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
Wells Fargo Advisors April 2011 - Present
US Trust August 2002 - March 2011
Merrill Lynch January 1999 - August 2002
Skills
Team Leadership, Sales Management, Organizational..., Investment Management, Financial Planning, Alternative Investments, Trust Services, Public Speaking, Wealth Management, Strategic Financial..., Estate Planning, Financial Advisory
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management
MBA
San Diego State University-California State University
BA, Economics
US Trust June 2000 - Present
Skills
Wealth Management, Asset Allocation, Banking
Education
San Jose State University
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
University of Phoenix
Master's degree
Citigroup December 2010 - Present
City of New York February 2009 - December 2010
JPMorgan Chase January 2004 - November 2008
US Trust February 2002 - January 2004
Citi Group 2000 - 2002
EBS Dealing Resources 1998 - 2000
UBS 1996 - 1998
Skills
Business Analysis, Process Engineering, Project Coordination, SDLC, Business Requirements, Requirements Gathering, User Acceptance Testing, Requirements Analysis, Visio, Vendor Management, Data Modeling, Systems Analysis, Software Project..., Data Warehousing, Process Improvement, SQL, Integration, Business Process..., Quality Assurance, Business Intelligence, Software Development, Agile Methodologies, Business Process Design, Access, IT Strategy, Business Process, Project Planning, SharePoint, Agile Project Management, Software Quality..., MS Project, Software Documentation, Strategy, Testing, Quality Center, Business Objects, Business Process..., Data Migration, Analysis, Test Cases, Requirements Management, Data Analysis, Enterprise Architecture, PMP, Project Portfolio..., PMO
Education
Rutgers University-New Brunswick 1988 — 1992
BA, Computer Science, Philosophy
Science High School 1984 — 1988
High School
U.S. Trust July 2014 - Present
US Trust June 2012 - July 2014
Wells Fargo Private Bank February 2011 - June 2012
Sterne, Agee & Leach, Inc May 2010 - December 2010
Skills
Credit, Trusts, Private Banking, Asset Allocation, New Business Development, Investments, Securities, Wealth Management, Capital Markets, Fixed Income, Sales Support, Wealth Transfer Planning, Estate Planning, Sales Operations, Wealth, Mutual Funds, Portfolio Management, Wealth Management...
Education
Rollins College 2006 — 2010
Bachelor of the Arts, Philosophy & Economics
U.S. Trust 2009 - Present
US Trust 2002 - 2012
U.S. Trust 2005 - 2009
Private Bank of Bank of America 2002 - 2005
Bank of America 1997 - 2001
Education
University of Pennsylvania - The Wharton School 2011 — 2011
Executive program in Investment Management and Finance
San Diego State University-California State University
B.S., Financial Services
US Trust August 2010 - Present
Lumana January 2010 - May 2010
Global Visionaries May 2009 - January 2010
Skills
Wealth Management..., Asset Allocation, Wealth Management, Investment Management, Investment Strategies, Trust Management, Mutual Funds, Portfolio Management, Morningstar, Investment Advisory, Asset Managment, Fixed Income, Equities, Investments, Investment Policy, Bloomberg, ETFs, Equity Research, Electronic Trading, Project Coordination, Technical Writing, Microsoft Excel
Education
Seattle University 2008 — 2010
Masters of Science in Finance (M.B.A.), Accounting and Finance
University of Puget Sound 2001 — 2005
Bachelor of Arts (B.A.), International Business
Condé Nast International April 2014 - Present
Self-employed 2010 - January 2015
Eye Level Learning October 2012 - February 2014
The Italian Hospital Society May 2010 - June 2012
US Trust February 2012 - April 2012
GLOBE Graduate Affiliate Program September 2010 - May 2011
The Modern School of Soccer September 2008 - July 2010
St. John's University Executive-In-Residence Program September 2009 - May 2010
The Italian Hospital Society May 2005 - May 2010
IRS Volunteer Income Tax Assistance Program February 2010 - April 2010
Skills
iMovie, Microsoft Excel, Microsoft Word, CCH ProSystem fx, QuickBooks, Grant Writing, Strategic Consulting, PowerPoint, Fundraising, Facebook, Spanish, Marketing, Analysis, Public Relations, Research, Leadership, Budgets, Public Speaking, Social Networking, Social Media Marketing, Teaching, Market Research, Access, Social Media, Management, Nonprofits, Event Planning, Data Analysis, Tax Preparation, Strategy, Accounting, Time Management, Editing, Entrepreneurship, Finance, Business Strategy, Competitive Analysis
Education
Saint John's University - Peter J. Tobin College of Business 2010 — 2011
Masters, Taxation
St. John's University, The Peter J. Tobin College of Business 2006 — 2010
Bachelors, Accounting
MFP Investors, LLC November 2004 - Present
US Trust May 2003 - November 2004
Marcstone Capital LLC January 2000 - November 2002
Franklin Mutual Series 1996 - 2000
Skills
Equities, Equity Trading, Trading, ETFs, Options, Bloomberg, Derivatives, Fixed Income, Securities, Commodities, Electronic Trading, Currency, Financial Markets, Economics, Bonds, Excel
Education
Rutgers University-New Brunswick 1988 — 1993
DJ LINEHAN & CO. February 2012 - Present
TGRA Capital February 2008 - February 2012
US Trust January 1998 - September 2007
Kemper Financial Services 1985 - 1994
Skills
Alternative Investments, Hedge Funds, Equity Research, Investment Management, Wealth Management, Investments, Derivatives, Options, Financial Modeling, Trading Systems, Asset Allocation, Risk Management
Education
JL Kellogg Grad School Northwesttern Univ 1978 — 1980
Master of Business Administration (MBA), Finance
Siena College 1973 — 1977
BS, Biology, General
US Trust December 1998 - Present
Skills
Wealth Management..., Investment Management, Estate Planning, Securities, Investments, Private Banking, Financial Analysis, Portfolio Management
Education
Pfeiffer University 1999 — 2001
Master of Business Administration (M.B.A.), Finance
University of North Carolina at Wilmington 1990 — 1995
Bachelor of Arts (B.A.), Management
Bank of America October 2014 - Present
US Trust October 2013 - Present
Strategic Risk Associates July 2012 - October 2013
The Palmetto Bank June 2010 - December 2011
The Palmetto Bank June 2004 - June 2010
PALMETTO BANK June 1993 - June 2004
The Palmetto Bank January 1993 - January 2004
CAROLINA FIRST January 1992 - January 1993
INTERSTATE JOHNSON January 1991 - January 1992
RNHB NATIONAL BANK January 1989 - January 1991
Skills
Loans, Credit Analysis, Branch Administration, Commercial Lending, Branch Operation, Trust Services, Enterprise Risk..., Financial Regulation, Loan Portfolio Analysis, Public Speaking, Management, Banking, Credit, Strategic Planning, Financial Services, Risk Management, Investments, Commercial Banking, Leadership, Business Development, Due Diligence, Sales, Consumer Lending, Credit Risk, Portfolio Management, Mortgage Lending, Underwriting, Financial Analysis, Retail Banking, Loan Origination, Mergers & Acquisitions, Executive Management, Asset Based Lending, Cash Management, Commercial Mortgages, Treasury Management, Financial Risk, Small Business, Private Banking, Financial Modeling
Education
Presbyterian College 1969 — 1973
Bachelor of Arts, History/Political Science
Winthrop University
MBA
Stonier graduate School of Banking 1980 — 1983
ABA, Bank Management
ABA Commercial Lending School 1988 — 1989
Commercial Lending
University of Virginia
Darden Graduate School of Business Administration, 2005
US Trust April 2008 - Present
Providence Society of Financial Analysts July 2012 - June 2013
U.S. Trust March 2005 - April 2008
Education
Plymouth State University 1996 — 2000
Bachelor of Science (BS), Financial Management
MFP Strategies April 2015 - Present
US Trust August 2011 - November 2014
Wells Fargo The Private Bank September 2002 - August 2011
Education
Penn State University 1964 — 1968
Bachelor of Science (BS), Finance
CFP
E*TRADE Financial Corporation December 2014 - Present
Coach October 2004 - November 2014
US Trust September 1996 - October 2004
Salomon Brothers July 1990 - September 1996
Skills
Deferred Compensation, Executive Pay, FMLA, HRIS, Benefits Administration, Employee Benefits, 401k, COBRA, Succession Planning, Employee Relations, Benefits Design, Compensation & Benefit, Talent Management, Management, Human Resources, Performance Management, New Hire Orientations, Onboarding, ADP Payroll, Incentive Programs, PeopleSoft
Education
Plymouth State University 1976 — 1980
Bachelor of Science, Business Administration
Glovista Investments LLC March 2013 - Present
Citi May 2010 - March 2013
US Trust February 2007 - May 2010
Sand Hill Global Advisors 2004 - 2007
Leylegian Investments 2000 - 2004
Skills
Portfolio Management, Asset Allocation, Investments, Capital Markets, Risk Management, Wealth, Wealth Management, Alternative Investments, Asset Managment, Series 7, Investment Management, Equities, Asset Management, Fixed Income, Hedge Funds, Mutual Funds, Investment Strategies, Financial Advisory, Securities, Investment Advisory, ETFs
Education
University of California, Irvine - The Paul Merage School of Business 2010 — 2012
MBA
San Diego State University-California State University
BA, Economics
Merriman March 2006 - Present
US Trust January 2004 - March 2006
Pacific Capital Resource Group 2002 - 2004
American Express Financial Advisors January 1998 - January 2002
Skills
Wealth Management, Asset Allocation, Mutual Funds, Investment Advisory, Investment Management, Certified Financial..., Personal Financial..., College Savings Plans, College Funding..., Retirement Planning, Modern Portfolio Theory
Education
Seattle Pacific University - School of Business and Economics 1997 — 2001
Bachelor of Arts (B.A.), Business Administration
CapVisor Associates, LLC September 2008 - Present
Principal Global Investors October 2006 - September 2008
Brown Brothers Harriman August 1999 - October 2006
CGI 1998 - 1999
Bankers Trust Company March 1996 - July 1998
US Trust 1987 - 1994
Skills
Equities, Business Development, Alternative Investments, Corporate Finance, Equity Research, Investment Management, Strategic Planning, Insurance, Securities, Asset Allocation, Bonds, Strategy, Fixed Income, Series 7, Due Diligence, Investments, Hedge Funds, Emerging Markets, Marketing, Investment Advisory, Financial Services, Leadership, Mutual Funds, Enterprise Risk..., Institutional..., Business Strategy, Investment Banking, Executive Management, Management, Bloomberg, Asset Management, Strategic Financial..., Capital Markets, Portfolio Management, Asset Managment, Risk Management, Sales, Investment Strategies, Wealth Management, Fund Of Funds, Private Equity, Financial Risk, Financial Markets, Financial Modeling, ETFs, Trading, Mergers & Acquisitions, Derivatives, Financial Analysis, Valuation
Education
Rutgers University-New Brunswick 1976 — 1980
BA, Economics, Business Administration
Bloomberg LP October 2014 - Present
Bloomberg March 2010 - Present
Barclays Capital September 2008 - October 2008
Lehman Brothers August 2002 - September 2008
Lehman Brothers December 1996 - August 2002
Lehman Brothers May 1991 - December 1996
US Trust July 1985 - November 1989
Skills
Fixed Income, CRM, Executive Management, Equities, Capital Markets, Marketing, Market Research, Alternative Investments, Strategy, Business Strategy, Management
Education
Seton Hall University 1987 — 1991
M.B.A., Finance
Douglass College 1980 — 1984
B.A., Economics
Rutgers University-New Brunswick 1980 — 1984
B.A., Economics, Finance Concentration
US Trust April 2003 - Present
People's United Bank (formerly Maine Bank & Trust) February 1995 - April 2013
Maine Estate Planning Counci 2010 - 2013
JPMorgan Chase & Co. 1990 - 1993
Skills
Banking, Strategic Financial..., Retirement Planning, Wealth Management, Asset Allocation, Series 7, Estate Planning, Recipient of Bank of..., Investments, Portfolio Management, Management, Financial Planning, Asset Management, Personal Trust..., Trusts
Education
Seton Hall University
Master of Business Administration (M.B.A.), Accounting and Finance
University of Pennsylvania - The Wharton School
Executive Development Program
Villanova University
Bachelor of Science (B.S.), Business Administration and Management, General
US Trust June 2012 - July 2014
Merrill Lynch December 2008 - June 2012
Lehman Brothers April 2006 - August 2008
Skills
Philanthropy, Fundraising, Nonprofits, Estate Planning, Strategic Planning, Public Speaking, Strategy, Research, Leadership, Program Management, Event Planning, Social Media, Community Outreach, Event Management, Securities, Policy Analysis, Strategic Communications, Alternative Investments, Grants, Financial Services
Education
The New School 2013 — 2015
Master of Arts (MA), International Affairs - Concentration on Cities and Social Justice
Penn State University 1998 — 2002
2002 Bachelor of Arts, International Politics
Doximity February 2015 - Present
Citi Private Bank May 2011 - November 2014
BNY Mellon May 2010 - May 2011
US Trust June 2007 - May 2010
Skills
Portfolio Management, Wealth Management, Investments, Banking, Financial Services, Securities, Investment Management, Asset Allocation, Credit, Series 7, Relationship Management, Private Banking, Series 63, Fixed Income, Investment Strategies, client services, Client Relations
Education
Smith College 2003 — 2007
B.A., Government, Economics
Aladdin Capital Management May 2007 - March 2009
The Winter Group January 2002 - May 2007
Palm Beach Investment Advisors February 1997 - May 1998
US Trust January 1992 - February 1997
Lomas Securities Corp March 1983 - February 1989
Salomon Brothers January 1978 - March 1983
Skills
MBS, Hedge Funds, Capital Markets, Fixed Income, ABS, Securitization, Banking, Structured Finance, Securities, Equities, Derivatives, Loans, Portfolio Management, Valuation, Asset Management, Structured Products, Alternative Investments, Trading, Mortgage Lending, Credit, Credit Analysis, Private Equity, Financial Structuring, Financial Markets, Series 7, Investments, Bonds, Financial Modeling, Bloomberg, Investment Banking
Education
SMU 1962 — 1966
BS, economics
Southern Methodist University
US Trust April 2011 - Present
Bank of America Merrill Lynch July 2009 - April 2011
Bank of America August 2006 - July 2009
Bank of America February 1999 - August 2006
Fleet Financial Group May 1996 - 2000
JWU 1990 - 1994
JWU 1990 - 1994
JWU 1990 - 1994
Skills
Wealth Management, Portfolio Management, Investments, Asset Management, Asset Allocation, Equities, Alternative Investments, Mutual Funds, Series 7, Fixed Income, Strategic Financial..., Banking, Retirement Planning, Estate Planning
Education
Roger Williams University School of Law 1993 — 1997
Juris Doctorate, Law
The Ohio State University 1988 — 1990
Masters, Organizational Communication
Stonehill College 1984 — 1988
Bachelor of Arts, Comunication and Psychology, Cum Laude graduate
Bishop Connolly
Hispanic/Latino Professional Organization January 2014 - Present
US Trust June 2007 - Present
Leaders in Client Services, Product & Marketing Management 2014 - Present
Skills
Wealth Management, Investments, Investment Management, Credit, Microsoft Excel, Strategic Financial..., Trust Services, Asset Management, High Net Worth..., Portfolio Management, PowerPoint, Management, Analysis, Customer Service, Accounting, Economics, Estate Planning, Asset Managment, Banking, Private Banking, Investment Advisory, Relationship Management, Trust Management, Microsoft Office, Microsoft Word, Financial Reporting, Cross-functional Team..., Team Leadership, Marketing Strategy, Pricing Strategy, Brand Awareness, Branding Ideas, Impact Fees, Asset Allocation, Financial Planning
Education
Saint Mary's College of California 2003 — 2006
BA, Economics
EBC International 2012 — 2012
Teach English as a Foreign Language Certificate
John Cabot - Rome, Italy 2005 — 2005
Semester Abroad
Various
US Trust September 2003 - Present
SunTrust Bank January 1999 - September 2003
SunTrust Bank June 1994 - December 1998
SunTrust Bank January 1991 - June 1994
SunTrust Bank June 1987 - December 1990
SunTrust Bank January 1986 - June 1987
The Acacia Group LLC June 1984 - January 1986
Skills
Wealth Management, Wealth Management..., Financial Services, Credit, Asset Allocation, Banking, Commercial Lending, Credit Analysis, Equities, Finance, Financial Analysis, Financial Planning, Financial Structuring, Fixed Income, Investments, Loans, Management, Mortgage Lending, Mutual Funds, Portfolio Management, Securities, Series 63, Strategic Financial..., Small Business Lending, Underwriting, Wealth
Education
Rollins College 1983 — 1986
Bachelor of Arts (B.A.)
University of Florida 1980 — 1982
Winter Park High School 1977 — 1980
U.S. Trust February 2015 - Present
US Trust January 2013 - Present
Bank of America Merrill Lynch August 2010 - January 2013
Skills
Financial Services, Financial Analysis, Strategic Financial..., Customer Service, Sales, Wealth Management, Finance, Management, Mutual Funds, Banking, Portfolio Management, Credit, Investments, Microsoft Office
Education
Penn State University 2006 — 2010
Bachelor of Science (B.S.), Finance, General
CapVisor Associates, LLC October 2008 - Present
International Center for Captive Education (ICCIE) March 2010 - Present
Principal Global Investors October 2006 - September 2008
Brown Brothers Harriman & Co. August 1999 - October 2006
Bankers Trust Company September 1996 - September 1998
J.P. Morgan/Chase January 1995 - September 1996
US Trust September 1988 - December 1995
Bankers Trust Company February 1985 - September 1988
Skills
Asset Management, Asset Allocation, Investments, Fixed Income, Alternative Investments, Bonds, Equities, Captives, Property & Casualty..., Risk Management, Insurance, Capital Markets, Strategic Financial..., Financial Advisory, Mutual Funds, Portfolio Management, Financial Modeling, ETFs, Asset Managment, Financial Markets, Investment Advisory, Financial Risk, Financial Services, Financial Analysis, Private Equity, Securities, Hedge Funds, Institutional..., Investment Strategies, Investment Management, Emerging Markets, Wealth Management, Series 63, Retirement Planning, Series 7, Investment Banking, Enterprise Risk..., Pensions, Bloomberg, ALM, Hedging, Wealth Management..., Derivatives, Due Diligence
Education
Rutgers, The State University of New Jersey-New Brunswick 1976 — 1980
BA, Economics & Business Administration
US Trust, Bank of America July 2011 - Present
US Trust August 2005 - June 2011
The Ayco Company, L.P., A Goldman Sachs Company September 2003 - August 2005
Skills
Wealth Management, Series 7, Estate Planning, Alternative Investments, High Net Worth..., Investment Strategies, Strategic Financial..., Retirement Planning, Private Banking
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Finance & Global Business
Rutgers University-New Brunswick 1997 — 2001
BA, Labor Studies & Economics
Bridgewater-Raritan
Private Associates 2007 - Present
US Trust 2005 - 2007
Private Investor 2000 - 2005
C&H Sugar 1986 - 1996
Genstar Corporation 1981 - 1985
Skills
Management, Non-profit..., Personal Finance, Event Planning, Consultant Liaison, Finance, Budgets, Small Business, Estate Planning, QuickBooks, Wealth Management, Financial Reporting, Administrative Work, Software Documentation, Insurance, Full-Charge Bookkeeping, Employee Management, Office Administration, Special Events..., Analysis, Residence Management, Private Jet Management, Remote Access, Investments, Employee Benefits, Administration, Public Speaking, Entrepreneurship
Education
Prescott College 1969 — 1972
B.A., Literature
Jose Ma Campos
ToastMasters
Made it throught the toughest speeches!!
Altibase April 2015 - Present
Stafford & Associates February 2015 - Present
Red Hat June 2013 - Present
Final Phase Technologies, Inc. January 2007 - Present
UBS April 2011 - December 2014
Align , Inc. April 2010 - April 2011
Dun & Bradstreet October 2006 - October 2009
US Trust 2005 - 2006
Binec Consulting, Inc. (Independant Consultant) April 2002 - June 2005
Merrill Lynch 1983 - 2000
Skills
IT Strategy, SOA, Enterprise Architecture, SDLC, Architecture, Architectures, Leadership, Solution Architecture, Vendor Management, Business Analysis, Enterprise Software, Cloud Computing, SaaS, Integration, Software Project..., Agile Methodologies, Business Intelligence, Software Development, Data Warehousing, Program Management, ITIL, Master Data Management, Hazelcast, Process Improvement, Strategy, CRM, Management
Education
Radford University 1978 — 1981
BS, Business
UNU-Intech
Master of Science (MS), Computer Science
Walt Disney World April 2012 - Present
GE Licensing April 2011 - April 2012
University of Tampa August 2010 - December 2010
DiCocco & Associates April 2000 - August 2010
Leavengood & Nash 2010 - 2010
Clear Channel Radio June 2004 - December 2006
US Trust June 2003 - April 2004
Skills
NYS English Teaching..., Project Portfolio..., Organizational..., Marketing Communications, Corporate Communications, Event Planning, Leadership, Event Management, Analysis, Customer Service
Education
The Sage Colleges-Sage Graduate School 2006 — 2008
Masters of Arts, English
Siena College 1999 — 2003
Bachelors of Arts, English & Writing
US Trust 2002 - Present
Skills
Private Wealth..., Private Banking, Trust Services, Personal Finance, Mortgage Lending, Aircraft Finance, Asset Managment, Wealth Management...
Education
Seton Hall University
UCLA September 2013 - Present
ISSI December 2011 - February 2013
Crothall Healthcare @Cedars April 2004 - June 2011
Adecco NA January 2000 - January 2004
US Trust February 2001 - January 2002
24Hour Fitness June 1991 - January 2000
24Hour Fitness January 1991 - January 2000
Skills
Healthcare, Recruiting, Training, Payroll, Customer Service, Management, Budgets, Interviews, Process Scheduler, Process Improvement, Customer Satisfaction, Microsoft Word, Microsoft Excel, Teamwork, Policy, Leadership Development, Team Building, Operations Management, Microsoft Office, Strategic Planning, Time Management, Data Entry, Facilities Management, Coaching, Employee Relations, Performance Management, Team Leadership, Hospitals, Healthcare Management, Public Speaking, Human Resources, PowerPoint, Banking, Supervisory Skills, Project Management
Education
Santa Monica College
AA, Emergency Medical Technician
Santander Bank, N.A. December 2014 - Present
US Trust 2012 - December 2014
Attorney 2011 - August 2012
Pulgini & Norton, LLP 2012 - 2012
Cunningham, Machanic, Cetlin, Johnson & Harney, LLP 2012 - 2012
Marc Z legal 2011 - 2012
Boston Community Capital SUN Initiative November 2011 - December 2011
Dunning, Kirrane, McNichols and Garner June 2011 - July 2011
Boston Community Capital 2011 - 2011
Law Offices of Scott Kriss 2010 - 2010
Skills
Closings, Estate Planning, Legal Assistance, Legal Research, Legal Writing, Negotiation, Notary Public, REO, Real Estate, Westlaw, Litigation, Bankruptcy, Wills, Courts
Education
Southern New England School of Law 2003 — 2006
JD, Legal
Roger Williams University School of Law 2002 — 2003
Law
Suffolk University 1998 — 2002
BA, Paralegal Studies
US Trust October 2010 - Present
SeaCrest Wealth Management 2009 - 2010
Bank of America 2007 - 2009
Merrill Lynch 2002 - 2007
RBC Financial Group 1994 - 2002
Skills
Strategic Planning, Wealth Management, Recruiting, Coaching, Financial Advisory, Investments, Strategy, ETFs, Portfolio Management
Education
The University of Chicago - Booth School of Business 2012 — 2012
Certified Private Wealth Advisor, Professional Designation, High Networth Wealth Management
University of California, Los Angeles - The Anderson School of Management 2000 — 2002
MBA
Queen's University 1989 — 1993
BA Honours, Economics
Meridian Health December 2010 - Present
Cybergistics, LLC May 2010 - November 2010
Bayshore Community Hospital January 2010 - March 2010
Bayshore Community Hospital 2010 - 2010
--- 2010 - 2010
Ocean Pain Management Incorporated January 2009 - December 2009
Alliance Bernstein - Global Asset Management December 2006 - October 2008
US Trust September 2005 - December 2006
American International Group (AIG), Inc June 2002 - September 2005
Prudential Securities Incorporated October 2000 - June 2002
Education
University of Medicine and Dentistry 2009 — 2011
Health Information Management, Health Information Management
Rutgers, The State University of New Jersey-New Brunswick 1983 — 1987
Bachelor of Arts, Journalism & Mass Media
University of Medicine and Dentistry of New Jersey
Masters Program Health Care Management
Bloomberg April 2011 - Present
Brigantine Advisors December 2009 - April 2011
Standard & Poor's April 2008 - May 2009
Standard & Poor's April 1996 - March 2008
Standard & Poor's April 1989 - March 1995
US Trust May 1987 - April 1989
Dean Witter 1984 - 1985
Skills
Financial Modeling, Strategy, Valuation, Equity Research, Management, Equities, Hedge Funds, Portfolio Management, Investments, Healthcare
Education
Pace University - Lubin School of Business 1988 — 1993
MBA, Finance
The George Washington University - School of Business 1980 — 1984
BA, Finance
TD Bank, America's Most Convenient Bank January 1997 - Present
TD Bank January 1997 - November 2009
Bank of Boston (fka WCIS, fka Merchants National Bank) 1988 - January 1997
US Trust 1985 - 1988
Skills
Banking, Business Development, Consumer Lending, Management, Retail Banking, Small Business Lending, Relationship Management, Customer Service, Mortgage Lending, Loans, Lines Of Credit, Cross Selling, Credit Analysis, Credit, Commercial Banking, Commercial Lending
Education
New England College of Finance
Business Management
Salem State College
Business Management
US Trust November 2012 - Present
Bank of America August 2005 - November 2012
Skills
Customer Service, Sales, Lines Of Credit, Personal Banking, Loans, Credit, Home Equity Lines of..., Retail Banking, Cross Selling, Private Banking, Banking Relationships, Credit Cards, Banking, Portfolio Management, AML
Education
Southern New Hampshire University 2014 — 2016
Bachelor's degree, Business / Marketing
Wentworth Institute of Technology
HSBC Global Asset Management (USA), Inc. June 2015 - Present
UBS Wealth Management January 2011 - June 2015
Credit-Suisse June 2008 - February 2009
JPMorgan October 2006 - June 2008
US Trust April 2004 - October 2006
US Trust January 1996 - October 2006
Dreyfus Service Corporation May 1994 - January 1996
Skills
Equities, Hedge Funds, Private Equity, Investments, Portfolio Management, Valuation, Due Diligence, Mutual Funds, Securities, Asset Allocation, Venture Capital, Fund Of Funds, Finance, Alternative Investments, Investment Management, Bloomberg, Series 7, Series 63, Structured Products, Investor Relations, Asset Management, Wealth Management, Fund Accounting, Financial Services, Wealth Management..., Trading, Capital Markets, Fund Administration, High Net Worth..., Funding, Investment Advisory, Private Banking, Financial Advisory, Corporate Finance, Relationship Management, Wealth, Financial Markets, Separately Managed..., FINRA
Education
London School of Economics and Political Science 1999 — 2000
NA, Monetary banking policy
St. John's University 1998 — 2000
MBA, Finance
St. John's University 1990 — 1994
BS, Finance
SBLI February 2011 - April 2015
Studio Protocol 2002 - March 2011
Marc Ecko Enterprises 2002 - 2003
C-bridge Internet Solutions 2000 - 2002
Mattel Interactive 1999 - 2000
The Learning Company 1996 - 1999
US Trust 1990 - 1995
Richard Mills & Co 1986 - 1991
Skills
Email Marketing, Brand Development, Digital Marketing, Marketing Communications, SEO, Direct Marketing, Creative Direction, Marketing Strategy, Advertising, Integrated Marketing, Online Marketing, Social Media, Direct Mail, Social Media Marketing, Creative Development, Creative Strategy, Online Advertising, Copywriting, E-commerce, Digital Media, New Business Development, Corporate Communications, Corporate Identity, Corporate Branding, Packaging, Creative Services, Digital Strategy, Website Development, Lead Generation, Marketing Management, User Experience, Analytics, Leadership, Marketing, Brand Management, Content Strategy, Strategy, Multi-channel Marketing, Market Research, CRM, Web Analytics, SEM, PPC, B2B, Google Analytics, Interactive Marketing, Mobile Devices, Database Marketing, B2B Marketing, Mobile Marketing
Education
Simmons College
US Trust 2010 - Present
JP Morgan 2000 - 2009
Commerzbank AG 1999 - 2000
JP Morgan 1992 - 1999
Education
New York University - Leonard N. Stern School of Business 1995 — 1998
MBA, Finance
Rutgers University-New Brunswick 1988 — 1992
BA, Economics and History
Citi January 2015 - Present
US Trust November 2010 - December 2014
Bank of America December 2007 - October 2010
BNY Mellon April 2006 - November 2007
BNY Mellon October 2002 - March 2006
Army National Guard January 1998 - January 2004
Skills
Financial Analysis, Finance, Financial Reporting, Analysis, Microsoft Excel, Data Analysis, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Wealth Management..., Financial Services, Incentive Programs, Forecasting, Deferred Compensation, Mutual Funds, Process Improvement, Human Resources, Financial Modeling
Education
Suffolk University - Sawyer Business School 2005 — 2006
Master, Finance
Salem State University 1999 — 2002
Bachelor, Business Administration
College international de Cannes 2001 — 2001
French Economy
People's United Bank January 2013 - Present
US Trust March 2006 - October 2012
TD Bank Group January 2005 - March 2006
Charter Trust March 1998 - December 2004
Skills
Estate Planning, Asset Managment, Series 7, Investments, Wealth Management..., Strategic Financial..., Asset Allocation, Retirement Planning, Investment Strategies, Alternative Investments, Trusts, Banking, Investment Management, Wealth, High Net Worth..., Asset Management, Financial Planning, Wealth Management
Education
Roger Williams University 1986 — 1989
BA, Political Science & Economics
University of Maine 1985 — 1986
Threshold Group June 2014 - Present
Lazard Wealth Management November 2010 - November 2012
UNIVERSAL CAPITAL FUNDING, INC October 2009 - November 2012
US Trust November 2002 - July 2009
Skills
Onboarding, Financial Management..., Investments, Management, Asset Allocation, CRM, Financial Services, Equities, Portfolio Management, Sales, Budgets, Wealth Management, Hedge Funds, Asset Management, Financial Analysis, Trading, Finance, Financial Modeling
Education
Seton Hall University 1995 — 1999
Bachelors, Finance
E*TRADE Financial Corporation September 2015 - Present
Deutsche Bank September 2011 - September 2015
Deutsche Bank June 2007 - September 2011
Deutsche Bank March 2003 - May 2007
Cybuy.com January 2000 - December 2001
AOL/Moviefone October 1998 - October 1999
CheckFree Investment Services January 1996 - September 1998
EMERGING MARKETS TRADERS ASSOCIATION, INC. September 1994 - December 1995
US Trust 1990 - 1994
Skills
Strategy, Back Office, Fixed Income, Trading Systems, Equities, Relationship Management, Recruiting, Human Resources, Lean Transformation, Employment Law, Change Management, Start-ups, Team Building, Strategic Planning, Process Improvement, Strategic Partnerships, Organizational..., Vendor Management, Organizational Design, Training, Prime Brokerage
Education
St. Peter's College 1993 — 2000
Bachelors
high school
US Trust February 2014 - Present
Bank of America May 2010 - May 2013
Suited to Succeed 2011 - 2013
Eastern Savings July 1991 - 2010
Loan Administration April 2006 - January 2008
Loan Administration July 1993 - January 1995
ITT Financial Services January 1990 - January 1993
Skills
Mortgage Lending, Loans, REO, Foreclosures, Commercial Lending, Portfolio Management, Risk Management, Asset Managment, Credit, Compliance Procedures, Banking, Credit Analysis, Due Diligence, Real Estate, FHA, Investment Banking, Finance, Commercial Real Estate, Real Estate Transactions, Valuation, Disposition, Default, Asset Management, Dispositions
Education
Shippensburg University of Pennsylvania 1986 — 1990
BS, Public Administration
Hines April 2015 - Present
Sodali February 2014 - July 2014
US Trust August 2010 - June 2011
UBS Wealth Management August 2008 - October 2009
JD Power and Associates - The McGraw-hill Companies June 2007 - May 2008
Pepperdine University August 2004 - June 2007
Nordstrom May 2005 - August 2006
Skills
Analysis, Business Development, Project Management, Market Research, Management, Sales, Strategic Planning, Customer Service, Research, PowerPoint, Entrepreneurship, Data Analysis, Financial Analysis, Portfolio Management, Proposal Writing, Financial Modeling, Finance
Education
The Peter J. Tobin College of Business, St. John's University 2011 — 2014
Master of Business Administration (M.B.A.), International Business
Pepperdine University 2004 — 2008
BS in Business Administration, Business, Marketing
Ridgefield High School 2000 — 2004
High School
Union Bank April 2012 - Present
US Trust 2010 - 2012
Washington Mutual May 2007 - June 2008
Scripps Hospital December 2007 - March 2008
FICO August 2006 - January 2007
Washington Mutual October 2005 - July 2006
Skills
Customer Service, Microsoft Excel, Marketing, Time Management, Administrative..., Nonprofits, Budgets, Invoicing, Administration
Education
San Diego State University
San Diego State University-California State University
The Dallas Foundation October 2015 - Present
BNY Mellon September 2011 - January 2015
US Trust September 1989 - September 2011
Brown Brothers Harriman 1987 - 1989
Rauscher, Pierce, Refsnes 1985 - 1987
The Engleman Company 1981 - 1985
Texas Instruments 1979 - 1981
US Navy 1974 - 1978
Skills
Philanthropic Planning, Wealth Management, Portfolio Management, Equities, Banking, Financial Advisory, Asset Management, Alternative Investments, Asset Allocation, Relationship Management, Fixed Income Portfolio..., Investment Strategies, Mutual Funds, Wealth Management..., Investment Management, Finance, Private Banking, High Net Worth..., Investment Advisory, Series 7, Investments, Counseling Entrepreneurs, Financial Analysis
Education
The American College 2014 — 2014
Chartered Advisor in Philanthropy, Philanthropic Planning for High Net Worth Families
Southern Methodist University - Cox School of Business 1978 — 1979
MBA
Vanderbilt University 1970 — 1974
BA, English Literature, History
CFA Institute
Chartered Financial Analyst (CFA), Portfolio Analysis and Management
Bessemer Trust April 2015 - Present
Brownson, Rehmus & Foxworth September 2009 - April 2015
Bessemer Trust February 2001 - September 2009
US Trust March 1998 - February 2001
Skills
Wealth Management, Investments, Alternative Investments, Investment Advisory, Portfolio Management, Asset Managment, Financial Modeling, Strategic Financial..., Equities, Asset Allocation, Wealth, Financial Analysis
Education
Santa Clara University - Leavey School of Business 2009 — 2012
MBA
Sonoma State University 1997 — 1998
B.S., Marketing
University of California, Berkeley
CFP®, Certificate for Financial Planning
The North Face January 2013 - Present
JanSport April 2010 - December 2012
The North Face May 2007 - March 2010
The North Face May 2005 - May 2007
The North Face June 2003 - May 2005
The North Face June 2000 - June 2003
BNP Paribas June 1999 - May 2000
US Trust June 1998 - May 1999
Credit Suisse June 1996 - May 1998
Skills
Inventory Management, Operations Management, Forecasting, Supply Chain Management, Planning, Strategic Planning, Management, Process Engineering, Project Planning
Education
Penn State University 1991 — 1995
BS, Finance & Economics
The United Methodist Church June 2013 - Present
TD Ameritrade July 2008 - October 2013
Martin United Methodist Church July 2011 - June 2013
Postcolonial Networks 2010 - 2011
Finau Mortgage Group May 2007 - July 2008
Directors Mortgage Company September 2006 - March 2007
Washington Mutual January 1999 - October 2006
Rock Financial September 1998 - January 1999
US Trust January 1998 - August 1998
East Cambridge Savings August 1997 - January 1998
Skills
Religion, Biblical Teaching, Community Outreach, Postcolonial Theory, Preaching, Social Media, Stock Trading, Theology, Budgets, Nonprofits, Public Speaking, Research, Investments, Higher Education, Leadership, Volunteer Management, Non-profits, Fundraising, Teaching, Microsoft Office, Event Planning, Team Building, Microsoft Word, Leadership Development, Marketing, Residential Homes, Editing, Customer Service, Microsoft Excel, Strategic Planning
Education
Southern Methodist University 2010 — 2012
MDiv, Theology
Texas Christian University 2007 — 2009
MTS, Theological Studies
The University of Texas at Arlington 2000 — 2003
BBA, Finance
US Bank 2010 - Present
Greater New York Area January 2010 - July 2010
Fiduciary Trust Company International November 2007 - January 2010
US Trust March 1994 - November 2007
Bank of America/Security Pacific September 1973 - December 1993
Skills
Core Banking, Banking, Risk Management, Process Improvement
Education
Southern Methodist University 1983 — 1986
Graduate Banking Degree, Bank Management
University of California, Los Angeles 1978 — 1980
Bank Management
University of South Carolina-Columbia 1971 — 1973
English Education
MWH Global January 2007 - October 2012
US Trust January 2006 - January 2007
Northwater Capital Management Inc. August 2005 - December 2005
Forum Personnel, Inc July 2004 - July 2005
Allied North America April 2003 - June 2004
Marsh & McLennan Companies, Inc. June 1992 - April 2003
Skills
Microsoft Office, Construction Management, Microsoft Excel, Engineering, Project Management, Microsoft Word, PowerPoint, Adobe Acrobat, Adobe Creative Suite, Microsoft Access, Photoshop, Apple Aperture, Construction, Access, Office Management, Social Media, Customer Service, Team Building, Travel Arrangements, Training, System Administration, Network Administration, Public Relations, Office Administration
Education
Queensborough Community College 1983 — 1985
Grover Cleveland, HS 1978 — 1982
US Trust October 2008 - Present
AMG National Trust Bank August 2005 - September 2008
The For All Kids Foundation November 1998 - July 2005
Barclays Private Bank November 1997 - November 1998
Citi January 1997 - November 1997
JPMorgan Chase October 1987 - December 1996
Skills
Nonprofits, Asset Management, Non-profit..., Philanthropy, Community Outreach, Grants, Management, High Net Worth..., Leadership, Program Management, Public Relations, Financial Services, Relationship Management
Education
Providence College
Bachelor of Arts (B.A.)
SVB Financial Group December 2014 - Present
SVB Financial Group April 2012 - December 2014
SVB Financial Group & Silicon Valley Bank March 2010 - March 2012
SVB Financial Group & Silicon Valley Bank June 2005 - March 2010
US Trust 2004 - 2005
Education
Saint Mary's College of California 1999 — 2003
Finance
Bellarmine College Preparatory
Pinnacle Services June 2008 - Present
The Leukemia & Lymphoma Society June 2008 - October 2011
Positive Alternatives for Youth June 2001 - October 2008
US Trust February 1999 - June 2001
Pacific Homes September 1997 - September 1998
Digital Music Express September 1995 - May 1997
PSR, Inc. September 1991 - August 1995
Coldwell Baner Commercial Real Estate Services (now CB Richard Ellis) March 1983 - September 1989
Skills
Fundraising, Leadership, Budgets, Non-profits, Management, Program Management, Community Outreach, Sales, Project Management, Strategic Planning, Marketing, Event Management, Healthcare, Training, Recruiting, Event Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1990 — 1991
MBA
University of Oklahoma - Price College of Business 1978 — 1982
BA, Marketing
Sarah Lawrence College September 2012 - May 2015
World Monuments Fund October 2005 - March 2008
US Trust October 1992 - March 2004
Health Advocates for Older People, Inc. 1998 - 2003
Citibank Private Bank December 1989 - August 1992
Children's Museum of Pittsburgh 1979 - 1986
Skills
Nonprofits, Fundraising, Editing, Philanthropy, Non-profits, Strategy, Management, Leadership, Public Speaking, Volunteer Management, Marketing, Investments, Business Development, Event Planning, Grants, Finance, Blogging, Investment Management, Training, Start-ups, Asset Management, Project Planning, Entrepreneurship, High Net Worth..., Banking, Planned Giving, Proposal Writing, Sales, Annual Giving, Business Planning, Financial Services, Stewardship, Non-profit..., Asset Managment
Education
Sarah Lawrence College 2012 — 2015
Master of Fine Arts (M.F.A.), Writing
Randolph College 1964 — 1968
A.B., French
US Trust September 2010 - Present
US Trust March 2009 - September 2010
US Trust January 2004 - March 2009
US Trust November 2001 - January 2004
US Trust October 2000 - November 2001
Bank of America February 1997 - October 2000
First USA 1996 - 1997
Bank of America 1993 - 1996
Education
San Antonio College 1987 — 1991
Business Administration
NEPC LLC April 2010 - Present
US Trust 2005 - 2009
Skills
Emerging Markets, Hedge Funds, Private Equity, Due Diligence, Portfolio Management, Alternative Investments, Wealth Management, Institutional..., Mutual Funds, Corporate Finance, Asset Management, Investments, Investment Management, Equities, Fixed Income, Asset Allocation, Capital Markets
Education
Simon Fraser University 2003 — 2005
Master of Business Administration (M.B.A.), Global Asset & Wealth Management
US Trust May 2011 - Present
The Law Offices of Ingrid Hsia April 2009 - May 2011
Wells Fargo Private Bank 2007 - 2009
Hanson Bridgett LLP 2006 - 2007
Ramsbacher Prokey, LP 2004 - 2006
Crist, Schultz, Biorn, Shepherd 2001 - 2004
Skills
Trusts, Wealth Management..., Asset Management, Estate Planning, Portfolio Management, Wealth Management, Strategy, Strategic Planning, Asset Allocation, Estate Law, Alternative Investments, High Net Worth..., Succession Planning, Asset Protection, Investment Management, Trust Services
Education
Rutgers University School of Law - Newark 1997 — 2000
JD
Rutgers University-New Brunswick 1991 — 1995
BA, English and Political Science double major; minor in French
News Corp March 2000 - Present
US Trust 1998 - 2000
Skills
Financial Analysis, Internal Audit, Sarbanes-Oxley Act, Internal Controls, US GAAP, Financial Reporting, Sarbanes-Oxley, Auditing, GAAP, Accounting, Financial Accounting, Cash Flow, Financial Statements, CPA, Financial Modeling, SEC filings, Consolidation, Mergers & Acquisitions, SEC Filings
Education
Saint Bonaventure University 1992 — 1996
BA, Psychology
US Trust, Bank of America Merrill Lynch Private Wealth Management March 2013 - Present
Teach For America October 2011 - March 2013
US Trust, Bank of America Merrill Lynch Private Wealth Management January 2011 - October 2011
Crum & Forster June 2009 - January 2011
Innovest Systems, LLC 2008 - June 2009
Bank Of America July 2007 - July 2008
US Trust May 2001 - July 2007
Datek Online May 2000 - May 2001
Prudential May 1997 - May 2000
Eastman Software 1995 - 1997
Skills
Business Analysis, Integration, Disaster Recovery, Vendor Management, SDLC
Education
Rutgers, The State University of New Jersey-Newark 1994 — 1996
Master
Rutgers University-New Brunswick 1988 — 1990
BA
Sontag Advisory LLC April 2003 - Present
US Trust Company of NY August 1999 - April 2003
US Trust 1999 - 2003
Skills
High Net Worth..., Investment Management, Strategic Financial..., Wealth Management, Financial Planning
Education
New York Law School 1996 — 1999
Juris Doctorate
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
Bachelor's degree
Dilbeck Real Estate 2013 - Present
Contessa Premium Foods 2009 - 2012
Parsons 2005 - 2006
Contessa Premium Foods 2004 - 2005
US Trust 2000 - 2004
Contessa Premium Foods 1992 - 2000
Kenneth Leventhal & Company 1986 - 1991
Skills
Accounting, Account Reconciliation, Finance, Real Estate, Leadership, Financial Analysis, Financial Reporting, SEC filings, Forecasting, Auditing, GAAP, Shared Services, Management, Change Management, Mergers & Acquisitions, Cash Flow, Strategic Planning, Internal Controls, Variance Analysis, Cost Accounting, Accounts Payable, Strategic Financial..., Budgets, Team Building, Strategy, Acquisition Integration, Tax, Financial Accounting
Education
San Diego State University-California State University 1981 — 1985
BS, Accounting
Miraleste High School 1977 — 1980
Tagetik 2013 - Present
Bottom Line Consulting Group, LLC. December 2012 - December 2013
Host Analytics, Inc. August 2011 - October 2012
Thule, Inc. February 2008 - July 2011
Sikorsky July 2007 - February 2008
Thomson Reuters September 2006 - June 2007
US Trust February 2000 - January 2006
Skills
Hyperion Enterprise, Financial Modeling, Financial Analysis, Variance Analysis, Essbase, Pre-sales, Analytics, SaaS, Cloud Computing, Budgeting, Planning, Financial Reporting, Budgets, Project Planning, Financial Accounting, Cross-functional Team..., Strategic Financial..., Accounting, Strategic Planning, Process Improvement, Budget Process, Business Planning, Leadership, Management Consulting, Project Management, Forecasting, Management
Education
Southern Connecticut State University
Dolce International November 2007 - Present
Doral Arrowwood February 2006 - September 2007
US Trust 2005 - 2006
Skills
Event Management, Event Planning, Hotels, Marketing, Leadership, Corporate Events, Social Media, Customer Service, Hospitality, Marketing Strategy, Meeting Planning, Management, Food & Beverage, Hospitality Industry, Public Relations, Customer Satisfaction
Education
State University of New York College at Purchase 2000 — 2004
Bachelor of Liberal Studies, Psychology and Sociology
Ambac May 2005 - Present
Morgan Stanley Investment Management November 1993 - May 2005
US Trust October 1987 - November 1993
Moody's Investors Service November 1983 - May 1987
U.S. Department of Housing and Urban Development September 1978 - November 1983
Skills
Fixed Income, Portfolio Management, Credit Risk, Municipal Bonds, Asset Managment, Credit, Financial Structuring, Structured Finance, Securities, Bonds, Asset Management, Financial Modeling, Derivatives, Bloomberg, Investment Banking, Capital Markets
Education
Rutgers, The State University of New Jersey-New Brunswick
Masters Of Arts (M.A.), Political Science
Rutgers, The State University of New Jersey-New Brunswick
Bachelor's Degree, Sociology/Political Science
SaxBST September 2013 - Present
ThomsonReuters - Onesource Trust Tax January 2001 - September 2013
PricewaterhouseCoopers October 1999 - January 2001
US Trust August 1995 - September 1999
Skills
Tax Preparation, Tax Compliance, Trusts, Estate Tax Planning
Education
Fairleigh Dickinson University-Metropolitan Campus 1990 — 1991
MBA, Accounting
Siena College 1985 — 1989
B.S., Management
KnowledgePoint360 May 2008 - Present
Avenue Capital Group October 2006 - March 2008
US Trust July 2000 - September 2006
Tbug Software 1999 - 2000
Education
Rutgers University-New Brunswick
BSEE, Electrical Engineering
US Trust March 1989 - Present
USTrust, Bank of America Private Wealth Management 1989 - 2014
BNY Mellon 1976 - 1988
Skills
Wealth Management, Asset Allocation, Alternative Investments, Wealth Management..., Series 7, Asset Management, Investment Management, High Net Worth..., Portfolio Management, Investment Advisory, Investments, Estate Planning, Investment Strategies, Private Banking, Equities, Strategic Financial..., Securities, Fixed Income, Hedge Funds, Mutual Funds, Trust Services
Education
Skidmore College 1972 — 1976
Bachelor of Arts (BA), Spanish and business
Crystal & Company September 2013 - Present
PNC Financial Services Group 2009 - August 2013
PNC Wealth Management 2007 - April 2009
US Trust May 2005 - June 2007
The MONY Group Inc. (Mutual of New York) May 1999 - January 2001
3i, Implant Innovations Inc December 1995 - April 1999
Jordan McGrath Case & Taylor June 1993 - July 1994
Skills
Strategic Planning, Fundraising, Marketing Strategy, Philanthropy, Alternative Investments, Marketing, Public Speaking, Public Relations, Investments, Wealth Management, Event Planning, Relationship Management, Program Development, Program Management, Entrepreneurship, Entrepreneurial..., Cross-functional Team..., Team Leadership, Strategic Leadership, Project Management, Account Management, Management, Impact Investing, Investor Relations, Venture Philanthropy, Corporate Social..., Social Marketing, Social Entrepreneurship, Relationship Marketing, Building Relationships, Networking, Return on Investment, Special Education, Early Childhood..., Foundations, Private Foundations, Family Office, Risk Management, Financial Risk..., Commercial Insurance, Property & Casualty..., Life Insurance, Trust Services, Corporate Communications, Corporate Events, Corporate Branding, Employee Benefits, Employee Relations, Employee Recognition, Advertising
Education
Rollins College 1989 — 1993
Bachelor of Arts (BA), Political Science, English, History
Trinity College-Hartford 1990 — 1991
Political Science, English, History
The Winsor School 1983 — 1989
US Trust November 2007 - Present
US Bank September 1997 - October 2007
Education
Washington University in St. Louis - Olin Business School 1985 — 1987
Master of Business Administration (MBA)
Southern Methodist University 1981 — 1985
BBA, Finance
TD April 2012 - Present
TD March 2011 - April 2012
US Trust March 2007 - August 2008
US Trust May 2005 - March 2007
GEX Inc 2004 - 2005
Fleet Boston Financial 2000 - 2003
Fleet Boston Financial 1999 - 2000
Skills
Data Analysis, Project Management, Analytics, Business Process..., Customer Service, Process Improvement, Risk Management, Databases, Business Analysis, Management, Financial Services, Portfolio Management, Strategic Planning, Banking, Finance, Financial Analysis, Financial Modeling, Analysis, Accounting
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1993 — 1995
MBA
Southern New Hampshire University 1984 — 1988
B.S.
Merrill Lynch March 2003 - February 2005
US Trust June 2000 - March 2003
Cendant Mobility June 1996 - June 2000
Education
Rider University 1992 — 1996
Bachelor of Science, Accounting
North Middlesex Savings Bank March 2014 - Present
Commercial Loan Review / Portfolio Management Consultant July 2011 - March 2014
First Colebrook Bank December 2009 - May 2011
Butler Bank September 2008 - October 2009
Butler Bank July 2007 - September 2008
First National Bank of Ipswich November 2004 - July 2007
Valentine & Scanlon Commercial Real Estate 2002 - 2004
Southern New Hampshire Bank and Trust November 2002 - April 2003
US Trust 1993 - 1999
Skills
Credit, Loans, Loan Origination, Credit Analysis, Commercial Lending, Risk Management, Underwriting
Education
Rivier College 1990 — 1996
MBA, Business, Financial Analysis
Saint Anselm College 1986 — 1990
BA, History
Bishop Guertin High School 1982 — 1986
Liberty Real Estate LLC December 2012 - Present
Wood Mizer December 2012 - June 2013
F.C. Tucker Company July 2012 - December 2012
Keller Williams Realty June 2009 - May 2011
Coldwell Banker Real Estate September 2004 - May 2006
US Trust July 2001 - February 2003
Dreyfus November 1998 - May 2000
Oxford Health Plans October 1996 - April 1998
Skills
Mutual Funds, Accounting, Customer Satisfaction, Real Estate, Marketing Strategy, Valuation, Financial Analysis, Finance, Investment Properties, Credit, Listings, Foreclosures, First Time Home Buyers, Sales, Banking, Customer Service, Referrals
Education
Sacred Heart University 1996 — 1998
BS, Finance
Universidad Tecnica de Ambato. Ecuador 1987 — 1991
Completed 4 years of undergrad studies, Accounting and Auditing
US Trust March 2012 - Present
US Trust September 2010 - March 2012
Citi September 2007 - September 2010
Pier 1 Imports September 2005 - September 2007
Skills
Compliance, Banking, Credit, Investments, Asset Management, Mutual Funds
Education
Seton Hall University 2003 — 2007
BS, Economics, Marketing
GP Strategies Corporation April 2011 - Present
Bank of America February 2002 - February 2009
US Trust November 2000 - October 2001
Education
Saginaw Valley State University
Park Management Group November 2006 - May 2009
Intercontinental Hotels Group December 2003 - May 2006
CRG Management LLC December 2000 - March 2002
Chase Manhattan Corporation July 1999 - November 2000
Cushman & Wakefield December 1997 - June 1999
Atlantic Stewardship Bank June 1996 - December 1997
US Trust March 1979 - July 1995
Education
Saint Peter's University 1996 — 1999
MS, Accounting
Saint Peter's University 1989 — 1995
BS, Accounting, minor in Social Science-sociology
US Trust May 2010 - Present
Dresdner Bank 1999 - April 2010
Bankers Trust 1997 - 1999
Mellon Financial 1991 - 1997
Skills
Portfolio Management, Alternative Investments, Asset Managment, Investment Strategies, Equities, Fixed Income, Hedge Funds, Investments, Wealth Management, Investment Advisory, Capital Markets, Securities, Portfolio Optimization, Equity Research, Trading, Financial Analysis, Financial Modeling, Valuation
Education
New York University - Leonard N. Stern School of Business
Saint Vincent College
Bachelor of Science (B.S.), Economics, History
Citibank May 2008 - Present
DuPont Pharmaceuticals March 1999 - March 2001
MCI March 1997 - March 1999
Chase 1982 - 1996
US Trust 1977 - 1980
Skills
Six Sigma, Banking, Financial Services, Equities, Fixed Income
Education
Pace University - Lubin School of Business 1979 — 1982
BA, Accounting
Macquarie Group August 2010 - Present
UBS Investment Bank October 2008 - September 2010
US Trust August 2006 - August 2008
Jones Apparel Group August 2003 - August 2006
Anne Klein 2001 - 2003
Morgan Stanley 1999 - 2001
Education
Seton Hall University 1995 — 1999
Bachelors, MIS
US Trust December 2012 - Present
Target April 2011 - November 2012
BlackRock 2004 - 2008
BlackRock 2000 - 2004
BlackRock 1999 - 2000
Merrill Lynch Investment Managers 1995 - 1999
Merrill Lynch Investment Managers 1993 - 1995
Skills
Trading, Equities, Operations, Settlements, Investigation, Team Leadership, Client Service Oriented, Root Cause Problem..., Strategic Thinking, Negotiation, Self-direction, Risk Management
Education
Rutgers University-New Brunswick 1989 — 1993
BS, Business Management
EverPower Wind Holdings, Incu September 2008 - Present
USTrust Company 2000 - 2007
US Trust 1976 - 2007
Skills
Strategic Planning, Contract Negotiation, Wealth Management, Mergers, Asset Managment, Mergers & Acquisitions, Due Diligence, Business Strategy, Executive Management, Investments, Analysis, Strategy, Asset Management, Start-ups, Financial Analysis
Education
Skidmore College 1968 — 1972
BA, Psychology
NYU Wagner School
MPA, Arts Administration
US Trust October 2012 - Present
US Trust August 2010 - October 2012
Seaside National Bank & Trust May 2007 - August 2010
Skills
Portfolio Management, Wealth Management, Investments, Asset Managment, Financial Analysis, Asset Allocation, Alternative Investments, Credit, Credit Analysis, Valuation, Securities, Banking, Equities, Asset Management, Mutual Funds
Education
Rollins College - Crummer Graduate School of Business 2006 — 2008
MBA, Finance
University of Central Florida 2002 — 2006
BSBA, Finance
Tipp Hill Capital Managment April 2014 - Present
Gilman Hill Asset Management September 2013 - March 2014
Eagle Ridge Investment Managment LLC September 2008 - May 2012
US Trust October 1999 - May 2008
Langdon Street Capital September 1996 - May 1999
Bear Stearns & Co. Inc February 1996 - August 1996
Ladenburg Thalmann August 1993 - August 1996
DLJ February 1990 - March 1992
Skills
Hedge Funds, Equities, Fixed Income, Bloomberg, Alternative Investments, Equity Research, Consulting, Options, Trading, Financial Modeling, Financial Risk, Investment Management, Investment Advisory, Financial Services, Financial Markets, Equity Trading, Electronic Trading
Education
Youngstown State University 1987 — 1989
MBA, Finance
Saint Vincent College 1983 — 1987
Bachelor of Science (BS), Economics
Seton Hill University
Seton Hill University
Seton Hill University
US Trust May 2010 - Present
Columbia Management January 2004 - April 2010
Bank of America April 2000 - January 2004
Colonial Investments August 1992 - March 2000
Skills
Project Management, Negotiation, Portfolio Management, Financial Reporting, Financial Analysis, Fixed Income, Leadership, Finance, Investments, Banking, Equities, Financial Services
Education
Siena College 1988 — 1992
Wells Fargo November 2008 - Present
Wachovia September 2001 - November 2008
First Union National Bank July 1995 - September 2001
First Fidelity National Bank April 1991 - September 1995
Chase September 1987 - April 1991
Manufacturers Hanover Trust September 1977 - September 1987
Crum & Forster June 1976 - September 1977
US Trust June 1973 - June 1976
Skills
Banking, Enterprise Architecture, Credit Risk, Wholesale Lending, Commercial Real Estate, Operational Risk..., Information Technology, Financial Accounting, Trade Finance, Mortgage Servicing, Strategic Thinking, IT Portfolio, IT Outsourcing, Portfolio Management, Financial Services, Risk Management, Financial Risk, Vendor Management, Executive Management, SDLC, Relationship Management, Finance, Cash Management, Payments, PMO, IT Strategy, Business Analysis, Business Process..., Commercial Banking, Commercial Lending, Credit, Retail Banking, Consumer Lending, Enterprise Risk..., ACH, Operational Risk
Education
St. Peter's College 1973 — 1977
Bachelor of Science (BS), Accounting
St. Peter's College 1973 — 1975
Associate's degree, Computer Science
The Depository Trust & Clearing Corporation July 2006 - Present
JPMorgan Chase September 1995 - June 2006
JP Morgan Chase 1995 - 2006
The Chase Manhattan Bank 1995 - 2000
US Trust July 1988 - September 1995
Skills
Global Custody, ETFs, Client Services, Bank Relationship..., Product Management, Custody, New Business Development, Mac, Transition Planning, Project Planning, Client Retention, RFP preparation
Education
Pace University - Lubin School of Business
BA, Genneral Business with focus on Management & Finance
HLK Asset Management August 2012 - Present
MicroRate 2010 - Present
Gitterman & Associates August 2010 - August 2012
S&P May 1997 - January 2009
US Trust 1994 - 1997
Metropolitan Life 1990 - 1993
Skills
Structured Finance, Fixed Income, Structured Products, Securitization, Investments, Capital Markets, Alternative Investments, Asset Management, Derivatives, Financial Services, Hedge Funds, Portfolio Management, Investment Banking, Investment Management, Financial Modeling
Education
Rutgers, The State University of New Jersey-Newark 1988 — 1990
MBA, Finance
Washington and Lee University 1980 — 1984
BA, Economics
Raiseworks May 2013 - Present
EagleView Securities, Inc./EagleView Advisors, Inc. December 2014 - August 2015
iTB Holdings Inc. March 2011 - January 2014
InterMerchant Securities, LLC March 2010 - March 2011
Jesup & Lamont October 2008 - December 2009
Safdie Investment Services Corp. May 2005 - October 2008
US Trust November 2003 - May 2005
BBVA Securities Corp. August 2001 - November 2003
Security Financial Network, LLC November 1999 - August 2001
NASD/FINRA September 1997 - November 1999
Skills
Over 15 years of..., FINRA Series 4, 7, 24,..., Equities, Securities, Series 7, Trading, Hedge Funds, Risk Management, Fixed Income, Capital Markets, Asset Management, Alternative Investments, Investments, Series 24, Private Placements, Business Communications, Drafting Policies
Education
Temple University 1997 — 1999
MBA, Finance, 3.8
Rutgers University 1990 — 1994
Bachelor of Science (BS), Business Management, 3.4
US Trust April 2002 - Present
Education
Seton Hall University 1972 — 1976
US Trust July 2007 - Present
Skills
Investments, Wealth Management, Hedge Funds, Portfolio Management, Asset Allocation, Alternative Investments, Estate Planning, Asset Management
Education
Sewanee-The University of the South
Bachelor of Arts (B.A.), Economics
Wells Fargo March 2010 - May 2014
Cycle4Life LLC 2008 - March 2010
U.S. Trust February 2008 - July 2008
US Trust August 1996 - February 2008
Putnam Trust Company May 1985 - August 1996
Skills
Trust Operations, Relationship Management, Customer Service, Management, Project Management, Branch Management, Banking, Start-ups, Credit, Cash Management, Wealth Management, Loans, Financial Services, Retail Banking, Retirement, CRM, Leadership, Financial Risk, Business Development, Investments
Education
Sacred Heart University 1993 — 1996
Bachelor's, Business
US Trust October 2012 - Present
Merrill Lynch Trust Company September 2007 - October 2012
Skills
Series 7, Asset Allocation, Asset Management, Due Diligence, Equities, Fiduciary, Financial Services, Fixed Income, Investment Advisory, Investment Management, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Risk Management, Wealth Management, Wealth Management...
Education
Penn State University 2001 — 2005
BA, Marketing
BNYMellon October 2006 - Present
JP Morgan Chase 2001 - 2006
JPMorgan Chase 1996 - 2001
US Trust 1989 - September 1995
Skills
Agile Methodologies, Asset Management, Asset Managment, Banking, Bloomberg, Business Analysis, Business Continuity, Business Intelligence, Business Process..., Capital Markets, Change Management, Data Center, Derivatives, Disaster Recovery, Enterprise Architecture, Equities, Financial Analysis, Financial Modeling, Financial Risk, Financial Services, Fixed Income, Governance, Hedge Funds, IT Management, IT Strategy, Integration, ITIL, MS Project, Investment Banking, Management, Mergers, Operational Risk..., Outsourcing, PMO, PMP, Portfolio Management, Process Improvement, Program Management, Project Management, Project Delivery, Relationship Management, Project Portfolio..., Requirements Gathering, Requirements Analysis, SDLC, SharePoint, Securities, Software Project..., Telecommunications, Trading Systems
Education
Pace University - Lubin School of Business
BBA, Finance
Capco February 2015 - Present
Investors Economic Assurance, LLC December 2012 - February 2015
E*TRADE Financial Corporation August 2011 - November 2012
Credit Suisse May 2011 - July 2011
Tradar U.S August 2009 - April 2011
Merrill Lynch & Co., Inc July 2007 - January 2009
US Trust June 2006 - September 2006
Skills
Trading Systems, Capital Markets, Requirements Analysis, Integration, Equities, Equity Trading, SQL
Education
2003 - 2007Rutgers University 2003 — 2007
B.S, Electrical and Computer Engineering
Rutgers University-New Brunswick 2003 — 2007
B.S., Electrical and Computer Engineering / Minor in Economics
Astoria Bank April 2012 - Present
Omgeo September 2006 - December 2009
Omgeo June 2000 - September 2006
US Trust February 1989 - February 1995
Skills
Salesforce.com, CRM, Back Office, Management, SDLC, Software Documentation, Business Analysis, Vendor Management, Requirements Analysis, Product Management, Risk Management, Project Management, Cross-functional Team..., Agile Methodologies, Testing
Education
Pace University 1981 — 1986
B.A., Business Administration/Education
US Trust December 1996 - Present
Skills
Wealth Management
Education
Saint Mary's College of California 1990 — 1994
Flintridge Sacred Heart Academy 1986 — 1990
The CGL Consulting Group, LLC July 2013 - Present
J.P. Morgan January 2011 - June 2013
13D Research May 2010 - December 2010
Permal Asset Management May 2006 - November 2008
Societe Generale July 2003 - April 2006
Constellation Financial Management June 1998 - July 2003
The Chase Manhattan Bank September 1995 - June 1998
US Trust July 1985 - September 1995
Skills
Derivatives, Equities, Hedge Funds, Financial Services, Business Strategy, Operations Management, Operational Risk..., Capital Markets
Education
Penn State University
Bachelor of Science, Business Management
Barclays Capital August 2009 - Present
Bank of America June 2008 - January 2012
Bank of America July 2007 - July 2008
US Trust January 2005 - July 2007
Deutsche Bank June 1999 - January 2005
Bankers Trust April 1991 - June 1999
Education
St. Peter's College
Bachelor of Science, Accounting, Marketing
Diversified Stochastic Investments June 2006 - Present
Wells Fargo Private Bank 2000 - 2006
Bailard, Biehl & Kaiser 1994 - 2000
The Chase Manhattan Private Bank 1989 - 1994
Security Pacific Bank May 1984 - February 1989
Wells Fargo Bank December 1979 - May 1984
US Trust July 1976 - December 1979
Skills
Equities, Asset Allocation, Portfolio Management, Investments, Wealth Management, Management, Investment Advisory
Education
Pace University - Lubin School of Business 1973 — 1975
MBA, Finance
Utica College 1966 — 1970
BA, Mathematics
US Trust October 2006 - Present
Smith Barney July 2005 - September 2006
HSBC Private Bank April 2002 - June 2005
Citigroup March 1998 - March 2002
Skills
Banking, Private Banking, Credit, Series 7, Financial Analysis, Credit Analysis, Loans, Excel, Wealth Management, Capital Markets, Investments, Microsoft Excel, Portfolio Management
Education
Pace University - Lubin School of Business 1991 — 1993
MBA, Finance
Tufts University 1983 — 1987
BA, Economics
US Trust February 2014 - Present
Brown Advisory March 2008 - January 2014
Mercantile Safe Deposit & Trust Company 1994 - 2008
Skills
Outlook, Investments, Administrative..., Portfolio Management, Series 7, Mutual Funds, Asset Management
Education
Randolph-Macon College 1987 — 1991
B.A., Sociology Minor-Religion
Valley National Bank October 2014 - Present
Deutsche Bank Trust Company October 2012 - October 2014
US Trust June 2004 - October 2012
Bergen County Estate Planners' Association 2000 - 2010
Fiduciary Trust Company May 2000 - March 2004
US Trust July 1997 - May 2000
The Bank of New York January 1995 - July 1997
Skills
Estate Planning, Trust Services, Wealth Management..., High Net Worth..., Trusts, Asset Allocation, Asset Managment, Estate Administration, Trust Management, Strategic Financial..., Portfolio Management, Fiduciary
Education
Quinnipiac University School of Law 1991 — 1994
J.D.
Washington and Lee University 1987 — 1991
BA, History
US Trust November 2012 - Present
JPMorgan Chase October 2011 - November 2012
JPMorgan Chase July 2009 - February 2012
Kershner Trading Group July 2006 - July 2009
First Command Financial Planning May 2006 - June 2006
Skills
Trading, Equities, Options, Securities, Investments, Financial Planning, Series 63, Financial Modeling, Banking
Education
Southern Methodist University - Cox School of Business 2012 — 2013
Masters of Business Administration, Finance
Texas Tech University
BACHELOR OF HUMAN SCIENCES, PERSONAL FINANCIAL PLANNING
Prudential Financial May 2009 - Present
US Trust June 2006 - September 2007
Empire Blue Cross Blue Shield 2004 - 2006
GE Helathcare 2002 - 2004
GE Healthcare 2002 - 2004
Education
Ramapo High School
Shippensburg University of Pennsylvania
BA, Psychology
BNY Mellon July 2013 - December 2014
BNY Mellon March 2013 - July 2013
BNY Mellon January 2012 - March 2013
BNY Mellon May 2010 - December 2011
US Trust January 2008 - March 2009
JPMorgan Chase March 2000 - March 2005
Morgan Stanley 1998 - 2000
Morgan Stanley Investment Management 1992 - 1997
Accenture 1987 - 1990
Accenture 1987 - 1990
Skills
Wealth Management, Asset Managment, Investment Management, Asset Allocation, Wealth Management..., Fixed Income, Alternative Investments, Management, Hedge Funds, New Business Development, Leadership, Equities, Investments, Mutual Funds, Asset Management, Portfolio Management, Financial Services, Capital Markets
Education
Penn State University 1985 — 1987
MBA, Finance
University of Connecticut 1981 — 1985
BS, Agricultural Engineering
Eaton Vance October 2007 - Present
Eaton Vance October 2007 - Present
US Trust May 2005 - October 2007
State Street November 1987 - April 2005
Skills
Wealth Management, Asset Allocation, Portfolio Management, Equities, Asset Managment, Investments, Investment Advisory, Retirement Planning, Strategic Financial..., Estate Planning, Alternative Investments, Mutual Funds, Investment Management, Fixed Income, Investment Strategies, Risk Management, Securities
Education
CFA Institute 1989 — 1991
1991, CFA
Simmons College - Simmons School of Management 1980 — 1981
MBA
Skidmore College
U.S. Trust September 2014 - Present
U.S. Trust June 2013 - September 2014
US Trust August 2010 - June 2013
US Trust January 2010 - August 2010
WJAR-TV June 2008 - August 2008
WEEI Sports Talk Radio June 2008 - August 2008
Rhode Island Surgeons Inc 2003 - 2008
Skills
Problem Solving, Microsoft Office, Visio, Cognos, Data Analysis, Data Entry, Customer Service, Ad Hoc Reporting, Remediation, SharePoint, Final Cut Pro, Editing, Event Planning, Event Management, Photography, Journalism, Broadcast Journalism, Ap Style
Education
Quinnipiac University 2006 — 2009
Bachelor of Arts, Journalism
ARIA Investment Associates November 2012 - Present
BNY Mellon Wealth Management November 2007 - October 2012
US Trust 1997 - 2007
Connecticut National Bank November 1986 - April 1997
Skills
Investment Management, Portfolio Management, High Net Worth..., 401k, Financial Analysis, Asset Allocation, Asset Management, Wealth, Alternative Investments, Wealth Management, Investments
Education
Purdue University 1979 — 1983
B.S., Business management
Munster High School
Economic Opportunity Commission of Nassau County, Inc. October 2009 - Present
SetFocus, Llp. April 2009 - December 2009
US Trust February 2000 - March 2001
Pfizer (Warner-Lambert at the time) March 1997 - July 1999
SunTrust January 1996 - December 1996
Deutche Bank (Bankers' Trust at the time) January 1993 - October 1995
Education
Pace University - Lubin School of Business 1900 — 1900
B.B.A., Management Information Systems
US Trust March 2003 - Present
Education
St. Joseph's University
Temple University - James E. Beasley School of Law
J.D.
NICE Actimize September 2014 - Present
Avon June 2013 - July 2014
UBS Wealth Management April 2007 - May 2013
ACS April 1997 - April 2007
US Trust 1994 - 1997
Skills
PMO, Offshoring, SDLC, Business Analysis, Vendor Management, Consulting, Requirements Analysis, Requirements Gathering, Visio, Business Process..., Process Improvement, Software Project..., Project Management, Business Process..., IT Strategy
Education
Pace University 1985 — 1994
BBA, Management Information Systems
FDR High School 1982 — 1984
Virginia Transportation Corporation July 2014 - Present
United Road July 2013 - July 2014
JBA Chevrolet October 2011 - February 2012
US Trust August 2007 - August 2009
Banc of America Investments July 2005 - August 2007
Morgan Stanley Dean Witter April 2004 - July 2005
Skills
Sales, Microsoft Office, Project Management, Portfolio Management, Program Management, Strategic Planning, Customer Service, Finance
Education
Penn State University 2000 — 2005
Bachelor’s Degree, Economics and International Business
US Trust March 1994 - Present
Skills
Wealth Management, Private Banking
Education
Rider University 1986 — 1988
Triumph Learning April 2000 - Present
Triumph Learning August 2004 - August 2006
Triumph Learning March 2002 - August 2004
Haights Cross Communications April 2000 - March 2002
US Trust April 1998 - April 2000
Skills
Great Plains Software, Financial Reporting, Financial Accounting, Management, Managerial Finance, Financial Analysis, Accounting, Publishing, FRx, Sarbanes-Oxley Act, Books, SEC filings, Forecasting, Revenue Recognition, GAAP, Accounts Payable
Education
Pace University - Lubin School of Business 1996 — 1999
MBA, Finance & Accounting
Roger Williams University 1990 — 1994
BA, Business Administration
US Trust September 2006 - Present
JP Morgan Chase January 2002 - October 2006
Wachovia, A Wells Fargo Company 1992 - 2001
Union Trust Company 1987 - 1992
Skills
Trusts, Wealth Management, Private Banking, Trust Services, Probate, Estate Planning, Wealth Management..., Investment Management, Investment Advisory, Wealth, Retirement Planning, Alternative Investments, Equities, Series 7, Investment Strategies, Retirement, Estate Tax Planning, Fixed Income, Banking, Trust Management, High Net Worth..., Uniform Combined State..., Investments, Mutual Funds, Securities, Series 63, Asset Allocation, Strategic Financial..., Hedge Funds, Portfolio Management, Asset Management, Estate Administration, Financial Planning, Financial Services
Education
Southern Connecticut State University 1979 — 1981
B.S, Economics
PNC Wealth Management September 2014 - Present
PNC Wealth Management November 2009 - September 2014
US Trust April 2008 - October 2009
BNY Mellon September 2004 - April 2008
Skills
Portfolio Management, Wealth Management, Investment Strategies, Investments, Financial Markets, Asset Allocation, Presentations, Impact Investing, Socially Responsible..., Investment Management, Alternative Investments, Financial Services, Fixed Income, Investment Advisory, Financial Analysis, Equities, Series 7, Securities, Asset Management, Wealth Management..., Mutual Funds
Education
Villanova Business School 2013 — 2015
Master of Business Administration (M.B.A.)
Princeton University 2000 — 2004
Bachelor's Degree
U.S. Bank January 2013 - Present
US Trust January 2004 - January 2013
Charles Schwab 1993 - 2003
Education
St. Cloud State University 1988 — 1992
BS
US Trust 1985 - Present
Monterey Petroleum 1981 - 1985
Education
South Texas College of Law 1971 — 1974
Juris Doctorate, Law
University of North Texas
Bristol County Savings Bank Financial Advisory Services March 2009 - Present
US Trust Bank of America Private Wealth Management 2004 - 2009
US Trust 2004 - 2009
Skills
Negotiation, Corporate Development, Financial Analysis, Public Speaking, Series 7, Investment Advisory, Investments, Wealth Management, Asset Allocation, Real Estate, Business Strategy, Portfolio Management, Credit, Investment Management, Strategic Financial..., Mergers & Acquisitions, Insurance, Market Research, Banking, Due Diligence, Business Development, Strategy, Strategic Planning, Asset Managment, New Business Development, Alternative Investments, Asset Management
Education
Providence College 1968 — 1972
BA and MBA, business
Depository Trust & Clearing Corp October 1999 - April 2005
DEPOSITORY TRUST & CLEARING CORPORATION January 1999 - January 2005
US Trust July 1973 - September 1998
UNIT INVESTMENT TRUST January 1995 - January 1998
JP MORGAN CHASE / UNITED STATES TRUST COMPANY January 1973 - January 1998
United States Trust Company 1973 - 1998
UNIT INVESTMENT TRUST CUSTOMER SERVICES January 1986 - January 1995
UNIT INVESTMENT TRUST January 1983 - January 1986
UNIT INVESTMENT TRUST January 1973 - January 1983
Education
2004 - 2007ST. JOSEPH'S COLLEGE
work; work, Computer Information & Technology; Management and Finance
Saint Peter's University
Lebherz Enterprise October 2004 - Present
US Trust October 2003 - August 2004
Education
Saint Mary's College of California 1999 — 2003
Bank of America Merrill Lynch March 2014 - Present
US Trust February 2013 - March 2014
US Trust February 2012 - January 2013
UBS Investment Bank June 2011 - August 2011
Bank of America Merrill Lynch January 2011 - April 2011
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, Portfolio Management, Corporate Finance, Investments, Management, Accounting
Education
Sacred Heart University 2008 — 2011
Bachelor of Science, Economics and Finance
Peapack Gladstone Bank 2013 - Present
US Trust 1995 - 2013
Rockefeller & Co., Inc. 1992 - 1995
US Army 1987 - 1992
Skills
Portfolio Management, Wealth Management, Asset Allocation, Asset Management, Alternative Investments, Equities, Investments, Fixed Income, Hedge Funds, Investment Strategies, Mutual Funds, Investment Management, Retirement Planning
Education
New York University, Stern School of Business 1995 — 1999
Master of Business Administration (MBA), Finance and International Business
Providence College 1983 — 1987
Bachelor of Arts (BA), Political Science and Public Administration
Southbridge High School
US Trust May 2008 - Present
US Trust, Bank of America Private Wealth Management June 1992 - Present
US Trust 1992 - Present
Merrill Lynch June 1989 - April 1992
Merrill Lynch June 1986 - July 1989
AG Becker July 1977 - February 1981
Skills
Portfolio Management, Due Diligence, Securities, Investments, Finance, Wealth Management, Management, Alternative Investments, Asset Management
Education
Presbyterian College 1970 — 1974
Bachelor of Arts, History and Political Science
US Trust May 2012 - Present
The Maschhoffs March 2010 - May 2012
Education
Southern Illinois University, Edwardsville
Bachelor of Business Administration (BBA)
IMEC (International Medical Equipment Collaborative) January 2012 - Present
Girl Power 2 Cure 2010 - Present
Sotheby's Lehman Mortgage Services 1999 - 2002
IBJ Whitehall 1998 - 1999
US Trust 1996 - 1998
JPMorgan Chase 1995 - 1996
Chemical Bank 1992 - 1995
Skills
12 years of Experience..., 2 years experience as..., 2 years experience as...
Education
Providence College 1988 — 1992
BA, Art History
Rumson Fair Haven Regional High School
US Trust February 2009 - Present
Bank of America Private Wealth Management September 2005 - February 2009
Banc of America Investment Services September 2002 - September 2005
Bank of America January 2001 - September 2002
Bank of America 1997 - 2001
Skills
Certified Financial..., Wealth Management, Asset Allocation, Portfolio Management, Investments, Wealth Management..., Mutual Funds, Asset Managment, Alternative Investments, Private Banking, Retirement Planning, Equities, Strategic Financial..., Banking, Investment Advisory, Asset Management, Finance, Financial Planning, Investment Management
Education
Palm Beach Atlantic University 1998 — 2000
Master of Business Administration (M.B.A.)
Stetson University 1993 — 1995
Bachelor of Business Administration (B.B.A.), Marketing
Siena College 1990 — 1993
N/A, Marketing
US Trust May 2014 - Present
Nashua Capital Management June 2012 - March 2014
TD Wealth Management April 2002 - June 2012
Education
San Francisco State University
Finance
Suffolk County Community College
Liberal Arts and Sciences/Liberal Studies
US Trust
Skills
Portfolio Management, Asset Allocation, Wealth Management, Investments, Alternative Investments, Mutual Funds, Equities, Investment Strategies, Hedge Funds, Investment Management, Wealth Management..., Private Banking, High Net Worth..., ETFs, Options, Financial Services
Education
Salve Regina University 1993 — 1997
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
U.S. Trust January 2015 - Present
US Trust July 2013 - December 2014
U.S. Trust July 2012 - June 2013
U.S. Trust June 2010 - June 2012
Skills
Fixed Income Portfolio..., Fixed Income Strategies, Fixed Income, Fixed Income Analysis, Investment Management, Asset Allocation
Education
San Diego State University-California State University
Bachelor of Arts (BA), Economics
US Trust February 2000 - September 2007
J.P. Morgan 1970 - 2000
Education
St. Francis College 1966 — 1970
Bachelor of Arts (B.A.), Psychology
Nazareth High School
Accident Fund Insurance Company of America November 2005 - Present
Homily Communications September 2003 - August 2005
Jackson National Life May 1996 - February 2003
US Trust September 1981 - September 1995
Education
New School for Social Research 1982 — 1987
Master of Arts (M.A.), Human Resources Mgmt /Concentration in Training and Development
Pratt Institute 1964 — 1968
Bachelor of Science (B.S.), Food Science and Management
Sumitomo Mitsui Trust Bank September 2002 - Present
Mizuho Bank May 2001 - September 2002
US Trust January 2000 - May 2001
Skills
Internal Audit, Risk Management, Information Technology, Compliance BSA/AML, Financial Risk, Business Continuity, Enterprise Risk..., Internal Controls, IT Audit, Risk Assessment, Information Security, COBIT, Operational Risk..., Sarbanes-Oxley Act, CISA, AML, Sarbanes-Oxley, COSO, Operational Risk, ISO 27001, Cisco Technologies, Anti Money Laundering
Education
Pace University 1998 — 2000
Master of Science (MS), Computer Information Systems
Pace University 1995 — 1998
Bachelor's degree, Chemistry