US Trust
U.S. Trust, Bank of America Private Wealth Management was founded in 1853 as the United States Trust Company of New York. It operated independently until 2000, when it was acquired by Charles Schwab, and Co., and subsequently was sold to, and became a subsidiary of, Bank of America in 2007. Acquisition date: 20 November 2006 Parent organizations: Bank of America, Bank of America, National Association Subsidiaries: U.S. Trust Co. of New York,
US Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at US Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
US Trust Salaries. You can even request information on how much does US Trust pay if you want to. Learn about salaries, pros and cons of working for US Trust directly from the past employees.
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1,967 US Trust employees in database. Find out everything there's to know about US Trust employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
US Trust Employees
U.S. Trust 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
U.S. Trust September 1999 - Present
Education
University of North Carolina at Chapel Hill
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
U.S. Trust October 1997 - Present
Education
University of Bridgeport 1981 — 1985
BS, Finance
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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