US Trust
U.S. Trust, Bank of America Private Wealth Management was founded in 1853 as the United States Trust Company of New York. It operated independently until 2000, when it was acquired by Charles Schwab, and Co., and subsequently was sold to, and became a subsidiary of, Bank of America in 2007. Acquisition date: 20 November 2006 Parent organizations: Bank of America, Bank of America, National Association Subsidiaries: U.S. Trust Co. of New York,
US Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at US Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
US Trust Salaries. You can even request information on how much does US Trust pay if you want to. Learn about salaries, pros and cons of working for US Trust directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
1,967 US Trust employees in database. Find out everything there's to know about US Trust employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
US Trust Employees
U.S. Trust December 2014 - Present
Mountain Creek Resort November 2014 - Present
JP Morgan May 2011 - December 2014
Strategic Consulting January 2009 - May 2011
Axion Capital Management 2002 - 2007
CLSA January 1995 - August 2000
Skills
Securities, Options, Financial Structuring, Corporate Finance, Equity Trading, Investment Management, Structured Products, Fund Of Funds, Hedge Funds, Investment Banking, Series 7, Asset Allocation, Trading Systems, Venture Capital, Investment Strategies, Equities, Strategic Planning, Financial Analysis
Education
Landmark Forum
Penn State University
RWK Real Estate Asset Managment June 2014 - Present
Northern Trust May 2007 - May 2014
U.S. Trust 1997 - 2007
Bank of New York 1995 - 1997
Skills
Asset Management, Commercial Real Estate, Real Estate, Real Estate Transactions, Property Management, Investments, Investment Properties, Valuation, Project Management, Closely Held Business, REO, Property, Due Diligence, Leases, Investment Strategies, Fixed Income, Negotiation, Yardi Property..., High Net Worth..., Banking, Physical Asset..., Investment Management, Wealth Management, Real Estate Financing, Insurance, Site Inspections, Building Inspections, Real Estate Tax Appeals, Farmland, Timber Properties, Vacant Land, Vineyard, Tenant, Asset, Real Estate Economics, Alternative Investments, Asset Allocation, Investment Advisory, Financial Modeling, Trust Services, Portfolio Management, Management, Sales, Residential Homes, Single Family Homes, Dispositions, Real Estate Development, Strategic Planning, Finance, Financial Analysis
Education
U.C Davis 2008 — 2009
Managing the Small Vineyard a four course series
New York University 2003 — 2005
CCIM Courses 1 through 4, BS Finance
University of Bridgeport
BS, Finance
U.S. Trust March 2015 - Present
Superior Court of New Jersey, Union Vicinage August 2013 - August 2014
DiFrancesco, Bateman, P.C. May 2011 - August 2013
New Jersey State Judiciary May 2010 - August 2010
Skills
Legal Research, Legal Writing, Legal Issues, Legal Advice, Microsoft Office, Foreign Languages, Administrative Law, LexisNexis, Litigation, Motions, Westlaw, Courts
Education
Seton Hall University School of Law 2009 — 2013
Juris Doctor (J.D.)
Rutgers University-New Brunswick 2005 — 2009
Bachelor of Arts (BA), 20th Century European History
Merrill Lynch January 2013 - Present
U.S. Trust August 2010 - December 2012
Skills
Series 7, Series 65, Life Insurance, Health Insurance, Financial Analysis, Finance, Investments, Credit, Strategy, Wealth, Retirement Planning, Investment Advisory, High Net Worth..., Mutual Funds, Retirement, Securities, Estate Planning, Strategic Financial..., 401k, Asset Allocation, IRAs, Wealth Management..., Investment Management, Alternative Investments, Portfolio Management, Fixed Income, Equities, Long-term Care, 401k Rollovers, ETFs, Structured Products, Banking, Asset Management, Financial Planners
Education
North Carolina State University
Bachelor of Science (BS), Business Administration and Management; Concentration Finance, Minor Economics
North Mecklenburg High School
U.S. Trust August 2013 - Present
US Trust July 2012 - July 2013
US Trust July 2006 - August 2012
McLaughlin Millworks and Interiors May 2001 - July 2006
Skills
Valuation, Portfolio Management, Financial Modeling, Derivatives, Investments, Alternative Investments, Financial Analysis, Investment Management, Asset Managment, Mutual Funds, Equity Research
Education
The University of Texas at Dallas - School of Management 2010 — 2012
MS, Finance
Oral Roberts University 1996 — 2001
BS, Finance
First Protocol August 2014 - Present
U.S. Trust March 2014 - August 2014
Octagon March 2012 - March 2014
Octagon May 2011 - February 2012
National Amateur Sports September 2010 - December 2010
Tribble Creative Group September 2009 - December 2009
Skills
Social Media Marketing, Sports Marketing, Relationship Marketing, Integrated Marketing, Sponsorship, Marketing Communications, Marketing, Social Media, Event Planning, Event Management, Advertising, Account Management, Marketing Strategy
Education
Queens University of Charlotte 2007 — 2011
Bachelor of Arts (B.A.), Business/Corporate Communications
The Colony Group October 2013 - Present
Prosper Advisors LLC February 2002 - October 2013
US Trust Company of NY April 1997 - December 2001
U.S. Trust 1997 - 2001
Ernst & Young 1981 - 1997
Eisner & Lubin 1979 - 1981
Skills
Financial Planning, Investments, Estate Planning, Personal Finance, Income Tax, Financial Advisory, Retirement Planning, Investment Advisory, Asset Management, Alternative Investments, Asset Allocation, Retirement, Asset Managment, Wealth Management
Education
Pace University - Lubin School of Business
MS
Queens College
BA
U.S. Trust January 2015 - Present
U.S. Trust August 2012 - December 2014
U.S. Trust April 2011 - August 2012
Skills
Trust Administration, Private Wealth..., Client Service, Wealth Management, Private Banking, Investments, Banking, Financial Analysis, Asset Allocation, Investment Management, Portfolio Optimization, Portfolio Assessment, Investment Policy..., Client Presentation, Community Service, Volunteering, Wealth Management..., Financial Services, Risk Management, Financial Advisory, Mutual Funds, Bonds, High Net Worth..., Regression Analysis, Foreign Exchange, Bloomberg Terminal, Alternative Investments, Financial Modeling, Investment Advisory, Asset Management, Equities, Fixed Income, Hedge Funds, Bloomberg, Microsoft Excel, Portfolio Management
Education
Queens College 2008 — 2010
BA-Economics, Finance and Economics
The University of Connecticut 2003 — 2005
Biology, General
Walt Whitman High School 1999 — 2003
High School Diploma
U.S. Trust July 2014 - Present
Stefani Chaidez, LLP 2000 - July 2014
Price Waterhouse Coopers 1998 - 2000
Moss Adams LLP 1992 - 1998
Private Industry and Public Accounting 1984 - 1992
Skills
Business Transactions, Tax, Estate Planning, Administration, Income Tax, Family Business, Family Office, Strategic Financial..., System Administration, Small Business, Accounting, High Net Worth..., Due Diligence, Mergers & Acquisitions, Trusts, CPA, Auditing, Finance, Financial Analysis, Financial Planning, Management
Education
Portland State University - School of Business 1989 — 1991
M.S., Taxation
Oregon State University 1980 — 1984
B.S., Accounting
Portland State University - School of Business
Adjunct Instructor, Business
U.S. Trust July 2014 - Present
US Trust June 2012 - July 2014
Wells Fargo Private Bank February 2011 - June 2012
Sterne, Agee & Leach, Inc May 2010 - December 2010
Skills
Credit, Trusts, Private Banking, Asset Allocation, New Business Development, Investments, Securities, Wealth Management, Capital Markets, Fixed Income, Sales Support, Wealth Transfer Planning, Estate Planning, Sales Operations, Wealth, Mutual Funds, Portfolio Management, Wealth Management...
Education
Rollins College 2006 — 2010
Bachelor of the Arts, Philosophy & Economics
ITOCHU International Inc. April 2015 - Present
The Blackstone Group August 2014 - February 2015
U.S. Trust February 2012 - March 2014
Bank of America December 2004 - February 2012
Skills
Credit, Client Relations Skills, Banking, Client Relations, Commercial Banking
Education
New York University 2011 — 2014
Bachelor's degree, Economics
U.S. Trust May 2013 - Present
State Street 2010 - May 2013
State Street 2010 - 2010
State Street 2000 - 2010
Skills
Mutual Funds, Investments, Accounting, Fund Accounting, Bloomberg, Fixed Income, Equities, Fund Administration, Financial Analysis, Hedge Funds, Derivatives, Securities, Corporate Actions, Financial Modeling, Asset Managment, Valuation, Alternative Investments, Portfolio Management, Financial Services, Relationship Management, Client Service..., Management
Education
Southwest Missouri State University 1996 — 2000
Bachelor of Science (BS), Finance, General
U.S. Trust April 2015 - Present
Bank of America February 2013 - April 2015
Bank of America February 2011 - February 2013
Rockwell Farms December 2009 - May 2010
Skills
Sales, Customer Service, Social Media Marketing
Education
Radford University 2001 — 2005
BBA, Marketing
LEARN-IT September 2007 - August 2013
Learn It Systems September 2007 - August 2009
Education Station May 2005 - September 2007
Platform Learning August 2004 - May 2005
U.S. Trust September 2001 - August 2004
Skills
Program Management, Training, Staff Development, Instructional Design, Program Development, E-Learning, Project Management, Licensed Life Insurance..., Management, PowerPoint, Recruiting, Leadership Development
Education
New York University 1993 — 1997
Bachelor of Arts (B.A.), Sociology
Morgan Stanley Wealth Management October 2014 - Present
U.S. Trust, Bank of America Private Wealth Management March 2008 - October 2014
U.S. Trust October 2006 - March 2008
U.S. Trust August 2005 - October 2006
American Express October 2004 - August 2005
Merrill Lynch October 2003 - October 2004
Merrill Lynch Investment Managers March 2003 - August 2003
Skills
Portfolio Management, Competitive Analysis, Investments, Hedge Funds, Asset Allocation, CRM, Mutual Funds, Financial Modeling, Leadership, Strategy, Alternative Investments, Valuation, Wealth Management, Investment Management, Private Equity, Bloomberg
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Double Major in Finance and Economics with a minor in Management Information Systems
Chartered Alternative Investment Analyst (CAIA) Association
CAIA Charterholder
Chartered Financial Analyst (CFA) Institute
Level 2 Candidate in the CFA Program
New York University
Professional Development, Strategy & Leadership coursework
Self-employed November 2012 - Present
CATOICO RESOURCE MANAGEMENT LP 2012 - Present
U.S. Trust 1981 - 2012
Skills
Project Management, Portfolio Management, Risk Management, Financial Analysis, Banking, Wealth Management, Customer Service, Investments
Education
Midland College
West Shore Community College
U.S. Trust June 2013 - Present
U.S. Trust February 2006 - Present
Wachovia Wealth Management January 2001 - January 2006
Morgan Stanley Dean Witter March 1998 - November 1999
Skills
Asset Allocation, Alternative Investments, Wealth Management, Portfolio Management, Asset Managment, Hedge Funds, Equities, Investment Advisory, Estate Planning, Strategic Financial..., High Net Worth..., Trust Services, Private Equity, Finance, Asset Management, Investment Management, Investment Strategies, Investments, Mutual Funds
Education
Mount St. Mary's University 1995 — 1997
MBA, Business
Mount St. Mary's University 1991 — 1995
BA, Political Science
Loyola Blakefield 1987 — 1991
HS
Wells Fargo Advisors, LLC June 2012 - Present
First American Bank 2009 - 2012
U.S. Trust 2005 - 2009
Northern Trust 1985 - 2005
Arthur Andersen & Co. 1983 - 1985
Education
Northern Illinois University - College of Business 1980 — 1983
Bachelor of Science, Accountancy, cum laude
Infusion Global Partners September 2014 - Present
Matrix Capital Management September 2007 - July 2013
Lehman Brothers 1998 - 2007
U.S. Trust 1996 - 1997
Skills
Trading, Equity Trading, Hedge Funds, Options, Equity Derivatives, Bloomberg, ETF's, Futures Trading, International Capital..., Algorithms, Program Trading, Emerging Markets, Market Structure, Electronic Trading..., Series 7, Series 63, Series 3, Alternative Investments, Equities, FINRA, ETFs, Asset Management, Derivatives, Electronic Trading
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance
University at Albany
Bachelor of Applied Science (BASc), Economics and Finance
Clarkstown High School North
U.S. Trust May 2015 - Present
U.S. Trust December 2009 - May 2015
Bank of America March 2008 - March 2009
Merrill Lynch March 2009 - 2009
Pioneer Investments May 1998 - March 2008
New York Life 1996 - 1998
New York Life 1995 - 1996
Skills
Mutual Funds, Asset Management, Investments, Investment Products, Business Planning, Retirement, Institutional, Series 7, Wealth Management, Product Management, Client Service, Investment Advisory, Series 66, Annuities, Retirement Planning, Business Strategy, Asset Allocation, Investment Strategies, Separately Managed..., Managed Accounts, Fund Of Funds, Institutional..., Defined Benefit, Private Banking, Financial Advisory
Education
Providence College 1990 — 1994
BSc, Economics
Morgan Stanley Global technology audit director covering Wealth Management, Investment Management and Retail Banking with over 3 trillion dollars of assets under management. My responsibilities include defining and executing the annual audit plan, participating on multiple management committees, working with various regulatory agencies and reporting to the retail bank Board Audit Committee.Executive DirectorMorgan Stanley & CoSeptember 2009 - Present
Morgan Stanley & Co. September 2009 - Present
Bank of America June 2007 - September 2009
U.S. Trust September 2001 - June 2007
Charles Schwab March 1998 - September 2001
PaineWebber January 1991 - February 1998
First Boston Corporation March 1988 - September 1991
Merrill Lynch June 1982 - February 1988
Education
Pace University - Lubin School of Business 1978 — 1982
Bachelor's Degree, Management Information Systems and Services
Dale Carnegie Training of Central & Southern New Jersey 2007 - Present
U.S. Trust 1996 - 1999
U.S. Trust 1992 - 1996
Skills
Team Building, Leadership, Public Speaking, Management, Salesforce.com, Leadership Development, Employee Training, Organizational..., Program Management, Social Networking, Strategy, Event Planning
Education
New York University
Liberal Arts and Sciences/Liberal Studies
Pace University
Applications Programming
UBS Private Wealth Management January 2012 - Present
UBS Private Wealth Managment January 2012 - Present
U.S. Trust 2006 - 2011
PNC 1996 - 2005
Skills
Wealth Management, Investments, Wealth Management..., Portfolio Management, Asset Allocation, Estate Planning, Investment Strategies, Alternative Investments, Retirement Planning, High Net Worth..., Banking, Commercial Lending, Wealth, Hedge Funds, Financial Modeling, Fixed Income, Retirement, Financial Analysis, Insurance, Private Banking, Investment Banking, Credit Analysis, Strategic Financial..., Relationship Management, Loans, Capital Markets, ETFs, Small Business Lending, Investment Management, Financial Advisory, Mergers & Acquisitions, Due Diligence, Mortgage Lending, Commercial Banking, Risk Management, Trusts, Estate Tax Planning, Executive Management, Asset Management, Financial Planning
Education
Moravian College
Raritan Va
US Trust April 2008 - Present
Providence Society of Financial Analysts July 2012 - June 2013
U.S. Trust March 2005 - April 2008
Education
Plymouth State University 1996 — 2000
Bachelor of Science (BS), Financial Management
U.S. Trust August 2015 - Present
Bank of America March 2013 - Present
Bank of America September 2006 - March 2013
Circuit City October 1996 - August 2006
Skills
Credit, Retail Banking, Sales Management, Consumer Lending, Loss Prevention, Profit, Operations Management, Performance Management, Retail, Banking, Income Statement, Customer Experience, Customer Satisfaction, Team Building, Leadership, Self Management, Team Management, Associate Development, Action Oriented, Strategic Communications
Education
North Central College 1996 — 2000
Bachelor of Science, Business Management
U.S. Trust 2015 - Present
Bank of America Merrill Lynch September 2014 - 2015
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Management, Research, Leadership, Invoicing, Auditing
Education
Montclair State University 2013 — 2015
Master of Business Administration (MBA), Accounting
Montclair State University
BNY Mellon August 2015 - Present
Manpower May 2015 - August 2015
U.S. Trust January 2014 - January 2015
Deutsche Bank May 2012 - January 2014
Hudson Valley Bank August 2008 - May 2012
Skills
Microsoft Office, Sunguard, Docuware, NYS Notary Public, Special Needs Trusts, Trust Management, Office Management, Administrative..., Citrix, AS400 system, Lotus Notes, Adobe Acrobat, Mac OS, PeopleSoft, Direct Client..., Outlook, Microsoft Excel, Microsoft Word, Private Banking, Commercial Banking, Asset Management, Risk Management, Customer Service
Education
Rhode Island College 2005 — 2007
Bachelor of Arts (B.A.), Psychology, 3.0
Roger Williams University 2003 — 2005
N/A, Psychology
U.S. Trust January 2015 - Present
Keches Law Group, PC September 2014 - January 2015
Law Offices of Jeremy Howe Ltd January 2013 - May 2014
Roger Williams University, School of Law August 2011 - May 2014
Rhode Island Department of Labor and Training January 2014 - April 2014
City of Providence Law Department May 2013 - December 2013
National MS Society 2009 - December 2012
Court Appointed Special Advocates, Rhode Island 2012 - 2012
Johnson, Rodenburg & Lauinger, PLLP January 2011 - May 2011
Ulteig May 2008 - July 2009
Skills
Marketing Communications, Communications Planning, Public Relations Skills, Legal Research, Legal Writing, Legal Services, Sales Process, Public Relations, Legal Assistance, Westlaw, Courts, Mediation, Lexis, Criminal Law, Trials, Family Law, Immigration Law, Litigation
Education
Roger Williams University School of Law 2011 — 2014
Juris Doctor, Law
North Dakota State University 2005 — 2010
Mass Communication, Public Relations & Advertising, Management Communication
U.S. Trust 2014 - Present
J.P. Morgan 2010 - 2014
Goldman, Sachs & Co. 2007 - 2010
Corporate Executive Board 2003 - 2005
Education
University of Virginia Darden School of Business
MBA, General Management
Northwestern University
BS, Industrial Engineering
Phillips Academy - Andover
Burke and Herbert Bank &Trust Company November 2011 - Present
U.S. Trust November 2001 - November 2011
Skills
Wealth Management, Banking, Investments, Asset Management, Securities, Portfolio Management, Strategic Financial..., Retirement Planning, Wealth Management..., Credit
Education
Cannon Financial Institute
Trust School
Park University
BS, Business Management
BNY Mellon Wealth Management June 2009 - Present
U.S. Trust June 2004 - June 2009
Northwestern Mutual February 1994 - June 2004
Skills
Financial Services, Investments, Finance, Investment Management, Wealth, High Net Worth..., Mutual Funds, Management, Strategy, Portfolio Management
Education
Norwich University
Bank of America January 2006 - Present
Bank of America February 2008 - September 2014
U.S. Trust January 2007 - February 2008
Bank of America January 2006 - December 2006
Lancome October 2004 - December 2005
Citizens Bank September 2003 - September 2004
Miss America Organization April 2001 - April 2002
Skills
Payroll, Coaching, Recruiting, Customer Service, Marketing, Leadership, Performance Management, Human Resources, Public Speaking, Management, PowerPoint, Negotiation, Microsoft Excel, Sales, Event Planning, Microsoft Office, Social Media, Employee Relations
Education
Salve Regina University 2002 — 2004
MBA, Business Management
Providence College 1998 — 2002
BA, Political Science
U.S. Trust September 2006 - Present
Skills
Wealth Management, Investment Advisory, Retirement Planning, Estate Planning, Wealth Management..., High Net Worth..., Trust Services, Asset Allocation, Asset Management
Education
Nova Southeastern University—Shepard Broad Law Center
Juris Doctorate
U.S. Trust June 2014 - Present
Nomura Asset Management June 2013 - August 2013
Financial Industry Regulatory Authority May 2012 - August 2012
U.S. House of Representatives May 2011 - August 2011
First Commonwealth Bank January 2010 - August 2010
Skills
Microsoft Office, Teamwork, Research, Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Public Speaking, Social Media, Financial Modeling, Data Analysis
Education
Penn State University 2010 — 2014
Bachelor of Science (B.S.), Finance, General, 3.75
U.S. Trust May 2013 - Present
Ryan Velo-Simpson, Attorney at law March 2011 - May 2013
Allen & Overy LLP October 2007 - May 2009
Skills
Estate Planning, Probate, Trusts, Wills, Powers of Attorney, Business Formation, Legal Advice, Corporate Law, Legal Research, Litigation, Legal Issues, Legal Writing
Education
University of Washington School of Law 2013 — 2015
Master of Laws (LL.M.), Taxation
New York University School of Law 2004 — 2007
J.D., Law
University of Washington 1996 — 2000
BA, Finance
Woodinville High School 1993 — 1996
Charles Schwab May 2011 - Present
Symphony Asset Management November 2010 - May 2011
SF Sentry - Cypress Management August 2006 - July 2010
Symphony Asset Management April 2005 - July 2006
Barclays Capital July 2003 - December 2004
U.S. Trust August 2000 - June 2003
U.S. Trust March 1999 - August 2000
Schroder & Co. January 1998 - March 1999
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA
Rollins College 1993 — 1997
BA
MUFG Americas September 2014 - Present
Morgan Stanley May 2006 - June 2014
U.S. Trust February 2004 - April 2006
J. Juliano & Associates, Corp. / Management Consulting January 1994 - January 2004
P.M.I. Limited / Management Consulting January 1991 - January 1994
Skills
Program Management, Business Process..., Talent Management, Project Management, Strategy, Analysis, Training, Management Consulting, Capacity Planning, Management, Financial Services, Financial Analysis, Strategic Planning, Resource Management, Organizational..., Process Efficiency, Staffing Models, Productivity Improvement, Training Program Design..., Employee Skills..., PMO, Program Development, Program Facilitation, Headcount Management, Headcount Reporting, Analytics, Business Analytics, Forecasting, Change Management, Leadership, Organizational Design, Microsoft Office, PowerPoint, Microsoft Excel, Data Analysis, Business Analysis, Business Strategy, Process Improvement
Education
Radford University
M.S., Organizational Psychology
Virginia Tech
B.S., Psychology
Scout Investments March 2015 - Present
Scout Investments 2008 - Present
Cohen & Steers 2007 - 2008
U.S. Trust 2005 - 2007
Pioneer Investments 2003 - 2005
Education
Providence College 1996 — 1999
Bachelor of Science, Marketing
COUNTRY Financial® May 2014 - Present
COUNTRY Financial® (previously Cotton States Insurance) September 2005 - Present
U.S. Trust 2001 - 2004
MVBMS/Euro RSCG 2000 - 2001
Deacon Rawley Recruiting 1998 - 2000
Young Judaea 1995 - 1998
Skills
Employee Benefits, Insurance, Onboarding, Recruiting, Applicant Tracking..., Benefits Administration, Team Building, Employee Relations, Strategic Planning, Customer Service, Leadership, Workers Compensation, Sales, Training, Human Resources, Coaching, Leadership Development, Management, Customer Retention, Account Management, Talent Management, Process Improvement, HRIS, Employee Training, Personnel Management, Temporary Placement, Workforce Planning, Change Management, Sourcing, Hiring, Technical Recruiting, Internet Recruiting, Organizational..., Executive Search, College Recruiting, Job Descriptions, Resume Writing, Talent Acquisition, Interviews, Employee Engagement, Performance Management, Staffing Services, Benefits Negotiation, Building Relationships, Screening Resumes, Vendor Management, Conflict Resolution
Education
Michigan State University 1990 — 1994
BA, Communications
Fortira June 2015 - Present
Fortira March 2015 - June 2015
Starwood Hotels & Resorts Worldwide, Inc. April 2014 - August 2014
TheSEOHelpdesk.com November 2011 - December 2013
Wall Street Services October 2012 - March 2013
Self December 2009 - August 2012
The Bronx High School of the Sciences August 2009 - December 2009
U.S. Trust August 2003 - July 2008
Allianz Dresdner Asset Management June 2000 - November 2002
Oppenheimer Capital 2000 - 2000
Skills
Business Intelligence, Business Process..., Business Analysis, SQL, VBA, Microsoft Excel, Microsoft Office 2007, Microsoft Office, PowerPoint, Access, Java, R, Python, C++, Fortran, Financial Risk, Return on Investment, Performance Attribution, Attribution Modeling, Financial Modeling, Bloomberg, Morningstar Direct, Factset, Zephyr Style Advisor, Xamin, Wilshire Atlas, UAT coordination, Quality Assurance, Quantitative Analytics, Institutional Marketing, Financial Metrics, Metrics Reporting, Performance Metrics, Google Adwords, Google Analytics, Online Advertising, PPC Bid Management, SEM, ADO, ODBC, DB2, APT, Northfield, Reporting Systems, Ad Hoc Reporting, RFP, Text Editing, SEO, Risk Management, Marketing
Education
Princeton University 1999 — 2000
MEng, Financial Engineering
Princeton University 1996 — 1999
MA, Chemical Engineering
University of Delaware 1992 — 1996
BS, Chemical Engineering
U.S. Trust February 2014 - Present
Bank of America / Merrill Lynch March 2012 - February 2014
Morgan Stanley Smith Barney August 2011 - February 2012
Northern Trust June 2009 - August 2011
Northern Trust August 2005 - August 2011
Northern Trust March 2006 - June 2009
Northern Trust March 2006 - June 2009
Education
Missouri State University 1998 — 2001
General Business, Business
U.S. Trust October 2014 - Present
Conservation Forestry LLP June 2014 - August 2014
University of Georgia January 2012 - May 2014
Yuut Elitnauviat - The People's Learning Center October 2010 - October 2011
The Nature Conservancy May 2010 - September 2010
Skills
Program Management, Financial Modeling, Community Outreach, Project Planning, Research, Data Analysis, Environmental Awareness, Financial Analysis, Microsoft Office, Natural Resource..., Public Speaking
Education
The University of Georgia 2012 — 2014
Doctor of Philosophy (Ph.D.), Natural Resource Economics (Forest Economics)
State University of New York at Albany 2009 — 2010
Master's Degree, Public Administration (Environment Policy)
Mississippi State University 2008 — 2009
Bachelor's Degree, Finance, General
U.S. Trust August 2015 - Present
Blick Rothenberg LLP November 2014 - August 2015
London & Partners November 2012 - November 2014
IPC Systems, Inc. March 2011 - March 2012
Vivid Luxury Marketing May 2010 - September 2010
Michigan State Women's Basketball August 2006 - May 2010
Skills
International Strategy, Social Media, Microsoft Office, Event Planning, Microsoft Excel, Project Management, PowerPoint, Public Relations, Customer Service, Program Management, Outlook, Microsoft Word, Marketing, Social Media Marketing, Research, Advertising, Management, Integrated Marketing, SEO, Event Management, Data Analysis, Digital Marketing, Market Research, Marketing Communications, Marketing Strategy, Leadership, Business Development, Account Management, Human Resources, Social Networking
Education
St. Mary's University College 2011 — 2012
MBA, International Business Practice
Naresuan University 2012 — 2012
Post-Graduate Certificate, International Business Practice
St. Mary's University College 2011 — 2012
Post-Graduate Certificate in Business, International Business Practice
Michigan State University 2006 — 2010
BA, Advertising
BNY Mellon Wealth Management November 2013 - Present
U.S. Trust September 2008 - November 2013
LaSalle Bank Wealth Management Group March 2003 - August 2008
Morgan Stanley February 2001 - March 2003
Northern Trust December 1986 - February 2001
Education
Ripon College 1981 — 1985
LaLumiere School 1977 — 1981
Webster Bank July 2013 - Present
Wells Fargo Private Bank 2010 - 2013
BANK OF AMERICA MERRILL LYNCH 2009 - 2010
Merrill Lynch Trust Company, FSB 2003 - 2009
U.S. Trust 2001 - 2002
Davidson, Dawson & Clark, LLP 1998 - 2001
Hawthorne, Ackerly & Dorrance, LLC 1993 - 1998
IBM Credit Corporation 1989 - 1993
Skills
Estate Planning, Leadership, Management, Nonprofits, Philanthropy, Training, Sales, Trusts, High Net Worth..., Relationship Management, Asset Management, CRM, Wealth Management, Investment Advisory, Portfolio Management, Financial Advisory, Investment Management, Strategy, Asset Allocation, Wealth Management..., Retirement Planning, Mergers & Acquisitions
Education
Quinnipiac University School of Law 1989 — 1993
Master of Laws (LLM), Taxation
New York Law School 1985 — 1989
Doctor of Law (JD)
University of Denver 1977 — 1981
BSBA, Finance and Marketing
U.S. Trust February 2015 - Present
US Trust January 2013 - Present
Bank of America Merrill Lynch August 2010 - January 2013
Skills
Financial Services, Financial Analysis, Strategic Financial..., Customer Service, Sales, Wealth Management, Finance, Management, Mutual Funds, Banking, Portfolio Management, Credit, Investments, Microsoft Office
Education
Penn State University 2006 — 2010
Bachelor of Science (B.S.), Finance, General
U.S. Trust October 2011 - Present
Neal, Gerber & Eisenberg LLP October 2007 - September 2011
The Chicago Community Trust 2006 - 2007
Gardner, Carton & Douglas 2004 - 2005
Katten Muchin Rosenman LLP 1996 - 2004
Skills
Estate Planning, Trusts, Tax
Education
New York University School of Law 1994 — 1995
LL.M., Taxation
Saint Louis University School of Law 1992 — 1994
J.D., Law
Saint Louis University 1988 — 1992
B.A., French, Political Science
Université d'Orléans 1990 — 1991
None
U.S. Trust April 2013 - Present
SilvermanAcampora December 2010 - April 2013
Kimberly C. Preston, Attorney at Law, P.L. January 2008 - September 2010
State of Florida Department of Children and Families 2004 - 2005
The Legal Aid Society of the OCBA 2002 - 2004
The Guardian Life Insurance Company of America 1997 - 2002
Scheine Fusco Brandenstein & Rada, PC 1996 - 1997
Skills
Estate Planning, Guardianship, Special Needs Trusts, Asset Protection, Estate Administration, Trusts, Wills, Powers of Attorney, Estate Tax Planning, Estate Law, Corporate Law, Legal Research, LLC
Education
New England Law Boston 1990 — 1993
J.D., Law
Molloy College 1985 — 1989
B.A., Social Studies, Secondary Education
Baldwin Senior High School 1984 — 1985
diploma
U.S. Trust July 2014 - Present
US Trust March 2012 - July 2014
Wells Fargo Private Bank January 2011 - March 2012
LexisNexis June 2010 - December 2010
Montclair High School Crew February 2009 - June 2010
Flashlight Interactive February 2010 - May 2010
Kid Clan Services, Inc. February 2009 - July 2009
Deep Springs Investment Management June 2008 - November 2008
Vassar College June 2007 - May 2008
Skills
SEO, Discovery, Qualitative Research, Event Planning, Coaching, Presentation Preparation, Group Presentations, SharePoint, Database Design, Private Client Services, Superior Client Service
Education
Vassar College 2004 — 2008
B.A., History, Minor: Quantitative Economics
National University of Ireland, Galway 2006 — 2006
Visiting Student
Montclair High School 2000 — 2004
U.S. Trust March 2014 - Present
Capital Real Estate Solutions ♦ CRES March 2009 - February 2014
Bank of America 2007 - 2008
ABN AMRO Bank N.V. 2006 - 2007
Wells Fargo July 1998 - October 2006
Lincoln Financial Group January 1989 - July 1998
Skills
Valuation, Asset Management, Due Diligence, Portfolio Management, Asset Managment, Disposition, Capital Markets, Real Estate Economics, Mezzanine, Restructuring, Real Estate Private..., CMBS, Financial Analysis, Project Finance, Structured Finance, Securitization, Loans, Finance, Loan Origination, Securities, Real Estate Financing, Banking, Brokerage, Real Estate Development, Private Equity, Location Intelligence, Private Placements, Funding, Investment Management, Real Estate Banking, Distressed Debt, Real Estate Lending, Acquisitions, Multifamily Real Estate, Commercial Real Estate, Debt Management, Relationship Management, Real Estate Investment, Underwriting, Mortgage Backed..., Investment Analysis, Commercial Mortgages, Workouts, Cross Selling, Dispositions, Investments, Financial Structuring, Management
Education
Miami University
BS, Economics & Finance
University of Tampa
MBA
Wake Forest University
MA
Thayer Leader Development Group at West Point April 2010 - Present
The Historic Thayer Hotel at West Point August 2009 - Present
Award Winning Leadership Author & Public Speaker January 2011 - Present
SunDial Capital Partners September 2009 - January 2015
Convergent Wealth Advisors May 2007 - September 2008
U.S. Trust May 2003 - May 2007
US Army September 2004 - December 2005
Bernstein Global Wealth Management April 2001 - April 2003
B. Braun Medical September 1991 - September 2000
Skills
Leadership, Leadership Development, Team Building, National Security, Army, Strategic Planning, Program Management, Management, DoD, Organizational..., Executive Management, Entrepreneurship, Military, Government, Strategy, Venture Capital, Operational Planning, Private Equity, Corporate Development, Security Clearance, Public Speaking, Start-ups, Renewable Energy, Military Operations, Alternative Investments, Mergers & Acquisitions, Management Consulting, Cross-functional Team..., Marketing Strategy, Marketing, Team Leadership, Military Experience, Educational Leadership, Military History, American History
Education
United States Military Academy at West Point 1984 — 1988
BS, National Security Field of Study
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Marketing
Rocky Hill High School 1981 — 1984
HS
Bernstein Private Wealth Management May 2015 - Present
U.S. Trust July 2013 - May 2015
State Street Global Advisors June 2012 - August 2012
State Street Bank June 2010 - August 2011
Ed Martin Plumbing May 2008 - August 2010
Skills
Microsoft Excel, Microsoft Office, Bloomberg Terminal, Hoovers, CRM, Morningstar, Teamwork, Bloomberg, Fixed Income, Portfolio Management
Education
Merrimack College 2009 — 2013
Bachelor of Science in Business Administration, Finance, General, Senior
Richmond, The American International University in Rome 2011 — 2011
Semester Abroad, Finance, General, N/A
U.S. Trust May 2013 - Present
TIAA-CREF Wealth Management Group 2009 - May 2013
JPMorgan Private Bank 2007 - 2009
JPMorgan Private Bank 2006 - 2007
JPMorgan Asset Management 2003 - 2006
JPMorgan Asset Management 2000 - 2003
JPMorgan Asset Management 1996 - 2000
Skills
Wealth Management, Asset Allocation, Portfolio Management, Investments, Mutual Funds, Equities, Fixed Income, Hedge Funds, Investment Strategies, Series 7, Investment Management, Strategic Financial..., Retirement Planning, Private Equity, Banking, Financial Risk, High Net Worth..., Retirement, Wealth, Insurance, Economics, Equity Trading, Cash Management
Education
Pace University
Bachelor, Business Administration; Finance
St. Anthony's HS 1987 — 1991
Your Great Brand (YGB) October 2011 - Present
HALO Branded Solutions March 2014 - Present
Cornerstone Partners, LLC October 2011 - Present
U.S. Trust January 2004 - October 2010
The Providence Group Investment Advisory July 2001 - December 2003
Morgan Stanley Private Wealth Management March 1990 - June 2001
Skills
Strategic Planning, Marketing, Finance, Investments, Marketing Strategy, Portfolio Management, Public Speaking, Direct Sales, Sales Presentations, Account Management, New Business Development, Marketing Communications, Entrepreneurship, Fundraising, Lead Generation, Key Account Management, Nonprofits, Start-ups, Teamwork, Volunteer Management, Writing, Youth Development, Youth Mentoring
Education
Providence College 1985 — 1989
B.S., Finance
Belmont High School 1981 — 1985
U.S. Trust August 2006 - Present
Skills
Banking, Credit Analysis, Financial Analysis, Credit
Education
Nashville State Community College
Associate of Science (AS), Economics
U.S. Trust December 2013 - Present
Goldman Sachs June 2011 - June 2013
Goldman Sachs April 1996 - June 2011
First Albany Corporation November 1994 - April 1996
Skills
Equities, Securities, Investments, Wealth Management, Equity Trading, Wealth Management..., Portfolio Management, Fixed Income, Bloomberg, Investment Management, Strategy, Manage Client..., Client Relations Skills, Strengthening Client..., Key Client Relationships, Asset Management, Revenue Enhancement, Client Development, CRM, Series 7, Series 63, Series 65, High Net Worth..., Investment Advisory, Hedge Funds, Financial Services, Alternative Investments, Private Equity, Mutual Funds
Education
Providence College 1990 — 1994
Bachelor of Arts (BA), History
Garden City High School 1986 — 1990
Fire Department Mutual of New York November 2013 - Present
AXA US April 2004 - April 2012
AXA/Equitable March 1986 - April 2012
Merrill Lynch June 2003 - April 2004
U.S. Trust November 2002 - May 2003
AXA US March 1999 - November 2001
Skills
Financial Analysis, Financial Services, Accounting, Analysis, Financial Modeling, Insurance, Financial Reporting, Investments, Risk Management, Corporate Finance, Strategic Financial..., Business Analysis, Internal Controls, Finance, Portfolio Management, Variance Analysis, Financial Planning
Education
Pace University - Lubin School of Business 1994 — 1996
Master of Business Administration (MBA), Finance and Financial Management Services
U.S. Trust March 2014 - Present
Bank of America April 2012 - March 2014
Office Depot October 2009 - April 2012
Target September 2008 - 2009
Hollywood Video July 2003 - November 2005
Skills
Sales Management, Time Management, Finance, Programming, C++, Basic HTML, CSS, JavaScript, Microsoft Office, Process Improvement, Human Resources, Leadership, Merchandising, Management, Training, Sales, Inventory Control, Retail
Education
Oregon State University 2015 — 2017
Bachelor’s Degree, Computer Science, 4.0
Oregon State University 2004 — 2008
Bachelor of Science, Business Administration, 3.93 / 4.00
Portland Community College 2003 — 2004
U.S. Trust July 2013 - Present
Comerica Bank June 2007 - January 2013
City National Bank January 2005 - December 2006
Skills
Microsoft Excel, Banking, Public Speaking, Management, Real Estate, Community Development, Leadership, Training, Financial Analysis, Analysis, Loans, Credit, Risk Management, System Administration, Legal Writing, Customer Relations, Trust Management, Trust Services, Special Needs Trusts, Estate Settlement, Investments, Wealth Management..., Finance, Westlaw, Notary Public, Wealth Management, Legal Research, Document Review, Private Banking, Retail Banking, Portfolio Management, Relationship Management, Customer Service
Education
Mount Saint Mary's University 2007 — 2009
Bachelors, Liberal Arts - Minor: Business
Rio Hondo College 1994 — 1997
Associates, Liberal Arts
U.S. Trust July 2015 - Present
JPMorgan Chase Bank, N.A. April 2010 - July 2015
Citizens Financial Group August 2008 - April 2010
Pittsburgh Public Theater June 2006 - April 2010
First American Corporation January 2008 - August 2008
CBS Radio May 2006 - May 2008
WQED-FM May 2005 - August 2005
Education
Point Park University 2003 — 2007
BA, Broadcasting
Berkshire Hathaway HomeServices New Jersey Properties August 2015 - Present
Private Client Resources January 2015 - March 2015
U.S. Trust January 2004 - January 2014
Credit Suisse 2000 - 2003
Deutsche Bank 1995 - 2000
J.P. Morgan 1991 - 1995
J.P. Morgan 1983 - 1991
Skills
Business Development, Financial Services, Investment Management, Vendor Management, Relationship Management, Strategic Planning, Investments, Marketing, Investment Advisory, Client Service, Finance, Strategic Partnerships, Budgets, Real Estate Transactions, Real Estate Economics, Real Estate, Investment Properties, Contract Negotiations, New Home Sales, Residential Homes, Residential Investment..., First Time Home Buyers, Real Estate Finance, Residential Leases
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance
Wagner College
Bachelor of Arts (BA), Economics
U.S. Trust March 2015 - Present
Rocky Mount Area Chamber of Commerce February 2012 - August 2012
City of Rocky Mount December 2011 - April 2012
United Federal Credit Union February 2009 - October 2011
RBC Bank (USA) March 2008 - February 2009
Bank of America March 1988 - July 2006
Bank of America 1995 - 1997
Bank of America 1988 - 1994
Skills
Customer Service, Retail, Analysis, Coaching, Problem Solving, Customer Relations, Policy, Banking, Credit, Loans, Cash Management, Strategic Planning, Small Business, Small Business Lending, Process Improvement, Budgets, Business Development, Consumer Lending, Insurance, Leadership, Management, Nonprofits, Sales, Sales Management
Education
University of Phoenix 2006 — 2007
Project Management
Mercer County Community College
Business Administration
Rider University
Business Administration
HFH Planning Inc. 2009 - Present
MHN Government Services 2008 - 2011
City Harvest 2006 - 2010
Citi - Citi Family Office 2007 - 2008
Trinity Baptist Church NY 1997 - 2006
US Trust 1999 - 2005
U.S. Trust 1999 - 2005
The Chase Manhattan Bank 1992 - 1999
Skills
Retirement Planning, Wealth Management, Financial Planning, Investment Advisory, Asset Allocation, Asset Management, Estate Planning, Financial Education, Fee Only Planning, Strategic Financial..., Asset Managment, Banking, Financial Planners, Investment Management, Wealth, High Net Worth..., Securities, Mutual Funds, Series 7, Financial Services, Portfolio Management, Wealth Management..., Financial Advisory, Finance, Personal Finance, Investment Strategies, Investments, Alternative Investments, Credit
Education
College of Financial Planning 2011 — 2011
ADPA, Financial Planning for Domestic Partners
NYU School of Continuing Education 2006 — 2006
Certificate, Financial Planning
New York University - Leonard N. Stern School of Business 1977 — 1979
MBA with Distinction, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1973 — 1977
BS, Business Administration
New Jersey City University
The Byrnes Schools
U.S. Trust July 2015 - Present
Merrill Edge September 2014 - June 2015
Kingdom Church September 2007 - June 2014
Kingdom Church June 2013 - May 2014
Skills
Management, Leadership, Sales, Process Improvement, Wealth Management, Microsoft Excel, Microsoft Office, English, Wealth Management..., Pastoral Counseling, Business Development, Entrepreneurship, Microsoft Word, Public Speaking, Relationship Management, Relationship Building
Education
Princeton Theological Seminary 2007 — 2010
Master of Divinity (M.Div.)
University of California, Riverside 2003 — 2007
Bachelor of Arts (B.A.), English/Business Administration
U.S. Trust May 2015 - Present
H.D. Vest Financial Services October 2008 - May 2015
The Sharp Financial Group October 2008 - May 2015
Merrill Lynch 2005 - 2008
Wyeth 2004 - 2004
Skills
Mutual Funds, Retirement Planning, Wealth Management, Series 7, Retirement, Series 63, Series 66, Wealth, Strategic Financial..., 401k, Investment Advisory, Financial Advisory, Wealth Management..., Fixed Annuities, High Net Worth..., Financial Planners, Financial Planning, Financial Services, Investments, Securities
Education
Rutgers University-New Brunswick 2001 — 2005
Bachelor's Degree, Psychology, Biological Sciences
Penn State University 2000 — 2001
Pre-Medicine/Pre-Medical Studies
EY September 2014 - Present
U.S. Trust June 2013 - August 2013
CITIC Capital June 2012 - August 2012
Charoen Pokphand Group Co.,Ltd. June 2011 - August 2011
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Bloomberg, Research, Manage Client..., Photoshop, Competitive Analysis
Education
New York University 2010 — 2014
New York University - Leonard N. Stern School of Business 2010 — 2014
Bachelor of Science (BS), Finance, General
NYU in Prague 2012 — 2012
U.S. Trust June 2015 - Present
Northern Trust May 2006 - May 2015
Skills
Financial Analysis, Accounting, Corporate Tax, Tax
Education
The University of Alabama School of Law 2012 — 2014
Master of Laws (LLM), Taxation
Nova Southeastern University—Shepard Broad Law Center 2008 — 2011
Doctor of Law (J.D.), Law
North Carolina Central University 2002 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
Tennessee State University 1998 — 2001
Bachelor of Business Administration (B.B.A.), Accounting
U.S. Trust January 2015 - Present
U.S. Trust October 2013 - January 2015
Bank of America June 2012 - October 2013
El Ghonemy Group (Cairo, Egypt) 2011 - 2012
El Ghonemy Group USA INC 2008 - 2012
Skills
Marketing, Management, Market Research, Project Management, Account Management, Operations Management, Team Management, International Sales, Sales, Banking, Commercial Banking, Investment Banking, Sales Operations, Customer Satisfaction, Strategic Planning, Finance, Talent Acquisition, Customer Service, Consulting, Customer Engagement, Customer Acquisition, Relationship Management, Risk Management, Retail Banking, Private Banking
Education
Penn State University 2011 — 2015
Bachelor of Science (B.S.), Economics
Pyramind Evolving Sound 2008 — 2010
Diploma, Sound Engineering
Sailer Financial Inc April 2015 - Present
U.S. Trust December 2011 - April 2015
U.S. Trust December 2009 - December 2011
Bank of America May 2008 - December 2009
MyOfficeProducts - A HiTouch Business Services Company February 2007 - May 2008
Skills
Asset Allocation, Portfolio Assessment, Investment Strategies, Microsoft Excel, PowerPoint, Portfolio Management
Education
Middle Tennessee State University 2006 — 2010
Bachelor's Degree, Finance- Financial Institution Management
VALIC December 2010 - Present
U.S. Trust May 2007 - December 2010
Merrill Lynch April 1997 - May 2006
Skills
Wealth Management, Retirement Planning, Investments, Long Term Care Insurance, Life Insurance, Estate Planning
Education
Middlebury College 1982 — 1986
Bachelor's degree, Economics/Environmental Studies
Syracuse University 1988 — 1990
Master of Business Administration (M.B.A.), Marketing, A
U.S. Trust May 2015 - Present
Jorge Elorza for Mayor Campaign 2014 - 2014
The Delaney Law Firm LLC June 2012 - November 2013
City of Providence Department of Arts, Culture & Tourism August 2011 - December 2011
Skills
Family Law, Contract Negotiation, Contractual Agreements, Sports, Litigation, Legal Writing, Legal Research, Hearings, Civil Litigation, Commercial Litigation, Microsoft Office, Social Media
Education
Roger Williams University School of Law 2007 — 2010
Doctor of Law (J.D.)
Rhode Island College 2003 — 2007
BA, Major: Justice Studies, Minor: Communications
Classical High School 1999 — 2003
U.S. Trust June 2015 - August 2015
Johnson & Johnson December 2014 - June 2015
Dun and Bradstreet June 2014 - August 2014
1st Constitution Bank June 2012 - August 2013
Skills
Data Analysis, Banking, Management, Public Speaking, Research, Teamwork, Time Management, Microsoft Excel, Financial Analysis, Corporate Finance, Financial Reporting, Corporate FP&A, Excel
Education
Rutgers University-New Brunswick 2012 — 2016
Bachelor of Science (BS), Finance, General
ACS, Inc. March 2003 - Present
JPMorgan Chase September 1997 - December 2002
Chase September 1996 - July 1997
Chase July 1995 - September 1996
U.S. Trust March 1994 - July 1995
American Express February 1992 - March 1994
Saturn II Systems, Inc. June 1992 - February 1993
NYC Board of Education May 1989 - April 1991
Skills
Management, Business Analysis, Project Management, Vendor Management, Leadership, Integration, SDLC, Disaster Recovery, ITIL, IT Strategy, IT Management, VMware, Outsourcing, Business Intelligence, Process Improvement, Stock Market, Data Center, Financial Analysis, Enterprise Architecture, Visio, SharePoint, Information Technology, Business Process, Cloud Computing, Infrastructure
Education
Project Management Institute (PMI)
Project Management Professional (PMP)
ScrumStudy.com
Certified Scrum Master (CSM)
New York University - Polytechnic School of Engineering
BS Degree In Electrical Engineering, Electrical Engineering
Queensborough Community College
A. A. S. Degree in Computer Engineering Technology., Computer Engineering
Essex Savings Bank March 2014 - Present
Essex Savings Bank May 2008 - March 2014
U.S. Trust 2006 - 2008
Day Pitney LLP 2005 - 2006
Withers LLP 2003 - 2005
Skills
Wealth Management, Investments, Retirement Planning, Securities, Estate Planning
Education
The University of Connecticut School of Law
JD
Providence College
BA, Humanities
Valassis February 2012 - Present
MediaVest July 2007 - October 2011
MediaVest Worldwide July 2007 - October 2011
Conde Nast February 2007 - May 2007
U.S. Trust June 2006 - February 2007
Pace University September 2004 - May 2005
Pace University September 2003 - May 2004
The Boston Consulting Group June 2001 - August 2001
Skills
Advertising, Market Research, Media Planning, Event Planning, Editing, Brand Management, Account Management, Budgets
Education
NYU
Pace University
Bachelor of Arts, Communication Studies
U.S. Trust September 2015 - Present
TD March 2015 - September 2015
Wells Fargo January 2013 - April 2014
Wells Fargo August 2010 - January 2013
Skills
Estate Planning, Fiduciary, Wealth Management, Elder Law, Tax, Trusts, Retirement Planning, Estate Tax Planning, Financial Planners, Wealth, Estate Law, Asset Management, Investments, Strategic Financial..., Securities, High Net Worth..., Special Needs Trusts, Trust Services, Wills, Finance, Financial Advisory, Retirement, Medicaid, Banking, Mutual Funds, Investment Advisory, Investment Strategies, Long-term Care, Financial Planning
Education
University of Miami School of Law
LLM, Heckerling Graduate Program in Estate Planning
Nova Southeastern University Shepard Broad College of Law
JD
Nova Southeastern University
MBA, Business Administration
University of Florida
BA, History
Morgan, Lewis & Bockius LLP 2011 - Present
U.S. Trust 2010 - 2011
Education
Saint John's University School of Law 2007 — 2010
Princeton University 2003 — 2007
U.S. Trust April 2014 - Present
Henry County Probate Court December 2011 - March 2014
Henry County State Court July 2010 - December 2011
Jonathan Sexton, P.C. January 2010 - July 2010
Henry County District Attorney January 2009 - January 2010
Henry County Probate Court August 2008 - August 2009
Forsyth County Probate Court February 2006 - December 2006
Georgia House of Representatives January 2005 - May 2005
Skills
Legal Research, Legal Writing, Civil Litigation, Litigation, Courts, Criminal Law, Appeals, Commercial Litigation, Family Law, Intellectual Property, Bankruptcy, Mediation, Criminal Defense, Legal Issues, Corporate Law, Product Liability, Pleadings, Hearings, Motions, Westlaw, Juvenile Law, Legal Assistance, Personal Injury, Trials, Immigration Law, Alternative Dispute..., Appellate Practice, Trial Practice
Education
Mercer University - Walter F. George School of Law 2007 — 2009
J.D., Law
The University of Georgia 2001 — 2004
B.A., Political Science
New York-based Hedge Fund May 2012 - Present
Wolters Kluwer Financial Services 2010 - 2012
Wellington Circle Founders' Group 2009 - 2010
Bank of America 2007 - 2008
U.S. Trust 1984 - 2008
Charles Schwab 2000 - 2007
Bell Labs 1980 - 1984
Skills
Wealth Management..., Trust Accounting, Hedge Funds, Securities Processing, Private Banking, SDLC, RUP, SOA, Business Analysis, Outsourcing, Regulatory Reporting, Vendor Management, Form PF, IT Strategy, Securities, Asset Management, Mergers & Acquisitions, Integration, Strategy, Program Management, Financial Services, Portfolio Management, Project Management
Education
New York University - Polytechnic School of Engineering 1978 — 1979
MS
Yeshiva University 1974 — 1978
BA
U.S. Trust June 2011 - Present
U.S. Trust February 2009 - June 2011
Bank of America - US Trust April 2008 - February 2009
Bank of America April 2004 - February 2009
Bank of America January 2000 - April 2004
Chicago Board of Trade 1996 - 1999
Skills
Asset Managment, Investments, Business Strategy, Strategy, Portfolio Management, Change Management, Financial Modeling, Corporate Finance, Financial Analysis, Program Management, Valuation, Leadership, Business Development, Finance, CRM, Mergers & Acquisitions, Asset Management, Due Diligence, Wealth Management..., Banking
Education
The University of Chicago - Booth School of Business 1997 — 2002
Master's degree, Finance/Strategy/Economics
Purdue University 1987 — 1991
BA, Economics
U.S. Trust March 1993 - Present
Education
Middlebury College 1985 — 1987
U.S. Trust June 2013 - Present
Merrill Lynch September 2011 - June 2013
Merrill Lynch January 2010 - September 2011
Lowenstein Sandler PC 2009 - February 2010
Merrill Lynch October 2007 - January 2009
Fox Rothschild LLP April 2003 - October 2007
Levine DeSantis & Associates 2001 - 2003
Wilentz, Goldman & Spitzer 1999 - 2000
Skills
Corporate Governance, Estate Planning, Legal Research, Corporate Law, Tax, Financial Regulation, Legal Writing, Legal Advice, Trusts, Due Diligence, Wealth, High Net Worth..., Estate Administration, Estate Law, Financial Services, Policy, Wills, Fiduciary
Education
New York University School of Law 2003 — 2005
LLM, Taxation
Rutgers University School of Law - Newark 1996 — 1999
JD, Law
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1994
Bachelor of Arts (B.A.), English Literature
Rutherford High School 1986 — 1990
HS, High School
U.S. Trust April 2015 - Present
Powerhouse Christian Church October 2010 - Present
LAN Associates October 2005 - April 2015
Bergen Realty & Investments January 2006 - December 2014
Skills
Construction Drawings, Music, Microsoft Office, Submittals, Project Planning, Real Estate, Construction, Sales, Marketing, Public Speaking, LEED, LEED AP, Strategic Planning, Team Building
Education
Messiah College 2001 — 2005
Bachelor's Degree, Communication - Public Relations & Advertising / Business Administration
U.S. Trust March 2014 - Present
BlackRock March 2007 - February 2011
J&W Seligman April 2001 - April 2006
Fort Washington Investment Advisors August 1994 - April 2001
Neuberger Berman June 1986 - August 1994
Skills
Portfolio Management, Trading, Client Relationship..., Fixed Income, Asset Management, Mutual Funds, Asset Allocation, Bloomberg, Series 7, Wealth Management, Risk Management, Structured Products, Capital Markets, Investment Advisory, Investment Strategies, Bonds, Client Service, Investor Relations, Asset Managment, Structured Finance, Financial Services, Institutional..., Valuation, Investments, Finance, Hedge Funds, Financial Advisory, High Yield, Alternative Investments, Financial Structuring, Securities, Investment Management, Mergers & Acquisitions, Series 63, Trading Systems, Options, Emerging Markets, Equity Research, Derivatives, Financial Markets, ETFs, Credit, Client Services, CRM
Education
Ohio Wesleyan University 1982 — 1986
Bachelor of Arts (B.A.), Political Science and Government
Trinity College, Dublin 1985 — 1985
Exchange Student
BHS
Bank of America July 2007 - June 2015
U.S. Trust 1993 - July 2007
US Trust November 1992 - June 2007
U.S. Trust Company of New York 1992 - 2007
US Trust July 1991 - November 1992
Skills
Program Management, Project Management, Leadership, Team Building, Financial Services, Portfolio Management, Business Analysis, Instructional Design, Banking, Risk Management, Analysis, Asset Management, Management Consulting, Training, Management, Teaching
Education
New York University 1988 — 1995
BA
U.S. Trust January 2000 - Present
PaineWebber 1998 - January 2000
Skills
Wealth Management, Asset Allocation, Alternative Investments, Portfolio Management, Mutual Funds, Estate Planning, Investments, Asset Managment, Investment Management, Asset Management, Equities, Finance, Fixed Income, Investment Advisory, Investment Strategies
Education
Northeastern University 1987 — 1993
Currently unemployed - looking for a job Communication/Project ManagerMorgan Stanley Smith BarneyJune 2010 - April 2014
Morgan Stanley October 2006 - June 2010
U.S. Trust March 2005 - October 2006
Skills
Alternative Investments, Series 7, Fixed Income, Series 63, Wealth Management, Securities, Asset Allocation, Asset Management, Mutual Funds, FINRA, Risk Management, Portfolio Management
Education
Mercy College 1998 — 2001
Bachelor's Degree, Business Administration/Finance, 3.8
U.S. Trust October 2011 - Present
Heckscher, Teillon, Terrill and Sager, P.C. 2007 - 2011
RSM EquiCo 2004 - 2005
Skills
Estate Planning, Trusts, Legal Research, Legal Writing, Tax Law, Wills, Legal Assistance, Wealth, Wealth Management, Wealth Management..., Estate Tax Planning, Courts, Estate Administration, Trust Services, High Net Worth...
Education
Villanova University School of Law 2007 — 2009
LL.M., Tax
Villanova University School of Law 2005 — 2008
JD, Law
Princeton University 2000 — 2004
AB, Politics and Economics
TIAA-CREF June 2013 - Present
U.S. Trust August 2000 - Present
Education
Rutgers University-New Brunswick 1996 — 2000
U.S. Trust January 2010 - Present
U.S. Trust January 2008 - December 2009
Bank of America September 2005 - January 2008
Bank of America April 2004 - September 2005
Fleet Bank April 2003 - April 2004
CIBC World Markets October 2000 - April 2003
Metlife February 2000 - October 2000
The Chase Manhattan Bank July 1995 - February 2000
Skills
Management, Strategy, Portfolio Management, Investments, Business Analysis, Financial Services, Wealth Management, Banking, Risk Management, Asset Management, Sales Process, Private Banking, Wealth Management..., Leadership, Business Development, Business Process...
Education
University of Rhode Island 1989 — 1993
BOS
University of Rhode Island - College of Business Administration 1989 — 1993
Richmond, The American International University in London 1992 — 1992
Narragansett High School 1986 — 1989
U.S. Trust April 2013 - Present
ING May 2002 - 2012
ING May 2002 - May 2005
Fleet Investment Advisors December 1998 - May 2002
Fleet Investment Advisors May 1997 - December 1998
Fleet Financial Group July 1994 - May 1997
Skills
Asset Allocation, Investments, Portfolio Management, Mutual Funds, Alternative Investments, Analysis, Equities, Financial Services, Hedge Funds, Investment Management, Management, Series 7, Investment Strategies
Education
Providence College 1990 — 1994
Bachelor of Arts (B.A.), Economics
Providence College 1990 — 1994
Bachelor of Arts (B.A.), Economics
U.S. Trust AssociateIvey, Barnum & O'MaraMay 2000 - September 2003
Gallagher, Gallagher & Calistro May 1993 - August 1999
Education
University of Miami School of Law 1999 — 2000
LL.M., Estate Planning
Quinnipiac University School of Law 1990 — 1993
J.D., Law
University of Colorado Boulder 1985 — 1989
FDIC June 2010 - Present
JTen Trading November 2009 - March 2010
U.S. Trust June 2006 - June 2008
ABN AMRO January 1998 - June 2005
HSBC September 1991 - December 1997
Marine Midland Bank 1988 - 1991
Skills
Asset Managment, Derivatives, Fixed Income, Portfolio Management, Capital Markets, Hedging, Market Risk, Liquidity Risk, Financial Risk, Trading, Equities, Credit, Risk Management, Money Market, Financial Markets, Strategy, Treasury, Investment Banking, Asset Management, Foreign Exchange, Finance, Credit Risk, Treasury Management, Financial Institutions, FX Options, Banking, Options, Securities, Structured Finance, Operational Risk, Bonds
Education
University of Virginia 1984 — 1987
MA
Queen's University 1980 — 1984
BA (honours)
Mary-Jo Saeli, Attorney-at-Law May 2007 - Present
Republic National Bank November 1997 - March 2000
U.S. Trust April 1996 - October 1997
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 1988 - 1995
Surrogate's Court, Kings County October 1986 - December 1987
Skills
Probate, Estate Planning, Trust and Estate..., Wills, Trusts, Legal Research, Estate Law, Estate Administration
Education
New York Law School 1981 — 1983
University of Colorado Boulder
BA, Environmental Studies
US TRUST February 2010 - Present
U.S. Trust August 2006 - January 2010
Wachovia Bank May 2003 - July 2006
Skills
Asset Allocation, Alternative Investments, Equities, Hedge Funds, Wealth Management, Investments, Financial Analysis, Capital Markets, Accounting, Portfolio Management, Fixed Income, Valuation
Education
Montclair State University 2007 — 2010
MBA, Finance and Accounting
Villanova University 1996 — 2000
BS, Biology
Amsterdam High School 1992 — 1996
U.S. Trust August 2013 - Present
Skills
Bloomberg, FactSet, Capital IQ, Capital IQ’s ClariFI, Calypso, Murex, VBA, C#, Pascal, C++, Java, SQL, Microsoft Excel, PowerPoint, Microsoft Word
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
MBA
City University of New York-Queens College 2000 — 2004
B.S.
Hawthorn, PNC Family Wealth June 2013 - Present
Wells Fargo August 2008 - June 2013
JP Morgan August 2007 - August 2008
U.S. Trust August 1992 - August 2007
PricewaterhouseCoopers 1990 - 1992
Options, Inc 1988 - 1989
Skills
Alternative Investments, Series 7, Wealth Management..., Wealth, Wealth Management, Personal Financial..., Finance, Asset Management, Loans, Investments, Fixed Income, Corporate Finance, Derivatives, Financial Analysis, Asset Managment, Portfolio Management
Education
New York Law School 1996 — 2000
Wagner College 1984 — 1988
B.S., Arts Administration
Honest Dollar June 2015 - Present
Kershner Trading Group September 2013 - May 2015
U.S. Trust January 2008 - July 2013
Bank of America June 2005 - January 2008
Carece H. Slaughter, LLC May 2004 - June 2005
Skills
Go, Test Driven Development, Cassandra, Agile Methodologies, Portfolio Management, Trading, Wealth Management, Asset Allocation, Retirement Planning, Investments, Equities, Mutual Funds, Investment Management, Financial Markets, Alternative Investments, Securities, Asset Management, Financial Analysis, Hedge Funds, Investment Strategies, Investment Advisory, Risk Management, Banking, Financial Modeling, Capital Markets, Bonds, ETFs
Education
University of Tulsa College of Law 2001 — 2003
Securities Law, Business Law, Tax Law
Oral Roberts University 1997 — 2001
Bachelors of Science, Finance
Protiviti June 2013 - Present
Brown Brothers Harriman February 2012 - May 2013
Brown Brothers Harriman August 2007 - March 2012
U.S. Trust December 2004 - August 2007
Skills
AML, Hedge Funds, Mutual Funds, Banking, Financial Services, Equities, Series 7, Bloomberg, Trading, FINRA, Alternative Investments, Anti Money Laundering, Fixed Income, Derivatives, Asset Management, Capital Markets
Education
New York Law School 2002 — 2006
JD, Law
The Catholic University of America 1994 — 1998
BA, Sociology
U.S. Trust May 2010 - Present
Columbia Management September 2001 - May 2010
Ferguson Wellman Capital Management March 1997 - March 2000
West One Trust Investments/Qualivest Capital Management June 1994 - March 1997
Skills
Customer Service, Team Leadership, Due Diligence, Equities, Portfolio Management, Investment Management, Financial Analysis, Asset Management, Investments, Asset Allocation, Investment Strategies, Trading
Education
University of Oregon 1999 — 2001
MBA
Pacific Lutheran University 1989 — 1993
BA, Business Administration
U.S. Trust September 2014 - Present
Bank of America October 2005 - Present
Bank of America January 2013 - September 2014
Bank of America July 2011 - January 2013
Bank of America August 2009 - July 2011
Bank of America June 2007 - August 2009
Bank of America October 2005 - June 2007
Skills
Banking, Wealth Management, Financial Services, Customer Service, Retail Banking, Risk Management, Relationship Management, Microsoft Office, Investments, Finance
Education
Rhode Island College 2008 — 2012
Bachelor of Science (BS), Finance
Roger Williams University 2002 — 2005
n/a, Visual Arts Studies, Primary Focus in Photography
Lincoln School 1993 — 2002
High School Diploma, Art Photo Focus JuniorSsenior Year
U.S. Trust November 2010 - Present
Skills
Private Equity, Fund Administration, Accounting, General Ledger, Hedge Funds, Financial Services, Advent
Education
City University of New York-Queens College 1993 — 1997
B.A.
U.S. Trust March 2012 - Present
Bank of America May 2008 - March 2012
Bank of America 2005 - 2008
commerce bank 2003 - 2005
commerce bank 2003 - 2005
fox news channel 2001 - 2003
summit ban k 1997 - 2002
summit bank 1997 - 2002
fleet bank 1997 - 2002
fleet bank 1997 - 2002
Skills
Banking, Customer Service, Sales, Credit, Financial Analysis, Commercial Banking, Investments, Loans, Microsoft Excel, Microsoft Word, Mortgage Lending, Real Estate, Retail Banking
Education
Montclair State University 2003 — 2005
Certificate in Paralegal Studies, Paralegal Studies
Montclair State University 1996 — 2002
Bachelor of Arts (B.A.), Broadcasting
U.S. Trust October 2007 - Present
Northern Trust Corporation September 2000 - October 2007
Skills
Financial Analysis, Banking, Strategic Financial..., High Net Worth..., Finance, Wealth Management, Portfolio Management, Internal Controls, Tax, Mutual Funds, Investment Management, Wealth Management..., Internal Audit, Relationship Management, Income Tax, Trust Services, Accounting, Financial Modeling, Commercial Lending, Asset Management, Investments, Small Business Lending, Due Diligence, Credit Risk, Consumer Lending, Tax Preparation, Retail Banking, Credit Analysis, Corporate Finance, Auditing, Credit, Retirement Planning, Treasury Management, Financial Services, Commercial Banking, General Ledger, Mortgage Lending, Insurance, Accounts Payable, Cash Management, Account Reconciliation, Financial Accounting, Asset Allocation, Loans, Managerial Finance, Financial Reporting, Cash Flow, Risk Management, Financial Risk, Financial Planning
Education
Quinlan School of Business, Loyola University Chicago 1988 — 1993
Bachelor of Business Administration (BBA), Accounting
U.S. Trust December 2013 - Present
U.S. Trust February 2011 - December 2013
J.F. Shea Co., Inc. 2006 - 2008
J.F. Shea Co., Inc. 2003 - 2006
J.F. Shea Co., Inc. 2001 - 2003
Skills
Alternative Investments, Estate Planning, Real Estate, Negotiation, Private Banking, Financial Analysis, Microsoft Excel, High Net Worth..., Customer Service, Management, Business Strategy, Strategic Planning, Sales
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance
Oregon State University 1991 — 1996
BA, Business Administration & German
U.S. Trust December 2003 - Present
U.S. Trust 2003 - Present
Skills
Wealth Management, Trust Services, Trust Management, Investment Advisory, Series 65
Education
Regis University 1974 — 1978
BSA, Economics
University of Texas of the Permian Basin
MBA, Management
Morgan Stanley December 2013 - Present
First American International Bank April 2011 - November 2013
Primus Asset Management December 2010 - April 2011
Primus Asset Management March 2006 - September 2010
U.S. Trust 2000 - 2006
JPMorgan Chase 1988 - 2000
Irving Trust 1985 - 1988
Skills
Budget, Analysis, Team Building, Capital Markets, Financial Modeling, Strategic Financial..., Banking, Trend Analysis, Variance Analysis, Month End Close, Financial Reporting, Financial Analysis, Financial Accounting, Managerial Finance, Budgets, Financial Risk, Risk Management, Investments, Internal Controls, Forecasting, Finance, Sarbanes-Oxley Act, Treasury Management, Due Diligence, Cash Management, Portfolio Management, Credit Analysis, Derivatives, Mergers & Acquisitions, Business Planning, Valuation, Corporate Finance, Treasury Services, Asset Management, SEC filings, Bloomberg, Accounting, Financial Planning
Education
Bankers Administration Institute - University of Wisconsin-Madison 1992 — 1995
Advance Certificate in Financial Management, Financial Analysis, business valuation and accounting and risk management
Pace University 1981 — 1984
BBA, Accounting
Bernstein Private Wealth Management August 2015 - Present
U.S. Trust August 2013 - July 2015
US Trust February 2013 - August 2013
Merrill Lynch September 2011 - February 2013
Skills
Wealth Management, Wealth Outlook, 401k Rollovers, Small business..., Simplified Employee..., Structured lending, Financial Structuring, Wealth, Pensions, Retirement Planning, Outlook
Education
Northern Arizona University, College of Business Administration 2006 — 2011
B.S.B.A, Finance and Marketing
Temecula Valley High School 2002 — 2006
Morgan Stanley July 2010 - Present
NPA Financial Services Inc. July 2009 - July 2010
Fiduciary Trust 2005 - 2008
U.S. Trust 1997 - 2005
Oppenheimer Capital 1992 - 1995
Skills
Credit, Wealth Management, Securities, Series 63, Mutual Funds, Trading, Due Diligence, Strategy, Strategic Planning, Derivatives, Investment Banking, Financial Modeling, Valuation
Education
Ramapo College of New Jersey 1984 — 1989
BA, Economics
U.S. Trust July 2015 - Present
U.S. Trust June 2013 - July 2015
Bank of America Merrill Lynch June 2010 - May 2013
Skills
Valuation, Corporate Finance, Wealth Management
Education
Quinnipiac University - School of Business 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
The University of Connecticut School of Business 2006 — 2010
Bachelor of Science (BS), Finance
Loomis, Sayles & Company May 2012 - Present
U.S. Trust April 2010 - May 2012
R.W. Pressprich November 2009 - April 2010
Putnam Investments August 1997 - March 2009
Jennison Associates August 1995 - August 1997
Fidelity Investments October 1989 - August 1995
Education
Northeastern University 1994 — 1996
MS, Finance
Ohio Wesleyan University 1985 — 1989
BA, Economics
U.S. Trust September 2015 - Present
NYC Department of Education - Clinton School for Writers and Artists March 2014 - August 2015
Honors Review Learning Center February 2014 - January 2015
JCC in Manhattan February 2013 - August 2014
Teachers College, Columbia University July 2012 - January 2014
Stuyvesant High School September 2013 - December 2013
Clinton School for Writers and Artists September 2012 - December 2012
Bank of America Merrill Lynch January 2011 - July 2012
Bank of America Merrill Lynch January 2010 - December 2010
Merrill Lynch July 2007 - December 2009
Skills
Research, Windows, PowerPoint, HTML, Teaching, Public Speaking, Social Media, Microsoft Office, Qualitative Research, Editing, Microsoft Word, Event Planning, SPSS, Social Networking, Program Management, Writing, Nonprofits, Community Outreach, Management
Education
Teachers College of Columbia University 2012 — 2014
Master's in Secondary Social Studies Education (grades 7-12)
New York University 2003 — 2007
Bachelor's degree in Economics and International Relations
Whittier Trust Company March 2010 - Present
Bank of America June 2005 - March 2010
U.S. Trust June 2005 - March 2010
Union Bank September 2002 - 2005
ING/Northern Life September 1995 - September 2002
Ryan, Swanson & Cleveland, PLLC 1991 - 1995
Skills
Asset Allocation, Wealth Management, High Net Worth..., Asset Managment, Investment Advisory, Estate Planning, Private Banking, Investment Management, Investments, Series 7, Wealth Management..., Alternative Investments, Portfolio Management, Asset Management, Equities, Fixed Income, Wealth, Retirement, Financial Advisory, Securities, Retirement Planning, Trust Services, Hedge Funds, Investment Strategies, Trusts, Strategic Financial..., Trusteeship, Financial Planning
Education
University of Washington School of Law 1988 — 1991
JD, Law
Oberlin College 1974 — 1978
B.A., English; Psychology
Chestnut Hill Academy
US Bank March 2001 - Present
Bank One (now JP Morgan) April 1998 - December 2000
Wells Fargo August 1994 - April 1997
Bank of America April 1987 - June 1993
Bankers Trust Company January 1985 - March 1987
U.S. Trust January 1979 - January 1985
Skills
Corporate Trust..., Risk Management, Relationship Management, Cash Management, Investments, Financial Services, Fixed Income, Capital Markets
Education
Pace University
U.S. Trust September 2014 - Present
U.S. Trust June 2013 - September 2014
US Trust August 2010 - June 2013
US Trust January 2010 - August 2010
WJAR-TV June 2008 - August 2008
WEEI Sports Talk Radio June 2008 - August 2008
Rhode Island Surgeons Inc 2003 - 2008
Skills
Problem Solving, Microsoft Office, Visio, Cognos, Data Analysis, Data Entry, Customer Service, Ad Hoc Reporting, Remediation, SharePoint, Final Cut Pro, Editing, Event Planning, Event Management, Photography, Journalism, Broadcast Journalism, Ap Style
Education
Quinnipiac University 2006 — 2009
Bachelor of Arts, Journalism
Columbia Management August 1998 - Present
U.S. Trust 1998 - 2011
KPMG Peat Marwick August 1995 - August 1997
Skills
Portfolio Management, Hedge Funds, Asset Allocation, Economics, Risk Management, Asset Managment, Bloomberg, Asset Management, Alternative Investments, Capital Markets, Derivatives
Education
Pace University 2010 — 2013
DPS, International Economics, Finance
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance, Information Systems
Rensselaer Polytechnic Institute 1997 — 1998
ME, Industrial Engineering
U.S. Trust March 2013 - Present
Michaels & May, P.C. November 2004 - February 2013
Fedota, Childers & May, P.C. July 2002 - November 2004
Merrill Lynch September 1997 - May 2002
IPC Group n/k/a CRA February 1990 - June 1992
RR Donnelley July 1987 - March 1989
GTE Directories December 1983 - July 1987
Skills
Commercial Litigation, Depositions, Litigation Support, Civil Litigation, Trials, Litigation Management, Courts, Legal Assistance, Insurance, PACER, Westlaw, Cite Checking, ECF, Docketing, Shepardizing, Trial Exhibits, Notary Public, Microsoft Office 2007, LexisNexis, Juris, Trusts, Charitable Trusts
Education
Roosevelt University 1989 — 1990
Certificate, Lawyer's Assistant Program - Litigation, Honors Certificate
University of Illinois at Urbana-Champaign - College of Business 1979 — 1983
BS, Bus. Admin.
U.S. Trust August 2013 - Present
U.S. Trust June 2011 - August 2013
The MacLean Law Firm, P.C. November 2008 - June 2011
Skills
Estate Planning, Legal Research, Wills, Legal Writing, Westlaw, Estate Administration, Wealth Management..., Notary Public, Trusts, Lexis, Powers of Attorney, Document Drafting, Trust Management, High Net Worth..., Fiduciary
Education
New York Law School 2005 — 2008
J.D., Law
University of Minnesota 1997 — 2002
B.A., English
Wintrust Mortgage Corporation December 2011 - Present
Cranio Sacral Therapy 2007 - Present
Bank of America June 2010 - December 2011
U.S. Trust June 2000 - March 2010
Skills
Wealth Management, Project Management, Loans, Mortgage Lending, Credit, Banking, Private Banking, Credit Analysis, Customer Service, Financial Analysis, Portfolio Management, Wealth Management..., High Net Worth..., Loan Origination
Education
Normandale Community College 1998 — 2000
AAS, Sales, Marketing & Management
NCE 1985 — 1997
U.S. Trust October 2014 - Present
U.S. Trust September 2012 - October 2014
Skills
Passed CFA Level III,...
Education
Rollins College - Crummer Graduate School of Business 2010 — 2012
MBA, Finance, 3.94
Rollins College 2008 — 2010
Bachelors, Economics, Dance, 4.0
U.S. Trust August 2015 - Present
DreamIt Ventures February 2015 - August 2015
WeGo June 2013 - September 2014
In the Money Solutions March 2009 - June 2013
Barclays February 2011 - September 2011
Credit Suisse February 2008 - February 2009
Skills
Marketing Strategy, Marketing, Social Media Marketing, New Business Development, Strategic Planning, Entrepreneurship, Start-ups, Business Development, Social Networking, Sales, Marketing Communications, Business Strategy, Mobile Marketing, SEO, Financial Analysis, Financial Modeling, Corporate Finance, Strategic Partnerships, Strategy, Finance, Competitive Analysis, CRM, Business Planning, Project Management, Options, Investments, Financial Markets, Management, Analytics, Management Consulting, Mergers, Lead Generation, Online Marketing, Contract Negotiation, Team Building, Business Analysis, Product Management, Venture Capital, Account Management, Brand Development, Valuation, Negotiation, Equity Derivatives, Investment Banking, Analysis, Trading, Fixed Income
Education
NYU Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
Peking University 2013 — 2013
Master of Business Administration (MBA), Chinese Studies
Hofstra University 2005 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Comerica Bank & Trust, N.A. January 2014 - Present
Comerica Bank & Trust, N.A. February 2013 - Present
U.S. Trust 2006 - 2011
Atlantic Trust Company, N.A. 2000 - 2006
Skills
Private Wealth..., Portfolio Management, Trust Services, Trusts, Banking, Compliance, Wealth Management..., Asset Allocation, Investment Management, Investments, Management, Strategic Financial..., High Net Worth..., Securities, Private Banking, Asset Management, Estate Planning, Mutual Funds, Investment Strategies, Risk Management, Wealth Management, Investment Advisory, Financial Planners, Financial Planning
Education
Quinnipiac University School of Law
J.D.
The University of Connecticut
B.A.
U.S. Trust 2009 - Present
Wachovia, A Wells Fargo Company 2006 - 2009
Fifth Third 2005 - 2006
National City 2004 - 2005
Invesco Ltd. 2000 - 2004
First Union 1996 - 2000
North Carolina Trust 1993 - 1996
SunTrust Bank 1988 - 1993
Skills
Separately Managed..., Asset Allocation, Managed Accounts, High Net Worth..., Portfolios, Investment Strategies, Investment Advisory, Mutual Funds
Education
Millsaps College 1984 — 1988
BBA, Business & Finance
Washington School 1980 — 1984
High School, High School Diploma
The Colony Group August 2015 - Present
U.S. Trust January 2013 - August 2015
The Ayco Company, L.P. - A Goldman Sachs Company December 2005 - January 2013
Gladiator, LLC March 2005 - December 2005
Champion Mortgage September 2004 - March 2005
Education
Plymouth State University 2003 — 2004
MBA, Investment & Finance Concentration
Plymouth State University 1999 — 2003
BS, Marketing
U.S. Trust June 2015 - Present
Citi 1991 - Present
Education
New York University 1982 — 1984
Master of Business Administration (MBA), Finance, General
U.S. Trust March 2013 - Present
Merrill Lynch March 2004 - March 2013
Bank of America January 1999 - March 2004
Barnett Bank December 1986 - January 1999
KeyBank January 1976 - October 1986
Skills
Investments, Private Banking, Commercial Banking, Strategic Financial..., Commercial Lending, Credit Analysis, Mergers & Acquisitions, Loans, Credit, Investment Banking, Retirement Planning, Wealth Management, Asset Management, Series 63, Portfolio Management, Capital Markets, Treasury Management, Fixed Income, Series 7, Banking, Small Business Lending, Real Estate, Investment Advisory, Equities, Securities, Financial Structuring, Wealth Management..., Asset Allocation, Alternative Investments, Financial Services, Mutual Funds, Investment Management, Derivatives, Valuation, High Net Worth..., Private Equity, Hedge Funds, Mortgage Lending, Investment Strategies, Financial Advisory, FINRA, Series 24, Structured Finance, Uniform Combined State..., Asset Based Lending, ETFs, Financial Risk, Commercial Mortgages, Loan Origination, Relationship Management
Education
Miami University 1975 — 1976
Master of Business Administration (M.B.A.), Finance, General
The Ohio State University 1970 — 1974
Bachelor of Business Administration (BBA), Finance, General
JPMorgan Chase 2012 - Present
JPMorgan Chase 2012 - Present
U.S. Trust December 2006 - July 2012
Various Law Firms September 1994 - December 2006
Skills
Wealth Management, Securities, Banking, Wealth Management..., Portfolio Management, Risk Management, Mutual Funds, Asset Management, Alternative Investments, AML, Private Banking, Legal Research, Customer Service, Strategic Planning, Strategic Partnerships, Employee Relations, Nonprofits, Microsoft Office, Microsoft Word, PowerPoint
Education
NYU School of Law 1994 — 1998
LLM in Taxation, Tax Law/Taxation
Touro College Jacob D. Fuchsberg Law Center 1991 — 1994
JD, magna cum laude, Law
U.S. Trust April 2015 - Present
Merrill Lynch December 2013 - April 2015
Merrill Lynch April 2012 - April 2013
Merrill Lynch January 2012 - April 2012
United Bank Card April 2011 - October 2011
Skills
Interpersonal..., Customer Satisfaction, Computer Proficiency, Microsoft Office, Microsoft Excel, Microsoft Word, Salesforce.com, QuickBooks, Thompson One, Wealth Management..., Leadership, CRM, Sales, Communication
Education
Rutgers University 2008 — 2011
Bachelor of Science (BS), Psychology
Rider University
Master of Business Administration (M.B.A.)
Office of the Attorney General of the State of New York January 2002 - Present
New York State Office of the Attorney General 2002 - 2013
U.S. Trust June 2000 - May 2001
Skills
Microsoft Office, Great Motivator, Great communications..., Great eye for detail, Teamwork, Team Leadership, Organized Multi-tasker, Self-starter, Highly motivated..., Customer Service, Office Management, Front Office Support
Education
Monroe Community College 1992 — 1994
Associate's degree
U.S Trust, Bank of America Private Wealth Management December 2008 - Present
U.S. Trust May 1999 - December 2008
Education
Radford University 1994 — 1997
Bachelor's degree, Business Administration and Management, General, GPA 3.2
U.S. Trust September 2011 - Present
Bank of America February 2010 - September 2011
Capital One March 2009 - January 2010
Grand Bank & Trust of Florida May 2008 - March 2009
Wells Fargo 1995 - 2007
Skills
Wealth Management, Investments, Portfolio Management, Private Banking, Retail Banking, Customer Service, Consumer Lending, Certificates of Deposit, Deposit Growth, Prospect Research, Direct Sales, Event Planning, Corporate Events, Volunteer Recruiting, Microsoft Office, Microsoft Excel, At Multitasking, Negotiation, Account Management, Relationship Building, Project Management
Education
Penn State University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Real Estate
Parkway High School 1982 — 1985
Acedemic
U.S. Trust February 1994 - Present
Texas National Bank of Waco, TX October 1991 - February 1994
Education
University of Texas at Tyler 1988 — 1991
Master of Business Administration (MBA), Accounting and Finance
Rice University 1984 — 1988
Bachelor of Arts (BA), Managerial Studies
U.S. Trust April 2013 - April 2015
Bank of America February 2012 - April 2013
Skills
Banking, Retail Banking, Credit, Relationship Management, Risk Management
Education
Northeastern University
Bachelor's degree, Psychology