US Trust Bank of America
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: November 20, 2006 Parent organizations: Bank of America, Bank of America, National Association Subsidiaries: U.S. Trust Co. of New York,
US Trust Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at US Trust Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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US Trust Bank of America Employees
US Trust, Bank of America December 2013 - Present
Bank of America May 2012 - December 2013
Wells Fargo Home Mortgage May 2010 - May 2012
Account Temps December 2008 - May 2010
NDSU Bison Micro Venture/North Dakota Innovative Business Competition October 2007 - March 2008
Southwest Electric January 2006 - January 2007
Skills
Multitasker, Creative Problem Solving, People Skills, organized, Customer Relations, Customer Service, Meeting Deadlines, Deadline Management, large case loads, working with others well, positive attitude, Self-management, Proactivity
Education
North Dakota State University 2002 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General, 2.8
University of Sunshine CoastMaroochydore
Study Abroad, Human Resource Leadership, International Business
US Trust, Bank of America July 2014 - Present
Viking Engineering & Development 2012 - 2013
Realty Executives 2005 - 2012
US Army 1999 - 2005
Skills
Trading, Marketing Strategy, Analytics, Economics, Forecasting, Microsoft Excel, Macroeconomics, SPSS, Pricing, Microsoft Technologies, MetaTrader, TradeStation, Macro Analysis, PowerPoint, Computer Network..., Electronic Trading, FX trading, Presentations, Financial Analysis, Investment Analysis, Regression Analysis, Fundamental Research, Econometrics, Data Analysis, Company Coverage, Risk Management, Marketing Strategies, Financial Modeling, Valuations, Due Diligence, Market Research, Client Service, Reporting, Documentation, Negotiations, Sell-Side Service, Investor Relations, Relationship Building, Process Improvements, Portfolio Management, Team Leadership, Team Training, Communications, MS Office Suite, CRM Software, Bloomberg, Statistics, Real Estate, Valuation, CRM
Education
The University of Texas at Dallas 2014 — 2016
Masters of Science in Finance, Investment Management
Augsburg College 2011 — 2014
Bachelor of Arts (B.A.), Economics (Major), International Business (Minor), Completed
U.S. Trust, Bank of America March 2014 - Present
CBS Watch! Magazine September 2013 - Present
CBS Watch! Magazine May 2013 - September 2013
Her Campus September 2011 - May 2013
The BU Buzz Magazine October 2011 - May 2012
Bank of America June 2011 - August 2011
Regeneron Pharmaceuticals June 2010 - August 2010
Skills
Social Media, Editing, WordPress, Writing, Digital Marketing, Corporate Communications, Storytelling, Microsoft Office, Final Cut Pro, Photography, Reporting, Marketing Communications, Social Media Listening, Consumer Insight, Brand Strategy, Event Planning, Adobe Creative Suite, iMovie, InDesign, Audacity, Visio, SEO, HTML
Education
New York University 2013 — 2014
Certificate in Digital Media Marketing
Boston University 2009 — 2013
Bachelor of Arts (B.A.), Journalism, French
Alpine Investment Management June 2013 - Present
US Trust - Bank of America June 2010 - June 2013
TIAA-CREF Institutional Trust December 2007 - June 2010
US Trust, Bank of America Private Wealth Management June 1996 - December 2007
Webster University April 2006 - June 2006
McKendree University - Lebanon, IL February 1994 - November 2002
Mercantile Trust Company June 1992 - June 1996
Skills
Investments, Portfolio Management, Investment Management, Financial Analysis, Strategic Planning, Business Development, Entrepreneurship, Leadership, Marketing Strategy, Finance, Management, Asset Allocation, Wealth Management, Series 7, Asset Managment, Private Banking, Financial Modeling, Valuation, Wealth Management..., Alternative Investments, Cash Management, Investment Advisory, Risk Management, Asset Management, Corporate Finance, Banking, Financial Services, Private Equity, Equity Research, Investment Strategies, Financial Advisory, Series 63, Derivatives, Strategic Financial..., Capital Markets, Fixed Income
Education
Saint Louis University 1990 — 1992
MBA, Finance
Saint Louis University 1983 — 1986
BSBA, Acounting and Finance
DeSmet Jesuit High School 1979 — 1983
College Prepatory
University of Missouri-Saint Louis
Mathematics
Wells Fargo June 2012 - Present
U.S. Trust, Bank of America June 2011 - August 2011
Skills
Microsoft Office, Excel, Word, PowerPoint, Financial Analysis, Microsoft Excel, Management, Risk Management, Microsoft Word, Banking, Finance, Accounting, Analysis, Customer Service, Investments, Retirement Planning, Wealth Management
Education
Roseman University 2014 — 2016
Masters, Business Administration and Management, General
Campbell University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Trust & Wealth Management
Campbell University 2008 — 2012
Trust Certificate
U.S. Trust, Bank of America January 2001 - Present
Edward Jones May 1987 - January 2001
Skills
Investments, Wealth Management
Education
Missouri State University 1982 — 1986
Bachelor of Science (BS), Accounting and Finance
Hahn Loeser & Parks LLP September 2015 - Present
U.S. Trust May 2013 - Present
US Trust, Bank of America January 2012 - May 2013
Maricopa County Attorney's Office May 2010 - August 2010
Arizona Attorney General May 2009 - August 2009
Department of Veterans Affairs May 2007 - July 2008
Skills
Legal Research, Estate Planning, Tax Law, Trust Services, Legal Writing, Gift Planning, Charitable Gift Planning, Charitable Trusts, Corporate Law, Trials, Investment Management, Trusts, Hearings, Wills, Legal Issues, Westlaw, Mediation, Lexis, Courts
Education
Boston College Law School 2008 — 2011
Doctor of Law (J.D.), Law
Arizona State University 2004 — 2007
Bachelor of Arts, History and Political Science, Summa Cum Laude
Beacon Consulting Group June 2015 - Present
EY August 2014 - June 2015
BNY Mellon August 2010 - August 2014
The Babson College Fund December 2011 - December 2012
U.S. Trust, Bank of America August 2007 - August 2010
Bryant University January 2006 - May 2007
Fidelity Investments May 2006 - April 2007
MetLife May 2005 - August 2005
Skills
Portfolio Management, Bloomberg, Trading, Finance, Barra Aegis, Leadership, Thompson One, Mutual Funds, Equities, Investment Management, Asset Allocation, Relationship Management, Factset, Thomson One, Reuters, Security Analysis, Manager Selection, Institutional..., High Net Worth..., Presentations, Private Banking, Economics, Global Macro, Wealth Management, Alternative Investments, Hedge Funds, Private Equity, Fixed Income, Wealth Management..., Equity Research, Management Consulting, Asset Management, Financial Analysis, Financial Modeling, Financial Services, Investments, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
MBA, Finance
Bryant University 2003 — 2007
Bachelor of Science and Bachelor of Arts, Finance & Economics (cum laude)
Fifth Third Bank August 2013 - Present
Wachovia Bank October 2008 - January 2013
Wells Fargo Bank October 2008 - January 2013
Harris myCFO Investment Advisory Services, LLC January 2007 - October 2008
Banc of America Investments June 1997 - January 2007
Bank of America 1997 - 2007
U. S. Trust, Bank of America Private Wealth Management 1997 - 2007
US Trust, Bank of America 1997 - 2007
Skills
Asset Allocation, Alternative Investments, Portfolio Management, Investment Strategies, Investments, Asset Management, Hedge Funds, Wealth Management, High Net Worth..., Fixed Income, Equities, Investment Advisory, Mutual Funds, Private Wealth..., Retirement Planning, Risk Management, Financial Planning, Portfolios, Bonds
Education
Clark Atlanta University 1992 — 1994
MBA, Finance and Decision Sciences
University of Florida 1985 — 1990
Bachelor of Science in Business Administration, Finance and Marketing
Wells Fargo Securities July 2015 - Present
Wells Fargo Advisors July 2013 - July 2015
The Princeton Review March 2012 - June 2013
US Trust-Bank of America June 2012 - August 2012
Center for Evaluation of Global Action (CEGA) May 2011 - May 2012
Magoosh March 2011 - July 2011
Haas School of Business January 2011 - June 2011
Jamba Juice May 2010 - September 2010
Skills
Microsoft Excel, Microsoft Powerpoint, Stata, Wealth Management, Investment Strategies, Business Development, Public Speaking, Fluent in English,..., Tennis, Basketball, Spanish, Investments
Education
University of California, Berkeley 2009 — 2013
Bachelor of Arts (B.A.), Economics
University of California, Berkeley 2009 — 2013
Bachelor's degree, Business Administration and Management, General
U.S. Trust, Bank of America June 2010 - Present
Skills
Wealth Management
Education
Campbell University
Bachelor of Business Administration (BBA), Trust and Wealth Management
Campbell University
Master of Business Administration (MBA), Concentration in Management
Natixis Global Asset Management September 2014 - Present
US Trust, Bank of America September 2009 - Present
U.S. Trust, Bank of America December 2012 - August 2014
US Trust, Bank of America February 2008 - September 2009
Bank of America September 2006 - February 2008
Skills
Series 7, Uniform Combined State..., Wealth Management..., Private Banking, Investment Management, CSSO Development Program, Wealth Management, Banking, Relationship Management, Bloomberg, High Net Worth..., Credit, FINRA, Mutual Funds, Loans
Education
University of Rhode Island
Bachelor of Arts (B.A.)
U.S. Trust, Bank of America November 2006 - Present
Husch Blackwell March 2004 - November 2006
Internal Revenue Service August 2002 - March 2004
Skills
Trusts, Trust Management, Wealth Preservation..., Intergenerational..., Estate Planning, Sales
Education
Washington University in St. Louis School of Law 1999 — 2002
Doctor of Law (J.D.)
Miami University 1995 — 1999
Bachelor of Science (BS), Political Science and Government
US Trust, Bank of America May 2011 - Present
Skills
Strategic Planning, Legal Research, Trusts, Estate Planning, Estate Tax Planning, Estate Law, Tax, Trust Services, Wealth Management..., Wills
Education
New York University School of Law 1985 — 1988
JD, Law
The Estée Lauder Companies Inc. June 2014 - August 2014
US Trust - Bank of America August 2010 - July 2012
Kushner Companies August 2009 - May 2010
Education
Columbia University - Columbia Business School 2013 — 2015
Columbia University in the City of New York 2005 — 2009
Bachelor's Degree, Psychology
Huntington National Bank September 2014 - Present
Huntington National Bank April 2013 - August 2014
U.S. Trust, Bank of America May 2008 - October 2012
LaSalle Bank Midwest March 2004 - May 2008
Standard Federal Bank June 2002 - March 2004
Skills
Wealth Management..., Credit Analysis, Private Banking, Commercial Lending, Commercial Banking, Securities License, Certified Financial..., Financial Analysis, Risk Management, Trust Services, Business Development, Commercial Real Estate, Underwriting, Mortgage Underwriting, Mortgage Lending, Jumbo Mortgage, Small Business, Wealth Management, Finance, Banking
Education
Michigan State University 1998 — 2002
Bachelor of Arts Degree, Finance
Charles Schwab Bank November 2012 - Present
JPMorgan June 2010 - November 2012
US Trust June 2009 - August 2009
Campbell University August 2006 - June 2009
US Trust- Bank of America June 2008 - August 2008
Skills
Wealth Management, Wills, MBA, GST, Asset Allocation, Investment Advisory, Estate Planning, Personal Trust..., Trust Services, Strategic Financial..., High Net Worth..., Wealth Management...
Education
Campbell University 2009 — 2010
MBA, Management
Campbell University 2005 — 2010
BA, Trust and Wealth Management
Capitol Federal Savings Bank October 2011 - Present
US Trust, Bank of America January 2003 - March 2011
Bank of America January 1991 - January 2003
Bank of America January 1989 - January 1991
Commercial Credit Services January 1986 - January 1989
Shelter Insurance Company March 1984 - August 1985
KGBX, KOKO Radio November 1981 - March 1984
Skills
Leadership Development, Project Management, Business Analysis, Business Development, Marketing, Event Management, CRM, Change Management, Training, Management, Coaching, Risk Management, Nonprofits, Sales, Banking, Customer Service, Leadership, Commercial Lending, Strategic Planning, Recruiting, Loans, Process Improvement, Insurance, Team Leadership, Disaster Recovery, Visio, Investments, Project Planning, Mortgage Lending, Public Speaking, Credit, Team Building, Budgets, Vendor Management, Personnel Management, Finance, Microsoft Excel, Access, Portfolio Management, Microsoft Office, Program Management, Event Planning, Financial Analysis, Mutual Funds, Asset Managment, Fundraising, Analysis, Corporate Communications, Financial Services, Commercial Banking
Education
Northwest Missouri State University
B. S., Business Management
University of Central Missouri
MO LIfe Teaching Certification, Education
USAmeriBank November 2011 - Present
Regions Bank 2009 - November 2011
US Trust Bank of America February 2007 - March 2009
Skills
Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Loans, Mortgage Lending, Retail Banking, Small Business Lending
Education
St. Petersburg College 1984 — 1986
Associate in Arts
Largo High
Ernst & Young June 2008 - Present
U.S. Trust, Bank of America October 1994 - May 2008
Skills
Accounting, Income Tax, Tax, Strategic Financial..., Tax Law, Estate Tax Planning, High Net Worth..., Estate Planning, International Tax, Trusts, Finance, Wealth Management..., Banking, Financial Planners, Corporate Tax, Partnership Taxation, Auditing, Due Diligence, Private Equity, Succession Planning, Tax Advisory, Mergers & Acquisitions, Securities, Financial Planning
Education
Villanova University School of Law 1993 — 1994
LL.M., Taxation
Brooklyn Law School 1990 — 1993
JD, Law
Cornell University
Biology
Long Island University, Brooklyn Campus
Accounting
U.S. Trust, Bank of America June 2014 - Present
Consultant July 2013 - June 2014
Deutsche Bank July 2009 - June 2013
Deutsche Bank June 2006 - June 2009
Merrill Lynch June 2005 - August 2005
Skills
Derivatives, Interest Rate..., Credit Derivatives, Portfolio Management, Bloomberg, Structured Products, Valuation, Trading, Financial Risk, Equity Derivatives, Risk Management, Bonds, Swaps, Hedging, CDS, Equities, Fixed Income
Education
New York University
B.A., Economics, Mathematics, GPA 3.7
US Trust, Bank of America September 2007 - Present
MetLife June 2007 - September 2007
Allstate Financial Services October 2006 - June 2007
UBS Financial Services, Inc August 1996 - October 2006
Skills
Financial Planning, Investment Advisory, Investment Strategies, Retirement Planning, Investments, Estate Planning, Investment Products, Retirement, Asset Allocation, Wealth Management, Mutual Funds, Annuities, Equities, Compliance, Portfolio Management, Asset Managment, Fixed Income, Insurance, Life Insurance, Securities, Wealth Management..., Alternative Investments, 401k, High Net Worth..., Bonds, Wealth, Tactical Asset..., Risk Management, IRAs, Wealth Accumulation, Private Banking, Financial Planners, Finance, 401k Rollovers, Saving for Education, Investment Management, College Savings Plans, 529 Plans, ETFs, Financial Services, Trusts, Personal Financial..., Certified Financial..., Separately Managed..., Variable Annuities, Strategic Financial..., Asset Management, Trust Services, Series 65, Options
Education
University of North Texas 1997 — 2003
Bachelor of Business Administration, Financial Planning
Financial Services Company 2012 - Present
Sigma PE Partners April 2011 - 2012
US Trust, Bank of America 1997 - 2011
Fleet Bank 1995 - 1997
Fleet Bank 1992 - 1995
citytrust December 1985 - January 1992
Skills
Wealth Management, Private Banking, Estate Planning, Asset Allocation, Alternative Investments, Credit, Loans, Banking, Commercial Banking, Financial Planning, Finance, Investments, Series 7, Credit Analysis, Investment Advisory, Mutual Funds
Education
Gettysburg College
Bachelor of Arts, Business Administration
University of New Haven
MBA, Finance
IPG January 2015 - Present
Baker Tilly Virchow Krause, LLP August 2013 - January 2015
Ogilvy CommonHealth Worldwide October 2012 - March 2013
Deloitte & Touche June 2012 - August 2012
ParenteBeard LLC January 2012 - April 2012
U.S. TRUST, BANK OF AMERICA July 2011 - January 2012
TD BANK November 2009 - July 2011
Skills
Auditing, Internal Controls, Tax, Accounting, Financial Audits, Finance, Microsoft Excel, Income Tax, CPA, Analysis, Leadership, Financial Reporting
Education
Seton Hall University 2010 — 2013
Bachelor of Science (BS), Accounting, 3.4
Union County College 2008 — 2010
Accounting, 3.7
PGB Trust and Investments of Delaware 2012 - Present
PGB Trust and Investments of Delaware 2012 - Present
US Trust, Bank of America 2002 - 2012
First Union Capital Managment Group March 1999 - March 2003
PNC March 1997 - March 1999
Citibank, N.A. February 1994 - March 1997
Chase Manhattan Bank, N.A. June 1984 - February 1994
Skills
Management, Team Building, Sales, Risk Management, Strategic Planning, New Business Development, Financial Planning, Sales Management, Investments, Wealth Management, Banking, Portfolio Management, Finance, Financial Services, Business Development, Asset Management, Public Speaking, Trusts, Relationship Management, Credit
Education
Rutgers University-New Brunswick 1980 — 1984
Bachelor of Arts (B.A.), Psychology
Rutgers University-New Brunswick 1980 — 1984
Bachelor of Arts (B.A.), Psychology
New Providence High School 1976 — 1980
High School Degree, College/University Preparatory and Advanced High School/Secondary Diploma Program
CBRE February 2014 - Present
Convenience Corner, Inc. September 2003 - Present
Avison Young - North Carolina, LLC April 2012 - February 2014
Wells Fargo Wealth Management June 2010 - March 2012
US Trust, Bank of America May 2008 - August 2008
Skills
Personal Financial..., Wealth Management, Wealth Management..., Marketing, Marketing Research, Email Marketing, Product Marketing, Accounting, Bookkeeping, Customer Service, Commercial Real Estate, Notary Public, Mutual Funds, Management, Real Estate
Education
Ohio Christian University 2015 — 2015
Certificate, Crisis/Emergency/Disaster Management
Campbell University 2008 — 2010
Master of Business Administration (M.B.A.), Business Administration, Marketing, 3.30
Campbell University 2005 — 2010
Bachelor of Business Administration (BBA), Trust and Wealth Management, Financial Planning, 3.50
Richmond Senior High 2002 — 2005
U.S. Trust January 2015 - Present
U.S. Trust July 2013 - Present
US Trust August 2011 - Present
US Trust, Bank of America June 2010 - August 2011
US Trust, Bank of America Private Wealth Management June 2008 - August 2011
Bank of America Private Bank June 2007 - June 2008
State Street Bank June 2006 - June 2007
Skills
Certified Trust and..., Estate Planning, Investments, Wealth Management..., Investment Management, Strategy, High Net Worth..., Management, Program Management, Tax, Philanthropy, Trust Management, Customer Service, System Administration, Portfolio Management, Banking, Wealth Management, Asset Management, Mutual Funds, Equities
Education
University of Rhode Island 2002 — 2006
Bachelor of Arts (B.A.), Spanish and Communications
East Coast Estate Planning Council August 2014 - Present
Aft, Forsyth & Company 2009 - Present
U.S. TRUST, BANK OF AMERICA March 2001 - February 2009
Bank of America 2001 - 2009
FIRST SECURITY TRUST COMPANY January 1999 - March 2001
BANK OF BOSTON-FLORIDA January 1988 - January 1999
Education
Palm Beach Atlantic University 1989 — 1991
Bachelor of Science, Human Resource Management
Palm Beach Atlantic University 1989 — 1991
Bachelor of Science, Management
American Institute of Banking
General Banking Diploma
Institute of Certified BankersGraduate of National Graduate Trust School, Northwestern University
Honors Graduate
Palm Beach Community College
Associate of Science, Banking
PNC Wealth Management October 2012 - Present
US Trust, Bank of America January 2007 - June 2012
Northern Trust July 2001 - January 2007
Susquehanna International Group June 2000 - September 2000
Goldman Sachs March 2000 - June 2000
First USA - Bank One June 1999 - September 1999
Skills
Investment Management, Investment Strategies, Investment Advisory, Equity Research, Fixed Income, Cash Flow Forecasting, Relationship Management, Asset Allocation, Manager Selection, Bloomberg, Reuters, Alternative Investments, Written & Oral..., Financial Markets, Financial Analysis, Economics, Political Science, Macroeconomics, Portfolio Management, Asset Management
Education
Northwestern University - Kellogg School of Management 2006 — 2009
MBA, Finance, Management & Strategy
Northwestern University 2005 — 2005
ABA Trust School
Northwestern University 1997 — 2001
Bachelor of Arts, Economics, Political Science
St. Viator High School 1993 — 1997
US Trust Bank of America February 2012 - Present
US Trust Bank of America 1983 - Present
Skills
Wealth Management, Investment Management, Investments, Securities, Cash Management
Education
Southwestern Illinois College 1980 — 1982
Associate's degree, Legal Administrative Assistant/Secretary
National Wealth Management, LLC. June 2010 - Present
US Trust Bank of America September 1992 - June 2010
Morris Cantor & Barnes 1990 - 1992
Skills
Estate Planning...
Education
Cannon Financial Institute 2000 — 2002
Trust I, II and III
Canisius College 1980 — 1987
Bachelor of Science, Business Management
New York State Bankers Association
Trust and Estate Administration and Tax
US Trust, Bank of America July 2011 - Present
US Trust August 2005 - June 2011
The Ayco Company, L.P., A Goldman Sachs Company September 2003 - August 2005
Skills
Wealth Management, Series 7, Estate Planning, Alternative Investments, High Net Worth..., Investment Strategies, Strategic Financial..., Retirement Planning, Private Banking
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Finance & Global Business
Rutgers University-New Brunswick 1997 — 2001
BA, Labor Studies & Economics
Bridgewater-Raritan
US Trust Bank Of America November 2011 - Present
Edward Jones September 2010 - November 2011
Genesee Valley Trust Company June 2004 - February 2010
M&T Bank 1997 - 2004
Fleet Investment Services ( Bank of America) October 1973 - November 1992
Skills
Employee Benefits, Investments
Education
CEBS Program
Rochester Institute of Technology
Participated in the Management Degree Program for Business Administration
U.S. Trust, Bank of America January 2012 - Present
Kirschenbaum and Phillips, P.C August 2010 - August 2011
Institute for International Research March 2008 - April 2009
Education
Nassau Community College 2010 — 2011
Certificate, Paralegal Studies
New York Institute of Technology-Old Westbury 2003 — 2007
Bachelors, Hospitality Management-Professional Studies
US Trust Bank of America November 2007 - Present
SG Cowen November 1996 - November 1999
Skills
Investments, Capital Markets, Management, Equities, Portfolio Management, Asset Management, Alternative Investments
Education
Columbia University in the City of New York
Master's degree, International Relations and Affairs
New York University
Master of Business Administration (MBA), Accounting and Finance
University of Michigan
Bachelor of Arts (B.A.), Economics
US Trust, Bank of America June 2010 - Present
Merrill Lynch January 2009 - June 2010
Bank of America August 2008 - January 2009
Banc of America Investments January 2004 - August 2008
Morgan Stanley May 1994 - January 2004
Recognition Equipment, Inc. March 1989 - May 1994
LTV Aerospace May 1986 - March 1989
Skills
Business Strategy, Leadership, New Business Development, Wealth Management, Investments, Strategic Leadership, Private Banking, Banking, Alternative Investments, Finance, Financial Analysis, Mergers, Strategic Planning, Strategy
Education
Southern Methodist University - Cox School of Business 1988 — 1991
MBA, Finance and Marketing
Oklahoma Christian University 1982 — 1986
BS, Engineering Physics
U.S. Trust, Bank of America July 2014 - Present
Bank of America July 2013 - July 2014
Bank of America June 2011 - June 2013
Bank of America June 2010 - August 2010
Skills
Financial Analysis, Finance, Forecasting, Microsoft Office, Microsoft Excel, Project Planning, Financial Reporting, Risk Management, Financial Modeling, Managerial Finance, Banking, Management
Education
Appalachian State University 2007 — 2010
BSBA, Finance and Banking & Risk Management and Insurance
Law Offices of Michael L. Dobrov April 2011 - Present
Law offices of Michael Dobrov 2011 - 2015
US Trust Bank of America March 2003 - March 2011
Hanson Bridgett, LLP 2000 - 2003
San Mateo County Superior Court April 1998 - July 2000
Law Offices of Kevin Finck March 1995 - April 1998
Evans, Latham & Campisi September 1991 - March 1995
Fitzgerald Abbott & Bearadsley 1990 - 1990
Skills
Trusts, Estate Administration, Estate Tax Planning, Tax Law, Estate Law, High Net Worth..., Wills, Charitable Trusts, Tax, Securities, Legal Research, Asset Protection, Litigation, Fiduciary, Trust Services, Mergers, Wealth Management, Legal Writing, Commercial Litigation
Education
Golden Gate University, School of Law 1995 — 1999
LL.M (Tax), Tax Law
University of San Francisco School of Law 1988 — 1991
J.D., Law
University of California, Berkeley 1982 — 1985
B.A., History-Political Science
Los Altos High School
Diploma
BMO Private Bank August 2010 - Present
US Trust, Bank of America Private Wealth Management October 2007 - August 2010
US Trust, Bank of America 1981 - August 2010
LaSalle Bank 1981 - 2008
American Cancer Society June 1977 - June 1981
Skills
Investments, Financial Planners, Estate Administration, Fundraising, Finance, Wealth Management..., Wealth Management, High Net Worth..., Series 7, Portfolio Management, Asset Managment, Retirement Planning, Asset Allocation, Strategic Financial..., Banking, Loans, Mutual Funds, Financial Analysis, Investment Management, Asset Management, Investment Advisory, Securities, Private Banking, Financial Planning
Education
American Bankers Association Trust School 1994 — 1996
3 year ABA Trust School, Trust and Estate Planning, Investments, Tax planning and other related topics
DePaul University - Charles H. Kellstadt Graduate School of Business 1983 — 1988
MBA, Finance
University of Illinois at Urbana-Champaign 1973 — 1977
B.S., Health and Safety Education
US Trust, Bank of America 2006 - Present
Morgan Stanley Smith Barney 2004 - 2006
Harris Bretall Sullivan & Smith March 1990 - January 2004
Skills
Equity Research, Asset Allocation, Portfolio Management, Public Policy, Public Speaking, Asset Management, Investments, Wealth Management, Alternative Investments, Management, Equities, Investment Management, Mutual Funds, Investment Strategies
Education
UCLA Anderson School of Management 1987 — 1989
Finance and Economics
Stanford University 1978 — 1982
BA, Political Science
Mater Dei High School 1974 — 1978
Honors, College Prep
Texas Regional Bank May 2011 - Present
Ennis Independent School District 1999 - 2011
U.S. Trust, Bank of America May 2000 - September 2010
NationsBank and Bank of America May 1994 - May 2000
Texas Commerce January 1993 - May 1994
First City, Texas January 1983 - January 1993
First National Bank and Trust Company of Oklahoma City 1979 - 1983
Skills
Trust Management, Wealth Management, Change Management, Investments, Management, Securities, Strategy, Portfolio Management, Investment Management, Leadership, Wealth Management..., Mergers & Acquisitions, Banking, Estate Planning, Finance, High Net Worth..., Training, Asset Allocation, Retirement, Project Management
Education
Cannon Trust School 2001 — 2004
CTFA, Trust Administration
Oklahoma Christian University 1975 — 1979
B.S., Business Administration
US Trust - Bank of America December 2008 - Present
Community Support Services, Inc. December 2006 - May 2008
Trinity Christian College April 2005 - December 2007
Dreyer, Ooms & Van Drunen, Ltd. May 1986 - April 2006
Skills
Cash Flow, Auditing, Finance, Tax, Business Planning, Financial Accounting, QuickBooks, Budgets, Corporate Finance, Management, Financial Services, Financial Analysis, Microsoft Excel, Private Equity, Accounting, Management Consulting, GAAP, Financial Reporting, Risk Management, Credit, Strategic Financial..., Sarbanes-Oxley Act, Internal Controls, Insurance, Analysis, PowerPoint, Equities, Strategic Planning, Income Tax, Start-ups, US GAAP, Accounts Payable, Financial Modeling, Leadership, Customer Service, Asset Management, Portfolio Management, Banking, Business Strategy, Team Building, Internal Audit, Investments, Process Improvement, CPA, Account Reconciliation, General Ledger, Valuation, Mergers & Acquisitions, Due Diligence, Forecasting
Education
Saint Xavier University 1994 — 1996
MBA, Finance
Trinity Christian College 1981 — 1985
BS, Accounting
Chicago Christian High Scool 1969 — 1973
United Bank April 2014 - Present
United Bank November 2013 - April 2014
United Wealth Management Group August 2009 - April 2014
US Trust Bank of America March 2006 - March 2009
Cooley Shrair, PC January 2001 - March 2006
Withers Bergman LLP February 1999 - December 2000
Hassett, George & Siegel, PC December 1992 - February 1999
Touche Ross 1984 - 1988
Skills
Series 7, Capital Markets, Estate Administration, Estate Planning, Investments, Tax, Corporate Law, Wealth Management, Trusts, Finance, Project Planning, Corporate Governance, Financial Planners, High Net Worth..., Limited Partnerships, Risk Management, Management, Advertising, Estate Law, Insurance, Blogging, Legal Advice, Financial Services, Banking, Real Estate Transactions, LLC, Courts, Business Planning, Asset Management, Retirement Planning, Real Estate
Education
New York University School of Law 1984 — 1988
LL.M. in Taxation, Taxation, Estate Planning
The University of Connecticut School of Law 1981 — 1984
JD, Taxation, Estate Planning, Business Law
Clark University 1977 — 1981
BA with Higher Honors (English), English, Literature
Trumbull High School 1974 — 1977
Trill Financial July 2015 - Present
U.S. Trust, Bank of America July 2014 - April 2015
U.S. Trust, Bank of America June 2013 - August 2013
The Rohatyn Group May 2012 - August 2012
Glish Laboratory May 2011 - July 2011
Skills
JavaScript, Node.js, MongoDB, AngularJS, HTML5, CSS, Data Analysis, Research, Financial Analysis, Microsoft Excel, Public Speaking, D3.js
Education
UNC Kenan-Flagler Business School 2012 — 2014
Bachelor of Science (B.S.), Finance & Investments
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (B.A.), Economics
The Chinese University of Hong Kong 2013 — 2013
Global Business Studies
Copenhagen Business School 2012 — 2012
Global Business Studies
City National Rochdale April 2015 - Present
UBS Private Wealth Management January 2012 - March 2015
US Trust, Bank of America September 2006 - January 2012
JPMorgan Private Bank September 1990 - September 2006
Skills
Comprehensive Wealth..., Portfolio Management, Comprehensive Planning, Chartered Financial..., Wealth Management, Strategic Financial..., Investment Management, Estate Planning, Wealth, High Net Worth..., Banking, Credit, Trusts, Strategy, Asset Allocation, Alternative Investments, Series 7, Equities, Investment Strategies, Mutual Funds, Fixed Income, Hedge Funds, Securities, Asset Management, Financial Planning, Retirement, Wealth Management...
Education
Georgetown University 1986 — 1990
Bachelor of Science (B.S.), Double Major in Finance & International Management
Fordham University 1993 — 1996
Master of Business Administration (M.B.A.), Finance, General
U.S. Trust, Bank of America August 2006 - Present
Vision Group, Inc 1998 - 2006
Intram Investments, Inc. 1996 - 1998
Self-employed 1989 - 1996
Skills
Commercial Real Estate, Asset Management, Commercial Real Estate..., Real Estate Investment..., Real Estate Development, Real Estate Due..., Land Acquisition, Project Management, Asset Dispositions, Strategic Planning, Risk Management, Sales, Yardi, Microsoft Office
Education
Clearwater Christian College
Bachelor's Degree
US Trust Bank of America June 2014 - Present
Bank Of America US Trust June 2014 - Present
Prudential Securities 2000 - 2008
Skills
Banking, Loans, Credit, Commercial Banking, Credit Analysis, Retail Banking, Commercial Lending, Small Business Lending, Credit Risk, Mortgage Lending, Consumer Lending, Portfolio Management, Compliance, Regulatory Examinations, Lines Of Credit
Education
CUNY John Jay College of Criminal Justice 1990 — 1996
Bachelors of Science, Criminal Justice
City University of New York-John Jay College of Criminal Justice 1990 — 1996
Bachelor of Applied Science (BASc), Criminal Justice and Corrections
Northern Trust Wealth Management July 2014 - Present
U.S. Trust, Bank of America June 2013 - August 2013
Young & Company Wealth Management Group LLC June 2012 - August 2012
Superior Plus Energy Services May 2011 - August 2011
Skills
Retirement Planning, Investment Management, Financial Planners, Microsoft Excel, PowerPoint, Risk Management, Portfolio Management, Strategic Financial..., Wealth Management
Education
Providence College 2010 — 2014
B.S. Finance
Fairport High School 2007 — 2010
Northern Trust Corporation May 2015 - Present
Principal Trust Company October 2012 - May 2015
US Trust; Bank of America January 2003 - September 2012
Fidelity Investments November 1993 - December 2002
Skills
Wealth Management, Tactical Asset..., Asset Management, Change Leadership, Cross-functional Team..., Trust Management, Operational Risk..., Developing Client..., Estate Planning, Asset Managment, Change Management, Asset Allocation, Alternative Investments, Portfolio Management, Investments, Wealth Management..., Mutual Funds, Investment Management, Retirement Planning, Investment Strategies, Investment Advisory, Strategic Financial..., Series 63, Finance, High Net Worth..., Fixed Income, Securities, Series 7, Private Banking, Equities, Sales Management, Business Development, Engaging Speaker, Financial Services, Wealth, Bonds, Financial Advisory, Retirement, Uniform Combined State..., 401k, FINRA, ETFs, Relationship Management, Series 65, Financial Planning
Education
The University of Dallas 1996 — 1998
MBA, Corporate Finance
Texas Tech University 1989 — 1993
B.S., International Economics
North Garland High School
US Trust, Bank of America June 2015 - Present
Bank of America 2012 - Present
U.S. Trust July 2006 - June 2015
Skills
Banking, Investments, Financial Services, Wealth Management, Customer Service, Management
Education
University of Pittsburgh 1996 — 2000
Bachelor of Arts (BA), English Language and Literature/Letters
Decker Wealth Management, LLC March 2009 - Present
U.S. Trust, Bank of America October 2003 - November 2008
Morgan Stanley 1992 - 2001
Los Angeles Department of Water and Power 1989 - 1991
Skills
Wealth Management, Investment Advisory, Asset Allocation, Portfolio Management, Investment Strategies, Investment Management
Education
Baylor University 1984 — 1988
BBA, Finance, Economics, Public Administration
Pepperdine University, The George L. Graziadio School of Business and Management 1989 — 1991
Master of Business Administration (M.B.A.)
Valley Christian High School 1981 — 1984
high school diploma
SunTrust Bank April 2012 - Present
Carolina First Bank, Trust and Investment Management February 2008 - April 2012
US Trust, Bank of America January 2005 - February 2008
State Board of Administration of Florida July 2002 - December 2004
Roland George Investment Institute July 2001 - June 2002
Skills
Portfolio Management, Investment Management, Investments, Asset Allocation, Strategy, Equities, Finance, Accounting, Funding, Marketing, Asset Managment
Education
Georgia Institute of Technology 2014 — 2015
Master of Business Administration (M.B.A.)
Beijing University of Posts and Telecommunications
Global Leadership
Florida State University 2002 — 2004
Master's Degree, Accounting - Taxation
Stetson University 1999 — 2002
BBA, Finance
U.S. Trust, Bank of America December 2014 - Present
TEDxBeaconStreet September 2014 - November 2014
Bank of the West April 2012 - October 2013
Bank of the West May 2009 - April 2012
Bank of the West April 2005 - April 2009
State Street September 2000 - June 2004
State Street 1998 - 2000
Consulting For Architects, Inc. 1994 - 1997
Education
Boston University - School of Management 2000 — 2003
MBA
Boston University
BA, International Relations
Punahou School
US Trust - Bank of America August 2009 - Present
LaSalle Bank August 1997 - 2009
Bank of New York May 1995 - July 1997
Skills
Banking, Management, Wealth Management, Securities
Education
Clifton High School, Clifton New Jersey
Montclair State University
McGladrey Wealth Management LLC December 2012 - Present
US Trust, Bank of America June 2009 - December 2012
Bank of America May 2008 - August 2008
Bank of America May 2007 - August 2007
Wachovia May 2006 - August 2006
Education
Campbell University 2008 — 2009
MBA, Concentration in Finance
Campbell University 2004 — 2009
BBA Trust and Wealth Management, Minor in Financial Planning
US Trust Bank of America February 2011 - Present
Bank of America June 2009 - February 2011
Bank of America October 2008 - June 2009
Equifirst Corporation August 2003 - December 2007
Education
Clemson University 1997 — 2001
Bachelor's degree, Marketing
Constant Contact June 2013 - Present
Pioneer Investments January 2011 - June 2011
State Street Corporation January 2010 - June 2010
US Trust, Bank of America August 2009 - August 2009
Skills
Proficient in Microsoft..., Portfolio Management, Management, Microsoft Excel, Accounting, Data Entry, Access, Data Analysis, Finance, Financial Analysis, Financial Reporting, Microsoft Office, Microsoft Word, PowerPoint, Time Management, Outlook, Social Media
Education
Northeastern University 2008 — 2013
Bachelor of Science (B.S.), Business Administration and Management, Accounting, 3.0+
Fifth Third Bank July 2015 - Present
Fifth Third Bank August 2013 - July 2015
YMCA of Greater Charlotte January 2007 - June 2014
Davidson College September 2010 - April 2014
US Trust, Bank of America September 2011 - August 2013
Fifth Third Bank June 2008 - March 2011
First Charter Bank October 2006 - June 2008
Brown Brothers Harriman 2005 - 2006
Skills
Banking, Public Speaking
Education
Cannon Financial Institute 2007 — 2008
Fiduciary Investment and Risk Management I & II
Nova Southeastern University Shepard Broad College of Law 1999 — 2003
Juris Doctor, Law
Claremont Center for Advanced Montessori Studies 1997 — 1997
American Montessori Society Teaching Certification, Education
Florida State University 1990 — 1993
B.A., English Literature
Coldwell Banker Residential Brokerage May 2013 - Present
US Trust Bank of America December 2011 - September 2012
Bank of America February 2008 - December 2011
US Trust Bank of America July 2007 - February 2008
Bank of America June 1999 - June 2006
Merrill Lynch May 1998 - May 1999
Womble Carlyle Sandridge & Rice LLP July 1997 - May 1998
Wachovia May 1996 - August 1996
US Navy May 1981 - May 1991
Skills
Business Development, Wealth Management, Wealth Management..., Banking, Estate Planning, Private Banking, Credit, Trust Services, Strategic Financial..., Investments, Loans, High Net Worth..., Finance, Investment Management
Education
Campbell University 1993 — 1997
BBA, Trust Administration (Minor in Financial Planning)
Wells Fargo Wealth Management June 2011 - Present
U.S. Trust, Bank of America June 2010 - August 2010
Skills
Private Banking, Trust Management, Wealth Management, Wealth Management..., Estate Planning, Asset Management, Retirement Planning, Banking, Trust Services, High Net Worth..., Asset Allocation, Investment Management, Mutual Funds, Strategic Financial..., Investment Advisory, Financial Planning
Education
Campbell University 2008 — 2011
Bachelor of Business Administration (BBA), Trust and Wealth Management, Minor in Financial Planning
SSS
deVere USA Inc. August 2012 - Present
US Trust - Bank of America Private Wealth Management July 2011 - August 2012
Gibraltar Private Bank and Trust July 2010 - June 2011
Northern Trust October 2007 - July 2010
US Trust, Bank of America September 2000 - October 2007
UBS PaineWebber, Inc July 1994 - September 2000
Education
University of Florida 1990 — 1994
Bachelor's degree, Music Theory and Composition
The Blum Firm, P.C. 2010 - Present
US Trust, Bank of America August 2009 - August 2009
Gardere Wynne Sewell LLP July 2009 - July 2009
Internal Revenue Service May 2009 - June 2009
HUD May 2008 - August 2008
Skills
Estate Administration, Lexis, Succession Planning, Administrative Law, Estate Law, Gift Tax, Intellectual Property, Arbitration, Estate Planning, Tax, Appeals, Motions, Legal Research
Education
Southern Methodist University Dedman School of Law 2007 — 2010
JD
University of Oklahoma 2004 — 2006
BA, Political Science
Fire Department City of New York June 2014 - Present
New York City Fire Department October 2011 - June 2014
BlackRock August 2011 - October 2011
US Trust Bank of America May 2008 - May 2010
US Trust Bank of America November 2004 - May 2008
JAL Diversified Management January 1995 - January 2004
JAL Diversified Management January 1995 - January 2002
Skills
Accounting, Accounts Payable, Credit, Equities, Finance, Management, Financial Analysis
Education
St. John's University, The Peter J. Tobin College of Business 2006 — 2008
Masters, Business Administration, Executive Management
St. John's University, The Peter J. Tobin College of Business 1998 — 2002
Bachelor of Science, Finance
Willis November 2014 - Present
U.S. Trust, Bank of America January 2011 - November 2014
U.S. Trust, Bank of America July 2010 - December 2010
North Carolina Bankers Association May 2010 - July 2010
Digitalsmiths June 2008 - May 2010
BrightDoor Systems, Inc. May 2008 - July 2008
Marsh May 2007 - July 2007
Skills
Social Media, Marketing, Marketing Communications, Salesforce.com, Leadership, Social Media Marketing, Event Planning, Sales, Customer Service, Management
Education
North Carolina State University - College of Management 2006 — 2010
B.S., Business Administration - Marketing
GE Capital March 2015 - Present
GE Oil & Gas - Measurement and Control August 2014 - February 2015
GE Distributed Power February 2014 - July 2014
GE Industrial Solutions August 2013 - January 2014
GE Nuclear January 2013 - July 2013
GE Water & Process Technologies May 2012 - August 2012
GE Energy January 2011 - June 2011
U.S. Trust, Bank of America January 2010 - June 2010
Skills
Accounting, Finance, Microsoft Excel, Financial Modeling, Financial Analysis, Corporate Finance, Financial Reporting, PowerPoint, Microsoft Office, Microsoft Word, Access, Outlook, Bloomberg
Education
Northeastern University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Minor in Economics
Fairfield Ludlowe High School 2004 — 2008
High School Degree
UBS March 2014 - Present
US Trust, Bank of America July 2009 - January 2014
Merrill Lynch 2008 - 2009
Quinlan Private 2006 - 2007
Merrill Lynch Private Banking & Investment Group 2004 - 2006
Merrill Lynch 1996 - 2006
Skills
Investments, Capital Markets, Management, Financial Advisory, Portfolio Management, Alternative Investments, Fixed Income, Equities, Asset Management, Wealth Management, Hedge Funds, Investment Banking, Asset Allocation, Financial Modeling, Private Equity
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Florida Atlantic University 1992 — 1994
Master of Science (MS), Aerospace, Aeronautical and Astronautical Engineering
Dorothea Haus Ross Foundation September 2014 - Present
Kavelman Group September 2014 - Present
US Trust - Bank of America March 2008 - August 2014
Caesar Consulting Group 2005 - 2008
KLG Associates 2002 - 2005
Nicholas Advisors 1997 - 2002
Bank of New York Mellon 1990 - 1997
Asia Society 1985 - 1988
The Rockefeller Foundation 1980 - 1985
Skills
Philanthropy, Non-profits, Fundraising, Endowments, Strategic Planning, Asset Managment, Investments, Alternative Investments, Portfolio Management, Private Equity, Grants, Hedge Funds, Estate Planning, Equities, Series 7, Securities, Public Speaking, Financial Modeling, Due Diligence, Organizational..., Asset Management, Nonprofits, Board Development, Event Management, Program Management, Public Policy
Education
The American College 2011 — 2011
Chartered Advisor in Philanthropy (CAP), Design, Implementation and Management of Philanthropic Trusts and Gift Structures
Gettysburg College 1976 — 1980
B.A., Honors, Political Science and Economics
US Trust, Bank of America January 2011 - Present
PricewaterhouseCoopers June 2008 - January 2011
Rubinstein & Rubinstein, LLP August 2007 - May 2008
New York City Human Resources Administration January 2006 - August 2007
New York City Department of Correction January 2004 - May 2004
Skills
Trusts, Estate Planning, Tax, Legal Research, Wills, Legal Writing, Wealth, Estate Law, Estate Administration, Tax Advisory
Education
New York Law School 2006 — 2007
LL.M., Tax
New York Law School 2002 — 2005
J.D., Law
Indiana University Bloomington 1998 — 2001
B.A., Philosophy
U.S. Trust, Bank of America January 2010 - April 2014
Skills
Accredited Domestic..., Certified Trust...
Education
Smith College 2001 — 2005
B.A., English Literature
US Trust Bank of America July 2013 - Present
Seder & Chandler September 2011 - February 2013
The Law Office of Ayham Bahnassi January 2010 - September 2011
MA Attorney General Office 2005 - 2006
Skills
Tax Law, Estate Planning, Real Estate, Wills, Corporate Law, Contract Negotiation, Legal Advice, Legal Writing, Legal Research, Trusts, Family Law
Education
Boston University School of Law 2011 — 2013
LL.M, Taxation
Case Western Reserve University School of Law 2006 — 2009
Juris Doctor, Law
Brandeis University 2001 — 2005
BA, Politics, NEJS, and IMES
St. Johns High School
Bank of America July 2007 - Present
US Trust Bank of America November 2004 - June 2007
Education
Ateneo de Manila University 1983 — 1986
MS, Computer Science
US Trust, Bank of America August 2000 - Present
Scudder Investments October 1995 - August 2000
Northeast Career School 1995 - 2000
Skills
Wealth Management, Asset Allocation, Compliance, Portfolio Management, Investment Strategies
Education
Southern New Hampshire University 2001 — 2003
Business Administration
First Western Trust April 2014 - Present
John Maxwell Team February 2014 - Present
LHB Enterprises June 2006 - Present
U.S. Trust, Bank of America November 1997 - April 2014
Skills
Nutrition, Lifestyle, Non-profits, CERTIFIED FINANCIAL...
Education
Regent University School of Law 1990 — 1993
Oral Roberts University 1986 — 1988
BA, Theology
U.S. Trust January 2015 - Present
U.S. Trust February 2014 - January 2015
US Trust - Bank of America 2008 - February 2014
LaSalle Bank 2006 - 2008
LaSalle Bank 2004 - 2006
Edward Jones 2001 - 2003
Edward Jones 2000 - 2001
Skills
Wealth Management, Portfolio Management, Fixed Income
Education
University of Missouri-Columbia, College of Business 1996 — 2000
University of Missouri-Columbia
U.S. Trust, Bank of America 2008 - Present
Skills
Budgets, Security, Management, Notary Public, Travel Arrangements
Education
Berkeley College
BAA, Finance
US Trust, Bank of America July 2002 - Present
Scudder Private Investment Counsel November 1999 - June 2002
Mercantile Trust Company June 1987 - November 1999
Merrill Lynch May 1985 - June 1987
Skills
Alternative Investments, Wealth Management, Asset Allocation, Wealth Management..., Investment Management, Asset Managment, Portfolio Management, Investment Advisory, Investment Strategies, Equities, Hedge Funds
Education
University of South Carolina-Columbia
Master of Business Administration (MBA), Finance, General
University of Missouri-Columbia
Bachelor of Science (B.S.), Biology Education
US Trust Bank of AMerica SVPU.S. Trust Company1971 - 2003
U.S.Trust Company October 1972 - June 2002
Education
Pace University - Lubin School of Business
The Nevada Community Foundation June 2008 - Present
Nevada Community Foundation June 2008 - Present
US Trust Bank of America 2006 - 2008
Skills
Public Speaking, Fundraising, Leadership, Strategic Planning, Board Development, Non-profits, Nonprofits, Philanthropy, Management, Estate Planning, Community Outreach, Volunteer Management, Marketing, Marketing Communications
Education
Georgetown University 1982 — 1986
Bachelor of Arts (B.A.), English Language and Literature/Letters
New England Law Boston
JD, law
US Trust Bank of America January 2015 - Present
FoundationConsulting.org March 2002 - January 2015
Foundation Source April 2012 - June 2013
Anti-Defamation League January 1990 - June 2013
Partnership for Cures October 2010 - April 2012
Webb Family Foundation February 2010 - April 2012
Lynn Sage Foundation March 2011 - March 2012
Anti Defamation League November 1995 - April 1996
Sonnenschein Nath & Rosenthal LLP June 1988 - May 1992
Center for Urban Affairs & Policy Research September 1989 - August 1990
Skills
Non-profits, Philanthropy, Fundraising, Grants, Program Development, Non-profit..., Public Speaking
Education
Northwestern University School of Law 1987 — 1990
JD, Law
Smith College 1982 — 1986
BA, Psychology
Harvard University 1984 — 1985
Psychology
Francis W. Parker School 1976 — 1982
Anshe Emet
US Trust Bank of America 2009 - 2010
TD Bank Wealth Management November 1998 - January 2008
Skills
Portfolio Management, Fixed Income
Education
University of Minnesota - Carlson School of Management 1976 — 1979
US Trust, Bank of America October 2007 - Present
Gerard Agency June 2005 - June 2007
TD Bank July 2004 - May 2005
Fleet Bank September 2002 - July 2004
Skills
Private Banking, Banking, Credit, Loans, Relationship Management, High Net Worth..., Wealth Management, Portfolio Management, Fixed Income, Financial Analysis, Strategic Planning, Insurance, Financial Services, Risk Management, Securities, Asset Management, Investments, Microsoft Word, Equities, Hedge Funds, Customer Service, Finance, Wealth Management..., Alternative Investments, Management, Microsoft Excel, Series 7, Mutual Funds
Education
New York University 2015 — 2016
Certification in Credit Analysis
New Jersey City University 2001 — 2006
BA, Finance
Sotheby's Institute's Art Business Program at Claremont Graduate University August 2014 - Present
U.S. Trust, Bank of America March 2005 - Present
Education
Southwestern University School of Law 1992 — 1995
JD
University of California, San Diego
BA, History
The Vanguard Group February 2011 - Present
Clearbridge Investment Advisors, LLC March 2010 - July 2010
BCM, Inc. August 2008 - December 2009
US Trust - Bank of America January 2007 - August 2008
Wilmington Trust April 2001 - December 2006
Education
Pennsylvania State University-Great Valley Graduate Center 1995 — 1997
MBA, Business
Ohio Wesleyan University 1977 — 1981
BS, Economics
Episcopal
Kanaly Trust, LTA January 2015 - Present
Davis Hamilton Jackson & Associates December 2008 - January 2015
US Trust Bank of America December 2004 - December 2008
JP Morgan Private Bank 2001 - 2004
Skills
Asset Management, Wealth Management, Alternative Investments, Investment Management, Portfolio Management, Asset Allocation, Series 7, Fixed Income, Financial Modeling, Asset Managment, Investments, Finance, Hedge Funds, Investment Strategies, Mutual Funds
Education
Baylor University - Hankamer School of Business 1996 — 2000
BBA, Finance / International Business
US Trust, Bank of America February 2011 - Present
Citigroup Private Bank April 2006 - February 2011
Skills
First Time Home Buyers, Wealth Management, Real Estate Development, Credit Risk, Real Estate Transactions, Capital Markets, Financial Analysis, Asset Managment, Risk Management, Financial Services, Real Estate, Banking, Private Banking, Investments, Alternative Investments, Portfolio Management, Mortgage Lending, Credit, Due Diligence, Loans, Management, Valuation, Asset Management
Education
University of North Carolina at Chapel Hill 1978 — 1981
BS, Industrial Relations
Bank of Communications Limited September 2011 - Present
US Trust Bank of America 2006 - 2011
Skills
Wealth Management, Credit, Portfolio Management, Commercial Banking, Banking, Retail Banking, Credit Analysis, Commercial Lending, Private Banking, Relationship Management, Credit Risk, Investments, Financial Services, Mortgage Lending
Education
UC Davis
B.A., Economics
USTrust March 2005 - Present
US Trust March 2005 - Present
Bank of America 2005 - Present
US Trust, Bank of America 2005 - Present
DePaul University September 1992 - Present
Bank of America March 2005 - March 2008
Bank of America 2005 - 2008
JPMorgan 1999 - 2005
JPMorgan Chase 1999 - 2005
First National Bank of Chicago 1983 - 2005
Skills
Portfolio Management, Investments, Equities, Alternative Investments, Asset Managment, Financial Analysis, Fixed Income, Capital Markets, Asset Allocation, Asset Management, Private Equity, Strategy, Due Diligence, Mergers & Acquisitions, Investment Management, Equity Research, Finance, Financial Modeling, Wealth Management, Valuation, Hedge Funds
Education
AICPA
Chartered Global Management Accountant, Management Accounting
CFA Institute 1985 — 1990
CFA, Finance/Investment Management
University of Illinois at Urbana-Champaign 1976 — 1977
CPA, Accounting
Northern Illinois University 1967 — 1975
BS, MBA, Marketing and MBA
U.S. Trust, Bank of America December 2009 - Present
Bank of America May 1998 - December 2009
Nations Bank May 1997 - May 1998
Texas Department of Banking November 1987 - May 1997
Skills
Asset Managment, Financial Analysis, Trust Services, Valuation, Risk Management, Private Banking, High Net Worth..., Wealth Management..., Wealth Management
Education
Texas Tech University 1984 — 1986
BBA, Finance
Angelo State University 1982 — 1984
Amegy Bank 2011 - Present
U.S. Attorney's Office January 2009 - November 2009
Reliant Energy, Inc March 2008 - January 2009
US Trust, Bank of America November 2004 - December 2007
State Street Corporation April 2001 - November 2004
Skills
Legal Writing, Administrative..., Wordperfect, Legal Documents, Microsoft Excel, Microsoft Office, Legal Research, Document Review, Litigation, File Management, Notary Public, Litigation Support, Legal Assistance, Civil Litigation, PACER, Commercial Litigation, Customer Service, Outlook, Paralegals, Access, Lexis, Pleadings, Trials, WordPerfect, LexisNexis
Education
Northeastern University 2006 — 2006
Certificate, Paralegal Studies
Northeastern University 1997 — 2001
Bachelor of Science Degree, Criminal Justice
The Change Advisory Group January 2011 - Present
US Trust, Bank of America 1986 - July 2010
LaSalle National Bank / ABN-AMRO 1986 - 2007
Skills
Loans, Banking, Commercial Lending, Wealth Management..., Investment Advisory, Investment Management, Portfolio Management, Financial Risk, High Net Worth..., Strategic Financial..., Commercial Banking, Financial Advisory, Wealth Management, Asset Management, Credit, Investments
Education
DePaul University
MBA, Finance
Northwestern University
Bachelor of Science (B.S.)
Calabasas Counseling Center February 2014 - Present
Conscious Recovery by CLARE Foundation, Inc February 2014 - Present
Interfaith Shelter Network, Inc January 2013 - Present
St. Helena Center for Behavioral Health September 2012 - Present
U.S. Trust, Bank of America December 2007 - June 2011
Citicorp Investment Services August 2006 - December 2007
American Express Financial Advisors February 2003 - August 2006
Ameriprise Financial March 2002 - March 2006
N/A February 2001 - February 2003
Skills
CBT, DBT, Addiction Recovery, Psychodynamic, Motivational..., Public Speaking, Social Services, Investments, Fixed Income, Management, Securities, Strategic Planning
Education
University of San Francisco 2011 — 2013
Masters, Counseling Psychology
Fairleigh Dickinson University 1984 — 1989
BS, Finance/Economics
US Trust Bank of America 2007 - 2008
Education
East Carolina University 2003 — 2007
Finance
East Carolina University - College of Business 2003 — 2007
Bachelors, Finance
Schiff Hardin LLP February 2015 - Present
US Trust Bank Of America August 2011 - Present
Blackman Kallick December 2000 - January 2009
Skills
Tax
Education
John Marshall Law School
JD, Law
Northern Illinois University - College of Business
BS, Accounting
StellarOne Bank January 2012 - Present
StellarOne Bank May 2009 - December 2011
U.S. Trust, Bank of America 1997 - 2008
Skills
Estate Planning, Equities, Wealth Management, Asset Allocation, Strategic Financial..., Portfolio Management, Investments, Investment Advisory, Retirement Planning, Investment Strategies, Mutual Funds, Wealth, Series 7, Retirement, Alternative Investments, Series 63, Asset Managment, Risk Management, IRAs, Wealth Management..., Investment Management, Bonds, Commercial Lending, Banking, Loans, High Net Worth..., Asset Management
Education
Syracuse University 1969 — 1971
MS, Student Personnel Administration
Radford University 1965 — 1969
Bachelor of Science (BSc), History
SunTrust Private Wealth Management June 2011 - Present
TIAA CREF 2009 - 2011
U.S. Trust, Bank of America 2005 - 2009
Wachovia Wealth Management 2001 - 2005
Skills
Wealth Management, Portfolio Management, Investments, Investment Advisory, Financial Planning, Busines Succesion..., Private Banking, Trusts and Estates, Asset Management, Mutual Funds, Banking, Wealth Management..., Asset Allocation, Financial Analysis, Financial Services, Finance, Financial Advisory, Alternative Investments
Education
Rutgers University-New Brunswick
Economics
BB&T Wealth 2015 - Present
SunTrust Bank 2012 - 2015
NewBridge Bank July 2010 - May 2011
NewBridge Bank March 2010 - July 2010
NewBridge Bank December 2009 - March 2010
U.S. Trust, Bank of America June 2005 - March 2009
SunTrust Bank October 1994 - May 2005
Bloomingdale's January 1994 - October 1994
Skills
Banking, Administration, Wealth Management, High Net Worth..., Client Service, Compliance, System Administration, Financial Services, Wealth Management..., Asset Allocation, Series 7, Mutual Funds, Securities, Real Estate, Commercial Lending, Client Services, Risk Management, Portfolio Management, Private Banking, Investments, Asset Management, Loans, Credit, Trust Services, Trust Management
Education
Florida International University - College of Business Administration 1990 — 1993
BBA, Double Major: Marketing and Management
Miami-Dade Community College 1987 — 1989
AA, Hotel/Motel Management
Central Piedmont Community College
Post - Baccalaureate diploma program, Paralegal Technology
University of Central Florida
Financial Planning Certificate Program Graduate
University of South Florida
Florida Graduate Trust School
Heritage Financial Services, LLC January 2013 - Present
Freelance Services March 2010 - December 2012
US Trust, Bank of America August 2004 - February 2010
Private Banking Group, Fleet Bank January 2002 - August 2004
Private Banking Group, BankBoston/Fleet Bank December 1997 - January 2002
Private Banking, BankBoston September 1993 - December 1997
Education
Tufts University
MA, German Language & Literature
University of Tübingen
German Language and Literature
University of Rhode Island
BA, German Language & Literature
The University of Freiburg
German Language and Literature
US Trust Company June 2009 - Present
U S TRUST COMPANY 1984 - 2009
US Trust, Bank of America 1984 - 2009
U.S. Trust Company of New York 1979 - 2009
USTrust, Bank of America Private Wealth Management 1979 - 2009
Skills
Wealth Management, Securities
Education
Pace University - Lubin School of Business
BBA, MANAGEMENT
Wells Fargo June 2013 - Present
US Trust Bank of America January 2012 - May 2013
LAFISE SECURITIES September 2009 - January 2012
Merrill Lynch May 2009 - August 2009
Skills
Portfolio Management, Investments, Bloomberg, Equities, Fixed Income, Securities, Asset Allocation, Wealth Management, Financial Analysis, Financial Markets
Education
Florida International University - College of Business 2007 — 2009
Bachelor, Finance, Certificate in Banking
Austin Trust Company May 2015 - Present
US Trust Bank of America January 2010 - February 2015
Sowell Gray Stepp and Laffitte August 2008 - July 2009
Skills
Microsoft Excel, Microsoft Word, Event Planning, PowerPoint, Social Media, Research, Microsoft Office
Education
University of South Carolina - The Moore School of Business 2005 — 2009
BA, Business Administration
Universidad Católica de Valparaíso 2008 — 2008
Spanish Certificate, Spanish and Chilean Culture
Western National Trust Company July 2008 - September 2012
US Trust, Bank of America April 2001 - July 2008
Northern Trust April 1990 - April 2001
US Navy 1968 - 1971
Education
University of Iowa College of Law
JD, Law
University of Oregon
Bachelor of Arts (B.A.), History
Beacon Trust June 2011 - Present
U.S. Trust, Bank of America August 1996 - June 2011
Skills
Wealth Management..., Management, Securities, Investment Advisory, Asset Allocation, Series 7, Financial Advisory, AML, Asset Management, Banking, Financial Services, Wealth Management, Estate Planning
Education
Bucknell University 1992 — 1996
BS, Math
US Trust, Bank of America April 2004 - Present
Citigroup Private Bank May 2000 - March 2004
Bank of America October 1997 - April 2000
Metro Expo September 1995 - September 1997
Skills
Asset Management, Asset Managment, Banking, Estate Planning, Financial Services, Investments, Loans, Wealth Management, Credit, Hedge Funds, Investment Management, Portfolio Management, Finance, Private Banking
Education
Cornell University 1991 — 1995
BA, Government
U.S. Trust, Bank of America July 1990 - Present
Bank of Boston March 1985 - June 1990
Skills
Wealth Management, Insurance, Investments, Trust Services
Education
Suffolk University - Sawyer Business School 1990 — 1996
BSBA, Management
Nielsen January 2010 - Present
U.S. Trust, Bank of America August 2003 - March 2009
Skills
Administrative...
Education
Gibbs College 1994 — 1995
Travel & Tourism
US Trust Bank of America April 1996 - Present
US Trust Bank of America April 1996 - Present
Skills
Portfolio Management, Asset Management, Investments, Fixed Income
Education
Fordham Gabelli School of Business
MBA, Finance
US Trust - Bank of America February 2013 - Present
Citi Global Wealth Management 2005 - February 2013
Citi Private Bank April 1989 - February 2013
Citi January 1998 - January 2005
Citi November 1991 - December 1997
Skills
Mortgage Lending, Loans, Portfolio Management, Finance, Sales Management, Sales, Private Banking, Management, Marketing, Customer Retention, Training, Sales Operations, Marketing Strategy, Executive Management, Home Equity Loans
Education
City University of New York 1982 — 1987
BA, English
City University of New York-College of Staten Island 1982 — 1987
U.S. Trust, Bank of America September 2010 - September 2014
U.S. Trust, Bank of America June 2008 - August 2010
Deutsche Bank June 2007 - August 2007
Skills
Private Banking, High Net Worth..., Chartered Financial..., Portfolio Management, Wealth Management, Investments, Equities, Fixed Income, Alternative Investments, Hedge Funds, Private Equity, Mutual Funds, ETFs, Banking, Credit, Bloomberg, Financial Modeling, Financial Analysis, Emerging Markets
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Boston College 2004 — 2008
Bachelor of Science, Finance, Management, & Psychology
Ransom Everglades 2000 — 2004
High School
NewBridge Bank and Raymond James Financial Services April 2009 - Present
Us Trust, Bank of America October 2007 - April 2009
Skills
Commercial Lending, Private Banking, Loans, Banking, Credit, Loan Origination, Financial Services, Small Business, Real Estate, Commercial Banking, Small Business Lending, Mortgage Lending, Credit Analysis, Consumer Lending
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1975 — 1979
BSBA, Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
US Trust, Bank of America December 2000 - Present
J.P. Morgan March 1990 - December 2000
National City Bank October 1983 - February 1990
Skills
Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Equities, Hedge Funds, Investment Management, Investment Strategies, Investments, Mutual Funds, Wealth Management
Education
University of Pittsburgh 1982 — 1983
mba, Mgmt
La Salle University
B.S., Management
US Trust, Bank Of America December 2011 - Present
Synergetic Finance August 2007 - December 2011
Synergy Real Estate August 2007 - June 2008
The Evening Hatch Fly Shop and Guide Service June 2005 - August 2007
Skills
Portfolio Management, Risk Management, Fixed Income, Investments, Asset Allocation, Analysis, Insurance, Wealth Management, Investment Strategies, High Net Worth..., Asset Management, Investment Management, Mutual Funds
Education
Central Washington University 2004 — 2007
Bachelor of Arts, Geography with Minor in Business Administration
Federal Way High School 2000 — 2003
U.S. Trust, Bank of America March 2013 - Present
Balekian Hayes, PLLC July 2012 - March 2013
Law Offices of William T. Catterton October 2010 - May 2012
SK Engineering & Construction Co. Ltd June 2010 - August 2010
Skills
Legal Research, Legal Writing, Litigation, Civil Litigation, Westlaw, Mediation, Pleadings, Wills, Commercial Litigation, Estate Planning, Intellectual Property, Appeals, Criminal Law, Trials
Education
Texas Wesleyan University School of Law 2009 — 2012
Doctor of Law (J.D.)
Sungkyunkwan University 2010 — 2010
Law
Universitat d'Alacant 2007 — 2007
The University of Texas at Austin 2004 — 2007
BA, Psychology and Sociology
College Study Now June 2009 - May 2014
U.S. Trust, Bank of America April 2006 - April 2009
Northern Trust Bank of Florida N.A., Naples, Florida April 2003 - January 2006
JP Morgan Chase July 2000 - November 2001
Union Bank of Switzerland March 1995 - May 2000
Bankers Trust Company March 1982 - December 1994
Education
Manning's High School
The University of Connecticut School of Business
MBA, Continuing Finance & Entrepreneurship
Pace University
BBA, Economics
New York University - Extension
Legal Certificate as Legal Assistant
American Institute of Banking
Standard Certificate, Banking
US Trust, Bank of America 2006 - Present
Skills
Chartered Alternative...
Education
University of Notre Dame
Indiana University
MBA
US Trust, Bank of America May 2004 - Present
US Trust, Bank of America October 2010 - February 2014
US Trust, Bank of America May 2004 - October 2010
Wachovia, A Wells Fargo Company October 2001 - April 2004
First Union National Bank May 1997 - September 2001
First Union December 1996 - April 1997
Skills
Relationship Management, Asset Managment, Wealth Management, Banking, Microsoft Excel, Analytics, PowerPoint, Risk Management
Education
East Carolina University 1991 — 1995
BA, English
AIG May 2011 - Present
GOLDMAN SACH / TEMPING THRU EWP STAFFING May 2010 - December 2010
Marsh & McLennan Companies, Inc. October 2009 - May 2010
Dassault Falcon Jet May 2009 - May 2009
Panasonic October 2008 - February 2009
US TRUST/ BANK OF AMERICA June 1998 - April 2008
Skills
Payroll, Accounts Payable, ADP Payroll, Account Reconciliation, Accounting, PeopleSoft, Bank Reconciliation, Journal Entries, General Ledger, Tax, Auditing, Payroll Taxes, Invoicing, Tax Returns, Employee Benefits
Education
Saint Peter's University 1977 — 1982
Bachelor, Accounting
Saint Peter's University
Bachelor's degree, Accounting
U.S. Trust, Bank of America June 2001 - Present
Skills
Asset Allocation, Factset, Investment Strategies, Private Wealth..., Alternative Investments
Education
Eastern Nazarene College 1999 — 2002
Bachelor of Business Administration (B.B.A.)
US Trust, Bank of America February 2008 - September 2014
Education
Northeastern University 1983 — 1989
BS, Economics
Barclays Wealth and Investment Management May 2014 - Present
Barclays Wealth and Investment Management May 2012 - April 2014
U.S Trust - Bank of America August 2011 - May 2012
U.S. Trust - Bank of America 2006 - 2011
Jefferies & Company 2005 - 2006
Merrill Lynch 2001 - 2005
Donaldson, Lufkin & Jenrette 1995 - 2001
Deloitte 1990 - 1997
Bankers Trust Co Of Sd 1991 - 1993
Skills
Financial Risk, Operational Risk..., Mutual Funds, Wealth Management..., Sarbanes-Oxley Act, Enterprise Risk..., AML, Asset Managment, Change Management, Business Strategy, ERISA, Internal Controls, Program Management, Financial Reporting, KYC, Private Equity, Private Banking, Investment Banking, Internal Audit, Management Reporting, Business Process..., Problem Solving, Strategic Planning, Auditing
Education
Florida State University
BA
Seton Hall University
MBA
U.S. Trust June 2013 - Present
U.S. Trust, Bank of America May 2005 - Present
Skills
Alternative Investments, Asset Allocation, Portfolio Management, Investment Strategies, Asset Managment, Investment Management, Bloomberg, Investments, Hedge Funds, Wealth Management..., Wealth Management, Morningstar, Fixed Income, Mutual Funds, Equities, Equity Research
Education
Georgia State University - J. Mack Robinson College of Business 2001 — 2005
Bachelors of Science, Finance
U.S. Trust, Bank of America January 2013 - Present
PepsiCo November 2011 - January 2013
Education
DePaul University 2009 — 2011
BS, Accountancy
BMO Harris Private Banking June 2011 - Present
Wells Fargo June 2009 - June 2011
US Trust Bank of America July 2007 - June 2009
Education
Loyola University of Chicago 1979 — 1981
Master's of Business Administration
St.Mary's College 1974 — 1978
B.A., Political Scince
U.S. Trust, Bank of America April 2012 - Present
U.S. Trust, Bank of America August 2010 - April 2012
U.S. Trust, Bank of America August 2007 - August 2010
Ernst & Young January 2006 - June 2007
Education
Quinnipiac University 2001 — 2005
BS, Finance
Boston University
Center of Professional Education, Certificate of Financial Planning
Northern Trust September 2012 - Present
J.P. Morgan June 2010 - September 2012
U.S. Trust, Bank of America November 2006 - June 2010
U.S. Trust, Bank of America July 2003 - October 2006
Arvest Asset Management July 1996 - May 2003
Skills
Estate Planning, Financial Planning, Asset Management, Investments, Tax, Leadership, Business Networking, Coaching, Sales Management, Asset Allocation, Banking, Finance, Financial Analysis, Financial Services, High Net Worth..., Management, Portfolio Management, Strategic Financial...
Education
American Bankers Association 2004 — 2006
Trust Graduate School, Certified Trust Financial Advisor (CTFA)
Cannon Financial Institute 1998 — 1999
Trust and Investment
Arkansas Tech University 1991 — 1995
B.A., History and Political Science
Fiduciary Trust Company International July 2014 - Present
Capital One July 2008 - July 2014
U.S. Trust, Bank of America October 2003 - August 2008
BNY Mellon November 1999 - October 2003
Skills
Portfolio Management
Education
Baruch College 1998 — 2003
Bachelor of Business Administration, Operations Management
Us Trust Bank of America April 2007 - Present
Education
Columbia College Chicago 1991 — 1995
Bachelor of Science (BS)
US Trust - Bank of America 2008 - Present
Merrill Lynch 2004 - 2008
BankBoston 1997 - 2000
Fleet National Bank 1992 - 1997
RI Hospital Trust National Bank 1987 - 1992
Skills
Asset Managment, Portfolio Management, Equities, Financial Analysis, Microsoft Excel, Hedge Funds, Fixed Income, Risk Management, Microsoft Office, CFP, Wealth Management, Strategic Planning, Alternative Investments, Asset Allocation, Mutual Funds, Trading, Due Diligence, PowerPoint, Microsoft Word, Investment Strategies, Investment Advisory, Banking, Retirement Planning, Investment Management, Financial Markets, Certified Financial..., Finance, Credit
Education
Boston College
Master of Business Administration (MBA), Finance and Marketing
St. Lawrence University
Bachelor of Science (BS), Biology/ Environmental Studies
MorganStanley SmithBarney LLC June 2010 - Present
US Trust Bank of America August 2006 - June 2012
Morgan Stanley Smith Barney December 1998 - August 2006
Education
University of Southern California 1975 — 1979
Bachelor of Science (B.S.), Finance, General
US Trust Bank of America August 2009 - Present
US Trust, Bank of America July 2007 - March 2009
Brooks-Eckerd Pharmacy Corporate Headquarters October 2005 - July 2007
Morgan Stanley January 2005 - May 2005
Skills
Portfolio Management, Mutual Funds, Securities, Equities, Fixed Income, Asset Management, Investments, Investment Management, Hedge Funds, Financial Services, Private Equity, Due Diligence, FactSet, Attribution Analysis
Education
University of Rhode Island - College of Business Administration 2001 — 2005
Bachelor of Science (B.S.), Business Administration
US Trust Bank of America April 2004 - Present
Education
Suffolk University 1998 — 2000
Master of Science (M.S.), Finance, General
Framingham State College
Bachelor of Arts (B.A.), Economics
U.S. Trust, Bank of America 2001 - Present
Bank of America December 1999 - May 2001
Fleet National Bank December 1989 - December 1999
Skills
Wealth Management..., High Net Worth..., Series 7, Wealth Management, Investment Advisory, Asset Allocation, Asset Management, Financial Planning, Retirement Planning, Relationship Management, Portfolio Management
Education
State University of New York College at Brockport 1984 — 1986
Bachelor of Science (B.S.), Business Administration
Peapack-Gladstone Bank January 2009 - Present
US Trust Bank of America June 2004 - December 2008
Skills
Equity and Fixed Income..., Portfolio Management, Management, Commercial Banking
Education
Seton Hall University
Bachelor of Science (BS), Finance, General
U.S. Trust, Bank of America June 1999 - Present
Merrill Lynch September 1988 - June 1999
Education
Richard Stockton College of New Jersey
Ameriprise Financial Services, Inc. January 2014 - Present
Present Columbia Management January 2014 - Present
Citizens Bank January 2012 - September 2013
Citizens Bank January 2013 - January 2013
US trust Bank of America September 2005 - November 2011
Clean Water America Alliance CHANGES NAME to U.S. Water Alliance January 2005 - January 2011
Fidelity Investments January 2002 - January 2004
Skills
Finance, Trust Officer,..., Bi-lingual, FINRA Licenses 6&63, over 15 years inthe..., Banking, Financial Risk, Access, Mutual Funds, Sales, Financial Analysis, Retirement, Finance, Investments, Mortgage Lending, Compliance, Anti Money Laundering
Education
Catholic University of Puerto Rico
English Education
Southern New Hampshire University
Master of Science (MS) Working, Finance/ Business Administration
US Trust, Bank of America March 1995 - April 2014
Education
Creighton University 1990 — 1994
Bachelor's degree, Finance & Economics
US Trust Bank of America August 2001 - May 2012
Delta Air Lines June 1999 - August 2001
Delta Air Lines July 1997 - June 1999
Skills
Marketing
Education
American InterContinental University
Bachelor's Degree