US Trust
U.S. Trust, Bank of America Private Wealth Management was founded in 1853 as the United States Trust Company of New York. It operated independently until 2000, when it was acquired by Charles Schwab, and Co., and subsequently was sold to, and became a subsidiary of, Bank of America in 2007. Acquisition date: 20 November 2006 Parent organizations: Bank of America, Bank of America, National Association Subsidiaries: U.S. Trust Co. of New York,
US Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at US Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
US Trust Salaries. You can even request information on how much does US Trust pay if you want to. Learn about salaries, pros and cons of working for US Trust directly from the past employees.
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
U.S. Trust July 2015 - Present
U.S. Trust July 2014 - July 2015
Comprehensive Financial Management October 2013 - June 2014
U.S. Trust, Bank of America Private Wealth Management June 2013 - August 2013
Kefan Investment Co. September 2012 - December 2012
Leavey School of Business August 2011 - June 2012
Santa Clara University January 2012 - March 2012
Skills
Market Research, Translation, Blogging, PowerPoint, Access, Microsoft Word, Microsoft Excel, Administrative Work, Leadership, Bloomberg Terminal
Education
Santa Clara University - Leavey School of Business 2010 — 2014
Finance, International Business, 3.98
Fudan University 2012 — 2012
Chinese, Urban Studies, 3.94
Circle of Independent Learning 2007 — 2010
High School, 3.97
Ohlone College 2006 — 2009
3.93
Evercore Wealth Management, LLC December 2008 - Present
U.S. Trust March 2006 - December 2008
U.S. Trust March 1993 - March 2006
Education
Columbia University
Bachelor of Arts (B.A.)
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.)
Memorial Sloan-Kettering Cancer Center May 2005 - September 2013
U.S. Trust June 2001 - May 2005
Credit Suisse First Boston October 1999 - December 2000
Morgan Guaranty Trust Company - J. P. Morgan March 1982 - October 1999
Skills
Healthcare, Data Analysis, Strategic Planning, Project Management, Contract Management, Procurement, Process Improvement, Budgets, Vendor Management, Cross-functional Team..., Contract Negotiation, Management, Negotiation, Purchasing, Supply Chain Management, Operations Management, Supply Chain, Strategic Sourcing, Sourcing, Logistics, Analysis, Inventory Management
Education
Manhattan College
Bachelor of Science (BS), Quantitative Business Analysis
Villanova University
Lean Six Sigma Black Belt - 2010
Deutsche Bank Asset and Wealth Management August 2014 - Present
Citi Private Bank 2011 - 2014
U.S. Trust February 2001 - January 2011
Skills
Private Banking, Financial Services, Equities, Fixed Income, Asset Management
Education
Georgetown University
Bachelor of Science (BS), Business Administartion
Chaminade High School
Central Garden and Pet April 2011 - Present
U.S. Trust August 2007 - April 2011
WCI Communities, Inc. November 2002 - August 2007
Plug Power January 2000 - November 2002
American Re Asset Management November 1998 - January 2000
McCabe Capital Managers, Ltd. October 1993 - November 1998
Selective Insurance Company 1992 - 1993
RCB Trust Co. 1988 - 1992
Skills
Investor Relations, Investments, Portfolio Management, Strategic Financial..., Finance, Strategic Planning, Investment Banking, Investment Management, Private Equity, Management, Corporate Communications, Due Diligence, Financial Modeling, Financial Analysis, Securities, Mergers & Acquisitions, New Business Development, Asset Management, Mergers, Corporate Finance, Alternative Investments, Bloomberg, Asset Allocation, Real Estate, Valuation, Financial Research, Equities, Competitive Analysis, Equity Research, Venture Capital, Analysis, Strategy, Capital Markets, Hedge Funds, Forecasting, Equity Capital Markets, Press Releases, Media Relations, Public Speaking, Written & Oral..., Company Presentations, Strategic Communications, Change Management, Internal Communications, Wealth Management, Crisis Communications, Leadership, Business Strategy, Project Management, Budgets
Education
Fordham Gabelli School of Business 1989 — 1991
MBA, Investment Finance
University at Albany, SUNY 1984 — 1986
BS, Business Administration
Ithaca College 1982 — 1984
Business Communications
U.S. Trust June 2015 - Present
EquityMetrix June 2014 - June 2015
Monticello Asset Management, inc. June 2013 - June 2014
Hardin-Simmons University January 2011 - May 2013
Skills
Yardi Property..., Data Integrity, Oil/Gas, Claim Investigation, Quorum Land System, QuickBooks, Microsoft Office, Academic Tutoring, Microsoft Excel, Microsoft Word, PowerPoint, Thesis, Outlook, OneSite, Stock Trading, Human Resources, Payroll, Accounts Payable
Education
University of Texas at Dallas - Naveen Jindal School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Hardin-Simmons University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Economics and Finance, 4.0
Peoples Wealth Management LLC March 2014 - Present
Webster Private Bank 2007 - Present
Bank of America 2006 - 2007
Webster Financial Advisors 2004 - 2006
The Phoenix Companies 1997 - 2004
Phoenix Investment Partners 1991 - 1997
U.S. Trust 1984 - 1990
Skills
Insurance, Investments, Mutual Funds, Series 63, Series 7, Life Insurance, Financial Services, Wealth Management, Asset Allocation, Retirement Planning, Retirement, Securities, 401k, Asset Management, Portfolio Management, Relationship Management, Financial Advisory, Long-term Care, Series 6, Strategic Financial..., Equities, Fixed Annuities, Customer Service
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance, Finance, General
Hobart and William Smith Colleges 1980 — 1984
BA, Economics, Sociology
Itau USA Asset Management July 2013 - October 2014
Partners Group USA Inc March 2011 - July 2013
Deutsche Asset Management August 2007 - April 2011
MORGAN STANLEY INVESTMENT MANAGEMENT, INC July 2006 - July 2007
TD WATERHOUSE INSTITUTIONAL May 2005 - June 2006
AIG Global Investment Group March 2003 - May 2005
U.S. TRUST October 2001 - December 2002
CITIGROUP ASSET MANAGEMENT January 1999 - October 2001
DKB SECURITIES USA CORP January 1997 - January 1999
Skills
Investments, Hedge Funds, Fixed Income, Series 7, Equities, Series 63, Series 24, Asset Management, Mutual Funds, Portfolio Management, Investment Management, Private Equity
Education
Illinois Institute of Technology
M.S, Architecture
University of San Francisco
B.A, Political Science; International Relations
U.S. Trust October 2013 - Present
Investment Management & Consulting Group October 2010 - October 2013
Morgan Stanley Wealth Management April 2005 - November 2006
State Street October 2004 - April 2005
Skills
Morningstar Direct..., Advanced Excel, Advent Axys, Bloomberg Terminal, Morningstar Principia, Asset Management, Investments, Portfolio Management, Wealth Management, Equities, Financial Analysis, Financial Modeling, ThomsonOne, Mutual Funds, Investment Strategies, Fixed Income, Hedge Funds, Investment Management, Securities, Finance, Derivatives, Morningstar, Axys
Education
University of Maine 2006 — 2008
Master of Business Administration (MBA), Finance
Marymount Manhattan College 2000 — 2004
BS, Business/Finance
Seaside National Bank & Trust November 2014 - Present
U.S. Trust July 2008 - June 2014
Wells Fargo 1995 - 2008
National Westminster Bank 1986 - 1995
Skills
Portfolio Management, Banking, Wealth Management, Asset Allocation, High Net Worth..., Finance, Financial Analysis, Credit, Retirement Planning, Investment Strategies, Strategy, Estate Planning, Strategic Financial..., Wealth Management..., Asset Management, Investments, Strategic Planning, Risk Management, Loans, Commercial Lending, Mortgage Lending, Private Equity, Capital Markets, Credit Analysis, Small Business Lending, Investment Banking, Financial Advisory, Commercial Banking
Education
Hofstra University
Masters of Business Administration, Banking and Finance
St. John's University
Bachelor of Science (BS), Finance, Summa Cum Laude
U.S. Trust 2013 - Present
Bank of America, U.S. Trust May 2012 - September 2012
Merrill Lynch June 2011 - August 2011
Skills
Wealth Management, Wealth, Investment Management, Alternative Investments, Public Speaking, Social Media, Research
Education
Lafayette College 2009 — 2013
Bachelor of Arts (B.A.), Government and Law
Garden City High School 2005 — 2009
U.S. Trust October 2013 - Present
Macquarie Group January 2013 - January 2013
Lou Reda Productions June 2012 - August 2012
Angel TV February 2012 - April 2012
Education
Lafayette College 2009 — 2013
Bachelor of Arts (B.A.), International Affairs, Minor in Economics and Business
Boston University (London, England) 2012 — 2012
JPMorgan Chase March 2007 - Present
U.S. Trust March 1989 - March 2007
Skills
Certified Financial...
Education
Florida State University - College of Business 1978 — 1981
BS, MBA, Business Mgt
U.S. Trust September 2010 - Present
Skills
Marketing Strategy, Market Planning, Marketing Communications, Internal Communications, Community, Forecasting, PowerPoint, Retail, Banking, Team Building, Microsoft Excel, Leadership, Microsoft Word, Sales, Marketing, Customer Service, Event Planning, Management, Public Speaking, Strategic Planning, Project Management
Education
Georgia State University
Bachelor of Arts
U.S. Trust September 2014 - Present
U.S Trust, Bank of America Private Wealth Management April 2013 - Present
US Trust September 2011 - April 2013
Education
Framingham State College 2007 — 2011
Bachelor's degree, Business/Corporate Communications
U.S. Trust October 2014 - Present
U.S. Bank September 2010 - October 2014
Arvest Bank September 2008 - September 2010
INTRUST Bank March 1985 - August 2008
Education
Friends University 1992 — 1994
Bachelor of Science (B.S.), Human Resources Management and Services
Wichita State University
Vavrinek, Trine, Day & Co., LLP July 2015 - Present
U.S. Trust October 2012 - May 2015
Bank of America December 2007 - October 2012
Manpower October 2005 - November 2007
Raymond James Financial Inc. April 2004 - June 2004
GameFly April 1995 - September 1998
Skills
Banking, Finance, Portfolio Management, Sales, Credit, Financial Analysis, Financial Accounting, Customer Service, Credit Analysis, Investments, Strategic Financial..., Cash Management, Credit Risk, Financial Services, Financial Risk, Equities, Asset Management, Financial Statements, GAAP, GAAS, Auditing, Accounting, Microsoft Office, Microsoft Excel, Analysis, Wealth Management
Education
Keller Graduate School of Management of DeVry University 2011 — 2014
Master's degree, Accounting and Finance
University of California, Santa Cruz 2005 — 2006
University of California, Riverside 1998 — 2003
Bachelor of Science (BS), Business Administration and Management, General
St. Francis High School 1994 — 1998
High School Diploma
U.S. Bank September 2013 - Present
BNY Mellon January 2002 - September 2013
U.S. Trust January 1992 - January 2002
U.S. Trust January 1990 - January 1992
Skills
Portfolio Management, Credit, Investments, Bonds, Securities, Corporate Trust, Corporate Law, Capital Markets, Financial Services, Structured Finance, Loans, Fixed Income, Finance, Equities, Banking, Financial Analysis
Education
Manhattan College 1986 — 1990
BS, Major: Finance Minor: History
U.S. Trust October 2014 - Present
Wealth & Giving Fourm September 2014 - Present
Wealth & Giving Forum January 2004 - October 2014
Year Up - New York 2010 - 2014
Merrill Lynch June 2011 - April 2013
CMS Companies January 2007 - June 2008
Adventis Corporation February 2001 - December 2005
PricewaterhouseCoopers 1995 - 2000
Skills
Strategic Financial..., Turn Around Management, Business Strategy, Marketing, Management Consulting, Private Equity, Wealth Management, Asset Allocation, Business Development, High Net Worth..., Wealth Management..., Series 7, Marketing Strategy, Philanthropy
Education
Harvard University 1986 — 1987
Political Economy
University of North Carolina at Chapel Hill 1980 — 1982
Master's Degree, International Political Economy
University of North Carolina at Chapel Hill 1974 — 1978
Bachelor's Degree, Economics, Political Science, Highest Honors
U.S. Trust August 2014 - Present
U.S. Trust August 2011 - August 2014
Sangiamo Entertainment Consultants, Inc. November 2010 - August 2011
Law Office of Ronald J. Schwartz, P.C. February 2008 - August 2010
Law Office of Michael Mongelli September 2006 - December 2006
Queens County District Attorney's Office January 2006 - May 2006
Surrogate's Court June 2005 - August 2005
Urban Outfitters November 2003 - July 2004
Abercrombie and Fitch June 2002 - September 2003
Skills
Legal Writing, Courts, Estate Planning, Real Estate, Trials, Wills, Trusts, Event Planning, Social Media, Customer Service, Social Media Marketing, Interviews, Guardianship, Elder Law, Legal Research, Management, Estate Administration, Accounting, Powers of Attorney, Employment Law, Legal Issues, Legal Assistance
Education
New York Law School 2004 — 2007
Juris Doctor
Hofstra University 1998 — 2002
Bachelor of Arts, Psychology
U.S. Trust June 2014 - August 2014
Canterbury Investment Management, LLC May 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Teamwork, Access, Time Management, Customer Service, Leadership, Research
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science, Accounting and Finance
U.S. Trust August 2015 - Present
Seeking Alpha April 2013 - Present
Fortress Investment Group December 2014 - February 2015
Auxis April 2014 - August 2014
Center for Advanced Financial Education December 2011 - May 2012
Roger Williams University August 2011 - December 2011
GAMCO Investors, Inc. August 2011 - September 2011
Skills
Investments, Microsoft Excel, Financial Modeling, Portfolio Management, Financial Analysis, PowerPoint, Social Networking, Management, Asset Allocation, Sales, Marketing, Microsoft Word, Facebook, Market Research, Social Media Marketing, Technical Analysis, Fundamental Analysis of..., Portfolio Analysis, Economics, Research, Excel, Valuation, VBA, Public Speaking
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master's degree- Class of 2014, Global Finance, GPA: 3.75
Roger Williams University 2008 — 2012
Bachelor's degree, Finance, 3.43 GPA
Randolph High School 2004 — 2008
High School Diploma
U.S. Trust May 2012 - Present
Bank of America May 2010 - May 2012
Skills
Banking, Retail Banking, Commercial Banking, Cash Management, Private Banking, Customer Service, Outlook, Microsoft Office, Payments, Branch Banking, Internet Banking, Deposits, Cross Selling, Teller Operations, Back Office, Customer Experience, Bonds, Social Media, Financial Analysis, Management
Education
Kean University 2014 — 2016
Accounting
U.S. Trust September 2013 - Present
Carryl Capital Management, LLC January 2013 - September 2013
GoldenTree Asset Management August 2008 - December 2012
Merrill Lynch November 2005 - August 2008
Banc of America Securities July 2004 - November 2005
Sidoti & Company, LLC September 1999 - July 2002
Skills
Financial Modeling, Valuation, Equity Research, Equities, Bloomberg, Hedge Funds, Fixed Income, Investments, Capital Markets, Private Equity, Investment Banking, Asset Management, Derivatives, Alternative Investments, Emerging Markets
Education
Yale University - Yale School of Management 2002 — 2004
MBA, Finance
Harvard University 1995 — 1999
BA
Laya Healthcare March 2015 - Present
AIG Global Health February 2015 - Present
AIG February 2008 - Present
AIG Global Consumer Life and Health October 2012 - February 2015
AIG American General February 2008 - December 2012
Deloitte Consulting September 2004 - January 2008
U.S. Trust 1999 - 2001
Skills
Management, Competitive Analysis, Leadership, Start-ups, Product Development, CRM, Cross-functional Team..., Business Development, Analysis, Marketing, New Business Development, Consulting, Integration, Operations Management, Entrepreneurship, Strategy, Strategic Planning
Education
Rice University - Jesse H. Jones Graduate School of Management 2001 — 2003
M.B.A., Strategy and Operations
The University of Texas at Austin 1994 — 1998
B.A.; B.A.A., History; Art History
St. John's High School 1981 — 1994
Graduate
U.S. Trust May 2015 - Present
Merrill Edge February 2014 - May 2015
Merrill Lynch July 2009 - February 2014
Merrill Lynch December 2006 - July 2009
Ameriprise Financial Services, Inc. April 2006 - December 2006
Skills
Analytics, Process Improvement, Finance, Leadership, Customer Engagement, Asset Allocation, Defined Contribution, Mutual Funds, Defined Benefit, Retirement, 401k, Wealth Management, Investment Advisory, Six Sigma, MIS, Microsoft Excel, Consultative Selling..., Financial Services, Program Management, Retirement Planning
Education
La Salle University 1999 — 2003
Bachelor of Science (B.S.), Management Information Systems, General
Camden Catholic High School 1995 — 1999
Parallel Financial Partners March 2013 - Present
BB&T Asset Management 2008 - 2013
U.S. Trust 2006 - 2008
RBC Centura 2004 - 2006
Charles Schwab 2000 - 2004
Skills
Portfolio Management, Asset Allocation, Wealth Management, Investments, Alternative Investments, Trading, Financial Analysis, Investment Management, Investment Strategies, Asset Management, Equities, Mutual Funds, Equity Research, Hedge Funds, Investment Advisory, Risk Management, Wealth Management..., Fixed Income, Bloomberg, Financial Modeling, Capital Markets, Asset Managment, Retirement Planning, Commodity, Private Banking, Derivatives, Bonds, Technical Analysis, Options, Emerging Markets, Hedging, Financial Markets, Corporate Finance, Investment Banking, Equity Trading, Financial Advisory, Securities, Strategic Financial..., Valuation
Education
Florida State University - College of Business 1991 — 1994
BS, Marketing
U.S. Trust September 2015 - Present
NEPC, LLC February 2015 - September 2015
NEPC, LLC March 2014 - February 2015
NEPC April 2013 - February 2014
Ernst & Young April 2012 - December 2012
Auerbach Grayson May 2011 - August 2011
Signet Capital Management Limited May 2010 - August 2010
Skills
McGill University..., Microsoft Excel, Financial Statements, Hedge Funds, Research, Tax, Benchmarking, Performance Metrics, Performance Analysis, Performance Benchmarking, Private Equity, Private Equity Funding, Thomson One Analytics, Economics
Education
McGill University 2008 — 2012
Economics and History (Major) Anthropology (Minor)
Ecole Active Bilingue Jeannine 2004 — 2008
International Baccalaureate High School Diploma Certified Bilingual
U.S. Trust September 2013 - Present
First Financial Trust, N.A. August 2011 - August 2013
WilmerHale August 2003 - December 2010
LPL Financial June 2000 - August 2003
Skills
Wealth Management..., Estate Planning, Fiduciary Services, Philanthropy, Gift Planning, Compliance, Asset Management, High Net Worth..., Mergers & Acquisitions, Executive Managment, Strategic Financial..., Asset Allocation, Investment Management, Trusts, Mutual Funds, Retirement, Investment Strategies, Small Business, Banking, Fixed Income, Insurance, Corporate Governance, Asset Protection, Financial Planning
Education
Suffolk University Law School 1997 — 2000
Juris Doctorate, Taxation
Florida State University 1994 — 1997
Bachelor of Science, Criminology
U.S. Trust October 2014 - Present
U.S.Trust September 2012 - October 2014
US Trust October 2009 - September 2012
Highland Park Village 2004 - 2008
Westin Hotels & Resorts 1992 - 1996
American Way Magazine 1990 - 1992
Skills
Marketing Communications, Wealth Management, Alternative Investments, Marketing Strategy, Investments, Fundraising, Event Planning, Strategy, Sales Management, Portfolio Management, Asset Allocation, Business Development, Marketing, Strategic Planning, Entrepreneurship, Integrated Marketing, Public Relations, Start-ups, Email Marketing, Strategic Partnerships, Direct Marketing, Social Media, Financial Planning, Customer Service, Asset Management, Mergers, Leadership, Banking, Financial Analysis, Financial Services, Investment Banking
Education
Iowa State University 1980 — 1984
BBA, Marketing
U.S. Trust August 2011 - Present
J.P. Morgan July 1996 - August 2011
Skills
Wealth Management..., Finance, Wealth Management, Investments, Asset Management, Financial Analysis, Banking, Financial Services, Management, Portfolio Management, Risk Management
Education
The University of Connecticut School of Business 2002 — 2004
MBA, Finance
Howard University 1992 — 1996
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Stamford High School 1989 — 1992
U.S. Trust March 2011 - Present
U.S. Trust, Bank of America Private Wealth Management March 2008 - March 2011
Bank of America July 1999 - March 2008
Fleet Financial Group May 1993 - June 1999
KPMG US September 1989 - May 1993
KPMG US August 1987 - August 1989
Education
Georgetown University 1983 — 1987
Bachelor of Business Administration (B.B.A.)
Westport Arts Center March 2012 - Present
U.S. Trust September 2011 - January 2015
JPMorgan Private Bank - Discretionary Portfolio Solutions Group December 2008 - March 2011
JPMorgan Private Bank - IMS Centralized Portfolio Management Group April 2005 - December 2008
JPMorgan Private Bank July 1996 - March 2005
Bessemer Trust April 1990 - July 1996
Chemical Bank January 1989 - March 1990
Windsor Partners LP June 1986 - December 1988
Chemical Bank June 1982 - June 1986
Education
Hamilton College 1978 — 1982
BA
Groton School 1973 — 1977
Avon July 2012 - Present
Viacom April 2007 - February 2012
MTV Networks October 2003 - April 2007
MTV Networks August 2001 - October 2003
U.S. Trust December 2000 - August 2001
MIT 1995 - 2000
Shawmut Bank 1990 - 1995
Skills
Employee Relations, Benefits, Problem Solving, Public Speaking, Vendor Management, Total Rewards, Internal Communications, Employee Benefits, Deferred Compensation, Talent Management, Onboarding, Human Resources, HRIS, Performance Management, Strategy, Recruiting, Retirement, Benefits Administration, Employee Engagement, Management, Pensions, Leadership, Compensation & Benefit, Defined Benefit, Personnel Management
Education
Lehigh University 1984 — 1988
B.S., Electrical Engineering
The Meyer Partnership August 2009 - Present
The Rose Partnership April 2007 - June 2009
Citigroup 1989 - 2006
U.S. Trust 2000 - 2003
First Chicago Bank & Trust 1987 - 1989
Shawmut Bank 1985 - 1987
Skills
Business Development, Management, Leadership, Asset Management, Executive Search, Financial Transactions, Commercial Banking, Internet Banking, Trading, Investment Banking, Financial Services, Capital Markets, Emerging Markets, Payments, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Executive MBA with Honours
Franklin & Marshall College
New Canaan High School
St. Lawrence University
BA, Economics & French
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch May 2013 - July 2014
Bank of America Merrill Lynch August 2011 - May 2013
Nordstrom June 2010 - August 2010
U.S. Trust November 2007 - June 2009
U.S. Trust November 2006 - November 2007
Citibank June 2005 - November 2006
Skills
Financial Analysis, Financial Modeling, Banking, Wealth Management, Portfolio Management, Sales, Finance, Marketing Strategy, Marketing, Market Research, CRM, Brand Management, Management
Education
University of Rochester - Simon Business School 2009 — 2011
MBA
Manhattan College 2001 — 2005
Bachelors of Art
McKesson Corporation January 2009 - Present
Mercer June 2008 - July 2008
U.S. Trust February 2006 - April 2008
Los Angeles Times November 2005 - January 2006
State Compensation Insurance Fund October 2004 - September 2005
Skills
Microsoft Office, Healthcare Information..., Project Management, Process Improvement
Education
Manchester University 1992 — 1996
English, Communications
U.S. Trust April 2012 - Present
First Presbyterian Church 2008 - Present
Family & Children's Service, Nashville, TN March 2006 - Present
Merrill Lynch May 2011 - April 2012
Wiley Bros Aintree Capital March 2010 - May 2011
Brookside Properties, Inc. April 2009 - September 2009
Southern Land Company March 2007 - March 2009
Bristol Development February 2004 - March 2007
Heartland Capital Corporation 1992 - 2004
Harbert Realty Services 1988 - 1992
Education
Louisiana State University
BS, Finance
PwC June 2015 - Present
U.S. Trust January 2014 - December 2014
MTA Bridges and Tunnels May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Financial Accounting, Financial Analysis, Teamwork, Financial Reporting, Customer Service, QuickBooks, Auditing, Tax, Research, English, Bookkeeping, Time Management, Income Tax, Public Speaking, Social Media, Financial Modeling, Photoshop, Accounts Payable, Access
Education
Fordham University 2011 — 2015
Bachelor of Applied Science (BASc), Applied Accounting and Finance
Xaverian High School 2007 — 2011
Diploma, Academic, 98.6%
INROADS August 2014 - Present
U.S. Trust June 2015 - August 2015
Ile Ola Realty July 2014 - August 2014
Intrepid Sea, Air & Space Museum May 2014 - August 2014
Wells Fargo 2014 - 2014
YMCA June 2013 - August 2013
Bishop Loughlin Memorial HS June 2009 - July 2011
Skills
Open Office Writer, Microsoft Word, Spanish, Singing, Musical Instruments, PowerPoint, Mathematics, Critical Thinking, Volunteering, Recruiting, Accounting, Microsoft Excel, Teaching, Photography, Access, Nonprofits, Fundraising, Research, Event Planning, Community Outreach, Public Speaking, Tutoring, Volunteer Management, Editing
Education
Hampton University 2012 — 2016
Bachelor's Degree, Business Administration
Bishop Loughlin Memorial Highschool 2008 — 2012
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program, 3.50
U.S. Trust December 2009 - Present
US Banccorp 1998 - December 2009
Thomson Reuters (West Publishing Company) 1987 - 1998
Skills
Wealth Management
Education
William Mitchell College of Law 1998 — 2000
LL.M.(Taxation)
William Mitchell College of Law 1990 — 1993
Doctor of Law (J.D.)
Macalester College 1978 — 1982
Bachelor of Arts, Leadership Studies, Core Economics and Business
W.T. Woodson High School 1975 — 1978
Berlin American High School 1973 — 1975
U.S. Trust May 2014 - Present
U.S. Trust September 2012 - April 2014
Bank of America September 2011 - September 2012
Wells Fargo October 2006 - October 2009
Morgan Stanley June 2005 - October 2006
Skills
Financial Modeling, Capital Markets, Derivatives, Financial Statement..., Fundamental Analysis, Hedging, Capital Structure, Budgets, Data Analysis, Technical Analysis, Arbitrage, Valuation, Financial Analysis, Corporate Finance, Bloomberg, Strategic Financial..., Portfolio Management, Investments, Finance, Investment Banking, Financial Planning, Forecasting, Investment Strategies, Management
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2011
MBA, Finance and Financial Management Services, 3.9/4.0
Florida International University - College of Business Administration 2000 — 2005
BBA, Finance, 3.67
KPMG US June 2014 - August 2014
U.S. Trust June 2013 - August 2013
Mohegan Tribal Gaming Authority June 2012 - August 2012
Great Neck Country Club June 2012 - August 2012
New York Life Insurance Company February 2012 - May 2012
EasyWebCreations.Com June 2011 - August 2011
Pleasure Beach June 2009 - August 2011
Skills
Teamwork, Accounting, Microsoft Word, PowerPoint, Public Speaking, Research, Leadership, Team Leadership, Communication
Education
Fordham University - Graduate School of Business Administration 2014 — 2015
Master of Taxation
Fordham University 2010 — 2014
Bachelor's degree, Accounting
Oribe September 2015 - Present
Glamour Magazine July 2014 - 2015
U.S. Trust June 2013 - August 2013
Vogue Magazine January 2013 - June 2013
LaserMax, Inc. May 2012 - August 2012
T3 Trading Group, LLC January 2012 - May 2012
Skills
Microsoft Excel, Marketing Strategy, Time Management, Market Research, Microsoft Word, Press Releases, Fundraising, Analysis, Fashion, Research, Event Planning, Teamwork
Education
Fordham University 2010 — 2014
Bachelor of Science (BS), Finance, Marketing
Fordham University London Centre 2012 — 2012
International Marketing, Investments and Security Analysis, Business Ethics
The Harley School 2006 — 2010
U.S. Trust May 2014 - Present
Clayton County Probate Court January 2013 - April 2013
The Law Offices of Dennis L. Duncan May 2012 - August 2012
Georgia Legal Services Program August 2011 - December 2011
The Law Office of Clarence Johnson June 2011 - July 2011
Skills
Certified Georgia..., Legal Writing, Wills, Hearings, Legal Research, Elder Law, Estate Planning
Education
Mercer University - Walter F. George School of Law 2010 — 2013
Kennesaw State University 2005 — 2008
Bachelor of Science (BS), English/Language Arts Teacher Education
Retired August 1980 - February 2009
U.S. Trust 2004 - 2009
Citigroup Trust (FL) June 2001 - December 2004
JPMorgan Chase & Co. June 1999 - June 2001
EY September 1992 - June 1999
Skills
Florida CPA, Banking, Strategic Financial..., Wealth Management, General Ledger, Financial Analysis, Tax Preparation, Investments, Financial Accounting
Education
Florida Atlantic University 1978 — 1980
Bachelor of Business Administration (BBA), Accounting
Florida State University 1966 — 1969
Music Ed
KPMG October 2013 - Present
Milestone Advisory Services September 2012 - September 2013
Bank of America September 2007 - August 2011
U.S. Trust August 2005 - August 2007
Skills
Acquisition Integration, Business Strategy, Due Diligence, Change Management, Six Sigma, Business Process Design, Financial Modeling
Education
INSEAD
Master of Business Administration (MBA)
Rutgers University
Bachelor of Arts (BA)
Rutgers University
Bachelor of Arts (B.A.)
U.S. Trust May 2012 - Present
Northern Trust February 1996 - May 2012
Merrill Lynch March 1994 - February 1996
Skills
Wealth Management, Portfolio Management, Management, Strategic Financial..., Investments, Leadership, Investment Advisory, Estate Planning, Philanthropy, High Net Worth..., Commercial Banking, Asset Allocation, Asset Managment, Wealth Management..., Fundraising, Commercial Mortgages, Real Estate, Trust Services, Series 7, Asset Management, Mutual Funds, Contract Negotiation, Investment Management, Trusts, Wealth, Retirement Planning, Financial Analysis, Investment Strategies, Alternative Investments, Securities, Financial Advisory, Equities, 401k, Private Banking, Financial Planners, Retirement, Estate Tax Planning, IRAs, Certified Financial..., Uniform Combined State..., Financial Planning
Education
Florida State University 1988 — 1992
Bachelor of Science (BS), Finance, General
Lemon Bay High School
U.S. Trust June 2014 - Present
Withers Bergman June 2011 - April 2014
Wilson Elser July 2004 - April 2011
Queens County District Attorney's Office 1999 - 2004
Skills
Litigation, Courts, Trusts, Guardianship, Fiduciary Litigation, Risk Management, 1404 Hearings, Kinship Hearings, Fiduciary Liability, Will Contests, Construction Proceedings, Open Minded, Adaptability, Organizational..., New Business Development, Collaboration, Professional Mentoring, Dependable Team Player, Following Up, Wills, Hearings, Legal Assistance, Insurance Law, Estate Law, Commercial Litigation, Fiduciary, Legal Writing, Trials, Corporate Law
Education
Maurice A. Deane School of Law at Hofstra University 1996 — 1999
University of Michigan 1991 — 1995
Jericho High School
U.S. Trust August 2015 - Present
Merrill Edge September 2014 - August 2015
Merrill Edge October 2011 - September 2014
Fidelity Investments September 2010 - October 2011
Scottrade September 2009 - June 2010
Merrill Lynch July 2008 - September 2008
ING June 2008 - August 2008
Skills
Investments, Customer Relations, Trading, Series 7, Series 63, Series 66, Retirement Planning, College Education..., Mutual Funds, Equities, Fixed Income, Cash Management, Wealth Management
Education
Florida State University 2005 — 2010
Bachelors, Finance, Real Estate
U.S. Trust June 2013 - Present
Fidelity Investments July 2010 - June 2013
Georgetown University Capital Markets Research Center June 2009 - August 2009
Office of the Inspector General, US Dept of Housing and Urban Development June 2009 - August 2009
Dermody, Burke & Brown, CPAs, LLC June 2008 - August 2008
Education
Georgetown University - The McDonough School of Business 2006 — 2010
BSBA, Accounting and Finance
Capital Growth Advisors, LLC May 2013 - Present
Shore Capital Advisors LLC February 2009 - Present
RoundTable Financial Group October 2011 - December 2013
Bank of America July 2007 - December 2007
U.S. Trust August 2003 - July 2007
HVB February 2003 - July 2003
Credit Suisse August 2000 - February 2003
Donaldson, Lufkin & Jenrette 2000 - 2000
Lipper & Company, LLC January 1992 - February 1999
Citibank 1987 - 1991
Skills
Hedge Funds, Investor Relations, Alternative Investments, Asset Management, Private Equity, Fund Of Funds, Asset Managment, Product Development, Mergers & Acquisitions, Portfolio Management, Investments, Financial Advisory, Fixed Income, Asset Allocation, Emerging Markets, Mutual Funds, Valuation, Institutional..., Capital Markets, Financial Structuring, Investment Strategies, Wealth Management..., Investment Management, Derivatives, Equities, Financial Services, Finance, Capital, Funding, Capital Raising, Trading, Leveraged Finance
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance
Lake Forest College 1982 — 1986
BA, Economics and Finance
Fountain Valley School
Fountain Valley School
Fountain Valley School
UBS May 2014 - Present
UBS Financial Services May 2010 - Present
U.S. Trust August 2009 - April 2010
UBS May 2006 - August 2009
Education
Lafayette College 1998 — 2001
Montclair
U.S. Trust July 2005 - Present
Chase June 1999 - May 2005
Education
McMurry University
Bachelor of Science (B.S.), Finance
BNY Mellon June 2008 - Present
U.S. Trust January 2007 - June 2008
Merrill Lynch February 2005 - January 2007
Morgan Stanley February 2004 - February 2005
Wachovia Securities July 2000 - February 2004
Marsh August 1995 - July 2000
Skills
Equities, Fixed Income, Securities, Financial Services, Loans, Capital Markets
Education
Manhattan College 1996 — 2000
Bachelor of Science, Finance and Management
Deutsche Asset and Wealth Management 2011 - 2014
Columbia Threadneedle Investments, US 2007 - 2011
U.S. Trust 2004 - 2007
Citigroup Asset Management 2002 - 2004
Citi 2001 - 2001
Siemens UGS PLM Software/Formerly Structural Dynamics Research Corp. 1996 - 2000
Skills
Equities, Portfolio Management, Hedge Funds, Fixed Income, Alternative Investments, Quantitative Finance, Risk Management, Asset Allocation, Portfolio Optimization, Trading, Financial Modeling, Investment Strategies, Investment Management, Derivatives, Equity Derivatives, ETFs, Quantitative Analytics, Asset Managment, Bonds, Capital Markets, Financial Markets, Options, Trading Systems, Relationship Management, Relationship Development, Asset Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2000 — 2002
Master of Business Administration (M.B.A.)
Vanderbilt University
MS, Ph.D. Candidate (ABD)
Renmin University of China
U.S. Trust August 2015 - Present
Chief Justice Earl Warren Institute on Law and Social Policy June 2013 - January 2014
Alameda County Family Justice Center January 2013 - August 2013
Suffolk University January 2012 - January 2013
Rhode Island Office of the Public Defender June 2011 - August 2011
Rhode Island Office of the Public Defender June 2006 - May 2010
Skills
Legal Research, Lexis, Microsoft Office, Criminal Law, Leadership, Research, Westlaw, Criminal Defense, Courts, Litigation, Fundraising, Legal Writing, Public Speaking, Community Outreach
Education
University of California, Berkeley - School of Law 2013 — 2014
Master of Laws (LL.M.), Social Justice and Public Policy
University of California, Berkeley - School of Law 2012 — 2013
Visiting Student
Suffolk University Law School 2010 — 2013
Juris Doctor
Rhode Island College 2005 — 2008
B.A. in Sociology and B.A. in Justice Studies
Johnson and Wales University 2004 — 2005
Citi, Personal Wealth Management June 2012 - Present
American Portfolios March 2009 - June 2012
U.S. Trust July 2004 - December 2008
U.S. Trust January 2001 - July 2004
U.S. Trust May 2000 - January 2001
U.S. Trust June 1998 - May 2000
Skills
Management, Banking, Risk Management, Leadership, Project Management, Financial Analysis, Strategic Planning, Portfolio Management, Customer Service, Business Analysis
Education
Johnson & Wales University 1994 — 1995
Culinary Arts
University of South Carolina-Columbia 1989 — 1993
Liberal Arts and Sciences/Liberal Studies
The Seattle Foundation August 2015 - Present
U.S. Trust February 2014 - July 2015
U.S. Trust April 2007 - January 2014
Schwabe Williamson & Wyatt March 2005 - March 2007
Holland & Knight LLP April 1999 - March 2005
Helsell Fetterman LLP November 1987 - March 1999
Street Youth Ministries 1989 - 1999
Skills
Alternative Investments, Investments, Securities, Portfolio Management, Asset Management, Investment Management, Wealth Management..., Series 7, Financial Services, Retirement Planning, Wealth, Private Banking, High Net Worth..., Tax, Estate Tax Planning, Management, Estate Planning
Education
Harvard Law School 1984 — 1987
JD, Law
University of Washington 1979 — 1984
BA, English
U.S. Trust July 2015 - Present
Nassau County Comptroller's Office June 2014 - August 2014
Relationship Science June 2013 - August 2013
Seawanhaka Corinthian Yacht Club January 2013 - August 2013
Banana Republic / Gap Inc. September 2012 - July 2013
Skills
Concept Development, Social Media, Research, Microsoft Excel, Microsoft Office, Management, Microsoft Word, Customer Service
Education
Hofstra University 2011 — 2015
Bachelor's Degree, International Business, 3.7
Wells Fargo March 2015 - Present
U.S. Trust January 2013 - March 2015
The Ayco Company, L.P., a Goldman Sachs Company July 2010 - January 2013
Philips June 2006 - July 2010
Skills
Strategic Financial..., Financial Planners, Personal Financial..., Certified Financial..., Holistic Financial..., Estate Planning, Estate Tax Planning, Retirement Planning, Retirement Benefits, Income Tax, LGBT community, Wealth Management..., Wealth Accumulation, Wealth Preservation..., Wealth Accumulation..., Multi-generational..., Intergenerational..., Property & Casualty..., Life Insurance, Disability Insurance, Term Life Insurance, Wealth Management, Investments, Portfolio Management, Asset Management, Financial Planning
Education
Georgia State University 2006 — 2010
Master of Business Administration (MBA), Master's Concentration in Personal Financial Planning
University of North Carolina at Wilmington 1997 — 2001
Bachelor of Science (BS), Business and Information Technology
U.S. Trust July 2015 - Present
Clique Asset Management LLC January 2015 - July 2015
Ashcraft Associates Insurance Agency September 2012 - December 2014
Prayoonto Racing January 2010 - September 2012
Skills
Sales, Marketing, Customer Service, Customer Satisfaction, Social Media, Social Media Marketing, Outlook, Account Management, Sales Management, Facebook, Selling, CRM, Microsoft Office, Microsoft Excel, PowerPoint, Social Networking, Microsoft Word, Day Trading, Investments, Equity Trading, Equity Valuation, Investment Strategies, Trading, Technical Analysis, Leadership, Management, Public Speaking, Cold Calling
Education
George Mason University 2009 — 2012
Bachelor of Science (B.S.), Finance
Bulls On Wallstreet
U.S. Trust July 2014 - Present
The Salvation Army NCV September 2009 - July 2014
Strategic Resources, Inc. April 2009 - September 2009
Navy Federal Trust Services June 2004 - April 2009
Acacia Group / Penn Mutual October 1987 - June 2004
Skills
Certified Financial..., Certified Trust and..., Estate Planning, Wealth Management, Financial Planning
Education
Hampden-Sydney College 1981 — 1985
Bachelor of Arts (B.A.), Managerial Economics
Henrico High School 1977 — 1981
Graduate
U.S. Trust September 2013 - Present
Providence College September 2010 - May 2013
Connecticut Tigers July 2012 - September 2012
Panera Bread June 2011 - September 2011
Skills
Social Media, Microsoft Office, Photoshop, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Customer Service, Advertising, Social Media Marketing, Event Planning, Public Speaking, Research, Teamwork, Marketing, Networking, Press Releases, Management
Education
Providence College 2009 — 2013
Bachelor of Science (B.S.), Marketing, Finance Minor
Macquarie University 2012 — 2012
Study Abroad Host Institution
SunTrust May 2015 - Present
Bank of America Merrill Lynch October 2012 - Present
U.S. Trust January 2008 - October 2012
Skills
Sales, Banking, Credit, Commercial Banking, Relationship Management, Financial Services, Loans, Portfolio Management, Retail Banking, Cash Management, Customer Service, Finance, Risk Management
Education
Georgia State University - J. Mack Robinson College of Business
Bachelor's Degree, Marketing
U.S. Trust February 2015 - Present
US Trust April 2013 - Present
Navigant April 2012 - March 2013
AccruePartners (Moore & Van Allen) March 2012 - April 2012
Harikrushna Investments April 2008 - January 2009
Skills
SQL, SAS, Excel, PowerPoint, Pivot Tables, Macro, R, Stata, Financial Analysis, Financial Modeling, Financial Markets, Corporate Finance, Statistics, Economics, Econometrics, Time Series Analysis, Quantitative Finance, Risk Management, Risk Assessment, Risk Analysis, Risk Mitigation, Trading, Electronic Trading, Trading Strategies, Accounting, Monte Carlo Simulation, Matlab, Options, Hedging, Bonds, Quantitative Analysis, Financial Risk..., Equities, Valuation, Microsoft Excel
Education
University of North Carolina at Charlotte - Belk College of Business 2010 — 2011
Master of Science, Mathematical Finance
Griffith University 2009 — 2009
Graduate Diploma, International Business Administration
U.S. Trust August 2010 - Present
Education
Hobart and William Smith Colleges 2006 — 2010
Bachelor’s Degree, Political Science and Government
Pacific Northwest National Laboratory May 2014 - Present
McGraw-Hill Higher Education January 2013 - March 2014
Centerlight Health System (Formerly Beth Abraham Health Services) August 2012 - December 2012
Citi October 2009 - August 2012
U.S. Trust November 2006 - September 2009
Brighton Credit Corporation October 2001 - October 2006
Americorp Inc May 1999 - October 2001
Skills
Compensation, Job Evaluation, Salary, Job Analysis, Job Descriptions, Deferred Compensation, Analysis, Compensation & Benefit, Forecasting, Onboarding, Finance, Benchmarking, Budgets, Human Resources, Management, Interviews, HRIS, Performance Management, Compensation, Compensation & Benefits, Talent Acquisition, Talent Management
Education
Long Island University, C.W. Post Campus 1996 — 1999
Bachelor of Science, Business Administration/Finance
U.S. Trust July 2015 - Present
U.S. Trust February 2014 - July 2015
U.S. Trust November 2012 - February 2014
U.S. Trust February 2012 - November 2012
Wolfe Trahan & Co. October 2011 - December 2011
Vox Network Technologies May 2010 - July 2010
ICAP August 2007 - June 2009
New York Mercantile Exchange May 2006 - July 2006
Education
Lehigh University - College of Business and Economics 2009 — 2011
Master of Business Administration (MBA), Finance
Penn State University 2003 — 2007
B.A., Economics, French
The Pingry School 1999 — 2003
U.S. Trust November 2014 - Present
Advent Software September 2012 - October 2014
Paraiso Adventures 2012 - 2014
HelpMyCash June 2010 - September 2010
Signature Estate & Investment Advisors, LLC August 2007 - July 2009
Skills
Investments, Financial Analysis, Financial Modeling, Valuation, Equities, Fixed Income, Data Analysis, Corporate Finance, Business Development, Finance, Asset Management, Private Equity, Strategic Financial..., Financial Services
Education
IESE Business School - University of Navarra 2009 — 2011
MBA, Finance
University of California, Santa Barbara 2003 — 2007
Bachelor of Arts, Business Economics
Capital One Wealth and Asset Management 2012 - Present
U.S. Trust 2005 - 2012
Skills
Portfolio Management, Wealth Management, Mutual Funds, Quantitative Analytics, Equities, Investment Strategies, Alternative Investments, Asset Allocation, Asset Management, Investment Management, Banking, Finance, Financial Analysis, Hedge Funds, Investment Advisory, Investments, Risk Management, Financial Services, Management
Education
Tulane University - A.B. Freeman School of Business
MBA
Hampton University
Bachelor of Science (B.S.)
Round Table Services, LLC October 1999 - Present
U.S. Trust 1995 - 1999
PwC 1986 - 1995
Skills
Estate Planning, Wealth Management, Retirement Planning, Strategic Financial..., Asset Management, Financial Services, Asset Allocation, Strategy, Strategic Planning, Private Equity, Tax, Board of Directors, QuickBooks, Investment Advisory, Alternative Investments, Philanthropy, Trusts
Education
Marist College 1982 — 1986
Bachelor of Science (BS), Accounting
Fordham University - Graduate School of Business Administration 1990 — 1992
Master of Science (MS), Taxation
U.S. Trust June 2015 - August 2015
Goldman Sachs May 2011 - April 2014
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Microsoft Office, Valuation, Capital Markets, Business Analysis, Project Management, Business Strategy
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Business Administration (MBA)
Christ University, Bangalore 2008 — 2011
Bachelor of Business Management, Accounting and Finance
U.S. Trust 2013 - Present
Bank of America Merrill Lynch June 2011 - January 2013
Merrill Lynch September 2010 - December 2010
Northrop Grumman Corporation September 2009 - December 2009
Skills
Series 7, Series 66, CFP Module 1, CFP Module 2, CFP Module 3, CFP Module 4, CFP Module 5, Investments, Finance, Strategic Financial..., Analysis, Portfolio Management, Financial Advisory
Education
Flagler College 2007 — 2011
B.A., Accounting, Business, Cum Laude
U.S. Trust February 2015 - Present
Hudson Valley Bank August 2011 - February 2015
Citigroup January 2011 - August 2011
Citigroup June 2005 - January 2011
Morgan Stanley January 2000 - June 2005
Education
Seton Hall University School of Law 1995 — 1998
Juris Doctor
Manhattan College 1991 — 1995
B.S., Marketing & International Business
U.S. Trust July 2013 - Present
The Knee Law Firm, LLC October 2007 - August 2013
Skills
Fiduciary, Tax Law, Estate Planning, estate litigation, Guardianship, Estate Administration, Elder Law, Special Needs Trusts, Trusts, Litigation, Appeals, Legal Writing
Education
Georgetown University Law Center
LL.M.
Marist College
BA, English/Communications
Seton Hall Law School
JD
Christian Union 2008 - 2010
U.S. Trust January 1999 - December 2002
Boatmen's Trust Company 1986 - 1994
Eagle Management & Trust Company 1972 - 1986
U.S. Navy 1964 - 1970
Skills
Fundraising, Equities, Strategic Planning, Business Development, Wealth Management, Public Speaking, Coaching, Program Management, Leadership Development, Leadership, Nonprofits, Strategy, New Business Development, Budgets, Public Relations, Community Outreach, Social Media, Marketing, Team Building, Entrepreneurship, Event Planning, Start-ups, Program Development, Management, Event Management, Project Management, Project Planning, Government, Organizational..., Social Networking, Training, Community Development, Teaching, Proposal Writing
Education
Harvard Business School 1970 — 1972
MBA
United States Naval Academy 1960 — 1964
B.S., Naval Science
Charles Schwab & Co., Inc. October 2002 - Present
U.S. Trust June 1999 - October 2002
Avatar Associates September 1986 - June 1999
Skills
Investment Management, Investment Strategies, Asset Allocation, Alternative Investments, Portfolio Management, Series 63, Management, Strategy, Wealth Management, Series 7, Investments, Asset Managment, Securities, Investment Advisory, Mutual Funds, Strategic Financial..., Hedge Funds, Equities, Fixed Income, Asset Management, Investment Banking, Retirement Planning, Options, FINRA, ETFs
Education
Fordham Gabelli School of Business 1987 — 1990
MBA, Finance
University of Delaware 1982 — 1986
BA, International Relations
Tru Technologies October 2010 - Present
ICSC June 2007 - October 2010
Platinum Plus September 2000 - January 2008
U.S. Trust February 1999 - April 2000
Health Insurance Plan of New York (HIP) January 1998 - February 1999
American Banker January 1996 - January 1998
Education
LIU Brooklyn 1994 — 1998
Business Finance
U.S. Trust September 2014 - Present
Goldman Sachs October 2010 - September 2014
Skills
Hedge Funds, Alternative Investments, Private Equity, Portfolio Management, Venture Capital, Equity Derivatives, Wealth Management, Asset Management, Investments, Asset Allocation, Trading, Derivatives, Investment Management, Investment Advisory, Equities, Fixed Income, Bonds, Trading Systems, FX Options, Financial Markets, Commodity, Global Macro, Risk Management, Equity Research, Investment Banking, Capital Markets, Economics, Valuation, Emerging Markets, Corporate Finance, LBO, Mergers, Financial Structuring, Mutual Funds, IPO, Fund Of Funds, Options, ETFs, Wealth Management..., Value Investing, Family Office, Equity Trading, Private Banking, Structured Products, Quantitative Finance, Angel Investing, Hedging, Proprietary Trading, Mergers & Acquisitions, Securities
Education
Harvard University 1996 — 2001
Bachelor of Arts (B.A.), Economics
Krosstown Studios May 2009 - Present
Super Soccer Stars March 2008 - July 2009
U.S. Trust June 2005 - December 2007
Screamingmedia 2000 - 2001
e-Satisfy 1999 - 2000
Customer Insites 1998 - 1999
Skills
Process Improvement, Change Management, Process Engineering, Business Process..., Operations Management, Six Sigma, Project Management, Business Analysis, Start-ups, Microsoft Office, Leadership, Management Consulting, Microsoft Excel, Data Analysis, Strategic Planning, Business Strategy
Education
Fordham University - Graduate School of Business Administration 2004 — 2006
Master of Business Administration (M.B.A.), Operations Management and Supervision
University of Maryland College Park 1995 — 1999
B.A., English, Political Science
Kellogg School of Management August 2014 - Present
U.S. Trust June 2015 - August 2015
The PFM Group September 2011 - August 2014
The PFM Group September 2006 - August 2011
General Motors 2002 - 2005
Skills
Data Analysis, Financial Modeling, Process Improvement, Financial Analysis, Business Analysis, Business Process..., Project Management, Management Consulting, Program Management, Visio, Analysis, Fixed Income, Management, Leadership, Strategic Planning
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA)
Georgia Institute of Technology 2003 — 2005
Bachelor of Science (B.S.), Industrial and Systems Engineering
Morehouse College 2000 — 2003
Bachelor of Science (B.S.), Mathematics
Baton Rouge Magnet High School
Fortress Investment Group September 2007 - Present
American Home Mortgage January 2006 - September 2007
Fitch Ratings January 2005 - January 2006
U.S. Trust December 2002 - January 2005
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Finance
Marist College 1998 — 2002
Business Administration, Finance
Farmingdale High School 1995 — 1998
Morgan Stanley August 2013 - Present
UBS Financial Services Inc. August 1999 - August 2013
Claremont Technology Group July 1997 - August 1999
UBS Financial Service (F.K.A. PaineWebber Inc.) April 1990 - July 1997
U.S. Trust April 1989 - April 1990
Skills
Equities, Options, Portfolio Management, Series 7, Financial Services, Wealth Management, Alternative Investments, Series 63, Leadership, Fixed Income, Investments, Market Data, Vendor Management, Product Management, Securities, Business Analysis, Capital Markets, Financial Analysis, Trading Systems, Trading, SDLC, Mutual Funds, Derivatives
Education
Iowa State University 1984 — 1988
Bachelor of Business Administration, Management
Iowa State University
Bachelor of Business Administration (B.B.A.), Management
Investment Management Firm July 2007 - Present
U.S. Trust May 2005 - July 2007
Education
University of South Florida 2003 — 2005
MBA, Finance, International Business, & Management
Louisiana State University 1997 — 2003
B.S., Finance
TIAA-CREF December 2013 - Present
U.S. Trust February 2008 - November 2013
Virtus Private Wealth August 2006 - February 2008
Bank of America December 2002 - August 2006
Banc of America Securities LLC (now Merrill Lynch) November 2001 - December 2002
Enron July 2000 - November 2001
Skills
Portfolio Management, Asset Allocation, Equity Research, Financial Modeling, Financial Advisory, Wealth Management, Investment Management, Valuation, Due Diligence, Quantitative Analytics, Chartered Financial..., Alternative Investments, High Net Worth..., Trading, Finance, Investment Strategies, Hedge Funds
Education
McGill University 1997 — 2000
B. Comm, Joint Honors - Economics & Finance
U.S. Trust October 2014 - Present
MUFG Americas October 2012 - October 2014
Morgan Stanley February 2005 - April 2012
AXA Advisors October 2003 - February 2005
Dean Witter Reynolds Inc. June 1995 - February 2003
Morgan Stanley Investment Management June 1995 - February 2003
Dillon Read June 1992 - June 1995
Skills
Mutual Funds, Financial Planning, Investment Banking, Series 7, Portfolio Management, Project Management, Series 63, Relationship Management, Investment Management, Insurance, Investment Advisory, Investments, Equities, Financial Services, Asset Management, Capital Markets, Analysis, Investment Strategies, Securities, Business Development, Asset Allocation, Wealth Management, Equity Research, Corporate Finance, FINRA, Business Analysis, Equity Valuation, Financial Modeling, Valuation, Financial Analysis, Financial Markets, Banking, Leadership, Market Data, Wealth Management..., Team Management, Vendor Management, PMO, SDLC, Project Portfolio..., Portfolio Optimization, Strategy, Strategic Financial..., Management
Education
Fordham University - Graduate School of Business Administration 1997 — 2000
MBA, Finance
University of Maryland College Park 1988 — 1992
BA, Economics
J.P. Morgan July 2009 - Present
J.P. Morgan January 2008 - July 2009
U.S. Trust June 2004 - December 2007
J.P. Morgan January 1998 - May 2004
J.P. Morgan October 1995 - January 1998
Skills
Pensions, 401k, Retirement, Securities, Investments, Global Custody, Fund Of Funds, Mutual Funds, Asset Allocation, Relationship Management, Fund Accounting, Fund Administration, Corporate Actions, Back Office, Pension Funds, Defined Contribution, Institutional..., Defined Benefit, Investment Management, Financial Risk, Derivatives, Alternative Investments, Banking, Financial Markets, Risk Management, Financial Services, Financial Analysis, ERISA, Finance, Bonds, Wealth Management, Credit, Series 63, Series 7, Portfolio Management
Education
Fordham Gabelli School of Business 1997 — 2001
MBA, Finance
University at Albany, SUNY 1987 — 1991
BA, Economics
ING Bank NV, New York Representative Office 2001 - Present
U.S. Trust 2003 - 2005
Morgan Stanley 1999 - 2001
Chase Manhattan Bank 1992 - 1999
Skills
Finance, Banking, Capital Markets, Corporate Finance, Credit Risk, Derivatives, Equities, Financial Modeling, Fixed Income, Risk Management, Commercial Banking, Loans, Strategy, Credit, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
Master of Business Administration (MBA), Corporate Finance
Hofstra University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
U.S. Trust 2014 - Present
JP Morgan 2010 - 2014
Point Capital Partners, LLC 2009 - 2010
Washington Corner Capital Management 2007 - 2009
Duff & Phelps 2004 - 2007
Education
Lehigh University 2000 — 2004
US Trust 1987 - Present
U.S. Trust 1987 - 2008
Education
Hofstra University 1971 — 1976
U.S. Trust May 2013 - Present
Cambridge Associates December 2011 - May 2013
Cambridge Associates December 2007 - December 2011
Cambridge Associates December 2006 - December 2007
Cambridge Associates June 2006 - December 2006
Skills
Portfolio Management, Investment Manager..., Portfolio Performance..., Investments, Asset Allocation, Alternative Investments, Financial Analysis, Finance, Financial Modeling, Bloomberg Terminal, Derivatives, Investment Management, Bloomberg, Fixed Income, Hedge Funds, Private Equity, Equities
Education
Lafayette College 2001 — 2005
Bachelor of Arts, Mathematics and Economics
U.S. Trust January 2014 - Present
US Trust October 2005 - Present
Skills
Portfolio Management, Alternative Investments, Strategic Financial..., Wealth Management, Asset Allocation, Asset Management, Equities, Financial Planning, Investments, Investment Strategies, Investment Advisory, ETFs, Investment Management, Series 7, High Net Worth..., Hedge Funds, Fixed Income, Wealth Management..., Wealth, Private Banking, Retirement Planning, Mutual Funds, Estate Planning
Education
Idaho State University
various October 2014 - Present
Orpheus Chamber Orchestra 2001 - Present
The Jackson Laboratory February 2002 - Present
Foreign Policy Association 2004 - Present
SpencerStuart February 2002 - September 2014
Russell Reynolds Associates 1978 - 2002
Smith Barney June 1973 - August 1978
U.S. Trust 1969 - 1971
Skills
Board of Directors, Management, International Business, Global Investment..., Executive Search, Non-Executive Director, Financial Advisory, Wealth Management..., Chartered Financial..., Foreign Relations, Non-profit Director
Education
Harvard Business School 1971 — 1973
MBA, Finance
Yale University 1965 — 1969
AB, Economics
Walnut Hills High School
Walnut Hills High School
Walnut Hills High School
Walnut Hills High School
Walnut Hills High School
U.S. Trust 2013 - Present
J.P. Morgan 2011 - August 2013
Wells Fargo - The Private Bank 2003 - 2011
Education
HEC School of Management / HEC Paris
MBA, Business- Management
ESIB- Ecole Superieure D'Ingenieurs de Beyrouth-USJ
Ingenieur Civil- Section Economie
First Republic Bank April 2006 - Present
U.S. Trust June 1994 - April 2006
Skills
Wealth Management..., High Net Worth..., Estate Planning, Relationship Management, Leadership, Private Banking, Series 7, Management, Series 63, Mutual Funds, Fixed Income, Hedge Funds, Retirement, Uniform Combined State..., Estate Tax Planning, Mortgage Lending, Trusts, Life Insurance, Capital Markets, Investment Strategies, Credit, Wealth, Bloomberg, Finance
Education
City University
Master of Business Administration (M.B.A.)
Lawrence University
Bachelor of Science (BS), Political Science and Government
U.S. Trust, Bank of America Private Wealth Management November 2006 - Present
U.S. Trust December 2004 - November 2007
Skills
Media Relations, Investor Relations, Strategic Communications, Crisis Communications, Internal Communications, Marketing Communications, Integrated Marketing, Press Releases, Copywriting, Management, Marketing, Strategy, Editing, Public Relations, Creative Direction, Strategic Planning
Education
Lake Forest College
U.S. Trust September 2014 - Present
J.P. Morgan, The Private Bank January 2013 - September 2014
Prudential Financial, Annuities December 2006 - January 2013
JP Morgan Chase January 2006 - December 2006
MetLife Financial Services May 2005 - January 2006
Skills
Fixed Annuities, Mutual Funds, Securities, Investments, Equities, Asset Managment, Finance, Project Management, Insurance, Series 6, Banking, Financial Services, Fixed Income, Asset Allocation, IRAs, Asset Management, Financial Analysis, Retirement Planning, Wealth Management, 401k, Retirement, Financial Advisory
Education
La Salle University - School of Business Administration 2009 — 2011
MBA, Finance
West Virginia University 2001 — 2005
BA, Economics
St. Joseph Regional
U.S. Trust November 2014 - Present
Northern Trust July 2006 - October 2014
Robbins and Henderson January 1997 - June 2006
Hambrecht & Quist 1994 - June 1996
Merrill Lynch 1990 - 1994
Salomon Brothers 1986 - 1990
Skills
Wealth Management, Alternative Investments, Hedge Funds, Fixed Income, Asset Managment, Series 7, Equities, Investments, Asset Management, Asset Allocation, Options, FINRA, Wealth Management..., Mutual Funds, Securities, Wealth, Series 63, Strategic Financial..., Trading, Portfolio Management, Estate Planning, Capital Markets, Private Equity, Equity Research, Strategy, Financial Services, Investment Banking, High Net Worth..., Investment Management, Investment Strategies, Investment Advisory, Finance, Financial Advisory, Valuation
Education
Georgetown University 1980 — 1984
BA
The Lawrenceville School 1977 — 1980
U.S. Trust August 2015 - Present
Bank of America January 2011 - Present
Bank of America February 2006 - 2010
Bank of America February 1997 - February 2006
Skills
Credit, Customer Retention, Retail Banking, Mortgage Lending, Sales Management, Management, Leadership Development, Leadership, Commercial Banking, Banking, Loans, Relationship Management, Risk Management, Customer Service, Portfolio Management, Sales
Education
Grays Harbor College 1992 — 1994
Associate's degree, Art History, Criticism and Conservation
USAfolios LLC April 2012 - Present
Biltmore Family Office, LLC September 2013 - November 2014
Griffin Asset Management April 2012 - September 2013
U.S. Trust January 2004 - April 2012
BankBoston 1998 - 2000
Fidelity Investments 1993 - 1998
US Navy 1983 - 1989
Skills
Portfolio Management, Investments, Asset Management, Financial Analysis, ETFs, Financial Advisory, Management, Strategy, Risk Management, Equities, Alternative Investments, Asset Managment, Business Strategy, Analysis, Fixed Income, Hedge Funds, High Net Worth..., Wealth Management, Wealth Management..., Strategic Planning, Capital Markets, Due Diligence, Financial Modeling, Leadership, Managerial Finance, Strategic Financial..., New Business Development
Education
London Business School 1989 — 1991
MBA, Finance
United States Naval Academy 1979 — 1983
BS, Resources Management
Danbury High School 1976 — 1979
Bank of America November 2013 - July 2014
J.P. Morgan February 2012 - December 2012
Wells Fargo July 2009 - February 2012
JPMorgan September 1995 - May 2009
U.S. Trust August 1987 - September 1995
EF Hutton September 1983 - August 1987
Skills
Excel, Visio, Word, PowerPoint, DTC, Microsoft Excel, VBA, CRM, Banking, Fixed Income, Analysis, Access, Business Analysis, Bloomberg
Education
Kingsborough Community College 1981 — 1983
A.A.S, Accounting
NYU Continuing Education
LAN Administration, Adult and Continuing Education and Teaching
U.S. Trust December 2014 - Present
Boston Private Bank & Trust Company April 2008 - December 2014
State Street Global Advisors February 2005 - March 2008
Boston College 2003 - 2005
Fidelity Investments, Charitable Services 1995 - 2003
Merrill Lynch February 1992 - February 1995
Skills
Asset Management, Endowments, Succession Planning, Planned Giving, Non-profits, Financial Planning, Estate Planning, Asset Managment, Strategic Financial..., Financial Analysis, Nonprofits, Finance, Investment Management, Investments, Wealth Management, Asset Allocation, Mutual Funds, Portfolio Management, Alternative Investments, Investment Strategies, Retirement Planning, Wealth Management..., Investment Advisory, Series 7, Equities, Financial Services, Charitable Giving
Education
Lynchburg College 1987 — 1991
BA, Economics
Lawrence Academy 1983 — 1987
Assured Guaranty February 2014 - Present
Year Up June 2014 - Present
Assured Guaranty February 2012 - February 2014
National Black MBA Association January 2012 - July 2013
Assured Guaranty June 2010 - February 2012
Moody's Investors Service 2006 - 2009
U.S. Trust 1999 - 2006
Skills
Credit Analysis, Risk Management, Financial Analysis, Fixed Income, Project Management, Bonds, Microsoft Excel, Data Analysis, Strategic Planning, MS Project, Finance, Strategy, Analysis, Leadership
Education
Fordham University - Graduate School of Business Administration 2005 — 2009
MBA, Finance
Sarah Lawrence College 1995 — 1999
BA, Liberal Arts
Oxford University - Wadham College 1997 — 1998
Economics; International Relations
Merrill Lynch Trust Company, a Division of Bank of America, N.A. 2009 - Present
Merrill Lynch 2002 - 2009
U.S. Trust 1998 - 2002
Morgan Guaranty Trust 1995 - 1998
Chemical Bank 1990 - 1995
Skills
Trust Services, Wealth Management, Estate Planning, Staff Management, Financial Services
Education
Fordham University 1986 — 1990
BA, American Studies
U.S. Trust February 2014 - Present
Bank of America October 2010 - February 2014
Town of Barnstable May 2007 - September 2010
Skills
Leadership, Fraud, Sales, Teamwork, Microsoft Office, Management, Microsoft Excel, Customer Service, Foreign Currency, PowerPoint, Microsoft Word, Outlook, Social Networking
Education
Franciscan University of Steubenville 2006 — 2009
Bachelor of Science, Business Management
Wealth Management Associates, LLC April 2009 - Present
Jamison, Eaton & Wood June 2003 - December 2008
U.S. Trust 1994 - 2003
Skills
Strategic Planning, Banking, Insurance, Financial Analysis, Management, Customer Service, Mergers & Acquisitions, Strategic Financial..., Portfolio Management, Team Building, Investments, Business Planning, Project Management, Risk Management, Finance, Hedge Funds, Equities, Credit, Budgets
Education
Hillsdale College 1963 — 1967
BA, Business Administration
Royal Bank of Scotland (RBS) November 1996 - Present
U.S. Trust February 1996 - November 1996
Coopers and Lybrand, LLC 1992 - 1996
Skills
Fixed Income, Derivatives, Investment Banking, Capital Markets, Swaps, Trading Systems, Middle Office, Bonds, Bloomberg, Interest Rate..., Hedge Funds, Credit Derivatives, Banking, Finance, Financial Services, Management, Business Analysis, Financial Analysis, Equities, Corporate Finance, FX Options
Education
Iona College 1988 — 1992
BBA, Accounting
Sachem High School 1984 — 1988
BB&T Wealth February 2014 - Present
U.S. Trust August 2003 - January 2014
Education
Hampden-Sydney College 1981 — 1985
BA, Economics
BNY Mellon Wealth Management August 2015 - Present
Gibraltar Private Bank & Trust April 2012 - August 2015
U.S. Trust May 1996 - April 2012
BNY Mellon 1989 - 1993
BNY Mellon 1989 - 1993
Skills
High Net Worth..., Strategic Planning, Portfolio Management, Wealth Management, Asset Management, Wealth Management..., Alternative Investments, Trust Services, Risk Management, Asset Allocation, Banking, Private Banking, Securities, Series 7, Investments, Investment Advisory, Investment Management
Education
Fordham University - Graduate School of Business Administration
MBA, Finance, General
Evercore Wealth Management, LLC October 2013 - Present
U.S. Trust July 2005 - April 2013
Wachovia, A Wells Fargo Comp June 1999 - June 2005
Skills
Ultra High Net Worth, Institutional Sales, Estate Planning, Asset Managment, Alternative Investments, Asset Protection, Multi-generational..., Loans, Asset Management, Retirement Planning, Trusts, Private Banking, Institutional..., Financial Services, Fixed Income, Strategic Financial..., Financial Planning, Investment Management, Wealth Management, Investments
Education
Jacksonville University
BS, Education
Victory Capital Management July 2003 - Present
NewBridge Partners, LLC March 1999 - June 2003
Campbell, Cowperthwait (Division of U.S. Trust) October 1996 - March 1999
U.S. Trust June 1994 - October 1996
Skills
Equities, Investments, Financial Analysis, Portfolio Management
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance
Muhlenberg College
Bachelor's Degree, International Studies
BMO Harris Private Banking April 2011 - Present
FISCO Investment Management September 2008 - June 2011
U.S. Trust May 2007 - September 2008
Bank Atlantic September 2003 - June 2004
Skills
Investments, Portfolio Management, Wealth Management, Asset Managment, Asset Allocation, Investment Management, Mutual Funds, Investment Strategies, Alternative Investments, Investment Advisory, Hedge Funds
Education
Florida Atlantic University 2008 — 2010
EMBA
Dale Carnegie Training Institute 2008 — 2008
course
Cannon Financial Institute 2007 — 2007
Certificate
Florida Atlantic University 2002 — 2006
Bachelor of Business Administration
U.S. Trust June 2015 - Present
Merrill Lynch July 2013 - June 2015
Merrill Lynch January 2007 - July 2013
Skills
Retirement Planning, Wealth Management, Investments, Certified Financial..., Series 7, Series 66, Portfolio Management
Education
Florida State University 2002 — 2006
Bachelor of Science (B.S.), Economics
U.S. Trust February 2015 - Present
U.S. Trust, Bank of America Private Wealth Management July 2012 - February 2015
U.S. Trust, Bank of America Private Wealth Management October 2011 - July 2012
Law Offices of Karen Cushman, P.C. March 2010 - December 2010
Office of the Attorney General of Texas July 2009 - August 2009
D. Woodard Glenn, PC April 2006 - July 2007
Education
Texas Wesleyan University School of Law 2009 — 2010
J.D., Law
Hofstra University School of Law 2007 — 2008
The University of Texas at Arlington 2002 — 2005
B.A., Criminology and Criminal Justice
Pace University March 2014 - Present
Neuberger Berman October 1995 - 2006
U.S. Trust June 1988 - October 1995
Skills
Employee Relations, Public Speaking, Management, Leadership, Customer Service, Talent Acquisition, Microsoft Office, Strategic Planning, Recruiting, Collaborative Problem..., Corporate Communications, Onboarding, IT liaison, Transition Management, Performance Management
Education
Fordham University - Graduate School of Business Administration 1991 — 1995
Master of Business Administration (MBA), Business Administration and Management, General
State University of New York at Albany 1984 — 1988
Bachelor of Arts (BA), Psychology
T. Rowe Price 2010 - Present
Columbia Management 2007 - 2010
U.S. Trust 2004 - 2007
U.S. Trust 1999 - 2005
Alliance Capital Management 1997 - 1999
Sanford C. Bernstein 1994 - 1997
Skills
Mutual Funds
Education
Fordham University
NYU Stern School of Business
U.S. Trust July 2014 - Present
Morgan Stanley February 2013 - Present
InterBank Mortgage Company February 2012 - February 2013
InterBank Mortgage Company August 2011 - February 2012
Dover Straits Restaurant July 2010 - August 2011
Skills
Customer Service, Credit Risk, Credit Analysis, Microsoft Excel, Manage Client..., Financial Services
Education
Loyola University of Chicago 2006 — 2010
Bachelor of Science (B.S.), Biology, General
Barrington High School
U.S. Trust May 2015 - Present
Bank of America May 2014 - May 2015
The Shooshan Company May 2013 - May 2014
Bank of America August 2011 - September 2012
Bank of America October 2008 - August 2011
Bank of America May 2008 - October 2008
Bank of America July 2007 - May 2008
Signature Theatre May 2005 - August 2005
Higher Horizons Head Start Day Care Center May 2004 - August 2004
Skills
Credit, Loans, Underwriting, Credit Risk, Microsoft Office, Microsoft Excel, Portfolio Management, Banking, Financial Analysis, Investments, Real Estate
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Virginia 2003 — 2007
BA, Economics, German
TJ 1999 — 2003
High School Diploma
U.S. Trust January 2014 - Present
Education
Indiana University - Kelley School of Business 2013 — 2015
Master of Science (M.S.), Finance
Campbell University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Trust and Wealth Management
U.S. Trust June 2007 - Present
Palm Beach Atlantic University January 2005 - August 2007
Crestmark Investment Management, Inc. August 2004 - June 2007
GenSpring Family Offices September 2001 - August 2004
Investment Consulting Group, Inc. August 1998 - August 2000
Skills
Portfolio Management, Alternative Investments, Investments, Asset Allocation, Hedge Funds, Due Diligence, Finance, Strategy, Management, Wealth Management, Investment Management, Asset Management, Investment Strategies, Equities, Investment Advisory, Fixed Income, Mutual Funds, Strategic Financial..., Capital Markets, Wealth Management..., Securities, Asset Managment
Education
University of Denver - Daniels College of Business 2000 — 2001
M.Acc., Accountancy
Florida International University - College of Business 1985 — 1994
B.S., Finance
Edward Jones May 2014 - Present
U.S. Trust September 2012 - May 2014
U.S. Trust October 2011 - September 2012
Willam Mac Taylor American Inn of Court 2010 - 2011
Lewisville Independent School District 1999 - 2011
Dallas Museum of Art January 2009 - December 2010
5th District Court of Appeals July 2010 - August 2010
S.M.U. Civil Clinic: Consumer Advocacy Project June 2010 - August 2010
DVAP June 2009 - July 2009
United States Navy Postal Services January 1988 - January 1990
Skills
Financial Planning, Investments, Financial Services, Finance, Research, Marketing, Leadership, Business Analysis, Analysis, Management, Customer Service, Public Speaking, Teaching, Business Development, Legal Research, Training, Time Management, Strategic Planning, Microsoft Office, Nonprofits, Team Leadership, Technology, Communication, PowerPoint, Portfolio Management, Risk Management, Team Building, Microsoft Excel, Wealth Management, Insurance, Strategy
Education
Southern Methodist University Dedman School of Law 2007 — 2011
Juris Doctor; S.M.U, Law
University of Oxford 2008 — 2008
S.M.U. Summer Study Abroad, Law, Transnational Commerce, U.K. Property Law
University of Maryland College Park
M.Ed., Instructional Design/Educational Technology
University of Maryland College Park
B.A., Humanities
University of North Texas
Graduate Teaching Certificate, Education
Frederick Community College
A.A, Fine Art
U.S. Trust July 2011 - August 2012
US Trust October 2009 - July 2011
Coverdell & Company, Inc. 2008 - 2009
Sommers Schwartz PC 2006 - 2006
Education
Loyola University Chicago School of Law 2006 — 2009
J.D., Law, cum laude, Tax Certificate, Health Law Certificate
University of Michigan
B.A.
CBS Corporation February 2014 - May 2015
U.S. Trust January 2013 - October 2013
Education
Fordham University - Graduate School of Business Administration 2014 — 2015
Master of Science (M.S.)
Pace University - Lubin School of Business 2011 — 2013
Master of Science (M.S.)
U.S. Trust July 2010 - Present
U.S. Trust November 2004 - July 2010
Raymond James Financial Inc. August 2001 - May 2004
Education
Greensboro College 1997 — 2001
B.S., Math
PNC April 2012 - Present
PNC Wealth Management March 2002 - April 2012
U.S. Trust August 1999 - March 2001
Merrill Lynch Trust Company March 1995 - April 1999
Skills
PowerPoint, Word, Customer Relations, Compliance, Customer Service, Investments, Portfolio Management, Risk Management, Software Documentation, Financial Analysis, Asset Management, Microsoft Word, Analysis, Financial Planning, Mutual Funds, Office Management, Access, Management
Education
Heidelberg University
Business Admistration, Junior
U.S. Trust June 2013 - Present
U.S. Trust, Bank of America May 2005 - Present
Skills
Alternative Investments, Asset Allocation, Portfolio Management, Investment Strategies, Asset Managment, Investment Management, Bloomberg, Investments, Hedge Funds, Wealth Management..., Wealth Management, Morningstar, Fixed Income, Mutual Funds, Equities, Equity Research
Education
Georgia State University - J. Mack Robinson College of Business 2001 — 2005
Bachelors of Science, Finance
U.S. Trust June 2013 - Present
U.S. Trust January 2009 - June 2013
U.S. Trust May 2004 - January 2009
UBS Wealth Management December 1999 - November 2003
Bear Stearns & Co. January 1993 - December 1999
Skills
Wealth Management, Portfolio Management, Alternative Investments, Hedge Funds, Strategic Financial..., Credit, Business Strategy, Executive Management
Education
Georgia State University 1993 — 1997
Bachelor of Science (B.S.), Finance, General
U.S. Trust November 2014 - Present
H2Ocean Restaurant July 2014 - June 2015
3 West August 2014 - November 2014
Fordham University September 2012 - May 2014
Fordham University August 2011 - May 2014
Skills
Spanish-speaking, Bloomberg, Research, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, PowerPoint, Bartender, Economics
Education
Fordham University 2011 — 2014
Bachelor of Arts (B.A.), Economics
U.S. Trust 2006 - Present
Skills
Wealth Management, Portfolio Management, Alternative Investments, Series 7, Asset Allocation, Asset Management, Investments, Equities, Fixed Income, Mutual Funds, Banking, Hedge Funds, Wealth Management..., Investment Management, Credit
Education
Harvard University
A.B.
U.S. Trust 2010 - Present
Northern Trust Corporation 2006 - 2010
Deutsche Bank 1999 - 2006
Skills
Wealth Management, Asset Management, Investment Management, Equities, Financial Analysis, Fixed Income, Risk Management, Alternative Investments, Equity Research, Private Equity, Mutual Funds, Financial Planning, Financial Modeling, Finance, Portfolio Management, Investments, Asset Allocation, Hedge Funds, Bloomberg, Investment Strategies, High Net Worth..., Investment Advisory, Fi
Education
Fordham University
Master of Business Administration (M.B.A.), lnvestment Management
Sacred Heart University
Bachelor's Degree, Finance and Business Management
BlackRock January 2014 - Present
Columbia Business School September 2012 - Present
BlackRock April 2012 - December 2013
Citi January 2010 - March 2012
Citi April 2008 - January 2010
U.S. Trust March 2006 - March 2008
McKinsey & Company September 1995 - February 2006
McKinsey & Company June 1994 - August 1994
AT&T Bell Laboratories August 1992 - August 1993
Skills
Global Management, Business Leadership, Marketing, Strategy, Innovation, Sales Management, Product Management, Financial Services, FinTech, CRM, Small Business, Wealth Management, Asset Management, Credit Cards, Consumer Lending, Retail Banking, Commercial Banking
Education
Stanford University Graduate School of Business 1993 — 1995
Master of Business Administration (M.B.A.)
Harvard University 1987 — 1992
Doctor of Philosophy (Ph.D.), Physics
Mount Holyoke College 1983 — 1987
Bachelor’s Degree, Majors in Physics and Mathematics, Minor in Computer Science