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
Schiavoni Tara Schiavoni Tara Mount Pleasant, South Carolina Details
Schiavoni Tara's US Trust Experience May 2010 - Present
Job Trust Administrative Officer at US Trust
Industry Financial Services
Experience
US Trust   May 2010 - Present
US Trust   December 1998 - May 2010
United States Navy  September 1993 - December 1998

Skills
Private Banking, Investments, Banking, Wealth Management..., Credit, Estate Planning, Investment Management, Retirement Planning

Education
Trident Technical College   2012 — 2015
Registered Nursing/Registered Nurse

Florida Community College at Jacksonville

Alexandra G Escobedo, CFA, CFP® Alexandra G Escobedo, CFA, CFP® Miami/Fort Lauderdale Area Details
Alexandra G Escobedo, CFA, CFP®'s US Trust Experience October 2012 - Present
Job Portfolio Manager at US Trust
Industry Financial Services
Experience
US Trust   October 2012 - Present
US Trust   July 2011 - October 2012
TradeStation Securities  May 2009 - July 2011
Franklin Templeton Investments  March 2008 - April 2009
BlackRock  May 2007 - August 2007

Education
Florida International University - College of Business   2004 — 2007
B.B.A., Finance/Economics

Mary Davey Mary Davey Greater New York City Area Details
Mary Davey's US Trust Experience September 2000 - June 2007
Job Managing Director at Fiduciary Trust Company
Industry Banking
Experience
Fiduciary Trust Company  June 2010 - Present
Morgan Stanley  June 2007 - October 2009
US Trust   September 2000 - June 2007
United States Trust   2000 - 2007
Chemical Bank  September 1988 - August 2000

Education
Fordham University
BS, Finance & Economics

Jill Hardesty Jill Hardesty Norfolk, Virginia Details
Jill Hardesty's US Trust Experience December 2013 - Present
Job US Trust
Industry Banking
Experience
US Trust   December 2013 - Present
Weatherly Investment Associates, LLC   January 2009 - November 2013
Wachovia Bank  March 2007 - January 2009
Wachovia Bank  February 2005 - March 2007

Skills
Financial Analysis, Credit, Time Management, Insurance, Team Building, Forecasting, Management, Cash Management, Budgets, Financial Services, Training, Employee Benefits, Consumer Lending, Payroll, Credit Analysis, Business Development, Loan Origination, Portfolio Management

Education
East Carolina University   1991 — 1994
Bachelor of Science (B.S.), Merchandising

David K Edwards, CFA David K Edwards, CFA Miami/Fort Lauderdale Area Details
David K Edwards, CFA's US Trust Experience 2007 - 2009
Job Sr. V.P. Regional Portfolio Manager at BB&T
Industry Financial Services
Experience
BB&T  October 2010 - Present
US Trust   2007 - 2009
BNY Mellon  2001 - 2007
Northern Trust  1991 - 2000
Northern Trust  1991 - 2000

Skills
Wealth Management, Asset Allocation, Investment Strategies, Alternative Investments, Portfolio Management, Private Banking, Asset Management, Wealth, Investments, Retirement Planning, Equities, Securities, Financial Analysis, Investment Advisory, Portfolio Optimization

Education
Florida International University
Elementary Education and Teaching

Florida State University
Anthropology

Elaine Villani Elaine Villani Greater New York City Area Details
Elaine Villani's US Trust Experience 1987 - 2006
Job Manager, Fund Development & Events at USTA Foundation
Industry Banking
Experience
USTA  2013 - Present
Bank of America  2006 - 2009
US Trust   1987 - 2006

Education
Iona College
Marketing and Finance

Nicole McConaghy Nicole McConaghy Medford, Massachusetts Details
Nicole McConaghy's US Trust Experience September 2014 - Present
Job Trust Administrative Officer at U.S Trust, Bank of America Private Wealth Management
Industry Banking
Experience
U.S. Trust   September 2014 - Present
U.S Trust, Bank of America Private Wealth Management   April 2013 - Present
US Trust   September 2011 - April 2013

Education
Framingham State College   2007 — 2011
Bachelor's degree, Business/Corporate Communications

John Barrett, CFP® John Barrett, CFP® Greater New York City Area Details
John Barrett, CFP®'s US Trust Experience August 2012 - Present
Job Managing Director at US Trust
Industry Financial Services
Experience
US Trust   August 2012 - Present
First Republic Bank  January 2011 - August 2012
TD Bank Group  May 2004 - February 2011
JPMorgan Chase  January 1995 - May 2004
Prudential Securities  1992 - 1994

Skills
Banking, Private Banking, Wealth Management, Financial Services, High Net Worth..., New Business Development, Small Business Lending, Portfolio Management, Management, Sales, Series 7, Leadership, Investments, Mortgage Lending, Credit, Credit Analysis, Relationship Management

Education
Iona College   1989 — 1991
Bachelor of Science (B.S.), Business Administration

NRHS

University of Maryland College Park

Christine O'Such Christine O'Such Ashburn, Virginia Details
Christine O'Such's US Trust Experience June 1996 - April 1997
Job Project Manager / Marketing Consultant at IMark Printing, LLC
Industry Marketing and Advertising
Experience
IMark Printing   August 2007 - Present
Perot Systems  April 1997 - November 2001
US Trust   June 1996 - April 1997

Skills
Management, Sales, Photoshop, PL/SQL, MS Project, Cognos, Microsoft Office, Visio, Facebook Marketing, Customer Service, Management Consulting, Program Management

Education
James Madison University   1992 — 1996
Bachelor's degree Economics, Economics

James Madison University - College of Business   1992 — 1996
Bachelor of Business Administration (BBA), Economics

Erick Lahme Erick Lahme Boston, Massachusetts Details
Erick Lahme's US Trust Experience June 2005 - December 2011
Job Client Relationship Manager at Bank of America
Industry Banking
Experience
Bank of America  May 2015 - Present
Mercy Hospital - Eastern Maine Hospital Systems   September 2013 - Present
Spinnaker Trust  December 2011 - June 2013
US Trust   June 2005 - December 2011
Charles Schwab  February 2000 - June 2005

Skills
Wealth Management, Portfolio Management, Investments, Private Banking, Trust Services, Brokerage, High Net Worth..., Loans, Investment Management, Finance, Series 7, Asset Allocation, Asset Management, Management, Credit, Banking, Investment Advisory, Mutual Funds, Financial Services, Securities, Financial Advisory, Equities, Wealth Management..., Retirement

Education
Framingham State University   1981 — 1985
BA, Economics

Michael Finan Michael Finan Portland, Oregon Details
Michael Finan's US Trust Experience 1995 - 1998
Job Director, Investment Advisory Services
Industry Investment Management
Experience
CTC myCFO  1998 - Present
US Trust   1995 - 1998
Howard Johnson Pension and Benefits Consulting   1991 - 1994

Skills
Portfolio Management, Alternative Investments, Finance, Asset Allocation, Hedge Funds, Asset Management, Investment Management, Investments, Management, Private Equity, Asset Managment, Investment Strategies, Mutual Funds, Equities, Wealth Management, Fixed Income

Education
Gonzaga University   1987 — 1991
Bachelor of Business, Finance and International Business

Eastern Washington University
MBA, Business

Jacqueline Land Jacqueline Land Miami/Fort Lauderdale Area Details
Jacqueline Land's US Trust Experience August 2007 - Present
Job Regional Real Estate Specialist at US Trust Bank of America
Industry Banking
Experience
US Trust   August 2007 - Present
Citigroup Private Bank Florida   June 2005 - July 2007
US Trust   2003 - 2005
First Repubublic Bank   2001 - 2003
Citigroup Private Bank  1997 - 2001
Citibank N A  1993 - 1997

Skills
Private Banking, Commercial Banking, Investment Management, Capital Markets, High Net Worth..., Strategic Financial..., Mergers & Acquisitions, Investments, Wealth Management, Banking, Mortgage Lending, Credit

Education
New York University   2003 — 2005
Diploma Program in Credit Analysis

Fairleigh Dickinson University
B.S. Economics & Finance

Chris Biotti Chris Biotti Boston, Massachusetts Details
Chris Biotti's US Trust Experience July 2012 - Present
Job Market Executive at US Trust
Industry Investment Management
Experience
US Trust   July 2012 - Present
Neuberger Berman  May 2008 - June 2012
Deutsche Bank  February 2006 - May 2008
Bank of America Private Bank  January 2003 - February 2006

Education
Suffolk Law School   1994 — 1997
JD

Harvard University   1985 — 1989
AB

Belmont Hill School   1979 — 1985

Ryan Shannon, CIMA Ryan Shannon, CIMA Richmond, Virginia Details
Ryan Shannon, CIMA's US Trust Experience October 2007 - Present
Job Portfolio Manager Associate
Industry Investment Management
Experience
US Trust   October 2007 - Present
Bank of America  October 2005 - October 2007
Wells Fargo Advisors  June 2004 - October 2005

Education
Virginia Commonwealth University   2005 — 2008
Master of Science, Finance

James Madison University   2000 — 2004
Bachelor of Science, Quantitative Finance, Economics, Mathematics

John J. 'Jack' Corcoran John J. 'Jack' Corcoran Greater New York City Area Details
John J. 'Jack' Corcoran's US Trust Experience July 2000 - March 2009
Job Portfolio Manager at Beacon Trust
Industry Investment Management
Experience
Beacon Trust  November 2014 - Present
Tandem Investment Partners, LLC   January 2014 - November 2014
TD Wealth Management  March 2009 - 2013
US Trust   July 2000 - March 2009
Brown Brothers Harriman -- 59 Wall Street, NYC   September 1998 - July 2000
The Bank of New York -- 63rd and Madison, NYC   September 1994 - September 1998
Furgueson Capital Management -- 19 West 44th St, NYC   January 1991 - September 1994
E. F. Hutton - Hutton Capital Management -- 100 Fl, Two World Trade Center, NYC   May 1985 - December 1990
Manufacturers Hanover Investment Corp. -- 600 Fifth Ave, NYC   June 1984 - May 1985

Skills
Investments, Equities, Wealth Management, Investment Management, Asset Allocation, High Net Worth..., Financial Advisory, Wealth, Investment Advisory, Private Banking, Fixed Income, Capital Markets, Alternative Investments, Asset Management, Investment Strategies, Securities, Mutual Funds, Hedge Funds, Estate Planning, Bonds, Wealth Management..., Portfolio Management, Sales, Marketing Strategy, Series 65

Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance, concentration Investment Management

Fordham University
Bachelor of Science (B.S.), Double Major: Finance & Economics

Don Bosco Prep

REGISTRATIONS:

Robert Rigoroso Robert Rigoroso Greater New York City Area Details
Robert Rigoroso's US Trust Experience November 2006 - March 2012
Job President Omniscient Private Wealth Advisory Group
Industry Financial Services
Experience
Omniscient Private Wealth Advisory Group   May 2014 - Present
Malkin Appliances   October 2010 - Present
First Republic Bank  October 2012 - May 2014
Fieldpont Private   March 2012 - October 2012
US Trust   November 2006 - March 2012
Citi  2000 - 2006
Bank of New York Mellon  1998 - 2000

Skills
Business Planning, New Business Development, Business Strategy, Strategic Planning, Mergers, Mergers & Acquisitions, Real Estate, Sales, Investment Management, Marketing, Management, Estate Planning, Loans, Trading, Forecasting, Financial Analysis, Budgets, Portfolio Management, Securities, Financial Structuring, Asset Allocation, Corporate Finance, Cash Management, Estate Tax Planning, Wealth Management..., Team Building, Marketing Strategy, Finance, Investments, Banking, High Net Worth..., Asset Management, Financial Advisory

Education
State University of New York College at Oneonta   1981 — 1985
BS, Business Economics

Hofstra University

Greg Hager Greg Hager Atlanta, Georgia Details
Greg Hager's US Trust Experience March 2014 - Present
Job US Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
US Trust   March 2014 - Present

Skills
Trusts, Wealth Management, Compliance, Anti Money Laundering, KYC

Education
Georgia Southern University - College of Business Administration   1999 — 2005
Bachelor of Business Administration

Joe Wysocki Joe Wysocki Greater Boston Area Details
Joe Wysocki's US Trust Experience June 1995 - June 1996
Job Sr. Director, Product at Heartland Payment Systems
Industry Financial Services
Experience
Heartland Payment Systems  August 2012 - Present
American Express  January 2012 - August 2012
Accertify, Inc.   April 2011 - January 2012
Worldpay  January 2010 - April 2011
RBS WorldPay  June 2007 - January 2010
Chase Paymentech Solutions  June 1996 - June 2007
Paymentech LLC   1996 - 2007
US Trust   June 1995 - June 1996
US Trust   June 1995 - June 1996
US Trust   June 1995 - June 1996

Education
Southern NH University   2001 — 2005
MBA, Business Administration, 3.85

Franklin Pierce University   1991 — 1997
BA, International Business

Franklin Pierce University   1991 — 1997
AS, Financial Analysis

Paul McAfee Paul McAfee United States Details
Paul McAfee's US Trust Experience July 1997 - November 2008
Job at Webster Bank
Industry Financial Services
Experience
Webster Bank  October 2010 - Present
UBS Financial Services  November 2008 - November 2010
US Trust   July 1997 - November 2008
Fleet Bank  May 1987 - July 1997
Invest (New Alliance)   July 1985 - July 1987

Education
University of New Haven
Master, Business Administration; Finance

New England School of Banking Williams College
I.B

Duke University
Bachelor of Arts Humanities

Sarah Desmond, CAMS Sarah Desmond, CAMS Charlotte, North Carolina Area Details
Sarah Desmond, CAMS's US Trust Experience March 2001 - September 2004
Job SVP, BSA/AML Officer at U.S. Bank
Industry Banking
Experience
U.S. Bank   July 2014 - Present
Bank of America Merrill Lynch  July 2010 - July 2014
The Bank of New York Mellon  September 2006 - July 2010
Fiserv EFT  September 2004 - September 2006
US Trust   March 2001 - September 2004
First National Bank of Florida  December 1995 - March 2001

Education
Florida Gulf Coast University
B.S., Legal Studies

University of Florida
Graduate - School of Banking

Spenser Sussan Spenser Sussan New York, New York Details
Spenser Sussan's US Trust Experience July 2011 - July 2011
Job Client Specialist Associate
Industry Marketing and Advertising
Experience
Thomson Reuters  July 2015 - Present
Morgan Stanley  April 2014 - July 2015
Atlantic Media  July 2013 - April 2014
ANN INC.  June 2012 - August 2012
House of Commons  September 2011 - December 2011
O'Donnell & Associates, LLC   May 2011 - August 2011
US Trust   July 2011 - July 2011
Fox 2010 Campaign   May 2010 - August 2010
Stamford Probate Court   May 2010 - August 2010
Elon University  October 2009 - March 2010

Skills
Facebook, Social Media, Leadership, Event Planning, Blogging, Public Relations, Press Releases, Research, Social Media Marketing, Corporate Communications, Integrated Marketing, Editing, Microsoft Office, Pinterest, Public Speaking, Fundraising, Microsoft Excel, WordPress, Social Networking, PowerPoint, Public Policy, Email Marketing, Politics, Event Management, Digital Media, Digital Marketing, Photoshop, InDesign, International Relations, Marketing Communications, Government, Retail, Microsoft Word, Sales, Customer Service, Inventory Management

Education
Elon University   2009 — 2013
Bachelor of Arts (BA), Political Science and Government

King Low Heywood Thomas   2005 — 2009

Toi James, MPA Toi James, MPA Atlanta, Georgia Details
Toi James, MPA's US Trust Experience November 2011 - October 2012
Job Communications Specialist III Content Admin
Industry Telecommunications
Experience
Cox Communications  November 2014 - Present
Freelance  December 2013 - Present
US Trust   November 2011 - October 2012
Chevron  January 2001 - December 2010
Colonial Pipeline Company  June 1999 - December 2000
City of Atlanta-City Council Communications   June 1997 - June 1999
WAUG   1991 - 1992

Skills
Government, Public Relations, Grant Writing, Non-profits, Public Policy, Community Relations, Government Relations, Policy, Community Outreach, Program Development, Policy Analysis, Administration, Strategic Planning, Proposal Writing, Writing, Marketing Communications, Budgeting, Budget Management, Social Media, Analysis, Media Relations, Research, Nonprofits, Budgets, Community Development, Event Management, Event Planning, Program Management, Advertising, Leadership, Marketing, Crisis Communications, Project Planning, Management, International Relations, Corporate Social..., Fundraising, Recruiting, Public Affairs, Public Speaking, Leadership Development, Editing

Education
Pro Data, Inc.   2014 — 2014
Certificate, Project Management

Kennesaw State University   2011 — 2011
Certificate, Technical Writing

The University of Georgia   2011 — 2011
Certificate, Grant Writing

Georgia State University   2005 — 2007
MPA, Public Administration

Pontifícia Universidade Católica do Rio de Janeiro   2006 — 2006
Study Abroad Comparative Environmental Law

Saint Augustine’s University   1988 — 1993
BS, Business Management

Jennifer Cabrera Jennifer Cabrera Greater New York City Area Details
Jennifer Cabrera's US Trust Experience February 2008 - March 2010
Job Database & Prospect Research Manager
Industry Fund-Raising
Experience
Freedom to Marry  May 2013 - Present
Citi  December 2010 - May 2013
ARAMARK  March 2010 - December 2010
US Trust   February 2008 - March 2010

Education
Hendrix College   2002 — 2006
Bachelor of Arts (B.A.)

Wilbur D. Mills High School   1999 — 2002

Katherine Wynne Katherine Wynne Dallas/Fort Worth Area Details
Katherine Wynne's US Trust Experience October 2014 - Present
Job Private Client Advisor at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   October 2014 - Present
U.S.Trust   September 2012 - October 2014
US Trust   October 2009 - September 2012
Highland Park Village   2004 - 2008
Westin Hotels & Resorts  1992 - 1996
American Way Magazine  1990 - 1992

Skills
Marketing Communications, Wealth Management, Alternative Investments, Marketing Strategy, Investments, Fundraising, Event Planning, Strategy, Sales Management, Portfolio Management, Asset Allocation, Business Development, Marketing, Strategic Planning, Entrepreneurship, Integrated Marketing, Public Relations, Start-ups, Email Marketing, Strategic Partnerships, Direct Marketing, Social Media, Financial Planning, Customer Service, Asset Management, Mergers, Leadership, Banking, Financial Analysis, Financial Services, Investment Banking

Education
Iowa State University   1980 — 1984
BBA, Marketing

William L. Ware, CMDSM William L. Ware, CMDSM Greater New York City Area Details
William L. Ware, CMDSM's US Trust Experience May 2000 - May 2003
Job Office Services, Mail Services, and Records Management Professional seeking new opportunity!
Industry Facilities Services
Experience
Mail Systems Management Association   1997 - 2015
Canon Business Process Services, Inc.   December 2012 - April 2013
The Millennium Group  April 2012 - August 2012
Oce Business Services  October 2008 - July 2011
Sodexo  June 2006 - September 2008
The Millennium Group  October 2003 - May 2006
US Trust   May 2000 - May 2003
Credit Suisse  January 1998 - March 2000
BD  June 1974 - December 1997

Skills
Financial Management, Team Building, Client Relationship..., Organizational..., Customer Relations, Training & Development, Business Process..., Operations Management, Project Management, Records Management, Outsourcing, Business Analysis, Management Consulting, Continuous Improvement, Customer Service, CRM, Employee Training, Managerial Finance, Facilities Management, Leadership, Account Management, Contract Negotiation, Management, Software Documentation, Program Management, Multi Tasking, Time Management, Committed to..., Professional Services, Strategy, Customer Satisfaction, Logistics, Document Management, Team Leadership, Vendor Management, Change Management, Analysis, Budgets, Process Improvement, Policy, Customer Retention, Cross-functional Team..., Performance Management, Training, Strategic Planning, Recruiting, Coaching, Project Planning, Document Imaging, Salesforce.com

Education
Fairleigh Dickinson University
MBA, Business Management

William Paterson University of New Jersey
BA, Art Education

Matt Mathias Matt Mathias Naples, Florida Area Details
Matt Mathias's US Trust Experience April 2005 - August 2007
Job President & CEO at MWM Investment Consulting, LLC
Industry Financial Services
Experience
MWM Investment Consulting, LLC   September 2009 - Present
The Garden of Hope and Courage   2008 - 2014
The Garden of Hope and Courage   2008 - 2014
National City Private Client Group  August 2007 - September 2009
US Trust   April 2005 - August 2007
Wachovia  April 1994 - April 2005

Skills
Wealth Management, Investments, Microsoft Office, Asset Management, Financial Planning, Portfolio Management, Alternative Investments, Strategic Planning, Mutual Funds, Banking, Estate Planning, Budgeting, Asset Allocation, Investment Advisory

Education
Florida State University - College of Business   1988 — 1992
BS, Business Administration - FInance, Multinational Business

Leadership Collier

Marc Nespeca Marc Nespeca Charlotte, North Carolina Area Details
Marc Nespeca's US Trust Experience 2001 - 2002
Job Wealth Management Asset Retention Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  August 2013 - Present
TIAA-CREF  2011 - August 2013
Aerotek  2009 - 2010
Bank of America  2008 - 2009
State of Israel Bonds  2002 - 2008
US Trust   2001 - 2002
JPMorgan Chase  2000 - 2001
JPMorgan Chase  1997 - 2000

Skills
Client Relationship..., Team Building, Public Speaking, Management, Retirement Planning, Collaboration, Problem Solving, Strategic Thinking, Financial Services, Investments, CRM, Leadership, Securities, Mutual Funds, Series 63, Portfolio Management, Banking, Wealth Management, Business Process..., Risk Management, Equities, Retirement, Loans, Bonds, FINRA, Credit, Insurance, Fixed Annuities, Investment Strategies, Strategy, 401k, Sales, Finance, Relationship Management, Wealth, Strategic Financial..., Series 7, Call Centers, Investment Advisory, Uniform Combined State..., Asset Allocation, Pensions, Asset Management, Alternative Investments, Fixed Income, IRAs, Life Insurance, Options, Series 24, Financial Risk

Education
Pratt Institute
Industrial Design

Ithaca College
Music Education

H Frank Carey JSHS

Spencer Wile Spencer Wile Sacramento, California Area Details
Spencer Wile's US Trust Experience March 2008 - October 2009
Job Captain in the United States Air Force
Industry Military
Experience
United States Air Force  October 2009 - Present
US Trust   March 2008 - October 2009
AEON  January 2007 - December 2007
The Prague Society for International Cooperation   February 2006 - August 2006
VPG Integrated Media  2005 - 2006

Skills
Leadership, Editing, Management, Microsoft Office, Research, Project Management, Public Speaking, Microsoft Excel, Japanese, Social Media, Strategic Planning, Microsoft Word, Policy, Program Management, PowerPoint, Public Policy, Analysis, Teaching, National Security, Intelligence Analysis, Security Clearance, Military, Air Force, Intelligence, DoD, International Relations, Event Planning, Public Relations, Military Experience, Top Secret, Policy Analysis, English, Command, Military Operations, Military Training, Fundraising

Education
Franklin & Marshall College   2001 — 2005
BA, Government; French

Kansai Gaidai University   2004 — 2004
N/A, Political Economics

Pentucket High School   1997 — 2001

Shaniqua Stipins, C.P.M. Shaniqua Stipins, C.P.M. San Francisco Bay Area Details
Shaniqua Stipins, C.P.M.'s US Trust Experience 2002 - 2005
Job Supply Chain Consultant at Verdafero, Inc.
Industry Renewables & Environment
Experience
Verdafero, Inc.   May 2010 - Present
Visiting Nurse Service of New York  July 2007 - August 2009
MetLife  2006 - 2007
US Trust   2002 - 2005
ACF Polymers   2000 - 2005

Skills
Procurement, Project Management, Process Improvement, Program Management, Contract Negotiation, Supply Chain, Strategic Sourcing, Vendor Management, Six Sigma

Education
Motorola University   2009 — 2009
Lean Six Sigma Greenbelt

Institute of Supply Management of New York   2008 — 2008
Certified Purchasing Manager

The Sage Colleges - Russell Sage College   1996 — 2000
B.S., Accounting and Business Management

Franklin Pierce University

John Dewey

James Sonneborn, CFA, CFP®, CDFA James Sonneborn, CFA, CFP®, CDFA Greater New York City Area Details
James Sonneborn, CFA, CFP®, CDFA's US Trust Experience 2003 - 2006
Job Wealth Manager at RegentAtlantic Capital, LLC
Industry Financial Services
Experience
RegentAtlantic Capital, LLC  January 2006 - Present
US Trust   2003 - 2006
Wachovia  1999 - 2002
Chase Manhattan Corporation  1992 - 1999
SLH Asset Management   1987 - 1990

Education
Drexel University - LeBow College of Business   1983 — 1985
MBA, Finance

Western State Colorado University   1980 — 1983
BA, Business

Susan Shortridge Susan Shortridge Portland, Oregon Area Details
Susan Shortridge's US Trust Experience 1998 - 2000
Job Executive Assistant to the Dean of the Graduate School of Education, Portland State University
Industry Marketing and Advertising
Experience
Portland State University  2012 - Present
Portland State University  2011 - 2012
Custom Decorators, Inc  2010 - 2010
EthicsPoint, Inc.   2004 - 2009
Intel Corporation  2003 - 2004
Tektronix  2002 - 2003
Intel Corporation  2000 - 2002
US Trust   1998 - 2000
Saudi Aramco  1991 - 1998

Education
Marylhurst University
Master of Business Administration (MBA)

George Fox University
Bachelor of Arts (BA), Business Administration and Management

Portland State University
Professional Certificate, Project Management

Portland State University
Professional Certificate, Digital Marketing Strategies

Oregon State University
Under graduate studies

Kenneth Thomas, CFA Kenneth Thomas, CFA Naples, Florida Area Details
Kenneth Thomas, CFA's US Trust Experience April 2002 - July 2007
Job Portfolio Manager at The Huntington Trust
Industry Financial Services
Experience
Huntington National Bank  September 2014 - Present
Northern Trust  August 2010 - September 2014
PNC Wealth Management  September 2008 - August 2010
US Trust   April 2002 - July 2007

Skills
Asset Management, Investments, Asset, Wealth, Asset Allocation, Wealth Management..., Investment Strategies, Alternative Investments, Mutual Funds, Portfolio Management, Investment Management, Wealth Management, Series 7, Fixed Income, Equities, Investment Advisory, Trusts

Education
Florida Atlantic University   1999 — 2001
MBA, Finance

Loyola College in Maryland   1992 — 1997
BA, Psychology

Caroline R. Galdabini Caroline R. Galdabini Washington D.C. Metro Area Details
Caroline R. Galdabini's US Trust Experience February 1998 - June 2007
Job Director, Business Manager at Citi Private Bank
Industry Financial Services
Experience
Citigroup  June 2007 - Present
US Trust   February 1998 - June 2007
Bank of America  September 1989 - February 1998

Skills
Hedge Funds, Financial Services, Wealth Management, Alternative Investments, Securities

Education
The George Washington University   1995 — 1997
MBA, Finance

Hobart and William Smith Colleges   1985 — 1989
BA, Political Science/Economics

Joan Kaye Joan Kaye Greater New York City Area Details
Joan Kaye's US Trust Experience September 2012 - Present
Job Trusted Advisor/ Banker/ US TRUST/Bank of America Wealth Management
Industry Banking
Experience
US Trust   September 2012 - Present
First Long Island Investors   May 2011 - October 2012
Morgan Stanley  December 2007 - May 2011
Butler Capital Investments; Business Development Capital Placement Advisory Services   2005 - 2007
UBS Private Bank   1996 - 2000
Meredith, Martin & Kaye   January 1992 - January 1996
Morgan Stanley  1984 - 1992

Skills
High-net worth..., Comprehensive Wealth..., Alternative Investments, Asset Management, Hedge Funds, Wealth Management, Asset Allocation, Investment Management, Portfolio Management, Private Equity, Financial Services, Mutual Funds, Finance, Investments, Equities, Investment Advisory, Relationship Management, Investment Strategies, Wealth Management..., Client Services

Education
Georgetown University
BA

The Madeira School
Greenway, Virginia

Nick Keseric Nick Keseric Greater Chicago Area Details
Nick Keseric's US Trust Experience 2004 - 2005
Job President at The Marketing Seeds, Co.
Industry Management Consulting
Experience
The Marketing Seeds, Co.   2013 - Present
MPS  2006 - 2013
US Trust   2004 - 2005
Northern Trust  1982 - 2004

Skills
Strategic Planning, Business Development, Banking, Financial Reporting, Public Relations, Marketing Strategy, Financial Analysis, Marketing, Strategy, Mergers & Acquisitions, Portfolio Management, Accounting, Due Diligence, Outsourcing, Payroll, Risk Management, Asset Management, New Business Development, Investments, Financial Services, Wealth Management, Practice Development, Marketing Communications, Management Consulting

Education
Elmhurst College

Jason Beumer, CFP® Jason Beumer, CFP® Greater Minneapolis-St. Paul Area Details
Jason Beumer, CFP®'s US Trust Experience March 2010 - November 2012
Job Vice President, Senior Portfolio Manager at U.S. Bank
Industry Financial Services
Experience
U.S. Bank   November 2012 - Present
US Trust   March 2010 - November 2012
Marquette Asset Management  June 2007 - March 2010
Wells Fargo  May 2001 - June 2007

Education
University of St. Thomas - Opus College of Business   2004 — 2007
MBA, Finance

Drake University   1997 — 2001
BSBA, Finance

Totino-Grace High School   1994 — 1997

Tom DiBenedetto Tom DiBenedetto Greater New York City Area Details
Tom DiBenedetto's US Trust Experience 1990 - 1995
Job Director of Corporate Disbursements at Visiting Nurse Service of New York
Industry Health, Wellness and Fitness
Experience
Visiting Nurse Service of New York  July 1997 - Present
Young & Rubicam  1995 - 1997
US Trust   1990 - 1995
EDO  1987 - 1990

Skills
PeopleSoft, Payroll, Accounts Payable, Accounting, Administration, Business Analysis, Employee Benefits, Healthcare, Healthcare Information..., Healthcare Management, Human Resources, Management, Invoicing, Process Improvement, Vendor Relations

Education
Fordham University
BA, Economics

Taitia L. Elliott Taitia L. Elliott Frederick, Maryland Details
Taitia L. Elliott's US Trust Experience 1989 - 1996
Job Commercial & Retail Banking | Frederick County Bank
Industry Financial Services
Experience
Frederick County Bank  March 2006 - Present
BB&T  October 1996 - March 2006
US Trust   1989 - 1996

Skills
Banking, Loans, Commercial Banking, Leadership, Business Development, Commercial Lending, Financial Services, Retail Banking, Sales Management, Strategic Planning, Executive Management, Customer Service, Team Building

Education
Wharton School, University of Pennsylvania   2012 — 2014
Executive Leadership

Framingham State University   1991 — 1993
BA, Psychology

Ashland High School   1984 — 1988
HS Diploma

Education and Professional Development

Brooks Coe Brooks Coe Cambridge, Massachusetts Details
Brooks Coe's US Trust Experience June 2011 - August 2011
Job Student at Harvard Law School
Industry Law Practice
Experience
NERA Economic Consulting  July 2012 - July 2015
US Trust   June 2011 - August 2011
Navigant  June 2010 - August 2010

Skills
Data Analysis, Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, Valuation, Economic Research, Economic Consulting

Education
Harvard Law School   2015 — 2018
Juris Doctor (J.D.)

Middlebury College   2008 — 2012
BA, Economics

Ann Massarelli Ann Massarelli Greater New York City Area Details
Ann Massarelli's US Trust Experience February 2003 - November 2004
Job SVP Private Bank Operations at Citi
Industry Banking
Experience
Citi  July 2005 - Present
US Trust   February 2003 - November 2004
Mellon Bank  June 2000 - December 2002
State Street Bank  March 1998 - June 2000
Bankers Trust  1988 - 1998

Skills
Back Office, Financial Services, Banking, Global Custody, Private Banking, Asset Management, Derivatives, Fixed Income, Equities, Middle Office, Mutual Funds, Wealth Management, Capital Markets, Hedge Funds, Relationship Management, Securities

Education
Rutger's Graduate School of Management   1981 — 1983
MBA, Marketing / Management

Fordham University   1976 — 1980
BS, Marketing / Management

Anne Marie Guglielmo Anne Marie Guglielmo Greater New York City Area Details
Anne Marie Guglielmo's US Trust Experience August 2004 - April 2005
Job Senior Manager Wealth Management at Deloitte Services, LP
Industry Financial Services
Experience
Deloitte Services, LP  June 2015 - Present
Chilton Trust Company   June 2014 - May 2015
Deloitte  July 2009 - June 2014
Wachovia Bank  May 2005 - October 2008
US Trust   August 2004 - April 2005
PricewaterhouseCoopers  July 2000 - August 2004
Dunnington, Bartholow & Miller   February 1998 - July 2000

Skills
Estate Planning, Retirement Planning, Strategic Financial..., High Net Worth..., Gift Tax, Estate Tax Planning

Education
St. John's University School of Law   1993 — 1996
J.D., Law

Fairfield University   1989 — 1993
B.A., Political Science, English Literature, Studio Art

Mamaroneck High School   1984 — 1989
Diploma, N/A

Laura Nathanson Laura Nathanson Greater New York City Area Details
Laura Nathanson's US Trust Experience May 2006 - March 2007
Job Manager, Collab, BA at Avanade
Industry Information Technology and Services
Experience
Avanade  March 2011 - Present
Arup  December 2008 - August 2010
Self-Employed Information Services Consultant   December 1999 - August 2010
Bank of America  December 2007 - June 2008
JP MorganChase  April 2007 - July 2007
US Trust   May 2006 - March 2007
Chadbourne & Parke  November 2005 - May 2006
Dewey Ballantine  April 2002 - July 2005
Maroe Technology (no longer in existence)   December 2000 - July 2001
Hargraves, McConnell & Costigan   June 1999 - June 2000

Skills
Project Management, Business Analysis, Management, SharePoint, Software Documentation, Active Directory, Integration, Software Development, Business Process, Consulting, Databases, Business Intelligence, Training

Education
Drew University   1985 — 1989
B.A., Music, French, English

Manhattan School of Music
M.M, Voice

Mayank Patel, FRM Mayank Patel, FRM Charlotte, North Carolina Area Details
Mayank Patel, FRM's US Trust Experience February 2015 - Present
Job VP Senior Performance Analyst at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   February 2015 - Present
US Trust   April 2013 - Present
Navigant  April 2012 - March 2013
AccruePartners (Moore & Van Allen)   March 2012 - April 2012
Harikrushna Investments   April 2008 - January 2009

Skills
SQL, SAS, Excel, PowerPoint, Pivot Tables, Macro, R, Stata, Financial Analysis, Financial Modeling, Financial Markets, Corporate Finance, Statistics, Economics, Econometrics, Time Series Analysis, Quantitative Finance, Risk Management, Risk Assessment, Risk Analysis, Risk Mitigation, Trading, Electronic Trading, Trading Strategies, Accounting, Monte Carlo Simulation, Matlab, Options, Hedging, Bonds, Quantitative Analysis, Financial Risk..., Equities, Valuation, Microsoft Excel

Education
University of North Carolina at Charlotte - Belk College of Business   2010 — 2011
Master of Science, Mathematical Finance

Griffith University   2009 — 2009
Graduate Diploma, International Business Administration

Christopher Newcombe Christopher Newcombe Federal Way, Washington Details
Christopher Newcombe's US Trust Experience May 2010 - May 2010
Job Founder at The Newcombe Foundation
Industry Music
Experience
The Newcombe Foundation   September 2012 - Present
Washington State University  April 2011 - September 2012
Seattle Out & Proud   February 2010 - March 2011
Exvere Inc.   June 2010 - June 2010
S1 IT Solutions  June 2010 - June 2010
US Trust   May 2010 - May 2010
Highline Community College  2008 - 2009
Highline Community College  May 2008 - June 2008
Wyndham Vacation Ownership  May 2005 - November 2007
US Navy  July 2002 - May 2005

Skills
Team Leadership, Leadership Development, Educational Leadership, Leadership, Public Speaking, Troubleshooting, Sales, Data Entry, Student Development, Customer Service, Conflict Resolution, Mediation, Human Resources, Management, Outlook, Fundraising, Teaching, Event Planning, Nonprofits, Social Networking

Education
Washington State University   2010 — 2016
BM, Music Education Broad Endorsement

Highline Community College   2008 — 2009
Associates Transfer, Music Teacher Education

Mead Senior High School   1999 — 2002
High School Diploma, Music, Liberal Arts

Michelle Hoexum Michelle Hoexum Greater Grand Rapids, Michigan Area Details
Michelle Hoexum's US Trust Experience August 2010 - July 2013
Job principal at propeller
Industry Program Development
Experience
Propeller  January 2015 - Present
ArtPrize  October 2013 - October 2014
US Trust   August 2010 - July 2013
Comerica  June 2007 - September 2010
St John's Home  March 1998 - June 2007
Saveur and Garden Design Magazines   December 1997 - December 1998
Northern Trust  March 1993 - September 1996

Skills
Leadership, Management, Estate Planning, Entrepreneurship, Fundraising, Investments, Strategic Partnerships, High Net Worth..., Fashion, Start-ups, Nonprofits, Small Business, Event Planning, Marketing, Project Management, Strategic Planning, Concept Generation, Philanthropy, Asset Management, Proposal Writing, Investment Strategies, Brand Development, Gourmet, Relationship Management, Non-profit Board..., Investment Advisory, Trust Services, Wealth, Family Business, Fine Art, Sustainability, New Business Generation, Specialty Coffee, Alternative Investments, Financial Advisory, Private Foundations, Banking, Investment Management, Life Insurance, Sponsorship Program..., Retirement Planning, Series 7, Succession Planning, Financial Services, Grant Writing, Family Office, Executive Management, Gifting Strategies, Portfolio Management, Sales Presentations

Education
Indiana University-Purdue University at Indianapolis   2001 — 2003
School of Fund-Raising, Philanthrophy

University of Dayton   1988 — 1992
BS Business Administration, Finance, International

Forest Hills Central HS   1984 — 1988

Brian Dempsey Brian Dempsey Greater Denver Area Details
Brian Dempsey's US Trust Experience June 2006 - August 2006
Job Vail Resorts Management Company
Industry Human Resources
Experience
Vail Resorts  September 2014 - Present
Morgan Stanley  January 2013 - August 2014
Morgan Stanley  June 2011 - January 2013
Compensation Resources, Inc.   September 2008 - June 2011
immi  July 2007 - July 2008
US Trust   June 2006 - August 2006

Skills
Microsoft Excel, Microsoft Word, Deferred Compensation, Performance Management, Microsoft Office, PowerPoint, Marketing, Employee Benefits, Team Building, Customer Service, Sales, Project Management, Strategic Planning, Equities, Public Speaking, Research, Management, Finance, Financial Analysis, Executive Pay, Recruiting, Data Analysis, Analysis

Education
Drew University   2003 — 2007
BA, Economics, Business, Society & Culture

Sam Snowden Sam Snowden Chicago, Illinois Details
Sam Snowden's US Trust Experience January 2014 - Present
Job Administrative Assistant at US TRUST
Industry Financial Services
Experience
US TRUST   January 2014 - Present
The New Colony  May 2008 - Present
Merrill Lynch  June 1989 - October 2012

Skills
Financial Management..., Wealth Management, Non-profits..., Fundraising, Social Media Marketing, Social Networking, Community Outreach, Management, Microsoft Office, Facebook, Marketing, Finance, Editing, Event Management, Event Planning, Nonprofits, Strategic Planning, Customer Service, Social Media

Education
Illinois State University
Bachelor of Arts (B.A.), Political Science and Government

Annalee Leggett Annalee Leggett Manchester, Massachusetts Details
Annalee Leggett's US Trust Experience July 2013 - Present
Job Investment Solutions Analyst, US Trust
Industry Financial Services
Experience
US Trust   July 2013 - Present
US Trust   June 2012 - August 2012
Merrill Lynch  January 2012 - May 2012

Skills
Spanish, Microsoft Excel, International Relations, International..., Policy Analysis, Editing, International Economics, Stata, Macroeconomics, Adobe Creative Suite

Education
Georgetown University   2009 — 2013
Walsh School of Foreign Service, International Economics

Phillips Academy Andover   2005 — 2009

Robert P. Pizzella Robert P. Pizzella Greenwich, Connecticut Details
Robert P. Pizzella's US Trust Experience November 2013 - Present
Job Managing Director | Market Executive Leader for Sales, Investments & Trust Teams
Industry Financial Services
Experience
US Trust   November 2013 - Present
Merrill Lynch  February 1998 - Present
PaineWebber  August 1990 - February 1998

Skills
Hedge Funds, Fixed Income, Equities, Asset Management, Capital Markets, Investments, Portfolio Management, Trading, Asset Allocation, Investment Management, Equity Trading, Wealth Management, ETFs, Financial Advisory, Mutual Funds, Private Banking, Series 7

Education
Fairfield University
Bachelor of Science (B.S.), Finance

Fordham University
Master of Business Administration (M.B.A.), Finance

Harvard University
Psychology and the Art of Influence Seminar Class

Iona Grammar and Preparatory School

Massachusetts Institute of Technology
Certificate of Studies in Business Strategy & Innovation

Mariam Amin, Esq. Mariam Amin, Esq. San Francisco Bay Area Details
Mariam Amin, Esq.'s US Trust Experience May 2007 - September 2007
Job Startup and Corporate Attorney
Industry Venture Capital & Private Equity
Experience
Tech Law Garden: The Law Office of Tennille Christensen   April 2014 - Present
500 Startups  March 2014 - Present
Start It Law   2013 - 2015
kiip  November 2012 - September 2013
GetJar Inc.  March 2012 - November 2012
Sequoia Capital  March 2010 - December 2011
Haas & Najarian LLP   January 2009 - May 2009
US Trust   May 2007 - September 2007
Bank of America  January 2005 - August 2006
MTV Networks  June 2004 - January 2005

Skills
Sourcing, Legal Compliance, New Business Development, Qualifying Prospects, Legal Assistance, Start-ups, Venture Capital, Intellectual Property, Business Development, Mergers, Online Advertising, Strategy, Mobile Devices, Legal Writing, Mobile Applications, Mergers & Acquisitions, E-commerce, SaaS, Strategic Partnerships, Entrepreneurship, Management, Advertising, Lead Generation, Competitive Analysis, Digital Media, CRM, Product Management, Analytics, Mobile Marketing, Mobile Advertising, Online Marketing, Digital Marketing, Monetization, Content Strategy, Mobile Strategy, Leopard, Networking

Education
Golden Gate University, School of Law   2006 — 2009
Juris Doctor, Law

University of California, Berkeley   2000 — 2004
B.A., Political Science

Larry H. Rabinowitz Larry H. Rabinowitz Rochester, New York Area Details
Larry H. Rabinowitz's US Trust Experience February 2011 - Present
Job Senior Vice President and Trust Officer at US Trust
Industry Financial Services
Experience
US Trust   February 2011 - Present

Skills
Wealth Management, Investment Advisory, Estate Planning, Alternative Investments, Trusts, Retirement Planning, Investments, Financial Planners, Investment Management, Trust Services, Finance, Tax, Asset Allocation, High Net Worth..., Retirement, Strategic Financial..., Series 7, Commercial Lending, Risk Management, Private Banking, Asset Management

Education
Hofstra University   1977 — 1979
MBA, Business Administration

SUNY Albany
Bachelor of Science (BS), Business Administration, Management and Operations

Nequesha S. Nequesha S. Boston, Massachusetts Details
Nequesha S.'s US Trust Experience July 1998 - January 2000
Job EA to the VP, Chief Accounting Officer, VP, Tax & Corporate Finance, VP, Treasury and Corporate Controller
Industry Biotechnology
Experience
Biogen  September 2012 - Present
Oechsle International Advisors  2000 - 2011
US Trust   July 1998 - January 2000
Ropes & Gray LLP  September 1996 - July 1998

Skills
Microsoft Office, Adobe Acrobat, Dictaphone, Accounting, Management, Medical Transcription, Typing, Portia, Solomon, Checkpoint, APL, Bloomberg Terminal, VNC, Citrix Metaframe, Web Design, Internet, Dictation, Oracle, Workday, Customer Service, Microsoft Excel, Public Speaking, Event Planning, Research

Education
Gibbs College-Boston   2003 — 2004
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General

Gibbs College-Boston   1996 — 1998
Executive Assistant Certificate, General Office Occupations and Clerical Services

Hampton University   1993 — 1994

Lexington High School   1989 — 1993
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program

Byron Athans Byron Athans Bronxville, New York Details
Byron Athans's US Trust Experience May 2009 - Present
Job Private Client Manager at US Trust
Industry Financial Services
Experience
US Trust   May 2009 - Present
US Trust   November 2007 - May 2009
Bank of America  August 2002 - November 2007

Skills
Wealth Management, Series 7, Asset Allocation, Series 63, Investment Advisory, Alternative Investments, Retirement Planning, Mutual Funds, Portfolio Management, Asset Managment, Investments, Securities, Private Banking, Asset Management, Wealth Management..., High Net Worth..., Credit

Education
Gettysburg College   1998 — 2002
Bachelor of Arts (BA), Business/Managerial Economics

John Sillings John Sillings Greater New York City Area Details
John Sillings's US Trust Experience November 2012 - March 2014
Job Investment Associate at Lagoda Investment Management, L.P.
Industry Investment Management
Experience
Lagoda Investment Management, L.P.   April 2014 - Present
US Trust   November 2012 - March 2014
US Trust   July 2011 - November 2012
NYU Graduate College of Arts and Science   September 2010 - May 2011
Pleasantville UFSD  September 2007 - March 2011
Bluestone Center for Clinical Research   June 2009 - December 2009
Liceo Giovanni Pascoli   September 2008 - December 2008
Sparta Social Networks   June 2008 - August 2008
Sleepy Hollow Bank   June 2004 - March 2007

Skills
Research, Microsoft Office, PowerPoint, Bloomberg, Microsoft Excel, Microsoft Word, Financial Analysis, Social Media, Customer Service, Data Analysis, Statistics, FactSet, Access, Teaching, Social Networking, Public Speaking, Analysis, Economics, Banking, Financial Modeling, Equities, Equity Research, Bloomberg Terminal, Portfolio Management, Investment Management, Hedge Funds, Alternative Investments, Fixed Income, Finance, Capital Markets, Investments, Asset Management

Education
New York University   2008 — 2011
BA, Economics, 3.96

Hamilton College   2007 — 2008
BA, Economics

elizabeth reagan elizabeth reagan Greater New York City Area Details
elizabeth reagan's US Trust Experience 1986 - 1987
Job Product Specialist at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman  2002 - Present
Cohen & Steers  1987 - 2002
US Trust   1986 - 1987

Skills
Series 7, Mutual Funds, Asset Management, Equities, Investments, Asset Managment

Education
Fordham University - Graduate School of Business Administration   1989 — 1991
MBA, finance

Fordham University   1980 — 1984
BA, Psychology/Elementary Education

Jeffrey Dillman Jeffrey Dillman Washington D.C. Metro Area Details
Jeffrey Dillman's US Trust Experience 1999 - 2004
Job Managing Director, Senior Portfolio Manager, Chevy Chase Trust
Industry Financial Services
Experience
Chevy Chase Trust  Managing DirectorAtlantic Trust Private Wealth ManagementDecember 2009 - March 2013
Bessemer Trust Company  July 2008 - November 2009
The Bank of New York Mellon  2004 - 2008
US Trust   1999 - 2004
Radnor Capital Management   1994 - 1999

Education
Duke University   1976 — 1980
BA, Psych, Economics

Harvard School (now Harvard-Westlake)   1970 — 1976

Frank Keating Frank Keating Greater New York City Area Details
Frank Keating's US Trust Experience June 1996 - December 1996
Job Safety Coordinator at Inc. Village of Rockville Centre
Industry Government Administration
Experience
ACN  November 2010 - Present
Inc. Village of Rockville Centre   May 2004 - Present
INCORPORATED VILLAGE OF ROCKVILLE CENTRE   June 2003 - April 2004
The Bank of New York  June 2001 - June 2002
JPMorgan Chase  March 1997 - January 2001
US Trust   June 1996 - December 1996
The Bank of New York  June 1988 - June 1996
Employee Benefit Trust Services   January 1994 - January 1996
The Bank of New York  January 1988 - January 1996
Manufacturers Hanover Trust  August 1980 - June 1988

Skills
Marketing

Education
Fordham Gabelli School of Business   1983 — 1986
MBA

St. John's University, The Peter J. Tobin College of Business   1977 — 1980
BS

Chaminade High School   1973 — 1977
Diploma

St. Agnes Cathedral Elementary School   1965 — 1973

Stan V. Gogev Stan V. Gogev New York, New York Details
Stan V. Gogev's US Trust Experience March 2010 - October 2012
Job
Industry Financial Services
Experience
Strategic Insight  September 2013 - Present
US Trust   March 2010 - October 2012
Barclays Global Investors (acquired by BlackRock)   2007 - 2009
Merrill Lynch  September 2004 - November 2007

Skills
Sub-Advisory Products, Investment Strategies, Mutual Funds, Manager Selection, Due Diligence, Portfolio Management, Asset Allocation, Investments, Alternative Investments, Equity Research, ETFs, Wealth Management, Separately Managed..., Performance Attribution, FactSet, Bloomberg Terminal, Morningstar, Asset Management, Equities, Investment Management, Fixed Income

Education
NYU School of Professional Studies

CFA Institute
CFA

Fordham Gabelli School of Business   2003 — 2006
MBA

New Bulgarian University
Bachelor’s Degree

Robert Fioravanti, Esq. Robert Fioravanti, Esq. Greater New York City Area Details
Robert Fioravanti, Esq.'s US Trust Experience February 2012 - Present
Job Trust Administrative Officer at US Trust
Industry Law Practice
Experience
US Trust   February 2012 - Present
Fordham University - Athletics   August 2011 - February 2012
United States Attorney Office - DC   June 2010 - August 2010
Hiscock and Barclay   January 2010 - May 2010
United States JAG Corps   June 2009 - August 2009

Skills
Legal Research, Legal Writing, Westlaw, Estate Planning, Litigation, Real Estate, Investments, Lexis, Asset Managment, Trusts, Commercial Litigation, Research, Banking, Public Speaking, Investment Management, Wealth Management, Mutual Funds, Financial Analysis, Microsoft Excel, Securities

Education
New York Law School   2008 — 2011
Juris Doctor

Fordham University   2003 — 2007
Business Administration, Marketing

Chaminade High School   1999 — 2003

Briana O'Neil Briana O'Neil Washington D.C. Metro Area Details
Briana O'Neil's US Trust Experience July 2010 - March 2011
Job Analyst at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group  February 2014 - Present
Cambridge Associates  December 2012 - February 2013
Cambridge Associates  December 2011 - December 2012
Cambridge Associates  March 2011 - December 2011
US Trust   July 2010 - March 2011
Elon Business Fellows   September 2009 - May 2010
Boston Private Bank  June 2009 - August 2009
Merrill Lynch  June 2008 - August 2008

Education
Elon University - Martha and Spencer Love School of Business   2006 — 2010
Bachelor of Science, Major: Business Administration, Finance Concentration Minors: Economics and African American Studies

Tom Moylan Tom Moylan Greater New York City Area Details
Tom Moylan's US Trust Experience 1984 - 2007
Job VP at Bank of America
Industry Financial Services
Experience
Retired  June 2010 - Present
Bank of America  June 2007 - May 2010
US Trust   1984 - 2007
Charles Schwab  2000 - 2006

Education
The Graduate Center, City University of New York
M.Phil., Anthropology

Fordham University   1964 — 1968
BS, History

W. Brett MacMinn W. Brett MacMinn Greater Los Angeles Area Details
W. Brett MacMinn's US Trust Experience January 2010 - March 2011
Job Director of Client Success at Co.tribute
Industry Financial Services
Experience
Co.tribute   April 2015 - Present
Brett MacMinn Consulting   August 2013 - Present
Harlem RBI  January 2011 - Present
Brown Brothers Harriman  February 2012 - March 2014
US Trust   January 2010 - March 2011
Fisher Investments  August 2009 - January 2010
Fisher Investments  November 2007 - August 2009
Legacy Planning, Inc.   May 2006 - August 2006

Skills
Sales, Leadership, Marketing, Account Management, Management, CRM, Social Media, Training, Sales Management, Portfolio Management, Series 7, Wealth Management, Investments, Strategy, Microsoft Excel, Financial Analysis, Customer Service, PowerPoint, Financial Services, Banking, Finance, Financial Modeling, Asset Management, Public Speaking

Education
James Madison University - College of Business   2004 — 2007
BBA, Finance and Marketing

Central Bucks High School East

Angeline Davis Angeline Davis Greater New York City Area Details
Angeline Davis's US Trust Experience February 2005 - September 2007
Job Executive Program Manager Leading Corporate Strategy
Industry Events Services
Experience
CA Technologies  August 2013 - Present
HelmsBriscoe  June 2012 - January 2013
Bloomingdale's  December 2010 - December 2011
Standard Chartered Bank  February 2010 - August 2010
MZI Global Marketing, Inc.   March 2008 - February 2010
US Trust   February 2005 - September 2007
HelmsBriscoe  April 2004 - February 2005
American International Group  April 1994 - April 2004

Skills
Writing and Editing, Project Management, Marketing, Event Management, Contract Negotiation, Sales, Budgets, Entrepreneurship, Customer Service, Vendor Management, Trend Analysis, Public Relations, Social Listening, Email Marketing, Management, Employer Branding, Staff Training, Budget Developmment &...

Education
Metropolitan College of New York   2007 — 2008
MPA, Public Affairs/Administration

Fordham University   1979 — 1983
BA, Communications/Journalism

SUNY Jumpstart

Sunilda Vasquez Sunilda Vasquez Greater New York City Area Details
Sunilda Vasquez's US Trust Experience April 2001 - June 2003
Job Fidelity Investment
Industry Financial Services
Experience
Fidelity Investments  October 2015 - Present
JPMorgan Chase Bank, N.A.   November 2013 - September 2015
Nordstrom  November 2012 - November 2013
ALMACENES SUNY   August 2007 - September 2012
RUSSIN VECCHI & HEREDIA BONETTI   August 2004 - August 2007
US Trust   April 2001 - June 2003
Salomon Smith Barney Asset Management   August 1999 - June 2001

Education
NYU School of Professional Studies   2015 — 2015

Pohs   2013 — 2013

University of Connecticut   2002 — 2007

St. John's University   1993 — 1996

Instituto Tecnológico de Santo Domingo   1984 — 1988

Andrew Keefe Andrew Keefe Greater New York City Area Details
Andrew Keefe's US Trust Experience October 2012 - September 2014
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  September 2014 - Present
US Trust   October 2012 - September 2014

Skills
Microsoft Excel, Microsoft Office, Financial Analysis

Education
Elon University - Martha and Spencer Love School of Business   2008 — 2012
BSBA, Finance

Pomfret School   2004 — 2008
High School

Chris Martin Chris Martin Middlebury, Connecticut Details
Chris Martin's US Trust Experience 2002 - January 2008
Job Senior Vice President Sales Design and Strategy at Randstad Technologies US
Industry Staffing and Recruiting
Experience
Randstad Technologies US  May 2015 - Present
Randstad US, Professionals  December 2011 - May 2015
Randstad  June 2009 - December 2011
Edge  January 2008 - June 2009
US Trust   2002 - January 2008
Sapphire Technologies, a RANDSTAD COMPANY   November 2001 - January 2008
Aetea  2000 - 2001
Eastern Water Polo League   October 1997 - October 2000
Villanova University  1997 - 2000

Skills
Recruiting, Temporary Placement, Consulting, Managed Services, SOW, Technical Recruiting, VMS, Applicant Tracking..., Talent Acquisition, Executive Search, Contract Recruitment, Staffing Services, Temporary Staffing, Internet Recruiting, Account Management, Sourcing, Permanent Placement, Vendor Management, Sales, New Business Development, Professional Services, Talent Management, Cold Calling, Staff Augmentation, Salesforce.com, Leadership, Benefits Negotiation, Human Resources, CRM, Business Development, Management, Outsourcing, Networking, Team Management, Enterprise Software, Hiring, Solution Selling, Time Management, Onboarding, Screening Resumes, College Recruiting, Sales Process, Employer Branding, Interviews, Building Relationships, Information Technology, Training, Client Development, Screening, Strategy

Education
Isenberg School of Management, UMass Amherst   1993 — 1997
BS, Sports Management

Lisa Sargavakian Lisa Sargavakian Greater Boston Area Details
Lisa Sargavakian's US Trust Experience April 2007 - Present
Job Vice President at US Trust
Industry Banking
Experience
US Trust   April 2007 - Present
Citigroup  November 1997 - April 2007
BancBoston Mortgage Corp.   1992 - 1995

Skills
Credit, Fixed Income, Finance, Credit Analysis, Banking, Loans, Wealth Management, Private Banking, Management

Education
Fairfield University   1985 — 1989
B.A.

Salem High School   1981 — 1985

Chuck Runge Chuck Runge Miami/Fort Lauderdale Area Details
Chuck Runge's US Trust Experience 2000 - 2008
Job SVP / Region Trust Advisor at SunTrust
Industry Financial Services
Experience
SunTrust Bank  2012 - Present
Wells Fargo  2008 - 2012
US Trust   2000 - 2008
U.S. Trust Company of New York   2000 - 2008
SunTrust  1998 - 2000
Bank of America  1992 - 1998

Skills
Certified Financial..., CTFA, Client Relationship..., Estate Planning, Investment Management, New Business Development, Personal Finance, Probate, Trust Management, Ultra High Net Worth..., Wealth Management

Education
Georgia State University
Masters, MS Personal Financial Planning

Georgia State University
Bachelors, BBA, Finance

Kennesaw State University
MBA, Finance, General

Jeremy Molish Jeremy Molish Greater Philadelphia Area Details
Jeremy Molish's US Trust Experience 1998 - 2003
Job Vice President, Operations at Professional Capital Services
Industry Financial Services
Experience
Professional Capital Services  May 2013 - December 2014
Pershing, a BNY Mellon company  March 2003 - May 2013
PNC Managed Investments (formally ADVISORport, Inc.),   2003 - 2010
US Trust   1998 - 2003
Janney Montgomery Scott  1997 - 1998
Morgan Stanley Smith Barney  1994 - 1997

Skills
Wealth Management, Team Leadership, Operational Risk..., Trading, Process Improvement, Asset Management, Trading Systems, Securities, Investments, Asset Allocation, Series 7, Finance, Portfolio Management, Financial Services, Mutual Funds, Management, Equities

Education
Drexel University   1999 — 2003
MBA, Finance-Investment Management

Ithaca College   1989 — 1993
BS, Economics - Management

Alison McQuillan Alison McQuillan Greater Denver Area Details
Alison McQuillan's US Trust Experience February 2007 - August 2007
Job Project Manager II at Ball Corporation
Industry Information Technology and Services
Experience
Ball Corporation  March 2014 - Present
Pepper Consulting LLC   March 2011 - Present
Ball Corporation  January 2013 - March 2014
NFB Camp   July 1998 - July 2013
Newmont Mining Corporation  March 2011 - December 2012
Eyeris Inc / Lyzasoft Inc   March 2008 - January 2011
US Trust   February 2007 - August 2007
Fordham University Graduate School of Business  September 2005 - August 2007
Altman, Greenfield & Selvaggi LLP   September 2004 - July 2006
Main Street Montessori Association   June 1998 - August 2004

Skills
Business Analysis, Business Intelligence, Business Process Design, Business Process..., Data Mining, Data Integration, User Acceptance Testing, Integration Testing, Software Implementation, Software Training, Software Design, Software Quality..., Requirements Gathering, Scope Management, Enterprise Software, Business Process, SharePoint, Analysis, Program Management, Project Management, Requirements Analysis, Management

Education
Fordham Gabelli School of Business   2005 — 2007
MBA, Competitive Strategy Management & Professional Accounting

Grinnell College   2000 — 2004
BA, Mathematics & Spanish

Andrea Scalisi Andrea Scalisi Greater New York City Area Details
Andrea Scalisi's US Trust Experience April 2006 - June 2011
Job Senior Vice President at City National Bank
Industry Financial Services
Experience
City National Bank  July 2011 - Present
US Trust   April 2006 - June 2011
Citigroup Private Bank  1994 - 2006

Skills
Wealth Management, Private Banking, Wealth Management..., Alternative Investments, Asset Managment, Portfolio Management, Series 7, Hedge Funds, Asset Allocation, Equities, Banking, Investments

Education
Hofstra University   1981 — 1983
BBA, Public Accounting

Michaela Smith Michaela Smith Boston, Massachusetts Details
Michaela Smith's US Trust Experience November 2011 - Present
Job Portfolio Manager Associate at U.S. Trust
Industry Financial Services
Experience
US Trust   November 2011 - Present
US Trust   September 2009 - November 2011
US Trust, Bank of America Private Wealth Management  June 2006 - October 2009
UBS  September 2005 - May 2006

Skills
Investments, Strategy, Finance, Portfolio Management, Asset Allocation, Management, Bloomberg, Credit, Sales, Trading, CRM, Wealth Management, Asset Management, Mutual Funds, Financial Advisory, Alternative Investments, Financial Analysis, Financial Modeling, Economics, Investment Management, Valuation, Loans, Marketing, Hedge Funds, Due Diligence, Private Equity, Fixed Income, Bloomberg Terminal

Education
University of Rhode Island   2010 — 2014
MBA, Finance

Roger Williams University   2008 — 2009
MAT

Fairfield University   2002 — 2006
BS, Economics, Marketing

Ashish Shrivastava CFA FRM PRM Ashish Shrivastava CFA FRM PRM Greater New York City Area Details
Ashish Shrivastava CFA FRM PRM's US Trust Experience April 2002 - November 2006
Job Director at Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management  April 2012 - Present
Deutsche Asset Management  March 2010 - March 2012
Morgan Stanley  November 2006 - March 2010
US Trust   April 2002 - November 2006
Industrial Bank of Japan  May 2001 - April 2002
PricewaterhouseCoopers  July 1998 - February 2001

Education
Georgetown University - The McDonough School of Business   1996 — 1998
MBA, Finance

Schiller International University   1989 — 1993
BBA, International Business

Delhi Public School

Keith Collazo Keith Collazo Greater New York City Area Details
Keith Collazo's US Trust Experience February 2006 - April 2008
Job Equity Trader at Tocqueville Asset Mgmt.
Industry Investment Management
Experience
Tocqueville Asset Management  April 2008 - Present
US Trust   February 2006 - April 2008
Lazard Asset Management  June 2001 - February 2006

Education
Fordham University   1997 — 2001

Joseph Weir Joseph Weir Greater Boston Area Details
Joseph Weir's US Trust Experience October 2007 - March 2009
Job Chief Financial Officer at Heron Point Seafood, Inc.
Industry Financial Services
Experience
Heron Point Seafood, Inc.   January 2014 - Present
Financial Operations Management Consulting   March 2013 - Present
Southern Deli Holdings, LLC   January 2012 - February 2013
Bank of America  January 2010 - November 2011
CAPTRUST Financial Advisors  March 2009 - October 2009
US Trust   October 2007 - March 2009
PricewaterhouseCoopers  August 1996 - August 2007

Skills
Tax, Financial Analysis, Mergers, Strategic Financial..., Financial Modeling, Mergers & Acquisitions, Managerial Finance, Finance, Accounting, Forecasting, Banking, Cash Management, Investments, Budgets, Process Improvement, Cash Flow, Strategic Planning, Account Reconciliation, Variance Analysis, Cross-functional Team..., Analysis, Business Planning

Education
Duquesne University School of Law   1992 — 1996

Duquesne University   1988 — 1992
BS, Accounting

Jon Coppola Jon Coppola Greater New York City Area Details
Jon Coppola's US Trust Experience September 2004 - September 2010
Job
Industry Banking
Experience
Wilmington Trust  March 2013 - Present
TD Bank  September 2010 - April 2013
US Trust   September 2004 - September 2010
North Fork Bank  2003 - 2004

Skills
Asset Managment, Credit, Investment Strategies, Risk Management, Financial Risk, Commercial Banking, Banking, Credit Analysis, Financial Analysis, Loans, Mergers, Commercial Lending, Portfolio Management, Credit Risk, Wealth Management, Mortgage Lending, Due Diligence, AML, Equities, Mutual Funds, Asset Management, Fixed Income

Education
Fairleigh Dickinson University   1998 — 2002
B.S. Business Administration

Wroxton College   2001 — 2001
Political Science and Government

Josh Slater Josh Slater Baltimore, Maryland Area Details
Josh Slater's US Trust Experience August 1993 - August 1998
Job Vice President, Portfolio Manager at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price  December 1999 - Present
US Trust   August 1993 - August 1998

Skills
Investments, Asset Managment, Equities, Alternative Investments, Portfolio Management, Asset Allocation, Venture Capital

Education
Georgetown University - The McDonough School of Business   1998 — 2000
MBA

Skidmore College   1989 — 1993
BS, Business

John Rendinaro John Rendinaro Greater New York City Area Details
John Rendinaro's US Trust Experience August 1983 - May 2008
Job Partner at Evercore Wealth Management
Industry Investment Management
Experience
Evercore Wealth Management, LLC  November 2008 - Present
US Trust   August 1983 - May 2008

Education
Fordham University   1980 — 1983
BA, Economics

Al Freise Al Freise Greater New York City Area Details
Al Freise's US Trust Experience 1987 - Present
Job Vice president
Industry Banking
Experience
US Trust   1987 - Present
U.S. Trust   1987 - 2008

Education
Hofstra University   1971 — 1976

Alicia Bennett, CFP CAIA Alicia Bennett, CFP CAIA Greater Seattle Area Details
Alicia Bennett, CFP CAIA's US Trust Experience January 2014 - Present
Job Senior Vice President, Senior Portfolio Manager at U.S. Trust
Industry Investment Management
Experience
U.S. Trust   January 2014 - Present
US Trust   October 2005 - Present

Skills
Portfolio Management, Alternative Investments, Strategic Financial..., Wealth Management, Asset Allocation, Asset Management, Equities, Financial Planning, Investments, Investment Strategies, Investment Advisory, ETFs, Investment Management, Series 7, High Net Worth..., Hedge Funds, Fixed Income, Wealth Management..., Wealth, Private Banking, Retirement Planning, Mutual Funds, Estate Planning

Education
Idaho State University

Erin Feeney Erin Feeney New York, New York Details
Erin Feeney's US Trust Experience October 2005 - May 2006
Job Production Associate RTW wovens at Tory Burch
Industry Apparel & Fashion
Experience
Tory Burch  August 2013 - Present
Vineyard Vines  May 2006 - August 2013
Vineyard Vines  May 2006 - August 2009
US Trust   October 2005 - May 2006

Education
Fordham University   2001 — 2005

Tom Milentis Tom Milentis Dallas/Fort Worth Area Details
Tom Milentis's US Trust Experience December 2005 - Present
Job Portfolio Manager at US Trust
Industry Investment Management
Experience
US Trust   December 2005 - Present

Education
Indiana University Bloomington   1995 — 1998

Nicholas Ventura Nicholas Ventura Greater New York City Area Details
Nicholas Ventura's US Trust Experience August 2010 - Present
Job GWIM Analyst at US Trust
Industry Investment Banking
Experience
US Trust   August 2010 - Present
The Abernathy MacGregor Group  June 2009 - August 2009
Sard Verbinnen & Co  June 2008 - July 2008

Education
Hobart and William Smith Colleges   2006 — 2010

Mike Staker Mike Staker Greater New York City Area Details
Mike Staker's US Trust Experience 1983 - 2008
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Bank of America  2007 - 2008
US Trust   1983 - 2008

Skills
VSAM, CICS, JCL, Mainframe, COBOL, DB2, Disaster Recovery, Application Development, z/OS, Visio, Banking, SQL, Business Analysis, Documentation, Windows, XML, Analysis, Databases, Operating Systems, Database Administration, Problem Solving, TSO, Mentoring, Requirements Analysis, Java, Asset Management, SOA, Endevor, Access, Excel, SAS, Microsoft Office, Software Development, Compliance, HTML

Education
Heriot-Watt University   1975 — 1976
Master Of Science, Computer Science

Melissa Mabley Martin, CFP® Melissa Mabley Martin, CFP® Greater Chicago Area Details
Melissa Mabley Martin, CFP®'s US Trust Experience June 2008 - October 2011
Job Senior Financial Advisor at Kovitz Investment Group
Industry Financial Services
Experience
Kovitz Investment Group  September 2015 - Present
RMB Capital Management  August 2012 - August 2015
US Trust   June 2008 - October 2011
LaSalle Bank  June 2004 - July 2006

Education
University of Michigan - Stephen M. Ross School of Business   2006 — 2008
Master of Business Administration (MBA), Finance, General

Indiana University Bloomington   1997 — 2001
Bachelor of Arts (BA), Spanish Language and Literature

Nick Keseric Nick Keseric Greater Chicago Area Details
Nick Keseric's US Trust Experience 2004 - 2005
Job President at The Marketing Seeds, Co
Industry Management Consulting
Experience
The Marketing Seeds, Co   2013 - Present
MPS  2006 - January 2013
US Trust   2004 - 2005
Northern Trust  1982 - 2004

Skills
Market Planning, Accounting, Banking, Strategic Planning, Small Business

Education
Elmhurst College

Todd Jones, CAIA Todd Jones, CAIA Greater Atlanta Area Details
Todd Jones, CAIA's US Trust Experience September 2007 - June 2008
Job Director Investments at Gratus Capital LLC
Industry Financial Services
Experience
Gratus Capital LLC   October 2010 - Present
Gratus Capital Management   June 2008 - October 2010
US Trust   September 2007 - June 2008
ML Stern & Co. LLC   August 2005 - July 2007
US Army  May 2001 - June 2005

Skills
Portfolio Management, Asset Allocation, Investment Strategies, Alternative Investments, Hedge Funds, Investments, Series 7, Asset Managment, Mutual Funds, Equities, Fixed Income, Asset Management, Mergers & Acquisitions, Investment Management, Series 66, CAIA, Wealth Management, Bloomberg

Education
Georgia State University - J. Mack Robinson College of Business   2009 — 2011
MBA, Finance

James Madison University   1997 — 2001
BBA, Finance

Robert Macaluso Robert Macaluso Greater New York City Area Details
Robert Macaluso's US Trust Experience January 1998 - July 2008
Job QA Lead Engineer at Publishers Clearing House
Industry Computer Software
Experience
Publishers Clearing House  March 2010 - Present
Bank Of America  July 2008 - February 2009
US Trust   January 1998 - July 2008
Medco  January 1996 - January 1998

Skills
Java, Software Development, JavaScript, SQL, Scrum

Education
Florida Atlantic University
BAS, Computer Science

Al Freise Al Freise Greater New York City Area Details
Al Freise's US Trust Experience July 1986 - June 2008
Job Retired
Industry Computer Software
Experience
None  February 2011 - Present
Town of Oyster Bay  February 2010 - February 2011
US Trust   July 1986 - June 2008
U.S. Trust, Bank of America Private Wealth Management   1987 - 2008
Bank of America - Global Wealth & Investment Management  1987 - 2008
US Trust   1987 - 2008
U.S. Trust Company   1987 - 2008

Skills
Banking, Asset Managment, Portfolio Management, SDLC, Mainframe, Alternative Investments, Asset Management, Business Process..., Capital Markets, Trading, Back Office, Credit, Private Banking, Business Analysis, Mutual Funds, Financial Services, Requirements Gathering, Fixed Income, Wealth Management, Equities, Visio, JCL, IT Strategy, Project Portfolio..., Securities, Hedge Funds, Bloomberg, Strategic Financial..., Business Requirements, Operational Risk..., Vendor Management, Series 7, CICS, Derivatives, Risk Management, Investments, Project Management, Process Improvement, Relationship Management, PMO

Education
Hofstra University   1968 — 1975
Bachelor of Business Administration (BBA)

Terence Cremins Terence Cremins Greater New York City Area Details
Terence Cremins's US Trust Experience July 2001 - August 2005
Job Senior Manager, Trade Floor Risk Management at Scotiabank
Industry Capital Markets
Experience
Scotiabank  May 2015 - Present
New York City Law Department  April 2013 - May 2015
Wachovia Global Securities Lending  September 2005 - August 2009
US Trust   July 2001 - August 2005

Skills
Securities, Securities Lending, Legal Writing, Legal Research, Portfolio Management, Civil Litigation, Bonds, Corporate Law, Equities, Estate Planning, Finance, Hedge Funds, Investment Management, Investments, Litigation, Loans, Securities Regulation

Education
Saint John's University School of Law   2009 — 2012

Georgetown University   1997 — 2001
BA, Government

Manhasset High School

Mark Lampersberger Mark Lampersberger Greater New York City Area Details
Mark Lampersberger's US Trust Experience 1991 - 1995
Job Vice President at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase  October 2011 - Present
Medco  April 2010 - September 2011
JPMorgan Chase  2005 - 2009
JPMorgan Chase  1998 - 2005
JPMorgan Chase  1995 - 1998
US Trust   1991 - 1995
US Trust   1989 - 1991

Skills
SDLC, Project Management, Risk Management, Requirements Analysis

Education
Iona College   1982 — 1987
Bachelor of Arts, Computer Science and Mathematics

Daniel Linh Nguyen Daniel Linh Nguyen Los Altos, California Details
Daniel Linh Nguyen's US Trust Experience 2007 - 2007
Job CoFounder and Managing Partner at DNL Investments
Industry Real Estate
Experience
DNL Investments   January 2015 - Present
Plaza Loans  March 2014 - February 2015
Absolute Mortgage Banking  June 2013 - March 2014
US Trust   2007 - 2007
Jordan Middle School and Palo Alto High School   August 2002 - August 2005

Skills
Accounting, Financial Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Financial Reporting, Budgets, Forecasting, Microsoft Office, Data Analysis, Access, Sales, Technical Recruiting, Recruiting

Education
Indiana University - Kelley School of Business   2005 — 2008
BS, Finance, Entrepreneurship, Psychology

Santa Clara University, Leavey School of Business   2009 — 2009
CAAP, Accounting

Menlo School   1999 — 2002
Diploma, High School

Indiana University Bloomington
Bachelor of Science (B.S.), Finance, Entrepreneurship

Susan Musano Susan Musano Greater New York City Area Details
Susan Musano's US Trust Experience January 2003 - July 2004
Job Vice President, HR Generalist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  June 2013 - Present
Moodys Corporation  July 2009 - June 2013
Barclays Capital (formerly Lehman Brothers)   September 2008 - July 2009
Lehman Brothers  July 2004 - September 2008
US Trust   January 2003 - July 2004
Morgan Stanley  February 2000 - January 2003
Akin Gump Strauss Hauer & Feld LLP  September 1998 - February 2000

Education
Iona College   1994 — 1998
BA

Judy McDonald Moses Judy McDonald Moses San Francisco Bay Area Details
Judy McDonald Moses's US Trust Experience November 2006 - June 2009
Job Partner/Portfolio Manager at Evercore Wealth Management
Industry Financial Services
Experience
Evercore Wealth Management, LLC  June 2009 - Present
US Trust   November 2006 - June 2009

Skills
Alternative Investments, Wealth Management, Investment Management, Hedge Funds, Asset Allocation

Education
Georgetown University - The McDonough School of Business   1997 — 2000
MBA, Finance

University of California, Berkeley   1986 — 1990
BA, Economics

Santa Catalina School   1983 — 1986

Paul Neglio Paul Neglio Greater New York City Area Details
Paul Neglio's US Trust Experience July 2001 - August 2008
Job Banking Professional
Industry Banking
Experience
J.P. Morgan Chase   March 2011 - Present
US Trust   July 2001 - August 2008
JP Morgan (Formerly Chase Manhattan Bank)   February 1987 - July 2001

Education
Fordham University
B.S., Marketing

Todd T Bosch Todd T Bosch Greater New York City Area Details
Todd T Bosch's US Trust Experience November 1992 - October 1996
Job Director Global Markets Operational Risk Management at Bank of America
Industry Financial Services
Experience
Bank of America  May 2013 - Present
Morgan Stanley  November 2010 - April 2013
Morgan Stanley  December 2009 - November 2010
Morgan Stanley  June 2003 - December 2009
Morgan Stanley  February 2000 - June 2003
J.P. Morgan   June 1999 - January 2000
J.P. Morgan   July 1998 - June 1999
J.P. Morgan   October 1996 - July 1998
US Trust   November 1992 - October 1996

Skills
Equity Derivatives, Operations Management, Management, Collateral Management, Internal Communications, Communication, Operational Risk, Operational Risk..., Team Management, Teamwork, Goal Oriented, Delivering Results, Problem Solving, Margin, Collateral Systems, Collateral, Financial Services, Market Risk, Middle Office, Equities, Risk Management, Derivatives, Fixed Income, Financial Risk, Capital Markets, Investment Banking

Education
Fordham Gabelli School of Business   1993 — 1998
MBA, Corporate Finance

University of Mary Washington   1988 — 1992
BS, Business Administration

Conor Daly Conor Daly Greater Chicago Area Details
Conor Daly's US Trust Experience January 2009 - Present
Job Vice President Portfolio Manager at US Trust
Industry Investment Management
Experience
US Trust   January 2009 - Present
US Trust   November 2007 - December 2008
LaSalle Bank  August 2007 - October 2007

Skills
Asset Allocation, Asset Management, Investment Management, Alternative Investments, Investment Strategies, Portfolio Management, Wealth Management, Mutual Funds, Bloomberg, Fixed Income, Hedge Funds, Equities, Series 7, Investment Advisory, Investments

Education
Illinois State University   2003 — 2007
•Bachelor of Science, Finance

Cynthia Temple Cynthia Temple Greater New York City Area Details
Cynthia Temple's US Trust Experience January 2000 - January 2002
Job Senior Vice President/Senior Relationship Manager at HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank  March 2002 - Present
HSBC Private Bank  April 2002 - September 2006
US Trust   January 2000 - January 2002
Citigroup  January 1985 - January 1990

Education
Bankers Trust Commercial Credit Training Program   1982 — 1983
Commercial Credit

Franklin & Marshall College   1978 — 1982
BA, Business/Government

Chatham Township High School   1974 — 1978

Jeffrey Hoyte Jeffrey Hoyte Maplewood, New Jersey Details
Jeffrey Hoyte's US Trust Experience July 1988 - June 2008
Job Verizon Collection Representative at GC Services Florida
Industry Computer Networking
Experience
GC Services- Florida   July 2015 - Present
Polk County School Board  February 2015 - June 2015
US Trust   July 1988 - June 2008

Education
Kean University   2011 — 2012
Health Information Management

Essex Community College   2009 — 2011
Associate of Arts (A.A.), Liberal Arts

Michelle McNulty Michelle McNulty Greater New York City Area Details
Michelle McNulty's US Trust Experience August 2007 - July 2010
Job Client Services Consultant at PRO Unlimited Onsite @ KPMG
Industry Financial Services
Experience
PRO Unlimited Onsite @ KPMG   May 2015 - Present
PRO Unlimited Onsite @ KPMG   June 2011 - Present
BlackRock  September 2010 - January 2011
US Trust   August 2007 - July 2010
US Trust   June 2005 - August 2006

Skills
Management, Talent Acquisition, Sourcing, Microsoft Office, Onboarding, Vendor Management, Customer Service, Applicant Tracking...

Education
Fordham University   2003 — 2007
Bachelor of Science (B.S.), Business Administration

Northern Highlands   1999 — 2003
High School Diploma

Irial O Neill Irial O Neill Miami, Florida Details
Irial O Neill's US Trust Experience 2012 - Present
Job Vice President, Private Banking Specialist at U.S. Trust
Industry Banking
Experience
U.S. Trust   2012 - Present
US Trust   2010 - 2012
Bank of America  2007 - October 2010

Skills
Banking, Loans, Credit, Retail Banking, Commercial Banking, Mortgage Lending, Consumer Lending, Microsoft Excel, PowerPoint, Strategic Planning, Management, Customer Engagement, Client Development, Manage Client...

Education
Dublin City University   2002 — 2003
H.Dip. (IT), Information Technology

Trinity College Dublin   1997 — 2001
B.Sc. (Mgmt), Business Management & Marketing

Judy Werrell Judy Werrell Charleston, South Carolina Area Details
Judy Werrell's US Trust Experience
Job SVP at US Trust
Industry Financial Services
Experience
US Trust  

Skills
Alternative Investments, Fundraising, Wealth Management, Portfolio Management, Nonprofits, Asset Management, Asset Allocation, Investment Advisory, Asset Managment, Wealth Management..., Estate Planning, Private Banking

Education
Emory University
Bachelor's degree, English Language and Literature, General

University of South Carolina School of Law
Doctor of Law (JD)

Melissa Kirkby Melissa Kirkby Greater Nashville Area Details
Melissa Kirkby's US Trust Experience August 2007 - August 2013
Job Independent Trust Advisor
Industry Financial Services
Experience
US Trust   August 2007 - August 2013
SunTrust Bank  July 1996 - August 2007

Skills
Wealth Management, Trust Services, High Net Worth..., Financial Advisory, Financial Services, Relationship Management, Wealth Management..., Wealth, Strategic Financial..., Asset Protection, Finance, Trust Management, Inheritance Tax Planning, Management, Team Leadership, Leadership Development, Estate Planning, Trustee, Personal Trust..., Succession Planning, Trusts, Retirement Planning

Education
Haslam College of Business at the University of Tennessee   1992 — 1996
BS, Finance

St. Mary's Episcopal School, Memphis, TN   1978 — 1992

Veronica Olmo Veronica Olmo Jersey City, New Jersey Details
Veronica Olmo's US Trust Experience September 1999 - February 2008
Job Human Resource/Payroll Manager at Metro Loft Management
Industry Accounting
Experience
Schultheis & Panettieri, LLP   March 2010 - May 2013
Pereira & Azevedo   July 2008 - May 2009
US Trust   September 1999 - February 2008

Skills
QuickBooks, Tax Preparation, Accounting, General Ledger, Tax, Account Reconciliation, Income Tax, Internal Controls, Auditing, S Corporations

Education
New Jersey City University   2005 — 2007
B.S., Accounting

Hudson County Community College   2000 — 2003
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies

Tami Shields Silverman Tami Shields Silverman Indianapolis, Indiana Area Details
Tami Shields Silverman's US Trust Experience 1996 - 1998
Job Chief Executive Officer/Executive Director at Alpha Chi Omega Fraternity, Inc.
Industry Nonprofit Organization Management
Experience
Alpha Chi Omega Fraternity, Foundation and National Housing Corporations   January 2013 - Present
Sojourn Shelter & Services   June 1999 - March 2013
Illinois Coalition Against Domestic Violence   June 1999 - March 2013
Security Bank  1998 - 1999
US Trust   1996 - 1998

Skills
Community Outreach, Non-profits, Change Management, Strategy, Management, Staff Development, Higher Education, Budgets, Grant Writing, Program Development, Marketing, Policy, Fundraising, Nonprofits, Public Relations, Strategic Planning, Media Relations, Leadership, Volunteer Management, Public Speaking, Event Planning, Leadership Development, Research, Organizational..., Social Networking, Social Media, Editing, Community Development, Grants, Event Management, Teaching, Strategic Communications, Government, Proposal Writing, Data Analysis, Training, Program Evaluation, Public Policy, Marketing Communications, Student Affairs, Press Releases, Conflict Resolution, Time Management, Policy Analysis, Coaching, Non-profit..., Board Development, Team Building, Social Media Marketing, Program Management

Education
University of Illinois Springfield

Indiana University - Kelley School of Business   1989 — 1993
BS, Marketing

Kirsten Cook Meneghello Kirsten Cook Meneghello Portland, Oregon Area Details
Kirsten Cook Meneghello's US Trust Experience August 1995 - September 1998
Job Director of Planned Giving at Oregon Ballet Theatre
Industry Nonprofit Organization Management
Experience
Oregon Ballet Theatre  July 2008 - October 2009
Sisters of St. Mary of Oregon Foundation   2003 - 2005
OHSU Foundation  September 1998 - December 2001
US Trust   August 1995 - September 1998

Education
Georgia State University College of Law   1992 — 1995
JD, Law

University of Florida   1988 — 1992
BS, Journalism/Broadcasting

Jonathan Bergner Jonathan Bergner Greater New York City Area Details
Jonathan Bergner's US Trust Experience May 2000 - April 2012
Job Managing Director, Portfolio Manager at Evercore Wealth Management
Industry Investment Management
Experience
Evercore Wealth Management, LLC  April 2012 - Present
US Trust   May 2000 - April 2012

Skills
Wealth Management, Portfolio Management, Investment Management, Alternative Investments, Asset Management, Asset Allocation, Investments, High Net Worth..., Equities, Financial Services, Hedge Funds, Management, Strategic Financial..., Fixed Income

Education
Hobart College   1981 — 1985
BA, Asian Studies

Nijmah Suid Nijmah Suid Orlando, Florida Area Details
Nijmah Suid's US Trust Experience May 2010 - November 2012
Job CUSTOMER SALES AND SERVICE OFFICER at US TRUST
Industry Banking
Experience
US TRUST   May 2010 - November 2012
BANK OF AMERICA  January 2008 - May 2010

Skills
Credit Analysis, Banking, Retail Banking, Credit, Loans, Commercial Banking, Cross Selling, Mortgage Lending, Relationship Management, Credit Risk, Credit Cards, Risk Management, Branch Banking

Education
Florida Metropolitan University   2000 — 2001
Associate of Science (A.S.), Medical/Clinical Assistant

Cynthia Freadhoff Cynthia Freadhoff Orlando, Florida Area Details
Cynthia Freadhoff's US Trust Experience April 2002 - November 2010
Job Wealth Management Banker, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  November 2010 - Present
US Trust   April 2002 - November 2010

Education
Whittier Law School   1997 — 1999
law

Jacksonville University   1979 — 1981
BS, Economics and Finance

Lisa Hahn-Depping Lisa Hahn-Depping Greater New York City Area Details
Lisa Hahn-Depping's US Trust Experience 2000 - 2005
Job Senior Vice President Compliance Assurance Director at HSBC
Industry Investment Banking
Experience
HSBC  2013 - Present
Morgan Stanley  2011 - 2013
Macquarie Bank  2008 - 2011
Citigroup  2006 - 2007
US Trust   2000 - 2005
JPMorgan Chase  1985 - 1988

Skills
Operational Risk, AML, Financial Risk, Risk Management, Internal Audit, Enterprise Risk..., Regulations, Operational Risk..., Anti Money Laundering, Capital Markets, Financial Services, KYC, Due Diligence, Securities, Fixed Income, FCPA, Compliance, Banking, Personal Trust..., Trust Services, Investment Banking

Education
Hofstra University
B.B.A. in Banking, Finance, and Investments

Charles Saccoach Charles Saccoach Greater Boston Area Details
Charles Saccoach's US Trust Experience February 1999 - September 2000
Job Central Registration Staff
Industry Mental Health Care
Experience
South Shore Mental Health  February 2010 - Present
Boston Scientific  March 2007 - July 2008
MIT  December 2006 - January 2007
TLC Marketing  August 2006 - November 2006
Circles  September 2001 - April 2005
The Weber Group  November 2000 - August 2001
US Trust   February 1999 - September 2000
John Hancock Life Insurance Company (U.S.A.)   October 1994 - December 1998

Skills
Microsoft Office, Photoshop, Final Cut Pro, Sound Editing, Leadership, Product Development, Microsoft Word, Training, Social Media Marketing, Team Building, Teaching, Time Management

Education
Massachusetts College of Art and Design
BFA, Film/Video

Emerson College   1992 — 1994
Mass Communications

Larry Fisher Larry Fisher Washington D.C. Metro Area Details
Larry Fisher's US Trust Experience 1998 - 2005
Job President Family Wealth at Chevy Chase Trust
Industry Investment Management
Experience
Chevy Chase Trust  January 2010 - Present
Bessemer Trust  2005 - 2009
US Trust   1998 - 2005
Mellon Bank  1993 - 1998
National Transportation Safety Board  1992 - 1993
Bush-Quayle '92  1991 - 1992
American Security Bank / MNC Financial   1984 - 1991
Riggs Bank  1981 - 1984

Skills
Investments, Strategic Planning, Asset Management, Portfolio Management, Due Diligence, Mergers & Acquisitions, Private Equity, Alternative Investments, Management, Strategy

Education
Georgetown University - The McDonough School of Business   1977 — 1982
BSBA, Finance

Canterbury School   1973 — 1977

GPA   1969 — 1973

Joann Mullen Joann Mullen Greater Boston Area Details
Joann Mullen's US Trust Experience 1998 - 2000
Job Staff Accountant at Belmont Savings Bank
Industry Banking
Experience
Belmont Savings Bank  March 2014 - Present
Central Coop Bank   March 2006 - February 2013
Central Coop Bank   September 2002 - March 2006
US Trust   1998 - 2000

Skills
Banking, Performance Management, Loans, Credit

Education
Northeastern University
BS, Finance

Fisher College
AS, Management

Douglas J. Shiver Douglas J. Shiver New York, New York Details
Douglas J. Shiver's US Trust Experience September 2010 - August 2015
Job RSA, The Security Division of EMC
Industry Computer Software
Experience
RSA, The Security Division of EMC  August 2015 - Present
US Trust   September 2010 - August 2015
Massey Quick & Co., LLC   May 2009 - September 2009
UBS  May 2008 - September 2008

Skills
Equities, Alternative Investments, Due Diligence, Microsoft Excel, Financial Markets, PowerPoint, Research, Microsoft Office, Relationship Management, Sales, Financial Modeling, Equity Research, Asset Management, Mutual Funds, Credit, Microsoft Word, Bloomberg, Business Development, Fixed Income, Hedge Funds, Investments, Program Management, Valuation, Strategic Planning, Portfolio Management, Finance, Asset Allocation, Financial Analysis, Capital Markets, Private Equity, Lacrosse, Islands, Bird Watching, Bug Tracking, Water Survival, Snow Removal, Animal Husbandry

Education
Hobart and William Smith Colleges   2006 — 2010
Bachelor's degree, Political Science and Government

Delbarton   2000 — 2010
High School Diploma

Jolie Bales Jolie Bales San Francisco, California Details
Jolie Bales's US Trust Experience 2004 - 2007
Job Managing Partner, Artience Capital Management LLC
Industry Financial Services
Experience
Artience Capital Management, LLC   2009 - Present
Merrill Lynch Private Bank and Investment Group   2007 - 2009
US Trust   2004 - 2007
JA Bales & Associates   1989 - 2004
Hogan & Hartson  1986 - 1988
Banque Paribas  1984 - 1986
Milbank, Tweed, Hadley & McCloy LLP   1982 - 1984
McKinsey & Company  1978 - 1980

Skills
Alternative Investments, Asset Allocation, Investment Advisory, Estate Planning, Wealth Management, Portfolio Management, Securities, Hedge Funds, Asset Management, Equities, ETFs, Trust Services, Family Office, Women Owned Business, Fixed Income, Strategic Financial..., Charitable Trusts, Philanthropy, Series 7, Asset Managment, Business Transactions, Intergenerational..., Charitable Gift Planning, Retirement Planning, Venture Philanthropy, Non-profit Board..., Non-profit Leadership, Executive Coaching, Financial Planning, Financial Literacy..., Transition Planning, Fundraising, Life Coaching

Education
Stanford Graduate School of Business Executive Education
US Trust Management Education Program

Georgetown University
Studies towards Psychology PhD - not completed

Boalt Hall, School of Law, UC Berkeley
JD

Pomona College
Bachelor of Arts (B.A.), Joint major: Political Theory & Philosophy, Phi Beta Kappa, magna cum laude

Michelle loney Michelle loney Greater New York City Area Details
Michelle loney's US Trust Experience June 1988 - June 1997
Job Admin Asst at St Thomas the Apostle
Industry Banking
Experience
St Thomas the Apostle  April 2012 - Present
Howell Ice World   December 2010 - April 2012
Financial Technologies, Int'l   September 1998 - April 1999
US Trust   June 1988 - June 1997
Manufacturers Hanover Trust  June 1987 - May 1988

Skills
Microsoft Excel

Education
Iona College   1983 — 1987
BBA, Finance

John Hoffman CIMA, CPWA John Hoffman CIMA, CPWA Greater New York City Area Details
John Hoffman CIMA, CPWA's US Trust Experience 1996 - 2003
Job President Wealth Management Greater New York
Industry Financial Services
Experience
Northern Trust  June 2011 - Present
Northern Trust  September 2003 - June 2011
US Trust   1996 - 2003
U.S. Trust Company, N.A.   1996 - 2003

Skills
Alternative Investments, Asset Allocation, Investment Advisory, Asset Managment, Hedge Funds, Wealth Management..., Investments, Strategic Financial..., Investment Strategies, Series 7, Equities, Portfolio Management, Estate Planning, High Net Worth..., Mutual Funds, Investment Management, Private Banking, Securities, Series 63, Wealth, Bloomberg, Fixed Income

Education
Hofstra University   1991 — 1993
MBA, Finance

Hofstra University   1982 — 1986
Bachelor of Business Administration (BBA), Finance and Economics

Mindi Bressler Mindi Bressler Greater Atlanta Area Details
Mindi Bressler's US Trust Experience 2010 - Present
Job Managing Director & National Sales Exec at US Trust
Industry Financial Services
Experience
US Trust   2010 - Present
US Trust   2006 - 2009
Wachovia, A Wells Fargo Company  1987 - 2006

Skills
Banking, Alternative Investments, Wealth Management, Asset Management, Portfolio Management, Strategic Financial..., Asset Allocation, Investments, Mutual Funds, New Business Development, Wealth Management..., Investment Advisory, Investment Management, Private Banking, High Net Worth...

Education
Tulane University   1976 — 1979
BA

Fordham Gabelli School of Business
MBA, Finance, Accounting

Suzanne S Weston Suzanne S Weston Boca Raton, Florida Details
Suzanne S Weston's US Trust Experience 2003 - 2006
Job Relationship Manager and Sr. Trust Officer at Fiduciary Trust International of the South
Industry Financial Services
Experience
Fiduciary Trust Company International  2010 - Present
Citibank  2006 - 2010
US Trust   2003 - 2006
US Trust   2001 - 2003
American Lung Association  1999 - 2001
Law Office of Adele J Pope   1991 - 1999

Skills
Trust Services, Wealth Management, Private Banking, Wealth Management..., Asset Allocation, Fiduciary, Estate Planning, High Net Worth..., Trusts, Estate Law, Wealth, Trust Management

Education
University of South Carolina School of Law   1994 — 2007
JD

Hollins University
BA

Adnan Bokhari Adnan Bokhari Greater New York City Area Details
Adnan Bokhari's US Trust Experience October 2004 - May 2007
Job International Trader at Oberweis Asset Management
Industry Investment Management
Experience
Oberweis Asset Management  March 2010 - Present
J&W Seligman  May 2007 - March 2010
US Trust   October 2004 - May 2007

Skills
Equities, Fixed Income, Portfolio Management, Hedge Funds, Asset Management, Series 7, Bloomberg, Investments, Trading, Alternative Investments, Mutual Funds, Asset Allocation

Education
Hofstra University   1997 — 2001
BBA, Banking & Finance

Christine Haddigan Christine Haddigan Greater New York City Area Details
Christine Haddigan's US Trust Experience April 2004 - October 2005
Job Customer Service Representative
Industry Religious Institutions
Experience
Diocese of Rockville Centre  January 2013 - Present
Deutsche Bank  January 2008 - February 2011
Deutsche Bank  October 2005 - January 2008
US Trust   April 2004 - October 2005
US Trust   May 2002 - April 2004
GEICO  2001 - 2002

Skills
Risk Management, Private Banking, Financial Services, Investment Management, Wealth Management..., Outlook, Bank Secrecy Act, Customer Service, Microsoft Office, Lotus Notes, AML, KYC, OFAC, USA PATRIOT Act, Private Wealth..., Microsoft Office 2007, Anti Money Laundering, Regulation D, Compliance, Business Continuity...

Education
Hofstra University   1998 — 2001
BBA, International Business & Marketing (double major)

Nassau Community College   1996 — 1998
Associates, Liberal Arts

Alice Nget Alice Nget Greater New York City Area Details
Alice Nget's US Trust Experience January 2007 - May 2007
Job Accounting Professional
Industry Accounting
Experience
DTM Drafting & Consulting Services   January 2010 - March 2011
New York Life Insurance Company  July 2009 - November 2009
New York Life Insurance Company  July 2007 - June 2009
US Trust   January 2007 - May 2007
Kraftworks  August 2006 - December 2006
Webman Associates LLC   October 2005 - April 2006

Education
Fordham University   2003 — 2007
B.S., Accounting

St. Agnes Academic High School   1999 — 2003
N/A, General

Becky Amaris Becky Amaris Naples, Florida Area Details
Becky Amaris's US Trust Experience November 2007 - Present
Job
Industry Financial Services
Experience
US Trust   November 2007 - Present

Education
Florida International University
BS, Advertising

Lori Sieber Lori Sieber Greater New York City Area Details
Lori Sieber's US Trust Experience June 1998 - Present
Job Market Trust Director at US Trust
Industry Financial Services
Experience
US Trust   June 1998 - Present
AccuRecord   1987 - 1998

Skills
Investments, Wealth Management, Portfolio Management, Series 7, Banking, Mutual Funds, Financial Planning

Education
Hofstra University
Bachelor of Business Administration (BBA), Marketing

Renee Johnson Renee Johnson Norfolk, Virginia Area Details
Renee Johnson's US Trust Experience January 2003 - Present
Job Private Client Manager at US Trust
Industry Financial Services
Experience
US Trust   January 2003 - Present
NationsBank  May 1998 - January 2003
SunTrust Bank  May 1997 - May 1998
Signet Bank  May 1994 - May 1997
Sovran Bank  May 1986 - May 1994

Skills
Investments, Portfolio Management, Management, Wealth, Project Planning, Wealth Management, Wealth Management..., Asset Allocation, Series 7, Investment Advisory, Alternative Investments, Estate Planning, Mutual Funds, Retirement Planning, Investment Strategies, Asset Management, Investment Management, High Net Worth..., Private Banking, Strategic Financial...

Education
Samford University, Cumberland School of Law   1980 — 1983
Juris Doctor, law

University of Tennessee-Knoxville - College of Business Administration   1976 — 1980
Bachelor of Science, General Business

Jonathan (Jon) Wesson Jonathan (Jon) Wesson Providence, Rhode Island Area Details
Jonathan (Jon) Wesson's US Trust Experience March 2009 - Present
Job Vice President, Institutional Portfolio Strategist at US Trust
Industry Financial Services
Experience
US Trust   March 2009 - Present
US Trust, Bank of America Private Wealth Management  June 2000 - March 2009
First Union National Bank  December 1996 - June 2000
First Union National Bank  May 1995 - December 1996

Skills
Investments, Portfolio Management, Investment Strategies, Mutual Funds, Investment Management, Wealth Management..., Retirement, Philanthropy, Wealth Management, Alternative Investments, Asset Allocation

Education
Hampden-Sydney College   1989 — 1993
BA, Economics

The Lawrenceville School   1987 — 1988

Cheryl Martin-Gloss Cheryl Martin-Gloss Greater Boston Area Details
Cheryl Martin-Gloss's US Trust Experience November 1995 - July 2000
Job Independent Contractor at Gloss Computer Services
Industry Consumer Services
Experience
Gloss Computer Services   May 2012 - Present
Acura of Boston  February 2008 - June 2009
North Shore Arc  April 2006 - January 2008
Mary Kay Inc.  May 2002 - December 2004
US Trust   November 1995 - July 2000
Cambridge Dry Goods, Inc.   September 1986 - December 1995

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Windows, Google apps..., Eventbrite, Timeglider, Mindmeister

Education
Eastern Nazarene College
Bachelor's degree, Business Management

Northeastern University
Associate's Degree, Business Administration

Laurie Mattos, CTFA Laurie Mattos, CTFA Providence, Rhode Island Area Details
Laurie Mattos, CTFA's US Trust Experience March 1979 - March 2012
Job Wealth Management Associate
Industry Banking
Experience
The Washington Trust Company  June 2012 - Present
US Trust   March 1979 - March 2012

Skills
Private Banking, Wealth Management, Banking, Trusts, Microsoft Excel, Management, Trust Management

Education
The Institute of Certified Bankers   2002 — 2002
Certified Trust & Financial Advisor Designation, Trust & Investments

Cannon Financial Institue   2001 — 2002
Cannon Trust School I, II & III, Trust & Investment Management

Fisher College   1982 — 1984
Computer Science

Michael Conrad, CFA Michael Conrad, CFA Washington D.C. Metro Area Details
Michael Conrad, CFA's US Trust Experience March 2013 - Present
Job Portfolio Analyst at US Trust
Industry Investment Management
Experience
US Trust   March 2013 - Present
AXA Advisors  August 2008 - September 2012
Kiewit Federal Group   May 2007 - April 2008
Hinckley, Allen & Snyder LLP   May 2006 - August 2006

Skills
Asset Allocation, Investments, Portfolio Management, Financial Analysis, Wealth Management, Microsoft Office, Mutual Funds, Finance, Alternative Investments, Investment Strategies, Investment Management, Financial Modeling, Financial Markets, Retirement Planning, Strategic Financial..., Financial Reporting, Registered Investment..., Public Speaking, Securities, Sales Presentations, New Business Development, Advanced Microsoft Excel, Microsoft Excel, Financial Planning

Education
Georgetown University - The McDonough School of Business   2014 — 2017
MBA Candidate

University of Maine   2004 — 2008
Bachelor of Science (BS), Business Administration - Finance

Larry Robinson6 Larry Robinson6 Jersey City, New Jersey Details
Larry Robinson6's US Trust Experience April 1987 - October 1995
Job Computer Operator at New York City Department of Education
Industry Education Management
Experience
New York City Department of Education  January 1998 - Present
US Trust   April 1987 - October 1995

Education
Hudson County Community College   1979 — 1982
Associate of Science (A.S.), Human Services, General

Lincoln high   1974 — 1978

margaret preston margaret preston Darien, Connecticut Details
margaret preston's US Trust Experience May 2006 - Present
Job managing director at US Trust
Industry Financial Services
Experience
US Trust   May 2006 - Present
Deutsche Bank  September 1999 - May 2002
alex. brown incorporated   July 1983 - May 2002

Skills
private wealth..., investment banking, treasurer, Not for Profit, Board of Director...

Education
Harvard Business School   1981 — 1983
Master of Business Administration (M.B.A.), Finance, General

Trinity College-Hartford   1975 — 1979
Bachelor of Arts (B.A.), History

Scott DeRoss Scott DeRoss Charlotte, North Carolina Details
Scott DeRoss's US Trust Experience January 1998 - September 2001
Job Vice President at US Bank National Association
Industry Banking
Experience
US Bank National Association  June 2005 - Present
The Bank of New York  September 2001 - June 2005
US Trust   January 1998 - September 2001
Citibank NA - Corporate Trust Division   February 1996 - January 1998

Skills
Relationship Management, Structured Products, CDO, Corporate Trust, Banking, Loans, Fixed Income, Structured Finance, Wealth Management, Bloomberg

Education
Hofstra University   1992 — 1995
Bachelor of Business Administration (BBA), Banking and Finance

Nassau Community College   1991 — 1992
Associate's degree

Tom McAndrews Tom McAndrews New York, New York Details
Tom McAndrews's US Trust Experience February 2008 - May 2010
Job Associate at Oliver Wyman
Industry Management Consulting
Experience
Oliver Wyman  March 2014 - Present
Goldman Sachs  July 2013 - January 2014
Tuck School of Business at Dartmouth College  September 2011 - June 2013
Goldman Sachs  June 2012 - August 2012
Bristlecone Advisors  June 2010 - July 2011
US Trust   February 2008 - May 2010

Skills
Investment Banking, Portfolio Management, Finance, Financial Analysis, Financial Modeling, Equities, Corporate Finance, Business Strategy, Banking, Financial Services, Private Equity, Valuation, Mergers

Education
Tuck School of Business at Dartmouth   2011 — 2013
Master of Business Administration (MBA)

Eastern Washington University   2003 — 2007
Bachelor of Arts (BA), Business Administration

Phil Fahey Phil Fahey New York, New York Details
Phil Fahey's US Trust Experience January 2001 - January 2011
Job Director Private Banker at Citi
Industry Financial Services
Experience
Citi  January 2011 - Present
Citi  January 2011 - Present
US Trust   January 2001 - January 2011

Education
Chaminade High School

Georgetown University

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