US Trust

Description

U.S. Trust, Bank of America Private Wealth Management was founded in 1853 as the United States Trust Company of New York. It operated independently until 2000, when it was acquired by Charles Schwab, and Co., and subsequently was sold to, and became a subsidiary of, Bank of America in 2007. Acquisition date: 20 November 2006 Parent organizations: Bank of America, Bank of America, National Association Subsidiaries: U.S. Trust Co. of New York,

US Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at US Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.

US Trust Salaries. You can even request information on how much does US Trust pay if you want to. Learn about salaries, pros and cons of working for US Trust directly from the past employees.

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1,967 US Trust employees in database. Find out everything there's to know about US Trust employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

US Trust Employees

Employee
Years
Job
Industry
Katie Driscoll Katie Driscoll Greater Chicago Area Details
Katie Driscoll's US Trust Experience 2005 - 2007
Job Senior Associate Brand Manager at Bel Brands USA
Industry Market Research
Experience
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

J. Aaron Sullivan J. Aaron Sullivan Fort Worth, Texas Details
J. Aaron Sullivan's US Trust Experience July 2011 - Present
Job
Industry Banking
Experience
US Trust   July 2011 - Present

Education
Campbell University   2010 — 2011
MBA

Campbell University   2006 — 2011
BBA, Trust & Wealth Management

Antoinette Guillopo, MBA Antoinette Guillopo, MBA Orlando, Florida Area Details
Antoinette Guillopo, MBA's US Trust Experience February 1994 - September 1997
Job
Industry Human Resources
Experience
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

Maura E. Halloran Maura E. Halloran Greater Boston Area Details
Maura E. Halloran's US Trust Experience May 2011 - Present
Job Fixed Income Trader at US Trust
Industry Financial Services
Experience
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

Jason Niell, CTFA Jason Niell, CTFA Greensboro/Winston-Salem, North Carolina Area Details
Jason Niell, CTFA's US Trust Experience September 2009 - June 2015
Job VP; Sr. Trust Administrator at Wells Fargo Wealth Management
Industry Financial Services
Experience
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

Christine Ansbro Christine Ansbro Greater New York City Area Details
Christine Ansbro's US Trust Experience September 1998 - August 2002
Job Managing Director at Robeco
Industry Financial Services
Experience
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

David Schnur David Schnur Boston, Massachusetts Details
David Schnur's US Trust Experience February 2008 - June 2012
Job Director at Macoma Capital Group
Industry Investment Management
Experience
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

Lauren Dustin Lauren Dustin Greater New York City Area Details
Lauren Dustin's US Trust Experience 1984 - 1995
Job Product Risk Management CIB Investor Services
Industry Banking
Experience
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

Addison Dascombe Addison Dascombe Greater New York City Area Details
Addison Dascombe's US Trust Experience June 2012 - August 2012
Job Financial Advisor at AJ Wealth
Industry Financial Services
Experience
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

Jordan Wolff, CTFA, MBA Jordan Wolff, CTFA, MBA Greater Philadelphia Area Details
Jordan Wolff, CTFA, MBA's US Trust Experience June 2009 - August 2009
Job Trust Officer and Relationship Manager at Charles Schwab
Industry Financial Services
Experience
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

Jane Symington Jane Symington Larchmont, New York Details
Jane Symington's US Trust Experience June 1988 - October 1995
Job Principal, Senior Client Advisor at Bessemer Trust
Industry Investment Management
Experience
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

Matt Taube Matt Taube Greater New York City Area Details
Matt Taube's US Trust Experience July 2010 - August 2010
Job Manager, Global Corporate Payments Finance at American Express
Industry Financial Services
Experience
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

Jeremy A. Winters Jeremy A. Winters Raleigh-Durham, North Carolina Area Details
Jeremy A. Winters's US Trust Experience June 2011 - August 2011
Job Master of Accounting Student UNCCH
Industry Banking
Experience
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

Pam Ellison Pam Ellison Greater Seattle Area Details
Pam Ellison's US Trust Experience January 1997 - August 2012
Job Senior Vice President,Wealth Advisor at Wells Fargo Private Bank
Industry Financial Services
Experience
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

Brent Crawford Brent Crawford Fort Myers, Florida Area Details
Brent Crawford's US Trust Experience August 2001 - October 2012
Job Executive Vice PresidentSr. Managing Partner at Trevett Capital Partners
Industry Financial Services
Experience
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

Scott Dredger Scott Dredger Greater New York City Area Details
Scott Dredger's US Trust Experience 2002 - 2003
Job Director at Bank of TokyoMitsubishi UFJ
Industry Financial Services
Experience
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

Gene Malakhov Gene Malakhov Greater New York City Area Details
Gene Malakhov's US Trust Experience November 2000 - July 2007
Job VP at Merrill Lynch , Bank of America Private Wealth Management
Industry Financial Services
Experience
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

Liz Nickles Liz Nickles Greater New York City Area Details
Liz Nickles's US Trust Experience 2007 - 2008
Job President at Black Label Brand Development
Industry Management Consulting
Experience
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

Aubrey Hodges Aubrey Hodges Greater New York City Area Details
Aubrey Hodges's US Trust Experience June 2003 - March 2005
Job Financial Services Professional
Industry Financial Services
Experience
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

Belkis Carrasco Belkis Carrasco Greater New York City Area Details
Belkis Carrasco's US Trust Experience October 2001 - November 2004
Job Digital Ad Operations
Industry Publishing
Experience
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

D. Amedeo Morreale D. Amedeo Morreale Greater New York City Area Details
D. Amedeo Morreale's US Trust Experience February 1996 - March 1999
Job Vice President at BNY Mellon
Industry Financial Services
Experience
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

Tom Eichenberger Tom Eichenberger Greater New York City Area Details
Tom Eichenberger's US Trust Experience 1982 - 1995
Job Senior Vice President at Northern Trust
Industry Financial Services
Experience
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

Christian Gannon Christian Gannon Raleigh-Durham, North Carolina Area Details
Christian Gannon's US Trust Experience May 2011 - August 2011
Job Investment Analyst at Hatteras Funds
Industry Financial Services
Experience
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

Ivy Flores Ivy Flores Greater Los Angeles Area Details
Ivy Flores's US Trust Experience September 1999 - February 2002
Job Marketing Executive at Western Asset Management
Industry Investment Management
Experience
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

Akshai Maxwell Akshai Maxwell United States Details
Akshai Maxwell's US Trust Experience September 2005 - Present
Job Portfolio Manager at US Trust
Industry Investment Management
Experience
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

John Gianni, MBA, CTFA John Gianni, MBA, CTFA Greater New York City Area Details
John Gianni, MBA, CTFA's US Trust Experience August 2001 - September 2004
Job Wealth Advisor at Key Private Bank
Industry Financial Services
Experience
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

Lyndia Hayden, MS, PMP Lyndia Hayden, MS, PMP Greater New York City Area Details
Lyndia Hayden, MS, PMP's US Trust Experience 1991 - 1995
Job Director at OptumInsight
Industry Hospital & Health Care
Experience
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

Alison Peeler Alison Peeler Greensboro/Winston-Salem, North Carolina Area Details
Alison Peeler's US Trust Experience April 1990 - April 1997
Job Partner Bowen Peeler Financial Advisors; Partner, Forefront Investment Counselors
Industry Financial Services
Experience
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

Dorothy Kovar Dorothy Kovar Greater Minneapolis-St. Paul Area Details
Dorothy Kovar's US Trust Experience April 2001 - Present
Job Senior Vice President at U.S. Trust
Industry Financial Services
Experience
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

Makayla Thrower Makayla Thrower Charlotte, North Carolina Area Details
Makayla Thrower's US Trust Experience September 2007 - June 2011
Job Senior Compensation Consultant at Bank of America
Industry Banking
Experience
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

Whit Wilks Whit Wilks Charlotte, North Carolina Area Details
Whit Wilks's US Trust Experience November 1997 - July 2007
Job Director at Novare Capital Management Private Wealth Management & Planning for Successful Families
Industry Investment Management
Experience
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

Annette M. Love, MBA Annette M. Love, MBA Phoenix, Arizona Details
Annette M. Love, MBA's US Trust Experience June 2008 - Present
Job Portfolio Manager Associate at U S Trust
Industry Banking
Experience
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

Tiffany Irving Tiffany Irving Greater Chicago Area Details
Tiffany Irving's US Trust Experience May 2012 - Present
Job Sr. Vice President, Private Client Advisor at US Trust
Industry Financial Services
Experience
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

David Waldo David Waldo Hartford, Connecticut Area Details
David Waldo's US Trust Experience 2006 - 2008
Job Vice President, Retirement Plan Specialist
Industry Financial Services
Experience
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

Francesca Torres Francesca Torres Greater Boston Area Details
Francesca Torres's US Trust Experience March 1997 - July 1998
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
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)

Andrew Kosche Andrew Kosche Greater New York City Area Details
Andrew Kosche's US Trust Experience 2006 - 2008
Job Managing Director at Bank of America
Industry Financial Services
Experience
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

Craig Wruck Craig Wruck Arcata, California Details
Craig Wruck's US Trust Experience 2001 - 2003
Job Vice President of University Advancement and Relentless Optimist
Industry Nonprofit Organization Management
Experience
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

James Certoma, MBCP, MBCI James Certoma, MBCP, MBCI Greater New York City Area Details
James Certoma, MBCP, MBCI's US Trust Experience 1982 - 1995
Job Certified Business Continuity Professional
Industry Information Services
Experience
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

Ernest Stair Ernest Stair Greater New York City Area Details
Ernest Stair's US Trust Experience October 1990 - April 1996
Job AML Analyst at BNP Paribas
Industry Financial Services
Experience
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 Ashley, Jr Emery Ashley, Jr Winston Salem, North Carolina Details
Emery Ashley, Jr's US Trust Experience June 2010 - August 2010
Job Attorney at Emery D. Ashley, Jr. Attorney at Law
Industry Law Practice
Experience
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

J. Dustin Beall J. Dustin Beall Washington D.C. Metro Area Details
J. Dustin Beall's US Trust Experience October 2011 - January 2013
Job Family Office Representative at Keel Point Advisors
Industry Financial Services
Experience
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

Russ Lockamy Russ Lockamy Raleigh-Durham, North Carolina Area Details
Russ Lockamy's US Trust Experience June 2010 - August 2010
Job Realtor/Investor, JR Real Estate, SFR, ePRO
Industry Real Estate
Experience
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

Linda Flower-McCann Linda Flower-McCann Greater Detroit Area Details
Linda Flower-McCann's US Trust Experience 2007 - March 2015
Job Retired Senior Vice President at US Trust
Industry Investment Management
Experience
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

Lisa Burrows, CFA Lisa Burrows, CFA Greater Boston Area Details
Lisa Burrows, CFA's US Trust Experience 2003 - 2005
Job Senior National Accounts Manager at AQR Capital Management
Industry Financial Services
Experience
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

Lorenzo Segarra Lorenzo Segarra Greater New York City Area Details
Lorenzo Segarra's US Trust Experience October 1991 - July 2007
Job Security Supervisor at The New York Botanical Garden
Industry Security and Investigations
Experience
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

SANTOS PEREZ SANTOS PEREZ Greater New York City Area Details
SANTOS PEREZ's US Trust Experience 1986 - 1988
Job Change Management Analyst at Barclays Wealth and Investment Management
Industry Financial Services
Experience
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

Garry Shuman Garry Shuman Hampstead, North Carolina Details
Garry Shuman's US Trust Experience May 2011 - August 2011
Job Real Estate Broker
Industry Real Estate
Experience
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

Miriam Esteve Miriam Esteve Miami/Fort Lauderdale Area Details
Miriam Esteve's US Trust Experience October 2005 - July 2007
Job Consultant/ Investor
Industry Financial Services
Experience
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

Bill Boswell Bill Boswell Greenville, South Carolina Area Details
Bill Boswell's US Trust Experience June 2004 - March 2009
Job Palmetto Trust
Industry Financial Services
Experience
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

Daniel Craver Daniel Craver Raleigh, North Carolina Details
Daniel Craver's US Trust Experience June 2012 - August 2012
Job Workplace Planning & Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Miguel Poncé, Jr., CFA, CAIA Miguel Poncé, Jr., CFA, CAIA Charlotte, North Carolina Area Details
Miguel Poncé, Jr., CFA, CAIA's US Trust Experience 2001 - 2004
Job Investment Research
Industry Investment Management
Experience
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

Chris Malstead Chris Malstead Cleveland, Ohio Details
Chris Malstead's US Trust Experience November 2009 - November 2010
Job Wholesale Transformation Program Office at Wells Fargo
Industry Program Development
Experience
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

Abby Norris Abby Norris Long Beach, California Details
Abby Norris's US Trust Experience June 2012 - August 2012
Job Trust Administrator II at Wells Fargo
Industry Financial Services
Experience
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

Mitzi Mulloy Mitzi Mulloy Orlando, Florida Area Details
Mitzi Mulloy's US Trust Experience August 2012 - Present
Job Trust Officer at US Trust
Industry Legal Services
Experience
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

Callie Guthrie Brooks, CTFA Callie Guthrie Brooks, CTFA Palm Beach, Florida Details
Callie Guthrie Brooks, CTFA's US Trust Experience June 2011 - August 2011
Job Service Operations Manager, Client Services at Abbot Downing, A Wells Fargo Business
Industry Financial Services
Experience
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

Dana G. Sippel, CFP®, CPA Dana G. Sippel, CFP®, CPA Washington D.C. Metro Area Details
Dana G. Sippel, CFP®, CPA's US Trust Experience 2006 - 2009
Job Financial Advisor to Physicians, Professionals and near Retirees
Industry Financial Services
Experience
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

Jada Britto Jada Britto Greater New York City Area Details
Jada Britto's US Trust Experience 1995 - 1996
Job Brand Strategy & Creative Direction
Industry Design
Experience
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

Tim Stephenson, CTFA Tim Stephenson, CTFA Bradenton, Florida Details
Tim Stephenson, CTFA's US Trust Experience June 2010 - August 2014
Job Graduate Student at Southeastern Baptist Theological Seminary
Industry Higher Education
Experience
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

Nina Surviladze, CTFA Nina Surviladze, CTFA New York, New York Details
Nina Surviladze, CTFA's US Trust Experience 2009 - Present
Job AVP; Trust Administrative Officer
Industry Banking
Experience
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

Jim Brous Jim Brous Greater New York City Area Details
Jim Brous's US Trust Experience December 1985 - January 1990
Job Managing Partner, Metro Solutions Inc
Industry Information Technology and Services
Experience
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

Matt Goff Matt Goff San Francisco Bay Area Details
Matt Goff's US Trust Experience March 2007 - April 2008
Job iShares ETF Portfolio Manager
Industry Investment Management
Experience
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

Bryan Allen Bryan Allen Greater New York City Area Details
Bryan Allen's US Trust Experience May 2002 - March 2006
Job EVP, Chief Human Resource Officer at CIT
Industry Financial Services
Experience
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

Jason Willits, CTFA® Jason Willits, CTFA® Harrisburg, Pennsylvania Area Details
Jason Willits, CTFA®'s US Trust Experience June 2006 - June 2011
Job VP; Relationship Manager / Fiduciary Specialist
Industry Banking
Experience
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

Jeffrey Concepcion Jeffrey Concepcion Greater New York City Area Details
Jeffrey Concepcion's US Trust Experience June 2006 - June 2007
Job Vice President at Millennium Partners
Industry Financial Services
Experience
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

Patrick Middleton Patrick Middleton Greater Boston Area Details
Patrick Middleton's US Trust Experience January 2008 - September 2013
Job Investment Management Professional
Industry Investment Management
Experience
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

Chris Corcuera Chris Corcuera Greater New York City Area Details
Chris Corcuera's US Trust Experience September 2000 - August 2008
Job Applications Manager at Cleary Gottlieb Steen & Hamilton LLP
Industry Information Technology and Services
Experience
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

dave canale dave canale Greater New York City Area Details
dave canale's US Trust Experience 1985 - 1996
Job NonProfit Organization Management Professional
Industry Nonprofit Organization Management
Experience
fairfield properties  2004 - 2006
us trust   1985 - 1996
united states trust company  1985 - 1996

Education
Dowling College   1993 — 1996
MBA

Kevin J. Foley Kevin J. Foley Greater New York City Area Details
Kevin J. Foley's US Trust Experience February 2015 - Present
Job US TRUST, MANAGING DIRECTOR
Industry Banking
Experience
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

Rod Colburn Rod Colburn Greater New York City Area Details
Rod Colburn's US Trust Experience April 2006 - Present
Job SVP at US Trust
Industry Banking
Experience
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

Sean Bresnahan Sean Bresnahan Spokane, Washington Area Details
Sean Bresnahan's US Trust Experience 1997 - 2002
Job VP, Loan Product Manager at Umpqua Bank
Industry Banking
Experience
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

Ryan A. Newkirk Ryan A. Newkirk Greensboro/Winston-Salem, North Carolina Area Details
Ryan A. Newkirk's US Trust Experience March 2008 - Present
Job Senior Vice President at US Trust
Industry Financial Services
Experience
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

Annie Hildreth Annie Hildreth Greater Boston Area Details
Annie Hildreth's US Trust Experience April 2013 - Present
Job SVP, Division Philanthropic Exec at US Trust
Industry Financial Services
Experience
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

Rod Colburn Rod Colburn Greater New York City Area Details
Rod Colburn's US Trust Experience April 2006 - April 2008
Job Managing Director at Goldman Sachs
Industry Banking
Experience
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

Michele Meyer LoBiondo Michele Meyer LoBiondo Greater New York City Area Details
Michele Meyer LoBiondo's US Trust Experience 1997 - 1999
Job Senior Bank Examiner Equities/Derivatives
Industry Financial Services
Experience
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

David Canale David Canale Greater New York City Area Details
David Canale's US Trust Experience 1985 - 1996
Job Manager at Fairfield Properties
Industry Real Estate
Experience
Fairfield Properties  administratorus trust1985 - 1996
us trust   1985 - 1996

Education
Dowling College   1992 — 1996

Richard Chesterton, CFA Richard Chesterton, CFA Greater New York City Area Details
Richard Chesterton, CFA's US Trust Experience February 1998 - August 2007
Job Chief Investment Officer at Inverness Counsel
Industry Investment Management
Experience
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

Kerry Springle Kerry Springle Greater New York City Area Details
Kerry Springle's US Trust Experience September 1987 - August 2008
Job Seasoned resultsproducing Financial Services Professional in operations, mutual funds, marketing & client services.
Industry Financial Services
Experience
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

Sherri Lange Sherri Lange Greater Chicago Area Details
Sherri Lange's US Trust Experience April 2010 - Present
Job SVP, Custom Credit Executive at US Trust
Industry Banking
Experience
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

Thomas Pugliese Thomas Pugliese Greater New York City Area Details
Thomas Pugliese's US Trust Experience July 2001 - July 2007
Job Consultant Systems/Software QA at Bank of America (formerly U.S. Trust)
Industry Financial Services
Experience
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

Maria (Myra) Rice Maria (Myra) Rice Orange County, California Area Details
Maria (Myra) Rice's US Trust Experience 2008 - 2012
Job Senior Administrative Associate at Deloitte
Industry Management Consulting
Experience
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

Theresa Halpern Theresa Halpern Greater New York City Area Details
Theresa Halpern's US Trust Experience February 1981 - Present
Job SVP at US Trust
Industry Investment Management
Experience
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

Don Casler Don Casler Greater New York City Area Details
Don Casler's US Trust Experience June 1993 - Present
Job Managing Director at US Trust
Industry Banking
Experience
US Trust   June 1993 - Present

Education
Cornell University   1975 — 1979

Nicholas Campanella Nicholas Campanella Greater New York City Area Details
Nicholas Campanella's US Trust Experience 1979 - 1997
Job VP at Prudential Financial
Industry Financial Services
Experience
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

Edward Schefen Edward Schefen Greater New York City Area Details
Edward Schefen's US Trust Experience 1992 - 1995
Job LMS Analyst at BMW of North America, LLC
Industry Computer Software
Experience
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

Lynn Maaske Lynn Maaske Saint Paul, Minnesota Details
Lynn Maaske's US Trust Experience July 2010 - June 2012
Job Wealth Management Advisor at U.S. Bank
Industry Investment Management
Experience
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

Lisa Kodama,Lisa,GLENDALE,Purchasing Lisa Kodama,Lisa,GLENDALE,Purchasing Greater Los Angeles Area Details
Lisa Kodama,Lisa,GLENDALE,Purchasing's US Trust Experience June 1988 - April 1991
Job Group Manager,Supplier Management, Procurement Excellence at Nestlé USA
Industry Food & Beverages
Experience
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

Laura Mullahy Laura Mullahy Greater New York City Area Details
Laura Mullahy's US Trust Experience 1988 - 2008
Job Health Center Manager at Random House
Industry Publishing
Experience
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

Greg Borys Greg Borys Greater New York City Area Details
Greg Borys's US Trust Experience 1998 - 1999
Job Enterprise Solution Architect Global Operations & Infrastructure at McGrawHill
Industry Information Services
Experience
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

Adrea Lipp Adrea Lipp Greater Chicago Area Details
Adrea Lipp's US Trust Experience 2007 - 2009
Job Wealth Management Professional
Industry Financial Services
Experience
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

Linda Ebrahim Linda Ebrahim Greater New York City Area Details
Linda Ebrahim's US Trust Experience 2004 - 2007
Job Head of Municipal Risk at Dexia Crédit Local
Industry Financial Services
Experience
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.)

Sarah Ziegler-Grilk Sarah Ziegler-Grilk Greater New York City Area Details
Sarah Ziegler-Grilk's US Trust Experience February 2010 - Present
Job Managing Director & Senior Trust Officer at US Trust
Industry Financial Services
Experience
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

Diwakar Sarwadnya Diwakar Sarwadnya Greater New York City Area Details
Diwakar Sarwadnya's US Trust Experience 1993 - 1996
Job Technical Architect at Perficient
Industry Information Technology and Services
Experience
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

Bennett Kaplan Bennett Kaplan Greater Atlanta Area Details
Bennett Kaplan's US Trust Experience 1987 - 1992
Job Principal at InvestTech
Industry Financial Services
Experience
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

Andrea Ohlsson Andrea Ohlsson Greater New York City Area Details
Andrea Ohlsson's US Trust Experience 2005 - 2008
Job Administrative Associate at NYU Langone Medical Center
Industry Hospital & Health Care
Experience
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

Barry M. Adams Barry M. Adams Des Moines, Iowa Area Details
Barry M. Adams's US Trust Experience January 2005 - March 2007
Job COO Gooi Global
Industry Venture Capital & Private Equity
Experience
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

Emily Davis-Knight Emily Davis-Knight Greater New York City Area Details
Emily Davis-Knight's US Trust Experience 1984 - 1990
Job SVP at Barclays / Lehman Brothers in Investment Banking
Industry Financial Services
Experience
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

Tasos Bouloutas Tasos Bouloutas Greater New York City Area Details
Tasos Bouloutas's US Trust Experience February 2013 - Present
Job US Trust
Industry Financial Services
Experience
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

Bonnie Humphrey Bonnie Humphrey Winter Park, Florida Details
Bonnie Humphrey's US Trust Experience 1999 - 2002
Job Executive Vice President and Chief Fiduciary Officer at AAFMAA Wealth Management & Trust LLC
Industry Financial Services
Experience
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

Gayraud Townsend Gayraud Townsend Greater New York City Area Details
Gayraud Townsend's US Trust Experience 2007 - 2009
Job Director of Business Development at ShareStream
Industry Information Technology and Services
Experience
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

Azeem Khairullah Azeem Khairullah Greater New York City Area Details
Azeem Khairullah's US Trust Experience 2003 - 2003
Job Accountant
Industry Financial Services
Experience
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

Andrew Eberhart Andrew Eberhart Princeton, New Jersey Details
Andrew Eberhart's US Trust Experience February 2003 - December 2006
Job Chief Investment Officer at HFO
Industry Investment Management
Experience
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

Julie Cameron, CFP®, CTFA Julie Cameron, CFP®, CTFA Boston, Massachusetts Details
Julie Cameron, CFP®, CTFA's US Trust Experience September 2015 - Present
Job VP, Senior Trust Officer at U.S. Trust
Industry Financial Services
Experience
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

Bill Rigler Bill Rigler Boulder, Colorado Details
Bill Rigler's US Trust Experience 2000 - 2003
Job Director of University Relations at Naropa University
Industry Public Relations and Communications
Experience
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

Roderick Wagner Roderick Wagner Greater Boston Area Details
Roderick Wagner's US Trust Experience February 1999 - December 2012
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
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

Bonney Johnson, CTFA Bonney Johnson, CTFA Fort Pierce, Florida Area Details
Bonney Johnson, CTFA's US Trust Experience July 1987 - Present
Job Senior Vice President/Sr Trust Officer of U.S. Trust
Industry Financial Services
Experience
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

Dennis Kunisaki Dennis Kunisaki Greater Los Angeles Area Details
Dennis Kunisaki's US Trust Experience April 2008 - March 2009
Job Consultant and Coach at Executive Service Corps of Southern California
Industry Financial Services
Experience
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

David Carroll Johnson David Carroll Johnson Greater St. Louis Area Details
David Carroll Johnson's US Trust Experience March 2001 - October 2014
Job Senior Vice President, PNC Wealth Management
Industry Financial Services
Experience
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

Arlethia Hutchinson Arlethia Hutchinson Greater New York City Area Details
Arlethia Hutchinson's US Trust Experience November 1986 - September 1995
Job Client Service Manager, Associate
Industry Financial Services
Experience
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

Stephen J. Dutka, CFA Stephen J. Dutka, CFA Greater Los Angeles Area Details
Stephen J. Dutka, CFA's US Trust Experience February 1989 - March 2003
Job Managing Director
Industry Investment Management
Experience
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

Karen Killian Karen Killian Greensboro/Winston-Salem, North Carolina Area Details
Karen Killian's US Trust Experience September 2006 - Present
Job Trust Officer at US Trust
Industry Financial Services
Experience
US Trust   September 2006 - Present

Education
Campbell University
Masters, Trust and Investment Management

Clemson University
Philosophy, Economics and Business Administration

irene begelfer irene begelfer Greater New York City Area Details
irene begelfer's US Trust Experience 1999 - Present
Job Financial Services Professional
Industry Financial Services
Experience
us trust   1999 - Present
US Trust   October 1999 - August 2008

Education
City University of New York-Brooklyn College   1994 — 1999
BS, Accounting

Kevin McClendon Kevin McClendon Greater Atlanta Area Details
Kevin McClendon's US Trust Experience June 1999 - September 2004
Job Technical Support Professional
Industry Information Technology and Services
Experience
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

Evan Carpenter Evan Carpenter Greater New York City Area Details
Evan Carpenter's US Trust Experience May 1999 - August 1999
Job Vice President, Equities Research at Mutual of America Capital Management Corp.
Industry Investment Management
Experience
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

Jeremy R McLain, CTFA Jeremy R McLain, CTFA Greater Seattle Area Details
Jeremy R McLain, CTFA's US Trust Experience March 2013 - Present
Job Trust Officer at US Trust
Industry Banking
Experience
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

Christian Robertson Christian Robertson Greater New York City Area Details
Christian Robertson's US Trust Experience March 1996 - May 1998
Job Managing Director at DR Associates
Industry Investment Management
Experience
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

Tamunoye Alazigha Tamunoye Alazigha Greater New York City Area Details
Tamunoye Alazigha's US Trust Experience February 2006 - August 2008
Job Financial Engineer & Quantitative Strategist
Industry Financial Services
Experience
BGL Limited   January 2010 - Present
US Trust   February 2006 - August 2008

Education
Cass Business School   1995 — 1997
Msc, Mathematics & Finance

Paul Ehrsam Paul Ehrsam Houston, Texas Area Details
Paul Ehrsam's US Trust Experience 1996 - Present
Job Market Investment Director at US Trust
Industry Financial Services
Experience
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

Eisho Porter Eisho Porter Greater New York City Area Details
Eisho Porter's US Trust Experience November 2010 - May 2014
Job VP, Sr. Product Specialist at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Richard Cella Richard Cella Greater New York City Area Details
Richard Cella's US Trust Experience 1997 - Present
Job Senior Vice President at US Trust
Industry Financial Services
Experience
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

Tiphanie Walters Tiphanie Walters Greater Atlanta Area Details
Tiphanie Walters's US Trust Experience 2009 - 2012
Job Innovative MBA, with strong risk, wealth, compliance and project management skills
Industry Banking
Experience
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

Brandy Lottman Brandy Lottman Dallas/Fort Worth Area Details
Brandy Lottman's US Trust Experience June 1996 - June 2007
Job Assistant Vice President at Turtle Creek Management, LLC
Industry Investment Management
Experience
Turtle Creek Management, LLC   June 2007 - Present
US Trust   June 1996 - June 2007

Education
Dallas Baptist University

Stacie Aubrey Stacie Aubrey Hartford, Connecticut Area Details
Stacie Aubrey's US Trust Experience February 2004 - Present
Job Vice President at US Trust
Industry Financial Services
Experience
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

Ross Saia, CFP, CTFA Ross Saia, CFP, CTFA West Palm Beach, Florida Area Details
Ross Saia, CFP, CTFA's US Trust Experience June 2007 - Present
Job Senior Vice President Senior Trust Officer at US Trust
Industry Financial Services
Experience
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

Heather Mosbacher Heather Mosbacher Greater New York City Area Details
Heather Mosbacher's US Trust Experience 2012 - 2013
Job Managing Director at Gordian Group, LLC
Industry Financial Services
Experience
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

Alexander Caldiero Alexander Caldiero Greater New York City Area Details
Alexander Caldiero's US Trust Experience February 2013 - Present
Job Associate, Private Wealth Management at U.S. Trust
Industry Banking
Experience
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

Jacob L. Wilson, CTFA Jacob L. Wilson, CTFA Sarasota, Florida Area Details
Jacob L. Wilson, CTFA's US Trust Experience May 2010 - Present
Job Vice President Senior Trust Officer at U.S. Trust
Industry Financial Services
Experience
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

Sefton Stevens Sefton Stevens Raleigh-Durham, North Carolina Area Details
Sefton Stevens's US Trust Experience
Job Retired Attorney and Trust Officer at US Trust
Industry Financial Services
Experience
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

Dee Patberg Dee Patberg Fort Pierce, Florida Area Details
Dee Patberg's US Trust Experience 1991 - 2004
Job Independent Financial Services Professional
Industry Financial Services
Experience
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

Garry Shuman Garry Shuman Raleigh-Durham, North Carolina Area Details
Garry Shuman's US Trust Experience June 2011 - August 2011
Job Student at Campbell University
Industry Financial Services
Experience
US Trust   June 2011 - August 2011

Education
Campbell University   2009 — 2012
BBA, Trust Administration

Johnston community college

Denise Oughton Denise Oughton Troy, Michigan Details
Denise Oughton's US Trust Experience 1990 - Present
Job Vice President, Senior Trust Officer at US Trust
Industry Financial Services
Experience
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

Charles Roukema Charles Roukema Mahwah, New Jersey Details
Charles Roukema's US Trust Experience January 1980 - April 2011
Job Trust Officer at Beacon Trust Company
Industry Investment Management
Experience
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

Shania Weir-Fanelli Shania Weir-Fanelli Scarsdale, New York Details
Shania Weir-Fanelli's US Trust Experience October 2006 - November 2010
Job Assistant Vice President at Fiduciary Trust Company
Industry Investment Management
Experience
Fiduciary Trust Company  November 2010 - Present
US Trust   October 2006 - November 2010

Education
Clark Atlanta University   2000 — 2004
B.A., Accounting

Judy Matos Zea Judy Matos Zea Cliffside Park, New Jersey Details
Judy Matos Zea's US Trust Experience September 2003 - October 2004
Job Finance Director at Deutsche Bank
Industry Investment Banking
Experience
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

Igor Bidny Igor Bidny New York, New York Details
Igor Bidny's US Trust Experience 1994 - 1997
Job Regional Director Solution Consulting at Misys
Industry Computer Software
Experience
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

Christine Tewell Christine Tewell Matthews, North Carolina Details
Christine Tewell's US Trust Experience July 2012 - Present
Job
Industry Financial Services
Experience
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

Margaret FlorCruz Margaret FlorCruz San Francisco, California Details
Margaret FlorCruz's US Trust Experience June 2005 - December 2007
Job Vice President, Private Banker at Wells Fargo Legal Specialty Group
Industry Banking
Experience
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)

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