US Trust
U.S. Trust, Bank of America Private Wealth Management was founded in 1853 as the United States Trust Company of New York. It operated independently until 2000, when it was acquired by Charles Schwab, and Co., and subsequently was sold to, and became a subsidiary of, Bank of America in 2007. Acquisition date: 20 November 2006 Parent organizations: Bank of America, Bank of America, National Association Subsidiaries: U.S. Trust Co. of New York,
US Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at US Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
US Trust Salaries. You can even request information on how much does US Trust pay if you want to. Learn about salaries, pros and cons of working for US Trust directly from the past employees.
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
BNY Mellon Wealth Management December 2014 - Present
Kingsley Gate, Inc. September 2013 - December 2014
US Trust March 2012 - September 2013
Bernstein Global Wealth Management 2004 - 2012
AlphaGraphics 1996 - 2005
Sodexo 1997 - 2000
Nortel Networks 1994 - 1997
Electronic Data Systems 1988 - 1994
Skills
Investments, Alternative Investments, Portfolio Management, Finance, Estate Planning, Investment Strategies, Corporate Finance, Retirement, Asset Managment, Asset Management
Education
University of Oklahoma 1986 — 1988
Bachelor of Science (BS), Finance
The University of Texas at Austin 1984 — 1985
Holland Hall School, Tulsa Oklahoma
BNY Mellon Wealth Management September 2014 - Present
PNC Wealth Management October 2012 - August 2014
Morgan Stanley Smith Barney November 2010 - October 2012
Carolyn Simon Interiors July 2004 - October 2010
US Trust January 1998 - January 2000
Citibank February 1993 - February 1996
Fiduciary Trust Company 1989 - 1992
Skills
Wealth Management, Strategic Financial..., Investment Advisory, Asset Managment, Investment Strategies, Series 63, Series 7, Portfolio Management, Hedge Funds, Alternative Investments, Asset Allocation, Equities, Asset Management, Finance, Investments, Mutual Funds, Retirement Planning, Financial Planning, High Net Worth..., Wealth, Management, Financial Services, Securities, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1993 — 2000
MBA, FINANCE AND MARKETING
The George Washington University 1983 — 1987
B.A., International Affairs
Walt Whitman High School
Wells Fargo July 2015 - Present
Wells Fargo March 2014 - July 2015
US Trust November 2011 - March 2014
The Cromeens Law Firm February 2011 - November 2011
McDonald Worley Attorneys at Law 2009 - June 2011
The Lucario Law Firm May 2009 - February 2011
Smith Barney July 2008 - January 2009
Boatwright & Hamilton 2007 - 2008
Austin Bar Association 2004 - 2004
Skills
Trusts, Estate Planning, Litigation, Legal Writing, Legal Research, Mediation, Wills, Courts, Commercial Litigation, Family Law, Wealth Management, Westlaw, Corporate Law, Civil Litigation, High Net Worth..., Asset Management, Trials, Management
Education
Texas Tech University School of Law 2005 — 2008
JD/MBA, Law, General Business
The University of Texas at Austin 2000 — 2004
BS, Radio-Television-Film
Compass Capital Management April 2014 - Present
Merrill Lynch December 2007 - March 2014
US Trust October 2006 - December 2007
Piper Jaffray September 2005 - August 2006
Skills
Hedge Funds, Private Equity, Real Estate, Real Assets, Business Development, Equities, Alternative Investments, FINRA, Asset Allocation, Financial Services, Relationship Management, Asset Management, Fixed Income, Portfolio Management, Series 7, Asset, Mutual Funds, Finance, Investments
Education
Union College 2001 — 2005
B.A., History
BBVA Compass September 2012 - Present
US Trust April 2002 - September 2012
Bank of America 2002 - 2003
Bank of America 2002 - 2003
Bank of America 2002 - 2003
First Union National Bank May 1996 - March 2001
First Union National Bank June 1991 - May 1996
First Union National Bank July 1990 - July 1991
Skills
Wealth Management, Loans, Banking, Asset Management, Credit, Small Business Lending, Commercial Lending, Commercial Banking, Strategic Financial..., High Net Worth..., Series 7, Wealth, Private Banking, Portfolio Management, Spanish-English, Credit Analysis, Risk Management, Financial Advisory, Finance, Series 63, Trust Services, Wealth Management..., Life Insurance, Health Insurance, Variable Annuities, Financial Planning
Education
University of Central Florida 1987 — 1990
Bachelor's degree, Accounting and Finance
Forest Lake Academy 1981 — 1984
First Union
Macaroni Kid February 2009 - Present
Fordham Law School August 2010 - May 2011
New York Law School August 2009 - May 2010
MacAndrews & Forbes September 2007 - February 2009
US Trust November 2004 - August 2007
Morvillo Abramowitz Grand Iason & Anello PC July 2002 - November 2004
Sidley Austin LLP October 1998 - May 2001
Skills
Social Media, Online Publishing, Writing, Legal, Editorial, Blogging, Litigation, Publishing, Advertising Sales, Content Management, Marketing, Teaching, Marketing Communications, Attorneys, Online Advertising, New Media, Brand Ambassadors, Multimedia Marketing..., Facebook, Twitter, Social Media..., Editing, Legal Writing, Travel Writing, Restaurant Reviews
Education
UCLA School of Law 1994 — 1997
Doctor of Law (JD)
University of California, Berkeley 1990 — 1993
Bachelor of Science (BS), Business Administration
US Trust - Private Wealth Management November 2013 - Present
US Trust September 2008 - November 2013
BNY Mellon June 2006 - August 2008
Mellon Financial May 2005 - May 2006
Skills
Wealth Management, Portfolio Management, Asset Allocation, Investments, Asset Managment, High Net Worth..., Investment Management, Investment Advisory, Alternative Investments, Mutual Funds, Fixed Income, Investment Strategies, Equities, Wealth Management..., Financial Markets, Emerging Markets, ETFs, Economics, Hedge Funds, Securities, Financial Services, Strategic Financial..., Retirement Planning, Retirement, Finance, Derivatives, Financial Advisory, Wealth, 401k, Chartered Financial..., Portfolio Optimization, Asset Management, Financial Modeling, Options, Series 7, Valuation
Education
Suffolk University - Sawyer School of Management 2006 — 2008
Master of Business Administration (MBA), Finance
Wheaton College (MA) 2001 — 2005
Bachelor's degree, Economics
U.S. Trust October 2014 - Present
Union Bank, The Private Bank October 2010 - October 2014
US Trust January 2006 - January 2010
Wells Fargo Private Bank January 2000 - January 2006
Skills
Wealth Management, Private Banking, Series 7, Investments, Strategic Financial..., Portfolio Management, Asset Allocation, Trust Services, Asset Management, Series 24, Commercial Banking, Commercial Lending, Investment Management, Securities, Series 63
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.)
University of Washington, Pacific Coast Graduate School of Banking 2012 — 2014
Graduate Studies in Banking
Kennedy Attorneys and Counselors at Law August 2015 - Present
Shaw & Associates October 2014 - August 2015
US Trust August 2012 - October 2014
Bonnie Ericson, Attorney at Law May 2011 - August 2011
106th District Court of Texas June 2010 - August 2010
Rawls College of Business at Texas Tech University August 2008 - May 2009
Skills
Westlaw, Legal Research, Legal Writing, Management, PowerPoint, Public Speaking, Litigation, Research, Microsoft Office, Microsoft Excel, Microsoft Word, Courts, Mediation, Policy Analysis, Public Policy, Trials, Legal Issues, Editing, Outlook, Due Diligence, Estate Planning
Education
Texas Wesleyan University School of Law 2009 — 2012
Juris Doctor (J.D.)
Texas Tech University - Rawls College of Business 2008 — 2009
Master of Business Administration (M.B.A.)
Texas Tech University 2004 — 2007
Bachelor's Degree, Agribusiness
Wells Fargo June 2013 - Present
WestStar Bank February 2013 - May 2013
Merrill Lynch August 2011 - January 2013
Smith, Salley & Associates, LLC July 2007 - April 2008
US Trust April 2002 - November 2005
Bank of America March 1995 - December 2001
Wachovia June 1986 - March 1995
Skills
Investments, Hedge Funds, Alternative Investments, Fixed Income, Asset Allocation, Bloomberg, Equity Research, Investment Strategies, Investment Management, Portfolio Management, Building Relationships, Mutual Funds, Retirement Planning, Estate Planning, Certified Financial..., Personal Financial..., Leadership, Investment Advisory
Education
Vanderbilt University - Owen Graduate School of Management 1984 — 1986
Master of Business Administration (M.B.A.), Accounting and Finance
The University of Texas at Austin 1979 — 1982
Bachelor of Business Administration (BBA), Finance, General
WhaleRock Point partners March 2009 - Present
US Trust March 1992 - March 2009
Fleet Investment Advisors 1992 - 2005
Fleet Bank 1992 - 1999
Skills
Portfolio Management, Asset Allocation, Asset Management, Fixed Income, Equities, Investment Strategies, Wealth Management, Global Asset Allocation, Investment Advisory, ETFs, Portfolio Optimization, Asset Managment, Bonds, Estate Planning, Investment Management, Fly Fishing, Fishing for Striped Bass
Education
Trinity College-Hartford 1967 — 1971
B S, Psychology
Santander Bank, N.A. May 2014 - Present
U.S. Bank September 2012 - May 2014
US Trust June 2011 - September 2012
Bank of America June 2010 - June 2011
Bank of America December 2008 - June 2010
Bank of America March 2008 - December 2008
Skills
Finance, OFAC, KYC, Credit, Anti Money Laundering, Banking, Portfolio Management, Loans, Asset Management, Commercial Banking, Financial Reporting, Due Diligence, Mortgage Banking, Mortgage Lending, Commercial Mortgages, Legal Documentation, Private Banking, Financial Crimes..., Risk Management
Education
Suffolk University 2006 — 2010
Bachelors, Finance
US Trust August 2004 - Present
Merrill Lynch 1995 - 2004
Skills
Credit, Wealth Management, Investments, Finance, Series 7, Small Business, Asset Allocation, High Net Worth..., Management, Mutual Funds
Education
Saint Lawrence University
BA
University of Wisconsin-Madison
Master's degree
JCM Group November 2010 - Present
GrowthMark August 2013 - March 2014
PayPerks November 2011 - February 2013
US Trust November 2010 - November 2011
RLS Capital, Inc. March 2010 - June 2010
One Key April 2008 - August 2008
Elizabeth McKay June 2007 - August 2007
Skills
Business Development, New Business Development, Marketing Strategy, Marketing, Entrepreneurship, Social Media Marketing, Strategy, Strategic Planning, Sales, Business Strategy, Social Media, Event Planning, Real Estate, Investments, Management, Customer Service, Negotiation, Salesforce.com, Small Business, Brand Management, Market Research, Product Development, Competitive Analysis, Account Management, Online Marketing, Integrated Marketing, Strategic Partnerships, Analytics, Budgets, Start-ups, Portfolio Management, Digital Marketing, Direct Marketing, Marketing Communications, Market Analysis, Email Marketing, Selling, Lead Generation, CRM, Product Management, E-commerce, Sales Management, Fundraising
Education
Tulane University - A.B. Freeman School of Business 2005 — 2009
BSM, Legal Studies in Business
Vienna University of Economics and Business 2008 — 2008
Bachelor's degree, Study Abroad Program
The Jackson House 2006 - Present
Image Matters, Inc. 2001 - Present
Carlisle Etcetera, LLC 2004 - 2012
Association of Image Consultants International 2007 - 2009
Magyar Kulkereskedelmi Bank Rt, Budapest Hungary 1993 - 1996
The Bank of New York 1987 - 1991
US Trust 1986 - 1987
Skills
Public Speaking, Personal Shopping, Wardrobe, Etiquette, Body Language, Executive Coaching, Color Analysis, Fashion, Public Relations, Styling, Apparel, Training, Wardrobe Analysis, Social Networking, Dining Etiquette, Motivational Speaking, Entrepreneurship, Business Coaching, Corporate Image, Fashion Design, Marketing, Presentation Coaching
Education
University of California, Los Angeles - The Anderson School of Management 1989 — 1991
MBA, Finance and Entrepreneurship
Yale University 1982 — 1986
Bachelor of Arts (B.A.), American Studies
US Trust April 2009 - Present
First Republic Bank June 2008 - March 2009
Bank of the West October 2000 - June 2008
Wells Fargo October 1998 - October 2000
Philadelphia Phillies 1992 - 1996
Skills
Asset Management, Equities, Wealth Management, Fixed Income, Valuation, Banking, High Net Worth..., Asset Allocation, Portfolio Management, Investments, Investment Management, Alternative Investments, Investment Advisory
Education
Stanford University 1988 — 1992
BA, Economics
CFA Institute
CFA Designation
U.S. Trust March 2014 - Present
US Trust 2011 - March 2014
Merrill Lynch February 2006 - January 2011
Merrill Lynch February 2005 - February 2006
Arrow Employment Agency February 2004 - August 2004
Fabrics 4 Home June 2002 - December 2002
Skills
Microsoft Office, Bloomberg Terminal, Photoshop, Adobe Acrobat, Mutual Funds, Bonds, Equities, Investments, Trading, Research, Series 7, Morningstar, Asset Allocation, Excel, PowerPoint, Fixed Income, Word, Equity Research, Series 63, Bloomberg
Education
State University of New York College at Old Westbury 2006 — 2008
BS, Business Management
The Kennedy Dancers June 2015 - Present
TriNet April 2015 - Present
TriNet January 2014 - March 2015
Ambrose March 2013 - December 2013
Ambrose May 2011 - February 2013
Ambrose May 2010 - April 2011
Ambrose August 2009 - April 2010
S&P Capital IQ September 2007 - July 2009
US Trust June 2006 - August 2006
Zeta Psi Fraternity of North America, Inc. May 2005 - August 2005
Skills
Marketing Strategy, Salesforce.com, Market Research, Business Development, PowerPoint, Integrated Marketing, Digital Marketing, B2B Marketing, Microsoft Excel, Tableau, Microsoft Word, Business Strategy, Social Media Marketing, SEO, SEM, Market Analysis, Competitive Analysis, Blogging, Microsoft CRM, Pricing Strategy, Email Marketing, Lead Generation, Marketing Automation, HubSpot, Lead Scoring, Metrics Reporting, Rebranding, PEO, Lead Nurturing, Strategy
Education
Tulane University - A.B. Freeman School of Business 2003 — 2007
Bachelor of Science in Management, Finance
Northern Highlands Regional High School 1999 — 2003
High School Diploma
US Trust June 2002 - Present
Boston University May 2012 - Present
Northeastern University May 2000 - May 2011
Education
Suffolk University Law School 1995 — 1998
JD, Law
University of Massachusetts, Amherst 1990 — 1994
BA, Political Science and Government
BA/JD
Siguler Guff & Company July 2013 - Present
Paul Capital Partners February 2008 - July 2013
Abbott Capital Management August 2005 - February 2008
US Trust August 2003 - August 2005
Skills
Investor Relations, Private Equity, PowerPoint, Microsoft Excel, Microsoft Word, Alternative Investments
Education
University of Scranton 2012 — 2014
Master of Business Administration (MBA)
University at Albany, SUNY 1999 — 2003
BS, Marketing
US Trust June 2010 - Present
BlackRock 2005 - 2010
US Trust 2004 - 2005
Bear Stearns 2002 - 2004
Credit Suisse 1996 - 2002
US Army 1991 - 1994
Education
Yale School of Management 1994 — 1996
MBA, Finance
United States Military Academy at West Point 1987 — 1991
BS, Systems Engineering
BNY Mellon January 2013 - Present
US Trust October 2011 - Present
Bank of America August 2006 - October 2011
Bank of America 2004 - 2006
TIG First Source 2001 - 2002
Skills
Change Management, Business Process..., Leadership, Strategy, Six Sigma, Banking, Portfolio Management, Risk Management, Process Improvement, Relationship Management, Business Analysis, Financial Analysis
Education
The University of Salford 2002 — 2003
Masters of Business Administration, International Business
University of Houston 1998 — 2000
B.A., Management, Psychology
US Trust November 2012 - Present
UBS Financial Services Inc September 1996 - November 2012
Polo Ralph Lauren September 1988 - June 1995
Education
Sweet Briar College
Bachelor of Arts, English
Wharton School, University of Pennsylvania
Investment Management Growth Program
Old Dominion University - College of Business and Public Administration
Executive Development Center, Professional Financial Planner
Wilmington Trust 2010 - Present
Bank of America 2007 - 2010
US Trust 1993 - 2007
Goldman Sachs 1981 - 1993
Oppenheimer & Co. 1977 - 1979
Education
The University of Chicago Booth School of Business 1979 — 1981
MBA, Finance and Accounting
University of Pennsylvania - The Wharton School 1973 — 1977
B.S. in Economics, Finance
US Trust December 2010 - Present
Wallen's Market June 2004 - November 2010
Janney Montgomery Scott September 2009 - December 2009
Education
St. Joseph's College 2006 — 2010
BA, Business Administration, Concentration in Finance & Minor in Economics
Wells Fargo Wealth Management July 2011 - Present
UBS Investment Bank August 2010 - July 2011
theeventcatalyst November 2007 - August 2010
US Trust March 2005 - November 2007
U.S. Trust, Bank of America Wealth Management 2006 - 2007
TheStreet.com March 2001 - March 2005
Skills
Marketing, Event Management, New Business Development, Strategic Planning, Marketing Communications, Strategy, CRM, Management, Sponsorship, Entertainment, Leadership
Education
Syracuse University 1990 — 1994
Bachelor of Science (BS)
Ten Group September 2014 - Present
US Trust December 2010 - July 2014
Bank of America January 2010 - December 2010
Stanley C. Pollock, CPA January 2009 - April 2009
Bank of America 2006 - 2008
The Kim Insurance Agency November 2004 - June 2006
Skills
High Net Worth..., Private Banking, Superior Client Service, Lines Of Credit, Credit, Siebel, CRM, Microsoft Office, APX, Risk Management, Investments, Data Entry, Management, Account Management, Time Management, Corporate Finance, Teamwork, Accounting, Customer Service, Spreadsheets, Sales, Customer Retention, Relationship Management, Wealth Management, Loans, Client Services
Education
University of California, Berkeley
연세대학교 / Yonsei University
Trust 2009 - 2014
US Trust September 1981 - August 2008
Skills
Asset Managment, Financial Analysis, Banking, Account Reconciliation, Accounts Payable, Financial Accounting, Financial Services, Corporate Finance, Analysis, Capital Markets, Wealth Management, Strategic Financial..., Variance Analysis, Securities, Mutual Funds, Financial Reporting, Financial Modeling, Investments, Cash Management, Budgets, Fixed Income, Asset Management, Risk Management, Financial Risk, Accounting, Equities, Credit, Forecasting, Payments, Portfolio Management, Finance, Managerial Finance, Mergers & Acquisitions, Due Diligence, Process Improvement, Private Equity, Hedge Funds, Alternative Investments, Series 7, Wealth Management..., Bloomberg, Investment Advisory, Loans, Derivatives, Relationship Management, Asset Allocation, Executive Management, Trading, Investment Banking, Options
Education
State University of New York - System 1985 — 1989
BA, Accounting
US Trust September 2012 - August 2015
Charles Schwab Investment Management August 2004 - August 2011
American Century Investments August 1997 - August 2004
Barra April 1993 - August 1997
Lawrence Johnson and Associates 1991 - 1992
Skills
Client Communications, Board Presentations, Investment Strategies, Product Strategy, Product Management, Portfolio Management, Investments, Equities, Alternative Investments, Asset Management, Asset Managment, Wealth Management, Mutual Funds, Asset Allocation
Education
University of California, Berkeley - Walter A. Haas School of Business 1999 — 2001
MBA
University of California, Berkeley 1987 — 1991
AB, Applied Mathematics
US Trust April 2011 - Present
Midwest Philanthropic & Institutional Services at Midwest Trust/FCI July 2008 - April 2011
Merrill Lynch April 1997 - May 2008
Bank of America March 1988 - April 1997
IBM December 1976 - December 1980
Delta Upsilon International Fraternity 1975 - 1976
Skills
Asset Allocation, Investments, Estate Planning, Wealth Management, Series 7, Trust Services, Investment Management, Investment Advisory, Trusts, Strategic Financial..., Wealth Management..., Asset Managment, Retirement, High Net Worth..., Securities, Series 63, Finance, Equities, Philanthropy, Financial Analysis, Portfolio Management, Insurance, Financial Services, Investment Strategies, Financial Advisory, Asset Management, IRAs, Wealth, Banking, Loans, Private Banking, Alternative Investments, Fixed Income, Mutual Funds, Uniform Combined State...
Education
Washburn University School of Law 1980 — 1983
JD
The University of Kansas 1971 — 1975
BA, Communications
Wells Fargo January 2012 - January 2014
Wells Fargo January 2012 - December 2013
Wells Fargo May 2010 - January 2012
Laird Norton Tyee April 2006 - March 2009
US Trust December 1998 - December 2005
Rotary Club of Orchid Island 2001 - 2005
SunTrust Bank October 1995 - December 1998
Skills
Wealth Management, Retirement Planning, Account Management, Performance Improvement, Estate Planning, Event Planning, Fixed Income, Teaching, Securities, Strategic Financial..., Philanthropy, Portfolio Management, Risk Management, Asset Allocation, Wealth, Fundraising, Nonprofits, Series 7, Investments
Education
National Graduate Trust School 2002 — 2004
Graduated with Honors, Trust and Estate Administration
Florida Graduate Trust School 1999 — 2001
Graduated with Honors, Trust & Estate Administration
Syracuse University 1975 — 1979
PhD candidate, Instructional Design, Development and Evaluation
University of Massachusetts, Amherst 1968 — 1970
MS, Human Movement Studies
University of Michigan 1961 — 1965
BS, Physical Education
XO Communications August 2012 - Present
Icahn Enterprises LP January 2006 - Present
Philips Services Corporation January 2008 - July 2010
ING October 2000 - December 2005
US Trust July 1997 - October 2000
The Chase Manhattan Bank July 1995 - June 1997
Skills
Internal Audit, Auditing, Internal Controls, US GAAP, Financial Reporting, Accounting, Risk Assessment, Enterprise Risk..., Sarbanes-Oxley Act, IT Audit, SEC filings, Finance, Sarbanes-Oxley
Education
Saint John's University - Peter J. Tobin College of Business 1996 — 1998
Master of Business Administration, Finance
Saint John's University
Bachelor of Science, Accounting
US Trust 2011 - Present
AllianceBernstein - Bernstein Global Wealth Management, Financial Services/Wealth Management February 2010 - August 2011
Citi-Smith Barney/Citi-Personal Wealth Management, Financial Services/Wealth Management April 2008 - February 2010
Jones Equity Partners, Private Equity June 2006 - March 2008
Skills
Wealth Management, Alternative Investments, Asset Management, Financial Planning, Series 7, Strategic Financial..., Investment Strategies, Investment Management
Education
University of California, Santa Barbara
B.A, Law and Society (Pre-Law) program; Economics
U.S. Trust April 2014 - Present
US Trust October 2012 - March 2014
Costar Group March 2012 - October 2012
CoStar Group July 2011 - October 2012
TD March 2005 - January 2012
Skills
Commercial Real Estate, Sales, Portfolio Management, Salesforce.com, Customer Service, Financial Analysis, Financial Risk, Finance, Investment Portfolio, Equity Research, Fixed Income, Banking, Investments, Asset Management
Education
The Catholic University of America 2007 — 2011
BSBA, Finance
Southington High School 2003 — 2007
US Trust October 1989 - Present
The Hartford 1987 - 1989
Mass Mutual 1984 - 1987
Skills
Comprehensive Wealth...
Education
University of California, Santa Barbara 1977 — 1981
BA, Business Economics
US Trust July 2012 - Present
The College of New Jersey August 2011 - May 2012
The College of New Jersey, Athletic Dept. September 2008 - May 2012
Bank of America Merrill Lynch June 2011 - August 2011
US Trust June 2011 - August 2011
Trenton Steel March 2011 - June 2011
The College of New Jersey August 2009 - May 2011
CME Group January 2011 - March 2011
U.S. Secret Service June 2010 - July 2010
Best Buy October 2007 - May 2008
Skills
Arabic, Personal Finance, Investment Strategies, Options, Cost Efficiency, Morningstar, Bloomberg Terminal, PortView, Excel, Crisis Management, Capital Budgeting, Cultural Diversity, Microsoft Office, Mac OS X
Education
The College of New Jersey 2008 — 2012
Bachelor of Science, International Business, Pre-Law, Arabic & Islamic Studies
U.S. Trust July 2013 - Present
US Trust October 2011 - July 2013
US Trust August 2010 - October 2011
Ecclesia February 2010 - June 2010
Chitty and Miracle LLC June 2009 - September 2009
American Bank of Commerce February 2008 - May 2008
Skills
Discounted Cash Flow..., Linear Regression, Trust Management, Investments, Credit Analysis, Economic Research, Portfolio Management, Asset Allocation, Financial Analysis, Factset, Asset Management, Wealth Management, Asset Managment, Equities, Finance, Due Diligence, Investment Management, Valuation, DCF, Securities, Financial Modeling
Education
University of Illinois at Urbana-Champaign 2008 — 2009
Masters, Finance
Texas Tech University - Rawls College of Business 2003 — 2007
B.B.S. Finance + B.B.S. Economics, Finance and Economics
Northern Trust May 2013 - Present
Bank of Texas March 2012 - April 2013
US Trust March 1999 - December 2011
Sanford C. Bernstein August 1995 - March 1999
Southwest Corporate Federal Credit Union August 1990 - August 1995
Skills
Portfolio Management, Asset Allocation, Tactical Asset..., Comprehensive Wealth..., Investment Management, Finance, Wealth Management, Wealth Management..., Mutual Funds, Investments, Leadership, Wealth, Management, Alternative Investments, Investment Advisory, Asset Management, High Net Worth...
Education
Texas Tech University
MBA
The University of Texas at Austin
BBA, Finance
US Trust, Bank Of America PWM September 2014 - Present
US TRUST May 2013 - September 2014
Bank of America October 2006 - April 2013
Skills
Banking, Risk Management, Retail Banking, Wealth Management..., Wealth Management, High Net Worth..., Private Banking, Trust Services, Event Planning, Retail Sales, Administrative..., Financial Services, Mortgage Lending, Retirement Planning, Equities, Asset Management, Relationship Management, Cross Selling, Loans, Financial Markets, Credit, Consumer Lending, Wealth, Financial Structuring, FX Options, Investment Banking, Investment Management, ETFs, Operational Risk, Loan Origination, Financial Risk, Lines Of Credit, Commercial Lending, Investment Advisory, Mutual Funds, Portfolio Management
Education
Penn Foster
Certified Bridal Consultant/ Event Planner
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Business Administration (BBA), Business and Personal/Financial Services Marketing Operations
Union County College
Business Administration, Management and Operations
Broadway Bank April 2014 - Present
Broadway Bank August 2011 - April 2014
US Trust August 2004 - June 2011
Bexar County Probate Court #2 December 2000 - July 2004
Cauthorn, Hale, Hornberger, Fuller, Sheehan, Becker & Beiter May 1999 - November 2000
Bexar County Probate Court #2 August 1996 - April 1999
Skills
Asset Allocation, Banking, Investments, Loans, Real Estate, Tax, Trusts, Wealth Management...
Education
St. Mary's University 1993 — 1996
MBA, Business Administration and Management, General
St. Mary's University School of Law 1993 — 1996
J.D.
Texas A&M University 1987 — 1991
BBA, Management & Marketing
GE Capital June 2010 - Present
Standard and Poor's January 2007 - June 2010
America's Growth Capital June 2005 - March 2006
Kaufman Bros., 2004 - 2005
US Trust 1998 - 2004
Salomon Smith Barney 1996 - 1998
Nasdaq 1987 - 1992
Nasdaq 1987 - 1992
Skills
Due Diligence, Portfolio Management, Risk Management, Equities, Financial Risk, Strategic Planning, Analysis, Financial Modeling, Capital Markets, Finance
Education
University of Maryland - Robert H. Smith School of Business 1989 — 1994
MBA
The George Washington University 1981 — 1985
B.A.
Wells Fargo July 2007 - Present
US Trust June 1994 - July 2007
First Interstate July 1991 - June 1994
Wells Fargo April 1987 - May 1991
Skills
Estate Planning, Wealth Management, Asset Allocation, Investment Advisory, Retirement Planning, High Net Worth..., Retirement, Asset Management, Wealth Management..., Alternative Investments, Wealth, Investment Strategies, Mutual Funds, Investment Management, Portfolio Management
Education
Pacific Coast Banking School
UCLA
Bachelor of Arts (B.A.), Political Science and Government
StreamSong Advisors, LLC September 2014 - Present
PNC Wealth Management July 2012 - July 2014
US Trust August 2010 - July 2012
Legacy Trust March 2006 - August 2010
Fifth Third Bank February 1996 - March 2006
FirstMerit Bank 1991 - 1996
Skills
Wealth Management, Portfolio Management, Investments, Asset Allocation, Asset Management, Investment Advisory, Mutual Funds, High Net Worth..., Investment Management, Investment Strategies, Estate Planning, Alternative Investments, Asset Managment, Financial Analysis, Strategic Financial..., Wealth Management..., Retirement Planning, Equities, Equity Research, Financial Planning, Financial Advisory, Finance, Wealth, Securities, Financial Services
Education
The University of Akron 1985 — 1989
Bachelor of Science (B.S.) with Honors, Finance, General
US Trust October 2010 - Present
Bank of America Merrill Lynch March 2008 - October 2010
Bank of America February 2004 - March 2008
Bank of America August 2000 - April 2001
Philip Morris International August 1995 - June 1997
Skills
Wealth Management, Banking, Credit, Estate Planning, Financial Services, Mortgage Lending, Series 7, Loans, High Net Worth..., Asset Management, Wealth Management..., CRM, Leadership, Accounting, Sales, Insurance, Trading, Finance, Relationship Management, Investments
Education
University of Maryland University College 2007 — 2009
Master, Business Administration
State University of New York at Albany 1991 — 1995
BA, American History
Farrell Fritz, P.C. September 1998 - Present
US Trust March 1996 - August 1998
Shearman & Sterling September 1985 - March 1996
Skills
Trusts, Wills, Estate Planning, Estate Administration, Estate Law, Estate Tax Planning, Tax, Tax Law, Litigation, High Net Worth..., Corporate Law, Guardianship, Trust Management, Preparation of Wills, estate taxation, Probate, Probation, Courts, Legal Research, Legal Writing
Education
Touro College Jacob D. Fuchsberg Law Center 1982 — 1985
JD
SUNY at Stony Brook 1978 — 1981
BA, Psychology
Paul Hastings October 2004 - Present
US Trust 2003 - 2004
Alliance Capital 1995 - 2003
Prudential Mutual Fund Management 1992 - 1995
Skills
Mutual Funds, Hedge Funds, ETFs, Investment Advisory..., Investment Management, Securities, Alternative Investments, Asset Managment, Equities, Securities Regulation, Investments, Investment Advisory
Education
The George Washington University Law School 1983 — 1986
JD
Half Hallow Hills
Half Hallow Hills
Columbia Management August 2014 - Present
Society of Quantitative Analysts May 2008 - Present
Kinetic 2014 - 2015
Kinetic 2014 - 2015
Robeco Investment Management March 2003 - June 2013
US Trust December 1994 - March 2003
Kidder Peabody March 1991 - December 1994
Skills
Fixed Income, Equities, Portfolio Management, Asset Managment, Asset Management, Hedge Funds, Alternative Investments, Derivatives, Asset Allocation, Investment Management, Investment Strategies, Investments, Quantitative Finance, Bloomberg, Quantitative Analytics, Equity Research, Financial Markets
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance/Statistics
Stony Brook University 1987 — 1991
BS, Computer Science
HLC Career Support Services April 2013 - Present
BlackRock April 2011 - March 2013
BlackRock October 2010 - April 2011
TIAA-CREF October 2007 - February 2010
US Trust 2007 - 2007
TransPerfect Translations 2007 - 2007
WPP 2006 - 2007
W.P. Carey 2001 - 2005
Skills
Human Resources, Talent Acquisition, Onboarding, Applicant Tracking..., Talent Management, Recruiting, Taleo, Financial Services
Education
The Boston Conservatory 1997 — 1999
Masters Degree, Music
Rhodes College 1993 — 1997
B.A., Music
US Trust June 2011 - April 2015
BNY Mellon October 2007 - June 2011
BNY Mellon October 2006 - October 2007
Citigroup May 2005 - September 2006
Merrill Lynch September 2004 - May 2005
RUBICON TECHNOLOGY GROUP December 2003 - August 2004
Skills
Bloomberg, Financial Modeling, Excel, Options, Stata, Portfolio Management, Risk, Cash Flow, Financial Analysis, Equities, Valuation, Asset Management, Investments, Microsoft Office, Asset Allocation, Securities, Customer Relations, Client Service, Mutual Funds, Fixed Income, Wealth Management, Derivatives, Factset, Bonds, Strategic Planning, Trading, Corporate Finance, Alternative Investments, Finance, Banking, Financial Advisory, Data Analysis, Credit Analysis, Credit Risk, Bloomberg Terminal, Retirement Planning, CDO, Wealth Management..., Investment Management, Investment Strategies, ETFs, Equity Valuation, Investment Advisory, Financial Statement..., CDS, Financial Services, Strategic Financial..., Capital Markets, Credit, Microsoft Excel
Education
Tulane University 2010 — 2011
Master, Finance
University of St. Thomas 2004 — 2006
Master of Business Administration, Finance
University of St. Thomas (TX)
Bachelor of Arts (BA), Mathematics, 3.3
Ameriprise Financial Services, Inc. 2012 - Present
Columbia Management (Ameriprise Financial) 2011 - 2012
US Trust 2010 - 2011
Charles Schwab & Company 2005 - 2009
Morgan Stanley Dean Witter 2002 - 2005
Deutsche Bank /National Discount Brokers 2000 - 2001
Skills
Asset Management, Wealth Management, Asset Allocation, Sales Management, Account Management, Valuation, Technical Analysis, Compliance, Investments, Retirement Planning, Portfolio Management, Investment Advisory, New Business Development, Investment Strategies, Financial Planning, Alternative Investments, Mutual Funds, Wealth, Hedge Funds, Customer Relations, Due Diligence, Consultative Selling, Negotiation, Retirement, Sales Process, Key Account Management, Financial Modeling, Solution Selling, Asset, Equities, Industry Analysis, Retirement Income..., Risk Management, Equity Research, Private Equity, Investment Policy, Financial Advice, Private Wealth..., Portfolios, Series 7, High Net Worth...
Education
State University of New York College at Plattsburgh
B.S, Accounting and Business
US Trust October 1988 - February 1994
Scudder Stevens and Clark 1974 - 1983
Skills
Equities, Investment Banking, Investments, Portfolio Management
Education
Stanford University 1965 — 1969
M.S.
Stanford University Graduate School of Business 1964 — 1966
MBA
Astoria Bank December 2014 - Present
Citi 2012 - 2014
BNY Mellon 2009 - 2011
US Trust 2004 - 2009
JPMorgan Chase 2003 - 2004
Quick & Reilly 1999 - 2003
Dreyfus 1990 - 1999
Skills
Leadership, Performance Improvement, 360 Feedback, Change Management, Training Facilitation, Training, Coaching, Management, Instructional Design, DDI Targeted Selection..., Formerly licensed..., Formerly licensed..., Insurance, Onboarding, Time Management, CRM, Performance Consulting, Employee Engagement, Workshop Facilitation, Banking, Organizational..., Program Management, Executive Coaching, Portfolio Management, Financial Services, Sales, Strategy, Performance Management
Education
State University of New York College at Geneseo 1983 — 1987
BA, Speech Communication
Broadridge Financial Solutions June 2000 - Present
Broadridge Financial Solutions, Inc. formerly ICI/ADP Brokerage Services January 2007 - July 2013
Bank of Americca March 1996 - January 1999
U. S. Trust Company April 1985 - January 1994
Resolution Trust Corporation 1993 - 1994
US Trust 1984 - 1993
Manufacturers Hanover Trust 1973 - 1984
Skills
Business Analysis, Leadership, Data Center, Fixed Income, Financial Services, SDLC, Equities, Capital Markets, Securities, Risk Management, Derivatives, Requirements Gathering, Investment Banking, Banking, Business Requirements, Requirements Analysis, Portfolio Management, PMO, Vendor Management, Software Project...
Education
B.A.I School at University of Wisconsin 1976 — 1979
High Honors Graduate, Controllership
Temple University - Fox School of Business and Management 1968 — 1972
MBA, Finance - Cost Accounitng
New York University - Leonard N. Stern School of Business 1963 — 1966
B.S, Finance
Riverside Research Institute November 2010 - Present
Global Atlantic Partners LLC 2010 - 2014
Global Atlantic Partners LLC 2010 - 2014
Global Atlantic Partners LLC 2010 - 2014
U.S. Trust Bank of America Private Wealth Management July 2007 - April 2009
Hostelling International USA November 1999 - November 2008
US Trust November 2004 - June 2007
Schwab Soundview Capital Markets April 2004 - October 2004
Schwab Soundview Capital Markets June 1999 - March 2004
Charles Schwab November 1996 - May 1999
Skills
Financial Modeling, Financial Analysis, SEC filings, Strategy, Mergers & Acquisitions, Investor Relations, Sarbanes-Oxley Act, Finance, Strategic Planning, Start-ups, Internal Audit, Analysis, Auditing, Accounting
Education
New York University - SCPS 2009 — 2010
Certificate in Real Estate Finance & Investment
University of California, Berkeley, Haas School of Business 1975 — 1977
MBA, Accounting
University of California, Berkeley 1973 — 1975
BS, Business Administration
Royal Bank of Scotland August 2009 - Present
Private Client Resources, LLC April 2009 - June 2009
US Trust 2003 - 2004
Skills
Accounting
Education
The University of Connecticut School of Business 2001 — 2005
Bachelors, Accounting
NWQ Investment Mangement/Nuveen Investments March 2011 - Present
Nuveen Investments September 2007 - March 2011
City National Asset Management April 2006 - August 2007
US Trust November 2004 - January 2006
Banc of America Capital Management July 2003 - November 2004
Banc of America Capital Management May 2000 - June 2003
Milken Institute May 1998 - May 2000
Skills
Fixed Income, Portfolio Management, Bonds, Financial Analysis, Trading, Credit Analysis, Economics, High Yield, Equities, Investment Management, Strategy, Analysis, Investment Strategies, Financial Modeling, Relationship Management, Quantitative Analytics, Equity Research, Hedging, Competitive Analysis, Derivatives
Education
UCLA Anderson School of Management 2003 — 2006
MBA
Washington University in St. Louis 1994 — 1998
BA
US Trust March 2012 - Present
Bank of America June 2010 - March 2012
Junior League of Phoenix May 2009 - February 2010
Arizona Senate January 2008 - February 2010
Texas Senate December 2006 - November 2007
Texas Senate October 2004 - September 2006
Texas Department of Transportation September 2000 - October 2004
Texas Senate August 1997 - September 2000
YoungLife Austin April 1997 - August 1997
Texas Senate November 1996 - June 1997
Education
The University of Texas at Austin 1991 — 1997
BA
Humble High School 1988 — 1991
Honors
Deutsche Bank January 2000 - Present
US Trust 1996 - 2000
Chemical Bank/Chase 1987 - 1996
Education
State University of New York - System
Citi Private Bank October 2006 - Present
US Trust September 2003 - October 2006
Skills
Series 7, Wealth Management
Education
Syracuse University 1999 — 2003
Bachelor of Science (BS), Marketing and Advertising
U.S. Trust January 2015 - Present
U.S. Trust August 2013 - January 2015
US Trust August 2012 - July 2013
US Trust May 2011 - July 2012
The Aldrich Group August 2008 - May 2011
Reed Exhibitions February 2007 - July 2008
Reed Exhibitions November 2001 - January 2007
Reed Exhibitions September 2000 - October 2001
Skills
Entrepreneurship, Strategy, CRM, Business Development, Management, Market Research, Mergers & Acquisitions, Portfolio Management, Marketing, Lead Generation, Business Planning
Education
The University of Connecticut School of Business 2005 — 2008
MBA, Finance
Western Connecticut State University 1996 — 2000
BBA, Marketing
Brien McMahon 1992 — 1996
High School
US Trust February 2013 - Present
George Mason University October 2007 - January 2013
Temple University August 2002 - October 2007
Emory University August 1997 - July 2002
George Washington University June 1995 - August 1997
Georgetown Preparatory School March 1994 - June 1995
Skills
Fundraising, Nonprofits, Public Speaking, Community Outreach, Non-profits, Non-profit Board..., Non-profit Leadership, Grant Writing, Annual Giving, Grants, Philanthropy, Policy Analysis, Program Development, Strategic Planning, Volunteer Management, Higher Education, Event Planning, Program Management
Education
The George Washington University 1989 — 1993
BS, Criminal Justice
Ascendant Compliance Management March 2015 - Present
Williams, Jones & Associates February 2013 - June 2014
Estabrook Capital Management LLC June 2008 - February 2013
US Trust May 2003 - June 2008
AXA Equitable 2000 - 2003
Education
State University of New York College at Cortland 1992 — 1996
Bachelor of Science (B.S.), Economics and Management Science
Clough Capital Partners, L.P. May 2014 - Present
Compass Investors January 2011 - Present
GrooveHQ January 2013 - April 2014
Merrill Lynch September 2007 - December 2012
US Trust June 2006 - September 2007
Skills
Alternative Investments, Hedge Funds, Lead Generation, Entrepreneurship, Start-ups, Series 7, Portfolio Management, Marketing, Sales&Marketing, Investments, Management, Private Equity, CRM, Customer Acquisition, SaaS, Equities, Asset Management, Capital Markets
Education
Union College 2001 — 2005
Bachelor of Arts (B.A.), Economics
Moses Brown
US Trust RMU.S. Trust2005 - Present
US Trust 2005 - Present
US TRust Company 2005 - Present
Education
Tufts University - The Fletcher School of Law and Diplomacy 1985 — 1987
JPMorgan Chase & Co. March 2015 - Present
FolioDynamix October 2008 - March 2015
JP Morgan Chase April 2006 - October 2008
JP Morgan Chase January 2002 - April 2006
Citigroup July 2001 - December 2001
Inernet Access Methods 1999 - 2000
Robertson, Stephens & Co. 1997 - 1998
US Trust 1994 - 1995
Capgemini 1992 - 1994
IBM 1986 - 1992
Skills
SDLC, Fixed Income, Equities, Requirements Analysis, Portfolio Management, Financial Services, Software Project..., Asset Management, Java Enterprise Edition, Agile Methodologies, Requirements Gathering, Trading, Oracle, SQL, Wealth Management, JMS, Trading Systems, Websphere, Business Analysis
Education
Texas A&M University 1982 — 1986
BBA, Business Analysis
US Trust 2010 - Present
Columbia Management 1999 - 2010
TradeStreet Investment Associates 1997 - 1999
NationsBank Investment Management 1995 - 1997
Skills
Mutual Funds, Portfolio Management, Emerging Markets, Equity Research, Equities, Alternative Investments, Asset Allocation
Education
The College of William and Mary - The Mason School of Business 1993 — 1995
Master of Business Administration (M.B.A.), Finance
University of Virginia 1986 — 1990
Bachelor of Arts (B.A.), Rhetoric and Communication Studies
Crossing Rocks Energy 2015 - Present
Jetta Operating Company 2013 - 2014
US Trust 2010 - 2013
Four Oaks Energy 2002 - 2010
National Aeronautics and Space Administration 1999 - 2002
U. S. House of Representatives 1995 - 1999
Skills
Natural Gas, Energy, Petroleum, Due Diligence, Gas, Oil/Gas, Contract Negotiation, Mergers, Contract Management, Negotiation, Energy Industry, Leases, Strategic Planning, Joint Ventures, Business Development, Mergers & Acquisitions, Real Estate, Risk Management, Operations Management, Asset Management, Financial Modeling, Minerals, Upstream, Pipelines, Valuation, Oil & Gas Industry, Oil & Gas
Education
The Johns Hopkins University 1996 — 1997
Economics
Texas A&M University 1991 — 1995
Political Science and Government
Deutsche Bank April 2010 - Present
Satuit Technologies August 2008 - December 2009
U.S. Trust Company of New York December 2004 - January 2008
Bank of America 2007 - 2007
US Trust 2004 - 2007
Education
University of Colorado Boulder 1987 — 1992
BA, Computer Applications in Astrophysics
Deutsche Bank July 2013 - Present
University of Southern California August 2011 - May 2013
CCG Investor Relations June 2012 - August 2012
California Council on Economic Education June 2012 - August 2012
US Trust December 2008 - July 2011
Rare Sand November 2008 - April 2011
Disney Consumer Products April 2008 - November 2008
Pharos Capital Group August 2007 - March 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Strategic Planning, Market Research, Social Media, Entrepreneurship, Competitive Analysis, Event Planning, Public Speaking, Business Development, Corporate Finance, Research, Investments, Finance, Investment Banking, Market Analysis, Strategy, Private Equity, Data Analysis, Project Management
Education
University of Southern California 2011 — 2013
Master of Business Administration (MBA), Finance and Entrepreneurship
University of California, Santa Cruz 2003 — 2007
BA/ BS, Business Adminstration and Economics, and Psychology
New York State Department of Financial Services September 2010 - Present
US Trust August 1999 - November 2007
Skills
Banking, Risk Management, Portfolio Management, Cash Management, Fixed Income, Capital Markets, Financial Risk, Financial Analysis, Asset Management, Equities, Credit Risk, Financial Services, Credit
Education
St. John's University, The Peter J. Tobin College of Business 1984 — 1989
Wells Fargo Technology & Venture Banking Group August 2011 - Present
Comerica Bank December 2006 - July 2011
Capital Advisors January 2006 - December 2006
Escalate Capital Partners June 2004 - December 2005
Comerica Bank June 2003 - June 2004
US Trust 1999 - 2002
SVB Financial Group 1996 - 1999
Phoenix Growth Capital 1990 - 1995
Pacific Venture Finance 1985 - 1990
Education
University of California, Berkeley
BA
US Trust June 2011 - Present
Bernstein Global Wealth Mgmt 2006 - May 2011
GE Capital ITS 1999 - 2005
US Army June 1991 - October 1999
Skills
Estate Planning, Strategic Financial..., Merger & Acquisition..., Investment Advisory, family Office, Family Office, Financial Advisory, High Net Worth..., Mergers, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Due Diligence, Financial Planning, Investment Management, Investment Strategies, Investments, Management, Mergers, Portfolio Management, Risk Management, Strategic Planning, Tax, Wealth Management, Wealth Management...
Education
Wharton School of Business 2011 — 2011
Wealth Management Studies
United States Military Academy at West Point 1987 — 1991
Bachelor of Science (B.S.), Management & Systems Engineering
Fidelity Investments May 1999 - Present
US Trust June 1994 - May 1998
Skills
Fixed Income, Portfolio Management, Mutual Funds, Risk Management, Series 7, Financial Services, Asset Management, Securities, Alternative Investments, Equities, Series 63, Capital Markets, Hedge Funds
Education
Syracuse University 1990 — 1994
BA, Economics / Finance
Mission Hospital September 2008 - Present
Wilmington Trust 2005 - 2008
US Trust 1995 - 2005
U.S. Trust Company 1995 - 2005
Kemper Securites 1988 - 1995
Skills
Portfolio Management, Management, Asset Management, Wealth Management, Investments, Asset Allocation, Strategic Planning, Alternative Investments, Equities, Investment Management
Education
The University of New Mexico 1967 — 1971
Bachelors, Business Administration
New Mexico Military Institute 1965 — 1967
US Trust April 2008 - Present
Feed More 2008 - Present
Safe Harbor 2007 - 2013
Wachovia Bank, previously Central Fidelity Bank December 1997 - April 2008
Central Fidelity Bank December 1984 - December 1997
United Virginia Bank (Now SunTrust) September 1983 - August 1984
Skills
Charities, Estate Planning, Wealth Management, High Net Worth..., Trusts, Strategic Financial..., Leadership, Wealth Management..., Insurance, Banking, Investment Advisory, Investment Management, Philanthropy, Asset Allocation, Nonprofits, Fundraising, Trust Services, Financial Advisory, Estate Tax Planning, Trust Management, Mutual Funds, Retirement Planning, Wealth
Education
ABA National Graduate Trust School 2003 — 2006
Trust
Old Dominion University - College of Business and Public Administration 1979 — 1983
Bachelor of Science (B.S.), Finance, General
ABA National Trust School
Trust
State Street Global Advisors August 2008 - Present
US Trust 2004 - 2008
State Street Global Advisors 2001 - 2004
Skills
Wealth Management, Financial Services, Finance, Equities, Portfolio Management
Education
Suffolk University - Sawyer Business School 1996 — 2000
AllianceBernstein October 2012 - March 2015
US Trust July 2011 - September 2012
US Trust June 2010 - August 2010
Callan Associates February 2010 - May 2010
Everest Properties May 2008 - August 2008
Everest Properties May 2006 - August 2006
Skills
Investments, Series 7, Series 63, Fixed Income, Investment Management, Investment Strategies, Finance, Financial Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Real Estate Finance
University of California, Berkeley 2006 — 2010
Bachelor of Arts, History
University of New South Wales 2009 — 2009
History
Hartford Investment Management June 2007 - Present
United Technologies April 2005 - May 2007
Hartford Life March 2004 - April 2005
U.S Trust June 2001 - March 2004
Skills
Hedge Funds, Investments, Alternative Investments, Asset Allocation, Asset Managment, Portfolio Management, Bloomberg, Equities, Investment Strategies, Capital Markets, Fixed Income, Due Diligence, Fund Of Funds, Mutual Funds, Investment Management, Asset Management
Education
The University of Connecticut School of Business 1995 — 1999
Abbot Downing, a Wells Fargo business April 2012 - Present
Wells Fargo July 2005 - April 2012
US Trust August 2001 - June 2005
US Bank NA 1984 - 2001
Skills
Wealth management, Private Banking, Sales management, Family office services, Wealth Management, Investments, Family Office, Portfolio Management, Asset Allocation, Estate Planning, Alternative Investments, Financial Services, Wealth, Banking, Investment Management
Education
Texas Christian University - M.J. Neeley School of Business 1977 — 1980
BA, Finance
BNY Mellon April 2013 - Present
J. P. Morgan April 2009 - April 2013
Bessemer Trust January 2005 - December 2008
US Trust September 1998 - December 2005
Harris Bank June 1991 - August 1998
Skills
Hedge Funds, High Net Worth..., Estate Planning, Equities, Finance, Management, Alternative Investments, Wealth Management, Wealth Management..., Private Banking, Personal Finance, Business Development, Retirement, Investments, Asset Management, Portfolio Management, Capital Markets, Fixed Income, Wealth, Family Office, Asset Managment, Private Equity, Series 7, Investment Banking
Education
The George Washington University - School of Business 1981 — 1985
MBA, Finance
University of Nebraska at Omaha 1971 — 1975
BA, General Science/Pre-Med/Biology
US Trust, Private Wealth Management November 2006 - Present
US Trust December 2005 - November 2006
JPMorgan Chase, Private Client Services May 2003 - December 2005
Chase Bank/Bank One, Private Client Services September 2001 - April 2003
Skills
Wealth Management, Asset Allocation, Wealth Management..., Portfolio Management, Investments, Mutual Funds, Securities, Asset Managment, Retirement Planning, Investment Advisory, Alternative Investments, Investment Strategies, High Net Worth..., Wealth, Retirement, Fixed Income, Investment Management, Equities, Financial Services, ETFs, Bonds, Strategic Financial..., 401k, Financial Advisory, Estate Planning, Finance, Asset Management, Relationship Management
Education
Texas A&M University-Commerce 1996 — 2001
Bachelor of Business Administration (BBA), Finance
Texas A&M University-Commerce
Working on MBA, Finance, General
Just One Data November 2013 - Present
FalconStor Software February 2005 - September 2013
US Trust June 1989 - December 2004
Skills
Enterprise Software, C, Pre-sales, Disaster Recovery, Distributed Systems, Storage, Linux, SaaS, Virtualization, Data Center, Software Development, Storage Area Networks, High Availability, Start-ups, VMware, Solution Architecture, Solaris
Education
The Cooper Union for the Advancement of Science and Art 1983 — 1987
BE, Electrical Engineering
Stuyvesant
Morgan Stanley May 2006 - Present
Sun Life Financial 2002 - 2005
Fleet Bank October 1998 - July 2002
Fleet Securities 1998 - 2002
Fleet / Bank of America 1998 - 2002
Salomon Brothers May 1989 - June 1998
U.S. Trust/FTI May 1985 - May 1989
US Trust 1985 - 1989
Education
University at Buffalo
BA, English Literature
US Trust July 2007 - Present
Bank of America May 2005 - July 2007
Fleet Bank November 2002 - May 2005
Education
Suffolk University Law School 1988 — 1991
JD
Union College 1980 — 1984
BA, Economics
Worcester Academy 1978 — 1980
US Trust InternIvy Asset ManagementAugust 2003 - August 2004
Education
Saint Francis Prep 1996 — 2000
St. John's University, The Peter J. Tobin College of Business
B.S., Finance
St. John's University, The Peter J. Tobin College of Business
MBA, Finance
Dowling & Yahnke, LLC March 2014 - March 2015
US Trust November 2011 - July 2013
Kanaly Trust Company January 2009 - November 2011
USAA June 2008 - August 2008
CUTCO Cutlery 2004 - 2004
Skills
Wealth Management, Financial Planning, Asset Management, Portfolio Management, Asset Managment, Retirement Planning, Strategic Financial..., Asset Allocation, Finance, Mutual Funds
Education
Texas Tech University 2006 — 2008
B.S., Personal Financial Planning
US Trust Financial AdvisorArthur Andersen1996 - 1999
Skills
Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Mutual Funds, Investment Advisory, Wealth Management, Investment Management, Estate Planning, Investments, Investment Strategies, Equities, Wealth Management..., Fixed Income
Education
Texas Tech University - Rawls College of Business 1989 — 1992
bba, Finance
Manning & Napier Advisors 2009 - Present
US Trust, Bank of America Private Wealth Management June 2005 - March 2009
US Trust April 2003 - June 2005
Raymond James Financial April 2002 - April 2003
Raymond James Financial Inc. 2000 - April 2002
Skills
Asset Allocation, Series 7, Mutual Funds, Investments, Series 63, Alternative Investments, Investment Strategies, Wealth Management, Separately Managed..., Asset Managment, Portfolio Management, Equities, Fixed Income, ETFs, Investment Advisory, Public Speaking
Education
Syracuse University 1994 — 1999
Bachelor, Business and Consumer Studies
Wells Fargo Bank July 2008 - Present
US Trust March 1999 - July 2008
Santa Barbara Bank & Trust March 1989 - September 1998
Education
University of California, Santa Barbara 2000 — 2002
PFP, Personal Financial Planning Designation
University of California, Santa Barbara 1986 — 1990
BA, English
Wells Fargo Private Bank May 2010 - Present
US Trust March 2007 - May 2010
US Trust April 2002 - March 2007
US Trust September 2000 - April 2002
Northern Trust August 1998 - August 2000
Skills
Asset Management, Financial Planning, Asset Allocation, Wealth Management, Accounting, Strategic Financial..., Estate Planning, Investment Management, Risk Management, Finance, Financial Analysis, High Net Worth..., Wealth Management..., Relationship Management, Mutual Funds, Management, Investments
Education
University of California, Davis - Graduate School of Management 2007 — 2010
MBA, Finance and Marketing
University of California, Irvine
BA, Social Science
City National Bank May 2014 - Present
US Trust May 2007 - October 2012
Santa Barbara Bank & Trust 2000 - May 2007
Skills
Consumer Lending, Loan Origination, Banking, Mortgage Banking, Lines Of Credit, Treasury Management, Underwriting, Refinance, Risk Management, Home Equity Lines of..., Cash Management, Product Management, Deposits, Residential Mortgages, Asset Based Lending, Branch Management, Treasury Services, Wealth Management, Investment Management, International Banking
Education
UCLA 1978 — 1982
US Trust November 2013 - Present
Skills
Financial Analysis, Wealth Management, Strategic Financial..., Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, Banking, Outlook, Data Analysis, QuickBooks, Research, New Business Development, Credit, Investments, Spreadsheets, Customer Service, Financial Reporting, Loans, Team Building, Asset Allocation, Finance, Financial Planning, Leadership, Portfolio Management
Education
Cannon Financial Institute 2006 — 2009
Trust & Fiduciary Investments
University of Phoenix 2004 — 2007
MBA, Accounting
University of California, San Diego 1998 — 2002
BA, Economics
TD Wealth Private Client Group September 2012 - Present
US Trust 2009 - 2012
Christie's Inc. 2001 - January 2009
Citi Private Bank 1990 - 2001
Skills
Auctions
Education
De Paul University
Master of Business Administration (MBA)
University of Arizona
Bachelor's Degree, Business Economics
Citi ConsultantSalomon BrothersAugust 1989 - August 1997
US Trust August 1985 - August 1989
Home Insurance October 1979 - August 1985
Education
Susquehanna University 1973 — 1977
bs, finance
BASF July 2015 - Present
BASF January 2010 - June 2015
Skadden Arps February 2005 - January 2010
US Trust 2000 - 2005
Skills
Talent Management, Recruiting, Employee Relations, HR Policies, Leadership Development, Management, Organizational..., Performance Management, Employment Law, Interviews, Training, Human Resources, Personnel Management, Talent Acquisition, Leadership, Workforce Planning, Hiring, Employee Engagement, Succession Planning, Onboarding
Education
Syracuse University 1996 — 2000
B.F.A., Musical Theater/ English
Farleigh Dickinson University
PHR, Certification, Human Resource Management
Wells Fargo Advisors July 2015 - Present
US Trust January 2011 - June 2015
Wells Fargo Advisors 2007 - 2011
Banc of America Investment Services 2004 - 2007
Morgan Stanley 1991 - 2004
Skills
Asset Allocation, Securities, Alternative Investments, Investment Management, Mutual Funds, Asset Managment, 401k
Education
University of California, Los Angeles
BA, Political Science
University of California, Los Angeles
The Discovery Orchestra July 2013 - Present
New Eyes for the Needy January 2008 - Present
Visual Arts Center of New Jersey October 2009 - September 2012
Visual Arts Center of New Jersey October 2008 - April 2009
Women's Resource Center 2004 - 2005
Wilmington Trust 1991 - 1993
US Trust 1989 - 1991
Bankers Trust Company 1986 - 1989
Skills
Non-profits, Grant Writing, Volunteer Management, Fundraising, Event Planning, Arts Administration, Public Speaking, Museums, Community Outreach, Program Development, Research, Editing, Board Development, Public Relations, Art History, Event Management
Education
New York University - Leonard N. Stern School of Business 1981 — 1983
MBA, Marketing
Swarthmore College 1976 — 1980
BA, Art history
SP Consulting January 2014 - Present
Mt. Eden Investment Advisors May 2010 - November 2012
First Republic Wealth Advisors May 2006 - May 2010
US Trust December 1997 - May 2006
Wells Fargo Bank/First Interstate Bank January 1995 - December 1997
The Chase Manhattan Bank June 1984 - December 1994
Skills
Asset Allocation, Investment Advisory, Private Banking, Private Client Services, Manager Selection, Wealth Management..., Asset Managment, Client Relations Skills
Education
University of California, Los Angeles 1975 — 1977
BS, Economics
Yates, Campbell & Hoeg May 2011 - Present
Russell, Evans & Thompson March 2010 - May 2011
Russell, Evans & Thompson March 2010 - February 2011
U.S. Trust Company May 2001 - April 2007
US Trust 2001 - 2007
First Virginia Bank 1981 - 1997
Skills
Income Tax, Estate Administration
Education
Stanford University 1967 — 1971
BA, economics
Intelligent Edge Advisors 2009 - Present
Columbia Management 2007 - 2008
US Trust 2000 - 2007
Deutsche Asset Management 1999 - 2000
Bankers Trust 1997 - 1999
State Street Global Advisors 1992 - 1997
Skills
Equities, Asset Management, Capital Markets, Mutual Funds, Hedging, Fixed Income, Derivatives, Hedge Funds, Structured Products, Wealth Management, Private Wealth..., Portfolio Management, Institutional, Options, Investment Strategies, Alternative Investments, Quantitative Analytics, ETFs, Bloomberg, Investment Management, Investments, Asset Allocation, Structured Finance, Securities, Management, Financial Services
Education
The University of Akron
MBA, Finance
The University of Akron
MS, Physics
The University of Bombay
BS, Physics
US Trust April 2008 - Present
Bank of America April 1998 - April 2008
SunTrust Bank September 1996 - March 1998
Skills
Trust Services, Portfolio Management, Wealth Management..., Wealth Management, Private Banking
Education
Florida Graduate Trust School 1999 — 2001
FL Trust School Graduate, Trust Administration
State University of New York at Stony Brook 1985 — 1989
BA, Economics
US Trust June 2012 - Present
US Trust February 2009 - May 2012
US Trust July 2006 - February 2009
Bank of America Private Bank January 1998 - July 2006
Fifth Third Bank August 1993 - January 1998
Union Carbide April 1989 - August 1992
Skills
Investments, Portfolio Management, Management, Wealth Management, Asset Allocation, Alternative Investments, Asset Management, Investment Management, Series 7, Equities, Mutual Funds, Hedge Funds, Finance, Wealth Management..., Estate Planning, High Net Worth...
Education
Xavier University - Williams College of Business 1991 — 1993
MBA, Finance
The College of Wooster 1984 — 1988
BA, Economics
US Trust October 2004 - Present
JPMorgan Chase 1999 - 2004
Education
The University of Texas at Austin
US Trust October 2013 - Present
Windrose Advisors November 2009 - October 2013
RINET Company, LLC June 2003 - November 2009
Deloitte & Touche 1997 - 2003
Skills
Alternative Investments, Asset Management, Hedge Funds, Wealth Management, Portfolio Management
Education
Syracuse University 1995 — 1997
Masters, Accounting
Syracuse University 1991 — 1995
Bachelors, Finance
US Trust February 1993 - Present
H.D. Vest Financial Services 1989 - 1992
Skills
Wealth Management, Asset Allocation, Investment Advisory, Portfolio Management
Education
The University of Texas at Arlington 1977 — 1982
BBA
Verizon Wireless April 2012 - Present
NYK Line January 2011 - February 2012
BNP Paribas February 2010 - December 2010
Moodys Corporation June 2009 - December 2009
Verizon Wireless July 2007 - June 2009
Gridfocus February 2004 - June 2009
US Trust August 2005 - February 2007
Education
Swami Ramanand Teerth Marathwada University 1995 — 1999
B.E/B.s, Computer Science
US Trust July 2007 - Present
US Trust December 2002 - July 2007
Skills
Wealth Management, Asset Allocation, Series 7, High Net Worth..., Portfolio Management, Financial Advisory, Asset Managment, Retirement Planning, Private Banking, Investments, Alternative Investments, Wealth Management..., Strategic Financial..., Investment Advisory, Mutual Funds
Education
Towson University 1996 — 2000
Business Administration, Finance
First Republic Bank February 2011 - February 2015
US Trust May 2007 - February 2011
The Savant Group March 2004 - April 2007
Rankling Futures and Options January 2002 - March 2004
The Clorox Company March 2001 - December 2001
On24.com March 2000 - November 2000
Briefing.com November 1998 - February 2000
Skills
Portfolio Management, Equities, Investments, Asset Allocation, Fixed Income, Hedge Funds, Alternative Investments, Investment Management, Business Strategy, Asset Managment, Wealth Management, Series 65, Financial Modeling, Strategic Leadership, Team Leadership, Business Acumen, Thought Leadership, Outstanding..., Collaborative Problem..., Investment Strategies, Strong People Intuition, CFA, MBA
Education
University of San Francisco, MBA 1996 — 1998
MBA, Finance and Economics
University of California, Los Angeles
BA, Sociology
CFA Institute
CFA Charterholder
LPL Financial May 2010 - December 2012
LPL Financial December 2007 - March 2009
US Trust May 2005 - July 2006
Charles Schwab March 1999 - May 2005
Charles Schwab February 1996 - March 1999
Ag America FCB June 1994 - April 1996
Citibank California March 1986 - December 1995
Security Pacific Bank March 1977 - March 1986
Ernst & Whinney March 1973 - March 1977
Skills
Due Diligence, Banking, Financial Reporting, Accounting, Financial Analysis, Financial Accounting, Budgets, Internal Audit, Mergers, Finance, Restructuring, Mergers & Acquisitions, Analysis, Auditing, Sarbanes-Oxley, Financial Modeling, Management, Financial Risk, Leadership, Sarbanes-Oxley Act, Tax, Strategic Financial..., Financial Services, Corporate Finance
Education
University of California, Berkeley, Haas School of Business 1971 — 1973
MBA, Finance
University of California, Davis 1967 — 1971
BA, Mathematics & Economics
U.S. Trust July 2015 - Present
U.S. Trust August 2014 - July 2015
US Trust September 2008 - August 2014
Skills
Wealth Management, Portfolio Management, Fixed Income, Investments, Equities, Alternative Investments, Asset Management, Bloomberg, Mutual Funds, Investment Strategies, Factset, Tangible Assets, ETFs, Wealth Management..., Investment Advisory
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA), Finance, General
Trinity College-Hartford 2004 — 2008
Bachelor of Arts (BA), British History with Honors
UBS June 2015 - Present
U.S. Trust March 2014 - June 2015
US Trust September 2010 - March 2014
Bank of America March 2008 - September 2010
Skills
Investments, Portfolio Management, Asset Management, Customer Service, Finance, Financial Planning, Relationship Management
Education
State University of New York College at Oswego 2002 — 2006
Bachelor's degree, Public Justice
Albany high school
Freestar Energy Group LLC December 2013 - Present
US Trust September 2005 - December 2013
G&H Associates, Inc January 2004 - July 2005
Skills
Property Management, Portfolio Management, Asset Management, Real Estate, Asset Managment, Leases, Investments, Oil & Gas Industry, Gas
Education
Texas Tech University - Rawls College of Business 2000 — 2003
BS, Petroleum Land Management
US Trust April 2010 - Present
US Trust July 2006 - April 2010
YMCA 2006 - 2010
YMCA 2006 - 2010
ING Financial Partners January 2003 - June 2006
Skills
Portfolio Management, Investments, Mutual Funds, Bonds, Banking, Credit, Equities, Fixed Income, Financial Analysis, Asset Management
Education
State University of New York at Albany 2004 — 2006
Masters of Science, Accounting
State University of New York at Albany
BS, Economics, Department Award for Excellent Academic Achievement in Economics
University at Albany, SUNY
BS, Bus Admin/Finance
US Trust November 1998 - Present
Skills
Investments, Wealth Management, Portfolio Management, Banking
Education
The University of Texas at Austin - The Red McCombs School of Business
US Trust 1978 - Present
Education
The University of Connecticut School of Business 1980 — 1984
Master of Business Administration (M.B.A.), Finance, General
The University of Connecticut 1974 — 1978
Bachelor of Science (BS), Marketing/Marketing Management, General
Xerox 2001 - Present
JPMorgan Chase 1999 - 2001
JPMorgan Chase 1996 - 1999
US Trust 1994 - 1996
Skills
Backup Exec, Dell PowerEdge Servers, Group Policy, Windows Server, VMware, DNS, Hyper-V, Citrix Metaframe, Citrix, Disaster Recovery, System Deployment, Virtualization, SAN, Acronis, Arcserve, Active Directory, Microsoft Cluster, Cloud Computing, Data Center, IT Operations, HP Server Hardware, Symantec Antivirus, McAfee Antivirus, RAID, IIS, SSL Certificates, Patch Management, Cluster, Server Architecture, IBM SAN, Shavlik, NTFS, IBM Server Hardware, IT Management, ITIL, Process Improvement, Security, Vendor Management, IT Strategy, Business Analysis
Education
JHS 190
JHS 190
State University of New York at Buffalo
Bachelor of Arts (B.A.), Economics
Asseta September 2013 - December 2014
Largon December 2012 - July 2013
US Trust November 2011 - October 2012
U.S. Trust August 2010 - November 2011
Oarsmen Catering June 2008 - July 2011
US Trust June 2010 - August 2010
Deutsche Bank December 2009 - January 2010
Education
University of California, Berkeley 2006 — 2010
Bachelor's degree
St. Ignatius College Prep
University of Phoenix January 2015 - Present
Approach International Student Center May 2013 - December 2014
Approach International Student Center April 2013 - May 2013
US Trust November 2012 - March 2013
Bank of America August 2011 - November 2012
Bank of America November 2009 - August 2011
Bank of America October 2008 - November 2009
Yeski June 2007 - October 2007
Vindiola & Sons Trucking Company 2000 - 2007
Skills
Banking, Spanish, Management, Finance, Analysis, Sales, Team Leadership, Process Improvement, Customer Service, Budgets, Credit, Data Analysis, Leadership, Staff Development, Brazilian Portuguese, Risk Management, Foreign Languages, Research, Access, French, Coaching, Team Building, Translation, Interpretation, Event Planning, PowerPoint, English, crm, Cross-cultural, Investment Banking, High Net Worth..., Training, Microsoft Word, F-1, J-1, Student Visas, International Education
Education
University of Arizona 2002 — 2007
Bachelor of Arts (B.A.), Spanish Language and Literature
University of Arizona 2002 — 2007
Bachelor of Arts (B.A.), Interdisciplinary Studies
Universite Jean Moulin III 2006 — 2006
International Relations and Affairs
Universidade Federal do Ceará 2005 — 2005
Portuguese Language and Literature
Eastern Wealth Management June 2014 - Present
The 1911 Trust Company July 2012 - May 2014
US Trust April 2000 - July 2012
Skills
Trust Management, Trust Services, Wealth Transfer, Wealth Transfer Planning, Wealth Management, High Net Worth..., Wealth Management...
Education
Suffolk Law School 1996 — 1999
JD
US Trust Portfolio ManagerWells FargoJuly 1996 - December 2007
Education
State University of New York College at Cortland 1970 — 1974
bs, psychology
US Trust January 2010 - Present
Skills
Asset Management, Investments, Equities, Alternative Investments, Fixed Income, Hedge Funds, Wealth Management, Financial Analysis, Capital Markets, Asset Allocation
Education
Stony Brook University
Bachelor, Economics
US Trust October 2006 - Present
Dominick & Dominick LLC 2004 - 2006
Donaldson, Lufkin & Jenrette 1996 - 2001
J.P. Morgan 1986 - 1996
Skills
Alternative Investments, Series 7, Asset Allocation, Hedge Funds, Equities, Fixed Income
Education
St. John's University, The Peter J. Tobin College of Business 1986 — 1990
MBA, International Finance
St John's University 1981 — 1985
B.S., Finance
US Trust 2014 - Present
American Century Investments 2008 - 2014
Baylor College of Medicine Endowment Fund 2007 - 2008
Invesco Ltd. 1997 - 2007
Education
The University of Texas at Austin 1987 — 1991
BA, Government
University of St. Thomas (TX) 1997 — 1999
MBA, Finance
Stratford High School
Stratford High School
Coastal Range Inv Mgt January 2011 - December 2012
US Trust 2000 - 2010
Kennedy Associates 1991 - 2000
Kidder Peabody 1978 - 1990
Arthur Young and Co October 1974 - December 1976
Skills
Wealth Management, Nonprofits, Investments, Portfolio Management
Education
The University of Texas at Austin
BBA, Finance
University of Houston
MS in Accountancy, Taxation
First Republic Bank August 2011 - Present
Optima Fund Management April 2010 - June 2010
Optima Fund Management October 2006 - April 2009
US Trust 2001 - 2006
Skills
Due Diligence, Investor Relations, Banking, Business Strategy, Financial Services, Salesforce.com, Financial Analysis, Business Development, Management, Business Planning, Finance, Alternative Investments
Education
Stony Brook University 1997 — 2001
BS, Business Management & Economics
Wells Fargo Bank January 2010 - Present
US Trust 2001 - 2010
Bank of America 1988 - 2001
Education
Tulane University - A.B. Freeman School of Business 1986 — 1988
Masters of Business Administration
Vanderbilt University 1981 — 1985
Economics
First Republic Bank April 2011 - Present
US Trust October 2006 - March 2011
Bank of America August 2003 - August 2006
Education
University of California, San Diego 1997 — 2001
BA, Economics
Voya Investment Management 2010 - Present
Columbia Management 2007 - 2010
US Trust 2004 - 2007
John A. Levin & Co. 2002 - 2004
Goldman Sachs 2000 - 2002
Skills
Hedge Funds, Institutional Sales, Asset Managment, Alternative Investments, Asset Management, Asset Allocation
Education
The George Washington University
B.B.A., Finance
BNY Mellon 2006 - Present
US Trust June 2004 - March 2006
JPMorgan Chase 1989 - 2004
Education
New York University - Leonard N. Stern School of Business 1992 — 2006
Master of Business Administration (MBA), Finance
Trinity College-Hartford 1985 — 1989
Bachelor of Arts (B.A.), Economics
US Trust 2006 - Present
John Hancock Life Insurance Company (U.S.A.) 2004 - 2006
Education
Tufts University
BA, Economics & History
US Trust April 2007 - Present
Bank of America July 2002 - April 2007
Skills
Wealth Management..., Asset Allocation, Wealth Management, High Net Worth..., Investment Advisory, Estate Planning, Private Banking, Securities, Alternative Investments, Retirement Planning, Mutual Funds, Asset Management, Banking, Portfolio Management
Education
The University of Texas at Arlington
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
US Trust January 2008 - Present
Skills
Investments, Portfolio Management, Banking, Risk Management, Financial Analysis, Finance, Strategic Planning, Asset Management, Customer Service, Equities
Education
University at Albany, SUNY 1984 — 1988
Bachelor of Science (BS), Finance and Marketing
TPG Capital June 2014 - Present
U.S. Trust January 2013 - June 2014
US Trust February 2011 - January 2013
US Trust January 2010 - February 2011
Bank of America October 2007 - January 2010
Bank of America April 2006 - October 2007
Country Day School of Arlington 2000 - 2007
Skills
Wealth Management, Portfolio Management, Banking, Sales
Education
The University of Texas at Arlington 2006 — 2011
Bachelor of Science, University Studies; Business, Physical Science, Social Science
US Trust
Skills
Agriculture, oil/gas surface damage..., farm leasing, grazing leasing, crop marketing, farmland investment...
Education
West Texas A&M University 2004 — 2007
Master of Science (MS), Agricultural Economics
Texas Tech University 1992 — 1996
Bachelor's degree, Agricultural Economics
US Trust May 2011 - Present
Burkenroad Reports January 2011 - May 2011
Skills
Portfolio Management, Equity Research, Equities, Valuation, Investments, Capital Markets, Financial Analysis, Finance
Education
Tulane University 2007 — 2011
Bachelor's degree, Finance, General
MassMutual Trust Company December 2014 - Present
US Trust March 2003 - November 2014
Education
The University of Connecticut School of Law 1997 — 2001
Doctor of Law (J.D.)
The University of Connecticut 1992 — 1996
Bachelor of Arts (B.A.), English