UNITED STATES TRUST COMPANY
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,
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UNITED STATES TRUST COMPANY Employees
GENPACT September 2014 - Present
Citi July 2010 - July 2014
Citi September 2006 - July 2010
Citi October 2000 - September 2006
Reuters October 1995 - April 2000
United States Trust Company March 1987 - October 1995
Skills
Analysis, Cash Management, Internet Banking, Investments, Management, Process Improvement, Securities, Settlement, Payments, Strategy, Risk Management, Banking, Financial Services, Product Management, Finance, Capital Markets, Fixed Income
Education
Rutgers, The State University of New Jersey-Newark 1991 — 1993
MBA, Management and Finance
Wagner College 1979 — 1983
Bachelor of Science (B.S.), Business Administration and Management, General
CFA Society of Dallas - Fort Worth September 2009 - Present
Sentinel Trust Company, LBA March 2015 - Present
U.S. Trust/Bank of America Private Wealth January 2008 - February 2015
United States Trust Company August 1998 - December 2007
Citizens Bank August 1995 - August 1998
BankBoston June 1992 - August 1995
Scudder Investments July 1987 - May 1992
Skills
Portfolio Management, Wealth Management..., High Net Worth..., Asset Management, Mutual Funds, Hedge Funds, Alternative Investments, Investments, Asset Allocation, Private Wealth..., Philanthropy, Wealth Management, Finance, Fixed Income, Strategic Financial..., Financial Modeling, Estate Planning, Real Estate Investor, Superior Client Service, Equity Research Analysis, Equities, Derivatives, Public Speaking, Non-profits..., Investment Management, Private Equity, Equity Research, Financial Advisory
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
Master of Science (MS), Finance
Wabash College 1983 — 1987
Bachelor of Arts (BA), Economics, International Relations
Private Financial Consulting January 2007 - Present
Private Consulting Company 2002 - September 2010
Coast Business Credit February 1997 - April 2003
United States Trust Company January 1985 - March 1997
Tiger Investors Mortgage Insurance Company August 1979 - December 1984
The First National Bank of Boston February 1970 - August 1979
United States Army October 1966 - November 1969
Skills
Investments, Portfolio Management, Asset Management, Capital Markets, Business Planning, Investment Banking, Strategic Planning, Financial Analysis, Financial Structuring, Commercial Lending, Management Consulting, Strategy, Leveraged Finance, Credit Risk, Asset Based Lending, Real Estate, Change Management, Business Strategy, Credit Analysis, Commercial Mortgages, Loan Origination, LBO, Finance, Financial Modeling, Loans, Private Equity, Valuation, Restructuring, Banking, Credit, Start-ups, Due Diligence, Commercial Banking, Executive Management, Investment Advisory, Mergers, Small Business Lending, Corporate Finance
Education
Boston University Questrom School of Business 1971 — 1974
MBA, Finance and Marketing
Norwich University 1962 — 1966
BA, Languages
Citi May 1988 - Present
Online Software International April 1987 - May 1989
Depository Trust Company July 1983 - April 1987
United States Trust Company February 1981 - July 1983
Automated Concepts Inc October 1969 - February 1981
CGA Computer Associates Inc January 1978 - October 1979
SUNY Downstate Medical Center October 1976 - December 1977
Skills
CICS, VSAM, XHTML, COBOL, PHP, Banking, Portfolio Management, Mergers & Acquisitions, Pyt, Assembly Language, z/OS, RACF, Java, XML, Ajax
Education
NYU School of Continuing Education 1974 — 1976
Certificate in IBM Assembler and COBOL Programming
City University of New York City College 1969 — 1974
Bachelor of Arts (BA), Experimental Psychology, Cum Laude
Altrinsic Global Advisors November 2009 - Present
Pzena Investment Management, LLC April 2005 - April 2008
Shenkman Capital Management, Inc May 2003 - March 2005
United States Trust Company January 2002 - May 2003
Skills
Asset Managment, Investments, Australasia, Equities, Global Business..., Relationship Management, Bloomberg, PowerPoint, Event Planning, Hedge Funds, Microsoft Office, Alternative Investments, Investment Strategies, Social Media, Fundraising, Client Development, Client Co-ordination, Building Relationships, Business Relationship..., Global Marketing, APX, factset, Asset Management, Marketing, Business Development, Client Services, Financial Services
Education
University of Massachusetts, Amherst 1997 — 2001
BA, English, Communications, Cum laude
Whitecrest Funding September 2012 - Present
TKO Finance Group January 2011 - August 2012
NORTHERN HEALTHCARE CAPITAL L.L.C January 2002 - December 2010
COMPLETE MANAGEMENT INC January 1998 - January 2002
FINE HOST CORPORATION January 1995 - January 1997
WALDENBOOKS January 1988 - January 1995
UNITED STATES TRUST COMPANY January 1986 - January 1988
Skills
Asset Based Lending, Underwriting, Credit, Corporate Finance, Financial Analysis, Start-ups, Due Diligence, Strategic Planning, Factoring, Credit Risk, Healthcare Management
Education
Saint Anselm College 1982 — 1986
BA, Business
US Trust January 2012 - Present
City National Bank 2010 - January 2012
BNY Mellon Wealth Management 2007 - 2009
United States Trust Company January 1998 - January 2007
Skills
Asset Managment, Wealth Management, Asset Management, Estate Planning, Alternative Investments, Asset Allocation, Risk Management, Loans, Banking, Leadership, Private Banking, Financial Analysis, Investments, Wealth Management..., Portfolio Management, Strategic Financial..., Securities, Equities, CRM, Investment Management, Mutual Funds, Financial Services, Series 7, Trusts, Relationship Management, Credit, Fixed Income, Commercial Lending
Education
St. John's University Law School 1990 — 1993
JD
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1982 — 1984
MBA, Finance
Bucknell University 1977 — 1981
BS, Chemical engineering
Orbital ATK 2015 - Present
Air Line Pilots Association, International 2007 - 2015
MassDevelopment 2004 - 2007
American Century Investments 2000 - 2002
MFS Investment Management 1993 - 1999
United States Trust Company 1988 - 1992
Education
Babson College
BS, Economics
Columbia University - Columbia Business School
MBA, Business Administration
Siemens Healthcare December 2014 - Present
Siemens Healthcare August 2011 - Present
Siemens Healthcare Diagnostics March 2010 - September 2011
United States Trust Company January 2008 - June 2008
Aviva Life Insurance Company December 2005 - June 2007
Skills
Analysis, Finance, Pricing, SAP, Financial Analysis, Process Improvement, Lotus Notes, Access, Financial Reporting, Siebel Sales, Multi-tasking..., Self-motivated Team..., Microsoft Excel, Microsoft Word, Outlook
Education
Endicott College 2010 — 2012
Masters of Business Administration
Northeastern University 2004 — 2009
Bachelor of Science Degree, Business Administration; Finance and Accounting
United States Trust Company Trust Settlement OfficerU.S. Trust2011 - Present
Anthony J Madonia & Associates January 2011 - May 2011
Milwaukee County Register in Probate January 2010 - May 2010
AIDS Resource Center of Wisconsin January 2009 - January 2010
Legal Action of Wisconsin, Inc. August 2009 - December 2009
Deutsch Kerrigan & Stiles May 1999 - July 2005
Education
The John Marshall Law School 2010 — 2011
LL.M., Taxation
Marquette University Law School 2007 — 2010
J.D., Law
Louisiana Tech University 2003 — 2007
B.A., Political Science, History
Jesuit High School New Orleans 1998 — 2003
Bank of America June 2006 - Present
UNITED STATES TRUST COMPANY November 2004 - June 2006
METLIFE FINANCIAL November 2003 - November 2004
Taylor Grey Staffing June 2001 - November 2003
NBC Television September 1995 - October 2000
CBS Television - WFMY September 1993 - September 1995
Skills
Series 7, Marketing Communications, Strategic Communications, Digital Media, Prime Brokerage, Equities, Recruiting, Electronic Trading, Hedge Funds, Financial Services, Equity Derivatives
Education
University of North Carolina at Greensboro 1994 — 2000
BA, Broadcast Journalism/ Communication Studies
Baruch - The City University of New York
Studies, Finance
Citizens Bank 2004 - Present
Fleet Bank 1991 - 2004
Amoskeag Bank 1989 - 1991
United States Trust Company 1974 - 1989
Skills
Credit, Banking, Bonds, Commercial Banking, Commercial Lending, Loans, Loan Origination, Small Business Lending, Portfolio Management, Credit Analysis, Cash Management, Consumer Lending, Financial Analysis, Financial Services
Education
Boston College - Carroll School of Management 1978 — 1981
MBA, Marketing and Finance
Hartwick College 1970 — 1973
BA, Individual Student Program
Brookdale University Hospital and Medical Center June 2013 - Present
Citco Fund Services May 2012 - April 2013
Mitchell Martin Inc - Societe Generale of New Jersey August 2010 - February 2011
Federal National Mortgage Association (Fannie Mae) of Washington DC April 2006 - April 2010
Bank of New York Mellon October 2004 - April 2006
GlobeOp Financial Services September 2002 - October 2004
Mizuho Corporate Bank, Ltd June 2001 - September 2002
Merrill Lynch Capital Services September 2000 - July 2001
United States Trust Company September 1998 - September 2000
Merrill Lynch and Company April 1998 - September 1998
Skills
Fixed Income, Investments, Cash Management, Equities, Hedge Funds, Capital Markets, Treasury Management, Banking, Forecasting, Forecast Modeling, Treasury Services, Treasury Operations, Derivatives, Finance, Fund Accounting, Account Reconciliation, Accounting, Back Office, Investment Banking, Corporate Actions, Asset Management, Settlement, Fund Administration, Budgeting, FX Options, Financial Reporting, General Ledger, Cash, Prime Brokerage, Project Management, Middle Office, Private Fund Regulatory..., Liquidity, Net Asset Value..., Profit & Loss Management, Senior Management..., Departmental..., KPI Reporting, Operations Management, Trade & Cash..., Futures, Project Coordination, Project Implementation, Hedge Accounting, Asset, Funding, Securities Lending, Pricing, Financial Services, Portfolio Management
Education
Mercy College 1998 — 2000
Finance and Financial Management Services, 3.25
High Street Portfolios May 2015 - Present
McMillan Capital Management November 2008 - Present
High Street Portfolios 2015 - 2015
High Street Portfolios 2015 - 2015
Charles Schwab February 1993 - October 2008
United States Trust Company January 2003 - January 2005
Skills
Retirement, Investments, Mutual Funds, Asset Allocation, Retirement Planning, Estate Planning, Wealth, ETFs, Strategic Financial..., Pensions, Insurance, Fixed Annuities, Life Insurance, Small Business, 401k, Financial Advisory, Public Speaking, Strategy, Management, Financial Planning, Finance, Investment Advisory
Education
North Carolina State University 1985 — 1991
BA, Political Science
Trinity School of Law 2003 — 2007
Juris Doctor, Law
seeking new opportunities Operator TraineeSuffolk Transportation Svc IncApril 2015 - Present
Bank of America July 2013 - May 2014
BofA Global Capital Management July 2008 - September 2011
Bank of America, Columbia Management Group July 2008 - September 2011
United States Trust Company November 2006 - July 2008
United States Trust Company August 2001 - July 2008
Lewco Securities Corporation April 1997 - August 2001
H.G Wellington & Co. February 1994 - April 1997
Bank of America September 1992 - February 1994
Kidder Peabody August 1986 - September 1992
Skills
Back Office, FX, Mutual Funds, Securities, Reconciliation, Fixed Income, Bloomberg, Asset Management, Equities, Derivatives, Series 7, Process Improvement, Middle Office, Settlements, Mergers, Operations Management, Swaps, Word, Compliance, Settlement, Account Reconciliation, Mergers & Acquisitions, Bonds, Finance, Risk Management, Series 63, Securities Lending, Analysis, Banking, FX Options
Education
Saint Francis Preparatory High School 1972 — 1976
Diploma
Gaston College
Fundamentals of Project Management
Citi July 2012 - Present
Guggenheim Partners June 2011 - October 2011
MOLECULAR BIOMETRICS, INC January 2009 - November 2010
Merrill Lynch Inc. & Co. January 2008 - June 2008
United States Trust Company January 2007 - December 2007
Skills
Microsoft Excel, Corporate Finance, Hedge Funds, Portfolio Management, Analysis, Investments, Mergers & Acquisitions, Auditing, Finance, Derivatives, Securities
Education
Northeastern University 2004 — 2009
BA, Finance and Management
Eastern Suffolk BOCES March 2003 - Present
USN Nonwovens 2013 - 2013
Computer Associates February 2000 - March 2003
United States Trust Company 1976 - 2000
Skills
SQL, Troubleshooting, Microsoft SQL Server, Windows, Business Analysis, Crystal Reports, Software Documentation, Databases, Data Analysis, Software Development, Microsoft Office, Microsoft Excel, Business Intelligence, Testing, Programming, Microsoft Word, Web Applications, Visual Basic, Outlook, Technical Writing, Visio, ERP, Integration, Project Management
Education
Saint Joseph's College
Bachelor’s Degree, Computer Information Systems, 3.9 GPA
Stuyvesant High School 1971 — 1975
PwC 2013 - Present
Randstad Professionals, formerly Accountants International 2001 - 2013
Tech Depot - an Office Depot Company 1999 - 2001
Shoreline Pools Construction, Inc. May 1996 - July 1999
Kessler & Seperack, PC 1993 - 1996
United States Trust Company 1989 - 1993
Skills
Full-cycle Recruiting, Executive Search, Salary Negotiation, Temporary Staffing, Staffing Industry, Franchising, SDLC, Permanent Placement, Industrial Sector, Benefits Negotiation, Payroll, Internet Recruiting, Accounting, Employee Relations, Human Resources, Talent Management, PeopleSoft, Staffing Services, Recruiting, Interview Preparation, Screening, Auditing, Business Networking, Talent Acquisition, Cost Accounting, Technical Recruiting, Screening Resumes, Contract Recruitment, Staff Augmentation, College Recruiting, Finance, Cold Calling, Sourcing, Applicant Tracking..., Interviews, Resume Writing, Onboarding, Temporary Placement, HRIS, Recruitment Advertising, Employee Benefits, Employer Branding, Performance Management, Corporate Recruiting, Job Fairs, Hiring, Job Coaching, Benefits Administration, Background Checks, Taleo
Education
Bentley University 1985 — 1989
B.S.
King and Low Heywood Thomas School 1979 — 1985
HS
fairfield properties 2004 - 2006
us trust 1985 - 1996
united states trust company 1985 - 1996
Education
Dowling College 1993 — 1996
MBA
Bank of America May 2012 - Present
Brooklyn Extreme Flag Football 2005 - Present
Bank of America July 2007 - April 2012
United States Trust Company December 2005 - June 2007
State Street Bank 2003 - 2005
Deutsche Bank 2001 - 2003
Bankers Trust 1980 - 2003
Skills
Securities, Fixed Income, Equities, Banking, Capital Markets, Risk Management, Wealth Management, Middle Office, Hedge Funds, Asset Managment, Derivatives, Structured Products, Trading, Alternative Investments, Mutual Funds, Portfolio Management, Financial Services, Investments
Education
Adelphi University
Bachelor of Science, Business Administration
American Institute of Banking
Standard Certificate, International Banking
CI Capital Partners December 2007 - Present
United States Trust Company 2001 - 2007
Skills
Visio, Lotus Notes, Vendor Management, Access, Business Analysis
Education
Hofstra University 1994 — 1998
Casual Water Bridgehampton LLC May 2003 - Present
United States Trust Company January 2001 - May 2003
Education
Providence College 1996 — 2000
Boston Private Bank 2012 - Present
U.S. Trust Company, Bank of America 2007 - 2011
United States Trust Company 2004 - 2007
Silicon Valley Bank 1992 - 2003
Skills
Wealth Management, Series 7, Investments, Investment Management, Private Banking, Credit Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration
University of Massachusetts, Amherst
Bachelor of Business Administration, Finance
Fiduciary Trust Company April 2004 - Present
HSBC Private Bank (UK) Limited May 2003 - February 2004
United States Trust Company October 2000 - June 2002
Deutsche Bank October 1992 - October 2000
Skills
Portfolio Management, High Net Worth..., Investment Advisory, Wealth Management..., Investment Management, Securities, Financial Services, Wealth Management, Asset Managment, Asset Allocation, Investments, Private Banking, Mutual Funds, Investment Banking, Financial Markets, Equities, Compliance, Private Equity, Hedge Funds, Financial Modeling, Alternative Investments, Financial Analysis, Wealth, Capital Markets, Risk Management, Derivatives, Fixed Income, Options, Trusts, Estate Planning, Series 7, Due Diligence, Strategic Financial..., Asset Management, Trust Management, Estate Administration, Financial Risk, Banking, Relationship Management, Tax, Bloomberg, Trust Services, Bonds
Education
American Bankers Association 2008 — 2008
Certificate of Completion, Graduate Trust School
New York Bankers Association 1993 — 1995
Certificate of Completion, Estate and Trust Administration and Fiduciary Taxation
Dickinson College 1987 — 1991
BA, History Major, Studio Fine Arts Minor
TATCHA 2014 - Present
C2 Group LLC 2005 - 2012
Crocker Inc. 1999 - 2003
Crocker Inc. 1995 - 1999
USTrust and United States Trust Company 1992 - 1995
United States Trust Company 1991 - 1992
Skills
Operations Management, Business Management, Client Services..., Account Management, Project Management, Production Management, Event Planning, Meeting/workshop..., Volunteer Management, Fine Art Photography, Marketing Strategy, Project Planning, Production Managment, Management
Education
University of Massachusetts, Amherst
BA, Sociology - Concentration in Applied Social Research
University at Albany Visiting Assistant Professor, FinanceUniversity at AlbanyJanuary 2013 - Present
Alaska Pacific University 2008 - Present
Global Association of Risk Professionals 1998 - 2011
CFA Institute 1990 - 2011
Wells Fargo 2000 - 2003
National Bank of Alaska 1993 - 2000
United States Trust Company 1984 - 1987
The Boston Company 1980 - 1984
Skills
Investments, Finance, Financial Analysis, Financial Modeling, Public Speaking, Management, Valuation, Risk Management, Portfolio Management, Asset Management
Education
Northcentral University 2009 — 2012
Doctor of Philosophy (PhD), Business Administration
Argosy University Chicago 2007 — 2008
MBA, Finance
Northeastern University 1981 — 1984
BS, Finance
United States Trust Company AssistantSBLI2005 - 2006
SBLI 2005 - 2006
Education
Nyack College 2007 — 2011
Psychology
Wells Fargo Private Bank May 2011 - Present
Bertine, Hufnagel January 2006 - April 2011
Bertine Hufnagel Headley Zeltner Drummond & Dohn LLP July 2002 - December 2005
United States Trust Company January 1993 - January 2002
Skills
Estate Planning, Trusts, Estate Tax Planning, Wealth Management, Estate Administration, Tax, Wealth Management..., High Net Worth..., Tax Law, Income Tax, Fiduciary, Financial Planners, Commercial Real Estate, Real Estate, Succession Planning, Wills, Strategic Financial..., Employee Benefits, Financial Planning, Investments
Education
Fordham University School of Law 1995 — 1999
JD, Law
Hamilton College 1989 — 1993
BA, History
ICAP/GovPX June 2006 - Present
GovPX December 1995 - January 2005
United States Trust company August 1988 - December 1995
Skills
Process Improvement, Leadership, Management, Project Management, Risk Management, Budgets, Change Management, Analysis, Project Planning, MS Project, Software Documentation, Strategic Planning, Vendor Management, Fixed Income, Visio
Education
Villanova University
Masters Certificate, IS/IT Project Management
New York University
Associates, Finance
Paychex 2015 - Present
Classic Piano January 2010 - Present
America Science Group Inc 2014 - 2015
Comprehensive Network February 2009 - December 2009
United States Trust Company April 2006 - August 2008
Adecco October 2005 - April 2006
Citigroup January 2001 - January 2005
Safe Horizon, (Formerly Victim Services) January 1999 - January 2000
Education
Fordham University
Fordham University
B.A, Psychology; Sociology
John Jay College
Paralegal Studies
Fred Alger Management 2005 - Present
ING Investment Management 2003 - 2005
Hillview Capital Advisors, LLC 2001 - 2003
Cowen & Company December 1985 - March 2001
Sperry Capital Management 1981 - 1985
Manufacturers Hanover Trust 1979 - 1981
United States Trust Company 1975 - 1979
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investment Strategies, Asset Managment, Investment Management, Equities, Mutual Funds, Fixed Income, Portfolio Management, Series 7, Investments, ETFs, Separately Managed..., Series 63
Education
New York University - Leonard N. Stern School of Business 1969 — 1971
MBA, Investments
Isenberg School of Management, UMass Amherst 1965 — 1969
BBA, Finance & Investments
The Bank of New York Mellon April 2000 - Present
Chase Manhattan Corporation September 1995 - April 2000
United States Trust Company August 1986 - August 1995
Education
Hofstra University 1979 — 1982
MBA, Finance
Dion Snowshoe May 2011 - Present
HRH Management LLC June 2005 - Present
United States Trust Company April 1994 - December 2003
Education
Harvard Business School
MBA
Fifth Third Private Bank February 2012 - Present
JPMorgan Private Bank 2008 - 2012
United States Trust Company 2007 - 2008
Wells Fargo/Wachovia Wealth Management 2006 - 2007
Skills
Mergers & Acquisitions, Financial Analysis, Finance, Strategic Financial..., Strategy, Risk Management, Leadership, Management, Banking, Change Management, Process Improvement, Investments, Financial Modeling, Portfolio Management, Business Strategy, Credit, Financial Planning
Education
Boston University 1985 — 1989
BSBA, Finance
Santander Bank, N.A. June 2011 - Present
Brown Brothers Harriman May 2010 - June 2011
Sovereign Bank January 2008 - August 2008
United States Trust Company January 2007 - July 2007
Skills
Internal Controls, Auditing, Sarbanes-Oxley Act, Internal Audit, Accounting, Financial Accounting
Education
Northeastern University 2005 — 2009
Bachelor of Science, Accounting
Greenwich Jewelers Wholesale Sales CoordinatorTemple St. Clair2006 - 2007
United States Trust Company 2003 - 2005
Skills
Merchandising, Fashion, Customer Service, Sales Management, Jewelry, Retail
Education
Fordham University
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
Gemological Institute of America-New York
Graduate Gemologist
The Private Trust Company,N.A./LPL Financial January 2003 - Present
GUARDIAN TRUST COMPANY January 1999 - January 2003
MERRILL LYNCH TRUST COMPANY January 1998 - January 1999
SMITH BARNEY PRIVATE TRUST COMPANY January 1996 - January 1998
UNITED STATES TRUST COMPANY January 1990 - January 1996
Skills
Series 7, Investments, Wealth Management, Portfolio Management, Asset Management, Mutual Funds, Retirement Planning, Series 63, Financial Services, Securities, Investment Advisory, Retirement, Asset Allocation, Alternative Investments, Strategic Financial..., Financial Advisory
Education
University of Delaware
Bachelor's Degree, International Relations and Affairs
Depository Trust & Clearing Corp October 1999 - April 2005
DEPOSITORY TRUST & CLEARING CORPORATION January 1999 - January 2005
US Trust July 1973 - September 1998
UNIT INVESTMENT TRUST January 1995 - January 1998
JP MORGAN CHASE / UNITED STATES TRUST COMPANY January 1973 - January 1998
United States Trust Company 1973 - 1998
UNIT INVESTMENT TRUST CUSTOMER SERVICES January 1986 - January 1995
UNIT INVESTMENT TRUST January 1983 - January 1986
UNIT INVESTMENT TRUST January 1973 - January 1983
Education
2004 - 2007ST. JOSEPH'S COLLEGE
work; work, Computer Information & Technology; Management and Finance
Saint Peter's University
UnitedHealth Group August 2014 - Present
Alvarez & Marsal April 2013 - August 2014
CIGNA Healthcare December 2009 - April 2012
CIGNA Healthcare May 2007 - December 2009
United States Trust Company February 2007 - May 2007
Cartus January 2005 - June 2006
PricewaterhouseCoopers, LLP September 2000 - January 2005
Skills
Financial Analysis, Variance Analysis, International Tax, Finance, Accounting
Education
University of Connecticut
MBA, Finance
Pace University-Pleasantville/Briarcliff Campus
BBA, Accounting
Crowe Horwath LLP July 2015 - Present
Capital Bank (Capital Bank Financial Corp.) March 2015 - June 2015
Crowe Horwath LLP June 2005 - February 2015
United States Trust Company September 2000 - June 2005
HSBA Bank USA April 1996 - September 2000
Long Island Savings Bank August 1997 - December 1997
Price Waterhouse LLP December 1994 - April 1996
Prudential Securities June 1993 - December 1994
Skills
Internal Controls, Auditing, Internal Audit, Sarbanes-Oxley Act, Risk Management, Trust Services, Risk Assessment, Business Process..., Banking, Fiduciary and..., ACH / NACHA Compliance, Non Deposit Investment...
Education
Long Island University, C.W. Post Campus 2000 — 2004
Master of Business Administration (MBA), Finace
Hofstra University 1989 — 1993
BBA, Accounting
G4S Secure Solutions (USA) Inc. October 2012 - Present
Paladin Center February 2011 - October 2012
FBI-NYPD Joint Terrorism Task Force January 2008 - February 2011
FBI-NYPD Joint Terrorism Task Force January 2007 - January 2008
NYPD- Organized Crime Control Bureau 1995 - 2007
United States Trust Company 1994 - 1995
Skills
Security Management, Counterterrorism, Homeland Security, Physical Security, Emergency Management, Criminal Investigations, Crisis Management, Private Investigations, Corporate Security, Investigation, Firearms, Public Safety, Surveillance, Criminal Justice, Executive Protection, Risk Assessment, Security Operations, Security, Internal Investigations, Police, Intelligence Analysis, Continuity of Operations, Risk Management, Security Clearance, Training, Intelligence, Personal Protection, International Terrorism..., Strategic Initiatives, Terrorism, Vulnerability Assessment, Interrogation, Disaster Response
Education
Baruch College 2000 — 2004
MBA, Human Resources Management
University of Scranton 1990 — 1994
BS, Accounting
Regis High School 1986 — 1990
HS
DesignAide October 2011 - Present
Brunschwig & Fils, Inc April 1998 - March 2011
Webster & Company April 1995 - April 1998
Bev-Ma Realty Trust February 1993 - April 1995
Shawmut Bank September 1984 - February 1993
Hermes Import/Export Ltd August 1983 - September 1984
United States Trust Company September 1972 - August 1983
Skills
Furniture, Interior Design, Management, Project Management, Space planning, Sales Operations, Sales, Floor Plans, Furnishings
Education
University of Massachusetts, Amherst 1967 — 1971
BA, English Literature
Self Employeed October 2001 - Present
Aetna Financial Services (ING) October 1994 - September 2001
Aetna Financial Services October 1993 - October 1994
Putnam Investments November 1991 - September 1993
Putnam Investments January 1989 - November 1991
United States Trust Company November 1987 - January 1989
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Sales, PowerPoint, Research, Typing, ACT Sales Support System, Executive..., Business Travel, Conference Planning
Education
Southern New Hampshire University 1984 — 1986
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Endicott College 1982 — 1984
Associate's degree, Business Administration and Management, General
Wellesley Free Library August 2010 - Present
Mount Ida College September 2011 - April 2013
Fidelity Investments 2007 - 2008
Columbia Management Group 2002 - 2006
State Street Research & Management 2001 - 2002
Squier, Knapp, Dunn 2000 - 2000
United States Trust Company 1999 - 2000
United States Trust Company 1999 - 1999
United States Trust Company January 1995 - 1999
United States Trust Company 1994 - 1995
Skills
Information Literacy, Library, Research, Higher Education
Education
Hamilton College 1990 — 1994
Bachelor of Arts, English Literature
Boston University
Certificate, Financial Planning 2004
Simmons College
Master of Science, Library Science 2011
New York Life/MainStay Investments June 2010 - June 2011
AllianceBernstein Investments April 2006 - June 2010
Ameriprise Financial Services September 2004 - March 2006
United States Trust Company July 2002 - August 2004
United States Trust Company June 2001 - August 2001
Education
Alta Loma high school
Brown University
B.A, Business Economics and Organizational Behavior and Management
Tougaloo College
US Trust 2008 - Present
United States Trust Company 2005 - 2008
FleetBoston Financial, Bank of America 2002 - 2005
FleetBoston Financial 2000 - 2002
FleetBoston Financial 1999 - 2000
Skills
Troubleshooting, Multi Tasking, Managing Deadlines, Investment Compliance, Client Liaison, Customer Satisfaction, Teamwork, Autonomous Maintenance
Education
University of Massachusetts Dartmouth
Cannon Financial Institute
New England College of Business and Finance