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,

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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
Jesse Lee Livingston Jesse Lee Livingston Greater Los Angeles Area Details
Jesse Lee Livingston's US Trust Experience January 2015 - Present
Job Wealth Strategies Analyst
Industry Financial Services
Experience
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

Andrew Rice, CFA Andrew Rice, CFA Saint Louis, Missouri Details
Andrew Rice, CFA'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
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

Sheridan Fields Sheridan Fields Baltimore, Maryland Details
Sheridan Fields's US Trust Experience July 2015 - Present
Job Leads Analyst at U.S. Trust
Industry Financial Services
Experience
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

Asher Hannah Asher Hannah Atlanta, Georgia Details
Asher Hannah's US Trust Experience March 2015 - Present
Job Trust Officer U.S. Trust, Bank of America
Industry Financial Services
Experience
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

Molly L. McHugh Molly L. McHugh Los Angeles, California Details
Molly L. McHugh's US Trust Experience February 2008 - November 2013
Job Capital Advisory at J.P. Morgan
Industry Banking
Experience
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

Caryl Gartzke - Checklenis Caryl Gartzke - Checklenis San Francisco Bay Area Details
Caryl Gartzke - Checklenis's US Trust Experience October 2011 - Present
Job Senior Vice President and Sr. Trust Officer at U.S. Trust
Industry Financial Services
Experience
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

Paul W. Weigel Paul W. Weigel Miami/Fort Lauderdale Area Details
Paul W. Weigel's US Trust Experience 2002 - Present
Job Managing Director / Regional Trust Executive U.S. Trust
Industry Financial Services
Experience
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

Allen Injijian Allen Injijian Greater St. Louis Area Details
Allen Injijian's US Trust Experience February 2012 - September 2013
Job Banker Associate at J.P. Morgan
Industry Financial Services
Experience
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.

David Lawless David Lawless Los Angeles, California Details
David Lawless's US Trust Experience June 2013 - August 2013
Job Investment Banking Analyst at Duff & Phelps
Industry Investment Banking
Experience
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)

Susie J. Oh Susie J. Oh Greater Los Angeles Area Details
Susie J. Oh's US Trust Experience 2004 - November 2013
Job Sr. Private Banker, Wells Fargo Private Bank
Industry Banking
Experience
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

Denelle Overman Denelle Overman Tampa/St. Petersburg, Florida Area Details
Denelle Overman's US Trust Experience August 2015 - Present
Job MBA, CFA candidate
Industry Financial Services
Experience
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

Ben Jertberg Ben Jertberg Greater Los Angeles Area Details
Ben Jertberg's US Trust Experience June 2015 - Present
Job Vice President Specialty Asset Manager at U.S. Trust
Industry Farming
Experience
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

Mary Jo O'Malley, CTFA Mary Jo O'Malley, CTFA Greensboro, North Carolina Details
Mary Jo O'Malley, CTFA's US Trust Experience 2007 - Present
Job Trust Administrative Officer at US Trust
Industry Financial Services
Experience
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

Patty McDonough Patty McDonough Saint Petersburg, Florida Details
Patty McDonough's US Trust Experience 1990 - Present
Job ESS Market Director/Senior Vice President at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   1990 - Present

Education
University of South Florida   1983 — 1985
Bachelor’s Degree, Accounting

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