United States Trust Company of New York

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United States Trust Company of New York Employees

Employee
Years
Job
Industry
Edward Poreba Edward Poreba Greater New York City Area Details
Edward Poreba's United States Trust Company of New York Experience July 1991 - August 1999
Job at EY
Industry Financial Services
Experience
EY  February 2014 - Present
Bessemer Trust  August 2006 - November 2012
Dorian Vergos &Co.   May 2005 - August 2006
KPMG US  August 1999 - September 2004
United States Trust Company of New York   July 1991 - August 1999
KPMG US  September 1986 - July 1991

Education
Hofstra University
Bachelor of Business Administration (BBA), Accounting

Pace University - Lubin School of Business
Master of Business Administration (MBA), Taxation

Portsmouth Abbey Preparatory School

Amy Papola Amy Papola Greater New York City Area Details
Amy Papola's United States Trust Company of New York Experience August 1999 - December 2000
Job Independent Fine Art Professional
Industry Fine Art
Experience
Amy Papola, Consulting   January 2003 - Present
Fine Collections Management, LLC   January 2001 - July 2002
United States Trust Company of New York   August 1999 - December 2000
Sotheby's, Inc.   September 1991 - August 1999

Skills
Antiques, Furniture, Project Management, Art, Contemporary Art, Fine Art, Visual Arts, Graphic Design, Social Media, Adobe Creative Suite, Theatre, Event Management, Furnishings, Curating, Auctions, Painting, Museums, Galleries, Sculpture, Modern Art

Education
Rutgers University-New Brunswick
BA, Art History, Political Science

Matthew E. Abrams, CRCP Matthew E. Abrams, CRCP Greater New York City Area Details
Matthew E. Abrams, CRCP's United States Trust Company of New York Experience September 1998 - February 2001
Job Certified Regulatory and Compliance Professional at Compliance Science, Inc.
Industry Financial Services
Experience
Compliance Science, Inc.   May 2010 - Present
Bank of New York Mellon  June 2006 - June 2009
Bank of New York  October 2003 - June 2006
Jefferson Wells  August 2002 - October 2003
Bank of America  March 2001 - February 2002
United States Trust Company of New York   September 1998 - February 2001
Deutsche Bank Securities  May 1992 - October 1998
David Lerner Associates, Inc.   1981 - 1984

Skills
Compliance Audits, System Development, Risk Management, Quality Auditing, Compliance Monitoring, Analysis, Continuing Education, Hedge Funds, Auditing, OFAC, Securities, Program Management, Banking, Investments, Trading, Finance, KYC, Financial Services, Asset Management, AML, Wealth Management, Internal Audit, Investment Management, Equities, Investment Banking, Policy, Management, Loans, Broker-Dealer, FINRA, Training, Anti Money Laundering

Education
University of Pennsylvania - The Wharton School   2009 — 2010
Certificate Program, Certified Regulatory and Compliance Professional

State University of New York College at Brockport   1977 — 1979
Bachelor of Applied Science (B.A.Sc.), Education

State University of New York College at Fredonia   1975 — 1977
bs, music

Claire Needham Guadagno Claire Needham Guadagno Greater New York City Area Details
Claire Needham Guadagno's United States Trust Company of New York Experience August 1976 - September 1980
Job Lecturer/Independent Research/Writer
Industry Writing and Editing
Experience
Independent Research/Writer   November 2009 - Present
Saint Peter's College  August 2009 - December 2013
United States Trust Company of New York   August 1976 - September 1980

Skills
Higher Education, Teaching, Public Speaking, Editing, Research, Nonprofits, Program Development, Copy Editing, Community Outreach, Creative Writing, Social Networking, Blogging, Volunteer Management, Social Media, Event Planning, Fundraising, Journalism, Proofreading, Report Writing, Leadership Development, Newsletters, Public Relations, Press Releases, Copywriting, Media Relations

Education
Drew University   1999 — 2003
M. Litt., Writing and American History

Rosemont College   1972 — 1976
BA, American Studies

Adelphi University   1975 — 1975
paralegal certification, Estates, Trusts and Wills

Maria Regina HS

John Morcos John Morcos Orlando, Florida Area Details
John Morcos's United States Trust Company of New York Experience May 1998 - September 2002
Job Financial Services Professional
Industry Financial Services
Experience
Woltcom Services Inc. – Verizon communication   December 2014 - January 2015
Retreat At Umatilla   September 2014 - November 2014
BNY Mellon  May 2011 - March 2014
Walt Disney Parks and Resorts Online  2007 - 2014
BB&T  November 2010 - May 2011
Weiser Capital Management   April 2010 - August 2010
Charles Schwab  November 2006 - April 2010
Bank of New York Mellon  September 2002 - November 2006
United States Trust Company Of New York   May 1998 - September 2002

Skills
Account Reconciliation, Accounting, Finance, Portfolio Management, Training, Trade Support, Financial Services, Investments, Mutual Funds, Securities, Trading, Insurance, Bonds, Financial Risk, Customer Service, Management, Banking, Financial Analysis, Equities, Fixed Income, Leadership, Microsoft Office, Public Speaking, Relationship Management, Microsoft Excel, Accounts Payable, Team Building

Education
Pace University   1981 — 1985
Bachelor's degree, Finance, General

Pace University   1981 — 1985

Pace University   1981 — 1985

Pace University-New York   1981 — 1985
Associate's Degree, Accounting and Finance

Pace University   1981 — 1984
Bachelor's degree, Accounting and Finance

Malcolm Webb Malcolm Webb Bloomington, Indiana Area Details
Malcolm Webb's United States Trust Company of New York Experience August 1989 - August 1990
Job Senior Investment Strategist, Malcolm Webb Wealth Management
Industry Investment Management
Experience
Malcolm Webb Wealth Management   April 2009 - Present
Taylor & Webb   April 2003 - April 2009
Hilliard Lyons  July 1998 - April 2003
Indiana University  August 1992 - June 1998
Indiana General Assembly  1991 - 1992
United States Trust Company of New York   August 1989 - August 1990
The White House  1988 - 1988
United States Senate  1987 - 1987
Culver Academies  1986 - 1987

Skills
Government, Equities, Legislative Relations, Public Speaking, Event Planning, Private Client Services, Budgets, Microsoft Office, Legal Writing, Simple IRA, Enterprise Risk..., International Relations, Policy, Speech Writing, Strategic Planning, Management, Nonprofits, Investments, Community Outreach, Private Clients, Leadership, Social Media

Education
Indiana University Bloomington   1985 — 1989
BA, Economics, Minor in History

Genius Groups

Connor Seabrook Connor Seabrook Greater Atlanta Area Details
Connor Seabrook's United States Trust Company of New York Experience 1980 - 1983
Job Consultant to the Georgia Research Alliance
Industry Venture Capital & Private Equity
Experience
Georgia Research Alliance  July 2009 - Present
Alliance Technology Ventures   December 1993 - Present
Reddy US   2000 - 2009
Helios Health (an Alliance Technology Ventures portfolio company)   1999 - 2000
AtheroGenics (an Alliance Technology Ventures portfolio company)   1994 - 1999
Inhibitex (an Alliance Technology Ventures portfolio company)   1997 - 1998
Aspen Venture Partners   1991 - 1996
3i Ventures, a wholly owned US subsidiary of 3i Group plc   1988 - 1991
Goldman Sachs  1985 - 1987
United States Trust Company of New York   1980 - 1983

Education
The Tuck School of Business at Dartmouth   1983 — 1985
MBA

Trinity College-Hartford
BS, Economics & Environmental Studies

James Curd James Curd Greater New York City Area Details
James Curd's United States Trust Company of New York Experience May 2000 - June 2002
Job Associate at Morgan Stanley Wealth Management
Industry Banking
Experience
Morgan Stanley Wealth Management  July 2008 - Present
Deutsche Bank Trust Company Americas  July 2007 - December 2007
The Bank of New York  June 2002 - June 2007
United States Trust Company of New York   May 2000 - June 2002
The Bank of New York  April 1997 - May 2000
United States Air Force  November 1984 - July 1992

Skills
Securities, Mutual Funds, Fixed Income, MBS, Corporate Trust, Bloomberg, Asset Managment, Investments, Asset Management, Finance, Structured Products, Financial Services, Corporate Actions, Structured Finance, Settlement, Capital Markets, Bonds, Derivatives, Hedge Funds, Investment Banking, Equities, Alternative Investments, Series 7, Financial Markets, Bloomberg Terminal, Securitization, Trading, Credit Derivatives, Back Office, ETFs, Equity Derivatives, Portfolio Management, Swaps, Asset Allocation, Emerging Markets, Fund Administration

Education
Mercy College
Bachelor of Science, Banking and Business Administration specializing in the securities industry

New York Institute of Finance

Lawrence Glotzbier Lawrence Glotzbier Greater New York City Area Details
Lawrence Glotzbier's United States Trust Company of New York Experience March 1981 - September 2008
Job Banking Professional
Industry Banking
Experience
United States Trust Company of New York   March 1981 - September 2008

Education
Fairfield University   1976 — 2000
Bachelor of Science, Accounting

Frank Scifo Frank Scifo Greater New York City Area Details
Frank Scifo's United States Trust Company of New York Experience 1992 - December 2001
Job Counsel at The Bank of TokyoMitsubishi UFJ, Ltd.
Industry Financial Services
Experience
The Bank of Tokyo-Mitsubishi UFJ, Ltd.   September 2004 - Present
Solo Practice  January 2002 - September 2004
Safra National Bank of New York  February 2003 - July 2003
United States Trust Company of New York   1992 - December 2001
Union Savings Bank  1987 - 1992
Citibank, N.A.   1986 - 1987
Hill, Betts & Nash   1985 - 1986
New York State Banking Department  1982 - 1985

Skills
Corporate Law, Hedge Funds, Bank Secrecy Act, Banking, OFAC, Banking Law, Securities, AML, Asset Management, Capital Markets, Corporate Governance, Finance, Financial Institutions, Financial Risk, Internal Audit, Litigation, Mergers, Operational Risk, Privacy Law, Credit, Due Diligence, Mergers, Risk Management, Sanction, Anti Money Laundering

Education
SUNY Buffalo Law School   1979 — 1982
JD, Law

Adelphi University   1977 — 1977
Certified Paralegal, Corporate & Securities Law

Stony Brook University   1972 — 1976
BA, Political Science

David Mardo, CFA, CAIA, CTFA, Esq. David Mardo, CFA, CAIA, CTFA, Esq. Tampa/St. Petersburg, Florida Area Details
David Mardo, CFA, CAIA, CTFA, Esq.'s United States Trust Company of New York Experience April 2000 - June 2007
Job SVP at US Trust
Industry Banking
Experience
US Trust, Bank of America Private Wealth Management  July 2007 - Present
United States Trust Company of New York   April 2000 - June 2007
Citibank Private Bank, Trusts and Estates Group   April 1996 - April 2000

Skills
Investment Strategies, Real Estate, Estate Planning, Business Valuation, Alternative Investments, Investment Management, Chartered Financial..., Oil/Gas, Trust Management, Asset Management, Wealth Management..., Trust Services, Financial Services, Wealth Management, Asset Allocation

Education
New York Law School   1993 — 1996
JD, Law

University of Rhode Island   1988 — 1992
Bachelor's degree, Economics; Literature

Rocky Hill School

Jonathan Farron Jonathan Farron Greater New York City Area Details
Jonathan Farron's United States Trust Company of New York Experience July 1993 - August 1994
Job Vice President, FNA Insurance Services
Industry Insurance
Experience
FNA Insurance Services, Inc.   January 2013 - Present
Medimetriks Pharmaceuticals, Inc.   May 2012 - June 2012
UnitedHealth Group  March 2003 - May 2012
STERIS Corporation  August 2000 - March 2003
GlaxoSmithKline  April 1996 - August 2000
Genesis Health Plan, Inc   July 1994 - April 1996
United States Trust Company of New York   July 1993 - August 1994

Skills
Provider Relations, Benefits Administration, Contract Negotiation, Hospitals, PPO, Marketing, Business Development, Lead Generation, Managed Care, Product Launch, Market Development, Capital Equipment Sales, District Trainer, Strategic Leadership, Pharmaceutical Sales, Consultative Selling, Selling, Self-funded, Disease Management, Strategy, Strategic Partnerships, Employee Benefits, Health Insurance, Sales, Insurance, Strategic Planning, Life Insurance, Disability Insurance

Education
State University of New York at Buffalo   1988 — 1993
Bachelor's degree, School of Management, 3.1

Flushing High School

Gloria Pollack Gloria Pollack Greater New York City Area Details
Gloria Pollack's United States Trust Company of New York Experience May 1996 - April 2009
Job Managing Director at Evercore Trust Company, N.A.
Industry Investment Banking
Experience
Evercore Partners  May 2009 - Present
Evercore Trust Company, N.A.   2009 - Present
United States Trust Company of New York   May 1996 - April 2009
Weil Gotshal and Manges  September 1980 - October 1993

Skills
Entrepreneurship, Alternative Investments, Equities, Hedge Funds, Private Equity, Fundraising

Education
Washington University in St. Louis   1975 — 1978
Doctor of Law (J.D.)

SUNY Binghamton   1971 — 1975
Bachelor of Arts (B.A.), French Language and Literature

Alan Bankart Alan Bankart Greater New York City Area Details
Alan Bankart's United States Trust Company of New York Experience 1975 - 1977
Job Investment Management Consultant and Business Strategy Executive
Industry Investment Management
Experience
Barnes Hill LLC   2000 - Present
Putnam Investments  1982 - 1999
State Street Bank & Trust  1977 - 1982
United States Trust Company of New York   1975 - 1977

Skills
Investment Strategies, Fixed Income Portfolio..., Strategic Financial..., Investment Advisory..., Customer Relationship..., Business Development, Product Development, Sales, Marketing, Promotional Campaigns, Operations Management, CRM, Strategy, Management, Alternative Investments, Renewable Energy, Strategic Planning, Portfolio Management, Fixed Income, Investments

Education
Princeton University   1971 — 1975
BA, Economics

William Hausser William Hausser Oakland Gardens, New York Details
William Hausser's United States Trust Company of New York Experience September 1976 - April 1990
Job Customer Service
Industry Consumer Services
Experience
UPS  December 2011 - January 2012
The Center for Natural Health   March 2010 - December 2011
The Old Dutch Mustard Company   July 2011 - July 2011
Sukon's Toys and Kids Furniture Store   April 1990 - November 2009
United States Trust Company of New York   September 1976 - April 1990

Education
American Institute of Banking

Pace University