US Trust
U.S. Trust, Bank of America Private Wealth Management was founded in 1853 as the United States Trust Company of New York. It operated independently until 2000, when it was acquired by Charles Schwab, and Co., and subsequently was sold to, and became a subsidiary of, Bank of America in 2007. Acquisition date: 20 November 2006 Parent organizations: Bank of America, Bank of America, National Association Subsidiaries: U.S. Trust Co. of New York,
US Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at US Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
US Trust Salaries. You can even request information on how much does US Trust pay if you want to. Learn about salaries, pros and cons of working for US Trust directly from the past employees.
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1,967 US Trust employees in database. Find out everything there's to know about US Trust employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
US Trust Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
US Trust December 2008 - Present
Education
Northeastern University 1994 — 1999
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
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
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
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
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
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
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
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
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
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
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
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
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
US Trust March 2007 - December 2007
Education
Northwood University 2006 — 2007
B.A., Business Administration
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
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
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
US Trust Senior Vice PresidentBank of America2005 - Present
Education
Northern Illinois University 1967 — 1975
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
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
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
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
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
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
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
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
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
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
Evercore Wealth Management May 2009 - Present
US Trust July 1993 - April 2009
Education
Le Moyne College 1989 — 1993
ursuline 1985 — 1989
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
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
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
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
US Trust February 2002 - Present
Education
Louisiana State University, Paul M. Hebert Law Center 1991 — 1994
JD
Vanderbilt University 1987 — 1991
B.A., English
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
US Trust June 1999 - Present
Skills
Wealth Management, Private Banking, Relationship Management
Education
Notre Dame of Maryland University
Bachelor's degree, Business/Managerial Economics
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
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
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
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