US Trust
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: 20 November 2006 Parent organizations: Bank of America, Bank of America, National Association Subsidiaries: U.S. Trust Co. of New York,
US Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at US Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
US Trust Salaries. You can even request information on how much does US Trust pay if you want to. Learn about salaries, pros and cons of working for US Trust directly from the past employees.
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1,967 US Trust employees in database. Find out everything there's to know about US Trust employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
US Trust Employees
BNY Mellon August 2010 - Present
MSCI Barra June 2006 - December 2008
US Trust January 2003 - December 2005
deloitte consulting 2001 - 2002
pricewaterhousecoopers 1999 - 2001
Citicorp/Citibank, N.A. 1980 - 1999
New York University January 1984 - June 1998
Skills
Talent Management, Succession Planning, Leadership Development, Organizational..., Performance Management, Organizational..., Change Management, Onboarding, Coaching, Strategic Planning, Organizational Design, Risk Management, Asset Managment, Employee Engagement, Portfolio Management, Mergers, Performance Improvement, Relationship Management, Management Consulting, Executive Coaching, Strategy, Executive Management, HRIS, Mergers & Acquisitions, Employee Benefits, Consulting, Workshop Facilitation, Team Building
Education
New York University
Executive Coaching Certification, Executive Coaching
Assumption College
MA/Advanced Studies, Rehabilitation Counseling
Marist College
BA, English
Merrill Lynch July 2015 - Present
MastMedia Communications January 2009 - Present
US Trust February 2010 - June 2014
Concord/Carlisle Television January 2011 - January 2014
Natixis Global Associates December 2007 - November 2008
FundQuest 2006 - 2007
Bank of America July 2000 - January 2005
John Hancock Funds Inc June 1996 - July 2000
Published Image June 1995 - June 1996
Putnam Investments 1990 - 1995
Skills
Digital Marketing, Video Production, Film Production, Social Media Marketing, Marketing Strategy, Creative Development, Online Marketing, Marketing Communications, Social Media, Creative Direction, Digital Media, Video, Photography, Editing, Public Relations, Marketing, Publishing, Content Strategy, Digital Strategy, Marketing Management, Multimedia, Brand Management, Integrated Marketing
Education
Boston University 2008 — 2010
Filmmaking
Penn State University
Communications
City National Bank March 2008 - Present
U.S. Trust 1995 - 2007
US Trust 1995 - 2007
Wells Fargo October 1993 - August 1995
Skills
Portfolio Management, Wealth Management, Asset Management, Fixed Income, Equities
Education
California State Polytechnic University-Pomona 1989 — 1991
Bachelor of Business Administration (B.B.A.), Finance, Real Estate, Law
Aliado Corp 2012 - July 2013
EXIT Realty June 2010 - July 2012
Signature Staging & Redesign, LLC October 2006 - June 2012
Re/Max 2000 - 2010
Credit Suisse First Boston July 1998 - June 1999
Bear Stearns July 1996 - July 1998
US Trust 1986 - 1996
U.S. Trust Bank of America Private Wealth Management 1986 - 1996
JPMorgan Chase September 1980 - February 1986
Skills
Sellers, Selling, Sales, Recruiting, Project Management, Mentoring, Business Information, Building Business..., Building Business..., Marketing, Business Intelligence, Small Business, Negotiation, Real Estate Transactions, Referrals, Management, Real Estate Staging, Real Estate, Listings, Budgets, Property, Home Staging, Investments
Education
St. Peter's College 1994 — 1994
AAS, Business Management (Major) Marketing (Minor)
Brookdale Community College 2010 — 2011
Certificate Program, Healthcare/Information Technology
TheDecorating and Staging Academy (DSA) 2006 — 2006
Certification, Interior Redesigner and Stager
U.S. Trust August 2014 - Present
US Trust September 2010 - Present
Skills
Community Outreach, Economics, Investments, Financial Modeling, Management, Marketing, Portfolio Management, Public Speaking, Finance
Education
American University 2006 — 2010
International Relations
American University - Kogod School of Business 2006 — 2010
BS, Business and International Relations
American University - Kogod School of Business 2006 — 2010
2010 Bachelor of Science, Business Administration and International Studies; International Economic Policy and Europe
US Trust December 1983 - Present
Skills
Private Wealth..., Asset Allocation, Wealth Management, High Net Worth..., Portfolio Management, Investment Strategies, Wealth Management..., Investments, Private Banking, Investment Management, Bonds, Hedge Funds, Asset Managment, Securities, Alternative Investments, Bloomberg, Equity Research, Series 63, Investment Advisory, Strategic Financial..., Wealth, ETFs, Financial Advisory, Equities, Retirement Planning, Series 7, Fixed Income, Uniform Combined State..., Retirement, Estate Planning, Mutual Funds, Asset Management, Trust Services, 401k, Capital Markets, Financial Services, Private Equity, Options
Education
University of Arizona 1982 — 1983
MS, Finance
University of Southern California 1979 — 1981
Bachelor of Science (BS), Business Administration and Management, General
Brigham Young University 1977 — 1978
General Studies
clark high 1971 — 1974
Aster Group - An itelligence Company July 2005 - Present
Whitney Education Group 2001 - 2005
Analog Devices 1999 - 2001
US Trust 1998 - 1999
Sharon Credit Union 1994 - 1998
Skills
SAP BPC, SAP BW, SAP HANA, BPC Upgrades, EPM, Business Objects, Business Intelligence, BPC/BI Intergration, Microsoft SQL Server, Data Warehousing, SSIS, Relational Databases, OLAP, Analysis Services, Vendor Management, Project Management, Public Speaking, VMware, Knowledge Transfer, Operations Management, Technology Management, SAP ERP, BPCS, Business Analysis
Education
Bryant University
Bachelor of Applied Science (BASc), Business Administration/Management Information Systems
smith leonard December 2007 - Present
RSM McGladrey October 2006 - October 2007
KPMG Peat Marwick January 2006 - October 2006
US Trust February 2000 - November 2005
PwC June 1998 - February 2000
Urbach, Kahn & Werlin May 1993 - June 1998
Skills
International Tax, Tax Law, Budgets, Income Tax, Corporate Tax, Tax, SEC filings, Tax Advisory, Small Business, Tax Research, Tax Accounting, Tax Preparation, Estate Planning, Financial Analysis, GAAP, CPA, Accounting, Partnership Taxation, Tax Returns, S Corporations, Sales Tax, US GAAP, Trusts, LLC, Financial Planners, US Tax, Auditing, State Tax
Education
Albany Law School of Union University 1989 — 1993
JD, Law
Union College 1989 — 1993
MBA, Accounting
State University of New York College at Oneonta 1984 — 1988
BA, Political Science
Halliday Financial December 2009 - Present
Furgueson Capital Management September 2005 - December 2009
The Bank of New York November 2002 - September 2005
US Trust September 1995 - November 2002
U.S. Navy May 1993 - September 1995
Skills
Estate Planning, Asset Management, Investments, Portfolio Management, Asset Managment, Investment Management, Alternative Investments, Series 63, Asset Allocation, Financial Services, Risk Management, Retirement Planning, Series 7, Bonds, Mutual Funds, Strategic Financial..., Wealth Management..., Investment Advisory, Equities, Estate Administration, Fixed Income, Fixed Annuities, Hedge Funds, Wealth Management, Tax, Securities, Bloomberg, Financial Planning, Capital Markets
Education
Pace University School of Law 1997 — 2001
Doctor of Law (J.D.), Law
American University 1989 — 1993
B.A., Economic Theory
Cannon Quality Group, LLC March 2014 - Present
Dorn Communications January 1989 - Present
Text100 Global Communications January 2014 - February 2014
RW3 Technologies February 2005 - September 2013
Vasconnect January 2002 - November 2004
preEminent, LLC January 2001 - November 2004
US Trust August 1986 - December 1988
Laral Hotels June 1979 - August 1986
Skills
Event Planning, Microsoft Excel, Photoshop, Microsoft Word, Market Research, Database Admin, Dreamweaver, FileMaker, Social Media, Email Marketing, Account Management, PowerPoint, Project Management, Databases, Data Analysis, Team Leadership, Marketing Strategy, Newsletters, Analysis, Copywriting, Public Relations, Marketing Communications, Marketing
Education
California Polytechnic State University-San Luis Obispo 1975 — 1979
BS, Marketing, Business
KanDar, Inc. June 2006 - Present
ValDar International, Inc. April 2012 - Present
US Trust August 2004 - May 2006
Skills
Leadership, Marketing, Finance
Education
Bryant University 2000 — 2004
Bachelor, Management
Wells Fargo Private Bank May 2014 - Present
Wells Fargo Private Bank May 2010 - Present
US Trust September 2009 - May 2010
U.S. Bank 1993 - September 2009
Windermere Investment Associates 1996 - 1997
Skills
Wealth Management, Portfolio Management, Asset Management, Equities, Asset Allocation, Hedge Funds, Alternative Investments, Public Speaking, Asset Managment
Education
Andersen University 2007 — 2008
Masters, Business Administration
Bob Jones University 1988 — 1992
BS, Finance
Mary Kay Inc. December 2007 - Present
Jersey City Joint City Counsel June 2006 - Present
JP Morgan Chase 1999 - Present
JPMorgan Chase May 1999 - January 2012
Dai-Ichi Kangyo Bank June 1997 - May 1999
Bank of Bermuda Ltd. (NY) June 1987 - May 1997
Bank of Bermuda 1987 - 1997
US Trust 1981 - 1986
Education
American InterContinental University 2004 — 2005
Choate, Hall & Stewart August 2014 - Present
U.S. Trust August 2013 - July 2014
US Trust September 2011 - August 2013
MacCormack Law Firm August 2008 - October 2011
Northeast Delta Dental June 2006 - September 2006
Skills
Notary Public, LexisNexis, Westlaw, Microsoft Office, Mac OS X, Windows, Legal Issues, Estate Administration, Family Law, Estate Planning, Legal Research, Real Estate, Trust Services, Trusts, Securities Regulation, Wills, Securities, Trials, Corporate Law, Wealth Management..., Legal Writing, Tax Law, Commercial Litigation, Litigation, Courts, Corporate Governance, Mediation, OS X, Outlook, Criminal Law, Employment Law, Civil Litigation, Lexis, Legal Compliance, Hearings, Bankruptcy
Education
Suffolk University Law School 2007 — 2010
JD
Alfred University 2003 — 2007
BS, Business Admin, Economics
Thomson Reuters February 2015 - Present
Thomson Reuters May 2013 - Present
Thomson Reuters September 2012 - Present
Thomson Reuters August 2010 - September 2012
Thomson Reuters September 2009 - August 2010
Thomson Reuters May 2004 - September 2009
Merrill Lynch, Pierce Fenner & Smith September 1998 - September 2001
Salomon Smith Barney February 1993 - September 1998
US Trust May 1992 - February 1993
Morgan Stanley June 1991 - May 1992
Skills
Fixed Income, Equities, Derivatives, Securities, Reference Data, Bonds, Swaps, CDS, Electronic Trading, Commodity, Financial Markets, Capital Markets, Market Data, Options, Trading, Trading Systems, Hedge Funds, Risk Management, Equity Derivatives, Technical Analysis, Credit Derivatives, ETFs, Business Development, Project Management, Salesforce.com, Finance, Product Management, Financial Services, Relationship Management, Business Analysis, FX Options, Investment Management, Analytics, Bloomberg, Low Latency, Back Office
Education
City University of New York-Baruch College - Zicklin School of Business 1992 — 1994
MBA, Finance
City University of New York-Baruch College 1987 — 1991
BBA, Finance
Apple Bank for Savings August 2011 - Present
Axion LLC March 2008 - September 2011
Morgan Stanley March 2010 - March 2011
Vanderbilt Avenue Asset Management July 2009 - August 2009
Axion LLC February 2008 - August 2009
AllianceBernstein February 2008 - May 2008
Citigroup October 2005 - May 2007
Advantage HR October 2005 - December 2005
Bassini Playfair Wright LLC April 2004 - November 2004
US Trust November 2003 - April 2004
Skills
Editing, Non-profits, Investments, Fundraising, Public Speaking, Loans, Administrative..., Interviews, Human Resources, Press Releases, Social Media Marketing, Marketing, Nonprofits, Community Outreach, Marketing Communications, Public Relations, Credit, Mutual Funds, Public Policy, Theatre, Banking, Strategic Planning, Management, Blogging, Social Media, Politics, Asset Management, Research, Payroll, Publishing, Microsoft Word, Teaching, Event Management, Leadership, Project Management
Education
Bemidji State University 1982 — 1988
Willmar High School
Zebit June 2015 - Present
Global Analytics August 2014 - June 2015
Global Analytics October 2013 - August 2014
US Trust March 2011 - July 2013
Ontario Reign September 2009 - March 2011
Make-A-Wish Foundation August 2009 - January 2010
US Forest Service June 2006 - March 2008
Skills
Event Management, Social Media, Public Speaking, Marketing, PowerPoint, Microsoft Word, Customer Service, Microsoft Excel, Microsoft Office, Public Relations, Non-profits, Photoshop, Social Media Marketing, Outlook, Social Networking, Management
Education
University of California, San Diego 2014 — 2016
Certificate Program, Accounting
California State Polytechnic University-Pomona 2005 — 2010
Bachelor of Science, Business Administration
Aon Hewitt Investment Consulting January 2012 - Present
Rogerscasey July 2007 - January 2012
GE Commercial Finance July 2006 - July 2007
US Trust July 2005 - July 2006
Bessemer Trust September 2000 - July 2005
Skills
Management, Finance, Asset Management, Portfolio Management, Financial Analysis, Equities, Financial Modeling, Investment Management, Analysis, Investments
Education
Emory University - Goizueta Business School 2011 — 2014
MBA
Arizona State University 1995 — 2000
BS, Finance
Heun Consulting December 2010 - Present
US Census Bureau 2010 - 2010
B&H Photo Video 2008 - 2009
Zelus Consulting 2005 - 2008
Marsh & McLennan Companies, Inc. 1995 - 2005
US Trust 1988 - 1995
Skills
Change Management, Cross-functional Team..., Six Sigma, Visio, Business Process, Project Management, Operations Management, Process Improvement, Business Process..., Business Transformation, Risk Management, Management, Team Building, Leadership, Strategy
Education
Baruch College, City University of New York (CUNY)
BBA, Business Management
St. John's University
Master of Business Administration (MBA), Bus Mgt. / Finance
HSBC Private Bank August 2011 - May 2013
US Trust January 2008 - August 2011
Citigroup Private Bank March 2007 - December 2007
Merrill Lynch Bank and Trust January 2006 - January 2007
Ameriprise Financial Advisors December 2001 - January 2006
Skills
Investments, Credit, Banking, Wealth Management, Series 7, Private Banking, Mandarin, Shanghainese, Series 66, Trust Services, Succession Planning, Philanthropy, Asset Management, Financial Planning, Asset Managment, Strategic Financial..., Uniform Combined State..., Portfolio Management, Wealth Management..., Investment Advisory, Investment Management, Series, KYC, Estate Planning, Relationship Management, Management, Business Development, Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
MBA
San Francisco State University 2010 — 2010
Executive Certificate in Financial Planning
University of San Francisco 1999 — 2002
B.S.
US Trust June 2006 - Present
Fidelity Investments January 2005 - April 2006
Fidelity Investments December 2003 - January 2005
Skills
Asset Allocation, Data Analysis, Entrepreneurship, Finance, Financial Risk, Investment Management, Investments, Management, Portfolio Management, Wealth Management, Alternative Investments, Mutual Funds, Bloomberg, Fixed Income, Financial Planning, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2010
Master's of Science in Finance, Business Administration and Finance
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2009
Master's of Business Administration (MBA), Concentration: Asset Management
Stonehill College 1999 — 2003
Bachelors of Science in Business Administration, Major: Business Minor: Computer Information Systems
Wilmington Trust February 2007 - Present
Wachovia Bank August 2004 - January 2007
JPMorgan Chase November 1992 - August 2004
US Trust August 1983 - November 1991
Skills
Asset Managment, Trust Services, Wealth Management, Portfolio Management, Mutual Funds, Trust Management, Asset Management, High Net Worth..., Asset Allocation, Estate Planning, Wealth Management..., Investment Advisory, Alternative Investments, Securities, Investment Management
Education
The George Washington University 1977 — 1979
BA
Arcadia University 1975 — 1977
Eastern Bank April 2013 - Present
US Trust June 2010 - April 2013
Merrill Lynch March 2000 - June 2010
Skills
Fixed Income, Asset Allocation, Wealth Management, Investment Management, Asset Managment, Finance, Credit, Investments, Estate Planning, Strategic Financial..., Mutual Funds, Equities, Series 7, Investment Strategies, Banking, Portfolio Management, Retirement Planning, Investment Advisory, Securities, Alternative Investments, Series 63, Wealth Management..., Financial Advisory, Investment Banking, Separately Managed..., Private Banking, Trust Services, Capital Markets, Financial Services, Series 24, ETFs, Derivatives, Trading, Commercial Banking, Options, Mortgage Lending, Relationship Management, Series 6, 401k, Uniform Combined State..., Retirement, Bloomberg, Hedge Funds, Bonds, Wealth, FINRA, Financial Planning, Asset Management
Education
Bentley University 2009 — 2014
Master's Degree, Financial Planning
Boston University 2005 — 2007
CFP, Financial Planning
Suffolk University - Sawyer School of Management 2002 — 2005
MBA
Ohio Wesleyan University 1993 — 1996
Bachelor of Arts (BA)
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
Classic Wine Auction September 2014 - Present
US Trust November 2011 - Present
Oregon Food Bank September 2012 - Present
Legacy Health March 2012 - Present
Mentors360 April 2012 - Present
Fred Hutchinson Cancer Research Center January 2011 - December 2014
Oregon Repertory Singers August 2012 - September 2014
Bernstein Global Wealth Management August 2006 - October 2011
Paychex 2001 - 2006
Paychex 1999 - 2001
Skills
Series 7, Series 31, Series 63, Investment Management, Wealth Management, Asset Allocation, Strategic Planning, Specialty Asset..., Retirement Planning, Custom Credit and..., Legacy and Philanthropy, Managing Expectations, Seminar Speaker, Asset Managment, Portfolio Management, Securities, Asset Management, Public Speaking, FINRA, Investment Strategies, Alternative Investments, Estate Planning, Credit, Philanthropy, Strategic Financial..., Trusts, Financial Advisory, Investment Advisory, Wealth, Exceeding Expectations, Small Business, Investments, Leadership, Strategy, Financial Services, Financial Planning, Retirement
Education
University of Washington, Michael G. Foster School of Business 2008 — 2009
Certificate in Financial Planning
Brenau University 1988 — 1992
BA
Stradley Ronon September 2014 - Present
Brown Brothers Harriman April 2010 - August 2014
Apis Capital Advisors, LLC March 2008 - December 2009
Bank of America July 2007 - March 2008
US Trust September 2005 - July 2007
Prudential Financial September 2004 - September 2005
Schulte Roth & Zabel LLP November 2002 - September 2004
Dechert LLP August 2000 - November 2002
US Securities and Exchange Commission November 1997 - August 2000
US EPA May 1990 - November 1997
Skills
Hedge Funds, Securities Regulation, Alternative Investments, Securities, Mutual Funds, Private Equity, Financial Services, Financial Risk, Asset Management, Finance, Legal Compliance, Operational Risk..., Investment Management, Corporate Governance, Economics, Investment Advisory, Attorney, Compliance Regulations, UCITS, Legal Advice, Martial Arts, Public Speaking, Published Author, Closed-end Funds, Business Development..., Investment Banking, Investments, Real Estate Funds, Real Estate, Financial Product..., Due Diligence, Law, Asset Management Law
Education
The Catholic University of America, Columbus School of Law 1993 — 1997
Juris Doctor (J.D.)
Boston University 1986 — 1990
BA, Economics, Political Science, International Relations
Fannie Mae March 2011 - Present
Goldman Sachs February 2007 - July 2010
US Trust 2001 - 2007
GE Capital 1993 - 1998
Skills
Outlook, Leadership, SharePoint, Microsoft Excel, Fixed Income, Risk Management, Middle Office, Securities, Equities, Bloomberg
Education
University of Maryland University College 2011 — 2011
Project Management Certification
Baruch College, City University of New York (CUNY) 2002 — 2005
B.A, CORPORATE COMMUNICATIONS
TAPFIN-ManpowerGroup Solutions December 2014 - Present
Pontoon Solutions November 2013 - November 2014
US Tech Solutions 2012 - 2012
DeVry University 2010 - 2012
Fidelity Investments 2007 - 2010
Veritude Fidelity Investments 2007 - 2007
US Trust 2006 - 2006
Environmental Defense 2005 - 2006
Skills
Employee Relations, Customer Service, Client Relationship..., Business Intelligence, College Recruiting, Training & Development, Benefits Administration, IT Recruitment, CRM, Employee Training, Benefit Plan..., HRIS, Talent Acquisition, Coaching, Full-life Cycle..., Account Management, Human Resource Planning, Onboarding, Employment-based..., Team Management, Technical Recruiting, Talent Management, Performance Management, Personnel Management, Career Development..., Events Management, Sourcing, Benefits Negotiation, Screening, Event Management, Human Resources, Temporary Placement, New Hire Orientations, Succession Planning, Employee Benefits, Training, Hiring, Taleo, Recruiting, Applicant Tracking..., Interviews, Temporary Staffing, Payroll, Career Counseling
Education
SHRM 2007 — 2007
Certificate, Human Resource Management
Sophia College For Women 1991 — 1997
Bachelor's Degree, History, University of Mumbai
Thomas Edison State College
HRM Certification, Human Resources Management Certification
US Trust September 2010 - Present
Bank of America September 2005 - September 2010
KPMG June 2000 - August 2005
Skills
Financial Analysis, Cash Flow, Financial Reporting, Tax, Portfolio Management, Investment Portfolios, Fiduciary Management, fiduciary tax, High Net Worth..., Management, Fiduciary, Tax Preparation, Time Management, Asset Allocation, Investments, Wealth Management, Tax Accounting, Employee Benefits, Investment Management, Accounting
Education
Assumption College 1993 — 1996
BA, Accounting
Johnson and Wales University 2010 — 2012
MBA, Financial Management, 3.86
Bank of America February 2012 - Present
US Trust December 2010 - January 2012
Bank of America May 2006 - November 2010
Skills
Banking, Credit, Loans, Retail Banking, Relationship Management, Cross Selling, Financial Services, Consumer Lending, Wealth Management, Credit Cards, Call Center, Customer Service, Event Planning, Sales, Conflict Resolution, PeopleSoft, Call Centers, Retirement Planning, Change Management
Education
Brown University
Bachelor of Arts (B.A.), Ethics & Political Philosophy
University College London, U. of London
Junior Year Abroad, Philosophy
Harding Loevner Management July 2011 - Present
US Trust January 2011 - July 2011
Genesee Investments 2006 - 2010
Wentworth, Hauser and Violich 2004 - 2006
BMO Harris Private Banking 2002 - 2004
Russell Investments 2000 - 2002
Skills
Institutional Sales, Asset Management, Equities, Hedge Funds, Investments, Mutual Funds, Portfolio Management, Fixed Income, Equity Research, Alternative Investments, Investment Management, Capital Markets, Valuation, Derivatives, Wealth Management, Investment Advisory, Bonds, Investment Strategies, Estate Planning, Asset Allocation, Fund Of Funds, Private Equity, Series 7, Bloomberg, Asset Managment, ETFs, Financial Modeling, Financial Markets
Education
Arizona State University 1984 — 1986
BS, Economics
University of Oregon 1982 — 1984
Palo Capital, Inc 2009 - Present
First Foundation, Inc. July 2008 - August 2009
First American Trust, FSB August 2003 - June 2008
Wilmington Trust April 2001 - August 2003
US Trust August 1993 - April 2001
Security Pacific Bank June 1971 - August 1993
Skills
Wealth Management, Start-ups, Strategic Planning, Public Relations, Philanthropy, Asset Allocation, Estate Planning, Financial Analysis, Investments, Nonprofits, Series 7, Fundraising, Public Speaking, Strategic Financial..., Mergers & Acquisitions, Non-profits, Retirement Planning, Management, Investment Advisory, Leadership Development, Investment Management, Strategy
Education
Chapman University, The George L. Argyros School of Business and Economics 1967 — 1971
B.A., Economics and Business Admin
California State University-Long Beach - College of Business Administration 1972 — 1974
MBA, Marketing and Management
George Washington High 1964 — 1967
RDM Financial Group May 2012 - Present
Morgan Stanley Private Wealth Management May 2011 - May 2012
Morgan Stanley Smith Barney 2009 - 2011
U.S. Trust 2000 - 2008
US Trust 1986 - 2000
IBM 1979 - 1986
Education
Brooklyn Law School 1981 — 1985
JD
New York University - Leonard N. Stern School of Business 1978 — 1979
MBA
New York University - Leonard N. Stern School of Business 1974 — 1978
BS, Information Systems
U.S. Trust March 2014 - Present
US Trust November 2012 - Present
MHN Government Services June 2009 - Present
Principal Financial Group October 2008 - February 2009
UBS Wealth Management July 2002 - April 2008
Skills
Investments, Finance, Retirement Planning, Wealth Management, Strategic Financial..., Asset Allocation, Investment Advisory, Retirement, Portfolio Management, Mutual Funds, Investment Strategies, Asset Management, Financial Advisory, Risk Management, Estate Planning, Fixed Income, Financial Analysis, Insurance, Investment Management, Bonds
Education
Arizona State University 1996 — 2001
Bachelor, Mathematics
Lightman Law Firm LLC August 2007 - Present
WTAS 2006 - 2008
US Trust 2004 - 2006
Skills
Visas, Citizenship, Immigration Law, Immigration, H-1B, Immigration Issues, E-2, U.S. Immigration, Naturalization, Consular Processing, L-1, Adjustment Of Status, Attorneys, Waivers, Corporate Law, Legal Writing, O-1, Legal Research, Legal Assistance, Appeals, Courts, Wills
Education
Brooklyn Law School 2001 — 2004
Juris Doctorate, Law
University of Maryland College Park 1996 — 2000
BA, International Relations
Johnson Family Foundation November 2007 - Present
US Trust October 2000 - November 2007
JP Morgan July 1997 - September 2000
Education
Baruch College, City University of New York (CUNY) 2013 — 2015
Master of Science in Education, School of Public Affairs
Hamilton College 1993 — 1997
Bachelor of Arts
JPMorgan Chase January 2013 - Present
HSBC Private Bank April 2012 - December 2012
HSBC Private Bank July 2009 - May 2012
US Trust November 2004 - July 2009
Skills
Series 7, Series 66, Wealth Management, Private Banking, Investment Management, High Net Worth..., Banking, Relationship Management, AML, Loans, Trust Services, FINRA, Uniform Combined State..., Alternative Investments, Fixed Income, Asset Allocation, Portfolio Management
Education
Boston University 2000 — 2004
BA, Finance
Boston University Questrom School of Business 2000 — 2004
BA, Finance
NBCUniversal, Inc. July 2014 - Present
ATLANTIC-ACM July 2012 - July 2014
US Trust June 2011 - August 2011
Skills
Digital Media, Digital Strategy, Analytics, Research, Data Analysis, Market Research, Microsoft Excel, PowerPoint, Competitive Analysis, Qualitative Research, Telecommunications, Strategy
Education
Amherst College 2008 — 2012
Bachelor of Arts (B.A.), Economics
New York University
Study Abroad - Florence, Italy
The London School of Economics and Political Science (LSE)
Summer Program - Financial Accounting
Conestoga High School 2004 — 2008
High School
Financial Services Companies 2012 - Present
J.P.Morgan 2008 - 2012
Bear Stearns & Co. 1997 - 2008
US Trust 1988 - 1995
Skills
NASD LICENSES Series 7..., Languages - Spanish, Capital Markets, Hedge Funds, Risk Management, Securities, Investments, Trading, Portfolio Management, Mutual Funds, Strategy, Finance, Financial Services, Prime Brokerage, Securities Lending, Financial Risk, Cash Management, Fixed Income
Education
Bloomfield College
Bachelor of Business Administration (B.B.A.)
Mansfield Bank September 2012 - Present
Community College of Rhode Island 2012 - Present
CFA Institute 2002 - 2014
Citizens Bank March 2012 - September 2012
South Shore Bank October 2011 - March 2012
The Washington Trust Company August 2009 - July 2011
BankRI March 1999 - March 2008
US Trust September 1996 - February 1999
Bank of Boston September 1985 - September 1996
Skills
Credit Analysis, Credit, Banking, Loans, Cash Flow, Commercial Lending, Portfolio Management, Small Business Lending, Commercial Banking, Credit Risk, Consumer Lending, Underwriting, Risk Management, Accounting, Real Estate, Strategic Planning, Asset Based Lending, Mergers & Acquisitions, Budgets, Monetary Policy, Economics, Financial Statement..., Middle Market Lending, Loan Review, Industry Assesment
Education
Anna Maria College 1986 — 1987
MBA, Business Administration and Management, General
Wocester State College 1981 — 1984
BS, Management
WithumSmith+Brown, PC June 2009 - Present
Baruch College January 2012 - Present
Merrill Lynch September 2007 - June 2009
US Trust September 1999 - August 2007
PricewaterhouseCoopers May 1989 - August 1999
Bessemer Trust July 1983 - April 1989
Arthur Young June 1980 - June 1983
Skills
Income Tax, Accounting, Tax, Philanthropy, Strategic Financial..., Asset Management, CPA, Due Diligence, Estate Planning, Finance, Financial Accounting, Financial Advisory, High Net Worth..., Investments, Leadership, Private Foundations, Risk Management, Tax Advisory, Tax Preparation, Wealth, Wealth Management, Partnership Taxation
Education
Binghamton University 1976 — 1980
BS/BA, BS - Accounting; BA - Economics
College for Financial Planning
CFP® Professional, CFP Professional Education Program
The American College 2011 — 2012
Chartered Advisor in Philanthropy
First American Bank June 2009 - June 2013
Belmont Trust Company July 2004 - June 2009
US Trust May 1998 - June 2004
Skills
Asset Allocation, Asset Management, Estate Planning, Wealth Management
Education
University of Utah S.J. Quinney College of Law 1995 — 1998
J.D., Law
Brigham Young University 1993 — 1995
B.A.
US Trust November 2012 - Present
Brown Brothers Harriman May 1994 - October 2012
Dun & Bradstreet October 1989 - May 1994
Abt Associates 1988 - 1988
Skills
Investment Management, Estate Planning, Wealth Management, Retirement Planning, Mutual Funds, Asset Allocation, Fixed Income, Investments, Investment Advisory, Wealth Management..., Finance, Wealth, Alternative Investments, Securities, Hedge Funds, Series 7, Financial Services, Asset Management
Education
Boston University - School of Management 1998 — 2002
MBA
Lehigh University 1985 — 1989
BS
Belmont Hill School 1979 — 1985
High School
US Trust February 2009 - Present
BankBoston/Fleet/Bank of America June 1993 - Present
R I Hospital Trust November 1985 - June 1993
Leach & Garner Metals August 1983 - November 1985
Skills
Wealth Management
Education
Boston College
Bachelor of Business Administration (BBA), Finance and Marketing
MSI STEM Research & Development Consortium January 2015 - Present
Hackney & Company January 1995 - December 2013
BRT Laboratories, Inc. January 2005 - June 2010
US Trust 1991 - 1993
Alex Brown & Sons 1987 - 1991
JPMorgan 1973 - 1987
Skills
Strategic Planning
Education
University of Pennsylvania - The Wharton School 1971 — 1973
MBA, Finance and Financial Management Services
Boston College Law School 1968 — 1971
JD
Morehouse College 1964 — 1968
BA, Business Administration & Economics
AEPG® Wealth Strategies February 2015 - Present
Summit Medical Group of New Jersey March 2012 - February 2015
Mutual of America September 2007 - April 2009
City National Bank March 2006 - June 2007
ADP July 2004 - December 2005
CitiStreet December 2002 - July 2004
US Trust July 1996 - July 2002
U.S. Trust 1996 - 2002
Guardian Life Insurance Co. January 1990 - July 1996
Skills
CRM, Management, Sales, Leadership, Strategic Partnerships, Business Development, Strategy, Mutual Funds, Relationship Management, Sales Process, 401k, Cross-functional Team..., Financial Services, Selling, Contract Negotiation, Marketing, Investments, Customer Service, Social Networking, Retirement Planning, Employee Benefits
Education
State University of New York at Albany
Business Administration
William Paterson University of New Jersey
Certificate, Dynamics of Organizational Change
National Association of State Boards of Accountancy
Certificate of Continuing Ed on Retirement Planning
NYU School of Professional Studies
Certificate of Business Administration
Hemenway & Barnes February 2015 - Present
Hemenway & Barnes June 2013 - Present
US Trust August 2012 - June 2013
Skills
Charitable Trusts, Non-profit Development, Non-profit Boards, Trust Services, Trusts, Tax Law, Wills, Wealth Management, Legal Writing, Estate Planning, Legal Research, Public Speaking, Legal Documents, Estate Administration, Personal Trust..., Fiduciary Services
Education
Boston University 2014 — 2014
Capstone Course in Financial Planning, Financial Planning
Roger Williams University School of Law 2009 — 2012
Doctor of Law (J.D.)
Fairfield University 2005 — 2009
BA, Political Science
Walters Wicker, Inc. April 2015 - Present
US Trust November 2006 - August 2014
Bank of America August 2005 - November 2006
Bank of America June 2004 - August 2005
Bank of America January 2001 - June 2004
Bank of America January 1999 - June 2001
Skills
Wealth Management, Financial Services, Loans, CRM, Management, Sales, Finance, Team Management, Banking, Relationship Management, Customer Service, Investments, Asset Management
Education
Bergen Community College
Psychology
Brit + Co January 2015 - Present
Brit + Co July 2014 - January 2015
Sailthru 2011 - 2013
BaubleBar Inc. April 2011 - April 2011
Russell Reynolds Associates 2008 - 2011
JPMorgan 2005 - 2007
US Trust 2005 - 2006
The Carter Center 2003 - 2003
Skills
Start-ups, Executive Search, Strategy, Recruiting, Talent Management, Employee Engagement, Human Resources, Management, Leadership, Talent Acquisition, Organizational..., Client/Hiring Manager..., Cross Functional..., Employer Development, Talent Assessment, Technical Recruiting, Startup Consulting, Talent Development, Strategic Hiring, New Business Development, Consulting, Online Marketing, CRM, Change Management, Social Media, Full-cycle Recruiting, Applicant Tracking..., Entrepreneurship, Interviews, Employer Branding, Analytics, Vendor Management, Team Management, Management Consulting, Social Media Marketing, Lead Generation, Strategic Partnerships, HR Department Start-up, Manage Client..., Marketing, Compensation Strategies, E-commerce, Strategic HR, Compensation & Benefits..., Organizational Design, Human Capital, Executive Staffing, Staffing Plans, Process Optimization, Organizational Structure
Education
Bucknell University 2001 — 2005
BA, Economics and Psychology
Crystal Springs Uplands School
Self Directed July 2014 - Present
US Coast Guard Foundation October 2013 - Present
US Trust March 1993 - July 2014
Bank of America 2012 - 2013
Bank of America, Corporate Banking July 1985 - March 1993
U.S. Coast Guard October 1977 - October 1981
Skills
Estate Planning, Wealth Management..., High Net Worth..., Investment Management, Wealth Management, Asset Allocation, Financial Planners, Retirement Planning, Team Leadership, Investment Strategies, Financial Services, Strategic Financial..., Portfolio Management, Banking, Investments, Investment Advisory, Private Banking, Alternative Investments, Equities, Mutual Funds, Securities, Series 7, Entrepreneurship, Leadership, Hedge Funds, Credit, Asset Management, Financial Advisory, Finance, Private Equity
Education
Florida State University - College of Business 1983 — 1985
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
Broward Community College 1982 — 1983
Business/Managerial Economics
Prudential Douglas Elliman 2010 - Present
English Proficiency for Pilots 2010 - 2012
Brown Harris Stevens March 1999 - 2010
Carroll Real Estate Group 1993 - 1999
The Corcoran Group 1989 - 1993
Morgan Stanley Smith Barney 1982 - 1985
US Trust 1980 - 1982
Merrill Lynch 1977 - 1980
Skills
Condos, Sellers, Investments, Investment Properties, Real Estate, FLuent in Spanish,..., Property
Education
Adelphi University
MBA, International Banking
La Sorbonne
French Literature
Universite Laval, Quebec, Canada
French Literature, Masters Degree in French Literature
University of Houston
B.A., French Literature, Minor in Spanish
US Trust March 2008 - Present
The Ayco Company, L.P. August 2003 - March 2008
Skills
Wealth Management..., Wealth Management, Strategic Financial..., Estate Planning, Asset Managment, Alternative Investments, Asset Allocation, Asset Management, Equities, Financial Planning, High Net Worth..., Investments, Portfolio Management, Hedge Funds, Investment Management, Mutual Funds, Private Equity, Securities
Education
Albany Law School of Union University 2000 — 2003
Doctor of Law (JD)
Princeton University 1995 — 1999
Bachelor of Arts (BA), History
High Point Bank June 2012 - Present
Greensboro Estate Planning Council March 2009 - Present
Children's Home Society of North Carolina August 2011 - October 2014
North Carolina Planned Giving Council January 2010 - December 2013
US Trust July 2009 - June 2012
First Citizens Bank April 2004 - July 2009
Wachovia, A Wells Fargo Company December 1999 - April 2004
Wachovia, A Wells Fargo Company November 1995 - December 1999
Wachovia, A Wells Fargo Company June 1995 - November 1995
Wachovia, A Wells Fargo Company August 1994 - June 1995
Skills
Wealth Management, Investments, Relationship Management, Personal Trust..., Planned Giving, Private Foundations, Non-profit Board..., New Business Development, Nonprofits, High Net Worth..., Estate Planning, Investment Management, Financial Services, Philanthropy, Wealth Management..., Asset Allocation, Retirement Planning, Strategic Financial..., Commercial Lending, Wealth, Private Banking, Personnel Management, Asset Management, Investment Strategies, Trust Management, IRAs, Charitable Gift Planning, Charitable Trusts, Charitable Gift..., Experienced Speaker, Trust Services, Financial Planning
Education
College for Financial Planning 2012 — 2012
Accredited Asset Management Specialist (AAMS)
National Graduate Trust School @ Northwestern 2003 — 2004
Certified Trust and Financial Advisor (CTFA), National Graduate Trust School Level I & II
Florida State University 2000 — 2002
Certificate in Financial Planning
Institute of Certified Bankers - Trust Operations School 1997 — 1997
CSOP, Certifed Securities Operations Professional
Appalachian State University
BSBA, Finance
Grimsley
U.S. Bank February 2012 - Present
US Trust April 2004 - February 2012
BNY Mellon July 1995 - April 2004
North Fork Bank 1988 - 1995
Shea and Gould 1983 - 1988
Skills
Finance, Investments, Financial Risk, Financial Services, Estate Planning, Trust Services, Strategic Financial..., Personal Trust..., Estate Administration, Estate Tax Planning, Succession Planning, Charitable Trusts, Charitable Gift Planning, Trusts, Management, Wealth Management, Financial Planning, Asset Management, Mergers & Acquisitions, Asset Allocation, Equities, Mutual Funds, Alternative Investments, High Net Worth..., Securities
Education
Saint John's University School of Law 1980 — 1983
Doctor of Law (JD), Law
Boston College 1976 — 1980
Bachelor of Arts (B.A.), Accounting
st kilian
st kilian
st kilian
Viacom 2014 - 2014
Viacom 2014 - 2014
First Tennessee Bank July 2012 - December 2013
First Tennessee Bank October 2011 - July 2012
The Park Avenue Bank April 2007 - April 2009
North Fork Bank January 2005 - April 2007
US Trust July 1990 - November 2004
Skills
licensed mortgage..., Client Relationship..., Client Acquisition, Client Interfacing, Mortgage Lending, Commercial Mortgages, Residential Mortgages, Client Communications, Selling Skills, Employee Management, Loans, Banking, Commercial Lending, Credit, Small Business Lending, Consumer Lending, Commercial Banking, Loan Origination, Retail Banking, Refinance, Relationship Management, Branch Management, Cross Selling, Lines Of Credit, Credit Analysis, Sales, Coaching, Finance, Financial Services
Education
Baruch College 1987 — 1988
Business Administration
US Trust March 2013 - Present
Eaton Vance November 2009 - March 2013
Eaton Vance August 2007 - November 2009
Skills
Fixed Income
Education
Babson College 2003 — 2007
BS, Finance
Brooks School 1999 — 2003
Diploma
The Glenmede Trust Company, N.A. April 2012 - Present
Amicorp Services Ltd. September 2011 - March 2012
PNC Wealth Management September 2009 - September 2011
Lane Bridgers Wealth Management Group May 2009 - September 2009
US Trust March 2007 - November 2008
BNY Mellon November 2004 - March 2007
PNC Investments August 2000 - October 2004
Prudential Securities November 1996 - August 2000
Skills
Wealth Management, Investments, Financial Planning, Trust Services, Insurance, Philanthropy, Estate Planning, Asset Management, Asset Allocation, Strategic Financial..., Wealth Management..., High Net Worth..., Wealth, Investment Management, Financial Services
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1985 — 1988
J.D., Law
University at Albany, SUNY 1981 — 1985
B.A., Major in History/Minor in Business
US Trust June 2008 - Present
Sun Microsystems, Inc. June 2001 - August 2006
Education
Boston University Questrom School of Business 2006 — 2008
MBA, Finance & Entrepreneurship
Colgate University 1997 — 2001
BA, Political Science, Economics
Goldman Sachs April 2004 - Present
CLSC 2012 - 2014
UBS May 1999 - April 2004
US Trust March 1995 - May 1999
Skills
Estate Planning, Trust Services, Personal Financial..., Wealth Preservation..., Wealth Management..., High Net Worth..., Strategy, Asset Management, Portfolio Management, Alternative Investments, Finance, Investment Management, Wealth Management, Financial Planning, Securities, Corporate Law, Investments, Private Equity, Series 7
Education
Fordham University School of Law 1991 — 1994
JD
Brandeis University 1987 — 1991
BA
King's College London 1990 — 1990
Interactive Data January 2009 - Present
State Street Corporation July 2007 - December 2008
Oracle Corporation June 2004 - June 2007
Oracle Corporation April 2003 - June 2007
Investors Bank & Trust February 2002 - June 2007
Investors Bank & Trust September 2000 - February 2002
US Trust/Citizens Financial Group September 1998 - May 2000
US Trust 1998 - 2000
Lexington Savings Bank 1997 - 1998
Fleet Bank 1994 - 1997
Skills
Payroll, Cash Management, Financials, Purchasing, Benefits, Procurement, Portfolio Management, Salesforce.com, SharePoint, Learning Management, Accounts Payable, General Ledger, Fixed Assets, HRIS, ADP, Accounts Receivable, Resource Management, Financial Reporting, Accounting, Oracle Financials, Strategic Sourcing, Project Accounting, Oracle General Ledger, Oracle E-Business Suite, OBIEE, Oracle HR, Outlooksoft, Oracle Applications, Oracle, Enterprise Software, Business Analysis, ERP, Financial Analysis, CRM, SDLC, Outsourcing, Integration, Executive Management, Cross-functional Team..., Executive-level..., Project Management
Education
Babson College 1990 — 1992
BS, Accounting
Standard Life Investments October 2010 - Present
JPMorgan Asset Management October 2006 - October 2010
US Trust September 2003 - October 2006
American Century April 2001 - September 2003
American Century Investments 2001 - 2003
State Street Research 2000 - 2001
Baring Asset Management 1996 - 2000
Education
Boston University 1991 — 1995
BA, International Relations, Economics
citizens bank April 1991 - Present
US Trust June 1990 - September 2000
Plymouth Home National Bank April 1981 - April 1986
Skills
Consumer Lending, Deposits, PowerPoint, Microsoft Office, Banking, Microsoft Excel, Budgets, Cash Management, Relationship Management, Risk Management, Mortgage Banking, Portfolio Management, Outlook, Financial Analysis, Treasury Management, Financial Services
Education
Boston College 1976 — 1980
BA, Elementary Education and Teaching
Law Debenture Trust Company of New York October 2012 - Present
HSBC January 2006 - October 2012
Wachovia Bank July 2004 - January 2006
The Bank of New York March 2002 - July 2004
US Trust February 1985 - March 2002
Skills
Loans, Fixed Income, Corporate Trust, ABS, Bonds, Structured Finance, MBS, Structured Products, Securities, Financial Services, Derivatives, Banking, Capital Markets, Corporate Finance, Risk Management, Investments, Portfolio Management, Credit Derivatives, Credit, Securitization, Commercial Banking, Financial Markets, Credit Risk, Financial Structuring, Investment Banking
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
MBA, Management
Rutgers, The State University of New Jersey-Newark 1980 — 1984
BA, Economics
Bank of America Merrill Lynch August 2010 - Present
Medco August 2008 - August 2010
US Trust September 1999 - July 2008
U.S. Trust September 1999 - 2008
JPMorgan Chase July 1998 - August 1999
Morgan Stanley Dean Witter August 1996 - July 1998
Education
Abu Rayhon Beruniy Nomidagi Toshkent Davlat Texnika Universiteti 1984 — 1989
TD Ameritrade April 2013 - Present
Prudential Financial August 2011 - Present
JP Morgan Chase October 2008 - July 2011
Merrill Lynch September 2007 - April 2008
Prudential Investments December 1997 - June 2007
Prudential Financial 1997 - 2007
US Trust 1989 - 1995
Skills
Risk, Analysis, Budgeting, Planning, Coaching, Requirements Analysis, Accounting, Securities, Client Services, Investments, Banking, Financial Risk, Budgets
Education
Baruch College, City University of New York (CUNY) 1993 — 1995
MBA, Business Management
US Trust May 2010 - Present
Evergreen OFFIT Investment Group June 1997 - June 2007
Skills
Fixed Income, Asset Management, Investments
Education
Cannon Financial Institute 2013 — 2014
Cannon Trust I, II, III
Baruch College, City University of New York (CUNY) 1993 — 2001
iGATE April 2012 - Present
iGATE Global Solutions November 2008 - Present
iGate Mastech December 2007 - November 2008
iGate Mastech December 2007 - November 2008
US Trust 2003 - 2008
iGATE Global Solutions 2000 - 2007
Skills
COBOL, JCL, CA-7, Project Coordination, Easytrieve, Microsoft Word, Microsoft Excel, CICS, NDM, Transmission
Education
Bangalore University 1997 — 2000
Citigroup February 2000 - June 2015
ARM Capital Advisors, New York, NY September 1999 - December 1999
Chase Manhattan Corporation 1995 - 1999
US Trust 1989 - 1995
Dean Witter Reynolds Inc, New York, NY 1988 - 1989
Salomon Brothers Inc, New York, NY 1986 - 1988
E.F. Hutton and Company, New York, NY 1984 - 1986
Skills
Bloomberg, Fixed Income, Asset Management, Banking, Equities, Capital Markets, Strategic Planning, Risk Management, Electronic Trading, Market Data, Securities, Investments, Asset Managment, Management, Portfolio Management, Financial Services, Hedge Funds, Derivatives, Mutual Funds, Wealth Management, Trading Systems, Financial Markets, Alternative Investments, Trading, Middle Office, Bonds, Series 7, Investment Banking, Product Management, Product Development, Project Management, Business Analysis, Relationship Management, Vendor Management, Finance, SDLC, Financial Analysis, Program Management, Financial Risk, Financial Modeling, Strategy, Mergers & Acquisitions, Valuation
Education
Kean University 1982 — 1985
Business Administration
Caldwell University
Business Administration
Expect Miracles Foundation - Financial Services Against Cancer May 2015 - Present
JPMorgan Chase May 2013 - Present
Citi Hedge Fund Services April 2010 - April 2013
State Street Corporation July 2007 - December 2008
Investors Bank & Trust April 1998 - July 2007
JPMorgan Chase October 1995 - April 1998
US Trust April 1988 - October 1995
Fidelity Investments April 1987 - April 1988
The Boston Company April 1982 - April 1987
State Street May 1980 - April 1982
Education
Bentley University 1976 — 1980
Consonance Capital September 2005 - Present
US Trust July 1996 - August 2005
US Trust Company of NY 1996 - 2005
Skills
Hedge Funds, Alternative Investments, Equities, Asset Management, Finance, Investments
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
Alfred University 1989 — 1993
BS, Accounting
NBCUniversal, Inc. February 2013 - Present
Morgan Stanley April 2006 - January 2013
US Trust June 2001 - April 2006
Merrill Lynch August 1996 - June 2001
Merrill Lynch, First Boston, DTC, Pershing July 1987 - January 1996
Skills
Data Warehousing, Sybase, Databases, Software Development, Oracle, Business Intelligence, Informatica, Teradata, Agile Methodologies, Enterprise Architecture, Process Improvement, DB2, Business Objects, SharePoint, Data Modeling, SQL, Database Design, Project Management, IT Management, SDLC, Business Analysis, Performance Tuning, Analytics, Microsoft SQL Server, ETL, Unix, Software Project..., SQL Tuning, IT Strategy, Database Administration, SOA, Visio, Governance, Data Mining
Education
University of Pennsylvania - The Wharton School 2007 — 2009
EMTM, Executive Masters in Technology Management, Joint Program between Wharton and UPenn Engineering
Binghamton University 1984 — 1987
MS, Computer Science
US Trust March 2011 - Present
Bank of America Global Cash Management January 2007 - September 2011
Columbia Management 2006 - 2009
Fidelity Investments 2001 - 2006
Fidelity Investments August 1996 - 2001
Skills
Investments, Financial Planning, Wealth Management, Business Strategy, Institutional, Strategic Financial..., Fixed Income, Asset Allocation, Finance, Financial Services, Portfolio Management, Management, Asset Management, Mutual Funds, Equities, Alternative Investments, Hedge Funds, Securities, Investment Management, Series 7
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1996
MBA, Finance
Villanova University 1988 — 1992
Bachelor’s of Science, Finance, General
iGATE April 2012 - Present
IGate Global Solutions November 2008 - Present
US Trust May 2003 - June 2008
Education
Bangalore University 1997 — 2000
B.Sc, Computer Science
US Trust May 2010 - Present
Interlachen Capital Group March 2008 - August 2009
Allegiance Capital Customized Investments March 2006 - December 2007
Evergreen Investments April 2003 - March 2006
BB&T Asset Management October 2002 - April 2003
Financial Consultant March 2001 - October 2002
E*Trade Bank November 2000 - April 2001
Banc of America Capital Management March 1993 - March 2000
The Boston Company June 1991 - March 1993
Hewlett-Packard GmbH 1990 - 1990
Skills
ABS, Residential Mortgages, Fixed Income, Hedge Funds, Mutual Funds, CMBS, sovereign bonds, Trust Management, Fixed Income Portfolio..., Fixed Income Strategies, BondEdge, Total Return, Institutional Portfolio..., Separately Managed..., Institutional..., Capital Markets, Asset Management, Investment Management, Investments, Portfolio Management, Alternative Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1990
MBA, Finance
Kenyon College 1984 — 1987
BA, Chemistry
Princeton Financial Systems May 2007 - Present
Concord Advisory Group January 2003 - May 2007
JPMorganChase September 1995 - September 2002
US Trust October 1994 - September 1995
HSBC Asset Management March 1993 - September 1994
Neuberger Berman January 1992 - March 1993
Neuberger Berman June 1990 - December 1991
Skills
Fixed Income, Equities, Investments, Business Analysis, Analysis, Middle Office, Performance Measurement, Performance Attribution, Finance, Financial Services, Integration, Management
Education
Hofstra University 1993 — 2000
MBA, Banking and Finance
State University of New York at Binghamton 1986 — 1990
BA, Mathematics
bank of amer June 2008 - Present
US Trust September 2007 - June 2008
State Street September 2005 - September 2007
Skills
Bloomberg, Financial Services, Fixed Income, Middle Office, Settlement, Corporate Actions, Equities, Securities, Mutual Funds, Client Services, Investment Management
Education
Bryant University 2000 — 2004
Goodwin Procter LLP January 2012 - Present
Wells Fargo May 2009 - October 2011
U.S. Trust/Bank of America Private Wealth Management 2007 - 2009
US Trust October 2003 - July 2007
State Street Bank / State Street Global Advisors 1992 - 2003
First National Bank of Boston 1986 - 1994
Skills
Trusts, Estate Planning, Management, Trust Services, Fiduciary, Estate Law, Estate Tax Planning, Wealth Management, Alternative Investments, Securities, Portfolio Management, Accounting, Hedge Funds, Risk Management, Banking, Investments, Series 7, Investment Management, Estate Administration, Investment Advisory, High Net Worth..., Wealth Management...
Education
Boston University School of Law 1980 — 1981
LL.M., Taxation
Suffolk University Law School 1977 — 1980
JD, Law
Boston College 1972 — 1977
BA, History
GE Capital October 2011 - Present
York Capital Management March 2010 - October 2011
Morgan Stanley Investment Management July 2006 - March 2010
US Trust August 2002 - June 2006
Skills
Hedge Funds, Asset Management, Securities, Alternative Investments, Fixed Income, Equities, Mutual Funds, Investments, Capital Markets, Financial Services
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1992 — 1995
Juris Doctor (J.D.)
Syracuse University 1988 — 1992
Bachelor's Degree, English/Political Science
TheraMind Services, Inc. June 2012 - Present
Rackemann, Sawyer & Brewster January 2008 - 2009
Goodwin Procter LLP February 2005 - January 2008
US Trust 2004 - 2005
Howrey LLP 2001 - 2003
Skills
Estate Planning, Trusts, Litigation, Legal Research, Legal Writing, Estate Administration, Estate Tax Planning, Trust Services, Trust Management, Charitable Trusts, Income Tax, Neuromodulation, Due Diligence, Gift Tax, Tax, Estate Law, Nonprofits, Charities, Courts, Legal Assistance
Education
Boston University School of Law 2005 — 2007
LL. M., Taxation
Boston College Law School 1998 — 2001
J.D., Tax Law/Taxation
Washington and Lee University 1994 — 1998
B.A., Politics and French
Lake FOrest High School 1990 — 1994
Forrest Solutions June 2006 - Present
yankee clubhouse 2001 - 2006
US Trust 1994 - 1998
Skills
Applicant Tracking..., Recruiting, Executive Search, Internet Recruiting, Talent Acquisition, Technical Recruiting, Contract Recruitment
Education
American International College 1988 — 1992
edgemont high school
Bank of America/USTrust Vice PresidentU.S. Trust, Bank of America Private Wealth Management2004 - Present
US Trust 2004 - 2006
Rubin and Rudman LLP 2002 - 2005
Testa, Hurwitz & Thibeault, LLP 1999 - 2002
Testa, Hurwitz & Thibeualt, LLP 1998 - 2002
Posternak Blankstein & Lund 1996 - 1999
Education
Boston University School of Law 1992 — 1995
JD, Law
Bowdoin College 1979 — 1983
BA, Government/Legal Studies, Art History
Rockefeller & Co. Managing DirectorRockfeller & Co., Inc.November 2007 - Present
US Trust 1996 - 2006
Education
American University - Kogod School of Business 1981 — 1984
Columbia Management Advisors May 2010 - Present
US Trust September 2004 - May 2010
Education
Boston University
Eastern Bank 2005 - 2012
Citizens Bank 1999 - 2004
US Trust 1988 - 1999
Skills
Customer Service, Credit, Banking, Outlook, Customer Relations, Microsoft Excel
Education
Bridgewater State University
Hanson
Wilmington Trust Company February 2006 - Present
US Trust April 2000 - April 2005
Education
Alvernia University 1987 — 1994
BA, Business and History
Schroders March 2007 - Present
US Trust March 2004 - March 2007
MFS Investment Management June 1996 - January 2004
Education
St. Lawrence University 1986 — 1990
Bachelor's degree
Babson College 1993 — 1995
Master of Business Administration (MBA)
Reverse Mortgage Funding LLC April 2014 - Present
Security 1 Lending August 2012 - March 2014
MetLife Home Loans December 2009 - September 2012
DeCampa Corp d/b/a A Little Shoppe of Flowers September 2008 - December 2009
U.S. Trust, Bank of America Private Wealth Management April 2004 - August 2008
US Trust January 2000 - April 2004
Kinko's April 1996 - June 1999
Skills
SDLC, Process Development, Operations Management, Quality Assurance
Education
ESI 2011 — 2012
CBAP certification, Business Analysis
Baruch College, City University of New York (CUNY) 2002 — 2008
BBA, Operations Management - 2008
Babson Capital Management June 2014 - Present
Brookside Mezzanine Partners November 2013 - May 2014
Romney for President July 2012 - November 2012
US Trust August 2008 - July 2012
Romney for President, Inc. January 2007 - February 2008
National Republican Senatorial Committee September 2006 - December 2006
U.S. House of Representatives May 2005 - July 2005
Skills
Public Policy, Policy Analysis, Research, Private Equity, Financial Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (M.B.A.)
St. Lawrence University 2002 — 2006
Franklin College Switzerland 2005 — 2005
Millbrook School 1999 — 2002
US Trust 2003 - 2007
U.S. Trust Company of New York 1996 - 2003
Chase Manhattan Bank 1983 - 1996
IBM 1978 - 1983
Skills
Alternative Investments, Portfolio Management, Private Banking, Hedge Funds, Management, Asset Management, Wealth Management, Budgets, Wealth Management..., Financial Services, Strategic Planning, Risk Management, Product Development, High Net Worth..., Asset Allocation, Investments, Asset Managment, Financial Analysis
Education
University of North Florida 2005 — 2012
Bachelor of Fine Arts (BFA), Painting and Drawing, Summa Cum Laude
Boston University 1977 — 1978
MBA, Finance
Boston University 1974 — 1977
MA, Mathematics - Computer Science
Boston University 1972 — 1974
BA, Mathematics
Byram Hills High School 1968 — 1970
Key Bank March 2011 - Present
MyLifeLine.org Cancer Foundation 2011 - Present
Instantania Media, Inc. March 2009 - April 2011
Merrill Lynch Private Bank October 2006 - March 2009
US Trust October 2002 - October 2006
Northern Trust 2000 - 2002
Skills
Wealth Management..., High Net Worth..., Wealth Management, Private Banking, Alternative Investments, Asset Managment, Equities, Portfolio Management, Investments, Investment Advisory, Asset Allocation, Hedge Funds, Investment Management, Estate Planning, Investment Strategies
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1986 — 1989
1989, JD
Skidmore College 1982 — 1986
BA, Psychology
Glenmede Trust Company November 2008 - Present
US Trust June 1993 - October 2008
Bank of New York Mellon 1987 - 1993
Shearson Lehman brothers 1983 - 1987
Continental Insurance Corp. 1978 - 1983
Education
Thunderbird School of Global Management 1977 — 1977
MIM
Bucknell University 1972 — 1976
ba
Deerfield Academy 1969 — 1972
Cambridge Trust Company January 2015 - Present
Cambridge Trust Company July 2014 - Present
Cambridge Trust Company December 2012 - Present
Cambridge Trust Company August 2011 - December 2012
US Trust May 2009 - August 2011
US Trust January 2006 - May 2009
Skills
Estate Planning, Strategic Financial..., Trusts, Wealth Management..., Trust Management, Retirement Planning, High Net Worth..., Trust Services, Wealth Management, Investment Management, Financial Planning
Education
Boston University 2010 — 2011
Center of Professional Education, Certificate of Financial Planning
Bentley University 2001 — 2005
BS, Accounting, Management
US Trust August 2007 - Present
Bank Of America Private Wealth Managment 2004 - 2007
Fleet 1991 - 2004
Education
Boston University School of Law 1994 — 1996
LLM, Taxation
New York University
MPA
Quinnipiac University School of Law
JD
Southern New Hampshire University
BS
University of Connecticut
Y/CAP Management, LLC July 2009 - Present
Independent Consultant September 2008 - June 2009
US Trust December 1997 - August 2008
Skills
Financial Research, Capital Structure, Debt Restructuring, Alternative Investments, Hedge Funds, Investment Management, Wealth Management, Asset Managment, Equity Research, Asset Allocation, Equities, Portfolio Management, Mutual Funds, Investments, Fixed Income
Education
Fordham Gabelli School of Business 2000 — 2002
Master of Business Administration (MBA), Accounting and Finance, 3.9
Adelphi University 1991 — 1995
Bachelor of Science (BS), Banking & Money Management and Business Management, 3.4
US Trust October 2004 - Present
Education
Boston University 1989 — 2003
B.A, Economics
FINRA October 2014 - Present
AXA Equitable July 2012 - October 2014
MorganStanleySmithBarney February 2010 - July 2011
US Trust 2004 - 2008
MONY 2000 - 2004
Prudential Insurance 1996 - 2000
Skills
Investments, Banking, Customer Service, Mutual Funds, Securities, Financial Services, Series 63, Asset Management, Fixed Income, Investment Advisory, FINRA, Equities, Wealth Management, Series 7, Capital Markets, Hedge Funds, Alternative Investments, AML, Asset Allocation, Trading, KYC
Education
Baruch College 1980 — 1984
BBA, Marketing Management
Robert K. Young & Associates July 2015 - Present
New York State Senate January 2011 - July 2015
Tully Rinckey PLLC January 2009 - January 2011
Albany Law School August 2009 - May 2010
Albany Law School August 2009 - May 2010
Thomson Reuters Westlaw August 2008 - May 2010
New York State Senate May 2008 - August 2008
New York State Assembly January 2007 - June 2007
US Trust June 2006 - August 2006
New York State Assembly January 2006 - May 2006
Skills
Legal Research, Press Releases, Workshop Facilitation, Proposal Writing, Spreadsheets, Legal Writing, Westlaw, Legislative Relations, Litigation, Civil Litigation, Courts, Mediation, Policy, Legislation, Public Policy, Legislative Research, Hearings, Lexis, State Government, Legislative Affairs, Policy Analysis, Government, LexisNexis, Criminal Law, Public Speaking, Research, Legal Assistance
Education
Albany Law School of Union University 2007 — 2010
J.D.
University at Albany, SUNY 2003 — 2007
B.A., English
Xavier High School 1999 — 2003
Pfaffinger Foundation 2003 - Present
The American Red Cross 1999 - Present
MSAC Foundation March 2012 - January 2014
Wilmington Trust FSB October 2005 - July 2011
US Trust January 1990 - December 2004
Southern California Edison January 1978 - December 1989
Skills
Investment Management, Alternative Investments, Asset Allocation, Wealth Management, Investment Advisory, Estate Planning, Philanthropy, Asset Managment, Investments, Mutual Funds, Portfolio Management, Securities, Investment Strategies, High Net Worth..., Strategic Financial..., Financial Modeling, Wealth Management..., Hedge Funds, Asset Management, Equities, Financial Analysis, Financial Advisory
Education
California State Polytechnic University-Pomona 1974 — 1978
MBA, Finance
University of California, Riverside 1967 — 1971
BA, Mathematics
BNYMellon November 2011 - Present
Wells Fargo August 2009 - November 2011
Rockefeller & Co., Inc. November 2007 - March 2009
US Trust March 1996 - March 2006
Citibank 1985 - 1992
Skills
Wealth Management, Alternative Investments, Asset Allocation, Estate Planning, Private Banking, Investment Management, Wealth, Wealth Management..., Series 7, Leadership, Investments, Program Management, Portfolio Management, Management, Asset Managment, Asset Management, Banking
Education
American University - Kogod School of Business 1981 — 1984
MBA, Finance
Auburn University 1978 — 1981
BS, International Business
Northern Trust August 2010 - Present
US Trust August 2005 - August 2010
Merrill Lynch April 2001 - August 2005
Fleet Bank May 1993 - April 2001
BayBank Boston 1987 - 1993
Skills
Series 7, Wealth Management, Alternative Investments, Asset Managment, Asset Allocation, Due Diligence, Financial Services, Risk Management, High Net Worth..., Hedge Funds, Bonds, Private Banking, Asset Management, Mutual Funds, FINRA, Equities, Retirement Planning, Investment Management, ETFs, Investment Strategies, Securities, Financial Markets, Portfolio Management, Estate Planning, Series 24, Wealth Management..., Private Equity, Fixed Income, Series 63, Venture Capital, Capital Markets, Investments, Financial Advisory, Strategic Financial..., Investment Advisory
Education
Babson College - Franklin W. Olin Graduate School of Business 1985 — 1987
MBA, Finance
Boston College 1978 — 1982
BS, Chemistry
Boston College High School 1974 — 1978
NEPC, LLC June 2012 - Present
NEPC, LLC December 2011 - June 2012
NEPC, LLC April 2010 - December 2011
US Trust October 2009 - April 2010
Skills
Private Equity, Bloomberg, Investments, Portfolio Management, Asset Allocation, Alternative Investments, Financial Analysis, Investment Management, Due Diligence, Finance, Hedge Funds
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Boston University - School of Management 2005 — 2009
Bachelor of Science, Business Administration
Biogen Idec April 2014 - Present
Genzyme March 2013 - Present
Genzyme October 2011 - Present
Pfizer June 2010 - November 2011
Pfizer Pharmaceuticals July 2009 - July 2010
Pfizer May 2006 - July 2009
Pfizer July 2003 - May 2005
Metavante March 2000 - December 2002
US Trust January 1999 - March 2000
BankBoston December 1996 - January 1999
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2003
MBA, Marketing
University of Rhode Island - College of Business Administration 1992 — 1996
BS, Business Administration
Wells Fargo Bank, N.A. June 2002 - Present
JPMorgan Chase July 1988 - May 2002
US Trust 1985 - 1988
Skills
Estate Planning, Banking, Trusts, Wealth Management, Loans
Education
Adelphi University 1986 — 1988
CFP(r), Certified Financial Planner(r) Certificant
Pace University 1978 — 1986
BBA, Public Accounting
Coldwell Banker Residential Brokerage December 2013 - Present
Coldwell Banker Residential Brokerage January 2007 - December 2013
US Trust 2004 - 2006
Greenpoint Financial Corp 2000 - 2004
Astoria Federal Savings 1998 - 2000
Long Island Savings Bank 1988 - 1998
Goldman Sachs 1983 - 1988
Skills
Relocation, First Time Home Buyers, Townhomes, Listings, Buyer Representation, Condos, Short Sales, Sellers, Referrals, Single Family Homes, Luxury, New Home Sales, Foreclosures, Buyers, Rentals, Investors
Education
Adelphi University
University of Tennessee-Knoxville
US Trust December 2004 - Present
Charles Schwab 2000 - 2004
Skills
Chartered Financial..., Asset Allocation, Investments, Investment Advisory, Alternative Investments, Wealth Management, Portfolio Management, Investment Strategies
Education
Ball State University - College of Business 1995 — 1999
B.A., Economics
HSBC November 2014 - Present
HSBC July 2013 - November 2014
Bessemer Trust April 2010 - January 2013
Bank of America August 2008 - April 2010
US Trust 2008 - 2010
Bank of America 1997 - 2009
Skills
Estate Planning, Financial Planning, Private Wealth..., Wealth Management, Investment Management, Wealth Management..., Private Banking, Investments, Asset Allocation, Mutual Funds, Series 7, Asset Management, Trust Management, Portfolio Management, Financial Services, Banking
Education
St. John's University School of Law 2002 — 2006
J.D.
Baruch College, City University of New York (CUNY) 1994 — 1996
M.B.A., Finance
Boston University 1985 — 1989
B.S.
Simsbury Public Schools September 2011 - June 2013
MassMutual Financial Group October 2006 - December 2008
Parker Poe Adams & Bernstein LLP March 2005 - October 2005
Parker Poe Adams & Bernstein LLP 2003 - 2005
Dillards 1999 - 2001
US Trust 1993 - 1995
Paine Webber 1985 - 1993
Skills
Proofreading, Editing, Research, Newsletters
Education
Saint John's University 1990 — 1993
MLS, Library Science
Adelphi University 1984 — 1984
Certification, Paralegal Studies
Charter Oak State College 1980 — 1981
BS, Business Studies
U.S. Trust February 2015 - Present
U.S. Trust November 2009 - February 2015
US Trust October 2007 - November 2009
Bank of America September 2005 - October 2007
Education
Belmont Abbey College 1993 — 1997
Bachelor of Arts (BA), Business Administration and Management, General
US Trust March 2006 - Present
Education
University of Chicago Graduate School of Business 1991 — 1993
MBA, Finance
Boston College 1984 — 1988
BA, Economics
JPMorgan Chase & Co. November 2014 - Present
Bank of America May 2014 - November 2014
A Broader View Volunteers Corp/ Freelance Volunteer October 2013 - December 2013
US Trust April 2008 - September 2013
Bank of America September 2006 - April 2008
Commerce Bank April 2004 - September 2006
Skills
Wealth Management, Private Banking, Banking, Mortgage Lending, Portfolio Management, Relationship Management, Bloomberg, Loans, Bilingual-English/Spanis..., Fundraising, Microsoft Office, Dependable Team Player, Cash Management, Credit, AML, Cross Selling, Finance, Risk Management, Anti Money Laundering, Customer Service, Financial Analysis, Financial Risk, Management
Education
Baruch College, City University of New York (CUNY)
Bachelor's, Corporate Communications
EMC Asst. VPThe Chase Manhattan Bank1995 - 2000
US Trust 1986 - 1995
Guardian Life Insurance 1981 - 1986
Education
Baruch College, City University of New York (CUNY)
BBA
US Trust December 1988 - Present
Skills
Real Estate Asset..., Private Wealth..., Wealth Management...
Education
Assumption College
New England School of Finance
Private Sector January 2014 - Present
PwC November 2010 - January 2014
McGladrey & Pullen September 2006 - April 2011
US Trust February 2006 - April 2007
Skills
Private Equity, Hedge Funds, Fund Accounting, Valuation, Auditing, Accounting, Alternative Investments, Fixed Income, Asset Management, Fund Of Funds, Financial Statements, US GAAP, Assurance, Financial Audits, Financial Services
Education
City University of New York-Baruch College 2002 — 2006
BBA, Accounting
US Trust April 2004 - Present
Bank of New York Mellon July 1995 - April 2004
Education
St. John's University School of Law 1980 — 1983
JD, Law
Boston College 1976 — 1980
BS, Accounting
UBS Wealth Management February 2015 - Present
UBS Wealth Management June 2012 - February 2015
Siguler Guff & Company June 2010 - June 2012
Brahma Management July 2009 - June 2010
Empanada Joe's LLC October 2008 - April 2009
US Trust June 2006 - November 2008
Northwestern Mutual September 2004 - June 2006
Skills
Marketing, Event Management, Marketing Strategy, Microsoft Office, Account Management, Strategic Planning, Non-profits, New Business Development, Competitive Analysis, Event Planning, Social Media, Vendor Management
Education
Binghamton University 2000 — 2004
BS, Chemistry
Eagle Ridge Investment Management, LLC August 2008 - Present
Cramer Rosenthal McGlynn October 2002 - July 2008
US Trust October 1993 - September 2002
Skills
Alternative Investments, Asset Managment, Investments, Portfolio Management, Equities, Investment Advisory, Mutual Funds, Investment Management, Asset Allocation, Private Equity, Equity Research, Wealth Management, Financial Modeling, Due Diligence, Wealth Management..., Valuation, Investment Strategies
Education
NYU Stern School of Business 1972 — 1974
Master of Business Administration (MBA), Finance, General
Brown University 1967 — 1971
Bachelor's degree, Economics
Atlanta Capital Group January 2013 - Present
Optimum Growth Advisors, LLC July 1996 - December 2012
US Trust November 1992 - April 1996
Campbell Cowperthwait & Company September 1988 - October 1992
E.F. Hutton & Company September 1985 - September 1988
Skills
Portfolio Management, Securities Analyst
Education
Boston College 1981 — 1985
BA, Economics
JCP Downtown August 2011 - Present
The Studio School October 2010 - June 2011
US Trust June 2007 - August 2010
Washington University Department of Romance Languages August 2006 - December 2006
Comedy Central May 2005 - August 2005
Education
Bank Street College of Education 2010 — 2014
Master's Degree, Early Childhood General/Special Education
Washington University in St. Louis 2004 — 2007
BA, Economics, Spanish
m4m.Solutions July 2010 - Present
Endurance Capital March 2007 - July 2011
RBS Citizens N.A. July 2004 - March 2007
Citizens Bank February 1997 - July 2004
US Trust September 1995 - February 1997
RECOLL Management, Fleet Bank May 1992 - September 1995
Century Bank and Trust December 1988 - May 1992
Bank of Boston June 1986 - December 1988
Skills
Risk Management, Banking, Mergers, Commercial Banking, Credit, Cash Management, Commercial Lending, Loans, Treasury Management, Strategic Planning, Project Management, FX Options, Mergers & Acquisitions, Financial Services, Leadership
Education
Boston University Questrom School of Business 1982 — 1986
BS, Finance, Economics
Wellington Management October 2013 - Present
US Trust December 2012 - October 2013
US Trust August 2010 - December 2012
US Trust September 2009 - August 2010
Bank of America June 2005 - September 2009
Fleet Bank June 2003 - June 2005
Skills
Credit, Wealth Management, Financial Services, Banking, Leadership, Risk Management, Loans, Portfolio Management, Relationship Management, Management, Finance, Investments
Education
University of Massachusetts Boston 2000 — 2003
BA, Theatre Arts Management
Boston Latin School 1991 — 1997
High School, Classical Education
GNY Insurance January 2013 - Present
Columbia Management 2007 - January 2013
US Trust July 1996 - 2007
Skills
Alternative Investments, Asset Allocation, Asset Management, Hedge Funds, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1979 — 1983
MBA, Finance and Economics
Boston College 1975 — 1979
BA, Economics
SunTrust Bank March 2012 - Present
US Trust February 2010 - March 2012
Bank of America November 1996 - April 2009
Skills
Commercial Lending, Investments, Portfolio Management, Banking, Risk Management, Series 7, Relationship Management, Commercial Banking, Credit, Lines Of Credit, Financial Analysis, Credit Analysis, Wealth Management, Small Business Lending, Underwriting
Education
Agnes Scott College
Bachelor of Arts (B.A.), Psychology
US Trust December 2009 - Present
HSBC Private Bank July 2002 - December 2009
Education
Boston University School of Law 1986 — 1989
J.D.
Bates College 1981 — 1985
B.A.
US Trust April 2012 - Present
Education
Arizona State University 1999 — 2001
MBA, Finance
Southern Methodist University 1988 — 1992
Bachelor of Business Administration, Finance
Wells Fargo March 2009 - Present
Bank of America Private Bank November 2002 - March 2009
US Trust March 1996 - July 2002
Republic National Bank July 1992 - February 1996
Chase Bank January 1987 - June 1992
Chase Manhattan Bank 1985 - 1991
Skills
CRM, Wealth, High Net Worth..., Wealth Management, Asset Allocation, Portfolio Management, Alternative Investments, Investments, Credit, Asset Management, Estate Planning, Strategy, Business Development, Leadership, Strategic Planning, Management, Series 7, Sales, New Business Development, Real Estate
Education
Fordham University 1987 — 1989
Master of Business Administration (MBA), Finance and Financial Management Services
Boston College 1979 — 1983
Bachelor of Science Degree, Finance and Marketing
US Trust June 2010 - Present
Bank of America June 2006 - June 2010
First Union October 1996 - September 2000
Skills
Strategic Financial...
Education
Auburn University 1978 — 1979
Master of Education (MEd), VOCATIONAL EDUCATION
COLUMBUS STATE UNIVERSITY 1975 — 1976
Bachelor of Science (BS), English Language and Literature, General
Affinity Health Plan September 2004 - Present
US Trust August 2000 - September 2002
Skills
Strategic Planning, Customer Service, Budgets, Management, Software Documentation, Healthcare, Insurance, Health Insurance, Process Improvement, Managed Care, HIPAA, Vendor Management, Operations Management, Utilization Management, Facilities Management, Facilities Operations
Education
Southern New Hampshire University 2014 — 2016
Operations & Project Management, General Studies
Baruch College, City University of New York (CUNY) 2013 — 2013
Facilities Management
Fordham University 2000 — 2002
Economics
Borough of Manhattan Community College 1992 — 1994
Business, Management, Marketing, and Related Support Services
Union Bank May 2013 - Present
U.S. Trust, Bank of America Private Wealth Management May 2005 - May 2013
Sallie Mae (formerly Education Assistance Foundation, Student Loan Finance Association) August 2003 - April 2005
US Trust June 2000 - July 2003
Skills
Estate Planning, Trust Services, Trusts, Asset Managment, Trust Management, Wealth Management, Strategic Financial..., Portfolio Management, Estate Administration, High Net Worth..., Corporate Law, Wealth Management..., Financial Services, Asset Management
Education
Seattle University School of Law 1994 — 1997
J.D., Law
California State University-Chico 1987 — 1991
Bachelor of Arts, Public Administration, Business Administration
Comerica Bank November 2010 - Present
US Trust 1990 - 2010
Skills
Banking, Portfolio Management, Asset Managment, Alternative Investments, Wealth Management, Series 7, Strategic Financial..., Investment Strategies, Securities, Asset Management, Investment Management, Equities, Wealth Management..., Loans, Credit, Investment Advisory, Investments, Mortgage Lending, Mutual Funds, Commercial Lending, Risk Management, Commercial Banking, Fixed Income, Financial Modeling, Private Banking, Financial Advisory, Capital Markets, Financial Services, Financial Analysis, Private Equity, Valuation, Estate Planning, Credit Analysis, Mergers & Acquisitions, Asset Allocation, Series 63, Retirement Planning, Hedge Funds, Cash Management, Treasury Management, High Net Worth...
Education
Baylor University - Hankamer School of Business 1973 — 1976
BBA, Finance
Merrill Lynch October 2013 - Present
U.S.Trust January 2011 - October 2013
US Trust August 2006 - January 2011
Bank of America May 2002 - August 2006
Skills
Wealth Management, Private Banking, Banking, Relationship Management, Microsoft Excel, Microsoft Office, Investments, Asset Management, Credit, Loans, Finance, Mortgage Lending, Retail Banking, Financial Services, Wealth Management..., High Net Worth..., Outlook, Cross Selling, Refinance, CRM, Management, Customer Service
Education
Bucks County Community College 1994 — 1994
Business
Middle Township High School 1989 — 1993
Data Glove Inc. September 2011 - Present
Sia Inc January 2007 - September 2011
US Trust June 2010 - August 2011
Folk Arts Rajasthan March 2009 - August 2009
American Funding Associates May 2006 - December 2006
United Nations October 2006 - October 2006
Wipro BPO March 2005 - December 2005
Skills
GAAP, Income Tax, Accounting, Tax Returns, Financial Analysis, Corporate Finance, Spreadsheets, Financial Modeling, Tax Preparation, QuickBooks
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2013
Master of Science (MS), Accounting
Baruch College, City University of New York (CUNY) 2006 — 2010
BBA, Accountancy
BNY Mellon September 2011 - Present
Cohen Milstein Sellers & Toll PLLC October 2007 - November 2010
Labaton Sucharow LLP June 2003 - October 2007
US Trust January 1992 - October 2002
Skills
Securities, Financial Modeling, Capital Markets, Equity Research, Hedge Funds, Analysis, Equities, Financial Risk, Options, Mutual Funds, Investments, Alternative Investments, Asset Management, Bloomberg Terminal, Private Equity, Bloomberg, Fixed Income, Asset Allocation, Derivatives, Valuation, Investment Management, Portfolio Management, Investment Strategies, Equity Valuation, Public Speaking, Economics, Market Research, Bonds, Metrics Reporting, Dashboard Metrics, Program Management, Predictive Analytics, Analytics, Data Analysis, Financial Analysis, Reputational Risk, Class Actions
Education
Baruch College 1992 — 1996
MBA, Finance & Investments
Baruch College 1988 — 1992
BBA, Finance & Investments
Xavier High School, New York, NY 1984 — 1988
St. Bartholomew's School
National State Attorneys General Program, Columbia Law School September 2011 - Present
Pro Bono Net July 2011 - September 2011
Pro Bono Net August 2010 - July 2011
NYC Civic Corps 2010 - 2011
Cornucopia Caterers & Event Planners LLC April 2005 - December 2009
ABC Consulting Group International, LLC February 2002 - March 2005
US Trust September 1991 - December 2001
Skills
Equity Research, Quantitative Analysis, Event Management, Entrepreneurship, Product Management, Product Marketing, Business Analysis, Contract Management, Government Contracts
Education
Baruch College, City University of New York (CUNY)
Bachelor of Arts, Finance
City University of New York
Non Profit Management Certificate
US Trust October 2002 - Present
J.P. Morgan October 1988 - October 2002
Skills
Series 7, Wealth Management, Investments, Series 63, Mutual Funds, Alternative Investments, Fixed Income, Asset Allocation, Marketing Strategy, Asset Managment, Investment Strategies, Bloomberg, Fixed Income Portfolio..., Wealth Management..., Marketing, Banking, Equities, Hedge Funds, Portfolio Management, Securities, Investment Management, Investment Advisory, Relationship Management, Asset Management, Capital Markets, Team Building
Education
Dominican College 1995 — 1997
B.S. Accounting, Economics
Bergen Community College
Liberal Arts
US Trust 1989 - Present
Skills
Asset Allocation
Education
Brown University 1975 — 1979
BA History, History, Urban Studies
US Trust April 1997 - June 2008
Education
University of Iloilo 1972 — 1977
Bachelor, Accounting
Citizens Financial Group, Inc. 2014 - Present
US Trust February 2009 - April 2013
U.S. Trust November 2004 - February 2009
Bank of America December 1997 - November 2004
Bank of Boston October 1995 - April 1997
Bank of Boston January 1992 - October 1995
Skills
Wealth Management, Estate Planning, Private Wealth..., Retirement Planning, High Net Worth..., Financial Planning, Strategic Financial..., Wealth Management..., Team Leadership, Strategic Planning, Volunteering, Trusts, Series 7, Asset Allocation, Asset Management, Investment Strategies, Investment Management, Mentoring, Alternative Investments, Risk Management, Investments, Portfolio Management, Mutual Funds, Wealth, Investment Advisory, Securities, Hedge Funds, Financial Planners, Private Banking, Financial Advisory, Trust Services, Retirement, Financial Services, Fixed Income
Education
Bentley University 1992 — 1998
MBA with Honors, Taxation
ABA National Trust and National Graduate Trust School 1997 — 1997
Salem State University 1981 — 1986
Bachelor's Degree, Marketing, Accounting
AB September 2015 - Present
AllianceBernstein April 2014 - August 2015
AllianceBernstein January 2013 - April 2014
US Trust June 2012 - August 2012
Boston College Carroll School of Management September 2011 - May 2012
First Investors Corporation June 2011 - August 2011
Black Rock Yacht Club June 2008 - August 2010
Education
Boston College - Carroll School of Management 2008 — 2012
Bachelor of Science (B.S.), Finance, Economics, Marketing
Neuberger Berman 2011 - Present
Lattice Strategies LLC September 2010 - August 2011
Janus Capital Group February 2008 - September 2010
US Trust September 2006 - March 2008
Education
Brown University
The Hotchkiss School
University of Wisconsin-Whitewater
MBA
Goldman Sachs March 2008 - June 2015
US Trust August 2004 - March 2008
Skills
Financial Analysis, Investments, Wealth Management, Asset Managment
Education
Binghamton University - School of Management 2000 — 2004
Bachelors of Science, Business Management, Concentration in Marketing
The Northern Trust Company March 2013 - Present
US Trust September 1985 - February 2013
KPMG January 1979 - April 1982
Skills
Wealth Management, Asset Management, Estate Planning, Trust Management, Trust Services, Asset Allocation, Wealth Management..., Alternative Investments, Investment Management
Education
Baylor University - Hankamer School of Business
BBA, MBA
US Trust July 2005 - Present
Education
Bryant University
MST, Taxation
Suffolk University - Sawyer Business School
BSBA, Accounting
USI Insurance Services December 2014 - Present
Willis March 2013 - November 2014
Cablevision February 2006 - April 2012
KPMG August 2005 - February 2006
Citi June 2000 - August 2005
Prudential Financial November 1998 - June 2000
Ernst & Young August 1997 - November 1998
US Trust March 1992 - July 1995
Skills
Team Leadership, Internal Audit, Operational Risk..., Critical Thinking, Coaching Staff, Oral Communications, Capital Markets, Internal Audit..., Partner Relationship..., Audit Management, Risk Assessment, Collaborative Planning, Strategic Partnerships, Investment Products, Telecommunications, Entertainment Industry, Stadiums, Pay TV, Tactical Planning, Consulting, Expectations Management, Written Communication, Continuous Auditing, Business Acumen, Assessment Skills, Achieving Measurable..., Integrity, Finance, Investments, Internal Controls, Sarbanes-Oxley Act, Management, IT Audit, External Audit, CISA, COSO, Financial Risk, Fraud, SEC filings, US GAAP, Corporate Governance, Risk Management, Operational Risk
Education
Fordham University 1995 — 1997
MBA, Finance
Alfred University 1987 — 1991
BS, Business Administration
Woodmere Academy 1984 — 1987
US Trust July 2005 - Present
Education
Bryant University
Bachelor of Science (BS), Accounting
Rhode Island College
Master's degree, Accounting and Finance
BNY Mellon October 2007 - Present
US Trust August 2004 - August 2007
Education
Baruch College
BS, Education
Jefferies & Company July 2012 - Present
US Trust June 2011 - August 2011
Education
Boston College 2008 — 2012
Bachelor's degree, Finance
TD Securities June 2011 - Present
US Trust June 2010 - June 2011
Education
Boston College - Carroll School of Management 2006 — 2010
Bachelor of Science (BS), Finance, General
Boston College