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
Brande Anderson Brande Anderson Kansas City, Missouri Area Details
Brande Anderson's US Trust Experience June 2012 - June 2014
Job Institutional Investment Management Relationship Manager at UMB Bank
Industry Banking
Experience
UMB Bank  July 2014 - Present
US Trust   June 2012 - June 2014
M&I Institutional Trust Services  2006 - June 2012
M&I Wealth Management  September 2006 - January 2010

Skills
Wealth Management, Portfolio Management, Banking, Commercial Lending, Loans, Investments, Commercial Banking, Process Improvement, Credit, Credit Analysis, Small Business Lending, Relationship Management

Education
Marquette University   1994 — 1998
Bachelor of Science in Business Administration with a specialization in Finance

Jonathon McLaughlin Jonathon McLaughlin New York, New York Details
Jonathon McLaughlin's US Trust Experience August 2013 - Present
Job Investment Strategist at US Trust
Industry Financial Services
Experience
U.S. Trust   August 2013 - Present
US Trust   July 2012 - July 2013
US Trust   July 2006 - August 2012
McLaughlin Millworks and Interiors   May 2001 - July 2006

Skills
Valuation, Portfolio Management, Financial Modeling, Derivatives, Investments, Alternative Investments, Financial Analysis, Investment Management, Asset Managment, Mutual Funds, Equity Research

Education
The University of Texas at Dallas - School of Management   2010 — 2012
MS, Finance

Oral Roberts University   1996 — 2001
BS, Finance

Jenn Whaley Jenn Whaley Greater Chicago Area Details
Jenn Whaley's US Trust Experience December 2009 - August 2012
Job Assistant, Investment & Corporate Banking at BMO
Industry Financial Services
Experience
BMO  March 2014 - Present
A Toast to the Good Life   April 2012 - Present
Eataly  October 2013 - March 2014
BDT Capital Partners  August 2012 - July 2013
US Trust   December 2009 - August 2012
BCD Meetings & Incentives LLC  April 2008 - December 2009
CyberExtruder   July 2007 - April 2008

Skills
Event Management, Advertising, Event Planning, Financial Services, Leadership, Integrated Marketing, Marketing, Travel Management, Hospitality, Blogger, Blog Marketing, Love to Cook, Culinary Skills, Wine Tasting, Blogging, Account Management, Social Media Marketing, Budgets, Marketing Communications, Online Advertising

Education
Marist College   2003 — 2007
Business, Marketing & Management

Ridgewood High School   1999 — 2003

Shawnta Nelson Shawnta Nelson Washington, District Of Columbia Details
Shawnta Nelson's US Trust Experience September 2012 - August 2014
Job Officer; Treasury Management Sales Analyst II at Wells Fargo
Industry Banking
Experience
Wells Fargo  August 2014 - Present
US Trust   September 2012 - August 2014
Bank of America Merrill Lynch  August 2010 - September 2012
Wachovia, A Wells Fargo Company  May 2009 - August 2010
Wachovia, A Wells Fargo Company  October 2006 - May 2009
Wachovia, A Wells Fargo Company  July 2002 - October 2006

Skills
Access, Leadership, Wealth Management, Sales, Mortgage Lending, Program Management, Retirement, Credit Risk, Series 63, Public Speaking, Process Improvement, Financial Modeling, Loans, Training, Microsoft Excel, Banking, Coaching, Analysis, Cash Management, Portfolio Management, Customer Service, Finance, Corporate Finance, Credit, Investment Advisory, Strategic Financial..., Change Management, Team Building, Underwriting, Asset Allocation, Financial Analysis, Insurance, Investments, Estate Planning, Budgets, Financial Services, Data Analysis, New Business Development, Sales Operations, Credit Analysis, Microsoft Office, Account Management, Commercial Banking, CRM, Commercial Lending, Team Leadership, Management, Mortgage Banking, Series 7, Private Banking

Education
Morgan State University

Andrew Weiss, CPA Andrew Weiss, CPA Greater New York City Area Details
Andrew Weiss, CPA's US Trust Experience January 2009 - June 2009
Job Financial Instruments, Structured Products & Real Estate Senior Associate at PwC
Industry Financial Services
Experience
PwC  June 2015 - Present
PwC  September 2012 - June 2015
Price Waterhouse Coopers  January 2011 - April 2011
Darmody, Merlino & Co   January 2010 - June 2010
US Trust   January 2009 - June 2009

Skills
Accounting, Tax, Financial Reporting, Financial Analysis, Financial Accounting, Auditing, Financial Statements, Financial Modeling, GAAP, Sarbanes-Oxley Act, US GAAP, Microsoft Excel, Internal Controls, Income Tax, Cash Flow, CPA, Valuation, Due Diligence, Corporate Finance, General Ledger, Tax Preparation, Account Reconciliation, Strategic Financial..., Variance Analysis, Tax Returns, IFRS, Analysis, Structured Products, SEC filings, Finance, Managerial Finance, Accounts Payable, Budgets, Accounts Receivable, Internal Audit, Forecasting, Structured Finance, Mergers, Hedge Funds, Private Equity, Banking, Business Valuation, Asset Management

Education
Northeastern University   2011 — 2012
MSA, Accounting

Northeastern University   2007 — 2012
Bachelor of Science Degree, Business Administration - Accounting and Finance

Pat Kennedy Pat Kennedy Greater Atlanta Area Details
Pat Kennedy's US Trust Experience 1991 - 1996
Job Director of Business Development at Intradiem
Industry Information Technology and Services
Experience
Intradiem  September 2015 - Present
ResponseTap   October 2014 - September 2015
eightCloud  March 2014 - September 2014
Nexidia  September 2010 - March 2014
Ariba  June 2008 - September 2010
Nexidia  March 2007 - June 2008
Conner Partners  February 2005 - October 2007
Kennedy & Company/Sales Intelligence   2001 - 2005
Derivion  March 1999 - March 2001
US Trust   1991 - 1996

Skills
SaaS, Business Process..., Salesforce.com, Demand Generation, Enterprise Software, Account Management, Business Development, CRM, Business Intelligence, B2B, Selling, Business Strategy, Sales Operations, Solution Selling, Sales, Analytics, Management Consulting, Management, Sales Management, Cloud Computing, Lead Generation, Strategic Partnerships, Strategy, Call Centers, Cold Calling, Professional Services, Email Marketing, New Business Development, Managed Services, Go-to-market Strategy, Sales Process, Start-ups, Process Improvement, Strategic Planning

Education
Marymount Manhattan College
BA, Business Administration, Finance

Charlie Hicks Charlie Hicks Greater New York City Area Details
Charlie Hicks's US Trust Experience 2000 - 2008
Job RACF Consultant at Citigroup
Industry Information Technology and Services
Experience
Citigroup  April 2010 - Present
Nomura  September 2009 - April 2010
Capital One Bank  2008 - November 2009
Bank of America  October 2000 - June 2008
US Trust   2000 - 2008
Prudential  1998 - 2003
ADP  October 1995 - August 1998
Engelhard Corporation  1996 - 1998
Medco Health  1995 - 1998

Skills
Security, RACF, Data Security, IT Audit

Education
New Jersey City University   1974 — 1976
associates, Science

North Bergen High School   1970 — 1974

Daniel Statsick Daniel Statsick Greater Minneapolis-St. Paul Area Details
Daniel Statsick's US Trust Experience February 2010 - Present
Job Private Client Advisor U.S. Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
Bank of America  August 2012 - Present
US Trust   February 2010 - Present
M&I Bank  2004 - 2010
Fifth Third Bank  2001 - 2004
Old Kent Bank  1993 - 2001
American National Bank and Trust Company of Chicago  1988 - 1992

Education
Quinlan School of Business, Loyola University Chicago   1989 — 1991
MBA, Finance, Production and Operations Management

Western Michigan University   1984 — 1987
B.B.A., Business, Marketing

Michigan State University   1982 — 1984

Msgr John R. Hackett Catholic Central High School   1978 — 1982

Diane Humphrey Diane Humphrey Kaneohe, Hawaii Details
Diane Humphrey's US Trust Experience August 2007 - March 2011
Job happily retired!
Industry Financial Services
Experience
Morgan Stanley  April 2012 - December 2013
US Trust   August 2007 - March 2011
Fifth Third Bancorp  2002 - 2007

Skills
Investment Management, Asset Managment, Wealth Management..., Portfolio Management, Retirement Planning, Wealth Management, Mutual Funds, Strategic Financial..., Series 7, Investment Advisory, Financial Analysis, Private Banking, Alternative Investments, Financial Advisory, Investment Strategies, Securities, Equities, Asset Management, Asset Allocation, Hedge Funds, Bonds, Fixed Income, Investments

Education
Schiller International University   1988 — 1989
International Business

Kalamazoo College   1981 — 1985
BA, History, International Relations

University of Copenhagen   1983 — 1984
certificate, International Business

Florian C. Wasiak Florian C. Wasiak Greater New York City Area Details
Florian C. Wasiak's US Trust Experience June 1993 - October 2002
Job Human Resources Senior Business Partner | Project | Change | Transformation | Talent | HR
Industry Human Resources
Experience
Greater New York City Area  2009 - Present
Royal Bank of Scotland  2003 - 2013
US Trust   June 1993 - October 2002
The Bank of New York  August 1988 - June 1993

Skills
Coaching, Change and..., Project Management, Communication and..., Personal Leadership, Talent Management, Strategy, Leadership, Training, Employee Relations, Management, Recruiting, Human Resources, Employee Engagement, Performance Management, Succession Planning, Talent Acquisition, Personnel Management, Change Management

Education
Niagara University
Bachelor of Science (B.S.), Hotel Management

sandra weiss sandra weiss Greater New York City Area Details
sandra weiss's US Trust Experience April 2012 - Present
Job Private Client Manager. SVP at US Trust
Industry Banking
Experience
US Trust   April 2012 - Present

Skills
Investments, Asset Management, Portfolio Management, Banking, Wealth Management

Education
New York University   1982 — 1986
Bachelor of Science (BS)/MBA, Stern School of Business

Tom Settino Tom Settino Greater New York City Area Details
Tom Settino's US Trust Experience 1997 - 2005
Job Calling Officer at Federal Home Loan Bank of New York
Industry Wine and Spirits
Experience
Federal Home Loan Bank of New York  January 2011 - Present
Vino 100  April 2005 - Present
US Trust   1997 - 2005
Federal Reserve Bank of New York  1988 - 1997

Skills
Capital Markets, Fixed Income, Asset Managment, Banking, Credit, Financial Modeling, Credit Risk, Financial Risk, Financial Analysis, Risk Management, Corporate Finance, Portfolio Management, Equities, Investments, Business Analysis, Customer Retention, Financial Reporting, Quality Assurance, Relationship Management, Strategic Financial...

Education
Pace University   1994 — 1999
MBA, Financial Management

Manhattan College   1984 — 1988
BS, Finance

Elizabeth Dupont, CPA, MSA Elizabeth Dupont, CPA, MSA Philadelphia, Pennsylvania Details
Elizabeth Dupont, CPA, MSA's US Trust Experience January 2004 - June 2004
Job Accounting Analyst at Federal Reserve Bank of Philadelphia
Industry Accounting
Experience
Federal Reserve Bank of Philadelphia  August 2014 - Present
Duane Morris LLP  May 2013 - May 2014
Ropes & Gray, LLP   April 2010 - March 2013
PwC  September 2008 - April 2010
PwC  September 2007 - September 2008
PwC  January 2006 - June 2006
Caturano and Company  January 2005 - June 2005
US Trust   January 2004 - June 2004

Skills
US GAAP, Accounting, Auditing, Financial Reporting, GAAP, Sarbanes-Oxley Act, Tax, Internal Controls, Financial Accounting, CPA, Financial Analysis, Corporate Tax

Education
Northeastern University   2007 — 2008
MS, Accounting

Northeastern University   2002 — 2007
BS, Business Administration

Howard Schwartz Howard Schwartz Baltimore, Maryland Area Details
Howard Schwartz's US Trust Experience April 2010 - Present
Job Senior Vice President, US Trust
Industry Investment Management
Experience
US Trust   April 2010 - Present
BB&T Wealth Management  May 2008 - April 2010
Goldman Sachs  May 2007 - April 2008
Mercantile Wealth Management (Now PNC)   April 1999 - May 2007
Brown Advisory  January 1995 - May 1999
Security Trust Company (Now Bank of America)   September 1990 - January 1995

Skills
Asset Allocation, Asset Management, Finance, High Net Worth..., Investment Management, Investments, Portfolio Management, Wealth, Wealth Management, Wealth Management..., Equities, Fixed Income, Mutual Funds

Education
Loyola University Maryland   1993 — 1995
MBA, Finance

University of Maryland College Park   1984 — 1989
BA, Economics, Finance

George Washington High School   1980 — 1984

Avantika Patel Avantika Patel New York, New York Details
Avantika Patel's US Trust Experience 2000 - 2002
Job Director of Investments
Industry Investment Management
Experience
Investment Office of Ludwig Institute for Cancer Research   April 2004 - Present
Credit Suisse  September 2002 - April 2004
US Trust   2000 - 2002
Lord Abbett  1997 - 2000

Skills
Due Diligence, Alternative Investments, Hedge Funds, Equities, Financial Modeling, Portfolio Management, Fixed Income, Asset Allocation, Investment Strategies, Bloomberg, Investment Management, Asset Management, Private Equity, Equity Research

Education
NJIT
MS Finance

Rutgers University
BS

Seton Hall University
MBA

Donna Pacanovsky, PE Donna Pacanovsky, PE Greater Seattle Area Details
Donna Pacanovsky, PE's US Trust Experience 1984 - 1987
Job Senior Civil Engineer/Supervisor at Seattle Public Utilities/System Operation Planning & Analysis
Industry Civil Engineering
Experience
Seattle Public Utilities/System Operation Planning & Analysis   June 2013 - Present
University of Washington  June 2012 - June 2013
HDR  March 2012 - August 2012
SAIC (formerly R. W. Beck)   2009 - 2012
R. W. Beck   1999 - 2009
CH2M HILL  1994 - 1999
Seattle Water Department   1993 - 1994
Prudential Bache Securities  1989 - 1990
Merrill Lynch  1987 - 1989
US Trust   1984 - 1987

Skills
Project Management, Business Intelligence, Data Analysis, .NET, Microsoft SQL Server, Data Mining, Sewer, Water, Hydrology, Water Resources, Hydraulics, Environmental Compliance, Water Supply, Stormwater Management

Education
University of Washington   2012 — 2013
Certificate, .Net Development

University of Washington   2012 — 2013
Certificate, Business Intelligence: Techniques for Decision Making

University of Washington   1990 — 1993
MSE, Engineering

New York University   1984 — 1985
Diploma, Computer Technology

Quinnipiac University   1975 — 1979
BS, Environmental Health Technology

Jan McGarvin Jan McGarvin Tulsa, Oklahoma Area Details
Jan McGarvin's US Trust Experience May 1992 - December 1994
Job Sr. Tax Analyst at Helmerich & Payne
Industry Accounting
Experience
Helmerich & Payne  February 2012 - Present
PerVigil, Inc   July 2000 - July 2011
Janet L. McGarvin, CPA   January 1999 - December 2005
Voeller and Associates   April 1995 - December 1998
US Trust   May 1992 - December 1994
Bank of America  May 1989 - May 1992

Skills
Taxation, Tax Research, State Tax, Federal Tax, Corporate Tax, Accounting, Technical Writing, CPA, Tax, Strategic Planning, Sarbanes-Oxley Act, Financial Analysis, Forecasting, Internal Controls, Financial Reporting, Auditing, Internal Audit, Analysis, US Tax, Management

Education
University of Tulsa   2011 — 2013
Master of Taxation, Taxation

Oklahoma State University   1985 — 1989
Bachelor of Science Degree, Finance

Bartlesville High School   1981 — 1985

John Weeks John Weeks Greater Boston Area Details
John Weeks's US Trust Experience January 1996 - March 2011
Job Director Family Wealth Management at Harvest Capital
Industry Financial Services
Experience
Harvest Capital   June 2011 - Present
Bank of America  January 2008 - March 2011
US Trust   January 1996 - March 2011
Shawmut Bank  January 1994 - December 1995
Shawmut Bank  September 1992 - December 1993
Shawmut Bank  January 1990 - August 1992
Connecticut National Bank  August 1983 - December 1989

Skills
Wealth Management, New Business Development, Sales Management, Business Exit Planning, Non-profits, Wealth, Banking, Series 7

Education
Middlebury College   1979 — 1983
B.A., Economics

John Wasikowski John Wasikowski Greater Milwaukee Area Details
John Wasikowski's US Trust Experience August 2007 - August 2010
Job Private Client Advisor
Industry Financial Services
Experience
J.P. Morgan Chase Bank N.A.   May 2013 - Present
Associated Bank  November 2011 - May 2013
Morgan Stanley Smith Barney  August 2010 - August 2011
US Trust   August 2007 - August 2010

Education
Lake Forest College   2004 — 2007
BA, Business

University of Wisconsin-Milwaukee   2003 — 2004

Greenfield High School   1999 — 2003

Tammy Goodwin Tammy Goodwin Middletown, Connecticut Details
Tammy Goodwin's US Trust Experience January 2006 - August 2008
Job Education Account Manager at DeltaT Group
Industry Staffing and Recruiting
Experience
Delta T Group  June 2012 - Present
University of Hartford  2009 - Present
Lincoln Technical Institute  October 2011 - April 2012
Branford Hall Career Institute  December 2009 - October 2011
Branford Hall Career Institute  June 2009 - January 2010
Kostin, Ruffkess & Company, LLC   September 2008 - May 2009
US Trust   January 2006 - August 2008
Day, Berry & Howard LLP   2004 - 2006
Kleban & Samor   1999 - 2004

Skills
Public Speaking, Higher Education, Teaching, Social Media, Microsoft Word, Event Planning, Microsoft Excel, Event Management, Educational Technology, Marketing Strategy, Non-profits, Research, PowerPoint, Special Education, Recruiting, Staffing Services, Staff Management, Wealth Management, Professors, Attorneys, Wills, Trust Services, Sales, Sales Management, Nonprofits, Program Management, Legal, Trusts, Human Resources, Management, Leadership Development, Curriculum Development, Resume Writing, Student Affairs

Education
University of Phoenix   2008 — 2009
MBA, Accounting

Quinnipiac University School of Law   1994 — 1996
JD, Law

Keene State College   1988 — 1991
BA, Film

Nancy Gabel Nancy Gabel Greater New York City Area Details
Nancy Gabel's US Trust Experience 2006 - 2007
Job Managing Director at Evercore Wealth Management
Industry Law Practice
Experience
Evercore Wealth Management   January 2010 - Present
US Trust   2006 - 2007
U.S. Trust Company of New York   1984 - 2007
U. S. Trust Company   1984 - 2007
US Trust   1996 - 2006
US Trust   1984 - 1996
Fried, Frank, Harris, Shriver & Jacobson   1980 - 1982

Skills
Wealth Management, Marketing, Family Office, Charities, Wealth, High Net Worth..., Portfolio Management, Strategy, Trusts, Estate Planning

Education
New England School of Law   1976 — 1979

James Poster James Poster New York, New York Details
James Poster's US Trust Experience January 2011 - Present
Job Director of Photography
Industry Photography
Experience
Hitachi  July 2014 - Present
US Trust   January 2011 - Present
New York Life Insurance Company  January 2011 - Present
ClickBank  January 2011 - Present
DTCC  April 2013 - Present
Western Union  August 2010 - Present
PAICR   July 2010 - Present
ICIC  February 2010 - Present
Bank of America  2008 - Present
Verizon  January 2013 - Present

Skills
Video Production, Video, Commercial Photography, Documentaries, Television, Event Photography, Event Planning, Portrait Photography, Broadcast, Digital Photography, Digital Media, Entertainment, Advertising, Final Cut Pro, Video Editing, Social Media Marketing, Event Management, Film, Producing, Production Managment, Social Media, Post Production, Theatre, Commercials, Film Production, Broadcast Television, Multimedia, New Media, HD Video, Live Events, Camera, Editing, Editorial, Media Production, Music, Digital Video, Corporate Events, Mac, Social Networking, Press Releases, Photography, Sound, Media Relations, Corporate Communications, Public Relations, Brand Development, Internal Communications, Corporate Branding, Strategic Communications, Marketing Communications

Education
Ohio University
BFA

Oregon (Northwest Workshops)
Photography & Print Making

Ah Young Kim Ah Young Kim New York, New York Details
Ah Young Kim's US Trust Experience October 2005 - March 2007
Job VP, Global Markets Business Management
Industry Financial Services
Experience
Nomura  April 2015 - Present
Nomura Securities  December 2012 - April 2015
Nomura Securities  February 2009 - December 2012
Barclays Investment Bank  September 2008 - February 2009
Lehman Brothers  March 2007 - September 2008
US Trust   October 2005 - March 2007

Skills
Bloomberg, Equities, Microsoft Office, Microsoft Excel, PowerPoint, Fidessa, Microsoft Word, Management, BRD, Middle Office, Bonds

Education
NYU   2001 — 2005
Bachelor of Arts (B.A.), Communication, Journalism

Sue Romaine, CTFA Sue Romaine, CTFA North Attleboro, Massachusetts Details
Sue Romaine, CTFA's US Trust Experience March 2005 - June 2012
Job Trust, Financial and Technology Specialist
Industry Financial Services
Experience
Home  June 2012 - October 2013
Mercer via Advanced Staffing   June 2013 - September 2013
US Trust   March 2005 - June 2012
US Trust   March 2002 - June 2012
Fleet Bank  July 2000 - March 2002
BankBoston  May 1996 - July 2000
Bank of Boston  October 1993 - May 1996
Liberty Bank & Trust   January 1993 - October 1993
Cornerstone Bank  January 1992 - December 1992
Needham Cooperative Bank   September 1989 - April 1990

Skills
Building Relationships, Trust Services, Private Banking, Wealth Management, Customer Service, Portfolio Management, Retail Banking, Small Business Banking, Home Equity Lending, Technology, Desktop Application..., Training Delivery, Analytical Thinking, Problem Solving, Proprietary Systems..., Trust Systems Expertise, Time Management, Communication, High Net Worth..., Wealth Management..., Fiduciary, Insurance, Office 2010, Pilot Projects, Constructive Feedback, Banking, Trust Management, Small Business, Wealth, Loans, Asset Allocation, Investment Advisory, Mutual Funds, Estate Planning, Finance, Financial Services

Education
Cannon Financial Institute   2003 — 2004
Diploma, Trust Professional

Hesser College   1990 — 1993
Associates Degree, Business Sciences, Legal Secretary

Westwood High School   1984 — 1988
High Schol Diploma

Mark Eagleton Mark Eagleton Kansas City, Missouri Details
Mark Eagleton's US Trust Experience April 2011 - Present
Job SVPMarket Executive at US Trust
Industry Banking
Experience
US Trust   April 2011 - Present
Wells Fargo  2009 - 2011
M&I Bank  2006 - 2009
Commerce Bank of Kansas City  1998 - 2006

Skills
Private Banking, Wealth Management, Commercial Lending, Wealth, Investment Management, Portfolio Management, Asset Managment, Investments, Commercial Banking, Loans, Wealth Management..., Credit, Banking, Series 7, Mortgage Lending, Asset Allocation, Consumer Lending

Education
University of Pennsylvania - The Wharton School   2013 — 2013
Wharton Executive Performance Leadership Program

ABA National Commercial Lending School   1998 — 2001

Southwestern Graduate School of Banking at SMU   1988 — 1991
Graduate School of Banking, Finance and Financial Management Services

Kansas State University   1976 — 1980
Business Finance, Banking

Daryl Diggs Daryl Diggs Greater New York City Area Details
Daryl Diggs's US Trust Experience March 2013 - August 2014
Job Vice President at Morgan Stanley
Industry Banking
Experience
Morgan Stanley  April 2015 - Present
US Trust   March 2013 - August 2014
Morgan Stanley  2010 - March 2013
JPMorgan Chase  June 2007 - April 2010
J.P. Morgan   June 2003 - June 2007
J.P. Morgan   June 2000 - June 2003

Skills
Analysis, Banking, Equities, Finance, Financial Advisory, Financial Markets, Financial Risk, Fixed Income, Hedge Funds, High Net Worth..., Investment Strategies, Investments, Leadership, Loans, Management, Mutual Funds, Portfolio Management, Private Banking, Securities, Structured Finance, Valuation, Wealth Management..., Wealth Management

Education
NYU Stern School of Business   2012 — 2014
MBA

Morehouse College   1996 — 2000
BA, Finance

Jason Stahl, CFP® Jason Stahl, CFP® Greater New York City Area Details
Jason Stahl, CFP®'s US Trust Experience July 2014 - Present
Job Wealth Strategies Analyst at US Trust
Industry Banking
Experience
U.S. Trust   July 2014 - Present
US Trust   March 2012 - July 2014
Wells Fargo Private Bank  January 2011 - March 2012
LexisNexis  June 2010 - December 2010
Montclair High School Crew   February 2009 - June 2010
Flashlight Interactive   February 2010 - May 2010
Kid Clan Services, Inc.   February 2009 - July 2009
Deep Springs Investment Management   June 2008 - November 2008
Vassar College  June 2007 - May 2008

Skills
SEO, Discovery, Qualitative Research, Event Planning, Coaching, Presentation Preparation, Group Presentations, SharePoint, Database Design, Private Client Services, Superior Client Service

Education
Vassar College   2004 — 2008
B.A., History, Minor: Quantitative Economics

National University of Ireland, Galway   2006 — 2006
Visiting Student

Montclair High School   2000 — 2004

Joseph Tressitt Joseph Tressitt Greater New York City Area Details
Joseph Tressitt's US Trust Experience June 2008 - August 2008
Job Investment Management Associate at BlackRock
Industry Investment Management
Experience
BlackRock  August 2015 - Present
BlackRock  December 2014 - July 2015
BNY Mellon  July 2013 - September 2014
BNY Mellon  August 2011 - July 2013
Citi  June 2010 - April 2011
US Trust   June 2008 - August 2008

Skills
Financial Analysis, Investments, Investment Management, Asset Allocation, Wealth Planning, Estate Planning, Bloomberg, Public Speaking, Negotiation, Organization, Wealth Management..., Portfolio Management, Equities, Fixed Income, Valuation, Hedge Funds, CRM, Alternative Investments, Investment Strategies, Securities, Mutual Funds, Bloomberg Terminal, Equity Research, Client Relationships, Client Presentations, Investment Analysis, Risk and Control, Portfolio Construction, Wealth Management

Education
Loyola College in Maryland   2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance

Sue Gray Sue Gray Dallas/Fort Worth Area Details
Sue Gray's US Trust Experience July 1992 - March 2007
Job Senior Vice President and Wealth Advisor, Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank  November 2011 - Present
BBVA Compass Wealth Management   April 2007 - November 2011
US Trust   July 1992 - March 2007

Skills
Wealth Management..., Wealth Planning..., Wealth Preservation, Private Banking, Financial Services, Relationship Management, Risk Management, Asset Allocation, Banking, Credit, Loans, Business Development

Education
LeTourneau University
Bachelor's Degree, Business Administration, Management and Operations

Kevin Lickteig Kevin Lickteig Kansas City, Missouri Details
Kevin Lickteig's US Trust Experience July 2008 - Present
Job Farm Manager at US Trust
Industry Financial Services
Experience
US Trust   July 2008 - Present
KS Grain Sorghum Commission   January 2000 - July 2008
Kansas Corn Growers Association   November 1995 - December 1999

Skills
Agribusiness, Agriculture

Education
Kansas State University   1978 — 1982
BS, Agriculture

Henry Greenberg Henry Greenberg Greater Boston Area Details
Henry Greenberg's US Trust Experience May 2002 - Present
Job Managing Director at US Trust
Industry Financial Services
Experience
US Trust   May 2002 - Present
State Street Bank  March 1999 - May 2002
Merrill Lynch  August 1994 - March 1999

Skills
Wealth Management, Private Banking, Asset Allocation, Investments, Alternative Investments, Fixed Income, Wealth Management..., Portfolio Management, High Net Worth..., Asset Management, Financial Planners, Strategic Financial..., Estate Planning, Management

Education
New York University School of Law   1996 — 1999
LLM, Taxation

Seton Hall University School of Law   1991 — 1994
JD, Law

Rutgers University-New Brunswick   1987 — 1991
BS, Business / Marketing

Oswaldo Castillo, PMP, CPCU Oswaldo Castillo, PMP, CPCU Brooklyn, New York Details
Oswaldo Castillo, PMP, CPCU's US Trust Experience January 2008 - May 2008
Job ClaimSearch Business Intelligence Leader at ISO A Verisk Analytics Company
Industry Information Services
Experience
Verisk Analytics  July 2015 - Present
ISO - A Verisk Analytics Company   March 2013 - July 2015
Verisk Analytics  May 2008 - February 2013
US Trust   January 2008 - May 2008
Computershare US  July 1994 - August 2007

Skills
TSO, JCL, SQL, Testing, Mainframe, XML, Insurance, Project Management, Microsoft Office, Business Analysis, Visio, SDLC, Access, Requirements Gathering, Analysis, Requirements Analysis, Databases, Process Improvement, Risk Management, Data Analysis, Analytics, Business Intelligence, Microsoft SQL Server, Management, Leadership, Customer Service, Microsoft Excel, Project Planning

Education
Stevens Institute of Technology   2013 — 2015
Master of Science (M.S.), Information Systems

New York University
Bachelor of Arts (B.A.), Computer Science

Ken Walker Ken Walker Greater New York City Area Details
Ken Walker's US Trust Experience 1980 - 1990
Job Managing Director at NewOak Capital
Industry Capital Markets
Experience
NewOak Capital  March 2015 - Present
ClearView-Associates, LLC   April 2009 - Present
HealthCare Enterprises   2009 - 2011
Primus Guaranty, Ltd.   July 2007 - March 2009
UHY Advisors  October 2006 - July 2007
Tigers Court LLC   2002 - November 2006
JPMorgan Chase  1997 - 2002
Swiss Bank Corporation  1992 - 1997
US Trust   1980 - 1990
Irving Trust Company  1977 - 1980

Skills
Derivatives, Financial Risk, Capital Markets, Credit Risk, Risk Management, Hedge Funds, Credit Derivatives, Banking, Operational Risk, Financial Structuring, Liquidity Risk, Enterprise Risk..., Structured Finance, Basel II, Equities, Portfolio Management, Private Equity, Commodity, Corporate Finance, Due Diligence, Securities, Finance, Options, Counterparty Risk, Structured Products, Asset Management, Hedging, Operational Risk..., Market Risk, MBS, CDO, Compliance, Trading, Credit, Project Finance, Bloomberg, Financial Institutions, Securitization, Investments, Asset Managment, Financial Services, CDS, Risk, Interest Rate..., Alternative Investments

Education
Monmouth University   1979 — 1981
MBA, Finance

Wagner College   1973 — 1976
B.S., Accounting

Stephen Mackin Stephen Mackin Greater New York City Area Details
Stephen Mackin's US Trust Experience February 1984 - September 1995
Job Viteos Fund Services LLC
Industry Financial Services
Experience
VITEOS Fund Services, LLC   November 2013 - Present
Koger Inc  March 2012 - November 2013
HSBC Securities  July 2002 - June 2011
Seligman Data Corp  May 1998 - July 2002
JP Morgan Chase  September 1995 - May 1998
US Trust   February 1984 - September 1995

Skills
Alternative Investments, Fund Administration, Securities, Private Equity, Investor Relations, Back Office, Transfer Agency, Mutual Funds, Fund Of Funds, AML, Hedge Funds, Fixed Income, Risk Management, Due Diligence, Equities, Investments, Asset Management, Financial Services, Global Custody, Relationship Management, Fund Accounting, Financial Risk, Derivatives, Banking, Bloomberg, FX Options, Middle Office, Trading Systems, Financial Markets, Corporate Actions, Portfolio Management, Series 7, Prime Brokerage, Capital Markets, Investment Management, Series 63

Education
New Jersey City University

Oleg Barenboim Oleg Barenboim Greater New York City Area Details
Oleg Barenboim's US Trust Experience November 1992 - September 1993
Job Senior Director, Software Engineering at Red Hat
Industry Computer Software
Experience
ManageIQ   June 2014 - Present
Red Hat  December 2012 - Present
PTAPlace, LLC   January 2009 - Present
ManageIQ, Inc.   May 2006 - December 2012
Fort Lee School 1 PTA   September 2005 - August 2009
Hudson Software, Inc.   December 2004 - August 2006
Evident Software  February 2006 - May 2006
Hewlett-Packard  April 2004 - February 2006
Novadigm  September 1993 - April 2004
US Trust   November 1992 - September 1993

Skills
Systems Management, Configuration Management, Enterprise Software, Software Development..., Infrastructure, Software Development..., Subversion, Virtualization, Enterprise Architecture, Agile Methodologies, Cloud Computing, Ruby on Rails, Start-ups, Git, Architecture, Management, Software Development, HP, SaaS, Databases, Operating Systems, Scalability, Servers, Solution Architecture, Professional Services, System Deployment, Ruby, Web Applications, System Architecture, Software Engineering, Linux, REST, Scrum, XML, Unix, Open Source, Distributed Systems, Agile Project Management, PaaS, Software Design, Integration, SOA, Big Data, Mobile Applications, Architectures, Shell Scripting, PostgreSQL, High Availability, Amazon Web Services..., SDLC

Education
New York University - Leonard N. Stern School of Business   1992 — 1996
MBA

New York University, Graduate School of Arts and Sciences   1989 — 1992
MS

New York University   1986 — 1988
BA

The Johns Hopkins University   1984 — 1986

Stuyvesant High School   1980 — 1984

Lauren C. Lambert, CFA Lauren C. Lambert, CFA Greater New York City Area Details
Lauren C. Lambert, CFA's US Trust Experience 1991 - 1994
Job Wealth Management Consultant
Industry Financial Services
Experience
Guilder Group LLC   2013 - Present
AllianceBernstein  2011 - 2012
Bessemer Trust  2008 - 2010
Clay Finlay Inc   2002 - 2008
Scudder Stevens and Clark / Zurich Scudder Investments (Now Deutsche Asset Management)   1994 - 2002
US Trust   1991 - 1994
Drexel Burnham Lambert  1987 - 1990

Skills
Portfolio Management, Equities, Equity Research, Wealth Management, Strategy, Financial Services, Risk Management, Asset Allocation, Economics, Chartered Financial..., Thought Leadership, Research Management, Client Relations Skills, options, public speaking, Client Presentation, research manage, Meditation, Mutual Funds, ETFs, Investment Strategies, Asset Management

Education
New York University
MA

New York University
BA

Martin Poole CFP® Martin Poole CFP® Greater New York City Area Details
Martin Poole CFP®'s US Trust Experience 1999 - 2005
Job Financial Strategist at HFH Planning Inc.
Industry Financial Services
Experience
HFH Planning Inc.   2009 - Present
MHN Government Services  2008 - 2011
City Harvest  2006 - 2010
Citi - Citi Family Office   2007 - 2008
Trinity Baptist Church NY   1997 - 2006
US Trust   1999 - 2005
U.S. Trust   1999 - 2005
The Chase Manhattan Bank  1992 - 1999

Skills
Retirement Planning, Wealth Management, Financial Planning, Investment Advisory, Asset Allocation, Asset Management, Estate Planning, Financial Education, Fee Only Planning, Strategic Financial..., Asset Managment, Banking, Financial Planners, Investment Management, Wealth, High Net Worth..., Securities, Mutual Funds, Series 7, Financial Services, Portfolio Management, Wealth Management..., Financial Advisory, Finance, Personal Finance, Investment Strategies, Investments, Alternative Investments, Credit

Education
College of Financial Planning   2011 — 2011
ADPA, Financial Planning for Domestic Partners

NYU School of Continuing Education   2006 — 2006
Certificate, Financial Planning

New York University - Leonard N. Stern School of Business   1977 — 1979
MBA with Distinction, Finance

University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1973 — 1977
BS, Business Administration

New Jersey City University

The Byrnes Schools

Heather Boyles, CTFA Heather Boyles, CTFA Charlotte, North Carolina Details
Heather Boyles, CTFA's US Trust Experience January 2008 - August 2012
Job Senior Trust Administrator at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman  August 2012 - Present
US Trust   January 2008 - August 2012

Skills
Wealth Management, Trust, Wealth Management..., Investments, High Net Worth...

Education
Marshall University   2004 — 2007
Bachelor's degree, Advertising

Annette Homan Annette Homan Greater New York City Area Details
Annette Homan's US Trust Experience 1997 - 2003
Job Deputy Executive Director at RIMS
Industry Nonprofit Organization Management
Experience
Risk and Insurance Management Society, Inc.   January 2009 - Present
American Management Association  December 2003 - November 2008
US Trust   1997 - 2003
Dreyfus  1986 - 1997

Skills
Strategy Development, Customer Relations, Product Development, Process Improvement, Financial Analysis, Financial Reporting, Project Managment, Leadership Development, Operations Management, Sales Management, Product Marketing, Needs Analysis, Contract Negotiation, Competitive Analysis, Change Management, Project Management, Strategy, Customer Service, Training, Management, Risk Management, Team Building, Organizational..., Coaching, Marketing, Workshop Facilitation, Leadership, Strategic Planning, Team Leadership, Business Strategy, CRM, Program Management, Business Process, Project Planning, Product Management, Executive Management, Management Consulting, Budgets, Performance Management, Human Resources, Policy, Business Process..., Nonprofits, Staff Development, Mergers & Acquisitions, Cross-functional Team..., Fundraising

Education
New York Institute of Technology
BS, Business Administration

Shane Cole Shane Cole Fort Worth, Texas Details
Shane Cole's US Trust Experience January 2013 - Present
Job VP, Specialty Asset Management Farm and Ranch at US Trust
Industry Financial Services
Experience
US Trust   January 2013 - Present
Ron Williams Construction, Inc.   September 2011 - December 2012
Lormand-Cole Development, LLC   March 2005 - June 2010

Skills
Asset Management, Alternative Investments, Asset Allocation, Investment Management, Real Estate, Wealth Management..., Investment Advisory, Contract Negotiation

Education
McNeese State University   1993 — 1998
Bachelor of Science (B.S.), Wildlife Management

Vladimir Shandin Vladimir Shandin Greater New York City Area Details
Vladimir Shandin's US Trust Experience March 1997 - December 2003
Job .Net Application Developer/Consultant at A+E Networks
Industry Information Technology and Services
Experience
A+E Networks  November 2014 - Present
WhoTrades   January 2013 - May 2014
Ambac  August 2012 - October 2012
Thomson Reuters  November 2005 - April 2012
Netsoft USA  May 2005 - November 2005
Thomson Financial  June 2004 - April 2005
US Trust   March 1997 - December 2003

Skills
C#, XML, Microsoft SQL Server, .Net WebAPI, WCF, Web Services, Oracle, Sybase, ASP.NET, JavaScript, LINQ, jQuery, AJAX.NET, T-SQL, DHTML, SSRS, Silverlight, Visual Studio 2003-2012, ASP.NET MVC, MVVM, Knockout Js, TFS, Entity Framework, PL/SQL, CSS, VB.NET, Agile/Scrum, SDLC, Software Design, ASP.NET AJAX, Requirements Analysis, Visual Studio, Software Development, .Net Winforms, PowerBuilder

Education
Lomonosov Moscow State University (MSU)
Doctor of Philosophy (Ph.D.), Physics and Mathematics

Alan Braverman Alan Braverman Greater New York City Area Details
Alan Braverman's US Trust Experience 2001 - 2002
Job Managing Partner at Milestone Active Management Fund
Industry Investment Management
Experience
Milestone Active Management, LLC   September 2012 - Present
Global Business Funding Group   2009 - Present
RAR Associates   September 2002 - December 2009
Leading Indicator Research   March 2007 - 2008
US Trust   2001 - 2002
NBC Internet  2000 - 2001
Banc of America Securities  1999 - 2000
Deutsche Bank Securities  1998 - 1999
Credit Suisse First Boston  1995 - 1998
US West  1991 - 1995

Skills
Alternative Investments, Private Equity, Investments, Asset Managment, Equities, Hedge Funds, Business Planning, Portfolio Management, Venture Capital, Strategic Financial..., Investment Advisory, Start-ups, Financial Markets, Financial Modeling, Management, Funding, Entrepreneurship, Finance, Corporate Finance, Due Diligence, Corporate Development, Emerging Markets, Mutual Funds, Asset Management, Executive Management, Investor Relations, Capital Markets, Private Placements, Valuation, Investment Banking, Capital Raising, Financial Structuring, Investment Management, IPO, Mergers & Acquisitions, Restructuring, Investment Strategies, Leveraged Finance

Education
Northwestern University - Kellogg School of Management   1990 — 1991
MBA, Finance, General Management, Marketing

University of Pennsylvania - The Wharton School   1986 — 1990
BBA, Finance, General Management

Rutgers University-New Brunswick   1979 — 1983
Electrical/Bio Medical Engineering

Willingboro HS

Liz Robb Liz Robb Greensboro/Winston-Salem, North Carolina Area Details
Liz Robb's US Trust Experience June 2006 - July 2006
Job Engagement Manager at EMMsphere
Industry Management Consulting
Experience
EMMsphere  March 2013 - Present
Deloitte  September 2011 - February 2013
Deloitte  September 2009 - September 2011
Deloitte  July 2007 - September 2009
US Trust   June 2006 - July 2006
Ameriprise Financial Services, Inc.   May 2005 - July 2005
BB&T  2004 - 2004

Skills
Staff Development, Management Consulting, Business Process..., Shared Services, Business Transformation, Acquisition Integration, Financials, PeopleTools, Business Process, Financial Modeling, PeopleSoft, Business Analysis, ERP, Change Management, Consulting, Business Strategy, Process Improvement, Requirements Analysis

Education
North Carolina State University   2003 — 2007
BS in Accounting - Financial Analysis, Accounting/Finance

Gina Horan Gina Horan Princeton, New Jersey Details
Gina Horan's US Trust Experience January 2014 - Present
Job Assistant Vice President at US Trust
Industry Banking
Experience
US Trust   January 2014 - Present
US Trust   June 2009 - December 2009
Villeroy & Boch  June 1983 - February 2009

Skills
Events, Key Account Management, Marketing Research, Community Outreach, Problem Solving, Writing, Customer Service, Sales Management, Client Co-ordination, Office Administration, Team Management, Administrative..., Organizational..., CRM, Team Building, Risk Management, Credit, Relationship Management, Marketing, Banking, Sales, Strategic Planning, Investments, Management

Education
Northeastern University   1978 — 1983
BS, Education and Human Services

Lance Bylow Lance Bylow Greater New York City Area Details
Lance Bylow's US Trust Experience April 2013 - Present
Job
Industry Financial Services
Experience
US Trust   April 2013 - Present
Bessemer Trust  October 2011 - March 2013
Barclays Wealth  September 2008 - October 2011
Lehman Brothers  2003 - September 2008
Lehman Brothers  1996 - 2003
General Motors  1995 - 1995
Lehman Brothers  1992 - 1994
Price Waterhouse  1990 - 1992

Skills
Investment Banking, Private Equity, Capital Markets, Equities, Investments, Mergers, Wealth Management, Banking, Mezzanine, Hedge Funds, Alternative Investments, Fixed Income, Wealth Management..., Financial Advisory, Portfolio Management, Venture Capital, Investment Management, Securities, LBO, Asset Management, Trading, Series 7, Mergers, Family Office

Education
University of Chicago Graduate School of Business   1994 — 1996
MBA, Finance

DePaul University   1990 — 1991
MS, Accounting

Northwestern University   1986 — 1990
BA, Economics, Mathematical Methods in the Social Sciences

Brookfield Central High School

James Gorski James Gorski Dallas/Fort Worth Area Details
James Gorski's US Trust Experience May 2012 - April 2015
Job Associate at Satori Alpha
Industry Financial Services
Experience
Satori Capital  April 2015 - Present
US Trust   May 2012 - April 2015
US Army  March 2009 - September 2010
Lummis Asset Management   September 2008 - February 2009
Kleinheinz Capital Partners  February 2008 - March 2008
Conversion Associates   June 2007 - August 2007
Weil Gotshal and Manges  June 2006 - August 2006
Kleinheinz Capital Partners  January 2006 - February 2006

Skills
Research, Data Analysis, Financial Modeling, Valuation, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Analysis, Editing, Portfolio Management, Equities

Education
TCU   2010 — 2012
MBA, Finance and Investments

The Tuck School of Business at Dartmouth   2008 — 2008
Summer Bridge Program

Middlebury College   2004 — 2008
Bachelor of Arts, English

Middlebury College   2005 — 2005
Arabic

Reaves Greer, CFA Reaves Greer, CFA Raleigh-Durham, North Carolina Area Details
Reaves Greer, CFA's US Trust Experience November 2013 - Present
Job Portfolio Manager Associate at US Trust
Industry Financial Services
Experience
US Trust   November 2013 - Present
CAPTRUST  October 2012 - November 2013
Guardian Capital Advisors, LLC   May 2009 - October 2012
Hensley Fentress Financial Group   May 2008 - May 2009

Skills
Financial Analysis, Financial Planning, Accounting, Microsoft Excel, Data Analysis, Microsoft Office, Valuation, Financial Reporting, PowerPoint, Corporate Finance, Analysis, Research, Retirement Planning, Series 7, Financial Accounting

Education
North Carolina State University - College of Management   2005 — 2009
Finance, Accounting

Paul Musarra, CFA, CAIA Paul Musarra, CFA, CAIA Providence, Rhode Island Area Details
Paul Musarra, CFA, CAIA's US Trust Experience May 2006 - December 2008
Job Institutional Portfolio Strategist at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America US TRUST  January 2008 - Present
US Trust   May 2006 - December 2008

Education
Miami University   1997 — 2001
Bachelor of Science, Finance

Fox Chapel   1994 — 1997

Terry Banet Terry Banet San Francisco, California Details
Terry Banet's US Trust Experience 2007 - July 2011
Job Investment Professional
Industry Internet
Experience
SigFig  2011 - Present
US Trust   2007 - July 2011
JP Morgan  April 1985 - April 2006
Coopers & Lybrand  January 1983 - April 1985

Skills
Asset Allocation, Equities, Due Diligence, Management, Portfolio Management, Investment Management, High Net Worth..., Investments, Strategic Financial..., Alternative Investments, CRM, Investment Strategies, Private Banking, Strategy, Wealth Management, Asset Management

Education
University of Pennsylvania - The Wharton School   1989 — 1991
MBA

Lehigh University   1979 — 1983
BS, Accounting

Dino A Martinbianco Dino A Martinbianco Greater Detroit Area Details
Dino A Martinbianco's US Trust Experience March 1996 - July 2008
Job VP Lending Solutions Consultant at Raymond James Bank
Industry Banking
Experience
Raymond James Bank  October 2013 - Present
The PrivateBank  August 2011 - October 2013
Wells Fargo Bank  May 2010 - August 2011
Fifth Third Bank  October 2008 - April 2010
US Trust   March 1996 - July 2008
LaSalle Bank  2002 - 2007
Standard Federal Bank  1995 - 1999

Skills
Loans, Credit, Mortgage, Banking, Purchase, Mortgage Lending, Refinance, Finance, Investment Properties, Loan Origination, Commercial Lending, Residential Homes, Investments, Sales, Real Estate, Portfolio Management, Financial Analysis, Residential Mortgages, Underwriting, Mortgage Banking, Sales Management, Credit Analysis, FHA, Risk Management, Financial Services, Consumer Lending, Commercial Banking, Small Business Lending, Real Estate Financing, Asset Management, Construction Loans, Corporate Finance, VA loans, Credit Risk, USDA, Relationship Management, Wealth Management, Commercial Mortgages, Strategic Financial..., Real Estate Economics, Retail Banking, Reverse Mortgages, FHA financing, Financial Planning, VA Loans

Education
Walsh College of Accountancy and Business Administration   1993 — 1997
Master's degree, Banking, Corporate, Finance, and Securities Law

Northwood University   1987 — 1991
Bachelor, Business Administration/Management

Tara Wright Tara Wright Greater Los Angeles Area Details
Tara Wright's US Trust Experience 1997 - 2003
Job Script Supervisor
Industry Entertainment
Experience
Various Productions - Current: Scandal   June 2011 - Present
Guaranty Insurance Services   September 2010 - June 2011
Thorofare Capital   March 2010 - September 2010
Lacoste  March 2009 - September 2010
Polo Ralph Lauren  2006 - 2009
Mammoth Mountain   2005 - 2006
Marsh  2003 - 2005
US Trust   1997 - 2003
Macy's  1989 - 1994

Skills
Marketing

Education
Webb Schools   1984 — 1988

El Segundo High School

Mount Saint Mary's University
Liberal Arts, Business

Westmont College
Liberal Arts

Corey Brodsky Corey Brodsky Greater New York City Area Details
Corey Brodsky's US Trust Experience 2005 - 2007
Job Regional Vice President
Industry Investment Management
Experience
MetLife  May 2015 - Present
Saratoga Capital Management, LLC   December 2013 - May 2015
Rothschild  2007 - May 2013
US Trust   2005 - 2007
MetLife - New England Financial   2000 - 2005

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

Education
Keene State College   1993 — 1997
Bachelors, Business Management

Tim Greive, CFA Tim Greive, CFA Chicago, Illinois Details
Tim Greive, CFA's US Trust Experience 2006 - 2009
Job Content Specialist Investments
Industry Investment Management
Experience
SumZero, Inc.   May 2015 - Present
Kaplan Professional  September 2013 - Present
CFA Society Chicago  January 2009 - Present
Consultant  2002 - April 2013
US Trust   2006 - 2009
Citadel Investment Group  2003 - 2003
PEAK6 Investments, LLC   2000 - 2002
Hartline Investment Corp.   1993 - 2000

Skills
Alternative Investments, Hedge Funds, Investments, Equities, Portfolio Management, Bonds, Mutual Funds, Asset Allocation, Wealth Management, Asset Management, Derivatives, Due Diligence, Investor Relations, Trading, Securities, Fund Of Funds, Venture Capital, Capital Markets, Recruiting, Capital IQ, Bloomberg Terminal, Advent Axys, Bloomberg, Investment Banking, Public Finance, Headhunting, Asset Managment, Series 7, Series 63, Series 65, Series 66

Education
Northwestern University - Kellogg School of Management   2000 — 2004
MBA, Finance, Entrepreneurship, Marketing

The Ohio State University   1988 — 1992
BSBA, Finance

CAIA

Kate Sweeney Kate Sweeney Greater New York City Area Details
Kate Sweeney's US Trust Experience December 2005 - March 2008
Job
Industry Financial Services
Experience
EMPOWER Retirement  May 2015 - Present
Somerset Hills YMCA  February 2015 - Present
Sophisticated Storage Solutions   May 2014 - May 2015
ADP Retirement Services  April 2010 - April 2013
Schroder Investment Management North America Inc.   March 2008 - March 2009
US Trust   December 2005 - March 2008
New York Life Investment Management  October 2000 - December 2005
Lord, Abbett & Co. LLC   June 1998 - October 2000

Skills
Relationship Management, Mutual Funds, Retirement Planning, 401k, Financial Services, Strategic Partnerships, Retirement, Sales, Asset Management, Investments, ERISA, Leadership, Employee Benefits, Pensions, Portfolio Management, Finance, Business Development, Asset Managment, Series 6, 401(k) Implementation

Education
Villanova University   1994 — 1998
B.A., English

University College Galway   1997 — 1997
English

Yury Khovov [ykhovov@brainish.com] Yury Khovov [ykhovov@brainish.com] Greater New York City Area Details
Yury Khovov [ykhovov@brainish.com]'s US Trust Experience 1996 - 2006
Job Assistant Vice President at MITSUBISHI UFJ TRUST AND BANKING CORPORATION
Industry Computer Software
Experience
Brainish   December 2004 - Present
MUFG Americas  April 2013 - Present
Bergen Logistics  June 2010 - April 2013
US Trust   1996 - 2006
Y&R Brands  April 1995 - May 1996
Colgate Palmolive  1994 - 1995

Skills
Software Development, Android, LAMP, SDLC, Outsourcing, Programming, Management, Leadership, XML, Strategy, Consulting, Start-ups, Project Management, Management Consulting, Entrepreneurship, Business Analysis, Integration, Team Leadership, Software Project..., Program Management, Vendor Management, Product Management, Agile Methodologies, SQL, Web Development

Education
NYU Stern School of Business   1995 — 1999
MBA, IT

Polytechnic University   1989 — 1993
BS, Physics

239   1986 — 1988

F D R

Remy Ayache Remy Ayache Greater New York City Area Details
Remy Ayache's US Trust Experience 2003 - 2005
Job Director PMO
Industry Information Technology and Services
Experience
MultiPlan  October 2010 - Present
Bank of America  January 2010 - October 2010
Polaris Images  May 2009 - January 2010
American Express  2005 - May 2009
asap Inc.  1990 - June 2005
US TRUST   2003 - 2005
Consolidated Edison  2000 - 2003

Skills
Program Management, Portfolio Management, Business Strategy, Risk, Risk Management, Business Intelligence, Business Analysis, Analysis, Microsoft Office, Fluent French, Financial Reporting, Vendor Management

Education
Lycee Francais de New York
Baccalaureat

New York University
Masters

New York University
Bachelor of Arts

Stephanie Wall Stephanie Wall Greater Philadelphia Area Details
Stephanie Wall's US Trust Experience March 2005 - December 2007
Job Senior Vice President & Community Relations Executive for Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank  March 2008 - Present
Bank of America  December 2007 - March 2008
US Trust   March 2005 - December 2007
State of New Jersey  1988 - 1998

Education
Marymount University   1982 — 1986

Joseph Nicotina Joseph Nicotina Greater New York City Area Details
Joseph Nicotina's US Trust Experience 2001 - 2006
Job Senior Associate, Architect & Engineering at New York Life
Industry Information Technology and Services
Experience
New York Life  January 2012 - Present
New York Life Insurance Company  2010 - January 2012
Nico & Sons LLC.   June 2005 - October 2011
Polycom  2006 - 2010
US Trust   2001 - 2006
Educational Video Conferencing   1997 - 2001

Skills
H.323, MCU Operations, Operations Management, Service Delivery, VNOC Management, Statistical Reporting, Video Conferencing, Unified Communications

Education
AIU   2003 — 2005
BBA, Operations Management

Mercy College   1997 — 1999

Elba Vasquez Elba Vasquez Greater New York City Area Details
Elba Vasquez's US Trust Experience March 1990 - May 1996
Job Senior Vice President at HSBC Global Asset Management (USA) Inc.
Industry Financial Services
Experience
HSBC Global Asset Management (USA) Inc.   June 2003 - Present
Citi Fund Services Ohio, Inc.   May 1996 - April 2003
BISYS  1996 - 2003
Funds Distributor Inc  1996 - 2001
US Trust   March 1990 - May 1996
U.S. Trust Company of NY   1990 - 1996

Skills
Financial Services, Mutual Funds, Portfolio Management, Wealth Management, Asset Management, Relationship Management, Investments, Asset Managment, Product Management, Securities, Banking, Investment Strategies, Risk Management, Marketing Communications, Series 7, Equities, Capital Markets, Fixed Income, Series 63

Education
Pace University   1990 — 1998

Jonathan Herpel, CFA Jonathan Herpel, CFA San Francisco Bay Area Details
Jonathan Herpel, CFA's US Trust Experience March 2010 - Present
Job Managing Director, Portfolio Manager at US Trust
Industry Investment Management
Experience
US Trust   March 2010 - Present
Deutsche Bank  October 2007 - November 2009
Citigroup Asset Management  October 2002 - June 2007
Citigroup  December 1999 - October 2002
Bank of America  1993 - 1999

Education
Northwestern University   1988 — 1992
BA, Economics

Naima Judge Naima Judge Dallas/Fort Worth Area Details
Naima Judge's US Trust Experience December 2008 - Present
Job Senior Vice President & Senior Portfolio Manager at U.S. Trust, Bank of America
Industry Investment Management
Experience
US Trust   December 2008 - Present

Education
Northeastern University   1994 — 1999

Sean Greeley Sean Greeley Greater New York City Area Details
Sean Greeley's US Trust Experience October 1985 - September 1997
Job Vice President New Business Development at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman  April 2014 - Present
JPMorgan  September 1997 - June 2013
US Trust   October 1985 - September 1997
Dean Witter Reynolds  July 1983 - October 1985

Skills
Hedge Funds, Fixed Income, Global Custody, Securities, Mutual Funds, Fund Administration, Securities Lending, Investments, Banking, CRM, Investment Management, Cash Management, Collateral Management, Relationship Management, Financial Services, Bonds, Investment Banking, Back Office, New Business Development, Team Building, Sales Presentations, Sales Process, Equities

Education
Monmouth University   1991 — 1994
MBA, Concentration in Finance

Monmouth University   1979 — 1984
BS in Business Administration, Concentration in Marketing

Montgomery Township HS

Christopher Liu, CFA Christopher Liu, CFA Greater New York City Area Details
Christopher Liu, CFA's US Trust Experience August 2006 - October 2009
Job Vice President Private Wealth Management
Industry Investment Management
Experience
Lebenthal Asset Management  October 2009 - Present
US Trust   August 2006 - October 2009

Skills
Portfolio Management, Equities, Wealth Management, Investment Strategies, Investments, Equity Income, Financial Analysis, Asset Allocation, Bloomberg Terminal, Dividend Growth, Downside Protection, Wealth Management..., Mutual Funds

Education
New York University
Bachelors, Economics, 3.8

Paul Ruchti Paul Ruchti Greater Minneapolis-St. Paul Area Details
Paul Ruchti's US Trust Experience May 1999 - May 2001
Job
Industry Information Technology and Services
Experience
UnitedHealthcare  February 2012 - Present
Prime Therapeutics  June 2009 - January 2012
Wells Fargo Institutional Brokerage   February 2009 - June 2009
Wells Fargo Private Client Services  January 2008 - February 2009
Wells Fargo Institutional Brokerage   June 2006 - January 2008
U.S. Trust Company   May 2001 - June 2006
US Trust   May 1999 - May 2001
Norrell, (Prudential Insurance Co   November 1998 - May 1999
Norwest Bank  February 1998 - November 1998

Skills
Financial Analysis, Securities, Management, Marketing, Business Process..., Financial Services, Portfolio Management, Process Improvement, Equities, Vendor Management, Fixed Income, Customer Service, SAS, SSAS 2008, Visio, Bloomberg, Intrader, MS Office, Baseline, Morningstar, Performance Station, TPG

Education
Minnesota State University, Mankato   1994 — 1997
BS, Economics

Lucas Pisarczyk Lucas Pisarczyk Greater New York City Area Details
Lucas Pisarczyk's US Trust Experience January 1999 - June 2000
Job Finance at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank  June 2006 - Present
Merrill Lynch  June 2000 - June 2006
US Trust   January 1999 - June 2000

Education
Marist College   1993 — 1997
B.S., International Business

Wil Rodriguez Wil Rodriguez Greater Boston Area Details
Wil Rodriguez's US Trust Experience August 1996 - January 1997
Job Capacity Planning PM at BT Conferencing
Industry Telecommunications
Experience
BT Conferencing  January 2006 - Present
BT Conferencing  January 2004 - April 2006
Genesys Conf/ Vialog Group Communications   January 1997 - January 2002
The Conference Center   May 1997 - December 1997
The Conference Center   January 1997 - May 1997
US Trust   August 1996 - January 1997

Skills
Network Design, Telecommunications, Unified Communications, Video Conferencing, Managed Services, Telepresence, Order Management, Capacity Planning, Customer Service, Integration, Call Centers, Troubleshooting, Wireless, VoIP, SIP, Project Planning, Data Center, IP, Management, Service Delivery, Solution Selling, Networking, Switches, Analysis, Professional Services, LAN-WAN, Operations Management, Telephony, WAN, Cisco Technologies, Contact Centers, Cloud Computing, Vendor Management, MPLS, SIP Trunking, Product Management, SaaS, Avaya

Education
Massasoit Community College   2015 — 2017
Associate of Science (A.S.), Computer Science

Wentworth Institute of Technology   2014 — 2015
Computer Systems Networking and Telecommunications

Madison Park High   1987 — 1989

Ande Li Ande Li Greater New York City Area Details
Ande Li's US Trust Experience 1993 - July 2007
Job Learning Consultant at Bank of America
Industry Financial Services
Experience
Bank of America  July 2007 - June 2015
U.S. Trust   1993 - July 2007
US Trust   November 1992 - June 2007
U.S. Trust Company of New York   1992 - 2007
US Trust   July 1991 - November 1992

Skills
Program Management, Project Management, Leadership, Team Building, Financial Services, Portfolio Management, Business Analysis, Instructional Design, Banking, Risk Management, Analysis, Asset Management, Management Consulting, Training, Management, Teaching

Education
New York University   1988 — 1995
BA

Susan Bogansky Susan Bogansky Greater New York City Area Details
Susan Bogansky's US Trust Experience 1992 - 2007
Job Sr. Change Management Consultant
Industry Information Technology and Services
Experience
Bank of America  Sr Change ConsultantBank of America2009 - Present
Charles Schwab  2001 - 2007
us trust   1992 - 2007
UST Securities (Subsidiary of US Trust)   1992 - 2000
Delafield, Harvey, Tabell   June 1977 - March 1992

Skills
Change Management, Alternative Investments, Wealth Management, Financial Services

Education
Middlesex County College   1971 — 1975

Timothy Bialobok, CFA Timothy Bialobok, CFA Greater New York City Area Details
Timothy Bialobok, CFA's US Trust Experience February 2010 - Present
Job VP, Portfolio Manager @ US Trust
Industry Investment Management
Experience
US TRUST   February 2010 - Present
U.S. Trust   August 2006 - January 2010
Wachovia Bank  May 2003 - July 2006

Skills
Asset Allocation, Alternative Investments, Equities, Hedge Funds, Wealth Management, Investments, Financial Analysis, Capital Markets, Accounting, Portfolio Management, Fixed Income, Valuation

Education
Montclair State University   2007 — 2010
MBA, Finance and Accounting

Villanova University   1996 — 2000
BS, Biology

Amsterdam High School   1992 — 1996

William Ogg William Ogg Greater New York City Area Details
William Ogg's US Trust Experience February 2001 - February 2005
Job Senior Messaging / Windows Server Engineer at ICAP
Industry Information Technology and Services
Experience
ICAP  April 2012 - Present
Charles Schwab  September 2007 - October 2012
Charles Schwab  March 2005 - September 2007
US Trust   February 2001 - February 2005
US Trust   September 2000 - December 2000
NAVTEQ  July 1997 - August 2000

Skills
Disaster Recovery, Active Directory, Microsoft Exchange, Blackberry Enterprise..., Unified Communications, Lync Server 2010, Office Communications...

Education
James Madison University   1990 — 1994
BS, Geography

Casey (Charles) Martin Casey (Charles) Martin Greater New York City Area Details
Casey (Charles) Martin's US Trust Experience September 2012 - August 2014
Job Portfolio Manager at Circle Advisers, Inc.
Industry Investment Management
Experience
Circle Advisers, Inc.   September 2014 - Present
US Trust   September 2012 - August 2014
US Trust   September 2010 - September 2012
Circle Advisers, Inc.   January 2010 - September 2010
New York University  October 2007 - January 2010

Skills
Portfolio Management, Asset Allocation, Bloomberg, Bloomberg Terminal, Financial Analysis, Financial Modeling, Fixed Income, Equities, Alternative Investments, Finance, Microsoft Office, Asset Management, Microsoft Excel, Investment Management, Investment Strategies, Mutual Funds, Wealth Management, Investments, FactSet

Education
New York University   2006 — 2010
Bachelor of Arts (B.A.), Economics

Scarsdale High School

Passed Level I of the CFA Program

Janice Morrell Janice Morrell Greater New York City Area Details
Janice Morrell's US Trust Experience 2005 - 2006
Job Head of Resource Management for Global Business Services Change Management
Industry Banking
Experience
Deutsche Bank  May 2012 - Present
Bank of America  June 2006 - May 2012
US Trust   2005 - 2006
Deutsche Bank  January 1999 - January 2004
State Street Bank and Trust  2002 - 2004
Deutsche Bank  1999 - 2002
Bankers Trust  1987 - 2000

Skills
Fixed Income, Capital Markets, Equities, Operational Risk..., Back Office, Asset Managment, Wealth Management, Portfolio Management, Mutual Funds, Middle Office, Banking, Trading, Financial Risk, Corporate Trust, Structured Products, Cash Management, Hedge Funds

Education
Montclair State University

Joseph Civadelic Joseph Civadelic Greater New York City Area Details
Joseph Civadelic's US Trust Experience July 2003 - June 2007
Job Consultant at Federal Reserve Bank Of New York
Industry Information Technology and Services
Experience
Federal Reserve Bank of New York  April 2011 - Present
BofA Merrill Lynch  February 2010 - December 2010
UnitedHealth Group  August 2009 - February 2010
Brown Brothers Harriman  August 2008 - December 2008
Bank of America  June 2007 - June 2008
US Trust   July 2003 - June 2007
Alliance Capital  December 1997 - December 2002
Citibank  January 1995 - December 1997
Bank of New York Mellon  December 1989 - July 1993
Merrill Lynch  April 1988 - December 1989

Education
Montclair State University   1978 — 1983
BS, Computer Science

Elizabeth Cady, CFA Elizabeth Cady, CFA Greater Denver Area Details
Elizabeth Cady, CFA's US Trust Experience 2003 - 2006
Job Senior Vice President at UBS
Industry Financial Services
Experience
UBS Financial Services  March 2013 - Present
JP Morgan  September 2006 - March 2013
US Trust   2003 - 2006
State Street Global Advisors  September 1998 - March 2003

Education
Middlebury College   1986 — 1990
B.A., English

Marc Wise Marc Wise West Palm Beach, Florida Area Details
Marc Wise's US Trust Experience March 2007 - December 2007
Job Executive Office Professional
Industry Financial Services
Experience
US Trust   March 2007 - December 2007

Education
Northwood University   2006 — 2007
B.A., Business Administration

Mark Nardella Mark Nardella Syracuse, New York Area Details
Mark Nardella's US Trust Experience Financial Advisor - Resident DirectorMerrill LynchApril 1997 - May 2006
Job Vice President at US Trust
Industry Investment Management
Experience
US Trust   Financial Advisor - Resident DirectorMerrill LynchApril 1997 - May 2006

Education
Syracuse University - Martin J. Whitman School of Management   1988 — 1990

Middlebury College   1982 — 1986
BA, Environmental Studies-Economics

Tiffany Owens, CFP®, MBA Tiffany Owens, CFP®, MBA Kansas City, Missouri Area Details
Tiffany Owens, CFP®, MBA's US Trust Experience December 2011 - Present
Job Senior Trust Officer, Market Trust Director at US Trust
Industry Financial Services
Experience
US Trust   December 2011 - Present
The Commerce Trust Company  August 2009 - January 2012
VALIC  July 2006 - January 2011
University of Missouri-Kansas City  January 2001 - December 2007

Skills
Estate Planning, Strategic Financial..., Asset Allocation, Wealth Management, Financial Analysis, Asset Management, Financial Advisory, Investment Advisory, Investment Management, Investment Strategies, Investments, Mutual Funds

Education
University of Missouri-Kansas City   1998 — 2001
Master of Business Administration (M.B.A.), Finance, General

Missouri Western State University   1994 — 1995
Bachelor of Business Administration (B.B.A.), Accounting

John W. Zambrano John W. Zambrano Greater New York City Area Details
John W. Zambrano's US Trust Experience November 2002 - June 2008
Job Managing Director at BNYMellon
Industry Financial Services
Experience
BNY Mellon  September 2013 - Present
BNYMELLON  July 2008 - Present
US Trust   November 2002 - June 2008
JP Morgan Chase  September 1995 - November 2002
us trust   December 1984 - September 1995
AG Becker Paribas   February 1981 - December 1984

Education
New York University - Polytechnic School of Engineering   1981 — 1985

Lonis, Larry Lonis, Larry Greater Chicago Area Details
Lonis, Larry's US Trust Experience Senior Vice PresidentBank of America2005 - Present
Job Senior Vice President at US Trust
Industry Investment Management
Experience
US Trust   Senior Vice PresidentBank of America2005 - Present

Education
Northern Illinois University   1967 — 1975

James McCorkle James McCorkle Greater Boston Area Details
James McCorkle's US Trust Experience 1999 - 1999
Job President & CEO at Woburn Municipal Federal Credit Union
Industry Banking
Experience
TD Garden  September 1993 - Present
Touchstone Federal Credit Union   September 2003 - January 2015
Citizens Bank  March 2002 - September 2003
Everett Credit Union  September 1999 - March 2002
US Trust   1999 - 1999
BankBoston  1998 - 1999
BayBank  1996 - 1998
BayBank  1994 - 1996
BayBank  1990 - 1994

Skills
Banking, Management, Accounting, Team Leadership, Portfolio Management, Sales, Budgets, Marketing, Finance, Loans, Leadership, Customer Service, Security, Policy, Time Management, Credit, Risk Management

Education
Nichols College   1987 — 1991
Bachelors, Accounting

Xaverian Brothers High School   1984 — 1987

Eugene Weinstein Eugene Weinstein Greater New York City Area Details
Eugene Weinstein's US Trust Experience November 2005 - January 2007
Job Developer at UBS
Industry Computer Software
Experience
UBS Investment Bank  July 2011 - Present
Neuberger Berman  September 2010 - May 2011
Deutsche Bank Securities  September 2009 - July 2010
Vivat, Inc   2005 - July 2010
D&B  2006 - December 2008
US Trust   November 2005 - January 2007
AT&T  November 2003 - May 2005
Morgan Stanley  September 2002 - August 2003
Kaplan Test Prep and Admissions  2000 - 2001

Education
New York University - Polytechnic School of Engineering   1997 — 2001
BS, Computer Science

The Cooper Union for the Advancement of Science and Art   1995 — 1997
Architecture

David DeVera David DeVera Greater New York City Area Details
David DeVera's US Trust Experience May 1989 - February 1994
Job Director, Investments IT Data and Financial Services at MetLife
Industry Financial Services
Experience
MetLife  September 2011 - Present
MF Global  April 2009 - September 2011
Bear Stearns  March 1994 - February 2009
US Trust   May 1989 - February 1994

Skills
Strategy, IT Strategy, Program Management, Management, CRM, Vendor Management, Outsourcing, Product Development, E-commerce, Continuous Improvement, Markit EDM Certified

Education
Pace University   1989 — 1994
MBA, Finance, Information Systems

New York University   1985 — 1989

Neale Ellis Neale Ellis Dallas/Fort Worth Area Details
Neale Ellis's US Trust Experience April 2008 - Present
Job Managing Director, Market Investment Director, US Trust
Industry Investment Management
Experience
US Trust   April 2008 - Present
McKinnon & Company   July 2004 - April 2008
Goldman Sachs  August 2000 - October 2002
US Navy  May 1988 - August 2000

Education
Naval War College   2009 — 2012
Master of Arts (M.A.), National Security and Strategic Studies

The University of Memphis   1999 — 2000
Master of Science (MS), Finance, General

Naval Postgraduate School   1992 — 1994
MS, Operations Research

University of Virginia   1984 — 1988
Bachelor's degree

Raju S Tharimana Raju S Tharimana Houston, Texas Area Details
Raju S Tharimana's US Trust Experience 2000 - 2001
Job Principal CRM Practice at Infosys
Industry Computer Software
Experience
Infosys  December 2011 - Present
Oracle  October 2007 - December 2011
VMware  2009 - 2009
BusinessEdge Solutions  2007 - 2008
IBM Global Services  2004 - 2007
Hartfort Insurance   2000 - 2003
eLoyalty  2000 - 2001
US Trust   2000 - 2001

Skills
Business Intelligence, Solution Architecture, CRM, Siebel, Enterprise Architecture, Requirements Analysis, SDLC, SOA, Data Warehousing, Business Analysis, PL/SQL, PMP, Software Project..., Oracle, ERP, Data Modeling, ETL, Requirements Gathering, IT Strategy, Integration, Business Process, Pre-sales, Master Data Management, Unix, Oracle Applications, Big Data, Hadoop, Java, Hive, HBase, Sqoop

Education
Lamar University
M.S, Civil Engineering

Osmania University
B.E, Civil Engineering

University of New Orleans
M.S, Civil Engineering

Geraldine McAndrew Geraldine McAndrew Greater Boston Area Details
Geraldine McAndrew's US Trust Experience August 2005 - March 2008
Job Senior Vice President at Bank of America
Industry Banking
Experience
Bank of America  October 2010 - Present
BNY Mellon  March 2008 - October 2012
US Trust   August 2005 - March 2008
Bank of America  April 2004 - August 2005
FleetBoston Financial/ Shawmut Bank, N.A.   November 1994 - April 2004

Education
New England School of Law   2002 — 2006
Juris Doctor

Siena College
Bachelor of Science, Marketing/Management

James C. Bellavia James C. Bellavia Greater Boston Area Details
James C. Bellavia's US Trust Experience October 2001 - Present
Job Managing Director, US Trust
Industry Banking
Experience
US Trust   October 2001 - Present
PwC  January 1996 - June 2001

Education
Bernard M. Baruch College (CUNY)
Bachelor of Business Administration (BBA), Accounting

Pace University
Master of Business Administration (MBA), Taxation

Husein Mehic Husein Mehic Boston, Massachusetts Details
Husein Mehic's US Trust Experience 2005 - 2007
Job Banco Santander
Industry Financial Services
Experience
Banco Santander  July 2015 - Present
State Street  May 2007 - July 2015
US Trust   2005 - 2007
Bain Capital  2005 - 2005
Wellington Management  2002 - 2003

Skills
Fixed Income, Bloomberg, Equities, Securities, Derivatives, Finance, Financial Analysis, Credit, Capital Markets, Financial Services, Investments, Corporate Finance, IFRS, US GAAP, Accounting, Treasury Management, Financial Reporting

Education
NEOMA Business School

Northeastern University

Rosanne Steffes Rosanne Steffes Greater Minneapolis-St. Paul Area Details
Rosanne Steffes's US Trust Experience February 2004 - February 2006
Job Sr. HR Administrator at DecoPac, Inc.
Industry Consumer Goods
Experience
DecoPac, Inc.   February 2006 - Present
US Trust   February 2004 - February 2006

Skills
Employee Relations, Recruiting, Human Resources, Microsoft Office, Talent Acquisition, Management, Employee Engagement, Interviews, Time Management, Performance Management, New Hire Orientations, Team Building, Onboarding, Customer Service, Team Leadership, Talent Management, Strategic Planning, Temporary Staffing, Organizational..., Applicant Tracking..., Account Management, Outlook, Teamwork, Process Improvement, Budgets, Lean Thinking

Education
Rasmussen College-Minnesota   2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Human Resources

Metropolitan State University   1996 — 1997
Studies in Business Administration, Human Resources

Harlan Thompson, CFA Harlan Thompson, CFA Greater Los Angeles Area Details
Harlan Thompson, CFA's US Trust Experience 2003 - 2006
Job Corporate Advisory Board Member at USC Marshall School of Business
Industry Financial Services
Experience
AbilityFirst  June 2015 - Present
Holly Street Wealth   January 2015 - Present
USC Marshall School of Business  January 2013 - Present
Northern Trust  January 2011 - December 2014
Capital Group  2006 - 2011
US Trust   2003 - 2006
Provident Investment Counsel  1991 - 2003

Skills
Investments, Asset Allocation, Investment Management, Asset Management, Alternative Investments, Equities, Portfolio Management, Hedge Funds, Series 7, Asset Managment, Wealth Management, Investment Strategies, Fixed Income, Mutual Funds, Valuation, Private Equity, High Net Worth..., Fund Of Funds, Banking, Investment Advisory, Capital Markets, Equity Research, Series 63, Wealth Management..., Securities, ETFs, Bonds, Investment Banking, Trading, Financial Services, Derivatives, Private Banking

Education
University of Southern California   1982 — 1984
Master of Business Administration (MBA), Finance and Financial Management Services

Oregon State University   1974 — 1978
Bachelor of Science (BS), Industrial Engineering

KATE MULVANY KATE MULVANY Greater New York City Area Details
KATE MULVANY's US Trust Experience July 1993 - April 2009
Job Managing Director at Evercore Wealth Management
Industry Financial Services
Experience
Evercore Wealth Management   May 2009 - Present
US Trust   July 1993 - April 2009

Education
Le Moyne College   1989 — 1993

ursuline   1985 — 1989

Larry Lonis Larry Lonis Greater Chicago Area Details
Larry Lonis's US Trust Experience March 2005 - Present
Job Client & Business Management Executive at US Trust
Industry Investment Management
Experience
USTrust  March 2005 - Present
US Trust   March 2005 - Present
Bank of America  2005 - Present
US Trust, Bank of America  2005 - Present
DePaul University  September 1992 - Present
Bank of America  March 2005 - March 2008
Bank of America  2005 - 2008
JPMorgan  1999 - 2005
JPMorgan Chase  1999 - 2005
First National Bank of Chicago  1983 - 2005

Skills
Portfolio Management, Investments, Equities, Alternative Investments, Asset Managment, Financial Analysis, Fixed Income, Capital Markets, Asset Allocation, Asset Management, Private Equity, Strategy, Due Diligence, Mergers & Acquisitions, Investment Management, Equity Research, Finance, Financial Modeling, Wealth Management, Valuation, Hedge Funds

Education
AICPA
Chartered Global Management Accountant, Management Accounting

CFA Institute   1985 — 1990
CFA, Finance/Investment Management

University of Illinois at Urbana-Champaign   1976 — 1977
CPA, Accounting

Northern Illinois University   1967 — 1975
BS, MBA, Marketing and MBA

Julie Mokdessi Julie Mokdessi Greater Chicago Area Details
Julie Mokdessi's US Trust Experience 2007 - Present
Job Vice President at US Trust
Industry Banking
Experience
US Trust   2007 - Present
BMO Harris Private Banking  2003 - 2007
First Chicago  1987 - 1996

Education
Northwestern University - Kellogg School of Management   1985 — 1987
MBA, finance, marketing

G. Diann Petrino G. Diann Petrino Greater New York City Area Details
G. Diann Petrino's US Trust Experience 2003 - 2006
Job Managing Director, Division Philanthropic Executive
Industry Financial Services
Experience
U. S. Trust Bank of America Private Wealth Management   June 2012 - Present
Bank of America  April 2006 - June 2012
US Trust   2003 - 2006
Deutsche Asset Management  2002 - 2002
Zurich Scudder Investments  2000 - 2002
Scudder Kemper/Zurich Scudder Investments/Deutsche Asset Management   2000 - 2002
Scudder Investments  1983 - 2000
Chemical Bank  1980 - 1983

Skills
Alternative Investments, Asset Managment, Relationship Management, Investments, Asset Management, Portfolio Management, Risk Management, New Business Development, Securities, Fixed Income, Equities, Asset Allocation

Education
New York University   1979 — 1981
MBA, Finance

Mount Holyoke College   1973 — 1977
AB, Biochemistry

Apryl Redwood Apryl Redwood Greater New York City Area Details
Apryl Redwood's US Trust Experience 2000 - Present
Job Snr. Vice President at US Trust
Industry Financial Services
Experience
US Trust   2000 - Present
The Bank of New York  1997 - 2000
Chemical Bank  1990 - 1997

Skills
Private Banking, Relationship Management, Wealth Management..., Credit Analysis, Mortgage Lending

Education
Pace University   1988 — 1990
MBA, Corporate Finance

University of the West Indies, Kingston, Jamaica   1980 — 1983
Bachelor of Science (B.Sc.), Computer Science

Paul Youngdale Paul Youngdale Austin, Texas Area Details
Paul Youngdale's US Trust Experience February 2002 - Present
Job Trust Officer at US Trust
Industry Banking
Experience
US Trust   February 2002 - Present

Education
Louisiana State University, Paul M. Hebert Law Center   1991 — 1994
JD

Vanderbilt University   1987 — 1991
B.A., English

Mark Ralfs Mark Ralfs Greater St. Louis Area Details
Mark Ralfs's US Trust Experience August 2004 - February 2012
Job Vice President & Senior Client Adviser at BMO Harris Private Banking
Industry Financial Services
Experience
BMO Harris Private Banking  September 2012 - Present
Enterprise Trust Company   February 2012 - September 2012
US Trust   August 2004 - February 2012
A.G. Edwards & Sons, Inc.   August 2002 - August 2004
Development Dimensions International  November 1988 - August 2002
Burger King Corporation  January 1987 - November 1988
Union Electric Company  January 1982 - January 1987
Union Electric Company  August 1979 - January 1982
Marietta College  August 1978 - August 1979

Skills
Wealth Management, Retirement Planning, Succession Planning, Asset Allocation, Investment Advisory, Series 7, Investments, Strategic Financial..., Banking, Estate Planning, Insurance, Investment Strategies, Alternative Investments, Retirement, Investment Management, Private Banking, Tax, Series 65, Credit, Financial Planners, Mutual Funds, Asset Managment, High Net Worth..., Portfolio Management, Fixed Annuities, Financial Services, Wealth Management..., Life Insurance, Fixed Income, Equities, Relationship Management, Securities, Trust Services, Series 63, Loans, Long-term Care, Financial Advisory, Trusts, 401k, Mortgage Lending, Small Business Lending, Wealth, Commercial Banking, Commercial Lending, Consumer Lending, Credit Analysis, Hedge Funds, Finance, Series 6, Lines Of Credit

Education
Miami University   1976 — 1978
M.S., Mass Communications, 3.92

University of Florida   1972 — 1976
B.S, Broadcasting, 3.5

Richard Bonner Richard Bonner Greater New York City Area Details
Richard Bonner's US Trust Experience 2004 - 2008
Job Vice President at Bank of America
Industry Financial Services
Experience
US Trust   2004 - 2008
ABN AMRO  2002 - 2004
Lewco Securities Corp.  1981 - 2002

Skills
Securities, Mutual Funds, Fixed Income, Back Office, Hedge Funds, Equities, Series 7, Alternative Investments, Middle Office, Derivatives, Leadership, Settlement, Bonds, Asset Management, AML, Financial Risk, Options, Portfolio Management, Series 63, Bloomberg, Wealth Management, Risk Management, Financial Services, Trading Systems, Investments, Banking

Education
New York University
Liberal Arts

Denise Hicks Denise Hicks Greater New York City Area Details
Denise Hicks's US Trust Experience 1997 - 2007
Job Administrtive Assistant at Bank of America
Industry Banking
Experience
Bank of America  July 2007 - Present
US Trust   1997 - 2007

Education
Metropolitan College of New York   2008 — 2011
BA, Business Administration

kingsborough Community College
AAS, Word Processing

Ryan Halvorson, CRPC® Ryan Halvorson, CRPC® Greater Los Angeles Area Details
Ryan Halvorson, CRPC®'s US Trust Experience August 2013 - July 2015
Job Associate at Bernstein Private Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management  August 2015 - Present
U.S. Trust   August 2013 - July 2015
US Trust   February 2013 - August 2013
Merrill Lynch  September 2011 - February 2013

Skills
Wealth Management, Wealth Outlook, 401k Rollovers, Small business..., Simplified Employee..., Structured lending, Financial Structuring, Wealth, Pensions, Retirement Planning, Outlook

Education
Northern Arizona University, College of Business Administration   2006 — 2011
B.S.B.A, Finance and Marketing

Temecula Valley High School   2002 — 2006

Michael Nagle, Jr. Michael Nagle, Jr. Chatham, New Jersey Details
Michael Nagle, Jr.'s US Trust Experience April 2005 - February 2007
Job Operations Manager at Delaware Life Insurance Company
Industry Financial Services
Experience
Delaware Life Insurance Company  August 2013 - Present
Sun Life Financial  November 2011 - August 2013
Sun Life Financial  September 2009 - November 2011
Bank of America  February 2008 - February 2009
US Trust   April 2005 - February 2007
State Street  September 2003 - April 2005
Investors Bank & Trust  January 2002 - September 2002
Northern Trust Retirement Consulting LLC   October 2000 - December 2001
BNY Mellon  May 1997 - September 2000

Skills
Investments, Securities, Mutual Funds, Account Reconciliation, Microsoft Excel, Equities, Accounting, Operations Management, Client Services, Reconciliation, Journal Entries, Disbursements, Client Service, Outlook, SOX, Financial Accounting, Financial Services, Process Improvement, Finance, Management, Risk Management, Microsoft Office, Microsoft Word, Sarbanes-Oxley Act, Analysis, Business Analysis, Financial Analysis

Education
Nichols College   1993 — 1998
BSBA, Accounting and Business/Management

Richard Sartori Richard Sartori Greater St. Louis Area Details
Richard Sartori's US Trust Experience August 2006 - June 2013
Job Vice President Sr. Private Banker at BMO Harris Private Banking
Industry Financial Services
Experience
BMO Harris Private Banking  June 2013 - Present
US Trust   August 2006 - June 2013
CDM  1996 - 2002

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

Education
John Cook School of Business at Saint Louis University   1978 — 1982
Bachelor's degree, Banking, Corporate, Finance, and Securities Law

St. Louis University   1978 — 1982
Bachelor of Arts (B.A.), Finance, General

DeSmet Jesuit   1974 — 1978

Ross Sirochman Ross Sirochman Greater Los Angeles Area Details
Ross Sirochman's US Trust Experience March 2011 - December 2013
Job Event Coordinator and Producer at Bourgeois Productions, Inc.
Industry Financial Services
Experience
Bourgeois Productions, Inc.   December 2013 - Present
US Trust   March 2011 - December 2013
BNY Mellon  September 2009 - March 2011
The Bank of New York Mellon  August 2007 - August 2009
Pete Donati & Sons, Inc   January 2000 - September 2007

Skills
Equities, Microsoft Excel, Fixed Income, Lotus Notes, Financial Analysis, Asset Managment, Investments, Outlook, Microsoft Office, PowerPoint, Risk Management, Banking, Retail Banking, Event Planning, Corporate Events, Private Events, Market Research, Marketing Communications, Sales Process, Sales, Sales Management

Education
Kent State University   2003 — 2007
Bachelor of Business Administration (BBA), International Business

Kent State University   2003 — 2007
Bachelor Degree of Business Administration, Ohio

Kent State University   2003 — 2007
Bachelor Degree of Business Administration, Ohio

Gary Gildersleeve Gary Gildersleeve Greater New York City Area Details
Gary Gildersleeve's US Trust Experience 1986 - 2008
Job Partner & Fixed Income PM at Evercore Wealth Management
Industry Investment Management
Experience
Evercore Wealth Management   November 2008 - Present
Evercore Wealth Management   2008 - Present
Evercore Wealth Management   2008 - Present
US Trust   1986 - 2008

Education
New York University, Stern School of Business
Master of Business Administration (M.B.A.), Finance

Lafayette College
BA, Economics

Bill Reeder Bill Reeder Greater New York City Area Details
Bill Reeder's US Trust Experience August 2004 - October 2004
Job Software Architect at Delphi Technology
Industry Information Technology and Services
Experience
Delphi Technology  2006 - Present
JPMorgan Chase  October 2005 - May 2006
Goldman Sachs  November 2004 - October 2005
US Trust   August 2004 - October 2004
JPMorgan Chase  February 2003 - July 2004
Merck  July 2002 - February 2003
Lehman Brothers  July 1999 - July 2002
The Chase Manhattan Bank  April 1997 - July 1999
Merrill Lynch  June 1992 - April 1997
American Management Systems (AMS)   July 1991 - June 1992

Skills
Agile Methodologies, SQL, Requirements Analysis, Java Enterprise Edition, SOA, Software Project..., Java, SDLC, Business Analysis, Spring, Architecture, JavaScript, Microsoft SQL Server, Software Development, Enterprise Architecture, Scrum, Web Services, Oracle, JSP, Web Applications, Architectures

Education
Lehigh University   1987 — 1991
BS, Computer Engineer

Joseph Herrmann, MBA Joseph Herrmann, MBA Greater New York City Area Details
Joseph Herrmann, MBA's US Trust Experience October 2011 - May 2014
Job Director, Client Services
Industry Investment Management
Experience
City National Rochdale  January 2015 - Present
US Trust   October 2011 - May 2014
US Trust   June 2009 - October 2011
Bank of America  January 2008 - April 2009

Skills
Wealth Management, Financial Services, Banking, Relationship Management, Mutual Funds, Retail Banking, Leadership, Investments, Credit, Mortgage Lending, Asset Management, Series 63, Strategic Financial..., Risk Management, Retirement Planning, Private Banking, Investment Management, Wealth Management..., Process Improvement, Investment Strategies, Series 7, High Net Worth..., Financial Planning, Bloomberg, Retirement, Project Management, Hiring Practices, Coaching, Leadership Development, Performance Management, Strategic Hiring, Compensation Structures, Recruiting, Operations Management, Series 24

Education
Molloy College   2006 — 2008
Masters of Business Administration, Management

Molloy College
Bachelor's degree, Business Administration and Management, General

Christopher Fittin Christopher Fittin Greater New York City Area Details
Christopher Fittin's US Trust Experience August 1997 - March 2014
Job Senior Managing Director / Portfolio Manager at PeapackGladstone Bank
Industry Investment Management
Experience
Peapack-Gladstone Bank  May 2014 - Present
US Trust   August 1997 - March 2014
Smith Barney  October 1993 - August 1997
National Westminster Bank  October 1986 - October 1993
A.G. Edwards & Sons, Inc.   January 1980 - October 1986

Skills
Wealth Management, Securities, Money Management, Managed Money, Stock Trading, Portfolio Management, Asset Allocation, Asset Management, Fixed Income, Equity Research, Alternative Investments, Private Equity, Investment Management, Banking, Equities, Financial Analysis, Financial Services, Hedge Funds, Investment Strategies, Investments

Education
Delbarton School

Monmouth University
BSBA , MBA, Finance and Financial Management Services

Tom Finney Tom Finney Baltimore, Maryland Area Details
Tom Finney's US Trust Experience April 2010 - Present
Job Senior Vice President & Market Director at US Trust
Industry Banking
Experience
US Trust   April 2010 - Present
Wilmington Trust  January 2002 - April 2010
SunTrust Bank  May 1995 - January 2002

Education
The Johns Hopkins University - Carey Business School   1992 — 1994
Masters, Finance

Ohio Wesleyan University   1981 — 1985
BA, Geography & Environmental Science

Rex Wardlaw Rex Wardlaw Seattle, Washington Details
Rex Wardlaw's US Trust Experience October 1999 - April 2006
Job Aerie View LLC
Industry Investment Management
Experience
Aerie View LLC   August 2014 - Present
First Republic Investment Management  April 2006 - January 2013
US Trust   October 1999 - April 2006
Wells Capital Management  March 1996 - October 1999
First Interstate Bank and Wells Fargo   July 1986 - October 1999

Skills
Asset Management, Equity Research, Portfolio Management, Asset Allocation, Alternative Investments, Investment Management, Wealth Management, Investments, Equities, Hedge Funds, Investment Strategies, Investment Advisory, Fixed Income, Wealth Management..., Mutual Funds, Series 7, Capital Markets, Bloomberg, Asset Managment, Wealth, Securities

Education
University of Oregon - Charles H. Lundquist College of Business   1984 — 1986
MBA, Finance & Marketing

Northwest Nazarene University   1973 — 1977
Bachelor of Arts (B.A.), Chemistry

Kevin Condon, CFA Kevin Condon, CFA Greater New York City Area Details
Kevin Condon, CFA's US Trust Experience July 1992 - December 1999
Job Investment Counselor at Citi Private
Industry Investment Management
Experience
Citi  December 2014 - Present
UBS  December 1999 - November 2014
US Trust   July 1992 - December 1999

Skills
Fixed Income, Portfolio Management, Alternative Investments, Hedge Funds, Wealth Management, Bloomberg, Derivatives, Investment Banking, Capital Markets, Investment Management

Education
Mount St. Mary's University   1988 — 1992
BS, Economics

JFK High School

Jeff Guimond Jeff Guimond Greater Boston Area Details
Jeff Guimond's US Trust Experience 1997 - 1999
Job Vice President at Sage Bank
Industry Banking
Experience
Sage Bank  May 2009 - Present
Benjamin Franklin Bank  August 2000 - May 2009
US Trust   1997 - 1999

Skills
Banking, Credit, Loans, Mortgage Lending, Commercial Lending, Small Business Lending, Loan Origination, Commercial Banking, Mortgage Banking, Underwriting, Risk Management, Financial Analysis, Customer Service, Budgets, Management, Refinance, Strategic Planning, FHA, Team Building, Credit Analysis

Education
Johnson & Wales University   1982 — 1986
BS, Hospitality

Robert Rosso AIF®, CMFC® Robert Rosso AIF®, CMFC® Greater New York City Area Details
Robert Rosso AIF®, CMFC®'s US Trust Experience 1995 - 1998
Job Vice PresidentRegional Director at Goldman Sachs Asset Management
Industry Financial Services
Experience
Goldman Sachs Asset Management  January 2011 - Present
Transamerica Capital Management  December 2009 - January 2011
Cohen & Steers  March 2008 - August 2009
Lincoln Financial Distributors  February 1998 - February 2008
US Trust   1995 - 1998

Skills
Alternative Investments, Asset Management, Investment Strategies, Investments, Separately Managed..., Asset Allocation, Wholesaling, Capital Markets, Series 7, Relationship Management, Mutual Funds, Series 24, Equities, Series 63, Financial Advisory, Securities, Wholesale, Building Relationships, Wealth Management, Asset Managment, Fixed Income, Hedge Funds, FINRA

Education
Manhattan College   1985 — 1989
BS, Finance

Manhattan College   1985 — 1989
BS, Finance

Tony Nista Tony Nista Mahwah, New Jersey Details
Tony Nista's US Trust Experience October 1990 - November 1998
Job Senior Business Analyst Manager at Express Scripts
Industry Health, Wellness and Fitness
Experience
Express Scripts  April 2012 - Present
Medco  December 2000 - April 2012
Deutsche Bank  November 1998 - December 2000
US Trust   October 1990 - November 1998

Skills
Quality Assurance, Six Sigma, CMMI, PBM, SDLC, Business Requirements, Pharmacy Benefit..., Business Analysis, Process Improvement, Testing, Visio, Management, Software Documentation, Requirements Analysis

Education
Mount Saint Mary College   1986 — 1990
BS, Business Admin and Management

Frank Impastato Frank Impastato Greater New York City Area Details
Frank Impastato's US Trust Experience 1986 - 1989
Job Managing Partner at CompIntelligence
Industry Information Technology and Services
Experience
CompIntelligence  2005 - Present
Answerthink Consulting  2004 - 2005
Cablevision  2001 - 2002
Coty Inc  1998 - 2001
Hyperion Solutions  1992 - 1998
US Trust   1986 - 1989

Education
Stuyvesant High School   1977 — 1980
Regents HS Diploma

New York University

Diane Wilson Diane Wilson Greater Los Angeles Area Details
Diane Wilson's US Trust Experience October 2006 - January 2011
Job Senior Vice President at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank  June 2011 - Present
US Trust   October 2006 - January 2011
Evergreen Investments  October 2003 - October 2006
Bank of America  June 2000 - October 2003
Cargill Investor Services  April 1997 - May 2000
Prudential Securities  January 1991 - April 1997

Skills
Alternative Investments, Wealth Management, Investments, Portfolio Management, Series 7, Wealth Management..., Asset Management, Risk Management, Managed Futures, Hedge Funds, Investment Advisory, Asset Allocation, Investment Management, Fixed Income, Mutual Funds, Financial Services, Banking

Education
Loyola University New Orleans   1981 — 1985
Bachelor of Arts, Communications

Elizabeth Barnette Elizabeth Barnette Princeton, New Jersey Details
Elizabeth Barnette's US Trust Experience April 2001 - Present
Job Senior Vice President, National Fiduciary Philanthropic Manager
Industry Financial Services
Experience
US Trust   April 2001 - Present
Stevens Institute of Technology  September 1999 - December 2000

Skills
Wealth Management..., Planned Giving, Philanthropy, Charitable Trusts, Charitable Gift..., Trust Services, Trust Management, Charitable Gift Planning, Trusts, High Net Worth..., Estate Planning, Endowments, Retirement Planning, Wealth, Asset Allocation, Public Speaking, Management, Nonprofits, Wealth Management

Education
New York University   1984 — 1988
Double Major, English Literature (BA) Theatre (BFA)

Mark Nardella Mark Nardella Syracuse, New York Area Details
Mark Nardella's US Trust Experience May 2006 - Present
Job Private Client Advisor at US Trust
Industry Financial Services
Experience
US Trust   May 2006 - Present
Merrill Lynch  April 1997 - May 2006

Education
Syracuse University - Martin J. Whitman School of Management   1988 — 1990
MBA, Marketing

Middlebury College   1982 — 1986
BA, Economics/Environmental Studies

Daniel Ela Daniel Ela Greater New York City Area Details
Daniel Ela's US Trust Experience October 2002 - March 2004
Job Underwriter at Meridian Capital
Industry Real Estate
Experience
Meridian Capital  March 2015 - Present
Arbor Realty Trust  September 2012 - Present
Cooper Square Realty, Inc.   March 2011 - October 2012
Capmark  January 2006 - April 2008
CharterMac  June 2004 - January 2006
US Trust   October 2002 - March 2004

Skills
Leases, Accounting, Real Estate, Property Management, Investment Properties, Yardi, Real Estate Economics, Real Estate Development, Residential Homes, Credit, Sellers, Investors, Home

Education
New York University   2007 — 2009
Master of Science (M.S.), Real Estate Finance and Investment

University of Florida, Warrington School of Business   1998 — 2002
Bachelor of Science (B.S.), Business Administration and Information Sciences

Kristin Magneson Kristin Magneson Greater Boston Area Details
Kristin Magneson's US Trust Experience 2000 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
Bank of America  April 2006 - August 2008
US Trust   2000 - 2008
US Trust   July 2005 - April 2006
State Street Bank  April 1996 - June 2005
BayBank  February 1995 - April 1996
Nixon Peabody  March 1989 - December 1994
Prince, Lobel, Glovsky & Tye LLP   January 1988 - March 1989
Cenatiempo & Ditta, LLP at Houston, TX   July 1986 - December 1987
Gambs, Mucker & Bauman at Lafayette, IN   March 1978 - May 1986
Tippecanoe County Prosecutor's Office, Lafayette, IN   October 1977 - March 1978

Education
University of Notre Dame Law School   1974 — 1977
J.D., Law

Kalamazoo College   1972 — 1974
B.A., British History

Syracuse University   1970 — 1972
History

Strachan Pauline Strachan Pauline Greater New York City Area Details
Strachan Pauline's US Trust Experience March 2003 - Present
Job PM Assistant at US Trust
Industry Financial Services
Experience
US Trust   March 2003 - Present
Citigroup  July 2001 - October 2002
American Express  January 1991 - July 2001

Skills
Alternative Investments, Asset Management, Business Analysis, Asset Allocation, Portfolio Management, Equities, Wealth Management, Project Management

Education
Long Island University, Brooklyn Campus

University of Phoenix

Allison Mair Allison Mair Greater New York City Area Details
Allison Mair's US Trust Experience December 2009 - Present
Job CSSO at US Trust
Industry Financial Services
Experience
US Trust   December 2009 - Present
DigitalGrit  2007 - 2008

Education
Monmouth University

Karen Hodson Karen Hodson Raleigh-Durham, North Carolina Area Details
Karen Hodson's US Trust Experience January 1995 - September 2000
Job Private Wealth Tax Director at Grant Thornton
Industry Financial Services
Experience
Grant Thornton LLP  January 2008 - Present
Stout Stuart McGowen & King LLP  January 2001 - December 2007
US Trust   January 1995 - September 2000

Skills
Tax, Trusts, Estate Planning, High Net Worth..., Income Tax, Financial Planners, Wealth, Gift Tax, Estate Law, Charities, Corporate Tax, Tax Research, Tax Accounting, CPA, Accounting, International Tax

Education
Long Island University, C.W. Post Campus   1987 — 1989
MS, Taxation

Saint Michael's College   1981 — 1983
BA, Accounting and Business Administration

Phil Olson Phil Olson San Antonio, Texas Area Details
Phil Olson's US Trust Experience January 2000 - December 2012
Job Consultant at Yardi
Industry Computer Software
Experience
Yardi  September 2014 - Present
Broadway Bank  January 2013 - December 2013
US Trust   January 2000 - December 2012
Bank of America  January 1997 - December 1999
Self  January 1997 - December 1997
Bank of America  November 1984 - December 1996

Skills
Yardi Property..., ArcGIS, GPS Applications, Oil/Gas, Farmland, Ranch, Livestock, Wildlife, Asset Management, Wealth Management, Investments, Portfolio Management, Alternative Investments, Estate Planning, Strategic Financial..., Asset Allocation, Strategic Planning, Investment Advisory, Banking, Contract Negotiation, Financial Planning

Education
Texas A&M University   1981 — 1984
Ph.D., Range Science and Management

Massey University   1979 — 1980
Livestock and Pasture Management

Kansas State University   1975 — 1979
Bachelor of Science (B.S.), Animal Science

Catherine Franks Catherine Franks Greater Philadelphia Area Details
Catherine Franks's US Trust Experience 2007 - 2011
Job Senior Vice President, Senior Private Banker at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank  July 2013 - Present
Merrill Lynch  2011 - July 2013
US Trust   2007 - 2011
Bank of America  August 2004 - June 2006

Skills
Wealth Management..., Wealth Management, Trust Services, Investment Advisory, Asset Allocation, Investment Strategies, High Net Worth..., Alternative Investments, Retirement Planning, Trust Management, Wealth, Investment Management, Portfolio Management, Private Banking, Investments, Series 7

Education
Michigan State University   1979 — 1983
Bachelor of Arts (BA), Economics

University of Pennsylvania - The Wharton School

Nick De Pinto Nick De Pinto Greater New York City Area Details
Nick De Pinto's US Trust Experience September 2002 - April 2006
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  August 2013 - Present
AXA Advisors  August 2006 - July 2013
US Trust   September 2002 - April 2006

Skills
Investments, Retirement Planning, Life Insurance, Estate Planning, Strategic Financial..., Wealth Management, Mutual Funds, Portfolio Management, Securities, Asset Managment, Fixed Annuities, Asset Allocation, Bonds, ETFs, Relationship Management

Education
Kean University
BS, Finance and Economics

Sean Low, CFA Sean Low, CFA Odessa/Midland, Texas Area Details
Sean Low, CFA's US Trust Experience April 2008 - Present
Job Senior Vice President
Industry Financial Services
Experience
US Trust   April 2008 - Present
JP Morgan  November 2005 - April 2008
The Carlyle Group  May 2002 - June 2005
Banc of America Securities  December 1999 - May 2002

Skills
Private Equity, Valuation, Due Diligence, Securities, Fixed Income, Financial Modeling, Alternative Investments, Hedge Funds, Financial Services, Mergers, Equities, Portfolio Management, Mutual Funds, Investments, Capital Markets, Banking, Mergers & Acquisitions, Corporate Finance, Asset Management, Strategy, Equity Research, Investment Banking, Investment Management, Asset Allocation, Bloomberg, Wealth Management

Education
Texas Tech University   1998 — 1999
MBA, Finance

Lubbock Christian University   1996 — 1998
Finance

Celso Galvao, CPA, JD Celso Galvao, CPA, JD Providence, Rhode Island Area Details
Celso Galvao, CPA, JD's US Trust Experience July 2005 - Present
Job SVP Fiduciary Tax Services at US Trust
Industry Financial Services
Experience
US Trust   July 2005 - Present
KPMG US  September 1995 - July 2005

Skills
High Net Worth..., Alternative Investments, Wealth Management, Asset Managment, Strategic Financial..., Investment Management, Hedge Funds, Wealth Management..., Mutual Funds, Series 7, Portfolio Management, Investments, Tax Preparation, Income Tax, Banking, Tax

Education
Roger Williams University School of Law   1999 — 2004
Juris Doctor, Taxation

Johnson and Wales University   1992 — 1998
Bachelors, Accounting

Joe Stone Joe Stone Naples, Florida Details
Joe Stone's US Trust Experience May 2006 - Present
Job SVP Portfolio Manager at US Trust
Industry Financial Services
Experience
US Trust   May 2006 - Present

Skills
Portfolio Management, Investment Management, High Net Worth..., Alternative Investments, Investments, Bloomberg, Capital Markets, Finance, Wealth Management, Wealth Management..., Equities, Investment Strategies, Asset Management, Asset Allocation, Management

Education
Wake Forest University   2001 — 2003
Master of Business Administration (M.B.A.)

Marshall University   1987 — 1991
Bachelor of Business Administration (BBA), Business Administration and Management, General

Fred De Rubeis Fred De Rubeis Boca Raton, Florida Details
Fred De Rubeis's US Trust Experience 1985 - 1986
Job Wine,Food & Music Consultant
Industry Food & Beverages
Experience
BNY Mellon  June 2008 - December 2010
Morgan Stanley Dean Witter  March 2006 - April 2008
FDR Consulting   November 2001 - 2007
Financial Technologies International,  2003 - 2004
Tap Ventures   2002 - 2002
APS-Botal Staffing,   1999 - 2001
Constantine Control Associates   1989 - 1999
Bankers Trust  1986 - 1989
Citibank  1986 - 1986
US Trust   1985 - 1986

Skills
Global Custody, Conversions, Transfer Agency, Cash, Asset, Reconciliation, Middle Office, Mutual Funds, Settlement, Corporate Actions, Securities, Business Analysis, Back Office, Fixed Income, Equities, Settlements, Cash Management, Client Service, Re-engineering, Risk, Client Services, Bank Operations, Wealth Management, Process Engineering, Currency, Investment Operations, Banking, Financial Services, Financial Risk, Outsourcing, Investments, Finance, Trading, Portfolio Management, Derivatives, Bloomberg, Capital Markets, Asset Management, Prime Brokerage, Alternative Investments, Financial Markets, Trading Systems, Bonds

Education
St. John's University, The Peter J. Tobin College of Business   1978 — 1980
Master of Business Administration (M.B.A.), Executive Management, 3.75

Long Island University, Brooklyn Campus   1965 — 1970
Bachelor’s Degree, Fianance

John Mortenson John Mortenson Providence, Rhode Island Area Details
John Mortenson's US Trust Experience August 1997 - February 2013
Job Director of Investments at The Washington Trust Company
Industry Financial Services
Experience
The Washington Trust Company  April 2013 - Present
US Trust   August 1997 - February 2013
The Boston Company  July 1986 - July 1997

Education
Merrimack College   1978 — 1984
BS, Finance

Tom Finney Tom Finney Baltimore, Maryland Area Details
Tom Finney's US Trust Experience Managing DirectorWilmington TrustFebruary 2002 - March 2010
Job Market Executive & Senior Vice President at US Trust
Industry Financial Services
Experience
US Trust   Managing DirectorWilmington TrustFebruary 2002 - March 2010

Education
The Johns Hopkins University - Carey Business School   1991 — 1994
Masters, Finance

Ohio Wesleyan University   1981 — 1985
BA, Geography & Environmental Science

Frances Barrett, JD, CTFA Frances Barrett, JD, CTFA Greater Boston Area Details
Frances Barrett, JD, CTFA's US Trust Experience October 1997 - Present
Job Senior Trust Officer, SVP at US Trust
Industry Financial Services
Experience
US Trust   October 1997 - Present

Skills
Wealth Management, Investments, Asset Allocation, Portfolio Management, Mutual Funds, Asset Management, Equities, Alternative Investments, Strategic Financial..., Wealth Management..., Retirement Planning, Banking, Estate Planning, Fixed Income, Financial Services, Private Banking, Investment Management, Credit, Investment Advisory

Education
Syarcuse University, College of Law   1992 — 1995
Juris Doctor

Mount Holyoke College   1988 — 1992
Bachelor of Arts

David Bealmear, CFA David Bealmear, CFA Charlottesville, Virginia Details
David Bealmear, CFA's US Trust Experience July 1998 - Present
Job Portfolio Manager at US Trust
Industry Financial Services
Experience
US Trust   July 1998 - Present
Equitable Bank and Trust   1983 - 1990

Skills
High Net Worth..., ETFs, Wealth Management, Portfolio Management, Equities, Asset Management, Mutual Funds, Financial Analysis, Banking, Asset Allocation, Alternative Investments, Investment Advisory

Education
Loyola University Maryland   1980 — 1982
BA, Finance

Washington College   1979 — 1980
Economics

Gilman   1966 — 1978

Melissa Wen Melissa Wen Greater New York City Area Details
Melissa Wen's US Trust Experience July 2011 - August 2012
Job Estate Settlement Officer at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   July 2011 - August 2012
US Trust   October 2009 - July 2011
Coverdell & Company, Inc.   2008 - 2009
Sommers Schwartz PC  2006 - 2006

Education
Loyola University Chicago School of Law   2006 — 2009
J.D., Law, cum laude, Tax Certificate, Health Law Certificate

University of Michigan
B.A.

Jodie Summers Jodie Summers Greensboro/Winston-Salem, North Carolina Area Details
Jodie Summers's US Trust Experience May 2000 - December 2008
Job Unemployed at Home
Industry Computer Software
Experience
Home  January 2012 - Present
TechVets   August 2009 - January 2012
US Trust   May 2000 - December 2008
Cotton States Insurance  June 1994 - April 2000
Dow Lohnes PLLC  September 1992 - May 1994
Powell Goldstein LLP  January 1987 - August 1992
EDS Group  December 1985 - October 1986

Skills
Troubleshooting, Computer Hardware, Windows, Software Installation, Operating Systems, Customer Service, Databases, Hardware, Technical Support

Education
Liberty University   1981 — 1985
Bachelor of Science (BS), Business Administration and Management, General

Bridget Weatherstine Bridget Weatherstine Baltimore, Maryland Area Details
Bridget Weatherstine's US Trust Experience June 1999 - Present
Job Client Sales & Service Officer at US Trust
Industry Financial Services
Experience
US Trust   June 1999 - Present

Skills
Wealth Management, Private Banking, Relationship Management

Education
Notre Dame of Maryland University
Bachelor's degree, Business/Managerial Economics

Peter Samon Peter Samon Greater New York City Area Details
Peter Samon's US Trust Experience June 1978 - February 2011
Job Senior Tax Accountant at EY
Industry Accounting
Experience
EY  December 2013 - Present
Thomson Reuters  December 2012 - December 2013
Rothstein Kass  February 2011 - November 2011
US Trust   June 1978 - February 2011

Skills
Auditing, SEC filings, GAAP, US GAAP, Internal Controls, Accounting, CPA, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act, Corporate Tax

Education
LIU Brooklyn   1971 — 1975
MBA, Accounting

Pace University   1965 — 1970
BA, History

Robert Messina Robert Messina Greater Boston Area Details
Robert Messina's US Trust Experience February 1998 - December 1999
Job Developer at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
Santander Bank working for Market Street Talent   October 2013 - November 2013
John Hancock Life Insurance Company (U.S.A.)   December 1999 - March 2012
US Trust   February 1998 - December 1999
First Data Investment Services Group   June 1993 - January 1998
Blue Cross Blue Shield of Massachusetts  June 1985 - May 1993

Skills
Information Technology, IT systems development, Systems Analysis, Programming, Testing, Documentation Practices, Technical Requirements, Unix, Microfocus COBOL, SQL, Toad, Rapid SQL, ClearCase, Business Objects, Informatica, IBM Mainframe, COBOL, DB2, IMS, VSAM, OS/MVS-XA, OS/JCL, TSO/ISPF, Fileaid, IBM PC, Windows NT, DOS Batch Scripts, PGP, Microsoft Applications, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Visio, Apple Products, Business Process, Data Analysis, Databases, Easytrieve, JCL, Software Documentation, CICS, PowerPoint

Education
Northeastern University   1982 — 1984
Computer and Information Sciences, General

Tamika Scott Tamika Scott Boston, Massachusetts Details
Tamika Scott's US Trust Experience 2008 - Present
Job Portfolio Manager Associate at U.S. Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
US Trust   2008 - Present
United States Trust Company  2005 - 2008
FleetBoston Financial, Bank of America  2002 - 2005
FleetBoston Financial  2000 - 2002
FleetBoston Financial  1999 - 2000

Skills
Troubleshooting, Multi Tasking, Managing Deadlines, Investment Compliance, Client Liaison, Customer Satisfaction, Teamwork, Autonomous Maintenance

Education
University of Massachusetts Dartmouth

Cannon Financial Institute

New England College of Business and Finance

Barbara Doll Barbara Doll Fort Lauderdale, Florida Details
Barbara Doll's US Trust Experience February 1997 - Present
Job Senior Vice President and Senior Trust Officer at US Trust
Industry Financial Services
Experience
US Trust   February 1997 - Present
First Union National Bank  1994 - 1996
SunTrust Bank  1992 - 1994

Education
Nova Southeastern University
Master of Business Administration (M.B.A.)

Nova Southeastern University
Bachelor's Degree

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