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,
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US Trust Bank of America Employees
Cabela's September 2013 - Present
U.S. Trust - Bank of America October 2011 - September 2013
Wildlife Systems May 2010 - October 2011
Justin Bryan and Associates May 2009 - May 2010
Southwest Texas Junior College August 2006 - May 2009
SAVE LLC June 2004 - September 2005
The Nature Conservancy May 2003 - June 2004
USDA-NRCS March 2002 - May 2003
Skills
Adobe Software, Apple Software, ESRI ArcView, Wildlife Management, Wildlife, Natural Resources, Management, Mac OS, Farms, Business Development, OS X, Agriculture, Data Collection, Hunting, Windows 7, Digital Photography, GIS, Image Editing, ArcGIS, Research, Environmental Education, Fishing, Public Speaking, Environmental Science, Customer Service, Strategic Planning, Negotiation
Education
Texas Tech University 2001 — 2002
Fire Science
Texas A&M University-Kingsville 1999 — 2001
M.S., Wildlife Management
Texas Tech University 1993 — 1998
Bachelor of Science, Wildlife Management
PFM Asset Management LLC August 2012 - Present
U.S. Trust, Bank of America July 2006 - August 2012
Bank of America January 2003 - June 2006
Bank of America September 1998 - December 2002
KATAGA International, SAE September 1994 - August 1998
Contractor 1992 - 1995
Skills
Asset Management, Investments, Security Analysis, Private Banking, Due Diligence, Six Sigma, Private Equity, Alternative Investments, Private Wealth..., MENA, Hedge Funds, Portfolio Management, Venture Capital, Corporate Finance, Process Improvement, Business Valuation, Change Management, Asset Managment, Wealth Management..., Asset Allocation, Securities, Investment Strategies, Equities, Financial Advisory, Management, Strategy, Retirement Planning, Investment Advisory, Mutual Funds, Wealth Management, Capital Markets, Bonds, Bloomberg
Education
University of California, Berkeley 1988 — 1992
BA, Political Economy (International Economics)
UMB Bank June 2014 - Present
UMB Bank June 2011 - June 2014
UMB Bank April 2008 - June 2011
U.S. Trust, Bank of America January 2005 - April 2008
Commerce Bank January 2001 - January 2005
Skills
Banking, Credit, Fraud, Credit Cards, Credit Risk, Credit Analysis, Foreign Languages, Foreign Exchange, Wire Transfers, Wealth Management..., Private Client Services, PeopleSoft, SWIFT payments, Financial Messaging, SWIFT messaging, Fedwire, International..., Fraud Detection, Identity Theft, Underwriting, Customer Service, Russian, Romanian, French, Spanish, Interpreting, Translation, Microsoft Office, Access, FDR, Lexis Nexis, Fast Data, Lexis, Payments, Consumer Lending, KYC, Loans, Lines Of Credit, Internal Audit, Management, Risk Management
Education
Utica College 2014 — 2015
Master of Business Administration (MBA), Economic Crime and Fraud Management
University of Cincinnati 2012 — 2014
Master of Science (M.S.), Criminal Justice
University of Missouri-Kansas City 2009 — 2012
Bachelor's Degree, Liberal Arts/Criminal Justice
U.S. Trust, Bank of America December 2014 - Present
North Sky Capital October 2012 - June 2014
UBS January 2009 - January 2012
Skills
CFP, CAIA, Alternative Investments, Asset Allocation, Series 7, Hedge Funds, Wealth Management, Asset Managment, Investments, Equities, Investment Management, Mutual Funds, Investment Advisory, Fixed Income, ETFs, Portfolio Management, Series 63
Education
University of Minnesota - Carlson School of Management 1990 — 1994
Bachelor of Arts (B.A.)
United States Military Academy at West Point 1989 — 1990
Hudson High School; Hudson, Ohio 1985 — 1989
U.S. Trust, Bank of America September 2012 - Present
Parish Episcopal School October 2009 - June 2012
Communities Foundation of Texas October 2007 - 2009
Dallas Museum of Art April 1994 - September 2007
Skills
Fundraising, Philanthropy, Campaign Management, Non-profit..., Stewardship, Donor Recognition, Grant Writing, Volunteer Management, Non-profits, Strategy, Museums, Nonprofits, Charitable Giving..., Alumni Relations, Event Planning, Annual Giving, Board Relations, Community Outreach, Grants, Prospect Research, Corporate Sponsorships, Program Management, Program Development, Board Development, Leadership, Strategic Communications, Fundraisers, Community Development, Newsletters, Event Management, Media Relations, Public Relations, Press Releases, Planned Giving, Proposal Writing, Editing
Education
The American College 2012 — 2014
Chartered Advisor in Philanthropy
The University of Texas at Austin 1988 — 1992
BA, Art History
Greenhill School 1980 — 1988
Trust Company of America October 2012 - Present
U.S. Trust, Bank of America May 2004 - June 2012
Wells Fargo March 1997 - May 2004
Northern Trust November 1993 - March 1997
Skills
Superior Client Service, Client Retention..., Operating Budgets, Business Development, Business Planning, Business Process..., Driving Results, Value Propositions, key employee retention, achieving operational..., Cultural Awareness, Culture Change, Team Building, Matrix Management, Direct Sales, Investments, Wealth Management..., Banking, Coaching, Staff Retention, Client Services, Financial Services, Process Improvement, Portfolio Management, Loans, Credit, Team Leadership, Financial Advisory, Leadership
Education
University of Guelph 1983 — 1985
Bachelor's degree, Economics
Harlaxton College, Grantham England 1981 — 1981
Business/Commerce, General
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.)
Regions Bank September 2015 - Present
Plancorp, LLC October 2013 - September 2015
U.S. Trust, Bank of America September 2009 - October 2013
NationsBank (n/k/a/ Bank of America) March 1999 - September 2009
Guaranty Trust Company March 1998 - March 1999
Boatmen's Trust Company (n/k/a Bank of America) August 1993 - March 1998
Skills
Personal Trust..., Estate Planning
Education
University of Missouri-Columbia 1987 — 1991
Bachelor of Science (BS)
Parkway West
AllianceBernstein June 2013 - Present
USC Performance Venues September 2009 - June 2013
U.S. Trust, Bank of America June 2012 - August 2012
RepNation January 2011 - June 2011
Skills
Social Media Marketing, Teamwork, Event Planning, Social Media, Customer Service, Social Networking, Facebook, PowerPoint, Microsoft Office, Spanish, Microsoft Excel, Research, Microsoft Word, Public Speaking
Education
University of Southern California 2009 — 2013
Bachelor of Science, Business Administration
Crane Worldwide Logistics July 2014 - Present
SEKO Worldwide January 2012 - July 2014
CAV InternationalAl July 2010 - July 2011
U.S. Trust Bank of America August 2009 - July 2010
EF Financial, LLC May 2008 - May 2009
Touraine Travel June 2006 - January 2008
Skills
whatever is needed....., less brain surgery., and nuclear equations., unless you would like..., Customer Service, Microsoft Excel, Management, Logistics, QuickBooks, Procurement, Transportation, Team Leadership, Sales, Accounting, Operations Management, CRM, Inventory Management, Supply Chain, Time Management, Pricing, International Logistics, Teamwork, Air Freight, Account Management, Outlook, Training, Microsoft Office, Access, Customs Regulations, Supply Chain Management, Freight Forwarding, 3PL, Leadership, Negotiation
Education
Suffolk University 2005 — 2009
Bachelor of Science in Business Administration, Global Business and Finance Double Major
Cavilam (Vichy, France) 2007 — 2007
Le Diplôme d’études en langue française, French Language
Personal Office Management, Inc. April 2010 - Present
U.S. Trust Bank of America October 2000 - April 2010
NBD/First Chicago/Bank One February 1990 - October 2000
Education
DePaul University
Master of Science, Public Service
Rosary College (Dominican University)
Bachelor of Arts, American Studies
BMO Private Bank August 2010 - Present
U.S. Trust, Bank of America May 1999 - July 2010
Skills
Administration of..., Interpreting estate..., Compliance with laws..., Deciding discretionary..., Exercising sound..., Advising in estate and..., Contributing to the..., Developing and..., Estate Planning, Estate Law, Risk Management, Management, Portfolio Management, Fiduciary, Financial Analysis, Trusts, Strategic Financial..., Wealth Management, Asset Protection, Retirement Planning, High Net Worth..., Asset Allocation, Wealth Management..., Financial Planning, Banking, Financial Services, Investments
Education
ABA Trust Graduate School 2008 — 2009
University of Phoenix 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Cannon Financial Institute 2003 — 2005
Certificate ~ Cannon Trust School, Trust
WSC Consulting, LLC August 2010 - Present
HSBC October 2009 - August 2010
U.S. Department of the Treasury, Office of Technical Assistance (OTA) May 2008 - September 2009
U.S. Trust, Bank of America 2003 - 2008
U.S. Department of the Treasury, Office of the Comptroller of the Currency (OCC) 1992 - 1998
Skills
AML, Anti Money Laundering, OFAC, Risk Management, Banking, Risk Assessment, Auditing, Financial Institutions, Mutual Funds, Regulations, Program Management, Financial Risk, Management, Securities, Due Diligence, Finance, International Finance, Financial Services, Financial Risk..., Operational Risk, Compliance, Sanctions
Education
University of Bridgeport
MBA, International Business
University of Connecticut
BA, Economics
Zhang & Company, LLC August 2015 - Present
AIS Capital Management, L.P. September 2013 - July 2015
Frontera Management, LLC December 2008 - July 2015
U.S. Trust, Bank of America 2006 - 2008
Union Bancaire Privée - UBP 2005 - 2006
Citigroup 2003 - 2005
Credit Agricole Lazard Financial Products 2000 - 2003
UBS, Credit Suisse, Bear Stearns 1993 - 2000
Skills
portfolio management,..., Wealth Management, Securities, Portfolio Management, Asset Managment, Derivatives, Hedge Funds, Asset Allocation, Options, Bloomberg, Global Macro, Capital Markets, Investments, Alternative Investments, Trading, Investment Advisory, Investor Relations, Fixed Income, Equity Derivatives, Investment Strategies, Asset Management, Investment Management
Education
University of Pennsylvania - The Wharton School 1992 — 1994
Master's degree, Finance
University of Rochester 1989 — 1992
Bachelor's degrees, Mathematics and Statistics, economics
U.S. Trust Bank of America June 2015 - Present
Phillips Law Offices January 2015 - Present
Law Office of Jason M. Chmielewski September 2013 - April 2014
Center for Diabetes Research and Policy June 2013 - August 2013
United States District Court for the Southern District of Ohio July 2012 - August 2012
Congressman John Boehner, Speaker of the House January 2011 - August 2011
U.S. House of Representatives June 2009 - August 2009
Full Picture June 2008 - August 2008
United States District Court for the Southern District of Ohio May 2008 - June 2008
Skills
Legal Research, Research, Legal Writing, Westlaw, Public Policy
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2011 — 2014
JD
University of Michigan 2006 — 2010
BA, English
IES, Barcelona
Self Employed 2014 - Present
Wells Fargo Home Mortgage 2012 - June 2013
American Shakespeare Center January 2010 - September 2012
U.S. Trust, Bank of America 2007 - 2008
Bank of America October 1999 - July 2007
NationsBank (Bank of America) September 1993 - October 1999
Crédit du Nord January 1991 - December 1992
Citizens and Southern National Bank (Bank of America) January 1980 - December 1990
Citizens and Southern National Bank (Bank of America) January 1976 - January 1980
Skills
Credit underwriting for..., Custom mortgage delivery, Fundraising, Non-profits, Credit, Banking, Commercial Banking, Event Planning, Mergers, Investments, Event Management, Strategic Planning, Public Speaking, Leadership Development, Team Building
Education
The University of Georgia 1971 — 1974
B.A., Psychology
Northrup Associates Realtors June 2013 - Present
DDES, LLC March 2014 - September 2014
Brookwood Securities Partners LLC April 2012 - March 2014
Baker & Company, PC August 2010 - May 2012
FSP Investments, LLC June 2009 - August 2010
U.S. Trust Bank of America January 2008 - June 2009
Morgan Stanley March 2006 - January 2008
A.G. Edwards & Sons, Inc. January 2004 - March 2006
The Jewish Theological Seminary December 2002 - January 2004
Harvard Pilgrim Health Care September 1999 - January 2002
Education
Boston University 1995 — 1999
B.S. Business Administration, General Management
Boston University Questrom School of Business 1995 — 1999
RBC Wealth Management September 2014 - Present
Merrill Lynch April 2013 - Present
U.S. Trust, Bank of America October 2010 - Present
Bank of America January 2010 - September 2010
Bank of America October 2007 - December 2009
Skills
Management, Banking, Salesforce.com, Finance
Education
University of Maine
Bachelor of Arts (BA), Public Administration
U. S. Bank September 2012 - Present
U.S. Trust, Bank of America 1985 - 2012
Skills
Banking, Investments, Asset Management, Portfolio Management, Wealth Management, Loans, Investment Advisory, Credit, Mortgage Lending, Series 7, Private Banking, Mutual Funds, Financial Services, Financial Planning
Education
Texas Tech University
BBA, General Business; Management, Marketing, Accounting, Finance, Law, Economics
Citi February 2014 - Present
U.S. Trust, Bank of America July 2012 - February 2014
Northwestern Mutual June 2011 - December 2011
Marcus & Millichap Real Estate Investment Sales June 2010 - August 2010
ThirstyTerps January 2010 - June 2010
Skills
Sales, Strategic Financial..., PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Analysis, Market Research, Investment Management, Client Relations Skills, Financial Markets, Financial Statements, Trust Management, Bloomberg, Portfolio Management, Portfolio Performance...
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2012
Bachelor of Science (BS), Finance
Universitat Autònoma de Barcelona 2011 — 2011
Lower Merion High School 2004 — 2008
U.S. Trust, Bank of America January 2013 - Present
Skills
Tax Compliance, Estate Planning, Trusts, High Net Worth..., Retirement Planning, Retirement, Investments, Wealth Management, Social Security, Income Tax, Tax Preparation, Personal Financial..., Gift Tax, Estate Tax Planning, Tax, Financial Planners, Wealth Management..., CPA
Education
University of North Florida - College of Business Administration 1984 — 1986
BBA, Accounting
Episcopal High School 1972 — 1976
Waddell & Reed June 2014 - Present
Cassidy Turley January 2012 - November 2012
U.S. Trust, Bank of America May 2009 - September 2011
Highwoods Properties March 2000 - March 2009
La Petite Academy February 1998 - March 2000
Ernst & Young February 1985 - December 1997
Skills
Human Resources, Management, Administrative..., Office Management, Time Management, Auditing, Outlook, Real Estate, Office Administration, Event Planning, Microsoft Excel, Strategic Communications, Payroll, Data Entry, Invoicing, Process Scheduler, Benefits Administration, Accounts Payable, PeopleSoft, Accounting, Budgets, Expense Management, Recruiting, Sales, Travel Arrangements, Customer Service, Leadership, Employee Relations, Microsoft Office, Process Improvement, Administrative...
Education
University of Central Missouri 1969 — 1971
CMC Ventures 2003 - Present
Calvin Klein 2003 - Present
GIC Investment 1998 - 2001
Bank of New York Mellon 1997 - 1998
CMC Fine Art 1993 - 1997
Reich & Tang LP 1989 - 1993
U.S. Trust Bank of America 1983 - 1989
Skills
Portfolio Management, Sales, Strategic Planning, Start-ups, Investments, Financial Modeling, Leadership, Social Networking, Marketing Strategy, Business Development, Advertising, Trend Spotting, Fashion, Retail, Strategic Vision, Business Strategy, Financial Analysis, Fine Art, Public Policy Research, Art Consulting, Financial Regulation, Vision Development, Telecom Regulation, Telecommunications, Painting, Mergers & Acquisitions, Financial Advisory, Team Building, Microsoft Excel
Education
The Art Students League of New York 1988 — 1991
Painting
Rutgers, The State University of New Jersey-Newark 1981 — 1983
MBA, Finance
Baylor College of Medicine 1977 — 1978
BSMT, Pre-Med
Rochester Institute of Technology 1974 — 1977
BSMT, Pre-Med
Our Lady of Mercy 1970 — 1974
Regants, High School
Our Lady of Lourdes Grammer School 1962 — 1970
Grammer
Royal College of Art
Painting & Printmaking, Post Graduate
Deutsche Bank Private Wealth Management June 2012 - Present
U.S. Trust - Bank of America September 2009 - May 2012
Trinity Analytica March 2008 - September 2009
Morgan Stanley October 2006 - January 2008
Charles Schwab - U.S. Trust Company September 2000 - September 2006
US Trust Company / Division of Bank of America 2000 - 2006
Atlantic Bank of New York 1994 - 2000
Education
Queens College 1985 — 1991
B.A., English
St. Francis Prep 1980 — 1984
St. Matthias 1972 — 1980
U.S. Trust, Bank of America January 2000 - Present
Retirement Capital Advisors December 1997 - January 2000
Barrington Capital Management September 1994 - December 1997
LaSalle National Bank April 1993 - September 1994
Mercer 1992 - 1993
Education
University of Notre Dame 1988 — 1992
U.S. Trust Bank of America 2011 - Present
Bank of America 2004 - 2011
FleetBoston Financial 1998 - 2004
Wells Fargo November 1996 - March 1998
The Maassachusetts Company June 1990 - December 1994
Education
Bradford College 1987 — 1990
Bachelor of Arts, Business Management
U.S. Trust, Bank of America August 2007 - Present
Skills
Asset Allocation, Investments, Wealth Management, Asset Management, Investment Management, Portfolio Management, Investment Strategies, Equities, Financial Analysis, Mutual Funds, Banking, Investment Advisory, Fixed Income, Finance, Alternative Investments
Education
University of Missouri-Columbia 2003 — 2007
BSBA, Finance & Banking
Extended Stay Hotels 2011 - Present
NewellRubbermaid July 2010 - November 2011
U.S. Trust Bank of America March 1998 - March 2009
PwC June 1995 - March 1998
Skills
Financial Analysis, Process Improvement, Program Management, Management, Strategic Planning, Training, CRM, Analysis, Budgets, Risk Management, Leadership, Project Management, Change Management, Sales, Team Building
Education
Queens University of Charlotte - McColl School of Business 2009 — 2011
MBA, Finance
Queens University of Charlotte 2004 — 2008
BA, Business Administration, 3.83
Intuit May 2014 - Present
Intuit August 2010 - May 2014
U.S. Trust Bank of America March 2007 - May 2010
Bank of America September 2005 - March 2007
Education
University of California, Santa Barbara
BA, Sociology
University of San Diego
Masters, Global Leadership and Business
University of San Diego
Certificate, Project Management
U.S. Trust, Bank of America September 2010 - Present
Krempa Associates, Inc. June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Bloomberg Terminal, Bloomberg, Risk Management, Analysis, Microsoft Office, PowerPoint, Investments, Portfolio Management, Financial Analysis, Valuation, Research, Data Analysis, Economics, Equities, Fixed Income, Public Speaking, Emerging Markets, Capital Markets, Alternative Investments, Investment Management, Finance, Social Media
Education
The Johns Hopkins University 2006 — 2010
BA, Economics, Financial Economics (minor), Entrepreneurship & Management (minor)
U.S. Trust, Bank of America 2009 - Present
Bank of America 2007 - 2009
Bank of America 2006 - 2007
Charles Schwab 2003 - 2006
Skills
Portfolio Management, Alternative Investments, Asset Allocation, Series 7, Wealth Management, Fixed Income
Education
University of California, Davis 1998 — 2002
Bachelor of Science, Biological Sciences
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
Bank of Texas July 2014 - Present
USAA December 2013 - June 2014
Capital One May 2009 - August 2013
U.S. Trust Bank of America June 2000 - May 2009
Fidelity Investments August 1991 - June 2000
Skills
Wealth Management, Investments, Wealth Transfer, Trust Services, Estate Planning, Financial Planning, Retirement Planning, Asset Protection, Philanthropy, Portfolio Management, Investment Advisory, Asset Management, Strategic Financial..., Wealth, High Net Worth..., Investment Management, Finance, Wealth Management..., Series 7, Asset Allocation, Investment Strategies, Private Banking, Mutual Funds
Education
Texas Christian University 1986 — 1991
Bachelor of Arts, Economics
Texas Christian University - M.J. Neeley School of Business 1986 — 1991
Bachelor of Business Administration, Finance
Highland Park High School 1982 — 1986
Merrill Lynch - Bank of America September 2013 - Present
U.S. Trust - Bank of America June 2010 - September 2013
Bank of America January 2006 - May 2010
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Due Diligence, Portfolio Management, Equities
Education
Boston College - Carroll School of Management 2008 — 2010
MBA, Corporate Finance
Tulane University 1998 — 2002
Bachelor of Science
Wells Fargo Bank June 2012 - Present
Fifth Third Bank April 2009 - February 2012
U.S. Trust, Bank of America January 2007 - April 2009
Bank of America April 2002 - January 2006
First Union National Bank 1996 - 2000
First Union National Bank 1996 - 2000
First Union National Bank 1996 - 2000
Skills
FINRA Licenses 7,24,66, Finance, FINRA, Wealth Management..., Credit Analysis, Investments, Financial Analysis, Investment Advisory, Consumer Lending, Wealth Management, Credit, Loans, Series 7, Mortgage Lending, Series 24, Commercial Lending, Series 63, Banking, Asset Management, Asset Allocation, Small Business Lending, Commercial Banking, Portfolio Management
Education
The Ohio State University - The Max M. Fisher College of Business
Bachelors of Science, Finance
CME Group October 2012 - January 2013
Barclays Investment Bank July 2011 - January 2012
Barclays Capital Market April 2011 - January 2012
U.S. Trust Bank of America Private Wealth Management December 2006 - May 2011
U.S. Trust Bank of America December 2006 - March 2011
Lehman Brothers July 2006 - December 2006
Willis April 2005 - July 2006
JPMorgan Chase August 1988 - April 2005
Skills
Microsoft Office, Outlook, Concur, QuickBooks, Peachtree, Ariba
Education
Middlesex County College 2012 — 2012
Certificate in Computerized Accounting, Microsoft, Quickbooks, Peachtree and General Accounting
Cornell University 2005 — 2006
Business Writing and Public Speaking
U.S. Trust, Bank of America
Skills
Accounting, Tax
Education
University of Rhode Island
Bachelor's degree, Accounting and Finance