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
Robert Eberley Robert Eberley New York, New York Details
Robert Eberley's US Trust Experience December 2014 - Present
Job Private Client Advisor U.S. Trust
Industry Banking
Experience
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

Roger Kummert Roger Kummert San Francisco Bay Area Details
Roger Kummert's US Trust Experience 1997 - 2007
Job Senior Real Estate Asset Manager
Industry Investment Management
Experience
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

Alexander Lehrer, Esq. Alexander Lehrer, Esq. Greater New York City Area Details
Alexander Lehrer, Esq.'s US Trust Experience March 2015 - Present
Job Attorney at Law
Industry Law Practice
Experience
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

Scott Stimson Jr. Scott Stimson Jr. Charlotte, North Carolina Details
Scott Stimson Jr.'s US Trust Experience August 2010 - December 2012
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Jonathon McLaughlin Jonathon McLaughlin New York, New York Details
Jonathon McLaughlin's US Trust Experience August 2013 - Present
Job Investment Strategist at US Trust
Industry Financial Services
Experience
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

Holly Chambers Holly Chambers Charlotte, North Carolina Details
Holly Chambers's US Trust Experience March 2014 - August 2014
Job Regional Event Manager at U.S. Trust
Industry Marketing and Advertising
Experience
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

Nadine Gordon Lee Nadine Gordon Lee Greater New York City Area Details
Nadine Gordon Lee's US Trust Experience 1997 - 2001
Job Managing Director & President, Colony Family Office
Industry Investment Management
Experience
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

Aaron Banks Aaron Banks Greater New York City Area Details
Aaron Banks's US Trust Experience January 2015 - Present
Job Portfolio Manager at U.S. Trust
Industry Financial Services
Experience
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

Jeff Chaidez Jeff Chaidez Portland, Oregon Area Details
Jeff Chaidez's US Trust Experience July 2014 - Present
Job Senior Vice President, Private Client Manager, U.S. Trust
Industry Financial Services
Experience
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

Jaron Swartz Jaron Swartz Greater New York City Area Details
Jaron Swartz's US Trust Experience July 2014 - Present
Job Assistant Vice President, Client Sales & Service Officer at U.S. Trust
Industry Banking
Experience
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

Amanda Swift Amanda Swift New York, New York Details
Amanda Swift's US Trust Experience February 2012 - March 2014
Job Legal Administrative Assistant at ITOCHU International Inc.
Industry Legal Services
Experience
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

Tony Twyman Tony Twyman Kansas City, Missouri Area Details
Tony Twyman's US Trust Experience May 2013 - Present
Job Philanthropic Specialist
Industry Philanthropy
Experience
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

Emily Pluger Emily Pluger Charlotte, North Carolina Details
Emily Pluger's US Trust Experience April 2015 - Present
Job Client Sales & Service Officer at U.S. Trust
Industry Marketing and Advertising
Experience
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

REBECCA VAZQUEZ REBECCA VAZQUEZ Greater New York City Area Details
REBECCA VAZQUEZ's US Trust Experience September 2001 - August 2004
Job PROGRAM MANAGEMENT RELATIONSHIP DEVELOPMENT
Industry Primary/Secondary Education
Experience
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

Adnan Sabih, CAIA Adnan Sabih, CAIA Greater New York City Area Details
Adnan Sabih, CAIA's US Trust Experience October 2006 - March 2008
Job Alternative Investments at Morgan Stanley Wealth Management
Industry Banking
Experience
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

Lisa van der Zanden Lisa van der Zanden Midland, Texas Details
Lisa van der Zanden's US Trust Experience 1981 - 2012
Job PARTNER at CATOICO RESOURCE MANAGEMENT LP
Industry Oil & Energy
Experience
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

Adam Burch, CIMA Adam Burch, CIMA Baltimore, Maryland Area Details
Adam Burch, CIMA's US Trust Experience June 2013 - Present
Job Managing Director, Market Investment Director at U.S. Trust
Industry Investment Management
Experience
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

Nancy Thorsen Nancy Thorsen Naples, Florida Details
Nancy Thorsen's US Trust Experience 2005 - 2009
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Andrew S. Goodman Andrew S. Goodman Greater Boston Area Details
Andrew S. Goodman's US Trust Experience 1996 - 1997
Job Partner at Infusion Global Partners
Industry Financial Services
Experience
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

Andy Keith Andy Keith Greater Boston Area Details
Andy Keith's US Trust Experience May 2015 - Present
Job Managing Director at U.S. Trust.
Industry Investment Management
Experience
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

Jerry Nocco Jerry Nocco Greater New York City Area Details
Jerry Nocco's US Trust Experience September 2001 - June 2007
Job Executive Director at Morgan Stanley & Co.
Industry Financial Services
Experience
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

Doreen Shea Nicosia Doreen Shea Nicosia Greater Philadelphia Area Details
Doreen Shea Nicosia's US Trust Experience 1996 - 1999
Job Website & Marketing Administrator at Dale Carnegie Training of Central and Southern New Jersey
Industry Computer Software
Experience
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

Maria Tanzola Maria Tanzola Greater New York City Area Details
Maria Tanzola's US Trust Experience 2006 - 2011
Job Private Wealth Advisor & Senior VIce President
Industry Financial Services
Experience
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

Matthew C. Weld, CFA, CAIA Matthew C. Weld, CFA, CAIA Providence, Rhode Island Area Details
Matthew C. Weld, CFA, CAIA's US Trust Experience April 2008 - Present
Job Market Investment Director at U.S. Trust
Industry Financial Services
Experience
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

Jason Lackner Jason Lackner Greater Chicago Area Details
Jason Lackner's US Trust Experience August 2015 - Present
Job Vice President, Private Client Associate at U.S. Trust
Industry Banking
Experience
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

Arminder Gill, MBA Arminder Gill, MBA Caldwell, New Jersey Details
Arminder Gill, MBA's US Trust Experience 2015 - Present
Job Fiduciary Tax Accountant at U. S. Trust
Industry Accounting
Experience
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

Alexis St. Clair Alexis St. Clair Greater New York City Area Details
Alexis St. Clair's US Trust Experience January 2014 - January 2015
Job Property Manager, BNY Mellon Wealth Management
Industry Financial Services
Experience
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

Samantha McCarthy, Esq. Samantha McCarthy, Esq. Providence, Rhode Island Area Details
Samantha McCarthy, Esq.'s US Trust Experience January 2015 - Present
Job Admitted to practice law in MA and RI
Industry Law Practice
Experience
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

Will Cohen Will Cohen Charlottesville, Virginia Details
Will Cohen's US Trust Experience 2014 - Present
Job
Industry Financial Services
Experience
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

Jennifer Callender Jennifer Callender Washington D.C. Metro Area Details
Jennifer Callender's US Trust Experience November 2001 - November 2011
Job AVP Trust Officer at Burke and Herbert Bank &Trust Company
Industry Investment Banking
Experience
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

David Leger David Leger Boston, Massachusetts Details
David Leger's US Trust Experience June 2004 - June 2009
Job Sr. Sales Director and VP at BNY Mellon Wealth Management
Industry Financial Services
Experience
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

Jennifer D'Ambrosio Jennifer D'Ambrosio Miami/Fort Lauderdale Area Details
Jennifer D'Ambrosio's US Trust Experience January 2007 - February 2008
Job Officer; Business Control Specialist at Bank of America
Industry Staffing and Recruiting
Experience
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

Daniel Montilla Daniel Montilla Boca Raton, Florida Details
Daniel Montilla's US Trust Experience September 2006 - Present
Job Senior Vice President at U.S. Trust
Industry Financial Services
Experience
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

Garrett Shuster Garrett Shuster New York, New York Details
Garrett Shuster's US Trust Experience June 2014 - Present
Job Lead Generation at U.S. Trust
Industry Financial Services
Experience
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

Ryan Velo-Simpson Ryan Velo-Simpson Seattle, Washington Details
Ryan Velo-Simpson's US Trust Experience May 2013 - Present
Job Associate Wealth Strategist, Vice President at U.S. Trust
Industry Banking
Experience
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

William Rockett William Rockett Greater New York City Area Details
William Rockett's US Trust Experience August 2000 - June 2003
Job Managing Director at Charles Schwab
Industry Investment Management
Experience
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

Donna L. Miller Donna L. Miller New York, New York Details
Donna L. Miller's US Trust Experience February 2004 - April 2006
Job Business Process Improvement Leader
Industry Financial Services
Experience
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

Craig Schwalb, CIMA® Craig Schwalb, CIMA® Berkeley Heights, New Jersey Details
Craig Schwalb, CIMA®'s US Trust Experience 2005 - 2007
Job Senior Vice President at Scout Investments
Industry Financial Services
Experience
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

Leslie Katz Frohman Leslie Katz Frohman United States Details
Leslie Katz Frohman's US Trust Experience 2001 - 2004
Job Human Resources Coordinator at COUNTRY Financial®
Industry Insurance
Experience
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

David H. Herman David H. Herman New York, New York Details
David H. Herman's US Trust Experience August 2003 - July 2008
Job Project Manager and Technology Lead, Deutsche Bank EUDA Remediation at Fortira
Industry Financial Services
Experience
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

Eric Huntley Eric Huntley Kansas City, Missouri Details
Eric Huntley's US Trust Experience February 2014 - Present
Job Assistant Vice President Portfolio Relationship Manager II at U.S. Trust
Industry Investment Management
Experience
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

Le La Le La Greater Atlanta Area Details
Le La's US Trust Experience October 2014 - Present
Job Specialty Asset Manager at U.S. Trust
Industry Paper & Forest Products
Experience
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

Audrianna Sibiski, MBA Audrianna Sibiski, MBA San Francisco, California Details
Audrianna Sibiski, MBA's US Trust Experience August 2015 - Present
Job Vice President Private Client Associate at U.S. Trust
Industry Management Consulting
Experience
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

Ned Costello Ned Costello Greater Chicago Area Details
Ned Costello's US Trust Experience September 2008 - November 2013
Job Senior Director Portfolio Manager at BNY Mellon Wealth Management
Industry Investment Management
Experience
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

Timothy Throckmorton Timothy Throckmorton Middle Haddam, Connecticut Details
Timothy Throckmorton's US Trust Experience 2001 - 2002
Job Director of Fiduciary Services at Webster Bank
Industry Financial Services
Experience
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

Jennifer Sweeney Jennifer Sweeney Greater New York City Area Details
Jennifer Sweeney's US Trust Experience February 2015 - Present
Job Assistant Vice President
Industry Financial Services
Experience
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

Sally Venverloh Sally Venverloh Chicago, Illinois Details
Sally Venverloh's US Trust Experience October 2011 - Present
Job Senior Vice President, Wealth Strategist
Industry Financial Services
Experience
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

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

Jason Stahl, CFP® Jason Stahl, CFP® Greater New York City Area Details
Jason Stahl, CFP®'s US Trust Experience July 2014 - Present
Job Wealth Strategies Analyst at US Trust
Industry Banking
Experience
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

David Koletic David Koletic Charlotte, North Carolina Area Details
David Koletic's US Trust Experience March 2014 - Present
Job Senior Vice President at US Trust Bank of America
Industry Financial Services
Experience
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

Dan Rice Dan Rice West Point, New York Details
Dan Rice's US Trust Experience May 2003 - May 2007
Job President, Thayer Leader Development Group at West Point; CoAuthor "West Point Leadership: Profiles of Courage"
Industry Education Management
Experience
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

Tyler Calder Tyler Calder Greater Boston Area Details
Tyler Calder's US Trust Experience July 2013 - May 2015
Job Private Client Associate at Bernstein Global Wealth Management
Industry Financial Services
Experience
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

Steven Sanders Steven Sanders Greater New York City Area Details
Steven Sanders's US Trust Experience May 2013 - Present
Job Senior Vice President Private Client Manager at U.S. Trust
Industry Financial Services
Experience
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

Bob Penney Bob Penney Providence, Rhode Island Area Details
Bob Penney's US Trust Experience January 2004 - October 2010
Job Founder & CEO, YGB; Independent Brand Consultant, HALO Branded Solutions
Industry Marketing and Advertising
Experience
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

Candie Tanner Candie Tanner White Bluff, Tennessee Details
Candie Tanner's US Trust Experience August 2006 - Present
Job AVP at Bank of America
Industry Banking
Experience
U.S. Trust   August 2006 - Present

Skills
Banking, Credit Analysis, Financial Analysis, Credit

Education
Nashville State Community College
Associate of Science (AS), Economics

Barbara Bilello Barbara Bilello Greater New York City Area Details
Barbara Bilello's US Trust Experience December 2013 - Present
Job Senior Vice President at U.S. Trust
Industry Investment Banking
Experience
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

Wilfredo Enriquez Wilfredo Enriquez Greater New York City Area Details
Wilfredo Enriquez's US Trust Experience November 2002 - May 2003
Job Consultant at Fire Department Mutual of New York
Industry Financial Services
Experience
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

Shawn Hillyer Shawn Hillyer Portland, Oregon Area Details
Shawn Hillyer's US Trust Experience March 2014 - Present
Job Custody Specialist I at U.S. Trust
Industry Financial Services
Experience
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

David J. Gomez David J. Gomez Los Angeles, California Details
David J. Gomez's US Trust Experience July 2013 - Present
Job Trust and Estate Admistrative Officer
Industry Banking
Experience
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

Rob Roseen Rob Roseen Greater New York City Area Details
Rob Roseen's US Trust Experience July 2015 - Present
Job CSSO II at U.S. Trust
Industry Banking
Experience
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

Daniel G. Couture Daniel G. Couture Westfield, New Jersey Details
Daniel G. Couture's US Trust Experience January 2004 - January 2014
Job Realtor, Sales Associate at Berkshire Hathaway HomeServices New Jersey Properties
Industry Real Estate
Experience
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

Gayle Palefsky Gayle Palefsky Maple Shade, New Jersey Details
Gayle Palefsky's US Trust Experience March 2015 - Present
Job "Success seems to be connected with action. Successful people keep moving. They make mistakes, but they don’t quit."
Industry Banking
Experience
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

Martin Poole CFP® Martin Poole CFP® Greater New York City Area Details
Martin Poole CFP®'s US Trust Experience 1999 - 2005
Job Financial Strategist at HFH Planning Inc.
Industry Financial Services
Experience
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

Lonnell Williams Lonnell Williams Atlanta, Georgia Details
Lonnell Williams's US Trust Experience July 2015 - Present
Job
Industry Financial Services
Experience
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

Lauren Bunn Lauren Bunn Pennington, New Jersey Details
Lauren Bunn's US Trust Experience May 2015 - Present
Job Portfolio Oversight
Industry Financial Services
Experience
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

Serena Wang Serena Wang New York, New York Details
Serena Wang's US Trust Experience June 2013 - August 2013
Job Financial Services Advisory at EY
Industry Management Consulting
Experience
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

Leroy Davis, Jr. Leroy Davis, Jr. Charlotte, North Carolina Area Details
Leroy Davis, Jr.'s US Trust Experience June 2015 - Present
Job Senior Vice President, Estate Settlement Officer at U.S. Trust
Industry Banking
Experience
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

Diaa Mohamed Diaa Mohamed San Diego, California Details
Diaa Mohamed's US Trust Experience January 2015 - Present
Job Trust Admin Officer at U.S. Trust
Industry Banking
Experience
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

Andy Michael, CFA Andy Michael, CFA Greater Nashville Area Details
Andy Michael, CFA's US Trust Experience December 2011 - April 2015
Job Wealth Management Associate
Industry Financial Services
Experience
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

Mark Nardella Mark Nardella Manlius, New York Details
Mark Nardella's US Trust Experience May 2007 - December 2010
Job Sr. Advisor at VALIC
Industry Financial Services
Experience
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

Marc Mauro Marc Mauro Providence, Rhode Island Area Details
Marc Mauro's US Trust Experience May 2015 - Present
Job Attorney
Industry Law Practice
Experience
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

Evan Hua Evan Hua Cranbury, New Jersey Details
Evan Hua's US Trust Experience June 2015 - August 2015
Job U.S. Trust Global Wealth and Investment Management Intern
Industry Financial Services
Experience
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

Len Lokesh Nagpal, CSM Len Lokesh Nagpal, CSM Greater New York City Area Details
Len Lokesh Nagpal, CSM's US Trust Experience March 1994 - July 1995
Job Project Manager with Software Development & Infrastructure Experience
Industry Information Services
Experience
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

Moira Bessette Martin, Esq. Moira Bessette Martin, Esq. Greater New York City Area Details
Moira Bessette Martin, Esq.'s US Trust Experience 2006 - 2008
Job Senior Vice President and Senior Trust Officer at Trust Department at Essex Savings Bank
Industry Banking
Experience
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

Eva Leung Eva Leung Greater New York City Area Details
Eva Leung's US Trust Experience June 2006 - February 2007
Job Valassis On Site Liaison at L'Oreal
Industry Marketing and Advertising
Experience
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

Aaron Terry Aaron Terry Greater Boston Area Details
Aaron Terry's US Trust Experience September 2015 - Present
Job Senior Vice President, Senior Trust Officer at U.S. Trust
Industry Financial Services
Experience
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

Matt McNamara Matt McNamara Greater New York City Area Details
Matt McNamara's US Trust Experience 2010 - 2011
Job Associate at Morgan Lewis
Industry Law Practice
Experience
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

Elise Myers Elise Myers Greater Atlanta Area Details
Elise Myers's US Trust Experience April 2014 - Present
Job Assistant Vice President, Trust Specialist at U.S. Trust
Industry Judiciary
Experience
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

Matt Stavsky Matt Stavsky Greater New York City Area Details
Matt Stavsky's US Trust Experience 1984 - 2008
Job Applications Development / Strategic Projects Implementation
Industry Information Technology and Services
Experience
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

Marcus Velasco Marcus Velasco Greater Chicago Area Details
Marcus Velasco's US Trust Experience June 2011 - Present
Job Director Business Strategy and Initiative Executive at U.S. Trust
Industry Financial Services
Experience
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

Sean Gillia Sean Gillia Greater New York City Area Details
Sean Gillia's US Trust Experience March 1993 - Present
Job Senior Financial Writer, U.S. Trust
Industry Financial Services
Experience
U.S. Trust   March 1993 - Present

Education
Middlebury College   1985 — 1987

Kay Aprea Kay Aprea Greater New York City Area Details
Kay Aprea's US Trust Experience June 2013 - Present
Job Senior Vice President and Regional Fiduciary Advisor
Industry Financial Services
Experience
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

Jonathan Karle Jonathan Karle New York, New York Details
Jonathan Karle's US Trust Experience April 2015 - Present
Job Portfolio Manager Assistant
Industry Investment Management
Experience
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

Christopher Mahony Christopher Mahony Dallas, Texas Details
Christopher Mahony's US Trust Experience March 2014 - Present
Job Fixed Income Portfolio Manager
Industry Investment Management
Experience
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

Ande Li Ande Li Greater New York City Area Details
Ande Li's US Trust Experience 1993 - July 2007
Job Learning Consultant at Bank of America
Industry Financial Services
Experience
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

Tristran Eddy Tristran Eddy Greater Boston Area Details
Tristran Eddy's US Trust Experience January 2000 - Present
Job Senior Vice President at U.S. Trust
Industry Investment Management
Experience
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

Olivea Wright Olivea Wright Greater New York City Area Details
Olivea Wright's US Trust Experience March 2005 - October 2006
Job Currently Unemployed
Industry Financial Services
Experience
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

Dawn Keeney Dawn Keeney Orange County, California Area Details
Dawn Keeney's US Trust Experience October 2011 - Present
Job Senior Trust Officer, Trusts and Estates Attorney
Industry Investment Management
Experience
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

Christopher Scheper Christopher Scheper Greater New York City Area Details
Christopher Scheper's US Trust Experience August 2000 - Present
Job Senior Portfolio Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  June 2013 - Present
U.S. Trust   August 2000 - Present

Education
Rutgers University-New Brunswick   1996 — 2000

Dan Pezzullo Dan Pezzullo Greater Boston Area Details
Dan Pezzullo's US Trust Experience January 2010 - Present
Job Director US Trust Private Wealth Management at Bank of America
Industry Financial Services
Experience
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

Bill Evans, CFA Bill Evans, CFA Hartford, Connecticut Area Details
Bill Evans, CFA's US Trust Experience April 2013 - Present
Job Portfolio Manager and Senior Vice President at U.S. Trust
Industry Investment Management
Experience
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

Kurt Koehler Kurt Koehler Greater New York City Area Details
Kurt Koehler's US Trust Experience AssociateIvey, Barnum & O'MaraMay 2000 - September 2003
Job Vice President at U.S. Trust
Industry Banking
Experience
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

Stewart Meijer, CTP Stewart Meijer, CTP Washington, District Of Columbia Details
Stewart Meijer, CTP's US Trust Experience June 2006 - June 2008
Job Senior Cross Border Coordination Specialist, FDIC
Industry Government Administration
Experience
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 Mary-Jo Saeli Greater New York City Area Details
Mary-Jo Saeli's US Trust Experience April 1996 - October 1997
Job Solo Practioner at MaryJo Saeli, AttorneyatLaw
Industry Law Practice
Experience
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

Timothy Bialobok, CFA Timothy Bialobok, CFA Greater New York City Area Details
Timothy Bialobok, CFA's US Trust Experience February 2010 - Present
Job VP, Portfolio Manager @ US Trust
Industry Investment Management
Experience
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

Yifan Zhang Yifan Zhang San Antonio, Texas Details
Yifan Zhang's US Trust Experience August 2013 - Present
Job Portfolio Manager Associate at U.S. Trust
Industry Investment Management
Experience
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.

Robin Petty Robin Petty Greater Philadelphia Area Details
Robin Petty's US Trust Experience August 1992 - August 2007
Job Director of Wealth Strategy, East
Industry Financial Services
Experience
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

Nathan Slaughter Nathan Slaughter Austin, Texas Area Details
Nathan Slaughter's US Trust Experience January 2008 - July 2013
Job Software Architect at Honest Dollar
Industry Financial Services
Experience
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

Robert Farling Robert Farling Greater New York City Area Details
Robert Farling's US Trust Experience December 2004 - August 2007
Job Director, Regulatory Risk Practice at Protiviti
Industry Financial Services
Experience
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

Derek R. Thomsen, CIMA® Derek R. Thomsen, CIMA® Portland, Oregon Details
Derek R. Thomsen, CIMA®'s US Trust Experience May 2010 - Present
Job Senior Vice President at U.S. Trust
Industry Investment Management
Experience
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

Kristina Ferrara Kristina Ferrara Providence, Rhode Island Area Details
Kristina Ferrara's US Trust Experience September 2014 - Present
Job Trust Administrative Officer II at U.S. Trust, Bank of America
Industry Financial Services
Experience
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

Rajnish Rao, CPA Rajnish Rao, CPA New York, New York Details
Rajnish Rao, CPA's US Trust Experience November 2010 - Present
Job Vice President at U.S. Trust
Industry Financial Services
Experience
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.

Maria Przyborowski Maria Przyborowski Greater New York City Area Details
Maria Przyborowski's US Trust Experience March 2012 - Present
Job Trust Administrative Officer at U.S. Trust
Industry Banking
Experience
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

Hector Jaquez Hector Jaquez Greater Chicago Area Details
Hector Jaquez's US Trust Experience October 2007 - Present
Job Assistant Vice President at US Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
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

Bjorn Stehr, MBA Bjorn Stehr, MBA Greater Seattle Area Details
Bjorn Stehr, MBA's US Trust Experience December 2013 - Present
Job Senior Vice President, Private Client Advisor at U.S. Trust
Industry Financial Services
Experience
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

Jeff Scribner Jeff Scribner West Palm Beach, Florida Area Details
Jeff Scribner's US Trust Experience December 2003 - Present
Job Senior Vice President & Market Trust Director U.S. Trust Company, a division of Bank of America, N.A.
Industry Financial Services
Experience
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

David Choy David Choy Greater New York City Area Details
David Choy's US Trust Experience 2000 - 2006
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
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

Ryan Halvorson, CRPC® Ryan Halvorson, CRPC® Greater Los Angeles Area Details
Ryan Halvorson, CRPC®'s US Trust Experience August 2013 - July 2015
Job Associate at Bernstein Private Wealth Management
Industry Financial Services
Experience
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

Edward Magda Edward Magda Greater New York City Area Details
Edward Magda's US Trust Experience 1997 - 2005
Job Vice President Capital Markets at Morgan Stanley
Industry Investment Management
Experience
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

Amanda Suzio Amanda Suzio Greater New York City Area Details
Amanda Suzio's US Trust Experience July 2015 - Present
Job Portfolio Manager Associate at U.S. Trust
Industry Financial Services
Experience
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

Chip Bankes Chip Bankes Greater Boston Area Details
Chip Bankes's US Trust Experience April 2010 - May 2012
Job Vice President: Head of Trading Loomis, Sayles & Company
Industry Financial Services
Experience
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

Rochelle Furman-Miller Rochelle Furman-Miller Greater New York City Area Details
Rochelle Furman-Miller's US Trust Experience September 2015 - Present
Job Philanthropic Solutions
Industry Financial Services
Experience
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

Paul Cantor Paul Cantor Greater Seattle Area Details
Paul Cantor's US Trust Experience June 2005 - March 2010
Job Regional Manager, Whittier Trust Company
Industry Financial Services
Experience
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

William Jennings William Jennings Greater Los Angeles Area Details
William Jennings's US Trust Experience January 1979 - January 1985
Job Managing Director at US Bank
Industry Banking
Experience
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

Michael Zingale Michael Zingale Providence, Rhode Island Area Details
Michael Zingale's US Trust Experience September 2014 - Present
Job AVP, Business Support Manager at U.S. Trust
Industry Financial Services
Experience
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

Christopher Lo, CFA Christopher Lo, CFA New York, New York Details
Christopher Lo, CFA's US Trust Experience 1998 - 2011
Job Senior Portfolio Manager at Columbia Management
Industry Financial Services
Experience
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

Jeanne Leyden Jeanne Leyden Chicago, Illinois Details
Jeanne Leyden's US Trust Experience March 2013 - Present
Job Trust Administrative Officer at U.S. Trust
Industry Financial Services
Experience
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.

Mark Stenseth Mark Stenseth New York, New York Details
Mark Stenseth's US Trust Experience August 2013 - Present
Job Vice President, Trust Settlement Officer at U.S. Trust
Industry Financial Services
Experience
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

Melanie Benjamin Melanie Benjamin St. Cloud, Minnesota Area Details
Melanie Benjamin's US Trust Experience June 2000 - March 2010
Job Mortgage Consultant at Wintrust Mortgage Corporation
Industry Banking
Experience
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

Cameron Dawson Cameron Dawson New York, New York Details
Cameron Dawson's US Trust Experience October 2014 - Present
Job Equity Research Analyst at U.S. Trust
Industry Financial Services
Experience
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

Adam J. Grossman Adam J. Grossman New York, New York Details
Adam J. Grossman's US Trust Experience August 2015 - Present
Job Private Banking | Wealth Management | Trust & Estate Planning | Credit & Banking | Financial Planning
Industry Financial Services
Experience
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

Louis F. DeMaine, JD Louis F. DeMaine, JD New York, New York Details
Louis F. DeMaine, JD's US Trust Experience 2006 - 2011
Job Manager of New York Fiduciary Administration/Trust and Estate Advisor/Vice President
Industry Financial Services
Experience
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.

Charles D. Shepherd, CFA Charles D. Shepherd, CFA Austin, Texas Details
Charles D. Shepherd, CFA's US Trust Experience 2009 - Present
Job Senior Vice President/Portfolio Manager at U.S. Trust
Industry Investment Management
Experience
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

Christopher Holton Christopher Holton Boston, Massachusetts Details
Christopher Holton's US Trust Experience January 2013 - August 2015
Job Financial Counselor at The Colony Group
Industry Financial Services
Experience
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

anu vohra anu vohra Greater New York City Area Details
anu vohra's US Trust Experience June 2015 - Present
Job Managing Director at US Trust/ Bank of America Wealth Management
Industry Financial Services
Experience
U.S. Trust   June 2015 - Present
Citi  1991 - Present

Education
New York University   1982 — 1984
Master of Business Administration (MBA), Finance, General

Joseph Mahoney Joseph Mahoney Fort Lauderdale, Florida Details
Joseph Mahoney's US Trust Experience March 2013 - Present
Job Senior Vice President, U.S.Trust
Industry Financial Services
Experience
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

Margaret Halligan Margaret Halligan Brooklyn, New York Details
Margaret Halligan's US Trust Experience December 2006 - July 2012
Job VP Trust Settlement Fiduciary at JPMorgan Chase
Industry Financial Services
Experience
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

Jaimie Lazorchak Jaimie Lazorchak New Brunswick, New Jersey Details
Jaimie Lazorchak's US Trust Experience April 2015 - Present
Job Portfolio Oversight Manager at U.S. Trust
Industry Financial Services
Experience
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.)

Barbara Holden Barbara Holden Mount Vernon, New York Details
Barbara Holden's US Trust Experience June 2000 - May 2001
Job Nonprofit Organization Management Professional
Industry Nonprofit Organization Management
Experience
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

David Strenz David Strenz Montclair, New Jersey Details
David Strenz's US Trust Experience May 1999 - December 2008
Job Vice President, Portfolio Manager at U.S. Trust
Industry Financial Services
Experience
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

Paul Tuppeny Paul Tuppeny Washington D.C. Metro Area Details
Paul Tuppeny's US Trust Experience September 2011 - Present
Job Client sales officer at U.S. Trust
Industry Financial Services
Experience
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

Scott Wagoner Scott Wagoner Dallas, Texas Details
Scott Wagoner's US Trust Experience February 1994 - Present
Job Private Banker / Wealth Advisor at U.S. Trust
Industry Financial Services
Experience
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

Jessica Tsoi Jessica Tsoi Greater Boston Area Details
Jessica Tsoi's US Trust Experience April 2013 - April 2015
Job Financial Services Professional
Industry Financial Services
Experience
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

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