US Trust
U.S. Trust, Bank of America Private Wealth Management was founded in 1853 as the United States Trust Company of New York. It operated independently until 2000, when it was acquired by Charles Schwab, and Co., and subsequently was sold to, and became a subsidiary of, Bank of America in 2007. Acquisition date: 20 November 2006 Parent organizations: Bank of America, Bank of America, National Association Subsidiaries: U.S. Trust Co. of New York,
US Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at US Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
US Trust Salaries. You can even request information on how much does US Trust pay if you want to. Learn about salaries, pros and cons of working for US Trust directly from the past employees.
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US Trust Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
U.S. Trust August 2003 - Present
Ferris & Associates October 1997 - August 2003
NationsBank January 1980 - September 1997
Education
Southern Illinois University, Carbondale
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
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
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
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
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
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
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