US Trust
U.S. Trust, Bank of America Private Wealth Management was founded in 1853 as the United States Trust Company of New York. It operated independently until 2000, when it was acquired by Charles Schwab, and Co., and subsequently was sold to, and became a subsidiary of, Bank of America in 2007. Acquisition date: 20 November 2006 Parent organizations: Bank of America, Bank of America, National Association Subsidiaries: U.S. Trust Co. of New York,
US Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at US Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
US Trust Salaries. You can even request information on how much does US Trust pay if you want to. Learn about salaries, pros and cons of working for US Trust directly from the past employees.
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1,967 US Trust employees in database. Find out everything there's to know about US Trust employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
US Trust Employees
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
U.S. Trust September 2009 - Present
Education
Assumption College 1982 — 1986
Bachelor of Arts, Economics with a Business concentration
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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, 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
U.S. Trust August 2015 - Present
Skills
Strategic Financial..., Investments, Wealth Management, Wealth, Asset Allocation
Education
American University 1997 — 2001
BA, Economics, International Studies
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
My Fit Pup Satisfaction AnalystBMCJune 2000 - Present
US Trust May 1998 - May 2000
Education
University of New Hampshire 1993 — 1997
BA, Kinesiology
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
US Trust 2004 - Present
Education
University of Notre Dame 1974 — 1978
Bachelor of Business Administration (BBA), Accounting
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
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
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
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