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.
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US Trust Employees
U.S. Trust January 2015 - Present
Bruce M. Douthit and Associates February 2014 - September 2014
University of San Diego Federal Tax Clinic June 2013 - August 2013
Jack in the Box January 2013 - May 2013
Los Angeles City Attorney June 2012 - August 2012
Skills
Legal Research, Social Media, Legal Writing, Lexis, PowerPoint, Public Speaking, Westlaw, Legal Assistance, Marketing, Outlook, Microsoft Word, Corporate Law, Courts, Corporate Governance
Education
University of San Diego School of Law 2011 — 2014
JD, Law
University of Washington 2006 — 2010
BA, Economics, Psychology
Palos Verdes High School 2002 — 2006
U.S. Trust June 2015 - Present
LPL Financial 2010 - 2013
Morgan Stanley 2007 - 2010
Enterprise Rent-A-Car 2005 - 2007
Skills
Wealth Management, Management, Financial Analysis, Investments, Portfolio Management, Finance, Equities, Project Management, Series 7, Strategy, Financial Planning, Strategic Planning, Valuation
Education
Washington University in St. Louis - Olin Business School 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
University of Southern California 2001 — 2005
Bachelor of Science (BS), Business Administration, Finance
St Louis Priory High School 1995 — 2001
U.S. Trust July 2015 - Present
PNC Wealth Management October 2013 - July 2015
Brown Advisory June 2011 - February 2013
FTI Consulting May 2009 - August 2009
T. Rowe Price May 2008 - August 2008
T. Rowe Price May 2007 - August 2007
Skills
Sales, Financial Analysis, Analysis, Finance, Risk Management, Financial Modeling, Valuation, Marketing, Microsoft Excel
Education
Loyola Blakefield
University of South Carolina - The Moore School of Business
Bachelor of Science (B.S.), Business/Managerial Economics
U.S. Trust March 2015 - Present
U.S. Trust June 2014 - March 2015
Stratton & Reynolds May 2013 - May 2014
Supreme Court Disciplinary Counsel of South Carolina May 2012 - August 2012
Vanderbilt University October 2009 - April 2011
Vanderbilt University June 2009 - August 2009
Dennis Corporation October 2007 - May 2009
Skills
Estate Planning, Wills, Legal Writing, Trusts, Marketing, Microsoft Office
Education
University of South Carolina School of Law 2011 — 2014
Juris Doctor (J.D.), Law
University of South Carolina-Columbia 2005 — 2009
Bachelor of Business Administration (B.B.A.), Marketing
J.P. Morgan 2014 - Present
U.S. Trust February 2008 - November 2013
Merrill Lynch, Pierce, Fenner & Smith Incorporated 2008 - 2013
Bank of America 2008 - 2013
Wells Fargo Advisors May 2007 - February 2008
Wells Fargo November 2006 - February 2008
Skills
Strategic Financial..., Real Estate Financing, Mortgage Lending, Credit Negotiations, Secured Financing, Risk Assessment, Investment Properties, Credit Risk, Relationship Management, Mortgage Modification, Refinancings, Mortgage Underwriting, Mortgage Servicing, Real Estate Transactions, Construction Finance, Unsecured Loans, Private Banking, Securities, Securities Lending, Securities License, Trading, Bonds, Equities, Banking Solutions, Financial Structuring, Asset Managment, Wealth Management, Fiduciary Services, Wealth Accumulation..., Wealth Preservation..., Investment Strategies, Investment Management, Asset Management
Education
University of Southern California 2002 — 2006
Bachelor of Arts (B.A.), Political Science
University of Southern California 2002 — 2006
Academic Minor, Marketing & Advertising
Sheldon High School
U.S. Trust October 2011 - Present
Wells Fargo 2007 - 2011
Greater Bay Bank 1997 - 2007
University National Bank 1987 - 1997
Skills
Wealth Management..., Private Banking, Trust Services, Estate Planning, Wealth Management, Wealth, High Net Worth..., Investment Advisory, Estate Tax Planning, Asset Allocation, Banking, Hedge Funds, Alternative Investments, Investment Management, Retirement Planning, Portfolio Management, Investment Strategies
Education
University of San Francisco
Bachelors, Economics
U.S. Trust 2002 - Present
Merrill Lynch Trust Company 1998 - 2002
Barnett Banks Trust Company 1991 - 1998
Southeast Bank 1981 - 1991
Skills
Wealth Management, Wealth Management..., Financial Advisory, Estate Planning, Asset Allocation, Asset Management, High Net Worth..., Trusts, Fiduciary Services, Private Banking, Investment Advisory, Fiduciary, Investments, Trust Services, Certified Financial..., Financial Planning, Finance, Portfolio Management
Education
University of South Florida - College of Business Administration
Finance
J.P. Morgan Private Bank September 2013 - Present
U.S. Trust February 2012 - September 2013
U.S. Department of Justice May 2009 - August 2009
Skills
Personal Financial..., Wealth Management, Estate Planning, Private Banking, Investment Management, Wealth Preservation..., Executive Compensation..., Multi-generational..., Banking Services, Trust Services, Philanthropy, Series 7, Series 63
Education
Washington University in St. Louis School of Law 2010 — 2011
LL.M, Tax
Washington University in St. Louis School of Law 2007 — 2010
J.D.
University of Southern California 2003 — 2007
B.A.
Duff & Phelps September 2014 - Present
STORE Capital April 2014 - September 2014
U.S. Trust June 2013 - August 2013
Common Bond Capital Partners LLC September 2012 - March 2013
Aspire Financial LLC June 2012 - August 2012
Cassidy Turley May 2011 - August 2011
Skills
Investments, Accounting, Financial Analysis, Financial Modeling
Education
University of San Diego 2010 — 2014
BA, Economics, (Summa Cum Laude)
Wells Fargo December 2013 - Present
St. Barnabas Senior Services January 2013 - Present
Korean American Coalition January 2012 - Present
U.S. Trust 2004 - November 2013
Bank of America 2002 - 2004
California Bank & Trust 2000 - 2002
Wells Fargo 1995 - 1998
Wells Fargo Bank 1992 - 1995
Skills
Loans, Series 7, Banking, Investments, Wealth Management, Portfolio Management, Asset Management, Strategic Financial..., Commercial Banking, Credit, Mortgage Lending, Asset Allocation
Education
University of Southern California 1988 — 1992
BS, psychology
U.S. Trust August 2015 - Present
Bank of America August 2014 - August 2015
U.S. Trust February 2007 - August 2014
Bank of America October 2002 - February 2007
The Health Nut Natural Foods, Inc. October 1999 - October 2002
Skills
Banking, Credit, Loans, Mortgage Lending, Credit Risk, Financial Analysis, Financial Risk, Risk Management, Cash Management, Consumer Lending, Small Business Lending, Credit Cards, Finance, Wealth Management, Operational Risk
Education
University of South Florida 2011 — 2013
Master of Business Administration (M.B.A.)
University of South Florida 2005 — 2008
BA, Literature, Writing, Theory
U.S. Trust June 2015 - Present
Reiter Affiliated Companies September 2006 - June 2014
Reiter Brothers Inc. March 2006 - August 2006
Reiter Brothers Inc. July 2005 - February 2006
Jertberg Strawberries Inc August 2003 - July 2005
Skills
Agriculture, Farms, Microsoft Office, Agribusiness, Forecasting, Analysis, Budgets, Process Improvement, Strategic Planning, Team Building, Operations Management, Change Management, Team Leadership, Business Planning, Business Strategy, Management
Education
University of San Diego 1998 — 2002
Bachelor of Arts (B.A.), Psychology
U.S. Trust 2007 - Present
U.S. Trust 1999 - 2011
Southern Optical Company 1998 - 1999
Southern Optical Company 1996 - 1998
Lighthouse Financial Corporation 1993 - 1996
Emerson Power Transmission 1989 - 1992
Ogilvy & Mather 1985 - 1989
United Brands Company 1983 - 1985
Peat Marwick 1982 - 1983
Education
University of Scranton
Bachelor's Degree, Accounting, Cum Laude
U.S. Trust 1990 - Present
Education
University of South Florida 1983 — 1985
Bachelor’s Degree, Accounting