US Trust

Description

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.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

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

Employee
Years
Job
Industry
John A. Rogener John A. Rogener Greater New York City Area Details
John A. Rogener's US Trust Experience January 2003 - December 2005
Job VP Learning and Development Investment Management BNY Mellon
Industry Financial Services
Experience
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

Rob Mast Rob Mast Greater Boston Area Details
Rob Mast's US Trust Experience February 2010 - June 2014
Job Marketing Strategy and Communications Expert
Industry Marketing and Advertising
Experience
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

Pauline Halladjian Pauline Halladjian Greater Los Angeles Area Details
Pauline Halladjian's US Trust Experience 1995 - 2007
Job Investment Relationship Officer / Team Leader
Industry Financial Services
Experience
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

Ginger V. Pugliese Ginger V. Pugliese United States Details
Ginger V. Pugliese's US Trust Experience 1986 - 1996
Job Business Development
Industry Information Services
Experience
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

Alexa Marymor Alexa Marymor New York, New York Details
Alexa Marymor's US Trust Experience August 2014 - Present
Job
Industry Financial Services
Experience
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

Blayne Ence, CFA Blayne Ence, CFA Las Vegas, Nevada Area Details
Blayne Ence, CFA's US Trust Experience December 1983 - Present
Job Managing Director at US Trust
Industry Financial Services
Experience
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

Scott Chambers Scott Chambers Fort Myers, Florida Details
Scott Chambers's US Trust Experience 1998 - 1999
Job BPC Technical Services Manager/Technical Presales at Aster Group An itelligence Company
Industry Information Technology and Services
Experience
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

Addison Maille Addison Maille Greensboro/Winston-Salem, North Carolina Area Details
Addison Maille's US Trust Experience February 2000 - November 2005
Job Tax Partner at Smith Leonard PLLC
Industry Accounting
Experience
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

Michael F. Fleming, Esq. Michael F. Fleming, Esq. Greater New York City Area Details
Michael F. Fleming, Esq.'s US Trust Experience September 1995 - November 2002
Job Senior Vice President at Halliday Financial Group
Industry Investment Management
Experience
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

Linda Dorn Linda Dorn San Francisco Bay Area Details
Linda Dorn's US Trust Experience August 1986 - December 1988
Job HR & Office Manager at Cannon Quality Group, LLC
Industry Marketing and Advertising
Experience
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

Dallas Kantoci Dallas Kantoci Fort Lauderdale, Florida Details
Dallas Kantoci's US Trust Experience August 2004 - May 2006
Job Entrepreneur
Industry Management Consulting
Experience
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

Dave Isaacson Dave Isaacson Greater Chicago Area Details
Dave Isaacson's US Trust Experience September 2009 - May 2010
Job Senior Investment Strategist at Wells Fargo Private Bank
Industry Investment Management
Experience
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

Chavelle Porter Chavelle Porter Greater New York City Area Details
Chavelle Porter's US Trust Experience 1981 - 1986
Job Senior Client Service Representative at JPMorgan Chase
Industry Banking
Experience
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

Benjamin Cantor Benjamin Cantor Greater Boston Area Details
Benjamin Cantor's US Trust Experience August 2013 - July 2014
Job Trust Administrator at Choate, Hall & Stewart
Industry Law Practice
Experience
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

Jay Mani Jay Mani Greater New York City Area Details
Jay Mani's US Trust Experience May 1992 - February 1993
Job Sales Specialist Enterprise Real Time & Platform at Thomson Reuters
Industry Capital Markets
Experience
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

Paul Klenk Paul Klenk Greater New York City Area Details
Paul Klenk's US Trust Experience November 2003 - April 2004
Job Administrative Assistant at Apple Bank for Savings
Industry Financial Services
Experience
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

Robin Schnepp Robin Schnepp Greater San Diego Area Details
Robin Schnepp's US Trust Experience March 2011 - July 2013
Job Accounts Receivable/Accounts Payable Lead at Zebit
Industry Accounting
Experience
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

Steven Benjamin, CFA Steven Benjamin, CFA Greater Atlanta Area Details
Steven Benjamin, CFA's US Trust Experience July 2005 - July 2006
Job Associate Partner at Aon Hewitt Investment Consulting
Industry Investment Management
Experience
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

Peter Heun Peter Heun Greater New York City Area Details
Peter Heun's US Trust Experience 1988 - 1995
Job President of Heun Consulting Independent Mgt Consulting Professional
Industry Management Consulting
Experience
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

Alice (Hsu) Wang Alice (Hsu) Wang Orange County, California Area Details
Alice (Hsu) Wang's US Trust Experience January 2008 - August 2011
Job Relationship Manager
Industry Financial Services
Experience
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.

Robert M. Belmont, III Robert M. Belmont, III Greater Boston Area Details
Robert M. Belmont, III's US Trust Experience June 2006 - Present
Job VP; Portfolio Manager at US Trust
Industry Financial Services
Experience
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

Toni Essner, CTFA Toni Essner, CTFA Greater Philadelphia Area Details
Toni Essner, CTFA's US Trust Experience August 1983 - November 1991
Job Vice President & Senior Relationship Manager at Wilmington Trust
Industry Financial Services
Experience
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

Dan Hover Dan Hover Greater Boston Area Details
Dan Hover's US Trust Experience June 2010 - April 2013
Job Vice President at Eastern Bank
Industry Financial Services
Experience
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)

Bob Storti Bob Storti Greater New York City Area Details
Bob Storti's US Trust Experience January 2012 - Present
Job Senior Trust Officer at US Trust
Industry Financial Services
Experience
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

Tara Kinateder Tara Kinateder Portland, Oregon Details
Tara Kinateder's US Trust Experience November 2011 - Present
Job U.S. Trust Market Leader
Industry Financial Services
Experience
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

Peter Tsirigotis Peter Tsirigotis Washington D.C. Metro Area Details
Peter Tsirigotis's US Trust Experience September 2005 - July 2007
Job Counsel at Stradley Ronon | Attorney | Asset Management Law | Legal Compliance | Financial Product Development Attorney
Industry Law Practice
Experience
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

Carmen Berry Carmen Berry Washington D.C. Metro Area Details
Carmen Berry's US Trust Experience 2001 - 2007
Job Settlements Analyst at Fannie Mae
Industry Investment Banking
Experience
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

Kruti Shah Kruti Shah Iselin, New Jersey Details
Kruti Shah's US Trust Experience 2006 - 2006
Job Talent Acquisition & HR Services SME~ Finance ~ Technology Recruitment ~ Resource Management ~ MSP Program Expert
Industry Human Resources
Experience
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

Melissa Schroeder Niziolek Melissa Schroeder Niziolek Providence, Rhode Island Area Details
Melissa Schroeder Niziolek's US Trust Experience September 2010 - Present
Job Portfolio Manager at US Trust
Industry Financial Services
Experience
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

Cornelius Simons Cornelius Simons Providence, Rhode Island Area Details
Cornelius Simons's US Trust Experience December 2010 - January 2012
Job Preferred Client Services, Bank of America
Industry Banking
Experience
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

Jon Hearn Jon Hearn Greater Seattle Area Details
Jon Hearn's US Trust Experience January 2011 - July 2011
Job Manager, Institutional Sales at Harding Loevner Management
Industry Investment Management
Experience
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

Nella Webster O'Grady Nella Webster O'Grady Orange County, California Area Details
Nella Webster O'Grady's US Trust Experience August 1993 - April 2001
Job Principal at Palo Capital, Inc.
Industry Investment Management
Experience
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

Andrew Weissman, CFP® Andrew Weissman, CFP® Greater New York City Area Details
Andrew Weissman, CFP®'s US Trust Experience 2000 - 2008
Job Senior Vice President, Financial Planning at RDM Financial Group
Industry Financial Services
Experience
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

Mandy Perro, CFP® Mandy Perro, CFP® Phoenix, Arizona Area Details
Mandy Perro, CFP®'s US Trust Experience March 2014 - Present
Job Senior Resource Specialist at U.S. Trust
Industry Financial Services
Experience
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

Douglas Lightman Douglas Lightman Greater New York City Area Details
Douglas Lightman's US Trust Experience 2004 - 2006
Job Founder and principal attorney at Lightman Law Firm LLC
Industry Law Practice
Experience
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

Andrew Lane Andrew Lane New York, New York Details
Andrew Lane's US Trust Experience October 2000 - November 2007
Job Johnson Family Foundation
Industry Philanthropy
Experience
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

Nicole Roulis Nicole Roulis Greater New York City Area Details
Nicole Roulis's US Trust Experience November 2004 - July 2009
Job Associate at JPMorgan Chase
Industry Financial Services
Experience
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

Courtney Zitin Courtney Zitin New York, New York Details
Courtney Zitin's US Trust Experience June 2011 - August 2011
Job Senior Analyst, Digital Advertising Strategy at NBCUniversal, Inc.
Industry Internet
Experience
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

Aida Biller Aida Biller Greater New York City Area Details
Aida Biller's US Trust Experience 1988 - 1995
Job Sales & Relationship Management
Industry Financial Services
Experience
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.)

Albert Jaffarian, CFA Albert Jaffarian, CFA North Attleboro, Massachusetts Details
Albert Jaffarian, CFA's US Trust Experience September 1996 - February 1999
Job Commercial Banking Professional
Industry Banking
Experience
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

Raymond G. Russolillo, CPA/PFS, CFP®, CAP® Raymond G. Russolillo, CPA/PFS, CFP®, CAP® Greater New York City Area Details
Raymond G. Russolillo, CPA/PFS, CFP®, CAP®'s US Trust Experience September 1999 - August 2007
Job Private Client Services Partner at WithumSmith+Brown, PC
Industry Financial Services
Experience
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

Randy Hahn Randy Hahn Greater Salt Lake City Area Details
Randy Hahn's US Trust Experience May 1998 - June 2004
Job Personal Trust Department Manager
Industry Financial Services
Experience
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.

Eric Lowrey Eric Lowrey Greater Boston Area Details
Eric Lowrey's US Trust Experience November 2012 - Present
Job Managing Director US Trust
Industry Financial Services
Experience
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

Eileen Straughn Eileen Straughn West Greenwich, Rhode Island Details
Eileen Straughn's US Trust Experience February 2009 - Present
Job Regional Business Support Manager at US Trust
Industry Financial Services
Experience
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

Richard Hackney Richard Hackney Washington D.C. Metro Area Details
Richard Hackney's US Trust Experience 1991 - 1993
Job Chairman at MSI STEM Research & Development Consortium
Industry Nonprofit Organization Management
Experience
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

Bill Machado Bill Machado Greater New York City Area Details
Bill Machado's US Trust Experience July 1996 - July 2002
Job Retirement Plan Consultant AEPG Wealth Strategies
Industry Financial Services
Experience
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

Andrea Richmond Andrea Richmond Boston, Massachusetts Details
Andrea Richmond's US Trust Experience August 2012 - June 2013
Job Family Office Advisor at Hemenway & Barnes LLP
Industry Law Practice
Experience
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

Shira Vinci Shira Vinci Greater New York City Area Details
Shira Vinci's US Trust Experience November 2006 - August 2014
Job Executive Assistant
Industry Furniture
Experience
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

Katie Bukstein Katie Bukstein San Francisco Bay Area Details
Katie Bukstein's US Trust Experience 2005 - 2006
Job Director of People at Brit + Co
Industry Internet
Experience
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

Fred Perry Fred Perry Fort Lauderdale, Florida Details
Fred Perry's US Trust Experience March 1993 - July 2014
Job Member Board of Trustees at US Coast Guard Foundation
Industry Financial Services
Experience
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

Llewelyn J. Carroll Llewelyn J. Carroll New York, New York Details
Llewelyn J. Carroll's US Trust Experience 1980 - 1982
Job Real Estate/Investment Broker based in Buenos Aires & NY for Investment in So.American Condo/GatedCommunity/Homes.
Industry Real Estate
Experience
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

Rocky Fittizzi Rocky Fittizzi Gansevoort, New York Details
Rocky Fittizzi's US Trust Experience March 2008 - Present
Job Senior Vice President Wealth Strategist at US Trust
Industry Financial Services
Experience
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

Erich Hamm, CTFA, AAMS Erich Hamm, CTFA, AAMS Greensboro/Winston-Salem, North Carolina Area Details
Erich Hamm, CTFA, AAMS's US Trust Experience July 2009 - June 2012
Job Director of Trust Services
Industry Financial Services
Experience
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

Raymond C. Radigan Raymond C. Radigan New York, New York Details
Raymond C. Radigan's US Trust Experience April 2004 - February 2012
Job Managing Director of Trust at U.S. Bank
Industry Banking
Experience
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

Ramon Navarro Ramon Navarro Greater Nashville Area Details
Ramon Navarro's US Trust Experience July 1990 - November 2004
Job Experienced Banker
Industry Banking
Experience
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

Darren Walters Darren Walters Boston, Massachusetts Details
Darren Walters's US Trust Experience March 2013 - Present
Job Vice President, US Trust Private Wealth Management
Industry Investment Management
Experience
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

Michael S. Schiff, J.D., TEP Michael S. Schiff, J.D., TEP Greater Philadelphia Area Details
Michael S. Schiff, J.D., TEP's US Trust Experience March 2007 - November 2008
Job Business Development Manager at Glenmede
Industry Financial Services
Experience
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

Craig Gleason Craig Gleason Greater New York City Area Details
Craig Gleason's US Trust Experience June 2008 - Present
Job Wealth Management & Investment Professional
Industry Investment Management
Experience
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

Jeffay Chang Jeffay Chang Greater New York City Area Details
Jeffay Chang's US Trust Experience March 1995 - May 1999
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
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

Charles (Skip) Dennis Charles (Skip) Dennis Greater Boston Area Details
Charles (Skip) Dennis's US Trust Experience 1998 - 2000
Job Director of MIS at Interactive Data
Industry Information Technology and Services
Experience
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

Maria Cassisi Maria Cassisi Greater New York City Area Details
Maria Cassisi's US Trust Experience September 2003 - October 2006
Job SVP, Business Development Head Client Services, USA at Standard Life Investments
Industry Investment Management
Experience
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

Louise Lavin Louise Lavin Greater Boston Area Details
Louise Lavin's US Trust Experience June 1990 - September 2000
Job bank officer at citizens bank
Industry Financial Services
Experience
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

Tom Musarra Tom Musarra Greater New York City Area Details
Tom Musarra's US Trust Experience February 1985 - March 2002
Job Senior Vice President at Law Debenture Trust Company of New York
Industry Financial Services
Experience
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

Anatoliy Zeltser Anatoliy Zeltser Greater New York City Area Details
Anatoliy Zeltser's US Trust Experience September 1999 - July 2008
Job Programer at US Trust and Owner, AIZ Software INC
Industry Investment Banking
Experience
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

Thomas DiBella Thomas DiBella Greater New York City Area Details
Thomas DiBella's US Trust Experience 1989 - 1995
Job Manager, Project Manager Risk,Legal & Compliance Technology at TD Ameritrade
Industry Financial Services
Experience
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

Theresa M. Jacobs Lewis Theresa M. Jacobs Lewis Greater New York City Area Details
Theresa M. Jacobs Lewis's US Trust Experience May 2010 - Present
Job Vice President, Sr. Associate at US Trust
Industry Financial Services
Experience
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

Parag Bhimani Parag Bhimani Greater Los Angeles Area Details
Parag Bhimani's US Trust Experience 2003 - 2008
Job Senior Technical Architect at IGate Global Solutions
Industry Computer Software
Experience
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

Richard Bobinski Richard Bobinski Orlando, Florida Area Details
Richard Bobinski's US Trust Experience 1989 - 1995
Job Vice President at Citigroup
Industry Banking
Experience
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

Harvey Rosen Harvey Rosen Greater Boston Area Details
Harvey Rosen's US Trust Experience April 1988 - October 1995
Job JP Morgan
Industry Financial Services
Experience
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

Kevin Livingston Kevin Livingston Greater New York City Area Details
Kevin Livingston's US Trust Experience July 1996 - August 2005
Job Partner at Consonance Capital
Industry Financial Services
Experience
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

Sonny Hwang Sonny Hwang Greater New York City Area Details
Sonny Hwang's US Trust Experience June 2001 - April 2006
Job Sr. Business Intelligence Architect at NBCUniversal, Inc.
Industry Financial Services
Experience
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

Paul Longobardi, CFP®, CAIA Paul Longobardi, CFP®, CAIA Greater Boston Area Details
Paul Longobardi, CFP®, CAIA's US Trust Experience March 2011 - Present
Job Portfolio Manager at US Trust
Industry Financial Services
Experience
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

Parag Bhimani Parag Bhimani Greater Los Angeles Area Details
Parag Bhimani's US Trust Experience May 2003 - June 2008
Job Senior technical Architect at iGATE
Industry Computer Software
Experience
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

Christopher Gunster Christopher Gunster Greater New York City Area Details
Christopher Gunster's US Trust Experience May 2010 - Present
Job Managing Director at U.S. Trust, Head of Fixed Income Portfolio Management
Industry Investment Management
Experience
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

Valerie Whittaker Valerie Whittaker Greater New York City Area Details
Valerie Whittaker's US Trust Experience October 1994 - September 1995
Job Implementation Manager at Princeton Financial Systems
Industry Computer Software
Experience
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

Erin Hoffman Erin Hoffman Boston, Massachusetts Details
Erin Hoffman's US Trust Experience September 2007 - June 2008
Job Officer, Trade Operations Analyst at Bank of America
Industry Financial Services
Experience
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

Eric Hayes Eric Hayes Greater Boston Area Details
Eric Hayes's US Trust Experience October 2003 - July 2007
Job Counsel at Goodwin Procter LLP
Industry Banking
Experience
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

Evan Gordon Evan Gordon Greater New York City Area Details
Evan Gordon's US Trust Experience August 2002 - June 2006
Job Compliance Officer at GE Capital
Industry Financial Services
Experience
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

Mary (Millie) Duplissis Mary (Millie) Duplissis Greater Chicago Area Details
Mary (Millie) Duplissis's US Trust Experience 2004 - 2005
Job TMS Specialist at TheraMind Services, Inc.
Industry Medical Practice
Experience
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

Greg Boudreau Greg Boudreau Greater New York City Area Details
Greg Boudreau's US Trust Experience 1994 - 1998
Job Staffing Consultant at Forrest Solutions
Industry Human Resources
Experience
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

Theodore (Ted) Petrakos Theodore (Ted) Petrakos Greater Boston Area Details
Theodore (Ted) Petrakos's US Trust Experience 2004 - 2006
Job Vice President at Bank of America/USTrust
Industry Investment Management
Experience
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

Susan Traver Susan Traver Washington D.C. Metro Area Details
Susan Traver's US Trust Experience 1996 - 2006
Job Managing Director at Rockfeller & Co., Inc.
Industry Financial Services
Experience
Rockefeller & Co.   Managing DirectorRockfeller & Co., Inc.November 2007 - Present
US Trust   1996 - 2006

Education
American University - Kogod School of Business   1981 — 1984

pam hunter pam hunter Greater New York City Area Details
pam hunter's US Trust Experience September 2004 - May 2010
Job Columbia Management Sr Fixed Income Portfolio Manager
Industry Financial Services
Experience
Columbia Management Advisors   May 2010 - Present
US Trust   September 2004 - May 2010

Education
Boston University

Kevin DeLue Kevin DeLue Greater Boston Area Details
Kevin DeLue's US Trust Experience 1988 - 1999
Job Photographer for Bowery Boston
Industry Banking
Experience
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

Ron Stiles Ron Stiles Reading, Pennsylvania Area Details
Ron Stiles's US Trust Experience April 2000 - April 2005
Job AVP Brokerage Services at Wilmington Trust Company
Industry Financial Services
Experience
Wilmington Trust Company  February 2006 - Present
US Trust   April 2000 - April 2005

Education
Alvernia University   1987 — 1994
BA, Business and History

Biff Miller, CFA Biff Miller, CFA Greater Boston Area Details
Biff Miller, CFA's US Trust Experience March 2004 - March 2007
Job Consultant Relations Director
Industry Financial Services
Experience
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)

Dario Diaz, CBAP Dario Diaz, CBAP Greater New York City Area Details
Dario Diaz, CBAP's US Trust Experience January 2000 - April 2004
Job IT Project Manager at Reverse Mortgage Funding LLC
Industry Financial Services
Experience
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

Wes Oakford Wes Oakford Springfield, Massachusetts Details
Wes Oakford's US Trust Experience August 2008 - July 2012
Job Analyst at Babson Capital
Industry Investment Management
Experience
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

Angie Maisenberger Angie Maisenberger Jacksonville, Florida Area Details
Angie Maisenberger's US Trust Experience 2003 - 2007
Job Retired from Family Wealth Management
Industry Banking
Experience
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

Gregg Denhoffer Gregg Denhoffer Greater Denver Area Details
Gregg Denhoffer's US Trust Experience October 2002 - October 2006
Job Wealth Advisor
Industry Financial Services
Experience
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

A. John Wright A. John Wright Greater New York City Area Details
A. John Wright's US Trust Experience June 1993 - October 2008
Job Portfolio Manager at Glenmede Trust
Industry Financial Services
Experience
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

Alice J. Flanagan, CFP®, CTFA Alice J. Flanagan, CFP®, CTFA Boston, Massachusetts Details
Alice J. Flanagan, CFP®, CTFA's US Trust Experience May 2009 - August 2011
Job Vice President and Trust Officer at Cambridge Trust Company
Industry Financial Services
Experience
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

Lynne Pantalena Lynne Pantalena Greater Chicago Area Details
Lynne Pantalena's US Trust Experience August 2007 - Present
Job Managing Dire at US Trust
Industry Financial Services
Experience
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

Brian V. DiRubbio Brian V. DiRubbio Greater New York City Area Details
Brian V. DiRubbio's US Trust Experience December 1997 - August 2008
Job Senior Cap Structure Analyst at Y/CAP Management, LLC
Industry Financial Services
Experience
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

Missy Doran Missy Doran Greater Boston Area Details
Missy Doran's US Trust Experience October 2004 - Present
Job Vice President at US Trust
Industry Financial Services
Experience
US Trust   October 2004 - Present

Education
Boston University   1989 — 2003
B.A, Economics

Robert Vaccaro Robert Vaccaro Greater New York City Area Details
Robert Vaccaro's US Trust Experience 2004 - 2008
Job Principal Examiner at FINRA
Industry Financial Services
Experience
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

Peter Faherty Peter Faherty Greater New York City Area Details
Peter Faherty's US Trust Experience June 2006 - August 2006
Job Associate Attorney at Robert K. Young & Associates
Industry Law Practice
Experience
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

Lois Ingham, CFA Lois Ingham, CFA Greater Los Angeles Area Details
Lois Ingham, CFA's US Trust Experience January 1990 - December 2004
Job Financial Advisor
Industry Financial Services
Experience
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

Susan Traver Susan Traver Washington D.C. Metro Area Details
Susan Traver's US Trust Experience March 1996 - March 2006
Job Regional President at BNYMellon
Industry Financial Services
Experience
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

William Buccella William Buccella Greater Boston Area Details
William Buccella's US Trust Experience August 2005 - August 2010
Job President The Northern Trust Company / New England
Industry Investment Management
Experience
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

Alexandra Adam, CAIA Alexandra Adam, CAIA San Francisco Bay Area Details
Alexandra Adam, CAIA's US Trust Experience October 2009 - April 2010
Job Analyst at NEPC
Industry Investment Management
Experience
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

Dan O'Connell Dan O'Connell Greater Boston Area Details
Dan O'Connell's US Trust Experience January 1999 - March 2000
Job Senior Product Manager TYSABRI Brand Center of Excellence at Biogen Idec
Industry Pharmaceuticals
Experience
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

Andrew Noll Andrew Noll Las Vegas, Nevada Area Details
Andrew Noll's US Trust Experience 1985 - 1988
Job Vice President, Trust & Fiduciary Specialist at Wells Fargo Bank, N.A.
Industry Banking
Experience
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

Doug Singer Doug Singer Greater New York City Area Details
Doug Singer's US Trust Experience 2004 - 2006
Job Associate Real Estate Broker at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
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

Johnny Gibson, CFA, CMT Johnny Gibson, CFA, CMT Orlando, Florida Area Details
Johnny Gibson, CFA, CMT's US Trust Experience December 2004 - Present
Job Portfolio Manager at US Trust
Industry Investment Management
Experience
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

Charlie Yue Charlie Yue Greater New York City Area Details
Charlie Yue's US Trust Experience 2008 - 2010
Job Trust and Estates Professional
Industry Financial Services
Experience
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.

Andrea Boblas Andrea Boblas Hartford, Connecticut Area Details
Andrea Boblas's US Trust Experience 1993 - 1995
Job Freelance Copy Editor
Industry Writing and Editing
Experience
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

TJ Delcourt TJ Delcourt Charlotte, North Carolina Area Details
TJ Delcourt's US Trust Experience February 2015 - Present
Job Client Management Executive at US Trust
Industry Financial Services
Experience
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

Tom Bu Tom Bu Greater Boston Area Details
Tom Bu's US Trust Experience March 2006 - Present
Job Portfolio Manager at US Trust
Industry Financial Services
Experience
US Trust   March 2006 - Present

Education
University of Chicago Graduate School of Business   1991 — 1993
MBA, Finance

Boston College   1984 — 1988
BA, Economics

Erika Montoya, CAMS Erika Montoya, CAMS Greater New York City Area Details
Erika Montoya, CAMS's US Trust Experience April 2008 - September 2013
Job Compliance Officer at JPMorgan Chase & Co.
Industry Financial Services
Experience
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

matthew gartenhaus matthew gartenhaus Greater New York City Area Details
matthew gartenhaus's US Trust Experience 1986 - 1995
Job Sr. SE at EMC
Industry Information Technology and Services
Experience
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

Darlene L Macdonald Darlene L Macdonald Greater Boston Area Details
Darlene L Macdonald's US Trust Experience December 1988 - Present
Job Senior Vice President at US Trust
Industry Financial Services
Experience
US Trust   December 1988 - Present

Skills
Real Estate Asset..., Private Wealth..., Wealth Management...

Education
Assumption College

New England School of Finance

Sophia Leung, CPA Sophia Leung, CPA Greater New York City Area Details
Sophia Leung, CPA's US Trust Experience February 2006 - April 2007
Job at PwC
Industry Accounting
Experience
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

Raymond Radigan Raymond Radigan Greater New York City Area Details
Raymond Radigan's US Trust Experience April 2004 - Present
Job Fiduciary Business Development Officer at US Trust
Industry Financial Services
Experience
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

Jessica Tesone Kelly Jessica Tesone Kelly Greater New York City Area Details
Jessica Tesone Kelly's US Trust Experience June 2006 - November 2008
Job Event Marketing at UBS Wealth Management
Industry Events Services
Experience
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

David Tillson David Tillson Greater New York City Area Details
David Tillson's US Trust Experience October 1993 - September 2002
Job President at Eagle Ridge Investment Management, LLC
Industry Investment Management
Experience
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

Diane Christian, CFA Diane Christian, CFA Greater Boston Area Details
Diane Christian, CFA's US Trust Experience November 1992 - April 1996
Job Atlanta Capital Group Managing Partner
Industry Financial Services
Experience
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

Nicole Lundberg Nicole Lundberg Greater New York City Area Details
Nicole Lundberg's US Trust Experience June 2007 - August 2010
Job CoHead Teacher at JCP Downtown
Industry Primary/Secondary Education
Experience
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

Mona Macero Mona Macero Greater Boston Area Details
Mona Macero's US Trust Experience September 1995 - February 1997
Job Principal
Industry Financial Services
Experience
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

Eileen M. Rooney Eileen M. Rooney Greater Boston Area Details
Eileen M. Rooney's US Trust Experience December 2012 - October 2013
Job Wellington Management Company, LLP Administrative Manager
Industry Financial Services
Experience
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

Alex Powers Alex Powers Greater New York City Area Details
Alex Powers's US Trust Experience July 1996 - 2007
Job Managing Director at Columbia Management
Industry Financial Services
Experience
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

Susan Helms Susan Helms Greater Atlanta Area Details
Susan Helms's US Trust Experience February 2010 - March 2012
Job Vice President, Premier Banker II at SunTrust Bank
Industry Financial Services
Experience
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

Gregory Otis Gregory Otis Greater New York City Area Details
Gregory Otis's US Trust Experience December 2009 - Present
Job Managing Director at US Trust
Industry Financial Services
Experience
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.

Wendy Messmann Wendy Messmann Dallas/Fort Worth Area Details
Wendy Messmann's US Trust Experience April 2012 - Present
Job Regional Investment Executive
Industry Financial Services
Experience
US Trust   April 2012 - Present

Education
Arizona State University   1999 — 2001
MBA, Finance

Southern Methodist University   1988 — 1992
Bachelor of Business Administration, Finance

robert corker robert corker Sun Valley, Idaho Details
robert corker's US Trust Experience March 1996 - July 2002
Job Wealth Advisor at Wells Fargo
Industry Financial Services
Experience
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

Cynthia Wahl Cynthia Wahl Jacksonville, Florida Area Details
Cynthia Wahl's US Trust Experience June 2010 - Present
Job FIDUCIARY/CHARITABLE TAX OFFICER at US Trust
Industry Financial Services
Experience
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

Lisa Fields Lisa Fields Greater New York City Area Details
Lisa Fields's US Trust Experience August 2000 - September 2002
Job Sr. Facilities Manager at Affinity Health Plan
Industry Hospital & Health Care
Experience
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

Lee Ann Martinson Lee Ann Martinson Greater Seattle Area Details
Lee Ann Martinson's US Trust Experience June 2000 - July 2003
Job Senior Trust Officer at Union Bank
Industry Financial Services
Experience
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

Al Childs Al Childs Dallas/Fort Worth Area Details
Al Childs's US Trust Experience 1990 - 2010
Job North Texas Regional Manager for Wealth Management at Comerica Bank
Industry Financial Services
Experience
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

Dana Spagnola Dana Spagnola Greater New York City Area Details
Dana Spagnola's US Trust Experience August 2006 - January 2011
Job Market Executive's Assistant at Bank of America, Merrill Lynch
Industry Financial Services
Experience
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

Sakshi Tuteja Sakshi Tuteja Greater New York City Area Details
Sakshi Tuteja's US Trust Experience June 2010 - August 2011
Job Business Analyst at Data Glove Inc.
Industry Accounting
Experience
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

Alan Szydlowski Alan Szydlowski Wantagh, New York Details
Alan Szydlowski's US Trust Experience January 1992 - October 2002
Job Vice President at BNY Mellon
Industry Investment Management
Experience
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

Frances Laviscount Frances Laviscount Greater New York City Area Details
Frances Laviscount's US Trust Experience September 1991 - December 2001
Job Program Coordinator at National State Attorneys General Program, Columbia Law School
Industry Higher Education
Experience
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

Richard Conklin Richard Conklin Greater New York City Area Details
Richard Conklin's US Trust Experience October 2002 - Present
Job Managing Director at US Trust
Industry Financial Services
Experience
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

Marianne Tracy Marianne Tracy Providence, Rhode Island Area Details
Marianne Tracy's US Trust Experience 1989 - Present
Job Portfolio Manager, US Trust
Industry Financial Services
Experience
US Trust   1989 - Present

Skills
Asset Allocation

Education
Brown University   1975 — 1979
BA History, History, Urban Studies

Ceazar de Leon Ceazar de Leon Greater New York City Area Details
Ceazar de Leon's US Trust Experience April 1997 - June 2008
Job Junior Development Director at GLY Religious store
Industry Retail
Experience
US Trust   April 1997 - June 2008

Education
University of Iloilo   1972 — 1977
Bachelor, Accounting

Mark Paluzzi Mark Paluzzi Greater Boston Area Details
Mark Paluzzi's US Trust Experience February 2009 - April 2013
Job Senior Vice President, Senior Trust Officer
Industry Financial Services
Experience
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

Chad Cochran Chad Cochran Greater New York City Area Details
Chad Cochran's US Trust Experience June 2012 - August 2012
Job RIA Regional Consultant at AB
Industry Financial Services
Experience
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

Kristian Omicioli Kristian Omicioli Greater New York City Area Details
Kristian Omicioli's US Trust Experience September 2006 - March 2008
Job Vice President at Neuberger Berman
Industry Investment Management
Experience
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

Jaclyn David Jaclyn David Greater New York City Area Details
Jaclyn David's US Trust Experience August 2004 - March 2008
Job Wealth Management Professional (Vice President) at Goldman Sachs
Industry Financial Services
Experience
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

Bruce Ruggles Bruce Ruggles Dallas/Fort Worth Area Details
Bruce Ruggles's US Trust Experience September 1985 - February 2013
Job Senior Personal Trust Relationship Manager at The Northern Trust Company
Industry Financial Services
Experience
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

Ali Yasmin Ali Yasmin Greater Boston Area Details
Ali Yasmin's US Trust Experience July 2005 - Present
Job SVP Trust tax team leader
Industry Financial Services
Experience
US Trust   July 2005 - Present

Education
Bryant University
MST, Taxation

Suffolk University - Sawyer Business School
BSBA, Accounting

Scott Tashlik Scott Tashlik Greater New York City Area Details
Scott Tashlik's US Trust Experience March 1992 - July 1995
Job Head of Internal Audit at USI Insurance Services
Industry Financial Services
Experience
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

Sandra A Justin, MPA Sandra A Justin, MPA Riverside, Rhode Island Details
Sandra A Justin, MPA's US Trust Experience July 2005 - Present
Job Fiduciary Tax Accountant II US Trust
Industry Accounting
Experience
US Trust   July 2005 - Present

Education
Bryant University
Bachelor of Science (BS), Accounting

Rhode Island College
Master's degree, Accounting and Finance

Sophie Swietochowski Sophie Swietochowski Staten Island, New York Details
Sophie Swietochowski's US Trust Experience August 2004 - August 2007
Job Administrative Assistant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  October 2007 - Present
US Trust   August 2004 - August 2007

Education
Baruch College
BS, Education

Ryan McGann Ryan McGann New York, New York Details
Ryan McGann's US Trust Experience June 2011 - August 2011
Job Analyst at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company  July 2012 - Present
US Trust   June 2011 - August 2011

Education
Boston College   2008 — 2012
Bachelor's degree, Finance

Maggie Lipkin Maggie Lipkin New York, New York Details
Maggie Lipkin's US Trust Experience June 2010 - June 2011
Job Associate at TD Securities
Industry Capital Markets
Experience
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

Select page

1 2 3 4 5 6 7 8 9 10 11 12 13 14