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
Bel Brands USA November 2014 - Present
Walgreens January 2013 - November 2014
Walgreens August 2012 - January 2013
Thomson Reuters June 2011 - August 2011
Synovate April 2010 - July 2010
Synovate November 2007 - July 2010
US Trust 2005 - 2007
Skills
Business Development, CRM, Strategy, Segmentation, Cross-functional Team..., Management, Market Research, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA
College of the Holy Cross 2001 — 2005
BA, Political Science
US Trust July 2011 - Present
Education
Campbell University 2010 — 2011
MBA
Campbell University 2006 — 2011
BBA, Trust & Wealth Management
Equifax May 2005 - March 2010
American Express June 1999 - May 2005
PRICEWATERHOUSECOOPERS September 1997 - June 1999
US Trust February 1994 - September 1997
Skills
Human Resources, PeopleSoft, Office Management, Project Management, Recruiting, Interviews, Customer Service, Access, Software Documentation, Training, Business Analysis, Leadership, Visio, Deferred Compensation, Outsourcing, Process Improvement, PowerPoint, Management
Education
Clayton State University 2010 — 2013
Bachelor's of Science
University of Phoenix 2006 — 2007
MBA
University of Phoenix 2002 — 2005
Bachelor's of Science Degree
Cornell University 2000 — 2001
John Dewey High School 1986 — 1990
US Trust May 2011 - Present
BNY Mellon September 2009 - June 2011
Bank of New York Mellon September 2007 - September 2009
Executive Press Office of Massachuettes Governor Mitt Romney May 2006 - January 2007
Skills
Fixed Income, Asset Managment, Bloomberg, Bonds, Trading
Education
Duke University - The Fuqua School of Business 2013 — 2014
Master of Business Administration (MBA), Cross Continent MBA Program
Connecticut College 2003 — 2007
B.A., Government
Wells Fargo June 2015 - Present
U.S. Trust September 2009 - June 2015
US Trust May 2008 - August 2008
Bank of America May 2007 - August 2007
Wachovia June 2006 - August 2006
Skills
Wealth Management
Education
Campbell University 2004 — 2009
MBA, BBA Trust and Wealth Management, Business
Robeco Investment Management 2002 - Present
US Trust September 1998 - August 2002
U.S. Trust Company of New York 1998 - 2002
Lazard Asset Management 1994 - 1998
Education
Clemson University 1992 — 1994
MBA
Clemson University - College of Business and Behavioral Science 1992 — 1994
MBA, Business Administration
Iona College 1988 — 1992
BBA
Macoma Capital Group May 2014 - Present
Brooks, Houghton & Company, Inc. June 2013 - August 2013
Blue Heron Capital March 2013 - May 2013
US Trust February 2008 - June 2012
PBM Products September 2007 - February 2008
Skills
Venture Capital, Valuation, Investment Banking, Financial Analysis, Equity Research, Management, Project Management, Business Strategy, Strategic Planning, Leadership
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Lynchburg College 2003 — 2007
BS, Economics
St. Anne's-Belfield School 1994 — 2003
JPMorgan Chase April 2011 - Present
JPMorgan Chase September 1995 - Present
JPMorgan 1995 - 2007
US Trust 1984 - 1995
Dartmouth College 1980 - 1982
Skills
Product Management, Fixed Income, Risk Management, Global Custody, Financial Markets, Business Development, Securities, Investments, Equities, Financial Services, Portfolio Management, Banking, Product Development, CRM, Insurance, Derivatives, Capital Markets, Asset Management, Hedge Funds, Mutual Funds, Alternative Investments, Bloomberg, Middle Office, Money Market, Bonds, FX Options, Investment Banking
Education
Colby College 1976 — 1980
BA, Economics
Lebanon High School
AJ Wealth Strategies, LLC June 2013 - Present
Campbell University August 2012 - May 2013
US Trust June 2012 - August 2012
US Trust June 2011 - August 2011
The Fidelity Bank June 2010 - December 2010
Skills
Budgets, Customer Service, Management, Team Building, Wealth Management, Estate Planning, Strategic Financial..., Investments, Trust Management, Financial Analysis, Finance
Education
Campbell University 2012 — 2013
Master of Business Administration (M.B.A.)
Campbell University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Trust and Wealth Management
Charles Schwab Bank November 2012 - Present
JPMorgan June 2010 - November 2012
US Trust June 2009 - August 2009
Campbell University August 2006 - June 2009
US Trust- Bank of America June 2008 - August 2008
Skills
Wealth Management, Wills, MBA, GST, Asset Allocation, Investment Advisory, Estate Planning, Personal Trust..., Trust Services, Strategic Financial..., High Net Worth..., Wealth Management...
Education
Campbell University 2009 — 2010
MBA, Management
Campbell University 2005 — 2010
BA, Trust and Wealth Management
Bessemer Trust May 2014 - Present
Bessemer Trust 1995 - 2006
US Trust June 1988 - October 1995
Skills
Hedge Funds, Alternative Investments, Private Equity, Asset Management, Investment Management, Asset Allocation, Investments, Equities, Wealth Management, Investment Strategies, Portfolio Management, Fixed Income, Investment Advisory, Series 7, Due Diligence, Valuation, Estate Planning, Mutual Funds, Securities, High Net Worth...
Education
Columbia Business School 1992 — 1994
Master of Business Administration (MBA)
Trinity University-Washington 1983 — 1987
Bachelor's degree, English Language and Literature, General
American Express March 2015 - Present
American Express June 2013 - March 2015
American Express August 2011 - June 2013
Cornell University July 2010 - May 2011
US Trust July 2010 - August 2010
Leerink Swann June 2009 - August 2009
Skills
Portfolio Management, Excel, Forecasting, Analysis, Entrepreneurship, Finance, Management, Marketing, Microsoft Office, Data Analysis
Education
Cornell University 2007 — 2011
Bachelors of Science, Applied Economics and Management
University of New South Wales 2010 — 2010
UNC Kenan-Flagler May 2015 - Present
Tenney & Tenney LLP 2013 - Present
B. Jackson Farms January 2005 - August 2012
US Trust June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Research, Public Speaking, Social Media, Outlook, Teamwork, Financial Analysis, Event Planning, Photoshop, Time Management, Access, Windows
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2016
Master of Accounting
Campbell University, Norman Adrian Wiggins School of Law 2012 — 2015
Juris Doctor, Business
Campbell University 2013 — 2015
Master of Business Administration
Campbell University 2008 — 2012
BBA-Trust and Wealth Management, Pre-Law Trust and Wealth Management, Summa Cum Laude
Wells Fargo Private Bank August 2012 - Present
US Trust January 1997 - August 2012
Bank of America June 1991 - January 1997
Wells Fargo June 1989 - June 1991
Skills
A.A.M.S., Acredited Asset..., Investment Advisory, Asset Allocation, Life Insurance, Wealth Management, Wealth, Portfolio Management, Investment Strategies, Estate Planning, Wealth Management..., Investment Management, High Net Worth..., Alternative Investments, Series 7, Retirement Planning, Mutual Funds, Investments
Education
Columbia University - Columbia Business School
M.B.A., Finance and Marketing
University of Washington, Michael G. Foster School of Business
B.A.B.A., Accounting and Economics
Trevett Capital Partners October 2012 - Present
US Trust August 2001 - October 2012
First Union National Bank January 1998 - August 2001
Wachovia, A Wells Fargo Company June 1995 - January 1998
Wachovia, A Wells Fargo Company August 1994 - January 1995
Skills
Wealth Management, Private Banking, Asset Managment, Investments, Wealth Management..., Portfolio Management, Series 7, Asset Allocation, Strategic Financial..., Investment Advisory, Trust Services, Wealth, Mutual Funds, Credit, Banking, Estate Planning, Risk Management, Alternative Investments, Series 63, Fixed Income, Series 65, Uniform Combined State..., Securities, Asset Management, Retirement Planning, Investment Strategies, Investment Management, High Net Worth..., Hedge Funds, Equities
Education
Campbell University 1989 — 1994
BS, Business Administration
Campbell University 1989 — 1994
MBA, Business & Finance
Campbell University 1988 — 1994
Trust Admin. Degree, Trust & Estate Administration
Bank of Tokyo-Mitsubishi UFJ May 2014 - Present
Bank of Tokyo-Mitsubishi UFJ March 2012 - Present
Bank of Tokyo-Mitsubishi UFJ April 2011 - June 2012
Deutsche Bank November 2007 - April 2011
BlackRock September 2006 - August 2007
Merrill Lynch 2004 - 2006
UBS Investment Bank 2004 - 2004
US Trust 2002 - 2003
Level 8 Systems 2001 - 2002
Merrill Lynch 1991 - 2001
Skills
Salesforce.com, Business Process..., Business Analysis, Integration, Outsourcing, CRM, Foreign Exchange, Core Banking, End User Computing, Project Management, Solution Architecture, SDLC, Leadership, Software Development, Agile Methodologies, Vendor Management, IT Strategy, End User Training, Financial Services
Education
Brooklyn College
B.S., Accounting
Bank of America October 2009 - Present
Bank of America July 2007 - October 2009
US Trust November 2000 - July 2007
IBM April 1995 - May 2000
Draft Direct March 1994 - April 1995
Education
Dnipropetrovs'kij Nacional'nij Universitet 1985 — 1993
MS and pre-PhD, Rocket Science
Black Label Brand Development March 2012 - Present
FTI Consulting January 2010 - March 2012
Black Label Financial Brand Development 2004 - 2010
US Trust 2007 - 2008
Credit Suisse First Boston 1999 - 2002
Mattel 1996 - 1998
Mattel 1994 - 1995
writer 1991 - 1993
Skills
Brand Development, Advertising, Creative Direction, Creative Development, Brand Management, Marketing, Product Development, Marketing Communications, Direct Marketing, Corporate Communications, Social Media, Strategy, Online Advertising, Digital Media, Digital Strategy, Strategic Planning, Email Marketing, Business Strategy, Content Development, B2B, Leadership, Strategic Communications, Publishing, Strategic Partnerships, Thought Leadership
Education
DePaul University
M.A., English
Northwestern University
B.S., Education
Thomson Reuters January 2008 - January 2010
Public Insight LP December 2006 - December 2007
Vista Research March 2005 - December 2006
US Trust June 2003 - March 2005
Skills
LASIK
Education
Connecticut College 1999 — 2003
BA, Economics
Ziff Davis, LLC November 2014 - Present
Self Employed January 2004 - Present
Questex Media Group May 2008 - October 2014
PhotoShelter January 2008 - April 2008
OnForce November 2004 - December 2007
US Trust October 2001 - November 2004
Coverall Cleaning Concepts - Franchise Organization April 2001 - August 2001
Skills
Photography, Film, Advertising, Social Media, Photoshop, Customer Relations, Microsoft Office, Online Marketing, Digital Marketing, Adobe Creative Suite, Publishing, Leadership, Management, Blogging, Marketing, Magazines, Social Media Marketing, Email Marketing, Online Advertising, Editorial, Facebook, Digital Media, Social Networking, Newsletters, Editing, Content Management, Customer Service, Creative Direction, New Media, Marketing Communications
Education
City University of New York-Hunter College 2003 — 2006
BA, Film & Media Production/Visual Arts
BNY Mellon August 2012 - Present
US Bank June 2005 - February 2012
The Bank of New York September 2000 - June 2005
Deustche Bank March 1999 - September 2000
US Trust February 1996 - March 1999
Skills
Banking, Corporate Trust, Trustee, Structured Products, Tender, Tender Offers, Liquidity, Project Support, Relationship Development, Financial Management, Automotive Sales, Fluent Italian, Derivatives, Structured Finance, Trading, Managerial Finance, New Business Development, Dealers, Bonds, Securities, Securitization, Bloomberg, Mutual Funds, Analysis, Risk Management, Fixed Income
Education
Cornell University 2015 — 2015
Certification, Finance and Financial Management Services
Annual Career-Related Seminars 2000 — 2014
Banking, Corporate, Finance, and Securities Law
American Institute of Banking 1999 — 1999
Certificate, Corporate Trust Administration and Management
Saint John's University 1990 — 1994
Bachelor of Science, Buisness, Criminal Justice
Northern Trust July 2013 - Present
State Street May 2007 - January 2012
Bank of New York Mellon July 2000 - November 2006
The Chase Manhattan Bank September 1995 - June 2000
US Trust 1982 - 1995
Skills
Client Development, Pension Funds, Endowments, Change Management, Operations Management, Alternative Investments, Asset Management, Business Development, Portfolio Management, Relationship Management, CRM, Hedge Funds, Capital Markets, Mutual Funds, Investments, Fixed Income, Securities, Risk Management, Investment Management, Equities, Financial Services, Strategy, Management, Sales, Finance, Wealth Management, Banking, Marketing Strategy
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2010
MBA, Business
Williams College 2002 — 2002
Executive Program
State University of New York College at Oswego 1978 — 1981
BS, Business
Hatteras Funds February 2015 - Present
Abbot Downing May 2012 - February 2015
US Trust May 2011 - August 2011
Archer Investment Management Raleigh, NC January 2011 - May 2011
Skills
Investments, Portfolio Management, Wealth Management, Investment Management, Asset Allocation, Mutual Funds, Strategic Financial..., Microsoft Excel, Risk Management, Financial Analysis, Financial Planning, Wealth Management..., Financial Modeling, Retirement Planning, Due Diligence, Alternative Investments
Education
Campbell University 2010 — 2012
Master of Business Administration (MBA)
Campbell University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Trust and Wealth Management
Southeastern Baptist Theological Seminary
Master of Divinity (M.Div.), Missiology
Western Asset Management June 2007 - Present
US Trust September 1999 - February 2002
Skills
Asset Management, Alternative Investments, Portfolio Management, Investment Strategies, Fixed Income, Bloomberg, Asset Allocation, Mutual Funds, Investment Management, Asset Managment, Financial Modeling
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2002 — 2005
MBA, Finance, Strategy
University of California, Riverside 1994 — 1998
Bachelors, Business Administration
US Trust September 2005 - Present
Box Brothers May 1999 - April 2005
Skills
Asset Allocation, Wealth Management, Investment Management, Wealth Management..., Mutual Funds, Investment Strategies, Portfolio Management, Alternative Investments, Asset Management, Investments, Hedge Funds, High Net Worth..., Fixed Income, Private Banking, Equity Research, Securities, Bloomberg, ETFs, Bonds, Financial Analysis, Private Equity, Relationship Management, Financial Markets, Wealth
Education
California State University-Los Angeles 2002 — 2005
B.S., Business
Key Private Bank October 2014 - Present
Capital One July 2012 - October 2014
Wells Fargo Private Bank November 2008 - July 2012
JP Morgan February 2005 - November 2008
US Trust August 2001 - September 2004
Citi Group 1996 - 2001
Skills
Wealth Management, High Net Worth..., Investment Management, Cross Selling, Trust Services, Estate Planning, Investment Advisory, Investments, Portfolio Management, Private Banking, Trusts, Investment Strategies, Fixed Income, Relationship Management, Mutual Funds, Finance, Securities, Asset Management
Education
Wells Fargo Private Bank 2011 — 2011
Business Succession Specialist Program
Dowling College 2008 — 2010
MBA, Management - 4.0 GPA
Dowling College 1991 — 1995
BS, Finance
OptumInsight October 2011 - Present
Emerging Health Information Technology February 2008 - October 2011
MultiPlan, Inc. 2006 - 2008
The Bank of New York 1999 - 2006
The Bank of New York 1997 - 1999
The Bank of New York 1995 - 1997
US Trust 1991 - 1995
JP Morgan 1989 - 1991
Skills
Healthcare, PMO, Software Implementation, Budgeting, Cross-functional Team...
Education
Northwestern University 2009 — 2012
M.S., Medical Informatics
City University of New York-Brooklyn College 1984 — 1989
B.S., Management/Finance
BowenPeeler Financial Advisors August 2013 - Present
Forefront Investment Counselors, LLC January 2003 - Present
Wachovia, A Wells Fargo Company September 1998 - December 2002
US Trust April 1990 - April 1997
Skills
Personal Finance, Registered Investment..., Wealth Management, Portfolio Management, Private Wealth..., Forensic Analysis, Forensic Accounting, Divorce Planning, Timber, Gold, Portfolio Strategy, Portfolio Optimization, Asset Management, Investment Advisory, Asset Allocation, Mutual Funds, Estate Planning, Money Management, Roth IRA, Stocks
Education
Columbia University Graduate School of Business 1986 — 1988
MBA, Finance
Davidson College 1974 — 1978
B.A., Economics
US Trust April 2001 - Present
Skills
Wealth Management, Acquisition Integration, Asset Allocation, Start-ups, Series 7, Investment Management, Strategic Financial..., Portfolio Management, Alternative Investments, Investment Advisory, Management, Financial Analysis
Education
University of St. Thomas 1986 — 1989
MBA
Creighton University 1977 — 1981
BSBA, Finance
Bank of America March 2015 - Present
Bank of America April 2013 - March 2015
Bank of America July 2011 - April 2013
US Trust September 2007 - June 2011
Wachovia, A Wells Fargo Company May 2006 - August 2007
Skills
Banking, Relationship Management, Risk Management, Financial Analysis, Wealth Management, Process Improvement, Business Process..., Project Management, Investments, Change Management, Strategic Planning, Strategic Financial..., Problem Solving, Customer Retention, Job Coaching, Sales, Marketing Strategy, Financial Planning
Education
Campbell University
BBA, Trust and Investment Management, minor in Financial Planning
East Carolina University - College of Business
MBA, Business Administration and Management, General
Novare Capital Management March 2009 - Present
Stanford Group Company July 2007 - March 2009
US Trust November 1997 - July 2007
Johnston, Allison & Hord September 1993 - November 1997
Education
Wake Forest University - Babcock Graduate School of Management 1989 — 1993
JD/MBA
Wake Forest University School of Law 1989 — 1993
JD/MBA
Davidson College 1985 — 1989
B.A., Economics
North Cross School 1981 — 1985
HS
US Trust June 2008 - Present
The Harris Bank June 2002 - April 2008
PacWest Financial Management, Inc March 2000 - June 2002
L. Roy Papp & Associates March 1998 - March 2000
UDC Homes, Inc February 1997 - March 1998
Madison Scottsdale LLC December 1993 - September 1995
Bank of America May 1988 - December 1993
Skills
Wealth Management, Portfolio Management, Equities, Asset Allocation, Investments, Investment Management, Mutual Funds, Alternative Investments, Estate Planning, Finance, Securities, Accounting, Wealth, Investment Strategies, Bloomberg, Wealth Management..., Asset Management, Retirement Planning
Education
College for Financial Planning 2010 — 2011
Candidate
Pueblo High School
University of Phoenix
MBA, Masters of Business Administration
University of Phoenix
BS, Business Administration
US Trust May 2012 - Present
William Blair & Company October 2010 - May 2012
Northern Trust January 2008 - October 2010
Brownson, Rehmus & Foxworth April 1999 - January 2008
Skills
Asset Managment, Investment Management, Banking, Finance, Financial Advisory, Investment Advisory, Portfolio Management, Investments, Financial Modeling, Strategic Financial..., Estate Planning, Mutual Funds, Fixed Income, Hedge Funds, Alternative Investments, Options, Wealth Management, Asset Allocation, Series 63, Asset Management, Equities, Series 7, Retirement Planning, High Net Worth..., Trading Systems, Derivatives, Wealth, Investment Strategies, Securities, Wealth Management..., ETFs, Private Equity
Education
DePaul University
BS, Finance
University of Phoenix
MBA
Merrill Lynch 2011 - Present
Private Wealth Consulting Group, LLC 2010 - 2011
Banc of America Investments 2008 - 2009
US Trust 2006 - 2008
Advest, Inc. 2002 - 2006
Skills
Securities, Estate Planning, Investments, Retirement Planning, Insurance, Series 7, Mutual Funds, Asset Management, Series 63, Wealth Management, Strategic Financial..., Financial Services, 401k, Asset Allocation, Banking, Financial Planning, Retirement
Education
Capital University Law School 1994 — 1998
JD, Law
Western Connecticut State University 1981 — 1987
BA, Communications
Danbury High
Jacobs Technology May 2010 - Present
Epsilon July 1998 - March 2009
US Trust March 1997 - July 1998
Unisys October 1994 - March 1997
Skills
RedHat Linux, Solaris, AIX, Cisco and Brocade SAN..., HDS, IBM, Netapp..., Windows Adminstration, VMware Infrastructure, HP and Dell Blade..., Storage Area Networks, Disaster Recovery, Windows, Servers, Virtualization, Unix, Troubleshooting, VMware, Customer Service, SAN, Integration Engineering, Storage, Windows Server, Operating Systems, Red Hat Linux, IBM AIX, Security, TCP/IP
Education
Cape Cod Community College
Associates of Arts, Science and Mathematics
Southern New Hampshire University
Bachelor of Science (B.S.), Management Advisory Services (IT and Accounting)
U.S. Trust, Bank of America Private Wealth Management November 2008 - Present
US Trust 2006 - 2008
US Trust 2003 - 2006
Sapient 1999 - 2003
Skills
Portfolio Management, Wealth Management, Asset Managment, Alternative Investments, Equities, Asset Allocation, Capital Markets, Derivatives, Financial Services, Fixed Income, Hedge Funds, Investment Strategies, Asset Management, Investment Management, Investments, Management
Education
Cornell University
BS, Operations Research and Industrial Engineering
Humboldt State University 2012 - Present
St. Cloud State University 2009 - 2012
Hazelden Foundation 2007 - 2009
University of Minnesota Medical Foundation 2005 - 2007
Kaspick & Company 2003 - 2005
US Trust 2001 - 2003
US Bank 1999 - 2001
St. Paul Community Foundation 1995 - 1999
University of Minnesota Foundation 1981 - 1995
William Mitchell College of Law 1979 - 1981
Skills
Philanthropy, Fundraising, Non-profits, Planned Giving, Alumni Relations, Charities, Strategic Planning, Public Speaking, Volunteer Management, Program Development, Community Outreach, Public Relations, Marketing Communications, Strategic Communications, Training, Annual Giving, Community Development, Grant Writing
Education
University of Saint Thomas - School of Business 1979 — 1981
Master of Business Administration (MBA)
University of Utah 1972 — 1974
B.S.
Citrus College 1970 — 1972
A.A.
Duarte High School 1966 — 1970
diploma
Interactive Data July 2013 - Present
Contingency Planning Exchange (CPE) 1990 - Present
Disaster Resource Guide February 2009 - Present
Bloomberg March 2009 - April 2013
Federal Reserve Bank of New York September 2005 - November 2008
AllianceBernstein September 2003 - September 2005
Kroll January 2003 - September 2003
Goldman Sachs April 1997 - January 2003
Chase Manhattan Corporation 1995 - March 1997
US Trust 1982 - 1995
Skills
Crisis Management, Business Continuity, Disaster Recovery, Operational Risk..., Business Continuity..., Program Management, Incident Management, Risk Management, Risk Assessment, Operational Risk, Contingency Planning, Enterprise Risk..., Management, Project Planning, IT Strategy, Emergency Management, Business Resilience, ITIL, Process Improvement, Data Center, SDLC, Governance, Business Analysis, Information Security, Leadership, Financial Risk, Policy, Vendor Management, Information Security..., PMO, Project Portfolio...
Education
Columbia Engineering
BS, Industrial Engineering
State University of New York College at Buffalo
MBA, Management
BNP Paribas August 2011 - Present
Bank of New York Mellon September 2010 - May 2011
The Bank of New York February 2004 - September 2010
JPMorgan Chase April 1996 - February 2004
US Trust October 1990 - April 1996
Skills
Fund Administration, Customer Service, Hedge Funds, Mutual Funds, AML, Financial Risk, Research, Account Reconciliation, Equities, Securities, Trading, Bloomberg, Asset Management, Banking, Bonds, Corporate Actions, Due Diligence, Financial Services
Education
Central State University 1987 — 1990
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Brooklyn College
Emery D. Ashley, Jr. - Attorney at Law 2015 - Present
Ashley & Ashley, Attorneys at Law May 2013 - August 2013
Johnston County District Attorney's Office May 2013 - August 2013
Johnston County District Attorney's Office May 2012 - August 2012
US Trust June 2010 - August 2010
US Trust June 2009 - August 2009
Skills
Legal Research, Legal Writing, Public Speaking, LexisNexis
Education
Charlotte School of Law 2011 — 2014
Juris Doctor, Cum Laude
Campbell University 2010 — 2011
Master of Business Administration, Magna Cum Laude
Campbell University 2006 — 2011
Bachelor of Business Administration, Trust and Wealth Management
Keel Point Advisors January 2013 - Present
US Trust October 2011 - January 2013
US Trust June 2008 - October 2011
Skills
Relationship Management, Wealth Management, Wealth Management..., Trust Management, Asset Allocation, Asset Managment, Strategic Financial..., Estate Planning, Mutual Funds, Investment Management, Portfolio Management, Retirement Planning, Fixed Income, Equities, Investment Advisory
Education
Campbell University
Master of Business Administration (M.B.A.), Business Administration and Management, General, Summa Cum Laude
Campbell University
Bachelor of Business Administration (B.B.A.), Financial Planning, Magna Cum Laude
JR Real Estate 2012 - Present
Elmore Realty 2007 - 2012
US Trust June 2010 - August 2010
Education
Campbell University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Trust and Wealth Management
JY Monk School of Real Estate
US Trust 2007 - March 2015
ABN AMRO / LaSalle / Standard Federal / Michigan National 1975 - 2007
Skills
Wealth Management, Investments, Asset Allocation, Asset Managment, Investment Advisory, Portfolio Management, Wealth Management..., Banking, Asset Management, Estate Planning, Trust Services, Trusts, Financial Analysis, Relationship Management
Education
University of Detroit Mercy 1978 — 1983
Masters, Economics
Davenport University 1973 — 1978
Bachelors, Business
AQR Capital Management September 2013 - Present
State Street Global Advisors August 2012 - September 2013
Old Mutual Asset Management September 2009 - July 2012
Rinet Company, LLC September 2005 - September 2009
US Trust 2003 - 2005
Education
Colgate University 1998 — 2002
BA, Economics
The New York Botanical Garden July 2010 - Present
V-STAR SECURITY, LLC December 2008 - November 2009
Bank of America (Formally U.S. Trust Co) July 2007 - August 2008
US Trust October 1991 - July 2007
Skills
• Ingersoll -Rand..., GE DVR WaveReader, CrossMatch LiveScan..., SynerCard Assure ID..., Microsoft Office, GE Security Systems..., Security, Corporate Security, Training, Private Investigations, Asset Protection, Security Audits, Security Awareness, Physical Security, Management, Security Training, Security Operations, Emergency Management, Executive Protection, Security Management, Protection, Risk Assessment, Enforcement, Access Control, Alarm Systems, CCTV, Crisis Management, First Aid, Investigation, Business Continuity, Workplace Violence, Internal Investigations, Vulnerability Assessment, Criminal Investigations, Surveillance, Risk Management, Background Checks, Personal Protection, Law Enforcement
Education
City University of New York-John Jay College of Criminal Justice 1993 — 2002
Bachelor of Science, Security Management
Barclays Wealth and Investment Management July 2013 - Present
Barclays Capital 2013 - 2013
Scivantage 2011 - 2012
E*TRADE Financial April 2011 - July 2011
Wachovia Wells Fargo Financial June 2007 - December 2010
Wells Fargo Advisors June 2007 - December 2010
Wachovia Secs 2005 - 2007
FINAMEX INTL 1999 - 2001
Amalgamated Bank of South Africa 1998 - 1999
US Trust 1986 - 1988
Skills
Wealth Management, Access, Investments, Business Strategy, Stocks, Risk Management, Settlement, Fixed Income, Customer Service, Mutual Funds, Portfolio Management, Analysis, Microsoft Excel, Requirements Analysis, Financial Analysis, Loans, Bloomberg, Credit, SQL, Equities, Trading, Management, Corporate Actions, Euroclear, Financial Services, Vendor Management, Banking, Business Analysis, Asset Managment, Process Improvement, Team Building, Project Management, Back Office, Microsoft Office, Testing, Asset Management, SDLC, Finance, Bonds, Financial Risk, Change Management, Securities, Financial Markets, Team Leadership, Training, Relationship Management, Capital Markets, Executive Management, Business Requirements, Leadership
Education
City University of New York-John Jay College of Criminal Justice 1990 — 1991
NO, FIRE SCIENCES
Pace University 1982 — 1984
Project Management
Southern Coastal Real Estate February 2015 - Present
PNC October 2012 - July 2014
JPMorgan Chase July 2012 - October 2012
US Trust May 2011 - August 2011
Skills
Wealth Management, Banking, Financial Planning, Trusts, Customer Service, Securities, Mutual Funds, Asset Allocation, Health Insurance, Life Insurance, Real Estate Broker, Trust Management, High Net Worth..., Investment Management, Trust Services, Retirement Planning, Wealth Management..., 401k
Education
Campbell University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Trust Administration
Skein Advisors, LLC October 2012 - Present
Goldman Sachs August 2007 - September 2008
US Trust October 2005 - July 2007
Citigroup September 2001 - October 2005
Japan Bankers Trust November 1997 - January 2000
Bankers Trust (now Deutsche Bank) June 1989 - August 1997
Andersen Consulting (now Accenture) 1985 - 1987
Skills
Wealth Management, Financial Services, Equities, Fixed Income, Asset Management, Alternative Investments, Asset Managment, Capital Markets, Finance, Wealth Management..., Portfolio Management, Hedge Funds, Securities, Investments, Investment Banking, Emerging Markets, Trading, Private Banking, Private Equity, Investment Management, Asset Allocation, Investment Advisory, Banking, Derivatives, Angel Investing
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Operations, Marketing
Harvard University 1981 — 1985
A.B., Applied Mathematics
The Dana Hall School - Wellesley, Mass. 1978 — 1981
High School
Palmetto Trust March 2015 - Present
Palmetto Trust May 2013 - March 2015
Invitations on Main March 2004 - March 2014
Synovus April 2009 - February 2011
US Trust June 2004 - March 2009
First Citizens Bank & Trust of South Carolina April 2003 - May 2004
First Union National Bank December 1979 - December 2000
Skills
Wealth Management, Credit, Loans, Banking, Commercial Lending, Investments, Portfolio Management, Strategic Financial..., Series 7, Asset Managment, Credit Analysis, Retirement Planning, Investment Advisory, Small Business Lending
Education
Northwestern University 1984 — 1986
Trust, National Graduate Trust School
Campbell University
Trust School, Trust
University of Georgia - Terry College of Business 1968 — 1972
BBA, International Marketing
Fidelity Investments June 2015 - Present
Fidelity Investments December 2014 - May 2015
Avesta Communities May 2014 - October 2014
Campbell University August 2009 - May 2014
BB&T June 2013 - August 2013
US Trust June 2012 - August 2012
High Point Bank May 2011 - August 2011
High Point Parks and Recreation May 2006 - July 2006
Skills
Microsoft Office, Excel, PowerPoint, Google Docs, Google Earth, Google Maps, eBay, Calculations, Web Services, Photoshop, Calendars, Online Research, Online Communications, YouTube, Skype, iTunes, Facebook, Blackberry, Android, HTC, Sports Nutrition, Athletic Training, Tennis, Golf, Soccer, Philosophy of Religion, Teamwork, Microsoft Excel, Sports Management, Public Speaking, Customer Service
Education
Campbell University 2009 — 2014
M.B.A, Trust & Wealth Management
Wesleyan Christian Academy 2006 — 2009
Colony Family Offices, LLC August 2013 - Present
GenSpring Family Offices April 2009 - August 2013
Carolina Capital Consulting, Inc. January 2008 - March 2009
Carolinas Investment Consulting, LLC 2005 - 2007
Brown Brothers Harriman 2004 - 2005
US Trust 2001 - 2004
Skills
Investment Management, Alternative Investments, Certified Financial..., Client Education, Asset Allocation, Portfolio Management, Advent, PerTrac, Zephyr Style Advisor, Financial Analysis, Investment Advisory, Performance Reporting, Key Client Relationships, Team-oriented, Private Banking, private wealth, Family Office, High Net Worth..., Investment Strategies, Wealth Management, Hedge Funds, Wealth, Investments, Asset Management, Financial Planning, Finance, Mutual Funds
Education
California State University-Northridge
BS, Finance
University of North Carolina at Charlotte
Certified Financial Planner program
Wells Fargo May 2014 - Present
Wells Fargo May 2010 - May 2014
US Trust November 2009 - November 2010
J.P Morgan January 2008 - January 2010
Wells Fargo February 2006 - December 2007
Merrill Lynch May 2003 - January 2006
Christie's January 1999 - January 2001
Christie's January 1993 - January 1999
Skills
Competitive Analysis, Leadership, Strategy, Mergers & Acquisitions, Wealth Management, Investments, Business Strategy, Product Management, Marketing, Business Development, New Business Development, Risk Management, Integrated Marketing, Banking, Management, Marketing Strategy, Sales, Sales Management, Credit
Education
Columbia Business School 2001 — 2003
MBA, Finance
New York University, Graduate School of Arts & Sciences 1993 — 1995
MA, Art History
Columbia College 1989 — 1993
MA, Art History
Columbia University in the City of New York 1989 — 1993
Bachelor's degree, Art History, Criticism and Conservation
Wells Fargo June 2013 - Present
US Trust June 2012 - August 2012
US Trust June 2011 - August 2011
Skills
Wealth Management, Estate Planning, Retirement Planning, Asset Managment, Wealth Management..., Asset Management, Strategic Financial...
Education
Campbell University 2011 — 2013
Master of Business Administration (MBA)
Campbell University 2008 — 2013
Trust and Wealth Management
US Trust August 2012 - Present
Sawyer & Sawyer, PA June 2001 - August 2012
Wells Fargo January 1995 - September 2000
Skills
Legal Research, Pleadings, Legal Writing, Courts, Microsoft Word, Microsoft Excel, Guardianship, Customer Service, Outlook, Research, Estate Planning, Trusts, Banking, Finance, Trust Services, Wealth, Asset Management, Wealth Management, Financial Services, Financial Planning
Education
College for Financial Planning 1985 — 1987
CFP, Financial Planning and Services
George Mason University 1979 — 1984
Bachelor of Science (BS), Psychology
Abbot Downing, A Wells Fargo Business August 2015 - Present
Abbot Downing, A Wells Fargo Business October 2014 - July 2015
Wells Fargo June 2012 - October 2014
Applebee's November 2007 - March 2014
US Trust June 2011 - August 2011
US Trust June 2010 - August 2010
First Citizens Bank May 2009 - August 2009
Skills
Trust Management, Finance, Investments, Financial Planning, Retirement Planning, Wealth Management
Education
Campbell University 2007 — 2012
MBA & BBA, Trust and Wealth Management
ABA Fiduciary Graduate Program
West Financial Services 2009 - Present
Rotary International 2013 - Present
US Trust 2006 - 2009
Harris SBSB 1992 - 2006
Burt Wealth Advisors 1990 - 1992
Regardie, Brooks & Lewis 1986 - 1990
Skills
Strategic Financial..., Investments, Retirement Planning, Portfolio Management, Finance, Mutual Funds, Financial Planning, Estate Planning, Wealth Management, Financial Advisory, Retirement, Asset Allocation, Financial Services, Equities, Alternative Investments, Asset Management, Investment Advisory, Investment Management, Investment Strategies, Wealth, Risk Management, Insurance, Personal Financial..., Loans, Financial Risk, Financial Planners, Mortgage Lending, Asset Managment
Education
University of Maryland - Robert H. Smith School of Business
BS, Accounting
College for Financial Planning
CFP Professional Education Program
Episode21, LLC October 2006 - Present
Kimberly-Clark August 2011 - April 2013
Procter & Gamble January 2011 - August 2011
Clear Channel Outdoor January 2010 - September 2010
Creative Group 2007 - 2010
Fortune Magazine 2004 - 2006
Time Inc. Content Solutions July 2003 - November 2004
Time Inc. Custom Publishing 2000 - 2004
People Magazine and Teen People 1998 - 2000
US Trust 1995 - 1996
Skills
Art Direction, Advertising, Creative Direction, Packaging, Brand Development, Graphic Design, Graphics, Branding & Identity, Publishing, Corporate Branding, Corporate Identity, Creative Strategy, Strategic Thinking, Typography, Concept Development, Magazines, Design Management, Marketing, InDesign, Adobe Creative Suite, Strategic Brand..., Design Thinking, QuarkXPress, Trend Analysis, Logo Design, Illustration, Brochures, Illustrator, Layout, Motion Graphics, Marketing Strategy, Brand Architecture, Brand Developement, Design Strategy, Brand Strategy, Forecasting
Education
School of Visual Arts 2010 — 2011
MPS, Branding
School of Visual Arts
BFA, Graphic Design and Advertising
Fashion Institute of Technology
Communication and Design
CUNY New York City College of Technology
Production Management
NYC Technical College
Graphic Arts & Production Management
Southeastern Baptist Theological Seminary August 2013 - Present
US Trust June 2010 - August 2014
U.S. Trust June 2009 - August 2009
Skills
Estate Planning, Trust Management, Investments, Wealth Management, Strategic Financial..., Retirement Planning
Education
Campbell University 2005 — 2010
Master of Business Administration (MBA), Trust and Wealth Management
US Trust 2009 - Present
Bank of America June 2008 - August 2008
Albuquerque Academy Tennis June 2006 - August 2007
Skills
Foreign Languages, Tennis, Computer Literate, Wealth Management, Strategic Financial..., Investment Management, Banking, Financial Analysis, Asset Allocation, Wealth Management..., Microsoft Excel, PowerPoint, Private Banking, Microsoft Office, Investments
Education
Campbell University 2004 — 2009
MBA, Wealth Management and Investments
Sandia HS 2000 — 2004
Metro Solutions Inc August 2001 - Present
Elite Technology Consulting June 2005 - Present
The Reference Inc July 2001 - May 2003
Sapient June 2000 - July 2001
Citigroup January 1990 - June 2000
FTI December 1985 - January 1990
US Trust December 1985 - January 1990
Monchik Weber January 1984 - December 1985
Datronics Inc June 1977 - January 1984
Ebasco Services June 1974 - June 1977
Skills
Enterprise Architecture, Program Management, IT Strategy, Software Project..., Management Consulting, Financial Services
Education
Cornell University 1971 — 1974
BA
BlackRock August 2008 - Present
US Trust March 2007 - April 2008
Iris Financial Solutions April 2006 - March 2007
MSCI Barra February 2003 - March 2006
TenFold October 1997 - August 2001
Applied Materials July 1996 - August 1997
Skills
Portfolio Optimization, Portfolio Management, Risk Management, Product Development, Capital Markets, Investment Management, Product Management, Analytics, Fixed Income, Business Analysis, Financial Modeling, Equities, Derivatives, Equity Trading, Investments, Hedge Funds
Education
California Institute of Technology 1992 — 1996
BS
UC Berkeley 2001 — 2003
MBA
CIT July 2012 - Present
The Hanover Insurance Group August 2006 - July 2012
US Trust May 2002 - March 2006
Morgan Stanley May 1989 - May 2002
Skills
Employee Benefits, Succession Planning, Deferred Compensation, Talent Management, Performance Management, Employee Relations, Employee Engagement, Workforce Planning, HRIS, Onboarding, Talent Acquisition, Benefits Administration, Human Resources, Executive Pay, Organizational..., Organizational Design, Personnel Management, Recruiting, Workers Compensation, Organizational..., Labor Relations, College Recruiting, HR Policies, HR Consulting
Education
Columbia Business School 1997 — 1999
MBA, Finance/Accounting
Cornell University 1985 — 1989
BS, Industrial and Labor Relations
Clermont Wealth Strategies June 2011 - Present
US Trust June 2006 - June 2011
Skills
Wealth Management, Trust Services, Wealth Management..., High Net Worth..., Trust Management, Strategic Financial..., Estate Planning, Trusts, Relationship Management, Investment Advisory, Wealth, Financial Planning
Education
Campbell University 2001 — 2006
MBA, Trust and Investment Management
Millennium Partners December 2010 - Present
Mizuho Securities USA March 2010 - December 2010
RBC Capital Markets July 2007 - March 2010
US Trust June 2006 - June 2007
MBIA 2003 - 2006
JPMorgan Chase February 1999 - February 2003
Skills
Fixed Income, Bloomberg, Electronic Trading, Trading Systems, Credit Derivatives, Equities, Hedge Funds, Interest Rate Swaps, Government Bonds, MarketAxess, Brokertec, Front Office Trading..., ION Marketview
Education
City University of New York-Hunter College
Bachelor of Science
Wellington Management June 2014 - Present
US Trust January 2008 - September 2013
Skills
Proficient in FactSet,...
Education
Northeastern University - Graduate School of Business Administration 2004 — 2006
Master of Business Administration (M.B.A.), Investments, Corporate Finance, Entrepereneurship, 3.114
Wesleyan University 1994 — 1998
BA, Economics
Belmont Hill School 1990 — 1994
Dexter School 1984 — 1990
Cleary Gottlieb Steen & Hamilton LLP May 2013 - Present
Cleary Gottlieb Steen & Hamilton LLP November 2010 - Present
Double Rock Corporation September 2008 - November 2010
US Trust September 2000 - August 2008
U.S. Trust Company/Charles Schwab 2000 - 2008
Arab Bank Plc 1997 - 1999
Education
City University of New York-Hunter College 1995 — 1999
fairfield properties 2004 - 2006
us trust 1985 - 1996
united states trust company 1985 - 1996
Education
Dowling College 1993 — 1996
MBA
US TRUST February 2015 - Present
US Trust April 2003 - January 2015
U.S. Trust, Bank of America PWM April 2002 - January 2008
JP Morgan Chase August 1991 - January 2002
Skills
Wealth Management, Asset Allocation, Alternative Investments, Series 7, Private Banking, Estate Planning, Financial Planners, Investment Strategies, Wealth, Fixed Income, Strategic Financial..., Equities, Wealth Management..., Mutual Funds, Banking, Hedge Funds, Management, Asset Management, Portfolio Management, Community Service, Investment Advisory, Investments, Financial Planning, High Net Worth..., Business Development, Investment Management
Education
Georgetown University Law Center 1974 — 1977
J.D., Law
Columbia University in the City of New York 1969 — 1973
BA, Philosophy
US Trust April 2006 - Present
Citigroup 1990 - 2006
Walla Walla Valley Academy August 1984 - June 1988
Education
Columbia University - School of International and Public Affairs 1988 — 1990
Umpqua Bank April 2014 - Present
Sterling Savings Bank February 2011 - April 2014
Sterling Savings Bank February 2009 - June 2011
AmericanWest Bank December 2005 - November 2009
Inland Northwest Bank March 2003 - November 2005
US Trust 1997 - 2002
Skills
Loans, Credit, Private Banking, Management, Commercial Banking, Credit Analysis, Commercial Mortgages, Commercial Lending, Small Business Lending, Underwriting, Financial Analysis, Portfolio Management, Banking, Product Development, Product Management, Credit Risk, Loan Origination, Consumer Lending
Education
Central Washington University 1986 — 1991
BS, Economics
US Trust March 2008 - Present
BB&T June 2001 - March 2008
Skills
Wealth Management, Strategic Financial..., High Net Worth..., Liquidity Events, Investment Management, Team Leadership, Estate Planning, Relationship Management, Trust Services, Credit, Risk Management, Multi-generational..., Wealth Preservation..., Intergenerational..., Banking, Investments, Leadership, Wealth Management...
Education
Campbell University 2000 — 2001
Master of Business Administration (M.B.A.), Trust and Wealth Management
Campbell University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Trust Management and Financial Planning
US Trust April 2013 - Present
Fidelity Investments 2010 - April 2013
Fidelity Investments June 2002 - September 2010
Skills
Relationship Management, Philanthropy, Risk Management, Wealth Management, Alternative Investments, Asset Allocation, Asset Management, Financial Services, Investments
Education
College of the Holy Cross 1998 — 2002
BA, Economics
Weston High School 1994 — 1998
Goldman Sachs April 2008 - Present
US Trust April 2006 - April 2008
Citigroup Private Bank June 1990 - April 2006
Skills
Wealth Management..., Alternative Investments, Capital Markets, Hedge Funds, Private Banking, Equities, Equity Research, Private Equity, Wealth Management, Securities, Portfolio Management, Asset Managment, Credit, Credit Risk, Investment Advisory
Education
Columbia University - School of International and Public Affairs 1988 — 1990
MIA, Finance & Banking
Union College (NE) 1982 — 1984
BA, History & Religion
Far Eastern Academy 1977 — 1980
Federal Reserve Bank of NY 2011 - Present
Everest Reinsurance September 2005 - September 2009
Fiduciary Trust Company 1999 - 2005
US Trust 1997 - 1999
State Teachers Retirement System of Ohio July 1995 - August 1997
Chase Manhattan Corporation September 1994 - July 1995
Lehman Brothers May 1989 - September 1994
Skills
Hedge Funds, Wealth Management, Financial Risk..., Equity Research, Portfolio Management, Bonds, Strategic Financial..., Private Equity, Investments, Investment Management, Capital Markets, Mutual Funds, Performance Attribution, Securities, Series 7, Investment Banking, Equities, Valuation, Investor Relations, Financial Modeling, Risk Management, Investment Strategies, Financial Analysis, Wealth Management..., Analysis, Equity Valuation, Finance, Quantitative Analytics, Derivatives, Fund Of Funds, Mergers, Bloomberg, Venture Capital, Due Diligence, Fixed Income, Corporate Finance, Financial Services
Education
Columbia University - School of International and Public Affairs 2011 — 2013
MPA, International Finance and Economic Policy
New York University 2010 — 2010
Advanced Professional Certification, Financial Risk Management
New York University
Italian
St. John's University, The Peter J. Tobin College of Business
MBA, Finance
The Ohio State University Fisher College of Business
BSBA, Accounting
Fairfield Properties administratorus trust1985 - 1996
us trust 1985 - 1996
Education
Dowling College 1992 — 1996
Inverness Counsel August 2007 - Present
US Trust February 1998 - August 2007
Education
Columbia University - Columbia Business School 2001 — 2003
North Carolina State University - College of Management 1993 — 1997
BS, Finance and Economics
U.S. TRUST, Bank of America Private Wealth Management January 2005 - August 2008
us trust September 1987 - August 2008
U.S. Trust Company of New York 1987 - 2008
U.S. Trust Company of NY January 2004 - December 2004
U.S. Trust Company of NY June 2002 - December 2003
U.S. Trust Company of NY October 1994 - June 2002
U.S. Trust Company of NY 1991 - October 1994
U.S. Trust Company of NY September 1987 - 1991
Bank of New York Mellon 1984 - February 1987
Education
Prospect Heights HS 1976 — 1980
City University of New York-Brooklyn College
B.S., Business, Management & Finance
US Trust April 2010 - Present
PNC October 2007 - April 2010
National City Bank June 2005 - October 2007
Bank of America 1989 - 2003
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1994
MBA, Finance
University of Illinois at Urbana-Champaign 1985 — 1989
Bank of America October 2009 - February 2010
Bank of America July 2009 - October 2009
Bank of America July 2007 - August 2008
US Trust July 2001 - July 2007
JPMorgan Chase September 1995 - July 2001
Education
City University of New York-College of Staten Island
Bachelor of Science, Management and International Business
Deloitte February 2014 - Present
US Trust, Bank of America Private Wealth Management August 2009 - October 2012
US Trust 2008 - 2012
US Trust, Bank of America Private Wealth Management July 2008 - August 2009
Grubb & Ellis Realty Investments July 2005 - July 2008
Bank of America October 1999 - June 2005
Skills
Notary Public, Investments, Fixed Income, Cash Management, Capital Markets, Equities, Wealth Management, High Net Worth..., Securities, Alternative Investments, Wealth Management..., Investment Advisory, Asset Management, Banking
Education
Cannon Financial Institute 2009 — 2010
Personal Trust
Concordia University Irvine 2002 — 2004
Orange Coast College 1999 — 2002
US Trust February 1981 - Present
U.S. Trust Bank of America Private Wealth Management 1981 - Present
U.S. Trust 1981 - Present
Skills
Wealth Management, Trust Services, Wealth Management..., Alternative Investments, High Net Worth..., Asset Management, Asset Allocation, Series 7, Private Banking, Investment Management, Securities
Education
City University of New York-Brooklyn College 1987 — 1994
US Trust June 1993 - Present
Education
Cornell University 1975 — 1979
Prudential Financial February 1997 - Present
US Trust 1979 - 1997
Skills
Financial Services, Vendor Management, SDLC, Business Analysis, Integration, Risk Management, IT Strategy, Outsourcing, Project Portfolio...
Education
Columbia University in the City of New York 2006 — 2008
BMW of North America, LLC 2011 - Present
Archcare September 2008 - November 2010
U.S. Trust, Bank of America Private Wealth Management 2002 - 2008
Deutsche Bank 2001 - 2002
First Bankers Trust Company 1996 - 2001
US Trust 1992 - 1995
US Trust 1992 - 1995
Skills
Business Analysis, SDLC, Integration, Data Warehousing, SQL, Software Development, Visio, Software Project..., CRM, Healthcare, Banking, Requirements Gathering, Systems Analysis, Vendor Management, Program Management, Enterprise Architecture, Requirements Analysis, Project Management, Mainframe, COBOL, XML, Business Intelligence, Software Documentation, Databases, Disaster Recovery, IT Strategy, Oracle, PMP, Process Improvement, CICS, DB2, Microsoft SQL Server
Education
City University of New York City College
BS, Computer Science
U.S. Bank September 2012 - Present
US Trust July 2010 - June 2012
US Bancorp Investments and Insurance June 2009 - July 2010
UBS May 2005 - April 2009
Piper Jaffray 2005 - 2006
Investors Management Group August 2003 - April 2005
Wells Fargo October 1993 - August 2003
Wells Fargo Bank 1993 - 2003
Wells Fargo 1993 - 2003
City of Altoona, IA 1987 - 1989
Skills
Wealth Management, Investments, Asset Allocation, Finance, Portfolio Management, Retirement Planning, Investment Advisory, Asset Management, Alternative Investments, Wealth Management..., Equities, Fixed Income, Investment Management
Education
Cornell College 1973 — 1977
BSS, Economics & Sociology
Mount Vernon High School 1970 — 1973
Nestlé USA May 2014 - Present
Nestlé USA January 2011 - Present
Nestle USA September 2006 - December 2010
AeroVironment August 2000 - August 2006
Avnet Electronics / Marshall Industries February 1992 - August 2000
Management Compensation Group August 1991 - February 1992
US Trust June 1988 - April 1991
Skills
Procurement, Inventory Management, Strategic Sourcing, Supply Management, Management, Supply Chain, MRP, Purchasing, Supply Chain Management, Spend Analysis, Continuous Improvement, Global Sourcing, CPIM certified, Supplier Performance...
Education
California State University-Northridge 1984 — 1988
BA, Liberal Studies
Random House February 2008 - Present
U.S.Trust Company February 1988 - February 2008
U.S. Trust Company 1988 - 2008
US Trust 1988 - 2008
Education
Brooklyn College
McGraw-Hill May 2012 - Present
Grey Group November 2011 - May 2012
NIP Group, Inc. November 2008 - November 2011
Hearst Magazines June 2005 - November 2008
Proskauer Rose LLP 2002 - 2005
Siemens 1999 - 2002
Lockheed Martin 1999 - 2002
US Trust 1998 - 1999
Skills
Content Management, SharePoint, Salesforce.com, Cloud Computing, E-commerce, Project Management, Active Directory, Disaster Recovery, Citrix, System Administration, Microsoft Exchange, Digital Asset Management, Mac OS X, SEO, Windows Server, Process Improvement, Windows 7, Vendor Management, OS X, Data Center, Virtualization, Visio, VMware, Troubleshooting, IT Management, Infrastructure, IT Strategy, Enterprise Architecture
Education
DeVry University
Bachelor of Applied Science (BASc), Telecommunications Management
Kean University
Business/Corporate Communications
Open Doors Organization January 2011 - Present
US Trust 2007 - 2009
LaSalle Bank 2000 - 2007
EVEREN Securities 1993 - 1999
Education
The University of Texas at Austin 1987 — 1991
BBA, Finance and International Business
DePaul University
MBA, Finance
Dexia Crédit Local November 2013 - Present
Emigrant Bank May 2011 - November 2013
MBIA January 2007 - 2011
US Trust 2004 - 2007
Prudential Securities 2001 - 2004
Moody's 1994 - 2001
NYC OMB 1990 - 1994
Skills
Fixed Income, Capital Markets, Credit Analysis, Credit Risk, Portfolio Management, Public Finance, Investments, Derivatives, Financial Services, Finance, Alternative Investments, Project Finance, Financial Structuring, Bonds, Securitization, Credit, Bloomberg, Financial Risk, Underwriting
Education
John Jay College of Criminal Justice
Master of Public Administration (M.P.A.)
Hunter College
Bachelor of Arts (B.A.)
US Trust February 2010 - Present
Merrill Lynch Trust Company January 2006 - February 2010
Merrill Lynch Trust Company September 2003 - January 2006
US Trust July 2000 - August 2003
Deloitte & Touche June 1997 - April 2000
Skills
Wealth Management, High Net Worth..., Customer Relations, New Business Development, Financial Planning
Education
Xavier University 1997 — 1999
BA, English
Denison University 1996 — 1997
n/a
Perficient December 2011 - Present
D S Computing February 1993 - December 2011
Bank of America 2007 - 2008
Charles Schwab 2001 - 2007
U.S. Trust Company/Charles Schwab 2001 - 2007
JPMorgan Chase 1996 - 2001
US Trust 1993 - 1996
Skills
SDLC, Business Analysis, Software Project..., Business Intelligence, Vendor Management, PMP, Requirements Analysis, IT Strategy, Mainframe, Data Warehousing, DB2, Enterprise Architecture, Microsoft SQL Server, Agile Methodologies, ETL, Solution Architecture, Integration, SOA, Data Modeling, Oracle, Agile Project Management, Visio
Education
Columbia University in the City of New York 2009 — 2011
M S
Indian Institute of Technology, Kharagpur
M. Tech.
National Institute of Technology Rourkela
B. S.
New York University
InvestTech Systems Consulting 2003 - Present
Robeco Investment Management 2000 - 2003
Oppenheimer Capital 1992 - 2000
US Trust 1987 - 1992
Skills
Alternative Investments, Corporate Actions, Investment Management, Investments, Portfolio Management, SDLC, Strategy, Trading, Business Analysis, Management, Integration, Mutual Funds, Equities, Financial Services, Fixed Income
Education
D'Amore-McKim School of Business at Northeastern University 1985 — 1987
MBA, Finance
University at Buffalo 1981 — 1985
BS, Information Technology
NYU Langone Medical Center 2011 - Present
North Shore-LIJ: Cohen Children's Medical Center February 2010 - November 2010
Pfizer Inc September 2009 - January 2010
U. S. Trust Company, Bank of America Private Wealth Management December 2005 - August 2008
US Trust 2005 - 2008
Adecco Employment Services December 2004 - September 2005
Fala Direct Marketing August 2003 - July 2004
Arrow Electronics 2002 - 2003
The Lord Group Advertising 2000 - 2001
Klemtner Advertising (now Saatchi & Saatchi Healthcare) 1999 - 2000
Skills
Outlook, Microsoft Excel, Microsoft Office, Administrative..., Travel Arrangements, PowerPoint, Customer Service, Microsoft Word, Research, Access, File Management, Project Management
Education
Hunter Business School 2009 — 2009
diploma, Medical & Business Office Admin
City University of New York-Brooklyn College 1968 — 1972
BA, Philosophy
Gooi Global December 2014 - Present
Gooi Global January 2011 - Present
ColBridge Capital December 2010 - September 2014
Grant Park Capital Partners September 2008 - November 2010
US Trust January 2005 - March 2007
Bankers Trust March 1989 - March 1997
Skills
Investments, Hedge Funds, Fixed Income, Alternative Investments, Portfolio Management, Business Development, Asset Management, Marketing, Asset Allocation, Investment Management, Private Equity, Investment Advisory, Wealth Management..., Investment Strategies, Equities, Securities
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Marketing - Finance
Northwestern University 1973 — 1978
BA, Economics
Barclays Capital September 2008 - Present
Lehman Brothers (Barclays Capital) 1992 - Present
Lehman Brothers February 1992 - September 2008
US Trust 1984 - 1990
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance & Marketing
Davidson College 1981 — 1984
BA, Economics
US Trust February 2013 - Present
BlackRock May 2000 - January 2012
Merrill Lynch Investment Managers January 2000 - January 2006
PriceLine January 1999 - January 2000
Putnam Investments January 1997 - January 1999
Bank of Boston January 1994 - January 1997
IBM , T.J. W atson Research Center January 1992 - January 1994
Education
Columbia University in the City of New York 1984 — 1989
Ph.D., Electrical Engineering/Computer Science
Columbia University in the City of New York 1983 — 1984
M.Sc, Electrical Engineering
National Technical University of Athens 1977 — 1982
BS, Electrical Engineering
AAFMAA Wealth Management LLC July 2012 - Present
Wells Fargo Private Bank August 2010 - July 2012
HSBC Private Bank 2007 - March 2011
Citigroup 2002 - 2007
US Trust 1999 - 2002
Republic National Bank 1994 - 1999
US Navy 1972 - 1975
Skills
Estate Planning, High Net Worth..., Wealth Management..., Investment Management, Wealth, Wealth Management, Insurance, Asset Management, Asset Allocation, Retirement Planning, Philanthropy, Financial Planning, Trusts, Special Needs Trusts, Trust Services, Trust Management, Personal Trust..., Strategic Financial..., Financial Advisory, Asset Managment, Mutual Funds, Series 63, Private Banking, Investment Strategies, Relationship Management, Financial Risk, Bonds, Fixed Income, Portfolio Management, Management, Investments, Risk Management, Financial Services, Banking
Education
University of Miami School of Law 1980 — 1983
J.D., Law
Teachers College of Columbia University 1974 — 1975
M.A., Educational Technology
Connecticut College 1968 — 1972
A.B., History
ShareStream March 2009 - Present
US Trust 2007 - 2009
Bank of America 2007 - 2009
City of Ithaca, New York 2004 - 2008
New York State Government 2005 - 2007
Education
Cornell University 2001 — 2005
BS, School of Industrial and Labor Relations
St. Albans 1997 — 2001
Metropolitan Transit Authority of New York (MTA) January 2011 - Present
Deutsche Bank April 2003 - December 2008
deutsche bank 2003 - 2008
US Trust 2003 - 2003
JPMorgan Chase July 2000 - September 2002
Bankers Trust/Deutsche Bank 1999 - 2000
ING 1995 - 1999
Skills
Reconciliations, Reconciliation, AML, Equities, DTC, Accounting, Back Office, Middle Office, Account Reconciliation
Education
City University of New York
BS, Accounting
Heinz Family Office June 2012 - Present
Lazard Freres & Co. March 2010 - June 2012
Marshall Fund December 2007 - April 2010
Citi Private Bank January 2007 - December 2007
US Trust February 2003 - December 2006
Cambridge Associates July 1994 - February 1999
U.S. Navy May 1981 - August 1991
Skills
Investments, Alternative Investments, Hedge Funds, Mutual Funds, Private Equity, Investment Management, Financial Advisory, Asset Management, Asset Allocation, Equities, Capital Markets, Investment Strategies, Fixed Income, Due Diligence
Education
University of Pennsylvania - The Wharton School
MBA, Finance
Cornell University
BA, Economics
U.S. Trust September 2015 - Present
U.S. Trust April 2013 - Present
US Trust November 2009 - April 2013
U.S. Trust June 2008 - August 2008
U.S. Trust May 2007 - August 2007
Skills
Wealth Management, Analysis, Financial Analysis, Strategic Financial..., Asset Management
Education
Campbell University 2004 — 2009
BBA/ MBA, Trust and Wealth Management
Naropa University March 2014 - Present
The Climate Reality Project September 2012 - August 2013
MDG Health Alliance September 2011 - September 2012
Millennium Promise November 2009 - September 2011
The Rockefeller Foundation 2008 - 2008
Global Consulting Group (now Grayling) 2006 - 2008
The Humpty Dumpty Institute 2003 - 2006
US Trust 2000 - 2003
United Nations Office for Project Services 1998 - 2000
Skills
Strategic Communications, Strategic Partnerships, Media Relations, Speech Writing, Brand Management, Brand Awareness, Digital Strategy, Reputation Management, Project Management, Partner Management, Thought Leadership, Public Relations, Corporate Communications, Press Releases, Social Media, Editing, Crisis Communications, Internal Communications, Communications Planning, Marketing Communications, Copywriting, Publicity, Newsletters, Nonprofits, Blogging, Event Management, Marketing, Corporate Social..., Start-ups, Message Development, Digital Media, Web Content, Messaging, Public Affairs, Community Development, Spokesperson, Communication, Public Policy, Non-profit Leadership, Writing, Policy Analysis, Event Planning, Marketing Strategy, Social Media Marketing
Education
Columbia University - School of International and Public Affairs 2000 — 2003
Master of International Affairs, International Relations / International Security Policy
Skyview
UBS Private Wealth Management December 2012 - Present
US Trust February 1999 - December 2012
Education
University of Wisconsin-Madison 1991 — 1995
BA, Economics
Choate Rosemary Hall 1988 — 1991
US Trust July 1987 - Present
Skills
Private Wealth..., High Net Worth..., Asset Allocation, Wealth Transfer, Estate Planning, Foundations, Trusts, Financial Planning, Banking, Philanthropy, Wealth Management..., Strategic Financial..., Trust Services, Wealth, Investment Advisory, Wealth Management, Private Banking, Retirement Planning, Series 7, Mutual Funds, Investments, Portfolio Management, Investment Management
Education
Indian River State College 2009 — 2010
B.A.S., Organizational Management
Northwestern University 2000 — 2002
Graduate Trust School
University of South Florida 1997 — 1999
Graduate Trust School
Cumberland University 1985 — 1987
Business Administration
Executive Service Corps of Southern California May 2010 - Present
US Trust April 2008 - March 2009
U.S. Trust, Bank of America Private Wealth Management 1993 - 2009
U.S. Trust Company 1993 - 2009
Merrill Lynch February 2007 - April 2008
US Trust February 1993 - February 2007
Skills
Investments, Wealth Management..., Management, High Net Worth..., Investment Management, Relationship Management, Strategic Planning, Retirement, Retirement Planning, Financial Advisory, Insurance, Portfolio Management, Wealth, Wealth Management, Finance, Mutual Funds, Strategic Financial..., Asset Allocation
Education
The Institute of Certified Bankers 1996 — 1996
Certified Retirement Services Professional
College for Financial Planning 1986 — 1988
Certified Financial Planner, Financial Planning
Calipatria High School 1964 — 1968
California State University-Los Angeles
Bachelor of Science, Business Administration
PNC Wealth Management May 2015 - Present
US Trust March 2001 - October 2014
Skills
Financial Planners, Investments, Asset Allocation, Wealth Management, Alternative Investments, Estate Planning, Strategic Financial..., Asset Management, Due Diligence, Wealth Management..., Financial Services, Retirement, Investment Advisory, Portfolio Management, Investment Management, Investment Strategies, Estate Tax Planning, Trusts, Asset Managment, Series 7, Loans, Retirement Planning, Tax, Wealth, Private Equity, Financial Advisory, Equities, Banking, High Net Worth..., Trust Services, Private Banking, Securities, Mutual Funds, Fixed Income, Hedge Funds, Series 24, Series 65, Financial Planning
Education
Washington University in St. Louis 1998 — 2002
LLM Tax
The American College
MSFS
Case Western Reserve University
JD
Principia College
BA, English
University School
J.P. Morgan November 2014 - Present
New York Life Insurance Company October 2013 - October 2014
JPMorgan April 2009 - May 2013
JPMorgan Chase April 2005 - April 2009
JPMorgan Chase September 1995 - April 2005
US Trust November 1986 - September 1995
Skills
Relationship Management, Banking, Global Custody, Project Management, Financial Analysis, Manage Client..., Client Liaison, Staff Management, Risk Management, Financial Services, Fixed Income, ETFs, Investments, Securities, Vendor Management, Mutual Funds, Portfolio Management, Asset Management, Equities, Team Building, Process Improvement, Management, Business Analysis, Derivatives, Bloomberg, Corporate Actions, Fund Accounting, Account Management, Accounts Receivable, Client Billing, Billing Process, Outlook, Invoicing, Microsoft Office, Onboarding, Revenue Analysis, Settlement, Fund Administration, Finance, Back Office, Middle Office, Analysis, Hedge Funds, Investment Banking, FX Options, Trading, Financial Risk, Securities Lending, Bonds, Customer Service
Education
City University of New York-Brooklyn College
Fiduciary Trust Company March 2003 - Present
US Trust February 1989 - March 2003
Skills
Portfolio Management, Investments, Asset Management, Equities, Wealth Management, Alternative Investments, Financial Analysis, Private Equity, Investment Management
Education
University of Southern California - Marshall School of Business 1990 — 1993
MBA, Finance
California State University-Northridge 1981 — 1985
BS, Finance
US Trust September 2006 - Present
Education
Campbell University
Masters, Trust and Investment Management
Clemson University
Philosophy, Economics and Business Administration
us trust 1999 - Present
US Trust October 1999 - August 2008
Education
City University of New York-Brooklyn College 1994 — 1999
BS, Accounting
Sandvik Mining and Construction Regional Support Engineer
Vaco Technology Group / WastePro USA February 2010 - September 2010
Ultimate Software May 2007 - January 2009
US Trust June 1999 - September 2004
Deloitte June 1997 - July 1999
Skills
Active Directory, Help Desk Support, Microsoft Office, Windows 7, Windows XP Pro, Remote Desktop, LAN-WAN, DHCP, VPN, Cisco VoIP, Lotus Notes, Blackberry Enterprise..., MS Project, Remote Access, IT Hardware Support, Encryption Software, Tablets, Smartphones, Malwarebytes, GoToMeeting, GoToAssist, Skype, Windows Server, Software Installation, Troubleshooting, Desktop Computers, VMware, Windows XP, Technical Support, Computer Maintenance, Call Centers
Education
Central Texas College 1979 — 1981
Automotive Technology
Mutual of America Capital Management Corp. August 2012 - Present
Lord Abbett August 2003 - August 2012
Gabelli Asset Management January 2000 - June 2003
US Trust May 1999 - August 1999
WorldTeach August 1997 - August 1998
Citigroup June 1994 - August 1997
Skills
Asset Allocation, Asset Management, Asset Managment, Bloomberg, Bonds, Business Valuation, Capital Markets, Competitive Analysis, Derivatives, Due Diligence, Economics, Electronic Trading, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Fundamental Analysis, Hedge Funds, Investment Advisory, Investment Banking, Investment Strategies, Investments, Mergers, Mutual Funds, Options, Portfolio Management, Private Equity, Securities, Series 7, Special Situations, Trading, Trading Systems, Valuation, Value Investing, Wealth Management
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
Lafayette College 1990 — 1994
BA, Math & Economics
US Trust March 2013 - Present
US Trust 2007 - March 2013
Skills
Wealth Management, Estate Planning, Banking, High Net Worth..., Strategic Financial..., Wealth Management..., Asset Allocation, Creative Problem Solving, Investment Management, Private Banking, Trusts, Investment Advisory
Education
Campbell University 2002 — 2007
BBA/MBA, Trust Management/MBA
DR Associates May 1998 - Present
US Trust March 1996 - May 1998
Oppenheimer Capital 1993 - 1996
TIAA-CREF 1984 - 1986
Skills
Economics, Financial Modeling, Management, Equities, Research, Business Analysis, Portfolio Management, Hedge Funds, Valuation, Investments, Entrepreneurship, Corporate Finance, Private Equity, Strategy
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, Finance, Management
University of St Andrews 1969 — 1972
MA, Mediaeval History, Psychology
BGL Limited January 2010 - Present
US Trust February 2006 - August 2008
Education
Cass Business School 1995 — 1997
Msc, Mathematics & Finance
US Trust 1996 - Present
Sterling Capital Management 1991 - 1995
Delaware Management Company 1982 - 1991
Education
Amos Tuck School of Business Administration 1980 — 1982
MBA
Dartmouth College
Economics
Merrill Lynch May 2014 - Present
US Trust November 2010 - May 2014
New York Private Bank & Trust, FSB June 2010 - November 2010
New York Private Bank & Trust, FSB November 2006 - June 2010
Skills
Financial Analysis, Wealth Management, Banking, Investments, Portfolio Management, Asset Managment, Valuation, Risk Management
Education
IE (Instituto de Empresa) 2011 — 2012
M.B.A.
Dartmouth College 2002 — 2006
B.A., Japanese Language & Literature
US Trust 1997 - Present
Sachem Trust N.A. 1995 - 1997
Chase Manhattan Bank N. A. 1988 - 1995
Skills
Wealth Management, Asset Allocation, Estate Planning, Trust Management, High Net Worth..., Investment Advisory, Trust Services, Wealth Management..., Private Banking, Investment Management, Investment Strategies, Retirement Planning, Philanthropic Planning
Education
Tufts University 1973 — 1976
Bachelor of Arts (B.A.), Political Science
Choate Rosemary Hall 1968 — 1972
Diploma
SunTrust Bank 2012 - Present
US Trust 2009 - 2012
US Trust, Bank of America Private Wealth Management 2003 - 2009
ValleyCrest Companies 2001 - 2003
Skills
Risk Management, Portfolio Management, Wealth Management, Private Banking, Asset Management, Compliance, Project Management, Operational Risk..., Corporate Risk, Marketing
Education
Kennesaw State University - Michael J. Coles College of Business 2011 — 2013
Master of Business Administration (M.B.A.)
Campbell University 1998 — 2001
Bachelor of Business Administration (BBA), Business Administration and Marketing Concentration
Turtle Creek Management, LLC June 2007 - Present
US Trust June 1996 - June 2007
Education
Dallas Baptist University
US Trust February 2004 - Present
Merrill Lynch March 2000 - February 2004
Skills
Asset Allocation, Wealth Management..., Trust & Estate Planning, Trust Management, Sales
Education
Dickinson College
Bachelor of Arts (B.A.), Economics and Policy Studies
US Trust June 2007 - Present
Brown Brothers Harriman 1998 - 2007
Skills
Certified Financial..., Certified Trust &..., Asset Management, Asset Allocation, Alternative Investments, Investment Management, Investments, Portfolio Management, Retirement Planning, Series 7, Wealth Management, Wealth Management..., Investment Advisory, Estate Planning
Education
City University of New York-College of Staten Island
State University of New York College at Oneonta
Gordian Group, LLC October 2013 - Present
US Trust 2012 - 2013
Credit Suisse October 2003 - September 2011
Citi August 1997 - October 2003
Skills
Mergers & Acquisitions, Private Equity, Investments, Valuation, Investment Banking, Financial Modeling, Capital Markets, Corporate Finance, Finance, Due Diligence
Education
Colgate University 1993 — 1997
BA, Political Science / Pre-Med
US Trust February 2013 - Present
Bank of America September 2011 - February 2013
Bank of America Corp (DJIA August 2010 - September 2011
EnergyMark LLC May 2010 - August 2010
Skills
Financial Modeling, Banking, Financial Analysis, Loans, Commercial Banking, Underwriting, Portfolio Management, Credit Risk, Corporate Finance, Energy, Commercial Real Estate..., Credit Analysis, Lines Of Credit, Sales, Marketing, Financial Risk, Management, Small Business Lending, Auditing, Commercial Lending, Finance, Relationship Management, Strategy, Analysis, Cross Selling, Asset Based Lending, Loan Origination, Commercial Mortgages, Leadership, Investment Strategies, Mortgage Banking, Asset Allocation, Private Banking
Education
Richard J. Wehle School of Business 2007 — 2010
Bachelors of Science, Finance
Canisius College 2006 — 2010
Bachelors of Science, Finance
US Trust May 2010 - Present
US Trust May 2008 - May 2010
US Trust May 2006 - August 2007
Sprint Nextel November 2004 - May 2006
Skills
Wealth Management, Estate Planning, Strategic Financial..., Investments, Retirement Planning, Portfolio Management, Securities, Mutual Funds, Investment Management, Asset Managment, Asset Allocation, Banking, Retirement
Education
Campbell University 2003 — 2008
MBA, BBA in Trust and Investment Management, Minor in Financial Planning, Trust and Investment Management
US Trust
Skills
Estate Planning, Wealth Management..., Retirement Planning, Strategic Financial..., Fiduciary Management, Fiduciary tax planning, Trust Services, Estate Tax Planning, Estate Administration, Trusts, Wills
Education
UNC Chapel Hill 1973 — 1976
Doctor of Law (J.D.), Law
Davidson College 1969 — 1973
Bachelor of Science (BS), History
US Trust 1991 - 2004
Manufacturers Hanover Investment Corp 1983 - 1990
Skills
Wealth Management, Venture Capital, Wealth Management..., Fixed Income, Investment Strategies, Portfolio Management, Asset Allocation, Asset Management, Bonds, Equities, Securities, Investments, Investment Advisory, High Net Worth..., Strategic Financial..., Alternative Investments, Due Diligence, Financial Advisory, Mutual Funds, Retirement Planning, Investment Management
Education
Columbia University - Columbia Business School 1977 — 1980
MBA, Finance
Columbia Univ. Graduate Sch. of Arts & Sciences 1972 — 1974
MA, American History
Mary Washington College 1967 — 1971
BA, American History
US Trust June 2011 - August 2011
Education
Campbell University 2009 — 2012
BBA, Trust Administration
Johnston community college
US Trust 1990 - Present
Michigan National Bank 1980 - Present
Skills
Wealth Management, Trust Services, Estate Planning, Estate Administration, High Net Worth..., Wealth Management..., Wills, Trusts, Portfolio Management
Education
Davenport University
Bachelors, Business
Beacon Trust Company August 2011 - Present
Beacon Trust Company 2011 - Present
US Trust January 1980 - April 2011
Skills
Investment Management, Wealth Management, Asset Management, Investments, Mutual Funds, Portfolio Management, Asset Allocation, Trust Management, Wealth Management...
Education
Calvin College 1967 — 1971
Calvin College
Fiduciary Trust Company November 2010 - Present
US Trust October 2006 - November 2010
Education
Clark Atlanta University 2000 — 2004
B.A., Accounting
Deutsche Bank January 2010 - Present
Deutsche Bank October 2004 - January 2010
US Trust September 2003 - October 2004
Morgan Stanley January 2000 - September 2003
Morgan Stanley January 1998 - January 2000
Morgan Stanley 1996 - 1998
Bear Stearns 1991 - 1996
Education
Brooklyn College
Bachelor of Science (BS), Accounting
Long Island University, Brooklyn Campus
Master of Business Administration (MBA), Business Administration and Management, General
Misys AnalystSector Analysis Ltd1999 - 1999
US Trust 1994 - 1997
Skills
Trading Systems, Fixed Income, Derivatives, Capital Markets, Summit, Interest Rate..., Financial Markets, Market Risk, Risk Management, Financial Services, Investment Banking
Education
Columbia University - Columbia Business School 2008 — 2009
Master of Business Administration (MBA)
London School of Economics and Political Science 1998 — 1999
Master's degree, Finance, General
US Trust July 2012 - Present
Bank of America January 2010 - July 2012
Bank of America February 2002 - January 2012
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Sales, Leadership, Employee Training
Education
University of North Carolina at Charlotte 2002 — 2007
Bachelor of Science Business Management, Finance and Financial Management Services
Central Piedmont Community College 1996 — 2001
Wells Fargo Private Bank Legal Specialty Group 2010 - Present
Wachovia Bank Wealth Management January 2007 - October 2010
US Trust June 2005 - December 2007
Education
Cornell University
Bachelor of Arts (BA)