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
Cameron Sellers Cameron Sellers Wichita, Kansas Details
Cameron Sellers's US Trust Experience June 2015 - Present
Job Trust Administrative Officer at US Trust
Industry Financial Services
Experience
U.S. Trust   June 2015 - Present
Buckingham Family of Financial Services  January 2015 - May 2015
Buckingham Asset Management  November 2011 - January 2015
The Starting Block   January 2011 - November 2011
Northwest YMCA Neptunes   April 2011 - October 2011
Munchy'z   June 2010 - October 2011
TimeLine Recruiting  March 2010 - October 2010

Skills
Organizational..., Microsoft Office, Public Speaking, Strategic Planning, Problem Solving, Inventory Management, Cost Analysis, Quickbooks, POS, Purchasing, Buying, Technical Writing, Attention To Detail, QuickBooks, Financial Advisory, Real Estate, Retirement Planning

Education
University of Missouri-Columbia   2006 — 2010
BS BA, Management

Roxanne Rick Roxanne Rick Greater Minneapolis-St. Paul Area Details
Roxanne Rick's US Trust Experience December 2007 - Present
Job Trust Administration at US Trust
Industry Banking
Experience
U.S. Trust   December 2007 - Present
Keller Williams Premier Realty  March 2003 - December 2007
T. J. Maxx & Home Goods   November 1990 - December 2007

Skills
Sales, Management, Data Analysis, Investment Properties, Sellers, Investments, Marketing, Training, Customer Service, Public Speaking, First Time Home Buyers, Microsoft Office, Foreclosures, Real Estate

Education
University of Minnesota-Twin Cities   1981 — 1983
BS, Retail Merchandising/Business

University of Wisconsin-Madison   1979 — 1981
Undergrad

Alfonso Rodriguez Arriaga Alfonso Rodriguez Arriaga Greater Los Angeles Area Details
Alfonso Rodriguez Arriaga's US Trust Experience August 2015 - Present
Job Portfolio Manager Assistant at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   August 2015 - Present
EP Wealth Advisors  November 2013 - August 2015
Tower Group Companies  June 2012 - August 2012
adidas  June 2009 - July 2010

Skills
Data Analysis, Statistics, Equity Trading, Microsoft Excel, Microsoft Word, Mathematical Analysis, Problem Solving, MS Excel Pivot Tables, Financial Modeling, Economic Modeling, Health Economics, Research, Stata, Financial Statement..., Econometric Modeling, PowerPoint, Prezi, Microsoft Office, Learning Quickly, Clerical Skills, Company Presentations, Public Speaking, Motivation, Organizational..., Efficiency, Spanish-speaking, Writing, Vlookup

Education
University of California, Santa Barbara   2009 — 2013
Bachelor of Arts (BA), Economics

Samir Akhter Samir Akhter Los Angeles, California Details
Samir Akhter's US Trust Experience October 2011 - October 2013
Job Portfolio Management Assistant at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   October 2011 - October 2013
UCLA School of Law  June 2009 - December 2010
U.S. Trust   June 2010 - August 2010
AXA Advisors  January 2010 - April 2010
RE/MAX – The Kanner Group   October 2009 - December 2009

Education
University of California, Los Angeles   2007 — 2011
Bachelor of Arts (BA), Economics

University of California, Los Angeles
Music Business Certificate

Sam Savage Sam Savage Chicago, Illinois Details
Sam Savage's US Trust Experience July 2014 - July 2015
Job Trust Officer
Industry Financial Services
Experience
Devon Bank  July 2015 - Present
U.S. Trust   July 2014 - July 2015
Honda Trading, America  March 2014 - June 2014
Capita Fiduciary Group, Jersey   July 2010 - March 2013
RBC  September 2006 - May 2010

Skills
Corporate Governance, AML, Trusts, KYC, Due Diligence, Company Secretarial Work, Diary Management, Office Administration, Office Management, Administrative..., Invoicing, Financial Services, Fund Administration, Wealth Management, High Net Worth..., UK Property Holding..., Personal Trust..., company liquidation, Asset Management, Banking, Mutual Funds, Risk Management

Education
The University of Sheffield   2000 — 2004
Bachelor of Science (BSc), Natural Environmental Sciences

Filton College, Bristol   1999 — 2000
A Levels, Biology and Chemistry, B and C

Kingswood School, Bath   1992 — 1998
GCSE's, 10 Passes A - C Grade

Michael Fink, CFA Michael Fink, CFA Greater Los Angeles Area Details
Michael Fink, CFA's US Trust Experience February 2014 - Present
Job VP Portfolio Manager at U.S. Trust
Industry Investment Management
Experience
U.S. Trust   February 2014 - Present
Wells Fargo  October 2009 - February 2014
Wells Fargo  January 2008 - October 2009
Wells Fargo  March 2006 - January 2008

Skills
Investments, Asset Allocation, Portfolio Management, Equities, Finance, Alternative Investments, Fixed Income, Investment Policy..., Behavioral Finance, Rebalancing, Derivatives, Risk Management, Performance Measurement, Economics, Bonds, Securities

Education
University of California, Irvine   2001 — 2005
Bachelor of Arts (B.A.), Economics

University of California, Irvine   2001 — 2005
Bachelor of Arts (B.A.), Political Science

Matthew Benson, CFP® Matthew Benson, CFP® Greater Los Angeles Area Details
Matthew Benson, CFP®'s US Trust Experience October 2014 - Present
Job Senior Vice President, Private Client Advisor at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   October 2014 - Present
Union Bank, The Private Bank   October 2010 - October 2014
US Trust   January 2006 - January 2010
Wells Fargo Private Bank  January 2000 - January 2006

Skills
Wealth Management, Private Banking, Series 7, Investments, Strategic Financial..., Portfolio Management, Asset Allocation, Trust Services, Asset Management, Series 24, Commercial Banking, Commercial Lending, Investment Management, Securities, Series 63

Education
University of California, Santa Barbara
Bachelor of Arts (B.A.)

University of Washington, Pacific Coast Graduate School of Banking   2012 — 2014
Graduate Studies in Banking

Justin Vaicek Justin Vaicek Orange County, California Area Details
Justin Vaicek's US Trust Experience October 2013 - Present
Job Senior Vice President, Senior Portfolio Manager at U.S. Trust
Industry Investment Management
Experience
U.S. Trust   October 2013 - Present
Liolios Group, Inc.   2011 - 2013
Mont Pelerin Capital, LLC   2005 - 2011
Kaenon Polarized, LLC   2002 - 2005
Educationtalk.com   2000 - 2002
Roth Capital Partners  1997 - 1999
CIBC World Markets  1996 - 1997
Wedbush Securities  1995 - 1996
Smith Barney  1993 - 1996

Skills
Private Equity, Financial Modeling, Investments, Finance, Hedge Funds, Financial Analysis, Valuation, Equities, Due Diligence, Mergers & Acquisitions, Equity Research, Portfolio Management, Finance Management, Business Development, Revenue Generation, Investment Analysis, Relationship Management, Strategic Planning, Business Management, Budgeting & Forecasting, Market Intelligence, Peer Analysis, Global Communications, Decision Intensive..., Process Development, Entrepreneurship, Entrepreneurial..., Negotiation, Corporate Expansion, Consulting, Capital Markets, Finance Investments, Asset Management, Alternative Investments, Trading, Corporate Development, Securities, Business Planning

Education
University of California, Irvine - The Paul Merage School of Business
Master of Business Administration (MBA), Finance

University of Southern California
Bachelor of Arts (BA), Communications

Daniel R. Flynn Daniel R. Flynn Cheshire, Connecticut Details
Daniel R. Flynn's US Trust Experience July 2014 - Present
Job Client Sales and Service Officer at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   July 2014 - Present
U.S. Trust   June 2013 - August 2013
Merrill Lynch  December 2012 - January 2013
Forestville Machine Co.   2008 - September 2012

Skills
Financial Analysis, Economics, Market Research, Microsoft Excel, Sales, Microsoft Office, PowerPoint, Wealth Management, High Net Worth..., Asset Management, Trust Services, Financial Services, Microsoft Word, Finance, Analysis, Bloomberg, Data Analysis, Teamwork, Mutual Funds, Financial Modeling, Investments

Education
University of Connecticut   2011 — 2014
Bachelor of Science, Economics

Cheshire High School   2007 — 2010

John Ripoll John Ripoll Atlanta, Georgia Details
John Ripoll's US Trust Experience December 2008 - Present
Job Senior Vice President at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   December 2008 - Present

Skills
Asset Management, Investments, Public Speaking, Strategic Planning, Business Development

Education
Tulane University   1985 — 1989
Bachelor's Degree, Finance and Economics

Phi Doan, MBA Phi Doan, MBA Dallas/Fort Worth Area Details
Phi Doan, MBA's US Trust Experience August 2010 - August 2012
Job Digital Marketing Strategy & Development Professional
Industry Marketing and Advertising
Experience
Ansira  April 2015 - Present
traveljunction.com   December 2013 - March 2015
Hotels.com  August 2012 - January 2014
U.S. Trust   August 2010 - August 2012
Alok Industries Ltd  September 2008 - December 2009
Ikonei   July 2006 - August 2008
Metroplix - Irvine, CA   June 2003 - July 2006

Skills
Product Marketing, Marketing Research, Corporate Finance, Analysis, Market Analysis, Financial Analysis, Business Analysis, Product Management, Entrepreneurship, Global Marketing, Global Strategy, SEM, PPC, PPC Bid Management, Google Analytics, Google Adwords, Marin Software, Bloomberg Software, Online Advertising, Online Travel, Marketing Strategy, Marketing, Marketing Management, Competitive Analysis, Leadership, Online Marketing, Management, Sales, Analytics, Strategy, SEO, E-commerce, Market Research, Investments, Strategic Partnerships, Portfolio Management, Team Building, CRM, Lead Generation, Salesforce.com, Business Development, Customer Acquisition, Brand Management, Segmentation, Integrated Marketing, Digital Marketing, Cross-functional Team..., Account Management, Marketing Communications, Web Analytics

Education
The University of Texas at Dallas - School of Management   2009 — 2010
MBA, Finance, Marketing & Management

The University of Texas at Austin - Red McCombs School of Business   1999 — 2003
Business Economics & Finance

The University of Texas at Austin

Bishop Lynch High School   1995 — 1999

Dallas

Harrison Geldermann Harrison Geldermann Greater New York City Area Details
Harrison Geldermann's US Trust Experience October 2013 - Present
Job Portfolio Management Assistant at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   October 2013 - Present
C.W. Henderson & Associates   July 2012 - August 2012
M&N Trading  January 2012 - January 2012
College Pier Painters   May 2011 - August 2011
Vector Marketing  May 2010 - August 2010

Education
Colby College   2009 — 2013
Bachelor's degree, Economics

University of Otago   2012 — 2012
Economics, Philosophy

Université de Bourgogne   2009 — 2009
French

Lake Forest High School   2005 — 2009

2016 Candidate in the Level II CFA Program

Greg Kasprowicz Greg Kasprowicz New York, New York Details
Greg Kasprowicz's US Trust Experience 2013 - Present
Job Officer, Client Sales and Service Officer II at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   2013 - Present
U.S. Trust   2009 - 2013
Saks Fifth Avenue  2008 - 2009

Skills
Private Banking, Wealth Management, Sales Management, Financial Reporting, Project Management, Sales, Financial Analysis, Investments, Banking, Credit, Credit Analysis, Wealth Management..., Research, Due Diligence, KYC, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Teaching

Education
University of Arkansas
Bachelor’s Degree, General Business, Finance, Biology

Kara Fox Kara Fox Baltimore, Maryland Area Details
Kara Fox's US Trust Experience June 2014 - Present
Job Business Control Manager
Industry Financial Services
Experience
U.S. Trust   June 2014 - Present
U S Trust  October 2005 - Present

Education
University of Rhode Island   2000 — 2004
Bachelor of Arts (B.A.), Communication, General

Sheryl Leyva Sheryl Leyva Greater New York City Area Details
Sheryl Leyva's US Trust Experience January 1998 - February 2002
Job Experienced Executive Assistant
Industry Financial Services
Experience
First Data Corporation  December 2014 - May 2015
Kamboh Financial Planning an office of MetLife   June 2014 - December 2014
Neuberger Berman  October 2011 - May 2014
PIMCO  February 2002 - June 2010
U.S. Trust   January 1998 - February 2002

Skills
Registred..., Mutual Funds, Bloomberg, Customer Service, Fixed Income, Microsoft Office, Asset Management, Finance, Financial Analysis, Financial Services, Management

Education
University of Phoenix
Bachelor of Administration

Tolu Akinrimisi Tolu Akinrimisi Providence, Rhode Island Area Details
Tolu Akinrimisi's US Trust Experience September 2014 - Present
Job Portfolio Oversight Associate at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   September 2014 - Present
CCO Investment Services Corp  April 2012 - September 2014
State Street  September 2011 - April 2012
Webster Bank  May 2011 - August 2011

Skills
Series 7, Portfolio Management, Series 63, Data Analysis, Bloomberg, Financial Analysis, Bloomberg Terminal, Microsoft Office, Salesforce.com, ThomsonOne, Streetscape, Morningstar

Education
University of Rhode Island   2006 — 2011
B.Sc. & B.A., Applied Economics, Communication Studies

Classical High   2002 — 2006
High School diploma, college prep

Carroll Baker Carroll Baker Naples, Florida Details
Carroll Baker's US Trust Experience September 2004 - December 2007
Job Registered Private Wealth Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  December 2012 - Present
UBS Wealth Management  September 2010 - January 2011
Bank of America  December 2007 - May 2009
U.S. Trust   September 2004 - December 2007

Skills
Series 7, Wealth Management, Series 63, Mortgage Lending, Loans, Investment Advisory, Financial Advisory, Alternative Investments, Retirement, Bloomberg, Private Banking, Relationship Management, Wealth Management..., Estate Planning, Series 65, Insurance, Life Insurance, High Net Worth...

Education
University of North Carolina at Chapel Hill   1996 — 2000
Bachelor's degree

David A. Prichard David A. Prichard Santa Barbara, California Details
David A. Prichard's US Trust Experience August 1997 - Present
Job Private Client Advisor at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   August 1997 - Present

Skills
U.S. Trust has been..., Wealth Management, Investments, Financial Services, Estate Planning, Wealth, Portfolio Management, Investment Management, Finance, Management, Banking, Credit, Trusts, Financial Planning, Asset Management, Risk Management

Education
University of California, Santa Barbara   1976 — 1981
Bachelor of Arts (B.A.), Business Economics and Cultural Anthropology

Felix Meneses Felix Meneses Frisco, Texas Details
Felix Meneses's US Trust Experience June 1992 - January 2014
Job Owner Velocity Sports Performance Frisco
Industry Sports
Experience
Velocity Sports Performance  February 2014 - Present
U.S. Trust   June 1992 - January 2014

Skills
Asset Allocation, Wealth Management, Wealth Management..., Asset Management, Alternative Investments, Investments, Investment Advisory, Investment Strategies, Mutual Funds, Investment Management, High Net Worth..., Fixed Income, Equities, Retirement Planning, Management, Portfolio Management, Series 7, Fiduciary Management, Securities, Sports Management, Athletic Performance, Athletic Administration, Performance Motivation, Motivational Speaking, Executive Coaching, Business Strategy, Business Process..., Small Business, Non-fiction Writer, Financial Planning, Strategic Planning, Risk Management, Banking, Financial Analysis, Leadership

Education
The University of Texas at Dallas   1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance, General

University of Pennsylvania - The Wharton School
Executive Leadership Program

Anita Saggurti Anita Saggurti Greater New York City Area Details
Anita Saggurti's US Trust Experience June 2015 - Present
Job J.D. Candidate
Industry Legal Services
Experience
U.S. Trust   June 2015 - Present
Shearman & Sterling LLP  January 2014 - June 2014
Macy's  October 2012 - January 2014
Macy's  June 2011 - August 2011
Urban Outfitters  January 2011 - May 2011
Merrill Lynch  July 2010 - August 2010

Education
The University of Texas at Austin   2014 — 2017
Doctor of Law (J.D.)

University of Pennsylvania   2008 — 2012
B.A., Ancient History, English

Jessica Boes Jessica Boes Dallas, Texas Details
Jessica Boes's US Trust Experience December 2014 - Present
Job Specialty Asset Associate for US Trust
Industry Commercial Real Estate
Experience
U.S. Trust   December 2014 - Present
Lincoln Property Company  April 2013 - December 2014
Del Frisco's Restaurant Group  July 2012 - July 2013

Skills
Property Management, Real Estate, Customer Service, Sales, Microsoft Office, Microsoft Excel, People Skills, PowerPoint, Microsoft Word, Customer Retention, Management, Yardi, Lease Administration, Leases, Rentals, Property, Budgets, Marketing, OneSite, Apartments, Yardi Voyager, Fair Housing, LRO, Residential Homes, Investment Properties, Asset Management

Education
The University of Texas at Arlington   2006 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General

Rachel Grande Rachel Grande San Francisco Bay Area Details
Rachel Grande's US Trust Experience September 2013 - February 2015
Job MS Risk Analyst at Capital One
Industry Financial Services
Experience
Capital One  February 2015 - Present
U.S. Trust   September 2013 - February 2015
Bank of America  July 2012 - July 2013
Bank of America  August 2011 - July 2012

Skills
Banking, Relationship Management, Financial Services, Consumer Lending, Credit, Retail Banking, Cross Selling, Finance

Education
University of California, Santa Barbara   2006 — 2010
Bachelor of Arts (BA), Art History, Criticism and Conservation

San Francisco State University   2005 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Brian Fink, CFP® Brian Fink, CFP® Greater New York City Area Details
Brian Fink, CFP®'s US Trust Experience December 2014 - Present
Job Vice President/Private Wealth Advisor at U.S. Trust
Industry Capital Markets
Experience
U.S. Trust   December 2014 - Present
Pacilio Wealth Management   December 2011 - November 2014
Morgan Stanley Smith Barney  December 2009 - December 2011
Merrill Lynch  September 2007 - December 2009

Skills
Alternative Investments, Portfolio Management, Private Banking, Wealth Accumulation..., Wealth Preservation..., Multi-generational..., Strategic Financial..., Risk Management, Trading, Asset Allocation, Fixed Income, Finance

Education
The University of Connecticut   2003 — 2007

Kimberly S. Broome Kimberly S. Broome Washington D.C. Metro Area Details
Kimberly S. Broome's US Trust Experience September 2008 - February 2011
Job Portfolio Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  August 2014 - Present
Wells Fargo  February 2012 - August 2014
Merrill Lynch  February 2011 - February 2012
U.S. Trust   September 2008 - February 2011
US Trust, Bank of America's Private Wealth Management Group   August 2006 - August 2008

Skills
Asset Allocation, Portfolio Management, Retirement Planning, Investments, Morningstar, Alternative Investments, Hedge Funds, Mutual Funds, Wealth Management, Investment Advisory, Fixed Income, Investment Strategies, ETFs, Trading, Financial Advisory, Securities, Wealth, Bloomberg Terminal, Microsoft Office, Factset, Thomson One, Asset Management, Private Wealth..., Financial Planning, Bloomberg, Equities, Economics, Equity Research, Risk Management, Financial Modeling, Structured Products, Financial Analysis, Compliance, Customer Relations, Client Service, Capital Markets, Portfolios, Asset, Investment Management, Finance, Financial Services, Wealth Management..., Financial Risk

Education
University of North Florida - College of Business Administration   2004 — 2006
Bachelors of Business Administration, Financial Services

Tim Fabio Tim Fabio New York, New York Details
Tim Fabio's US Trust Experience January 2013 - Present
Job Senior Vice President at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   January 2013 - Present
J.P. Morgan   May 1991 - January 2013

Skills
Wealth Management, Alternative Investments, Hedge Funds, Asset Management, Portfolio Management, Investment Management, Investment Advisory, Credit, Private Equity, ETFs, Series 65

Education
University at Albany, SUNY   1982 — 1986
Bachelor’s Degree, Communications

Michael W Blain Michael W Blain Dallas/Fort Worth Area Details
Michael W Blain's US Trust Experience October 2007 - June 2014
Job Senior Vice President and Senior Trust Officer at BBVA Compass
Industry Banking
Experience
BBVA Compass  June 2014 - Present
U.S. Trust   October 2007 - June 2014
J.P. Morgan   April 1994 - April 2007

Skills
Mutual Funds, Investments, Asset Managment, Portfolio Management, Wealth Management, Banking, Retirement Planning, Investment Advisory, Private Banking, High Net Worth..., Trust Services, IRAs, Wealth Management..., Asset Management, Trusts, Insurance, Investment Management, Asset Allocation, Risk Management, Strategic Financial..., Estate Planning, Securities, Financial Services, Loans, Credit, Series 63, Management, Financial Planning, Mortgage Lending

Education
University of Oklahoma

Laura Talafuse Laura Talafuse Dallas/Fort Worth Area Details
Laura Talafuse's US Trust Experience November 2007 - July 2011
Job Risk Consultant at Northern Trust Company
Industry Financial Services
Experience
Northern Trust  July 2011 - Present
U.S. Trust   November 2007 - July 2011
Tolleson Wealth Management  January 2006 - June 2007
Northern Trust  January 1992 - January 2006

Skills
Investments, Wealth Management, Mutual Funds, Banking, Fiduciary Services, Fiduciary Management, Compliance

Education
University of Houston

Kelsie Willett Kelsie Willett Athens, Georgia Details
Kelsie Willett's US Trust Experience June 2010 - August 2010
Job J.D. Candidate University of Georgia School of Law
Industry Law Practice
Experience
Cobb Cole  May 2015 - Present
Teach for America  August 2011 - May 2013
U.S. Trust   June 2010 - August 2010

Education
University of Georgia School of Law   2013 — 2016
Doctor of Law (JD)

University of Kentucky   2007 — 2011
B.A., Finance, Management

Ana Sani Ana Sani Los Gatos, California Details
Ana Sani's US Trust Experience March 2006 - February 2009
Job Vice President / Mortgage Loan Specialist at Bank of America
Industry Financial Services
Experience
Bank of America  June 2013 - Present
U.S. Trust   March 2006 - February 2009
Northern Trust  August 2002 - January 2006
Bank of America  April 2000 - August 2002

Skills
Wealth Management

Education
University of California, Santa Cruz   2001 — 2003
CFP certification, CFP

UCSB   1993 — 1996
Bachelors of Science, Biology

Jeff Stokes Jeff Stokes Greater Atlanta Area Details
Jeff Stokes's US Trust Experience August 2013 - Present
Job Senior Vice President, Private Client Advisor at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   August 2013 - Present
Northern Trust  May 2010 - August 2013
GenSpring Family Offices  September 2001 - April 2010
SunTrust Bank  August 1995 - September 2001

Skills
Alternative Investments, Wealth Management, Wealth, Portfolio Management, Asset Allocation, Asset Management, Investment Management, Hedge Funds, Wealth Management..., Investment Advisory, Business Development, Investment Strategies, High Net Worth..., Series 7

Education
University of Central Florida   1978 — 1982
Business, Finance

University of Pennsylvania - The Wharton School
U.S. Trust Accelerating Growth Program

Canon Trust School

National Graduate Trust School Northwestern University

National Trust School Northwestern University
Trust

Molly Kerr, CFA Molly Kerr, CFA Oklahoma City, Oklahoma Details
Molly Kerr, CFA's US Trust Experience October 2000 - March 2009
Job SVP/Market Executive Private Bank
Industry Banking
Experience
Bank of Oklahoma Private Bank/OKC   January 2014 - Present
Bank of Oklahoma  January 2013 - Present
UMB Bank  March 2009 - Present
UMB Financial Corp.  2009 - Present
U.S. Trust   October 2000 - March 2009

Education
University of Missouri-Kansas City   1988 — 1991
Master of Business Administration, Finance

University of Oklahoma   1983 — 1987
Bachelor of Business Administration, Finance

Doug Woodward, CFP® Doug Woodward, CFP® Baltimore, Maryland Details
Doug Woodward, CFP®'s US Trust Experience 2001 - 2008
Job Senior Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo, The Private Bank  2008 - Present
U.S. Trust   2001 - 2008
Bank of America  1989 - 2001

Skills
Certified Financial..., Wealth Management, Commercial Real Estate, Investment Management, Banking, Mortgage Lending, Series 7, Commercial Banking, Investments, Estate Planning, Life Insurance, Premium Financing, Aircraft Finance

Education
University of Baltimore   1995 — 1998
Master of Business Administration (MBA), Finance, General

University of Maryland College Park   1983 — 1987
Bachelor of Arts (B.A.), History

Katrina Damon, CTFA Katrina Damon, CTFA Los Angeles, California Details
Katrina Damon, CTFA's US Trust Experience January 2015 - Present
Job Vice President, Trust Officer II CTFA at US Trust
Industry Financial Services
Experience
U.S. Trust   January 2015 - Present
U.S. Trust   July 2013 - Present
US Trust   August 2011 - Present
US Trust, Bank of America  June 2010 - August 2011
US Trust, Bank of America Private Wealth Management  June 2008 - August 2011
Bank of America Private Bank  June 2007 - June 2008
State Street Bank  June 2006 - June 2007

Skills
Certified Trust and..., Estate Planning, Investments, Wealth Management..., Investment Management, Strategy, High Net Worth..., Management, Program Management, Tax, Philanthropy, Trust Management, Customer Service, System Administration, Portfolio Management, Banking, Wealth Management, Asset Management, Mutual Funds, Equities

Education
University of Rhode Island   2002 — 2006
Bachelor of Arts (B.A.), Spanish and Communications

Laura Pease Laura Pease Atlanta, Georgia Details
Laura Pease's US Trust Experience September 1999 - Present
Job Senior Vice President, Senior Trust Officer at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   September 1999 - Present

Education
University of North Carolina at Chapel Hill

William Karangelen William Karangelen New York, New York Details
William Karangelen's US Trust Experience 2012 - 2014
Job Sales & Business Development; Asset & Investment Management; Capital Raising; Financial Technology (FinTech)
Industry Investment Management
Experience
Azalea Inn I, Inc.   2012 - Present
U.S. Trust   2012 - 2014
Sterne Agee  2011 - 2012
Credit Suisse  2009 - 2011
Deutsche Bank  2006 - 2009

Skills
Sales, Institutional Sales, New Business Development, Business Development, Investor Relations, Marketing, Private Equity, Private Equity Firms, Hedge Funds, Equities, Cold Calling, Series 7, Uniform Combined State..., Bloomberg, Bloomberg Terminal, Fixed Income, Series 66, Portfolio Management, Alternative Investments, Securities, Finance, Financial Modeling, Management, Valuation, Financial Analysis, Trading, Financial Services, Capital Markets, Equity Research, Investment Banking, Analysis, Corporate Finance, Mergers & Acquisitions, Investments, Asset Management, Due Diligence, Mutual Funds, Strategic Planning

Education
University of Virginia - Darden Graduate School of Business Administration   2007 — 2009
MBA

University of Richmond School of Law   2002 — 2005
JD

The College of William and Mary   1997 — 2001
BA, Government, German

Alexandra Feuchter Alexandra Feuchter Palo Alto, California Details
Alexandra Feuchter's US Trust Experience July 2014 - Present
Job Trust Administrative Officer II
Industry Financial Services
Experience
U.S. Trust   July 2014 - Present
Law Offices of David R. Packard   November 2013 - May 2014
UC Hastings Medical Legal Partnership for Seniors Clinic   January 2013 - May 2013
Temmerman, Cilley & Kohlmann, LLP   June 2012 - July 2012
Intersect Partners, LLC   June 2011 - July 2011
California Department of Transportation  February 2008 - August 2010
Carmel Cheese Shop   June 2005 - August 2005

Skills
Legal Writing, Courts, Due Diligence

Education
University of California, Hastings College of the Law   2010 — 2013

University of California, Davis   2003 — 2007
BA, Economics

R Huerta, CIMA® R Huerta, CIMA® Washington D.C. Metro Area Details
R Huerta, CIMA®'s US Trust Experience July 2006 - October 2009
Job at Aegis Wealth Management
Industry Investment Management
Experience
Aegis Wealth Management   October 2009 - Present
U.S. Trust   July 2006 - October 2009
Wachovia, A Wells Fargo Company  August 2003 - October 2006
Wachovia Corporation  October 2002 - August 2003

Skills
Portfolio Management, Wealth Management, Loans, Equities, Investment Strategies, Financial Analysis, Financial Management, Financial Modeling, Real Estate Finance, International Finance, Financial Accounting, Tax Preparation, Tax Accounting, Tax, Trade Finance, Financial Planning, Financial Markets, Asset Managment, Asset Allocation, Asset Based Lending, Real Estate Investment, Client Relationship..., Business Relationship..., Banking, Customer Relations, Banking Relationships, Alternative Investments, Credit, CRM, Asset Management, Customer Service, Strategic Financial..., Investment Properties, Managerial Finance, Real Estate Economics, Series 65

Education
University of Virginia   2014 — 2016
Certificate in Financial Planning, Financial Planning and Services

University of Pittsburgh, Katz Graduate School of Business   2002 — 2002
Master of Business Administration (MBA), Business Administration and Management, General

Universidad Técnica Federico Santa María   1996 — 2001
Master's Degree, Business Administration and Management, General

Brian Wineke Brian Wineke Greater Seattle Area Details
Brian Wineke's US Trust Experience November 2005 - July 2010
Job Region Executive at U.S. Trust
Industry Financial Services
Experience
U.S. Trust, Bank of America Private Wealth Management   November 2005 - Present
U.S. Trust   November 2005 - July 2010
Merrill Lynch  2001 - 2005
United States Navy  May 1994 - June 1999

Education
University of Southern California - Marshall School of Business   1999 — 2001
MBA, Finance

United States Naval Academy   1990 — 1994
Bachelors of Science, Economics

Donna Roseman David Donna Roseman David Hartford, Connecticut Area Details
Donna Roseman David's US Trust Experience October 2014 - Present
Job Vice President and Senior Trust Officer at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   October 2014 - Present
Community Foundation of Western Massachusetts  July 2012 - October 2014
Hartford Foundation for Public Giving  October 2004 - August 2011
Kostin Ruffkess & Company   1990 - 2004

Skills
Estate Planning, Tax, Non-profits, Strategic Financial..., Accounting, Estate Tax Planning, High Net Worth..., Corporate Tax, Private Foundations, Philanthropy, Charitable Trusts, Tax Accounting, Financial Reporting, Tax Preparation, Charitable Gift Planning, Stewardship, Planning Budgeting &..., Financial Analysis, P&L Management, Fundraising, Financial Advisory, Volunteer Management, Leadership, Planned Giving, Nonprofits, Tax Law, Retirement Planning, Endowments, Board Development, Annual Giving, Administrative...

Education
University of Hartford
Masters of Science, Taxation

The University of Connecticut   1985 — 1989
BS, Accounting

Cheryl Rigali Cheryl Rigali Beverly Hills, California Details
Cheryl Rigali's US Trust Experience January 2012 - June 2013
Job Wealth Management Banker at Merrill Lynch Wealth Management
Industry Banking
Experience
Merrill Lynch  June 2013 - Present
U.S. Trust   January 2012 - June 2013
U.S. Trust, Bank of America Private Wealth Management   July 2006 - February 2012
NBC Universal  January 2006 - June 2008

Skills
Wealth Management, High Net Worth..., Alternative Investments, Asset Allocation, Banking, Asset Management, Credit, Business Development, Estate Tax Planning, Investment Advisory, Management, Private Banking, Wealth, Sales, Series 7, Wealth Management...

Education
University of California, San Diego   2002 — 2006
BA, Communication

Arcadia High School

Andrew Crofton Andrew Crofton Greater New York City Area Details
Andrew Crofton's US Trust Experience May 2013 - June 2014
Job Senior Wealth Manager at BNY Mellon
Industry Capital Markets
Experience
BNY Mellon Wealth Management  October 2014 - Present
U.S. Trust   May 2013 - June 2014
JP Morgan  March 2011 - April 2013
First New York Securities  June 1998 - November 2010

Education
University of Pennsylvania   1992 — 1996
BA, Economics

Canterbury

David T. Litvack, CFA David T. Litvack, CFA Greater New York City Area Details
David T. Litvack, CFA's US Trust Experience July 2010 - Present
Job US Public Finance Strategy and Research
Industry Financial Services
Experience
U.S. Trust   July 2010 - Present
Fitch Ratings  December 1991 - June 2010
Moody's Investors Service  September 1986 - November 1991

Skills
Municipal Bonds, Fixed Income Strategies, Credit Rating, Credit Analysis, Fixed Income, Structured Finance, Bond Pricing, Credit, Bonds, Capital Markets, Investments, Finance, Market Risk, Financial Risk, Analysis, Securities, Alternative Investments, Bloomberg, Portfolio Management, Fixed Income Analysis, Structured Products, Financial Structuring

Education
University of Pennsylvania - The Wharton School
Masters in Business Administration, Finance

Tufts University
Bachelor of Science, magna cum laude

Audrey Hall Audrey Hall Hartford, Connecticut Details
Audrey Hall's US Trust Experience January 2015 - Present
Job Philanthropic Administrator at U.S. Trust
Industry Events Services
Experience
U.S. Trust   January 2015 - Present
Etsy  April 2008 - Present
Van Sant Catering & Event Planning   January 2013 - Present
Ruth's Chris Steak House  September 2011 - August 2014
Dish Bar and Grill   August 2008 - July 2011
Tuscan Twins   March 2001 - May 2007

Skills
Restaurant Management, Labor Control, Menu Development, Food Service, Food & Beverage, Fine Dining, Catering, Multi-unit, ServSafe, Culinary Skills, Bartending, Wine, Food, Open Table, Office Administration, Employee Training, Computer Proficiency, Graphic Design, Event Management, Entrepreneurship, Advertising, Business Strategy, Team Building, Customer Service, Marketing Communications, Leadership Development, E-commerce, Event Planning, Real Estate, Graphics, Hospitality, Human Resources, Inventory Management, Continuous Improvement, Leadership, Team Leadership, Microsoft Office, Sales Management, Marketing, Project Management, Adobe Design Programs, Public Relations, Sales, Time Management, Teamwork, Language Teaching, Teaching, Visual Merchandising, Adobe Creative Suite, Digital Photography

Education
University of Hartford   2000 — 2003
Early Childhood Education and Teaching, Hartford Art School

Thomaston High School   1996 — 1999

James H. Caulfield James H. Caulfield Princeton, New Jersey Details
James H. Caulfield's US Trust Experience September 1994 - March 2014
Job Senior Managing Director Trust Officer at PeapackGladstone Bank 6098075568
Industry Financial Services
Experience
Peapack-Gladstone Bank  May 2014 - Present
U.S. Trust   September 1994 - March 2014
Corestates/ New Jersey National   1978 - 1994
Bank of New Jersey  1975 - 1978

Skills
Equities, Investments, Wealth Management, Asset Management, Alternative Investments, Series 7, Management, Portfolio Management, Fixed Income, Asset Allocation, Commercial Lending

Education
Trust Management School - Northwestern University   1980 — 1981
Trust Management

National Graduate Trust School - Northwestern University   1976 — 1978
Trust Administration

University of Bridgeport   1974 — 1975
Graduate Program, Economics

Davis & Elkins College   1968 — 1971
B.A., Economics

Elise Fortin Elise Fortin Greater Seattle Area Details
Elise Fortin's US Trust Experience July 2005 - December 2007
Job SVP Private Bank Market Leader
Industry Banking
Experience
Umpqua Bank  April 2013 - Present
Wells Fargo Bank  December 2007 - February 2013
Umpqua Bank  2013 - 2013
U.S. Trust   July 2005 - December 2007
Northern Trust  October 1999 - July 2005

Skills
Wealth Management, High Net Worth..., Private Banking, Investments, Strategic Financial..., Wealth, Customer Service, Insurance, Series 7, Business Development, Small Business, Finance, Strategy, Banking, Customer Relations

Education
Laval University

Aaron S. Thiel, JD, CFP® Aaron S. Thiel, JD, CFP® Sarasota, Florida Details
Aaron S. Thiel, JD, CFP®'s US Trust Experience August 2004 - September 2010
Job Senior Wealth Planner at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management  August 2011 - Present
Regions Bank  October 2010 - July 2011
U.S. Trust   August 2004 - September 2010

Skills
Wealth Management, Wealth Management..., Trust Services, Asset Managment, Investments, High Net Worth..., Estate Planning, Private Banking, Investment Strategies, Investment Advisory, Asset Allocation, Banking, Wealth, Asset Management, Financial Planning, Retirement Planning, Investment Management

Education
University of Miami
Juris Doctor, Law

University of Florida
B.S. Business Administration, Finance

Bonnie Rainey Bonnie Rainey Dallas/Fort Worth Area Details
Bonnie Rainey's US Trust Experience March 2015 - Present
Job Managing Director/DivisonTrust ExecutiveCentral
Industry Financial Services
Experience
U.S. Trust   March 2015 - Present
Sigma Sigma Sigma National Sorority  2010 - Present
Bank of America  September 2010 - March 2015
Bank of America  December 2004 - September 2010
Comerica  December 2001 - December 2004
O'Dell & O'Dell, P.C.   May 1998 - December 2001
Wells Fargo Bamk   May 1997 - May 1998
Bank One  November 1990 - May 1997

Skills
Management, Public Speaking, Investments, Banking, Portfolio Management, Wealth Management, Leadership, Event Planning, Asset Management, Customer Service

Education
Mississippi College School of Law   1977 — 1981
J.D., Law

The University of Southern Mississippi   1975 — 1977
B.A., Spanish, English & Political Science

Luke Theeuwes Luke Theeuwes Greater Los Angeles Area Details
Luke Theeuwes's US Trust Experience 2006 - May 2007
Job Principal & Western Division Director at Miller Howard Investments
Industry Investment Management
Experience
Miller Howard Investments   May 2007 - Present
U.S. Trust   2006 - May 2007
Managers Investment Group  1999 - 2006
Van Kampen Investments  1996 - 1999

Skills
Separately Managed..., Series 7, Asset Allocation, Series 63, Series 24, Equities, Retirement, Investment Management, Retirement Planning, Investments, Asset Management, Investment Strategies, Wealth Management, Investment Advisory, Alternative Investments, Mutual Funds, ETFs, Uniform Combined State..., Series 65

Education
University of Houston   1992 — 1996
BS, Economics

David Chudney, PMP® David Chudney, PMP® Orlando, Florida Area Details
David Chudney, PMP®'s US Trust Experience October 1985 - March 1989
Job Senior Project Manager at US Bank
Industry Banking
Experience
U.S. Bank   July 2015 - Present
Fiserv  June 2011 - July 2015
First Data Corporation  January 2010 - February 2011
First Data Corporation  December 1990 - February 2011
CUSO Management Group Inc. dba First Data   December 1990 - June 1991
Howard Johnson Resort at Walt Disney World   June 1989 - November 1990
U.S. Trust   October 1985 - March 1989
New York Community Bancorp, Inc. (NYCB)   July 1983 - October 1986
Greenwich Savings Bank aka Metropoltian/ Croassland Savings Bank   July 1981 - June 1983

Skills
Management, SDLC, Mainframe, Project Management, Business Analysis, Requirements Analysis, Project Portfolio..., Training, Leadership, Disaster Recovery, Requirements Gathering, Vendor Management, Software Project..., CRM, PMP, IT Management, Visio, Project Delivery, Integration, PMO, IT Strategy, Business Requirements, Business Process..., SharePoint

Education
University of Phoenix
Bachelor of Science (BS), Business Management

Charles Wooton Charles Wooton Greater Atlanta Area Details
Charles Wooton's US Trust Experience April 2014 - Present
Job SVP, Specialized Fiduciary Team Lead at U.S. Trust
Industry Banking
Experience
U.S. Trust   April 2014 - Present
Bank of America  March 2006 - Present
Sell More Stuff   January 2005 - January 2007
CompUSA  June 1997 - July 2005
The Limited  June 1994 - June 1997
Dillards  June 1993 - June 1994
Lechter's  July 1992 - June 1993
Kentucky State Police  September 1988 - July 1992
WKDP AM / FM   January 1990 - February 1991

Skills
Initiative, Time Management..., Team Player, Accept and Learn From..., Self-Confidence, Flexibility/Adaptability, Working Well Under..., Interpersonal Abilities, Computer/Technical..., Communications Skills..., Leadership / Management, Multicultural..., Planning/Organizing, Problem-Solving/Reasonin..., Honesty/Integrity/Morali..., Dedication/Hard-Working/..., Dependability/Reliabilit..., Positive..., Analytical / Research, Professionalism, Willingness to Learn, Self-Motivated/Ability..., Loyalty, Trusted Advisor, Taking personal..., Conducting interviews, Delegating..., Motivating others, Prioritizing work, Decision Making Skills, Budget management, Negotiating, Strategic Thinking, Resourcefulness, Ethics, Accuracy and Attention..., Risk Management, Sales, Management, Budgets, Loyalty Programs, Teamwork, Negotiation, Leadership, Banking, Time Management, Profit

Education
University of Kentucky   1985 — 1988
BBA, Management

West Catholic High School   1981 — 1985
Diploma, General Studies

Matt Ferguson Matt Ferguson Austin, Texas Details
Matt Ferguson's US Trust Experience June 2014 - August 2014
Job Credit Analyst at PlainsCapital Bank
Industry Banking
Experience
PlainsCapital Bank  June 2015 - Present
U.S. Trust   June 2014 - August 2014
HealthCare Facilities Development   June 2013 - August 2013

Skills
Research, Public Speaking, Leadership, Finance

Education
The University of Texas at Austin   2011 — 2015
Bachelor of Business Administration (BBA), Finance

Davina Tran Davina Tran Boston, Massachusetts Details
Davina Tran's US Trust Experience June 2015 - August 2015
Job Peer Career Assistant at Becker Career Center
Industry Higher Education
Experience
Union College  September 2014 - Present
U.S. Trust   June 2015 - August 2015
Union College  April 2015 - June 2015
The Posse Foundation  2013 - 2015
Crossroads for Kids  June 2014 - August 2014
Boston Scholar Athletes  November 2013 - December 2013
Grand Circle Corporation  June 2013 - August 2013
Jubilee Christian Church  September 2011 - June 2013

Skills
Public Speaking, Research, Fundraising, Nonprofits, Event Planning, Microsoft Office, Community Outreach, Volunteer Management, Leadership, Community Development, Leadership Development, Fundraisers

Education
Union College   2013 — 2017
Psychology

Robert P. Lawson, CFP®, CPA Robert P. Lawson, CFP®, CPA Minneapolis, Minnesota Details
Robert P. Lawson, CFP®, CPA's US Trust Experience June 2005 - October 2008
Job President & CEO Minnesota, The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company  June 2015 - Present
US Bank, The Private Client Reserve   November 2008 - June 2015
U.S. Trust   June 2005 - October 2008
Boulay Financial Advisors   August 2004 - June 2005
Lawson Financial, LLC   January 2002 - August 2004
Capital Professional Advisors, Inc.   May 2000 - May 2004
UPS  June 1985 - May 2000

Skills
Team Leadership, Wealth Management..., Estate Planning, Strategic Financial..., Private Banking, Trust Services, Charitable Gift Planning, Investment Strategies, Wealth Transfer, Investments, Wealth, Mutual Funds, Investment Management, Alternative Investments, Banking, Retirement Planning, Financial Planning, Financial Services, Portfolio Management

Education
University of St. Thomas, Graduate School of Business   1995 — 1998
Master of Business Administration (M.B.A.), Finance

University of Minnesota - Carlson School of Management   1985 — 1988
Bachelor of Science in Business, Accounting

Mary Gordy Mary Gordy Austin, Texas Details
Mary Gordy's US Trust Experience February 2008 - Present
Job CSSO/Assistant Vice President at U.S.Trust Bank of America
Industry Banking
Experience
U.S. Trust   February 2008 - Present
Bank of America  September 2004 - February 2008

Education
University of Arizona   1996 — 2000
Bachelor of Science (B.S.), Retailing and Consumer Studies

Myra H. Savage Myra H. Savage Dallas/Fort Worth Area Details
Myra H. Savage's US Trust Experience July 2011 - Present
Job
Industry Financial Services
Experience
U.S. Trust   July 2011 - Present

Skills
Microsoft Office, Management, Leadership, Training, Sales, Process Improvement

Education
The University of Texas at Arlington
Bachelor of Arts (B.A.), Sociology

Michael Grande Michael Grande Tampa/St. Petersburg, Florida Area Details
Michael Grande's US Trust Experience March 2014 - May 2015
Job Trading/Service Specialist I
Industry Investment Management
Experience
Raymond James Financial, Inc.   May 2015 - Present
U.S. Trust   March 2014 - May 2015
Merrill Lynch  May 2013 - March 2014
Osprey Financial Group  June 2012 - June 2013
Longhorn Steakhouse  January 2009 - March 2013
Northwestern Mutual  May 2012 - August 2012

Skills
Event Planning, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Financial Analysis, Social Media, Microsoft Word, Analysis, Access, Data Analysis, Fundraising, Leadership, Outlook, Public Speaking, Sales, Teamwork, Time Management

Education
University of North Florida   2009 — 2013
Bachelor of Business Administration (BBA), Finance

Eric Salit Eric Salit New York, New York Details
Eric Salit's US Trust Experience July 2006 - August 2006
Job Corporate Development and Transaction Services Manager at Accenture
Industry Outsourcing/Offshoring
Experience
Accenture  September 2010 - Present
Accenture  January 2009 - September 2010
Marcus & Millichap Real Estate investment Services  June 2007 - September 2008
U.S. Trust   July 2006 - August 2006

Skills
Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Risk Management, Due Diligence, Mergers, Business Process..., Business Analysis, Asset Managment, Investments, Portfolio Management, Underwriting, Real Estate Transactions, Real Estate Financing

Education
University of Florida - Warrington College of Business Administration   2003 — 2007
B.S., Finance

University of Florida
Bachelor of Science, Finance

Michael H. Reynolds Michael H. Reynolds Sarasota, Florida Area Details
Michael H. Reynolds's US Trust Experience March 2004 - October 2008
Job President at First Sarasota Capital Advisors, LLC
Industry Investment Management
Experience
First Sarasota Capital Advisors, LLC   March 2014 - Present
Wellspring Wealth Management   October 2009 - Present
U.S. Trust   March 2004 - October 2008

Skills
Investments, Wealth Management, Portfolio Management, Asset Management, Asset Allocation, Private Equity, Hedge Funds, Finance, Strategic Financial..., Investment Advisory, Management, Investment Management, Leadership, Risk Management, Securities, Entrepreneurship, Banking, Alternative Investments, Equities, Estate Planning, Mutual Funds, Credit, Asset Managment, New Business Development, Business Planning, Insurance, Financial Analysis

Education
University of Richmond - Robins School of Business   1982 — 1986
B.S., Business Administration

Jake Greenberg Jake Greenberg Greater New York City Area Details
Jake Greenberg's US Trust Experience June 2014 - Present
Job Morgan stanley management training program
Industry Financial Services
Experience
Morgan Stanley  June 2015 - Present
U.S. Trust   June 2014 - Present
16W Marketing, LLC  June 2013 - August 2013
DeSantis Breindel  June 2012 - August 2012

Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Research, Public Speaking, Photoshop, Facebook, Customer Service, Event Planning, Spanish, Matlab, Teamwork, Social Networking

Education
University of Miami   2012 — 2015
Bachelor of Business Administration (B.B.A.), Management/Finance

Tulane University   2011 — 2011

Fowler Hatley, CFA Fowler Hatley, CFA Dallas, Texas Details
Fowler Hatley, CFA's US Trust Experience July 2013 - Present
Job Portfolio Manager at US Trust, Bank of America Private Wealth
Industry Investment Management
Experience
U.S. Trust   July 2013 - Present
Citi  January 2011 - May 2013
III Associates   July 2006 - January 2011

Skills
Fixed Income, Hedge Funds, Alternative Investments, Equities, Portfolio Management, Investments, Asset Management, Financial Modeling, Asset Allocation, Capital Markets, Wealth Management, Series 7

Education
The University of Texas at Austin
Bachelor of Business Administration (BBA), Finance, General

Christopher Calise Christopher Calise Orlando, Florida Area Details
Christopher Calise's US Trust Experience June 2015 - Present
Job Portfolio Manager Associate at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   June 2015 - Present
Pershing, a BNY Mellon company  April 2014 - May 2015
PCE ● Investment Banking ● Valuations ● Advisory   December 2013 - April 2014
JHT, Inc.   September 2013 - December 2013
UCF/Lockheed Martin  January 2012 - August 2013

Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Performance Management, Logistics, Finance, Analysis

Education
University of Central Florida   2009 — 2013
Bachelor of Science, Finance, 3.90 GPA

Jean-Marie Frantz Jean-Marie Frantz Greater Philadelphia Area Details
Jean-Marie Frantz's US Trust Experience July 2006 - June 2015
Job Vice President, Business Support Manager at US Trust
Industry Financial Services
Experience
US Trust, Bank of America  June 2015 - Present
Bank of America  2012 - Present
U.S. Trust   July 2006 - June 2015

Skills
Banking, Investments, Financial Services, Wealth Management, Customer Service, Management

Education
University of Pittsburgh   1996 — 2000
Bachelor of Arts (BA), English Language and Literature/Letters

Carmen Boscia Carmen Boscia Boston, Massachusetts Details
Carmen Boscia's US Trust Experience June 2013 - Present
Job Portfolio Associate, Eaton Vance
Industry Financial Services
Experience
Eaton Vance  July 2015 - Present
U.S. Trust   June 2013 - Present

Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Leadership, Public Speaking, Data Analysis

Education
Wesleyan University   2009 — 2013
Bachelor of Arts (B.A.), Psychology

Wesleyan University   2009 — 2013
Bachelor of Arts (B.A.), Sociology

Wesleyan University   2009 — 2013
Bachelor of Arts (B.A.), Italian Studies

Università di Bologna / University of Bologna   2011 — 2011
Psychology

St. George's School   2005 — 2009

Jeffery Besselievre, CFP® Jeffery Besselievre, CFP® Miami, Florida Details
Jeffery Besselievre, CFP®'s US Trust Experience July 2013 - Present
Job Portfolio Analyst at U.S. Trust
Industry Investment Management
Experience
U.S. Trust   July 2013 - Present

Skills
Portfolio Management, Investment Advisory, Asset Allocation, Wealth Management, Estate Planning, Financial Analysis, Asset Management, Investment Management

Education
University of North Carolina at Charlotte   2005 — 2009
Bachelor of Science in Business Administration, Major in Finance

Drew Speight Drew Speight Greater Chicago Area Details
Drew Speight's US Trust Experience August 2014 - Present
Job Portfolio Manager at U.S. Trust
Industry Investment Management
Experience
U.S. Trust   August 2014 - Present
U.S. Trust   November 2011 - August 2014
Bank of America Merrill Lynch  September 2010 - October 2011
Morgan Stanley  June 2008 - August 2008

Skills
Portfolio Management, Investments, Asset Allocation, Wealth Management, Investment Strategies, Financial Modeling, Asset Management, Forecasting, Investment Advisory, Mutual Funds, Securities, Bloomberg

Education
University of Iowa - Henry B. Tippie College of Business   2005 — 2010
B.B.A, Finance, Entrepreneurial Management

Jessica Timko Jessica Timko Charlotte, North Carolina Area Details
Jessica Timko's US Trust Experience November 2013 - September 2014
Job Specialized Fiduciary Officer at U.S. Trust
Industry Financial Services
Experience
U.S. Trust, Bank of America Private Wealth Management   January 2015 - Present
U.S. Trust   November 2013 - September 2014
Merrill Lynch  April 2012 - November 2013
Shoprite  January 2007 - April 2012
Shoprite  January 2007 - April 2012

Skills
Research, Software Documentation, Accounting, Customer Service, Outlook, Data Entry, Microsoft Excel, Access, Microsoft Word, PowerPoint, Time Management, Microsoft Office, Teamwork, Human Resources, Administration, Analysis

Education
Rutgers, the State University of New Jersey   2007 — 2011
Bachelor of Arts, Labor Studies and Employment Relations

Universidad de Salamanca

Conrad Rusnak Conrad Rusnak New York, New York Details
Conrad Rusnak's US Trust Experience September 2011 - June 2015
Job Regulatory Risk at KPMG
Industry Capital Markets
Experience
KPMG US  June 2015 - Present
U.S. Trust   September 2011 - June 2015
Quantum Team Leaders   September 2010 - June 2011
Merrill Lynch  May 2010 - August 2010

Skills
Bloomberg, Investments, Asset Allocation, Investment Management, Wealth Management, Portfolio Management, Mutual Funds, Factset, Business Development, Investment Research, Relationship Management, Regulatory Compliance, Operational Risk...

Education
University of Delaware - Lerner College of Business and Economics   2007 — 2011
Bachelor of Science, Finance, Economics

Patrick Boldischar Patrick Boldischar Minneapolis, Minnesota Details
Patrick Boldischar's US Trust Experience 2003 - 2009
Job Director Banking at Abbot Downing
Industry Investment Management
Experience
Abbot Downing, a Wells Fargo Business  July 2009 - Present
U.S. Trust   2003 - 2009

Skills
Private Banking, Wealth Management, Family Office, Investments, Sales Management, Banking, Investment Management, Trusts

Education
University of Minnesota - Carlson School of Management
Master of Business Taxation

University of St. Thomas
BS, Finance

Shannon Feesago Shannon Feesago Orange County, California Area Details
Shannon Feesago's US Trust Experience January 2015 - Present
Job Business Support Manager at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   January 2015 - Present
U.S. Trust   November 2007 - Present
Bank of America  January 2006 - November 2007
Bank of America  January 2003 - January 2006

Skills
Project Management, Human Resources, Budgets, Analysis, Banking, Program Management, Management, Performance Management, Recruiting, Customer Service, Sales, Financial Analysis, Data Analysis

Education
University of Southern California - Marshall School of Business   2011 — 2014
MBA

University of California, Irvine   2000 — 2003
BA, Film/Cinema/Video Studies

Michael T. Ford, CFA Michael T. Ford, CFA Providence, Rhode Island Details
Michael T. Ford, CFA's US Trust Experience May 2015 - Present
Job Portfolio Oversight Manager at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   May 2015 - Present
Andersen Tax LLC  July 2011 - May 2015
University of Connecticut  August 2010 - May 2011
Alpha Kappa Psi Professional Business Fraternity  October 2009 - December 2010
Time Inc.  June 2010 - August 2010
Northwestern Mutual Financial Network  May 2009 - August 2009
Marshall's Retail  August 2005 - January 2009

Skills
Investments, Financial Analysis, Asset Allocation, Financial Modeling, PowerPoint, Microsoft Excel, Microsoft Word, Equities, Budgets, Management, Public Speaking, Problem Solving, Writing, Manager Selection

Education
The University of Connecticut   2007 — 2011
Bachelor of Science, Finance

Middletown High School

St. Mary's

Karen Downer Doyle Karen Downer Doyle New Haven, Connecticut Details
Karen Downer Doyle's US Trust Experience 1998 - Present
Job Regional Marketing Strategist at Bank of America
Industry Financial Services
Experience
U.S. Trust   1998 - Present
Bank of America  April 1992 - Present

Education
University of Connecticut   1981 — 1987
BA, Economics

Stamford Catholic High School   1977 — 1981

Trinity Catholic High School   1977 — 1981

Brianna Moore Brianna Moore Woonsocket, Rhode Island Details
Brianna Moore's US Trust Experience 2007 - 2008
Job I am a detailoriented professional with customer service and education backgrounds.
Industry Education Management
Experience
Northbridge Public Schools  2009 - Present
U.S. Trust   2007 - 2008
Lowe's Companies, Inc.   2003 - August 2006

Skills
Data Analysis, Data Entry, Microsoft Word, Word Processing, PowerPoint, Prezi, Microsoft Excel, Open Office Writer, LibreOffice, Social Networking, Writing, Editing, Team Management, Time Management, Customer Service, Client Relations

Education
University of Massachusetts Dartmouth   2010 — 2013
Master of Arts (M.A.), Secondary Education and Teaching

University of Massachusetts Dartmouth   2002 — 2006
Bachelor of Arts (B.A.), English

Stephen Muir Stephen Muir Washington D.C. Metro Area Details
Stephen Muir's US Trust Experience 2014 - Present
Job Private Client Advisor at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   2014 - Present
PNC Wealth Management  April 2012 - 2014
Morgan Stanley Smith Barney  2008 - 2012

Skills
Investments, Wealth Management, Asset Management, Portfolio Management, Retirement Planning, Series 7, Series 66, Equities, Investment Advisory, Mutual Funds, Financial Analysis, Strategic Financial..., Financial Modeling, Alternative Investments, Asset Allocation, Securities

Education
University of North Carolina at Chapel Hill   1989 — 1993
Bachelor of Arts (B.A.), Political Science and Government

Landon

United States Naval Academy

Chris Carr Chris Carr Washington D.C. Metro Area Details
Chris Carr's US Trust Experience August 2014 - Present
Job Managing Director, U.S. Trust Bank of America
Industry Financial Services
Experience
The Phillips Collection  March 2015 - Present
U.S. Trust   August 2014 - Present
JP Morgan  May 2009 - August 2014
Credit Suisse  April 2007 - March 2009
Lehman Brothers  August 2005 - April 2007
Special Operations Command - Europe  1997 - 1998
1-10 Special Forces Group   1995 - 1997
17th Signal Battalion   1992 - 1994

Education
United States Military Academy at West Point   1988 — 1992

Centennial High School   1984 — 1988

Rochelle Chaplin Rochelle Chaplin Greater New York City Area Details
Rochelle Chaplin's US Trust Experience March 2006 - August 2006
Job Director, Customer Success at ALM Media, LLC
Industry Media Production
Experience
ALM Media, LLC  June 2015 - Present
ALM Media, LLC  January 2015 - June 2015
Summit Professional Networks  June 2012 - January 2015
QuinStreet  February 2012 - June 2012
Ziff Davis Enterprise  July 2011 - February 2012
Ziff Davis Enterprise  March 2010 - July 2011
Ziff Davis Enterprise  August 2008 - March 2010
Ziff Davis Enterprise  November 2006 - August 2008
U.S. Trust   March 2006 - August 2006
Admento Promotions   June 2004 - May 2005

Skills
Project Management, Email Marketing, Digital Marketing, Media Sales, Digital Media, Digital Strategy, Lead Generation, Event Management, Marketing, E-commerce, B2B Marketing, Web Content Management, Strategy, Integrated Marketing, New Media, Publishing, Leadership, Creative Direction, Management, Online Advertising, Social Media Marketing

Education
State University of New York at Albany   2000 — 2004
Bacherlor of Science, Business Administration

Chris Wrench Chris Wrench Raleigh-Durham, North Carolina Area Details
Chris Wrench's US Trust Experience February 2011 - July 2015
Job Wealth Planning Strategist at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo  August 2015 - Present
U.S. Trust   February 2011 - July 2015
U.S. Trust   April 2007 - February 2011
TIAA-CREF  August 2005 - April 2007

Skills
Estate Planning, Financial Planning, Wealth Management, Stock option planning, Retirement Planning, Insurance Planning, Educational planning, Estate Tax Planning, Cash Flow Forecasting, Investment Advisory, Strategic Financial..., Investment Management, Investment Strategies, Wealth Management..., Asset Allocation, High Net Worth..., Financial Planners, Stocks, Alternative Investments, Mutual Funds, Investments, Portfolio Management

Education
University of North Carolina at Charlotte - Belk College of Business   2000 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General

Shanelle Brown, CFA, CFP® Shanelle Brown, CFA, CFP® Chicago, Illinois Details
Shanelle Brown, CFA, CFP®'s US Trust Experience August 2012 - May 2015
Job Portfolio Manager, Public Markets Investments at Exelon
Industry Investment Management
Experience
Exelon  June 2015 - Present
U.S. Trust   August 2012 - May 2015
U.S. Trust   September 2010 - August 2012
U.S. Trust   January 2007 - August 2010
Citi  July 2004 - December 2006

Skills
Portfolio Management, Asset Allocation, Investments, Wealth Management, Asset Management, Equities, Investment Management, Investment Strategies, Mutual Funds, Investment Advisory, Manager Selection

Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics

Amii Sibley Amii Sibley Dallas/Fort Worth Area Details
Amii Sibley's US Trust Experience March 2015 - Present
Job Client Management Executive U.S. Trust Bank of America Global Wealth & Inv Mgmt
Industry Financial Services
Experience
U.S. Trust   March 2015 - Present
U.S. Trust   January 2000 - Present

Skills
Banking, Business Analysis, Credit, Financial Analysis, Leadership, Management, Portfolio Management, Risk Management, Strategic Planning

Education
The University of Texas at Dallas

The University of Texas at Dallas

Howard Bernheim Howard Bernheim Baltimore, Maryland Area Details
Howard Bernheim's US Trust Experience 1998 - 2009
Job Experienced Investment Executive
Industry Banking
Experience
Bank of America  November 1974 - February 2009
US Trust, Bank of America Private Wealth Management  1998 - 2009
U.S. Trust   1998 - 2009
Bank of America  1974 - 2007

Skills
Wealth Management, Asset Allocation, Asset Management, Retirement Planning, Portfolio Management, Alternative Investments

Education
University of Maryland College Park   1970 — 1974

Adam Coker Adam Coker Atlanta, Georgia Details
Adam Coker's US Trust Experience February 2015 - Present
Job Managing Director & Market Investment Executive at U.S. Trust
Industry Investment Management
Experience
U.S. Trust   February 2015 - Present
U.S. Trust   September 2013 - February 2015
U.S. Trust, Bank of America Private Wealth Management   November 2010 - September 2013
Spectrum Advisory Services Inc.   September 2001 - November 2010
SunTrust Bank  November 1997 - September 2001
Barnett Bank  August 1991 - November 1997

Education
University of Florida - Warrington College Of Business   1987 — 1991
Bachelor of Science (BS), Finance, General

Pete Duemig Pete Duemig Charlotte, North Carolina Area Details
Pete Duemig's US Trust Experience March 2008 - Present
Job AVP Private Banking
Industry Financial Services
Experience
U.S. Trust   March 2008 - Present
Merrill Lynch  February 2006 - January 2008
LendingTree  March 2001 - December 2004
Wachovia  November 1999 - March 2001

Skills
Recruiting, Financial Analysis, Strategy, Mortgage Lending, Sales, Vendor Management, Financial Services, Finance, Banking, Process Improvement, Loans, Portfolio Management, Risk Management, Commercial Lending, Relationship Management, Investments, Credit, Securities

Education
University of North Carolina at Charlotte   1991 — 1996
Bachelor of Science in Business Administration, Finance

Jay Dakoriya Jay Dakoriya Greensboro/Winston-Salem, North Carolina Area Details
Jay Dakoriya's US Trust Experience January 2002 - April 2002
Job Director of Tax at TIMCO Aviation Services, Inc.
Industry Airlines/Aviation
Experience
HAECO Americas (formerly known as TIMCO Aviation Services, Inc.)   April 2002 - Present
U.S. Trust   January 2002 - April 2002
Arthur Andersen LLP  1996 - 2001
Rodefer Moss & Co, PLLC   February 1999 - July 2000
Bank of America  June 1994 - August 1994

Skills
General Ledger, CPA, Sarbanes-Oxley Act, Accounting, Tax Advisory, Auditing, US GAAP, Income Tax, Tax Preparation, Finance, SEC filings, Tax, Financial Analysis, Financial Reporting, Internal Controls, Management Consulting, Microsoft Office, Sarbanes-Oxley, Tax Research, GAAP, Budgets, Project Management, International Tax, Corporate Tax, Strategic Financial..., Transfer Pricing, Analysis, Financial Accounting, Internal Audit, Forecasting, Process Improvement, Microsoft Excel, Tax Accounting, Account Reconciliation, Mergers & Acquisitions

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1993 — 1996
Master's degree, Accounting

University of North Carolina at Chapel Hill   1991 — 1996
Bachelor of Science (BS), Business Administration and Management, General

Eastern Guilford High School

Eastern Guilford High School

Scott Staropoli Scott Staropoli Greater New York City Area Details
Scott Staropoli's US Trust Experience January 2001 - Present
Job Managing Director
Industry Investment Management
Experience
U.S. Trust   January 2001 - Present
J.P. Morgan   January 1992 - December 2001

Skills
Asset Managment, Series 7, Certified Financial..., Relationship Management, High Net Worth..., Uniform Combined State..., Asset Management, ETFs, Trust Services, Separately Managed..., FINRA, Equities, Fixed Income

Education
University of Delaware   1992 — 1995

University of Delaware   1987 — 1990

st marks

David Reiter David Reiter Portland, Oregon Area Details
David Reiter's US Trust Experience 2000 - Present
Job Private Client Manager at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   2000 - Present

Education
University of Oregon - Charles H. Lundquist College of Business   1998 — 2000
MBA, Business

Washington State University   1993 — 1997
B.A., Political Science

Peggy Rancilio Peggy Rancilio Greater Detroit Area Details
Peggy Rancilio's US Trust Experience March 2015 - Present
Job Vice President Sr. Trust Officer at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   March 2015 - Present
JPMorgan Chase Bank, N.A.   December 2010 - Present
JPMorgan Chase Bank, N.A.   February 2014 - March 2015
Miller, Canfield, Paddock and Stone, PLC   June 2006 - October 2009

Skills
Estate Planning, Trusts, High Net Worth...

Education
University of Detroit Mercy School of Law   1997 — 2000
Juris Doctorate, Law, 4th in Graduating Class

Barry Dominick, CPL Barry Dominick, CPL Dallas/Fort Worth Area Details
Barry Dominick, CPL's US Trust Experience January 2009 - Present
Job Vice President and Petroleum Landman at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   January 2009 - Present
J.P. Morgan   2005 - 2009
Comerica  2002 - 2004
Bessemer Trust  1998 - 2002
Barnett Bank  1994 - 1998
Bank of America  1984 - 1994

Skills
Risk Management, Investments, CRM, Project Management, Leases, Finance, Portfolio Management, Asset Management, Management, Accounting, Negotiation, Wealth Management..., High Net Worth..., Commercial Real Estate, Contract Negotiation, Due Diligence

Education
The University of Texas at Arlington   1990 — 1994
BBA, Finance

michael wagschal michael wagschal Orange County, California Area Details
michael wagschal's US Trust Experience September 2000 - Present
Job Senior VP, Senior Philanthropic Consultant at US Trust
Industry Financial Services
Experience
U.S. Trust   September 2000 - Present
Merrill Lynch  2000 - Present
University of Maryland  1998 - 2000
YMCA of San Diego County  1995 - 1999
Scripps Foundation for Medicine and Science   1992 - 1995
American Cancer Society  1989 - 1992
American Heart Association American Stroke Association  1986 - 1989

Education
University of Maryland College Park   1982 — 1986
Bachelor of Arts (B.A.), Organization Psychology

John F. Kennedy High School   1979 — 1982

Justin Lone, CFA Justin Lone, CFA Hartford, Connecticut Details
Justin Lone, CFA's US Trust Experience January 2015 - Present
Job Senior V.P. / Portfolio Manager at US Trust
Industry Financial Services
Experience
U.S. Trust   January 2015 - Present
U.S. Trust   February 2014 - January 2015
US Trust - Bank of America  2008 - February 2014
LaSalle Bank  2006 - 2008
LaSalle Bank  2004 - 2006
Edward Jones  2001 - 2003
Edward Jones  2000 - 2001

Skills
Wealth Management, Portfolio Management, Fixed Income

Education
University of Missouri-Columbia, College of Business   1996 — 2000

University of Missouri-Columbia

Mary Stokes, CFA Mary Stokes, CFA Greater Atlanta Area Details
Mary Stokes, CFA's US Trust Experience January 2014 - Present
Job Managing Director, Regional Investment Executive at U.S. Trust
Industry Investment Management
Experience
U.S. Trust   January 2014 - Present
US Trust   July 2009 - December 2013
Mercer  December 2000 - July 2009
Capital Resource Advisers   November 1998 - December 2000
Office of the Comptroller of the Currency  1982 - 1997

Skills
Defined Benefit, Pensions, Defined Contribution, Pension Funds, Retirement Plan..., Retirement, 401k, Pension Administration, ERISA, Investment Strategies, Asset Allocation, Investments, Investment Management, Portfolio Management

Education
University of Denver
BSBA, Finance, General

University of Denver - Daniels College of Business

Lisa Quizon Lisa Quizon Irvine, California Details
Lisa Quizon's US Trust Experience January 1995 - September 2008
Job Vice President, Compliance Manager at Opus Bank
Industry Banking
Experience
Opus Bank  February 2015 - Present
Independence Bank  August 2011 - January 2015
Orange Community Bank   June 2010 - July 2011
San Diego Private Bank  February 2009 - June 2010
U.S. Trust   January 1995 - September 2008
Peterson & Ross  1990 - 1995

Skills
Banking, AML, KYC, Risk Management, OFAC, Wealth Management, Retail Banking, Bank Secrecy Act, USA PATRIOT Act, Private Banking, Operational Risk..., Due Diligence, Commercial Banking, Mergers & Acquisitions, Operational Risk, Internal Audit, Vendor Management, Financial Services, Project Management, Operations Management, Management, Anti Money Laundering

Education
University of Phoenix   1998 — 2002
Bachelor of Science (B.S.), Business Administration

Sandra Saner Sandra Saner Greater Boston Area Details
Sandra Saner's US Trust Experience September 1995 - Present
Job Managing Director at U. S. Trust (Private Wealth Management)
Industry Financial Services
Experience
U.S. Trust   September 1995 - Present
Citibank Private Bank  1991 - 1995
Prudential Capital Corporation   1980 - 1995

Skills
Wealth Management, Corporate Finance, Wealth, Structured Finance, High Net Worth..., Credit, Investment Management, Strategic Financial..., Alternative Investments, Asset Management, Asset Allocation, Mutual Funds, Hedge Funds, Financial Planning, Securities

Education
University of Rochester - Simon Business School   1976 — 1978
MBA, Applied Economics

University of Rochester   1974 — 1977
BA, Psychology

Jason M. Reilly, CFA Jason M. Reilly, CFA Tampa/St. Petersburg, Florida Area Details
Jason M. Reilly, CFA's US Trust Experience June 2015 - Present
Job Managing Director & Market Investment Director
Industry Investment Management
Experience
U.S. Trust   June 2015 - Present
U.S. Trust, Tampa, FL   March 2008 - May 2015
Northern Trust, Miami, FL   August 2006 - March 2008
SunTrust Bank, Orlando, FL   April 2001 - August 2006
AmSouth Bank, Orlando, FL   June 1998 - April 2001

Skills
Asset Allocation, Wealth Management, Alternative Investments, Equities, Wealth Management..., Fixed Income, High Net Worth..., Derivatives, Investment Management, Mutual Funds, Hedge Funds

Education
University of Central Florida - College of Business Administration   1996 — 1998
MBA, Finance

University of Central Florida - College of Business Administration   1993 — 1995
BSBA, Finance

Jason Morehouse Jason Morehouse San Francisco Bay Area Details
Jason Morehouse's US Trust Experience April 2002 - December 2003
Job Partner, Director of Acquisitions at Ellis Partners LLC
Industry Real Estate
Experience
Ellis Partners LLC  January 2004 - Present
U.S. Trust   April 2002 - December 2003
Property Capital   July 2000 - January 2001
Arthur Andersen  May 1999 - June 2000
Ernst & Young LLP  1994 - 1997

Education
University of California, Berkeley, Haas School of Business   1997 — 1999
MBA

University of California, Los Angeles

Jeremy Breslin, CFA Jeremy Breslin, CFA Greater New York City Area Details
Jeremy Breslin, CFA's US Trust Experience October 2012 - Present
Job Vice President, Investment Strategist at U.S. Trust
Industry Investment Management
Experience
U.S. Trust   October 2012 - Present
US Trust   July 2006 - October 2012
AXA Advisors  April 2004 - May 2006

Skills
Asset Allocation, Mutual Funds, Financial Analysis, Investment Management, Investment Strategies, Factset, Morningstar, Bloomberg, Performance Attribution, Equities, Fixed Income, Equity Research, Equity Trading, Endowments, Foundations, Investments, Portfolio Management

Education
University of Oregon - Charles H. Lundquist College of Business   1999 — 2003
B.S., Business Adminstration

Central Catholic H.S.   1995 — 1999

Osgood David Osgood David Vero Beach, Florida Details
Osgood David's US Trust Experience March 2013 - Present
Job Senior Vice President, Private Client Advisor at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   March 2013 - Present
J.P. Morgan   December 2010 - March 2013
BNY Mellon  October 2008 - December 2010
Seacoast National Bank  2003 - 2008
AssetMark Investment Services  1996 - 2002
Synovus Trust Company  1995 - 1996
First Union Capital Management Group   1991 - 1996
Smith Barney, Harris Upham & Company, Inc.   1986 - 1991

Skills
Wealth Management, Private Banking, Portfolio Management, Alternative Investments, Registered Investment..., Management, Investment Strategies

Education
University of North Carolina at Chapel Hill   1982 — 1986
BA, Economics / Finance

Kevin Schultz, CIMA® Kevin Schultz, CIMA® Greater Minneapolis-St. Paul Area Details
Kevin Schultz, CIMA®'s US Trust Experience August 2013 - Present
Job Vice President, Portfolio Relationship Manager at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   August 2013 - Present
Minneapolis Portfolio Mgt Group   August 2008 - August 2013
UBS Financial  2006 - 2008
Ameriprise Financial  2003 - 2006

Skills
Investment Advisory, Retirement Planning, Asset Allocation, Wealth Management, Mutual Funds, Separately Managed...

Education
University of Minnesota Duluth   1987 — 1992
BS, Finance, Acct

Jeff Huybrecht Jeff Huybrecht Greater Minneapolis-St. Paul Area Details
Jeff Huybrecht's US Trust Experience April 2001 - July 2005
Job Northern Trust
Industry Investment Management
Experience
Northern Trust  July 2005 - Present
U.S. Trust   April 2001 - July 2005
Resource Companies   January 2000 - March 2001
US Bank  April 1997 - January 2000
Performark  November 1993 - April 1997

Education
University of Minnesota-Twin Cities   1988 — 1993
Bachelor, Speech Communication, Social Psychology

Randi Crowder Randi Crowder Dallas/Fort Worth Area Details
Randi Crowder's US Trust Experience October 2013 - Present
Job Administrative Specialist at U.S. Trust
Industry Public Relations and Communications
Experience
U.S. Trust   October 2013 - Present
Bank of America  January 2011 - October 2013
D Magazine  January 2009 - May 2009
2009 NABJ Student Multimedia Project   2009 - 2009
NT Daily  January 2007 - October 2008
Shelton Group  January 2008 - May 2008

Skills
Ap Style, Editing, InDesign, Research, Journalism, Blogging, Press Releases, Social Media, Photoshop, Proofreading, Advertising, Editorial

Education
University of North Texas   2005 — 2009
Bachelor of Arts (B.A.), Public Relations, minor: International Studies

Armin Cantini Armin Cantini Houston, Texas Area Details
Armin Cantini's US Trust Experience 2003 - 2008
Job Independent Public Relations and Communications Professional
Industry Public Relations and Communications
Experience
U.S. Trust   2003 - 2008

Skills
Crisis Communications, Strategic Communications, Community Development, Corporate Communications, Customer Service, Event Management, Event Planning, Marketing, Marketing Communications, Marketing Strategy, Media Relations, Nonprofits, Public Affairs, Public Relations, Publicity

Education
The University of Texas at Austin
Business Administration and Management, General

A.J. Krause A.J. Krause Naples, Florida Area Details
A.J. Krause's US Trust Experience June 2008 - August 2008
Job Case Design Analyst
Industry Insurance
Experience
Insurance Management Consultants   August 2011 - Present
U.S. Trust   June 2008 - August 2008
Wyeth  June 2007 - August 2007
Mosaic Wealth Management   February 2007 - April 2007

Education
University of Central Florida - College of Business Administration   2004 — 2009
BS, Finance

Matthew J. Canner Matthew J. Canner Greater New York City Area Details
Matthew J. Canner's US Trust Experience 1998 - 2004
Job Senior Private Client Advisor Wilmington Trust; former Vice President at Knight Capital Group
Industry Financial Services
Experience
WTC  2011 - Present
Knight Capital Group  2004 - 2011
U.S. Trust   1998 - 2004
Ernst & Young  1996 - 1998
Cowan Financial Group  1995 - 1996
Long Beach Lifeguard Patrol   1989 - 1996

Skills
Equities, Strategic Financial..., Finance, Asset Allocation, Entrepreneurship, Marketing Strategy, Estate Planning, Social Media Marketing, Series 7, Securities, Financial Advisory, Strategic Partnerships, Fixed Income, Series 63, Electronic Trading, Equity Trading, Trading

Education
University of Pennsylvania   1990 — 1994

Greg Weachock Greg Weachock Greater New York City Area Details
Greg Weachock's US Trust Experience October 2012 - Present
Job Vice President. Sr. Philanthropic Officer, U.S. Trust, Bank of America Private Wealth Managet
Industry Financial Services
Experience
U.S. Trust   October 2012 - Present
Morgan Stanley  June 2011 - September 2012
Bank of America Merrill Lynch  June 2010 - July 2011
Amerivent   June 2009 - June 2010
Merrill Lynch  May 2007 - May 2009
Bank of New York Mellon  September 2006 - May 2007
Merrill Lynch  July 2002 - September 2006
Bessemer Trust  October 1995 - June 2002
Princeton Bank & Trust   December 1993 - September 1995

Skills
Series 7, Trust Services, Securities, Equities, Mutual Funds, High Net Worth..., Asset Allocation, Wealth Management..., Risk Management, Accounting, Relationship Management, Trust Management, Private Banking, Trusts, Financial Services

Education
Montclair State University   1997 — 2001
MBA, Business Administration/Accounting

University of Delaware   1989 — 1993
BSBA, Finance

Cyndi Massad Cyndi Massad Richmond, Virginia Area Details
Cyndi Massad's US Trust Experience Wealth StrategistGenSpring Family Offices2005 - 2008
Job Private client advisor at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   Wealth StrategistGenSpring Family Offices2005 - 2008
Wachovia, A Wells Fargo Company  June 1999 - November 2005
Wachovia, A Wells Fargo Company  June 1987 - June 1999

Education
University of Richmond - Robins School of Business   1974 — 1978
BSBA, Finance and Marketing

James Frawley James Frawley Greater New York City Area Details
James Frawley's US Trust Experience July 2015 - Present
Job AVP, Portfolio Manager at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   July 2015 - Present
U.S. Trust   August 2014 - July 2015
US Trust   September 2008 - August 2014

Skills
Wealth Management, Portfolio Management, Fixed Income, Investments, Equities, Alternative Investments, Asset Management, Bloomberg, Mutual Funds, Investment Strategies, Factset, Tangible Assets, ETFs, Wealth Management..., Investment Advisory

Education
New York University - Leonard N. Stern School of Business   2014 — 2016
Master of Business Administration (MBA), Finance, General

Trinity College-Hartford   2004 — 2008
Bachelor of Arts (BA), British History with Honors

Yani Lee Yani Lee Greater New York City Area Details
Yani Lee's US Trust Experience June 2004 - March 2006
Job Portfolio Officer at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  March 2006 - Present
U.S. Trust   June 2004 - March 2006
JPMorgan Chase  1989 - 2004

Skills
Portfolio Management, Equities, Fixed Income, Asset Management, Banking, Financial Modeling, Derivatives

Education
New York University - Leonard N. Stern School of Business   1992 — 1996
Master of Business Administration (MBA), Finance, General

Trinity College-Hartford   1985 — 1989
Bachelor of Arts (BA), Economics

Gillian Howell Gillian Howell Hartford, Connecticut Area Details
Gillian Howell's US Trust Experience March 2011 - March 2013
Job Managing Director National Philanthropic Executive at U.S. Trust
Industry Banking
Experience
U.S. Trust   March 2011 - March 2013

Skills
Philanthropy, Wealth Management, Leadership, Wealth Management..., Institutional Sales, Sales Management, Donor Development, Donor Advised Funds, Endowments, Private Banking, High Net Worth..., Private Foundations, Donor Solicitation, Donor Engagement, Grant Administration, Investment Advisory, Banking, Investments, Portfolio Management, Asset Management, Credit, Risk Management, Mutual Funds, Alternative Investments, Asset Allocation, Grant Writing, Grant Preparation, Management, Financial Services, Strategy, Finance, Investment Management, Strategic Planning

Education
University College Cork   1982 — 1986
Bachelor's Degree, History & Sociology

Stephen Grimm Stephen Grimm Fallbrook, California Details
Stephen Grimm's US Trust Experience August 2007 - July 2014
Job Investment Strategist
Industry Investment Management
Experience
U.S. Trust   August 2007 - July 2014
BNY Mellon  August 2006 - September 2007
First American Trust, FSB  2000 - 2006

Skills
Asset Allocation, Portfolio Management, Retirement Planning, Estate Planning, Wealth Management, Investment Strategies, Investment Management, Alternative Investments

Education
University of Michigan

Suzanne Elkins Suzanne Elkins Greater New York City Area Details
Suzanne Elkins's US Trust Experience January 2010 - Present
Job Investment Products & Solutions Executive at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   January 2010 - Present
Merrill Lynch Trust   July 2002 - January 2010
Office of Thrift Supervision  1989 - 2002
Federal Home Loan Bank of San Francisco  1988 - 1989

Skills
Wealth Management, Trust Services, Alternative Investments, Series 7, Investments, Portfolio Management, Fixed Income, Mutual Funds, Asset Managment, Asset Allocation, Asset Management, Equities, High Net Worth..., Series 63, Investment Advisory, Estate Planning, Investment Management, Securities

Education
University of California, Los Angeles - School of Law
JD

University of Redlands
B.A., British Literature & Government

Dwight Fischer Dwight Fischer Washington D.C. Metro Area Details
Dwight Fischer's US Trust Experience 2000 - 2009
Job Principal MetroNet
Industry Telecommunications
Experience
MetroNet  December 2013 - Present
LSi Media   September 2013 - Present
Lore  September 2010 - Present
U.S. Trust   2000 - 2009

Skills
Program Management, Management Consulting, Strategic Planning, Strategy, Management, Business Development, CRM, Start-ups

Education
University of Missouri-Columbia   1982 — 1992
Bachelor of Science (B.S.), Agriculture

University of Missouri-Columbia

Timothy Larson Timothy Larson San Francisco, California Details
Timothy Larson's US Trust Experience November 2011 - October 2012
Job
Industry Real Estate
Experience
Asseta   September 2013 - December 2014
Largon   December 2012 - July 2013
US Trust   November 2011 - October 2012
U.S. Trust   August 2010 - November 2011
Oarsmen Catering   June 2008 - July 2011
US Trust   June 2010 - August 2010
Deutsche Bank  December 2009 - January 2010

Education
University of California, Berkeley   2006 — 2010
Bachelor's degree

St. Ignatius College Prep

James Robert Colabelli James Robert Colabelli Greater Los Angeles Area Details
James Robert Colabelli's US Trust Experience February 2015 - Present
Job Portfolio Manager at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   February 2015 - Present
US Trust   July 2012 - February 2015
Merrill Lynch  July 2010 - July 2012
AXA  September 2007 - June 2010

Skills
Portfolio Management, Financial Analysis, Investments, Series 7, Asset Allocation, Wealth Management, Investment Strategies, Insurance, Mutual Funds, Securities, Investment Advisory, Financial Services

Education
University of Maryland College Park   2004 — 2007
Economics

James M. Fanelli, II James M. Fanelli, II Miami/Fort Lauderdale Area Details
James M. Fanelli, II's US Trust Experience August 2007 - December 2013
Job Director
Industry Investment Management
Experience
MorganStreet Investment Advisors   January 2014 - Present
U.S. Trust   August 2007 - December 2013
Wells Fargo Advisors  January 1989 - August 2007

Skills
Wealth Management, Investments, Banking, Alternative Investments, Asset Allocation, Portfolio Management, Asset Management, Series 7, Equities, Hedge Funds, Fixed Income, Investment Management, Mutual Funds, Investment Strategies, Investment Advisory, Wealth Management..., Securities, Capital Markets, Bloomberg, Series 63, Equity Research, High Net Worth...

Education
College of Financial Planning   2001 — 2002
Certified Financial Planning, CFP, ADPA

University of Miami   1982 — 1986
BBA, Finance

Keith Al-Chokhachy Keith Al-Chokhachy Greater Philadelphia Area Details
Keith Al-Chokhachy's US Trust Experience February 2015 - Present
Job Trust Officer / Assistant Vice President / Bank of America / US Trust
Industry Financial Services
Experience
U.S. Trust   February 2015 - Present
n/a  June 2010 - Present
Wilmington Trust  October 2013 - February 2015
PNC Investments  September 2011 - October 2013
JPMorgan  2001 - 2008

Skills
Retirement Planning, Investments, Wealth Management, Portfolio Management, Asset Allocation, Securities, Asset Management, Financial Services, Series 7, Retirement, Series 63, Series 65, Estate Planning, Mutual Funds, Strategic Financial..., Fixed Annuities

Education
University of Delaware   2008 — 2009
Certificate, Certified Financial Planner(tm)

Wilmington University   2002 — 2006
Bachelor, Business Management

Stella K. Peters, CFA Stella K. Peters, CFA Greater Atlanta Area Details
Stella K. Peters, CFA's US Trust Experience December 1998 - Present
Job Portfolio Manager at US Trust
Industry Financial Services
Experience
U.S. Trust   December 1998 - Present
SouthTrust Bank  1992 - 1998

Skills
Wealth Management, Asset Allocation, Investment Strategies, Asset Managment, Investment Advisory, Fixed Income, Mutual Funds, Portfolio Management, Equities, Bonds, Securities, Investment Management, Relationship Management, Wealth Management..., Risk Management, Asset Management

Education
University of Georgia - Terry College of Business
BBA, Finance

Joshua Glaser Joshua Glaser Miami/Fort Lauderdale Area Details
Joshua Glaser's US Trust Experience May 2014 - Present
Job Wealth Strategies Analyst at U.S. Trust
Industry Law Practice
Experience
U.S. Trust   May 2014 - Present
Abraham, Fruchter & Twersky, LLP   January 2012 - May 2012
Hon. Paul G. Feinman   August 2011 - December 2011
New York College of Podiatric Medicine  June 2011 - August 2011
Law Offices of Lilli Marder   June 2010 - August 2010
Rothstein Kass  October 2008 - August 2009

Education
University of Miami School of Law   2012 — 2013
Master of Laws (LLM), Taxation

Touro College Jacob D. Fuchsberg Law Center   2009 — 2012
Doctor of Law (JD)

Yeshiva University   2005 — 2008
B.S., Accounting

Dhruv Toolsidas, CFA Dhruv Toolsidas, CFA New York, New York Details
Dhruv Toolsidas, CFA's US Trust Experience 2003 - 2007
Job Portfolio Manager at Columbia Management
Industry Financial Services
Experience
Columbia Management  2007 - Present
U.S. Trust   2003 - 2007
Cascade Technologies   January 1994 - May 2000

Skills
Equities, Asset Management, Alternative Investments

Education
New York University - Leonard N. Stern School of Business   2000 — 2002
MBA, Finance & Statistics

Bombay University   1991 — 1993
M.Sc., Computer Science

St. Xavier's College, Bombay   1988 — 1991
B.Sc., Mathematics

Christopher Papa, CFA Christopher Papa, CFA Greater New York City Area Details
Christopher Papa, CFA's US Trust Experience October 1997 - Present
Job Managing Director at U.S. Trust
Industry Investment Management
Experience
U.S. Trust   October 1997 - Present

Education
University of Bridgeport   1981 — 1985
BS, Finance

Jason Mastronardi Jason Mastronardi Greater New York City Area Details
Jason Mastronardi's US Trust Experience August 2014 - Present
Job Portfolio Management Associate at US Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
U.S. Trust   August 2014 - Present
U.S. Trust / Bank of America   July 2012 - August 2014
BP Air Conditioning   January 2012 - July 2012
Jetmore Fireplace Center   May 2007 - December 2011
Vyapar Capital Market Partners LLC   January 2009 - January 2009

Skills
Excel, Outlook, PowerPoint, Access, Word, Microsoft Dynamics, Adobe Acrobat, Adobe Professional, Factset, Microsoft Excel

Education
Robert H. Smith School of Business   2007 — 2011
Bachelor of Science, Finance

University of Maryland College Park   2007 — 2011
Bachelor of Arts, Finance

Alicia Barrett Alicia Barrett Washington D.C. Metro Area Details
Alicia Barrett's US Trust Experience June 2013 - January 2015
Job Community Foundation for the National Capital Region
Industry Philanthropy
Experience
Community Foundation in Prince George's County   January 2015 - Present
U.S. Trust   June 2013 - January 2015
Center on Budget and Policy Priorities  September 2012 - June 2013
District Office of U.S. Representative Karen Bass   June 2011 - September 2011

Education
University of California, Irvine

Cathy Meeks Cathy Meeks Saint Louis, Missouri Details
Cathy Meeks's US Trust Experience December 2009 - Present
Job Sr. VP, US Trust Bank of America at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   December 2009 - Present
US Bank  1990 - 2009

Skills
Trust Services, Private Wealth..., Wealth Management, Wealth Transfer

Education
University of Evansville   1982 — 1985
Bachelor of Science, Legal Administration

University of Missouri St. Louis   1982 — 1985
MBA

Robin Williams Robin Williams Jacksonville, Florida Area Details
Robin Williams's US Trust Experience November 2009 - Present
Job Managing Director and Reg. Trust Exec. at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   November 2009 - Present
Merrill Lynch  November 2001 - November 2009
Fleet Financial Group, Inc.   1992 - 2000

Skills
Wealth Management

Education
New Hampshire College
MBA

Institute for Civic Leadership
Collaborative Leadership

University of New Hampshire
Bachelor of Science

William Madeira William Madeira Philadelphia, Pennsylvania Details
William Madeira's US Trust Experience 2009 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Glenmede  May 2012 - Present
U.S. Trust   2009 - 2012
Vanguard  October 2008 - June 2009

Skills
Equities, Trading

Education
Trinity College-Hartford   2004 — 2008
Bachelor's degree, History

Will Boisseau Will Boisseau Providence, Rhode Island Area Details
Will Boisseau's US Trust Experience November 2014 - Present
Job Portfolio Management Assistant at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   November 2014 - Present
Santander Bank, N.A.   July 2012 - October 2014

Skills
Credit Risk, Banking, Retail Banking, Portfolio Management, Commercial Banking, Credit Analysis, Consumer Lending, Credit, Loans

Education
University of Rhode Island   2007 — 2012
Bachelor of Science (BS), Applied M

Anju Shori Anju Shori Fort Worth, Texas Details
Anju Shori's US Trust Experience January 2013 - June 2014
Job Senior Operations Administrator at TPG Capital
Industry Financial Services
Experience
TPG Capital  June 2014 - Present
U.S. Trust   January 2013 - June 2014
US Trust   February 2011 - January 2013
US Trust   January 2010 - February 2011
Bank of America  October 2007 - January 2010
Bank of America  April 2006 - October 2007
Country Day School of Arlington  2000 - 2007

Skills
Wealth Management, Portfolio Management, Banking, Sales

Education
The University of Texas at Arlington   2006 — 2011
Bachelor of Science, University Studies; Business, Physical Science, Social Science

Kyle Grest Kyle Grest San Antonio, Texas Details
Kyle Grest's US Trust Experience May 2014 - Present
Job Portfolio Manager at U.S. Trust
Industry Investment Management
Experience
U.S. Trust   May 2014 - Present
U.S. Trust   July 2013 - May 2014
AXA Advisors  December 2011 - June 2013
IES Abroad  June 2009 - June 2011

Skills
Investments, Asset Allocation, Risk Management, Financial Analysis, Financial Modeling, Finance, Equities, Fixed Income

Education
Universität Wien / University of Vienna   2009 — 2012
Economics

Trinity University   2005 — 2009
Bachelor of Arts (B.A.), Economics

Edmond J. Harrison Edmond J. Harrison Short Hills, New Jersey Details
Edmond J. Harrison's US Trust Experience 2014 - Present
Job CSSO at U.S. Trust
Industry International Affairs
Experience
U.S. Trust   2014 - Present
North Carolina Symphony  August 2013 - Present
Charles Mo & Company   June 2013 - Present
UBS  June 2012 - August 2012
Leahey and Johnson  June 2011 - August 2011

Education
UNC Chapel Hill   2010 — 2014
Bachelor of Arts in Peace War and Defense, Bachelor of Music

Millburn High School

Jay Jamison Jay Jamison Hendersonville, Tennessee Details
Jay Jamison's US Trust Experience April 2009 - December 2014
Job Wealth Management, Medical Speciality
Industry Financial Services
Experience
SunTrust  January 2015 - Present
U.S. Trust   April 2009 - December 2014
Bank of America  May 2005 - April 2009
Merrill Lynch  May 2004 - April 2005
A. O. Smith   July 2000 - April 2004
US Navy  October 1992 - February 2000
US Navy  June 1990 - October 1992

Skills
Leadership, Banking, Strategy, Management, Team Leadership, Navy, Credit, Financial Analysis, Strategic Planning, Data Analysis, Team Management, Wealth Management, Loans, Mortgage Lending, Business Process..., Cross-functional Team..., Organizational..., Business Strategy, Sports Coaching, Project Management

Education
The College of William and Mary   1998 — 1999
MBA

US Naval Academy   1986 — 1990
BS, Engineering

Father Ryan   1983 — 1986

Cass Palmer Cass Palmer Greater New York City Area Details
Cass Palmer's US Trust Experience January 2001 - Present
Job Business Support Manager at U.S. Trust
Industry Banking
Experience
U.S. Trust   January 2001 - Present
GE Capital  December 1999 - January 2001
PaineWebber  December 1999 - December 2000

Skills
Project Management, Management, Team Management, Business Analysis, Microsoft Office, Strategic Planning, Process Improvement, Microsoft Excel, Event Management, Finance, Human Resources, Leadership, Risk Management, Vendor Management, Banking, Asset Management, Fixed Income, New Business Development

Education
University of Richmond   1991 — 1995
Bachelor of Science, Business Administration and Management, General

Emily Ure Emily Ure Seattle, Washington Details
Emily Ure's US Trust Experience April 2014 - Present
Job
Industry Financial Services
Experience
U.S. Trust   April 2014 - Present
United States Peace Corps  April 2011 - June 2013

Skills
International..., Environmental Education, Community Development, Community Outreach, NGOs, Nonprofits, Microsoft Excel, Asset Allocation, Portfolio Management, Capacity Building, Sustainable Development, Fundraising, Sustainability, Spanish, Grant Writing, Youth Development, Environmental Awareness, Intercultural..., International Relations, Community Organizing, Volunteer Management

Education
UCLA   2008 — 2010
B.A. Geography/Environmental Studies

Erica Tyree Erica Tyree Chicago, Illinois Details
Erica Tyree's US Trust Experience July 2015 - Present
Job VP; Sr. Project Manager at U.S. Trust
Industry Banking
Experience
U.S. Trust   July 2015 - Present
U.S. Trust   December 2014 - July 2015
Bank of America  June 2013 - December 2014
Bank of America  November 2009 - June 2013
Bank of America  September 2006 - November 2009

Skills
Banking, Commercial Lending, Credit, Loans, Retail Banking, Consumer Lending, Mortgage Lending, Relationship Management, Small Business Lending, Credit Analysis

Education
University of North Texas   2000 — 2003
Bachelor of Business Administration (B.B.A.), Economics

Ted Ellsworth Ted Ellsworth Katy, Texas Details
Ted Ellsworth's US Trust Experience 1996 - 2007
Job Private Wealth Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  May 2007 - Present
U.S. Trust   1996 - 2007
First City Bank Medical Center   1987 - 1992

Skills
Investment Management, Personal Financial..., Retirement Planning, Estate Planning, Wealth Transfer..., Wealth Structuring, Concentrated Stock...

Education
University of Houston, C.T. Bauer College of Business   1971 — 1973
MBA - Finance

University of Houston   1964 — 1970
Bachelor's Degree, Electrical Engineering

Eric Revell, CFA Eric Revell, CFA Greensboro, North Carolina Details
Eric Revell, CFA's US Trust Experience August 2007 - Present
Job Portfolio Manager at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   August 2007 - Present

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

Education
Wake Forest University   2001 — 2003
Master of Business Administration (MBA)

University of North Carolina at Chapel Hill
Bachelor of Arts (BA), Psychology

Peter C. Hitt Peter C. Hitt Baltimore, Maryland Details
Peter C. Hitt's US Trust Experience November 2006 - August 2015
Job Chairman, The Aethena Group
Industry Education Management
Experience
The Aethena Group, LLC   February 2011 - Present
U.S. Trust   November 2006 - August 2015

Skills
Visioning and Strategic..., Business Leadership and..., Family Office..., Transition Planning and..., Cross-functional Team..., Balance Sheet Management, Risk Management, Banking, Program Management, Customer Service, Public Speaking

Education
Tulane University   1970 — 1974

Westminster School   1966 — 1970

Carrie Powers Carrie Powers Greater Boston Area Details
Carrie Powers's US Trust Experience April 2014 - Present
Job Fully Licensed Securities Supervision and Compliance Manager Relocating to Boston, MA
Industry Investment Management
Experience
U.S. Trust   April 2014 - Present
Bank of America  June 2012 - April 2014
Bank of America Merrill Lynch  July 2006 - June 2012
Bank of America Merrill Lynch  July 2005 - July 2006
Bank of America Merrill Lynch  July 2000 - July 2005

Skills
Management, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training, Regulatory Supervision..., Microsoft Office, Series 7, Series 24, Series 63, Series 65, Series 4, Series 53

Education
University of North Carolina at Charlotte   2002 — 2004
Master of Business Administration (M.B.A.)

James G Brown James G Brown Cary, North Carolina Details
James G Brown's US Trust Experience 1997 - 2014
Job Retired Investment Advisor
Industry Investment Management
Experience
Cherry Hill Capital Management   June 2014 - April 2015
U.S. Trust   1997 - 2014
Foreside Capital Advisors   1993 - 1997
Key Trust Company of Maine   1981 - 1993
Tucker, Anthony & R.L. Day   1980 - 1981
James G Brown & Company   1977 - 1980
Blyth Eastman Dillon & Company, Inc.   1967 - 1977

Skills
Investments, Portfolio Management, Asset Management, Equities, Financial Analysis, Finance, Wealth Management, Mutual Funds, Management, Risk Management, Fixed Income, Financial Planning, Business Strategy, Investment Strategies, Asset Allocation, Alternative Investments, Microsoft Excel, Customer Service, Valuation

Education
University of Michigan

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