US Trust
U.S. Trust, Bank of America Private Wealth Management was founded in 1853 as the United States Trust Company of New York. It operated independently until 2000, when it was acquired by Charles Schwab, and Co., and subsequently was sold to, and became a subsidiary of, Bank of America in 2007. Acquisition date: 20 November 2006 Parent organizations: Bank of America, Bank of America, National Association Subsidiaries: U.S. Trust Co. of New York,
US Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at US Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
US Trust Salaries. You can even request information on how much does US Trust pay if you want to. Learn about salaries, pros and cons of working for US Trust directly from the past employees.
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1,967 US Trust employees in database. Find out everything there's to know about US Trust employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
US Trust Employees
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
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
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
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
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
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
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
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
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
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
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
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%)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
U.S. Trust June 2001 - Present
Skills
Wealth Management, Banking, Investments, Asset Management, Strategic Financial..., Risk Management, Asset Allocation, Loans
Education
Campbell University
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
U.S. Trust May 1998 - March 2009
JPMorgan Chase September 1986 - May 1998
Education
Colgate University 1973 — 1977
BA, Economics
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
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
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
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
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
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
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
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
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
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
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
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