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
Steve Choo Steve Choo Greater Los Angeles Area Details
Steve Choo's US Trust Experience June 2014 - August 2014
Job Supply Chain Quote Specialist at Raytheon
Industry Financial Services
Experience
Raytheon Space and Airborne Systems  August 2014 - Present
U.S. Trust   June 2014 - August 2014
Goldman Sachs 10,000 Small Businesses at Long Beach City College   September 2013 - May 2014
Scottrade  October 2012 - September 2013

Education
California State University-Long Beach
Bachelor of Science (B.S.), Business Management, Supply Chain Management & Operations

Pauline Halladjian Pauline Halladjian Greater Los Angeles Area Details
Pauline Halladjian's US Trust Experience 1995 - 2007
Job Investment Relationship Officer / Team Leader
Industry Financial Services
Experience
City National Bank  March 2008 - Present
U.S. Trust   1995 - 2007
US Trust   1995 - 2007
Wells Fargo  October 1993 - August 1995

Skills
Portfolio Management, Wealth Management, Asset Management, Fixed Income, Equities

Education
California State Polytechnic University-Pomona   1989 — 1991
Bachelor of Business Administration (B.B.A.), Finance, Real Estate, Law

Connor Koppa Connor Koppa Greater Minneapolis-St. Paul Area Details
Connor Koppa's US Trust Experience June 2011 - August 2011
Job Client Service Manager at Focus Financial
Industry Financial Services
Experience
Focus Financial  April 2013 - Present
Abbot Downing  May 2012 - April 2013
U.S. Trust   June 2011 - August 2011

Education
Campbell University
Bachelor of Business Administration (B.B.A.), Trust and Wealth Management

Georgetown University - The McDonough School of Business
Business/Managerial Economics

Christian Stone Christian Stone Greater Boston Area Details
Christian Stone's US Trust Experience January 2008 - July 2013
Job Wealth Advisor at PRW Wealth Management
Industry Investment Management
Experience
PRW Wealth Management   July 2014 - Present
Morgan Stanley  July 2013 - July 2014
U.S. Trust   January 2008 - July 2013
Bank of America  July 2005 - December 2007
JPMorgan Chase  August 2004 - July 2005
GunnAllen Financial  January 2004 - July 2004
Harrison Securities   November 2002 - October 2003

Skills
Wealth Management, Investments, Retirement Planning, Series 7, Estate Planning, Investment Management, Finance, Banking, Financial Advisory, Entrepreneurship, Management, Wealth, Trading, Sales, Tax, Equities, Asset Allocation, High Net Worth..., Portfolio Management

Education
Boston University Questrom School of Business   2010 — 2011
Master's Degree, Investment Management

Mount St. Mary's University   1998 — 2002
Bachelor's Degree, Business

Matthew Bride Matthew Bride Boston, Massachusetts Details
Matthew Bride's US Trust Experience October 2014 - Present
Job Vice President, Private Client Associate
Industry Financial Services
Experience
U.S. Trust   October 2014 - Present
Audi  March 2012 - September 2014
The Herb Chambers Companies.  December 2011 - March 2012
Vell Executive Search  July 2010 - May 2011

Skills
Marketing, Marketing Strategy, Account Management, Management, Customer Service, Time Management, Teamwork, Sales, Social Media Marketing, Social Media, Microsoft Office, Marketing Communications, Microsoft Excel, PowerPoint, Business Strategy, Market Research, Facebook

Education
Bentley University   2007 — 2011
B.S./B.A., Marketing/ International Business/ French

Corvinus University of Budapest   2010 — 2010
Marketing, Hungarian Language

Université de Nantes   2008 — 2008
French Language, Economics

Cheryl Kamikubo Cheryl Kamikubo Orange County, California Area Details
Cheryl Kamikubo's US Trust Experience 1992 - 2003
Job Sales Commission Analyst at QSI / NextGen Healthcare
Industry Computer Software
Experience
QSI NextGen Healthcare  April 2014 - Present
Sage  March 2005 - July 2013
U.S. Trust   1992 - 2003
Harada Industry of America  1986 - 1992

Skills
Microsoft Excel, Word,..., Customized Sales..., Cognos - TM1, SAP BI, SAP, Enterprise Software, Sales Compensation, Business Intelligence, Process Improvement, ERP, Business Analysis, Business Process...

Education
California State University-Long Beach
Bachelor of Science, Business Administration, Concentration in Finance

Jason Niell, CTFA Jason Niell, CTFA Greensboro/Winston-Salem, North Carolina Area Details
Jason Niell, CTFA's US Trust Experience September 2009 - June 2015
Job VP; Sr. Trust Administrator at Wells Fargo Wealth Management
Industry Financial Services
Experience
Wells Fargo  June 2015 - Present
U.S. Trust   September 2009 - June 2015
US Trust   May 2008 - August 2008
Bank of America  May 2007 - August 2007
Wachovia  June 2006 - August 2006

Skills
Wealth Management

Education
Campbell University   2004 — 2009
MBA, BBA Trust and Wealth Management, Business

Ellen Iovine Ellen Iovine United States Details
Ellen Iovine's US Trust Experience January 2005 - August 2007
Job Executive Assistant at Moody's Corporation
Industry Financial Services
Experience
Moody's Corporation  July 2010 - Present
BlackRock  September 2007 - June 2010
U.S. Trust   January 2005 - August 2007
Dresdner Kleinwort Wasserstein  May 1998 - June 2004

Skills
Microsoft Word, Microsoft Excel, PowerPoint, PeopleSoft, Concur, Adobe Acrobat, Outlook, Office Management

Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), Management

Dana DiBella, Esq. Dana DiBella, Esq. Greater New York City Area Details
Dana DiBella, Esq.'s US Trust Experience February 2015 - Present
Job Assistant Vice President at U.S. Trust, Bank of America Private Wealth Management
Industry Law Practice
Experience
U.S. Trust   February 2015 - Present
U.S. Trust, Bank of America Private Wealth Management   May 2012 - Present
Law Office of Steven L. Kay   July 2011 - May 2012
Hudson Legal  November 2008 - June 2011

Skills
Wills, Powers of Attorney, Courts, Guardianship, Legal Research, Litigation, Legal Writing, Westlaw, Investments, Legal Assistance, Trusts, Estate Planning, Estate Administration, Trust Services, Document Review

Education
Saint John's University School of Law   2005 — 2008
Juris Doctorate

Boston University Questrom School of Business   2001 — 2005
Bachelor of Science, Business Administration; International Management and Finance

Brian Rocha, CFP® Brian Rocha, CFP® Providence, Rhode Island Area Details
Brian Rocha, CFP®'s US Trust Experience November 2013 - Present
Job Vice President, Portfolio Manager at U.S. Trust Private Wealth Management
Industry Financial Services
Experience
U.S. Trust   November 2013 - Present
Transamerica  July 2012 - November 2013
Great-West Life and Annuity Insurance Company  January 2008 - July 2012
Fidelity Investments  May 2005 - December 2007
Fidelity Investments  June 2004 - April 2005

Skills
Mutual Funds, Retirement, Fixed Annuities, Investments, Finance, Financial Advisory, Series 63, Retirement Planning, 401k, Uniform Combined State..., Wealth Management, Series 6, Alternative Investments, Asset Allocation, Certified Financial..., Licensed Life Insurance..., Defined Contribution

Education
Bryant University   2000 — 2004
Bachelor of Science in Business Administration, Finance

Caroline Hammersley Caroline Hammersley Raleigh, North Carolina Details
Caroline Hammersley's US Trust Experience May 2011 - August 2011
Job Investment Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  May 2014 - Present
RBC Wealth Management  March 2012 - Present
U.S. Trust   May 2011 - August 2011
U.S. Trust   May 2010 - August 2010

Education
Campbell University   2011 — 2012
Masters of Business Administration

Campbell University   2007 — 2011
Bachelor of Business Administration (B.B.A.), Trust & Wealth Management

Campbell University   2007 — 2011
Bachelor of Business Administration (B.B.A.), Minor in Financial Planning

Jennifer Holder Jennifer Holder Greater San Diego Area Details
Jennifer Holder's US Trust Experience February 2012 - Present
Job Administrative Assistant at U.S. Trust
Industry Nonprofit Organization Management
Experience
U.S. Trust   February 2012 - Present
The Pacific Club  April 2007 - February 2012
Dove Canyon Country Club  September 2005 - April 2007

Skills
Management, Food & Beverage, Newsletters, CRM, Catering, Banquets, Event Management, Weddings, Customer Service

Education
California State University-Fullerton
Bachelor of Arts, Communication; Entertainment Studies and Tourism

Melinda McAlister Melinda McAlister Houston, Texas Details
Melinda McAlister's US Trust Experience September 2002 - Present
Job Senior Vice President / Senior Trust OfficerUS Trust
Industry Financial Services
Experience
U.S. Trust   September 2002 - Present
Wells Fargo  2001 - 2002
J.P. Morgan   1987 - 2000

Skills
Financial Planning, Marketing, Administration, Private Banking, Wealth Management, Trust Services

Education
Baylor University   1980 — 1982
Bachelor of Science (B.S.)

The University of Texas at Austin   1978 — 1980

Layth Alwaed Layth Alwaed Boston, Massachusetts Details
Layth Alwaed's US Trust Experience August 2013 - March 2015
Job IT Specialist at Hemenway & Barnes
Industry Computer Networking
Experience
Hemenway & Barnes  March 2015 - Present
ITT Technical Institute  September 2013 - Present
U.S. Trust   August 2013 - March 2015
MGHightech   May 2011 - March 2012
International Institute of Boston  March 2011 - May 2011
•National Olympic Committee of Iraq   February 2008 - March 2010

Skills
Visual Merchandising, Cisco Technologies, Networking, Training, Help Desk Support, CCNA, Software Installation, Hardware, Teaching, Data Entry, Employee Training, Coaching, Outlook, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Operating Systems, Windows 7, Troubleshooting, Computer Hardware, Access, Technical Support, Cisco IOS, Routers, LAN-WAN, Network Engineering, Switches, Firewalls, WAN, Cisco Routers, Security, Network Security, Routing, Wireless Networking, TCP/IP, IT Operations, Network Administration

Education
Boston University   2011 — 2013
Master's Degree, Telecommunication

Baghdad University   2005 — 2009
Bachelor's Degree, Computer Science

Brian Malik Brian Malik Houston, Texas Details
Brian Malik's US Trust Experience July 2015 - Present
Job J.D. Graduate from Fordham University School of Law
Industry Legal Services
Experience
U.S. Trust   July 2015 - Present
The James Street Group  June 2014 - July 2015
Providus  October 2013 - June 2014
HIT Entertainment  February 2012 - April 2013
Lincoln Square Legal Services, Inc.   January 2012 - May 2012
Law Offices of J.D. Geraigery   September 2011 - December 2011
New York City Conflicts of Interest Board  June 2011 - August 2011
Food & Wine  October 2008 - August 2010
The Container Store  November 2003 - September 2008

Skills
Legal Research, Legal Writing, Entertainment Law, Copyright Law, Contract Drafting, Legal Assistance, Legal Documents, Contract Law, Contract Negotiation, Trademarks, Arbitration

Education
Fordham University School of Law   2010 — 2013
Doctor of Law (J.D.), Law

Baylor University   1999 — 2003
Bachelor of Arts (B.A.), Telecommunications

Brittany N. Midyette, CFP® Brittany N. Midyette, CFP® Greensboro, North Carolina Details
Brittany N. Midyette, CFP®'s US Trust Experience June 2015 - Present
Job Portfolio Manager at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   June 2015 - Present
U.S. Trust, Bank of America Private Wealth Management   June 2013 - June 2015
SunTrust Bank  April 2012 - June 2013
U.S. Trust, Bank of America Private Wealth Management   August 2010 - April 2012
Campbell University  2008 - May 2010

Education
Campbell University   2009 — 2010
Master of Business Administration

Campbell University   2005 — 2010
BBA, Trust and Wealth Management; Minor in Financial Planning

2016 Level II Candidate in the CFA Program

Wesley Weise Wesley Weise Greater Denver Area Details
Wesley Weise's US Trust Experience December 2014 - Present
Job Senior Vice President, Private Client Advisor at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   December 2014 - Present
The Northern Trust Company  December 2000 - December 2014

Skills
Investments, Retirement Planning, Asset Managment, Strategic Financial..., High Net Worth..., Mergers & Acquisitions, Finance, Wealth Management, Estate Planning, Financial Analysis, Portfolio Management, Investment Management, Asset Allocation, Asset Management, Securities, Equities, Alternative Investments, Private Equity, Financial Services, Investment Advisory, Investment Strategies, Valuation, Financial Modeling, Financial Advisory, Hedge Funds, Fixed Income, Mutual Funds, Relationship Management, Wealth Management..., Private Banking, Corporate Finance, Wealth, Banking, Series 7, Insurance Planning, Financial Planning

Education
California State University-Fullerton

Christine Pennell Christine Pennell Greater New York City Area Details
Christine Pennell's US Trust Experience August 2014 - Present
Job Portfolio Manager
Industry Investment Management
Experience
U.S. Trust   August 2014 - Present
U.S. Trust   July 2011 - August 2014
NPR  October 2010 - July 2011
Cambridge Associates  June 2007 - October 2010
Bryant University  August 2006 - June 2007
Travelers  May 2006 - August 2006
Merrill Lynch  January 2006 - May 2006

Skills
Portfolio Management, Asset Allocation, Investment Policy..., Performance Measurement, Due Diligence, Investments, Alternative Investments, Investment Management, Institutional Investors, High Net Worth..., Finance, Financial Planning, Institutional..., Investment Strategies, Mutual Funds, Strategic Financial...

Education
Bryant University   2003 — 2007
BSBA, Finance, Economics

Amy Becker Amy Becker Greater Boston Area Details
Amy Becker's US Trust Experience March 2015 - Present
Job Officer, Sr. Philanthropic Service Administrator at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   March 2015 - Present
Fidelity Charitable  November 2013 - June 2014
Fidelity Charitable  2007 - 2014
Fidelity Charitable  2005 - 2007

Skills
Financial Services, Relationship Management, Mutual Funds, Securities, Investments, Series 7, Wealth Management, Financial Analysis, Series 63, Fundraising

Education
Bryant University   1992 — 1996
Bachelor of Science (B.S.), Business Administration, Concentration in Written Communications, Minor in Sociology

Frasier Esty Frasier Esty New York, New York Details
Frasier Esty's US Trust Experience September 2013 - November 2014
Job Associate Client Advisor at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust  December 2014 - Present
U.S. Trust   September 2013 - November 2014
Silvercrest Asset Management  June 2013 - August 2013
Hamlin Capital Management  June 2012 - July 2012
Essex Financial Services  July 2011 - August 2011
Hamlin Capital Management  June 2011 - July 2011

Skills
Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Microsoft Office, Research, Teamwork, Social Media, Public Speaking, Financial Analysis, Leadership, Facebook, Windows, Investments, PowerPoint, Analysis

Education
Bucknell University   2009 — 2013
Bachelor of Arts (B.A.), History and Political Science

Jill Hibyan, CTFA, CFP® Jill Hibyan, CTFA, CFP® Boston, Massachusetts Details
Jill Hibyan, CTFA, CFP®'s US Trust Experience May 2003 - Present
Job Vice President, U.S. Trust
Industry Investment Management
Experience
U.S. Trust   May 2003 - Present

Skills
Investments, Wealth Management, Portfolio Management

Education
Emory University
Trust School

Boston University
Certificate in Financial Planning

University of Massachusetts Boston
MA

Connecticut College   1991 — 1994
BA

Kristen Mcdonald Kristen Mcdonald Greater Los Angeles Area Details
Kristen Mcdonald's US Trust Experience August 2011 - July 2015
Job Project Manager, First Protocol at Bank of America Global Event Marketing
Industry Events Services
Experience
First Protocol  July 2015 - Present
U.S. Trust   August 2011 - July 2015
Marinello Schools of Beauty  December 2009 - September 2011
Premiere Media Group  August 2006 - July 2009
Pacific Sports LLC  July 2001 - August 2006

Skills
Event Marketing, Corporate Branding, Negotiation, Event Planning, Marketing Communications, Social Media Marketing, Management, Event Management, Strategic Planning, Email Marketing, Microsoft Excel, Advertising, Online Marketing, Marketing, Online Advertising, Marketing Strategy, Social Media, Social Networking, Public Relations, Internal Communications, Account Management, Digital Marketing, Sponsorship, Fundraising, Budgets, Project Management, Sales, Integrated Marketing, Strategy, New Business Development, Leadership

Education
University of Phoenix   2010 — 2011
Masters, Education

California State University-Fullerton   2004 — 2007
Bachelor of Arts, Communications

Holly Nelson Holly Nelson Quincy, Massachusetts Details
Holly Nelson's US Trust Experience June 2014 - Present
Job Senior Vice President, Specialty Asset Regional Manager at U.S. Trust
Industry Real Estate
Experience
U.S. Trust   June 2014 - Present
TriSail Capital Corporation / Bank of America   September 2005 - February 2013
First Winthrop Corporation  1996 - 2005
PaineWebber Properties   1991 - 1994

Skills
Finance, Accounting, Investor Relations, Asset Management, Strategic Planning, Project Management, Team Management, Fundraising, Portfolio Management, Compliance, Negotiation, Problem Solving, Strategic Leadership, Public Speaking, Philanthropy, Real Estate Economics, Asset Managment, Management, Real Estate, Commercial Real Estate, Forecasting, Loans, Financial Reporting, Credit

Education
Bentley University
Master of Business Administration (MBA), Finance

Boston College
Bachelor of Science (B.S.), Finance and marketing

Nicholas Roach, CFP® Nicholas Roach, CFP® Greater New York City Area Details
Nicholas Roach, CFP®'s US Trust Experience April 2009 - April 2014
Job Platform Development Manager
Industry Financial Services
Experience
Merrill Lynch  April 2014 - Present
U.S. Trust   April 2009 - April 2014
U.S. Trust   September 2006 - April 2009
Banc of America Investments  January 2006 - September 2006

Skills
Investments, Equities, Finance, Financial Analysis, CRM, Management, Account Management, Financial Modeling, Entrepreneurship, Vendor Management, Financial Advisory, Wealth Management, Strategic Financial..., Relationship Management, Portfolio Management, Financial Planning, Financial Reporting, Business Development, Alternative Investments, Business Strategy, Performance Analysis

Education
City University of New York-Baruch College - Zicklin School of Business   2011 — 2014
Master of Business Administration (M.B.A.)

Brown University   2001 — 2005
B.A., Business Economics

Brandon Whitley, CFP®, CTFA Brandon Whitley, CFP®, CTFA Raleigh-Durham, North Carolina Area Details
Brandon Whitley, CFP®, CTFA's US Trust Experience June 2008 - March 2011
Job Vice President, Philanthropic Advisor at First Citizens Bank
Industry Financial Services
Experience
First Citizens Bank - Raleigh, NC   April 2011 - Present
U.S. Trust   June 2008 - March 2011
Bank of America - Dallas, TX   May 2007 - August 2007
Bank of America - Dallas, TX   May 2006 - August 2006

Skills
Certified Financial..., Certified Trust and..., Estate Planning, Portfolio Management, Personal Finance, Financial Planning, Financial Modeling, Asset Management, Trust Management, Strategic Financial..., Investment Strategies, Investments, High Net Worth..., Financial Services, Relationship Management, Wealth Management, Wealth Management..., Investment Management, Banking, Finance

Education
Campbell University   2006 — 2008
Master of Business of Administration, Finance

Campbell University   2003 — 2008
Bachelor of Business Administration, Major: Trust and Wealth Management; Minor: Financial Planning

Sandra Zielenbach-Chirico Sandra Zielenbach-Chirico Jackson, New Jersey Details
Sandra Zielenbach-Chirico's US Trust Experience September 1995 - Present
Job Client Sales & Service Officer at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   September 1995 - Present

Skills
Customer Service, Finance

Education
Brookdale Community College

Brian C. Chaitoff Brian C. Chaitoff New York, New York Details
Brian C. Chaitoff's US Trust Experience June 2005 - April 2009
Job Competitive Intelligence Analyst
Industry Legal Services
Experience
Paul, Weiss, Rifkind, Wharton & Garrison LLP   May 2009 - Present
Yogi Beans   January 2007 - Present
U.S. Trust   June 2005 - April 2009
American Express (Tax & Business Services)   June 2004 - June 2005

Skills
Capital IQ, Bloomberg, Industry Research, Competitive Analysis, Analysis, Documentation, Research, Business Strategy, Microsoft Office, Business Analysis, Strategic Planning, Financial Analysis, Market Research, Due Diligence, New Business Development, Marketing Strategy, Bloomberg Terminal, Legal Research, Business Development, Finance, Mergers & Acquisitions, Strategy, Analytics

Education
Boston University Questrom School of Business   2000 — 2004
BA, Liberal Arts, Finance

Heather Cartright Heather Cartright Sarasota, Florida Area Details
Heather Cartright's US Trust Experience October 2011 - October 2012
Job Wealth Associate Relationship Manager at BB&T
Industry Investment Management
Experience
BB&T  November 2014 - Present
Trevett Capital Partners   October 2012 - November 2014
U.S. Trust   October 2011 - October 2012
Bank of America  August 2006 - October 2011

Skills
Wealth Management, Retail Banking, Banking, Retirement Planning, Portfolio Management, Investments, Strategic Financial..., Financial Advisory, Equities, Asset Management, Financial Services, Risk Management, Wealth Management..., Customer Service

Education
Campbell University   2013 — 2013
Graduate of Southeastern Trust School

Hodges University   2009 — 2011
Bachelor of Science (BS)

Edison State College   2006 — 2009
Associate of Arts (AA)

Cheryl Kenney Cheryl Kenney Hull, Massachusetts Details
Cheryl Kenney's US Trust Experience 1984 - 1988
Job Educator at Hull Public Schools
Industry Education Management
Experience
Hull Public Schools  September 1991 - Present
U.S. Trust   1984 - 1988
Talbots  September 1980 - June 1985

Skills
Curriculum Development, Classroom, Curriculum Design, Educational Leadership, K-12, Special Education, Classroom Management, Educational Technology, Teacher Training, Elementary Education, Differentiated..., Lesson Planning

Education
Bridgewater State College   1987 — 1991
Bachelor of Applied Science (B.A.Sc.), Elementary Education and Teaching, A-

Hingham High School   1976 — 1980
High School Diploma

Jason Rosen Jason Rosen Greater New York City Area Details
Jason Rosen's US Trust Experience 2000 - 2006
Job Turning Fear into Focus, Energy, Action & Results. Planning, analysis, management consulting
Industry Management Consulting
Experience
Rosen Professional Services   2006 - Present
U.S. Trust   2000 - 2006
Chase Manhattan Bank  1997 - 2000

Skills
Business Analysis, Business Planning, Business Management, Strategic Planning, Program Management, Property Management, Public Speaking, Consulting, Leadership, Management, Budgets, Entrepreneurship, Business Strategy, Start-ups, Management Consulting, Sales, Strategy, Business Development, Finance, Small Business, Investments, CRM, Forecasting, Project Planning, Fundraising, Financial Services, Mergers & Acquisitions, Analysis, Accounting, Wealth Management, Executive Management

Education
California State University-San Bernardino   1991 — 1994
BA, Political Science

University of Southern California   1988 — 1991

Huntington Beach High School   1984 — 1988

Kevin Arruda Kevin Arruda Providence, Rhode Island Area Details
Kevin Arruda's US Trust Experience October 2014 - Present
Job Portfolio Oversight Manager, VP at U.S. Trust
Industry Investment Management
Experience
U.S. Trust   October 2014 - Present
Citizens Bank  September 2013 - October 2014
Merrill Lynch  March 2008 - September 2013
Archway Investment Fund, Bryant University   September 2012 - December 2012
Northwestern Mutual  January 2007 - February 2008

Skills
FINRA Series 6, FINRA Series 7, FINRA Series 63, FINRA Series 65, Security Analysis, Financial Modeling, Equity Research, Investments, Asset Allocation, Securities, Trading, Series 7, Strategic Financial..., Mutual Funds, Finance, Series 63

Education
Bryant University   2009 — 2013
BS, Finance, 3.67

Bristol Community College   2007 — 2009
AA, Business, 3.84

Ashten Petry Ashten Petry Boston, Massachusetts Details
Ashten Petry's US Trust Experience April 2015 - Present
Job Vice President: Portfolio Manager at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   April 2015 - Present
U.S. Trust   February 2013 - April 2015
U.S. Trust   February 2012 - February 2013
U.S. Trust   August 2010 - February 2012
Stifel Nicolaus and Company, Inc   May 2009 - August 2009
Marriott International, Inc  May 2008 - August 2008
National Institutes of Health Alcoholism Research Department   September 2005 - April 2006

Skills
Wealth Management, Equities, Equity Research, Financial Modeling, Portfolio Management, Strategic Financial..., Microsoft Excel, PowerPoint, Data Analysis, Microsoft Office, Research, Microsoft Word

Education
Bucknell University   2006 — 2010
Bachelor of Arts, Economics, Math Concentration

Christopher Avino Christopher Avino Greater New York City Area Details
Christopher Avino's US Trust Experience Finance InternDow JonesJune 2012 - August 2012
Job Portfolio Management Assistant at US Trust
Industry Investment Management
Experience
U.S. Trust   Finance InternDow JonesJune 2012 - August 2012
Dow Jones  June 2011 - August 2011

Skills
Financial Analysis, Microsoft Excel, Access, PowerPoint, Troubleshooting, Bloomberg

Education
Bentley University   2009 — 2013
BS, Corporate Finance & Accounting

West Windsor-Plainsboro HS North   2005 — 2009

Dmitri Artemiev Dmitri Artemiev Greater Boston Area Details
Dmitri Artemiev's US Trust Experience March 2013 - Present
Job Portfolio Manager at U.S. Trust
Industry Investment Banking
Experience
U.S. Trust   March 2013 - Present
Sun Capital Advisers   June 2011 - March 2013
Conning Asset Management  April 2009 - May 2011
Oppenheimer Funds  January 2007 - March 2009
Fidelity Investments  1999 - 2007

Skills
Fixed Income, Trading, Analysis, Research, Mortgage

Education
Boston University
Software Engineering

Financial Academy
BS, Financial Engineering, Finance & Credit

Southern New Hampshire University
MBA, Finance

Cabell Sinclair Cabell Sinclair Charlotte, North Carolina Details
Cabell Sinclair's US Trust Experience August 2015 - Present
Job Specialized Fiduciary Officer at U.S. Trust
Industry Law Practice
Experience
U.S. Trust   August 2015 - Present
The Law Office of James P. Laurie III   February 2015 - May 2015
United States Bankruptcy Court for the Eastern District of North Carolina   August 2014 - December 2014
Safran Law Offices  May 2013 - August 2013

Skills
Westlaw, Legal Writing, Legal Research, LexisNexis

Education
Campbell University, Norman Adrian Wiggins School of Law   2012 — 2015
Doctor of Law (J.D.), Law

Campbell University   2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

William Nazar de Jaucourt William Nazar de Jaucourt New York, New York Details
William Nazar de Jaucourt's US Trust Experience October 2007 - March 2011
Job Alternative Investments Origination and Product Management
Industry Financial Services
Experience
Merrill Lynch  March 2011 - Present
U.S. Trust   October 2007 - March 2011
Vail Associates  2006 - 2007

Education
Boston College   2002 — 2006
BA, Political Science / Economics

Salisbury School   1999 — 2002
NA

Andrew Weissman, CFP® Andrew Weissman, CFP® Greater New York City Area Details
Andrew Weissman, CFP®'s US Trust Experience 2000 - 2008
Job Senior Vice President, Financial Planning at RDM Financial Group
Industry Financial Services
Experience
RDM Financial Group   May 2012 - Present
Morgan Stanley Private Wealth Management  May 2011 - May 2012
Morgan Stanley Smith Barney  2009 - 2011
U.S. Trust   2000 - 2008
US Trust   1986 - 2000
IBM  1979 - 1986

Education
Brooklyn Law School   1981 — 1985
JD

New York University - Leonard N. Stern School of Business   1978 — 1979
MBA

New York University - Leonard N. Stern School of Business   1974 — 1978
BS, Information Systems

Hoyte Pyle, CFA Hoyte Pyle, CFA Little Rock, Arkansas Details
Hoyte Pyle, CFA's US Trust Experience November 2007 - June 2012
Job Senior Wealth Consultant at BancorpSouth Wealth Management
Industry Investment Management
Experience
BancorpSouth Wealth Management   November 2013 - Present
Meridian Investment Advisors   July 2012 - September 2013
U.S. Trust   November 2007 - June 2012
Morgan Asset Management  October 2003 - November 2007

Skills
Stock and bond research, Portfolio Management, Mutual Funds, Institutional..., Alternative Investments, Asset Allocation, Foundations and..., Investments, Bonds, Investment Management, Investment Strategies, Wealth Management, Investment Advisory, High Net Worth..., Asset Management, Wealth Management..., Equities, Fixed Income, Hedge Funds, Securities, Retirement Planning, Financial Advisory, Strategic Financial..., Wealth, Financial Analysis, Relationship Management, Private Equity, Capital Markets, Separately Managed..., IRAs, Financial Planning

Education
Chartered Financial Analyst
Studies in accounting, economics, security valuation, portfolio management, and professional ethics

Baylor University   1985 — 1989
Bachelor of Business Administration (B.B.A.), Finance and Economics

Catholic High School   1981 — 1985

Jackie VanderBrug Jackie VanderBrug Greater Boston Area Details
Jackie VanderBrug's US Trust Experience February 2013 - Present
Job Senior Vice President at U.S. Trust
Industry Financial Services
Experience
The Aspen Institute  May 2015 - Present
U.S. Trust   February 2013 - Present
Philanthropy Indaba   July 2012 - Present
Criterion Ventures  January 2004 - June 2012
Good Capital   May 2006 - May 2008
Work In Progress  2003 - 2004
iBasis  April 2000 - April 2002
CSC Index  September 1994 - July 1998

Skills
Business Development, Workshop Facilitation, Governance, Networking, Process Design, Social Entrepreneurship, Entrepreneurship, Start-ups, Strategic Planning, Social Enterprise, Business Strategy, Non-profits, Management Consulting, Program Management, Strategy, Leadership Development, Public Speaking, Strategic Partnerships, Organizational..., Change Management, Impact Investing, Socially Responsible...

Education
University of Michigan - Stephen M. Ross School of Business   1992 — 1994
MBA, Strategy and Organizational Behavior

Calvin College   1986 — 1990
BS, Mathematics

Holly Harben Swan Holly Harben Swan Greater Boston Area Details
Holly Harben Swan's US Trust Experience September 2010 - Present
Job Managing Director, Wealth Strategies at US Trust
Industry Financial Services
Experience
U.S. Trust   September 2010 - Present
Bartlett Hackett Feinberg P.C.   2001 - September 2010

Education
Boston College Law School   1998 — 2001
Doctor of Law (J.D.)

Rollins College   1994 — 1998
Bachelor of Arts (B.A.), Economics

Harrison Arts Center   1990 — 1994
Theatre/Theater

Brian Seidman Brian Seidman Greater New York City Area Details
Brian Seidman's US Trust Experience December 2013 - December 2014
Job Regional Managing Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management  January 2015 - Present
Long Island Cares - The Harry Chapin Food Bank   2004 - Present
U.S. Trust   December 2013 - December 2014
U.S. Trust   2002 - December 2013
Bank of America  2004 - 2007
Columbia Management  2002 - 2004
Julius Baer Asset Management   April 2000 - September 2001
JP Morgan  1983 - 2000
Deloitte Haskins & Sells  1980 - 1983

Skills
Asset Allocation, Wealth Management, Global Investment..., Business Strategy, Sales Management, Portfolio Management, Strategic Leadership, Team Leadership, Team Building, Cross Functional Team..., Investment Strategies, Private Banking, Trust Management, Wealth Transfer, Change Management, Recruiting, Strategic Hiring, Alternative Investments, Client Relations, Staff Development

Education
Binghamton University - School of Management

Wharton Executive Leadership Program

Eric Steinberg Eric Steinberg Cleveland/Akron, Ohio Area Details
Eric Steinberg's US Trust Experience June 2007 - August 2007
Job Novelist (seeking to become a published one) at
Industry Law Practice
Experience
Self-employed writer  January 2010 - Present
Arnoff and Associates Inc.  November 2009 - May 2010
Symmetry Advisors   December 2008 - April 2009
Fordham University Graduate School of Business  September 2006 - May 2008
Wyndham Worldwide  November 2007 - December 2007
U.S. Trust   June 2007 - August 2007
MetLife  February 2007 - April 2007
Wyndham Worldwide  October 2006 - December 2006
New York State Unified Court System  January 2003 - August 2006
New York State Unified Court System  January 2001 - December 2002

Education
Fordham Gabelli School of Business   2006 — 2008
MBA, Management Systems

Brooklyn Law School   1997 — 2000
J.D., Law

University at Albany, SUNY   1993 — 1997
BA, Political Science, English and Psych minors

Rosemary Sagar, CFA Rosemary Sagar, CFA New York, New York Details
Rosemary Sagar, CFA's US Trust Experience 1996 - 2004
Job CIO, Kingdon Foundation
Industry Investment Management
Experience
Kingdon Capital Management LLC   February 2005 - Present
The Sagar School   July 2011 - Present
Remfry & Sagar Consultants Pvt. Ltd.   July 2011 - Present
U.S. Trust   1996 - 2004
GE Investments  1990 - 1996
Barings   1987 - 1990
Drexel Burnham Lambert  1986 - 1987
Morgan Stanley  1984 - 1986

Skills
Hedge Funds, Alternative Investments, Portfolio Management, Private Equity, Investment Strategies, Emerging Markets, Investment Management, Securities, Series 7, Financial Markets, Investment Banking, Due Diligence, Equities, Economics, Asset Managment, Management, Financial Analysis

Education
Columbia University - Columbia Business School   1982 — 1984
MBA, Finance, Marketing, International Business

Boston University   1978 — 1981
BS in BA, Finance, International Management, summa cum laude

Sorbonne   1980 — 1980
Degre superieur, Civilisation francaise, Mention "bien"

Canford School   1977 — 1977
A levels, Economics, German

Arndt Gymnasium   1973 — 1976

German School New Delhi   1968 — 1973

Jacob Beale Jacob Beale Providence, Rhode Island Area Details
Jacob Beale's US Trust Experience September 2015 - Present
Job Sr Philanthropic Service Administrator / Juris Doctorate / Sat for 2015 RI & MA Bar Exams (results pending).
Industry Legal Services
Experience
U.S. Trust   September 2015 - Present
Rhode Island Office of the Attorney General  January 2015 - April 2015
Rhode Island Office of the Attorney General  August 2014 - December 2014
Rhode Island Office of the Attorney General  May 2014 - August 2014
Roger Williams University, School of Law  May 2013 - August 2013
Qualified Resources International, Inc.   January 2012 - May 2012

Skills
Legal Research, Westlaw, LexisNexis, Casemaker, Legal Writing, Microsoft Office, Public Speaking, Trial Advocacy, Appellate Advocacy, Criminal Litigation, Estate Planning, Elder Law, BPO, Executive Search, Recruiting, Technical Recruiting, Financial Reporting, Talent Acquisition

Education
Roger Williams University School of Law
Doctor of Law (J.D.), Law, 3.02/4.0

Florida Atlantic University
Bachelor’s Degree, Business & Finance, Cum Laude 3.65/4.0

Broward College
Associate’s Degree, Magna Cum Laude 3.7/4.0

Johnathan Moore, CTFA Johnathan Moore, CTFA Houston, Texas Details
Johnathan Moore, CTFA's US Trust Experience March 2015 - Present
Job
Industry Financial Services
Experience
U.S. Trust   March 2015 - Present
U.S. Trust   November 2011 - March 2015

Skills
Management, Strategic Financial..., Investments, Asset Allocation, Wealth Management, Financial Analysis, Estate Planning, Telecommunications, Retirement Planning, Analysis, Asset Management, Asset Managment, Business Development, Team Leadership, Project Management, Sales, Banking, Wealth, Portfolio Management, Marketing, Credit, CRM, Financial Services, Investment Advisory, Trusts, Customer Service, Investment Strategies, Finance, Wealth Management..., Valuation, Private Banking, Trust Services, High Net Worth..., Investment Management, Trust Management, Mutual Funds, Risk Management, Estate Administration, Business Planning, Customer Retention, Financial Planning, IRAs, Loans, Relationship Management, Small Business

Education
Campbell University   2010 — 2011
Master, Trust and Wealth Management

Campbell University   2008 — 2010
Bachelor, Business Administration

Yongkang Lin, CPA MST Yongkang Lin, CPA MST Greater Boston Area Details
Yongkang Lin, CPA MST's US Trust Experience 2007 - 2008
Job
Industry Financial Services
Experience
J.P. Morgan   March 2013 - May 2015
State Street  September 2010 - March 2013
State Street  June 2008 - September 2010
U.S. Trust   2007 - 2008

Skills
Management, Microsoft Excel, Leadership, Training, Microsoft Word, Research, PowerPoint, Outlook, Microsoft Office, English, Tax, Banking, Finance, Risk Management, Financial Analysis

Education
Bentley University   2005 — 2007
Master's degree, Taxation

Clayton Skinner Clayton Skinner Atlanta, Georgia Details
Clayton Skinner's US Trust Experience March 2013 - October 2014
Job Managing Attorney at Vantage Point South The Skinner Law Firm, LLC
Industry Law Practice
Experience
Vantage Point South - The Skinner Law Firm, LLC   October 2014 - Present
Secure Engineered Compliance, LLC   November 2012 - Present
U.S. Trust   March 2013 - October 2014
Gwinnett County District Attorney's Office  May 2011 - September 2011
Georgia Department of Economic Development  December 2008 - September 2009

Skills
Estate Planning, Legal Advice, Corporate Law, Wealth Preservation..., Intellectual Property, Legal Research, Civil Litigation, Trials, Trusts

Education
Boston University School of Law   2009 — 2012
Doctor of Law (JD)

Georgia Institute of Technology   2005 — 2008
Bachelor of Science (BS), International Relations and Affairs, Highest Honors

Anna Miao Anna Miao Greater Boston Area Details
Anna Miao's US Trust Experience January 2015 - Present
Job CSSO at U.S. Trust
Industry Banking
Experience
U.S. Trust   January 2015 - Present
Bank of America  January 2013 - December 2014
Prince of Wales Fellowship at MIT   August 2012 - February 2013
MIT-IBM Network Science Research Center   June 2012 - February 2013
Norcross Corporation  April 2006 - February 2012
Boston Rescue Mission  June 2005 - March 2006
Samjong, KPMG FAS Inc   April 2003 - June 2003

Skills
Mandarin, Korean, Strategic Planning, Marketing Strategy, Segmentation, Business Strategy, Product Development

Education
Boston University   2015 — 2016
CFP Candidate

Harvard Law School
Completed the Program, Program on Negotiation

Kyung Hee University
MA, International Trade

Pittsburg State University
MBA, Business Administration

Brandon Cortez Brandon Cortez Dallas/Fort Worth Area Details
Brandon Cortez's US Trust Experience August 2013 - August 2014
Job CoFounder & President of VETVAULT
Industry Consumer Goods
Experience
PepsiCo  August 2014 - Present
VetVault   June 2014 - Present
U.S. Trust   August 2013 - August 2014
Wells Fargo Advisors  September 2011 - July 2013
Edward Jones  June 2008 - September 2011
U.S. Marine Corps   May 2002 - June 2008

Skills
Business Development, Strategic Analysis, Client..., Strategic Planning, Wealth Management, Multi-generational..., Wealth Accumulation..., Wealth Preservation..., Private Equity, Mergers & Acquisitions, Insurance, Marketing Strategy, Analysis, Retirement, Portfolio Management, Leadership, Finance, Strategic Financial..., Investments, Estate Planning, Budgets, Financial Analysis, Strategy, Wealth Management..., Forecasting, Business Planning, Alternative Investments, Nonprofits, New Business Development, Entrepreneurship, Investment Management, Business Strategy, Cash Flow, Financial Modeling, Process Improvement, Risk Management, Start-ups, Financial Planners, Market Analysis

Education
The University of Texas at Dallas   2012 — 2014
Master of Business Administration (M.B.A.), Finance, General

Baylor University   1999 — 2004
Bachelor of Science, Forensics

Jennifer Noesen Jennifer Noesen New York, New York Details
Jennifer Noesen's US Trust Experience July 2015 - Present
Job Client Sales and Services at US Trust
Industry Financial Services
Experience
U.S. Trust   July 2015 - Present
Advise Technologies  June 2012 - June 2015
ParkRiver Fund Solutions, LP   June 2011 - August 2011
OneWire Inc.   June 2010 - August 2010
Onewire  June 2009 - August 2009

Skills
PowerPoint, Microsoft Excel, Teamwork, Microsoft Word, Microsoft Office, Research, Customer Service, Project Management, Event Planning, Editing, Excel, Photoshop, Windows, Leadership, Access, Management, Regulatory Compliance, Regulatory Reporting, Hedge Funds, Asset Management, Form PF, AIFMD, sales, Relationship Management, New Business Development, Social Media Marketing, Social Media, Sales

Education
Boston College   2008 — 2012

St. George's School   2004 — 2008

Robert Glew, CFP®, CTFA Robert Glew, CFP®, CTFA Providence, Rhode Island Details
Robert Glew, CFP®, CTFA's US Trust Experience July 2009 - Present
Job Vice President, Philantropic Team Leader at U.S. Trust
Industry Banking
Experience
U.S. Trust   July 2009 - Present
Bank of America  February 2008 - April 2009
Bank of America  February 2007 - February 2009
Banc of America Commercial Leasing   November 2005 - February 2008

Skills
Investment Management, Trust Management, Relationship Management, Certified Trust..., Project Managment, Private Foundations, Institutional...

Education
The University of Connecticut School of Business   2003 — 2005
Master of Business Administration (M.B.A.), Finance/Operation & Information Management

Bryant University   1998 — 2000
Bachelor of Business Administration (B.B.A.), Marketing

Kristina E. Kelly Kristina E. Kelly Greater New York City Area Details
Kristina E. Kelly's US Trust Experience January 1996 - December 2004
Job Estate Planning Attorney at Reese, Hirsch, Schoults & Harrison, LLC
Industry Legal Services
Experience
Reese, Hirsch, Schoults & Harrison, LLC   August 2010 - Present
Whitman Breed Abbott & Morgan LLC  January 2005 - September 2010
U.S. Trust   January 1996 - December 2004
schulte roth & zabel  November 1994 - January 1996
Baker & McKenzie  June 1994 - November 1994

Skills
Estate Tax Planning, Estate Administration, Trust Administration, Trusts, Wills, Estate Planning, Trust, Conservatorships, LLC, Powers of Attorney, Wealth Management, Asset Protection, Elder Law, Gift Tax, Corporate Law, Guardianship, Estate Law, Business Formation, Corporate Governance, Special Needs Trusts, Tax Law, Revocable Trusts, Irrevocable Life..., Legal Research, Legal Writing, Contract Law, Contract Negotiation

Education
Brooklyn Law School   1999 — 2003
JD

Manhattanville College   1990 — 1994
B.A., Philosphy

Emily Bratton Emily Bratton Atlanta, Georgia Details
Emily Bratton's US Trust Experience May 2015 - Present
Job Trust Administrative Officer at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   May 2015 - Present
Campbell University  August 2013 - April 2015
U.S. Trust   June 2014 - August 2014
U.S. Trust   June 2013 - August 2013
Edward Jones  May 2011 - February 2013

Skills
Investments

Education
Campbell University   2010 — 2015
Master of Business Administration (MBA); Bachelor of Business Administration (BBA), Trust and Wealth Management; Minor in Financial Planning

Justin Kramer Justin Kramer Huntington Station, New York Details
Justin Kramer's US Trust Experience July 2015 - Present
Job Analyst at U.S. Trust
Industry Investment Management
Experience
U.S. Trust   July 2015 - Present
Northwestern Mutual  April 2014 - December 2014
Hartfield, Titus & Donelly   May 2013 - August 2013

Skills
Microsoft Word, Access, Outlook, Finance, Customer Service, Time Management, Analysis, Data Analysis, Financial Analysis, PowerPoint, Teamwork, Insurance, Microsoft Excel

Education
SUNY Binghamton   2011 — 2015
Bachelor of Arts (B.A.), Economics

Craig H Allen, CFP®, CTFA Craig H Allen, CFP®, CTFA Greater New York City Area Details
Craig H Allen, CFP®, CTFA's US Trust Experience June 2008 - May 2012
Job Assistant Vice President; Wilmington Trust N. A.
Industry Financial Services
Experience
Wilmington Trust  August 2013 - Present
U.S. Trust Bank of America Private Wealth Management   May 2012 - August 2013
U.S. Trust   June 2008 - May 2012
Bank of America  May 2007 - August 2007

Skills
Wealth Management..., Trust Services, Trust Management, Wealth Management, High Net Worth..., Wealth, Financial Services, Investment Advisory, Private Banking

Education
University of North Carolina at Chapel Hill   2015 — 2017
Master of Business Administration (M.B.A.), Investment Management

Campbell University   2004 — 2008
BBA, Major: Trust and Investment Management, Minor: Financial Planning, 3.9

Scott Smeltzer, CFP®, CIMA® Scott Smeltzer, CFP®, CIMA® Greater Los Angeles Area Details
Scott Smeltzer, CFP®, CIMA®'s US Trust Experience February 2013 - May 2014
Job at
Industry Financial Services
Experience
Merrill Lynch  March 2014 - Present
U.S. Trust   February 2013 - May 2014
Merrill Lynch  February 2011 - February 2013

Skills
Series 7, Series 66, Certified Financial..., Portfolio Management, Wealth Management, Financial Analysis

Education
DeVry University's Keller Graduate School of Management-California   2011 — 2014
Master of Business Administration (MBA), Finance, General

California State University-Fullerton   2007 — 2011
Business Administration, Finance

Brandt Nance, CTFA Brandt Nance, CTFA Raleigh, North Carolina Details
Brandt Nance, CTFA's US Trust Experience July 2005 - April 2009
Job Fiduciary Officer at First Citizens Private Wealth
Industry Banking
Experience
First Citizens Bank  March 2010 - Present
Wells Fargo  June 2009 - March 2010
U.S. Trust   July 2005 - April 2009
U.S. Trust   July 2004 - July 2005

Skills
Wealth Management, Relationship Management, Fiduciary Management, Estate Planning, Trust Management, Private Banking, Investments, Portfolio Management, Risk Management, Asset Management, Banking, Strategic Financial..., Wealth Management..., Retirement Planning, High Net Worth..., Financial Advisory, Trusts, Wealth

Education
Campbell University   1998 — 2003
Bachelor of Business Administration (B.B.A.), Trust and Investment Management

Campbell University   1998 — 2003
Master of Business Administration (M.B.A.), Business Administration and Management, General

Riaz Dhanani Riaz Dhanani Dallas/Fort Worth Area Details
Riaz Dhanani's US Trust Experience July 2013 - February 2015
Job Corporate Counsel at GM Financial
Industry Law Practice
Experience
GM Financial  March 2015 - Present
U.S. Trust   July 2013 - February 2015
Modjarrad & Abusaad, Law Firm   July 2011 - August 2011
Hon. Judge Ken Tapscott - Dallas County Court   May 2011 - July 2011
NBC Universal  January 2006 - May 2006

Skills
Corporate Governance, Securities Regulation, SEC Filings, SEC Regulations, SEC Financial Reporting, General Corporate..., Regulatory Compliance, Legal Research, Mediation, Criminal Law, Trials, Journalism, Leadership, Legal Documents, Legal Advice, Television, Litigation, Corporate Law, Legal Writing, Public Speaking, Management, Research, Contract Law

Education
Texas Tech University School of Law   2009 — 2012
J.D.

Texas Tech University - Rawls College of Business   2010 — 2012
MBA, Finance

Baylor University   2003 — 2006
B.A., Journalism

Valleri Patel Valleri Patel Greater Los Angeles Area Details
Valleri Patel's US Trust Experience September 2001 - April 2004
Job Accounting Technician I
Industry Government Administration
Experience
Experian  September 2010 - December 2010
Vineyard Bank  October 2006 - August 2009
Argent Mortgage Co.  August 2005 - October 2006
U.S. Trust   September 2001 - April 2004
Burson-Marsteller  September 2000 - September 2001

Education
California State University-Fullerton   1996 — 2000
Finance, Business

California State University-Fullerton, Mihaylo College of Business and Economics   1995 — 2000
B.A., Finance

Warren High School

Sarah McDuffie Dart, CTFA Sarah McDuffie Dart, CTFA Charleston, South Carolina Details
Sarah McDuffie Dart, CTFA's US Trust Experience August 2011 - Present
Job Senior Vice President, Senior Trust Officer at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   August 2011 - Present
The Commerce Trust Company  April 2005 - August 2011
Bank of America  June 2003 - April 2005
BB&T  January 2003 - June 2003

Skills
Wealth Management, Estate Planning, Wealth Management..., Asset Allocation, Retirement Planning, Portfolio Management, Trust Services, Investment Advisory, Investment Management, Private Banking, High Net Worth..., Investment Strategies, Trust Management, Wealth, Mutual Funds, Banking, Investments

Education
Campbell University   1998 — 2002
BBA, Trust and Investment Management

Meaghan Flynn Meaghan Flynn Greater Boston Area Details
Meaghan Flynn's US Trust Experience June 2012 - June 2013
Job Equity Trader
Industry Financial Services
Experience
Columbia Threadneedle Investments EMEA APAC   June 2013 - Present
U.S. Trust   June 2012 - June 2013
MFS Investment Management  May 2011 - August 2011

Education
Boston College   2008 — 2012
B.S. in Management, Finance and Marketing

American University of Rome   2011 — 2011
Finance and Marketing

Reading Memorial High School   2004 — 2008

Ashley Guillemin Ashley Guillemin Greater Atlanta Area Details
Ashley Guillemin's US Trust Experience March 2014 - Present
Job Assistant Vice President, Trust Relationship Officer at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   March 2014 - Present
Wells Fargo  May 2011 - March 2014
U.S. Trust   June 2010 - August 2010
U.S. Trust   June 2009 - August 2009

Skills
Wealth Management, Teamwork, Accounting, Investments, Retirement Planning, Management

Education
Campbell University   2006 — 2011
Master of Business Administration, Finance

Campbell University   2006 — 2011
BBA, Trust & Wealth Management

Will Stott, AFIM Will Stott, AFIM Houston, Texas Details
Will Stott, AFIM's US Trust Experience August 2015 - Present
Job Trust Officer, AVP at U.S. Trust
Industry Banking
Experience
U.S. Trust   August 2015 - Present
North Carolina Office of the Commissioner of Banks; Texas Department of Banking   March 2013 - August 2015
First National Bank of Shelby NC  September 2012 - March 2013
Verizon Wireless  August 2004 - May 2010

Skills
Trust Services, Fiduciary, Trust Officer, Compliance, Financial Analysis, Wealth Management, Data Analysis, Teamwork, Financial Reporting, Financial Audits, Legal Compliance, Banking, Investment Management, Investment Strategies, Investments, Modern Portfolio Theory, Regulatory Analysis, Sales Presentations, Salesforce.com, Sales, Sales Process, Customer Satisfaction, Sales Management, Forecasting, Selling, SaaS, Team Leadership, Microsoft Office, Customer Service, Leadership, Strategic Partnerships, Building Relationships, Selling Skills, Business Development, PowerPoint development

Education
Cannon Financial   2013 — 2014
Investment Management

Campbell University   2009 — 2010
Master, Trust and Wealth Management

University of Tennessee-Knoxville   1998 — 2002
BA, Economics

Caitlin Daly Caitlin Daly Greater Boston Area Details
Caitlin Daly's US Trust Experience January 2015 - May 2015
Job Business Analyst at Cognizant Business Consulting
Industry Financial Services
Experience
Cognizant  August 2015 - Present
U.S. Trust   January 2015 - May 2015
LK Shields   June 2014 - August 2014
Philmont Country Club  May 2009 - September 2012
William Penn Charter School  May 2010 - May 2011

Skills
Microsoft Office, PowerPoint, Social Media, Microsoft Word, Microsoft Excel, Leadership, Written & Oral...

Education
Boston University   2011 — 2015
Bachelor of Science (BS), Economics

William Penn Charter School   2007 — 2011

Kristin Rice Kristin Rice Pinehurst, North Carolina Details
Kristin Rice's US Trust Experience June 2008 - July 2009
Job NCCOB Financial Examiner Trust Examiner at North Carolina Department of Commerce
Industry Law Practice
Experience
North Carolina Department of Commerce  November 2014 - Present
Morton Law, PLLC (A successor of Carolina Law Partners)   September 2013 - November 2014
Carolina Law Partners (Harvey and Morton, PA)   September 2012 - August 2013
Elon University  July 2011 - May 2012
Ivey McClellan Gatton & Talcott, LLP   March 2011 - May 2012
Legal Aid of North Carolina  May 2010 - August 2010
U.S. Trust   June 2008 - July 2009
Campbell University  July 2007 - May 2008
Bank of America  May 2006 - July 2006

Skills
Estate Planning, Legal Research, Legal Writing, Bankruptcy, Lexis, Westlaw, Microsoft Office, Research, Estate Administration, Courts, Trust Management, Tax Law, Microsoft Excel, Elder Law, Microsoft Word, PowerPoint, Tax Preparation, Trust Administration, Chapter 13 Bankruptcy, Chapter 7 & 13, Chapter 7, Debtor/creditor Law, Offers in Compromise, Legal Compliance, Regulatory Compliance, Personal Trust..., Trust Services, Trust, Special Needs Trusts, Public Speaking

Education
Elon University   2009 — 2012
Juris Doctor (J.D.), Law, Business Concentration, General Practice Concentration

Campbell University   2006 — 2008
MBA, Finance, Summa Cum Laude

Campbell University   2003 — 2008
BBA, Trust and Wealth Management, Magna Cum Laude

Jordan Reaves Jordan Reaves Boston, Massachusetts Details
Jordan Reaves's US Trust Experience July 2014 - Present
Job Trust Administrative Officer II at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   July 2014 - Present
Harnett Area Volleyball Club   January 2014 - May 2014
Campbell University  August 2013 - May 2014
U.S. Trust   June 2013 - August 2013
U.S. Trust   June 2012 - August 2012

Education
Campbell University   2012 — 2014
Master's Degree, Business Administration, 3.5

Campbell University   2009 — 2014
Bachelor's Degree, Trust and Wealth Management, 3.5

Andrew Dana Andrew Dana Boston, Massachusetts Details
Andrew Dana's US Trust Experience July 2013 - Present
Job Institutional Portfolio Strategist at Bank of America
Industry Financial Services
Experience
U.S. Trust   July 2013 - Present
BNY Mellon  September 2008 - July 2013
UBS  May 2004 - August 2008

Skills
Portfolio Management, Mutual Funds, Alternative Investments, Wealth Management, Asset Allocation, Fundraising, Asset Management, Investments, Equities, Bloomberg

Education
Providence College   2004 — 2008
Political Science, Finance, International Finance, Economics, and Relations

Beijing Language and Culture University   2007 — 2007
Mandarin

Richmond, The American International University in London   2006 — 2006
Business & Politics in the European Union

Proctor Academy

Rose Ellen Diffley Rose Ellen Diffley Greater New York City Area Details
Rose Ellen Diffley's US Trust Experience August 2013 - Present
Job PMA at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   August 2013 - Present
Kramer Levin Naftalis & Frankel LLP  June 2011 - August 2012
Bridge Street Gifts   June 2009 - August 2010

Skills
Research, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Organization, Teamwork, Analysis, Team Leadership, Adobe Acrobat

Education
Boston College   2009 — 2013
Bachelor of Arts (BA), Economics, International Studies (Development Studies)

University College Dublin   2012 — 2012
N/A, Economics, International Studies

Kenneth Ferrell Kenneth Ferrell Charlotte, North Carolina Details
Kenneth Ferrell's US Trust Experience June 2014 - August 2014
Job Compliance/ Risk Management
Industry Financial Services
Experience
Wells Fargo  June 2015 - Present
U.S. Trust   June 2014 - August 2014
BB&T  June 2013 - August 2013
Bullard Furniture   May 2012 - August 2012

Skills
Investments, Wealth Management, Accounting, Financial Services, Teamwork, Time Management

Education
Campbell University   2013 — 2015
Master of Business Administration (MBA)

Campbell University   2010 — 2015
BBA in Trust & Wealth Management Pre-Law

Andrew Petrin Andrew Petrin Greater Boston Area Details
Andrew Petrin's US Trust Experience August 2013 - Present
Job Portfolio Manager Associate at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   August 2013 - Present
Fidelity Investments  April 2011 - July 2013
State Street  March 2010 - April 2011
State Street  June 2008 - August 2008
State Street Global Advisors  June 2007 - August 2007
Lehman Brothers  January 2007 - May 2007

Skills
Bloomberg, Analysis, FactSet, Attention To Detail, Asset Allocation, Effective Communication

Education
CFA Program

Bentley University   2006 — 2010
Bachelor of Science, Economics Finance

Jasveen Kohli Jasveen Kohli New York, New York Details
Jasveen Kohli's US Trust Experience February 2013 - Present
Job Client Sales & Service Officer II at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   February 2013 - Present
Morgan Stanley Smith Barney  2011 - 2012
Bollywood Performing Arts   February 2010 - March 2011

Skills
Proficient in MS Word,..., Goal-oriented..., Multi Tasking, Highly detail oriented, Analytical Skills, Organization &..., Time Management, Interpersonal..., Relationship Management

Education
Baruch College   2010 — 2012
Bachelor of Business Administration (BBA), Finance and Investments

Hofstra University   2008 — 2010

Stephen Kelleher Stephen Kelleher Greater Boston Area Details
Stephen Kelleher's US Trust Experience 2007 - 2013
Job Senior Director, BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management  May 2015 - Present
U.S. Bank   2013 - May 2015
U.S. Trust   2007 - 2013
Citi  2004 - 2007
Credit Suisse  1998 - 2004
Arthur Andersen & Co.   1993 - 1996

Skills
Investment Management, Wealth Management, Private Banking, Trust Services, High Net Worth..., Finance, Investments, Banking, Private Equity, Strategy, Credit, Hedge Funds, Portfolio Management, Investment Advisory, Asset Allocation, Alternative Investments, Asset Management, Mutual Funds

Education
Yale University - Yale School of Management   1997 — 1999
MBA, Finance

Boston College   1989 — 1993
BS, Accounting

St. John's High School   1985 — 1989
Shrewsbury, MA

Christina Carmon Christina Carmon Dallas, Texas Details
Christina Carmon's US Trust Experience May 2015 - Present
Job Assistant Vice President, Trust Administrative Officer II at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   May 2015 - Present
U.S. Trust   May 2013 - May 2015
Chili's  November 2007 - May 2013
Southern Bank and Trust Co.  May 2012 - July 2012
U.S. Trust   May 2011 - August 2011

Education
Campbell University   2012 — 2013
Master's Degree, Business Administration

Campbell University   2008 — 2012
Bachelor's Degree, Trust and Wealth Management

Joshua Mogy Joshua Mogy Greater New York City Area Details
Joshua Mogy's US Trust Experience February 2005 - July 2006
Job
Industry Financial Services
Experience
Wealth and Investment Management at Barclays  October 2011 - September 2012
Croesus Investments, LLP   May 2009 - September 2010
RC Capital Advisors   January 2009 - May 2009
TIAA-CREF  July 2006 - August 2008
U.S. Trust   February 2005 - July 2006
AIG Global Investment Group  June 2003 - February 2005
Citi  2001 - 2003

Skills
Financial Modeling, Strategy, Risk Management, Equities, Financial Services, Recruiting, Leadership, Mergers, Business Strategy, Valuation, Analysis, Deferred Compensation, Financial Risk, Global Compensation, HR Consulting, Compensation Structures, Thought Leadership, Compensation Strategies, Change Management, Sales Compensation..., Project Management, Consulting, Team Leadership, Operational Risk, Fixed Income, Private Equity, Human Resources, Talent Management, Team Management

Education
Brandeis University, Lemberg - International Business School   2008 — 2010
MBA

ESSEC Business School   2009 — 2009
MBA

New York University   2001 — 2003
M.A.

University of California, Los Angeles   1994 — 1999
B.S.

Wendy (Baumgarten) Burton Wendy (Baumgarten) Burton Portland, Oregon Area Details
Wendy (Baumgarten) Burton's US Trust Experience January 2002 - March 2007
Job Marketing Professional
Industry Marketing and Advertising
Experience
Wells Fargo Wealth Management Group  March 2007 - December 2007
U.S. Trust   January 2002 - March 2007
Young & Roehr Group  August 1998 - May 2001
Admarketing   June 1996 - June 1997
Ogilvy & Mather - Los Angeles   July 1994 - June 1996

Education
University of Phoenix   2001 — 2003
MBA

Brigham Young University   1986 — 1991
BA

Pamela Graf Pamela Graf Greater New York City Area Details
Pamela Graf's US Trust Experience April 2003 - January 2006
Job Premier Support M&A Analyst Business Operations at Oracle
Industry Financial Services
Experience
Oracle  June 2013 - Present
Oracle Corporation  June 2010 - June 2013
Oracle Corporation  July 2007 - June 2010
Hyperion Solutions  January 2006 - July 2007
U.S. Trust   April 2003 - January 2006
Citigroup Asset Management  March 2000 - April 2003
Mitchell Hutchins Asset Management of PaineWebber   March 1998 - March 2000
J&W Seligman  July 1996 - March 1998

Education
Binghamton University - School of Management   1992 — 1996
Bachelor of Science (BS), Accounting

Christopher S. Guardino Christopher S. Guardino Greater New York City Area Details
Christopher S. Guardino's US Trust Experience September 2004 - July 2011
Job Vice President at Wilmington Trust
Industry Banking
Experience
Wilmington Trust  December 2014 - Present
J.P. Morgan   July 2011 - December 2014
U.S. Trust   September 2004 - July 2011
Counsel to the Public Administrator of Kings County   September 2001 - September 2004

Education
Brooklyn Law School   1998 — 2001

State University of New York College at Oswego   1993 — 1997
B.A., History

Chris Tallman Chris Tallman San Francisco Bay Area Details
Chris Tallman's US Trust Experience 2006 - Present
Job Vice President at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   2006 - Present
Morgan Stanley Investment Management  February 2000 - December 2005

Education
Boston University Questrom School of Business   1999 — 2001
MBA, Finance

University of Oregon   1992 — 1996
BS, Political Science and Business

Atticus Fallon, CAIA Atticus Fallon, CAIA Greater New York City Area Details
Atticus Fallon, CAIA's US Trust Experience 2005 - 2007
Job Executive Director at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management  May 2013 - Present
UBS Global Asset Management  March 2007 - April 2013
U.S. Trust   2005 - 2007
John Hancock  1999 - 2005

Skills
Hedge Funds, Asset Allocation, Asset Managment, Mutual Funds, Alternative Investments

Education
Boston University - School of Management   2002 — 2004
MBA, Investments

University of Vermont   1994 — 1998
BS, Business

Richard Limekiller Richard Limekiller Greater New York City Area Details
Richard Limekiller's US Trust Experience February 1993 - April 2012
Job Portfolio Manager at City National Rochdale
Industry Financial Services
Experience
City National Rochdale  April 2012 - Present
U.S. Trust   February 1993 - April 2012

Skills
Asset Allocation, Wealth Management, Portfolio Management, Alternative Investments, Asset Management, Investment Management, Hedge Funds, Investments, Investment Strategies, Investment Advisory, Mutual Funds, Series 7, Wealth Management..., Series 63, High Net Worth..., Retirement Planning, Relationship Management, Financial Advisory, Finance, Asset Managment, Fixed Income, Securities, Bloomberg, Bonds, Equity Research, Capital Markets

Education
Boston University Questrom School of Business   1988 — 1992
BSBA, Finance

Liz Calderon-Munson Liz Calderon-Munson Greater Boston Area Details
Liz Calderon-Munson's US Trust Experience August 2015 - Present
Job AVP, Client Service & Sales Officer at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   August 2015 - Present
U.S. Trust   August 2013 - Present
Bank of America  March 2007 - Present
Bank of America  May 2006 - February 2007
Bank of America  May 2002 - May 2006

Skills
Banking, Risk Management, Financial Services, Customer Service, Training, Microsoft Office, Research, Team Building, Management, Coaching, Loans, Leadership, Sales, Analysis, Consumer Lending, Retail Banking, Cross Selling, Relationship Management, Credit, Portfolio Management

Education
Boston University   2002 — 2006
B.A., History

Boston Latin School   1998 — 2002
High School, College Preparatory

Patrick Mullins, CFP® Patrick Mullins, CFP® Greater Boston Area Details
Patrick Mullins, CFP®'s US Trust Experience May 2013 - Present
Job SVP, Sr. Product Manager at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   May 2013 - Present
Merrill Lynch  January 2011 - May 2013
Merrill Lynch  January 2010 - December 2010
Bank of America  December 2006 - December 2009
Citizens Bank  2002 - 2006
Fidelity Investments  November 1996 - December 2001
1784 investor services   1994 - 1996
First Data Corporation  1990 - 1994

Skills
Series 7, Financial Advisory, Mutual Funds, Wealth Management, Portfolio Management, Securities, Asset Allocation, Strategic Financial..., Investment Advisory, Asset Managment, Investment Strategies, 401k, Investments, Retirement, Series 63, Retirement Planning, Relationship Management, Series 24, Fixed Annuities, Insurance, Investment Management, Financial Services, Asset Management

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1990 — 1993
MBA, Business Adminstration

Suffolk University - Sawyer School of Management   1985 — 1990
Bachelor of Science, Business Administration and Management, General

Alan Remedios Alan Remedios Greater Los Angeles Area Details
Alan Remedios's US Trust Experience 1994 - 1999
Job Managing Director at First Republic Investment Management
Industry Financial Services
Experience
First Republic Bank  August 2010 - Present
First Foundation Advisors  December 2009 - July 2010
City National Bank  1999 - 2009
U.S. Trust   1994 - 1999

Education
California State Polytechnic University-Pomona   1983 — 1987
Bachelor of Science, Finance

Scott Reeves Scott Reeves United States Details
Scott Reeves's US Trust Experience July 2010 - Present
Job Investment Solutions Analyst
Industry Financial Services
Experience
U.S. Trust   July 2010 - Present
Flotech LLC   June 2007 - December 2009
Coburn & Meredith, Inc   September 2008 - December 2008

Skills
Equity Valuation, Valuation, Investments, Mutual Funds, Morningstar, Bloomberg Terminal, Financial Modeling, Thompson One, Financial Analysis, Corporate Finance, Hedge Funds, Fixed Income, Wealth Management

Education
McCallum Graduate School of Business   2009 — 2010
Masters of Science, Finance

Bentley University   2005 — 2009
Bachelor of Science, Economics-Finance

Copenhagen Business School   2007 — 2007
Semester Exchange

Jeff Nelson, CFA Jeff Nelson, CFA Greater New York City Area Details
Jeff Nelson, CFA's US Trust Experience 2003 - 2007
Job Partner, Institutional Investor Relations at Kopernik Global Investors, LLC
Industry Investment Management
Experience
Kopernik Global Investors, LLC   April 2014 - Present
Marathon Asset Management  January 2013 - February 2014
TCW Group  November 2007 - January 2013
U.S. Trust   2003 - 2007
Times Square Capital Mgt. (TSCM/CIGNA)   April 2000 - December 2003
Scudder Investments  July 1998 - March 2000
Fidelity Investments  1993 - 1996
Fidelity Investments  1991 - 1996

Skills
Investments, Alternative Investments, New Business Development, Hedge Funds, Asset Management, Fixed Income, Equities, Series 7, Portfolio Management, Mutual Funds, Investment Strategies, Investment Management, Asset Allocation, Capital Markets, Series 63, Private Equity, Investment Advisory, Asset Managment, Valuation, Wealth Management, ETFs, Bloomberg, Equity Research, Securities, Financial Services, Financial Modeling, Separately Managed...

Education
Georgetown University - The McDonough School of Business   1996 — 1998
MBA, Finance

Boston College   1987 — 1991
B.S., Economics/Finance (Double-major)

Anthony Panetta Anthony Panetta Greater Boston Area Details
Anthony Panetta's US Trust Experience November 2006 - May 2008
Job Officer, SR Ops Analyst at Bank of America
Industry Financial Services
Experience
Bank of America  May 2008 - Present
U.S. Trust   November 2006 - May 2008
State Street  January 2006 - November 2006

Education
Bridgewater State University   2001 — 2005
Bachelor’s Degree, Accounting and Finance

Don Weiher Don Weiher Miami/Fort Lauderdale Area Details
Don Weiher's US Trust Experience October 2014 - Present
Job Vice President U.S. Trust
Industry Banking
Experience
U.S. Trust   October 2014 - Present
Bank of America  October 2011 - October 2014
Greater Fort Lauderdale Chamber of Commerce  September 2013 - May 2014
Greater Fort Lauderdale Chamber of Commerce  May 2012 - February 2014
Bank of America  December 2009 - October 2011
Peak Property Group LLC   September 2008 - September 2009
Vector Marketing  May 2006 - January 2008

Skills
Credit, Loans, Mortgage Lending, Commercial Lending, Sales, Treasury Management, Marketing Strategy, Small Business, Microsoft Excel, Payroll, Merchant Services, Banking, Commercial Banking, Credit Analysis, Small Business Lending, Retail Banking, Cash Flow, Consumer Lending, Cross Selling, Loan Origination, Lines Of Credit, Mortgage Banking, Cold Calling, Credit Risk, Financial Analysis, Risk Management, Deposits, Finance, Relationship Management, Refinance, Customer Service, Real Estate, Microsoft Office, PowerPoint, Outlook, Business Analysis, Microsoft Word, Business Development, Portfolio Management, SBA, Cash Management, Commercial Mortgages, Treasury Services, Cash Flow Lending, Commercial Real Estate, Branch Banking, Credit Cards, Real Estate Financing, Due Diligence, Investments

Education
The Ohio State University - The Max M. Fisher College of Business   2007 — 2009
Bachelor, Real Estate & Urban Development; Finance

Bowling Green State University   2005 — 2007
None, Real Estate & Urban Analysis/Business

Patricia Flynn Patricia Flynn Greater Boston Area Details
Patricia Flynn's US Trust Experience 1998 - 2000
Job Trustee Professor of Economics & Management at Bentley University
Industry Education Management
Experience
Bentley University  2002 - Present
Columbia Funds  2010 - Present
American Express Funds/RiverSource Funds   2004 - 2010
BostonFed Bancorp, Boston Federal Savings Bank, Broadway National bank   2000 - 2005
Bentley University  1992 - 2002
U.S. Trust   1998 - 2000
The Federal Savings bank  1994 - 1998

Skills
Research, Higher Education, Strategic Planning, Corporate Governance, Management, Business Strategy, Teaching, Public Speaking, Leadership, Leadership Development

Education
Boston University
PhD, Economics

Boston University
Master of Arts (M.A.), Economics

Emmanuel College
Bachelor of Arts (B.A.), Economics

Euro Med Management, Marseille, France
Global Business EthicsSymposium and Faculty Development Program

National Association of Corporate Directors
Certificate of Director Education

Harvard University
MLE Professional Development Program, Leading Transformation and Change

Bob zwirz Bob zwirz Greater New York City Area Details
Bob zwirz's US Trust Experience 1986 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
U.S. Trust   1986 - 2008

Education
Baruch College, City University of New York (CUNY)   1968 — 1971
BBA, Accounting

Pace University - Lubin School of Business
MBA, Financial Management

Benjamin Kriss Benjamin Kriss Greater New York City Area Details
Benjamin Kriss's US Trust Experience March 2012 - Present
Job Portfolio Manager at U.S. Trust
Industry Investment Management
Experience
U.S. Trust   March 2012 - Present
Bank of America  August 2011 - March 2012
Bank of America  April 2010 - August 2011
Book of Odds Enterprises, Inc.   January 2008 - April 2010
Book of Odds Enterprises, Inc.   January 2008 - May 2009
Beth Israel Deaconess Medical Center  May 2007 - January 2008

Skills
Management, Portfolio Management, Financial Modeling, Investments, Fixed Income, Financial Analysis, Leadership, Marketing, Strategy, Research

Education
Boston University   2005 — 2009
Bachelor of Science, Human Physiology, Business Administration

King Low-Heywood Thomas School   1999 — 2005

Loraine Tsavaris Loraine Tsavaris Greater New York City Area Details
Loraine Tsavaris's US Trust Experience 1970 - 2007
Job Managing Director at Rockefeller & Company
Industry Financial Services
Experience
Rockefeller & Company   Managing DirectorU.S. Trust Company, N.A.1970 - 2007
U.S. Trust   1970 - 2007

Education
Brooklyn Law School   1985 — 1989
J.D.

Christina Raulli-Hathaway Christina Raulli-Hathaway Greater New York City Area Details
Christina Raulli-Hathaway's US Trust Experience October 1996 - April 2003
Job ‎Education Consultant / Learning Specialist (Former International Trader)
Industry Education Management
Experience
Sea Girt Elementary School   March 2013 - June 2014
U.S. Trust   October 1996 - April 2003
Federated Investors  August 1995 - October 1996
OppenheimerFunds  October 1990 - August 1995
Shephards Brokerage Firm   September 1989 - December 1989

Skills
Customer Service, Strategic Planning, Event Planning, Public Speaking, Microsoft Office, Curriculum Development, Teaching, Equity Trading, Marketing, Investments, Nonprofits, Event Management, Marketing Strategy, Public Relations, Sales

Education
Monmouth University   2006 — 2008
Master of Arts in Teaching, 3.90

Boston University   1995 — 1995
London School

Sean Siana Sean Siana Hartford, Connecticut Area Details
Sean Siana's US Trust Experience June 2012 - December 2014
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  December 2014 - Present
U.S. Trust   June 2012 - December 2014
Bank of America  September 2009 - June 2012

Skills
Trust Services, Lines Of Credit, Mortgage Lending, Mortgage Banking, Fixed Income, Equities, Private Equity, WealthEngine, Wealth Management, Manage Client..., Private Banking, Wealth, Wealth Management..., Financial Services, High Net Worth..., Relationship Management, Credit, Loans, Asset Management, AML, KYC, Investments, Estate Planning, Financial Planning, Finance, Financial Analysis, Portfolio Management

Education
Florida Institute of Technology   2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General, 3.8

Bryant University   2004 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General

Paul Proscia, CFA, CIPM Paul Proscia, CFA, CIPM Greater Boston Area Details
Paul Proscia, CFA, CIPM's US Trust Experience July 2012 - Present
Job Portfolio Manager Associate at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   July 2012 - Present
Bank of America  May 2006 - July 2012
Citigroup  April 2003 - May 2006
State Street Research  January 2001 - November 2002
State Street Research  March 1999 - December 2000

Skills
Investments, Alternative Investments, Securities, Hedge Funds, Asset Managment, Mutual Funds, Financial Analysis, Portfolio Management, Equities, Financial Modeling, Wealth Management, Fixed Income, Strategic Financial..., Banking

Education
Boston College   1990 — 1994
B.S., Marketing

Julie Cameron, CFP®, CTFA Julie Cameron, CFP®, CTFA Boston, Massachusetts Details
Julie Cameron, CFP®, CTFA's US Trust Experience September 2015 - Present
Job VP, Senior Trust Officer at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   September 2015 - Present
U.S. Trust   April 2013 - Present
US Trust   November 2009 - April 2013
U.S. Trust   June 2008 - August 2008
U.S. Trust   May 2007 - August 2007

Skills
Wealth Management, Analysis, Financial Analysis, Strategic Financial..., Asset Management

Education
Campbell University   2004 — 2009
BBA/ MBA, Trust and Wealth Management

TJ Delcourt TJ Delcourt Charlotte, North Carolina Area Details
TJ Delcourt's US Trust Experience February 2015 - Present
Job Client Management Executive at US Trust
Industry Financial Services
Experience
U.S. Trust   February 2015 - Present
U.S. Trust   November 2009 - February 2015
US Trust   October 2007 - November 2009
Bank of America  September 2005 - October 2007

Education
Belmont Abbey College   1993 — 1997
Bachelor of Arts (BA), Business Administration and Management, General

Krista Root Krista Root Naples, Florida Details
Krista Root's US Trust Experience September 1997 - January 1999
Job Legal Assistant at Hahn Loeser & Parks LLP
Industry Legal Services
Experience
Hahn Loeser & Parks LLP  March 2013 - Present
Source Interlink  July 2010 - March 2013
U.S. Trust   September 1997 - January 1999
UBS Wealth Management  July 1996 - August 1997
Calvin Klein Cosemtics   April 1994 - July 1996
Levi Strauss & Co.   May 1991 - April 1994

Skills
Microsoft Word, Sales, PowerPoint, Customer Service, Microsoft Office, Marketing, Estate Planning

Education
California Polytechnic State University-San Luis Obispo   1987 — 1991
Bachelor's Degree, Liberal Arts and Sciences Concentration in Management, minor in Psychology

Greg Clower Greg Clower Greater Philadelphia Area Details
Greg Clower's US Trust Experience 2013 - Present
Job Senior Vice President; Private Client Advisor
Industry Investment Management
Experience
U.S. Trust   2013 - Present
Credit Suisse  2008 - 2012
Lehman Brothers  August 2006 - November 2008

Skills
Capital Markets, Credit, Credit Risk, Private Banking, Fixed Income, Credit Analysis, Financial Markets, Wealth Management, Loans

Education
Villanova University   1990 — 1995
MBA, Business

Boston College   1977 — 1981
B.S., Marketing

Don Shin Don Shin San Francisco Bay Area Details
Don Shin's US Trust Experience August 2015 - Present
Job Private Wealth Management
Industry Banking
Experience
U.S. Trust   August 2015 - Present
Citi  September 2011 - Present
Eye Level Learning  August 2009 - August 2011
Chase  March 2009 - July 2009
Citi  September 2004 - March 2009
Northwestern Mutual  June 2003 - June 2004
KYOBO Life Insurance   February 2001 - December 2002
Republic of Korea Army  October 1998 - December 2000

Skills
Return on Investment..., Institutional..., DCF Valuation, Sales Management, Exceptional People..., Talent Management, Retail Banking, Life Insurance, Small Business Lending, Consumer Lending, Marketing for Small..., Banking, Customer Service, Sales, Strategic Planning, Business Strategy, Credit Cards, Finance, Analysis, Management, Financial Services, Leadership, Credit, Loans, Investments, Commercial Banking, Financial Planning

Education
Northeastern University   1996 — 1998
Master of Business Administration (MBA), Business Administration and Management, General

Boston University   1993 — 1996
Bachelor of Science (B.S.), Hospitality Administration/Management

Susan Ritval Susan Ritval Greater Boston Area Details
Susan Ritval's US Trust Experience November 2003 - June 2007
Job Strategic Marketing Consulting Professional
Industry Marketing and Advertising
Experience
various financial services and other organization types   April 2010 - Present
U.S. Trust, Bank of America Private Wealth Management   July 2007 - August 2010
U.S. Trust   November 2003 - June 2007
State Street Bank - SSgA   April 2001 - October 2003
State Street Research & Management  October 1997 - March 2001
Freedom Capital Management  November 1996 - October 1997
Painewebber  1993 - 1994

Skills
Marketing Strategy, Financial Services, Marketing, Asset Management, Project Management, Wealth Management, Management, Strategic Planning, Portfolio Management, Marketing Communications

Education
Boston University   1989 — 1993
BS, Communications/Marketing/Psychology

Christine O'Donnell Christine O'Donnell Greater New York City Area Details
Christine O'Donnell's US Trust Experience June 2012 - Present
Job Senior Philanthropic Relationship Manager at U.S. Trust
Industry Philanthropy
Experience
U.S. Trust   June 2012 - Present
U.S. Trust   2008 - 2012
U.S. Trust   2004 - 2008

Education
Benjamin N. Cardozo School of Law, Yeshiva University   1994 — 1997
Doctor of Law (J.D.)

The College of New Jersey   1990 — 1994
Bachelor of Arts (B.A.)

Michelle Lantz Michelle Lantz Greensboro/Winston-Salem, North Carolina Area Details
Michelle Lantz's US Trust Experience September 2001 - January 2003
Job A/P Specialist / Staff Accountant at Smith Moore Leatherwood LLP
Industry Accounting
Experience
Smith Moore Leatherwood LLP  February 2014 - Present
Accountemps  August 2013 - February 2014
Wayne Duckworth, CPA, P.A.   December 2007 - July 2013
Donald Button, CPA, PLLC   January 2003 - December 2007
U.S. Trust   September 2001 - January 2003

Skills
Accounting, Financial Reporting, QuickBooks, Financial Accounting, Account Reconciliation, General Ledger, Accounts Payable, Financial Analysis, Accounts Receivable, Financial Statements, Fixed Assets, Journal Entries, Bank Reconciliation, Payroll Taxes, Sales Tax, Depreciation, Expenses, Balance Sheet, Microsoft Excel, Microsoft Word, Income Statement

Education
Bob Jones University   1988 — 1992
B.S., Business

Michael Usinger, CFA Michael Usinger, CFA Greater New York City Area Details
Michael Usinger, CFA's US Trust Experience May 2012 - Present
Job Small and Mid Cap Equity Analyst
Industry Financial Services
Experience
U.S. Trust   May 2012 - Present
U.S. Trust   May 2009 - May 2012
Bank of America  June 2006 - May 2009

Education
Boston College - Carroll School of Management   2002 — 2006
BS, Honors Program, Finance, Accounting

Mark Paluzzi Mark Paluzzi Greater Boston Area Details
Mark Paluzzi's US Trust Experience February 2009 - April 2013
Job Senior Vice President, Senior Trust Officer
Industry Financial Services
Experience
Citizens Financial Group, Inc.   2014 - Present
US Trust   February 2009 - April 2013
U.S. Trust   November 2004 - February 2009
Bank of America  December 1997 - November 2004
Bank of Boston  October 1995 - April 1997
Bank of Boston  January 1992 - October 1995

Skills
Wealth Management, Estate Planning, Private Wealth..., Retirement Planning, High Net Worth..., Financial Planning, Strategic Financial..., Wealth Management..., Team Leadership, Strategic Planning, Volunteering, Trusts, Series 7, Asset Allocation, Asset Management, Investment Strategies, Investment Management, Mentoring, Alternative Investments, Risk Management, Investments, Portfolio Management, Mutual Funds, Wealth, Investment Advisory, Securities, Hedge Funds, Financial Planners, Private Banking, Financial Advisory, Trust Services, Retirement, Financial Services, Fixed Income

Education
Bentley University   1992 — 1998
MBA with Honors, Taxation

ABA National Trust and National Graduate Trust School   1997 — 1997

Salem State University   1981 — 1986
Bachelor's Degree, Marketing, Accounting

Pat Ostrander Pat Ostrander Greater New York City Area Details
Pat Ostrander's US Trust Experience October 2008 - June 2011
Job Vice President at U.S. Trust
Industry Philanthropy
Experience
U.S. Trust, Bank of America Private Wealth Management   April 2015 - Present
The New York Women's Foundation  January 2014 - April 2015
U.S. Trust, Bank of America Private Wealth Management   August 2013 - March 2015
U.S. Trust, Bank of America Private Wealth Management   July 2011 - July 2013
U.S. Trust   October 2008 - June 2011
U.S. Trust   November 2007 - September 2008
U.S. Trust   April 2006 - October 2007
U.S. Trust   July 2004 - March 2006
Jacob and Valeria Langeloth Foundation   2000 - 2004

Skills
Philanthropy, Grants Management, Microedge GIFTS, Nonprofits, Grants, Training, Process Improvement, Streamlining Work..., Administration, CRM, Grant Writing, Leadership, Volunteer Management

Education
New School University   1998 — 2000
MS, Nonprofit Management

State University of New York at Binghamton   1993 — 1997
Bachelor of Arts (B.A.), Biological Sciences, Music

New York Bankers Association Trust and Estate Administration School
Certificate of Completion, Trust and Estate Administration

Laura Morrill Laura Morrill Albion, Michigan Details
Laura Morrill's US Trust Experience May 2006 - June 2014
Job Trust Admin Officer at Bank of America
Industry Financial Services
Experience
U.S. Trust   May 2006 - June 2014

Skills
Wealth Management..., Customer Service, Due Diligence, Trust Management, Analysis, Personal Trust..., Office Administration

Education
Campbell University   2001 — 2006
Master of Business Administration (M.B.A.), Trust and Wealth Management

Campbell University   2001 — 2006
Trust and Wealth Management; MBA, Trust and Wealth Management

Lynda Chase Lynda Chase San Francisco Bay Area Details
Lynda Chase's US Trust Experience January 2000 - January 2006
Job Executive Assistant to Vice President, Marketing & Sales Enablement at Cisco
Industry
Experience
Cisco  January 2011 - October 2014
Northern Trust  2006 - 2010
U.S. Trust   January 2000 - January 2006
Littler Mendelson  January 1998 - January 2000

Skills
Process Scheduler, Microsoft Office, Cross-functional Team..., WebEx, Management, Administrative..., Public Speaking, Heavy Calendaring, PowerPoint, Sales Management, Calendaring, Editing, Event Management, Budgets, Expense Management, Travel Arrangements, Marketing, Office Management, Customer Service, Proofreading

Education
Berkeley College
Business Administration, Management and Operations

Andrew Heinemann Andrew Heinemann Cold Spring Harbor, New York Details
Andrew Heinemann's US Trust Experience March 2013 - April 2014
Job Private Wealth Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  May 2014 - Present
U.S. Trust   March 2013 - April 2014
J. Goldman & Co.   July 2012 - March 2013
First New York Securities  May 2011 - August 2011

Skills
IPO, Trading, Capital Markets, Bloomberg, Investor Relations

Education
Bucknell University   2008 — 2012
History, Economics

Westminster School   2004 — 2008

Kina Williams Kina Williams Greater Atlanta Area Details
Kina Williams's US Trust Experience June 2006 - Present
Job Assistant Vice President
Industry Design
Experience
U.S. Trust   June 2006 - Present
U.S. Trust   June 2006 - Present

Skills
Wealth Management, Personal Finance, Personal Trust..., Relationship Management, Investment Management, Illustrator

Education
Campbell University   2002 — 2006
Bachelor of Business Administration (BBA), Trust and Investment management

Melissa Spangler Melissa Spangler Greater Boston Area Details
Melissa Spangler's US Trust Experience September 2004 - Present
Job Private Client Manager at U.S. Trust
Industry Investment Management
Experience
U.S. Trust   September 2004 - Present

Skills
Wealth Management, Account Management, Alternative Investments, Asset Allocation, Banking, Finance, Financial Advisory, Financial Services, High Net Worth..., Investments, Loans, Management, Mortgage Lending, Portfolio Management, Retirement Planning, Wealth, Wealth Management...

Education
Boston University - School of Management   1990 — 1993
Masters in Business Administration

Boston College - Wallace E. Carroll Graduate School of Management   1984 — 1988
Bachelor of Science in Finance

Ivan Flowers Ivan Flowers Greater Los Angeles Area Details
Ivan Flowers's US Trust Experience November 1999 - May 2009
Job Vice President at Evercore Trust Company, N.A.
Industry Investment Management
Experience
Evercore Trust Company, N.A.   June 2009 - Present
U.S. Trust   November 1999 - May 2009
Bank of America Trust Company   1996 - 1999
Security Pacific State Trust Company   1991 - 1996
Security Pacific State Trust Company   1989 - 1991

Skills
Proxy voting Specialist, Corporate Governance, Independent Fiduciary..., Investment Management, Retirement Savings Plans, Trust Services, Retirement Planning, Management, Portfolio Management, Sales, Project Management, Equities, Strategy, Series 7, Employee Benefits, Investments, Mutual Funds, Risk Management, Management Consulting, ERISA, Banking, Security, Program Management, Onboarding, Strategic Planning, Alternative Investments, Vendor Management, Securities, Marketing, Business Analysis, Hedge Funds, Leadership, Series 63, Financial Services, Deferred Compensation, Investor Relations, Investment Strategies, Investment Banking, Finance, Bloomberg, 401k, Equity Research, Asset Allocation

Education
University of Phoenix   2005 — 2007
Bachelors

California State University-Los Angeles   1981 — 1983

Rio Hondo College   1978 — 1980
Associates

St Francis Xavier Elementary

Eileen Collins Eileen Collins Greater New York City Area Details
Eileen Collins's US Trust Experience July 2013 - Present
Job Vice President, Regional Fiduciary Officer at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   July 2013 - Present
U.S. Trust   September 2007 - July 2013
ZS Fund L.P.   April 2005 - September 2007
U.S. Trust   January 1997 - March 2005

Education
Baruch College   1999 — 2005
Bachelor of Business Administration (BBA), Finance and Investments

Julian Fulton Julian Fulton Miami, Florida Details
Julian Fulton's US Trust Experience May 2013 - Present
Job Trust Officer at U.S. Trust
Industry Banking
Experience
U.S. Trust   May 2013 - Present
U.S. Trust   January 2008 - May 2013

Skills
Estate Planning, Wealth Management, Wealth Management...

Education
Campbell University

David Weitz David Weitz New York, New York Details
David Weitz's US Trust Experience September 2014 - August 2015
Job Analyst at Tishman Speyer
Industry Real Estate
Experience
Tishman Speyer  September 2015 - Present
U.S. Trust   September 2014 - August 2015
New York County District Attorney's Office  May 2013 - August 2013
Office of the Attorney General of the State of New York  May 2012 - August 2012

Skills
Legal Research, Legal Writing, Litigation

Education
Benjamin N. Cardozo School of Law, Yeshiva University   2011 — 2014

University of Michigan   2007 — 2011
Bachelor's degree, Sociology

Kathryn Rolewick Kathryn Rolewick Greater Chicago Area Details
Kathryn Rolewick's US Trust Experience December 2013 - Present
Job
Industry Financial Services
Experience
U.S. Trust   December 2013 - Present

Education
Loyola University Chicago School of Law   2010 — 2013
Doctor of Law (JD)

Boston College   2000 — 2004
Bachelor of Arts (BA), Phychology

Bill Doty Bill Doty Boston, Massachusetts Details
Bill Doty's US Trust Experience April 2001 - Present
Job Market Director, Estate Settlement Services at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   April 2001 - Present

Education
Northeastern University   2007 — 2009
Master of Science (MS), Taxation

Bentley University   1991 — 1994
Bachelor of Science (BS), Accountancy

Colin Lord Colin Lord Toronto, Canada Area Details
Colin Lord's US Trust Experience February 2004 - June 2007
Job Consultant Technical Architect at Procom Consultants Group LLC
Industry Information Technology and Services
Experience
Procom Consultants Group LLC   November 2014 - Present
Thomson Reuters  June 2007 - October 2012
U.S. Trust   February 2004 - June 2007
Creative Computing  October 2002 - February 2004
GDI,Inc./ WWINS Inc.   February 1998 - September 2001
STM Robotics   September 1992 - February 1998

Skills
Requirements Analysis, SQL, Microsoft SQL Server, Unix, XML, SDLC, Business Analysis, Java, ITIL, Agile Methodologies, JavaScript, Oracle, Project Management, Reference Data, Enterprise Data..., ETL, Databases, Enterprise Architecture, Management, Software Project..., Market Data, Integration

Education
Bucks County Community College   1989 — 1991
Biology, General

Pennsbury High School   1987 — 1989

Nicholas DeSousa Nicholas DeSousa Greater New York City Area Details
Nicholas DeSousa's US Trust Experience December 2005 - July 2013
Job Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  July 2014 - Present
Management Planning, Inc.   July 2013 - February 2014
U.S. Trust   December 2005 - July 2013

Skills
Series 7, Series 24, Series 66, Series 63, Relationship Management, Strategic Planning, Client Focus, Market Analysis, Private Banking, Consultative Selling..., Cross Selling, Trusted Business Partner, Cross-functional Team..., Brand Management, Customer Service, Mortgage Lending, Commercial Lending, Securities Lending, Microsoft Office, Military, Negotiation, Networking, Valuation, Volunteering, CT Real Estate License, Bloomberg Terminal, Team Building, Building Relationships, Leadership, Wealth Management, Portfolio Management, Investments, Banking, Investment Management, Credit, CRM, Wealth Management..., Investment Strategies, Loans, High Net Worth..., Financial Advisory, Selling, Uniform Combined State..., Options, Executive Management, Sales, Securities, Asset Allocation, Mutual Funds

Education
University of Connecticut   2014 — 2016
Master of Business Administration (M.B.A.), Finance, General

Baruch College, City University of New York (CUNY)
Bachelor's degree, Political Science and Government

Northern Virginia Community College
Associate's degree, Business Administration and Management, General

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