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.

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1,967 US Trust employees in database. Find out everything there's to know about US Trust employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

US Trust Employees

Employee
Years
Job
Industry
Marian Pan Marian Pan Fremont, California Details
Marian Pan's US Trust Experience July 2015 - Present
Job Portfolio Management Associate at U.S. Trust
Industry Financial Services
Experience
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

Christopher Zander Christopher Zander New York, New York Details
Christopher Zander's US Trust Experience March 2006 - December 2008
Job Partner, Chief Wealth Advisory Officer at Evercore Wealth Management
Industry Financial Services
Experience
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.)

William (Bill) Abeltin William (Bill) Abeltin Greater New York City Area Details
William (Bill) Abeltin's US Trust Experience June 2001 - May 2005
Job Procurement Operations and Sourcing Management Professional
Industry Logistics and Supply Chain
Experience
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

Philip Fahey Philip Fahey New York, New York Details
Philip Fahey's US Trust Experience February 2001 - January 2011
Job Director Private Banker at Deutsche Bank
Industry Financial Services
Experience
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

Steven Zenker Steven Zenker San Francisco Bay Area Details
Steven Zenker's US Trust Experience August 2007 - April 2011
Job Vice President of Investor Relations & Communications at Central Garden and Pet
Industry Consumer Goods
Experience
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

Tessa (McGinnis) Lester Tessa (McGinnis) Lester Dallas, Texas Details
Tessa (McGinnis) Lester's US Trust Experience June 2015 - Present
Job Specialty Asset Associate at U.S. Trust
Industry Oil & Energy
Experience
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

Chip Olson Chip Olson United States Details
Chip Olson's US Trust Experience 1984 - 1990
Job Senior Vice President
Industry Investment Management
Experience
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

Chan-Ree Kim Chan-Ree Kim Greater New York City Area Details
Chan-Ree Kim's US Trust Experience October 2001 - December 2002
Job Manager at The Blackstone Group
Industry Investment Management
Experience
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

John Warme John Warme Providence, Rhode Island Area Details
John Warme's US Trust Experience October 2013 - Present
Job Vice President, Portfolio Manager at U.S. Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
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

Veronica Maybury Veronica Maybury Ponte Vedra Beach, Florida Details
Veronica Maybury's US Trust Experience July 2008 - June 2014
Job Client Advisor at Seaside National Bank & Trust
Industry Financial Services
Experience
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

Amy Shannon Amy Shannon Greater New York City Area Details
Amy Shannon's US Trust Experience 2013 - Present
Job Client Sales and Service Officer at U.S. Trust
Industry Financial Services
Experience
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

Alison Dally Alison Dally New York, New York Details
Alison Dally's US Trust Experience October 2013 - Present
Job Portfolio Management Assistant at U.S. Trust
Industry Financial Services
Experience
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

James Dowling James Dowling Palm Beach, Florida Details
James Dowling's US Trust Experience March 1989 - March 2007
Job
Industry Banking
Experience
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

Rashmee Goes Rashmee Goes Greater Atlanta Area Details
Rashmee Goes's US Trust Experience September 2010 - Present
Job
Industry Financial Services
Experience
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

Nicole McConaghy Nicole McConaghy Medford, Massachusetts Details
Nicole McConaghy's US Trust Experience September 2014 - Present
Job Trust Administrative Officer at U.S Trust, Bank of America Private Wealth Management
Industry Banking
Experience
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

Patrice Hudson Patrice Hudson Olathe, Kansas Details
Patrice Hudson's US Trust Experience October 2014 - Present
Job Senior Trust Officer at U.S. Trust
Industry Banking
Experience
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

Joseph Escobar Joseph Escobar Palo Alto, California Details
Joseph Escobar's US Trust Experience October 2012 - May 2015
Job Staff Accountant
Industry Accounting
Experience
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

Christopher J. Grell Christopher J. Grell Greater New York City Area Details
Christopher J. Grell's US Trust Experience January 1992 - January 2002
Job Vice President at U.S. Bank
Industry Banking
Experience
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

Glen Macdonald Glen Macdonald Greater New York City Area Details
Glen Macdonald's US Trust Experience October 2014 - Present
Job Senior Vice President Private Client Advisor at U.S. Trust
Industry Investment Management
Experience
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

John Batterton, Jr. John Batterton, Jr. Greater New York City Area Details
John Batterton, Jr.'s US Trust Experience August 2014 - Present
Job Associate Wealth Strategist at U.S. Trust Company
Industry Law Practice
Experience
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

Quinn Whitaker Quinn Whitaker Chicago, Illinois Details
Quinn Whitaker's US Trust Experience June 2014 - August 2014
Job Global Wealth & Investment Management Analyst at U.S. Trust
Industry Financial Services
Experience
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

Adam Betancourt Adam Betancourt New York, New York Details
Adam Betancourt's US Trust Experience August 2015 - Present
Job Treasury Analyst at Fortress Investment Group
Industry Financial Services
Experience
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

Kizabi Zongwe Kizabi Zongwe Greater New York City Area Details
Kizabi Zongwe's US Trust Experience May 2012 - Present
Job Business Support Lead I at US Trust Private Wealth Management
Industry Banking
Experience
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

Dwain Carryl Dwain Carryl New York, New York Details
Dwain Carryl's US Trust Experience September 2013 - Present
Job Senior Vice President at U.S. Trust
Industry Financial Services
Experience
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

Jeff Lanier Jeff Lanier Houston, Texas Details
Jeff Lanier's US Trust Experience 1999 - 2001
Job Global Head of Health Business Alliances at AIG
Industry Financial Services
Experience
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

Michael Dabrowski Michael Dabrowski Greater Philadelphia Area Details
Michael Dabrowski's US Trust Experience May 2015 - Present
Job Portfolio Oversight Manager at U.S. Trust
Industry Financial Services
Experience
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

Brian Boughner Brian Boughner Greenville, South Carolina Area Details
Brian Boughner's US Trust Experience 2006 - 2008
Job Trusted Advisor | Experienced Investment Manager | Creative Problem Solver | Connector + Networker | Community Advocate
Industry Investment Management
Experience
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

Yvan Bodart Yvan Bodart Boston, Massachusetts Details
Yvan Bodart's US Trust Experience September 2015 - Present
Job Associate Portfolio Manager at U.S. Trust
Industry Financial Services
Experience
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

Melissa Jacoby, CTFA Melissa Jacoby, CTFA Greater Boston Area Details
Melissa Jacoby, CTFA's US Trust Experience September 2013 - Present
Job Senior Vice President / Northeast Regional Fiduciary Officer at U.S. Trust
Industry Financial Services
Experience
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

Katherine Wynne Katherine Wynne Dallas/Fort Worth Area Details
Katherine Wynne's US Trust Experience October 2014 - Present
Job Private Client Advisor at U.S. Trust
Industry Financial Services
Experience
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

Alva Carter-Hasan Alva Carter-Hasan Greater New York City Area Details
Alva Carter-Hasan's US Trust Experience August 2011 - Present
Job Vice President at U.S. Trust
Industry Banking
Experience
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

David Salit David Salit Providence, Rhode Island Details
David Salit's US Trust Experience March 2011 - Present
Job Managing Director, Private Client Advisor
Industry Investment Management
Experience
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.)

Andrew McGrade Andrew McGrade Greater New York City Area Details
Andrew McGrade's US Trust Experience September 2011 - January 2015
Job Innovative Investment Management and Private Banking Leader
Industry Investment Management
Experience
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

Scott Runkle Scott Runkle Greater New York City Area Details
Scott Runkle's US Trust Experience December 2000 - August 2001
Job Senior Manager Retirement Programs at Avon
Industry Human Resources
Experience
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

Nicole Meyer Nicole Meyer New York, New York Details
Nicole Meyer's US Trust Experience 2000 - 2003
Job Founder and Managing Partner, The Meyer Partnership
Industry Staffing and Recruiting
Experience
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

Deirdre Vollmer Deirdre Vollmer Washington, District Of Columbia Details
Deirdre Vollmer's US Trust Experience November 2007 - June 2009
Job
Industry Banking
Experience
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

Thomas Inskeep Thomas Inskeep San Francisco Bay Area Details
Thomas Inskeep's US Trust Experience February 2006 - April 2008
Job Logistical Coordinator, Executive Briefing Center at McKesson
Industry Hospital & Health Care
Experience
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

Louise Bairnsfather, CRPC Louise Bairnsfather, CRPC Nashville, Tennessee Details
Louise Bairnsfather, CRPC's US Trust Experience April 2012 - Present
Job Vice President, Private Client Manager, U. S. Trust, Nashville, TN
Industry Investment Management
Experience
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

Anthony Episcopio Anthony Episcopio Brooklyn, New York Details
Anthony Episcopio's US Trust Experience January 2014 - December 2014
Job State & Local Tax Services at PwC
Industry Financial Services
Experience
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%

Jenele Williams Jenele Williams Greater New York City Area Details
Jenele Williams's US Trust Experience June 2015 - August 2015
Job Business Administration Student At Hampton University
Industry Accounting
Experience
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

Thomas C. Baxter Thomas C. Baxter Minneapolis, Minnesota Details
Thomas C. Baxter's US Trust Experience December 2009 - Present
Job Vice President Senior Trust Officer at U.S. Trust
Industry Financial Services
Experience
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

Mohammad Fasihi, MBA Mohammad Fasihi, MBA Greater Atlanta Area Details
Mohammad Fasihi, MBA's US Trust Experience May 2014 - Present
Job Portfolio Manager
Industry Banking
Experience
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

Nina Sullivan Nina Sullivan Greater New York City Area Details
Nina Sullivan's US Trust Experience June 2013 - August 2013
Job Tax Intern at KPMG US
Industry Accounting
Experience
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

Daphne Topel-Samek Daphne Topel-Samek New York, New York Details
Daphne Topel-Samek's US Trust Experience June 2013 - August 2013
Job Oribe
Industry Apparel & Fashion
Experience
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

Felicia Grant-Mardehow Felicia Grant-Mardehow Macon, Georgia Details
Felicia Grant-Mardehow's US Trust Experience May 2014 - Present
Job Trust Administrative Officer at U.S. Trust
Industry Law Practice
Experience
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

Susanne Capodanno Susanne Capodanno Jupiter, Florida Details
Susanne Capodanno's US Trust Experience 2004 - 2009
Job Retired Fiduciary Specialist
Industry Accounting
Experience
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

Frank Pino Frank Pino New York, New York Details
Frank Pino's US Trust Experience August 2005 - August 2007
Job Manager, M&A Transactions & Restructuring at KPMG
Industry Management Consulting
Experience
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.)

Paul Hudson Paul Hudson Sarasota, Florida Details
Paul Hudson's US Trust Experience May 2012 - Present
Job Managing Director at U.S. Trust
Industry Financial Services
Experience
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

Lauren Rocklin Lauren Rocklin Greater New York City Area Details
Lauren Rocklin's US Trust Experience June 2014 - Present
Job Senior Vice President at U.S. Trust, Bank of America Private Wealth Management
Industry Investment Management
Experience
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

Trace Shapiro Trace Shapiro Fort Lauderdale, Florida Details
Trace Shapiro's US Trust Experience August 2015 - Present
Job Vice President, US Trust Private Wealth Management
Industry Financial Services
Experience
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

Matthew Kinnan Matthew Kinnan Greater Boston Area Details
Matthew Kinnan's US Trust Experience June 2013 - Present
Job Fixed Income Research Analyst at U.S. Trust
Industry Financial Services
Experience
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

Kristina McDonough Kristina McDonough Greater New York City Area Details
Kristina McDonough's US Trust Experience August 2003 - July 2007
Job Corporate Finance/Capital Sourcing Restaurants
Industry Financial Services
Experience
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

Jayme Califano Jayme Califano San Francisco, California Details
Jayme Califano's US Trust Experience August 2009 - April 2010
Job Assistant Complex Director at UBS Financial Services
Industry Financial Services
Experience
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

Sande Melton Sande Melton Odessa/Midland, Texas Area Details
Sande Melton's US Trust Experience July 2005 - Present
Job Vice President
Industry Financial Services
Experience
U.S. Trust   July 2005 - Present
Chase  June 1999 - May 2005

Education
McMurry University
Bachelor of Science (B.S.), Finance

Jose Alcantara Jose Alcantara Greater New York City Area Details
Jose Alcantara's US Trust Experience January 2007 - June 2008
Job Vice President at BNY Mellon
Industry Financial Services
Experience
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

Xiaoyu Liu Xiaoyu Liu Greater New York City Area Details
Xiaoyu Liu's US Trust Experience 2004 - 2007
Job Portfolio Manager: US, International Equities
Industry Investment Management
Experience
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

John R. Pollino, Esq., LL.M. John R. Pollino, Esq., LL.M. Providence, Rhode Island Area Details
John R. Pollino, Esq., LL.M.'s US Trust Experience August 2015 - Present
Job Trust settlement Officer at U.S. Trust/Licensed attorney in the State of New York
Industry Law Practice
Experience
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

Philip Cordero Philip Cordero Farmingville, New York Details
Philip Cordero's US Trust Experience July 2004 - December 2008
Job Vice President, Advisory Products and Performance Reporting
Industry Financial Services
Experience
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

Susan L Peterson Susan L Peterson Greater Seattle Area Details
Susan L Peterson's US Trust Experience February 2014 - July 2015
Job Director of Philanthropic Partnerships at The Seattle Foundation
Industry Philanthropy
Experience
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

Maria Famiglietti Maria Famiglietti Glen Cove, New York Details
Maria Famiglietti's US Trust Experience July 2015 - Present
Job Student at Hofstra University
Industry
Experience
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

Bradley Hilton, CFP®, MBA Bradley Hilton, CFP®, MBA Atlanta, Georgia Details
Bradley Hilton, CFP®, MBA's US Trust Experience January 2013 - March 2015
Job Assistant Vice President, Wealth Strategies Analyst at U.S. Trust
Industry Financial Services
Experience
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

Evan Rowland Evan Rowland Washington D.C. Metro Area Details
Evan Rowland's US Trust Experience July 2015 - Present
Job GWIM Analyst at U.S. Trust
Industry Investment Management
Experience
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

Joseph Lipscomb, CFP, CTFA Joseph Lipscomb, CFP, CTFA Virginia Beach, Virginia Details
Joseph Lipscomb, CFP, CTFA's US Trust Experience July 2014 - Present
Job Vice President, Senior Trust Officer
Industry Banking
Experience
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

Sarah Libby Sarah Libby Boston, Massachusetts Details
Sarah Libby's US Trust Experience September 2013 - Present
Job Business Support Lead
Industry Marketing and Advertising
Experience
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

Ashlee L. Freeman Ashlee L. Freeman Greater Atlanta Area Details
Ashlee L. Freeman's US Trust Experience January 2008 - October 2012
Job Treasury Specialist
Industry Banking
Experience
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

Mayank Patel, FRM Mayank Patel, FRM Charlotte, North Carolina Area Details
Mayank Patel, FRM's US Trust Experience February 2015 - Present
Job VP Senior Performance Analyst at U.S. Trust
Industry Financial Services
Experience
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

Nick Ventura Nick Ventura New York, New York Details
Nick Ventura's US Trust Experience August 2010 - Present
Job Vice President, Senior Client Associate at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   August 2010 - Present

Education
Hobart and William Smith Colleges   2006 — 2010
Bachelor’s Degree, Political Science and Government

Johnnie Asencio Johnnie Asencio Richland/Kennewick/Pasco, Washington Area Details
Johnnie Asencio's US Trust Experience November 2006 - September 2009
Job Compensation & Benefits Manager at Pacific Northwest National Laboratory
Industry Human Resources
Experience
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

Sarah Dwyer Sarah Dwyer New York, New York Details
Sarah Dwyer's US Trust Experience July 2015 - Present
Job VP; Portfolio Manager at U.S. Trust
Industry Financial Services
Experience
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

Austin Liggett Austin Liggett New York, New York Details
Austin Liggett's US Trust Experience November 2014 - Present
Job Investment Analyst
Industry Investment Management
Experience
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

Tamara Jackson Wyre Tamara Jackson Wyre New Orleans, Louisiana Details
Tamara Jackson Wyre's US Trust Experience 2005 - 2012
Job Director | Senior Portfolio Manager at Capital One Wealth and Asset Management
Industry Investment Management
Experience
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.)

Steven Giacona Steven Giacona New York, New York Details
Steven Giacona's US Trust Experience 1995 - 1999
Job Managing Partner at Round Table Services, LLC
Industry Financial Services
Experience
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

Urja Ojha Urja Ojha Bloomington, Indiana Details
Urja Ojha's US Trust Experience June 2015 - August 2015
Job MBA Candidate at Kelley School of Business
Industry Financial Services
Experience
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

Timothy L. Scott, Jr. (T.J.) Timothy L. Scott, Jr. (T.J.) Boca Raton, Florida Details
Timothy L. Scott, Jr. (T.J.)'s US Trust Experience 2013 - Present
Job Portfolio Manager Associate at U.S. Trust
Industry Financial Services
Experience
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

Vivian P. DeLillo Vivian P. DeLillo Greater New York City Area Details
Vivian P. DeLillo's US Trust Experience February 2015 - Present
Job Vice President & Trust Officer at U.S. Trust, Bank of America
Industry Financial Services
Experience
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

Kimberly Rescorla Kimberly Rescorla Greater New York City Area Details
Kimberly Rescorla's US Trust Experience July 2013 - Present
Job Senior Trust Officer at U.S. Trust
Industry Law Practice
Experience
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

Joe Ince Joe Ince Houston, Texas Area Details
Joe Ince's US Trust Experience January 1999 - December 2002
Job Sales and Client Service Professional
Industry Financial Services
Experience
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

Liz Ann Sonders Liz Ann Sonders Greater New York City Area Details
Liz Ann Sonders's US Trust Experience June 1999 - October 2002
Job Chief Investment Strategist at Charles Schwab & Co., Inc.
Industry Investment Management
Experience
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

Gregory Abraham Gregory Abraham Greater Atlanta Area Details
Gregory Abraham's US Trust Experience February 1999 - April 2000
Job Project Manager, Seasoned Professional
Industry Internet
Experience
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

Donald Jones, CFA, CAIA Donald Jones, CFA, CAIA Greater Boston Area Details
Donald Jones, CFA, CAIA's US Trust Experience September 2014 - Present
Job Senior Vice President at U.S. Trust, Bank of America Private Wealth Management
Industry Investment Management
Experience
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

Josh Kross Josh Kross Greater New York City Area Details
Josh Kross's US Trust Experience June 2005 - December 2007
Job Owner at Krosstown Studios
Industry Management Consulting
Experience
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

David Orise David Orise Evanston, Illinois Details
David Orise's US Trust Experience June 2015 - August 2015
Job Class of 2016 MBA Candidate at Kellogg School of Management
Industry Financial Services
Experience
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

Steven Willemin Steven Willemin Greater New York City Area Details
Steven Willemin's US Trust Experience December 2002 - January 2005
Job Vice President at Fortress Investment Group
Industry Financial Services
Experience
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

Allan Golotko Allan Golotko Greater New York City Area Details
Allan Golotko's US Trust Experience April 1989 - April 1990
Job Executive Director; Head of CES Product Management at Morgan Stanley
Industry Financial Services
Experience
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

Nickie Blakley Nickie Blakley Orlando, Florida Details
Nickie Blakley's US Trust Experience May 2005 - July 2007
Job Equity Analyst
Industry Investment Management
Experience
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

Daniel Kang, CFA, CFP® Daniel Kang, CFA, CFP® Austin, Texas Area Details
Daniel Kang, CFA, CFP®'s US Trust Experience February 2008 - November 2013
Job Senior Portfolio Manager at TIAACREF
Industry Investment Management
Experience
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

Heather Tancredi Heather Tancredi Greater New York City Area Details
Heather Tancredi's US Trust Experience October 2014 - Present
Job SVP, Business Strategy & Initiatives Manager at U.S. Trust
Industry Financial Services
Experience
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

Edward Semlies Edward Semlies Greater New York City Area Details
Edward Semlies's US Trust Experience June 2004 - December 2007
Job Vice President/Client Service Manager
Industry Financial Services
Experience
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

James Patten James Patten Greater New York City Area Details
James Patten's US Trust Experience 2003 - 2005
Job Director Account Manager General Industries
Industry Banking
Experience
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

Chris Parillo Chris Parillo Greater New York City Area Details
Chris Parillo's US Trust Experience 2014 - Present
Job Senior Vice President at U.S. Trust
Industry Financial Services
Experience
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

Al Freise Al Freise Greater New York City Area Details
Al Freise's US Trust Experience 1987 - Present
Job Vice president
Industry Banking
Experience
US Trust   1987 - Present
U.S. Trust   1987 - 2008

Education
Hofstra University   1971 — 1976

Victor Krasij, CFA Victor Krasij, CFA Washington D.C. Metro Area Details
Victor Krasij, CFA's US Trust Experience May 2013 - Present
Job Vice President, Portfolio Manager at U.S. Trust
Industry Financial Services
Experience
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

Alicia Bennett, CFP CAIA Alicia Bennett, CFP CAIA Greater Seattle Area Details
Alicia Bennett, CFP CAIA's US Trust Experience January 2014 - Present
Job Senior Vice President, Senior Portfolio Manager at U.S. Trust
Industry Investment Management
Experience
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

Richard Lannamann Richard Lannamann Sarasota, Florida Area Details
Richard Lannamann's US Trust Experience 1969 - 1971
Job Corporate Director/Mutual Fund Director/Senior Advisor
Industry Management Consulting
Experience
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

Liliane Haddad Liliane Haddad Houston, Texas Area Details
Liliane Haddad's US Trust Experience 2013 - Present
Job U.S.Trust, Bank of America Private Wealth Management
Industry Banking
Experience
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

Karin J. Barber Karin J. Barber Portland, Oregon Area Details
Karin J. Barber's US Trust Experience June 1994 - April 2006
Job Managing Director and Senior Trust Officer at First Republic Trust Company (a division of First Republic Bank)
Industry Investment Management
Experience
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

Denise Kazmier Denise Kazmier Greater New York City Area Details
Denise Kazmier's US Trust Experience December 2004 - November 2007
Job Vice President at U.S. Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
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

Robert Reina Robert Reina Greater New York City Area Details
Robert Reina's US Trust Experience September 2014 - Present
Job Institutional Portfolio Oversight Manager at U.S. Trust
Industry Financial Services
Experience
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

Edward (Ted) Henderson Edward (Ted) Henderson Greater New York City Area Details
Edward (Ted) Henderson's US Trust Experience November 2014 - Present
Job Managing Director at U.S. Trust
Industry Investment Management
Experience
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

Kari Koochagian Kari Koochagian Seattle, Washington Details
Kari Koochagian's US Trust Experience August 2015 - Present
Job CSSO at U.S. Trust
Industry Investment Banking
Experience
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

Dan Evans Dan Evans Charlotte, North Carolina Area Details
Dan Evans's US Trust Experience January 2004 - April 2012
Job USAfolios LLC Founder/CEO
Industry Financial Services
Experience
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

Warren Seifter Warren Seifter Charlotte, North Carolina Details
Warren Seifter's US Trust Experience August 1987 - September 1995
Job Financial ServicesBusiness and Operations Analyst
Industry Financial Services
Experience
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

Rick Tyson Rick Tyson Greater Boston Area Details
Rick Tyson's US Trust Experience December 2014 - Present
Job Senior Vice President at U.S. Trust
Industry Investment Management
Experience
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

Joyah Pugh Joyah Pugh Greater New York City Area Details
Joyah Pugh's US Trust Experience 1999 - 2006
Job Vice President at Assured Guaranty
Industry Financial Services
Experience
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

Lisa Zangara-Bogle Lisa Zangara-Bogle Greater New York City Area Details
Lisa Zangara-Bogle's US Trust Experience 1998 - 2002
Job Senior Vice President & Market Trust Director
Industry Financial Services
Experience
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

Josh Pitcher Josh Pitcher Greater Boston Area Details
Josh Pitcher's US Trust Experience February 2014 - Present
Job Client Service Analyst at U.S. Trust Bank of America Private Wealth Management
Industry Banking
Experience
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

Leonard LoDico Leonard LoDico Greater Philadelphia Area Details
Leonard LoDico's US Trust Experience 1994 - 2003
Job Registered Rep at Wealth Management Associates, LLC
Industry Financial Services
Experience
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

Joy Kousoulas Joy Kousoulas Greater New York City Area Details
Joy Kousoulas's US Trust Experience February 1996 - November 1996
Job Vice President at RBS Markets and International Banking
Industry Banking
Experience
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

Gary Boswick Gary Boswick Norfolk, Virginia Area Details
Gary Boswick's US Trust Experience August 2003 - January 2014
Job Private Wealth Advisor at BB&T Wealth
Industry Financial Services
Experience
BB&T Wealth  February 2014 - Present
U.S. Trust   August 2003 - January 2014

Education
Hampden-Sydney College   1981 — 1985
BA, Economics

Paul Sawina Paul Sawina Greater New York City Area Details
Paul Sawina's US Trust Experience May 1996 - April 2012
Job Vice President at BNY Mellon Wealth Management
Industry Banking
Experience
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

Tom Trenchard Tom Trenchard Greater New York City Area Details
Tom Trenchard's US Trust Experience July 2005 - April 2013
Job Vice President, Evercore Wealth Management, LLC
Industry Investment Management
Experience
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

Michael Koskuba Michael Koskuba Greater New York City Area Details
Michael Koskuba's US Trust Experience June 1994 - October 1996
Job Senior Portfolio Manager at Victory Capital Management
Industry Investment Management
Experience
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

Cristina Ciolacu Cristina Ciolacu West Palm Beach, Florida Area Details
Cristina Ciolacu's US Trust Experience May 2007 - September 2008
Job Associate Portfolio Manager at BMO Harris Private Banking
Industry Financial Services
Experience
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

Logan Webb, CFP® Logan Webb, CFP® Dallas, Texas Details
Logan Webb, CFP®'s US Trust Experience June 2015 - Present
Job Portfolio Manager at U.S. Trust
Industry Financial Services
Experience
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

Amanda Sarp Amanda Sarp Dallas, Texas Details
Amanda Sarp's US Trust Experience February 2015 - Present
Job Vice President; Trust Relationship Officer II at US Trust
Industry Financial Services
Experience
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

Christine Lampersberger Christine Lampersberger Greater New York City Area Details
Christine Lampersberger's US Trust Experience June 1988 - October 1995
Job Staff Development Coordinator at Pace University
Industry Human Resources
Experience
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

Laurette O'Malley Laurette O'Malley Baltimore, Maryland Area Details
Laurette O'Malley's US Trust Experience 2004 - 2007
Job Vice President, T. Rowe Price
Industry Investment Management
Experience
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

Kosta Metropulos Kosta Metropulos Greater Chicago Area Details
Kosta Metropulos's US Trust Experience July 2014 - Present
Job U.S. Trust, Bank of America PWM
Industry Financial Services
Experience
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

Boriana Bakaltcheva Boriana Bakaltcheva Washington D.C. Metro Area Details
Boriana Bakaltcheva's US Trust Experience May 2015 - Present
Job Structured Credit Specialist at U.S. Trust
Industry Banking
Experience
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

Derek Garland Derek Garland Columbia, South Carolina Details
Derek Garland's US Trust Experience January 2014 - Present
Job Assistant Vice President and Specialized Fiduciary Officer II at U.S. Trust, Bank of America Private Wealth Management
Industry Investment Management
Experience
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

Aldo Palles, CFA, CAIA, CMT, CFP®, CTFA Aldo Palles, CFA, CAIA, CMT, CFP®, CTFA West Palm Beach, Florida Area Details
Aldo Palles, CFA, CAIA, CMT, CFP®, CTFA's US Trust Experience June 2007 - Present
Job Portfolio Manager
Industry Financial Services
Experience
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

Tricia Higson, M.Ed., J.D. Tricia Higson, M.Ed., J.D. Dallas/Fort Worth Area Details
Tricia Higson, M.Ed., J.D.'s US Trust Experience September 2012 - May 2014
Job Financial Services, Trust and Wealth Management for Individuals, Families and Businesses
Industry Financial Services
Experience
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

Melissa Wen Melissa Wen Greater New York City Area Details
Melissa Wen's US Trust Experience July 2011 - August 2012
Job Estate Settlement Officer at U.S. Trust
Industry Financial Services
Experience
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.

Hugh Yu Hugh Yu Greater New York City Area Details
Hugh Yu's US Trust Experience January 2013 - October 2013
Job
Industry Accounting
Experience
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.)

Brian Kusk Brian Kusk Las Vegas, Nevada Details
Brian Kusk's US Trust Experience July 2010 - Present
Job Portfolio Manager, U.S. Trust
Industry Investment Management
Experience
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

Marcia Moehring Marcia Moehring Toledo, Ohio Area Details
Marcia Moehring's US Trust Experience August 1999 - March 2001
Job Senior Real Estate Associate at PNC
Industry Financial Services
Experience
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

Jayshri Patel Jayshri Patel Greater New York City Area Details
Jayshri Patel's US Trust Experience June 2013 - Present
Job Portfolio Manager, Vice President at U.S. Trust, Bank of America
Industry Investment Management
Experience
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

Chris Georgia, CFA Chris Georgia, CFA Atlanta, Georgia Details
Chris Georgia, CFA's US Trust Experience June 2013 - Present
Job Managing Director, Regional Investment Executive at U.S. Trust
Industry Financial Services
Experience
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

Matthew Cianci Matthew Cianci Bronx, New York Details
Matthew Cianci's US Trust Experience November 2014 - Present
Job Portfolio Management Assistant at U.S. Trust
Industry Financial Services
Experience
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

Randal Chin Randal Chin Los Angeles, California Details
Randal Chin's US Trust Experience 2006 - Present
Job Managing Director at U.S. Trust
Industry Financial Services
Experience
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.

Christopher W. Mottola Christopher W. Mottola Newtown, Connecticut Details
Christopher W. Mottola's US Trust Experience 2010 - Present
Job Senior Vice President, Senior Portfolio Manager at U.S. Trust
Industry Financial Services
Experience
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

Raj Seshadri Raj Seshadri New York, New York Details
Raj Seshadri's US Trust Experience March 2006 - March 2008
Job Managing Director
Industry Financial Services
Experience
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

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