US Trust

Description

U.S. Trust, Bank of America Private Wealth Management was founded in 1853 as the United States Trust Company of New York. It operated independently until 2000, when it was acquired by Charles Schwab, and Co., and subsequently was sold to, and became a subsidiary of, Bank of America in 2007. Acquisition date: 20 November 2006 Parent organizations: Bank of America, Bank of America, National Association Subsidiaries: U.S. Trust Co. of New York,

US Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at US Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.

US Trust Salaries. You can even request information on how much does US Trust pay if you want to. Learn about salaries, pros and cons of working for US Trust directly from the past employees.

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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
Ina Mancheva Ina Mancheva Greater San Diego Area Details
Ina Mancheva's US Trust Experience October 2014 - Present
Job Vice President at US Trust, Bank of America Private Wealth Management
Industry Investment Management
Experience
U.S. Trust   October 2014 - Present
Merrill Lynch  August 2014 - October 2014
Merrill Lynch  November 2012 - 2014
EDWARD JONES INVESTMENTS  April 2010 - November 2012
Bank of America  October 2008 - April 2010
Citibank  2006 - 2008

Skills
Investments, Wealth Management, Mutual Funds, Retirement Planning, Series 7, Portfolio Management, Life Insurance, Retirement, Fixed Annuities, Insurance, Long-term Care, Financial Goals, 401k Rollovers, IRAs, College Savings Plans, Roth IRA, Wealth Accumulation, Tax Free Income, Strategic Financial..., Investment Strategies, Asset Allocation, Investment Advisory, Bonds, Financial Planners, 529 Plans, Securities, Equities, 401k, series 66, Yacht financing, Aviation financing, Commercial real estate..., 1031 Exchanges, Construction Loans, Trust Services

Education
University of San Diego
BA, Liberal Arts; English & Literature

San Diego State University-California State University
Executive Financial Planning Program

Jonathan Osborn Jonathan Osborn Greater Los Angeles Area Details
Jonathan Osborn's US Trust Experience March 2010 - March 2012
Job Vice President Entertainment Industries Group at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America  June 2014 - Present
Wells Fargo Capital Finance  March 2012 - June 2014
U.S. Trust   March 2010 - March 2012
Willis  May 2007 - January 2009

Education
Syracuse University   2005 — 2009
BA

Cara (Prell) Schaller Cara (Prell) Schaller Seattle, Washington Details
Cara (Prell) Schaller's US Trust Experience April 2011 - March 2013
Job Business Analysis Manager at Starbucks
Industry Retail
Experience
Starbucks  March 2015 - Present
Starbucks  January 2014 - March 2015
U.S. Trust   April 2011 - March 2013
U.S. Trust   November 2007 - April 2011
Bank of America  August 2006 - November 2007
Women's Wilderness Institute  May 2005 - August 2005

Skills
Asset Management, Banking, Fixed Income, Cross-functional Team..., Investments, Microsoft Excel, Equities, Competitive Analysis, Investment Management, Strategic Planning, Financial Modeling, Asset Allocation, Portfolio Management, Financial Analysis, Strategic Financial..., Wealth Management, Series 7, Alternative Investments, Management, Analysis, Finance, Corporate Finance, Due Diligence, Valuation

Education
The University of Chicago - Booth School of Business   2012 — 2013
Master of Business Administration (MBA)

University of Colorado at Boulder - Leeds School of Business   2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General

William Kern William Kern Dallas, Texas Details
William Kern's US Trust Experience January 2015 - April 2015
Job Finance Intern at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  May 2015 - Present
U.S. Trust   January 2015 - April 2015
PrimeLending  June 2014 - August 2014
Pixelgate Networks   May 2009 - August 2010

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, AMB, Facebook

Education
Southern Methodist University   2012 — 2016
Bachelor’s Degree, Finance, General

Westlake High

Westlake High

Westlake High SChool

Westlake High SChool

Westlake High School

Nicola Campbell Nicola Campbell Brooklyn, New York Details
Nicola Campbell's US Trust Experience September 2014 - Present
Job Administrative Assistant to the Client and Business Market Executive at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   September 2014 - Present
BNY Mellon  January 2014 - September 2014
Year Up  2013 - June 2014
Grandaisy Bakery   March 2011 - July 2012
Starbucks  August 2008 - July 2011

Skills
Financial Operations, Oral & Written..., Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Project Management, General Office Skills, Typing, Appointment Scheduling, Cash Handling Experience, Vlookup, Public Speaking, Public Relations, Event Planning

Education
St. Francis College
In Progress, Communication and Media Studies

Terry Kane Terry Kane San Francisco Bay Area Details
Terry Kane's US Trust Experience July 2009 - October 2010
Job Senior Trust Officer at Fremont Bank
Industry Banking
Experience
Fremont Bank  April 2014 - Present
Lincoln Law School   1993 - Present
San Jose Conservation Corps  1992 - Present
First Republic Bank  October 2010 - April 2014
U.S. Trust   July 2009 - October 2010
Wells Fargo Bank  December 2005 - December 2008
the Heritage Law Group  1995 - 2003
Ferrari, Alvarez, Olsen Ottoboni   1986 - 1995
Southern California Savings   1983 - 1986
Overton, Lyman Prince   1981 - 1983

Skills
Trust Services, Estate Planning, Corporate Law, Commercial Litigation, High Net Worth..., Wealth Management..., Tax Law, Tax, Wills, Litigation, Securities, Wealth, Estate Tax Planning, Trusts, Wealth Management, Estate Administration, Investment Management, Private Banking, Asset Allocation

Education
USC Gould School of Law   1977 — 1980
J.D., Law

University of Oxford   1975 — 1977
M. Phil, Economics

Santa Clara University   1972 — 1975
B. Sc., Economics

Anne Howard Dooley Anne Howard Dooley New York, New York Details
Anne Howard Dooley's US Trust Experience June 2011 - August 2011
Job Senior Campaign Manager at Ogilvy & Mather
Industry Marketing and Advertising
Experience
Social.Lab and Neo@Ogilvy   June 2015 - Present
Social@Ogilvy  October 2013 - June 2015
Engauge (US)   June 2013 - September 2013
Children First, Inc.   August 2012 - May 2013
U.S. Trust   June 2011 - August 2011

Skills
Social Media Marketing, Social Media, Facebook, Social Media Measurement, Google Analytics, Digital Strategy, Digital Marketing, Content Development, Brand Management, Community Management, Influencer Marketing, Omniture, Reporting & Analysis, Press Releases, Public Relations, Pinterest, Instagram, YouTube, Twitter, Crisis Communications, CRM, Client Services, Client Relations

Education
The University of Georgia   2008 — 2012
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication

Grady College, University of Georgia   2008 — 2012
Bachelor of Arts, Journalism; Public Relations

Charlotte Country Day School   1994 — 2008

Andrew Dimauro, JD, CFP ® Andrew Dimauro, JD, CFP ® Hartford, Connecticut Area Details
Andrew Dimauro, JD, CFP ®'s US Trust Experience September 2014 - Present
Job Vice President, Trust Officer at US Trust
Industry Financial Services
Experience
U.S. Trust   September 2014 - Present
US Trust, Bank of America Private Wealth Management  June 2006 - September 2014
Northwestern Mutual  2005 - 2006
Matroni, Dimauro, et al.   September 1997 - May 2005
Office of Secretary of the Commonwealth of Massachusetts   1998 - 2000

Skills
Estate Planning, Trusts, Wills, Probate, Estate Administration, Charitable Giving, Succession Planning, Asset Protection, Estate Tax Planning, High Net Worth..., Wealth Management, Investments, Securities, Asset Allocation, Financial Planning

Education
Seton Hall University School of Law   1994 — 1997
JD, Law: Estates & Trusts

Stonehill College   1990 — 1994
BS, Finance, Economics

Devon Jordan Devon Jordan Huntington, New York Details
Devon Jordan's US Trust Experience July 2013 - January 2014
Job Commercial Analyst at TNT
Industry Financial Services
Experience
TNT  November 2014 - Present
Blackman Plumbing Supply Co., Inc.   February 2014 - Present
U.S. Trust   July 2013 - January 2014
Blackman Plumbing Supply Co   May 2012 - August 2012
Blackman Plumbing Supply Co   May 2011 - August 2011
Blackman Plumbing Supply Co   May 2010 - August 2010

Skills
Microsoft Excel, Microsoft Office, Access, Peachtree, SAP, Accounts Payable, Accounting, Invoicing, Microsoft Word, Finance, Financial Analysis, Portfolio Management

Education
Salisbury University - Perdue School of Business   2008 — 2013
Bachelor of Science (BS), Investments and Securities & Corporate Finance, 3.2/4.0

Chris Mottershead Chris Mottershead Greater New York City Area Details
Chris Mottershead's US Trust Experience September 2015 - Present
Job Senior Vice President RFP Manager at U.S. Trust
Industry Investment Management
Experience
U.S. Trust   September 2015 - Present
J.P. Morgan   April 2013 - September 2015
ING Investment Management  June 2011 - April 2013
Mutual of America Capital Management Corporation   April 2008 - June 2011
Lincoln Financial Distributors  January 2007 - April 2008
Temple University Hospital  May 2006 - January 2007
AXA Advisors  December 2004 - May 2006

Skills
Investments, Finance, Marketing, Leadership, Series 63, Mutual Funds, Financial Markets, Defined Contribution, LDI, 529 Plans, Outsourced CIO, Technical Writing, Asset Allocation, Investment Policy..., FINRA, Alternative Investments, Series 7, Relationship Management, Investment Management

Education
Temple University - Fox School of Business and Management
Bachelor, Business Administration - Concentraion in Finance

Cheltenham High School

Ty Schlobohm Ty Schlobohm Greater Minneapolis-St. Paul Area Details
Ty Schlobohm's US Trust Experience March 2013 - Present
Job U.S. Trust
Industry Investment Management
Experience
U.S. Trust   March 2013 - Present
Highpoint Center for Printmaking  January 2014 - Present
G2 Trading  May 2009 - February 2013
Cherry Tree  April 2007 - April 2009
Langschiff Partners   2003 - 2006
ETG LLC   2001 - 2003
First New York Securities  1996 - 2001
RG Niederhoffer Capital Management   1996 - 1996

Skills
Hedge Funds, Investments, Equities, Alternative Investments, Asset Managment, Portfolio Management, Trading, Private Equity, Fixed Income, Investment Banking, Options, Bloomberg, Valuation, Capital Markets, Series 7, Due Diligence, Commodity, Derivatives, Global Macro, Venture Capital, Asset Management, Asset Allocation, Equity Trading

Education
Saint Lawrence University   1992 — 1996
Bachelor of Arts (B.A.), Economics

Blair Academy   1988 — 1992

Christina Hale Mohraz Christina Hale Mohraz Greater New York City Area Details
Christina Hale Mohraz's US Trust Experience 2013 - Present
Job Senior Vice President, U.S. Trust
Industry Banking
Experience
U.S. Trust   2013 - Present
JPMorgan Chase  2008 - 2013
Greenwich Associates  May 2003 - August 2006

Education
Dartmouth College - The Tuck School of Business at Dartmouth   2006 — 2008
MBA

Williams College   1997 — 2001
BA, Literary Studies

Diane Wakefield Diane Wakefield San Francisco Bay Area Details
Diane Wakefield's US Trust Experience August 2010 - April 2015
Job Senior Vice President and Private Client Advisor at City National Bank
Industry Financial Services
Experience
City National Bank  April 2015 - Present
U.S. Trust   August 2010 - April 2015
Deutsche Bank Private Wealth Management  October 2006 - July 2010
Premier Banking & Investment;Bank of America   March 2003 - November 2006
Charles Schwab & Co., Inc.   March 1999 - October 2002

Skills
Portfolio Management, Asset Allocation, Private Banking, Wealth Management..., Series 7, Alternative Investments, Fixed Income, Strategic Financial..., Uniform Combined State..., Trust Services, Private Equity, Relationship Management, Loans, Mortgage Lending, Real Estate, Investments, Investment Management, Asset Management, Banking, Financial Services, Risk Management

Education
Wharton School, University of Pennsylvania

Haas School of Business, UC Berkeley

Stephen F. Austin State University   1994 — 1997

L Gabi Reyes L Gabi Reyes San Jose, California Details
L Gabi Reyes's US Trust Experience June 2011 - August 2013
Job Facilitator II/MFTi at Rebekah Children's Services
Industry Mental Health Care
Experience
Rebekah Children's Services  July 2014 - Present
County of Santa Clara  August 2013 - June 2014
U.S. Trust   June 2011 - August 2013
Bank of America  June 2005 - June 2011

Education
Santa Clara University
Master of Arts (M.A.), Counseling Psychology

Santa Clara University   2003 — 2007
Bachelor of Science (B.S.), Psychology

Santa Clara University   2003 — 2007
Bachelor of Arts (B.A.), Communication and Media Studies

Elizabeth Leicht Elizabeth Leicht Houston, Texas Details
Elizabeth Leicht's US Trust Experience November 2014 - Present
Job Vice President, Trust Advisor
Industry Financial Services
Experience
Regions Bank  September 2015 - Present
U.S. Trust   November 2014 - Present
Woodway Financial Advisors, A Trust Company   November 2012 - Present
Dinkins Kelly Lenox Lamb & Walker   September 2007 - November 2012

Skills
Trust and Probate Law, Estate Planning, Civil Litigation, Legal Research, Legal Writing, Mediation, Wills, Litigation, Courts, Commercial Litigation

Education
Suffolk University Law School   1998 — 2001
Doctor of Law (J.D.), Law

The University of Texas at Austin   1994 — 1998
Bachelor of Journalism, Journalism

Josh Levine Josh Levine Greater Chicago Area Details
Josh Levine's US Trust Experience August 2015 - Present
Job Associate Director, Regional Major Gifts at the University of Chicago
Industry Fund-Raising
Experience
U.S. Trust   August 2015 - Present
University of Chicago  June 2011 - Present
University of Chicago  January 2010 - June 2011
University of Chicago  January 2008 - September 2009
University of Chicago  July 2006 - December 2007

Skills
Alumni Relations, Volunteer Management, Annual Giving, Fundraising, Higher Education, Stewardship, Philanthropy, Community Outreach, Nonprofits, Grant Writing, Grants, Prospect Research, Planned Giving, Board Development, Program Development

Education
The University of Chicago - Booth School of Business   2011 — 2014

University of Michigan   2002 — 2006
Bachelors, Psychology

Christopher Bailey Meninno Christopher Bailey Meninno Boca Raton, Florida Details
Christopher Bailey Meninno's US Trust Experience Officer, Estate Settlement ServicesU.S. TrustOctober 2006 - Present
Job CTFA for U.S. Trust
Industry Banking
Experience
U.S. Trust   Officer, Estate Settlement ServicesU.S. TrustOctober 2006 - Present

Skills
Estate Planning, Wealth Management, Asset Allocation, Asset Management, Financial Services, Investment Management, Trusts, Wealth Management..., Securities, Real Estate, Investments, Mutual Funds, Financial Planning, Portfolio Management, High Net Worth..., Banking, Series 7, Retirement Planning

Education
Suffolk University   1996 — 1998
BS, Government

American Bankers Association   2008 — 2009
National Graduate Trust School

Florida Bankers Association   2007 — 2009
Florida Graduate Trust School

Wharton School, University of Pennsylvania   2010 — 2010
Investment Management & Trust

Conlon Cash Conlon Cash Houston, Texas Details
Conlon Cash'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
Cravens & Company   February 2014 - Present
Cravens & Company   May 2013 - February 2014
Let's Start Talking   June 2011 - August 2011

Skills
Microsoft Word, English, PowerPoint, Spanish, Microsoft Excel, Microsoft Office, Teamwork, Budgets, Financial Analysis, Outlook, Analysis, Data Analysis, Time Management, Payroll, Public Speaking

Education
Tennessee Technological University   2009 — 2013
Bachelor's, Finance, General

Tennessee Technological University   2009 — 2013
Bachelor's degree, Economics

Austin Jarvis Austin Jarvis Dallas, Texas Details
Austin Jarvis's US Trust Experience August 2011 - May 2014
Job Director of Estate, Gift and Trust Tax at Lane Gorman Trubitt PLLC
Industry Accounting
Experience
Lane Gorman Trubitt PLLC  May 2014 - July 2015
U.S. Trust   August 2011 - May 2014
Internal Revenue Service  August 2009 - May 2010

Skills
Trusts, Tax Returns, Estate Planning, Legal Research, Tax Law, Legal Writing, High Net Worth..., Financial Planning, Wealth Management, Gift Tax, Tax Preparation, Asset Allocation, Charitable Trusts, Charitable Gift Planning, Portfolio Management, Retirement Planning, Investments, Investment Management, Wealth Management..., Asset Management, Microsoft Office, Financial Analysis, Wealth, Tax

Education
The University of Texas at Arlington   2015 — 2017
Master's Degree, Taxation

The University of Texas at Arlington   2012 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance, 3.67

Texas Wesleyan University School of Law   2008 — 2010
Doctor of Law (JD), Tax Law/Taxation, Estate Planning

The University of Texas at Arlington   2002 — 2007
Bachelor of Arts (B.A.), Music Business

Anna Diaz-Schultz, CFP Anna Diaz-Schultz, CFP Greater San Diego Area Details
Anna Diaz-Schultz, CFP's US Trust Experience 2009 - Present
Job Senior Vice President, Private Client Advisor at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   2009 - Present
US Trust   2002 - 2012
U.S. Trust   2005 - 2009
Private Bank of Bank of America   2002 - 2005
Bank of America  1997 - 2001

Education
University of Pennsylvania - The Wharton School   2011 — 2011
Executive program in Investment Management and Finance

San Diego State University-California State University
B.S., Financial Services

Byron Sanders Byron Sanders Dallas/Fort Worth Area Details
Byron Sanders's US Trust Experience October 2014 - Present
Job Vice President, Private Client Associate
Industry Financial Services
Experience
U.S. Trust   October 2014 - Present
Dallas Education Foundation   August 2012 - October 2014
Dallas Social Venture Partners  2011 - July 2013
Group Excellence  2009 - August 2012
Group Excellence  May 2009 - November 2010
Pfizer Pharmaceuticals  June 2006 - May 2009

Skills
New Business Development, Marketing Strategy, Sales Management, Fundraising, Non-profit..., Team Building, Strategic Planning, Event Planning, Public Speaking, Sales, Marketing, Public Relations, Business Development, Staff Development, Mentoring, Leadership Development, Non-profits, Training, Social Media, Recruiting, Nonprofits, Healthcare, Microsoft Office, Marketing Communications, Management, Research, Budgets, Leadership, Event Management, Entrepreneurship, Program Management, Social Networking, Start-ups, Customer Service, Social Media Marketing, Grants, Coaching, Organizational..., Program Development, PowerPoint, Teaching, Community Outreach, Editing, Tutoring, Higher Education, Volunteer Management, Business Strategy, Team Leadership, Grant Writing

Education
University of Tulsa   2004 — 2006
BSBA, Marketing

Southern Methodist University   2001 — 2003

Greenhill School   1997 — 2001
High School Diploma

Michael Valentini Michael Valentini Greater San Diego Area Details
Michael Valentini's US Trust Experience April 2015 - Present
Job Portfolio Management Assistant at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   April 2015 - Present
Bradley Wealth   October 2013 - April 2015
HomeServices Lending (An Affiliate of Wells Fargo Home Mortgage)   July 2011 - August 2013

Skills
Finance, Financial Accounting, Financial Statement..., Portfolio Management, Mutual Funds, Value Investing, Bloomberg Terminal, Teamwork, Personal Income Tax..., AOW (Application on the..., Microsoft Office, Analysis, Leadership, Valuation, Credit, Microsoft Excel, Mortgage Lending, Sales, Loans, Strategic Planning, Investments, Management, Financial Modeling, Customer Service, PowerPoint, Corporate Finance, Microsoft Word, Asset Management, Real Estate

Education
San Diego State University-California State University   2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General

James R. Brooks James R. Brooks Washington D.C. Metro Area Details
James R. Brooks's US Trust Experience August 2009 - August 2013
Job Assistant Vice President, Trust Officer
Industry Banking
Experience
Capital One Wealth and Asset Management   August 2013 - Present
U.S. Trust   August 2009 - August 2013
Steve Madden  June 2003 - June 2009

Skills
Strategic Financial..., Asset Allocation, Wealth Management, Credit, Financial Analysis, Loans, Sales, Banking, Investments, Portfolio Management, Estate Planning, Private Banking

Education
Southern New Hampshire University
Master's degree, Finance

University of the District of Columbia
BBA, Business Management

Cannon Financial Institute
Trust School

Greg Montgomery, CFA Greg Montgomery, CFA Dallas/Fort Worth Area Details
Greg Montgomery, CFA's US Trust Experience January 2006 - June 2013
Job Vice President, Portfolio Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust  July 2013 - Present
U.S. Trust   January 2006 - June 2013
Fidelity Investments  May 2002 - May 2005

Skills
Portfolio Management, Equities, Investments, Asset Management, Fixed Income, Hedge Funds, Financial Analysis, Bloomberg, Wealth Management, Alternative Investments, Mutual Funds, Investment Strategies, Asset Allocation, Investment Management, Wealth Management...

Education
Texas Christian University   2003 — 2005
Master of Business Administration (M.B.A.), Finance, General

Texas Christian University   1998 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Zachary Pedigo, CFA Zachary Pedigo, CFA Atlanta, Georgia Details
Zachary Pedigo, CFA's US Trust Experience April 2008 - August 2014
Job Vice President, Investment Portfolio Manager at SunTrust Bank
Industry Investment Management
Experience
SunTrust Bank  August 2014 - Present
U.S. Trust   April 2008 - August 2014
A.G. Edwards   2004 - 2007
YieldQuest Investment Group   2003 - 2004
Robert W. Baird & Co.   2001 - 2003

Skills
Investments, Portfolio Management, Asset Allocation, Finance, Asset Management

Education
The University of Georgia   1995 — 2000
Bachelor of Science (BS), Psychology

CFA Institute
CFA Charterholder

College for Financial Planning   2004 — 2005
Accredited Asset Management Specialist (AAMS)

Lawrence Treglia Lawrence Treglia Greater New York City Area Details
Lawrence Treglia's US Trust Experience 1998 - 2000
Job Senior Vice President at CORE
Industry Real Estate
Experience
CORE  February 2009 - Present
Prudential Douglas Elliman  2002 - 2009
Skidmore Owings & Merrill LLP (SOM)   2000 - 2001
U.S. Trust   1998 - 2000
kinderhook systems   1998 - 1998
Plaza Real Estate   1992 - 1994

Skills
Real Estate, Condos, Real Estate Transactions, Rentals, Brokerage, Investment Properties, Real Estate Development, Townhomes, Luxury, Sellers, Apartments, Relocation, Selling, Residential Homes, New Home Sales, Negotiation, Listings, First Time Home Buyers, Investments, Single Family Homes, Leases, Sales, Real Estate Economics, Social Media Marketing, Management

Education
Salve Regina University   1988 — 1992
BS, Human Resources & Marketing

Wethersfield High School   1984 — 1988

Daniela Quast Daniela Quast Houston, Texas Area Details
Daniela Quast's US Trust Experience July 2000 - July 2001
Job Assistant Treasurer at Newpark Resources, Inc
Industry Oil & Energy
Experience
Newpark Resources, Inc  September 2013 - Present
Newpark Resources, Inc  July 2008 - September 2013
Lone Star College  January 2007 - December 2008
Florida Choice Bank  August 2005 - August 2006
Florida Bank  August 2001 - July 2005
Central Florida Community College  January 2002 - June 2004
U.S. Trust   July 2000 - July 2001
PricewaterhouseCoopers  March 1998 - June 2000

Skills
Finance, Credit, Cash Flow, Accounts Receivable, Accounting, Software Implementation, Analysis, Banking, Invoicing, Auditing, Management, Bankruptcy Committees, Advanced Excel Skills, ERP Systems: Oracle,..., GETPAID, Cash Management, Collections, Financial Reporting, Leadership, Customer Service, Customer Oriented, Dedicated Professional, Treasury, Investments, International, Letters of Credit, Lines Of Credit, Due Diligence, Internal Audit, Financial Modeling, General Ledger

Education
Texas A&M University-Commerce   1996 — 1997
MBA, Business

University of Florida - Warrington College of Business Administration   1994 — 1996
BSBA, Management

Jordan Bencomo Jordan Bencomo San Francisco Bay Area Details
Jordan Bencomo's US Trust Experience October 2013 - January 2015
Job Executive Lead
Industry Consumer Goods
Experience
U.S. Trust   October 2013 - January 2015
Bank of America  October 2011 - September 2013

Skills
Banking, Retail Banking, Credit, Loans, Cross Selling, Relationship Management, Mortgage Lending, Consumer Lending, Credit Cards, Risk Management, Loan Origination, Cash Management, Finance, Financial Services, Branch Management, Customer Service, Lines Of Credit, Sales, Branch Banking

Education
Seton Hall University   2003 — 2007
Bachelor's degree, Finance and marketing

Amanda Follett Amanda Follett Dallas/Fort Worth Area Details
Amanda Follett's US Trust Experience July 2013 - October 2014
Job Consultant at Southcrest Consulting LLC
Industry Financial Services
Experience
Southcrest Consulting LLC   October 2014 - Present
U.S. Trust   July 2013 - October 2014
U.S. Small Business Administration   January 2013 - July 2013
Johnson O'Connor Research Foundation  October 2011 - January 2013
Volunteer Income Tax Asssistance Site (VITA)   January 2010 - April 2011

Skills
Document Drafting, Legal Research, Title Opinions, Federal Grants..., Mediation, SBA, Endorsements, Document Review, Federal Law, Disbursement, Government Loans, Legal Writing, Alternative Dispute..., Legal Compliance, Litigation, Commercial Litigation, Civil Litigation, Courts, Legal Issues, Administrative Law

Education
Texas Tech University School of Law   2008 — 2011
Doctor of Law (J.D.)

The University of Texas at Austin   2005 — 2008
Bachelor of Arts (B.A.), Plan II Honors

Joshua Heapes Joshua Heapes Greater Boston Area Details
Joshua Heapes's US Trust Experience June 2014 - Present
Job SVP, Private Client Manager at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   June 2014 - Present
Citi Commercial Bank  May 2011 - February 2014
Citibank  March 2010 - May 2011
Santander Bank, N.A.   January 2003 - December 2009
Robert Half International  November 2001 - January 2003
Robert Half International  October 2000 - October 2001

Skills
Business Development, Banking, Financial Analysis, Loans, Commercial Banking, Commercial Lending, Management, Small Business Lending, Financial Advisory, Small Business, Cash Management, Credit, Middle Market, Risk Management, Portfolio Management, Strategic Financial..., Investments, Treasury Management, Credit Analysis, Financial Services, Mortgage Lending, Wealth Management, Deposits, Relationship Management, Finance, Underwriting, Asset Management, Consumer Lending, Credit Risk, Retail Banking, Due Diligence, Securities, Valuation, Financial Planning

Education
Syracuse University

Jim Tally Jim Tally Atlanta, Georgia Details
Jim Tally's US Trust Experience 2005 - 2012
Job Partner at SignatureFD
Industry Investment Management
Experience
SignatureFD  July 2012 - Present
U.S. Trust   2005 - 2012
Merrill Lynch  2003 - 2005
SunTrust Bank  1993 - 2003

Skills
Wealth Management, Strategic Financial..., Investments, Wealth Preservation..., Multi-generational..., Wealth Accumulation..., Estate Planning, Medical Professional &..., Investment Management, Alternative Investments, Financial Services, Finance, Wealth, Equities, Management, Risk Management, Portfolio Management, High Net Worth..., Retirement

Education
The University of Georgia   1988 — 1992
Bachelor of Arts (BA), English

Cannon Financial Institute
Trust and Estate Planning

Southern Trust School
Trust and Estate Planning

Ronald B. Ciesla, CFA Ronald B. Ciesla, CFA Naples, Florida Details
Ronald B. Ciesla, CFA's US Trust Experience May 2005 - December 2010
Job Senior Wealth Strategist at Northern Trust
Industry Financial Services
Experience
Northern Trust  January 2011 - Present
U.S. Trust   May 2005 - December 2010
Merrill Lynch  1996 - 2001

Skills
Investment Advisory, Wealth Management, Investments, Investment Management, Wealth, Mutual Funds, Marketing Strategy, Series 7, Asset Allocation, Asset Management, Alternative Investments, Wealth Management..., Trusts, New Business Development, Private Banking, Strategic Planning, High Net Worth..., Portfolio Management, Equities, Family Office, Strategic Financial..., Financial Services, Finance, Financial Planning, Hedge Funds, Investment Strategies

Education
Seton Hall University   1972 — 1976
B.S. in Business Administration, Accounting

Aman Kohli Aman Kohli Greater New York City Area Details
Aman Kohli's US Trust Experience March 2014 - Present
Job Investment Strategist at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   March 2014 - Present
US Trust   2011 - March 2014
Merrill Lynch  February 2006 - January 2011
Merrill Lynch  February 2005 - February 2006
Arrow Employment Agency   February 2004 - August 2004
Fabrics 4 Home   June 2002 - December 2002

Skills
Microsoft Office, Bloomberg Terminal, Photoshop, Adobe Acrobat, Mutual Funds, Bonds, Equities, Investments, Trading, Research, Series 7, Morningstar, Asset Allocation, Excel, PowerPoint, Fixed Income, Word, Equity Research, Series 63, Bloomberg

Education
State University of New York College at Old Westbury   2006 — 2008
BS, Business Management

Matthew Lettinga, CFA Matthew Lettinga, CFA Washington D.C. Metro Area Details
Matthew Lettinga, CFA's US Trust Experience August 2013 - Present
Job Investment Management
Industry Investment Management
Experience
U.S. Trust   August 2013 - Present
First Trust Capital Partners   November 2012 - September 2013
Convergent Wealth Advisors  July 2008 - November 2012
Ernst & Young  October 2005 - July 2008

Skills
Portfolio Management, Alternative Investments, Asset Allocation, Hedge Funds, Investment Management, Investment Advisory, Wealth Management, Asset Management, Investment Strategies, Wealth Management..., High Net Worth..., Institutional..., Investments

Education
The University of Chicago - Booth School of Business   2011 — 2014
MBA, Finance

Taylor University   2000 — 2004
BS, Finance

Michael Foos, Esq. Michael Foos, Esq. Greater Boston Area Details
Michael Foos, Esq.'s US Trust Experience August 2015 - Present
Job Trust Administrative Officer II at US Trust
Industry Law Practice
Experience
U.S. Trust   August 2015 - Present
U.S. Trust   February 2015 - July 2015
U.S. Trust   August 2014 - February 2015
U.S. Trust   December 2013 - July 2014
Volunteer Lawyers Project of the Boston Bar Association  September 2013 - December 2013
New Hampshire Department of Revenue Administration   February 2013 - May 2013
Suffolk University Law School  January 2013 - May 2013
City of Boston Law Department  September 2012 - November 2012
City of Newton  May 2012 - August 2012
New Bedford Juvenile Court   May 2011 - August 2011

Skills
Legal Research, Research, Microsoft Office, Writing, Legal Writing, Westlaw, Lexis, Editing, Microsoft Excel, Microsoft Word, Motions, LexisNexis, Trusts

Education
Suffolk University Law School   2010 — 2013
Juris Doctor (J.D.), Business Concentration with Distinction

University of Massachusetts, Amherst   2006 — 2010
Bachelor of Arts (B.A.), History and Political Science

Caryn Rahill, Certified Financial Planner Caryn Rahill, Certified Financial Planner Manasquan, New Jersey Details
Caryn Rahill, Certified Financial Planner's US Trust Experience May 2013 - Present
Job Private Client Advisor at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   May 2013 - Present
Wells Fargo Private Bank  September 2005 - May 2013
Sovereign Bank  January 2001 - October 2005
Nat West  1993 - 1995

Skills
Loans, Credit, Series 7, Banking, Investments, High Net Worth..., Financial Services, Small Business Lending, Commercial Lending, Consumer Lending, Commercial Banking, Private Banking, Financial Analysis, Leadership, Cash Management, Financial Advisory, Finance, Portfolio Management

Education
Fairleigh Dickinson   2003 — 2005
CFP, Certified Financial Planner

Salisbury State University   1992 — 1996
Bachelor of Science, Business Administration- Marketing

Reiner M. Triltsch, CFA Reiner M. Triltsch, CFA San Francisco, California Details
Reiner M. Triltsch, CFA's US Trust Experience October 2004 - June 2007
Job Portfolio Manager at Geneva Advisors
Industry Investment Management
Experience
Geneva Advisors  January 2014 - Present
WHV Investment Management, Inc.   February 2009 - December 2013
Federated Investors, Inc.   July 2007 - February 2009
U.S. Trust   October 2004 - June 2007
WESTAM (USA), LTD., Asset Management Unit of WestLB   2001 - 2004
Gulfstream Global Investors, Ltd.   1990 - 2001
LTV Corporation/ Western Reserve Capital Management, Inc.   1987 - 1990
Teacher Retirement System of Texas  1984 - 1987

Skills
Investments, Equities, Asset Allocation, Investment Strategies, Investment Management, Alternative Investments, Asset Management, Equity Research, Bloomberg, Mutual Funds, Wealth Management, Portfolio Management, Hedge Funds, Fixed Income, Emerging Markets, Capital Markets

Education
Texas Christian University   1981 — 1982
Master of Arts (M.A.), Economics

Texas Christian University - M.J. Neeley School of Business   1978 — 1980
Master of Business Administration (MBA), Finance, General

Texas Christian University   1977 — 1979
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies

Clay Sauncy Clay Sauncy Dallas/Fort Worth Area Details
Clay Sauncy's US Trust Experience January 2012 - May 2012
Job Commodity Contracting Specialist at Bell Helicopter
Industry Law Practice
Experience
Bell Helicopter  November 2012 - Present
U.S. Trust   January 2012 - May 2012
Bimbo Bakeries USA  August 2011 - December 2011

Skills
Contract Drafting, Contract Negotiating, Legal Research

Education
Texas Wesleyan University School of Law   2009 — 2012
Doctor of Law (J.D.), Law

Texas Christian University   2005 — 2009
B.S, Political Science

Benjamin M. Auslander Benjamin M. Auslander Greater Philadelphia Area Details
Benjamin M. Auslander's US Trust Experience September 2015 - Present
Job Private Client Advisor at U.S. Trust
Industry Investment Management
Experience
U.S. Trust   September 2015 - Present
Veritable, LP  May 2014 - August 2015
J.P. Morgan Private Bank   August 2010 - March 2014
Goldman Sachs  August 2004 - June 2010
Goldman Sachs  August 1994 - August 2004
Salomon Brothers  August 1990 - August 1992

Education
Dartmouth College - The Tuck School of Business at Dartmouth   1992 — 1994
MBA, General Management

Union College   1986 — 1990
B.A., Economics/Ancient History

University of Oxford   1988 — 1988
PPE

Horace Greeley High   1982 — 1986
High School Diploma

Nancy K. Champion, CFA Nancy K. Champion, CFA Dallas, Texas Details
Nancy K. Champion, CFA's US Trust Experience January 1996 - February 1998
Job Senior Portfolio Manager at Lee Financial Corporation
Industry Investment Management
Experience
Lee Financial Corporation  August 2014 - Present
Lee Financial Corporation  January 2014 - August 2014
Kopper Investment Management   1999 - 2010
U.S. Trust   January 1996 - February 1998
Bank of America  August 1988 - December 1995

Skills
Asset Allocation, Portfolio Management, Wealth Management, Equities, Equity Research, Asset Management, Investments, Fixed Income, Investment Strategies, Investment Management, Mutual Funds, Valuation

Education
Texas Christian University   1984 — 1988
Bachelor of Business Administration (B.B.A.), Marketing

James Bushey James Bushey Charlotte, North Carolina Area Details
James Bushey's US Trust Experience July 2014 - Present
Job Bank of America
Industry Financial Services
Experience
U.S. Trust   July 2014 - Present
AXA Equitable  July 2012 - July 2014
AXA Equitable  October 2011 - July 2012
AXA Equitable  August 2008 - October 2011
New York State Senate  March 2005 - March 2008

Skills
Insurance, Political Campaigns, Political Science, Public Policy, Government, Financial Services, Policy Analysis, Call Centers, Life Insurance, Legislation, Legislative Relations, Training, Management, Leadership, Analysis, Mutual Funds

Education
State University of New York College at Oswego
Bachelor of Arts (B.A.), Political Science and Government

Christopher Barrett, AIF, ARPC Christopher Barrett, AIF, ARPC Greater Boston Area Details
Christopher Barrett, AIF, ARPC's US Trust Experience April 2003 - May 2005
Job Divisional Vice President at Transamerica
Industry Insurance
Experience
Transamerica Retirement Services  May 2005 - November 2014
U.S. Trust   April 2003 - May 2005
UBS Financial Services  September 2001 - November 2002
Metropolitan Life Insurance Company  November 2000 - September 2001
UBS PaineWebber  July 1997 - November 2000
MFS Investment Management  March 1987 - July 1997

Skills
Investments, Retirement Planning, Mutual Funds, Retirement, Insurance, IRAs, Defined Benefit, Defined Contribution, Variable Annuities, 401k, Series 63, Series 6, CRM, Sales, Series 7, Fixed Annuities, Asset Allocation, Financial Services, Sales Management

Education
Suffolk University - Sawyer School of Management   1990 — 1993
MBA, Finance

University of Massachusetts Dartmouth   1982 — 1986
B A, History

Scott Farber Scott Farber Miami/Fort Lauderdale Area Details
Scott Farber's US Trust Experience November 2005 - Present
Job Wealth Strategist at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   November 2005 - Present

Skills
Estate Planning, Wealth Management, Strategic Financial..., Tax, Wealth, High Net Worth..., Wealth Management..., Trusts, Financial Planners, Finance, Retirement Planning, Investment Management, Investment Advisory, Succession Planning, Estate Tax Planning

Education
Suffolk University Law School   1992 — 1995
J.D.

University of Massachusetts, Amherst   1987 — 1991
BBA, Accounting

Jon (Ben) Martinez Jon (Ben) Martinez New York, New York Details
Jon (Ben) Martinez's US Trust Experience October 2014 - Present
Job Vice President, Private Client Associate at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   October 2014 - Present
J.P. Morgan   August 2011 - October 2014
US Army  November 2010 - October 2011
US Army  January 2010 - October 2010
US Army  July 2006 - April 2009
US Army  April 2002 - August 2004

Skills
Combat, Microsoft Excel, Financial Analysis, Business Strategy, Diplomacy, Security+, Strategy, Surveillance, Vulnerability Assessment, Requirements Analysis, Inventory Management, Strategic Communications, Business Development, Lean Manufacturing, CISSP, Army, Operational Planning, Management, Risk Management, Security Clearance, Leadership, Organizational..., Government, Intelligence Analysis, Military, Command, Military Operations, Analysis, Military Experience, Program Management, National Security, Defense, Operations Management, Intelligence, DoD, Strategic Leadership, Security, Leadership Development, Policy, Crisis Management, Top Secret, Government Contracting, Executive Management, Cross-functional Team..., Counterterrorism, Contingency Planning

Education
United States Military Academy at West Point   1993 — 1997
BS, Civil Engineering/ History

The University of New Mexico   2004 — 2006
MA, Philosophy

Sandia   1989 — 1993
High School

Chris Blackwell Chris Blackwell Dallas/Fort Worth Area Details
Chris Blackwell's US Trust Experience April 2015 - Present
Job AVP, Specialty Asset Manager at U.S. Trust; Bank of America Private Wealth Management
Industry Higher Education
Experience
U.S. Trust   April 2015 - Present
Collegewise  March 2015 - Present
CB College Consulting   January 2014 - January 2015
Christopher J. Everett, PC, a Closing Office for Providence Title   January 2014 - December 2014
The Hockaday School  August 2014 - November 2014
Jesuit College Prep  June 2008 - December 2013
Saint Louis University  June 2007 - June 2008
Saint Louis University  May 2005 - May 2007
Saint Louis University  August 2004 - May 2005

Skills
Teaching, Higher Education, CRM, Public Speaking, Admissions, Customer Service, Staff Development, Community Outreach, Event Planning, Management, Nonprofits, Fundraising, Coaching, Leadership, Marketing, Social Media, Research, Social Networking, PowerPoint

Education
Saint Louis University   2001 — 2005
Bachelor's Degree, Aeronautics/Aviation/Aerospace Science and Technology, General, 3.82/4.0; Summa Cum Laude

WKHS

Alexandra Yawn Alexandra Yawn Atlanta, Georgia Details
Alexandra Yawn's US Trust Experience September 2013 - Present
Job Officer, Portfolio Manager Associate at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   September 2013 - Present
The Commodity Merchant   June 2012 - August 2012
Merrill Lynch  June 2011 - August 2011

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Time Management, Finance, Portfolio Management, Financial Analysis, Asset Allocation, Bloomberg, Research, Trading, Valuation, Investments, Financial Modeling, Management

Education
The University of Georgia   2009 — 2013
BBA in Finance, Terry College of Business

Sam Bursten Sam Bursten Greater New York City Area Details
Sam Bursten's US Trust Experience June 2013 - July 2013
Job Analyst at CIT
Industry Banking
Experience
CIT  July 2014 - Present
Bass Connections in Energy: Energy Data Analytics   August 2013 - May 2014
University Shipping & Storage, LLC   April 2012 - May 2014
U.S. Trust   June 2013 - July 2013
DCI Group  May 2012 - July 2012
Austin Technology Incubator  July 2011 - August 2011

Skills
Microsoft Office, Entrepreneurship, Research, Public Relations, Public Policy, Event Planning, Leadership, Business Strategy, Marketing, CRM, Start-ups, Advertising, Policy

Education
Duke University   2010 — 2014
Bachelor of Arts (B.A.), Public Policy Studies

Universitat Pompeu Fabra

London School of Economics and Political Science

The Kinkaid School   2003 — 2010

Jeff Petter Jeff Petter Midland, Texas Details
Jeff Petter's US Trust Experience May 2010 - October 2012
Job Property Manager at Catoico Resource Management LP
Industry Oil & Energy
Experience
Catoico Resource Management LP   October 2012 - Present
U.S. Trust   May 2010 - October 2012
El Coyote Ranch   June 2008 - May 2010
San Jose Cattle Co.   2004 - 2008

Education
Texas A&M University   2000 — 2004

Ross Breslin Ross Breslin Washington, District Of Columbia Details
Ross Breslin's US Trust Experience April 2014 - Present
Job Officer, Portfolio Manager Associate at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   April 2014 - Present
US Trust   October 2012 - March 2014
Costar Group  March 2012 - October 2012
CoStar Group  July 2011 - October 2012
TD  March 2005 - January 2012

Skills
Commercial Real Estate, Sales, Portfolio Management, Salesforce.com, Customer Service, Financial Analysis, Financial Risk, Finance, Investment Portfolio, Equity Research, Fixed Income, Banking, Investments, Asset Management

Education
The Catholic University of America   2007 — 2011
BSBA, Finance

Southington High School   2003 — 2007

Michael Tancke Michael Tancke Greater New York City Area Details
Michael Tancke's US Trust Experience 2000 - 2007
Job Data Governance Manager
Industry Insurance
Experience
Marsh & McLennan Companies, Inc.   August 2012 - Present
American International Group  November 2007 - January 2012
U.S. Trust   2000 - 2007
Prudential Insurance  1996 - 2000

Skills
Banking, Wealth Management, Retirement Services, Financial Services, Insurance, Financial Reporting, Corporate Finance, Accounting, SEC reporting, Financial Analysis, Variance Analysis, Budgeting, Financial Planning, Process Improvement, Forecasting, General Ledger, GAAP, Account Reconciliation, Financial Accounting, Management, Project Management, Consolidation, Financial Systems..., Team Leadership, Analytics, Access, PowerPoint, Microsoft Excel, Microsoft Word, Visio, Problem Solving, Restructuring, Fair Value, Microsoft Office, Budgets, SEC filings, Strategic Financial..., Sarbanes-Oxley Act, Finance, Analysis, Auditing, Financial Statements, Internal Controls, Financial Modeling, Hyperion Enterprise, Risk Management, Essbase, US GAAP, Cash Flow, Sarbanes-Oxley

Education
Seton Hall University
BS, Accounting

Steve Ross Steve Ross Greater San Diego Area Details
Steve Ross's US Trust Experience September 2014 - Present
Job Market Investment Director at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   September 2014 - Present
UCLA  October 2009 - Present
BlackRock  September 2006 - August 2014
San Diego State University  June 2005 - May 2011
Nicholas Applegate  August 1994 - December 2004
Lincoln Financial Group  January 1993 - August 1994
Merrill Lynch  June 1991 - January 1993
T. Rowe Price  October 1989 - June 1991

Skills
Portfolio Management, Investments, Presentations, Mentoring, Leadership, Teaching, Equities, Analysis, Asset Managment, Financial Services, Mutual Funds, Management, Financial Analysis, Asset Management, Financial Advisory, Valuation, Financial Modeling, Bloomberg, Alternative Investments, Fixed Income, Retirement Planning, Investment Strategies, Asset Allocation, Investment Advisory, Hedge Funds, Investment Management, Derivatives, Securities, Wealth Management, Strategic Financial..., Due Diligence, Capital Markets, Series 7, Risk Management, Private Equity, Options, Trading, Corporate Finance, Lecturing

Education
San Diego State University-California State University   1984 — 1989
B.A., Business Administration, Marketing Major

Pali High School

Jonathan Dressler CAP® Jonathan Dressler CAP® Greater New York City Area Details
Jonathan Dressler CAP®'s US Trust Experience January 2015 - Present
Job Assistant Vice President at U.S. Trust
Industry Philanthropy
Experience
U.S. Trust   January 2015 - Present

Skills
Fundraising, Philanthropy, Stewardship, Annual Giving, Prospect Research, Marketing, Budgets, Alumni Relations, Planned Giving, Financial Advisory, Sales, Estate Planning, Donor Research, Investments, Volunteer Management, Donor Management, Major Donors, Gift Planning, Capital Campaign..., Campaigns, Event Planning, Cultivating..., Relationship Management, Philanthropic Advising, Quantitative Analytics, Strategic Planning for..., Marketing Analytics, Raiser's Edge, Public Speaking

Education
The American College   2014 — 2015
Chartered Advisor in Philanthropy, Philanthropy

Saint Joseph's University - Erivan K. Haub School of Business   2011 — 2013
Master of Business Administration (M.B.A.), Marketing and Finance, Magna Cum Laude

University of Richmond - Robins School of Business   1999 — 2003
Bachelor's Degree, Business Administration: Finance

The Hill School   1995 — 1999
High School, High School/Secondary Diplomas and Certificates

David Miracle, CFA David Miracle, CFA Houston, Texas Area Details
David Miracle, CFA's US Trust Experience July 2013 - Present
Job Portfolio Manager at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   July 2013 - Present
US Trust   October 2011 - July 2013
US Trust   August 2010 - October 2011
Ecclesia   February 2010 - June 2010
Chitty and Miracle LLC   June 2009 - September 2009
American Bank of Commerce  February 2008 - May 2008

Skills
Discounted Cash Flow..., Linear Regression, Trust Management, Investments, Credit Analysis, Economic Research, Portfolio Management, Asset Allocation, Financial Analysis, Factset, Asset Management, Wealth Management, Asset Managment, Equities, Finance, Due Diligence, Investment Management, Valuation, DCF, Securities, Financial Modeling

Education
University of Illinois at Urbana-Champaign   2008 — 2009
Masters, Finance

Texas Tech University - Rawls College of Business   2003 — 2007
B.B.S. Finance + B.B.S. Economics, Finance and Economics

Hermis, Kevin R Hermis, Kevin R Houston, Texas Details
Hermis, Kevin R's US Trust Experience May 2008 - Present
Job Private Client Manager at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   May 2008 - Present
Arvest Asset Management  2004 - 2008

Skills
Series 7, Wealth Management, Wealth Management..., Alternative Investments, Investment Strategies, Portfolio Management, Asset Allocation, Investment Advisory, High Net Worth..., Investment Management, Wealth, Private Banking, Retirement Planning

Education
Texas Tech University   2003 — 2004
Master of Business Administration (MBA), Finance

University of Houston   1999 — 2003
Bachelor of Business Administration (BBA), Finance and Marketing

Michelle Bar Michelle Bar Greater New York City Area Details
Michelle Bar's US Trust Experience August 2013 - March 2015
Job Founder/ Designer at Barbela Design
Industry Luxury Goods & Jewelry
Experience
Barbela Design   March 2015 - Present
U.S. Trust   August 2013 - March 2015
Search and Care  June 2012 - August 2013
Nuskool   February 2012 - August 2013
The United Nations  January 2013 - May 2013
Center for New York City Affairs  August 2011 - May 2013
21st Century School Fund   May 2010 - July 2011
Death Penalty Information Center  January 2010 - May 2010
21st Century School Fund   September 2009 - May 2010
OCA  September 2008 - December 2008

Education
The New School   2011 — 2013
MS, Urban Policy Analysis and Management

The George Washington University   2006 — 2010
B.A., Criminal Justice, Religion

IES-Barcelona   2009 — 2009

The Kew Forest School   2002 — 2006

Steve Stich Steve Stich Dallas/Fort Worth Area Details
Steve Stich's US Trust Experience October 2014 - Present
Job
Industry Financial Services
Experience
U.S. Trust   October 2014 - Present
Bank of America Merrill Lynch  September 2003 - October 2014
Tarpon Capital Management   May 1999 - September 2003

Skills
Equities, Options, Futures, FX, Trading, Electronic Trading, Hedge Funds, Series 7, Series 63, Series 3, Series 55, Equity Derivatives, Derivatives, FX Options, FINRA, Fixed Income, Prime Brokerage, Trading Systems, Capital Markets, Risk Management, Credit Derivatives, Equity Trading, Investment Banking, Financial Markets, Alternative Investments, Bloomberg, Securities, Swaps, Low Latency, Middle Office, Equity Research, Proprietary Trading, Securities Lending

Education
Southern Methodist University   1996 — 2000
BS, Computer Science

Armine Babayan Armine Babayan Santa Monica, California Details
Armine Babayan's US Trust Experience May 2015 - Present
Job Investment Associate at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   May 2015 - Present
Space Exploration Technologies  September 2014 - May 2015
U.S. Trust, Bank of America Private Wealth Management   June 2014 - August 2014
Merrill Lynch, Private Wealth Management  September 2011 - November 2012
Victoria's Secret, Limited Brands   August 2012 - August 2012
Deloitte  June 2012 - June 2012
Bank of America  July 2010 - April 2011

Skills
Investments, Mutual Funds, Financial Goals, Leadership, Public Speaking, Purchasing, SQL, Financial Accounting, Inventory Management, Aerospace Manufacturing, Theatre, Microsoft Office, Interpersonal..., Strategic Leadership, PowerPoint, Direct Sales, Microsoft Excel, Microsoft Word, Stock Research, Bond Research, Mutual Fund Research, Manage Client Database, Investment Portfolio..., Investment Proposals, Review Asset Allocation, Research Risk Return..., Review Price Earnings, Review Company’s..., Review Projected Cash..., Review Debt Coverage..., Rebranding, Marketing Communications, Dance, Singing, Acting, Improvisational Comedy, Couponing, Coupons, Interpersonal...

Education
University of Southern California   2012 — 2014
Bachelor's Degree, Economics, Finance, and Entrepreneurship

Santa Monica College   2010 — 2012
Economics

Los Angeles Baptist   2007 — 2010

Kathryn Wohlander, CAP Kathryn Wohlander, CAP Dallas/Fort Worth Area Details
Kathryn Wohlander, CAP's US Trust Experience 2001 - 2005
Job Consultant to Professional Advisors and Nonprofits
Industry Financial Services
Experience
Society of St. Vincent de Paul Diocesan Council of Dallas   February 2014 - February 2015
New York Life Insurance Company  2006 - 2013
The Dallas Foundation  2005 - 2006
U.S. Trust   2001 - 2005

Skills
Financial Services, Philanthropy, Estate Planning, Wealth Management, Business Planning, Strategy, Marketing, Life Insurance, Wealth, Insurance, Financial Planners, Advisor Practice..., Business Succession..., Fundraising, Multi-generational..., Term Life Insurance, Series 6, Succession Planning, Leadership, Financial Advisory, Nonprofits, Strategic Planning

Education
The American College
Chartered Advisor in Philanthropy

University of Colorado Boulder
BA

John Lighty John Lighty San Antonio, Texas Details
John Lighty's US Trust Experience June 2015 - Present
Job Portfolio Manager Associate at U.S. Trust
Industry Investment Management
Experience
U.S. Trust   June 2015 - Present
Jefferson Bank  March 2015 - May 2015
Jefferson Bank  February 2014 - March 2015
Morgan Stanley  March 2013 - December 2013

Skills
Analysis, Microsoft Office, Financial Analysis, Research, Data Analysis, Microsoft Excel, Bloomberg Terminal, Morningstar, Strategic Planning, Attribution Analysis, Manager Selection, Factor Regression..., Portfolio Management

Education
St. Mary's University   2012 — 2013
Master of Business Administration (MBA)

Southern Methodist University   2008 — 2012
Bachelor of Science (B.S.), Economics with Finance Applications

Angie Shehaj Angie Shehaj Greater New York City Area Details
Angie Shehaj's US Trust Experience June 2015 - Present
Job Portfolio Management Assistant at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   June 2015 - Present
Morgan Stanley  June 2013 - August 2013

Skills
Social Media, Microsoft Office, Public Relations, PowerPoint, Public Speaking, Microsoft Word, Facebook, Microsoft Excel, Photoshop, Research, Editing, Social Networking, Event Management, Teamwork, Time Management

Education
Seton Hall University   2011 — 2015
Bachelor of Arts (B.A.), Economics, Business Administration

Shelli Cummings Shelli Cummings Houston, Texas Area Details
Shelli Cummings's US Trust Experience September 2007 - Present
Job AVP/Financial Assistant at US Trust Bank of America
Industry Financial Services
Experience
U.S. Trust   September 2007 - Present
Bank of America  March 1987 - September 2007

Skills
Banking, Credit, Customer Service, Finance, Financial Analysis, Microsoft Office, Investments, Strategic Planning, Project Management, Team Building, Microsoft Excel, Financial Planning, Retail Banking

Education
San Jacinto College   1987 — 1989

Nicholas Vasquenza Nicholas Vasquenza Greater New York City Area Details
Nicholas Vasquenza's US Trust Experience September 2015 - Present
Job Portfolio Manager Associate at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   September 2015 - Present
Integrated Financial Partners, Inc./Lincoln Financial Advisors   May 2012 - September 2015
Integrated Financial Partners, Inc./Lincoln Financial Advisors   May 2012 - August 2012

Skills
Time Management, Marketing, Social Media, Public Relations, Social Networking, Teamwork, Leadership, Research, Finance, Retirement Planning, Wealth Management, Financial Advisory, Estate Planning, Series 7, Series 66, Life & Health Insurance..., Portfolio Management, Investments, Alternative Investments, Financial Analysis, Microsoft Excel

Education
The University of Connecticut School of Business   2009 — 2013
Bachelor of Science (B.S.), Marketing

The Institute for the International Education of Students   2011 — 2011

Reuben Wartens Reuben Wartens San Francisco, California Details
Reuben Wartens's US Trust Experience March 2013 - January 2014
Job General Manager
Industry Hospitality
Experience
Playland Bar   January 2014 - Present
U.S. Trust   March 2013 - January 2014

Skills
Wealth Management, Relationship Management, Credit, Portfolio Management, Banking, Private Banking, Retail Banking, Cash Management, Credit Risk, Cross Selling, Loans, Business Planning, Commercial Banking, Credit Analysis, Credit Cards

Education
San Jose State University   2005 — 2007
Bachelor of Science (BS), Finance, General

Skyline College   2002 — 2005
Associate's degree, Liberal Arts and Sciences/Liberal Studies

Kierra Freeman Kierra Freeman Dallas/Fort Worth Area Details
Kierra Freeman's US Trust Experience June 2012 - Present
Job Attorney
Industry Law Practice
Experience
U.S. Trust   June 2012 - Present

Skills
Legal Research, Civil Litigation, Commercial Litigation, Litigation, Legal Writing

Education
SMU Dedman School of Law   2008 — 2011

Texas A&M University   2004 — 2008
Political Science

Joshua L. Pederson Joshua L. Pederson Greater San Diego Area Details
Joshua L. Pederson's US Trust Experience July 2013 - October 2013
Job Financial Services Graduate Student | Troops to Engineers Program Coordinator (SDSU) | Helping Others Reach Their Goals
Industry Financial Services
Experience
San Diego State University  February 2015 - Present
Travis Manion Foundation  September 2014 - Present
The Mission Continues  February 2014 - August 2014
San Diego State University  June 2013 - January 2014
U.S. Trust   July 2013 - October 2013
Department of Veterans Affairs  May 2012 - June 2013
KMP Plumbing Co., Inc.   December 2006 - August 2011
KMP Plumbing Co., Inc.   October 2004 - June 2006
United States Marine Corps  July 2000 - October 2004

Education
San Diego State University-California State University   2014 — 2015
Master of Science (M.S.), Business Administration (Financial and Tax Planning)

San Diego State University-California State University   2011 — 2013
Bachelor's of Science (B.S.), Business Administration (Financial Services) and Economics

Carmen Yee Carmen Yee San Francisco Bay Area Details
Carmen Yee's US Trust Experience January 2014 - Present
Job Project Manager, First Protocol @ Bank of America Global Event Marketing
Industry Events Services
Experience
First Protocol  August 2014 - Present
U.S. Trust   January 2014 - Present
ON24  February 2012 - October 2013
Event Leadership Institute  April 2011 - November 2011
Holland-Parlette Associates, Inc.   February 2010 - June 2011
Delysium Event Marketing   April 2009 - January 2010
Holland-Parlette Associates, Inc.   November 2005 - June 2008
InQuira, Inc.   April 2004 - November 2004

Skills
Event Planning, Event Management, Social Media, Marketing Communications, Corporate Events, Social Media Marketing, Social Networking, Sponsorship, Marketing, Trade Shows, Project Management, Marketing Event Planning, Development of Sales..., Sales Enablement Tools, Marketing Strategy, Email Marketing, Vendor Management, Contract Negotiation, B2B, Sales, Leadership, Product Management, Demand Generation

Education
San Francisco State University
Bachelor of Science, Business Marketing

Justin Averett Justin Averett Greater Atlanta Area Details
Justin Averett's US Trust Experience February 2014 - Present
Job Specialized Fiduciary Officer I at Bank of America
Industry Law Practice
Experience
U.S. Trust   February 2014 - Present
Counsel On Call  December 2013 - January 2014
Kaplan Test Prep  August 2011 - May 2013
U.S. Equal Employment Opportunity Commission   May 2012 - August 2012
Fulton County Government  May 2011 - August 2011
Emory University  May 2011 - May 2011

Skills
Legal Research, Legal Writing, Westlaw, LexisNexis, Courts, Mediation, Lexis

Education
University of Alabama   2014 — 2015
Master of Laws (LLM), Taxation

University of Arkansas at Little Rock   2010 — 2013
Juris Doctor, Law

The University of Georgia   2006 — 2010
AB, Cognitive Science

Maureen Cote Maureen Cote Greater Boston Area Details
Maureen Cote's US Trust Experience January 2004 - December 2005
Job Sales Analyst
Industry Retail
Experience
Navico  December 2014 - Present
Brookstone  April 2010 - December 2014
Citizens Bank  July 2006 - January 2009
U.S. Trust   January 2004 - December 2005
BAE  1979 - 1999

Skills
Customer Service, Analysis, Outlook, Microsoft Excel, Customer Satisfaction, PowerPoint, Inventory Management, Microsoft Word, Inventory Control, Microsoft Office, Merchandising, Administration, Sequel, Lotus Notes, Retail, Administraion, MS Excel Pivot Tables, Data Analysis, Data Mining, Trend Analysis, Sequel Viewpoint, Microsoft Excel..., Loss Prevention, Sales, Visual Merchandising, Driving Results

Education
Southern New Hampshire University   1982 — 1986
Business Admin

New Horizons Computer Learning Center
Network+, A+ Certifications

Stephen Cisneros Stephen Cisneros San Antonio, Texas Area Details
Stephen Cisneros's US Trust Experience April 2013 - Present
Job Specialty Asset Manager Farm and Ranch at U.S. Trust
Industry Investment Management
Experience
U.S. Trust   April 2013 - Present
Reynolds Consumer Products/ Pactiv Corporation   February 2010 - April 2013
U.S. Army   December 2005 - January 2010

Skills
Operations Management, Leadership, Management, Negotiation, Continuous Improvement, Root Cause Analysis, Lean Manufacturing, Six Sigma, Process Improvement

Education
Texas A&M University   2001 — 2005
Bachelor of Science (B.S.), Animal Sciences

Amy Zinser Amy Zinser Greater New York City Area Details
Amy Zinser's US Trust Experience July 2013 - Present
Job Vice President, Senior Trust Officer at U.S. Trust
Industry Banking
Experience
U.S. Trust   July 2013 - Present
Day Pitney LLP  September 2008 - June 2013
Federal District Court of Connecticut   September 2007 - August 2008
Robinson & Cole LLP  May 2006 - August 2006
Tyler Cooper & Alcorn  June 2005 - August 2005
IBM  June 2003 - August 2003

Skills
Estate Planning, Trusts, Estate Law, Estate Administration, Private wealth..., Wealth Management..., Trust administration, Estate Tax Planning

Education
The University of Connecticut School of Law   2004 — 2007
J.D., Law, With Honors

Yale University   2000 — 2004
B.A., Music, Political Science

Sean Rourke Sean Rourke Greater Los Angeles Area Details
Sean Rourke's US Trust Experience 2002 - 2006
Job Senior Vice President at City National Bank
Industry Investment Management
Experience
City National Bank  September 2006 - Present
U.S. Trust   2002 - 2006
US Trust Company  2002 - 2005
Rockefeller Trust Compamy   1998 - 2000

Education
Siena College   1998 — 2002
B.A., English

Doug Holthaus Doug Holthaus Baltimore, Maryland Area Details
Doug Holthaus's US Trust Experience February 2014 - Present
Job Senior Vice President at U.S Trust
Industry Financial Services
Experience
U.S. Trust   February 2014 - Present
PNC Wealth Management  October 2007 - February 2014
Four Corners Capital Management, LLC   April 2007 - October 2007
Mercantile Capital Advisors   October 2002 - May 2007
Deutsche Asset Management  March 2000 - April 2002
FBR - Friedman Billings & Ramsey   July 1998 - March 2000
Legg Mason  September 1995 - July 1998

Skills
Investments, Strategic Planning, Wealth Management, Sales Management, Series 7, Series 65, Series 63, Equities, Fixed Income, Hedge Funds, Asset Allocation, Retirement Planning, Loans, Investment Management, Separately Managed..., High Net Worth..., Finance

Education
Salisbury University   1990 — 1994
Bachelor of Arts (BA), Political Science

Brian Guo Brian Guo Greater New York City Area Details
Brian Guo's US Trust Experience October 2013 - Present
Job Portfolio Managing Associate at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   October 2013 - Present
U.S. Trust   July 2012 - October 2013
Bank of America  June 2011 - August 2011
Target  June 2010 - August 2010
American Union Securities   August 2007 - August 2007
Hyundai Motor China   July 2006 - August 2006

Skills
Bloomberg Terminal, Access, Public Speaking, Investments, Finance, Portfolio Management, Leadership, Training, Analysis, Credit, Financial Analysis, Management, Banking, Financial Modeling, Sales, Microsoft Excel

Education
The College of New Jersey   2008 — 2012
Finance, Chinese

Whippany Park

Cissy Humphrey Cissy Humphrey Dallas/Fort Worth Area Details
Cissy Humphrey's US Trust Experience June 2015 - Present
Job Specialty Asset Manager, Division Orders at U.S. Trust
Industry Oil & Energy
Experience
U.S. Trust   June 2015 - Present

Skills
Microsoft Office, Outlook, Administration, Research, Customer Relations, Budgeting, Administrative Support, Contract Negotiation, Negotiation, Budgets, Administrative..., Customer Service, Document Management, Paralegals, Senior Services, Document Review, Legal Research, Legal Documents, Legal Contract Review, Real Estate, System Administration, Management, Recruiting, Human Resources, Intellectual Property, Microsoft Word, Software Documentation, Microsoft Excel, Analysis

Education
SMU   1999 — 2000
Cox School of Business

National Center for Paralegal Training   1979 — 1979
Certificate, Probate, Trust, Wills/ Real Estate

Sweet Briar College   1972 — 1976
BA, International Affairs/ Political Economy

Hillcrest High School, Dallas, TX   1969 — 1972
High School Diploma

Carolina Almonte Carolina Almonte Bronx, New York Details
Carolina Almonte's US Trust Experience September 2008 - June 2009
Job Administrative Assistant at the Altman Foundation
Industry Higher Education
Experience
The Altman Foundation   July 2015 - Present
Providence College  October 2013 - May 2015
National Hispanic Institute  July 2014 - July 2014
Public School 132 Day Camp   July 2012 - August 2012
Credit Suisse  September 2009 - August 2011
National Hispanic Institute  July 2009 - July 2010
U.S. Trust   September 2008 - June 2009

Skills
Data Analysis, Social Media, Research, SPSS, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Public Speaking, English, Fashion, Event Planning, Sustainability, Sustainable Fashion, Community Outreach, Team Leadership, Leadership

Education
Providence College   2011 — 2015
Bachelor of Arts (B.A.), Global Studies/ Sustainable Fashion

Cristo Rey New York High School   2008 — 2011
High School

School for International Training
Social Justice and Sustainable Development, 3.97

William Noonan William Noonan Greater New York City Area Details
William Noonan's US Trust Experience April 2007 - February 2013
Job UBS Private Wealth Management
Industry Financial Services
Experience
U.S. Trust   April 2007 - February 2013

Skills
Series 7, Equities, Alternative Investments, Hedge Funds, Capital Markets, Asset Allocation, Portfolio Management, Mutual Funds, Private Equity, Investment Management, Wealth Management, Trading, Investment Strategies, Investment Advisory, Fixed Income, Bloomberg, Equity Research

Education
St. Lawrence University   2001 — 2005

Matthew Warner Matthew Warner Greater New York City Area Details
Matthew Warner's US Trust Experience June 2003 - April 2008
Job Senior Consultant / Investment Management Professional
Industry Investment Management
Experience
BNY Mellon  October 2012 - Present
MacKay Shields  August 2012 - October 2012
Swapclear, LCH Clearnet   January 2012 - July 2012
Inverness Counsel LLC  March 2010 - December 2011
KBW  January 2009 - March 2010
Broadridge  November 2008 - December 2008
Macquarie Bank  April 2008 - October 2008
U.S. Trust   June 2003 - April 2008
U.S. Trust Co. NA   June 2001 - June 2003
U.S. Trust Co. NA   March 2000 - June 2001

Skills
Wealth Management, Process Improvement, Equities, Asset Management, Bloomberg, Trading Systems, Risk Management, Compliance, Capital Markets, Vendor Management, Banking, Business Analysis, Derivatives, Portfolio Management, Financial Analysis, Financial Markets, Due Diligence, Change Management, Management Consulting, Requirements Gathering, Fit/Gap Analysis, Factset, Project Planning, Project Reporting, UI testing, Business Requirements, Alternative Investments, Business Strategy, Mentoring, MS Project, Process Mapping, Workflow, Workflow Analysis, System Requirements, Test Planning, User Acceptance Testing, System Testing, Visio, Thomson One, MS Office Suite, Vendor Relations, Murex, Treasury Services, Asset Managment, Microsoft Office, Strategy, Mutual Funds, Project Management, Fixed Income, Investments

Education
Sacred Heart University   1991 — 1994
MBA, Finance

Sacred Heart University   1984 — 1987
BS, Finance and Business Administration

Mary Komorowski Mary Komorowski Greater New York City Area Details
Mary Komorowski's US Trust Experience 2005 - 2010
Job Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust  2010 - Present
U.S. Trust   2005 - 2010
Kemmerer Resources Corp.   2000 - 2004
Kohlberg Kravis Roberts & Co.   1993 - 2000
Deloitte & Touche  1985 - 1993

Skills
Wealth Management, Asset Managment, High Net Worth..., Asset Management

Education
Saint Peter's University   1984 — 1988

HFA

OLMC, HFA

OLMC, HFA

Monique Victor Monique Victor Greater New York City Area Details
Monique Victor's US Trust Experience 2005 - 2006
Job
Industry Banking
Experience
Deutsche Bank  June 2014 - Present
JPMorgan Chase  November 2011 - June 2014
Morgan Stanley  July 2010 - November 2011
Deutsche Bank  April 2007 - July 2010
U.S. Trust   2005 - 2006
Citigroup  2004 - 2005
Citigroup  2003 - 2004

Skills
Banking, Loans, Internal Audit, AML, Financial Services, Fair Lending, Banking Compliance

Education
Seton Hall University School of Law   1990 — 1993
Doctor of Law (JD)

Andrew Hibbert Andrew Hibbert Greater New York City Area Details
Andrew Hibbert's US Trust Experience January 2015 - Present
Job Senior Vice President, Portfolio Manager at U.S. Trust
Industry Investment Management
Experience
U.S. Trust   January 2015 - Present
U.S. Trust   August 2013 - January 2015
US Trust   August 2012 - July 2013
US Trust   May 2011 - July 2012
The Aldrich Group   August 2008 - May 2011
Reed Exhibitions  February 2007 - July 2008
Reed Exhibitions  November 2001 - January 2007
Reed Exhibitions  September 2000 - October 2001

Skills
Entrepreneurship, Strategy, CRM, Business Development, Management, Market Research, Mergers & Acquisitions, Portfolio Management, Marketing, Lead Generation, Business Planning

Education
The University of Connecticut School of Business   2005 — 2008
MBA, Finance

Western Connecticut State University   1996 — 2000
BBA, Marketing

Brien McMahon   1992 — 1996
High School

Paul Biscaia Paul Biscaia Greater Boston Area Details
Paul Biscaia's US Trust Experience March 1994 - January 1999
Job VP at JPMorgan
Industry Accounting
Experience
JPMorgan  May 2010 - Present
JPMorgan Chase  June 2008 - June 2010
Chase  January 1999 - June 2008
U.S. Trust   March 1994 - January 1999
Shawmut Bank  January 1991 - March 1994

Skills
Fund Accounting, Valuation, Corporate Actions, Mutual Funds, ETFs, Equities, Financial Services, Fixed Income, Securities, Hedge Funds, Risk Management, Investments, Bloomberg, Derivatives, Alternative Investments, Business Process..., Banking, Accounting, Quality Assurance, Risk Assessment, Client Services, Fund Administration, Transfer Agency, Financial Analysis, Asset Management

Education
Suffolk University - Sawyer School of Management   1994 — 1997
Master of Science in Finance, Finance, General

Salem State University   1986 — 1990
Bachelor of Business Administration (BBA), Business Administration and Management, General

Salem High   1982 — 1986

Mercedeh Shahbodaghi Mercedeh Shahbodaghi Greater Boston Area Details
Mercedeh Shahbodaghi's US Trust Experience June 2003 - Present
Job Vice President at U.S. Trust
Industry Investment Management
Experience
U.S. Trust   June 2003 - Present
United States Trust Co, N.A.   1999 - Present
State Street Global Advisors  October 1999 - June 2003
BankBoston  1982 - 1990

Education
Suffolk University - Sawyer Business School   1978 — 1981

Alex Marchuk Alex Marchuk Fort Lauderdale, Florida Details
Alex Marchuk's US Trust Experience January 2013 - May 2015
Job Senior Portfolio Manager at Fifth Third Private Bank
Industry Investment Management
Experience
Fifth Third Bank  June 2015 - Present
U.S. Trust   January 2013 - May 2015
Bank of America Merrill Lynch  September 2009 - January 2013
U.S. Trust, Bank of America Private Wealth Management   January 2001 - November 2009
Morgan Stanley  1999 - 2001

Skills
Portfolio Management, Finance, Asset Allocation, Alternative Investments, Wealth Management, Asset Management, Equities, Investments, Hedge Funds, Investment Strategies, Fixed Income, Mutual Funds, Strategic Financial..., Series 7, Leadership, Equity Research, Risk Management, Private Banking, Investment Management, Retirement Planning, Bloomberg, Asset Managment, Investment Advisory, Securities, Financial Modeling, Wealth Management..., Loans, High Net Worth..., Strategic Planning

Education
The University of Georgia   1993 — 1998
Bachelor of Science (BS), Economics

The Lovett School, Atlanta   1986 — 1993

Elizabeth Henderson Elizabeth Henderson Greater New York City Area Details
Elizabeth Henderson's US Trust Experience March 2015 - Present
Job Managing Director, Market Investment Executive Connecticut & Upstate New York at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   March 2015 - Present
U.S. Trust   August 2012 - February 2015
RogersCasey  July 2000 - July 2012
Rogerscasey  December 1998 - April 2000
RogersCasey  March 1997 - December 1998
Bear Stearns  July 1986 - March 1997

Skills
Investment consulting, Client Relationship...

Education
The Catholic University of America
JD

Trinity Episcopal High School
High School

University of Virginia
BA, History

David J. Sanchez David J. Sanchez Greater Boston Area Details
David J. Sanchez's US Trust Experience 1992 - 1999
Job Director, Technology Banking Group at Citizens Bank
Industry Banking
Experience
Citizens Financial Group, Inc.   2014 - Present
Wells Fargo Capital Finance  2007 - June 2014
Wells Fargo Foothill  2001 - 2007
RBS Citizens  1999 - 2001
U.S. Trust   1992 - 1999
Recoll Management Corporation  1991 - 1992
First City Texas N.A.   1989 - 1991
MCorp N.A.   1984 - 1989

Education
Texas Tech University   1976 — 1980
Bachelor's Degree, B.S. - Finance and Economics

Karen Bissell Karen Bissell Greater New York City Area Details
Karen Bissell's US Trust Experience December 2008 - June 2011
Job Marketing Manager, Center for Board Governance & Investor Resource Institute, PwC
Industry Marketing and Advertising
Experience
PwC  March 2013 - Present
The Cross Border Group  July 2011 - March 2013
U.S. Trust   December 2008 - June 2011
Argyle Executive Forum  2008 - 2008
SIAR Capital   February 2007 - December 2007
U.S. House of Representatives   May 2005 - January 2007
U.S. House of Representatives   August 2004 - May 2005
Congressman Peter King (NY), U.S. House of Representatives   July 2004 - August 2004

Skills
Strategic Communications, Newsletters, Speech Writing, Media Relations, Public Relations, Investor Relations, Corporate Governance, Event Marketing Strategy, Event Management, Event Planning, Corporate Communications, Marketing Communications, Marketing, Integrated Marketing, Corporate Social..., Crisis Communications, Internal Communications, Strategy, Sponsorship, Social Media Marketing, Digital Marketing

Education
Syracuse University - Maxwell School of Citizenship and Public Affairs   2000 — 2004
Bachelor of Arts (B.A.), Policy Studies, Political Science

David P Bovenzi David P Bovenzi Rochester, New York Area Details
David P Bovenzi's US Trust Experience November 2010 - Present
Job Market Investment Director at
Industry Investment Management
Experience
U.S. Trust   November 2010 - Present
US Trust, Bank of America Private Wealth Management  February 2009 - November 2010

Education
Saint John Fisher College   2005 — 2006
Master of Business Administration (M.B.A.)

Saint John Fisher College   1989 — 1993
Bachelor of Science (B.S.), Accounting

Katy Matvey Katy Matvey Charlotte, North Carolina Details
Katy Matvey's US Trust Experience May 2010 - December 2010
Job Operational Risk Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  November 2014 - Present
Bank of America  October 2012 - November 2014
Merrill Lynch  January 2011 - September 2012
U.S. Trust   May 2010 - December 2010
U.S. Trust   November 2009 - May 2010
Bank of America  March 2007 - October 2009
Bank of America  September 2005 - March 2007
Bank of America  July 2004 - September 2005
The World Bank  March 2004 - July 2004
The World Bank  July 2002 - February 2004

Skills
Banking, Financial Services, Securities, Mutual Funds, Asset Management, Operational Risk..., Wealth Management, Financial Analysis, Process Improvement, Due Diligence, Risk Management, Risk Assessment, Risk Analytics, Standards Compliance, Program Management, Project Management, International Project..., International Business, International Relations, International..., Asia Pacific, Asian Business, Russian, Spanish

Education
The George Washington University   1994 — 1996
Master of Arts (M.A.), International Relations and Affairs

The George Washington University - School of Business   1993 — 1996
Master of Business Administration (M.B.A.), Adminstration

The George Washington University   1989 — 1992
Bachelor of Arts (B.A.), International Relations and Affairs

Michael Carew Michael Carew Greater New York City Area Details
Michael Carew's US Trust Experience June 2015 - Present
Job VP Business Support Manager U. S. Trust Private Wealth Management
Industry Banking
Experience
U.S. Trust   June 2015 - Present
Bank of America Merrill Lynch  August 2006 - Present
General Electric Company  November 2004 - August 2006
JPMorgan Chase  August 2000 - November 2004

Skills
Project Management, Analytics, Building Business..., Manage Client..., Sales Presentations, Commercial Banking, Strategic Planning, Process Improvement, Performance Measurement, Executive Reporting, Banking, Treasury Management, Financial Services, Risk Management, Relationship Management, Cash Management, Liquidity Management, Payments, Finance, Credit Cards, Business Analysis, Treasury, Strategic Financial..., Business Development, Business Strategy, Capital Markets, Deal Sourcing, Entrepreneurship, Global Strategy, Strategic Partnerships, Strategic Consulting

Education
Siena College   1993 — 1997

Robert Aufenanger Robert Aufenanger Greater New York City Area Details
Robert Aufenanger's US Trust Experience 2003 - 2007
Job Founder & Managing Member
Industry Financial Services
Experience
Broadscope Fund Administrators  April 2012 - Present
UBS  2007 - April 2012
U.S. Trust   2003 - 2007
ICON InvestmentsCFO responsible for   1999 - 2002
Merrill Lynch  1986 - 1998
Merrill Lynch  1980 - 1985
EY  1975 - 1980

Skills
CPA, Income Tax, SEC compliance, Private Equity, Investor Relations, Alternative Investments, Hedge Funds, Asset Management, Asset Managment, Fund Administration, SEC, Financial Modeling, Financial Services, Start-ups, Asset Allocation, Goal-driven leader, FASB, Risk Management, Portfolio Management, Financial Reporting, Cash Management, Investments, Financial Analysis, Mutual Funds, Finance, Valuation, Capital Markets, Accounting, Strategic Financial..., Due Diligence, Funding, Corporate Finance, Investment Banking, Investment Management, Equities, Auditing, Fund Of Funds, Executive Management, Securities, Tax, Venture Capital, Wealth Management, SEC filings, Private Placements, SEC Filings, Financial Planning

Education
Saint John's University - Peter J. Tobin College of Business   1971 — 1975
BS in Accounting, Accounting

Christ the King HS   1967 — 1971

Amanda Wallis Amanda Wallis San Francisco Bay Area Details
Amanda Wallis's US Trust Experience June 2012 - Present
Job Senior Banker/Board Member
Industry Financial Services
Experience
U.S. Trust   June 2012 - Present
U.S. TRUST   January 2008 - June 2012
American Express  October 1999 - December 2007
Bank of America  August 1998 - October 1999

Skills
Financial Advisory, Corporate Finance, Regulatory Requirements, International Business, Mergers & Acquisitions, Human Resources, Banking, Wealth Management..., Investments, Wealth Management, High Net Worth..., Financial Services, Asset Management, Wealth, Leadership, Management, Private Banking, Strategic Planning, Strategy, Business Strategy

Education
Smith College   1970 — 1974
Bachelor of Arts (B.A.), Modern European History

Jacqueline M. Bales Jacqueline M. Bales Virginia Beach, Virginia Details
Jacqueline M. Bales's US Trust Experience December 2008 - January 2013
Job Business Manager at Max Media of Hampton Roads, LLC
Industry Broadcast Media
Experience
Max Media of Hampton Roads, LLC   January 2013 - Present
U.S. Trust   December 2008 - January 2013
AMSEC LLC  July 2006 - December 2008
Anteon Corporation  2005 - 2006

Education
Old Dominion University - College of Business and Public Administration   2009 — 2012
B.S. in Business Administration, Finance and Management

Kelly Donohue Kelly Donohue Dallas/Fort Worth Area Details
Kelly Donohue's US Trust Experience June 2013 - Present
Job Philanthropic Relationship Manager at U.S. Trust
Industry Banking
Experience
U.S. Trust   June 2013 - Present
Communities Foundation of Texas  June 2009 - June 2013
Communities Foundation of Texas  July 2006 - June 2009
Kay Bailey Hutchison for US Senate   2005 - 2006

Skills
Non-profits, Fundraising, Event Planning, Grants, Grant Writing, Research, Stewardship, Philanthropy, Nonprofits, Community Development, Volunteering, Board Development, Community Outreach, Program Development

Education
Southern Methodist University   2001 — 2005
BA, Finance, Economics

Royce W. Medlin, CFA, CAIA Royce W. Medlin, CFA, CAIA Dallas/Fort Worth Area Details
Royce W. Medlin, CFA, CAIA's US Trust Experience December 1992 - January 2002
Job Senior Vice President at Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management  January 2011 - Present
Smith Group Asset Management  January 2006 - December 2010
Belmont Wealth Management   January 2002 - January 2006
U.S. Trust   December 1992 - January 2002

Skills
Alternative Investments, Asset Allocation, Asset Management, Investment Management, Mutual Funds, Portfolio Management, Equities, Asset Managment, Hedge Funds, Investments, Financial Modeling, Investment Strategies, Fixed Income

Education
Texas Christian University - M.J. Neeley School of Business   1989 — 1991
MBA

Texas Tech University   1984 — 1988
BS, International Trade

David Renz David Renz Greater New York City Area Details
David Renz's US Trust Experience 2006 - 2007
Job Managing Director at Bank Of America
Industry Banking
Experience
US Trust Bank Of America Private Wealth Management  July 2007 - Present
U.S. Trust   2006 - 2007
Citi Group  1982 - 2006
Nynex Video Services   1995 - 1997

Education
St. John's University, The Peter J. Tobin College of Business   1986 — 1988
MBA, Finance

St. John's University, The Peter J. Tobin College of Business   1983 — 1986
BS, Business Management

Heather Fontaine Merton Heather Fontaine Merton Greater Boston Area Details
Heather Fontaine Merton's US Trust Experience June 2001 - June 2005
Job Communications Manager at Locke Lord LLP
Industry Public Relations and Communications
Experience
Locke Lord LLP  January 2015 - Present
Edwards Wildman Palmer LLP  May 2012 - January 2015
Goodwin Procter LLP  June 2007 - May 2012
U.S. Trust   June 2001 - June 2005
JP Morgan  May 2000 - January 2001

Skills
Editing, Public Relations, Strategic Communications, Media Relations, Corporate Communications, Leadership, Press Releases, Internal Communications, Marketing Communications, Newsletters, Crisis Communications, Social Media, Blogging, Web Content, Copy Editing

Education
Smith College   1994 — 1998
B.A., English Language and Literature

Nicholas Tracy Nicholas Tracy Washington, District Of Columbia Details
Nicholas Tracy's US Trust Experience November 2014 - Present
Job Client Sales & Service Officer II at U.S. Trust
Industry Banking
Experience
U.S. Trust   November 2014 - Present
Bank of America  June 2013 - November 2014
Citizens Bank, now part of FirstMerit Bank, N.A.   November 2009 - June 2013
TEAM Schostak Family Restaurants  May 2002 - August 2009

Skills
Wealth Management, Private Banking, High Net Worth..., Loans, Consumer Lending, Small Business Lending, Management, Deposits, Cross Selling, Notary Public, NMLS Licensed

Education
Saginaw Valley State University   2003 — 2008
Bachelor of Arts (B.A.), Political Science and Government

Edward French Edward French Greater New York City Area Details
Edward French's US Trust Experience June 1970 - July 1986
Job Owner, French Connection Accounting & Tax Services
Industry Accounting
Experience
French Connection Accounting & Tax Services   January 1989 - Present
U.S. Trust   June 1970 - July 1986

Skills
Small Business, Tax Preparation, Tax, Bookkeeping, Income Tax, Tax Returns, QuickBooks, Corporate Tax, Sales Tax, Accounting, Payroll Taxes, Accountants, IRS, Tax Accounting, Partnership Taxation, Microsoft Office, Budgets, Customer Service, Microsoft Excel

Education
Saint Peter's University   1981 — 1983

Robert Kalaman Robert Kalaman Greater Atlanta Area Details
Robert Kalaman's US Trust Experience Director of Investments - FloridaFleet Bank2003 - 2005
Job Senior Vice President at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   Director of Investments - FloridaFleet Bank2003 - 2005

Education
Stanford University Graduate School of Business

University of Cincinnati College of Business
Finance/Real Estate

Alicia O'Mary Alicia O'Mary Atlanta, Georgia Details
Alicia O'Mary's US Trust Experience July 2013 - Present
Job Market Trust Director
Industry Banking
Experience
U.S. Trust   July 2013 - Present

Skills
Loans, Asset Managment, Portfolio Management, Financial Analysis, Business Analysis, Credit, Risk Management, Investments, Banking, Financial Services, Asset Management, Trusts, Mutual Funds, Team Leadership, Strategic Financial..., People Development, Team Management, Fiduciary Management, Investment Advisory, Retirement Planning, Asset Allocation

Education
Texas A&M University School of Law   1999 — 2002
Doctor of Law (JD)

Southern Methodist University - Cox School of Business   1994 — 1999
Bachelor of Business Administration (B.B.A.), Management Information Systems, General

Donald MacIntyre Donald MacIntyre Landrum, South Carolina Details
Donald MacIntyre's US Trust Experience February 2008 - July 2008
Job Management / Financial Services Professional
Industry Financial Services
Experience
Wells Fargo  March 2010 - May 2014
Cycle4Life LLC   2008 - March 2010
U.S. Trust   February 2008 - July 2008
US Trust   August 1996 - February 2008
Putnam Trust Company   May 1985 - August 1996

Skills
Trust Operations, Relationship Management, Customer Service, Management, Project Management, Branch Management, Banking, Start-ups, Credit, Cash Management, Wealth Management, Loans, Financial Services, Retail Banking, Retirement, CRM, Leadership, Financial Risk, Business Development, Investments

Education
Sacred Heart University   1993 — 1996
Bachelor's, Business

Kevin Rankin Kevin Rankin Rochester, New York Details
Kevin Rankin's US Trust Experience June 2013 - Present
Job Portfolio Manager Associate at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   June 2013 - Present
LVW Advisors  October 2011 - May 2013
Convergent Wealth Advisors  September 2010 - October 2011
First American Equipment Finance  May 2009 - January 2010
Midwest, Inc.   October 2006 - April 2009
Northwestern Mutual Financial Network  January 2006 - July 2006

Skills
Investments, Financial Analysis, Portfolio Management, Finance, Strategic Financial..., Financial Modeling, Credit, Asset Managment, Loans, Valuation, Banking, Insurance, Corporate Finance, Credit Analysis, Accounting, Asset Allocation, Asset Management, Financial Planning

Education
St. John Fisher College   2004 — 2006
Management, Finance, Financial Planning

Alison (Bisno) Peck, CFA Alison (Bisno) Peck, CFA Greater New York City Area Details
Alison (Bisno) Peck, CFA's US Trust Experience 1998 - 2002
Job President at Peck Wealth Management
Industry Investment Management
Experience
Peck Wealth Management   May 2011 - Present
JPMorgan  2005 - 2008
HSBC  2002 - 2005
U.S. Trust   1998 - 2002
Lawrence O'donnell Marcus & Co.   1996 - 1998
Stephens Inc.  March 1982 - April 1996

Skills
Financial Services, Alternative Investments, Investment Advisory, Retirement Planning, Investments, Wealth Management, Retirement, Portfolio Management, Investment Management, Fixed Income, Equities, Series 7, Investment Banking, Asset Allocation, Asset Management, Finance

Education
The University of Texas at Austin   1979 — 1980
Economics

The University of Memphis   1973 — 1977
B.B.A., Finance, 3.97 summa cum laude

Michael Zenowitz Michael Zenowitz Greater Los Angeles Area Details
Michael Zenowitz's US Trust Experience March 2014 - Present
Job Vice President, Private Client Manager with U.S. Trust
Industry Financial Services
Experience
U.S. Trust   March 2014 - Present
Merrill Edge  March 2010 - March 2014
Banc of America Investments  April 2009 - March 2010
Bank of America  May 2008 - March 2009

Skills
Series 6, Series 7, Series 9, Series 10, Series 63, Series 66, Microsoft Word, Microsoft Excel, Microsoft Office

Education
The University of Connecticut School of Business   2004 — 2008
Finance

Mike Pavell Mike Pavell Dallas/Fort Worth Area Details
Mike Pavell's US Trust Experience June 2007 - Present
Job Market President, Bank of America Tarrant County; Sr. Vice President U.S. Trust Private Wealth Management
Industry Banking
Experience
U.S. Trust   June 2007 - Present
Bank of America  December 2004 - Present

Skills
Wealth Management, Banking, Portfolio Management, Financial Modeling, Commercial Banking, Loans, Credit, Credit Analysis, Real Estate, Finance, Small Business Lending, Mortgage Lending, Small Business, Strategic Planning, Sales Management

Education
Texas Christian University - M.J. Neeley School of Business   1996 — 1999
MBA

Texas Christian University   1989 — 1993
BBA, Finance, General

Jesus Javier 'JJ' Ponce, J.D. Jesus Javier 'JJ' Ponce, J.D. Dallas, Texas Details
Jesus Javier 'JJ' Ponce, J.D.'s US Trust Experience January 2013 - Present
Job Assistant Vice President at U.S. Trust
Industry Investment Banking
Experience
U.S. Trust   January 2013 - Present
American Insurance  February 2009 - October 2010
Dallas County District Attorney's Office  May 2010 - July 2010
Sewell Automotive Companies  January 2005 - February 2009

Skills
Legal Research, Litigation, Finance, Contract Negotiation, Mediation, Spanish-speaking, Client Presentation, Strategic Consulting, Legal Writing, Estate Planning, Business Formation, Small Business..., Non-profits..., Investment Management, Management Consulting, Wealth Management

Education
Texas Wesleyan University School of Law   2009 — 2012
Juris Doctorate

The University of Texas at Arlington - College of Business Administration   2006 — 2008
Bachelor of Business Administration (B.B.A.), Business/ Business Law

Gina Pugach Gina Pugach Greater Boston Area Details
Gina Pugach's US Trust Experience March 2014 - June 2015
Job Wealth Planning Analyst at UBS
Industry Banking
Experience
UBS  June 2015 - Present
U.S. Trust   March 2014 - June 2015
US Trust   September 2010 - March 2014
Bank of America  March 2008 - September 2010

Skills
Investments, Portfolio Management, Asset Management, Customer Service, Finance, Financial Planning, Relationship Management

Education
State University of New York College at Oswego   2002 — 2006
Bachelor's degree, Public Justice

Albany high school

Sandra Leahy Sandra Leahy Boston, Massachusetts Details
Sandra Leahy's US Trust Experience 2010 - 2013
Job Medical Advocacy Coordinator at Boston Area Rape Crisis Center
Industry Nonprofit Organization Management
Experience
Boston Area Rape Crisis Center  August 2014 - Present
Bank of America  July 2010 - 2013
U.S. Trust   2010 - 2013
Bank of America  January 2007 - March 2010
Bank of America  2006 - 2007
North Shore Rape Crisis Center  2005 - 2006
2006  2003 - 2006

Skills
CRM, Leadership, Time Management, Training, Fundraising, Budgets, Team Building, Customer Service, Sales, Press Releases, Advertising, Banking, Interviews, Coaching, Nonprofits, Teamwork

Education
Salem State College   2002 — 2006
Bachelor of Science, Communications; Journalism

Jenna Crouse Jenna Crouse Greater New York City Area Details
Jenna Crouse's US Trust Experience February 2014 - Present
Job Business Support Lead at U.S. Trust, Bank of America Private Wealth Management
Industry Banking
Experience
U.S. Trust   February 2014 - Present
Christmas Tree Shops  September 2012 - December 2013
Burlington Coat Factory  November 2011 - August 2012
Burlington Coat Factory  September 2008 - November 2011
Commerce Bank  June 2005 - June 2008

Skills
Merchandising, PowerPoint, Outlook, Inventory Management, Microsoft Office, Microsoft Word, Team Building, Fashion, Retail, Sourcing, Training, Sales, Customer Service, Microsoft Excel, Visual Merchandising, Purchasing, Inventory Control, Store Management, Forecasting

Education
Temple University   2005 — 2008
Bachelor of Liberal Arts in Psychology, Industrial/Organizational Psychology, Research Methods, Statistics, Social Cognition

David Kotler, CFA David Kotler, CFA Greater New York City Area Details
David Kotler, CFA's US Trust Experience January 2014 - Present
Job VP, Investment Strategist II at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   January 2014 - Present
Bank of America  June 2011 - December 2013
Bank of America  June 2009 - May 2011
Merrill Lynch  June 2008 - August 2008

Education
The College of New Jersey   2005 — 2009
Bachelor of Science, Finance

Dylan Meola Dylan Meola Greater New York City Area Details
Dylan Meola's US Trust Experience August 2014 - Present
Job Portfolio Management Analyst at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   August 2014 - Present
U.S. Trust   September 2012 - July 2014
Johns Hopkins University  September 2010 - January 2012
Signal Hill Capital  June 2011 - August 2011
Natixis North America  June 2010 - August 2010

Skills
DCF, Bloomberg, Financial Modeling, CEIC, Factset, Haver analytics, Derivatives, Investments, Trading, Equity Valuation, Financial Risk, Equity Research, Banking, Valuation, Credit, Equities, Economics, Monte Carlo Simulation, Bloomberg Terminal, Fixed Income, Data Analysis

Education
The Johns Hopkins University   2008 — 2012
BA, Economics, Entrepreneurship and Business, 3.5

James Haskins James Haskins Frisco, Texas Details
James Haskins's US Trust Experience April 2006 - May 2008
Job Compliance Product Support Manager at MoneyGram International
Industry Financial Services
Experience
MoneyGram International  October 2013 - Present
Wells Fargo  January 2012 - August 2013
Wells Fargo  June 2010 - January 2012
Bank of America  June 2008 - October 2009
U.S. Trust   April 2006 - May 2008
Grant Thornton, LLP  February 2005 - April 2006
Deloitte Tax, LLP  August 2003 - February 2005
PricewaterhouseCoopers  November 2002 - August 2003
Wachovia Bank  October 2001 - November 2002

Education
University of Miami School of Law   2000 — 2001
Master of Laws, Taxation

University of Florida - Fredric G. Levin College of Law   1998 — 2000
Juris Doctorate, Law

University of Florida   1996 — 1997
Master, Accounting

Stetson University   1995 — 1996
BBA, Accounting

Brandon Lively Brandon Lively Orange County, California Area Details
Brandon Lively's US Trust Experience December 2007 - Present
Job Portfolio Manager at US Trust
Industry Investment Management
Experience
U.S. Trust   December 2007 - Present
U.S. Bank   July 2005 - November 2007

Skills
Asset Allocation, Portfolio Management, Asset Management, Wealth Management, Investments, Mutual Funds, Alternative Investments, Investment Management, Wealth Management..., Investment Strategies, Investment Advisory, Fixed Income, Asset Managment, ETFs, Hedge Funds

Education
The Ohio State University Fisher College of Business   1995 — 2000
Bachelor School Business Administration, Finance

Laura DePersis Laura DePersis Greater New York City Area Details
Laura DePersis's US Trust Experience September 2013 - Present
Job Senior Structured Credit Executive at U.S. Trust
Industry Banking
Experience
U.S. Trust   September 2013 - Present
Fieldpoint Private Bank & Trust  July 2007 - September 2013
First Republic Bank  June 2003 - June 2007
Hypo Vereinsbank AG (HVB Group)   May 2000 - June 2003

Skills
Credit, Portfolio Management, Loans, Commercial Lending, Equities, Due Diligence, Credit Analysis, Commercial Banking, Banking, Investments, Mortgage Lending, Finance, Underwriting, Financial Analysis, Loan Origination, Risk Management, Financial Services, Credit Risk, Capital Markets, Strategic Planning, Hedge Funds, Small Business Lending, Consumer Lending, Commercial Mortgages

Education
Holy Cross   1986 — 1989
Bachelor of Arts (B.A.), Economics

Skidmore College   1985 — 1986

Kelli Whatley Kelli Whatley Greater Atlanta Area Details
Kelli Whatley's US Trust Experience February 2015 - Present
Job Client Management Executive at U.S. Trust
Industry Banking
Experience
U.S. Trust   February 2015 - Present
U.S. Trust   July 2014 - February 2015
U.S.Trust   October 2013 - July 2014
U.S. Trust   June 2011 - October 2013
Wachovia/Wells Fargo  April 2010 - June 2011
U.S. Trust   July 2009 - April 2010
Bank of America/Global Wealth & Investment Management   March 2007 - April 2009
Bank of America  October 2004 - March 2007
Bank of America  August 2004 - October 2004
Bank of America  January 2003 - August 2004

Education
The University of Georgia   1997 — 2001
Bachelor of Arts, journalism

Ashley Daley Ashley Daley Hartford, Connecticut Area Details
Ashley Daley's US Trust Experience June 2015 - Present
Job Trust Administrative Officer at U.S. Trust
Industry Legal Services
Experience
U.S. Trust   June 2015 - Present
Webster Bank  May 2014 - May 2015
Smith College Museum of Art  May 2011 - May 2012
CIGNA  June 2008 - August 2008
Connecticut Landmarks  June 2007 - June 2008

Skills
Research, Microsoft Office, PowerPoint, Word, Time Management, Organizational..., Organizational..., Leadership Development, Team Leadership, Marketing Communications, Microsoft Word, Nonprofits, Fundraising, Event Planning, Editing, Public Speaking, Event Management, Community Outreach, Microsoft Excel, Social Media

Education
The University of Connecticut School of Law   2014 — 2018
Doctor of Law (J.D.)

Smith College   2008 — 2012
Bachelor of Arts (B.A.), American Government and Politics (United States)

University of Cape Town   2010 — 2010

Valerie H. Connolly, CFA Valerie H. Connolly, CFA Greater New York City Area Details
Valerie H. Connolly, CFA's US Trust Experience January 2000 - December 2005
Job Senior Advisor at HTG Investment Advisors Inc.
Industry Investment Management
Experience
HTG Investment Advisors Inc.  May 2011 - Present
Krauss Whiting Capital Advisors LLC   July 2009 - May 2011
Merrill Lynch  June 2007 - February 2009
U.S. Trust   January 2000 - December 2005
Fleet Investment Advisors  March 1998 - January 2000

Education
The University of Chicago Booth School of Business   1976 — 1979
MBA

Wellesley College   1972 — 1976
AB, Economics and Psychology

Maria Weatherborne Maria Weatherborne San Francisco Bay Area Details
Maria Weatherborne's US Trust Experience August 1998 - Present
Job Portfolio Manager at U.S. Trust, Bank of America
Industry Investment Management
Experience
U.S. Trust   August 1998 - Present

Skills
Asset Allocation, Wealth Management, Wealth Management..., High Net Worth..., Asset Managment, Portfolio Management, Investment Management, Investments, Fixed Income, Equities, Investment Advisory, Trust Services, Tactical Asset..., Relationship Management, Sales, Alternative Investments

Education
University of Southern California
Bachelor's degree, Business Administration with a dual emphasis in Information Technology and Organizational Research

The University of Dallas   2004 — 2006
Financial Planning and Services

Bryce Hill Bryce Hill Houston, Texas Details
Bryce Hill's US Trust Experience October 2013 - April 2015
Job Portfolio Analyst at US Trust
Industry Financial Services
Experience
US Navy  April 2015 - Present
U.S. Trust   October 2013 - April 2015
J.P. Morgan   October 2011 - October 2013
UBS  September 2010 - March 2011
Honda of Spring   2007 - 2011
McCoy Student Managed Investment Fund  January 2010 - May 2010

Skills
Asset Allocation, Investments, Valuation, Portfolio Management, Bloomberg, Equities, Financial Analysis, Financial Modeling, Strategic Financial..., Series 7, Finance

Education
Texas State University-San Marcos   2007 — 2010
BBA, Finance

Yu Haojie Yu Haojie Greater New York City Area Details
Yu Haojie's US Trust Experience February 2014 - Present
Job IT Officer at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   February 2014 - Present
Jefferies  April 2013 - October 2013

Skills
Microsoft Office, Customer Service, Management, Leadership, Project Management, Strategic Planning, Sales, Quantitative Finance, Engineering Management, Web Design, Web Development, Web Applications, C#, Objective-C, Swift, JavaScript

Education
Stevens Institute of Technology   2008 — 2014
Master's degree, Financial Mathematics

Stevens Institute of Technology   2008 — 2012
Bachelor's degree, Engineering/Industrial Management

Stevens Institute of Technology   2008 — 2012
Bachelor's degree, Quantitative Finance

Virginia (Virginia Curran) Cabai Virginia (Virginia Curran) Cabai Naples, Florida Details
Virginia (Virginia Curran) Cabai's US Trust Experience October 2012 - Present
Job Trust Officer at Bank of America US Trust
Industry Financial Services
Experience
U.S. Trust   October 2012 - Present
Merrill Lynch Trust Company  May 2006 - September 2012
Donoff, P   November 2000 - April 2006
Fraser  June 1999 - December 1999
Ruden, McClosky, Smith   April 1998 - July 1998
Stetson University, College of Law  September 1997 - December 1997

Education
University of Miami
LL.M, Taxation

Stetson University College of Law   1995 — 1997
Doctor of Law (JD)

University of Florida   1990 — 1994
Bachelor of Arts (BA), Criminology

Garrett Cardwell Garrett Cardwell Greater New York City Area Details
Garrett Cardwell's US Trust Experience August 2015 - Present
Job Portfolio Management Assistant
Industry Financial Services
Experience
U.S. Trust   August 2015 - Present
BNP Paribas  August 2014 - August 2015
Gemini Fund Services  August 2013 - September 2014

Skills
Finance, Accounting, Analysis, Account Reconciliation, Forecasting, Mutual Funds, Microsoft Excel, PowerPoint, Management, Corporate Finance, General Ledger, Internal Controls, Customer Service, Sales, Inventory Management, Trading, Outlook, PAM for Securities

Education
State University of New York College at Old Westbury   2011 — 2013
Bachelor of Science Degree, Finance

Suffolk County Community College   2008 — 2010
Associate Degree, Business Administration

Crystal Amore-Quinonez Crystal Amore-Quinonez West Warwick, Rhode Island Details
Crystal Amore-Quinonez's US Trust Experience 2006 - 2011
Job Experienced Banking Professional
Industry Banking
Experience
Citizens Bank  2012 - 2013
U.S. Trust   2006 - 2011

Skills
Banking, Risk Management, Wealth Management, Financial Analysis, Finance, Financial Services, Investments

Education
New England Law Boston
Juris Doctor, Law

Salve Regina University   1999 — 2003
Bachelor of Science (BS), Business Administration and Management, General

Justin J. Nahoul Justin J. Nahoul Orange County, California Area Details
Justin J. Nahoul's US Trust Experience January 2015 - Present
Job Fixed Income Portfolio Manager at U.S. Trust
Industry Investment Management
Experience
U.S. Trust   January 2015 - Present
US Trust   July 2013 - December 2014
U.S. Trust   July 2012 - June 2013
U.S. Trust   June 2010 - June 2012

Skills
Fixed Income Portfolio..., Fixed Income Strategies, Fixed Income, Fixed Income Analysis, Investment Management, Asset Allocation

Education
San Diego State University-California State University
Bachelor of Arts (BA), Economics

Louise Hirsch Louise Hirsch Dacula, Georgia Details
Louise Hirsch's US Trust Experience August 2003 - Present
Job Vice President & Trust Officer at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   August 2003 - Present
Ferris & Associates   October 1997 - August 2003
NationsBank  January 1980 - September 1997

Education
Southern Illinois University, Carbondale

Frederick S. Frank Frederick S. Frank New York, New York Details
Frederick S. Frank's US Trust Experience May 2014 - July 2014
Job Student at Yale University
Industry
Experience
Yale All Access   September 2014 - Present
Yale Daily News  February 2013 - Present
Barclays Investment Bank  June 2015 - August 2015
U.S. Trust   May 2014 - July 2014
RSR Partners  June 2013 - July 2013
U.S. Trust   June 2012 - August 2012
U.S. Trust   June 2011 - June 2011
Barclays Wealth and Investment Management  June 2010 - July 2010

Skills
Journalism, Financial Analysis, Wealth Preservation..., Portfolio Management, Microsoft Excel, Executive Search, Piano, Fact-checking, Headline Writing, Research

Education
Yale University   2012 — 2016

The London School of Economics and Political Science (LSE)   2013 — 2013

The Hotchkiss School   2008 — 2012

Mannes School of Music   1998 — 2007
Graduate of Preparatory Division, Piano and Piano Theory

Jack Ginter Jack Ginter Greater Philadelphia Area Details
Jack Ginter's US Trust Experience 2006 - 2008
Job Senior Managing Director and Executive Vice President at Abbot Downing, A Wells Fargo Business
Industry Financial Services
Experience
Abbot Downing, A Wells Fargo Business  2011 - Present
Wells Fargo Family Wealth  2009 - 2011
Calibre  2008 - 2009
U.S. Trust   2006 - 2008

Skills
Management, Investments, Wealth Management, Credit, Portfolio Management, Mutual Funds

Education
Saint Joseph's University   1989 — 1993
Bachelor of Science (BS), Finance and Financial Management Services

Christine Trostle Christine Trostle Seattle, Washington Details
Christine Trostle's US Trust Experience June 2007 - Present
Job Vice President and Private Client Manager at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   June 2007 - Present

Skills
Portfolio Management, Series 7, Wealth Management..., Private Banking, Banking, Credit

Education
Seattle University
Master of Science (MS), Finance, General

University of California, Davis
Bachelor of Arts (BA), Sociology with a minor in Mathematics

Ellis Taylor Ellis Taylor Austin, Texas Area Details
Ellis Taylor's US Trust Experience July 2015 - Present
Job Vice President, Private Client Advisor At US Trust
Industry Banking
Experience
U.S. Trust   July 2015 - Present
Austin Army Aviation Support Facility   March 2012 - June 2015

Skills
Military Operations, DoD, Military, Military Experience, Security Clearance, Leadership, Command, Operational Planning, Army, Weapons, Flights, Helicopters, Ministry Of Defence, Defence, Defense, Operations Management, Management, Team Building, Strategic Planning, Contract Negotiation, Contract Management, Project Management, Program Management, Negotiation, Budgets, Intelligence Analysis, Sales, Project Planning, New Business Development, Marketing, Government, Public Speaking, Customer Service, Risk Management, Team Leadership, Financial Analysis, Account Management

Education
Texas A&M University   1995 — 1999

Eric Collazo Eric Collazo Greater New York City Area Details
Eric Collazo's US Trust Experience April 2014 - Present
Job Director/ GWIM Compliance Executive at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   April 2014 - Present
Arden Asset Management  March 2013 - April 2014
Lazard  March 2010 - March 2013
Citi  September 2006 - March 2010
Bear Stearns & Co  June 2005 - August 2006
TD Waterhouse Investor Services  February 2004 - June 2005
AIG Advisor Group  April 1999 - February 2004

Skills
Investment Advisers Act, Investments, Alternative Investments, Asset Management, Compliance, financial services, Investment Company Act, UCITS, Securities Regulation, Banking, Series 7, Series 24, Series 53, Series 4, Regulatory Requirements

Education
Stony Brook University   1990 — 1995
Bachelor's Degree, Multi-/Interdisciplinary Studies, concentrations in Business and History

Dwight Cole Dwight Cole Greater Los Angeles Area Details
Dwight Cole's US Trust Experience February 2014 - April 2014
Job SVP, Retired at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   February 2014 - April 2014
Santa Barbara Bank and Trust  March 2008 - August 2013
Stinson Leonard Street LLP  October 2006 - March 2008
Guilfoil Petzall & Shoemake, L.L.C.   April 1999 - September 2006

Skills
Credit, Risk Management, Portfolio Management, Management, Banking, Estate Planning, Finance, Commercial Banking, Credit Analysis, Financial Analysis, Loans

Education
Washington University in St. Louis School of Law   1988 — 1989
Taxation

Saint Louis University School of Law   1985 — 1987
Doctor of Law (J.D.), Law

Southeast Missouri State University   1973 — 1975
Bachelor of Science (BS), Psychology

Anne Marie Egan Anne Marie Egan United States Details
Anne Marie Egan's US Trust Experience June 1989 - September 1996
Job
Industry
Experience
Morgan Stanley  September 1996 - February 1998
U.S. Trust   June 1989 - September 1996
Unisys  September 1988 - February 1989
Wang Computers  September 1983 - September 1988

Skills
Microsoft Office, Management, Microsoft Excel, Sales, Leadership, PowerPoint, Research, Customer Service, Training

Education
St. John's University   1979 — 1983
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services, Minor Degree in Economics

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