US Trust
U.S. Trust, Bank of America Private Wealth Management was founded in 1853 as the United States Trust Company of New York. It operated independently until 2000, when it was acquired by Charles Schwab, and Co., and subsequently was sold to, and became a subsidiary of, Bank of America in 2007. Acquisition date: 20 November 2006 Parent organizations: Bank of America, Bank of America, National Association Subsidiaries: U.S. Trust Co. of New York,
US Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at US Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
US Trust Salaries. You can even request information on how much does US Trust pay if you want to. Learn about salaries, pros and cons of working for US Trust directly from the past employees.
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1,967 US Trust employees in database. Find out everything there's to know about US Trust employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
US Trust Employees
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
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
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
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
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
USTA 2013 - Present
Bank of America 2006 - 2009
US Trust 1987 - 2006
Education
Iona College
Marketing and Finance
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
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
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
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
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
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
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
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
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:
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Tocqueville Asset Management April 2008 - Present
US Trust February 2006 - April 2008
Lazard Asset Management June 2001 - February 2006
Education
Fordham University 1997 — 2001
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
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
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
Evercore Wealth Management, LLC November 2008 - Present
US Trust August 1983 - May 2008
Education
Fordham University 1980 — 1983
BA, Economics
US Trust 1987 - Present
U.S. Trust 1987 - 2008
Education
Hofstra University 1971 — 1976
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
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
US Trust December 2005 - Present
Education
Indiana University Bloomington 1995 — 1998
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
US Trust November 2007 - Present
Education
Florida International University
BS, Advertising
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
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
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
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
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
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
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
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
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
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