US Trust

Description

U.S. Trust, Bank of America Private Wealth Management was founded in 1853 as the United States Trust Company of New York. It operated independently until 2000, when it was acquired by Charles Schwab, and Co., and subsequently was sold to, and became a subsidiary of, Bank of America in 2007. Acquisition date: 20 November 2006 Parent organizations: Bank of America, Bank of America, National Association Subsidiaries: U.S. Trust Co. of New York,

US Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at US Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.

US Trust Salaries. You can even request information on how much does US Trust pay if you want to. Learn about salaries, pros and cons of working for US Trust directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

1,967 US Trust employees in database. Find out everything there's to know about US Trust employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

US Trust Employees

Employee
Years
Job
Industry
Ryan Hurd Ryan Hurd Greater Los Angeles Area Details
Ryan Hurd's US Trust Experience August 2002 - March 2011
Job Senior Vice President, Regional Manager
Industry Financial Services
Experience
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

Jamye Moore Jamye Moore San Francisco Bay Area Details
Jamye Moore's US Trust Experience June 2000 - Present
Job SVP Client Manager at US Trust
Industry Financial Services
Experience
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

Nick Salim Nick Salim Greater New York City Area Details
Nick Salim's US Trust Experience February 2002 - January 2004
Job Senior IT Business Analyst at Citigroup
Industry Computer Software
Experience
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

Jaron Swartz Jaron Swartz Greater New York City Area Details
Jaron Swartz's US Trust Experience July 2014 - Present
Job Assistant Vice President, Client Sales & Service Officer at U.S. Trust
Industry Banking
Experience
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

Anna Diaz-Schultz, CFP Anna Diaz-Schultz, CFP Greater San Diego Area Details
Anna Diaz-Schultz, CFP's US Trust Experience 2009 - Present
Job Senior Vice President, Private Client Advisor at U.S. Trust
Industry Financial Services
Experience
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

Justin Horton Justin Horton Seattle, Washington Details
Justin Horton's US Trust Experience August 2010 - Present
Job Portfolio Manager Associate at US Trust
Industry Financial Services
Experience
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

Julia Mignone Julia Mignone Greater New York City Area Details
Julia Mignone's US Trust Experience February 2012 - April 2012
Job International Advertising Coordinator at Condé Nast International
Industry Nonprofit Organization Management
Experience
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

Brian Villano Brian Villano Greater New York City Area Details
Brian Villano's US Trust Experience May 2003 - November 2004
Job Trader at MFP Investors, LLC
Industry Investment Management
Experience
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

David Linehan David Linehan Greater Philadelphia Area Details
David Linehan's US Trust Experience January 1998 - September 2007
Job Principal: DJ LINEHAN & CO.
Industry Financial Services
Experience
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

Keith Pettus Keith Pettus Charleston, South Carolina Area Details
Keith Pettus's US Trust Experience December 1998 - Present
Job Portfolio Manager at US Trust
Industry Investment Management
Experience
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

Andy Douglas Andy Douglas Greenville, South Carolina Details
Andy Douglas's US Trust Experience October 2013 - Present
Job Managing Director, Private Client Advisor US Trust and Market President at Bank of America
Industry Financial Services
Experience
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

Matthew C. Weld, CFA, CAIA Matthew C. Weld, CFA, CAIA Providence, Rhode Island Area Details
Matthew C. Weld, CFA, CAIA's US Trust Experience April 2008 - Present
Job Market Investment Director at U.S. Trust
Industry Financial Services
Experience
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

Glenn Thomas, Jr. Glenn Thomas, Jr. Bethlehem, Pennsylvania Details
Glenn Thomas, Jr.'s US Trust Experience August 2011 - November 2014
Job Managing Director, Private Client Wealth Services, MFP Strategies
Industry Financial Services
Experience
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

Charles Wind Charles Wind Brightwaters, New York Details
Charles Wind's US Trust Experience September 1996 - October 2004
Job Director, Benefits at E*TRADE
Industry Retail
Experience
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

Chris Caruso Chris Caruso Orange County, California Area Details
Chris Caruso's US Trust Experience February 2007 - May 2010
Job Investment Advisor at Glovista Investments LLC
Industry Financial Services
Experience
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

Tyler Bartlett, ChFC, CFP® Tyler Bartlett, ChFC, CFP® Greater Seattle Area Details
Tyler Bartlett, ChFC, CFP®'s US Trust Experience January 2004 - March 2006
Job Financial Advisor at Merriman
Industry Investment Management
Experience
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

Carl Terzer Carl Terzer Greater New York City Area Details
Carl Terzer's US Trust Experience 1987 - 1994
Job Principal at CapVisor Associates, LLC
Industry Investment Management
Experience
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

Carolyn McFadden Carolyn McFadden Greater New York City Area Details
Carolyn McFadden's US Trust Experience July 1985 - November 1989
Job Global Marketing Manager at Bloomberg LP
Industry Financial Services
Experience
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

Moya Elliot Moya Elliot Portland, Maine Area Details
Moya Elliot's US Trust Experience April 2003 - Present
Job Senior Vice President & Senior Trust Officer at US Trust
Industry Financial Services
Experience
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

Matt Marlott Matt Marlott New York, New York Details
Matt Marlott's US Trust Experience June 2012 - July 2014
Job Associate Program Officer, The Leona M. and Harry B. Helmsley Charitable Trust
Industry Philanthropy
Experience
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

Tej Bindra Tej Bindra San Francisco, California Details
Tej Bindra's US Trust Experience June 2007 - May 2010
Job Client Success Manager at Doximity
Industry Financial Services
Experience
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

Rusty Whalen Rusty Whalen Greater New York City Area Details
Rusty Whalen's US Trust Experience January 1992 - February 1997
Job Financial Services Professional
Industry Financial Services
Experience
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

Robert E. Pirri, Esq. Robert E. Pirri, Esq. Providence, Rhode Island Area Details
Robert E. Pirri, Esq.'s US Trust Experience April 2011 - Present
Job SENIOR VICE PRESIDENT National Fiduciary Philanthropic Manager at US Trust
Industry Financial Services
Experience
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

Mirembe Francis Mirembe Francis San Francisco Bay Area Details
Mirembe Francis's US Trust Experience June 2007 - Present
Job Product Client Services Marketing Manager w/Expertise in Cross Functional & Leadership | Open to Networking
Industry Financial Services
Experience
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

David Cross David Cross Orlando, Florida Area Details
David Cross's US Trust Experience September 2003 - Present
Job Senior Vice President / Private Client Advisor at US Trust
Industry Financial Services
Experience
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

Jennifer Sweeney Jennifer Sweeney Greater New York City Area Details
Jennifer Sweeney's US Trust Experience February 2015 - Present
Job Assistant Vice President
Industry Financial Services
Experience
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

Carl Terzer Carl Terzer Greater New York City Area Details
Carl Terzer's US Trust Experience September 1988 - December 1995
Job Principal at CapVisor Associates, LLC
Industry Investment Management
Experience
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

Patrick J. Murphy Patrick J. Murphy Greater New York City Area Details
Patrick J. Murphy's US Trust Experience August 2005 - June 2011
Job Private Client Manager at US Trust
Industry Financial Services
Experience
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

Betsy Maness Betsy Maness San Francisco Bay Area Details
Betsy Maness's US Trust Experience 2005 - 2007
Job Financial Administrator
Industry Financial Services
Experience
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!!

Kevin Zackman Kevin Zackman Greater Philadelphia Area Details
Kevin Zackman's US Trust Experience 2005 - 2006
Job Chief Strategy Officer (CSO) at Altibase
Industry Information Technology and Services
Experience
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

Alissa DiCocco Alissa DiCocco Orlando, Florida Details
Alissa DiCocco's US Trust Experience June 2003 - April 2004
Job Coordinator at Walt Disney World
Industry Executive Office
Experience
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

Bill Staats Bill Staats United States Details
Bill Staats's US Trust Experience 2002 - Present
Job Managing Director
Industry Financial Services
Experience
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

Danielle Nau Danielle Nau Greater Los Angeles Area Details
Danielle Nau's US Trust Experience February 2001 - January 2002
Job Principal Custodian Supervisor at UCLA
Industry Hospital & Health Care
Experience
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

Jennifer Simoneau, Esq. Jennifer Simoneau, Esq. Greater Boston Area Details
Jennifer Simoneau, Esq.'s US Trust Experience 2012 - December 2014
Job Legal professional at Santànder Bank
Industry Law Practice
Experience
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

Dan Duke Dan Duke Greater Seattle Area Details
Dan Duke's US Trust Experience October 2010 - Present
Job Managing Director, Market Executive at US Trust
Industry Financial Services
Experience
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

Lily Yao Lily Yao Greater New York City Area Details
Lily Yao's US Trust Experience September 2005 - December 2006
Job HIM EDM Coordinator
Industry Hospital & Health Care
Experience
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

Robert Gold Robert Gold Greater New York City Area Details
Robert Gold's US Trust Experience May 1987 - April 1989
Job Senior Healthcare Analyst at Bloomberg
Industry Financial Services
Experience
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

Laurie Benson Laurie Benson Worcester, Massachusetts Details
Laurie Benson's US Trust Experience 1985 - 1988
Job VP, Retail Market Manager II at TD Bank
Industry Banking
Experience
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

Adrian Springer Adrian Springer Greater Boston Area Details
Adrian Springer's US Trust Experience November 2012 - Present
Job Client Sales & Service Officer at US Trust
Industry Banking
Experience
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

Richard Speicher Richard Speicher Greater New York City Area Details
Richard Speicher's US Trust Experience April 2004 - October 2006
Job Director of Client Management Third Party Relationships
Industry Financial Services
Experience
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

Christine Armstrong Christine Armstrong Greater Boston Area Details
Christine Armstrong's US Trust Experience 1990 - 1995
Job Building Inspired Brands + Creating Connected Consumer Experiences = Profitable Growth
Industry Marketing and Advertising
Experience
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

Karen Reynolds Sharkey Karen Reynolds Sharkey Greater New York City Area Details
Karen Reynolds Sharkey's US Trust Experience 2010 - Present
Job Managing Director at US Trust
Industry Financial Services
Experience
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

Max Jean Max Jean New York, New York Details
Max Jean's US Trust Experience November 2010 - December 2014
Job Sr. Compensation Analyst at Citi
Industry Financial Services
Experience
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

Mark Cross Powers Mark Cross Powers Greater Boston Area Details
Mark Cross Powers's US Trust Experience March 2006 - October 2012
Job Senior Vice President at People's United Bank
Industry Financial Services
Experience
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

Erika L. Demetriou Erika L. Demetriou Greater Philadelphia Area Details
Erika L. Demetriou's US Trust Experience November 2002 - July 2009
Job Operations Associate at Threshold Group
Industry Investment Management
Experience
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

Maryellen Martinelli Maryellen Martinelli Greater New York City Area Details
Maryellen Martinelli's US Trust Experience 1990 - 1994
Job
Industry Financial Services
Experience
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

Stella Schirripa Stella Schirripa Greater New York City Area Details
Stella Schirripa's US Trust Experience February 2014 - Present
Job SVP, Specialty Asset Manager at US Trust
Industry Banking
Experience
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

Christianne Lauria Christianne Lauria Houston, Texas Area Details
Christianne Lauria's US Trust Experience August 2010 - June 2011
Job Recent MBA Graduate seeking gainful employment in the greater Houston area
Industry Financial Services
Experience
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

Matilde Licata Matilde Licata Greater San Diego Area Details
Matilde Licata's US Trust Experience 2010 - 2012
Job Executive Assistant
Industry Financial Services
Experience
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

Rod Riggins, CFA Rod Riggins, CFA Dallas/Fort Worth Area Details
Rod Riggins, CFA's US Trust Experience September 1989 - September 2011
Job Advisor Relations at The Dallas Foundation
Industry Financial Services
Experience
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

David Bausman, CFP® David Bausman, CFP® San Francisco Bay Area Details
David Bausman, CFP®'s US Trust Experience March 1998 - February 2001
Job Principal at Bessemer Trust
Industry Financial Services
Experience
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

Chris Hurst Chris Hurst San Francisco Bay Area Details
Chris Hurst's US Trust Experience June 1998 - May 1999
Job Vice President, Operations at The North Face
Industry Apparel & Fashion
Experience
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

Sela E. Finau Sela E. Finau Dallas/Fort Worth Area Details
Sela E. Finau's US Trust Experience January 1998 - August 1998
Job Pastor at The United Methodist Church
Industry Religious Institutions
Experience
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

Terri McCann Terri McCann Greater Minneapolis-St. Paul Area Details
Terri McCann's US Trust Experience March 1994 - November 2007
Job at US Bank
Industry Financial Services
Experience
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

Diana Cassetta-Perez Diana Cassetta-Perez Greater New York City Area Details
Diana Cassetta-Perez's US Trust Experience January 2006 - January 2007
Job Office Manager/Marketing Coordinator
Industry Civil Engineering
Experience
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

Anne Hennessy, CAP® Anne Hennessy, CAP® Greater New York City Area Details
Anne Hennessy, CAP®'s US Trust Experience October 2008 - Present
Job Vice President, Senior Philanthropic Relationship Manager at US Trust
Industry Philanthropy
Experience
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.)

Joe Werner Joe Werner San Francisco Bay Area Details
Joe Werner's US Trust Experience 2004 - 2005
Job Director at SVB Financial Group
Industry Venture Capital & Private Equity
Experience
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

Peter Brzycki Peter Brzycki Greater Los Angeles Area Details
Peter Brzycki's US Trust Experience February 1999 - June 2001
Job Management Consultant
Industry Management Consulting
Experience
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

Sheila Traub Sheila Traub Greater New York City Area Details
Sheila Traub's US Trust Experience October 1992 - March 2004
Job Writer, Editor, NonProfit Strategist; Former Wealth Management Executive
Industry Writing and Editing
Experience
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

David Haskins David Haskins Miami/Fort Lauderdale Area Details
David Haskins's US Trust Experience September 2010 - Present
Job Senior Vice President, Market Trust Director at US Trust
Industry Banking
Experience
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

Kamal Suppal, CFA Kamal Suppal, CFA Greater Boston Area Details
Kamal Suppal, CFA's US Trust Experience 2005 - 2009
Job Senior Research Consultant, Hedge Funds at NEPC
Industry Investment Management
Experience
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

Ingrid Hsia Ingrid Hsia San Francisco Bay Area Details
Ingrid Hsia's US Trust Experience May 2011 - Present
Job SVP, Wealth Strategist at US Trust
Industry Law Practice
Experience
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

Kathy Healy Kathy Healy Greater New York City Area Details
Kathy Healy's US Trust Experience 1998 - 2000
Job Auditor at News Corp
Industry Entertainment
Experience
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

Jodi Koo Sabin Jodi Koo Sabin Greater New York City Area Details
Jodi Koo Sabin's US Trust Experience May 2001 - July 2007
Job Data Analyst at Teach For America
Industry Financial Services
Experience
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

Craig Fasano Craig Fasano Greater New York City Area Details
Craig Fasano's US Trust Experience 1999 - 2003
Job Managing Director Sontag Advisory LLC
Industry Investment Management
Experience
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

Suzanne Nuzzi Suzanne Nuzzi Greater Los Angeles Area Details
Suzanne Nuzzi's US Trust Experience 2000 - 2004
Job Professional Realtor at Dilbeck Real Estate
Industry Accounting
Experience
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

Sheilene Snipes Sheilene Snipes Greater New York City Area Details
Sheilene Snipes's US Trust Experience February 2000 - January 2006
Job Consultant at Bottom Line Consulting Group
Industry Management Consulting
Experience
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

Samantha Moulin Samantha Moulin Ossining, New York Details
Samantha Moulin's US Trust Experience 2005 - 2006
Job Conference Planner at Dolce International @ GE Crotonville
Industry Hospitality
Experience
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

Joan Allman Joan Allman Greater New York City Area Details
Joan Allman's US Trust Experience October 1987 - November 1993
Job Managing Director at Ambac
Industry Insurance
Experience
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

Julia McDonald Setola Julia McDonald Setola Greater New York City Area Details
Julia McDonald Setola's US Trust Experience August 1995 - September 1999
Job Tax Manager at SaxBST
Industry Accounting
Experience
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

Christopher Grau Christopher Grau Greater New York City Area Details
Christopher Grau's US Trust Experience July 2000 - September 2006
Job Decision Support Manager at Knowledgepoint360
Industry Pharmaceuticals
Experience
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

Dorothy Oertel-Albright Dorothy Oertel-Albright Greater New York City Area Details
Dorothy Oertel-Albright's US Trust Experience March 1989 - Present
Job Managing Director U.S. Trust Company
Industry Banking
Experience
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

Susie Dwinell Susie Dwinell Palm Beach, Florida Details
Susie Dwinell's US Trust Experience May 2005 - June 2007
Job Executive Director
Industry Insurance
Experience
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

Rob Werremeyer Rob Werremeyer Greater St. Louis Area Details
Rob Werremeyer's US Trust Experience November 2007 - Present
Job Market Investment Director / Senior Vice President
Industry Investment Management
Experience
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

Richard Czarnec Richard Czarnec Greater Boston Area Details
Richard Czarnec's US Trust Experience March 2007 - August 2008
Job AVP Regulatory Reporting at TD
Industry Financial Services
Experience
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.

Denise (Oliver) Lombardino Denise (Oliver) Lombardino Greater New York City Area Details
Denise (Oliver) Lombardino's US Trust Experience June 2000 - March 2003
Job AVPFinance
Industry Financial Services
Experience
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

Michael Duval Michael Duval Greater Boston Area Details
Michael Duval's US Trust Experience 1993 - 1999
Job Commercial Loan Officer at North Middlesex Savings Bank
Industry Banking
Experience
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

Betty Balseca-Salgado Betty Balseca-Salgado Indianapolis, Indiana Area Details
Betty Balseca-Salgado's US Trust Experience July 2001 - February 2003
Job Residential Realtor at Liberty Real Estate LLC
Industry Financial Services
Experience
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

Elizabeth Klimuc Elizabeth Klimuc West Palm Beach, Florida Area Details
Elizabeth Klimuc's US Trust Experience March 2012 - Present
Job Portfolio Management Assistant at US Trust
Industry Banking
Experience
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

Virgie Wilson Virgie Wilson Greater Detroit Area Details
Virgie Wilson's US Trust Experience November 2000 - October 2001
Job Program Administrator at GP Strategies Corporation
Industry Professional Training & Coaching
Experience
GP Strategies Corporation  April 2011 - Present
Bank of America  February 2002 - February 2009
US Trust   November 2000 - October 2001

Education
Saginaw Valley State University

Mary Ishman Mary Ishman Greater Atlanta Area Details
Mary Ishman's US Trust Experience March 1979 - July 1995
Job Accounting Consultant
Industry Accounting
Experience
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

Phil Jamison Phil Jamison Greater New York City Area Details
Phil Jamison's US Trust Experience May 2010 - Present
Job Portfolio Manager at US Trust
Industry Research
Experience
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

Robert Kendrick Robert Kendrick Greater New York City Area Details
Robert Kendrick's US Trust Experience 1977 - 1980
Job Vice President at Citibank
Industry Banking
Experience
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

Gene Labonia Gene Labonia Greater New York City Area Details
Gene Labonia's US Trust Experience August 2006 - August 2008
Job Senior Manager at Macquarie Group
Industry Financial Services
Experience
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

Nelson Flores Nelson Flores Greater Boston Area Details
Nelson Flores's US Trust Experience December 2012 - Present
Job AVP Investor Support Specialist, Institutional Investments at US Trust
Industry Financial Services
Experience
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

Carol Strickland Carol Strickland Greater New York City Area Details
Carol Strickland's US Trust Experience 1976 - 2007
Job CAOEverPower Wind Holdings
Industry Renewables & Environment
Experience
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

Greg Downs, CFA Greg Downs, CFA West Palm Beach, Florida Area Details
Greg Downs, CFA's US Trust Experience October 2012 - Present
Job Vice President, Portfolio Manager at US Trust
Industry Investment Management
Experience
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

Jim Paladino Jim Paladino Greater New York City Area Details
Jim Paladino's US Trust Experience October 1999 - May 2008
Job
Industry Financial Services
Experience
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

Donna Nicosia Donna Nicosia Charlotte, North Carolina Area Details
Donna Nicosia's US Trust Experience May 2010 - Present
Job VP Business Support Manager at US Trust
Industry Financial Services
Experience
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

Pat Brennan Pat Brennan Greater New York City Area Details
Pat Brennan's US Trust Experience June 1973 - June 1976
Job SVP at Wells Fargo
Industry Financial Services
Experience
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

Diane Babich Diane Babich Greater New York City Area Details
Diane Babich's US Trust Experience July 1988 - September 1995
Job Director at The Depository Trust & Clearing Corporation
Industry Financial Services
Experience
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

James Halprin James Halprin Greater New York City Area Details
James Halprin's US Trust Experience 1994 - 1997
Job HLK Asset Management (A Member of Advisory Services Network LLC)
Industry Financial Services
Experience
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

Vlad Uchenik Vlad Uchenik Greater New York City Area Details
Vlad Uchenik's US Trust Experience November 2003 - May 2005
Job CEO/CCO at Sageworks Capital, Inc.
Industry Financial Services
Experience
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

Bill Staats Bill Staats Greater New York City Area Details
Bill Staats's US Trust Experience April 2002 - Present
Job Senior Vice President, Private Client Advisor at US Trust Private Wealth Management
Industry Banking
Experience
US Trust   April 2002 - Present

Education
Seton Hall University   1972 — 1976

Fritz Kreimer Fritz Kreimer Greensboro/Winston-Salem, North Carolina Area Details
Fritz Kreimer's US Trust Experience July 2007 - Present
Job Portfolio Manager at US Trust
Industry Investment Management
Experience
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

Donald MacIntyre Donald MacIntyre Landrum, South Carolina Details
Donald MacIntyre's US Trust Experience February 2008 - July 2008
Job Management / Financial Services Professional
Industry Financial Services
Experience
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

Josh Cumberland Josh Cumberland Greater Philadelphia Area Details
Josh Cumberland's US Trust Experience October 2012 - Present
Job Investment Strategist at US Trust
Industry Financial Services
Experience
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

Bruce Borkowski Bruce Borkowski Greater New York City Area Details
Bruce Borkowski's US Trust Experience 1989 - September 1995
Job VP Technology PM at BNYMellon
Industry Financial Services
Experience
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

Amit Sahoo Amit Sahoo Greater New York City Area Details
Amit Sahoo's US Trust Experience June 2006 - September 2006
Job Consulting for Alternative Investments department at a major bank
Industry Financial Services
Experience
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

Vidya Singh Vidya Singh Greater New York City Area Details
Vidya Singh's US Trust Experience February 1989 - February 1995
Job Document Specialist
Industry Financial Services
Experience
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

Kathleen Owens-Bechtold Kathleen Owens-Bechtold Greater Boston Area Details
Kathleen Owens-Bechtold's US Trust Experience December 1996 - Present
Job Portfolio Manager Associate
Industry Financial Services
Experience
US Trust   December 1996 - Present

Skills
Wealth Management

Education
Saint Mary's College of California   1990 — 1994

Flintridge Sacred Heart Academy   1986 — 1990

Christopher Lavin Christopher Lavin Greater New York City Area Details
Christopher Lavin's US Trust Experience July 1985 - September 1995
Job Managing Principal at The CGL Consulting Group, LLC
Industry Financial Services
Experience
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

Lourdes Del Col Lourdes Del Col Greater New York City Area Details
Lourdes Del Col's US Trust Experience January 2005 - July 2007
Job Vice President at Barclays Capital
Industry Financial Services
Experience
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

Gordon Brooks Gordon Brooks Cathedral City, California Details
Gordon Brooks's US Trust Experience July 1976 - December 1979
Job President at Diversified Stochastic Investments
Industry Financial Services
Experience
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

Elliot Kravitz Elliot Kravitz Greater New York City Area Details
Elliot Kravitz's US Trust Experience October 2006 - Present
Job Senior Vice President at US Trust
Industry Financial Services
Experience
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

Kaia. Emerick Kaia. Emerick Baltimore, Maryland Area Details
Kaia. Emerick's US Trust Experience February 2014 - Present
Job Asst Vice President at US Trust
Industry Financial Services
Experience
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

Chris Kavanagh Chris Kavanagh Greater New York City Area Details
Chris Kavanagh's US Trust Experience June 2004 - October 2012
Job First Vice President Director of Trust Services at Valley National Bank
Industry Financial Services
Experience
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

Kris Hanberry Kris Hanberry Dallas/Fort Worth Area Details
Kris Hanberry's US Trust Experience November 2012 - Present
Job Portfolio Manager Associate at US Trust
Industry Financial Services
Experience
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

Vera Stern Vera Stern Greater New York City Area Details
Vera Stern's US Trust Experience June 2006 - September 2007
Job Corporate Secretary's Department at Prudential Financial
Industry Legal Services
Experience
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

David Polansky David Polansky Greater New York City Area Details
David Polansky's US Trust Experience January 2008 - March 2009
Job Experienced Sales Management Executive
Industry Financial Services
Experience
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

Judith Cranna, CFA Judith Cranna, CFA Greater Boston Area Details
Judith Cranna, CFA's US Trust Experience May 2005 - October 2007
Job Vice President at Eaton Vance
Industry Financial Services
Experience
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

Michael Zingale Michael Zingale Providence, Rhode Island Area Details
Michael Zingale's US Trust Experience September 2014 - Present
Job AVP, Business Support Manager at U.S. Trust
Industry Financial Services
Experience
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

Brant Walker Brant Walker Hartford, Connecticut Area Details
Brant Walker's US Trust Experience 1997 - 2007
Job Vice President at ARIA Investment Associates
Industry Investment Management
Experience
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

Daniel Colbourn Daniel Colbourn Greater New York City Area Details
Daniel Colbourn's US Trust Experience February 2000 - March 2001
Job Computer Instructor at Economic Opportunity Commission of Nassau County, Inc.
Industry Computer Software
Experience
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

Ann Kennedy Fulco Ann Kennedy Fulco Hartford, Connecticut Area Details
Ann Kennedy Fulco's US Trust Experience March 2003 - Present
Job Market Trust Director at US Trust
Industry Financial Services
Experience
US Trust   March 2003 - Present

Education
St. Joseph's University

Temple University - James E. Beasley School of Law
J.D.

Justin Hugh Justin Hugh Fresh Meadows, New York Details
Justin Hugh's US Trust Experience 1994 - 1997
Job Senior BA/PM
Industry Information Technology and Services
Experience
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

Russell Petsche Russell Petsche Baltimore, Maryland Area Details
Russell Petsche's US Trust Experience August 2007 - August 2009
Job Investment Management Professional
Industry Investment Management
Experience
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

Mary Ann McCloughan Mary Ann McCloughan Greater New York City Area Details
Mary Ann McCloughan's US Trust Experience March 1994 - Present
Job Vice President at US Trust
Industry Financial Services
Experience
US Trust   March 1994 - Present

Skills
Wealth Management, Private Banking

Education
Rider University   1986 — 1988

Melissa Fego Melissa Fego Greater New York City Area Details
Melissa Fego's US Trust Experience April 1998 - April 2000
Job VP Controller at Triumph Learning
Industry Publishing
Experience
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

James Puzzo James Puzzo New Haven, Connecticut Details
James Puzzo's US Trust Experience September 2006 - Present
Job Vice President, US Trust
Industry Financial Services
Experience
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

Bruce Self, CFA Bruce Self, CFA Greater Philadelphia Area Details
Bruce Self, CFA's US Trust Experience April 2008 - October 2009
Job Senior Vice President, Wealth Director at PNC Wealth Management
Industry Financial Services
Experience
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

John Ostrand, CFP®, CTFA, CAP® John Ostrand, CFP®, CTFA, CAP® Greater Minneapolis-St. Paul Area Details
John Ostrand, CFP®, CTFA, CAP®'s US Trust Experience January 2004 - January 2013
Job Vice President at The Private Client Reserve with U.S. Bank
Industry Financial Services
Experience
U.S. Bank   January 2013 - Present
US Trust   January 2004 - January 2013
Charles Schwab  1993 - 2003

Education
St. Cloud State University   1988 — 1992
BS

Kin Pier Kin Pier Dallas/Fort Worth Area Details
Kin Pier's US Trust Experience 1985 - Present
Job Regional Manager Trust Oil and Gas at US Trust
Industry Financial Services
Experience
US Trust   1985 - Present
Monterey Petroleum   1981 - 1985

Education
South Texas College of Law   1971 — 1974
Juris Doctorate, Law

University of North Texas

Paul Lenahan, CFP Paul Lenahan, CFP Providence, Rhode Island Area Details
Paul Lenahan, CFP's US Trust Experience 2004 - 2009
Job Executive Vice President at Bristol County Savings Bank Financial Advisory Services
Industry Investment Management
Experience
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

Dennis Jengo Dennis Jengo Greater New York City Area Details
Dennis Jengo's US Trust Experience July 1973 - September 1998
Job Financial Services Professional
Industry Financial Services
Experience
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

Regan Musgrave Regan Musgrave San Francisco Bay Area Details
Regan Musgrave's US Trust Experience October 2003 - August 2004
Job Manager at Lebherz Enterprise
Industry Real Estate
Experience
Lebherz Enterprise   October 2004 - Present
US Trust   October 2003 - August 2004

Education
Saint Mary's College of California   1999 — 2003

James Calcado James Calcado Greater New York City Area Details
James Calcado's US Trust Experience February 2013 - March 2014
Job Assistant Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Glen Corbitt Glen Corbitt Greater New York City Area Details
Glen Corbitt's US Trust Experience 1995 - 2013
Job Portfolio Manager at Peapack Gladstone Bank
Industry Financial Services
Experience
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

Paul Trippe Paul Trippe Columbia, South Carolina Details
Paul Trippe's US Trust Experience May 2008 - Present
Job Managing Director & Regional Investment Executive, US Trust
Industry Financial Services
Experience
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

Andy Shubert Andy Shubert Saint Louis, Missouri Details
Andy Shubert's US Trust Experience May 2012 - Present
Job Vice President; Specialty Asset Management Farm and Ranch
Industry Farming
Experience
US Trust   May 2012 - Present
The Maschhoffs  March 2010 - May 2012

Education
Southern Illinois University, Edwardsville
Bachelor of Business Administration (BBA)

Laura Labbate Laura Labbate Croton On Hudson, New York Details
Laura Labbate's US Trust Experience 1996 - 1998
Job Treasurer, Board of Trustees at Girl Power 2 Cure
Industry Nonprofit Organization Management
Experience
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

Joseph Scarpinato, CFP® Joseph Scarpinato, CFP® Kennesaw, Georgia Details
Joseph Scarpinato, CFP®'s US Trust Experience February 2009 - Present
Job SVP Portfolio Manager at US Trust
Industry Financial Services
Experience
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

Heidi Moffitt Heidi Moffitt Greater Boston Area Details
Heidi Moffitt's US Trust Experience May 2014 - Present
Job Portfolio Management Assistant at US Trust
Industry Financial Services
Experience
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

John Cuneo John Cuneo New York, New York Details
John Cuneo's US Trust Experience
Job Portfolio Manager at US Trust
Industry Financial Services
Experience
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

Justin J. Nahoul Justin J. Nahoul Orange County, California Area Details
Justin J. Nahoul's US Trust Experience January 2015 - Present
Job Fixed Income Portfolio Manager at U.S. Trust
Industry Investment Management
Experience
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

Peter J. Costanzo Peter J. Costanzo Short Hills, New Jersey Details
Peter J. Costanzo's US Trust Experience February 2000 - September 2007
Job Financial Services Professional
Industry Financial Services
Experience
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

Nanette Morel Nanette Morel Lansing, Michigan Details
Nanette Morel's US Trust Experience September 1981 - September 1995
Job Training Specialist II at Accident Fund Insurance Company of America
Industry Insurance
Experience
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

Max Vovchenko Max Vovchenko Hoboken, New Jersey Details
Max Vovchenko's US Trust Experience January 2000 - May 2001
Job VP Internal Audit at Sumitomo Mitsui Trust Bank
Industry Banking
Experience
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

Select page

1 2 3 4 5 6 7 8 9 10 11 12 13 14