United States Trust Company of New York
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United States Trust Company of New York Employees
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, 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
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
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
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 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
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
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
United States Trust Company of New York March 1981 - September 2008
Education
Fairfield University 1976 — 2000
Bachelor of Science, Accounting
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
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
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
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
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
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