U.S. Trust, Bank of America Private Wealth Management
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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U.S. Trust, Bank of America Private Wealth Management Employees
Law Clinic January 2012 - November 2012
Dallas County Probate Court 1 June 2012 - July 2012
U.S. Trust, Bank of America Private Wealth Management January 2012 - April 2012
Fort Worth ISD August 2011 - December 2011
U.S. Department of Housing and Urban Development June 2011 - July 2011
Skills
Legal Research, Courts, Legal Writing, Westlaw, Lexis, Due Diligence, Oil & Gas Industry, Oil/Gas, Leases, Oil & Gas, Microsoft Excel, Microsoft Office
Education
Texas A&M University School of Law 2010 — 2013
Austin College 2006 — 2010
BA, Business Administration
U.S. Trust July 2015 - Present
U.S. Trust July 2014 - July 2015
Comprehensive Financial Management October 2013 - June 2014
U.S. Trust, Bank of America Private Wealth Management June 2013 - August 2013
Kefan Investment Co. September 2012 - December 2012
Leavey School of Business August 2011 - June 2012
Santa Clara University January 2012 - March 2012
Skills
Market Research, Translation, Blogging, PowerPoint, Access, Microsoft Word, Microsoft Excel, Administrative Work, Leadership, Bloomberg Terminal
Education
Santa Clara University - Leavey School of Business 2010 — 2014
Finance, International Business, 3.98
Fudan University 2012 — 2012
Chinese, Urban Studies, 3.94
Circle of Independent Learning 2007 — 2010
High School, 3.97
Ohlone College 2006 — 2009
3.93
U.S. Trust, Bank of America Private Wealth Management March 2015 - Present
U.S. Trust, Bank of America Private Wealth Management December 2014 - Present
U.S. Trust, Bank of America Private Wealth Management May 2010 - November 2014
Bank of America September 2006 - April 2009
Merrill Lynch March 2003 - April 2006
Prudential Securities March 2000 - March 2003
Skills
Investments, Series 7, Portfolio Management, Banking, Mutual Funds, Financial Analysis, Retirement Planning, Training, Program Management, Wealth Management, Commercial Banking, Securities, Investment Advisory, Management, Asset Allocation, Finance, Series 63, Financial Services
Education
Bryant University
MBA, Management
Boston University 1970 — 1974
BS, Education
St. Anselm's Abbey School
Union Bank October 2013 - Present
U.S. Trust, Bank of America Private Wealth Management February 2013 - October 2013
U.S. Trust, Bank of America Private Wealth Management February 2012 - January 2013
U.S. Trust, Bank of America Private Wealth Management December 2008 - January 2012
U.S. Trust, Bank of America Private Wealth Management May 2008 - August 2008
U.S. Trust, Bank of America Private Wealth Management May 2007 - August 2007
Skills
Wealth Management, Trust Management, Trust Services, Wealth Management..., Estate Planning, Estate Tax Planning, Financial Planning, High Net Worth..., Investment Management, Retirement Planning
Education
Campbell University 2008 — 2008
MBA, Business Administration
Campbell University 2003 — 2007
BBA, Trust and Wealth Management
U.S. Trust, Bank of America Private Wealth Management December 2013 - Present
Bryan Cave LLP September 2008 - November 2013
Bryan Cave May 2007 - August 2007
Vanderbilt University September 2006 - May 2007
20th Judicial Circut June 2006 - August 2006
Skills
Legal Research, Estate Planning, Powers of Attorney, Legal Writing, Wills, Westlaw, Business Formation, Corporate Governance, Due Diligence, Trusts, Corporate Law, Mediation
Education
Vanderbilt University Law School 2005 — 2008
JD, Law
Colgate University 2001 — 2005
BA, Philosophy
MICDS 1994 — 2001
U.S. Trust, Bank of America Private Wealth Management July 2015 - Present
Fidelity Investments September 2013 - July 2015
Fidelity Investments July 2009 - August 2013
Fidelity Investments September 2005 - July 2009
Fidelity Investments January 2002 - September 2005
Fidelity Investments September 1998 - January 2002
Skills
Marketing Strategy, Marketing Communications, Account Management, Management, Analytics, Direct Marketing, Financial Services, Marketing, Training, Leadership, Internal Communications, Strategy, Strategic Planning, Business Development, Public Relations, Strategic Partnerships, CRM, Product Management, Sales, Email Marketing, Project Management
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA), International Marketing
Tufts University
Bachelor of Arts (BA)
Deutsche Bank Asset & Wealth Management July 2014 - Present
U.S. Trust, Bank of America Private Wealth Management March 2007 - July 2014
Penguin Group (USA) Inc. July 2004 - March 2007
Skills
Banking, Credit, Series 7, Wealth Management
Education
College of the Holy Cross 2000 — 2004
Bachelor of Arts (B.A.), Political Science
U.S. Trust, Bank of America Private Wealth Management September 2012 - Present
Tampa Museum of Art January 2008 - January 2014
BofA Merrill Lynch July 2007 - September 2012
BofA Banc of America Investments, Inc. January 2006 - September 2007
BofA Banc of America Investments January 2004 - January 2006
BofA- Banc of America Investments, Inc June 2003 - 2004
Prudential Financial- Prudential Securities, Inc. 2000 - 2003
Skills
Wealth Management, Series 7, Series 63, Asset Allocation, Asset Management, Investments, Portfolio Management, Equities, Retirement Planning, Commercial Lending, Strategic Financial..., Private Equity, Asset Managment, Banking, Wealth Management..., Leadership, Financial Analysis, Investment Management, Finance, Financial Services, Private Banking, Wealth, Corporate Finance, Investment Advisory, Mutual Funds, High Net Worth..., Alternative Investments, Investment Strategies, Securities, Financial Advisory, ETFs, Loans, Credit, Mortgage Lending, Capital Markets, Commercial Banking, Fixed Income, Cash Management, Relationship Management, Credit Analysis, Insurance, Investment Banking, Financial Planning
Education
Florida State University 1979 — 1983
Bachelor of Science (B.S.), School of Business- Business Management Major
Wharton School, University of Pennsylvania 2005 — 2006
Executive Leadership Program, Certificate of Completion- Non Degree Program
U.S. Trust February 2015 - Present
U.S. Trust, Bank of America Private Wealth Management May 2012 - Present
Law Office of Steven L. Kay July 2011 - May 2012
Hudson Legal November 2008 - June 2011
Skills
Wills, Powers of Attorney, Courts, Guardianship, Legal Research, Litigation, Legal Writing, Westlaw, Investments, Legal Assistance, Trusts, Estate Planning, Estate Administration, Trust Services, Document Review
Education
Saint John's University School of Law 2005 — 2008
Juris Doctorate
Boston University Questrom School of Business 2001 — 2005
Bachelor of Science, Business Administration; International Management and Finance
U.S. Trust, Bank of America Private Wealth Management October 2013 - Present
Merrill Lynch June 2011 - October 2013
Skills
Investments, Mutual Funds, Asset Managment, Strategic Financial..., Asset Management, Wealth Management, Series 7, Series 66, CRPC, Financial Analysis, Financial Statements, Bloomberg
Education
Florida State University 2006 — 2010
Bachelor of Science, Applied Economics
Fidelity Investments May 2015 - Present
Silicon Valley League of the San Francisco Symphony February 2013 - April 2015
U.S. Trust, Bank of America Private Wealth Management January 2012 - December 2013
3C Advisors & Associates, Inc./Mesirow Financial (Contract work) May 2009 - December 2011
Swing Bridge Capital Advisors 2005 - 2009
Bid4Assets.com 2001 - 2004
Claims Acquisition & Mgmt., Inc./Seidler Amdec Securities, Inc./Bateman Eichler Hill Richards January 1987 - December 2000
Skills
Investments, Financial Services, Wealth Management, Investment Management, Valuation, Financial Analysis, Research, Equities, Financial Advisory, Alternative Investments, Hedge Funds, Financial Transactions, Trading, Financial Reporting
Education
California State University-Northridge
Bachelor of Science, Business Administration - Finance
UBS Financial Services October 2007 - Present
U.S. Trust, Bank of America Private Wealth Management 2006 - 2007
Merrill Lynch 2003 - 2006
Education
Campbell University 1998 — 2003
Masters of Business Administration, Trust M.B.A., Magna Cum Laude
U.S. Trust June 2015 - Present
U.S. Trust, Bank of America Private Wealth Management June 2013 - June 2015
SunTrust Bank April 2012 - June 2013
U.S. Trust, Bank of America Private Wealth Management August 2010 - April 2012
Campbell University 2008 - May 2010
Education
Campbell University 2009 — 2010
Master of Business Administration
Campbell University 2005 — 2010
BBA, Trust and Wealth Management; Minor in Financial Planning
2016 Level II Candidate in the CFA Program
U.S. Trust, Bank of America Private Wealth Management May 2015 - Present
Hemenway & Barnes May 2013 - May 2015
BLA Schwartz, PC March 2011 - May 2013
Office of the Governor's Legal Counsel September 2010 - March 2011
Skills
Litigation, Probate Litigation, Land Use Litigation, Civil Litigation, Construction Law, Contract Law, Arbitration, Mediation, Business Litigation, Legal Writing
Education
Duke University School of Law 2007 — 2010
J.D., cum laude
Virginia Tech 1998 — 2002
B.A., English
U.S. Trust, Bank of America Private Wealth Management December 2009 - Present
Branton & Wilson, APC September 2008 - December 2009
Best, Best and Krieger January 2007 - September 2008
Stay at home mom August 2005 - January 2007
United Way February 2004 - August 2005
LYNCH & WHITE, ATTORNEYS August 2003 - February 2004
Baker & Hostetler LLP August 1999 - August 2003
Skills
Estate Tax Planning, Inheritance Tax Planning, Wealth Transfer Planning, Trusts, Retirement Planning, Estate Planning, Estate Administration, Wealth, Wealth Management, Gifts, Wealth Transfer, Tax, Financial Planning, Wills, High Net Worth..., Investments, Succession Planning, Non-profits, Income Tax, Asset Protection, Business Transactions, Asset Management, Charitable Giving, Tax Law, Public Speaking, Portfolio Management, Strategic Financial..., Asset Managment, Asset Allocation, Wealth Management..., Trust Management, Charities
Education
University of San Diego School of Law 2008 — 2010
LL.M. Taxation, Taxation
Case Western Reserve University School of Law 1996 — 1999
J.D., Law
John Carroll University 1993 — 1996
B.A., Political Science
Canisius College 1992 — 1992
Stancil & Company November 2014 - Present
Rives & Associates, LLP August 2011 - October 2014
NC Department of Justice July 2010 - December 2010
Western Wake Law Group July 2009 - December 2010
Campbell University School of Law Alumni Relations Office May 2009 - December 2009
U.S. Trust, Bank of America Private Wealth Management June 2006 - July 2008
Law Office of Duncan McCormick August 2003 - March 2006
Skills
Trusts, Public Speaking, Legal Writing, Estate Planning, Legal Research, Westlaw, Insurance, Civil Litigation, Tax, Lexis, Litigation, Corporate Law, Estate Administration, Wills, Small Business, Tax Preparation, Tax Law, Estate Tax Planning
Education
Campbell University, Norman Adrian Wiggins School of Law 2008 — 2011
J.D., Business Track
Campbell University 2009 — 2010
M.T.W.M., Masters in Trust and Wealth Management
Campbell University, Lundy-Fetterman School of Business 2003 — 2006
Bachelors of Business Administration, Trust and Investment Management
Alpine Private Capital/Alpine Investment Management LLC June 2014 - Present
J.P. Morgan October 2010 - June 2014
U.S. Trust, Bank of America Private Wealth Management September 2004 - October 2010
Fidelity Investments April 2001 - September 2004
Edward Jones July 1999 - September 2001
Morningstar May 1998 - June 1999
Skills
Wealth Management, Private Banking, Investment Management, Wealth Management..., Strategic Financial..., Private Wealth..., Certified Financial..., Family Office, Asset Management, Asset Allocation, Equities, Retirement, Portfolio Management
Education
College for Financial Planning 2007 — 2007
CFP, Financial Planning
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
B.S., Finance
Parkway South
U.S. Trust, Bank of America Private Wealth Management April 2013 - Present
The Law Office of Scott G. Morrison January 2012 - April 2012
California Western School of Law April 2011 - April 2012
California Western School of Law May 2011 - August 2011
The Law Offices of Rodney T. Herring April 2011 - July 2011
Skills
Lexis, Legal Research, Legal Writing, Westlaw, Legal Assistance, Estate Planning, Trusts, Research, Document Review, Document Drafting, Tax Law
Education
California Western School of Law 2010 — 2012
Juris Doctor
University of Nevada-Reno 2000 — 2003
Bachelor of Science, Business Marketing (Minor in E-Business)
MoneyGram International April 2014 - Present
CBRE July 2010 - September 2013
CROSSMARK February 2010 - July 2010
Susan G. Komen for the Cure June 2008 - November 2008
U.S. Trust, Bank of America Private Wealth Management November 2006 - April 2008
UBS Wealth Management US May 2004 - October 2006
Citigroup June 2003 - May 2004
Spherion at Deutsche Bank, NY June 2001 - February 2002
Sony Electronics December 2000 - May 2001
KPMG LLP December 1997 - December 2000
Skills
Recruiting, Talent Management, Human Resources, Talent Acquisition, Sourcing, Training, Applicant Tracking..., PeopleSoft, Management, Leadership, Personnel Management, Employee Training, HRIS, Organizational..., Hiring, Employment Law, Change Management, Social Networking, Staff Development, Performance Management, Strategy, Interviews, Internet Recruiting, Onboarding, Project Management, Employee Relations, Recruiting Process..., OFCCP, Social Media Outreach, Staff Management, Full Cycle Recruiting, Mentoring, HRIS Database Management, Generalist Profile, Technical Recruiting, Succession Planning, Outsourcing, Training Staff, Career Counseling, Deferred Compensation, Employer Branding, Behavioral Event..., Workforce Planning, Benefits Negotiation, HR Policies, iCIMS, Program Management, Affirmative Action..., EEO Compliance
Education
Columbia University in the City of New York 1997 — 2001
MA
Bryn Mawr College
AB
Classical High School
Hugh School Diploma
U.S. Trust, Bank of America Private Wealth Management April 2011 - Present
The Law Offices of Bruce Kiselstein, Ltd. November 2005 - April 2011
James C. Provenza, P.C. August 2002 - November 2005
Law Offices of Grabowski & Greene Associate Attorney April 1999 - August 2002
Skills
Trust Services, Estate Planning, Tax Reduction Strategies, Estate Administration, Gift Tax, Tax, Trusts, Wills, Estate Tax Planning, Wealth, Income Tax, High Net Worth..., Wealth Management..., Trust Management, Fiduciary, Estate Law, Powers of Attorney, LLC, Asset Protection, Wealth Management
Education
The John Marshall Law School 2003 — 2006
LLM, Tax
Seattle University School of Law 1994 — 1997
JD, Law
Chulalongkorn University 1995 — 1995
Law
Arizona State University 1991 — 1994
BA, Political Science
Millard South 1985 — 1989
The Depository Trust & Clearing Corporation May 2015 - Present
U.S. Trust, Bank of America Private Wealth Management December 2004 - May 2015
Sony Music Entertainment December 2003 - December 2004
INSEAD January 2002 - December 2002
Village Ventures March 2000 - December 2001
Dow Jones / The Wall Street Journal August 1999 - March 2000
Agency.com August 1998 - August 1999
International Herald Tribune November 1994 - May 1998
Skills
Digital Marketing, Social Media, Online Marketing, Content Marketing, Strategy, User Experience, Business Strategy, Cross-functional Team..., CRM, Marketing, Start-ups, Business Development, Leadership, Mobile Devices, Marketing Strategy, Vendor Management, Project Management, Strategic Planning, Business Analysis, New Business Development, Market Research, IT Strategy, Enterprise Software, Strategic Partnerships, Business Process, Analysis, Content Strategy, Marketing Communications, Analytics, Team Management, E-commerce, Digital Strategy, Management Consulting, Financial Services, Account Management, French, Product Management, Budgets, Portfolio Management, Competitive Analysis, Knowledge Management, Engagement Management, German
Education
INSEAD 2002 — 2002
MBA, Business
Amherst College 1987 — 1991
BA cum laude
Montclair High School 1983 — 1987
U.S. Trust, Bank of America Private Wealth Management January 2015 - Present
Harbor National Bank July 2006 - December 2014
SunTrust Bank August 1998 - July 2006
NBSC, a division of Synovus Bank 1993 - 1997
Education
The Citadel 1996 — 1998
Master of Business Administration (MBA)
Emory University 1989 — 1993
Bachelor of Arts, International Studies
Standard & Poor's July 2013 - Present
J.P. Morgan June 2012 - August 2012
US Trust, Bank of America Private Wealth Management January 2011 - May 2012
U.S. Trust, Bank of America Private Wealth Management February 2008 - January 2011
Skills
Investments, Financial Modeling, Equities, Fixed Income, Valuation, Writing, Equity Research, Investment Management, Financial Planning, Estate Planning, Portfolio Management, Mutual Funds, Analysis, Wealth Management..., Hedge Funds
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Financial Instruments & Markets, Accounting
Hamilton College 2002 — 2006
Economics, Spanish
Maxim Integrated February 2015 - Present
Maxim Integrated July 2014 - January 2015
Aeronavics Ltd November 2013 - February 2014
Sears Holdings Corporation June 2013 - August 2013
U.S. Trust, Bank of America Private Wealth Management February 2010 - June 2012
Bank of America October 2009 - February 2010
Bank of America Merrill Lynch October 2008 - February 2010
Bank of America June 2006 - September 2008
Skills
Finance, Banking, Management, Mergers & Acquisitions, Financial Modeling, Business Strategy, Financial Analysis, Corporate Finance, Strategy, Mergers, Strategic Planning, Project Management, Valuation, Data Analysis, Leadership, Credit, Investment Management, Investments, Portfolio Management, Equities, Financial Accounting, Analytics, Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Marketing
Boston College 2002 — 2006
Bachelor's Degree, Finance & Philosophy, summa cum laude, GPA: 3.86/4.00
U.S. Trust, Bank of America Private Wealth Management July 2013 - Present
Bank of America June 2012 - August 2012
Korean American League for Civic Action June 2011 - August 2011
Friends of Grace Seniors Inc. June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Teamwork, Microsoft Word, Research, Event Planning, Financial Analysis, Customer Service, Eviews, Social Media, Community Outreach, Public Relations, Leadership, Event Management, Facebook
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor of Science (B.S.), Finance, Management&Leadership
Universidad Carlos III de Madrid 2011 — 2011
Tappan Zee High School 2005 — 2009
BNY Mellon Wealth Management February 2013 - Present
White Knight Capital, LLC February 2011 - Present
Unger & Co. Commercial Capital, Inc. September 2010 - February 2013
U.S. Trust, Bank of America Private Wealth Management July 2006 - September 2010
Bank of America September 2002 - July 2006
Skills
Mezzanine, Banking, Credit, Debt, Investments, Financial Planning, Financial Analysis, Asset Management, Series 7, Middle Market, Interest Rate Swaps, Strategic Financial..., Wealth Management, Finance, Capital Markets, Commercial Lending, Loans, Financial Advisory, Asset Allocation, Treasury Management, Estate Planning, Portfolio Management, Investment Management, Relationship Management, Mergers & Acquisitions, Derivatives, Wealth, Project Finance, Asset Based Lending
Education
Florida State University - College of Business
Finance
U.S. Trust March 2011 - Present
U.S. Trust, Bank of America Private Wealth Management March 2008 - March 2011
Bank of America July 1999 - March 2008
Fleet Financial Group May 1993 - June 1999
KPMG US September 1989 - May 1993
KPMG US August 1987 - August 1989
Education
Georgetown University 1983 — 1987
Bachelor of Business Administration (B.B.A.)
U.S. Trust, Bank of America Private Wealth Management September 2005 - Present
Bank of America January 2005 - September 2005
Bank of America Private Bank 2001 - 2004
Bank of America 1998 - 2001
Bank of America 1996 - 1998
Webster University 1995 - 1996
Barnett Banks Inc. 1993 - 1996
Barnett Banks, Inc. 1988 - 1993
Blue Cross and Blue Shield of Florida 1984 - 1988
Skills
SQL, Microsoft Excel, Analytics, Analysis, Business Analysis, Management, Data Analysis, SharePoint, Risk Management, Banking, Portfolio Management, Product Management, SAS, Great Plains Software, FRx Report Designer, Visual Studio, SSRS, Decision Support, Microsoft Office, Microsoft Access, Credit, Process Improvement, Financial Modeling, Financial Analysis, Vendor Management, Relationship Management, Finance, Retail Banking, Access
Education
University of Florida 1981 — 1983
MBA, Marketing
Jacksonville University 1977 — 1981
BS, Marketing/Management
Acumen January 2014 - Present
Acumen January 2013 - January 2014
Acumen August 2012 - December 2012
Driptech January 2012 - June 2012
Driptech February 2011 - December 2011
U.S. Trust, Bank of America Private Wealth Management July 2007 - February 2011
Johns Hopkins University July 2007 - February 2011
Renmin University of China 2006 - 2007
Skills
Entrepreneurship
Education
Fordham University 2008 — 2008
Certificate, Emerging Markets and Political Risk Analysis
Fairfield University 2002 — 2006
B.A., Economics and International Studies Minor: Asian Studies
The Northern Trust Company July 2010 - Present
U.S. Trust, Bank of America Private Wealth Management January 2003 - August 2010
UBS Global Asset Management (formerly Brinson Partners) 1998 - 2003
Northern Trust 1994 - 1998
Skills
Portfolio Management, Alternative Investments, Investments, Investment Strategies, Wealth Management, Bonds, Financial Services, Trading, Options, High Net Worth..., Asset Managment, Bloomberg, Hedge Funds, Institutional, Investment Advisory, Performance Attribution, Tactical Asset..., Strategic Financial..., Private Equity, Institutional..., Estate Planning, Endowments, Asset Allocation, Equities, Family Office, Relationship Management, Investment Management, Mutual Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2003
MBA, Finance
Calvin College 1991 — 1995
Bachelor's degree, Business Administration and Management, General
U.S. Trust, Bank of America Private Wealth Management September 2008 - Present
Bank of America April 2004 - September 2008
FleetBoston Financial 1997 - 1999
BankBoston 1990 - 1993
Wang Laboratories 1988 - 1990
Yankee Bank February 1986 - November 1987
Yankee Bank 1986 - 1987
Skills
Alternative Investments, Asset Allocation, Asset Management, Banking, Financial Services, Fixed Income, Investments, Portfolio Management, Process Improvement, Risk Management, Wealth Management, Wealth Management..., Financial Analysis, Hedge Funds, Management, Mutual Funds
Education
Babson College 1982 — 1984
Master of Business Administration (MBA), Finance
Providence College 1974 — 1977
Bachelor of Science (B.S.), Accounting
University of Massachusetts, Amherst 1972 — 1973
U.S. Trust, Bank of America Private Wealth Management November 2008 - Present
US Trust 2006 - 2008
US Trust 2003 - 2006
Sapient 1999 - 2003
Skills
Portfolio Management, Wealth Management, Asset Managment, Alternative Investments, Equities, Asset Allocation, Capital Markets, Derivatives, Financial Services, Fixed Income, Hedge Funds, Investment Strategies, Asset Management, Investment Management, Investments, Management
Education
Cornell University
BS, Operations Research and Industrial Engineering
Merrill Lynch Wealth Management December 2014 - Present
U.S. Trust, Bank of America Private Wealth Management October 2013 - December 2014
U.S. Trust, Bank of America Private Wealth Management March 2012 - October 2013
Skills
Wealth Management..., Wealth Management, Private Banking, Estate Planning, Trusts, Banking, Investment Management, Asset Allocation, Financial Analysis
Education
California Western School of Law 2006 — 2009
Juris Doctor
University of Arizona 1999 — 2003
B.A., Economics & Spanish Literature
Saratoga High School
BB&T October 2010 - Present
Bank of America January 2009 - October 2010
Bank of America 2008 - 2009
U.S. Trust, Bank of America Private Wealth Management May 2003 - 2008
Bank of America Private Bank November 1997 - May 2003
Wachovia, A Wells Fargo Company 1993 - 1997
Skills
Wealth Management, Banking, Credit, Loans, Portfolio Management, Private Banking, Commercial Banking, Retail Banking, Investments, Risk Management, Underwriting, Financial Services, Cross Selling, Relationship Management, Credit Risk, Wealth, Investment Advisory, Strategic Financial..., Asset Management, Commercial Lending, Retirement Planning, Series 63, Wealth Management..., Financial Analysis, Credit Analysis, Leadership, Consumer Lending, Mortgage Lending, Small Business Lending, Trust Services, Investment Management, Financial Planning
Education
Duquesne University School of Law 1980 — 1983
JD, Law, Estate Planning
University at Buffalo 1976 — 1980
BA, Political Science / Accounting
Self Employed November 2010 - August 2011
U.S. Trust, Bank of America Private Wealth Management April 2007 - November 2010
Bank of America June 2003 - April 2007
Bank of America September 2000 - June 2003
Bank of America January 1997 - September 2000
Bank of America June 1993 - January 1997
Branch Banking and Trust Company August 1986 - June 1993
First Citizens Bank August 1984 - August 1986
Skills
Portfolio Management, Banking, Wealth Management
Education
Campbell University 1980 — 1984
BBA
Specialized Training and Community Involvement
The Salem Group February 2015 - Present
Bank of America, Legacy Assets and Servicing March 2012 - April 2014
U.S. Trust, Bank of America Private Wealth Management July 2008 - March 2011
LaSalle Bank January 2002 - July 2008
Bank of America, Private Banking March 1992 - July 2001
Skills
Financial Services, Risk Management, Loans, Banking, Wealth Management, Financial Risk, Leadership, Private Banking, Commercial Banking, Credit Analysis, Credit, Commercial Lending, Retail Banking, Management
Education
Governors State University
Business Administration, Accounting and Finance
Thornton Community College
Associate In Science, Business Administration
People's United Bank 2010 - 2013
U.S. Trust, Bank of America Private Wealth Management 2006 - 2010
PNC Wealth Management - PNC Bank, Florida, N.A. 2004 - 2006
The Ayco Company, L.P., A Goldman Sachs Company 1998 - 2004
SunTrust Bank 1995 - 1998
Wilmington Trust of Florida 1988 - 1995
Skills
Portfolio Management, Wealth Management, Investments, Asset Management, Investment Advisory, High Net Worth..., Investment Management, Private Wealth..., Relationship Management, Investment Research, Equities, Fixed Income, Asset Allocation, Retirement Planning, Estate Planning, Strategic Financial..., Finance, Due Diligence, Banking
Education
Boston College
Bachelor's Degree, Political Science and Economics
University of South Florida
Graduate coursework, M.S. Program in Finance and Economics
Merrill Lynch March 2009 - Present
U.S. Trust, Bank of America Private Wealth Management December 2004 - March 2009
JP Morgan Private Bank 1994 - 2004
Education
University of Pennsylvania - The Wharton School 2010 — 2010
Certified Investment Management Analyst Certification Program
Duke University - The Fuqua School of Business 2002 — 2004
MBA
Southern Methodist University - Cox School of Business 1989 — 1993
BBA, Finance/Real Estate/Economics
BB&T June 2012 - Present
U.S. Trust, Bank of America Private Wealth Management August 2007 - June 2012
Norton. Hammersley, Lopez & Skokos, P.A. 2004 - 2007
Skills
Estate Planning, Tax Law, Estate Tax Planning, Asset Protection, Trust Services, High Net Worth..., Trusts, Wealth Management..., Asset Managment, Investments, Estate Administration, Retirement Planning, Small Business, Wealth Management, Strategic Financial..., Financial Planning, Asset Management, Financial Services
Education
Villanova University School of Law 1994 — 1995
LL.M., Taxation
Emory University 1987 — 1991
B.A., Political Science and English
U.S. Trust, Bank of America Private Wealth Management September 2014 - Present
Hebrew SeniorLife May 2012 - Present
HighVista Strategies February 2008 - September 2014
Noble & Greenough School 2000 - 2014
Deutsche Bank Alex Brown 2002 - 2007
Goldman Sachs 1996 - 2002
Reebok August 1994 - August 1996
Global Petroleum Corp (now Global Partners) 1990 - 1992
Eishockeyverein Zeltweg 1989 - 1990
Hockey Club du St. Gervais 1988 - 1989
Skills
Fundraising, Strategic Planning, Alternative Investments, Investments, Public Relations, Wealth, Portfolio Management, Investment Management, Hedge Funds, Venture Capital, Investor Relations, Editing, Public Speaking, Asset Management, Private Equity, Trading, Research, New Business Development, Strategy, Management, Entrepreneurship, Philanthropy, Business Development, Non-profits, Teaching, Media Relations, Nonprofits, Equities, Social Media, Event Management, Mergers & Acquisitions, Asset Managment, Wealth Management
Education
Harvard Business School 1992 — 1994
MBA
Harvard University 1984 — 1988
AB
Noble & Greenough School 1978 — 1984
U.S. Trust, Bank of America Private Wealth Management August 2015 - Present
Margolis & Bloom, LLP May 2014 - April 2015
Suffolk County District Attorney's Office January 2014 - April 2014
Massachusetts Trial Court, Suffolk County Superior Court September 2013 - January 2014
Massachusetts Commission Against Discrimination June 2013 - August 2013
Boardwalk Properties February 2012 - January 2013
Arbour Counseling Services October 2009 - August 2010
Arbour Counseling Services June 2009 - August 2010
Skills
Real Estate, Legal Writing, Public Speaking, PowerPoint, Nonprofits, Microsoft Excel, Litigation, Legal Research, Customer Service, Data Analysis, Westlaw
Education
Suffolk University Law School 2012 — 2015
Juris Doctor (J.D.), cum laude
Ithaca College 2005 — 2009
Bachelor of Arts (B.A.), Sociology; Minor in Communication Studies
Universitat Autònoma de Barcelona 2008 — 2008
Study Abroad; Spring
Newton North High School 2000 — 2005
Bank of America Merrill Lynch January 2015 - Present
Bank of America April 2013 - Present
U.S. Trust, Bank of America Private Wealth Management June 2010 - April 2013
World Alliance Financial dba Senior Lending Network August 2005 - July 2010
Skills
Advertising, Marketing, Project Management, Vendor Management, Brand Management, Internal Communications, Strategy, Strategic Partnerships, Event Planning, Trade Shows, Process Improvement, Account Management, Product Marketing, Online Advertising, Digital Marketing, Event Management, Marketing Communications
Education
Bryant University 2001 — 2005
Bachelor of Science, Business Administration/Marketing
New York Republican State Committee July 2014 - February 2015
Republican National Committee November 2014 - December 2014
Committee to Elect Terrence Murphy July 2014 - July 2014
Friends of Nan Hayworth March 2014 - June 2014
U.S. Trust, Bank of America Private Wealth Management February 2012 - May 2013
Woods Oviatt Gilman LLP September 2009 - February 2012
Woods Oviatt Gilman LLP June 2008 - August 2008
Boylan, Brown, Code, Vigdor & Wilson, LLP June 2007 - August 2007
Skills
Political Campaigns, Election Law, Campaign Finance Law, FOIL, Fundraising, Social Media Marketing, Zoning, Estate Planning, Trust Management, Estate Tax Planning, Wills & Trusts
Education
Syracuse University College of Law 2006 — 2009
Juris Doctor, Law
SUNY Binghamton 2003 — 2005
M.A., History
Nazareth College of Rochester 1998 — 2002
B.A., History/French
Niskayuna High School 1994 — 1998
NYS Regents Diploma, Regents Curriculum
U.S. Trust, Bank of America Private Wealth Management April 2015 - Present
KeyBank June 2012 - April 2015
Frog Hair Restaurant May 2009 - September 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Some French, Loans, Sales, Teamwork, Customer Service, Time Management, Financial Analysis, Financial Services, Risk Management, Banking, Finance, Leadership, Marketing, Access
Education
Canisius College 2008 — 2012
Bachelor's degree, Criminal Justice, Psychology
Williamsville East High School 2004 — 2008
General Studies
U.S. Trust, Bank of America Private Wealth Management June 2013 - Present
Boston Private Bank April 2012 - May 2013
SEI Investments July 2009 - February 2012
SEI Investments June 2006 - June 2009
SEI Investments June 1999 - May 2006
SEI Investments July 1994 - May 1999
Skills
Wealth Management, Certified Financial..., New Business Generation, New Business Development, Consultative Selling, Complex Sales, Practice Management, Business Strategy, Strategy Development, Process Consulting, Account Management, Large Account Sales, Building Relationships, Developing Client..., Investment Advisory, Trust Accounting, Trust Services, Asset Management, Investment Strategies, Asset Allocation, Product Management, Product Design, Product Launch, Product Strategy, Outsourcing, Mutual Funds, Asset Managment, Relationship Management, Investments, Business Development, Accounting, Sales, Securities, Portfolio Management, Strategy, Selling
Education
Georgia Institute of Technology 1988 — 1994
Bachelor, Electrical Engineering, Minor in Economics
U.S. Trust, Bank of America Private Wealth Management 2014 - Present
SunTrust Bank 2010 - 2014
SunTrust Bank 2004 - 2010
SunTrust Bank 1999 - 2004
Skills
Financial Risk..., Portfolio Management, Investment Management, Wealth Management, Investments, Banking, CRM, Teamwork, Trust Management, Management, Analysis, Financial Services, Risk Management, Asset Allocation, Private Banking, Wealth Management..., Asset Management, Finance, Financial Analysis
Education
Georgia College and State University 2000 — 2004
BA, Finance
Wells Fargo Advisors, LLC July 2014 - Present
Wells Fargo Wealth Management July 2010 - July 2014
U.S. Trust, Bank of America Private Wealth Management July 2009 - July 2010
Bank of America 2008 - 2008
Skills
Fluent in Spanish, Insurance, Asset Allocation, Financial Services, Investment Strategies, Retirement-Plan..., Retirement Planning, Risk Management, Estate Investment..., Financial Analysis
Education
Campbell University
BBA, Trust & Wealth Management, Financial Planning
U.S. Trust, Bank of America Private Wealth Management August 2007 - Present
Union Bank of California February 2001 - August 2007
Copper Mountain Trust November 1997 - January 2001
U.S. Bank July 1996 - October 1997
Wells Fargo / First Interstate Bancorp February 1995 - June 1996
Bowler & Associates, Inc. January 1993 - February 1995
Skills
Event Management, Event Planning, Marketing, Marketing Communications, Integrated Marketing, Business Development, Strategic Planning, Public Relations, Internal Communications, Marketing Strategy, Advertising, New Business Development, Media Relations, Collateral, Strategy, Crisis Communications, Corporate Communications, Management, Strategic Communications
Education
California State Polytechnic University-Pomona
Bachelor of Science (BSc)
U.S. Trust, Bank of America Private Wealth Management August 2010 - Present
Bank of America January 2008 - July 2010
Skills
Portfolio Management, Team Management, Client Development, Equities, Fixed Income, Asset Management, Asset Allocation, Financial Markets, Banking, Customer Relations, Investment Strategies, Investments, Negotiation, Asset Managment, Management, Customer Service, Sales, Investment Management, Wealth Management, Wealth Management..., Mutual Funds
Education
California Polytechnic State University-San Luis Obispo 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
California Polytechnic State University-San Luis Obispo 2002 — 2007
Bachelor of Science, Agricultural Business; Finance
U.S. Trust, Bank of America Private Wealth Management May 2013 - Present
Daiichi Sankyo February 2012 - May 2013
Polaris Energy SRL April 2010 - September 2011
Plastic Surgery Review April 2008 - January 2010
Primary Residential Mortgage April 2008 - September 2009
Bank of America (Countrywide Home Loans) February 2006 - November 2007
Citi (Smith Barney) January 2004 - October 2004
Skills
Healthcare, Finance, Investment Management, Credit, Banking, Relationship Management
Education
The University of Chicago Booth School of Business 2015 — 2015
Professional Certification, Certified Private Wealth Advisor®
California State University-Long Beach 2000 — 2005
BS, Finance, Real Estate & Law
California State University-Long Beach 2000 — 2005
Minor, Business Economics
Bank of America February 2015 - Present
Bank of America October 2013 - Present
U.S. Trust, Bank of America Private Wealth Management November 2010 - June 2013
U.S. Trust, Bank of America Private Wealth Management August 2008 - November 2010
Kahn, Litwin, Renza & Co., LTD January 2009 - May 2009
Batchelor Frechette McCrory Michael & Co. January 2008 - April 2008
Skills
Trust Services, OneSource, Microsoft Excel, Tax, Microsoft Word, Trusts, Tax Returns, Accounting, Tax Preparation, Banking, Risk Management, Time Management, Tax Research, Outlook, Financial Services, Wealth Management, Process Improvement, Customer Service, Financial Analysis, Confidentiality, High Net Worth...
Education
Bryant University 2010 — 2012
Master of Business Administration (MBA)
Roger Williams University 2004 — 2008
BS, Accounting
Wells Fargo March 2010 - Present
U.S. Trust, Bank of America Private Wealth Management January 2007 - February 2010
Bank of America July 2002 - December 2006
Skills
Banking, Wealth Management, Mortgage Lending, Loans, Credit
Education
California State University-Chico 1999 — 2002
Bachelor of Science (BS), Marketing
Santa Rosa Junior College 1997 — 1999
Associate's degree
U.S. Trust, Bank of America Private Wealth Management June 2013 - Present
Accion 2010 - 2015
U.S. Trust, Bank of America Private Wealth Management September 2010 - June 2013
Hudson Valley Bank February 2010 - August 2010
Hudson Valley Bank August 2007 - January 2010
Skills
Credit, Banking
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA, Finance
Colgate University 2003 — 2007
Bachelor of Arts, Geography Major, Economics Minor
Scarsdale High School
U.S. Trust, Bank of America Private Wealth Management September 2010 - Present
Lewis Capital Management LLC January 2006 - October 2010
Doheny Asset Management LLC September 1995 - November 2005
JP Morgan November 1991 - July 1995
Skills
Investments, Asset Allocation, Investment Strategies, Equities, Investment Management, Portfolio Management, Fixed Income
Education
Columbia University in the City of New York 1985 — 1989
BA, Comparative Literature
U.S. Trust, Bank of America Private Wealth Management April 2014 - Present
Morgan Stanley Wealth Management May 2013 - February 2014
Empire Wealth Strategies January 2013 - April 2013
Education
City University of New York-Baruch College 2010 — 2013
BBA, Finance & Investments, Cum Laude
Minski Dzjaržauny Lingvistyèny Universitet 2001 — 2006
BA, Linguistics
Snell & Wilmer April 2013 - Present
University of Washington – Federal Tax Clinic September 2011 - April 2013
U.S. Trust, Bank of America Private Wealth Management November 2012 - March 2013
Kuhn Holdings June 2008 - January 2013
Kuhn Valuation Associates June 2008 - January 2013
Eilers McDonald LLP September 2012 - November 2012
Third District Court – Salt Lake County June 2010 - August 2010
Salt Lake City Attorney’s Office June 2009 - August 2009
The Home Depot August 2003 - September 2008
Utah Attorney General Commercial Enforcement Division December 2005 - June 2006
Skills
Analysis, Tax, Public Speaking, Research, Legal Research, Negotiation, Microsoft Office, Estate Planning, Contract Negotiation, Finance, Spanish, Employment Law, Microsoft Excel, Customer Service, Legal Writing, Marketing, Fundraising, PowerPoint, Microsoft Word, Mergers & Acquisitions, Westlaw, Litigation, Financial Analysis, Courts
Education
University of Washington School of Law 2011 — 2012
LL.M., Taxation
Gonzaga University School of Law 2008 — 2011
J.D., Juris Doctorate
Westminster College 2006 — 2008
M.B.A., Masters of Business Administration, Business, Entrepreneurship
Westminster College 2002 — 2006
B.S., Bachelors of Science, Business Management
Trust Company of the West November 2013 - Present
Stadion Money Management August 2009 - November 2013
Transamerica Mutual Funds October 2008 - June 2009
U.S. Trust, Bank of America Private Wealth Management July 2006 - October 2008
Wachovia Bank September 2005 - July 2006
Putnam Investments August 1997 - September 2005
United States Marine Corps November 1992 - August 1997
Skills
Wealth Management, Mutual Funds, Portfolio Management, Series 7, Financial Advisory, Banking, High Net Worth..., Marketing, Alternative Investments, Asset Allocation, Series 63, Asset Management, Investment Strategies, Investments, Retirement Planning, Investment Advisory, Technical Analysis, Salesforce.com, Marketing Strategy
Education
Virginia Military Institute
BA
Hampden-Sydney College
U.S. Trust, Bank of America Private Wealth Management February 2013 - Present
The Law Office of Matthew T. Marcellino, PLLC August 2012 - January 2013
Law Office of Matthew Marcellino September 2011 - August 2012
Council for Children's Rights May 2011 - December 2011
McAngus Goudelock & Courie June 2008 - July 2009
Randolph-Macon College August 2007 - June 2008
Skills
Licensed to practice..., Research, Public Speaking, PowerPoint
Education
Charlotte School of Law 2009 — 2012
Juris Doctorate, Law
Randolph-Macon College 2003 — 2007
Bachelor of Arts, English & Philosophy, minor in Ethics
Biogen April 2015 - Present
Biogen Idec September 2013 - Present
U.S. Trust, Bank of America Private Wealth Management November 2009 - September 2013
Brown Brothers Harriman September 2008 - November 2009
State Street June 2005 - September 2008
Skills
Mutual Funds, Executive Calendar..., Meeting Planning, Event Planning, Travel Planning, Budget Reconciliation, Expense Management, Vendor Contracts, Purchase Requisitions, Telepresence, Microsoft Office, Accounting, Financial Analysis, Microsoft Excel
Education
Bentley University 2001 — 2005
Bachelor of Science, Finance
TD Bank Wealth Management, Private Client Group September 2012 - Present
Citizens Private Bank & Trust Company 2009 - September 2012
U.S. Trust, Bank of America Private Wealth Management 2004 - 2009
Cabot Money Management 1998 - 2004
Skills
Investment Management, Investment Research, Client Relationship..., New Business Development, Portfolio Strategy, Fixed Income Portfolio..., Asset Allocation, Equity Research Analysis, Fundamental Equity..., Manager & Investment..., Client Communications, Equity Portfolio..., Technical Analysis, Portfolio Management, Series 7, Uniform Combined State...
Education
Northeastern University 1994 — 1996
Master of Science; Graduate School, Finance; Business Administration
Boston College
Bachelor of Science (BS), School of Management
Brown-Forman June 2015 - Present
Brown-Forman July 2013 - May 2015
Brown-Forman August 2011 - July 2013
Brown-Forman October 2010 - August 2011
Beiersdorf June 2009 - August 2009
U.S. Trust, Bank of America Private Wealth Management January 2007 - July 2008
Bank of America September 2005 - December 2006
Education
Georgetown University - The McDonough School of Business 2008 — 2010
MBA
Boston College 2001 — 2005
BA, Psychology
The University of Georgia 2012 — 2013
Principles of Marketing Research
Universidad Complutense de Madrid 2003 — 2003
Walt Whitman High School 1997 — 2001
MB Financial Bank July 2015 - Present
MB Financial Bank January 2015 - Present
MB Financial Bank July 2013 - January 2015
U.S. Trust, Bank of America Private Wealth Management June 2012 - August 2012
Anderson & Cox, LLP January 2011 - May 2011
Skills
Commercial Banking, Commercial Lending, C&I Lending, Banking, Sales, Financial Analysis, Financial Modeling, Underwriting, Business Networking, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Accounting, Finance, Operations Management, Supply Chain Management, Loan Officers, Public Speaking
Education
Indiana University - Kelley School of Business 2009 — 2013
BS, Finance and Operations Management
Benet Academy 2005 — 2009
High School Diploma
U.S. Trust, Bank of America Private Wealth Management December 2013 - Present
Certified Fiduciary Services, Inc. December 2012 - December 2013
US Trust, Bank of America Private Wealth Management March 2008 - May 2011
Northern Trust May 2006 - August 2007
Merrill Lynch September 2003 - May 2006
Merrill Lynch Trust Company August 1998 - September 2003
Sole Practitioner January 1989 - January 1998
Skills
Wealth Management, Estate Planning, Asset Managment, Wealth Management..., Trust Services, High Net Worth..., Private Banking, Trusts
Education
Brigham Young University 1976 — 1979
Juris Doctor, Law
Arizona State University 1974 — 1976
Bachelor of Arts (B.A.), Psychology
Plante Moran April 2015 - Present
U.S. Trust, Bank of America Private Wealth Management May 2014 - April 2015
Wells Fargo January 2013 - May 2014
UMB Bank January 2011 - April 2012
Wood, Herron & Evans, LLP June 2006 - July 2006
Skills
Estate Planning, Management, Westlaw, Employee Benefits, Tax, Editing, Research, Legal Writing, Accounting, Legal Research, Retirement Planning
Education
University of Missouri-Kansas City 2012 — 2012
Master of Laws (LLM), Taxation, 3.5
University of Missouri-Kansas City School of Law 2009 — 2012
J.D., Estate Planning
Indiana University Bloomington 2005 — 2009
Business, Marketing
Dynasty Financial Partners December 2010 - Present
U.S. Trust, Bank of America Private Wealth Management May 2006 - December 2010
Skills
Wealth Management, Wealth Management..., Financial Advisory, Wealth, Estate Planning, Investment Management, Investments, Alternative Investments, Asset Allocation, Finance, Series 7, Hedge Funds, Investment Strategies, High Net Worth..., Banking
Education
Columbia University in the City of New York 2000 — 2004
Emerson Investment Management October 2012 - Present
Emerson Investment Management 2009 - October 2012
U.S. Trust, Bank of America Private Wealth Management 2001 - 2009
Choate, Hall & Stewart 1996 - 2000
Skills
Retirement Planning, Wealth Management, Trusts, Estate Tax Planning, Planned Giving, Strategic Financial..., High Net Worth..., Estate Planning
Education
Boston College Law School 1993 — 1996
JD, Law
Harvard University 1989 — 1993
BA
U.S. Trust, Bank of America Private Wealth Management November 2013 - Present
Temple University August 2003 - October 2013
St. Luke's Hospital 2001 - 2003
Lehigh University January 1993 - August 1998
Skills
Philanthropy, Stewardship, Planned Giving, Higher Education, Fundraising, Program Development, Nonprofits, Non-profit..., Wealth Management, Private Banking, Healthcare, Strategy
Education
Lehigh University 1987 — 1990
BA
Temple University 2003 — 2005
PhD studies (ABD), Applied Physiology
East Stroudsburg University of Pennsylvania 2001 — 2002
Master of Science (MS), Exercise Physiology
U.S. Trust, Bank of America Private Wealth Management July 2001 - Present
Bank One (JP Morgan) July 2000 - July 2001
Ernst & Young January 1998 - June 2000
Northern Trust November 1986 - January 1998
Northern Trust 1986 - 1997
Skills
Wealth Management
Education
Northern Illinois University - College of Business 1984 — 1986
Bachelor's degree, Accounting
Southern Illinois University, Carbondale 1983 — 1984
Accounting
College of DuPage 1981 — 1983
A.A, A.S., Business
Wheaton North
BNY Mellon Wealth Management August 2013 - Present
Lazard Wealth Management LLC July 2010 - February 2013
Deloitte Investment Advisors LLC July 2007 - July 2010
U.S. Trust, Bank of America Private Wealth Management January 2004 - July 2007
The Todd Organization May 2000 - August 2002
Runzheimer International June 1999 - May 2000
Skills
Wealth Management, Portfolio Management, Asset Allocation, Manager Due Diligence, Alternative Investments, Investment Advisory, Equities, Fixed Income, Hedge Funds, Open Architecture, Wealth Management..., Due Diligence, Mutual Funds, Investments, Investment Management, Investment Strategies, Economics, Asset Management, ETFs, Private Equity, Equity Research
Education
CFA Charterholder
Carnegie Mellon University - Tepper School of Business 2002 — 2003
Master of Business Administration (MBA), Accounting and Finance
University of Wisconsin-Madison 1995 — 1999
BS, Economics
U.S. Trust, Bank of America Private Wealth Management April 2001 - Present
Education
Fairleigh Dickinson University 1997 — 2000
B.A., Marketing & Communications
US Trust, Bank of America Private Wealth Management May 2004 - Present
Cathedral School of St. John the Divine June 2012 - June 2015
St. Michael's Church & Cemetery January 2008 - December 2012
U.S. Trust, Bank of America Private Wealth Management June 2009 - December 2009
U.S. Trust Company July 2006 - June 2009
U.S. Trust Company May 2004 - June 2006
The Bank of New York Mellon June 1992 - May 2004
Skills
Trust Services, High Net Worth..., Wealth Management..., Relationship Management, Trust Management
Education
Hampden-Sydney College 1988 — 1992
BA, Economics & Polical Science
U.S. Trust, Bank of America Private Wealth Management May 2012 - Present
SunTrust Bank December 2009 - May 2012
Wachovia June 2008 - December 2009
Citi Smith Barney 2005 - 2008
Skills
Estate Planning, High Net Worth..., Portfolio Management, Wealth Management, Leadership
Education
Fordham University 2005 — 2005
Executive Certificate in Financial Planning
The London School of Economics and Political Science (LSE) 2003 — 2003
Summer School Programme
University of Michigan 1999 — 2003
BA
TIAA-CREF April 2013 - Present
U.S. Trust, Bank of America Private Wealth Management May 2007 - April 2013
LaSalle Bank Wealth Management June 2002 - May 2007
Metlife 2001 - 2002
Skills
Portfolio Management, Investments, Asset Management, Management, Finance, Asset Allocation, Financial Analysis, Wealth Management, Mutual Funds, Alternative Investments, Retirement Planning, Investment Management, Series 7, Fixed Income, Financial Modeling, Valuation, Equities, Securities
Education
Indiana University Bloomington 1997 — 2001
Bachelor of Science (BS), Finance, General
Bank of America December 2013 - Present
U.S. Trust, Bank of America Private Wealth Management June 2010 - December 2013
U.S. Trust, Bank of America Private Wealth Management June 2009 - June 2011
U.S. Trust, Bank of America Private Wealth Ma December 2007 - June 2009
Bank of America June 2005 - November 2007
Bank of America March 2004 - May 2005
Skills
Management, Banking, Financial Analysis, Wealth Management, Portfolio Management, Financial Services, Finance, Investments, Credit, Series 7, Asset Management, Relationship Management, Mortgage Lending, Equities, Retail Banking, Private Banking, Investment Strategies, Wealth Management..., Cash Management, Risk Management, Data Analysis, Securities, Financial Modeling, Financial Reporting, Microsoft Excel, Accounting
Education
Bentley University 2010 — 2013
Master of Science (M.S.), Accountancy
University of Massachusetts, Amherst 1999 — 2004
Bachelor of Arts, Primary Major Economics, Secondary Major English, Minor Spanish
U.S. Trust, Bank of America Private Wealth Management February 2015 - Present
J.P. Morgan August 2002 - January 2015
Skills
Banking, Corporate Finance, Estate Planning, Wealth Management, Investment Management, Credit, Relationship Management
Education
Fordham University 1998 — 2002
Bachelor of Science (B.S.), Finance
J.P. Morgan Chase - Credit & Risk Structuring Training Program
J.P. Morgan Chase - Middle Market Credit Analyst Training Program
U.S. Trust, Bank of America Private Wealth Management November 2012 - Present
UBS Financial Services, Inc. October 2008 - November 2012
Lehman Brothers May 2004 - October 2008
Bear, Stearns & Co. Inc. August 2002 - May 2004
Education
Binghamton University 2000 — 2001
MBA
Binghamton University - School of Management 1997 — 2000
BA, Management
Boston Private Wealth LLC December 2013 - Present
U.S. Trust, Bank of America Private Wealth Management January 2008 - November 2013
Bank of America January 2005 - December 2007
Bank of America July 2002 - December 2004
Education
Boston College 2008 — 2011
Master of Business Administration and Master of Science in Finance Dual Degrees Program
Stonehill College 1998 — 2002
Bachelor of Arts Degree, Economics and Finance
Vintage Wealth Management Group July 2009 - Present
U.S. Trust, Bank of America Private Wealth Management July 2006 - 2009
Skills
Strategic Financial...
Education
Campbell University 1996 — 2001
BBA, Trust Management and Minor Financial Planning
Queens University of Charlotte
CFP, Certified Financial Planner Designee
U.S. Trust, Bank of America Private Wealth Management January 2009 - Present
J.N. Scheibeler January 2006 - January 2009
Scott B. Franklin & Associates August 2005 - January 2006
Skills
Estate Planning, Trusts, Estate Tax Planning, Trust Management, Estate Administration, Fiduciary, Securities, Trust Services, Wills, Estate Law, Charitable Trusts, Asset Protection, High Net Worth..., Legal Research
Education
Temple University - James E. Beasley School of Law 2001 — 2004
J.D., Law
Fordham University 1996 — 2000
Bachelor of Arts (B.A.), Political Science & History
U.S. TRUST, Bank of America Private Wealth Management January 2005 - August 2008
us trust September 1987 - August 2008
U.S. Trust Company of New York 1987 - 2008
U.S. Trust Company of NY January 2004 - December 2004
U.S. Trust Company of NY June 2002 - December 2003
U.S. Trust Company of NY October 1994 - June 2002
U.S. Trust Company of NY 1991 - October 1994
U.S. Trust Company of NY September 1987 - 1991
Bank of New York Mellon 1984 - February 1987
Education
Prospect Heights HS 1976 — 1980
City University of New York-Brooklyn College
B.S., Business, Management & Finance
SunTrust Bank April 2014 - Present
SunTrust Bank March 2010 - April 2014
U.S. Trust, Bank of America Private Wealth Management April 2006 - December 2009
Bank of America January 2003 - April 2006
Bank of America June 1991 - January 2003
First Fidelity Bancorp 1983 - 1991
Chase Manhattan Corporation 1981 - 1983
Skills
American Bankers..., Investment Management, Asset Managment, Investment Strategies, Financial Risk, Financial Services, Governance, Asset Allocation, Alternative Investments, Asset Management, Auditing, Banking, Bonds, Business Process, Derivatives, Equities, High Net Worth..., Investment Advisory, Investments, Management, Mutual Funds, Portfolio Management, Risk Management, Securities, Wealth Management
Education
New York University - Leonard N. Stern School of Business 1980 — 1984
MBA, Finance
Fordham University 1975 — 1979
BS, Finance
U.S. Trust, Bank of America Private Wealth Management January 2015 - Present
U.S. Trust, Bank of America Private Wealth Management March 2010 - December 2014
U.S. Trust, Bank of America Private Wealth Management May 2009 - March 2010
U.S. Trust, Bank of America Private Wealth Management November 2008 - May 2009
U.S. Trust, Bank of America Private Wealth Management February 2007 - November 2008
Banc of America Investment Services, Inc. December 2000 - January 2007
Connecticut Telephone June 2000 - December 2000
Skills
Wealth Management, Investments, Banking, Portfolio Management, Leadership, Sales, Financial Services, Asset Management, Series 7, Analysis
Education
Sacred Heart University 1999 — 2003
BS, Sports Management, Finance
Choate Rosemary Hall 1995 — 1999
U.S. Trust, Bank of America Private Wealth Management 2006 - Present
Skills
Financial Planning, High Net Worth..., Tax, Financial Modeling, Cash Flow, Retirement Planning, Strategic Financial..., Wealth Management, Banking, Investments, Asset Management, Financial Services, Alternative Investments, Asset Allocation, Investment Advisory, Investment Management, Wealth Management..., Equities
Education
California State University-East Bay
Masters of Science, Taxation
California State University-East Bay
B.A., Economics/Business Administration
U.S. Trust August 2014 - Present
U.S. Trust, Bank of America Private Wealth Management May 2010 - Present
Citizens Bank December 2007 - May 2010
Silicon Valley Bank September 1990 - January 1995
Skills
Investments, Credit, Commercial Banking, Wealth Management, Series 7, Series 66, Finance, Strategic Financial..., Uniform Combined State..., Credit Analysis, Investment Management, Asset Allocation, Wealth, Asset Management, Financial Planning, Banking
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1996
MBA, Marketing
College of the Holy Cross 1981 — 1985
Bachelor of Arts (B.A.), Economics
Harrison High School 1976 — 1981
Everi Holdings Inc. August 2015 - Present
Allegiant Air November 2014 - August 2015
U.S. Trust, Bank of America Private Wealth Management April 2011 - May 2014
Bank of America August 2009 - May 2011
Bank of America November 2008 - August 2009
U.S. Trust, Bank of America Private Wealth Management October 2007 - November 2008
Bank of America November 2005 - October 2007
Bank of America/Fleet 2004 - 2005
Bank of America/Fleet 2004 - 2004
Bank of America/Fleet 2003 - 2004
Skills
Management, Business Analysis, Project Management, E-commerce, Cross-functional Team..., Training, IT Strategy, Investments, PMO, Portfolio Management, Financial Services, Banking, Service Delivery, Change Management, Business Strategy, SDLC, Software Development, User Acceptance Testing, Team Leadership, Process Improvement, Program Management, Vendor Management, Risk Management, Business Process..., Project Portfolio..., Business Requirements
Education
Smith College 1988 — 1991
Bachelor of Arts (BA), Mathematics and Statistics
Isenberg School of Management, UMass Amherst 2011 — 2014
Casino Management Certificate, 4.0
U.S. Trust, Bank of America Private Wealth Management October 2012 - Present
JPMorgan Chase Bank, N.A. October 2007 - October 2012
JPMorgan November 2004 - October 2007
North American Corpora 2001 - 2003
Skills
Credit, Loans, Banking, Wealth Management, Commercial Lending, Financial Analysis, Commercial Banking, Investments, Retirement Planning, Small Business Lending, Mergers & Acquisitions, Portfolio Management, Cash Management, Strategic Financial..., Credit Analysis, Strategic Planning, Risk Management, Estate Planning, Certifications Series 7..., Financial Advisory, Financial Modeling, Leadership, Private Banking, Wealth Management..., High Net Worth..., Securities, Asset Management, Investment Strategies, Small Business, Financial Services, Investment Advisory, Finance, Private Equity, Relationship Management, Mortgage Lending, Asset Allocation, Trust Services, Treasury Management, Financial Risk, Wealth, Equities
Education
Keller Graduate School of Management of DeVry University 1988 — 1991
Master of Business Administration (MBA), Marketing, entrepreneurship
DePaul University 1980 — 1983
Bachelor of Science, Accounting
BMW of North America, LLC 2011 - Present
Archcare September 2008 - November 2010
U.S. Trust, Bank of America Private Wealth Management 2002 - 2008
Deutsche Bank 2001 - 2002
First Bankers Trust Company 1996 - 2001
US Trust 1992 - 1995
US Trust 1992 - 1995
Skills
Business Analysis, SDLC, Integration, Data Warehousing, SQL, Software Development, Visio, Software Project..., CRM, Healthcare, Banking, Requirements Gathering, Systems Analysis, Vendor Management, Program Management, Enterprise Architecture, Requirements Analysis, Project Management, Mainframe, COBOL, XML, Business Intelligence, Software Documentation, Databases, Disaster Recovery, IT Strategy, Oracle, PMP, Process Improvement, CICS, DB2, Microsoft SQL Server
Education
City University of New York City College
BS, Computer Science
None February 2011 - Present
Town of Oyster Bay February 2010 - February 2011
US Trust July 1986 - June 2008
U.S. Trust, Bank of America Private Wealth Management 1987 - 2008
Bank of America - Global Wealth & Investment Management 1987 - 2008
US Trust 1987 - 2008
U.S. Trust Company 1987 - 2008
Skills
Banking, Asset Managment, Portfolio Management, SDLC, Mainframe, Alternative Investments, Asset Management, Business Process..., Capital Markets, Trading, Back Office, Credit, Private Banking, Business Analysis, Mutual Funds, Financial Services, Requirements Gathering, Fixed Income, Wealth Management, Equities, Visio, JCL, IT Strategy, Project Portfolio..., Securities, Hedge Funds, Bloomberg, Strategic Financial..., Business Requirements, Operational Risk..., Vendor Management, Series 7, CICS, Derivatives, Risk Management, Investments, Project Management, Process Improvement, Relationship Management, PMO
Education
Hofstra University 1968 — 1975
Bachelor of Business Administration (BBA)
Capgemini Consulting January 2013 - Present
Capgemini Consulting August 2010 - December 2012
American Express May 2009 - August 2009
U.S.Trust, Bank of America Private Wealth Management October 2007 - July 2008
U.S. Trust, Bank of America Private Wealth Management November 2005 - October 2007
Monroe Vos Consulting Group July 2002 - August 2005
Skills
Talent Management, Onboarding, Recruiting, Change Management, Organizational Design, Workforce Planning, Strategic HR, Strategic Communications, Knowledge Transfer, Strategic Consulting, Business Transformation, Business Process..., Program Management, Competitive Analysis
Education
Georgetown University - The McDonough School of Business 2008 — 2010
MBA
Tulane University 1998 — 2002
BSM, Finance and Marketing
St. Agnes Academy 1994 — 1998
High School Diploma
Reverse Mortgage Funding LLC April 2014 - Present
Security 1 Lending August 2012 - March 2014
MetLife Home Loans December 2009 - September 2012
DeCampa Corp d/b/a A Little Shoppe of Flowers September 2008 - December 2009
U.S. Trust, Bank of America Private Wealth Management April 2004 - August 2008
US Trust January 2000 - April 2004
Kinko's April 1996 - June 1999
Skills
SDLC, Process Development, Operations Management, Quality Assurance
Education
ESI 2011 — 2012
CBAP certification, Business Analysis
Baruch College, City University of New York (CUNY) 2002 — 2008
BBA, Operations Management - 2008
U.S. Trust, Bank of America Private Wealth Management November 2009 - Present
BNY Mellon Wealth Management August 2008 - November 2009
Lehman Brothers August 2006 - August 2008
U.S. Trust Company March 1998 - August 2006
State Street Bank March 1996 - March 1998
Skills
Wealth Management
Education
Ithaca College 1991 — 1995
BS, Applied Economics
The Washington Trust Company August 2015 - Present
U.S. Trust, Bank of America Private Wealth Management January 2014 - July 2015
Jewish Alliance Of Greater Rhode Island December 2010 - June 2013
Citizens Bank 2005 - November 2010
Bank of America 2004 - 2004
Fleet Bank 1995 - 2004
Skills
Cross-functional Team..., Strategic Planning, Fundraising, Team Building, Leadership Development, Financial Modeling, Management, Overseas Experience, Program Management, Beef, Analysis
Education
Loyola University Chicago School of Law 1990 — 1994
J.D.
John Carroll University 1980 — 1984
B.A., Political Science
Vigilant Capital Management, LLC September 2011 - Present
US Trust, Bank of America Private Wealth Management 1993 - September 2011
U.S. Trust, Bank of America Private Wealth Management 2001 - 2011
Bank of Boston 1993 - 2011
Shawmut Bank 1989 - 1993
Skills
Wealth Management, Trust Services, Portfolio Management, Wealth Management..., Alternative Investments, Asset Allocation, Estate Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1994
M.B.A., Finance
Merrimack College 1985 — 1989
B.S.B.A., Finance/Investments
Methuen High School 1981 — 1985
SunTrust Bank June 2011 - Present
U.S. Trust, Bank of America Private Wealth Management June 2008 - June 2011
Campbell University August 2007 - May 2008
Bank of America May 2007 - August 2007
Skills
Trust Management, Trust Services, Financial Services, Investment Management, Investment Advisory..., Trusts, Estate Planning, Wealth Management, Private Banking, Investment Advisory, High Net Worth..., Retirement Planning, Asset Allocation, Investment Strategies, Wealth Management...
Education
Campbell University 2006 — 2008
Master of Business Administration (MBA), Finance and Financial Management Services
Campbell University 2003 — 2006
Bachelor of Business Administration (BBA), Trust Investment & Financial Planning
U.S. Trust, Bank of America Private Wealth Management June 2008 - Present
Delta Air Lines January 2007 - June 2008
JP Morgan Chase May 2003 - August 2005
Skills
Financial Modeling, Asset Management, Investments, Equities, Portfolio Management, Fixed Income, Alternative Investments, Factset, Bloomberg, Structured Products, Asset Allocation, Wealth Management, Capital Markets, Equity Research
Education
Georgia State University - J. Mack Robinson College of Business
BBA, Finance
Northern Trust October 2012 - Present
U.S. Trust, Bank of America Private Wealth Management April 2006 - March 2012
Affiliated Managers Group November 2004 - April 2006
Education
Gettysburg College 2000 — 2004
BS, Psychology and Religion
Wealth Skills, Inc November 2008 - Present
Bank of America February 1994 - October 2008
U.S. Trust, Bank of America Private Wealth Management 2002 - September 2008
Nations Bank 1994 - 1996
Skills
Business and..., Mergers and..., Designing & driving..., Performance Metrics &..., Training Design &..., Self-motivated &..., Building & Managing..., Internal Controls &..., Building Relationships, Cross-functional Team..., Internal Controls, Risk Management, Thought Leadership, Investment Advisory, Business Process..., Strategic Financial..., Succession Planning, Coaching, Organization, Financial Goals, Leadership, Mergers, Business, Investment Management, Investment Education, Private Investment, Holistic Financial..., Investment Strategies, Asset Allocation, Wealth Accumulation, Wealth Management, Wealth Preservation..., Mergers & Acquisitions, Small Business, Wealth Management..., Program Management, Estate Planning, Securities, Management, Asset Management, Alternative Investments, Training, Fixed Income, Credit Analysis, Series 63, Finance, Strategy, Investments, Retirement Planning, Mutual Funds
Education
Georgia State University - J. Mack Robinson College of Business 1995 — 1997
Masters, Finance, 3.9
Georgia State University - J. Mack Robinson College of Business 1990 — 1993
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.8
U.S. Trust, Bank of America Private Wealth Management July 2003 - Present
Bank of America January 2002 - July 2003
Education
University of Washington School of Law 2000 — 2001
LL.M., Taxation
Gonzaga University School of Law 1997 — 2000
J.D.
Washington State University 1987 — 1991
B.A., Communications
U.S. Trust, Bank of America Private Wealth Management April 2011 - Present
Ferguson Cohen LLP June 2009 - April 2011
Skaarup Shipping Corporation December 2008 - April 2011
Merrill Lynch October 2008 - April 2011
Ferguson, Aufsesser, Hallowell & Wrynn, LLP September 2007 - December 2008
Ferguson, Aufsesser, Hallowell & Wrynn LLP July 2006 - September 2006
Peace Corps June 2004 - June 2006
Bleakley, Platt & Schmidt, LLP February 2004 - May 2004
Kings County District Attorney's Office September 2003 - March 2004
San Francisco District Attorney's Office June 2003 - September 2003
Skills
Estate Planning, Relationship Management, Trusts, Financial Analysis, Investment Management, Excel, PowerPoint, Financial Planning, Trust Management, Private Banking, Trust Operations, Private Wealth..., Charitable Trusts, Research, Legal Research, Wordperfect, Wordpress Design
Education
The London School of Economics and Political Science (LSE) 2006 — 2007
MSc
Hobart and William Smith Colleges 1999 — 2003
BA
Greenwich High School 1996 — 1999
The Greenwich Country Day School 1984 — 1996
Marathon Partners Equity Management, LLC 2011 - Present
Morgan Stanley 2010 - 2011
U.S. Trust, Bank of America Private Wealth Management January 2006 - 2009
Gerstein Fisher September 2004 - December 2005
MetLife June 2002 - March 2004
Skills
Alternative Investments, Hedge Funds, Investments, Private Equity, Investment Management, Financial Modeling, Asset Management, Equities, Fund Of Funds, Financial Services, Fixed Income, Investor Relations, Portfolio Management, Capital Markets, Valuation, Bloomberg, Asset Allocation, Investment Strategies, Derivatives, Mutual Funds
Education
Emory University - Goizueta Business School
BBA, Finance & Accounting, International Finance
First Republic Trust Company January 2012 - Present
U.S. Trust, Bank of America Private Wealth Management March 1997 - January 2012
North Fork Bank April 1994 - March 1997
Shlimbaum, Shlimbaum & Jablonski February 1988 - April 1994
Morgan Guaranty Trust Company of New York August 1984 - February 1988
Education
Albany Law School of Union University 1981 — 1984
J.D.
College of the Holy Cross 1977 — 1981
B.A., Classics
Bank of America February 2013 - Present
Bank of America January 2010 - February 2013
U.S. Trust, Bank of America Private Wealth Management October 2007 - March 2009
Bank of America April 2004 - October 2007
Fleet Bank June 2002 - March 2004
Fleet Bank February 1998 - June 2002
BankBoston February 1995 - January 1998
Skills
Business Analysis, CRM, Banking, Management, Analysis, Risk Management, Project Management, Integration, Organization Skills, Program Management, Change Management, Training, Business Process, Team Facilitation, SDLC, Credit, Cross-functional Team..., Banking Technologies, User Acceptance Testing, Functional Testing, Delivering projects on..., Relationship Management, Cross-functional Team..., Project Delivery, Software Project..., Financial Services
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 2002
MBA, cum laude
Smith College
B.A.
Bank of America August 2010 - Present
U.S. Trust, Bank of America Private Wealth Management January 2004 - June 2009
Fleet Bank 2000 - 2003
Fleet Bank 1997 - 1999
Skills
Strategic Planning, Sales Management, Marketing Strategy
Education
Kellogg Graduate School of Management 1984 — 1986
Master of Business Administration (M.B.A.), Finance and Marketing
Denison University 1977 — 1981
Bachelor of Arts (B.A.), Economics
UMB Bank August 2013 - Present
U.S. Trust, Bank of America Private Wealth Management 2009 - August 2013
TIAA-CREF September 2000 - February 2009
Bank of America 1997 - 2000
COMMERCE TRUST COMPANY 1997 - 1997
Boatmens Trust Company 1987 - 1997
Boatmen's Trust Company 1987 - 1996
Skills
Financial Analysis, Risk Management, Investment Management, High Net Worth..., Management, Asset Managment, Relationship Management, Portfolio Management, Retirement Planning, Wealth Management, Mutual Funds, Asset Allocation, Alternative Investments, Investment Advisory, Fixed Income, Loans, Credit Analysis, Hedge Funds, Credit, Financial Services, Investment Strategies, Capital Markets, Asset Management, Retirement, Trust Services, Finance, Equity Research, Wealth Management..., CRM, Private Banking, Financial Advisory, Equities, Derivatives, Business Development, Bonds, Banking, Financial Markets, Financial Modeling, Securities, Strategic Financial..., Financial Planning
Education
CFA Institute 1989 — 1992
CFA, Financial analysis
Drury University 1982 — 1983
MBA, Managment
Drury University 1978 — 1982
BA, Business Administration, Economics
Executive Service Corps of Southern California May 2010 - Present
US Trust April 2008 - March 2009
U.S. Trust, Bank of America Private Wealth Management 1993 - 2009
U.S. Trust Company 1993 - 2009
Merrill Lynch February 2007 - April 2008
US Trust February 1993 - February 2007
Skills
Investments, Wealth Management..., Management, High Net Worth..., Investment Management, Relationship Management, Strategic Planning, Retirement, Retirement Planning, Financial Advisory, Insurance, Portfolio Management, Wealth, Wealth Management, Finance, Mutual Funds, Strategic Financial..., Asset Allocation
Education
The Institute of Certified Bankers 1996 — 1996
Certified Retirement Services Professional
College for Financial Planning 1986 — 1988
Certified Financial Planner, Financial Planning
Calipatria High School 1964 — 1968
California State University-Los Angeles
Bachelor of Science, Business Administration
PGB Trust & Investments September 2009 - Present
U.S. Trust, Bank of America Private Wealth Management January 1997 - February 2009
Meredith, Martin & Kaye September 1994 - December 1996
Freeman Securities 1990 - 1994
County NatWest Govt Securities, Inc. September 1987 - February 1988
The Bank of New York 1983 - 1987
Education
Fordham Gabelli School of Business 1986 — 1989
MBA, Finance
Bucknell University 1978 — 1982
BA
Kent PlaceSchool 1970 — 1978
U.S. Trust, Bank of America Private Wealth Management February 2010 - Present
US Bank September 2006 - February 2010
Holmes Real Estate & Asset Management February 2005 - September 2006
Charles Schwab February 1993 - February 2005
Skills
Series 7, Mutual Funds, Investments, Wealth Management, Bonds, Portfolio Management, Loans, Financial Services, Finance, Structured Finance, Investment Management, Wealth Management..., Securities, Strategic Financial..., Trading, Fixed Income, Equities, Investment Advisory, Asset Allocation, Alternative Investments, Asset Management, Venture Capital, Investment Strategies, Hedge Funds, Series 63, High Net Worth..., Financial Advisory, Retirement Planning, Financial Planning
Education
College for Financial Planning
Financial Planning
The Gunnery
University of Massachusetts Boston
B.A., Economics
Citizens Financial Group March 2010 - November 2010
Ed Slott & Co. September 2009 - March 2010
U.S. Trust, Bank of America Private Wealth Management 2008 - 2009
Bank of America 2005 - 2008
Bank of Boston / Fleet / Bank of America 1996 - 2005
Bank of Boston (The Private Bank) 1991 - 1996
State Street Bank & Trust Co. 1982 - 1991
Education
Boston University 2007 — 2009
Online Certified Financial Planner Program
Bentley University 1985 — 1987
Certificate, Pension Law and Administration
University of Massachusetts Boston 1978 — 1982
BS, Management
U.S. Trust, Bank of America Private Wealth Management July 2015 - Present
Fiduciary Trust Company International June 2011 - July 2015
Brosnan & Hegler, LLP March 2010 - June 2011
Feldman, Kramer & Monaco, PC September 2007 - March 2010
Education
American University Washington College of Law 2004 — 2007
J.D., Law
Columbia University in the City of New York 1998 — 2002
B.A., History
U.S. Trust, Bank of America Private Wealth Management May 2008 - Present
McNair Law Firm June 2002 - March 2008
Skills
Estate Planning
Education
New York University School of Law 2001 — 2002
LL.M., Taxation
University of South Carolina School of Law 1998 — 2001
JD Degree
College of Charleston 1994 — 1997
Corporate Communication & Business Administration
U.S. Trust, Bank of America Private Wealth Management October 1998 - Present
The Chase Manhattan Bank February 1982 - September 1998
Skills
Wealth Management, Private Banking, Credit, Banking
Education
Duke University 1977 — 1981
AB, Management Science
various financial services and other organization types April 2010 - Present
U.S. Trust, Bank of America Private Wealth Management July 2007 - August 2010
U.S. Trust November 2003 - June 2007
State Street Bank - SSgA April 2001 - October 2003
State Street Research & Management October 1997 - March 2001
Freedom Capital Management November 1996 - October 1997
Painewebber 1993 - 1994
Skills
Marketing Strategy, Financial Services, Marketing, Asset Management, Project Management, Wealth Management, Management, Strategic Planning, Portfolio Management, Marketing Communications
Education
Boston University 1989 — 1993
BS, Communications/Marketing/Psychology
U.S. Trust, Bank of America Private Wealth Management February 2014 - Present
U.S. Trust, Bank of America Private Wealth Management May 2012 - January 2014
Brown Brothers Harriman August 2008 - April 2012
Guardian Trust May 2005 - December 2007
Skills
Financial Analysis, Investments, Strategic Financial..., Banking, Microsoft Excel, Credit, Loans, Securities, PowerPoint, Microsoft Office, Customer Service, Risk Management, Microsoft Word, Financial Modeling, Sales, Management, Public Speaking, Research, Corporate Finance, Real Estate
Education
New York State Bankers Association's Trust School
James Madison University 2004 — 2008
Bachelor of Science, Interdisciplinary Liberal Studies, Minor: Economics and Minor: Education
Bridgewater Raritan High School
Wells Fargo June 2013 - Present
U.S. Trust, Bank of America Private Wealth Management July 2010 - June 2012
U.S Trust, Bank Of America, Private Wealth Management June 2009 - August 2009
Northwestern Mutual August 2008 - May 2009
Skills
Estate Planning, Investments, Wealth Management, PowerPoint, Strategic Financial..., Asset Allocation, Insurance, Retirement Planning
Education
Campbell University 2006 — 2010
Bachelor of Business Administration (BBA), Trust and Wealth Management
Union Bank May 2013 - Present
U.S. Trust, Bank of America Private Wealth Management May 2005 - May 2013
Sallie Mae (formerly Education Assistance Foundation, Student Loan Finance Association) August 2003 - April 2005
US Trust June 2000 - July 2003
Skills
Estate Planning, Trust Services, Trusts, Asset Managment, Trust Management, Wealth Management, Strategic Financial..., Portfolio Management, Estate Administration, High Net Worth..., Corporate Law, Wealth Management..., Financial Services, Asset Management
Education
Seattle University School of Law 1994 — 1997
J.D., Law
California State University-Chico 1987 — 1991
Bachelor of Arts, Public Administration, Business Administration
U.S. Trust, Bank of America Private Wealth Management June 2004 - Present
U.S. Trust Company January 2004 - June 2004
Environmental Careers Organization August 2003 - November 2003
Skills
Banking, Outlook, Administrative..., Lotus Notes, Microsoft Excel, Customer Service, Office Management, Microsoft Office, PowerPoint, Access, Spreadsheets, Credit
Education
Emerson College
U.S. Trust, Bank of America Private Wealth Management May 2012 - Present
Bank of America September 2010 - March 2012
National Income Life Insurance Company August 2009 - July 2010
Binghamton University 2005 - 2009
Skills
Wealth Management, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Leadership, Investments, Financial Analysis, Customer Service, Banking, Finance, Risk Management
Education
Binghamton University - School of Management 2005 — 2009
BS Management
Binghamton University
FPS Trust Company, LLC May 2013 - Present
MG Trust Company January 2010 - September 2012
MG Trust Company January 2008 - December 2009
U.S. Trust, Bank of America Private Wealth Management July 2006 - December 2007
Skills
Investment Reporting, Financial Analysis, Account Reconciliation, Asset Allocation, Analytical Decision..., Client Management, Project Management, Relationship Management, Fund Transfers, Trust Accounting, Statutory Regulations, Asset Management, Investments, Accounting, Mutual Funds, Banking
Education
Columbia College Chicago 2004 — 2006
Master's Degree, Concentration in Magazine Writing & Editing
Alma College 1999 — 2003
Bachelor's Degree, English
U.S. Trust, Bank of America Private Wealth Management April 2015 - Present
The New York Women's Foundation January 2014 - April 2015
U.S. Trust, Bank of America Private Wealth Management August 2013 - March 2015
U.S. Trust, Bank of America Private Wealth Management July 2011 - July 2013
U.S. Trust October 2008 - June 2011
U.S. Trust November 2007 - September 2008
U.S. Trust April 2006 - October 2007
U.S. Trust July 2004 - March 2006
Jacob and Valeria Langeloth Foundation 2000 - 2004
Skills
Philanthropy, Grants Management, Microedge GIFTS, Nonprofits, Grants, Training, Process Improvement, Streamlining Work..., Administration, CRM, Grant Writing, Leadership, Volunteer Management
Education
New School University 1998 — 2000
MS, Nonprofit Management
State University of New York at Binghamton 1993 — 1997
Bachelor of Arts (B.A.), Biological Sciences, Music
New York Bankers Association Trust and Estate Administration School
Certificate of Completion, Trust and Estate Administration
U.S. Trust, Bank of America Private Wealth Management October 2014 - Present
Trust Education Foundation June 2012 - Present
Social Venture Partners 2015 - 2015
Legacy Trust Company August 2011 - September 2014
Skills
Wealth Management, Asset Managment, Asset Management, Strategic Financial..., Estate Planning, Retirement Planning, Wealth Management..., Investments, Portfolio Management, Investment Advisory, Asset Allocation, Investment Management, Trust Administration, Generational Wealth..., Gift & Estate Tax, Wealth, Financial Advisory, Trusts, Investment Strategies, Financial Planning
Education
Campbell University, Lundy-Fetterman School of Business 2010 — 2011
Master of Business Administration (MBA), Concentration in Finance
Campbell University 2006 — 2010
BBA in Trust & Wealth Management; Minor in Financial Planning, Minor in Spanish.
U.S. Trust, Bank of America Private Wealth Management September 2012 - Present
Keller Williams Gulfside Realty October 2013 - May 2014
Skills
Estate Planning, Strategic Financial..., Leadership, Financial Analysis, Relationship Management, Retirement Planning, Financial Planning
Education
The University of Alabama School of Law 2012 — 2013
Master of Laws (LL.M.) Taxation, Taxation
Campbell University 2011 — 2012
Masters of Trust and Wealth Management, Wealth Management
Widener University School of Law 2008 — 2011
Doctor of Law (J.D.)
University of South Florida - College of Business Administration 2001 — 2007
B.S., Business Administration-Finance
St. Petersburg College 1998 — 2001
Associate of Arts (A.A.), Business Administration
U.S. Trust, Bank of America Private Wealth Management April 2011 - Present
Wachovia Bank October 2002 - August 2007
RealVest Appraisal Services, Inc. May 2000 - May 2002
Education
Florida Coastal School of Law 2007 — 2010
JD, Law
University of North Florida 2003 — 2005
MBA, Business
Florida State University 1996 — 2000
BS, Finance and Real Estate
Consumer Financial Service Corporation April 2011 - Present
Girls Inc. of Alameda County December 2011 - Present
U.S. Trust, Bank of America Private Wealth Management August 2006 - April 2011
Women's Initiative March 2009 - December 2010
Consumer Financial Service Corporation March 1996 - August 2006
Skills
Business Strategy, Marketing Communications, Marketing, Management, Project Management, Competitive Analysis, Management Consulting, Strategic Consulting, Product Development, Financial Services, Analysis, Finance, Strategic Planning, Financial Analysis, Analytics, Business Planning, Investments, Strategy, Product Management, Portfolio Management, Banking, Program Management, Risk Management, Mergers & Acquisitions, Business Development, Market Research, Data Analysis, Financial Modeling, CRM, Start-ups, Strategic Partnerships, Cross-functional Team..., Business Analysis, Product Marketing, Relationship Management
Education
Holy Names University 2002 — 2004
Master of Business Administration (MBA), Marketing, Graduated with Honors
Mills College 1994 — 1996
B.A., Political, Legal and Economic Analysis, Graduated with Honors
Enlightened Leader Program
U.S. Trust, Bank of America Private Wealth Management October 2013 - Present
Rhonda J. Macdonald, Esq., P.C. May 2007 - October 2013
Gerald J. Radican, CLU, ChFC, CLTC March 2005 - May 2007
Connecticut State Capital 2004 - 2005
EBM Papst 2004 - 2005
Congressman George W. Gekas September 2001 - December 2001
Skills
Nonprofits, Public Relations, Social Media, Public Policy, Editing, Research, Government, Strategic Communications, Public Speaking, Media Relations, Press Releases, Speech Writing, Blogging, Estate Planning, Administrative..., Microsoft Office, Copy Editing, Creative Writing, Paralegals, Training, Strategy, Politics, Community Outreach, Proposal Writing
Education
American University 2011 — 2013
Master of Arts (M.A.), Strategic Communication, A
Allegheny College 1999 — 2003
BA, Political Science
T3 Trading Group, LLC September 2013 - Present
U.S. Trust, Bank of America Private Wealth Management December 2005 - November 2011
Wachovia Securities January 2002 - December 2005
Skills
Investments, Asset Allocation, Equities, Portfolio Management, Fixed Income, Wealth Management, Bloomberg, Asset Management, Alternative Investments, Investment Strategies, Retirement Planning, Investment Advisory, Financial Analysis, Banking, Financial Services, Portfolio Administration
Education
Rutgers University 2015 — 2017
Bachelor's Degree, Finance
Camden County College 2008 — 2012
Associate’s Degree, Business Administration and Management, General, 3.9
Comerica Bank October 2013 - Present
U.S. Trust, Bank of America Private Wealth Management April 2013 - October 2013
U.S. Trust, Bank of America Private Wealth Management May 2011 - April 2013
Langley Federal Credit Union November 2010 - May 2011
Skills
Banking, Credit, Loans, Portfolio Management, Mortgage Lending, Mortgage Banking, Credit Analysis, Financial Analysis, Investments, Commercial Lending, Mutual Funds, Strategic Financial..., Loan Servicing, Private Banking, Wealth Management, Consumer Lending, Loan Origination, Commercial Banking, Risk Management, Small Business Lending
Education
Campbell University 2005 — 2010
Bachelor of Business Administration (B.B.A.), Trust & Wealth Management
Transamerica Retirement Solutions 2013 - Present
New York Life Retirement Plan Services 2010 - 2013
U.S. Trust, Bank of America Private Wealth Management 2008 - 2010
Bank of America, Premier Banking & Investments 2005 - 2008
Putnam Investments 1998 - 2005
Skills
Financial Services, Investments, Retirement Planning, Retirement, Series 7, Series 63, 401k, Series 6, Mutual Funds, Employee Benefits, Securities
Education
Boston University School of Law
Juris Doctor, Law
University of California, Davis
Bachelor of Arts (B.A.), International Relations and German
U.S. Trust, Bank of America Private Wealth Management August 2013 - Present
U.S. Trust, Bank of America Private Wealth Management June 2011 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Time Management, Data Entry, Expenses, Customer Service, Research
Education
The University of Texas at Dallas 2013 — 2015
Bachelor's Degree, Accounting and Finance
Collin County Community College 2009 — 2012
Associate of Science (A.S.)
U.S. Trust, Bank of America Private Wealth Management 2006 - Present
Citadel Investment Group 2002 - 2006
PricewaterhouseCoopers 1999 - 2002
Education
The University of Chicago Booth School of Business 2004 — 2006
Master of Business Administration (M.B.A.), Finance and Economics
Bowling Green State University 1996 — 1999
Bachelor's Degree, Accounting