US Trust
U.S. Trust, Bank of America Private Wealth Management was founded in 1853 as the United States Trust Company of New York. It operated independently until 2000, when it was acquired by Charles Schwab, and Co., and subsequently was sold to, and became a subsidiary of, Bank of America in 2007. Acquisition date: 20 November 2006 Parent organizations: Bank of America, Bank of America, National Association Subsidiaries: U.S. Trust Co. of New York,
US Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at US Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
US Trust Salaries. You can even request information on how much does US Trust pay if you want to. Learn about salaries, pros and cons of working for US Trust directly from the past employees.
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1,967 US Trust employees in database. Find out everything there's to know about US Trust employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
US Trust Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
U.S. Trust September 1995 - Present
Skills
Customer Service, Finance
Education
Brookdale Community College
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
Rockefeller & Company Managing DirectorU.S. Trust Company, N.A.1970 - 2007
U.S. Trust 1970 - 2007
Education
Brooklyn Law School 1985 — 1989
J.D.
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
U.S. Trust May 2013 - Present
U.S. Trust January 2008 - May 2013
Skills
Estate Planning, Wealth Management, Wealth Management...
Education
Campbell University
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
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
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
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
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