US Trust

Description

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

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

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

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

US Trust Employees

Employee
Years
Job
Industry
Jackie Lowe Jackie Lowe Greater Atlanta Area Details
Jackie Lowe's US Trust Experience September 2014 - Present
Job Fiduciary Officer
Industry Financial Services
Experience
U.S. Trust   September 2014 - Present
SunTrust Bank  September 2008 - August 2014
Bank of New York Mellon  October 2006 - September 2008
Bank of New York Mellon  April 2005 - October 2006
US Bank  April 2000 - April 2005

Skills
Asset Management, Banking, Portfolio Management, Wealth Management, Commercial Banking, Commercial Lending, Credit, Investments, Loans, Private Banking, Treasury Management, Cash Management, Credit Analysis, Relationship Management, Asset Allocation

Education
Ashworth University   2009 — 2012
B.S., Criminal Justice

Ashworth University   2005 — 2007
A.S., Business Management

Alex Rufo Alex Rufo Greater Boston Area Details
Alex Rufo's US Trust Experience October 2011 - October 2013
Job Real Estate Agent at New England Preferred Properties
Industry Real Estate
Experience
New England Preferred Properties   December 2014 - Present
Hillman Homes   September 2014 - December 2014
New England Preferred Properties   October 2013 - September 2014
US Trust   October 2011 - October 2013
Commonwealth of Massachusetts  January 2006 - October 2011

Skills
Public Speaking, Microsoft Excel, Legal Research, Real Estate, Research, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Government, Financial Analysis, Time Management, Advertising, Policy, Sales, Training, Management, Leadership

Education
University of Massachusetts Boston   2009 — 2011
Masters of Science, Public Affairs

University of Massachusetts, Amherst   2000 — 2005
Bachelors of Science, Resource Economics

Belmont High School

Mei Ting Catherine Wong Mei Ting Catherine Wong Greater New York City Area Details
Mei Ting Catherine Wong's US Trust Experience December 2014 - Present
Job Tax Professional
Industry Accounting
Experience
U.S. Trust   December 2014 - Present
Broadwall Management Corp, a subsidiary of The Feil Organization   November 2014 - Present
H&R Block Enterprises LLC.   August 2013 - May 2014
Volunteer Income Tax Assistance (VITA)   January 2014 - April 2014
iPadEnclosures.com   May 2013 - August 2013
Law Office of Leonard J. Catanzaro   September 2008 - January 2012
Law Office of Steven C. Chen   April 2007 - August 2008
Law Offices of Wong, Wong & Associates, P.C.   September 2006 - March 2007

Skills
Legal Writing, Time Management, Accounting, Litigation, Oral & Written..., Analysis, Legal Documents, AIA Documents, Real Estate Transactions, Legal Translation, Investigative Research, Enforcement Of Judgments, Problem Solving, Deadline Driven, Personal Income Tax..., Income Tax, Tax Preparation, Microsoft Excel, Public Speaking, Financial Analysis

Education
Baruch College, City University of New York (CUNY)   2014 — 2016
Master of Science (M.S.), Accountancy

University of Utah   2004 — 2006
Bachelor of Science (B.S.), Sociology; Minor: Economics, 3.749

Foothill College   2002 — 2004
Associate of Arts (A.A.), History

City University of New York-Baruch College

New York University

Eduardo Cervantez Eduardo Cervantez Phoenix, Arizona Area Details
Eduardo Cervantez's US Trust Experience November 2010 - December 2013
Job Operation Analyst at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co.   February 2015 - Present
E&M Sports Group-Nonprofit   June 2013 - December 2014
Rob and Melani Walton Sustainability Solutions Initiatives   May 2014 - June 2014
Bank of America  November 2010 - December 2013
U.S. Trust   November 2010 - December 2013
Verizon  August 2009 - September 2010

Skills
Customer Service, Banking, Sales, Salesforce.com, Time Management, Customer Satisfaction, Team Leadership, Social Media, CRM, Recruiting, Accounting, Energy, Management, Environmental Awareness, Event Planning, Leadership, Credit, Leadership Development, Renewable Energy, Entrepreneurship, Economics, Innovation, Visio, SharePoint, KPI Reports, Coaching, Sports Coaching, Oracle SQL Developer, C++, Java

Education
Arizona State University   2011 — 2014
Bachelor in Arts, Sustainability Studies

Alexa Marymor Alexa Marymor New York, New York Details
Alexa Marymor's US Trust Experience August 2014 - Present
Job
Industry Financial Services
Experience
U.S. Trust   August 2014 - Present
US Trust   September 2010 - Present

Skills
Community Outreach, Economics, Investments, Financial Modeling, Management, Marketing, Portfolio Management, Public Speaking, Finance

Education
American University   2006 — 2010
International Relations

American University - Kogod School of Business   2006 — 2010
BS, Business and International Relations

American University - Kogod School of Business   2006 — 2010
2010 Bachelor of Science, Business Administration and International Studies; International Economic Policy and Europe

Nicolas Chamberlain Nicolas Chamberlain Boston, Massachusetts Details
Nicolas Chamberlain's US Trust Experience May 2005 - October 2008
Job Relationship Manager at Voya Financial
Industry Financial Services
Experience
Voya Financial  March 2013 - Present
Brown Brothers Harriman  October 2008 - March 2013
US Trust   May 2005 - October 2008
CNN  May 2003 - September 2003

Skills
Equities, Financial Services, Fixed Income, High Net Worth..., Mutual Funds, Wealth Management, Wealth Management..., Asset Management, Financial Analysis

Education
The University of Connecticut   2001 — 2004
Bachelor of Arts (B.A.), English

Phil Hilliard Phil Hilliard Greater San Diego Area Details
Phil Hilliard's US Trust Experience May 2013 - Present
Job Associate at Hahn Loeser & Parks LLP
Industry Legal Services
Experience
Hahn Loeser & Parks LLP  September 2015 - Present
U.S. Trust   May 2013 - Present
US Trust, Bank of America  January 2012 - May 2013
Maricopa County Attorney's Office  May 2010 - August 2010
Arizona Attorney General  May 2009 - August 2009
Department of Veterans Affairs  May 2007 - July 2008

Skills
Legal Research, Estate Planning, Tax Law, Trust Services, Legal Writing, Gift Planning, Charitable Gift Planning, Charitable Trusts, Corporate Law, Trials, Investment Management, Trusts, Hearings, Wills, Legal Issues, Westlaw, Mediation, Lexis, Courts

Education
Boston College Law School   2008 — 2011
Doctor of Law (J.D.), Law

Arizona State University   2004 — 2007
Bachelor of Arts, History and Political Science, Summa Cum Laude

Shelton Tate Shelton Tate Atlanta, Georgia Details
Shelton Tate's US Trust Experience July 2014 - Present
Job Assistant Vice President, Trust Relationship Officer at U.S. Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
U.S. Trust   July 2014 - Present
U.S. Trust   November 2013 - June 2014
Duggan Law Firm, LLC   January 2013 - August 2013
Wofford College  May 2011 - August 2011
Carolina One Real Estate  September 2007 - July 2010

Skills
Microsoft Word, Contract Negotiation, Legal Writing, Research, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Social Media, Community Outreach, Event Planning, Estate Planning, Customer Service

Education
Charlotte School of Law   2010 — 2013
JD

Auburn University   2002 — 2007
Bachelor of Science (BS), Psychology

Spartanburg High School

Nicholas Faraguna Nicholas Faraguna Greater New York City Area Details
Nicholas Faraguna's US Trust Experience April 2008 - December 2010
Job Trust Officer at Fiduciary Trust Company International
Industry Financial Services
Experience
Fiduciary Trust Company International  May 2015 - Present
Fiduciary Trust Company International via Solomon Page Group   October 2014 - May 2015
Wells Fargo  January 2013 - September 2014
Wells Fargo  April 2011 - December 2012
US Trust   April 2008 - December 2010
Ameriprise Financial Advisors  2006 - 2007

Skills
Wealth Management, Strategy, Financial Services, Retirement Planning, Estate Planning, Investments, Asset Managment, Financial Advisory, Finance, Credit, Strategic Financial..., Risk Management, Asset Management, Financial Planning, Portfolio Management, Asset Allocation, Management, Trusts

Education
The University of Connecticut   2001 — 2005
Bachelor in the College of Liberal Arts, Economics, Business Administration and Political Science

Mark Talt Mark Talt Pasadena, California Details
Mark Talt's US Trust Experience January 1989 - December 2003
Job President at CleanHealthy Pet Products
Industry Wholesale
Experience
CleanHealthy Pet Products   March 2012 - Present
CleanHealthyPets   March 2011 - Present
Los Angeles  March 2007 - May 2009
US Trust   January 1989 - December 2003

Skills
New Business Development, Strategic Planning, Strategic Financial..., Investments, Asset Managment, Sales Management, Asset Allocation, Marketing Strategy, Team Building, Marketing, Sales, Financial Analysis, Business Strategy, Wealth Management, Portfolio Management, Dogs, Entrepreneurship, Wholesale, Leadership, Competitive Analysis, Asset Management, Pets, Negotiation, Selling, Start-ups, Retail, Budgets, Trade Shows, Forecasting, Strategy, Product Development, Business Planning, Small Business, Management, Contract Negotiation, Online Marketing, Product Marketing, Sales Operations

Education
USC   1979 — 1982
Bachelor of Applied Science (B.A.Sc.)

George H. Hayes Jr. George H. Hayes Jr. Blue Springs, Missouri Details
George H. Hayes Jr.'s US Trust Experience January 2006 - March 2008
Job Sales Manager
Industry Retail
Experience
AT&T  May 2014 - February 2015
Summit Wealth Advisors, LLC  October 2013 - December 2013
Upromise  August 2012 - April 2013
Great Nation Investment Bank   July 2010 - August 2011
U.S. Trust   January 2006 - March 2008
Morgan Stanley Wealth Management  May 2003 - May 2005

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Planning, Business Strategy, Marketing Strategy, Non-profit..., Financial Accounting, Finance, Strategic Financial...

Education
Avila University   2008 — 2010
Master of Business Administration (M.B.A.), Finance, 3.5

American University   2001 — 2005
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance

Billy Morton Billy Morton Charlotte, North Carolina Area Details
Billy Morton's US Trust Experience March 2013 - Present
Job SVP, Private Client Advisor at US Trust
Industry Financial Services
Experience
US Trust   March 2013 - Present
US Trust   2009 - March 2013
Murchison, Taylor & Gibson, PLLC   2008 - 2009
Moore & Van Allen, PLLC   2004 - 2008

Skills
Trust Management, High Net Worth..., Estate Planning, Trusts, Private Wealth..., Wealth Preservation..., Estate Tax Planning, Trustee, Special Needs Planning, Wealth Management..., Wills, Wealth, Portfolio Management, Financial Planners, Asset Management, Estate Law, Financial Planning, Investment Management, Special Education, Wealth Management

Education
University of Georgia School of Law   2002 — 2005
Doctor of Law (JD)

University of North Carolina at Chapel Hill   1994 — 1998
BA, English Language and Literature, General

Sue W. Cole Sue W. Cole Greensboro/Winston-Salem, North Carolina Area Details
Sue W. Cole's US Trust Experience 1999 - 2006
Job Advisor
Industry Management Consulting
Experience
SAGE Leadership & Strategy   September 2011 - Present
Granville Capital, Inc.   July 2006 - June 2011
US Trust   1999 - 2006
North Carolina Trust Company   1987 - 1999

Education
University of North Carolina at Greensboro   1971 — 1977
BS; MBA, Business

Alma D. Banuelos Alma D. Banuelos Greater Los Angeles Area Details
Alma D. Banuelos's US Trust Experience December 2007 - Present
Job Managing Director, Market Trust Executive at US Trust
Industry Financial Services
Experience
US Trust   December 2007 - Present
Wells Fargo  June 1996 - November 2007
Union Bank  September 1991 - May 1996
Wells Fargo  April 1989 - August 1991

Skills
Asset Allocation, Asset Management, Asset Managment, Estate Planning, Investments, Management, Portfolio Management, Sales, Series 7, Wealth Management, Wealth Management...

Education
University of La Verne
B.S., Business Administration

Chun Kit (Michael) Wong Chun Kit (Michael) Wong Brooklyn, New York Details
Chun Kit (Michael) Wong's US Trust Experience January 2014 - December 2014
Job High Wealth Personal Income Tax Assistant at U.S. Trust, Bank of America Private Wealth Management
Industry Accounting
Experience
U.S. Trust   January 2014 - December 2014
Joe Fresh  July 2013 - November 2013
Do Graphics, Inc.   June 2013 - August 2013
Pegasus Circle, Inc.   September 2011 - June 2013

Skills
ProSystem fx Tax, Personal Income Tax..., Account Reconciliation, Time Management, Microsoft Excel, Accounting, Microsoft Word, Research, PowerPoint, Management, Customer Service, Marketing, Social Networking, Photoshop, Illustrator, Teaching, Public Speaking, Microsoft Office, Teamwork, Social Media

Education
Baruch College   2012 — 2016
Accounting, 3.47/4.0 GPA

John Dewey High School   2008 — 2012
High School Diploma, Computer Science Institute, 94/100 GPA

Michael Winter Michael Winter Boston, Massachusetts Details
Michael Winter's US Trust Experience November 2006 - July 2010
Job Senior Vice President Operations Mortgage Policy & Counterparty Relations at Bank of America
Industry Financial Services
Experience
Bank of America  June 2013 - Present
German Centre for Extended Care   February 2015 - Present
Bank of America  August 2010 - May 2013
U.S. Trust   November 2006 - July 2010
U.S. Trust Company of Delaware   January 2009 - February 2010
HITACHI Power Systems - Mechanical Dynamics & Analysis   March 2004 - November 2006
Kilowatthandel AG   January 2000 - November 2006
Siemens/KKR/Mannesmann Plastics Machinery   January 2002 - March 2004
Winter Management Consultancy   April 2000 - December 2001
GE Energy  August 1996 - March 2000

Skills
High Performance Teams, Global Management, Service Management, Business Transformation, Energy, Process Improvement, Operational Excellence, Acquisition Integration, Six Sigma, Risk Management, Portfolio Management, Change Management, Mergers & Acquisitions, Program Management, Start-ups, Leadership, Strategy, Management, Business Development, Strategic Planning, Business Strategy, Banking, Project Management, Operational Risk

Education
Union College
Master of Business Administration (M.B.A.)

Technische Universität Clausthal
Master's Degree

Technische Universität Clausthal
Bachelor's Degree

Sewell Strifler Sewell Strifler Houston, Texas Details
Sewell Strifler's US Trust Experience June 2012 - August 2012
Job Investment Banking Analyst at Jefferies
Industry Investment Banking
Experience
Jefferies  June 2015 - Present
KeyBanc Capital Markets  April 2014 - June 2015
KeyBanc Capital Markets  July 2013 - March 2014
OakStreet Wealth Management   August 2012 - April 2013
Dayton Children's Medical Center  August 2011 - December 2012
US Trust   June 2012 - August 2012
Kaye/Bassman International  May 2011 - August 2011

Skills
Time Management, Access, Bloomberg Terminal, Microsoft Excel, Strategy, Economics, Corporate Finance, Capital Markets, Equity Research, Financial Markets, Market Research, Management, Banking

Education
University of Dayton   2009 — 2013
Bachelor of Business Administration (BBA), Finance & Economics, 3.7

Jesuit College Prep   2005 — 2009

Jennifer Igartua Jennifer Igartua Greater New York City Area Details
Jennifer Igartua's US Trust Experience June 2010 - August 2010
Job Independent Consultant at Divided Sky Group
Industry Marketing and Advertising
Experience
Divided Sky Group   June 2015 - Present
Bluewolf  April 2012 - June 2015
William Travis Jewelry  May 2011 - March 2012
Betty.Dove   December 2004 - January 2012
Thought Leader Select  October 2010 - May 2011
US Trust   June 2010 - August 2010
GAPS Communication   June 2008 - August 2008

Skills
Salesforce.com, CRM, Lead Generation, Marketing Strategy, Marketing Automation, Eloqua, Account Management, Marketing Communications, Spanish, Marketo, Pardot, Sales & Marketing..., Lead Management, SaaS, Sales, Marketing

Education
University of North Carolina at Chapel Hill   2007 — 2011
Bachelor of Science, Business Administration

University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2007 — 2011
Bachelor of Science, Business Administration

Gregory Dienna, CFA Gregory Dienna, CFA New York, New York Details
Gregory Dienna, CFA's US Trust Experience March 2007 - April 2008
Job Wealth Manager at Manchester Capital Management
Industry Financial Services
Experience
Manchester Capital Management, LLC   June 2012 - Present
SEI Private Wealth Management   April 2008 - June 2012
US Trust   March 2007 - April 2008
Wachovia  May 2002 - April 2007
JP Morgan Chase  February 1992 - September 2002

Skills
Wealth Management, Investments, Investment Advisory, Asset Allocation, Alternative Investments, Private Equity, Estate Planning, Credit, Asset Managment, Portfolio Management, Due Diligence, Equities, Insurance, Strategic Financial..., Hedge Funds, Corporate Finance, Asset Management

Education
University of Delaware - Lerner College of Business and Economics   1987 — 1991
BS, Finance and Marketing

Adwait Shirali Adwait Shirali Greater New York City Area Details
Adwait Shirali's US Trust Experience October 2008 - April 2012
Job Manager at EY
Industry Management Consulting
Experience
EY  October 2014 - Present
Ernst & Young  April 2012 - October 2014
US Trust   October 2008 - April 2012
Bank of America  March 2006 - September 2008

Skills
Requirements Analysis, SDLC, Business Analysis, IT Strategy, Strategy, Program Management, Requirements Gathering, PL/SQL, Management Consulting, Change Management, Financial Services, Consulting, SQL, Process Improvement, Finance, Project Management, Software Project..., Banking, Management

Education
Mumbai University   2001 — 2005
Bachelor of Engineering (B.E.), Electronics and Telecommunications

Chris Borowiec Chris Borowiec United States Details
Chris Borowiec's US Trust Experience September 2009 - Present
Job Managing Director U.S. Trust
Industry Financial Services
Experience
U.S. Trust   September 2009 - Present

Education
Assumption College   1982 — 1986
Bachelor of Arts, Economics with a Business concentration

Benjamin Cantor Benjamin Cantor Greater Boston Area Details
Benjamin Cantor's US Trust Experience August 2013 - July 2014
Job Trust Administrator at Choate, Hall & Stewart
Industry Law Practice
Experience
Choate, Hall & Stewart   August 2014 - Present
U.S. Trust   August 2013 - July 2014
US Trust   September 2011 - August 2013
MacCormack Law Firm   August 2008 - October 2011
Northeast Delta Dental  June 2006 - September 2006

Skills
Notary Public, LexisNexis, Westlaw, Microsoft Office, Mac OS X, Windows, Legal Issues, Estate Administration, Family Law, Estate Planning, Legal Research, Real Estate, Trust Services, Trusts, Securities Regulation, Wills, Securities, Trials, Corporate Law, Wealth Management..., Legal Writing, Tax Law, Commercial Litigation, Litigation, Courts, Corporate Governance, Mediation, OS X, Outlook, Criminal Law, Employment Law, Civil Litigation, Lexis, Legal Compliance, Hearings, Bankruptcy

Education
Suffolk University Law School   2007 — 2010
JD

Alfred University   2003 — 2007
BS, Business Admin, Economics

Mike Shields, CFA Mike Shields, CFA Charlotte, North Carolina Area Details
Mike Shields, CFA's US Trust Experience 1997 - 2002
Job President & CEO at Piedmont Trust Company
Industry Investment Management
Experience
Piedmont Trust Company  June 2012 - Present
Shields Advisors   April 2010 - June 2012
Blackhawk Capital Management   2008 - 2010
Eastover Capital Management   2005 - 2007
Halftime Group   2003 - 2005
US Trust   1997 - 2002
Scudder, Stevens & Clark   1992 - 1997
Nationsbank (now Bank of America)   1980 - 1992

Education
University of North Carolina at Chapel Hill   1982 — 1984
MBA, Finance

UNC Charlotte   1976 — 1980
BA, Economics

Jim Blech Jim Blech Jacksonville, Florida Area Details
Jim Blech's US Trust Experience January 2001 - Present
Job SVP, Portfolio Manager at US Trust
Industry Financial Services
Experience
US Trust   January 2001 - Present
Colonial Asset Management   June 1998 - December 2000
Barnett Bank  July 1994 - June 1998
Merrill Lynch  July 1992 - July 1994

Skills
Investment Strategies, Wealth Management..., Alternative Investments, Investment Management, High Net Worth..., Wealth Management

Education
University of Florida   1989 — 1992
Bachelor of Science (BS), Finance, General

Kathleen Segal, J.D., CTFA, CLPF, NCG Kathleen Segal, J.D., CTFA, CLPF, NCG San Francisco Bay Area Details
Kathleen Segal, J.D., CTFA, CLPF, NCG's US Trust Experience June 1999 - June 2011
Job Professional Trustee and Financial Advisor
Industry Financial Services
Experience
Montclair Fiduciary and Planning Advisors, LLC   August 2011 - Present
U.S. Trust   June 1999 - June 2011
Mutual of America  October 1990 - June 1999
Davidson, Dawson & Clark   August 1989 - September 1990
Humes, Botzow, Wagner & Miller   April 1987 - July 1989
Bouck, Holloway, Kiernan & Casey   November 1985 - April 1987

Skills
Trust Services, Fiduciary, Estate Law, Investments, LLC, Investment Strategies, Finance, Hedge Funds, Asset Management, Investment Advisory, Wealth, Retirement Planning, Management, Trust Management, Long-term Care, Private Banking, Mutual Funds

Education
Albany Law School of Union University
Juris Doctor, Law

Smith College
Bachelor of Arts, History and Government

Matt Rutter Matt Rutter Portland, Oregon Area Details
Matt Rutter's US Trust Experience October 2005 - May 2011
Job Director of Programs and Marketing at Oregon Association of Minority Entrepreneurs
Industry Marketing and Advertising
Experience
OAME-Oregon Association of Minority Entrepreneurs   July 2011 - Present
US Trust   October 2005 - May 2011
State Street Bank  November 2003 - September 2005
True Value Company  November 2001 - September 2003

Skills
Asset Management, Marketing, Financial Services, Marketing Strategy, Advertising, Project Planning, Strategic Planning, Customer Service, Project Coordination, Investments, Loans

Education
University of Oregon - Charles H. Lundquist College of Business   1993 — 2000
Bachelors, Marketing

Tyler Brock, CFP® Tyler Brock, CFP® San Francisco Bay Area Details
Tyler Brock, CFP®'s US Trust Experience December 2010 - May 2011
Job
Industry Investment Management
Experience
Beacon Pointe Wealth Advisors  February 2015 - Present
Polaris Wealth Advisers, LLC (Formerly Polaris Equity Management, Inc.)   February 2012 - January 2015
US Trust   December 2010 - May 2011
The Presidio Group LLC  August 2009 - December 2010
Bernstein Global Wealth Management  June 2005 - August 2009
Goldman Sachs, SLK Fixed Income Division   January 2003 - June 2005

Skills
Investments, Wealth Management, Wealth Management..., Strategic Financial..., Investment Management, High Net Worth..., Securities, Mutual Funds, Investment Strategies, Investment Banking, Financial Modeling, Tax, Retirement Planning, Investment Advisory, Fixed Income, Hedge Funds, Asset Managment, Valuation, Alternative Investments, Series 63, Portfolio Management, Financial Services, Financial Advisory, Asset Allocation, Private Equity, Equities, Series 7, Bonds, Financial Analysis, ETFs, Estate Planning, Venture Capital, 401k, Banking, Bloomberg, Business Development, Emerging Markets, FINRA, Finance, Financial Markets, Wealth, Trading, Retirement, Equity Research, Due Diligence, Derivatives, Capital Markets

Education
University of Colorado at Boulder - Leeds School of Business   1997 — 2001
Bachelor of Science

Marin Catholic High School

Laura Kaplan Laura Kaplan Miami/Fort Lauderdale Area Details
Laura Kaplan's US Trust Experience January 2013 - Present
Job Managing Director, Private Banker at US Trust
Industry Financial Services
Experience
US Trust   January 2013 - Present
Deutsche Bank  January 2010 - January 2013
SunTrust Bank  December 2008 - December 2009
Citigroup  February 1998 - December 2008
Citigroup- Private Bank  2006 - 2008
Citigroup Latin America  1998 - 2003
General Motors Treasury   1996 - 1998
Delphi Automotive Systems  1995 - 1996

Skills
Wealth Management, Funding, Banking, Portfolio Management, Private Banking, Credit, Investment Banking, Credit Risk, Capital Markets, Asset Management, Equities, Commercial Lending, Fixed Income, Commercial Banking, Investments, Securities, Financial Services, Loans, Series 7, Wealth Management..., Mutual Funds, Derivatives, Treasury Management, Financial Risk, Credit Analysis, Relationship Management, Cash Management, Alternative Investments, Bonds, Investment Management, Emerging Markets, Asset Allocation, Investment Advisory, Hedge Funds, Series 63, Structured Finance, Private Equity, FX Options, Corporate Finance, Mortgage Lending, KYC, Payments, Financial Markets

Education
University of South Carolina-Columbia   1994 — 1996
MIBS, Chinese and Finance

Wellesley College   1987 — 1991
B.A., Chinese and Economics

Wellesley College   1987 — 1991
ba

Nevin Gleason Nevin Gleason New York, New York Details
Nevin Gleason's US Trust Experience May 2015 - Present
Job Client Sales and Service Officer at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   May 2015 - Present
Vanguard  June 2014 - May 2015
Independent Securities Trader   June 2010 - July 2014
N.D.G. Logistics, L.L.C.   May 2011 - June 2014
UNC Kenan-Flagler  August 2012 - May 2014
University of North Carolina at Chapel Hill  August 2011 - May 2014
Traverse Partners   June 2011 - August 2011
Computer Pros on Call   June 2008 - August 2008

Skills
Options, Technical Analysis, Equity Trading, ETFs, Equities, Leveraged Finance, Capital Markets, Equity Research, Trading, Investments, Securities, Financial Analysis

Education
University of North Carolina at Chapel Hill   2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Investments

Manchester Business School   2013 — 2013
Business Administration and Management, General

LNHS

LNHS

LNHS

Neil Danzger Neil Danzger Greater New York City Area Details
Neil Danzger's US Trust Experience 1998 - 2004
Job CoFounder & CFO/COO at Rebar Systems, LLC
Industry Information Technology and Services
Experience
Rebar Systems, LLC  2010 - Present
Miami International Holdings, Inc.   2008 - 2010
Front Row Electronics, LLC   2007 - 2008
RiverEdge Capital Partners LLC   2005 - 2007
US Trust   1998 - 2004
Morgan Stanley  1992 - 1997

Skills
Risk Management, Finance, Start-ups, Valuation, Financial Modeling, Hedge Funds, Investment Management, Competitive Analysis, Trading Systems, Entrepreneurship, Financial Analysis, Budgets, Financial Reporting, Capital Markets, Insurance, Contract Negotiation, Real Estate, E-commerce, IT Financial Management, Technical Recruiting, Human Relations, Employee Benefits, IPO, Budgeting, Legal Issues, Compliance, Operations, Administration, Purchasing, Systems Analysis, Business Development, Venture Capital, Enterprise Software, Private Equity, Mergers & Acquisitions, Board of Directors, Governance, Equities, Investments, Portfolio Management, Asset Management

Education
University of Pennsylvania - The Wharton School
B.S. Economics, Accounting

University of Pennsylvania - School of Engineering
B. Applied Science, Computer Science

New York University - Leonard N. Stern School of Business
MBA, Finance

Alison Cassidy Alison Cassidy Greater Boston Area Details
Alison Cassidy's US Trust Experience 1987 - February 1991
Job HR Business Partner at Franciscan Hospital for Children
Industry Biotechnology
Experience
Franciscan Hospital for Children  August 2011 - Present
Bay Cove Human Services  December 2010 - August 2011
Archemix  2007 - 2009
John Hancock Life Insurance Company (U.S.A.)   1999 - May 2005
John Hancock Life Insurance Company (U.S.A.)   1997 - 1999
John Hancock Life Insurance Company (U.S.A.)   1992 - 1997
John Hancock Life Insurance Company (U.S.A.)   1991 - 1992
US Trust   1987 - February 1991

Skills
Employee Relations, Talent Acquisition, Screening, FMLA, HRIS, Human Resources, Customer Service, Onboarding, Deferred Compensation, Healthcare, Performance Management, Interviews, Talent Management, Team Building, Recruiting, Management, ADP Payroll, Employee Benefits, Benefits Administration

Education
University of Massachusetts Dartmouth   1979 — 1983
BA, Psychology

Katrina Damon, CTFA Katrina Damon, CTFA Los Angeles, California Details
Katrina Damon, CTFA's US Trust Experience January 2015 - Present
Job Vice President, Trust Officer II CTFA at US Trust
Industry Financial Services
Experience
U.S. Trust   January 2015 - Present
U.S. Trust   July 2013 - Present
US Trust   August 2011 - Present
US Trust, Bank of America  June 2010 - August 2011
US Trust, Bank of America Private Wealth Management  June 2008 - August 2011
Bank of America Private Bank  June 2007 - June 2008
State Street Bank  June 2006 - June 2007

Skills
Certified Trust and..., Estate Planning, Investments, Wealth Management..., Investment Management, Strategy, High Net Worth..., Management, Program Management, Tax, Philanthropy, Trust Management, Customer Service, System Administration, Portfolio Management, Banking, Wealth Management, Asset Management, Mutual Funds, Equities

Education
University of Rhode Island   2002 — 2006
Bachelor of Arts (B.A.), Spanish and Communications

Caroline Ercolino Caroline Ercolino Greater New York City Area Details
Caroline Ercolino's US Trust Experience May 2013 - November 2014
Job Senior Vice President at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   May 2013 - November 2014
Morgan Stanley  February 2003 - April 2013
Wellington Management  June 1996 - December 2002
Teton Partners, LLP   September 1993 - June 1996

Skills
Equities

Education
Babson College - Franklin W. Olin Graduate School of Business
Business Administration and Management, General

Colorado State University
Bachelor of Science (BS), Psychology

Kevin McCulloch, CFP® Kevin McCulloch, CFP® Dallas/Fort Worth Area Details
Kevin McCulloch, CFP®'s US Trust Experience 1997 - 2011
Job Senior Trust Advisor, Comerica Wealth Management
Industry Banking
Experience
Comerica Bank  2011 - Present
U.S. Trust   1997 - 2011

Skills
Estate Planning, Wealth Management, Financial Planning, Retirement Planning, Asset Allocation, Wealth Management..., Trust Services, Portfolio Management, Trusts, Investments, High Net Worth..., Private Banking, Strategic Financial..., Asset Management, Banking, Alternative Investments, Fixed Income, Series 7, Investment Advisory

Education
Abilene Christian University   1982 — 1986
BBA Finance

Robert Goodman Robert Goodman Phoenix, Arizona Area Details
Robert Goodman's US Trust Experience October 2005 - Present
Job Wealth Strategist at U.S. Trust Company
Industry Financial Services
Experience
U.S. Trust   October 2005 - Present
University of Phoenix  January 2001 - July 2013
Price Kong & Company  November 1998 - October 2005
Furst, Goodman & Associates   October 1994 - November 1998
John L. Casalena, CPA, P.C.   October 1992 - October 1994
Goracke & Wilcox   July 1984 - October 1992
Peru State College  May 1988 - September 1992

Skills
Estate Planning, Tax, Income Tax, Corporate Tax, Financial Planners, Strategic Financial..., Financial Analysis, Wealth Management, Small Business, Accounting, Retirement Planning, Mergers, Management Consulting, Investment Advisory, Cash Management, Financial Advisory, Mutual Funds, Asset Allocation, Investment Management, Trusts, Alternative Investments, Wealth, CPA, 401k, Personal Financial..., Private Banking, High Net Worth..., Financial Planning, Mergers & Acquisitions

Education
Arizona State University, W. P. Carey School of Business   1993 — 1995
Master of Taxation, Tax

University of Nebraska-Lincoln   1980 — 1984
Bachelor of Science, accounting

York High School   1977 — 1980
York, Nebraska

Kristen Doering Kristen Doering Greater New York City Area Details
Kristen Doering's US Trust Experience September 2000 - November 2002
Job Benefits Manager at Convergex
Industry Human Resources
Experience
Convergex  April 2015 - Present
Convergex Group, LLC   November 2007 - May 2015
United Independent School District  2003 - 2007
US Trust   September 2000 - November 2002
Fidelity Investments  1999 - 2000
Fidelity Investments  1997 - 1999
Prudential Securities  1996 - 1997

Skills
Employee Benefits, Recruiting, Employee Training, HRIS, Training, Personnel Management, Employment-based..., Relocation

Education
University of Scranton   1992 — 1996
Communications with a minor in Business

Gary Hatton Gary Hatton Greater Boston Area Details
Gary Hatton's US Trust Experience August 1978 - August 1980
Job Managing Director at Granahan Investment Management
Industry Financial Services
Experience
Granahan Investment Management  June 1985 - Present
Eaton Vance  June 1982 - June 1985
US Trust   August 1978 - August 1980

Skills
Equities, Asset Allocation, Asset Managment, Investments, Portfolio Management, Life Science Industry, Healthcare, Microcap, Asset Management

Education
University of Wisconsin-Madison - School of Business   1980 — 1982
MS, Finance

University of Rhode Island   1974 — 1978
BS, Animal Science

Mandy Perro, CFP® Mandy Perro, CFP® Phoenix, Arizona Area Details
Mandy Perro, CFP®'s US Trust Experience March 2014 - Present
Job Senior Resource Specialist at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   March 2014 - Present
US Trust   November 2012 - Present
MHN Government Services  June 2009 - Present
Principal Financial Group  October 2008 - February 2009
UBS Wealth Management  July 2002 - April 2008

Skills
Investments, Finance, Retirement Planning, Wealth Management, Strategic Financial..., Asset Allocation, Investment Advisory, Retirement, Portfolio Management, Mutual Funds, Investment Strategies, Asset Management, Financial Advisory, Risk Management, Estate Planning, Fixed Income, Financial Analysis, Insurance, Investment Management, Bonds

Education
Arizona State University   1996 — 2001
Bachelor, Mathematics

Beth Jackson Beth Jackson Greater Minneapolis-St. Paul Area Details
Beth Jackson's US Trust Experience June 2013 - Present
Job Managing Director, Market Executive at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   June 2013 - Present
Anchor Investments & Trust   September 2008 - July 2012
UBS Wealth Management  June 2004 - July 2008
Wells Fargo Private Client Services  1995 - 2004
First Bank System  August 1986 - September 1994
Merrill Lynch  January 1983 - August 1986

Skills
Series 7, Investments, Wealth Management, Strategic Financial..., Securities, Investment Management, Retirement Planning, Series 63, Portfolio Management, Asset Managment, Equities, Asset Allocation, Investment Advisory, Mutual Funds, Financial Advisory, Estate Planning, Risk Management, 401k, Retirement, Financial Analysis, Wealth Management..., Series 24, Financial Services, Investment Strategies, Relationship Management, High Net Worth..., Personal Financial..., Sales Management, Sales Management..., Building High..., Driving Sales..., Series 9 & 10, Leadership, Asset Management, Banking, Private Banking, Credit Analysis, Credit, Commercial Banking, Alternative Investments, Cash Management, Mortgage Lending, Small Business Lending, Finance, Wealth, Insurance, Commercial Lending, Lines Of Credit, Treasury Management, Financial Planning

Education
Babson College   1978 — 1982
BSBA, Finance and Investments

Andrew Russ Andrew Russ Palo Alto, California Details
Andrew Russ's US Trust Experience July 2007 - July 2009
Job Venture Capital & Startups, Business Development Manager at Amazon Web Services
Industry Information Technology and Services
Experience
Amazon Web Services  December 2013 - Present
Triangle Peak Partners   May 2011 - November 2013
Triangle Peak Partners   July 2009 - May 2011
U.S. Trust   July 2007 - July 2009
Lehman Brothers  June 2006 - August 2006

Skills
Investments, Private Equity, Venture Capital, Portfolio Management, Financial Modeling, Asset Managment, Equities, Valuation, Hedge Funds, Alternative Investments, Due Diligence, Fixed Income, Corporate Finance, Bloomberg, Capital Markets, Equity Research, Emerging Markets, Investment Management

Education
Amherst College   2003 — 2007
BA, Sociology

Seabury Hall   1999 — 2003
High School Degree

Steve Block Steve Block Greater Los Angeles Area Details
Steve Block's US Trust Experience November 2013 - Present
Job Senior Vice President, Private Client Advisor at U.S. Trust
Industry Banking
Experience
U.S. Trust   November 2013 - Present
Bank of America  July 2008 - November 2013
Bank of New York Mellon  2006 - 2008
Imperial Bank  1991 - 2000

Skills
Commercial Banking, Mergers & Acquisitions, Banking, Finance, Credit, Loans, Capital Markets, Investment Banking, Strategy, Financial Services, Asset Based Lending, Leadership, CRM, Financial Structuring, Portfolio Management, Syndications, Management, Strategic Financial..., Commercial Lending, Middle Market, Financial Modeling, Investments, Treasury Management, Cash Flow Lending, Corporate Finance, Credit Analysis, Due Diligence, Risk Management, Financial Analysis, Mergers, Business Development, New Business Development

Education
Thunderbird School of Global Management   1987 — 1989
MBA, International Business

American University   1981 — 1985
BSBA, Business and Economics

Gary Kayfus CFP ® Gary Kayfus CFP ® Boca Raton, Florida Details
Gary Kayfus CFP ®'s US Trust Experience January 2004 - August 2008
Job Vice President and Senior Relationship Manager, Commercial Banking / Wealth Management, The Northern Trust Company
Industry Financial Services
Experience
The Nothern Trust Company   March 2014 - Present
Sabadell United Bank  April 2011 - March 2014
1st United Bank  December 2009 - April 2011
US Trust   January 2004 - August 2008
Northern Trust Bank  January 1994 - January 2004
Chase Manhattan Private Bank  July 1990 - January 1994

Skills
Portfolio Management, Credit, Banking, Commercial Banking, Finance, Asset Management, Risk Management, Strategy, Commercial Lending, Wealth Management, Loans, Relationship Management, Business Development, Investments, Private Banking, Financial Services, Treasury Management

Education
University of Miami
MBA, Finance

University of Miami
Bachelor of Science, Chemistry and Biology; Continuing Education

Sarah Anderson, CPA Sarah Anderson, CPA Portland, Oregon Area Details
Sarah Anderson, CPA's US Trust Experience August 2011 - May 2013
Job Sarah Anderson, LLC Maletis Family Office Director
Industry Financial Services
Experience
Sarah Anderson, LLC   May 2013 - Present
US Trust   August 2011 - May 2013
Moss Adams LLP  June 2007 - August 2011

Education
University of Oregon - Charles H. Lundquist College of Business   2003 — 2007
BS, Accounting

Mindy Day-Hodges Mindy Day-Hodges Greater Los Angeles Area Details
Mindy Day-Hodges's US Trust Experience 1998 - 2007
Job Investment Specialist/Portfolio Manager
Industry Investment Management
Experience
Convergent Wealth Advisors  2008 - 2008
Bessemer Trust  2007 - 2008
US Trust   1998 - 2007
Principal Financial Group  January 1998 - October 1999
United States Peace Corps Koutiala, Mali - West Africa   August 1995 - November 1997

Education
University of Southern California - Marshall School of Business   2001 — 2003

University of Northern Iowa   1991 — 1995
Bachelor of Arts, Finance

John Pagliuca John Pagliuca Greater Boston Area Details
John Pagliuca's US Trust Experience August 1999 - June 2010
Job Senior Portfolio Manager TIAACREF
Industry Investment Management
Experience
TIAA-CREF  April 2013 - Present
Wealth Management Consultant   October 2011 - April 2013
Boston Advisors  June 2010 - October 2011
U.S. Trust   August 1999 - June 2010
Scudder Stevens and Clark  1993 - 1999

Education
Emory University   2008 — 2009
CTFA, Trust and Investments

Babson College - Franklin W. Olin Graduate School of Business   1999 — 2002
MBA, Finance

Northeastern University   1988 — 1993
BS, Finance

Malden Catholic

John C. Raaf, CFA, CFP® John C. Raaf, CFA, CFP® Portland, Oregon Area Details
John C. Raaf, CFA, CFP®'s US Trust Experience July 2006 - June 2008
Job President of Raaf Investment Advisors
Industry Investment Management
Experience
Raaf Investment Advisors   December 2010 - Present
Pacific Investment Advisors   June 2008 - September 2010
US Trust   July 2006 - June 2008
Northwest Investment Counselors   August 2002 - July 2006
Leader Capital Corp.  1999 - 2001
Red Chip Review   1995 - 1999
Black Diamond Equipment  August 1992 - July 1993

Skills
Investment Advisory, Financial Planning, Investments, Asset Allocation, Equities, Retirement, Asset Management, Portfolio Management, Wealth Management, Retirement Planning

Education
Willamette University MBA   1993 — 1995
MBA, Finance, Accounting

University of Colorado Boulder   1987 — 1991
BA, Psychology

Tenafly High School   1982 — 1986

Amelia Hopkins Amelia Hopkins Greensboro/Winston-Salem, North Carolina Area Details
Amelia Hopkins's US Trust Experience May 1994 - March 2006
Job CFA, CAIA
Industry Investment Management
Experience
Retired Investment Professional   2015 - Present
Granville Capital, Inc.   2006 - 2015
US Trust   May 1994 - March 2006
Bryan School of Business - UNCG   August 1991 - May 1994

Skills
Asset Allocation, Fixed Income, Portfolio Management, Alternative Investments, Investment Management, Hedge Funds, Wealth Management, Asset Management, Investments, Equities, Investment Strategies

Education
University of North Carolina at Greensboro   1989 — 1991
M.A., Economics

University of North Carolina at Greensboro   1976 — 1979
B.A., Political Science

Athena Frazier Athena Frazier United States Details
Athena Frazier's US Trust Experience May 1999 - September 2001
Job Creative Business Development
Industry Design
Experience
Keena Co.   November 2012 - Present
Independent Consultant  September 2011 - Present
Covet Apparel & Accessories   October 2007 - September 2011
Elizabeth Street & Zelda's Shoe Bar   May 2002 - May 2007
US Trust   May 1999 - September 2001
The Racquet Club  January 1996 - March 1999
Gango Gallery   October 1993 - January 1996

Skills
Account Management, Business Development, Brand Developement, Client Services, Trend Analysis, Styling, Fashion, Apparel, Visual Merchandising, Sales, Entrepreneurship, Product Knowledge, Customer Relations, Internal Communications, Organizing, Strategic Planning, Event Planning, Wholesale Buyer, Retail Management, Trade Shows, Brand Development, Copywriting

Education
University of Oregon
Bachelor of Arts, French Literature & Art History

Universite de Lyon
Language Immersion, Cultural Studies

Julio A. Lacayo Julio A. Lacayo Saint Paul, Minnesota Details
Julio A. Lacayo's US Trust Experience 2014 - 2015
Job SVP Wealth Management Executive for U.S. Trust
Industry Financial Services
Experience
U.S. Trust   2014 - 2015
J.P. Morgan Asset Management   September 2011 - January 2014
U.S. Bank   May 2004 - August 2011

Skills
Loans, Private Banking, Wealth Management, High Net Worth..., Banking, Trusts, Financial Services, Wealth Management..., Investments, Finance, Business Development, Wealth, Management, Estate Planning, Asset Management, Portfolio Management, Credit

Education
Allegheny College
Economics

Georgetown University
MBA, Business Administration and Management, General

Nicole Stamsek Nicole Stamsek Mesa, Arizona Details
Nicole Stamsek's US Trust Experience April 2013 - Present
Job Senior Customer Service Rep
Industry Financial Services
Experience
U.S. Trust   April 2013 - Present
The Antelope Valley Times   December 2012 - April 2013
Bank of America  June 2012 - April 2013
Tri-anim Health Services  February 2011 - June 2012
Charter College  May 2010 - February 2011
ITT Corporation, Test & Support Systems   June 2009 - May 2010
ITT  March 2007 - June 2009
DataQuik Corporation   February 2003 - March 2007

Skills
Software Documentation, Customer Service, Data Entry, Training, System Administration, Microsoft Office, Microsoft Excel, Process Improvement, Access, Human Resources, Quality Assurance, Microsoft Word, Process Scheduler, Databases, Documentations, Medical Records, Multi-line Phone, Appointment Scheduling, Windows 7, Office Management, PowerPoint, Teamwork, Sales Operations, Sales, Supervisory Skills, Writing, Typing, Professional..., Deadline Oriented, Thrive in..., Thrive in A Fast-paced..., Memorization, Independence

Education
Antelope Valley College   2009 — 2012
Economics, Business Administration

Lancaster High School   2002 — 2006

Amy Bock Amy Bock Orlando, Florida Area Details
Amy Bock's US Trust Experience January 1990 - April 2015
Job Daily Money Management and Fiduciary Solutions
Industry Financial Services
Experience
MoneyCare, LLC   May 2015 - Present
US Trust   January 1990 - April 2015

Skills
Wealth Management, Estate Planning, Trusts, Asset Allocation, Financial Planning, Wealth Management..., Trust Management, Strategic Financial..., Portfolio Management, Investment Management, Estate Tax Planning, Asset Management, Investment Advisory, Tax, Asset Protection, Long-term Customer..., Wealth, Fiduciary Services, Trust Services, High Net Worth...

Education
University of Florida - Warrington College of Business Administration   1984 — 1987
BSBA, Finance

Bill Machado Bill Machado Greater New York City Area Details
Bill Machado's US Trust Experience July 1996 - July 2002
Job Retirement Plan Consultant AEPG Wealth Strategies
Industry Financial Services
Experience
AEPG® Wealth Strategies  February 2015 - Present
Summit Medical Group of New Jersey  March 2012 - February 2015
Mutual of America  September 2007 - April 2009
City National Bank  March 2006 - June 2007
ADP  July 2004 - December 2005
CitiStreet  December 2002 - July 2004
US Trust   July 1996 - July 2002
U.S. Trust   1996 - 2002
Guardian Life Insurance Co.  January 1990 - July 1996

Skills
CRM, Management, Sales, Leadership, Strategic Partnerships, Business Development, Strategy, Mutual Funds, Relationship Management, Sales Process, 401k, Cross-functional Team..., Financial Services, Selling, Contract Negotiation, Marketing, Investments, Customer Service, Social Networking, Retirement Planning, Employee Benefits

Education
State University of New York at Albany
Business Administration

William Paterson University of New Jersey
Certificate, Dynamics of Organizational Change

National Association of State Boards of Accountancy
Certificate of Continuing Ed on Retirement Planning

NYU School of Professional Studies
Certificate of Business Administration

Kevin Matta Kevin Matta Providence, Rhode Island Details
Kevin Matta's US Trust Experience February 2010 - February 2012
Job Blue Cross & Blue Shield of Rhode Island
Industry Consumer Services
Experience
Blue Cross & Blue Shield of Rhode Island  June 2015 - Present
Blue Cross & Blue Shield of Rhode Island  August 2013 - Present
Blue Cross & Blue Shield of Rhode Island  May 2014 - June 2015
Bank of America  2008 - September 2012
US Trust   February 2010 - February 2012
Bank of America  November 2008 - March 2010
Bank of America  February 2009 - January 2010

Skills
Mortgage Lending, Mortgage Banking, Loan Origination, FHA, VA loans, Loans, Refinance, USDA, FHA financing, Residential Mortgages, Credit, Government Loans, Construction Loans, Consumer Lending, Credit Analysis, Banking, Lines Of Credit, Retail Banking, Small Business Lending

Education
University of Phoenix   2015 — 2019
Bachelor's degree, Business Administration and Management, General

Robert Garr Schwartz Robert Garr Schwartz Greater Nashville Area Details
Robert Garr Schwartz's US Trust Experience June 2005 - March 2009
Job Founder at Garr's Bev Co.
Industry Financial Services
Experience
Garr's Bev Co.   July 2015 - Present
Tennessee Brew Works   January 2011 - July 2015
Northwestern Mutual  May 2009 - December 2010
US Trust   June 2005 - March 2009
Lehman Brothers  1997 - 2005
Credit Suisse First Boston  1994 - 1997
Morgan Stanley Investment Management  1993 - 1994

Education
University of Notre Dame   1988 — 1992
BBA, Finance

Newlin Rankin Newlin Rankin San Francisco Bay Area Details
Newlin Rankin's US Trust Experience December 2011 - Present
Job Senior Portfolio Manager, Senior Vice President
Industry Investment Management
Experience
US Trust   December 2011 - Present
Thomson Reuters  May 2010 - December 2011
City & County of San Francisco  November 2007 - May 2010
Franklin Templeton Investments  August 2005 - March 2008
Phoenix Investment Partners  May 2002 - December 2004
American Century Investments  January 2000 - May 2002
American Century Investments  January 1994 - December 1999
Wells Fargo  October 1991 - December 1993

Skills
Fixed Income, Portfolio Management, Investments, MBS, Swaps, Finance, Bloomberg, Asset Allocation, Institutional..., Trading, Investment Strategies, High Yield, Alternative Investments, Hedge Funds, Investment Management, Bonds, Wealth Management, ETFs, Asset Management, Capital Markets, Valuation, Economics, Securities, Mutual Funds, Investment Advisory, Derivatives, Structured Products, Financial Markets, Wealth Management..., Separately Managed..., Options

Education
University of San Francisco   1989 — 1990
MBA, Finance / International Finance

University of San Francisco   1987 — 1989
BS, Decision Science

Tiffany Webb Tiffany Webb Portland, Oregon Area Details
Tiffany Webb's US Trust Experience March 2013 - Present
Job Trust Associate at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   March 2013 - Present
U.S. Trust   November 2009 - April 2013
Bank of America  June 2006 - October 2009
Nordstrom  June 2007 - September 2007
Azusa Pacific University  June 2005 - July 2006
Azusa Pacific University  October 2004 - December 2005

Skills
Management, Sales, Retail, Analysis, Nonprofits, Public Speaking, Financial Analysis, Project Management, Customer Service, Marketing, Strategic Planning, Leadership, Public Relations, Investments

Education
Azusa Pacific University   2004 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.0

Zhejiang University   2008 — 2009
International Marketing, 3.75

Calvary Chapel High   2000 — 2004
General Studies, 4.0

Randy Peterson, CFA Randy Peterson, CFA San Francisco Bay Area Details
Randy Peterson, CFA's US Trust Experience 1998 - 2006
Job Portfolio Manager at First Republic
Industry Investment Management
Experience
First Republic Investment Management  2006 - Present
US Trust   1998 - 2006
Wells Fargo Bank  1992 - 1997

Skills
Asset Allocation, Alternative Investments, Investments, Portfolio Management, Wealth Management, Private Banking, Strategic Financial..., Due Diligence, Tactical Asset..., High Net Worth..., Equity Research, Hedge Funds

Education
University of Colorado Boulder   1988 — 1992
BS, Business Administration

University of Oregon - Charles H. Lundquist College of Business   1997 — 1998
MBA

David Laubi David Laubi Greater St. Louis Area Details
David Laubi's US Trust Experience 1996 - 1997
Job Assurance Director, Lender Advisory Services
Industry Banking
Experience
BDO USA, LLP, formerly Stone Carlie & Co., LLC   April 2014 - Present
Collateral Consultants LLC   February 1998 - March 2014
BDO Seidman  1997 - 1998
US Trust   1996 - 1997
Shawmut National Corporation  1986 - 1992

Education
University of Massachusetts Dartmouth   1983 — 1985
Bachelor of Arts (B.A.), Accounting

Robbie Boone Robbie Boone Washington, District Of Columbia Details
Robbie Boone's US Trust Experience August 2000 - March 2003
Job Vice President, Government Affairs at The Farm Credit Council
Industry Government Relations
Experience
The Farm Credit Council  May 2009 - Present
United States Senate  January 2006 - March 2009
U.S. House of Representatives   July 2003 - December 2005
US Trust   August 2000 - March 2003

Skills
Public Policy, Legislative Relations, Policy Analysis, Legislation, Political Campaigns, Grassroots Organizing, Legislative Research, Legislative Affairs, Appropriations, Community Outreach, Legal Research, International Relations, Congressional Affairs, Government, Public Affairs, Politics, Governmental Affairs, Political Consulting, Constituent Services, Media Relations

Education
University of Miami School of Law   1996 — 2000
Juris Doctor (JD)

University of Miami - School of Business   1996 — 2000
Master of Business Administration (M.B.A.), Finance

Wake Forest University   1991 — 1995
Bachelor of Arts (B.A.), cum laude, History and Communications with Honors (both majors)

Broughton High School   1987 — 1991
Diploma

Stacy Reinhart Stacy Reinhart Greater Boston Area Details
Stacy Reinhart's US Trust Experience October 2004 - April 2009
Job Managing Director at Emerson Investment Management
Industry Investment Management
Experience
Emerson Investment Management  April 2009 - Present
US Trust   October 2004 - April 2009
State Street Global Advisors  1999 - October 2004
Cape Cod Bank and Trust   1994 - 1999
PaineWebber  1987 - 1990
PepsiCo  1983 - 1986
E.F. Hutton   1980 - 1982

Education
University of Pennsylvania - The Wharton School
M.B.A., Business

Yale University
B.A., Economics

Alexsandro Ingargiola Alexsandro Ingargiola Greater New York City Area Details
Alexsandro Ingargiola's US Trust Experience January 2014 - June 2015
Job First Republic Bank, Private Wealth Management
Industry Banking
Experience
First Republic Bank  June 2015 - Present
U.S. Trust   January 2014 - June 2015
Bridgeview Mortgage Corp.   July 2012 - February 2014
Law Office of Arturo Torres   December 2010 - February 2014
U.S. Securities and Exchange Commission   November 2012 - May 2013

Skills
High Net Worth..., Wealth Management..., Private Banking, Management, Finance, Financial Analysis, Microsoft Office, Customer Service, Contract Negotiation, Refinance, Credit, Account Reconciliation, NYS Notary Public, Analysis, Loans, Interpersonal Skill, NMLS Licensed, Real Estate, Work Ethic, Credit Analysis, Corporate Finance, Legal Research, Loan Origination, Mortgage Banking, Financial Services, Business Analysis, Data Analysis, Analytics, Market Analysis, Compliance, Managerial Finance, Personal Finance, Legal Documents, Leadership, Team Leadership, Lead Generation, Team-oriented, Networking, Accounting, Mortgage Lending, Negotiation, Credit Risk, Residential Mortgages, Relationship Management, Commercial Mortgages, Commercial Banking, Financial Reporting, Real Estate Financing, Home Equity Lines of..., WealthEngine

Education
Adelphi University   2012 — 2014
Master of Business Administration (MBA), Finance

Saint John's University   2006 — 2009
BS, Legal Studies/Business Administration

Gerald Chapski, CFA Gerald Chapski, CFA Medfield, Massachusetts Details
Gerald Chapski, CFA's US Trust Experience April 1997 - Present
Job Managing Director and Portfolio Manager at US Trust
Industry Financial Services
Experience
U.S. Trust   April 1997 - Present
BNY Mellon  1988 - 1997

Skills
Portfolio Management, Asset Allocation, Wealth Management, Alternative Investments, Equities, Asset Management, Investments, Fixed Income, Hedge Funds, Investment Strategies, Mutual Funds, Investment Management

Education
Bentley University   1995 — 1999
Master of Business Administration (MBA), Investments and Securities

Babson College   1984 — 1988
Bachelor's degree, Finance and Investments

Robert Seery Robert Seery Chicago, Illinois Details
Robert Seery's US Trust Experience May 2010 - August 2011
Job Senior Analyst, Strategy & Analytics at Fortune Brands Home & Security
Industry Consumer Goods
Experience
Fortune Brands Home & Security  October 2013 - Present
Harris Associates L.P.   September 2011 - September 2013
US Trust   May 2010 - August 2011
Accenture  June 2008 - January 2010

Skills
Equity Research, Financial Modeling, Financial Statement..., Portfolio Management, Asset Allocation, Bloomberg, Valuation

Education
University of Notre Dame   2004 — 2008
Bachelor of Business Administration, Finance

Bill McCarthy Bill McCarthy Greater New York City Area Details
Bill McCarthy's US Trust Experience June 1997 - January 2001
Job VP, Algorithmic Sales at Tethys Technology
Industry Capital Markets
Experience
Tethys Technology  January 2013 - Present
Algorithmic Trading Management  May 2011 - May 2012
Pipeline Trading Systems, LLC.   January 2005 - September 2010
Autism Speaks  2009 - 2010
Instinet  January 2001 - December 2004
U.S. Trust   June 1997 - January 2001
DLJ Direct  1992 - 1995

Skills
Electronic Trading, Equities, Trading, Trading Systems, Equity Trading, FX Options, Securities, Derivatives, Options, Series 7, Market Data

Education
City University of New York-Baruch College - Zicklin School of Business
MBA, Finance

New York University
BA, Politics

Xavier High School

Dien Yuen, JD/LLM, CAP Dien Yuen, JD/LLM, CAP San Francisco Bay Area Details
Dien Yuen, JD/LLM, CAP's US Trust Experience 2003 - 2005
Job
Industry Philanthropy
Experience
Kordant Philanthropy Advisors   January 2013 - Present
Chinese American Community Foundation   January 2012 - Present
Philanthropic Ventures Foundation  April 2010 - Present
OneVietnam Network  January 2010 - Present
Give2Asia  March 2008 - December 2012
Tactical Philanthropy Advisors   May 2010 - June 2011
U.S. Trust   2003 - 2005
IIT Bombay Heritage Fund   2002 - 2003
Asian Pacific Fund  April 2000 - December 2001
American Cancer Society  May 1998 - April 2000

Skills
Investor Relations, Philanthropy, Non-profits, Investment Strategies, Global Philanthropy, Asian Philanthropy, Asian American..., Planned Giving, Corporate Philanthropy, Grantmaking, Organizational..., Nonprofits, Social Enterprise, Program Development, Community Development, Corporate Social..., Charities, Grants, NGOs, Capacity Building, Social Entrepreneurship, Public Relations, Entrepreneurship, Program Management, Fundraising, Non-profit..., Community Engagement, International..., Strategic Planning, Social Innovation, Community Outreach, Leadership, Strategy, Human Rights, Investment Management, Management

Education
American College   2009 — 2010
CAP

Golden Gate University, School of Law   2001 — 2006
LLM International Law

University of Toledo College of Law   1994 — 1997
JD

Adrian College   1991 — 1994
BA

Adrian High School

Rob Kochakian Rob Kochakian Greater Boston Area Details
Rob Kochakian's US Trust Experience November 2007 - August 2015
Job Family Office / Wealth Management / Business Consulting
Industry Financial Services
Experience
U.S. Trust   November 2007 - August 2015
U.S. Trust   November 2006 - 2007
Fidelity Investments  August 1993 - April 2006

Skills
Family Office..., Wealth Management, Investment Management, Financial Services, Capital Markets, Asset Management, Alternative Investments, Equities, Fixed Income, Portfolio Management, Investments, Asset Allocation

Education
Babson College   1985 — 1987
MBA

University of Massachusetts Lowell   1981 — 1985
BS

NASD
Series 7, 63, 24

Amol Joshi Amol Joshi Greater New York City Area Details
Amol Joshi's US Trust Experience October 2004 - November 2007
Job Project manager at Wipro Technologies
Industry Information Technology and Services
Experience
Citi  April 2010 - Present
Wipro Technologies  March 2009 - Present
Oracle  April 2009 - December 2009
Citigroup  November 2007 - February 2009
US Trust   October 2004 - November 2007
Wipro Technologies  November 2003 - November 2007
GM Canada  November 2003 - February 2004
Ness Global Services  April 2002 - October 2003
Reliance Infocom   April 2002 - October 2003
BT Synchordia Solutions   August 2001 - April 2002

Skills
Data Warehousing, Siebel, Informatica, Microstrategy, Business Intelligence, Data Modeling, Requirements Analysis, Software Project..., Oracle, SDLC, OBIEE, Solution Architecture, ETL, Business Analysis, Pre-sales, Requirements Gathering, Program Management, Vendor Management, PL/SQL, CRM, Management, Global Delivery, Enterprise Software, PMO, Project Delivery, PMP, Service Delivery, Integration, Project Planning

Education
University of Pune   1993 — 1996
Bachelor of Computer Science, Computers, Electronics, Statistics, Mathematics

Sathaye college

Anatoliy Zeltser Anatoliy Zeltser Greater New York City Area Details
Anatoliy Zeltser's US Trust Experience September 1999 - July 2008
Job Programer at US Trust and Owner, AIZ Software INC
Industry Investment Banking
Experience
Bank of America Merrill Lynch  August 2010 - Present
Medco  August 2008 - August 2010
US Trust   September 1999 - July 2008
U.S. Trust   September 1999 - 2008
JPMorgan Chase  July 1998 - August 1999
Morgan Stanley Dean Witter  August 1996 - July 1998

Education
Abu Rayhon Beruniy Nomidagi Toshkent Davlat Texnika Universiteti   1984 — 1989

Aaron Shamshoian, CFP® Aaron Shamshoian, CFP® New York, New York Details
Aaron Shamshoian, CFP®'s US Trust Experience August 2015 - Present
Job Wealth Strategist at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   August 2015 - Present

Skills
Strategic Financial..., Investments, Wealth Management, Wealth, Asset Allocation

Education
American University   1997 — 2001
BA, Economics, International Studies

Keith Cooper Keith Cooper Greater Los Angeles Area Details
Keith Cooper's US Trust Experience 1992 - 1993
Job Attorney and Business Consultant
Industry Law Practice
Experience
Law Office of Keith E Cooper   July 2000 - Present
Cekent Concepts, Inc.   October 2007 - Present
Mark Burnett Productions  2008 - 2008
Barab, Kline & Coate, LLP   May 1997 - July 2000
Nu Image  January 1999 - January 2000
United States District Court for Southern District of California   September 1997 - December 1997
20th Century Fox  May 1997 - August 1997
Associated Merchandising Corp  January 1994 - July 1995
U.S. Trust   1992 - 1993
Capital Pictures Corporation   1990 - 1992

Skills
Start-ups, Intellectual Property, Corporate Law, Entrepreneurship, Entertainment, Arbitration, Joint Ventures, Business Planning, Strategic Partnerships, Marketing, Negotiation, Film, Real Estate, Legal Assistance, Small Business, Legal Writing, Copyright Law, Due Diligence, New Media, Business Strategy, Strategy, Management, Entertainment Law, Trademarks, Contract Negotiation, Corporate Governance, Mediation, Film Production, Legal Issues, Real Estate Transactions, Entrepreneur, Mergers & Acquisitions, Legal Research, Litigation, Licensing, Television, Strategic Planning, Social Media, Marketing Strategy

Education
University of Southern California Law School   1995 — 1998
JD

Adelphi University
MA

New York University

The Juilliard School

University of Missouri-Columbia
BJ & BA

Greg Wiercinski, CPA, MBA Greg Wiercinski, CPA, MBA New York, New York Details
Greg Wiercinski, CPA, MBA's US Trust Experience March 2003 - July 2009
Job Client Service Director at Robert Half Management Resources
Industry Staffing and Recruiting
Experience
Robert Half Management Resources  June 2011 - Present
Geller & Company  July 2009 - June 2011
US Trust   March 2003 - July 2009
Merrill Lynch  September 1999 - August 2001
PwC  May 1997 - September 1999
Coopers & Lybrand  June 1996 - August 1996

Skills
Financial Analysis, Equities, Forecasting, Accounting, Finance, Variance Analysis, Financial Reporting, Microsoft Excel, Tax, Risk Management, Hedge Funds, Certified Public...

Education
New York University, Stern School of Business   2001 — 2003
MBA, Marketing

University of Notre Dame   1993 — 1997
B.B.A., Accounting

Archbishop Wood   1989 — 1993
High School

John Ketterer John Ketterer Greater New York City Area Details
John Ketterer's US Trust Experience 1993 - 2007
Job Manager of Finance at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions  January 2008 - Present
U.S. Trust   1993 - 2007
The Chase Manhattan Bank  1987 - 1993
Chase Manhattan Corporation  1987 - 1993

Skills
Financial Analysis, Strategic Financial..., Financial Reporting, Banking, Financial Services, Corporate Finance, Variance Analysis, Investments, Finance, Account Reconciliation, Ad Hoc Reporting, Monthly Close Process, Financial Variance..., Internal Financial..., Consolidated Reporting, Training Delivery, Managerial Finance, Financial Risk, Securities, Risk Management, Credit, Internal Controls, Budgets, Financial Accounting, Mergers, Forecasting, Analysis, Mutual Funds, Bloomberg, Treasury Management, Management, Hedge Funds, Due Diligence, Derivatives, Valuation, Executive Management, Financial Audits, Auditing, Financial Forecasting, Essbase, Credit Analysis, Internal Audit, Treasury, US GAAP, Consolidation, Investment Banking, Hyperion Enterprise, Cash Flow, Capital Budgeting, Mergers & Acquisitions

Education
Saint John's University   1990 — 1993
Master's degree, Finance

Adelphi University   1983 — 1987
BS, Banking and Money Management

Herricks   1980 — 1983

Gus Penedo Gus Penedo Greater Boston Area Details
Gus Penedo's US Trust Experience 1998 - 2000
Job SVP Float Management at Citizens Financial Group
Industry Banking
Experience
Citizens Financial Group  January 2000 - Present
US Trust   1998 - 2000
Fleet Bank  1992 - 1998
Bank of New England  1969 - 1992

Education
University of Massachusetts Boston   1970 — 1974

Bill Schofield Bill Schofield Greater New York City Area Details
Bill Schofield's US Trust Experience 1996 - 2007
Job Systems Integration Analyst
Industry Computer Software
Experience
Consultant  February 2012 - Present
Bank of America - Global Wealth & Investment Management  2007 - March 2012
U.S. Trust Company   2000 - 2008
US Trust   1996 - 2007
Financial Technologies International  1985 - 1996

Education
University of East Anglia
BSc (Computer Science), Computer Science

Greg Khost, CIMA Greg Khost, CIMA Greater New York City Area Details
Greg Khost, CIMA's US Trust Experience 2010 - Present
Job Managing Director at US Trust
Industry Financial Services
Experience
US Trust   2010 - Present
Central Park Group, LLC  2007 - 2010
Bank of America  1999 - 2007

Skills
Alternative Investments, Sales Management, New Business Development, portfolio construction

Education
University of North Carolina at Chapel Hill

Bill Ferdinand Bill Ferdinand Greater New York City Area Details
Bill Ferdinand's US Trust Experience Managing DirectorU.S. Trust, Bank of America Private Wealth Management1995 - Present
Job Managing Director at US Trust
Industry Investment Management
Experience
US Trust   Managing DirectorU.S. Trust, Bank of America Private Wealth Management1995 - Present
U.S. Trust Company/Bank of America   1995 - Present

Education
University of Pennsylvania - The Wharton School   1959 — 1963
bs, finance

Jean Paul Desrochers Jean Paul Desrochers Miami/Fort Lauderdale Area Details
Jean Paul Desrochers's US Trust Experience October 2004 - June 2006
Job Principle at Silver Palm Capital
Industry Investment Management
Experience
Silver Palm Capital, LLC   June 2007 - Present
Barton G  November 2012 - April 2015
Raven Securities Corp.   September 2011 - April 2015
Trivest Partners  June 2006 - May 2007
US Trust   October 2004 - June 2006
Templeton Investment Counsel   June 2000 - October 2004

Education
University of Florida   1996 — 2000
Bachelor of Science, Finance

Nova High

Jamir Scarbrough Jamir Scarbrough Greater New York City Area Details
Jamir Scarbrough's US Trust Experience 2005 - 2006
Job AVP Senior Graphic Designer at Allianz Global Investors
Industry Design
Experience
Allianz Global Investors  August 2007 - Present
Bank of America  2005 - 2007
U.S. Trust   2005 - 2006
TIAA-CREF  1998 - 2000

Skills
Adobe Acrobat, Adobe Creative Suite, Web Design, Asset Managment, Advertising, Photoshop, Marketing Strategy, Graphic Design, Microsoft Office, InDesign, Illustrator, Marketing, Photography, PowerPoint, Mac, Graphics, QuarkXPress, Dreamweaver, Logo Design, Brand Development, Corporate Identity, Creative Direction, Typography, Flyers, Corporate Branding, OS X, Drawing, Branding, Layout, Posters, Collateral, Brochures, Asset Management

Education
Alfred University   2000 — 2004
Bachelor of Arts (B.A.), Graphic Design

Mary Stokes, CFA Mary Stokes, CFA Greater Atlanta Area Details
Mary Stokes, CFA's US Trust Experience January 2014 - Present
Job Managing Director, Regional Investment Executive at U.S. Trust
Industry Investment Management
Experience
U.S. Trust   January 2014 - Present
US Trust   July 2009 - December 2013
Mercer  December 2000 - July 2009
Capital Resource Advisers   November 1998 - December 2000
Office of the Comptroller of the Currency  1982 - 1997

Skills
Defined Benefit, Pensions, Defined Contribution, Pension Funds, Retirement Plan..., Retirement, 401k, Pension Administration, ERISA, Investment Strategies, Asset Allocation, Investments, Investment Management, Portfolio Management

Education
University of Denver
BSBA, Finance, General

University of Denver - Daniels College of Business

Jeff Kostiw Jeff Kostiw Greater New York City Area Details
Jeff Kostiw's US Trust Experience 2005 - 2007
Job Retired
Industry Financial Services
Experience
Retired and enjoying time to pursue personal interests and family  January 2015 - Present
S&P  November 2006 - Present
Standard and Poor's  2006 - Present
US Trust   2005 - 2007
Ernst & Young  2001 - 2004
MBIA  1993 - 2000
MBIA Insurance Corporation  1993 - 2000

Education
University of Maryland College Park   1973 — 1977
Bachelor of Science (B.S.), Computer Science

Andrea Carlin Andrea Carlin Greater Boston Area Details
Andrea Carlin's US Trust Experience August 2014 - Present
Job Private Client Manager at U.S. Trust Bank of America
Industry Banking
Experience
U.S. Trust   August 2014 - Present
U.S. Trust, Bank of America Private Wealth Management   May 2010 - Present
Citizens Bank  December 2007 - May 2010
Silicon Valley Bank  September 1990 - January 1995

Skills
Investments, Credit, Commercial Banking, Wealth Management, Series 7, Series 66, Finance, Strategic Financial..., Uniform Combined State..., Credit Analysis, Investment Management, Asset Allocation, Wealth, Asset Management, Financial Planning, Banking

Education
Babson College - Franklin W. Olin Graduate School of Business   1991 — 1996
MBA, Marketing

College of the Holy Cross   1981 — 1985
Bachelor of Arts (B.A.), Economics

Harrison High School   1976 — 1981

Anthony Valenti Anthony Valenti Greater New York City Area Details
Anthony Valenti's US Trust Experience 1994 - December 2005
Job Certified AntiMoney Laundering Specialist
Industry Financial Services
Experience
Financial Institutions  October 2014 - Present
UBS  June 2013 - October 2014
Citi  February 2012 - August 2013
Crédit Agricole  October 2011 - February 2012
BNP Paribas  June 2011 - September 2011
Anthem, Inc.   October 2009 - March 2011
Bank of America  January 2005 - August 2008
U.S. Trust   1994 - December 2005

Skills
AML, KYC, CIP, Research, OFAC, Credit, Sales Compensation

Education
City University of New York-Baruch College   2000 — 2006
Bachelor of Business Administration (BBA), Finance, General

Carolyn Pope Carolyn Pope Houston, Texas Area Details
Carolyn Pope's US Trust Experience 2003 - July 2005
Job Vice President at Neuberger Berman LLC
Industry Financial Services
Experience
Neuberger Berman LLC  December 2005 - Present
US Trust   2003 - July 2005
Wells Fargo  2001 - 2003
Texas Commerce Bank (Chase)   1987 - 2001

Skills
Business Development, Equities, Investments, Hedge Funds, Alternative Investments, Portfolio Management, Fixed Income, Fundraising, Series 7, Strategic Planning, Management, Leadership, Sales, Risk Management, Financial Analysis, Investment Management, Due Diligence, Mergers & Acquisitions, Finance

Education
University of Houston   1983 — 1987
Master of Business Administration (MBA), Accounting and Finance

CFP

Ann Bolognani Ann Bolognani Greater Chicago Area Details
Ann Bolognani's US Trust Experience April 2003 - August 2011
Job Trust Advisor at The Private Bank
Industry Banking
Experience
The Private Bank And Trust Company  August 2011 - Present
US Trust   April 2003 - August 2011

Skills
Portfolio Management, Asset Managment, Investments, Asset Management, Wealth Management, Wealth Management..., Banking, Asset Allocation, High Net Worth..., Wealth, Series 7, Private Banking, Estate Planning

Education
University of Illinois at Urbana-Champaign   1999 — 2002
Bachelor of Science

Jeremy Breslin, CFA Jeremy Breslin, CFA Greater New York City Area Details
Jeremy Breslin, CFA's US Trust Experience October 2012 - Present
Job Vice President, Investment Strategist at U.S. Trust
Industry Investment Management
Experience
U.S. Trust   October 2012 - Present
US Trust   July 2006 - October 2012
AXA Advisors  April 2004 - May 2006

Skills
Asset Allocation, Mutual Funds, Financial Analysis, Investment Management, Investment Strategies, Factset, Morningstar, Bloomberg, Performance Attribution, Equities, Fixed Income, Equity Research, Equity Trading, Endowments, Foundations, Investments, Portfolio Management

Education
University of Oregon - Charles H. Lundquist College of Business   1999 — 2003
B.S., Business Adminstration

Central Catholic H.S.   1995 — 1999

Nicole F Hill Nicole F Hill Greater Boston Area Details
Nicole F Hill's US Trust Experience June 2006 - Present
Job Trust Associate at US Trust
Industry Banking
Experience
US Trust   June 2006 - Present
Bank of America  January 2003 - June 2006
Bank of America  January 2001 - January 2003

Education
University of New Hampshire -- Peter T. Paul College of Business and Economics   1993 — 1997
Bachelors, Business

Bradley Zancanaro Bradley Zancanaro Greater Boston Area Details
Bradley Zancanaro's US Trust Experience August 2013 - August 2015
Job Equity Trader at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management  September 2015 - Present
U.S. Trust   August 2013 - August 2015
State Street Global Markets  December 2011 - August 2013
Pulse Trading  December 2008 - November 2011
Essex Investment Management  September 2010 - December 2010
Knob Hill Partners   June 2010 - August 2010
Florida Everblades  2006 - 2008
RBS Greenwich Capital  June 2007 - August 2007

Skills
Bloomberg, Series 7, Series 63, Capital Markets, Equity Trading, Series 55, Series 3, Series 4

Education
Babson College - Franklin W. Olin Graduate School of Business   2009 — 2011
MBA, Investment Management

Boston University   2002 — 2006
BA, Business Management/Marketing

Jenny Andrea Jenny Andrea Hartford, Connecticut Area Details
Jenny Andrea's US Trust Experience February 1997 - Present
Job Portfolio Manager Assistant, U. S. Trust/Bank of America Private Wealth Management
Industry Investment Management
Experience
US Trust   February 1997 - Present
U. S. Trust Company   1997 - 2010
Bank of New York Mellon  August 1986 - February 1996
Bank of New York  1985 - 1996

Education
University of Phoenix   2005 — 2007
Associates, Business

Jeff Oskwarek Jeff Oskwarek Greater Boston Area Details
Jeff Oskwarek's US Trust Experience May 1998 - May 2000
Job Satisfaction Analyst at Boston Medical Center
Industry Health, Wellness and Fitness
Experience
My Fit Pup   Satisfaction AnalystBMCJune 2000 - Present
US Trust   May 1998 - May 2000

Education
University of New Hampshire   1993 — 1997
BA, Kinesiology

Scott Rossman Scott Rossman Jacksonville, Florida Area Details
Scott Rossman's US Trust Experience April 2004 - March 2008
Job Compliance Operations
Industry Banking
Experience
Deutsche Bank  March 2009 - Present
Deutsche Bank  July 2008 - March 2009
US Trust   April 2004 - March 2008

Education
University of Florida   1984 — 1988
English Literature

Brooks Carey Brooks Carey Charlotte, North Carolina Details
Brooks Carey's US Trust Experience 2000 - 2007
Job Chilton Trust Company
Industry Investment Management
Experience
Chilton Trust Company   October 2011 - Present
GenSpring Family Offices  2008 - 2010
US Trust   2000 - 2007
Bessemer Trust  1994 - 2000

Education
Columbia University   1969 — 1971
MBA, International Business/Finance

University of North Carolina at Chapel Hill   1964 — 1968
BA, International Studies

Bryan Fastenau, CFA, CAIA Bryan Fastenau, CFA, CAIA Greater Nashville Area Details
Bryan Fastenau, CFA, CAIA's US Trust Experience March 1988 - Present
Job Senior Vice President Portfolio Mgr at US Trust
Industry Financial Services
Experience
US Trust   March 1988 - Present

Skills
Financial Advisory, Investment Strategies, Asset Allocation, Alternative Investments, Investment Management, Investment Advisory, Asset Management, Capital Markets, Wealth Management, Hedge Funds, Trust Services, Financial Services, Wealth Management..., Portfolio Management, Strategic Financial..., Equities, Trusts, Investments, Bonds, Fixed Income, Private Equity, Financial Analysis, Equity Research

Education
University of Missouri-Columbia

Don Bressoud Don Bressoud Jacksonville, Florida Area Details
Don Bressoud's US Trust Experience December 2003 - July 2008
Job Banking Professional
Industry Banking
Experience
Bank of America  July 2009 - Present
US Trust   December 2003 - July 2008
ZC Sterling  2001 - 2003
Barnett Banks, Inc  1988 - 2001

Skills
Six Sigma Black Belt..., Process..., Multi-site Mangement, Mortgage Lending, Loans, Commercial Banking, Six Sigma, Financial Risk, Financial Services, Management, Sales Management, Strategic Planning, Credit Risk, Portfolio Management, Banking, Credit, Credit Analysis

Education
University of Louisville
Bachelor of Science, Management/Marketing

Brad Balen Brad Balen Orange County, California Area Details
Brad Balen's US Trust Experience 1999 - 2007
Job Senior Private Client Advisor at City National Bank
Industry Financial Services
Experience
City National Bank  April 2007 - Present
US Trust   1999 - 2007
Union Bank  1988 - 1999
BofA  1983 - 1987

Skills
High Net Worth..., Investment Management, Asset Allocation, Retirement Planning, Estate Planning, Wealth Management, Asset Managment, Strategic Financial..., Portfolio Management, Investments, Investment Advisory, Series 7, Wealth Management..., Alternative Investments, Mutual Funds, Private Banking, Trust Services, Securities, Series 63

Education
University of Southern California   1981 — 1983
B.S., Business Administration - Finance

Loara   1976 — 1978

Michael Coats, CFA, CFP Michael Coats, CFA, CFP Greater Atlanta Area Details
Michael Coats, CFA, CFP's US Trust Experience February 2009 - February 2011
Job Investment Portfolio Manager at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank  February 2011 - Present
US Trust   February 2009 - February 2011
US Trust   September 2005 - February 2009
Bank of America's Private Bank   September 2001 - September 2005
NASD  July 1997 - September 2001

Skills
Alternative Investments, Wealth Management, Portfolio Management, Investment Strategies, Asset Allocation, Investment Management, Investments, Asset Management, Mutual Funds

Education
University of Delaware - Lerner College of Business and Economics   1990 — 1995
BS, Finance, Marketing

Melissa Wenzel Melissa Wenzel Sarasota, Florida Area Details
Melissa Wenzel's US Trust Experience July 2006 - February 2009
Job COO Private Company
Industry Executive Office
Experience
Private Company  September 2011 - Present
Lydian Bank & Trust   September 2009 - September 2011
US Trust   July 2006 - February 2009
Bank of America  July 2005 - July 2006
Bank of America Private Bank  October 1999 - July 2005

Education
University of South Florida   1995 — 1999
B.A., Finance

Kristan Collins Kristan Collins Greater Boston Area Details
Kristan Collins's US Trust Experience March 2004 - May 2004
Job Product Management, Marketing and Operations Professional
Industry Financial Services
Experience
Boston Hill Advisors, LLC   August 2006 - June 2009
Boston Advisors  May 2004 - August 2006
US Trust   March 2004 - May 2004
MFS Investment Management  May 1996 - April 2003

Education
University of Maine   1990 — 1993
Bachelor’s Degree, Public Administration

Mae DelaBarre Mae DelaBarre Orange County, California Area Details
Mae DelaBarre's US Trust Experience February 2014 - Present
Job SVP Private Client Manager at US Trust
Industry Financial Services
Experience
U.S. Trust   February 2014 - Present
J.P. Morgan   May 2013 - January 2014
JPMorgan  April 2007 - May 2013
BBVA Compass  2000 - 2007
Wells Fargo Bank  April 1993 - April 2000

Skills
Wealth Management, Banking, Commercial Lending, Loans, Portfolio Management, Commercial Banking, Credit, Credit Analysis, Mergers & Acquisitions, Real Estate, Investments, Financial Analysis, Financial Modeling, Asset Management, Strategic Financial..., Treasury Management, Corporate Finance, Cash Management, Securities, Private Equity, Capital Markets, Series 7, Financial Planning

Education
Arizona State University, W. P. Carey School of Business
Master of Business Administration (MBA)

The University of North Dakota
Bachelor of Accountancy

Barbara Blanck Barbara Blanck Greater New York City Area Details
Barbara Blanck's US Trust Experience December 2004 - April 2006
Job Office of the General Counsel at PricewaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers  2006 - Present
US Trust   December 2004 - April 2006
UBS Investment Bank  1993 - 2003

Skills
Corporate Governance

Education
University at Albany
BA, History

University of Massachusetts, Amherst
MA, History

Alex Brantley Alex Brantley New York, New York Details
Alex Brantley's US Trust Experience June 2008 - Present
Job Portfolio Manager at US Trust
Industry Investment Management
Experience
US Trust   June 2008 - Present

Skills
Financial Modeling, Equity Research, Investments, Asset Managment, Valuation, Financial Analysis, Wealth Management, Alternative Investments, Equities, Asset Allocation, Bloomberg, Investment Management, Hedge Funds, Fixed Income, Portfolio Management, Investment Strategies, Due Diligence, Mutual Funds, Capital Markets

Education
University of Denver - Daniels College of Business   2004 — 2008
BSBA, Finance

Jesuit High School   2000 — 2004

William Ferdinand William Ferdinand Greater New York City Area Details
William Ferdinand's US Trust Experience July 1995 - December 2012
Job Retired at Home
Industry Investment Management
Experience
Home  January 2013 - Present
Us Trust   July 1995 - December 2012
Penn Mutual  December 1987 - June 1995
Union Carbide  June 1977 - January 1986
State National Bank of Connecticut   June 1971 - June 1977
Salomon Smith Barney  June 1967 - June 1971
The Chase Manhattan Bank  June 1965 - June 1967
Federal Reserve Bank of New York  June 1963 - June 1965

Skills
Alternative Investments, Managed Futures, Quantitative Investment..., Tactical Asset..., Venture Capital, Alpha Generation, Dynamic Asset Allocation, Alternative Assets, Fixed Income Strategies, Wealth Management, Investments, Investment Strategies, Asset Allocation, Wealth Management..., Investment Advisory, Hedge Funds, Banking, Series 7, Fixed Income, Asset Management, Mutual Funds, Portfolio Management, Equities

Education
New York University - Leonard N. Stern School of Business   1967 — 1969
MBA, Finance

University of Pennsylvania - The Wharton School   1959 — 1963
BS, Finance

Wharton School, University of Pennsylvania   1959 — 1963
BS Economics, Finance

Greenwich High School
College Degree

Sarie Crothers Sarie Crothers Portland, Oregon Area Details
Sarie Crothers's US Trust Experience July 2006 - August 2011
Job Trust Officer at Washington Trust Bank
Industry Financial Services
Experience
Washington Trust Bank  August 2011 - Present
US Trust   July 2006 - August 2011
Samuels Yoelin Kantor Law Firm   March 2003 - June 2006

Education
University of Washington School of Law   2001 — 2002
LL.M., Taxation

University of Oregon School of Law   1998 — 2001
J.D.

University of Oregon - Charles H. Lundquist College of Business   1995 — 1997
B.A., Finance

Robert Kacer Robert Kacer Orange County, California Area Details
Robert Kacer's US Trust Experience September 2014 - Present
Job Market Trust Executive US Trust
Industry Financial Services
Experience
U.S. Trust   September 2014 - Present
Wells Fargo Bank  November 1997 - September 2014
Morgan Stanley  July 1996 - November 1997
Discover Card  1987 - 1993

Skills
Wealth Management, Estate Planning, Wealth Management..., Investments, Portfolio Management, Private Banking, Strategic Financial..., Asset Managment, Investment Advisory, Asset Allocation, Investment Management, High Net Worth..., Securities, Asset Management, Wealth, Alternative Investments, Financial Planning

Education
Western State University College of Law   1993 — 1996
JD, Law - Tax

Arizona State University   1985 — 1990
Bachelor of Science (BS)

NHP Memorial

Cornelius Mercea Cornelius Mercea Tucson, Arizona Area Details
Cornelius Mercea's US Trust Experience 2010 - 2012
Job Senior Portfolio Manager at Northern Trust Corporation
Industry Investment Management
Experience
Northern Trust Corporation  2013 - Present
Presidio Group Wealth Management   2012 - 2013
U.S. Trust   2010 - 2012
J.P. Morgan   July 2007 - October 2010

Skills
Asset Allocation, Wealth Management, Asset Managment, Portfolio Management, Investments, Alternative Investments, Investment Management, Equities, Investment Strategies, Fixed Income, Investment Advisory, Mutual Funds, Hedge Funds, High Net Worth..., Retirement Planning, Series 7, Private Banking, Asset Management

Education
Arizona State University   1989 — 1991
Bachelor of Science (BS), Finance, General

Jenny Andrea Jenny Andrea Hartford, Connecticut Area Details
Jenny Andrea's US Trust Experience February 1997 - Present
Job AVP/Portfolio Manager Asst.
Industry Financial Services
Experience
PartyLite  November 2011 - Present
US Trust   February 1997 - Present
U. S. Trust   1997 - 2009
BNY Mellon  1995 - 1997
Putnam Trust   1988 - 1996

Skills
Peer Mentoring, Asset Allocation, Wealth Management, Sales, Series 7

Education
University of Phoenix   2002 — 2004
Associate's degree, Business Administration and Management, General

Greenwich High School   1982 — 1985

Daniel Zirzow Daniel Zirzow Greater Chicago Area Details
Daniel Zirzow's US Trust Experience August 2009 - September 2012
Job Senior Tax Technician at Northern Trust
Industry Financial Services
Experience
Northern Trust  September 2012 - Present
US Trust   August 2009 - September 2012
LaSalle Bank  May 2001 - August 2009

Education
University of Northern Iowa   1996 — 2000
Bachelor's degree, Accounting

University of Northern Iowa   1996 — 2000
Bachelor's degree, German

CAROL PERDUE CAROL PERDUE Greater New York City Area Details
CAROL PERDUE's US Trust Experience 1985 - 1988
Job Project Leader/Manager/Liaison
Industry Investment Banking
Experience
US Census Bureau  April 2010 - August 2010
PrePaid Legal Services, Inc  December 2006 - March 2010
Citigroup/Smith Barney  April 2000 - April 2005
Andersen Consulting  October 1990 - April 2000
Salomon Brothers  January 1990 - October 1990
Equitable Life Assurance Co.   January 1988 - December 1989
U.S. Trust   1985 - 1988

Education
Barnard College
BA, Economics

Fordham Gabelli School of Business
MBA, Finance

Robert Mallernee Robert Mallernee Raleigh-Durham, North Carolina Area Details
Robert Mallernee's US Trust Experience 1999 - 2007
Job CEO, Eton Advisors, L.P. CFA, CPA
Industry Financial Services
Experience
Eton Advisors, L.P.   June 2009 - Present
UBS AG  2007 - 2009
US Trust   1999 - 2007
U.S. Trust Company, N.A.   1999 - 2007
North Carolina Trust Company   April 1991 - August 1999
Price Waterhouse Coopers  December 1987 - March 1991
Arthur Andersen & Co.   January 1983 - November 1987

Skills
Alternative Investments, Wealth Management, Hedge Funds, Asset Allocation, Investments, Asset Management, Portfolio Management, Private Equity, Management, Investment Management, Equities, Investment Advisory, Wealth Management..., Financial Services

Education
The University of Chicago   1987 — 1991
MBA, Finance, International Business

University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1979 — 1982
BSBA, Business and Accounting

Glenn Gavin Glenn Gavin Las Vegas, Nevada Area Details
Glenn Gavin's US Trust Experience
Job Wealth Management
Industry Financial Services
Experience
TriCor  February 2013 - Present
TriCor Financial LLC   August 2012 - Present
US. Trust 

Skills
Investment Management, Retirement Planning, Portfolio Management, Banking, Loans, Asset Management, Mutual Funds

Education
University of Nevada Las Vegas Lee Business School
BS-Hotel Administration

Michael Wright, CFA Michael Wright, CFA Greater Minneapolis-St. Paul Area Details
Michael Wright, CFA's US Trust Experience August 2013 - Present
Job Senior Vice President & Portfolio Manager at U.S. Trust
Industry Investment Management
Experience
U.S. Trust   August 2013 - Present
Carlson School of Management  June 2008 - May 2013
The Minneapolis Foundation  2012 - 2013
Fourth Dimension Partners, LLC   September 2003 - December 2005
St. Paul/Travelers, Inc   1993 - 2002
Western & Southern Financial Group  1985 - 1993
Baxter Healthcare  1980 - 1985
North American Car Corporation   1979 - 1980

Skills
Portfolio Management, Investment Advisory, Non-profits, Equities, Valuation, Asset Management, Investments, Financial Modeling, Asset Managment, Fixed Income, Equity Research, Strategy, Finance, Hedge Funds, Risk Management, Investment Management, Asset Allocation, Economics, Strategic Financial..., Venture Capital, Nonprofits

Education
Northern Illinois University   1980 — 1982
MBA, Finance

Arizona State University   1974 — 1978
BS, Finance

Steve Forrester Steve Forrester Houston, Texas Area Details
Steve Forrester's US Trust Experience February 2013 - May 2014
Job Advanced Markets Attorney
Industry Insurance
Experience
AIG  May 2014 - Present
U.S. Trust   February 2013 - May 2014
Law Office of Stevon L. Forrester   May 2009 - January 2013
UBS  June 2000 - April 2009
The Ayco Company  July 1998 - June 2000

Skills
Corporate Law, Finance, Financial Advisory, Estate Planning, Fixed Annuities, High Net Worth..., Insurance, Legal Writing, Life Insurance

Education
New York University School of Law   2001 — 2003
LL.M., Federal Taxation

Albany Law School of Union University   1994 — 1997
JD

Binghamton University - School of Management   1990 — 1994
BS, Accounting

George Madi George Madi Greater Boston Area Details
George Madi's US Trust Experience 1999 - 2000
Job Profitability/BDI consultant at Ambit/SunGard
Industry Information Technology and Services
Experience
Original   January 2012 - Present
SunGard  2006 - 2011
JOHN HANCOCK FINANCIAL SERVICES  2001 - 2005
Fleet Boston Financial  2000 - 2000
US TRUST   1999 - 2000
FLUOR DANIEL GTI (FDGTI)   1994 - 1997
The Boston Company  1990 - 1994

Skills
Risk Management, Project Management, Hyperion, Excel, Access, Superior Problem Solving, Innovative Solutions, Fluent:..., Forecasting, Accounting, Internal Controls, Financial Reporting, Banking, Competitive Analysis, Training, Analysis, Management, Data Analysis, Access, Finance, Variance Analysis, Account Reconciliation, Management Consulting, Cost Accounting, Financial Services, Strategy, Budgets, Due Diligence, Business Process, General Ledger, Business Process...

Education
University of Massachusetts Boston
Bachelor of Science in Accounting, Business Administration and Management, General

Stephanie Houh Stephanie Houh Washington D.C. Metro Area Details
Stephanie Houh's US Trust Experience 2010 - 2012
Job Digital Product Manager at Capital One
Industry Banking
Experience
Capital One  July 2012 - Present
US Trust   2010 - 2012
Bank of America  2008 - 2009

Skills
Strategic Financial..., Financial Modeling, Portfolio Management, Investments, Wealth Management, Alternative Investments, Investment Management

Education
University of Michigan - Stephen M. Ross School of Business   2004 — 2008
BBA, Finance, Strategy, Marketing

NCS   2000 — 2004

Lindsey Kalell Lindsey Kalell Greater Denver Area Details
Lindsey Kalell's US Trust Experience June 2012 - September 2013
Job Regional Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds  September 2013 - Present
US Trust   June 2012 - September 2013
Morgan Stanley Smith Barney  January 2007 - July 2012

Skills
Asset Allocation, Mutual Funds, Investments, Investment Strategies, Wealth Management, Retirement Planning, Relationship Management, Wealth Management..., Retirement, Alternative Investments, Series 7, Trading, Series 63, Portfolio Management, Investment Advisory

Education
University of Missouri-Kansas City   2011 — 2013
MBA, Finance

University of Missouri-Kansas City   2007 — 2010
BBA, Finance

Amanda Batson-Lamb Amanda Batson-Lamb Charlotte, North Carolina Details
Amanda Batson-Lamb's US Trust Experience January 2004 - September 2007
Job
Industry Financial Services
Experience
Kare Partners   July 2012 - March 2013
Merrill Lynch  September 2007 - July 2010
US Trust   January 2004 - September 2007
Principal Financial Group  September 2002 - December 2003

Skills
Strategic Financial..., Investments, Financial Advisory, Financial Services, Finance, Insurance, High Net Worth..., Wealth, Financial Planners, Private Banking, Wealth Management, Series 7, Retirement Planning, Asset Allocation, Series 63, Mutual Funds, Securities, Asset Management

Education
University of North Carolina at Charlotte   2006 — 2007
Certified Financial Planner

University of North Carolina at Charlotte   1997 — 2001
BA

Carolyn Lewis Westerberg Carolyn Lewis Westerberg Greater New York City Area Details
Carolyn Lewis Westerberg's US Trust Experience July 2015 - Present
Job Sr. VP | Private Wealth Management | U.S. Trust
Industry Financial Services
Experience
U.S. Trust   July 2015 - Present
JP Morgan  July 2010 - June 2015
CSL Fine Art   September 2003 - August 2010
ABN Amro  1997 - 2002
BNP Paribas  1992 - 1997

Education
Christie's Education, New York   2004 — 2005

Saint Lawrence University
Bachelor of Arts (B.A.)

Samantha Pauley, CTFA Samantha Pauley, CTFA Greater Philadelphia Area Details
Samantha Pauley, CTFA's US Trust Experience May 2007 - Present
Job AVP, Trust officer II at US Trust Company of Delaware
Industry Financial Services
Experience
US Trust   May 2007 - Present
Wilmington Trust  2003 - May 2007

Skills
Wealth Management, Portfolio Management, Investments, Asset Allocation, Fixed Income, Mutual Funds, Wealth Management..., Securities

Education
University of Delaware   1999 — 2003
Bachelor's of Science, Leadership and Consumer Economics

Roman Brent Roman Brent Greater Seattle Area Details
Roman Brent's US Trust Experience April 2000 - April 2001
Job President at Anacapa, LLC
Industry Investment Management
Experience
Anacapa, LLC   April 2006 - Present
Bristlecone Advisors, LLC   April 2003 - April 2006
Russell Investments  April 2001 - April 2003
US Trust   April 2000 - April 2001
Russell Investments  1996 - 2000
Russell Investments  1994 - 1996
Mercer Advisors  1993 - 1994

Skills
Alternative Investments, Asset Allocation, Asset Managment, Investment Strategies, Investments, Hedge Funds, Portfolio Management, Investment Management, Equities, Fixed Income, Mutual Funds, Investment Advisory, Wealth Management, Private Equity, Series 7, Equity Research, Financial Markets, Risk Management, Bloomberg, Quantitative Analytics, Asset Management, Financial Advisory, Valuation, Due Diligence, Trading, Emerging Markets, Derivatives, Capital Markets, Venture Capital, Commodity

Education
University of Puget Sound   1989 — 1993
Bachelor of Arts (B.A.), Finance, General

Clover Park HS   1986 — 1989

Gregory Botshon Gregory Botshon Greater New York City Area Details
Gregory Botshon's US Trust Experience February 2005 - Present
Job SVP US Trust Private Wealth Management
Industry Banking
Experience
US Trust   February 2005 - Present

Skills
Banking, Fixed Income, Equities, Relationship Management, Series 7, Asset Management, Wealth Management, Private Banking, Credit, Credit Analysis, Commercial Lending, Financial Services, Hedge Funds

Education
University of Michigan - Stephen M. Ross School of Business
MBA, Finance/Marketing

University of Rochester
BA, Economics

Teresa Eriksson Teresa Eriksson Raleigh-Durham, North Carolina Area Details
Teresa Eriksson's US Trust Experience June 2001 - March 2007
Job Partner, President at Eton Advisors, L.P.
Industry Financial Services
Experience
Eton Advisors, L.P.   June 2009 - Present
US Trust   June 2001 - March 2007
Community Foundation of Greater Greensboro   2007 - 2007

Education
University of North Carolina at Greensboro
International Business

Wargentin skolan

Sarah Giles Brooks Sarah Giles Brooks Phoenix, Arizona Area Details
Sarah Giles Brooks's US Trust Experience August 2014 - Present
Job
Industry Financial Services
Experience
U.S. Trust   August 2014 - Present
Charles F. Myers, PA   November 2012 - August 2014
Charles F. Myers, PA   January 2011 - November 2012
Professor D. Roe-Sepowitz   August 2010 - May 2012
Sandra Day O'Connor College of Law  August 2009 - May 2012
Tidmore Law Offices   March 2011 - August 2011
Maricopa County Attorney's Office  August 2010 - December 2010
Professors C. Hessick and M. Sigler   May 2010 - December 2010
Arizona State University--University Academic Success Programs   August 2006 - October 2010
Vista Care Hospice  May 2008 - August 2008

Skills
Legal Research, Estate Planning, Criminal Law, PowerPoint, Business Planning, PC Law, Microsoft Office, Westlaw, Courts, Legal Writing, Mediation, Civil Litigation, Pleadings, Research, Criminal Justice, Family Law, Legal Issues, Wills, Legal Assistance, Commercial Litigation, Motions, Trials, Lexis, Hearings, Legal Documents, Arbitration, Intellectual Property, Appeals, Bankruptcy, Alternative Dispute..., Criminal Defense, Trusts, Corporate Law, Tax Law, Powers of Attorney, Estate Administration

Education
Arizona State University College of Law   2009 — 2012
Juris Doctor

Sandra Day O'Connor College of Law, Arizona State University   2009 — 2012
Doctor of Law (J.D.)

Arizona State University   2005 — 2009
B.A., B.S., Sociology, Justice Studies

Andrew Katsanos Andrew Katsanos Greater New York City Area Details
Andrew Katsanos's US Trust Experience 1999 - 2004
Job Global Head of Compliance Risk Assessments, Testing & Monitoring
Industry Banking
Experience
CIT  April 2010 - Present
Dresdner Kleinwort Wasserstein  2006 - 2010
U.S. Trust   1999 - 2004
Prudential Securities  1997 - 1999

Education
St. John's University   1993 — 1995
MBA, Economics

Adelphi University   1989 — 1993
BS, Banking & Finance

Kevin Kim, CRPC Kevin Kim, CRPC Greater Atlanta Area Details
Kevin Kim, CRPC's US Trust Experience August 2015 - Present
Job VP, Private Client Advisor at U.S. Trust, Bank of America Private Wealth
Industry Financial Services
Experience
U.S. Trust   August 2015 - Present
Merrill Edge, Bank of America   July 2012 - August 2015
Etrade Financial  May 2010 - June 2012
American Independence Financial Services  November 2008 - December 2009
JPMorgan Chase & Co.   August 2006 - May 2008
Wells Fargo  September 2002 - July 2006
Xerox  April 1999 - August 2002
Roan Capital Partners LP   March 1996 - January 1998

Skills
Series 7, Wealth Management, Portfolio Management, Investment Advisory, Securities, Asset Allocation, Mutual Funds, Series 63, Investments, Asset Management

Education
American InterContinental University   2009 — 2011
Master's degree, Information Technology and Finance

Marymount University   1999 — 2004
BBA, Business Law and Finance

Garrett Kobs Garrett Kobs Houston, Texas Details
Garrett Kobs's US Trust Experience September 2013 - Present
Job Senior Vice President at US Trust
Industry Banking
Experience
U.S. Trust   September 2013 - Present
JPMorgan Chase  November 2011 - August 2013
Goldman Sachs  July 1997 - October 2011
PaineWebber  July 1992 - June 1997

Skills
Capital Markets, Financial Analysis, Equities, Fixed Income, Investment Banking, Hedge Funds, Investments, Valuation, Alternative Investments, Securities, Series 7, Wealth Management

Education
Austin College   1983 — 1987
Bachelors, Economics

Richard Lindley Richard Lindley Dallas/Fort Worth Area Details
Richard Lindley's US Trust Experience August 2000 - March 2002
Job Finance and Accounting Controller
Industry Accounting
Experience
CNA Company   June 2012 - October 2014
JPMorgan Chase  July 2003 - August 2011
Washington Mutual Bank, NA  March 2002 - July 2003
U.S. Trust   August 2000 - March 2002

Skills
Budgets, Relationship Management, Revenue Forecasting, Microsoft Excel, SharePoint, Microsoft Office, Microsoft Word, SAP, Customer Service, PowerPoint, English, Expense Budget..., Project Management, Coaching & Mentoring, Internal Audit, Security Audits, Asset Management, Sarbanes-Oxley Act, Windows, Research, Outlook, VBA, Teaching, Public Speaking, HTML, Strategic Planning, Sage 50

Education
Baker University   1992 — 1994
Master of Business Administration (MBA), Accounting and Finance

University of Kansas   1983 — 1986
Bachelor of Arts (BA), Design and Applied Arts

James Robert Colabelli James Robert Colabelli Greater Los Angeles Area Details
James Robert Colabelli's US Trust Experience February 2015 - Present
Job Portfolio Manager at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   February 2015 - Present
US Trust   July 2012 - February 2015
Merrill Lynch  July 2010 - July 2012
AXA  September 2007 - June 2010

Skills
Portfolio Management, Financial Analysis, Investments, Series 7, Asset Allocation, Wealth Management, Investment Strategies, Insurance, Mutual Funds, Securities, Investment Advisory, Financial Services

Education
University of Maryland College Park   2004 — 2007
Economics

Jennifer Williams, CTFA Jennifer Williams, CTFA Charlotte, North Carolina Area Details
Jennifer Williams, CTFA's US Trust Experience June 2005 - Present
Job Senior Trust Officer at US Trust
Industry Financial Services
Experience
US Trust   June 2005 - Present
GenSpring Family Offices  August 2004 - June 2005
Bank of America  May 2002 - August 2004

Skills
Wealth Management, High Net Worth..., Estate Planning, Asset Allocation, Portfolio Management, Banking

Education
UNC Chapel Hill   1998 — 2002
BSBA

Christian E. Abboud Christian E. Abboud Florham Park, New Jersey Details
Christian E. Abboud's US Trust Experience October 1998 - March 2008
Job SVP Private Wealth Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  2008 - Present
US Trust   October 1998 - March 2008

Education
State of Minnesota
CPA, Accounting

Minnesota   1995 — 1997
Master of Business Administration (M.B.A.), Accounting

University of Minnesota-Twin Cities   1982 — 1987
Bachelor's degree, Economics

Bishop's High School   1970 — 1981

Bruce Clarke, CFA Bruce Clarke, CFA Greater Seattle Area Details
Bruce Clarke, CFA's US Trust Experience January 2000 - December 2000
Job Managing Director, Client Service at Russell Investments
Industry Investment Management
Experience
Russell Investments  January 2013 - Present
Russell Investment   January 2001 - December 2012
US Trust   January 2000 - December 2000
Russell Investments  January 1997 - December 1999
Russell Investments  January 1994 - December 1996
Russell Investments  January 1988 - December 1993

Skills
Securities, Management, Alternative Investments, Asset Allocation, Investment Strategies, Investment Management, Asset Management, Hedge Funds, Investments, Mutual Funds, Portfolio Management, Equities

Education
University of Puget Sound
B.A

Waiman Lee Deetjen Waiman Lee Deetjen Beverly Hills, California Details
Waiman Lee Deetjen's US Trust Experience 2000 - October 2014
Job
Industry Financial Services
Experience
Wells Fargo Private Bank  October 2014 - Present
US Trust   2000 - October 2014
Citibank, Los Angeles, CA   1996 - 2000
HSBC / HSBC Wells Fargo Trade Bank   1993 - 1996

Education
University of Manitoba
MBA

University of Manitoba
Bachelor of Science

Christine DelVecchio Christine DelVecchio Stuart, Florida Details
Christine DelVecchio's US Trust Experience December 2006 - Present
Job SVP, Private Client Advisor at US Trust
Industry Financial Services
Experience
US Trust   December 2006 - Present
Bank of America  February 1999 - December 2006
Bank of America  January 1998 - February 1999
Bank of America  July 1993 - January 1998

Skills
Wealth Management, Asset Allocation, Wealth Management..., High Net Worth..., Credit, Retirement Planning, Banking, Investment Advisory, Loans, Estate Planning, Portfolio Management, Asset Management, Private Banking, Investments, Mutual Funds, Investment Management, Wealth, Series 63, Investment Strategies, Mortgage Lending, Financial Advisory, Relationship Management

Education
University of Florida   1989 — 1993
Bachelor of Arts (BA), Psychology

University of Florida   1989 — 1993
Bachelor of Arts (B.A.), Psychology

cynthia messer-carey cynthia messer-carey Norfolk, Virginia Area Details
cynthia messer-carey's US Trust Experience July 1993 - Present
Job Managing Director, Wealth Strategist,US Trust
Industry Financial Services
Experience
US Trust   July 1993 - Present

Skills
Wealth Transfer Planning, Estate Planning, Retirement Planning, Charitable Giving, Retirement, Financial Planning, Wealth, Wealth Management, Strategic Financial..., Charities

Education
University of North Carolina School of Law   1977 — 1980
JD

Western Carolina University   1974 — 1977
Business Administration, Economics/Accounting

South Dade High School

Frank Sweeny Frank Sweeny Greater New York City Area Details
Frank Sweeny's US Trust Experience August 1996 - Present
Job Managing Director at US Trust
Industry Financial Services
Experience
US Trust   August 1996 - Present

Skills
Management, Investments, Leadership, Portfolio Management, Finance, Wealth Management, Alternative Investments, Asset Allocation, Asset Management, Equities, Fixed Income, Investment Management, Asset Managment, Hedge Funds, Wealth Management..., Investment Strategies, Mutual Funds, Strategy

Education
University of Denver
Economics and Finance

Aaron Jackson, CIMA® Aaron Jackson, CIMA® Dallas/Fort Worth Area Details
Aaron Jackson, CIMA®'s US Trust Experience July 2000 - Present
Job Portfolio Manager at US Trust
Industry Financial Services
Experience
US Trust   July 2000 - Present
Bank of America  2000 - 2010

Skills
Alternative Investments, Asset Allocation, Portfolio Management, Wealth Management, Investment Strategies, Asset Management, Mutual Funds, Investment Advisory, Fixed Income, Investment Management, Equities, Investments, Wealth Management..., Hedge Funds

Education
University of Oklahoma
BBA, Finance

Jennifer Guendjoian Jennifer Guendjoian Sarasota, Florida Area Details
Jennifer Guendjoian's US Trust Experience October 2008 - February 2015
Job Senior Portfolio Manager at Fifth Third
Industry Financial Services
Experience
Fifth Third  March 2015 - Present
US Trust   October 2008 - February 2015
SunTrust Bank  March 2001 - October 2008

Skills
Wealth Management, Wealth Management..., Portfolio Management, Asset Allocation, Investment Advisory, Mutual Funds, Investment Strategies, Alternative Investments, Asset Management, Investment Management, Equities, Financial Planning, Investments, Private Banking, Retirement Planning

Education
University of South Florida - College of Business Administration
BS

Jessica Culver Jessica Culver Raleigh-Durham, North Carolina Area Details
Jessica Culver's US Trust Experience July 2001 - February 2002
Job Financial Operations Analyst
Industry Information Technology and Services
Experience
Cisco  March 2014 - Present
Union Savings Bank - CT  October 2007 - January 2014
Louis Dreyfus Highbridge Energy  April 2006 - June 2007
Louis Dreyfus Commodities  March 2002 - April 2006
US Trust   July 2001 - February 2002

Skills
Retail Banking, MS Excel Pivot Tables, Vlookup, Formulas, Financial Risk, Banking, Commercial Lending, Loans, Commercial Banking, Advanced MS Excel, Finance, Business Planning, Portfolio Management, Analysis, Microsoft Excel, Financial Analysis

Education
University of Scranton   1997 — 2001
Bachelor of Science (B.S.), International Business

Jordy Dillard Jordy Dillard Charlotte, North Carolina Area Details
Jordy Dillard's US Trust Experience November 2011 - Present
Job Accountant
Industry Accounting
Experience
US Trust   November 2011 - Present
BESAM  January 2009 - November 2011
Sunbelt Rentals  February 2008 - December 2008

Skills
Accruals, Accounting, General Ledger, Financial Reporting, Accounts Payable, Accounts Receivable, Budgets, Microsoft Excel, Forecasting

Education
University of South Carolina Upstate   2005 — 2007
B.S., Business Administration

University of South Carolina Upstate   2005 — 2007
Bachelor of Business Administration (B.B.A.), Accounting

Kris Wharton Kris Wharton Charleston, South Carolina Details
Kris Wharton's US Trust Experience October 1995 - Present
Job Trust Administrator at US Trust
Industry Financial Services
Experience
US Trust   October 1995 - Present

Skills
Wealth Management, Estate Planning, Investments, Portfolio Management, Retirement Planning, Asset Management, Strategic Financial..., Asset Allocation, Series 7, Private Banking, Wealth Management..., Investment Advisory, Alternative Investments, Banking, High Net Worth..., Investment Management, Credit, Trust Services, Mutual Funds, Loans

Education
The Southeastern Trust School
Trust and Estate Planning

University of South Carolina-Columbia   1991 — 1994
Bachelor of Science, Business Administration

Morrisville State   1989 — 1991
AAS, Business Management

Patricia Tennon Patricia Tennon Dallas/Fort Worth Area Details
Patricia Tennon's US Trust Experience Research AnalystBank of AmericaOctober 1986 - Present
Job Research Analyst at Bank of America
Industry Financial Services
Experience
US Trust   Research AnalystBank of AmericaOctober 1986 - Present

Education
University of Phoenix   2010 — 2013
Bachelor of Science (BS), Master in Psychology, Criminal Justice, Psychology, 3.9

Audrey Mandeville Audrey Mandeville Dallas/Fort Worth Area Details
Audrey Mandeville's US Trust Experience June 2002 - November 2011
Job Trust Operations Specialist
Industry Investment Management
Experience
Trust Management Network  January 2014 - Present
Reliance Trust Company of Delaware   June 2013 - August 2013
Citi Trust  August 2012 - May 2013
US Trust   June 2002 - November 2011

Skills
Trusts, Asset Management, Wealth, Portfolio Management, Asset Allocation, CRM, Tax, Estate Planning, Wealth Management..., Wealth Management, Investment Advisory

Education
University of North Texas   1974 — 1980
BS, Health and Physical Education/Fitness

Air Traffic Control   1985 — 1985
Certified Air Traffic Controller/Radar Supervisor, Air Traffic Control

Jesse Herr Jesse Herr Chicago, Illinois Details
Jesse Herr's US Trust Experience 2004 - Present
Job Svp at US Trust
Industry Financial Services
Experience
US Trust   2004 - Present

Education
University of Notre Dame   1974 — 1978
Bachelor of Business Administration (BBA), Accounting

Tom Tagliarini, CFA Tom Tagliarini, CFA Tampa, Florida Details
Tom Tagliarini, CFA's US Trust Experience July 2010 - Present
Job Senior Vice President & Portfolio Manager at US Trust
Industry Financial Services
Experience
US Trust   July 2010 - Present
SunTrust Bank  January 1990 - July 2010

Skills
Asset Allocation, Portfolio Management, Alternative Investments

Education
University of South Florida   1980 — 1984
Bachelor of Arts (B.A.), Finance, General

Linda Rojas-Noonan, Esq. Linda Rojas-Noonan, Esq. New York, New York Details
Linda Rojas-Noonan, Esq.'s US Trust Experience September 2001 - December 2005
Job Private Banking Compliance Advisor/Risk Management
Industry Law Practice
Experience
Deutsche Bank  July 2014 - Present
Federal Reserve System  January 2009 - July 2014
Northern Trust Wealth Management  February 2007 - December 2008
Brown Brothers Harriman  December 2005 - February 2007
U.S. Trust   September 2001 - December 2005
J.P. Morgan   June 1996 - August 1997
Chase  October 1992 - June 1996

Skills
Financial Services, Finance, Portfolio Management, Securities, Investments, Financial Analysis, Equities, Risk Management, Trusts, Banking, Wealth Management, Asset Management, Mutual Funds

Education
Villanova University School of Law   2007 — 2011
Master of Laws (LL.M.) in Tax, Tax Law/Taxation

Union University-Albany Law School   1997 — 2000
Juris Doctor (J.D.), Trusts and Estates

Binghamton University   1987 — 1991
Bachelor's Degree, Sociology

Kenneth Marcus, CFA Kenneth Marcus, CFA New York, New York Details
Kenneth Marcus, CFA's US Trust Experience May 1996 - April 1998
Job PM/Trader at FNY Capital Management
Industry Financial Services
Experience
FNY Capital Management  October 2002 - Present
Lancer Partners   May 1998 - September 2002
US Trust   May 1996 - April 1998
J.P. Morgan   September 1992 - December 1995

Skills
Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Business Analysis, Risk Management, Investments, Microsoft Word, PowerPoint, Business Strategy, Process Improvement, Financial Modeling, Portfolio Management, New Business Development, Equities

Education
Wharton School, University of Pennsylvania   1990 — 1992
Master of Business Administration (MBA), Finance, General

Wharton School, University of Pennsylvania   1987 — 1991
Bachelor of Science (BS), Finance, General

mhs

Nicole Newberry Nicole Newberry Chandler, Arizona Details
Nicole Newberry's US Trust Experience November 2012 - Present
Job Relationship Service Manager at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   November 2012 - Present
Bank of America  March 2011 - November 2012
San Tan Credit Union   July 2007 - March 2011

Skills
Banking, Strategic Thinking, Workflow Management, Credit Analysis, High Net Worth..., Private Banking, Employee Engagement, Coaching, Commercial Banking, Loans, Retail Banking, Treasury Services, Financial Regulation, Lines Of Credit, Customer Service, Customer Satisfaction, Call Centers, Operations Management, Process Improvement, Cross Selling

Education
Arizona State University, W. P. Carey School of Business   2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General

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