December 2013
Fidelity Investments July 1993 - January 1997
Union Trust Company November 1986 - April 1993
Merrill Lynch Capital Markets March 1985 - October 1986
Skills
Marketing, Leadership, Investments, Mutual Funds, Sales Management
Education
Trinity College-Hartford 1978 — 1983
B.S., Environmental Studies/Economics
of, European Studies
City Of London Polytechnic
Robin Louis Ramistella, MBA Robin Louis Ramistella, MBA's Union Trust Company Experience June 1986 - August 1989
Job Senior Manager at WeiserMazars LLP
Industry Financial Services
Experience
WeiserMazars LLP February 2010 - Present
Jefferson Wells March 2000 - February 2010
NY State Banking Department May 1993 - March 2000
Professional Practice Strategies August 1989 - May 1993
Union Trust Company June 1986 - August 1989
Barclays Bank of New York, N.A. January 1975 - June 1986
Skills
AML, Enterprise Risk..., OFAC, Financial Risk, Risk Management, Banking, Internal Audit, KYC, Internal Controls, Sarbanes-Oxley Act, Due Diligence, Auditing, Operational Risk..., Risk Assessment, Financial Institutions, Financial Analysis, Loans, Credit, Credit Risk, Corporate Governance, Commercial Banking, Finance, Commercial Lending, Credit Analysis, IT Audit, Quality Auditing, Governance, Sarbanes-Oxley, Financial Services, Fraud, Operational Risk, Investments, Capital Markets, Asset Management, Mortgage Lending, Securities, Hedge Funds, Investment Banking, Financial Regulation, Equities, Bank Secrecy Act, Basel II, Regulations, Structured Finance, Private Equity, Executive Management, Mergers & Acquisitions, Alternative Investments, Financial Modeling, Treasury Management
Education
Pace University - Lubin School of Business 1984 — 1989
MBA, Finance
Villanova University 1970 — 1974
BA, Political Science
Blessed Sacrament High School 1967 — 1970
NY State Regents, College/University Preparatory and Advanced High School/Secondary Diploma Program
Our Lady of Mercy Grammar School
WeiserMazars LLP February 2010 - Present
Jefferson Wells March 2000 - February 2010
NY State Banking Department May 1993 - March 2000
Professional Practice Strategies August 1989 - May 1993
Union Trust Company June 1986 - August 1989
Barclays Bank of New York, N.A. January 1975 - June 1986
Skills
AML, Enterprise Risk..., OFAC, Financial Risk, Risk Management, Banking, Internal Audit, KYC, Internal Controls, Sarbanes-Oxley Act, Due Diligence, Auditing, Operational Risk..., Risk Assessment, Financial Institutions, Financial Analysis, Loans, Credit, Credit Risk, Corporate Governance, Commercial Banking, Finance, Commercial Lending, Credit Analysis, IT Audit, Quality Auditing, Governance, Sarbanes-Oxley, Financial Services, Fraud, Operational Risk, Investments, Capital Markets, Asset Management, Mortgage Lending, Securities, Hedge Funds, Investment Banking, Financial Regulation, Equities, Bank Secrecy Act, Basel II, Regulations, Structured Finance, Private Equity, Executive Management, Mergers & Acquisitions, Alternative Investments, Financial Modeling, Treasury Management
Education
Pace University - Lubin School of Business 1984 — 1989
MBA, Finance
Villanova University 1970 — 1974
BA, Political Science
Blessed Sacrament High School 1967 — 1970
NY State Regents, College/University Preparatory and Advanced High School/Secondary Diploma Program
Our Lady of Mercy Grammar School
Alice Arcuri, MBA, PMP Alice Arcuri, MBA, PMP's Union Trust Company Experience November 1986 - December 1993
Job IT Project Manager
Industry Information Technology and Services
Experience
Crius Energy, LLC July 2013 - Present
ADA Consulting, LLC October 2012 - July 2013
Booth House of Flowers in Stratford, CT March 2010 - November 2012
Survey Sampling International May 2007 - November 2008
DPM Consulting Services February 2007 - May 2007
Aquarion Water Company August 2004 - May 2006
RMS Computer Corporation - Client: Unilever 2006 - 2006
People's Bank 1995 - 2004
Caldor Corporation February 1994 - May 1995
Union Trust Company November 1986 - December 1993
Skills
Project Portfolio..., Customer Relations, Time Management, Project Planning, Process Improvement, Project Management, Customer Service, Software Documentation, Change Management, Quality Assurance, Management, Leadership, Strategy, Analysis, Training, Risk Management, CRM, Human Resources, SAP, Budgets, Salesforce.com, Testing, Vendor Management, Business Process..., Business Analysis, PMO, Negotiation, Enterprise Architecture, Business Intelligence, SDLC, Consulting, Program Management, Enterprise Software, Integration, Strategic Planning
Education
Fairfield University
MBA, Concentration in Marketing
Fairfield University
BS, Management Information Sciences
bunnell high school
High school diploma
Crius Energy, LLC July 2013 - Present
ADA Consulting, LLC October 2012 - July 2013
Booth House of Flowers in Stratford, CT March 2010 - November 2012
Survey Sampling International May 2007 - November 2008
DPM Consulting Services February 2007 - May 2007
Aquarion Water Company August 2004 - May 2006
RMS Computer Corporation - Client: Unilever 2006 - 2006
People's Bank 1995 - 2004
Caldor Corporation February 1994 - May 1995
Union Trust Company November 1986 - December 1993
Skills
Project Portfolio..., Customer Relations, Time Management, Project Planning, Process Improvement, Project Management, Customer Service, Software Documentation, Change Management, Quality Assurance, Management, Leadership, Strategy, Analysis, Training, Risk Management, CRM, Human Resources, SAP, Budgets, Salesforce.com, Testing, Vendor Management, Business Process..., Business Analysis, PMO, Negotiation, Enterprise Architecture, Business Intelligence, SDLC, Consulting, Program Management, Enterprise Software, Integration, Strategic Planning
Education
Fairfield University
MBA, Concentration in Marketing
Fairfield University
BS, Management Information Sciences
bunnell high school
High school diploma
Jackie (Fuller) Fairweather Jackie (Fuller) Fairweather's Union Trust Company Experience July 1989 - July 1996
Job Accountant 1 at The Jackson Laboratory
Industry Research
Experience
The Jackson Laboratory May 2015 - Present
WoodenBoat Publications Inc July 1996 - April 2015
Hollywood Casino Hotel and Raceway July 2007 - March 2014
Union Trust Company July 1989 - July 1996
Skills
Strategic Planning, Event Management, Microsoft Excel, Customer Service, Database Administration, Financial Accounting, Operating Budgets, Event Planning, Operating Systems, Project Planning, Contract Negotiation, Sales, Project Management, Inventory Management, Management, Marketing, Accounting, Invoicing, Accounts Payable, Budgets, Finance, New Business Development, Operations Management, Marketing Strategy, Pricing, Purchasing, Business Planning, Time Management, Administration, Logistics, Team Building, Supervisory Skills, Customer Satisfaction, Leadership
Education
Husson University 1991 — 1993
B.S, Accounting
University of Southern Maine 1986 — 1989
Ellsworth High School 1982 — 1986
The Jackson Laboratory May 2015 - Present
WoodenBoat Publications Inc July 1996 - April 2015
Hollywood Casino Hotel and Raceway July 2007 - March 2014
Union Trust Company July 1989 - July 1996
Skills
Strategic Planning, Event Management, Microsoft Excel, Customer Service, Database Administration, Financial Accounting, Operating Budgets, Event Planning, Operating Systems, Project Planning, Contract Negotiation, Sales, Project Management, Inventory Management, Management, Marketing, Accounting, Invoicing, Accounts Payable, Budgets, Finance, New Business Development, Operations Management, Marketing Strategy, Pricing, Purchasing, Business Planning, Time Management, Administration, Logistics, Team Building, Supervisory Skills, Customer Satisfaction, Leadership
Education
Husson University 1991 — 1993
B.S, Accounting
University of Southern Maine 1986 — 1989
Ellsworth High School 1982 — 1986
Renee Ouellette Renee Ouellette's Union Trust Company Experience August 2003 - September 2006
Job SVP Finance & Technology at University Credit Union
Industry Banking
Experience
University Credit Union July 2009 - Present
Quorum Health Resources July 2007 - July 2009
Merrill Merchants Bank September 2006 - July 2007
Union Trust Company August 2003 - September 2006
Bangor Savings Bank January 2001 - August 2003
The Hinckley Company December 1999 - January 2001
Berry Dunn McNeil & Parker 1996 - 2000
Skills
Financial Analysis, Finance, Financial Reporting, Banking, Credit, Accounting, Managerial Finance, Loans, Team Building, Management
Education
Husson College 1993 — 1996
BS, Accounting
Eastern Maine Community College 1992 — 1994
Associates, Business Management
University Credit Union July 2009 - Present
Quorum Health Resources July 2007 - July 2009
Merrill Merchants Bank September 2006 - July 2007
Union Trust Company August 2003 - September 2006
Bangor Savings Bank January 2001 - August 2003
The Hinckley Company December 1999 - January 2001
Berry Dunn McNeil & Parker 1996 - 2000
Skills
Financial Analysis, Finance, Financial Reporting, Banking, Credit, Accounting, Managerial Finance, Loans, Team Building, Management
Education
Husson College 1993 — 1996
BS, Accounting
Eastern Maine Community College 1992 — 1994
Associates, Business Management
Teri Weiss, CFIRS's Union Trust Company Experience January 1984 - March 1998
Job Internal Audit Consultant at M & M Consulting, LLC
Industry Banking
Experience
M & M Consulting, LLC October 2000 - Present
Notre Dame Federal Credit Union June 1999 - June 2000
Union Trust Company January 1984 - March 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Editing, Trust Management, Operational Risk..., Fiduciary Services, Internal Audit, Banking, Credit, Loans, Risk Management, Process Improvement, Auditing, Financial Services, Internal Controls, Training
Education
Cannon Financial Institute 2007 — 2007
Fiduciary and Investment Risk Management Graduate School
Kirchman Compliance Schools 2005 — 2005
Deposit and Loan Operations II
Cannon Financial Institute 2002 — 2004
Certified Fiduciary and Investment Risk Specialist, Fiduciary Risk Management
Kirchman Compliance Schools 2001 — 2001
Deposit and Loan Operations I
American Institute of Banking Diplomas 1984 — 1990
Diplomas, Consumer Credit, Commercial Lending, Bank Operations, General Banking
Northern New England School of Banking
Certificate of Completion, Management Training
Beal College
Business Administration and Management, General
M & M Consulting, LLC October 2000 - Present
Notre Dame Federal Credit Union June 1999 - June 2000
Union Trust Company January 1984 - March 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Editing, Trust Management, Operational Risk..., Fiduciary Services, Internal Audit, Banking, Credit, Loans, Risk Management, Process Improvement, Auditing, Financial Services, Internal Controls, Training
Education
Cannon Financial Institute 2007 — 2007
Fiduciary and Investment Risk Management Graduate School
Kirchman Compliance Schools 2005 — 2005
Deposit and Loan Operations II
Cannon Financial Institute 2002 — 2004
Certified Fiduciary and Investment Risk Specialist, Fiduciary Risk Management
Kirchman Compliance Schools 2001 — 2001
Deposit and Loan Operations I
American Institute of Banking Diplomas 1984 — 1990
Diplomas, Consumer Credit, Commercial Lending, Bank Operations, General Banking
Northern New England School of Banking
Certificate of Completion, Management Training
Beal College
Business Administration and Management, General
Rebecca Sargent Rebecca Sargent's Union Trust Company Experience February 1994 - June 2008
Job Partner, Member at Jones, Kuriloff & Sargent, LLC
Industry Law Practice
Experience
Jones, Kuriloff & Sargent, LLC July 2013 - Present
Rebecca J. Sargent Esq, LLC September 2008 - June 2013
Union Trust Company February 1994 - June 2008
Skills
Estate Planning, Real Estate, Fiduciary Services, Corporate Law, Business Succession..., Trusts, Real Estate Transactions, Small Business, Banking, Succession Planning, Risk Management, Investments, Contract Negotiation
Education
ABA Stonier Graduate School of Banking 2001 — 2003
American Banker's Association National Graduate Trust School 1996 — 1998
American Banker's Association National Trust School 1996 — 1996
University of Maine School of Law 1986 — 1989
Doctor of Law (J.D.)
The Pennsylvania State University 1982 — 1986
Bachelor of Science (B.S.), Business Administration and Management, General
Jones, Kuriloff & Sargent, LLC July 2013 - Present
Rebecca J. Sargent Esq, LLC September 2008 - June 2013
Union Trust Company February 1994 - June 2008
Skills
Estate Planning, Real Estate, Fiduciary Services, Corporate Law, Business Succession..., Trusts, Real Estate Transactions, Small Business, Banking, Succession Planning, Risk Management, Investments, Contract Negotiation
Education
ABA Stonier Graduate School of Banking 2001 — 2003
American Banker's Association National Graduate Trust School 1996 — 1998
American Banker's Association National Trust School 1996 — 1996
University of Maine School of Law 1986 — 1989
Doctor of Law (J.D.)
The Pennsylvania State University 1982 — 1986
Bachelor of Science (B.S.), Business Administration and Management, General
Al Galanty Al Galanty's Union Trust Company Experience September 1982 - September 1989
Job Vice President Naugatuck Railroad
Industry Transportation/Trucking/Railroad
Experience
Naugatuck Railroad January 2004 - Present
AlG's Assortments 1996 - Present
Naugatuck Railroad Corp 1995 - Present
Naugatuck Railroad 2000 - January 2012
Oxford Health Plans May 1998 - February 2003
Physicians Health Service August 1995 - May 1998
Railroad Museum of New England 1988 - 1998
Self-employed contractor September 1989 - August 1995
Union Trust Company September 1982 - September 1989
Trains & Things 1973 - 1979
Skills
Railroadiana, Databases, Transportation, SQL, Database Design, C, Analysis, Program Management, Rail, Customer Service
Education
New York Institute of Technology-Old Westbury 1968 — 1970
BS, Computer Science, Cum Laude
Rensselaer Polytechnic Institute 1964 — 1968
Chemical Engineering, Management/Computer Science
Naugatuck Railroad January 2004 - Present
AlG's Assortments 1996 - Present
Naugatuck Railroad Corp 1995 - Present
Naugatuck Railroad 2000 - January 2012
Oxford Health Plans May 1998 - February 2003
Physicians Health Service August 1995 - May 1998
Railroad Museum of New England 1988 - 1998
Self-employed contractor September 1989 - August 1995
Union Trust Company September 1982 - September 1989
Trains & Things 1973 - 1979
Skills
Railroadiana, Databases, Transportation, SQL, Database Design, C, Analysis, Program Management, Rail, Customer Service
Education
New York Institute of Technology-Old Westbury 1968 — 1970
BS, Computer Science, Cum Laude
Rensselaer Polytechnic Institute 1964 — 1968
Chemical Engineering, Management/Computer Science
Scott Reding Scott Reding's Union Trust Company Experience 1974 - 1979
Job Entrepeneur seeking company(ies) to purchase
Industry Health, Wellness and Fitness
Experience
Aerie Pharmaceuticals August 2011 - June 2012
CFO Leadership Group 2008 - July 2011
Biodel Inc. 2006 - 2007
Molecular Staging 2000 - 2005
Zonagen 1998 - 2000
ImmunoTherapy 1995 - 1998
Nomura Securities International 1987 - 1996
Dean Witter Reynolds 1980 - 1987
Union Trust Company 1974 - 1979
Skills
IPO Expert, Capital Raising, Investor Relations, Mergers & Acquisitions, Strategy, Venture Capital, IPO, Finance, Leadership, Investment Banking, Joint Ventures, Strategic Planning, Management, Equities, Biotechnology, Start-ups, Mergers, Sarbanes-Oxley Act, Lifesciences, Private Placements, Executive Management, Due Diligence, New Business Development, Program Management, Corporate Development, Acquisition Integration, Restructuring, Commercialization, Private Equity, International Business, Managerial Finance, Entrepreneurship, Turn Around Management, M&A experience, P&L Management, Business Planning, Divestitures, Strategic Partnerships, Emerging Markets, Corporate Finance, Competitive Analysis, Strategic Financial..., Financial Modeling, Strategic Consulting, Valuation, Strategic Alliances, Acquisitions, Treasury Management, Financial Analysis
Education
Columbia University - Columbia Business School 1979 — 1980
MBA, Major: Finance; Minors: Accounting & International Business
Brown University 1969 — 1973
AB, Political Science, English
Aerie Pharmaceuticals August 2011 - June 2012
CFO Leadership Group 2008 - July 2011
Biodel Inc. 2006 - 2007
Molecular Staging 2000 - 2005
Zonagen 1998 - 2000
ImmunoTherapy 1995 - 1998
Nomura Securities International 1987 - 1996
Dean Witter Reynolds 1980 - 1987
Union Trust Company 1974 - 1979
Skills
IPO Expert, Capital Raising, Investor Relations, Mergers & Acquisitions, Strategy, Venture Capital, IPO, Finance, Leadership, Investment Banking, Joint Ventures, Strategic Planning, Management, Equities, Biotechnology, Start-ups, Mergers, Sarbanes-Oxley Act, Lifesciences, Private Placements, Executive Management, Due Diligence, New Business Development, Program Management, Corporate Development, Acquisition Integration, Restructuring, Commercialization, Private Equity, International Business, Managerial Finance, Entrepreneurship, Turn Around Management, M&A experience, P&L Management, Business Planning, Divestitures, Strategic Partnerships, Emerging Markets, Corporate Finance, Competitive Analysis, Strategic Financial..., Financial Modeling, Strategic Consulting, Valuation, Strategic Alliances, Acquisitions, Treasury Management, Financial Analysis
Education
Columbia University - Columbia Business School 1979 — 1980
MBA, Major: Finance; Minors: Accounting & International Business
Brown University 1969 — 1973
AB, Political Science, English
Paul Pasquine Paul Pasquine's Union Trust Company Experience May 1991 - November 1993
Job Retired as Regional Manager, Sr. VP of Northern Maine Wealth Management Division of People's United Bank
Industry Banking
Experience
Merrill Bank / People's United Bank December 2004 - April 2014
Trust Company of Maine / Acadia Trust November 1993 - December 2004
Union Trust Company May 1991 - November 1993
Merrill Trust Co / Fleet Bank December 1978 - May 1991
Skills
Wealth Management, Investments, Portfolio Management, Financial Services, Management, Asset Management, Financial Planning, Mortgage Lending, Retirement Planning, Mutual Funds, Finance
Education
Merrimack College 1965 — 1969
Bachelor's Degree, Economics
Merrill Bank / People's United Bank December 2004 - April 2014
Trust Company of Maine / Acadia Trust November 1993 - December 2004
Union Trust Company May 1991 - November 1993
Merrill Trust Co / Fleet Bank December 1978 - May 1991
Skills
Wealth Management, Investments, Portfolio Management, Financial Services, Management, Asset Management, Financial Planning, Mortgage Lending, Retirement Planning, Mutual Funds, Finance
Education
Merrimack College 1965 — 1969
Bachelor's Degree, Economics
Pat McKeon Pat McKeon's Union Trust Company Experience August 1981 - May 1986
Job Facility Manager at CBRE
Industry Facilities Services
Experience
CBRE September 2015 - Present
Johnson Controls April 2009 - August 2015
CBRE The Boulos Company February 2003 - April 2009
American Savings Bank August 1995 - February 2003
Connecticut Savings Bank April 1991 - August 1992
Whitney Bank and Trust February 1988 - April 1991
Union Trust Company August 1981 - May 1986
Skills
Facilities Management, Facilities Operations, Building Services, Maintenance Management, Preventive Maintenance, Building Management, Team Building, Contract Negotiation, Management, Leadership, Procurement, Project Management, Operations Management, Customer Service, Plumbing, Vendor Management, Electricians
Education
University of New Haven 1974 — 1978
B.S., Criminal Justice
CBRE September 2015 - Present
Johnson Controls April 2009 - August 2015
CBRE The Boulos Company February 2003 - April 2009
American Savings Bank August 1995 - February 2003
Connecticut Savings Bank April 1991 - August 1992
Whitney Bank and Trust February 1988 - April 1991
Union Trust Company August 1981 - May 1986
Skills
Facilities Management, Facilities Operations, Building Services, Maintenance Management, Preventive Maintenance, Building Management, Team Building, Contract Negotiation, Management, Leadership, Procurement, Project Management, Operations Management, Customer Service, Plumbing, Vendor Management, Electricians
Education
University of New Haven 1974 — 1978
B.S., Criminal Justice
John Nevin John Nevin's Union Trust Company Experience 1987 - 1989
Job Founder & Managing Partner at Ayrshire Capital Management LLC
Industry Investment Management
Experience
Ayrshire Capital Management LLC May 2011 - Present
Bourgeon Capital Management LLC October 2004 - April 2011
White Oak Capital Management 1999 - 2004
Gray, Seifert & Company 1989 - 1999
Union Trust Company 1987 - 1989
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance, Accounting
Connecticut College 1983 — 1987
BA, Economics
Ayrshire Capital Management LLC May 2011 - Present
Bourgeon Capital Management LLC October 2004 - April 2011
White Oak Capital Management 1999 - 2004
Gray, Seifert & Company 1989 - 1999
Union Trust Company 1987 - 1989
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance, Accounting
Connecticut College 1983 — 1987
BA, Economics
Jane (Dagley) Merrill Jane (Dagley) Merrill's Union Trust Company Experience August 2000 - January 2008
Job Vice President at Camden National Corporation
Industry Financial Services
Experience
Camden National Bank May 2014 - Present
Camden National Bank November 2009 - April 2014
KeyBank January 2008 - October 2009
Union Trust Company August 2000 - January 2008
Skills
Microsoft Word, Customer Service, English, Windows, Outlook, Teaching, HTML, Microsoft Office, Microsoft Excel, Budgets, Banking, Strategic Planning, Commercial Lending, Risk Management, Financial Analysis, Consumer Lending, Loans, Credit, Public Speaking, Credit Analysis, Mortgage Lending, Retail Banking, Small Business, Commercial Banking
Education
Boston College
Thomas College
Associate's degree, Banking
Camden National Bank May 2014 - Present
Camden National Bank November 2009 - April 2014
KeyBank January 2008 - October 2009
Union Trust Company August 2000 - January 2008
Skills
Microsoft Word, Customer Service, English, Windows, Outlook, Teaching, HTML, Microsoft Office, Microsoft Excel, Budgets, Banking, Strategic Planning, Commercial Lending, Risk Management, Financial Analysis, Consumer Lending, Loans, Credit, Public Speaking, Credit Analysis, Mortgage Lending, Retail Banking, Small Business, Commercial Banking
Education
Boston College
Thomas College
Associate's degree, Banking
Bob Mcloone's Union Trust Company Experience January 1989 - January 1991
Job Economic Development Specialist at US Small Business Administration
Industry Government Relations
Experience
US Small Business Administration August 1991 - Present
SBA June 1991 - Present
SBA April 2009 - October 2013
Union Trust Company January 1989 - January 1991
Chase Manhattan Subsidiary January 1987 - January 1989
General Electric Company January 1978 - January 1987
Skills
Management, Leadership, Credit, Program Management, Management Consulting, Finance, Entrepreneurship, New Business Development, Business Development, Small Business, Business Planning, Loans, Strategic Planning, Banking, Portfolio Management, Marketing
Education
Fairfield University 1974 — 1978
BS, Finance
US Small Business Administration August 1991 - Present
SBA June 1991 - Present
SBA April 2009 - October 2013
Union Trust Company January 1989 - January 1991
Chase Manhattan Subsidiary January 1987 - January 1989
General Electric Company January 1978 - January 1987
Skills
Management, Leadership, Credit, Program Management, Management Consulting, Finance, Entrepreneurship, New Business Development, Business Development, Small Business, Business Planning, Loans, Strategic Planning, Banking, Portfolio Management, Marketing
Education
Fairfield University 1974 — 1978
BS, Finance
Mike De Luca's Union Trust Company Experience 1975 - 1980
Job Director, Tehnical Services at St. Francis Hospital
Industry Hospital & Health Care
Experience
Saint Francis Hospital & Medical Center 2006 - February 2012
Stamford Health System May 2003 - June 2006
Cendant 2000 - 2003
Union Trust Company 1975 - 1980
Education
University of New Haven 1973 — 1975
Saint Francis Hospital & Medical Center 2006 - February 2012
Stamford Health System May 2003 - June 2006
Cendant 2000 - 2003
Union Trust Company 1975 - 1980
Education
University of New Haven 1973 — 1975
John (J.J.) McDonald's Union Trust Company Experience 1992 - 1994
Job Business Development & Change Management Executive
Industry Investment Banking
Experience
Credit Suisse 2012 - Present
Credit Suisse 2011 - 2012
Credit Suisse 2009 - 2010
Credit Suisse June 2008 - December 2009
Credit Suisse June 2006 - June 2008
Credit Suisse June 1998 - June 2006
Credit Suisse June 1996 - June 1998
Union Trust Company 1992 - 1994
Skills
Equities, Investments, Prime Brokerage, Investment Banking, Credit, Fixed Income, Risk Management, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
Boston University 1988 — 1992
Bachelor of Science (BS), Business Administration
Credit Suisse 2012 - Present
Credit Suisse 2011 - 2012
Credit Suisse 2009 - 2010
Credit Suisse June 2008 - December 2009
Credit Suisse June 2006 - June 2008
Credit Suisse June 1998 - June 2006
Credit Suisse June 1996 - June 1998
Union Trust Company 1992 - 1994
Skills
Equities, Investments, Prime Brokerage, Investment Banking, Credit, Fixed Income, Risk Management, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
Boston University 1988 — 1992
Bachelor of Science (BS), Business Administration
Bob Polack's Union Trust Company Experience 1975 - 1983
Job Experienced Transactional Attorney
Industry Financial Services
Experience
Robert Polack Attorney at Law November 1999 - Present
United Capital Business Lending, Inc. 2010 - May 2012
Butler Capital Corporation November 1999 - October 2010
Union Trust Company 1975 - 1983
Skills
Loans, Credit, Banking, Corporate Law, Commercial Litigation, Finance, Commercial Lending, Portfolio Management, Mergers & Acquisitions, Bankruptcy, Corporate Finance, Restructuring, Due Diligence, Structured Finance, Funding, Financial Analysis, Strategic Planning, Risk Management, Credit Analysis
Education
University of Baltimore School of Law 1972 — 1975
Juris Doctor, Law
The Johns Hopkins University 1963 — 1967
Bachelor of Arts, Biochemistry and Literature
Robert Polack Attorney at Law November 1999 - Present
United Capital Business Lending, Inc. 2010 - May 2012
Butler Capital Corporation November 1999 - October 2010
Union Trust Company 1975 - 1983
Skills
Loans, Credit, Banking, Corporate Law, Commercial Litigation, Finance, Commercial Lending, Portfolio Management, Mergers & Acquisitions, Bankruptcy, Corporate Finance, Restructuring, Due Diligence, Structured Finance, Funding, Financial Analysis, Strategic Planning, Risk Management, Credit Analysis
Education
University of Baltimore School of Law 1972 — 1975
Juris Doctor, Law
The Johns Hopkins University 1963 — 1967
Bachelor of Arts, Biochemistry and Literature
David A. Scribner's Union Trust Company Experience August 1983 - June 1994
Job State Representative/Town Treasurer at State of Connecticut/Town of Brookfield
Industry Government Administration
Experience
self March 2009 - Present
State of Connecticut/Town of Brookfield January 1996 - Present
Union Trust Company August 1983 - June 1994
Danbury Savings & Loan August 1980 - August 1983
Skills
Board of Directors..., Board of Directors..., Board of Directors...
Education
Post University
Western Connecticut State University
self March 2009 - Present
State of Connecticut/Town of Brookfield January 1996 - Present
Union Trust Company August 1983 - June 1994
Danbury Savings & Loan August 1980 - August 1983
Skills
Board of Directors..., Board of Directors..., Board of Directors...
Education
Post University
Western Connecticut State University
Joan Glazer's Union Trust Company Experience January 1976 - January 1980
Job Managing Director at Actors Equity Foundation
Industry Entertainment
Experience
Actors Equity Foundation November 2014 - Present
Actors Equity Association March 2010 - October 2014
Lincoln Center Theater May 2009 - August 2010
Trinity Repertory Company October 2006 - May 2009
2003-2006 November 2003 - October 2006
Joan B. Glazer January 1984 - January 2003
Waldenbooks January 1980 - January 1983
Union Trust Company January 1976 - January 1980
Education
Barnard College 1973 — 1976
B.A, Economics
Actors Equity Foundation November 2014 - Present
Actors Equity Association March 2010 - October 2014
Lincoln Center Theater May 2009 - August 2010
Trinity Repertory Company October 2006 - May 2009
2003-2006 November 2003 - October 2006
Joan B. Glazer January 1984 - January 2003
Waldenbooks January 1980 - January 1983
Union Trust Company January 1976 - January 1980
Education
Barnard College 1973 — 1976
B.A, Economics
James J. McGuinness's Union Trust Company Experience 1977 - 1981
Job Vice President Business Banking at First Niagara Bank
Industry Financial Services
Experience
First Niagara Bank August 2015 - Present
Connecticut Innovations November 2013 - April 2015
United Mortgage Finance Group, Inc. June 1995 - November 2013
CenterBank May 1993 - April 1995
Connecticut Bank & Trust March 1990 - April 1993
First Bank 1981 - 1985
Union Trust Company 1977 - 1981
Skills
Loans, Mortgage Lending, Banking, Mortgage Banking, Financial Services, Credit, Small Business Lending, FHA, Refinance, Commercial Lending, Finance, Loan Origination, Commercial Finance, SBA, Commercial Real Estate, Cash Management, Asset Based Lending, Consumer Lending, Executive Management, Commercial Banking, Financial Analysis, Relationship Management, Risk Management, Credit Risk, Loss Mitigation, Residential Mortgages, Retail Banking, Small Business, Commercial Mortgages, Treasury Management, Real Estate, Investments, Real Estate Financing, Managerial Finance, Strategic Financial..., Portfolio Management, Underwriting, Credit Analysis, Lines Of Credit, Business Planning, Financial Advisory, Due Diligence, Reverse Mortgages, Cross Selling, Asset Management, Investment Properties, First Time Home Buyers, Mutual Funds, Real Estate Economics, Securities
Education
Saint Michael's College 1975 — 1977
B.A., Business Administration
Notre Dame High School of West Haven 1968 — 1971
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
First Niagara Bank August 2015 - Present
Connecticut Innovations November 2013 - April 2015
United Mortgage Finance Group, Inc. June 1995 - November 2013
CenterBank May 1993 - April 1995
Connecticut Bank & Trust March 1990 - April 1993
First Bank 1981 - 1985
Union Trust Company 1977 - 1981
Skills
Loans, Mortgage Lending, Banking, Mortgage Banking, Financial Services, Credit, Small Business Lending, FHA, Refinance, Commercial Lending, Finance, Loan Origination, Commercial Finance, SBA, Commercial Real Estate, Cash Management, Asset Based Lending, Consumer Lending, Executive Management, Commercial Banking, Financial Analysis, Relationship Management, Risk Management, Credit Risk, Loss Mitigation, Residential Mortgages, Retail Banking, Small Business, Commercial Mortgages, Treasury Management, Real Estate, Investments, Real Estate Financing, Managerial Finance, Strategic Financial..., Portfolio Management, Underwriting, Credit Analysis, Lines Of Credit, Business Planning, Financial Advisory, Due Diligence, Reverse Mortgages, Cross Selling, Asset Management, Investment Properties, First Time Home Buyers, Mutual Funds, Real Estate Economics, Securities
Education
Saint Michael's College 1975 — 1977
B.A., Business Administration
Notre Dame High School of West Haven 1968 — 1971
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
John Ruehl's Union Trust Company Experience August 1985 - October 2000
Job Sales Consultant at David Weekley Homes
Industry Real Estate
Experience
David Weekley Homes August 1998 - Present
Union Trust Company August 1985 - October 2000
David Weekley Homes 1995 - 2000
Skills
Selling, New Home Sales, Sales, Residential Homes, Customer Service, Contract Negotiation, Real Estate, Single Family Homes, Construction, Property Management, Investment Properties, First Time Home Buyers, Real Estate Development, Real Estate Transactions
Education
Fairfield University 1974 — 1976
Masters of Arts, Corporate and Political Communications
University of Bridgeport 1969 — 1971
Bachelor's degree -Marketing with Options in Advertising, Marketing & Advertising
Suny - Sullivan County 1966 — 1968
Associate of Arts and Sciences (AAS), Business Administration and Management, General
David Weekley Homes August 1998 - Present
Union Trust Company August 1985 - October 2000
David Weekley Homes 1995 - 2000
Skills
Selling, New Home Sales, Sales, Residential Homes, Customer Service, Contract Negotiation, Real Estate, Single Family Homes, Construction, Property Management, Investment Properties, First Time Home Buyers, Real Estate Development, Real Estate Transactions
Education
Fairfield University 1974 — 1976
Masters of Arts, Corporate and Political Communications
University of Bridgeport 1969 — 1971
Bachelor's degree -Marketing with Options in Advertising, Marketing & Advertising
Suny - Sullivan County 1966 — 1968
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Jane Dagley's Union Trust Company Experience August 2000 - January 2008
Job Small Business RM/Vice President at KeyBank
Industry Financial Services
Experience
Camden National Corporation November 2009 - Present
KeyBank January 2008 - November 2009
Union Trust Company August 2000 - January 2008
Education
Thomas College 1992 — 1996
AS, Banking
Boston College 1980 — 1983
chemistry
Camden National Corporation November 2009 - Present
KeyBank January 2008 - November 2009
Union Trust Company August 2000 - January 2008
Education
Thomas College 1992 — 1996
AS, Banking
Boston College 1980 — 1983
chemistry
Harry Gemmell's Union Trust Company Experience 1972 - 1992
Job RETIRED
Industry Banking
Experience
Retired March 2009 - Present
Somerset County EDC 2000 - Present
PNC Financial Services Group September 1998 - April 2009
Union Trust Company 1972 - 1992
Skills
Commercial Lending, Banking
Education
University of Maryland College Park 1967 — 1971
BS, Ecomnomics
Retired March 2009 - Present
Somerset County EDC 2000 - Present
PNC Financial Services Group September 1998 - April 2009
Union Trust Company 1972 - 1992
Skills
Commercial Lending, Banking
Education
University of Maryland College Park 1967 — 1971
BS, Ecomnomics
Jeff Ryer, CCIM, SIOR's Union Trust Company Experience 1990 - 1995
Job Principal at Ryer Associates
Industry Real Estate
Experience
Ryer Associates Commercial Real Estate 1995 - Present
Mill Plain Self Storage November 2007 - Present
United Way of Western Connecticut 2005 - Present
Union Trust Company 1990 - 1995
Citizens Bank of Maryland June 1982 - June 1986
Skills
Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., Commercial Real Estate..., Sailing, Lease Negotiations, Contract Negotiation, commercial real estate..., Location Intelligence, Brokerage, Investments, Real Estate Development, Real Estate, Investment Properties, Disposition, Real Estate Transactions, Asset Management, Leases, Sellers, Real Estate Economics, Tenant Representation, Tenant, Landlords, Real Estate Financing, Shopping Centers, Loans, Property Management, Apartments, Investors, Entitlements, Land Acquisition, Lease Administration, 1031 Exchanges, Property, Appraisals, Real Property, Commercial Leasing, International Real..., REO, Acquisitions, Rentals, Real Estate Private..., Foreclosures, Residential Homes, Commercial Mortgages, Income Properties, Land Development, Condos, Short Sales
Education
Gettysburg College 1978 — 1982
BA, Business Administration
Ryer Associates Commercial Real Estate 1995 - Present
Mill Plain Self Storage November 2007 - Present
United Way of Western Connecticut 2005 - Present
Union Trust Company 1990 - 1995
Citizens Bank of Maryland June 1982 - June 1986
Skills
Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., Commercial Real Estate..., Sailing, Lease Negotiations, Contract Negotiation, commercial real estate..., Location Intelligence, Brokerage, Investments, Real Estate Development, Real Estate, Investment Properties, Disposition, Real Estate Transactions, Asset Management, Leases, Sellers, Real Estate Economics, Tenant Representation, Tenant, Landlords, Real Estate Financing, Shopping Centers, Loans, Property Management, Apartments, Investors, Entitlements, Land Acquisition, Lease Administration, 1031 Exchanges, Property, Appraisals, Real Property, Commercial Leasing, International Real..., REO, Acquisitions, Rentals, Real Estate Private..., Foreclosures, Residential Homes, Commercial Mortgages, Income Properties, Land Development, Condos, Short Sales
Education
Gettysburg College 1978 — 1982
BA, Business Administration
Brenda Gatcomb's Union Trust Company Experience January 2003 - January 2008
Job AWMA, CRPC, Vice President, Portfolio Manager at Acadia Trust, N.A.
Industry Investment Management
Experience
Acadia Trust, N.A. April 2014 - Present
Acadia Trust, N.A. 2008 - April 2014
Union Trust Company January 2003 - January 2008
Union Trust Company March 1999 - March 2003
Mount Desert Island Hospital October 1998 - March 1999
Bar Harbor Bank & Trust October 1989 - February 1998
Skills
Wealth Management, 401k Rollovers, Traditional IRA, Roth IRA, Portfolio Management, Retirement Planning, Asset Allocation, Financial Services, Relationship Management, Project Management, Qualified Retirement..., Microsoft Office, Investment Advisory, Investment Management
Education
Colby College 1979 — 1981
English, Psychology
Acadia Trust, N.A. April 2014 - Present
Acadia Trust, N.A. 2008 - April 2014
Union Trust Company January 2003 - January 2008
Union Trust Company March 1999 - March 2003
Mount Desert Island Hospital October 1998 - March 1999
Bar Harbor Bank & Trust October 1989 - February 1998
Skills
Wealth Management, 401k Rollovers, Traditional IRA, Roth IRA, Portfolio Management, Retirement Planning, Asset Allocation, Financial Services, Relationship Management, Project Management, Qualified Retirement..., Microsoft Office, Investment Advisory, Investment Management
Education
Colby College 1979 — 1981
English, Psychology
Susan Winnick Dinielli's Union Trust Company Experience 1988 - 1994
Job Head of Investor Relations at Peridiem Global Investors LLC
Industry Financial Services
Experience
Peridiem Global Investors LLC April 2013 - Present
Cantor Fitzgerald Investment Advisors April 2012 - April 2013
Coast Asset Management May 2010 - April 2012
Laurus Capital Management July 2008 - September 2009
Weston Capital Management, LLC 2006 - 2008
Commonfund 1999 - 2004
American Skandia 1996 - 1999
Union Trust Company 1988 - 1994
Skills
Hedge Funds, Investor Relations, Fund Of Funds, Alternative Investments, Equities, Asset Management, Valuation, Fixed Income, Investment Management, Mutual Funds, Private Equity, Investments, Due Diligence, Portfolio Management, Capital Markets
Education
Trinity College-Hartford 1984 — 1988
BA, English
Peridiem Global Investors LLC April 2013 - Present
Cantor Fitzgerald Investment Advisors April 2012 - April 2013
Coast Asset Management May 2010 - April 2012
Laurus Capital Management July 2008 - September 2009
Weston Capital Management, LLC 2006 - 2008
Commonfund 1999 - 2004
American Skandia 1996 - 1999
Union Trust Company 1988 - 1994
Skills
Hedge Funds, Investor Relations, Fund Of Funds, Alternative Investments, Equities, Asset Management, Valuation, Fixed Income, Investment Management, Mutual Funds, Private Equity, Investments, Due Diligence, Portfolio Management, Capital Markets
Education
Trinity College-Hartford 1984 — 1988
BA, English
Anne DeBowes's Union Trust Company Experience 1979 - 1983
Job First Vice President Investments, Financial Advisor Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC July 2011 - Present
JPMorgan Chase March 1994 - July 2011
JPMorgan Chase March 1994 - July 2011
Union Trust Company 1979 - 1983
Skills
Retirement Planning, Investments, Asset Allocation, Mutual Funds, Securities, Equities, 401k, Retirement, Strategic Planning, Financial Advisory
Education
Albertus Magnus College
BA, History
Wells Fargo Advisors LLC July 2011 - Present
JPMorgan Chase March 1994 - July 2011
JPMorgan Chase March 1994 - July 2011
Union Trust Company 1979 - 1983
Skills
Retirement Planning, Investments, Asset Allocation, Mutual Funds, Securities, Equities, 401k, Retirement, Strategic Planning, Financial Advisory
Education
Albertus Magnus College
BA, History
James Puzzo's Union Trust Company Experience 1987 - 1992
Job Vice President, US Trust
Industry Financial Services
Experience
US Trust September 2006 - Present
JP Morgan Chase January 2002 - October 2006
Wachovia, A Wells Fargo Company 1992 - 2001
Union Trust Company 1987 - 1992
Skills
Trusts, Wealth Management, Private Banking, Trust Services, Probate, Estate Planning, Wealth Management..., Investment Management, Investment Advisory, Wealth, Retirement Planning, Alternative Investments, Equities, Series 7, Investment Strategies, Retirement, Estate Tax Planning, Fixed Income, Banking, Trust Management, High Net Worth..., Uniform Combined State..., Investments, Mutual Funds, Securities, Series 63, Asset Allocation, Strategic Financial..., Hedge Funds, Portfolio Management, Asset Management, Estate Administration, Financial Planning, Financial Services
Education
Southern Connecticut State University 1979 — 1981
B.S, Economics
US Trust September 2006 - Present
JP Morgan Chase January 2002 - October 2006
Wachovia, A Wells Fargo Company 1992 - 2001
Union Trust Company 1987 - 1992
Skills
Trusts, Wealth Management, Private Banking, Trust Services, Probate, Estate Planning, Wealth Management..., Investment Management, Investment Advisory, Wealth, Retirement Planning, Alternative Investments, Equities, Series 7, Investment Strategies, Retirement, Estate Tax Planning, Fixed Income, Banking, Trust Management, High Net Worth..., Uniform Combined State..., Investments, Mutual Funds, Securities, Series 63, Asset Allocation, Strategic Financial..., Hedge Funds, Portfolio Management, Asset Management, Estate Administration, Financial Planning, Financial Services
Education
Southern Connecticut State University 1979 — 1981
B.S, Economics
John Delmhorst's Union Trust Company Experience 1973 - 1981
Job Bookkeeper at Salt Marsh Opera Company
Industry Performing Arts
Experience
Salt Marsh Opera Company 2010 - Present
Westport Bank and Trust/ Hudson United Bank 1995 - 1999
Hartford National/Connecticut National 1981 - 1993
Union Trust Company 1973 - 1981
First National City Bank 1963 - 1973
Education
Stonier Graduate School of Banking 1980 — 1982
Diploma, Commercial Banking
Pace University
BA, Economics
Salt Marsh Opera Company 2010 - Present
Westport Bank and Trust/ Hudson United Bank 1995 - 1999
Hartford National/Connecticut National 1981 - 1993
Union Trust Company 1973 - 1981
First National City Bank 1963 - 1973
Education
Stonier Graduate School of Banking 1980 — 1982
Diploma, Commercial Banking
Pace University
BA, Economics
Ed Olson's Union Trust Company Experience 1970 - 1985
Job Retired
Industry Banking
Experience
TD Bank Group 2001 - February 2015
cititrust 1985 - 1989
Union Trust Company 1970 - 1985
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Small Business Lending, Loans, Credit Analysis, Lines Of Credit, Mortgage Lending, Credit Risk, Financial Analysis, Financial Structuring, Asset Based Lending, Commercial Mortgages, Loan Origination, Private Banking, Cross Selling, Residential Mortgages, SBA, Refinance, FHA, Commercial Real Estate, Branch Management
Education
Wagner College 1963 — 1967
Bachelor of Science (B.S.), Economics
University of New Haven
Master of Business Administration (MBA)
TD Bank Group 2001 - February 2015
cititrust 1985 - 1989
Union Trust Company 1970 - 1985
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Small Business Lending, Loans, Credit Analysis, Lines Of Credit, Mortgage Lending, Credit Risk, Financial Analysis, Financial Structuring, Asset Based Lending, Commercial Mortgages, Loan Origination, Private Banking, Cross Selling, Residential Mortgages, SBA, Refinance, FHA, Commercial Real Estate, Branch Management
Education
Wagner College 1963 — 1967
Bachelor of Science (B.S.), Economics
University of New Haven
Master of Business Administration (MBA)
Steven Mastrangelo's Union Trust Company Experience February 1976 - April 1991
Job Director, Parish Administration at St. Joseph Catholic Church
Industry Religious Institutions
Experience
St. Joseph Catholic Church October 2006 - Present
Union Trust Company February 1976 - April 1991
Education
Syracuse University 1972 — 1974
Master of Business Administration (MBA), Statistics/Accounting
St. Francis University 1965 — 1969
Bachelor of Science (BS), Accounting
Assumption Prep 1961 — 1965
St. Joseph Catholic Church October 2006 - Present
Union Trust Company February 1976 - April 1991
Education
Syracuse University 1972 — 1974
Master of Business Administration (MBA), Statistics/Accounting
St. Francis University 1965 — 1969
Bachelor of Science (BS), Accounting
Assumption Prep 1961 — 1965
Laura Lupoli's Union Trust Company Experience 1984 - 1986
Job Case Coordinator at State of CT/Public Utilities Regulatory Authority
Industry Government Administration
Experience
State of CT/Public Utilities Regulatory Authority January 2015 - Present
AT&T August 1996 - October 2014
AT&T 1994 - 1996
AT&T 1992 - 1994
AT&T 1991 - 1992
AT&T 1986 - 1991
Union Trust Company 1984 - 1986
Skills
Docket Management, Issue Analysis, Compliance Reporting, Development of Policy...
Education
University of New Haven 1987 — 1989
Master of Business Administration (MBA)
Albertus Magnus College 1980 — 1984
Bachelor of Arts (B.A.)
State of CT/Public Utilities Regulatory Authority January 2015 - Present
AT&T August 1996 - October 2014
AT&T 1994 - 1996
AT&T 1992 - 1994
AT&T 1991 - 1992
AT&T 1986 - 1991
Union Trust Company 1984 - 1986
Skills
Docket Management, Issue Analysis, Compliance Reporting, Development of Policy...
Education
University of New Haven 1987 — 1989
Master of Business Administration (MBA)
Albertus Magnus College 1980 — 1984
Bachelor of Arts (B.A.)
Kris Pearsall's Union Trust Company Experience February 1988 - December 1992
Job Financial Consultant at Bristol Financial Services
Industry Financial Services
Experience
Bristol Financial Services July 2013 - Present
Vergennes Large Animal Associates March 2007 - July 2013
HFM Wealth Management December 1992 - September 1997
Union Trust Company February 1988 - December 1992
Skills
Management, Finance, Customer Service, Risk Management, Financial Analysis, Process Improvement, Budgets, Sales, Analysis, Business Analysis
Education
Community College of Vermont 2007 — 2008
Business, Management, Marketing, and Related Support Services
Bristol Financial Services July 2013 - Present
Vergennes Large Animal Associates March 2007 - July 2013
HFM Wealth Management December 1992 - September 1997
Union Trust Company February 1988 - December 1992
Skills
Management, Finance, Customer Service, Risk Management, Financial Analysis, Process Improvement, Budgets, Sales, Analysis, Business Analysis
Education
Community College of Vermont 2007 — 2008
Business, Management, Marketing, and Related Support Services