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
Charles Finley, CFP® Charles Finley, CFP® United States Details
Charles Finley, CFP®'s US Trust Experience February 2008 - May 2011
Job Wealth Advisor at Parkstone Wealth Management
Industry Financial Services
Experience
Parkstone Wealth Management   June 2011 - Present
U.S. Trust   February 2008 - May 2011
Goldman Sachs  April 2004 - January 2008
Weil Gotshal and Manges  April 1995 - March 2004
Parker Poe Adams & Bernstein LLP  June 1990 - March 1995

Skills
Wealth, Investments, Wealth Management, Portfolio Management, Asset Management, Securities, Finance, Equities, Financial Planning, Financial Services

Education
Duke University School of Law   1988 — 1990
Doctor of Law (JD), Tax Law/Taxation

Washington and Lee University   1984 — 1988
Bachelor of Business Administration (BBA), Accounting and Finance

William Braddy; MBA, CFP William Braddy; MBA, CFP Nashville, Tennessee Details
William Braddy; MBA, CFP's US Trust Experience July 2006 - January 2014
Job Senior Manager/ Wealth Advisor at Kraft Asset Management, LLC
Industry Financial Services
Experience
KraftCPAs PLLC  Senior Manager/ Wealth AdvisorKraft CPAs, PLLC/ Kraft Asset Management, LLCJanuary 2014 - Present
U.S. Trust   July 2006 - January 2014
First Citizens Bank  January 2000 - August 2006
Wells Fargo  June 1994 - January 2000

Skills
Wealth Management, Investment Management, Investment Advisory, Asset Allocation, Alternative Investments, Wealth Management..., Banking, Portfolio Management, Series 7, Mutual Funds, High Net Worth..., Wealth, Asset Management, Investments, Equities, Retirement Planning, Investment Strategies, Private Banking, Financial Risk, Strategic Financial..., Financial Advisory, Estate Planning, Financial Structuring, Trust Services, Fixed Income, Hedge Funds, Series 63, Securities

Education
College for Financial Planning   1994 — 1996
Certified Financial Planner (CFP), Financial Planning and Services

Campbell University   1992 — 1994
Master of Business Administration (MBA), Finance and Trust

Campbell University   1989 — 1992
Bachelor of Business Administration (BBA), Trust

Michael Laura, CFA, CIMA®, CFP® Michael Laura, CFA, CIMA®, CFP® Greater Atlanta Area Details
Michael Laura, CFA, CIMA®, CFP®'s US Trust Experience November 2003 - June 2007
Job Senior Regional Vice President ETF Portfolio Consultant at Invesco PowerShares
Industry Investment Management
Experience
Invesco PowerShares  May 2015 - Present
Virtus Investment Partners  March 2014 - May 2015
Deutsche Asset & Wealth Management  August 2012 - March 2014
Merrill Lynch  March 2008 - March 2012
Northern Trust Wealth Management  June 2007 - March 2008
U.S. Trust   November 2003 - June 2007
Banc of America Investments  November 2001 - November 2003
A.G. Edwards   August 1995 - November 2001

Skills
Series 65, Series 7, Portfolio Management, Behavioral Finance, Monetary Policy, Politics, Strategic Financial..., Personal Financial..., Wealth Management, Global Investment..., Asset Allocation, Financial Risk..., Alternative Investments, Private Banking, Wealth Management..., Investments, Fixed Annuities, Investment Advisory, Hedge Funds, Investment Strategies, Retirement Planning, Financial Advisory, Series 63, High Net Worth..., Financial Markets, Asset Management, Mutual Funds, Retirement, Series 24, Uniform Combined State..., Presenting Solutions, Equities, Securities, Investment Management, Separately Managed..., Economics, Options, Structured Products, Bonds, Wealth, Finance, 401k, ETFs, IRAs, FINRA, Financial Analysis, Equity Research, Financial Services, Morningstar, Financial Planning

Education
College for Financial Planning   2002 — 2006
M.S., Financial Analysis

University of South Florida - College of Business Administration   1998 — 2000
B.S., Economics, International Finance

Jay Butler, CPA, CFA Jay Butler, CPA, CFA San Francisco, California Details
Jay Butler, CPA, CFA's US Trust Experience October 1998 - April 2002
Job Principal, Director of Research, and Portfolio Manager at BTR Capital Management
Industry Investment Management
Experience
BTR Capital Management  August 2005 - Present
Orford Capital Management   September 2004 - August 2005
SDR Capital Management   April 2002 - September 2004
U.S. Trust   October 1998 - April 2002
PwC  June 1993 - July 1998

Education
New York University - Leonard N. Stern School of Business   1993 — 1996
MBA, Accounting and Finance

Cornell University   1989 — 1993
BA, History

Peter Newby Peter Newby Raleigh-Durham, North Carolina Area Details
Peter Newby's US Trust Experience 2013 - 2013
Job Marketing and Sales at G. S. Tucker Furniture Co.
Industry Financial Services
Experience
G. S. Tucker Furniture Co.   May 2015 - Present
Peter Newby Photography   June 2008 - Present
G. S. Tucker Furniture Co.   June 2014 - May 2015
Campbell University Student Government Association   April 2013 - April 2014
U.S. Trust   2013 - 2013
Re-Elect Justice Paul M. Newby Campaign   October 2011 - November 2012
G. S. Tucker Furniture Co.   May 2011 - August 2012
Lake Forest Ranch  June 2010 - August 2010
Kitchen and Bath Galleries  2009 - 2010
Chick-fil-A  April 2008 - October 2009

Skills
Money Handling, Photoshop, Customer Service, PowerPoint, Word, Excel, Microsoft Office, Event Planning, Digital Photography, Woodworking, Social Media Marketing, Public Relations, Social Media Outreach, Advertising Design

Education
Campbell University, Lundy-Fetterman School of Business   2010 — 2015
Master of Business Administration (MBA), Business Administration and Management, General

Campbell University   2010 — 2014
Bachelor of Business Administration, Trust and Wealth Management; Minor in Financial Planning

GRACE Christian School   2002 — 2010

Mike Pace Mike Pace Greater Chicago Area Details
Mike Pace's US Trust Experience July 2014 - Present
Job Know Your Customer Lead | Client Sales & Service Officer at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   July 2014 - Present
Bank of America  August 2012 - July 2014
Bank of America  June 2011 - August 2012
Neuberger Berman Asset Management   May 2010 - August 2010
Travelers  May 2009 - August 2009

Skills
Event Planning, Finance, Public Relations, PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Public Speaking, Social Media, Microsoft Word, Outlook, Business Strategy, Economics, Bloomberg, Financial Services, Banking, Sales, Facebook, Event Management, Editing, Blogging, Time Management

Education
DePauw University
Bachelors of Arts, Economics and Philosophy, POSSE Scholar

DePauw University
Bachelor of Arts, Economics and Management

Jonathan Nino Jonathan Nino Las Vegas, Nevada Details
Jonathan Nino's US Trust Experience September 2014 - Present
Job Portfolio Management Assistant at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   September 2014 - Present
Enterprise Holdings Inc.  June 2012 - September 2013
Wells Fargo Home Mortgage  June 2013 - August 2013
Gatorwraps   March 2009 - September 2010
Hansen & Associates Signs & Graphics   March 2006 - March 2009
United States Marine Corps  June 2001 - January 2008
Fastenal Company  February 2004 - January 2006

Skills
Sales, Training, Management, Leadership, Operations Management, Customer Service, Financial Analysis, Time Management, Microsoft Excel, PowerPoint, Microsoft Office, Computer Hardware, Graphic Design, Investments, Portfolio Management, Capital Budgeting, Correspondent Banking, Offset Printing, Vinyl Cutting, Screen Printing, Wide Format Printing, Digital Photography, Automotive Repair

Education
University of Nevada-Las Vegas - College of Business   2012 — 2013
Bachelor's degree, Finance and Financial Management Services, 3.3

College of Southern Nevada   2010 — 2011
Associate's degree, Business Administration and Management, General, 3.55

United States Marine Corps   2004 — 2007

Megan Gardepe Megan Gardepe Alexandria, Virginia Details
Megan Gardepe's US Trust Experience November 2014 - Present
Job Administrative Assistant at U.S. Trust
Industry Public Relations and Communications
Experience
U.S. Trust   November 2014 - Present
Washington Redskins  October 2014 - Present
Armed Forces Foundation  May 2013 - August 2013
Executive Office of Senator Scott Brown   May 2012 - September 2012
Washington Redskins  May 2011 - September 2012

Skills
Public Relations, Microsoft Word, PowerPoint, Photoshop, Social Media, Public Speaking, Photography, Adobe Creative Suite, Adobe InDesign, Event Management, Editing, InDesign, Marketing, Video, Social Networking, Facebook, Microsoft Excel, Event Planning, Microsoft Office

Education
Elon University   2011 — 2014
Bachelor's Degree, Strategic Communications

Bishop Denis J. O'Connell High School

Myles Christian Myles Christian Greater New York City Area Details
Myles Christian's US Trust Experience September 2014 - Present
Job Analyst at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   September 2014 - Present
Ackerman & Co.   June 2013 - August 2013
Wison, Brock, and Irby LLC   January 2013 - March 2013
Kroger  January 2013 - March 2013

Skills
Microsoft Excel, Leadership, Social Skills, Microsoft Office, Commercial Real Estate, CoStar, Microsoft Word, Stata

Education
Dartmouth College   2010 — 2014
Bachelor of Arts (BA), Political Science and Government

The Westminster Schools   2004 — 2010
High School

Paula Le Paula Le Greater Boston Area Details
Paula Le's US Trust Experience June 2015 - Present
Job Trust Administrative Officer, U.S. Trust
Industry Financial Services
Experience
U.S. Trust   June 2015 - Present

Education
College of the Holy Cross   2010 — 2014
Bachelor of Arts, Economics & International Studies

University College Dublin   2013 — 2013
Economics

Mark Elam, CFA Mark Elam, CFA Greater Atlanta Area Details
Mark Elam, CFA's US Trust Experience September 2013 - Present
Job Senior Vice President at U.S. Trust
Industry Investment Management
Experience
U.S. Trust   September 2013 - Present
Northern Trust  July 2010 - August 2013
GenSpring Family Offices  September 2002 - June 2009
SunTrust Bank  July 1993 - September 2002
JP Morgan  May 1987 - July 1993

Skills
Portfolio Management, Wealth Management, Finance, Asset Allocation, Investments, Investment Banking, Investment Advisory, Private Equity

Education
Columbia University - Columbia Business School   1986 — 1987
MBA, Finance

Florida State University - College of Business   1977 — 1980
BS, Management

Youn Lee Youn Lee New York, New York Details
Youn Lee's US Trust Experience January 2015 - Present
Job Senior Vice President at U.S. Trust
Industry Investment Management
Experience
U.S. Trust   January 2015 - Present
J.P. Morgan Private Bank   August 2002 - December 2014
Credit Suisse First Boston  June 2001 - July 2002
SEO Career Internship   June 1999 - August 1999

Skills
Wealth Management..., Asset Management, Portfolio Management, Private Banking, Investments, Credit, Philanthropy, Family Office, Equities, Capital Markets, Alternative Investments, Investment Banking

Education
Columbia College (NY)   1997 — 2001
BA, Economics

Phillips Exeter Academy   1993 — 1997
Early Cum Laude (Top 5%)

Sharon M. Davison Sharon M. Davison Greater New York City Area Details
Sharon M. Davison's US Trust Experience 2001 - 2005
Job
Industry Law Practice
Experience
Seward & Kissel LLP  August 2012 - Present
Savvy Ladies   December 2012 - January 2014
Union Theological Seminary  October 2007 - April 2013
Richardson & Patel LLP  December 2011 - July 2012
Law Office of Sharon M. Davison   January 2011 - July 2012
Knight Libertas LLC   December 2009 - September 2010
Libertas Partners  December 2005 - December 2009
Shared Interest  2007 - 2009
U S Trust Company of New York   December 2004 - November 2005
U.S. Trust   2001 - 2005

Skills
Securities Regulation, Securities, Broker-Dealer, Capital Markets, Private Placements, Fixed Income, Financial Services, FINRA, Crowdfunding, Compliance, Private Equity, Investments, Due Diligence, Alternative Investments, Corporate Governance, Hedge Funds, Investment Advisory, Mutual Funds, Asset Management, Legal Advice, Securities Law, Regulatory Risk

Education
Columbia University School of Law   1976 — 1979
JD

Yale University   1972 — 1976
BA, Political Science

Donna Rich Donna Rich Unionville, Connecticut Details
Donna Rich's US Trust Experience 2008 - 2010
Job Senior Information Officer at Bank of America
Industry Banking
Experience
Bank of America  January 2010 - Present
U.S. Trust   2008 - 2010

Skills
Financial Risk, Banking, Risk Management, Business Analysis, Credit, Analysis, Portfolio Management, Financial Services, Relationship Management, Credit Risk, Credit Analysis, Commercial Banking, Finance, Financial Analysis

Education
Eastern Connecticut State University   1989 — 1992
BS, Accounting and Finance

East Catholic High School   1975 — 1979

Benjamin Miley, CFA, CPA Benjamin Miley, CFA, CPA Charlotte, North Carolina Area Details
Benjamin Miley, CFA, CPA's US Trust Experience June 2008 - Present
Job .
Industry Financial Services
Experience
U.S. Trust   June 2008 - Present
Bank of America  January 2008 - June 2008
Bank of America  January 2007 - December 2007
Merrill Lynch  May 2005 - January 2007
New York Uncorked Wine Distributors, LLC   January 2004 - June 2006
Merrill Lynch  November 2003 - May 2005

Skills
Financial Planning, Fiduciary Services, Estate Planning, Closely Held Businesses, Corporate Law, Investment Strategies, Alternative Investments, Portfolio Management, Estate Tax Planning, Tax Accounting, Investment Advisory..., Transaction Advisory..., Financial Modeling, FactSet

Education
University of North Florida   2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General

The University of Akron   1999 — 2002
Bachelor's Degree, Finance, General, 3.5, Cum Laude

El Centro College
Associate's Degree, Legal Assistant/Paralegal, 4.0

Smithville High School   1996 — 1999
High School

Jessica Duclos Jessica Duclos Providence, Rhode Island Area Details
Jessica Duclos's US Trust Experience 2007 - 2012
Job Estate Settlement Officer US Trust Private Wealth Management
Industry Banking
Experience
US Trust Private Wealth Management  October 2012 - Present
U.S. Trust   2007 - 2012

Skills
Customer Service, Microsoft Office, Process Improvement, Team Leadership, Banking, Asset Management, Financial Services, Relationship Management, Wealth Management

Education
Johnson & Wales University   2015 — 2018
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Community College of Rhode Island
Associates

Rhode Island College

Douglas Oosterhouse Douglas Oosterhouse Greater New York City Area Details
Douglas Oosterhouse's US Trust Experience April 2015 - Present
Job Trust Administrative Officer
Industry Financial Services
Experience
U.S. Trust   April 2015 - Present
Merrill Lynch  December 2014 - April 2015
Superior Court of New Jersey, Appellate Division  November 2013 - August 2014
Sanctuary for Families, Court Advocates Project (CAP)   September 2012 - May 2013
Rutgers Law School Community Law Clinic   August 2012 - December 2012
Frommer Lawrence & Haug LLP  May 2012 - August 2012
Superior Court of New Jersey, Law Division   May 2011 - August 2011

Skills
Legal Writing, Legal Research, Westlaw, Courts, Appeals, Patent Litigation, Patents, Intellectual Property, Trademarks, Legal Assistance, Corporate Law, Lexis, Criminal Law, Mediation

Education
Rutgers University School of Law - Newark   2010 — 2013
Juris Doctor, Law

Hunter College   2007 — 2010
B.A., Computer Science, magna cum laude

Edward Park, CFA Edward Park, CFA Greater Seattle Area Details
Edward Park, CFA's US Trust Experience August 2005 - December 2008
Job
Industry Financial Services
Experience
Puget Sound Energy  2015 - Present
Samsung  July 2010 - August 2014
Harris myCFO  December 2008 - May 2010
U.S. Trust   August 2005 - December 2008
Brownson, Rehmus & Foxworth   June 2004 - August 2005
UBS  February 2002 - June 2004
JP Morgan  March 2000 - December 2001

Skills
Investment Advisory, Portfolio Management, Wealth Management, Retirement Planning, Financial Modeling, Tax Advisory, Financial Education, Writing, Tax-advantaged..., Alternative Investments, Analysis, Asset Management, Equities, Financial Advisory, Estate Planning, Hedge Funds, Financial Services, Insurance, Investment Strategies, Investments, Private Equity, Retirement, Risk Management, Tax, Valuation, Wealth Management..., Due Diligence, Strategic Financial..., Investment Management, Asset Allocation, Corporate Finance, Capital Markets, Financial Planning

Education
University of California, Berkeley - Walter A. Haas School of Business
MBA, Business Administration

Tunghai University   1998 — 1998
Summer Program

Connecticut College   1995 — 1998
B.A., Int'l Relations, Chinese Lang & Literature

Hong Kong Int'l School   1991 — 1995
Diploma

UCLA Extension
Taxation and Accounting

Pamela Caldeira O'Halloran Pamela Caldeira O'Halloran South Orange, New Jersey Details
Pamela Caldeira O'Halloran's US Trust Experience May 2004 - April 2006
Job Owner, Milli and Ali Fashions LLC
Industry Retail
Experience
Sports and Arts in Schools Foundation  July 2011 - August 2011
Sports and Arts in Schools Foundation  June 2009 - August 2009
Dress for Success Worldwide  December 2006 - March 2008
Goldman Sachs  May 2006 - December 2006
U.S. Trust   May 2004 - April 2006

Skills
Performance Management, Onboarding, Employee Relations, Human Resources, Training, HR Metrics, Deferred Compensation, HRIS, Employee Engagement, Interviews, Personnel Management, Program Management

Education
Pace University   2005 — 2005
Certificate, Human Resources Management

Society of Human Resource Management   2005 — 2005
Certificate, HR Management, Human Resources Management and Services

City University of New York-Brooklyn College   1989 — 1994
BA, Psychology

Queen's College, Guyana   1985 — 1989
High School Diploma, Physical Sciences

Glen Goff, MBA Glen Goff, MBA Westwood, Massachusetts Details
Glen Goff, MBA's US Trust Experience September 2006 - August 2012
Job Trust Operations Specialist at John Hancock Trust Company
Industry Financial Services
Experience
John Hancock Financial Services  September 2012 - Present
U.S. Trust   September 2006 - August 2012
U.S. Trust   October 2005 - September 2006
Investors Bank & Trust  September 2003 - September 2005

Skills
Credit, Financial Analysis, Risk Management, Cash Management, Tax Preparation, Tax Accounting, Trusts, Accounting, Fund Accounting, Customer Relations

Education
Curry College   2010 — 2012
Masters of Business Administration

Curry College   2002 — 2003
Bachelor's degree, Business Administration and Management, General

Notre Dame College Manchester,NH   1999 — 2002
Business Administration and Management, General

Stephen Campisi, CFA Stephen Campisi, CFA Hartford, Connecticut Area Details
Stephen Campisi, CFA's US Trust Experience May 2004 - Present
Job Director, Institutional Investments, U.S. Trust at stevecampisicfa@sbcglobal.net
Industry Investment Management
Experience
U.S. Trust   May 2004 - Present
CFA Society   January 1997 - Present
Intuitive Performance Solutions   January 1994 - Present
Western New England College  January 1991 - January 2007
The Phoenix Companies  June 1993 - October 2003
MassMutual Investment Management Group   January 1989 - January 1994
Aetna Bond Investors   January 1983 - January 1989
Windsor Schools   January 1980 - January 1983

Skills
Risk Management, Performance Analysis, Mentoring, Portfolio Management, Writing, Conference Speaking, Bonds, Pensions, Philanthropy, Public Speaking, Investments, Alternative Investments, Asset Allocation, Valuation, Investment Strategies, Investment Management, Leadership, Asset Management, Financial Services, Fixed Income, Securities, Financial Risk, Performance Measurement, Data Analysis, Analysis, Mutual Funds, Accounting, Derivatives, Business Analysis, Financial Analysis, Finance, Series 7, Hedge Funds, Strategic Planning, Bloomberg, Equities, Wealth Management, Quantitative Analytics, Options, Investment Advisory, Analytics, Strategic Financial...

Education
The University of Connecticut   1984 — 1988
MBA, Finance

Montclair State University   1978 — 1980
MA, Music

City University of New York-Hunter College   1975 — 1978
BS, Music Education

Nick Medlin Nick Medlin New York, New York Details
Nick Medlin's US Trust Experience April 2014 - Present
Job AVP, Business Analyst at U.S. Trust
Industry Banking
Experience
U.S. Trust   April 2014 - Present
U.S. Trust   July 2011 - April 2014
Merrill Lynch  November 2009 - July 2011
U.S. Trust   June 2008 - August 2008

Skills
Wealth Management, Investment Management, Banking, Investments, Strategic Financial..., Financial Analysis, Loans, Consumer Lending, Wealth Management..., Microsoft Excel, Estate Planning, Asset Management

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2012 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General

Campbell University   2005 — 2009
Bachelor of Business Administration (B.B.A.), Trust and Wealth Management

Jade DaRu Jade DaRu Greater New York City Area Details
Jade DaRu's US Trust Experience 2002 - 2004
Job Freelance Makeup Artist and Graphic Designer
Industry Cosmetics
Experience
Freelance  June 2009 - Present
Debevoise & Plimpton  February 2007 - June 2009
U.S. Trust   2002 - 2004
Unilever HPC  1995 - 1997

Skills
Makeup Artistry, Film, Photoshop, InDesign, Illustrator, Document Specialist, Word, PowerPoint, Excel, Adobe Creative Suite, Microsoft Excel, Graphic Design, Editorial, Beauty, Event Management, Microsoft Word, Beauty Industry, Event Planning, Mac, Microsoft Office, Outlook, Fashion, Advertising, Photography

Education
Fashion Institute of Technology   2012 — 2014
Associate's degree, Communication Design, 3.93/Dean's List 4 semesters

New York Computer Class   2010 — 2010
Certificate earned, Adobe suite

Danielle Fleet Danielle Fleet East Greenwich, Rhode Island Details
Danielle Fleet's US Trust Experience March 2015 - Present
Job Portfolio Oversight Associate at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   March 2015 - Present
U.S. Trust   September 2014 - March 2015
U.S. Trust   April 2013 - September 2014
Fidelity Investments  August 2012 - April 2013
Tomorrow BioFuels   2011 - August 2012
University of Rhode Island  January 2011 - May 2011
AmWINS Group  December 2009 - July 2010

Skills
Financial Analysis, Communication Skills, Microsoft Excel, Mainframe, PowerPoint, Microsoft Office, Corporate Finance, Financial Reporting, Marketing, Series 7, Finance, Trading, Customer Service, Data Analysis, Financial Services, Strategic Financial..., Investments, Retirement Planning

Education
University of Rhode Island - College of Business Administration   2007 — 2011
Bachelor's degree, Finance, General

Eckerd College   2007 — 2008
Psychology

Hector H. Alzate Hector H. Alzate Palm Beach, Florida Details
Hector H. Alzate's US Trust Experience January 2007 - August 2011
Job Preferred Banking Office Management
Industry Financial Services
Experience
First Republic Bank  January 2013 - Present
Premier FC Foundation   July 2014 - Present
First Republic Bank  October 2011 - January 2013
U.S. Trust   January 2007 - August 2011
Bank of America  February 2006 - January 2007
Bank of America  August 2004 - February 2006
Mansion Restaurant   March 1996 - August 2004

Skills
Small Business Lending, Consumer Lending, Wealth Management, Relationship Management, Private Banking, Commercial Banking, Banking, Portfolio Management, Sales, Loans, Cross Selling, Financial Services

Education
John Jay College of Criminal Justice   2000 — 2004
Bachelor's of Science, Political Science and Government

Robert Bridges Robert Bridges New York, New York Details
Robert Bridges's US Trust Experience June 1994 - January 1999
Job Managing Director at First Republic Private Wealth Management
Industry Investment Management
Experience
First Republic Bank  January 2015 - Present
Fiduciary Trust Company International  February 1999 - January 2015
U.S. Trust   June 1994 - January 1999
Bank of New York  June 1987 - June 1994

Skills
Asset Allocation, Alternative Investments, Investment Management, Equities, Asset Management, Investments, Portfolio Management, Fixed Income, Valuation, Investment Advisory, Derivatives, Wealth Management, Mutual Funds, Private Equity, Trading, Due Diligence, Financial Advisory, Financial Analysis

Education
Kenyon College   1982 — 1986
AB, Economics

Deerfield Academy   1978 — 1982
High School

Matthew Goodson, CTFA Matthew Goodson, CTFA Greater Atlanta Area Details
Matthew Goodson, CTFA's US Trust Experience July 2015 - Present
Job Assistant Vice President, Trust Officer at US Trust
Industry Financial Services
Experience
U.S. Trust   July 2015 - Present
U.S. Trust   July 2010 - July 2015
U.S. Trust   June 2009 - August 2009
U.S. Trust   June 2008 - August 2008

Skills
Wealth Management..., Wealth Management, Private Banking, Trusts, Financial Analysis, Microsoft Excel, PowerPoint, Trust Management, High Net Worth...

Education
Campbell University   2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General

Campbell University   2005 — 2010
Bachelor of Business Administration (BBA), Trust and Wealth Management

Mario Neal Murray Mario Neal Murray New York, New York Details
Mario Neal Murray's US Trust Experience April 2015 - Present
Job Fixed Income Trader at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   April 2015 - Present
First Southwest Company  November 2011 - April 2015
Highview Partners  September 2011 - November 2011

Skills
Bloomberg, Financial Analysis, Fixed Income, Municipal Bonds, Series 63, Series 7, Finance, Bonds, Trading, Securities, Electronic Trading

Education
Fairfield University   2007 — 2011
Bachelor's degree, Major: Fiance Minor: Philosophy

Boston College High School   2003 — 2007

Matt Hensel Matt Hensel Charleston, South Carolina Details
Matt Hensel's US Trust Experience December 2013 - Present
Job Associate Portfolio Manager at U.S. Trust
Industry Investment Management
Experience
U.S. Trust   December 2013 - Present
Bernstein Global Wealth Management  August 2013 - November 2013
Target  November 2012 - March 2013
Wells Fargo  August 2012 - November 2012
College of Charleston Student Finance and Investment Club   August 2011 - May 2012
Punch & Associates   May 2011 - August 2011
Blue Granite Capital, LLC   January 2011 - May 2011
UBS Wealth Management  September 2010 - December 2010

Skills
Bloomberg Terminal, VBA, Morningstar, Excel, Word, PowerPoint, German, IFRS, US GAAP, Financial Analysis, Financial Modeling, Financial Management, Economics, Econometrics, Economic Modeling, Economic Research, Equity Research, Equity Valuation, Options Strategies, Options, Equity Trading

Education
College of Charleston   2008 — 2012
B.S, Economics, Finance

Alex Yaroslavsky Alex Yaroslavsky Greater New York City Area Details
Alex Yaroslavsky's US Trust Experience July 2002 - December 2006
Job Vice President, Corporate Training Group at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co.   September 2015 - Present
Baruch College  January 2011 - Present
Association for Conflict Resolution of Greater New York   July 2009 - Present
Goldman Sachs  January 2013 - September 2015
FINRA  November 2001 - September 2015
Yaro Group, LLC   June 2000 - September 2015
John Jay College  January 2006 - December 2012
Port Authority of NY & NJ  April 2007 - January 2010
Citigroup Private Bank  September 2005 - December 2006
U.S. Trust   July 2002 - December 2006

Skills
Conflict Resolution, Training, Mediation, Executive Coaching, Leadership, Conflict Management, Coaching, Analysis, Human Resources, Organizational Design, Employee Relations, Strategic Planning, Policy, Project Management, Arbitration, Alternative Dispute..., Management, Nonprofits, Teaching, Workshop Facilitation, Dispute Resolution, Team Building, Negotiation, HRIS, Business Analysis, Interviews, Personnel Management, Employee Benefits, Report Writing, Business Process..., Access, Recruiting, Data Analysis, Business Intelligence, SaaS, Conflict, Russian, Customer Service, Family Mediation, Retreat Facilitation, Strategic Thinking, Training &..., Deferred Compensation, University Teaching, College Teaching, Cultural Differences, 360 Feedback, Qualified Mediator, Strategy, Leadership Development

Education
Coro - Leadership NY XVIII   2006 — 2007

Cornell University   1993 — 1995
MILR, Industrial & Labor Relations

New York University - Leonard N. Stern School of Business   1987 — 1991
BS, Marketing, International Business

Brooklyn Technical High School   1983 — 1987
HS, Bio-Med

Seth Low, IS 96   1980 — 1983

Christina Flory, MBA, CFP®, CRPC® Christina Flory, MBA, CFP®, CRPC® Greater Philadelphia Area Details
Christina Flory, MBA, CFP®, CRPC®'s US Trust Experience January 2015 - Present
Job CERTIFIED FINANCIAL PLANNER™, VP Private Client Manager at U.S. Trust Private Wealth Management
Industry Financial Services
Experience
U.S. Trust   January 2015 - Present
Drexel University's LeBow College of Business  September 2013 - Present
Merrill Lynch Wealth Management  June 2011 - January 2015
ideametrics, LLC   July 2008 - September 2014
Cigna  2009 - 2011

Skills
Wealth Management, Finance, Series 7, Fixed Annuities, Small Business, Financial Analysis, Strategic Financial..., Accounting, Employee Benefits, Financial Modeling, Investments, Portfolio Management, Mutual Funds, Equities, Financial Planning, Financial Advisory, Management, Risk Management

Education
Drexel University   2009 — 2010
Master of Business Administration (M.B.A.), Accounting

Drexel University   2005 — 2009
Bachelor of Science in Business Administration, Finance and Accounting

Leslie McIver, Jr. Leslie McIver, Jr. United States Details
Leslie McIver, Jr.'s US Trust Experience January 2007 - August 2010
Job Senior Vice President, Private Banking
Industry Banking
Experience
South State Bank  September 2010 - Present
U.S. Trust   January 2007 - August 2010
Bank of America  January 2000 - December 2006
Bank of America  June 1995 - December 1999
Bank of America  January 1993 - May 1995
Bank of America  July 1991 - December 1992
Bank of America  January 1989 - June 1991
Bank of America  September 1988 - December 1989
Davidson College  July 1986 - August 1988

Skills
Long-term Customer..., Personal Banking, Investments, Home Equity Loans, Specialized Programs, Commercial Lending, Loans, Wealth Management, Portfolio Management, Credit, Private Banking, Financial Services, Commercial Banking, Financial Analysis, Treasury Management, Credit Analysis

Education
Davidson College   1982 — 1986
Bachelor of Arts (BA)

Jessica Bettencourt Jessica Bettencourt Providence, Rhode Island Area Details
Jessica Bettencourt's US Trust Experience December 2012 - Present
Job Assistant Vice President; Private Banking Relationship Manager U.S. Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
U.S. Trust   December 2012 - Present
U.S. Trust   December 2009 - December 2012
Bank of America  June 2006 - December 2009
Bank of America  October 2005 - June 2006

Skills
Banking, Customer Service, Investments, Loans, Management, Private Banking, Teamwork, Credit, Retail Banking, Risk Management, Finance, Investment Advisory, Microsoft Office, Portfolio Management, Wealth Management

Education
Community College of Rhode Island   2003 — 2005

Patrick Ketchoyian, MBA Patrick Ketchoyian, MBA Greater Seattle Area Details
Patrick Ketchoyian, MBA's US Trust Experience 2014 - Present
Job Assistant Vice President, Portfolio Manager Associate at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   2014 - Present
Merrill Lynch  2010 - 2012
Merrill Lynch  2009 - 2010

Skills
Portfolio Management, Series 7, Wealth Management, Retirement Planning, Investments, Strategic Financial..., Series 63, Alternative Investments, Financial Analysis, Investment Advisory, Investment Strategies, Asset Management, Equities, Financial Planning

Education
College for Financial Planning   2014 — 2016

Pepperdine University, The George L. Graziadio School of Business and Management   2011 — 2013
MBA

Concordia University Irvine   2005 — 2009
Business Administration, Finance and Marketing

Nelrose (Nellie) Sims, J.D. Nelrose (Nellie) Sims, J.D. Los Angeles, California Details
Nelrose (Nellie) Sims, J.D.'s US Trust Experience November 2014 - Present
Job Senior Vice President, US Trust
Industry Financial Services
Experience
U.S. Trust   November 2014 - Present
Los Angeles LGBT Center  June 2008 - October 2014
UBS Wealth Management  2006 - 2008
City National Bank  2004 - 2006
Bank of America  1999 - 2004

Skills
Expertise in trust and..., Extensive management..., Proven..., Strong pubic..., Polished communication..., Marketing Communications, Estate Planning, Social Media Marketing, Finance, Corporate Law, Public Relations, Nonprofits, High Net Worth..., Coaching, Fundraising, Strategic Communications, Customer Service, Employee Benefits, Proposal Writing, Management, Marketing, Media Relations, Microsoft Excel, Negotiation, Analysis, Social Networking, Philanthropy, Leadership, Analytical Skills, Public Speaking, Training, Data Analysis, Financial Services, Policy, Human Resources, Accounting, Microsoft Office, Volunteer Management, Consulting, Asset, Microsoft Word, Planned Giving, Research, Strategy, Community Outreach, Grants, Team Building, PowerPoint, Project Planning, Editing

Education
Centenary College of Louisiana
B.A., Humanities

Mississippi College School of Law
J.D., Law

Jim Reichard CFP®, CIMA®, CAIA Jim Reichard CFP®, CIMA®, CAIA Charlotte, North Carolina Details
Jim Reichard CFP®, CIMA®, CAIA's US Trust Experience May 2013 - Present
Job MD, Regional Investment Executive at U.S. Trust
Industry Investment Management
Experience
U.S. Trust   May 2013 - Present
ECM  August 2011 - April 2013
Wells Fargo  March 2005 - July 2011
Wachovia  January 2000 - February 2005
Wachovia Wealth   January 1997 - January 2000

Skills
Alternative Investments, Asset Management, Wealth Management, Investments, Asset Allocation, Investment Management, Hedge Funds, Asset Managment, Securities, Private Equity, Risk Management, Banking, Wealth Management..., Wealth, Fixed Income, Portfolio Management

Education
Emory University - Goizueta Business School   1992 — 1994
MBA, Intl Business

Georgia State University   1978 — 1983
BBA, Finance

Woodward Middleton Woodward Middleton Palm Beach, Florida Details
Woodward Middleton's US Trust Experience April 2010 - Present
Job Market Executive, Managing Director
Industry Investment Management
Experience
U.S. Trust   April 2010 - Present
J.P. Morgan   October 2005 - April 2010
Bank of America  January 1996 - October 2005

Skills
Investments, Wealth Management, Banking, Investment Management, Portfolio Management, Asset Management, Management, Loans, Finance, Series 7, Wealth Management..., High Net Worth..., Estate Planning, Wealth, Mutual Funds, Asset Allocation, Credit, Alternative Investments, Equities, Insurance, Real Estate Financing, Personal Financial..., Due Diligence, Real Estate, Personal Finance

Education
University of Pennsylvania - The Wharton School   2012 — 2014
Securities Industry Institute, Management of Investment and Banking Institutions

College of Charleston   1986 — 1991
BA, Political Science

Lisa Carnoy Lisa Carnoy Greater New York City Area Details
Lisa Carnoy's US Trust Experience June 2014 - Present
Job Division Executive for Northeast and Metro New York
Industry Investment Banking
Experience
U.S. Trust   June 2014 - Present
Merrill Lynch  December 2012 - Present
Bank of America Merrill Lynch  February 2010 - Present
Merrill Lynch  1994 - 2008
Wasserstein Perella + Co  June 1991 - August 1992
Drexel Burnam Lambert   June 1989 - February 1990

Skills
Private Equity, Corporate Development, Investment Strategies, Wealth Management..., Investment Advisory, Banking, MBS, Strategic Financial..., Series 24, Electronic Trading, Credit Derivatives, Series 65, Financial Services, Credit, Bloomberg Terminal, Securities Lending, Options, Trading Systems, Financial Advisory, FINRA, Private Banking, FX Options, Hedging, Equity Trading, Hedge Funds, Commodity, Leveraged Finance

Education
Harvard Business School   1992 — 1994
MBA, Finance

Columbia University in the City of New York   1985 — 1989
BA, American Studies/History

Mark A. Fox Mark A. Fox Greater New York City Area Details
Mark A. Fox's US Trust Experience 2011 - September 2015
Job Client Management Executive at Bank of America
Industry Banking
Experience
U.S. Trust   2011 - September 2015
Wells Fargo  2010 - 2010
U.S. Trust   2003 - 2008
Charles Schwab  2000 - 2003
Citi  1989 - 2000
IBJ Schroder Bank & Trust Company  1986 - 1989
Syn-Cronamics, Inc.   1985 - 1986

Skills
Banking, CRM, Credit Cards, Cross-functional Team..., Equities, Financial Services, High Net Worth..., Leadership, Securities, Strategy, Trading, Wealth Management, Investments, Management, Management Consulting, Mergers, Payments, Portfolio Management, Product Management, Relationship Management

Education
Columbia University in the City of New York
B.A, Political Science

Fair Lawn High School

IBJ Schroder Management Training Program

Gilbert Mateer Gilbert Mateer Greater Philadelphia Area Details
Gilbert Mateer's US Trust Experience 2000 - 2005
Job Principal at Mateer Consultanting
Industry Investment Management
Experience
Mateer Consulting   May 2014 - Present
Fortis Partners (formerly Private Family Office, LLC)   November 2013 - April 2014
Mateer Consulting   December 2012 - November 2013
The Bryn Mawr Trust Company ('BMTC')   2005 - 2012
U.S. Trust   2000 - 2005

Skills
Financial Planning, Asset Management, Estate Planning, Retirement, Banking, Wealth Management, Asset Allocation, Investments, Series 7, Retirement Planning, Investment Strategies, Strategic Financial..., Asset Managment, Tax, Wealth Management..., Investment Advisory, Insurance, Investment Management, Portfolio Management, Securities, Equities, Personal Finance, Mutual Funds, ETFs, High Net Worth..., Financial Services, Alternative Investments, Private Equity, Fixed Income, Trust Services, Series 63, Hedge Funds, FINRA, Wealth

Education
Columbia University - Columbia Business School   1980 — 1982
MBA, Finance

University of Pennsylvania   1973 — 1977
Bachelor of Science, Civil and Urban Engineering

Gilbert B. Mateer

David Cram David Cram Greater New York City Area Details
David Cram's US Trust Experience June 2015 - Present
Job Trust Administrative Officer I at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   June 2015 - Present
IdeaPaint  July 2013 - August 2013
Kamp Kohut  May 2012 - August 2012
Gallo Mazda and Volvo   March 2011 - August 2011

Skills
Customer Service, Client Relations, Salesforce.com, Sales, Marketing Research, Marketing, Market Analysis, CRM, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Databases, Lead Management, Teamwork, Leadership, New Business Generation, Deal Closure, Management, Public Speaking

Education
Centenary College   2013 — 2015
Bachelor of Science (BS), Business Administration Concentrations: Marketing and Management, 3.4 GPA

Northbridge High School   2006 — 2010

Mary Bash Mary Bash Greater New York City Area Details
Mary Bash's US Trust Experience January 2012 - Present
Job Managing Director at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   January 2012 - Present
Walmart  May 2009 - August 2011

Skills
accounting, Financial Management, coaching, Project Management, Executive Management, Cost Management

Education
City University of New York-Brooklyn College   1979 — 1982
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management

Matthew Johnson, CFP® Matthew Johnson, CFP® Greater Boston Area Details
Matthew Johnson, CFP®'s US Trust Experience May 2010 - March 2014
Job Director, Wealth Advisor at Wellesley Investment Partners
Industry Financial Services
Experience
Wellesley Investment Partners   March 2014 - Present
U.S. Trust   May 2010 - March 2014
U.S. Trust   June 2008 - May 2010
U.S. Trust   May 2006 - August 2007

Skills
Estate Planning, Asset Allocation, Investments, Portfolio Management, Retirement Planning, Wealth Management..., High Net Worth..., Investment Management, Wealth Management, Credit, Investment Strategies, Mutual Funds, Asset Management, Investment Advisory, Certified Financial..., Fiduciary Services, Trust Services, Trust Management, Insurance, New Business Development, Income Tax

Education
Campbell University   2006 — 2008
Master of Business Administration (M.B.A.), Finance; Marketing

Campbell University   2003 — 2008
Bachelor of Business Administration (B.B.A.), Wealth and Investment Management; Minor in Financial Planning

Meghan (Stein) Webster Meghan (Stein) Webster Charleston, South Carolina Details
Meghan (Stein) Webster's US Trust Experience August 2006 - August 2009
Job Broker Associate at The Cassina Group
Industry Real Estate
Experience
The Cassina Group  January 2014 - Present
William Means Real Estate  September 2010 - January 2014
U.S. Trust   August 2006 - August 2009
PNC  June 2002 - June 2005

Skills
Real Estate, REO, Property Management, Condos, Commercial Real Estate, Sales, Investment Properties, Sellers, Relocation, Buyer Representation, Seller Representation, Selling, FHA, Relocation Buyers, Listings, Luxury, Single Family Homes, 1031 Exchanges, Vacation Homes, Buyers, New Home Sales

Education
Duquesne University School of Law   1998 — 2001

Duquesne University
Bachelor of Commerce (B.Com.), Political Science and Government

mount lebanon

Lynn Garrick Lynn Garrick Greenville, South Carolina Details
Lynn Garrick's US Trust Experience April 2015 - July 2015
Job Trust Officer at U.S. Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
U.S. Trust   April 2015 - July 2015
J. Darryl Holland Law Firm   December 2012 - April 2015
Collins Law Firm, P.C.   April 2012 - November 2012
Elizabeth Hyatt Robinson, Attorney at Law   December 2008 - April 2012
South Carolina Department of Health and Environmental Control  May 2009 - August 2009
University of South Carolina School of Law  May 2008 - December 2008

Skills
Elder Law, Property Law, Estate Planning, Legal Research, Westlaw, Legal Writing, Family Law, Trusts, Real Estate, Estate Law, Preparation of Wills, Wills

Education
University of South Carolina School of Law   2007 — 2010
J.D., Law

Clemson University   2003 — 2006
B.A., History and English

Riverside

Deborah McCall Deborah McCall Queens Village, New York Details
Deborah McCall's US Trust Experience April 2005 - March 2007
Job Independent Business Owner
Industry Executive Office
Experience
Vollara  August 2009 - Present
Thomson Reuters  October 2007 - January 2009
U.S. Trust   April 2005 - March 2007
Century 21 Milestone   March 2001 - May 2003
Charles Schwab  February 1992 - August 2000

Skills
Microsoft Office, Bloomberg, Outlook, SharePoint, PowerPoint, Excel, Accounts Payable, Interviewing, Event Planning, Meeting Coordination

Education
City College of San Francisco   1980 — 1985
Business Administration

Dennis Boyd Dennis Boyd Greater New York City Area Details
Dennis Boyd's US Trust Experience 2004 - 2005
Job President of Southport Wealth Management
Industry Investment Management
Experience
Southport Wealth Management   November 2006 - Present
U.S. Trust   2004 - 2005
Performance Trading Technologies   1996 - 2002
Bank of Boston  1982 - 1985

Education
University of Connecticut   1980 — 1982

DePauw University   1978 — 1980
Economics

Pierre-Henry Masoin Pierre-Henry Masoin Providence, Rhode Island Area Details
Pierre-Henry Masoin's US Trust Experience September 2014 - Present
Job AVP, Portfolio Oversight Manager at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   September 2014 - Present
Citizens Bank  October 2013 - September 2014
Merrill Lynch  February 2012 - March 2013
Natco Home Products  October 2011 - December 2011
Landsbanki Securities (UK) Ltd, / ICA   August 2008 - October 2008
Barclays Bank  April 2008 - July 2008
City Index  July 2007 - January 2008
Blue Ventures  September 2006 - June 2007
Contractor: General Administrator, Analyst at Handelsbanken, Euromoney Institution and SunGard   February 2006 - August 2006
Get Wet Watersports, Erakor Island, Vanuatu / Alton’s Dive Shop, Utila, Honduras/   January 2003 - January 2006

Skills
Finance, PowerPoint, Databases, Financial Modeling, Bloomberg, Risk Management, Financial Analysis, Credit, Valuation, Capital Markets, Accounting, Corporate Finance, Leadership, Banking, Financial Risk, Equities, Microsoft Excel, Investments

Education
Concordia University   2009 — 2011
B.COMM, Finance

University of Bath   2001 — 2003
B.Sc, Chemistry with Management

Sevenoaks School   1995 — 2000

Renee Duba Renee Duba Greater Chicago Area Details
Renee Duba's US Trust Experience May 2013 - Present
Job SVP, Private Client Advisor at US Trust
Industry Financial Services
Experience
U.S. Trust   May 2013 - Present
William Blair and Company  December 1990 - May 2013

Skills
Wealth Management, Investments, Asset Allocation, Series 7, Asset Management, Alternative Investments, Equities, Investment Advisory, Portfolio Management, Investment Management, Investment Strategies, Non-profit Advisory, Hedge Funds, Retirement Planning

Education
DePaul University   1984 — 1985
BA, Finance

Western Illinois University   1984 — 1985
Music Theory/Comp, Performance

Frank Sutton Frank Sutton Greater New York City Area Details
Frank Sutton's US Trust Experience April 2006 - May 2015
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   May 2015 - Present
U.S. Trust   April 2006 - May 2015
S&Y Asset Management   2005 - 2006
Phillips Nizer   2003 - 2004
Edwards & Angell  2000 - 2003
Riker Danzig  2000 - 2000

Skills
Trusts, Estate Planning, Wealth Management, High Net Worth..., Series 7, Financial Services, Securities, Financial Planning, Financial Planners, Wills

Education
Cornell Law School   1996 — 1999
Doctor of Law (J.D.), Legal Studies, General

University of Florida   1992 — 1996
B.A., Classics

Alexandra Poe Alexandra Poe New York, New York Details
Alexandra Poe's US Trust Experience 2004 - 2005
Job Partner, Reed Smith LLP Fund Formation, Product Development, Compliance and Governance
Industry Investment Management
Experience
Reed Smith LLP  July 2009 - Present
WilmerHale  2005 - 2009
U.S. Trust   2004 - 2005
Prudential Financial  2001 - 2004
Schroders  1996 - 2001
Gordon Altman et al.   1994 - 1996
Citibank, Global Asset Management  1989 - 1994
Stroock & Stroock & Lavan LLP   1985 - 1989

Skills
Private Equity, Hedge Funds, Alternative Investments, Securities, Investments, Investment Management, Mutual Funds, Fund Of Funds, Due Diligence, Financial Structuring, Venture Capital, Funding, Securities Regulation, Strategy, Institutional..., Asset Management, Corporate Governance, Financial Services, Financial Markets, Mergers & Acquisitions

Education
International Culinary Center   2014 — 2015
Certified Sommelier (CMS), Intensive Wine Studies Course

New York University School of Law   1982 — 1985
JD, Law

Cornell University   1977 — 1981
BS, Social Sciences, Dean's List

Marion Schmeelk Marion Schmeelk Norwalk, Connecticut Details
Marion Schmeelk's US Trust Experience February 1997 - September 2015
Job TD Wealth, Wealth Market Leader
Industry Financial Services
Experience
TD Wealth  September 2015 - Present
U.S. Trust   February 1997 - September 2015

Skills
Wealth Management, Financial Services, Strategic Planning, Portfolio Management, Investments, Banking, Alternative Investments, Equities, Financial Planning, Asset Allocation, Hedge Funds, High Net Worth..., Fixed Income, Asset Management, Series 7

Education
Fairfield University   1974 — 1978
Bachelor of Scie, Marketing

Gib Chapman Gib Chapman Greater New York City Area Details
Gib Chapman's US Trust Experience November 2012 - Present
Job Managing Director at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   November 2012 - Present
Bessemer Trust  January 2009 - November 2012
Bernstein Global Wealth Management  June 2001 - January 2009
ACTV  November 1999 - June 2001
EMAP  June 1998 - July 1999
Condé Nast  1984 - 1996
Choate Rosemary Hall  June 1983 - August 1984

Skills
Investments, Asset Management, Investment Management, Series 7, Asset Allocation, Wealth Management, Management, Equities, Finance, Portfolio Management, Private Equity, Hedge Funds, Alternative Investments, Wealth, Investment Strategies, Financial Analysis, Investment Advisory, Financial Planning

Education
Ohio Wesleyan University   1979 — 1983
Bachelor of Arts (B.A.)

Choate Rosemary Hall   1975 — 1979
High School

Green Vale School   1965 — 1975

Wharton Executive Leadership Program

Regina Poole Regina Poole Huntersville, North Carolina Details
Regina Poole's US Trust Experience June 2001 - Present
Job Senior Vice President Specialized Fiduciary Officer at US Trust
Industry Financial Services
Experience
U.S. Trust   June 2001 - Present

Skills
Wealth Management, Banking, Investments, Asset Management, Strategic Financial..., Risk Management, Asset Allocation, Loans

Education
Campbell University

Jasmine Thomas Jasmine Thomas Atlanta, Georgia Details
Jasmine Thomas's US Trust Experience November 2014 - Present
Job Specialty Asset Associate at U.S. Trust
Industry Banking
Experience
U.S. Trust   November 2014 - Present
Assurant Specialty Property  November 2012 - November 2014
JPMorgan Chase  September 2009 - March 2012
JPMorgan Chase  September 2009 - March 2012
Discover Card  October 2005 - May 2009

Skills
Oral & Written..., Building Relationships, Reliability, Customer Service, Problem Solving, Problem Analysis, Critical Thinking, Strategic Thinking, Tactical, Presentations, Interpersonal Skill, Flexibility, Training Facilitation, Job Coaching, Mortgage Lending, Banking, Call Centers, Leadership, Management, Process Improvement, Financial Services

Education
Columbus State   2007 — 2009
Associate's degree, Finance, General

Northland High School   2001 — 2005
Diploma

Leila Aridi Afas Leila Aridi Afas Washington D.C. Metro Area Details
Leila Aridi Afas's US Trust Experience May 2000 - May 2001
Job Vice President, Strategy and Global Development at The Spectrum Group
Industry Management Consulting
Experience
U.S. Trade and Development Agency   December 2010 - July 2015
THE SPECTRUM GROUP  2015 - 2015
THE SPECTRUM GROUP  2015 - 2015
Grant Thornton LLP  November 2007 - December 2010
U.S. Trade and Development Agency   February 2004 - November 2007
World Economic Forum  January 2002 - January 2004
U.S. Trust   May 2000 - May 2001
House of Commons  September 1998 - March 1999

Skills
Economic Development, Strategy, Trading, Certified Project..., Critical Thinking, Sustainability, Project Management, Government, Financial Analysis, CRM, Management, Capacity Building, Proposal Writing, Public Speaking, Managerial Finance, Economics, Program Management, Analysis, Business Development, International Relations, Management Consulting, Strategic Planning, Research, New Business Development, Project Planning, Data Analysis, International Business, Negotiation, Business Process..., Strategic Communications, Investments, International Trade, Valuation, Finance, Project Finance, Emerging Markets, Policy, Business Strategy, Policy Analysis, Latin America, Business Planning, Public Policy, Grants, Foreign Policy, Risk Management, Export, International Sales, Market Research, International..., International Marketing

Education
Columbia University in the City of New York   2001 — 2003
Master's, International Economic Policy, Summa cum laude

James Madison University   1994 — 1998
Bachelor of Arts, Political Science and English, Summa cum laude

Daniela Mendez Daniela Mendez Torrance, California Details
Daniela Mendez's US Trust Experience April 2014 - Present
Job AVP, Client Sales & Service Officer at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   April 2014 - Present
Bank of America  June 2011 - April 2014
Bank of America  December 2010 - June 2011
Bank of America  May 2006 - December 2010

Education
El Camino College

Ryan Sitarz, CFA Ryan Sitarz, CFA Hartford, Connecticut Area Details
Ryan Sitarz, CFA's US Trust Experience August 2015 - Present
Job Portfolio Manager at U.S. Trust
Industry Investment Management
Experience
U.S. Trust   August 2015 - Present
U.S. Trust   August 2013 - July 2015
Fiduciary Investment Advisors, LLC  April 2012 - August 2013
SS&C Technologies  July 2011 - March 2012
SS&C Technologies  August 2009 - July 2011
SS&C Technologies  July 2008 - August 2009
SS&C Technologies  August 2007 - July 2008

Skills
Bloomberg, Trading, Portfolio Management, Investments, Hedge Funds, Financial Modeling, Finance, Equities, Economics, Asset Allocation, Derivatives, Retirement Planning, Fixed Income, Asset Management, Financial Services

Education
Endicott College   2003 — 2007
BS, Finance

Northwest Catholic High School

Patrick Carlucci Patrick Carlucci Boston, Massachusetts Details
Patrick Carlucci's US Trust Experience July 2013 - Present
Job Associate at U.S. Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
U.S. Trust   July 2013 - Present
Deutsche Bank  June 2010 - July 2013

Skills
Key Account Management, Wealth Accumulation..., Bloomberg, Business Development, Equities, Hedge Funds, Market Research, Financial Analysis, Financial Services, Investments, Portfolio Management

Education
Fairfield University   2005 — 2009
Bachelor's degree, Business/Commerce, General

St. John's Preparatory School   2001 — 2005

Collin Clark Collin Clark New York, New York Details
Collin Clark's US Trust Experience May 2013 - September 2014
Job at Endeavor Air
Industry Airlines/Aviation
Experience
Endeavor Air  June 2015 - Present
American Eagle Airlines  September 2014 - June 2015
U.S. Trust   May 2013 - September 2014
U.S. Trust   October 2011 - May 2013
Vanguard  June 2011 - October 2011
Red Ventures  June 2010 - May 2011
Red Ventures  January 2010 - June 2010
CLT Real Estate Services, Inc.   September 2005 - January 2010
Atlantic Southeast Airlines  September 2004 - September 2005

Skills
Sales Management, SQL, Excel, Microsoft Office, Project Management, Account Management, Customer Service, New Business Development, Team Leadership, Contract Negotiation, Management, Sales, Financial Analysis, Business Analysis, Cold Calling, Networking, Leadership, Portfolio Management, Strategic Planning, Microsoft Excel, Digital Marketing, Budgets, Investments, Risk Management, Business Development, Banking, Call Centers, Finance, Project Planning, Analysis

Education
East Carolina University   2010 — 2014
MBA, Management and Finance

The University of Texas at Austin   1994 — 1999
BA, Psychology

Thomas Bates Thomas Bates Greensboro, North Carolina Details
Thomas Bates's US Trust Experience September 2015 - Present
Job Portfolio Manager Associate at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   September 2015 - Present
Huguenot Fuels   October 2014 - September 2015
The Palmetto Group  May 2014 - August 2014
Northwestern Mutual  May 2013 - March 2014
Seabrook Island   May 2011 - August 2011

Skills
Financial Analysis, Finance, Financial Modeling, Valuation, Microsoft Excel, Data Analysis, Retirement Planning, Sales, Leadership, Analysis, Access, Risk Management, Strategic Financial..., Investments, Insurance, Mutual Funds, Financial Planning

Education
College of Charleston   2009 — 2013
Bachelor of Science, Finance

Dionne Gumbs Dionne Gumbs Washington D.C. Metro Area Details
Dionne Gumbs's US Trust Experience January 2015 - Present
Job Senior Vice President at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   January 2015 - Present
Wealthrive, Inc.   April 2013 - 2015
Bernstein Global Wealth Management  2010 - 2013
JP Morgan  September 2007 - 2010
Lone Pine Capital  2002 - 2005
SEI  2000 - 2002

Skills
Asset Managment, Hedge Funds, Financial Services, Equities, Investor Relations, Investments, Estate Planning, Alternative Investments, Fixed Income, Capital Markets, Series 7, Securities, Wealth Management, Multi-generational..., Stock Management, Asset Management, Mentoring, Asset Allocation, Venture Capital, Investment Strategies, Investment Advisory, Investment Management

Education
Columbia University - Columbia Business School   2005 — 2007
Master of Business Administration (MBA)

University of Pennsylvania   1996 — 2000
BA

Poly Prep

Anthony Valvo Anthony Valvo Greater New York City Area Details
Anthony Valvo's US Trust Experience April 2014 - Present
Job Managing Director, Market Sales Executive at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   April 2014 - Present
PNC Wealth Management  May 2013 - April 2014
Barclays Wealth  January 2010 - April 2013
Citigroup  July 1997 - October 2009
Citigroup  September 2001 - June 2006
Citigroup  June 1998 - September 2001
Bank of New York Mellon  1996 - 1998
Bank of New York Mellon  1996 - 1998
National Westminster Bank  July 1993 - May 1996

Skills
Business Strategy, Business Analysis, Coaching, Deal Execution, Product Development, Product Marketing, Banking, Corporate Finance, Credit, Finance, Financial Analysis, Financial Modeling, Financial Risk, Hedge Funds, Investments, Loans, Management, Mergers, Portfolio Management, Program Management, Risk Management, Securities, Strategy, Wealth Management

Education
City University of New York-Brooklyn College   1986 — 1991
BA, Economics

Xaverian High School   1982 — 1986

Carly Robin Carly Robin Greater Chicago Area Details
Carly Robin's US Trust Experience April 2013 - Present
Job Estate Settlement Officer
Industry Law Practice
Experience
U.S. Trust   April 2013 - Present
Marketing Werks  January 2013 - March 2013
Lowis & Gellen  May 2011 - December 2012
Allison, Slutsky and Kennedy   January 2011 - May 2011
Cook County Court - Law Division   June 2010 - August 2010
MSNBC - Hardball with Chris Matthews   June 2008 - August 2008

Education
Chicago-Kent College of Law, Illinois Institute of Technology   2009 — 2012
Juris Doctor

University of Maryland College Park   2005 — 2009
Bachelor of Arts (B.A.), Political Science and Government

Anna Ginzburg Anna Ginzburg Greater New York City Area Details
Anna Ginzburg's US Trust Experience April 2014 - Present
Job Assistant Vice President, Investment Strategist I at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   April 2014 - Present
Bank of America Merrill Lynch  July 2013 - April 2014
Bank of America Merrill Lynch  July 2011 - July 2013
Thomson Reuters  June 2010 - August 2010
Octavian Advisors   October 2009 - May 2010
InterExchange  July 2009 - August 2009
Hillary Rodham Clinton’s Senate Office   May 2008 - July 2008

Skills
Bloomberg, Fixed Income, Derivatives, Financial Analysis, Data Analysis, Microsoft Excel, Writing, Economics, Analytics, Risk Management, PowerPoint, Project Management, Research, Volunteering, Public Speaking, Hedge Funds, Portfolio Management

Education
Columbia University in the City of New York   2007 — 2011
BA, Economics, Political Science

Stuyvesant High School   2003 — 2007

Tim Stephenson, CTFA Tim Stephenson, CTFA Bradenton, Florida Details
Tim Stephenson, CTFA's US Trust Experience June 2010 - August 2014
Job Graduate Student at Southeastern Baptist Theological Seminary
Industry Higher Education
Experience
Southeastern Baptist Theological Seminary  August 2013 - Present
US Trust   June 2010 - August 2014
U.S. Trust   June 2009 - August 2009

Skills
Estate Planning, Trust Management, Investments, Wealth Management, Strategic Financial..., Retirement Planning

Education
Campbell University   2005 — 2010
Master of Business Administration (MBA), Trust and Wealth Management

TERI ENGEL TERI ENGEL Greater New York City Area Details
TERI ENGEL's US Trust Experience July 2014 - Present
Job Customer Sales and Service Officer at U.S. Trust
Industry Banking
Experience
U.S. Trust   July 2014 - Present
Capital One  July 2011 - July 2014
Astoria Federal Savings  February 2004 - January 2011
Long Island Savings Bank  June 1986 - September 1995

Skills
Commercial Banking, Credit, Retail Banking, Banking, Loans, Wealth and Asset..., Personal Trust..., Financial Analysis, Financial Reporting, Budget Process, Branch Banking, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Strategic Planning, Performance Management, Performance Appraisal, Photography, Bank Secrecy Act, Private Banking, Portfolio Management, Operational Risk..., Insurance, Relationship Management, Operational Risk, Credit Risk, Risk Management, Finance, AML, Financial Services, Credit Analysis, Customer Service, Treasury Management, Cross Selling, Deposits, Investment Banking, Core Banking, Financial Risk, Branch Management, Cash Management

Education
Dowling College
Bachelor of Business Administration (BBA), Business Administration and Management, General

Emily Jones, Esq. Emily Jones, Esq. Hartford, Connecticut Details
Emily Jones, Esq.'s US Trust Experience December 2014 - Present
Job Officer; Trust Administration Officer II at U.S. Trust
Industry Law Practice
Experience
U.S. Trust   December 2014 - Present
Freelance  June 2014 - November 2014
Tavano McCuin   February 2014 - April 2014
Stewart Title  January 2014 - February 2014
Keyes & Donnellan   June 2013 - September 2013
Law Office of Elizabeth M. Dougal   January 2013 - May 2013
Massachusetts Office of the Attorney General  August 2012 - December 2012
Moriarty Law   May 2012 - July 2012
Gottesman, Wolgel, Malamy, Flynn & Weinberg, P.C.   January 2009 - October 2010
Harmon Law Offices  February 2006 - September 2008

Skills
Westlaw, Word, Research, Outlook, HTML, Microsoft Word, Legal Research, Public Speaking, Litigation, Lexis, Nonprofits, Courts, PowerPoint, Legal Assistance, Appeals, Arbitration, Hearings, Motions, Estate Planning, Family Law, Notary Public, Wills, Trials, Real Estate Transactions, LexisNexis

Education
Western New England University School of Law   2011 — 2014
JD

City University of New York-Hunter College   2008 — 2011
B.A, Political Science

Stonehill College   2005 — 2007
International Studies; Political Science

Holbrook Jr/Sr High School   2001 — 2005

Carmen E. Medina Carmen E. Medina Greater New York City Area Details
Carmen E. Medina's US Trust Experience 1990 - 1993
Job Financial Planning & Analysis,Budgeting,Forecasting,Financial Reporting,Capital,Cash Flow,SOX
Industry Pharmaceuticals
Experience
Pfizer Pharmaceuticals  July 2010 - Present
Pfizer  November 2004 - July 2010
PSEG  2001 - 2004
NICE Systems  April 2000 - April 2001
NY Waterway  April 1998 - April 2000
Krasdale Foods, Inc.   October 1993 - April 1998
U.S. Trust   1990 - 1993

Skills
Strategic Financial..., Financial Forecasting, Long Range Planning, Hyperion Financial Mgmt..., Capital..., Process Improvement, Business Operations..., Procurement, Financial Analysis, Cost Reduction..., Project Portfolio..., Acquisition Integration, Global Operations, People Management, PowerPoint, Divestitures, Cash Flow Management, Cash Flow Forecasting, Capital Management, Staff Development, Global Logistics, Credit Risk, Credit Analysis, Oracle, SAP R/3, Business Objects, Cognos, Excel, Accounting, Management, Hyperion Enterprise, Cash Flow, Finance, Hyperion

Education
Seton Hall University   2003 — 2005
MBA, Finance/Accounting

City University of New York-Herbert H. Lehman College   1988 — 1991
BS, Accounting

Elisa-Beth Perry Elisa-Beth Perry Greater New York City Area Details
Elisa-Beth Perry's US Trust Experience February 2015 - Present
Job Portfolio Manager Asst. at U.S. Trust, Bank of America Global Wealth Management
Industry Financial Services
Experience
U.S. Trust   February 2015 - Present
U.S. Trust   March 2014 - February 2015
Bank of America  May 2012 - March 2014
Bank of America  December 2007 - May 2012

Skills
Customer Service, Management

Education
City University of New York

Hofstra University

Leslie Dunn Leslie Dunn San Francisco Bay Area Details
Leslie Dunn's US Trust Experience November 2006 - Present
Job VP, Business Development Strategist
Industry Financial Services
Experience
U.S. Trust   November 2006 - Present

Skills
Investments, Portfolio Management, Strategy, Equities, Private Equity

Education
IESE Business School   2004 — 2005
EMBA

Concordia University   1995 — 1996
Minor

California State University   1992 — 1996
BA

Charlie York, CFA Charlie York, CFA Washington D.C. Metro Area Details
Charlie York, CFA's US Trust Experience 2013 - 2014
Job Principal and Senior Client Advisor at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust  2014 - Present
Kogod School of Business, American University  2010 - Present
USO of Metropolitan Washington  2013 - 2015
U.S. Trust   2013 - 2014
U.S. Trust   2011 - 2014
Wells Fargo Private Bank  2006 - 2011

Skills
Portfolio Management, Wealth Management, Asset Allocation, Alternative Investments, Equities, Asset Managment, Mutual Funds, Equity Research, Hedge Funds, Investment Management, Investment Advisory, Asset Management, Wealth Management..., Investment Strategies, High Net Worth..., Bloomberg, Financial Modeling, Investments, Capital Markets, Securities, Fixed Income, Series 7

Education
Northwestern University - Kellogg School of Management
MBA

Cornell University

Deerfield Academy

Rene Kafka Rene Kafka Greater New York City Area Details
Rene Kafka's US Trust Experience September 2006 - August 2011
Job
Industry Medical Practice
Experience
U.S. Trust   September 2006 - August 2011
Bo'em  March 2006 - May 2006
Michael Kors  July 2005 - October 2005
Siouxland Community Blood Bank  September 2003 - May 2004

Education
New York College of Podiatric Medicine   2011 — 2015
Doctor of Podiatric Medicine

Fashion Institute of Technology   2004 — 2005
Associate of Applied Science (AAS), Accessory Design

Washington University in St. Louis   1999 — 2003

Jeannie Mongiello Jeannie Mongiello Greater New York City Area Details
Jeannie Mongiello's US Trust Experience 2004 - 2007
Job
Industry Construction
Experience
K. Hovnanian Homes  September 2010 - Present
TIAA-CREF  May 2007 - February 2009
U.S. Trust   2004 - 2007
Prudential Financial  April 1977 - February 2004

Skills
Succession Planning, Onboarding, Applicant Tracking..., Human Resources, Talent Management, Recruiting, Talent Acquisition, Employee Relations, HRIS, Deferred Compensation, Sourcing, Vendor Management, Performance Management, Temporary Placement, Management, Leadership, Resume Writing, Interviews, Career Development, Staffing Services, CRM

Education
Fairleigh Dickinson University   2009 — 2010

Rider University   1989 — 1993
MBA

Rider University   1985 — 1989
BSBA

Society for Human Resource Managers

Chris Guzman Chris Guzman Orlando, Florida Area Details
Chris Guzman's US Trust Experience June 2005 - July 2006
Job Director, Executive and Operations Compensation at Darden
Industry Human Resources
Experience
Darden  March 2014 - Present
Darden Restaurants  October 2011 - March 2014
Darden Restaurants  July 2008 - November 2011
Pearl Meyer & Partners  July 2006 - June 2008
U.S. Trust   June 2005 - July 2006

Education
Cornell University   2001 — 2005
B.S.

Thomas B. Egan, CIMA® Thomas B. Egan, CIMA® Downers Grove, Illinois Details
Thomas B. Egan, CIMA®'s US Trust Experience September 2013 - April 2015
Job Portfolio Manager & Wealth Advisor at Trust Company of Illinois
Industry Investment Management
Experience
Trust Company of Illinois  July 2015 - Present
U.S. Trust   September 2013 - April 2015
U.S. Trust   2009 - September 2013
LaSalle Bank / U.S. Trust   2004 - 2009
Bank One  2001 - 2004

Skills
Asset Allocation, High Net Worth..., Wealth Management, Portfolio Management, Investment Management, Wealth Management..., Asset Managment, Investments, Investment Strategies, Equities, Mutual Funds, Investment Advisory, Hedge Funds, Fixed Income, Alternative Investments, Asset Management, Bonds

Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA), Finance

University of Denver
Bachelor of Science (BS), Business Management

Elizabeth Erdelyi Elizabeth Erdelyi Greater New York City Area Details
Elizabeth Erdelyi's US Trust Experience 2004 - 2004
Job Executive Vice President, Peridrome Corporation
Industry Financial Services
Experience
Peridrome Corporation   February 2007 - Present
Lord Abbett & Co.   2004 - 2007
U.S. Trust   2004 - 2004
JP Morgan Chase – Investment Bank   2000 - 2003
KPMG Consulting  1998 - 2000
SIAC (American Stock Exchange)   1996 - 1998
EuroBrokers  1995 - 1996
Dendrite International Inc.  1989 - 1995

Education
Columbia University in the City of New York
MS

Eötvös Loránd University
MA, MS

Amy Ko, CTFA Amy Ko, CTFA San Francisco, California Details
Amy Ko, CTFA'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
Fiduciary Trust Company  May 2013 - December 2014
U.S. Trust   January 2010 - May 2013
Bank of America  July 2004 - January 2010
Fleet Bank/ Quick & Reilly   November 2001 - June 2004
Fleet National Bank  November 2000 - November 2001

Skills
Series 7, Insurance, Credit, Banking, Private Banking, Strategic Planning, Financial Advisory, Customer Service, Alternative Investments, Estate Planning, Loans, Series 63, Wealth Management, Wealth Management..., Asset Allocation, Investments, Mortgage Lending, Investment Management, Financial Services, Asset Management, Portfolio Management, Relationship Management, Wealth, Mutual Funds, Securities, Equities, Fixed Income, Investment Advisory, Strategic Financial..., Retirement Planning, Investment Strategies, Business Development, High Net Worth..., Bonds, Retirement, Finance, Credit Analysis, Commercial Lending, Commercial Banking, Series 6, Financial Risk, Risk Management, Series 65, Derivatives, Private Equity, Cross Selling, 401k, Cash Management, Retail Banking, Life Insurance

Education
Cannon Institute of Higher Learning   2013 — 2015

Northeastern University - Graduate School of Business Administration   2008 — 2011
M.B.A., Specializations in Marketing & Corporate Renewal

University of Massachusetts Boston   1999 — 2004
B.S., General Business Management

Andrew Huber Andrew Huber West Palm Beach, Florida Area Details
Andrew Huber's US Trust Experience April 2007 - Present
Job SVP Tax / Wealth Structuring at U.S. Trust
Industry Banking
Experience
U.S. Trust   April 2007 - Present
Comiter, Singer, Baseman & Braun LLP   June 2003 - April 2007
Baker & McKenzie  2000 - 2003
Deloitte  1998 - 2000
Rollnick & Linden, P.A.   1996 - 1997

Skills
Alternative Investments, Asset Management, Due Diligence, Estate Planning, Estate Tax Planning, Financial Analysis, High Net Worth..., International Tax, Investment Advisory, Private Equity, Securities, Strategic Financial..., Tax, Tax Law, Trust Services, Series 7, Wealth Management, Trusts, Wills, Wealth Management..., Estate Administration, Mergers, Investment Management, Financial Planning

Education
University of Florida - Fredric G. Levin College of Law   1997 — 1998
LL.M., Taxation

University of Miami School of Law   1993 — 1996
J.D., Taxation

Emory University   1989 — 1993
BA, Economics; History

Christopher Hannah Christopher Hannah New York, New York Details
Christopher Hannah's US Trust Experience June 2013 - Present
Job Assistant Vice President; Portfolio Manager Associate at U.S. Trust
Industry Investment Management
Experience
U.S. Trust   June 2013 - Present
Morgan Stanley  October 2009 - June 2013
Martson, Deardorff, Williams & Otto   May 2008 - January 2009
Lennox Vineyards   May 2007 - August 2007

Education
Dickinson College   2005 — 2009
BA

Christ School   2002 — 2005

2016 Level III Candidate in the CFA Program

Robert MacDonnell Robert MacDonnell Greater Boston Area Details
Robert MacDonnell's US Trust Experience 1998 - 2007
Job Financial Services Executive
Industry Financial Services
Experience
Cambridge Associates  2014 - Present
Wells Fargo  2009 - 2014
Wealth Management & Private Banking   2008 - 2009
U.S. Trust   1998 - 2007
Bank of New York  1994 - 1998

Skills
Asset Allocation, Mergers & Acquisitions, Wealth Management, Financial Services, Strategy, Consulting, Estate Planning, Financial Reporting, Asset Management, Asset Managment, Investments, Alternative Investments, Management, Securities, Hedge Funds

Education
Columbia University - Columbia Business School
MBA

Fordham University School of Law
JD

University of Delaware
BS

Steve Warne Steve Warne Albany, New York Area Details
Steve Warne's US Trust Experience 2007 - October 2009
Job Product Service Supervisor at Lowe's Companies, Inc.
Industry Financial Services
Experience
Lowe's Companies, Inc.   November 2014 - Present
Bank of America  November 2009 - February 2014
Bank of america  September 2008 - November 2009
U.S. Trust   2007 - October 2009
Bank of America  2001 - October 2007

Skills
Vendor Management, Banking, Risk Management, Process Improvement, Portfolio Management, SDLC, Business Analysis, Program Management, IT Strategy, Disaster Recovery, Change Management, Project Portfolio..., Management, Business Process..., PMO

Education
Embry-Riddle Aeronautical University   1988 — 1991
operational logistics

Thompson   1973 — 1980

Steve Avolanti Steve Avolanti Greater New York City Area Details
Steve Avolanti's US Trust Experience March 2003 - July 2007
Job SVP at US Trust, Bank of America Private Wealth Management
Industry Information Technology and Services
Experience
US Trust, Bank of America Private Wealth Management  June 2007 - Present
U.S. Trust   March 2003 - July 2007
U.S. Trust   February 1999 - March 2003
Salomon Smith Barney  July 1995 - March 1999

Skills
Portfolio Management, Wealth Management..., IT Portfolio, Portfolio Analytics..., Management, Leadership, Asset Allocation, Banking, Business Development, Analytics, Vendor Management, Change Management, Program Management, Process Improvement, Analysis, Business Process, Integration, Wealth Management, Investments, Asset Management, Strategic Financial..., SDLC, Investment Management, Investment Banking, Technology

Education
City University of New York
Computer Information Systems

New York University - SCPS
Information Technology Project Management

Bank of America Emerging Leaders Program
Organizational Leadership

J Timothy Delaney J Timothy Delaney Greater Boston Area Details
J Timothy Delaney's US Trust Experience May 2015 - Present
Job Senior Vice President at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   May 2015 - Present
Atlantic Trust  February 2012 - May 2015
Pillar Financial Advisors  April 2008 - February 2012
Lowell Blake and Assoc   November 2003 - April 2008

Education
D'Amore-McKim School of Business at Northeastern University   2002 — 2004
MSF, Finance

Fairfield University   1992 — 1996

Julie Zaremba Julie Zaremba Locust Valley, New York Details
Julie Zaremba's US Trust Experience January 1986 - February 1989
Job Partner, LZ Brokerage, Inc.
Industry Insurance
Experience
LZ Brokerage, Inc.   February 1989 - Present
U.S. Trust   January 1986 - February 1989

Skills
Disability Insurance, Insurance, Term Life Insurance, Fixed Annuities, Life Insurance, Property & Casualty..., Long Term Care Insurance, Employee Benefits, Retirement Planning, IRAs, General Insurance, Universal Life, Brokers, Reinsurance, Underwriting, Financial Services, Strategic Financial..., Financial Planners, Health Savings Accounts, Retirement, Whole Life, Health Insurance, Critical Illness, 401k, Commercial Insurance, Long-term Care, Pensions, Small Business, Casualty, Legal Liability, Estate Planning, Income Protection, Roth IRA, Wealth, Financial Advisory, Financial Planning, Medicare

Education
City University of New York-College of Staten Island   1983 — 1985

Tottenville High School

Larry Stern Larry Stern Greater Chicago Area Details
Larry Stern's US Trust Experience 2009 - 2010
Job Director at Grosvenor
Industry Financial Services
Experience
Vice President at Grosvenor Capital Management   November 2010 - Present
U.S. Trust   2009 - 2010
American National Bank Chicago   June 1983 - November 1998

Skills
Asset Management, Negotiation, Entrepreneurship, Alternative Investments, Private Equity, Portfolio Management, Hedge Funds, Due Diligence, Investments, Financial Analysis, Equities, Investment Management, Investment Strategies, Asset Allocation, Finance, Financial Modeling, Series 7, Wealth Management

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1984 — 1987
graduate degree in finance

Indiana University Bloomington   1979 — 1983
bachelor of finance, Finance, General

Theresa Halpern Theresa Halpern Greater New York City Area Details
Theresa Halpern's US Trust Experience February 1981 - Present
Job SVP at US Trust
Industry Investment Management
Experience
US Trust   February 1981 - Present
U.S. Trust Bank of America Private Wealth Management   1981 - Present
U.S. Trust   1981 - Present

Skills
Wealth Management, Trust Services, Wealth Management..., Alternative Investments, High Net Worth..., Asset Management, Asset Allocation, Series 7, Private Banking, Investment Management, Securities

Education
City University of New York-Brooklyn College   1987 — 1994

Joseph Dalton, CFA, CAIA Joseph Dalton, CFA, CAIA Greater Boston Area Details
Joseph Dalton, CFA, CAIA's US Trust Experience October 2012 - Present
Job Senior Vice President Manager Specialty Products Trading Desk at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   October 2012 - Present
NASDAQ  November 2005 - June 2012
Boston Stock Exchange  November 2005 - August 2008
MassMutual Financial Group  May 2005 - November 2005
Wachovia Securities  February 2001 - June 2003
Smith Barney  January 1999 - January 2001

Skills
Bloomberg, Equities, Investments, Securities, Derivatives, Trading, Risk Management, Valuation, Financial Analysis, Portfolio Management, Financial Markets, Investment Strategies, Asset Allocation, Options, Alternative Investments, Wealth Management, Microsoft Excel, Financial Services, Asset Management, Capital Markets, Fixed Income, Trading Systems, Series 7, Hedge Funds, Mutual Funds, FINRA, Equity Trading, Series 63, ETFs, Equity Derivatives, Investment Advisory

Education
Clark University   2003 — 2005
MBA, Finance/Management

Loyola University Maryland   1994 — 1998
BBA, Finance

Sachem High School   1990 — 1994

Jennifer Martay Jennifer Martay Greater Chicago Area Details
Jennifer Martay's US Trust Experience February 2000 - Present
Job Vice President, Trust Officer at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   February 2000 - Present
American National Bank  July 1993 - January 2000

Education
Northwestern University   1997 — 1999
M.S., Communications

DePauw University   1989 — 1993
B.A., Political Science

Kristina M. Moore Kristina M. Moore Chicago, Illinois Details
Kristina M. Moore's US Trust Experience April 2012 - Present
Job Assistant Vice President at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   April 2012 - Present
U.S. Trust   July 2010 - April 2012
Cornell University Study Abroad Office   August 2009 - December 2009
U.S. Trust   May 2009 - August 2009
L&M Production Design Group  May 2008 - August 2008

Skills
PowerPoint, Microsoft Excel, Marketing, Strategic Planning, Client Services, Event Planning, Business Communications, Access, Financial Services, Financial Modeling, Finance, Reporting & Analysis, Lead Generation, Change Management, Visio, Photoshop, Marketing Communications, Microsoft Word, Management, Financial Analysis, Leadership, Mobile Communications, Social Media

Education
Cornell University   2006 — 2010
Bachelor's Degree, Communication, Applied Economics and Management

Tnyetta Mitchell Tnyetta Mitchell Greater New York City Area Details
Tnyetta Mitchell's US Trust Experience June 1993 - Present
Job Private Client Manager at U.S. Trust
Industry Banking
Experience
U.S. Trust   June 1993 - Present
U.S. Trust   April 2012 - September 2014
U.S. Trust   June 2009 - 2012
Bank of America  2007 - 2008
Bank of America  2005 - 2007
Bank of America  2003 - 2005
Bank of America  1997 - 2003
Bank of America  1995 - 1997
Bank of America  1993 - 1995

Skills
Management, Project Management, Team Leadership, Performance Management, Performance Improvement, Performance Appraisal, Manage Client..., Business Development, Operations Management, Sales Management, Managing Associates, Process Improvement, Client Relations Skills, Customer Satisfaction, Wealth Management, Banking, Relationship Management, Credit, Portfolio Management, Public Speaking, Strategy, Mergers & Acquisitions, Fixed Income, Asset Management

Education
Columbia University in the City of New York   2007 — 2008
Post Baccalaureate Business Certificate

Wesleyan University   1989 — 1993
Bachelor's degree, Political Science and Government

Fordham University - Graduate School of Business Administration

Annemarie Hare Annemarie Hare Tampa/St. Petersburg, Florida Area Details
Annemarie Hare's US Trust Experience January 2007 - April 2011
Job Wealth Strategist at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation  November 2013 - Present
The Bank of Tampa  November 2011 - November 2013
U.S. Trust   January 2007 - April 2011

Skills
Portfolio Management, Banking, Consumer Lending, Loans, Mergers & Acquisitions, Credit, Strategic Planning, Retail Banking, Small Business Lending, Commercial Banking, Commercial Lending, Investments, Credit Analysis, Strategic Financial..., Mortgage Lending, Finance

Education
Emory University   1983 — 1987
BA, Economics, French

Eric Anders Eric Anders Greater New York City Area Details
Eric Anders's US Trust Experience August 2011 - Present
Job Senior Vice President and Trust Relationship Officer
Industry Investment Management
Experience
U.S. Trust   August 2011 - Present
The Provident Bank  2003 - August 2011
Rumson Fair-Haven Bank & Trust   2000 - 2003
The Chase Private Bank   1992 - 2000
National Westminster Bank  1987 - 1992
Fist Fidelity Bank   1984 - 1987

Skills
Investments, Banking, Financial Services, Sales, Wealth Management, Investment Advisory, Estate Planning, Asset Management, Portfolio Management, Trust Services, Leadership, Alternative Investments

Education
Drew University   1980 — 1983
BA, Economics

Ned Muskie Ned Muskie Washington D.C. Metro Area Details
Ned Muskie's US Trust Experience April 2010 - April 2014
Job Managing Director at Convergent Wealth Advisors
Industry Financial Services
Experience
Convergent Wealth Advisors  June 2014 - Present
U.S. Trust   April 2010 - April 2014
HSBC  January 2004 - December 2008
Wachovia Corporation  1993 - 2005
The Riggs National Bank   October 1985 - October 1993

Skills
Wealth Management, Banking, Wealth Management..., Commercial Banking, Credit, Risk Management, High Net Worth..., Series 7, Capital Markets, Investment Banking, Portfolio Management, Estate Planning, Private Banking, Investment Advisory, Investment Management

Education
Duke University   1980 — 1984
Bachelor of Arts (B.A.), Political Science

Christopher Haliskoe Christopher Haliskoe Greater New York City Area Details
Christopher Haliskoe's US Trust Experience August 2013 - Present
Job Client Sales and Service Officer at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   August 2013 - Present
KINGSBRIDGE   October 2012 - March 2013
ING Financial Partners  May 2011 - October 2012
Morgan Stanley Smith Barney  August 2010 - April 2011

Skills
Leadership, Marketing, Management, Advertising, Business Planning, Finance, Program Management, Recruiting, Budgets, Research, Financial Services, Employee Benefits, Small Business, Series 7, Creative Direction, Financial Analysis, Series 63, Investments, Asset Allocation, Strategic Financial..., Microsoft Office, Retirement Planning, Mutual Funds, Sales, Financial Planning

Education
Fairfield University   2006 — 2010
B.S., Economics

Don Bosco Prep   2002 — 2006

Suzette Aviles Suzette Aviles Greater New York City Area Details
Suzette Aviles's US Trust Experience 2004 - 2007
Job Special Gifts Officer at North ShoreLIJ Health System
Industry Fund-Raising
Experience
North Shore-LIJ Health System  February 2015 - Present
Cystic Fibrosis Foundation  August 2011 - February 2015
Memorial Sloan-Kettering Cancer Center  July 2009 - August 2011
Macquarie  2008 - 2009
U.S. Trust   2004 - 2007

Skills
Fundraising, Non-profits, Volunteer Management, Philanthropy, Higher Education, Annual Giving, Nonprofits, Grant Writing, Stewardship, Grants, Board Development, Community Outreach, Fundraisers, Prospect Research, Program Development, Alumni Relations, Event Planning, Event Management

Education
Columbia University in the City of New York
Master's degree, Fundraising Management

Fordham University
Bachelor of Arts (B.A.), Communications/Media

Academy of Mount Saint Ursula
High School

Christie Kneeland Christie Kneeland Boston, Massachusetts Details
Christie Kneeland's US Trust Experience October 2012 - Present
Job Client Sales & Service Officer at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   October 2012 - Present
Bank of America  September 2010 - October 2012
Arbonne International  January 2010 - September 2010
Newport National Golf Course   January 2004 - January 2009
Towerstream  2008 - 2009
Warner Productions L.L   January 2008 - March 2008

Skills
Mortgage Lending, Sales Process, Financial Analysis, Management, Salesforce.com, Credit Analysis, Sales Management, Call Centers, Sales, Cold Calling, Retail Banking, Customer Service, Credit, Loans, Marketing, Direct Sales, Banking, Leadership, Account Management, New Business Development

Education
Clemson University - College of Business and Behavioral Science   2004 — 2007
B.S., Management, Executive Leadership & Entrepreneurship

Irial O Neill Irial O Neill Miami, Florida Details
Irial O Neill's US Trust Experience 2012 - Present
Job Vice President, Private Banking Specialist at U.S. Trust
Industry Banking
Experience
U.S. Trust   2012 - Present
US Trust   2010 - 2012
Bank of America  2007 - October 2010

Skills
Banking, Loans, Credit, Retail Banking, Commercial Banking, Mortgage Lending, Consumer Lending, Microsoft Excel, PowerPoint, Strategic Planning, Management, Customer Engagement, Client Development, Manage Client...

Education
Dublin City University   2002 — 2003
H.Dip. (IT), Information Technology

Trinity College Dublin   1997 — 2001
B.Sc. (Mgmt), Business Management & Marketing

Kristin Garbarino Kristin Garbarino Greater New York City Area Details
Kristin Garbarino's US Trust Experience December 2013 - Present
Job AVP, Strategy Execution Lead II at U.S. Trust
Industry Banking
Experience
U.S. Trust   December 2013 - Present
Bank of America  June 2011 - Present
Bank of America  June 2009 - June 2011
Birinyi Associates  September 2008 - April 2009
Merrill Lynch  June 2008 - August 2008
Merrill Lynch  January 2008 - April 2008

Education
Fairfield University   2005 — 2009
Bachelors of Science, Accounting and Finance

William Banulski William Banulski Greater New York City Area Details
William Banulski's US Trust Experience July 2015 - Present
Job VP, Private Client Associate U.S. Trust
Industry Financial Services
Experience
U.S. Trust   July 2015 - Present
Comcast  May 2012 - July 2015
Power Home Remodeling Group  May 2011 - May 2012
Westminster School  November 2007 - May 2011
Northwestern Mutual  March 2009 - February 2010

Skills
Microsoft Office, Customer Service, Team Leadership, PowerPoint, Microsoft Excel, Microsoft Word, Social Networking, Sales, Leadership

Education
Central Connecticut State University
Bachelor of Science (BS), Business Marketing

Springfield College

Ray Bligh Ray Bligh Greater Boston Area Details
Ray Bligh's US Trust Experience August 2006 - August 2008
Job Principal at Bounty Management
Industry Investment Management
Experience
Bounty Management   August 2008 - Present
U.S. Trust   August 2006 - August 2008
Bank of America  October 2000 - August 2006
American Express  August 1998 - October 2000
JP Morgan Chase  February 1995 - August 1998

Skills
Portfolio Management, Alternative Investments, Investment Management, Private Equity, Corporate Finance, Relationship Management, Business Development, Marketing, Mergers, Product Management, Business Strategy, Product Development

Education
Columbia University - Columbia Business School
MBA, Finance

Colby College
BA

Chuck Freedman, CFA Chuck Freedman, CFA Saint Louis, Missouri Details
Chuck Freedman, CFA's US Trust Experience 2001 - September 2011
Job Senior VP & Portfolio Manager at Commerce Trust Co
Industry Investment Management
Experience
Commerce Trust Company  October 2011 - Present
U.S. Trust   2001 - September 2011

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

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1982 — 1984
mba, business

East Carolina University - College of Business   1974 — 1978
bsba, Accounting

Natalie Koletic Natalie Koletic Charlotte, North Carolina Area Details
Natalie Koletic's US Trust Experience May 2014 - Present
Job CSSO at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   May 2014 - Present
Bank of America  April 2010 - Present
Tiger Capital   January 2000 - April 2010
Managment Recruiters  January 1992 - January 1995
BB&T  January 1989 - January 1991
Bank of America (formerly Nationsbank)   January 1986 - January 1989

Skills
Microsoft Excel, Mortgage Lending, Commercial Banking, Loans, Banking, Investments, Program Management, Leadership, Microsoft Office, Underwriting, Management, Commercial Real Estate, Financial Services

Education
University of North Carolina at Chapel Hill   1982 — 1986
BSBA, Finance

Duke University
Fuqua School of Business - Executive Program Cash Management

University of North Carolina at Greensboro
Bryan College of Business - Graduate Studies

Vanessa Merenda Vanessa Merenda Greater New York City Area Details
Vanessa Merenda's US Trust Experience November 2013 - Present
Job Portfolio Manager Associate at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   November 2013 - Present
Bank of America  June 2011 - November 2013
Bank of America  June 2009 - June 2011
Merrill Lynch  June 2008 - August 2008
Citibank Smith Barney   June 2007 - August 2007

Skills
Finance, Portfolio Management, Managerial Finance, Equities, Bloomberg, Asset Management, Capital Markets, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investments, Management, Mutual Funds, Valuation

Education
Fairfield University   2005 — 2009
Bachelor of Science, Finance and Information Systems

Florence University of the Arts   2007 — 2007

The Ursuline School   2001 — 2005

Silas Cooley Silas Cooley Charlotte, North Carolina Details
Silas Cooley's US Trust Experience 2008 - 2008
Job Investment Advisor at Byron Financial LLC
Industry Financial Services
Experience
Byron Financial LLC   2014 - Present
Vanguard  March 2010 - 2013
U.S. Trust   2008 - 2008

Skills
Wealth Management..., Mutual Funds, Strategic Financial..., Retirement Planning, Wealth Management, Estate Planning, ETFs, Series 7, Asset Allocation, Series 63, Manage Client..., Financial Guidance, Bloomberg Terminal, Morningstar, Excel Pivot, Excel V-Lookup

Education
Campbell University   2004 — 2009
BBA, MBA, Trust and Wealth Management, Minor in Financial Planning

Alexander Ardente Alexander Ardente Greater New York City Area Details
Alexander Ardente's US Trust Experience July 2014 - July 2015
Job Analyst in the Capital Strategy Group
Industry Financial Services
Experience
Bank of America Merrill Lynch  July 2015 - Present
U.S. Trust   July 2014 - July 2015
U.S. Trust   September 2013 - July 2014
State Street Bank  January 2013 - September 2013
Family Asset Management, LLC   January 2012 - December 2012

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Real Estate, Social Media, Marketing, Social Networking, Public Speaking, Event Planning, Public Relations, Market Research, Investments, Leadership, Fundraising, Sales, Data Analysis, Access, Microsoft Word, Research

Education
College of Charleston   2008 — 2012
Bachelor of Science (B.S.), Economics

Moses Brown School   2000 — 2008

John S. Reale John S. Reale Greater New York City Area Details
John S. Reale's US Trust Experience 1975 - 1989
Job Tax Consultant at Wilkie & Wilkie
Industry Financial Services
Experience
BNY Mellon  1989 - 2008
U.S. Trust   1975 - 1989
Arthur Andersen & Co.   1971 - 1975

Skills
Tax, Preparation, Tax Returns, Tax Accounting, Trusts, Financial Analysis, Banking, Tax Research, Income Tax, International Tax, Auditing, Corporate Tax, Investments, Tax Preparation, Due Diligence, Estate Tax Planning, Financial Accounting, Accounting

Education
City University of New York-Brooklyn College   1971 — 1975
Bachelor's degree, Accounting and Business/Management

Phillip Phelts Phillip Phelts Charlotte, North Carolina Area Details
Phillip Phelts's US Trust Experience 1978 - 2000
Job Owner, self
Industry Accounting
Experience
self  2000 - Present
U.S. Trust   1978 - 2000

Education
Iona College   1975 — 1976
Tax Law/Taxation

City University of New York City College   1970 — 1973
Bachelor of Applied Science (B.A.Sc.), Anthropology

John Dawson John Dawson New York, New York Details
John Dawson's US Trust Experience 2007 - 2011
Job Investment Management Professional
Industry Investment Management
Experience
LDR Capital Management   2012 - Present
U.S. Trust   2007 - 2011
Wall Street Access  February 2007 - December 2007
Graham & Dodd Value Fund   September 2006 - August 2007
The Stanford Group   2003 - 2005
Brean Murray, Carret & Co.   2002 - 2003
Wasserstein Perella  1997 - 2001
Bankers Trust  1995 - 1997
Gerard Klauer Mattison  1993 - 1995
Chemical Bank of New York   1983 - 1986

Skills
Series 7, Series 66, Investment Management, Marketing, Institutional Investors, Series 63, Securities, Investments, Portfolio Management, Asset Managment, Financial Services, Finance, Institutional..., Valuation, Alternative Investments, Asset Management, Equity Research, Capital Markets, Bloomberg, Uniform Combined State..., Banking, Asset Allocation, Investment Strategies, Wealth Management, Fixed Income

Education
Columbia University in the City of New York   1978 — 1982
Bachelor of Arts, Political Science

Trinity School   1966 — 1978

Richard Bollman Richard Bollman Darien, Connecticut Details
Richard Bollman's US Trust Experience May 1998 - March 2009
Job Banker retired at U.S. Trust
Industry Banking
Experience
U.S. Trust   May 1998 - March 2009
JPMorgan Chase  September 1986 - May 1998

Education
Colgate University   1973 — 1977
BA, Economics

Stacey Spatz Stacey Spatz Miami/Fort Lauderdale Area Details
Stacey Spatz's US Trust Experience November 2012 - October 2015
Job Trust Administrative Officer
Industry Banking
Experience
SunTrust  October 2015 - Present
U.S. Trust   November 2012 - October 2015
Fort Lauderdale Area   July 2012 - November 2012
SunTrust Bank  September 2008 - June 2012
SunTrust Bank  December 2000 - September 2008
SunTrust Bank  August 1992 - December 2000
Federal Reserve Bank of New York  September 1986 - May 1992

Skills
Trust Services, Fiduciary Services, Organized Multi-tasker, Budget Monitoring, Wealth Management, Personal Trust..., SEI Trust 3000, Risk Management, Relationship Management, Problem Solving, Training, Research, Task Driven, Close Attention to..., Employee Benefits, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Highly detail oriented, Banking, Budget Process, Compliance, Compliance Support, Recruiting, Compensation & Benefit, Personal Financial..., Handle Confidential..., Wealth Management..., Relationship Mgmt, Customer Retention, Mentoring, Management, High Net Worth..., Investment Management, Budgets, Leadership, Trust Management, Retirement, IRAs

Education
Florida Graduate Trust School   2003 — 2005
Honors

Deer Park High School

Dowling College
Bachelor of Business Administration (BBA), Business Adminsitration and Finance

Rebecca Hetzer Rebecca Hetzer Nashville, Tennessee Details
Rebecca Hetzer's US Trust Experience February 2015 - Present
Job Private Client Manager, U.S. Trust, Bank of America Private Wealth Management
Industry Banking
Experience
U.S. Trust   February 2015 - Present
Bank of America, N. A.   May 2010 - January 2015
Bank of America N. A.   April 2007 - May 2010
Regions Financial Corporation  March 2003 - April 2007
Amsouth Bank  2003 - 2007
National City Bank  2001 - 2003

Skills
Banking, Microsoft Office, Microsoft Excel, Risk Management, Financial Analysis, Credit, Customer Service, Business Analysis, Microsoft Word, Loans, PowerPoint, Series 7, Series 63, Series 79

Education
Cumberland University   2004 — 2006
Master of Business Administration (M.B.A.), Business Administration and Management, General

Western Kentucky University   1998 — 2001
Bachelor of Science (B.S.), Business/Managerial Economics, 3.35

Shenika Davis Shenika Davis Greater Atlanta Area Details
Shenika Davis's US Trust Experience February 2014 - Present
Job Fiduciary Officer
Industry Law Practice
Experience
U.S. Trust   February 2014 - Present
Bank of America  May 2012 - February 2014
The Hamilton Law Firm  August 2010 - April 2012

Skills
Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Microsoft Excel

Education
South University   2012 — 2014
Master of Business Administration (MBA)

Faulkner University   2008 — 2011
Doctor of Law (J.D.)

Georgia Southern University   2004 — 2008
Bachelor of Arts (B.A.), History

John Pau John Pau Newtown Square, Pennsylvania Details
John Pau's US Trust Experience August 2004 - September 2007
Job Senior Equity Analyst at DuPont Capital Management
Industry Investment Management
Experience
DuPont Capital Management  June 2009 - Present
Columbia Management  October 2007 - April 2009
U.S. Trust   August 2004 - September 2007
Clover Capital Management  July 2003 - July 2004
Citigroup Asset Management  February 1999 - December 2002
Sanford C. Bernstein & Company   June 1990 - January 1999
Bear, Stearns & Company, Inc   September 1987 - April 1990
First Manhattan Company   September 1986 - September 1987
Kemper Financial Services  July 1982 - September 1986
IBM World trade Corporation  January 1979 - January 1981

Skills
Fluent in Chinese..., Global research..., Excellent financial..., 30 years of investment..., Extensive experience in..., Proven ability to...

Education
Graduate School of Business, University of Chicago   1980 — 1982
Master of Business Administration degree, Finance and Marketing

Dartmouth College   1976 — 1979
Bachelor of Arts degree, Mathematics and Economics

Mei Thoe Mei Thoe Greater Los Angeles Area Details
Mei Thoe's US Trust Experience 2000 - 2013
Job Investment Consultant at Scottrade
Industry Investment Management
Experience
Scottrade  March 2014 - Present
U.S. Trust   2000 - 2013

Skills
High Net Worth..., Wealth Management..., ETFs, Financial Markets, Options, Series 63, Investment Banking, Accounting, Management, Corporate Finance, Emerging Markets, Credit Analysis, Risk Management, Hold Series 7, Hold series 66, state insurance license

Education
Dallas Baptist University
Master of Business Administration (M.B.A.), International Business

University of North Texas
Bachelor's degree, Finance, General

Robert Buttie Robert Buttie Cranston, Rhode Island Details
Robert Buttie's US Trust Experience May 2006 - April 2009
Job Wealth Management Officer at The Washington Trust Company
Industry Banking
Experience
The Washington Trust Company  May 2014 - Present
Citizens Bank  June 2009 - May 2014
U.S. Trust   May 2006 - April 2009
Investors Bank & Trust  October 2001 - May 2006
Citizens Bank  1998 - 2001

Skills
Investments, Banking, Wealth Management, Portfolio Management, Private Banking, Wealth Management..., Estate Planning, Financial Analysis, Strategic Financial..., Mutual Funds, Asset Allocation, Financial Services, Asset Management, Retirement Planning

Education
Providence College   1988 — 1992
Bachelor of Arts (BA), History

Dominican School of Philosophy and Theology
Bachelor of Arts (BA), Philosophy

Jaclyn Kim Jaclyn Kim Greater New York City Area Details
Jaclyn Kim's US Trust Experience January 2013 - Present
Job Senior Trust Officer at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   January 2013 - Present
U.S. Trust   January 2008 - December 2012
Duane Morris LLP  September 2005 - December 2007
Withers Bergman LLP  September 2001 - August 2005

Skills
Estate Planning, Wealth Management..., High Net Worth..., Trust and Fiduciary..., Retirement Planning, Trust Services, Trusts, Wealth

Education
Fordham University School of Law   1998 — 2001
Doctor of Law (J.D.)

Cornell University   1992 — 1996
Bachelor of Science (B.S.), Human Development and Family Studies, General

Hunter College HS   1986 — 1992

Alicia M Anderson Alicia M Anderson Richmond, Virginia Details
Alicia M Anderson's US Trust Experience February 2014 - Present
Job Estate Settlement Officer I at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   February 2014 - Present
U.S. Trust   August 2005 - January 2014
Kent R. Woloson, Esq.   June 2004 - July 2005
John K. McCarthy, Esq.   June 2003 - August 2003

Skills
Estate Planning, Securities, Legal Research, Legal Writing, Legal Documents, Legal Assistance, Outlook, Banking, Due Diligence, Trusts, Insurance, Mutual Funds, Document Drafting, Microsoft Excel

Education
J Sargeant Reynolds Community College   2009 — 2014
Associates Degree, Business Administration and Management, General

Corning Community College   2001 — 2004
Associate of Science (AS), Paralegal

Daryl L. Gordon Daryl L. Gordon West Hartford, Connecticut Details
Daryl L. Gordon's US Trust Experience January 2008 - Present
Job Vice President Associate Wealth Strategist at U.S. Trust Bank of America Private Wealth Management
Industry Financial Services
Experience
U.S. Trust   January 2008 - Present
U.S. Trust   February 2006 - January 2008
Law Office of Daryl L. Gordon   March 2004 - February 2006
Pullman & Comley, LLC   May 2002 - March 2004

Skills
Wealth Management..., Alternative Investments, Wealth Management, Asset Allocation, Portfolio Management, Financial Advisory, Financial Planning, Retirement, Estate Planning, Trusts, High Net Worth..., Investments, Wealth, Legal Writing, Tax, Wills, Insurance, Risk Management

Education
Quinnipiac University School of Law   1993 — 1996
Juris Doctor, Magna Cum Laude

Central Connecticut State University   1987 — 1991
Bachelor of Arts (B.A.), Political Science

Denise Gordon-Smith Denise Gordon-Smith Brooklyn, New York Details
Denise Gordon-Smith's US Trust Experience July 2005 - August 2008
Job Auditor at New York City Campaign Finance Board
Industry Political Organization
Experience
New York City Campaign Finance Board  February 2009 - Present
U.S. Trust   July 2005 - August 2008
TIAA-CREF  January 2003 - December 2004

Skills
Compliance, Analysis, Auditing, Microsoft Word, Microsoft Excel

Education
Canarsie High School
High School Diploma, General Studies

City University of New York-Brooklyn College
Bachelor of Science (BS), Accounting

Jordan Cash Jordan Cash Charlotte, North Carolina Details
Jordan Cash's US Trust Experience May 2013 - August 2014
Job Officer; Corporate Treasury Compliance Specialist at Bank of America
Industry Banking
Experience
Bank of America  September 2014 - Present
U.S. Trust   May 2013 - August 2014

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking

Education
Charleston School of Law   2010 — 2013
Doctor of Law (JD)

Wofford College   2006 — 2010
BA, Finance

Nicholas Luciano, CIMA® Nicholas Luciano, CIMA® Pennington, New Jersey Details
Nicholas Luciano, CIMA®'s US Trust Experience 2015 - Present
Job Portfolio Oversight Manager
Industry Investment Management
Experience
U.S. Trust   2015 - Present
U.S. Trust   2010 - 2015
St. Clair CPA Solutions  2006 - 2010
Ocean City Financial Group   2005 - 2006
Vanguard  2004 - 2005

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

Education
Creighton University
Master's degree, Finance

East Carolina University
Bachelor's degree, Psychology

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