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,
U.S. Trust, Bank of America Private Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at U.S. Trust, Bank of America Private Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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U.S. Trust, Bank of America Private Wealth Management Employees
U.S. Trust, Bank of America Private Wealth Management January 2007 - October 2012
Bank of America Private Bank March 2006 - December 2006
Bank of America Private Bank April 2003 - March 2006
Bank of America September 2001 - April 2003
Bank of America August 1988 - August 2001
Skills
Series 7, Wealth Management, Investment Management, Relationship Management, Building Relationships, Estate Planning, Strategic Planning, Concentrated Stock..., Real Estate Lending, Securities Lending, Consumer Lending, Private Banking
Education
Louisiana State University 1984 — 1988
Bachelor of Science, Finance
Northwest Investment Counselors, LLC November 2013 - Present
U.S. Trust, Bank of America Private Wealth Management February 2011 - November 2013
Washington Trust Bank March 2005 - February 2011
NW Investment Counselors 2004 - 2005
Bank of the Northwest 2000 - 2004
Northern Bank of Commerce 1996 - 2000
U.S. Bank 1986 - 1996
Skills
Wealth Management, Estate Planning, Investment Management, Private Banking, Leadership, Mutual Funds, Retirement, Trusts, Wealth, Strategy, Financial Advisory, Series 63
Education
Cannon Financial Institute 2005 — 2006
Personal Trust Administration
University of Oregon 1985 — 1989
Bachelor of Arts (B.A.), Rhetoric and Communications
Series 7 and 66
U.S. Trust, Bank of America Private Wealth Management July 2000 - Present
Northern Trust July 1992 - July 2000
HomeFed Trust 1988 - 1992
Skills
CTFA, Trust Services, High Net Worth..., Estate Planning, Trust Management, Trusts, Wealth Management..., Wealth Management, Strategic Financial..., Asset Allocation, Asset Protection, Asset Managment, Estate Administration, Wealth, Investment Advisory, Retirement Planning, Estate Tax Planning, Investment Management, Asset Management, Investment Strategies, Private Banking, Estate Law, Financial Planning
Education
Northwestern University
Personal Trust Graduate School
Cannon Financial Institute - Pepperdine University 1996 — 1999
Institute of Certified Bankers
CTFA
Minnesota State Community and Technical College 1980 — 1981
Legal Assistant/Paralegal
The Mason Companies September 2011 - Present
US Trust, Bank of America Private Wealth Management September 2008 - September 2011
Citigroup Global Wealth Advisory Services January 2007 - September 2008
Thomas Weisel Partners May 2004 - January 2007
Bank of America September 2000 - May 2004
Education
Albany Law School of Union University
JD
Union College
MBA
Western University
BA, Political Science
Trinity Legacy Partners, LLC September 2011 - Present
CSN Houston television network October 2010 - Present
Major League Baseball April 2001 - Present
AT&T Cotton Bowl Classic 1994 - Present
Houston Cougars Stats Crew 1992 - Present
Select Asset Management September 2009 - July 2011
U.S. Trust, Bank of America Private Wealth Management February 2006 - August 2009
The Private Bank at Bank of America April 2003 - February 2006
AIM Investments December 1996 - April 2003
Houston Astros Baseball Club 1994 - 1996
Skills
Alternative Investments, Investments, Asset Managment, Mutual Funds, Portfolio Management
Education
University of Houston, C.T. Bauer College of Business 1999 — 2002
MBA, Finance with concentration in Investment Management
University of Houston, C.T. Bauer College of Business 1988 — 1992
BBA, Marketing
U.S. Trust, Bank of America Private Wealth Management February 2013 - Present
First Citizens Bank December 2011 - January 2013
First Citizens Bank November 2010 - December 2011
Prudential Financial March 2009 - October 2010
State Employees' Credit Union June 2008 - July 2009
North State Bank April 2008 - July 2008
Education
Wake Forest University 2012 — 2014
School of Business - Master of Business Administration (MBA)
North Carolina State University 2005 — 2009
College of Management - B.S., Business Administration - Finance & Economics
Bank of the West April 2012 - Present
Bank of the West November 2011 - Present
U.S. Trust, Bank of America Private Wealth Management June 2003 - March 2011
Skills
Relationship Management, Wealth Management, Credit, Commercial Lending, Financial Advisory, Small Business Lending, Consumer Lending, Asset Based Lending, Commercial Banking, Lines Of Credit, Private Banking, Commercial Mortgages, Loans, Banking, Loan Origination, Portfolio Management, Retail Banking, Credit Analysis, Mortgage Lending, Mortgage Banking, Underwriting, Credit Risk, Cross Selling, Refinance
Education
Stanford Graduate School of Credit and Financial Management
The University of Montana - School of Business Administration
Bachelor of Science (B.S.), Finance
U.S. Trust, Bank of America Private Wealth Management July 2011 - Present
Lifestylist Advisory September 2009 - July 2011
Luxury Attache November 2007 - September 2009
Luxury Attache November 2007 - September 2009
Luxury Attache November 2007 - September 2009
Skills
Event Planning, Account Management, Customer Service, Sponsorship, Event Management, Strategic Planning, Corporate Events, Hospitality, Meeting Planning, Hotels, Leadership, Marketing, Public Relations, Advertising, Social Media
Education
Monmouth University 2003 — 2007
J.P. Morgan July 2014 - Present
J.P. Morgan September 2012 - June 2014
US Trust, Bank of America Private Wealth Management July 2011 - September 2012
U.S. Trust, Bank of America Private Wealth Management June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Spyglass Entertainment June 2009 - August 2009
Education
University of Southern California 2007 — 2011
BS, Business Administration
Morgan Stanley Wealth Management October 2014 - Present
U.S. Trust, Bank of America Private Wealth Management March 2008 - October 2014
U.S. Trust October 2006 - March 2008
U.S. Trust August 2005 - October 2006
American Express October 2004 - August 2005
Merrill Lynch October 2003 - October 2004
Merrill Lynch Investment Managers March 2003 - August 2003
Skills
Portfolio Management, Competitive Analysis, Investments, Hedge Funds, Asset Allocation, CRM, Mutual Funds, Financial Modeling, Leadership, Strategy, Alternative Investments, Valuation, Wealth Management, Investment Management, Private Equity, Bloomberg
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Double Major in Finance and Economics with a minor in Management Information Systems
Chartered Alternative Investment Analyst (CAIA) Association
CAIA Charterholder
Chartered Financial Analyst (CFA) Institute
Level 2 Candidate in the CFA Program
New York University
Professional Development, Strategy & Leadership coursework
EnLink Midstream December 2014 - Present
Howard Energy Partners April 2014 - Present
EnLink Midstream April 2014 - December 2014
EnLink Midstream July 2012 - April 2014
Bank of America Merrill Lynch June 2011 - July 2012
U.S. Trust, Bank of America Private Wealth Management May 2010 - May 2011
Paloma Resources May 2008 - September 2008
Skills
Corporate Development, M&A analysis, Mergers & Acquisitions, Oil/Gas, Valuation Modeling, Valuation, Capital Markets, Industry Analysis, Financial Modeling, Financial Analysis, Banking, Corporate Finance, Finance, Due Diligence, Corporate Banking, Commercial Banking, Analysis, Portfolio Management
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2010
Bachelors of Business Administration Degree, Finance major, Energy (Oil & Gas) minor
Highland Park High School
The Commerce Trust Company March 2014 - Present
UMB Bank June 2009 - March 2014
U.S. Trust, Bank of America Private Wealth Management 1993 - 2009
Skills
Asset Allocation, Wealth Management, Investments, Portfolio Management, Investment Management, Retirement Planning, Banking, Financial Services, Loans, Credit Analysis, Fixed Income
Education
University of Missouri-Columbia 1989 — 1993
BSBA, Finance and Banking
Southern Methodist University April 2013 - Present
The University of Texas at San Antonio January 2010 - February 2013
Kindred Healthcare September 2009 - January 2010
U.S. Trust, Bank of America Private Wealth Management January 2007 - September 2009
Countrywide Financial Corporation July 2005 - September 2006
Sandhurst Group December 1998 - July 2005
Skills
Recruiting, Talent Acquisition, Applicant Tracking..., Event Planning, Non-profits, Onboarding, Executive Search, Strategic Planning, Employee Relations, Internet Recruiting, Fundraising, Public Relations, Nonprofits, Healthcare, Event Management, Human Resources, Annual Giving, Management, Program Management
Education
The University of Texas at Arlington 1995 — 1997
BBA, Marketing
FBI Citizens Academy
Leadership North East
KeyBank November 2013 - Present
U.S. Trust, Bank of America Private Wealth Management January 2010 - November 2013
Bank of America July 2005 - December 2009
Heritage Creations October 1999 - July 2005
Community Care Physicians, P.C., Latham, New York October 1997 - November 1999
Skills
Investments, Wealth Management, Portfolio Management, Strategic Financial..., Series 7, Cash Management, Asset Allocation, Asset Managment, Asset Management, Risk Management, Finance, Due Diligence, Investment Strategies, Credit, Mergers & Acquisitions
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1995 — 1997
MBA, Management & Technology
University at Albany, SUNY 1980 — 1984
B.S., Accounting
St. Anthony's HS
City National Bank December 2009 - Present
U.S. Trust, Bank of America Private Wealth Management June 2007 - November 2009
Skills
Wealth Management, Investment Management, Retirement Planning, Private Banking, Estate Planning, Alternative Investments, Commercial Lending, Asset Protection, Premium Financing, Insurance, Risk Management, Mortgage Lending
Education
San Diego State University-California State University 2000 — 2002
B.A.
KPMG September 2015 - Present
KPMG December 2012 - Present
U.S. Trust, Bank of America Private Wealth Management February 2012 - December 2012
James P Greene & Associates February 2010 - February 2012
Skills
IRS Enrolled Agent, Tax Preparation, Income Tax, Tax Law, Tax Accounting, Tax Advisory, Tax Research, Tax Audit Representation, Partnership Taxation, Estate Tax Planning, Sales Tax, Accounting, Drake Tax Software, CCH ProSystem fx, Turbo Tax, QuickBooks, OneSource, Corporate Tax, Tax Relief, Tax Reduction, Notary Public
Education
The John Marshall Law School 2010 — 2012
Master of Science (M.S.), Tax Law
U.S. Trust, Bank of America Private Wealth Management November 2000 - Present
Bank of America January 1998 - November 2000
Skills
Series 24, Private Wealth..., Series 7, Series 63, Series 65
Education
University of Virginia 1997 — 1999
Graduate Banking School, Banking, Honors
University of South Carolina-Columbia 1980 — 1984
BS, Finance, Management Science
Regions Bank September 2015 - Present
U.S. Trust, Bank of America Private Wealth Management 2008 - 2013
U.S. Trust, Bank of America Private Wealth Management 2006 - 2008
The Private Bank of Bank of America 2004 - 2006
The Private Bank of Bank of America 2003 - 2004
Frito Lay 2002 - 2003
Wunderlich Securities 2000 - 2002
A.G. Edwards & Sons, Inc. 1998 - 2000
A.G. Edwards & Sons, Inc. 1997 - 1998
US Army 1993 - 1996
Skills
Portfolio Management, Financial Planning, Investments, Asset Management, Customer Relations, Compliance, Investment Advisory, Financial Analysis, Asset Allocation, Risk Management, Financial Modeling, Valuation, Wealth Management, Excel, Equities, PowerPoint, Account Management, Mutual Funds, Analysis, Sales Management, Alternative Investments, Strategic Financial..., Asset Managment, Finance, Wealth Management..., Financial Advisory, Investment Management, Capital Markets, Investment Strategies, Fixed Income, Financial Services, Bonds, Series 7, Financial Risk, Private Equity, Securities, Hedge Funds, Private Banking, Options, High Net Worth..., Insurance, Retirement Planning
Education
Webster University 1998 — 1999
Master of Art, Finance
University of Central Missouri 1996 — 1997
Bachelor of Science, Economics
Truman State University 1988 — 1991
Lee's Summit High School 1984 — 1988
U.S. Trust, Bank of America Private Wealth Management 2014 - Present
Wells Fargo Advisors 2010 - 2014
Wells Fargo Advisors 2007 - 2010
Wells Fargo Advisors 2004 - 2007
Skills
Project Management, Risk Management, Series 7, Series 63, Uniform Combined State..., FINRA, Wealth Management, Banking, Process Improvement, Series 9, Series 10, Series 66, Relationship Management, Change Management, Development Of Employees, Financial Services, Branch Operation, Branch Management, Trading, Investment Brokerage, Solution Implementation, Management, Superior Client Service, Securities, Training
Education
State University of New York at Buffalo
Bachelor of Arts
Niagara County Community College
Associate of Science (AS)
U.S. Trust, Bank of America Private Wealth Management April 2004 - July 2008
Skills
Financial Analysis, Research, Strategy, Portfolio Management, Investments
Education
Long Island University 2002 — 2005
MBA, Finance
UMB Bank 2013 - Present
U.S. Trust, Bank of America Private Wealth Management 2000 - 2012
SunTrust Bank 1999 - 2000
The Commerce Trust Company 1994 - 1999
Skills
Portfolio Management, Alternative Investments, Asset Allocation, Investment Strategies, Investment Management, Equities, Hedge Funds, Investments, Private Equity, Mutual Funds, Asset Managment, Wealth Management, High Net Worth..., Financial Advisory, Series 7, Investment Advisory
Education
University of Missouri-Kansas City 1991 — 1996
BBA, MBA-Finance
Missouri State University 1990 — 1991
U.S. Trust, Bank of America Private Wealth Management November 2012 - Present
Wells Fargo Bank Wealth Management Group June 2011 - November 2012
Lang, Richert & Patch October 2009 - May 2011
AXA Advisors July 2007 - September 2009
Skills
Estate Planning, Wealth Management, Bankruptcy, Trust Management, Investments, Finance, Banking, Real Estate, Credit, Tax, Insurance, Business Planning, Financial Services, Courts, Financial Advisory, High Net Worth..., Restructuring, CRM, Valuation
Education
University of San Diego School of Law 2005 — 2007
Juris Doctorate, Law
University of Arizona 2000 — 2004
B.A. cum laude, Communications w/ Honors (major); General Business (minor)
PCAOB December 2011 - Present
Mazon, Inc. September 2006 - August 2010
Nigro Karlin Segal & Feldstein, LLP November 2005 - September 2006
American Red Cross December 2001 - November 2005
U.S. Trust, Bank of America Private Wealth Management December 2000 - October 2001
Golomt Bank of Mongolia June 1995 - September 1998
Skills
Excel, Access, PowerPoint, Word, Microsoft Office, Quickbooks, Peachtree, Mathlab, SAS, Monarch, Data Warehousing, Lotus Notes, Business Objects, Oracle, Financial Analysis, Financial Accounting, Financial Reporting, Auditing, Banking, Budgeting, Tax Preparation, Accounting, Forecasting, Non-profits, Data Analysis, Accounts Payable, Analytical Abilities, Hard Worker, Self Starter, Multitasker, Problem Solving, Mathematics, Responsibility, Reliability, Organizing, Personal Productivity, Business Ethics, Accurate, Attention To Detail, Valuation, Acquisition Analysis, Mergers, Financial Modeling, Leveraged Finance, Options Pricing, Equity Valuation, Microsoft Excel, Analysis, Mergers & Acquisitions, Microsoft Word
Education
The George Washington University - School of Business 2010 — 2012
Master of Science, Finance
UCLA Extension 2005 — 2006
CPA, CPA Review Courses
National University of Mongolia 1993 — 1997
BA, Finance & Banking
U.S. Bank January 2014 - Present
J.P. Morgan May 2011 - October 2013
U.S. Trust, Bank of America Private Wealth Management 2000 - May 2011
Bank of America 1989 - 2000
Skills
Wealth Management, Portfolio Management, Investments, Asset Allocation, Asset Managment, Alternative Investments, Investment Management, Investment Advisory, Wealth Management..., Retirement Planning, Financial Analysis, Loans, Banking, Private Banking, Commercial Lending, Credit, Securities, Hedge Funds, Asset Management, Fixed Income, Equities, Capital Markets, Series 7, Investment Strategies, Private Equity, Bonds, Financial Advisory, Credit Analysis, Financial Services, Investment Banking, Strategic Financial..., Mutual Funds, Financial Planning
Education
Southern Illinois University, Edwardsville 1989 — 1991
MBA
University of Missouri-Columbia 1980 — 1984
BS, Agricultural Economics
U.S. Trust, Bank of America Private Wealth Management June 1988 - Present
Bank of America 1998 - 2001
Education
Mississippi State University - College of Business and Industry 1984 — 1988
B.A., Banking and Finance
Fee Only Wealth Management July 2013 - Present
U.S. Trust, Bank of America Private Wealth Management June 2009 - July 2013
Milbank, Tweed, Hadley & McCloy LLP June 2007 - March 2009
Reed Smith LLP May 2005 - June 2007
Wiggin and Dana LLP March 2000 - May 2005
Skills
Fiduciary, Trusts, Tax Law, Estate Administration, High Net Worth..., Mergers & Acquisitions, Tax, Corporate Law, Private Equity, Litigation, Wealth, Estate Law, Income Tax, Tax Preparation, Estate Planning, Investment Strategies, Wealth Management..., Estate Tax Planning, Securities, Trust Services, Investment Management, Investment Advisory, Alternative Investments, Financial Planners, Financial Advisory
Education
Northwestern University School of Law 1991 — 1994
JD, Law
New York University School of Law
LLM, Tax
University of Michigan
BA, Political Science, History
Howard Hanna Real Estate Services September 2014 - Present
Bank of America April 2012 - December 2013
Bank of America May 2011 - April 2012
Bank of America November 2010 - May 2011
U.S. Trust, Bank of America Private Wealth Management November 2007 - November 2010
The Private Bank of Bank of America October 2005 - November 2007
The Private Bank of Bank of America April 2001 - October 2005
Bank of America January 2000 - April 2001
NationsBank (predecessor of Bank of America) October 1991 - December 1999
Sovran Bank (predecessor of Bank of America) September 1986 - June 1989
Skills
Real Estate, Real Estate Sales..., Real Estate Transactions, Real Estate Marketing, Real Estate Staging, Customer Service, Business Management, Project Execution, Strategic Communications, Vendor Management, Financial Reporting, Advertising, Public Relations, Media Relations, Marketing Communications, Event Marketing, Newsletters, Event Management, Event Planning, Administration, Budget Allocation, Budget Analysis, Documentation, Budget Preparation, Budget Tracking, Forecasting, Databases, Inventory Management, Banking, Mergers, Sales Compensation, Corporate Communications, Administrative Support, Corporate Branding, Creative Concept..., Creative Services, Corporate Events, Office Administration, Sales Support, Trade Show Management, Print Management, Management, Project Management, Trade Shows, Budgets, Product Marketing
Education
Alpha College 2014 — 2014
Virginia Real Estate License, Real Estate
Old Dominion University 1977 — 1979
University of California, Los Angeles 1989 — 1990
Cooking and Related Culinary Arts, General
FactSet February 2014 - Present
U.S. Trust, Bank of America Private Wealth Management January 2013 - February 2014
Credit Suisse June 2010 - August 2010
Skills
Microsoft Office
Education
Manhattanville College 2008 — 2012
Bachelor of Arts, Finance
U.S. Trust, Bank of America Private Wealth Management November 2005 - Present
U.S. Trust November 2005 - July 2010
Merrill Lynch 2001 - 2005
United States Navy May 1994 - June 1999
Education
University of Southern California - Marshall School of Business 1999 — 2001
MBA, Finance
United States Naval Academy 1990 — 1994
Bachelors of Science, Economics
Sterling National Bank May 2013 - Present
BNY Mellon, N.A. 2011 - 2013
Dentons 2009 - 2011
U.S. Trust, Bank of America Private Wealth Management 2009 - 2010
Private Client Group, LLC 2008 - 2009
United States Trust Company, N.A. 1999 - 2008
Citibank. N.A. (Citigroup) 1996 - 1999
Rosen & Reade, LLP 1992 - 1995
Skills
Fiduciary Law, Trust Management, Estate Administration, Trusts, Banking, Risk Management, Compliance, Trust Services, Estate Planning, Wealth Management, High Net Worth..., Family Office, Relationship Management, Life Insurance, KYC, Tax, AML, Wealth Management..., Fiduciary, Asset Management, Financial Services, Securities, Fixed Annuities, Fiduciary Services, Personal Trust..., Irrevocable Life..., Dynasty Trusts, Revocable Trusts, Personal Trust, Charitable Remainder..., Multi-generational..., Estate Preservation, Alternative Investments, Asset Allocation, Financial Risk, Investment Advisory, Private Banking, Mutual Funds, Insurance, Estate Tax Planning, Investment Management, Finance, Retirement Planning, Series 7, Investments, Wealth, Anti Money Laundering, Wealth Preservation...
Education
American Bankers Association - National Graduate Compliance School 2011 — 2011
Certificate, Banking & Fiduciary Compliance
New York Bankers Association - Trust, Estate, and Investment Schools 1996 — 2004
Graduate Level Certificates, Trusts & Estates Administration
NYU School of Continuing and Professional Studies - Legal 1996 — 1999
Grad. Cert., Trust & Estate Tax and Administration
Pace University 1981 — 1985
BA, History/Political Science
U.S. Trust, Bank of America Private Wealth Management April 2014 - Present
Law Offices of Donald P. Schweitzer November 2011 - March 2014
Taylor Summers Rhodes Rasmussen Brooke & Torossian LLP December 2006 - June 2011
Skills
Living Trusts, Conservatorships, Estate Administration, Estate Settlement, Probate, Estate Planning, Family Law
Education
Southwestern University School of Law 2003 — 2006
Juris Doctor
University of Southern California 1997 — 2001
Bachelor of Arts, Communications Studies
Merrill Lynch June 2013 - Present
U.S. Trust January 2012 - June 2013
U.S. Trust, Bank of America Private Wealth Management July 2006 - February 2012
NBC Universal January 2006 - June 2008
Skills
Wealth Management, High Net Worth..., Alternative Investments, Asset Allocation, Banking, Asset Management, Credit, Business Development, Estate Tax Planning, Investment Advisory, Management, Private Banking, Wealth, Sales, Series 7, Wealth Management...
Education
University of California, San Diego 2002 — 2006
BA, Communication
Arcadia High School
U.S. Trust, Bank of America Private Wealth Management January 2014 - Present
A Single Family Office 2007 - 2013
William Blair and Company 2006 - 2007
Merrill Lynch 1996 - 2006
BayBank 1991 - 1994
US Navy 1980 - 1984
Skills
Financial Planning, Wealth Management, Investments, Wealth, Asset Allocation, Alternative Investments, Estate Planning, Retirement Planning, Investment Advisory, Investment Strategies, Banking, Financial Advisory, Commercial Lending, Financial Services, Private Equity, Securities, 401k, Portfolio Management, Strategic Financial..., Finance, Retirement, High Net Worth..., Series 63, Equities, Private Banking, Financial Planners, Loans, Hedge Funds, Mutual Funds, Series 7, Wealth Management..., Relationship Management, Risk Management, Investment Management, Asset Management
Education
Wharton School, University of Pennsylvania
CIMA, IMCA Certified Investment Management Analyst Program
Oregon State University
BS, Business Administration, Cum Laude
US Trust Bank of America Private Wealth Management April 2005 - Present
Skills
Series 7, Private Banking, Insurance, Wealth Management..., Credit, Series 63, Series 65
Education
Baylor University 1996 — 2000
Consulting 2012 - 2013
U.S. Trust, Bank of America Private Wealth Management 2010 - 2012
JP Morgan 2008 - 2009
BNY Mellon 2005 - 2007
Merrill Lynch 2000 - 2005
MBIA 1989 - 1998
Western & Southern Financial Group 1983 - 1988
Skills
Relationship Management, Credit, Risk Management, Analysis, Structured Products, Alternative Investments, Hedge Funds, Investments, Corporate Credit, Building Relationships, SWOT analysis, Business Development, Project Management, Marketing, Due Diligence, Structured Finance, Fixed Income, Credit Risk, Portfolio Management, Capital Markets, Credit Analysis, Loans, Financial Analysis, Private Banking, Bonds, Corporate Finance, Investment Banking, Securities, Finance, Financial Services, Mortgage Lending, Nonprofits, Event Planning, Community Engagement, Series 7, Wealth Management, Mutual Funds, Derivatives, Valuation, Private Equity, Financial Markets
Education
Xavier University - Williams College of Business
MBA, Finance
University of Cincinnati
BGS, Marketing and Economics
J.P. Morgan June 2015 - Present
U.S. Trust, Bank of America Private Wealth Management June 2013 - August 2013
Karsch Capital Management June 2012 - August 2012
Wahlrich Group, LLC June 2011 - August 2011
The Birch Wathen Lenox School September 2009 - June 2010
Big Daddy's Restaurant January 2008 - June 2008
Skills
Financial Analysis, Writing Skills, Market Research, Public Speaking, Microsoft Excel, Social Media, Research, Editing, Data Analysis, PowerPoint, Start-ups, Microsoft Office, Marketing Strategy, Creative Direction, Graphic Design, Microsoft Word, Copy Editing, Writing, Chinese Teaching, Chinese
Education
Northwestern University - Kellogg School of Management 2014 — 2015
M.S. in Management Studies (MSMS)
Northwestern University 2010 — 2014
Bachelor's Degree, Economics and History
Danish Institute for Study Abroad
Economics and Cross-Cultural Psychology
Schreck Rose Dapello & Adams LLP May 2015 - Present
Pillsbury Winthrop Shaw Pittman LLP October 2013 - April 2015
Pillsbury Winthrop Shaw Pittman May 2012 - July 2012
FINRA (Financial Industry Regulatory Authority) May 2011 - July 2011
Sullivan & Cromwell LLP July 2008 - May 2010
U.S. Trust, Bank of America Private Wealth Management June 2007 - August 2007
Pioneer Investments June 2005 - August 2005
Education
The George Washington University Law School 2010 — 2013
JD, Law, with Honors
University of Pennsylvania 2004 — 2008
B.A., Psychology, Music (minor), Cum Laude
Ransom Everglades 2000 — 2004
Buckingham Family of Financial Services April 2015 - Present
U.S. Trust, Bank of America Private Wealth Management May 2000 - May 2011
Harold Lankford & Associates, Inc. October 1990 - May 2000
American Merchant Bankers, Inc. November 1987 - October 1990
Education
Southern Methodist University
BSME, Mechanical Engineering
The University of Dallas
MBA, Finance, Investments, Management
Northern Trust April 2010 - August 2015
U.S. Trust, Bank of America Private Wealth Management June 2009 - April 2010
U.S. Trust, Bank of America Private Wealth Management September 2003 - June 2009
Ivey, Barnum & O'Mara 2000 - 2003
Gallagher, Gallagher & Calistro January 1994 - January 1999
Skills
Estate Planning, Financial Modeling, Trust Management, Intergenerational..., Wealth Preservation..., Referral Network, Financial Structuring, Trust Services, High Net Worth..., Philanthropy, Asset Protection, Dynasty Trusts, Relationship Management, Team Management, Alternative Investments, Investments, Wealth Management, Wealth Management..., Trusts, Strategic Financial..., Asset Management, Financial Planning, Financial Services, Securities, Asset Allocation, Mutual Funds, Management, Hedge Funds, Risk Management, Strategy
Education
University of Miami School of Law 1999 — 2000
LL.M., Estate Planning
Quinnipiac University School of Law 1990 — 1993
J.D., Law
University of Colorado Boulder 1985 — 1989
B.A., Philosophy
Hamden Hall Country Day School 1980 — 1985
High School, High School/Secondary Diplomas and Certificates
Bank of America Global Wealth & Investment Management January 2014 - Present
Bank of America Global Wealth & Investment Management September 2012 - December 2013
U.S. Trust, Bank of America Private Wealth Management June 2009 - September 2012
Merrill Lynch 1999 - November 2009
Merrill Lynch 1999 - 2007
Panasonic 1994 - 1999
Baker & Taylor 1992 - 1995
Baker & Taylor 1992 - 1993
Skills
Marketing, Nice Guy, Online Advertising, Online Marketing, Integrated Marketing, Marketing Communications, Financial Services, Content Strategy, Brand Management
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.)
middlesex high school
Wells Fargo Private Bank May 2012 - Present
U.S. Trust, Bank of America Private Wealth Management September 1995 - April 2012
Education
New York University, Stern School of Business 1997 — 2001
Master of Business Administration (M.B.A.), Finance and Management
St. Lawrence University 1991 — 1995
Bachelor of Arts (B.A.), Economics
U.S. Trust, Bank of America Private Wealth Management May 2015 - Present
Wells Fargo Private Bank January 2010 - May 2015
Wachovia Wealth Management March 2008 - December 2009
Wachovia Wealth Management January 2004 - February 2008
Deloitte September 1997 - December 2003
Deloitte August 1992 - August 1997
Maison Portier Et Fils & Co. August 1990 - July 1992
McGarrahan & Heard June 1987 - August 1988
Education
The University of South Dakota 1989 — 1990
MBA, Management
The University of South Dakota 1985 — 1989
BS, Business Administration
The College for Financial Planning
U.S. Trust, Bank of America Private Wealth Management August 2010 - Present
Bank of America November 2010 - Present
LiveAutographs May 2009 - August 2009
Nokia Mobile Phones December 2003 - August 2008
South Bay Community Services February 2005 - February 2007
Qualcomm July 2000 - December 2003
Skills
Series 7, Entrepreneur, Electrical Engineering, Self Starter, Action Oriented, Team Leadership, Fast Pace Environment, Management Consulting, Thought Leadership, Technical Leadership, MBA, MBA Finance, Start-ups, Start-up Environments, Multilingual, Foreign Languages, Mobile Technology, Software Engineering, Analytics, Excel, Data Modeling, Social Media, Social Networking..., Entrepreneurship, Fast-paced, Microsoft Excel, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, International Finance, Financial Instruments and Markets, and Entrepreneurship
University of California, San Diego 1998 — 2003
Electrical Engineering, Wireless Communications
Universita di Siena per Stranieri, Siena, Italy 2002 — 2003
Lingua e Cultura Italiana, Italian Studies
Saint Augustine High School 1994 — 1998
U.S. Trust, Bank of America Private Wealth Management July 2012 - Present
Merrill Lynch Trust Company January 1995 - June 2012
Merrill Lynch Asset Management March 1991 - December 1994
Skills
Wealth Management, Investment Banking, Legal Administration, Sales Coordination, Writing, People-oriented, Communication Skills, Asset Managment, Computer Proficiency, Trust Management, Grant Administration, Mutual Funds and..., Asset Management, Wealth Management..., Philanthropy, High Net Worth..., Investment Management, Investment Advisory, Estate Planning, Tax, Banking, Charities, Financial Services, Investments
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Harbour Capital Advisors July 2011 - Present
U.S. Trust, Bank of America Private Wealth Management January 2006 - June 2011
Fidelity Investments 2001 - 2006
Ernst & Young, LLP 1999 - 2001
Arthur Andersen & Co. 1997 - 1999
Brooks, Stevens, & Pope 1995 - 1997
Skills
Tax, Wealth Transfer Planning, Estate Tax Planning, Inheritance Tax Planning, Family Business, Charitable Trusts, Private Foundations, Private Companies, Asset Protection, Trusts, Exit Strategies, Succession Planning, Pre-sales Consultancy, Estate Planning, Retirement Planning, High Net Worth..., Wealth, Wealth Management, Retirement, Risk Management, Financial Advisory, Asset Management, Investments, Securities, Investment Strategies, Pensions, Alternative Investments, Mutual Funds, Asset Allocation, Investment Advisory, Private Banking, Wealth Management..., Strategic Financial..., Asset Managment, Private Equity, Financial Planners, Series 7, Hedge Funds, FINRA, Family Office, Trust Services, Equities, Series 65, Investment Management, Due Diligence, Portfolio Management, Mergers & Acquisitions, Series 63, Financial Planning
Education
University of North Carolina School of Law 1992 — 1995
JD, Taxation
University of North Carolina at Chapel Hill 1988 — 1992
BA
Page High School 1984 — 1988
U.S. Trust, Bank of America Private Wealth Management September 2006 - Present
Trustco Bank August 1999 - September 2006
Skills
Estate Planning
Education
NCCS
Saint Michael's College
Business Administration- Finance Concentration
U.S. Trust, Bank of America Private Wealth Management March 2015 - Present
US Bank Private Client Reserve February 2011 - March 2015
US Bank July 2009 - February 2011
Fifth Third Bank September 2006 - July 2009
Skills
Financial Services, Loans, Banking, Small Business Lending, Commercial Lending, Commercial Banking, Credit, Credit Analysis, Consumer Lending, Lines Of Credit, Wealth Management, Capital Markets, Financial Analysis, Investments
Education
University of Mississippi
Bachelor of Arts (B.A.)
University of Mississippi
BMO Private Bank September 2009 - Present
U.S. Trust, Bank of America Private Wealth Management October 2007 - February 2009
ABN AMRO/LaSalle Bank 2006 - 2008
LaSalle Bank 2003 - 2005
Skills
Banking, Credit, Investments, Commercial Banking, Strategic Financial..., Loans, Asset Managment, Wealth Management, Credit Risk, Wealth, Portfolio Management, Risk Management, Asset Allocation, Investment Banking, Asset Management, High Net Worth..., Management, Treasury Management, Cash Management, Financial Modeling, Commercial Lending, Credit Analysis, Financial Services, Mortgage Lending, Capital Markets, Finance, Securities, Equities, Private Banking, Relationship Management, Investment Advisory, Financial Planning
Education
Northwestern University - Kellogg School of Management 1986 — 1990
MBA, Finance, International, Economics
Northern Illinois University 1977 — 1981
B.S. Finance, Finance, Business
JPS Foundation October 2014 - June 2015
U.S. Trust, Bank of America Private Wealth Management September 2008 - June 2014
U.S. Trust, Bank of America Private Wealth Management May 2005 - September 2008
Heritage National Bank (Bank was sold in 2005 and is now BBVA Compass Bank) February 2002 - April 2005
Merrill Lynch Trust Company July 1997 - February 2002
NationsBank of Texas (formerly NCNB Texas) December 1989 - July 1997
Texas Commerce Bank - Arlington November 1985 - December 1989
American Trust Company of Hawaii (Currently Bank of Hawaii) July 1981 - September 1985
Education
University of Hawaii at Manoa 1978 — 1981
Master's Degree, Agricultural Economics
University of Delaware 1974 — 1978
Bachelor's Degree, Agricultural and Resource Management
U.S. Trust, Bank of America Private Wealth Management July 2014 - Present
U.S. Trust, Bank of America Private Wealth Management June 2013 - August 2013
University of Houston September 2011 - May 2013
Ernst & Young June 2012 - August 2012
Skills
Highly Ambitious, Adjustable, Languages, Finance, Economics, Mathematics, Highly detail oriented, Strategic Planning, Microsoft Office, Mergers & Acquisitions, Time Management, Investments, Teamwork
Education
University of Houston 2010 — 2014
Bachelor’s Degree, Economics, Summa Cum Laude
U.S. Trust May 2015 - Present
Space Exploration Technologies September 2014 - May 2015
U.S. Trust, Bank of America Private Wealth Management June 2014 - August 2014
Merrill Lynch, Private Wealth Management September 2011 - November 2012
Victoria's Secret, Limited Brands August 2012 - August 2012
Deloitte June 2012 - June 2012
Bank of America July 2010 - April 2011
Skills
Investments, Mutual Funds, Financial Goals, Leadership, Public Speaking, Purchasing, SQL, Financial Accounting, Inventory Management, Aerospace Manufacturing, Theatre, Microsoft Office, Interpersonal..., Strategic Leadership, PowerPoint, Direct Sales, Microsoft Excel, Microsoft Word, Stock Research, Bond Research, Mutual Fund Research, Manage Client Database, Investment Portfolio..., Investment Proposals, Review Asset Allocation, Research Risk Return..., Review Price Earnings, Review Company’s..., Review Projected Cash..., Review Debt Coverage..., Rebranding, Marketing Communications, Dance, Singing, Acting, Improvisational Comedy, Couponing, Coupons, Interpersonal...
Education
University of Southern California 2012 — 2014
Bachelor's Degree, Economics, Finance, and Entrepreneurship
Santa Monica College 2010 — 2012
Economics
Los Angeles Baptist 2007 — 2010
SunTrust June 2015 - Present
Wells Fargo Wealth Management October 2010 - June 2015
U.S. Trust, Bank of America Private Wealth Management February 1999 - October 2010
Bank of America December 1991 - January 1999
Bank of America September 1988 - November 1991
Skills
Investments, Banking, Estate Planning, Wealth Management, Leadership, Wealth, Portfolio Management, Financial Services, Credit, Fundraising, Marketing, Training, Series 7, Investment Management, High Net Worth..., Loans, Commercial Lending, Sales, Customer Service, Finance, Management, Managerial Finance, Nonprofits, Wealth Management..., Financial Analysis
Education
Southern Methodist University - Cox School of Business 1980 — 1984
BBA, Finance, Marketing
Ridgefield High School 1976 — 1980
U.S. Trust, Bank of America Private Wealth Management December 2009 - Present
JPMorgan Chase August 1996 - July 2002
Northern Trust July 1992 - August 1996
Peterson Consulting 1989 - 1992
Skills
Business Valuation, Financial Analysis, Succession Planning, Asset Managment
Education
Northwestern University - Kellogg School of Management 1992 — 1996
MS, Finance and Management Strategy
Miami University 1985 — 1989
BS, Finance
Timberland Investment Resources, LLC March 2015 - Present
U.S. Trust, Bank of America Private Wealth Management June 2013 - July 2014
Shelby Roden, LLC January 2013 - June 2013
Sloss Real Estate February 2012 - April 2012
Southern Environmental Law Center September 2011 - December 2011
Skills
Legal Writing, Fundraising, Public Policy, Research, Policy Analysis, Environmental Policy, Environmental Law, Environmental Awareness, Nonprofits
Education
Cumberland School of Law 2009 — 2012
JD, Environmental Law
Sewanee-The University of the South 2005 — 2009
BA, Political Science
St. John's College - University of Oxford
Political Theory, Art History
U.S. Trust, Bank of America Private Wealth Management September 2003 - Present
Skills
Asset Management, Financial Planning, Investment Advisory, Portfolio Management, Wealth Management..., Wealth Management, Risk Management, Retirement Planning, Estate Planning, Financial Services, Investments, High Net Worth...
Education
Southern Methodist University 1985 — 1989
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Southeastern Paralegal Institute
Post-Graduate Certificate with Honors, Paralegal Studies
Brown Brothers Harriman February 2015 - Present
Brown Brothers Harriman July 2014 - January 2015
Brown Brothers Harriman January 2013 - June 2014
U.S. Trust, Bank of America Private Wealth Management July 2010 - January 2013
U.S. Trust, Bank of America Private Wealth Management August 2008 - June 2010
Davis Center for Portfolio Management (Flyer Investments) January 2008 - May 2008
Emerson Climate Technologies May 2007 - August 2007
Education
University of Dayton 2004 — 2008
Bachelor of Science in Business Administration, Finance & Entrepreneurship
Minster High School 2000 — 2004
Citi Private Bank June 2010 - Present
U.S. Trust, Bank of America Private Wealth Management May 2003 - June 2010
PNC Advisors March 2002 - April 2003
The Bank of New York November 1989 - February 2002
Putnam Trust Company 1996 - 2000
Merrill Lynch Business Financial Services October 1984 - November 1989
Education
Providence College
Bachelor of Arts (B.A.), Humanities
U.S. Trust, Bank of America Private Wealth Management January 2015 - Present
U.S. Trust November 2013 - September 2014
Merrill Lynch April 2012 - November 2013
Shoprite January 2007 - April 2012
Shoprite January 2007 - April 2012
Skills
Research, Software Documentation, Accounting, Customer Service, Outlook, Data Entry, Microsoft Excel, Access, Microsoft Word, PowerPoint, Time Management, Microsoft Office, Teamwork, Human Resources, Administration, Analysis
Education
Rutgers, the State University of New Jersey 2007 — 2011
Bachelor of Arts, Labor Studies and Employment Relations
Universidad de Salamanca
U.S. Trust, Bank of America Private Wealth Management June 2015 - Present
Weitz & Luxenberg, P.C. April 2013 - June 2015
Pace University February 2012 - May 2012
New York County District Attorney’s Office January 2012 - May 2012
Kings County District Attorney’s Office January 2012 - May 2012
One Hundred Dollar Solution May 2011 - September 2011
Pace University May 2009 - May 2011
The Dome Project September 2010 - December 2010
United States Census Bureau 2010 January 2010 - July 2010
Adventures NYC June 2010 - June 2010
Skills
Microsoft Office, Legal Research, Research, Analysis, Evaluation, Travel, Filing, Organization, Time Management, Teamwork, Communication, Writing, Creative Writing, Problem Solving, PowerPoint, Outlook, Microsoft Word, Microsoft Excel, Proofreading
Education
Pace University 2008 — 2012
Bachelor's degree, English Language and Literature, General
Pace University, Dyson School of Arts and Sciences 2008 — 2012
Bachelor of Arts, English
USAA March 2013 - Present
U.S. Trust, Bank of America Private Wealth Management 2005 - 2012
Citigroup Private Bank 2000 - 2005
Skills
Certified Financial...
Education
State University of New York College at Oneonta 1987 — 1990
Bachelor of Science (B.S.), Business/Managerial Economics
US Trust Bank of America Private Wealth Management April 1998 - Present
Citibank Private Bank March 1992 - April 1998
Skills
Asset Allocation
Education
Adelphi University
Holy Trinity
U.S. Trust, Bank of America Private Wealth Management March 2015 - Present
U.S. Trust, Bank of America Private Wealth Management October 2014 - March 2015
Merrill Lynch October 2012 - October 2014
Scottrade, Inc July 2008 - October 2012
U.S. Army Communications Life Cycle Command September 2005 - July 2008
Skills
Corporate Finance, Securities, Investment Strategies, Strategic Financial..., Financial Advisory, Series 7, Portfolio Management, Investments, Mutual Funds, Series 63, Asset Allocation, Series 65, Trading, Investment Advisory, FINRA, Financial Markets, Fixed Income, Equities, Financial Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
B.S., Economics
EBHS 2002 — 2005
Phillips 66 August 2014 - Present
Phillips 66 July 2013 - August 2014
Phillips 66 May 2012 - August 2012
U.S. Trust, Bank of America Private Wealth Management 2008 - 2011
PFM Asset Management 2007 - 2008
Renaissance Financial Corporation 2005 - 2007
Skills
Investment Strategies, Equities, Investments, Fixed Income, Hedge Funds, Investment Advisory, Investment Management, Portfolio Management, Equity Valuation, Private Equity, Asset Management, Financial Analysis, Derivatives, Economics, Strategic Financial..., Asset Allocation, Corporate Finance, Financial Modeling, Finance, Wealth Management, Investment Banking
Education
Rice University 2011 — 2013
Master of Business Administration (MBA), Finance
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelor of Arts (BA), Economics
Atlantic Trust July 2011 - Present
U.S. Trust, Bank of America Private Wealth Management January 2010 - July 2011
JPMorgan Chase January 2009 - January 2010
U.S. Department of the Treasury May 2008 - August 2008
Skills
Asset Allocation, Wealth Management, Asset Management, Mutual Funds, Portfolio Management
Education
Suffolk University - Sawyer School of Management 2011 — 2013
MBA, Finance
Boston University 2013 — 2014
Certificate in Financial Planning
Cannon Financial Institute 2013 — 2015
Trust School I, II, and III
Westfield State University 2005 — 2009
BA, Economics
Westfield State University 2005 — 2009
BS, Business Management
Columbia Threadneedle Investments, US December 2013 - Present
Fidelity Investments February 2013 - November 2013
Fidelity Investments August 2012 - February 2013
U.S. Trust, Bank of America Private Wealth Management December 2009 - March 2012
Legal Wheels, Inc August 2007 - August 2009
Skills
Series 7, Series 63, Series 66, Finance, Uniform Combined State..., Portfolio Management, Private Banking, Financial Services, Mutual Funds, Asset Allocation, Investment Management, Relationship Management, Investment Advisory, Equities, Investment Strategies, Fixed Income, Series 65
Education
Liberty University 2009 — 2011
M.A, Professional Counseling
North Carolina State University 2003 — 2007
B.A, Sociology
Welcomemat Services May 2014 - Present
U.S Trust, Bank of America Private Wealth Management June 2011 - March 2014
U.S. Trust, Bank of America Private Wealth Management November 2009 - May 2011
U.S. Trust, Bank of America Private Wealth Management June 2008 - November 2009
Skills
Financial Analysis, Investments, Financial Modeling, Wealth Management, Risk Management, Finance, Cash Management, Bloomberg, Credit Analysis, Financial Markets, Derivatives, Private Equity, Loans, Hedge Funds, Securities
Education
University of Michigan 2004 — 2008
Bachelor of Arts (BA), Economics
Grosse Pointe South 2001 — 2004
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
The TCW Group February 2015 - Present
Trust Company of the West February 2010 - Present
Trust Company of the West February 2009 - February 2010
Trust Company of the West July 2007 - February 2009
Trust Company of the West February 2007 - June 2007
Cliffwood Partners LLC January 2006 - December 2006
U.S. Trust, Bank of America Private Wealth Management March 2005 - September 2005
Skills
MBS, Structured Products, Mortgage, Fixed Income, CMBS, Mortgage Lending, Credit
Education
University of California, Los Angeles 2003 — 2007
Bachelor of Arts (B.A.), Business Economics
Walser Law Firm August 2014 - Present
U.S. Trust, Bank of America Private Wealth Management April 2013 - April 2014
Students in the Know Foundation August 2009 - December 2012
Walser Law Firm April 2012 - August 2012
British Council: UK Mission to the United Nations May 2010 - July 2010
White House Council on Environmental Quality May 2009 - August 2009
ECOMB Inc., Environmental Coalition of Miami Beach January 2007 - February 2008
Skills
Estate Planning, Estate Tax Planning, Corporate Law, Nonprofits, Tax, Legal Research, Legal Writing, Litigation Support, Legal Assistance, Litigation, Mediation, Income Tax, Private Equity, Legal Advice, Intellectual Property, Due Diligence, Investments, Social Media, Westlaw, Tax Law, Risk Management, Analysis, Policy, Management, Marketing, Microsoft Office, Research, Microsoft Excel, Public Speaking, Leadership, PowerPoint, Finance, Customer Service
Education
New York University School of Law 2010 — 2013
Doctor of Law (J.D.), Focus: Trust & Estates
University of Miami - School of Business 2006 — 2010
BBA, Finance, Psychology
NBPS
Consumers Energy July 2015 - August 2015
Meijer September 2013 - May 2015
ConAgra Foods June 2012 - August 2013
ConAgra Foods May 2010 - June 2012
U.S. Trust, Bank of America Private Wealth Management June 2008 - March 2009
American Century Investments June 2007 - August 2007
DTE Energy Services July 2004 - August 2006
DTE Energy February 2001 - July 2004
DTE Energy July 1999 - February 2001
DTE Energy July 1997 - July 1999
Skills
Financial Analysis, Financial Modeling, Forecasting, Cross-functional Team..., Strategic Financial..., Financial Reporting, Variance Analysis, Finance, Strategic Planning, Financial Forecasting, Valuation, Corporate Finance, Strategy, Mergers & Acquisitions, Competitive Analysis, Analysis, Management, Pricing, Leadership, Analytics, Process Improvement, Business Strategy, Sales, Pricing Strategy, Budgets
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2008
MBA
Wayne State University 1994 — 1997
Bachelors of Science in Business Administration
Abbot Downing (A Wells Fargo Business) January 2011 - April 2012
Wells Fargo Family Wealth July 2008 - January 2011
U.S. Trust, Bank of America Private Wealth Management April 2006 - July 2008
Education
University of California, Riverside 2002 — 2006
U.S. Trust, Bank of America Private Wealth Management June 2005 - Present
The Ayco Company, A Goldman Sachs Company September 2000 - June 2005
Skills
Asset Management, Financial Planning, Options, Wealth Management, Estate Planning, Asset Managment
Education
Seton Hall University School of Law 1997 — 2000
Doctor of Law (J.D.), Law
Princeton University 1993 — 1997
B.S.E., Civil Engineering
Boston Private March 2014 - Present
Bank of America December 2011 - March 2014
U.S. Trust, Bank of America Private Wealth Management January 2004 - December 2011
Devine & Pearson February 2001 - March 2003
Buyer Advertising 1990 - 2001
Skills
Marketing Communications, Marketing Strategy, Marketing, Email Marketing, Direct Marketing, Event Planning, Integrated Marketing, Advertising, Editing, Wealth Management, Press Releases, Graphic Design, Newsletters, Nonprofits, Direct Mail, Public Relations, Sponsorship, Media Relations
Education
Saint Anselm College 1984 — 1988
Bachelor of Arts (BA), English
Goldman Sachs November 2014 - Present
U.S. Trust, Bank of America Private Wealth Management January 2004 - October 2014
Morgan Stanley April 2002 - January 2004
KL Industries February 1999 - March 2001
Central Scientific Company November 1995 - January 1999
McMaster-Carr Supply Company June 1994 - June 1995
Deloitte & Touche August 1992 - May 1994
Ford Motor Company January 1988 - September 1991
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1992
MBA
University of Michigan 1983 — 1987
BS, Electrical Engineering
U.S. Trust, Bank of America Private Wealth Management January 2004 - Present
United States Trust co., N.A. January 2000 - December 2003
Education
New Jersey City University 2002 — 2006
Hudson County Community College 1999 — 2002
Assoc., Finance
William L Dickinson High School 1995 — 1999
First Foundation Advisors January 2015 - Present
U.S. Trust, Bank of America Private Wealth Management July 2007 - January 2014
U.S. Trust Company, N.A. September 2004 - July 2007
Skills
Tactical Asset..., Private Wealth..., Alternative Investments, Portfolio Management, Hedge Funds, Mutual Funds, Fixed Income, Equities, High Net Worth..., Manager Selection, ETFs, Asset Allocation, Investment Management
Education
University of Pennsylvania - The Wharton School 2010 — 2010
Wharton/ US Trust Executive Program, Investment Management
University of California, Riverside 1999 — 2004
Business Administration, Operations and Supply Chain Management
U.S. Trust, Bank of America Private Wealth Management January 2007 - Present
Education
University of California, Los Angeles
Certificate, Business Finance
U.S. Trust February 2015 - Present
U.S. Trust September 2013 - February 2015
U.S. Trust, Bank of America Private Wealth Management November 2010 - September 2013
Spectrum Advisory Services Inc. September 2001 - November 2010
SunTrust Bank November 1997 - September 2001
Barnett Bank August 1991 - November 1997
Education
University of Florida - Warrington College Of Business 1987 — 1991
Bachelor of Science (BS), Finance, General
U.S. Trust, Bank of America Private Wealth Management November 2007 - Present
Edward Jones June 2005 - October 2007
FBR June 2004 - August 2004
Skills
Asset Management, Financial Analysis, Portfolio Management, Wealth Management, Investments
Education
University of Missouri-Columbia 2001 — 2005
Bachelor of Science in Business Adminstration, Dual Emphasis in Finance and Real Estate
U.S. Trust, Bank of America Private Wealth Management August 2010 - Present
Asian Americans/Pacific Islanders in Philanthropy May 2008 - April 2014
Full Frame Initiative February 2010 - February 2013
Forum of Regional Associations of Grantmakers July 2008 - August 2011
Associated Grant Makers October 2004 - August 2010
The Annie E. Casey Foundation January 2001 - October 2004
Corporation for National Service 1998 - 2001
Circle Solutions 1990 - 1998
Skills
Program Development, Workshop Facilitation, System Development, Philanthropy, Research, Nonprofit Governance, Project Management, Grants, Program Management, Organizational..., Programme Governance, Strategic Planning, Community Development, Community Outreach, Leadership, Nonprofits, Leadership Development, Policy, Volunteer Management, Board Development, Strategic Partnerships, Public Policy, Non-profit..., Program Evaluation, Grant Writing, Capacity Building, Policy Analysis, Strategic Communications, Fundraising, Proposal Writing
Education
Stanford University 1983 — 1987
BA, Political Science
Munich American HS
US Trust, Bank Of America Private Wealth Management Portfolio ManagerU.S. Trust, Bank of America Private Wealth Management2005 - Present
Education
Auburn University 1989 — 1994
BS/Masters, Chemical Engineering/Math Ed
Fifth Third Bank June 2015 - Present
U.S. Trust January 2013 - May 2015
Bank of America Merrill Lynch September 2009 - January 2013
U.S. Trust, Bank of America Private Wealth Management January 2001 - November 2009
Morgan Stanley 1999 - 2001
Skills
Portfolio Management, Finance, Asset Allocation, Alternative Investments, Wealth Management, Asset Management, Equities, Investments, Hedge Funds, Investment Strategies, Fixed Income, Mutual Funds, Strategic Financial..., Series 7, Leadership, Equity Research, Risk Management, Private Banking, Investment Management, Retirement Planning, Bloomberg, Asset Managment, Investment Advisory, Securities, Financial Modeling, Wealth Management..., Loans, High Net Worth..., Strategic Planning
Education
The University of Georgia 1993 — 1998
Bachelor of Science (BS), Economics
The Lovett School, Atlanta 1986 — 1993
U.S. Trust, Bank of America Private Wealth Management May 2006 - Present
Wachovia Bank May 1996 - April 2006
Fleet Bank January 1989 - May 1996
Skills
Asset Allocation, Wealth Management, Alternative Investments, Investment Management, Wealth Management..., Investment Strategies, Portfolio Management, Asset Managment, Fixed Income, Hedge Funds, Investment Advisory, Investments, Equities, Bonds, Estate Planning, Strategic Financial..., Trust Management, Mutual Funds, Bloomberg
Education
American Bankers Association 1993 — 1994
Trust & Estate
CFA Institute
CFA, Certified Financial Analyst Designation
The University of Connecticut School of Business 1982 — 1986
BS, Finance
Historic Homes, Inc. April 2015 - Present
U.S. Trust, Bank of America Private Wealth Management September 2012 - April 2015
U.S. Trust, Bank of America Private Wealth Management June 2011 - September 2012
U.S. Trust, Bank of America Private Wealth Management November 2009 - August 2010
Banc of America Securities January 2008 - February 2009
Banc of America Securities November 2006 - December 2007
Banc of America Securities September 2005 - November 2006
Banc of America Securities March 2004 - August 2005
Metropolitan Research Associates March 2003 - March 2004
Skills
Marketing, Recruiting, Financial Services, Marketing Strategy, Event Planning, Event Management
Education
Quinnipiac University 1997 — 2001
BA, Communications
The University of Queensland 2000 — 2000
Communications
RGT Wealth Advisors September 2015 - Present
U.S. Trust, Bank of America Private Wealth Management October 2000 - September 2015
Skills
Wealth Management, Asset Management, Investments, Portfolio Management, Asset Allocation, Alternative Investments, Management, Financial Planning, Equities, Mutual Funds, Fixed Income, Real Estate, Strategic Financial..., Wealth Management..., Investment Advisory, Financial Analysis, High Net Worth..., Mortgage Lending, Banking
Education
Saint Mary's College of California 2000 — 2002
MBA, Finance
University of Arizona, Eller College of Management 1995 — 1999
Bachelors, Finance
Monte Vista High School 1991 — 1995
HS Diploma, High School
US Trust, Bank of America Private Wealth Management February 2001 - April 2015
Interactive Data Corporation February 1996 - January 1999
Skills
Relationship Management, Wealth Management, Banking, Credit, Portfolio Management, Management, Financial Services, Finance, CRM, Financial Analysis, Business Development, Sales Management, Risk Management
Education
University of Bridgeport 2005 — 2007
Master of Business Administration (MBA), Business
Baruch College 1998 — 2002
Bachelor's degree, Corporate Communications
U.S. Trust, Bank of America Private Wealth Management July 2005 - Present
Lowery Asset Consulting January 2001 - July 2005
CDW July 1999 - December 2000
Skills
Portfolio Management, Wealth Management..., Asset Allocation, High Net Worth..., Management, Fixed Income, Investments, Wealth Management, Investment Management, Investment Strategies, Asset Management
Education
Northern Illinois University - College of Business 2002 — 2004
MBA
Western Michigan University - Haworth College of Business 1997 — 1999
Western Michigan University 1995 — 1997
PCHS
JPMorgan Chase September 2013 - Present
HSBC March 2011 - September 2013
HSBC November 2010 - March 2011
Atrium Staffing October 2008 - November 2010
U.S. Trust, Bank of America Private Wealth Management August 2006 - June 2008
Butterfield Bank (Bahamas) Limited March 2005 - January 2006
Butterfield Bank (Bahamas) Limited October 2001 - January 2006
Americas International Bank Corp., Ltd. June 2000 - September 2001
Arnold A. Forbes & Co. April 1998 - June 2000
Skills
AML, Bank Secrecy Act, Banking, Due Diligence, OFAC, Financial Risk, USA PATRIOT Act, KYC, Investments, Risk Management, Risk Assessment, Securities, Financial Services, Wealth Management, Trusts, Auditing, Capital Markets, Compliance, Corporate Governance, Equities, FINRA, Fixed Income
Education
Central Law Training 2002 — 2004
Technical Diploma, International Trust Management
University of London 1993 — 1996
Bachelors, Law
U.S. Trust, Bank of America Private Wealth Management May 2007 - Present
U.S. Trust, Bank of America Private Wealth Management September 1998 - May 2007
Education
University of North Carolina at Charlotte
BS, Accounting
Wake Forest University
BS, Business
Capital Financial Partners - TX April 2015 - Present
Oklahoma State University 2010 - Present
American National Bank of Texas June 2013 - January 2015
Wealth Management and Corporate Consultant August 2012 - June 2013
U.S. Trust, Bank of America Private Wealth Management January 2011 - August 2012
Comerica Bank December 2009 - March 2011
Big Brothers Big Sisters 2010 - 2011
Clifton Capital Partners, Inc. August 2007 - December 2009
Wells Fargo Bank 2002 - 2007
Bank One 1995 - 2002
Skills
Wealth Management, Strategic Financial..., High Net Worth..., Corporate Branding, Relationship Marketing, Cash Management, Investment Management, Loans, Portfolio Management, Trust Management, Charitable Trusts, Trusted Advisor, Insurance, Event Planning, Business Development, Donor Relations, Fundraising, Estate Planning, Wealth, Real Estate, Series 7, Asset Allocation, Retirement Planning, Due Diligence, Investments, Wealth Management..., Mutual Funds, Financial Analysis, Finance, Financial Services, Relationship Management, Banking, Securities, Strategy, Credit, Credit Analysis, Financial Planning, Investment Advisory
Education
Texas A&M University 1979 — 1983
Bachelor of Business Administration (B.B.A.), Accounting
U.S. Trust, Bank of America Private Wealth Management April 2010 - Present
U.S Trust, Bank of America Private Wealth Management 2006 - 2010
Bank of America 2002 - 2006
Cal Fed Investments 2001 - 2002
Morgan Stanley 1999 - 2001
Skills
Wealth Management, Investments, Banking, Series 7, Credit, Loans, Asset Allocation, Asset Management, Series 63, Commercial Lending, Strategic Financial..., Investment Advisory, Portfolio Management, Finance, Investment Management, Wealth Management..., Financial Planning
Education
The University of Chicago - Booth School of Business 2012 — 2012
Certified Private Wealth Advisor, Professional Designation - High Net Worth Wealth Management
Universidad de Sevilla 1998 — 1999
International Economics and Political Science
University of the Pacific 1995 — 1999
BA, International Studies & Spanish
U.S. Trust, Bank of America Private Wealth Management September 2011 - Present
Nirenstein, Horowitz & Associates January 2006 - April 2010
Education
Western New England College School of Law 2001 — 2004
JD, Law
Syracuse University 1997 — 2001
BS, Speech Communication
Five Star Development April 2014 - Present
Citi Private Bank September 2011 - April 2014
U.S. Trust, Bank of America Private Wealth Management March 2008 - September 2011
Bank of America December 2003 - March 2008
Bank of America Business Capital October 2001 - December 2003
KPMG September 1999 - October 2001
Skills
Wealth Management..., Asset Allocation, Capital Markets, Finance, Financial Services, Investment Management, Investments, Portfolio Management, Series 7, Strategy, Wealth, Wealth Management
Education
University of Arizona
Bachelor of Science, Finance and Accounting
U.S. Trust, Bank of America Private Wealth Management December 2014 - Present
U.S. Trust, Bank of America Private Wealth Management October 2011 - December 2014
American Cancer Society, High Plains Division December 2006 - January 2012
American Cancer Society November 2003 - December 2006
American Cancer Society August 1999 - November 2003
UTMB 1998 - 1999
Baylor Health Care System Foundation 1996 - 1998
Attorney at Law 1995 - 1996
Skills
Executive Management, Philanthropy, Estate Planning, Planned Giving, Moves Management, Leadership, Team Building, Public Speaking, Non-profits, Strategic Planning, Stewardship, Campaign Strategies, Volunteer Management, Board Development, Public Relations, Leadership Development, Fundraising, Budgets, Annual Giving, Cause Marketing, Policy, Strategic Communications, Training, Nonprofits, Strategy, CRM
Education
St. Mary's University School of Law 1993 — 1995
JD, Law
Texas Lutheran University 1987 — 1991
BA, Political Science
U.S. Trust, Bank of America Private Wealth Management 2006 - Present
Skills
Gas, Energy, Lease Negotiations, Mineral Rights, Contract Negotiation, Leases, Due Diligence, Negotiation, Title Opinions, Division Orders, Operating Agreements, Contract Management, Risk Management, Pipelines, Petroleum, Energy Industry, Natural Gas, Investments, Oil & Gas Industry, Minerals
Education
Louisiana State University
BS
Merrill Lynch September 2012 - Present
U.S. Trust, Bank of America Private Wealth Management September 2009 - September 2012
Deutsche Bank July 2006 - February 2009
JP Morgan Chase 1982 - 2006
LEK Alcar 1998 - 1998
Skills
Hedge Funds, Alternative Investments, Wealth Management, Equities, Capital Markets, Fixed Income, Asset Managment, Investments, Portfolio Management, Investment Banking, Wealth Management..., Asset Allocation, Credit, Banking, Investment Advisory, Bloomberg, Quantitative Analytics, Uniform Combined State...
Education
Pace University - Lubin School of Business
MBA, Finance
Santa Clara University 1979 — 1981
B.S., Economics
U.S. Trust, Bank of America Private Wealth Management October 1998 - Present
Education
Mount Saint Mary's College 1984 — 1987
Bachelor of Science (B.S.), Business and Finance
Mount Saint Mary's College 1984 — 1987
Bachelor of Science (BS), Business and Finance
Bank of America October 2012 - Present
U.S. Trust, Bank of America Private Wealth Management April 2008 - October 2012
Bank of America February 2007 - April 2008
Bank of America March 2005 - February 2007
24 Hour Fitness December 1999 - February 2005
United States Marine Corps December 1995 - December 1999
Skills
Portfolio Management, Wealth Management, Investments, Investment Advisory, Private Banking, Banking, Credit Analysis, Asset Management, Mortgage Lending, Customer Service, Finance, Loans, Sales, Leadership, Management
Education
Saint Louis University
Bachelor of Arts (B.A.) Organizational Studies, Minor in Strategic Communications, Magna Cum Laude
U.S. Trust, Bank of America Private Wealth Management November 2006 - Present
U.S. Trust December 2004 - November 2007
Skills
Media Relations, Investor Relations, Strategic Communications, Crisis Communications, Internal Communications, Marketing Communications, Integrated Marketing, Press Releases, Copywriting, Management, Marketing, Strategy, Editing, Public Relations, Creative Direction, Strategic Planning
Education
Lake Forest College
Commerce Trust Company August 2014 - Present
Comerica March 2010 - July 2014
Citizens Bank December 2008 - March 2010
U.S. Trust, Bank of America Private Wealth Management June 2006 - August 2008
Skills
Estate Planning, Wealth Management, Investments, Asset Managment, Wealth, Wealth Management..., Financial Planners, Portfolio Management, Securities, Strategic Financial..., Retirement Planning, Asset Allocation, Trusts, Alternative Investments, Real Estate, Private Banking, Investment Advisory, Litigation, Mutual Funds, Series 7, Mortgage Lending, Asset Management, Investment Management, Loans, Relationship Management, Financial Services, Investment Strategies, Banking, Finance, Equities, Fixed Income, Commercial Lending, Credit, Management, Financial Advisory, Financial Analysis
Education
Thomas M. Cooley Law School 1998 — 2001
Juris Doctor, Law
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
BNY Mellon Wealth Management January 2012 - Present
Raymond James Trust, Private Wealth Management 2008 - 2011
U.S. Trust, Bank of America Private Wealth Management 1978 - 2008
Skills
Portfolio Management, Investments, Asset Allocation, Securities, Investment Management, Finance, Leadership, Wealth Management..., Financial Advisory, High Net Worth..., CRM, Business Development
Education
University of South Florida
Bachelor of Arts, Business Administration; Finance
Boston Private July 2015 - Present
Boston Private Bank January 2015 - July 2015
Boston Private Bank December 2012 - January 2015
BofA Global Capital Management August 2010 - December 2012
U.S. Trust, Bank of America Private Wealth Management August 2006 - August 2010
Skills
Banking, Fixed Income, Portfolio Management, Equities, Capital Markets, Risk Management, Securities, Asset Management, Mutual Funds, Investments, Bloomberg, Series 7, Asset Managment, Financial Risk, AML, Financial Services, Hedge Funds
Education
New England Law Boston 2002 — 2005
JD, Law
Pepperdine University 1997 — 2002
Bachelor of Arts (BA), International Relations
US Trust, Bank of America Private Wealth Management January 2008 - Present
U.S. Trust, Bank of America Private Wealth Management 2008 - Present
Citi Private Bank October 1999 - October 2007
Education
UCLA 1980 — 1984
Bachelor of Arts (B.A.), Ecoomics
U.S. Trust, Bank of America Private Wealth Management 2000 - April 2015
Skills
Wealth Management, Private Banking, Series 7
Education
USC 1978 — 1979
Master of Business Administration (M.B.A.), Marketing
University of Southern California - Marshall School of Business 1974 — 1978
BS, Marketing
U.S. Trust, Bank of America Private Wealth Management February 1996 - Present
Commerce Bank January 1991 - January 1996
Jefferson Smurfit Center for Entrepreneurial Studies August 1989 - December 1990
Hambro International Venture Fund April 1985 - June 1988
Scherck Stein & Franc January 1982 - March 1985
Skills
Alternative Investments, Asset Allocation, Wealth Management..., Private Banking, Wealth Management, Asset Management, Estate Planning, Investment Management, Investment Advisory, Financial Advisory, Fixed Income, Equities, Trust Services, Series 7, Investment Strategies, Financial Services, Strategic Financial..., Trusts, High Net Worth..., Financial Analysis, Trust Management, Banking, Private Equity, Cash Management, Mutual Funds, Capital Markets, Financial Modeling, Bonds
Education
Saint Louis University 1989 — 1991
B.S/B.A., Finance
U.S. Trust, Bank of America Private Wealth Management 2006 - Present
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance, International Business
Brandywine High School
High School Diploma
University of Delaware
BS, Economics
Bank of America July 2012 - Present
US Trust Bank of America Private Wealth Management August 2007 - June 2012
Illinois Club for Catholic Women 1996 - 2010
Harris Bank 1998 - 2007
Woodlands Academy of the Sacred Heart Lake Forest 1994 - 1998
Skills
Microsoft Excel, Event Planning, Loans, Banking, Commercial Banking, Credit, Customer Service, Leadership, Social Media
Education
Barat College of DePaul University 1997 — 1999
Marketing
Lynn University 1967 — 1969
AA, Liberal Arts
Wells Fargo Bank, N.A. December 2012 - Present
Queens University of Charlotte April 2009 - December 2012
U.S. Trust, Bank of America Private Wealth Management June 2006 - January 2009
McColl Garella 2004 - 2006
Bank of America 1986 - 2000
Skills
Strategic Planning, Business Strategy, New Business Development, Financial Analysis, Fundraising, Turnaround Experience, Wealth Management, Diplomacy, Private Banking, Investment Banking, Private Equity, Management, Finance, Marketing, Banking, Mergers & Acquisitions, Credit, Investment Management
Education
Wake Forest University 1978 — 1982
BA, Business, French
Southern Oregon University 1982 — 1984
MBA, Finance
U.S. Trust, Bank of America Private Wealth Management 1989 - Present
Education
Vanderbilt University
BA, English
Southern Methodist University - Cox School of Business
MBA
Larson Capital Management July 2015 - Present
Fifth Third Bank January 2014 - May 2015
K Squared Search March 2013 - December 2013
411 Investments, LLC March 2011 - February 2013
U.S. Trust, Bank of America Private Wealth Management May 2006 - April 2011
US Bank June 2003 - April 2006
Merrill Lynch May 1995 - May 2003
Skills
Wealth Management, Estate Planning, Private Equity, Credit, Finance, Alternative Investments, Investment Advisory, Investment Strategies, Private Banking, Portfolio Management, Retirement Planning, Asset Managment, Investments, Asset Allocation, Strategic Financial..., Banking, Securities, Fixed Income, Equities, Financial Advisory, Financial Modeling, Series 7, Hedge Funds, Financial Services, Capital Markets
Education
University of Illinois at Urbana-Champaign - College of Business 1992 — 1996
BS, Finance
Merrill Lynch December 2010 - Present
Law Office of Jean Y. Kim September 2009 - January 2011
U.S. Trust, Bank of America Private Wealth Management July 2005 - September 2009
Wells Fargo Private Bank March 2004 - July 2005
Law Office of Jean Y. Kim January 2003 - March 2004
PricewaterhouseCoopers September 1999 - January 2003
John J. Barcal, Inc. July 1998 - September 1999
Skills
Estate Planning, High Net Worth..., Trusts, Philanthropy, Strategic Financial..., Wealth Management..., Personal Finance, Alternative Investments, Financial Planning
Education
USC Gould School of Law 1996 — 1999
JD/MBT, Law, Taxation
University of California, San Diego 1992 — 1995
B.A., Psychology
U.S. Trust, Bank of America Private Wealth Management August 2006 - Present
Levenfeld Perlstein February 2005 - June 2006
von Briesen & Roper, s.c. June 1997 - June 2004
Skills
Trusts, Wills, Probate, Estate Planning
Education
Marquette University Law School 1994 — 1997
J.D., Law
University of Notre Dame 1987 — 1991
BA, Economics
Brown Brothers Harriman November 2010 - November 2012
U.S. Trust, Bank of America Private Wealth Management December 2007 - November 2010
U.S. Department of Treasury September 2006 - August 2007
United Bankshares, Inc November 2003 - August 2006
Traders Bank March 2003 - November 2003
Skills
Accounting, Budgets, CRM, Customer Service, Financial Analysis, Investment Management, Investments, Management, New Business Development, Strategic Financial..., Wealth Management
Education
Sweet Briar College 1998 — 2001
B.A., Economics/Finance/Mathematics
U.S. Trust, Bank of America Private Wealth Management July 1987 - Present
Skills
Asset Allocation, Wealth Management, Alternative Investments, Portfolio Management, Investment Strategies, Investment Management, Wealth Management..., Investment Advisory, Asset Managment, Hedge Funds, Equities, Fixed Income, Investments, High Net Worth..., Mutual Funds, Equity Research, Bloomberg, ETFs, Retirement Planning, Asset Management
Education
UNLV 1979 — 1983
MBA, Business Administration and Management, General
The University of Georgia 1968 — 1972
Bachelor of Arts (B.A.), Sociology
Fromberg, Perlow & Kornik, P.A. May 2009 - Present
U.S. Trust, Bank of America Private Wealth Management September 2007 - May 2009
SunTrust Bank, Private Wealth and Investment Management April 2005 - August 2007
Luis A. Perez, P.A. March 2001 - March 2005
Smejda & McFarland, LLP March 2001 - December 2001
Zack Kosnitzky, P.A. June 2000 - February 2001
Massari Law Group January 1998 - October 1998
Cramer, Haber & McDonald, P.A. January 1996 - December 1997
Daniel S. Rosefelt, Attorney at Law August 1994 - November 1995
Ryder System, Inc., Aviation Leasing & Sales Division January 1987 - January 1991
Skills
Civil Litigation, Estate Planning, Trusts, Guardianship, Tax, Estate Law, Wills, Probate, Tax Planning, Corporate Law, Business Planning, Real Estate, Family Law, Elder Law, Bankruptcy, Asset Protection, Securities, Property Law, Estate Administration, Fiduciary, Estate Tax Planning, Financial Planners
Education
University of Miami School of Law 2001 — 2002
Master of Laws (LL.M.), Estate Planning
University of Miami School of Law 1999 — 2000
Master of Laws (LL.M.), Taxation
Stetson University College of Law 1991 — 1994
Doctor of Law (J.D.), Law
University of Florida 1981 — 1984
Bachelors of Science (BSAc), Accounting
University of Florida 1975 — 1981
Bachelor of Arts (BA), Political Science
U.S. Trust, Bank of America Private Wealth Management October 2007 - Present
LaSalle Bank September 2004 - October 2007
LaSalle Bank February 2000 - September 2004
AmSouth Bank August 1998 - January 2000
NationsBank January 1994 - August 1998
NationsBank July 1993 - September 1994
Skills
Financial Services, Management
Education
Southern Methodist University 1986 — 1990
BBA, Marketing
Tulane Law Clinic - Civil Litigation Clinic August 2013 - May 2014
McDermott Will & Emery May 2013 - August 2013
New Orleans Saints September 2012 - April 2013
US Securities and Exchange Commission June 2012 - August 2012
U.S. Trust, Bank of America Private Wealth Management June 2010 - August 2010
Morgan Stanley Smith Barney September 2009 - May 2010
The Daily Pennsylvanian September 2007 - December 2009
Education
Tulane University Law School 2011 — 2014
Juris Doctor
University of Pennsylvania 2007 — 2011
Bachelor of Arts, Political Science
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science in Economics, Finance
Peddie School 2003 — 2007
The University of North Carolina at Chapel Hill October 2013 - Present
U.S. Trust, Bank of America Private Wealth Management August 2009 - October 2013
The University of North Carolina at Chapel Hill February 2006 - August 2009
U.S. Trust Company (and predecessor N.C. Trust Company) April 1996 - February 2006
Wildacres Leadership Initiative 1999 - 2001
Potpourri Press March 1985 - March 1996
Skills
Philanthropy, Strategic Financial..., Nonprofits, Public Speaking, Estate Planning, Fundraising, Volunteer Management, Wealth Management, Charities, Strategic Planning, Strategy, Non-profits, Investments, Wealth, High Net Worth...
Education
University of North Carolina at Chapel Hill 1978 — 1982
AB, Economics
U.S. Trust, Bank of America Private Wealth Management May 2013 - Present
U.S. Trust, Bank of America Private Wealth Management March 2009 - May 2013
U.S Trust, Bank of America Private Wealth Management January 2007 - March 2009
Skills
Wealth Management..., Wealth Management, Estate Planning, High Net Worth..., Trusts, Private Banking, Trust Management, Asset Allocation, Alternative Investments, Trust Services, Investment Strategies, Estate and Trust..., Wealth, Investment Management, Investment Advisory, Financial Services, Equities, Asset Management
Education
Washington University in St. Louis 1999 — 2000
L.L.M., Tax Law/Taxation
University of Denver - Sturm College of Law 1987 — 1990
J.D., Law
University of Denver 1983 — 1987
Bachelor of Arts (B.A.), Political Science and Government
U.S. Trust, Bank Of America Private Wealth Management September 2010 - Present
City National Bank May 2009 - October 2010
Wells Fargo January 1996 - May 2009
Skills
Financial Services, Asset Management, Banking, Portfolio Management, Wealth Management, Investments, Relationship Management, Private Banking, Estate Planning, Credit, Asset Allocation, Wealth Management..., Financial Modeling, Retirement Planning, Finance, Leadership, Risk Management, Asset Managment, Equities, Management, Strategic Financial..., Investment Advisory, New Business Development, Alternative Investments, Securities, Series 7, Financial Planning
Education
USC Marshall School of Business
Master of Business Administration (MBA)
University of California, Los Angeles
Bachelor of Arts (B.A.)
Carter Financial Management April 2014 - Present
Messenger Advisors, LLC September 2012 - December 2013
U.S. Trust, Bank of America Private Wealth Management September 2007 - September 2012
Spectrum Financial Group, LLC November 2006 - August 2007
Skills
Investments, Asset Allocation, Wealth Management, Portfolio Management, Equities, Retirement Planning, Securities, Leadership, Strategic Financial..., Investment Strategies, Building Relationships, Manage Client..., Fiduciary Services, High Net Worth..., Compliance, New Business Development, Due Diligence, Trading, Analysis, Retirement, Estate Planning, Training, Sales, Entrepreneurship, Business Strategy, Business Analysis, Corporate Finance, Marketing Strategy, Project Management, Operational Efficiency, Risk Management, Cross Functional Team..., Strategic Partnerships, Microsoft Excel, Microsoft Word, Adobe Acrobat, Bloomberg Software, Salesforce.com, CRM Integration, SharePoint
Education
Southern Methodist University 2008 — 2009
Certificant Program in Financial Planning
Texas Tech University 2001 — 2006
Bachelor of Arts & Science, Political Science; General Business (Finance Focus)
Universidad Pablo de Olavide 2004 — 2004
Spain Study Abroad Program
U.S. Trust February 2015 - Present
U.S. Trust, Bank of America Private Wealth Management July 2012 - February 2015
U.S. Trust, Bank of America Private Wealth Management October 2011 - July 2012
Law Offices of Karen Cushman, P.C. March 2010 - December 2010
Office of the Attorney General of Texas July 2009 - August 2009
D. Woodard Glenn, PC April 2006 - July 2007
Education
Texas Wesleyan University School of Law 2009 — 2010
J.D., Law
Hofstra University School of Law 2007 — 2008
The University of Texas at Arlington 2002 — 2005
B.A., Criminology and Criminal Justice
Texas Capital Bank Private Wealth Advisors July 2014 - Present
U.S. Trust, Bank of America Private Wealth Management October 2010 - June 2014
JPMorgan Chase Bank, N.A. January 2004 - October 2010
Skills
Estate Planning, Series 7, Wealth Management..., Asset Allocation, Investments, Asset Management, Wealth Management, Mutual Funds, Portfolio Management, New Business Development, Insurance, Banking, Trusts, Trust Services, Financial Services, High Net Worth...
Education
University of Tulsa College of Law 1982 — 1985
J.D., Law
Southern Methodist University 1977 — 1981
B.A., English, Political Science, Philosophy
Bank of America Merrill Lynch May 2013 - Present
U.S. Trust, Bank of America Private Wealth Management December 2007 - May 2013
IDEO May 2011 - August 2011
Bank of America December 2006 - November 2007
Bank of America May 2004 - November 2006
Bank of America June 2001 - April 2004
Skills
Series 7 License, Series 63 License, Excel, Financial Analysis, Financial Planning, Forecasting, Pricing, Risk Management, Data Analysis, Competitive Analysis, Business Process Design, Process Improvement, Change Management, Strategic Financial..., Banking, Business Analysis, Financial Modeling, Portfolio Management, Finance, Corporate Finance, Valuation, Business Process...
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
Masters of Business Administration
Southern Methodist University 2002 — 2004
Bachelor of Business Administration, Concentration in Finance
The University of Texas at Dallas 2000 — 2002
U.S. Trust, Bank of America Private Wealth Management 2004 - Present
Citigroup Private Bank 1997 - 2004
Skills
Wealth Management, Alternative Investments, Private Banking, Asset Management, Credit
Education
San Diego State University-California State University
BA
U.S. Trust, Bank of America Private Wealth Management June 2015 - Present
Skills
Microsoft Office, FactSet, Bloomberg Terminal, Microsoft Word, Microsoft Excel, PowerPoint, Accounting, QuickBooks, Banking, Data Analysis, Leadership
Education
Saint John's University - Peter J. Tobin College of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General, 3.93/4.00
Saint John's University - Peter J. Tobin College of Business 2010 — 2014
Bachelor of Science (B.S.), Finance, General, 3.85/4.00 Major GPA
Archbishop Molloy High School 2006 — 2010
High School Diploma
U.S. Trust, Bank of America Private Wealth Management April 2012 - Present
TIAA-CREF April 2011 - July 2011
The Hartford October 2006 - March 2011
Fidelity Investments March 2005 - June 2006
Fidelity Investments March 1999 - March 2005
Scudder Investments 1995 - 1999
Skills
Integrated Marketing, Marketing Strategy, Product Development, Project Management, Public Relations, SharePoint, Social Media, Strategic Planning, Strategy, Vendor Management, 401k, Market Research, Marketing Management
Education
Trinity University-Washington 1986 — 1990
BA, English/Political Science
Bishop Feehan
US Farm Trust Advisors, LLC. January 2014 - Present
U.S. Trust, Bank of America Private Wealth Management May 2012 - December 2013
TRF Business Consulting January 2009 - April 2012
Sebastian Cotton & Grain, Ltd January 1990 - December 2008
Skills
Agricultural..., Farm Program..., Risk Management, Financial Analysis, Real Estate Transactions, Negotiation, Investments, Agriculture, Real Estate, Hedging, Business Planning, Business Strategy, Strategic Planning, Management Consulting, Finance, New Business Development, Contract Negotiation, Sales, Marketing Strategy, Market Research, Business Development, Commodity, Management, Leadership, Due Diligence, Marketing, Portfolio Management, Entrepreneurship, Asset Management, Strategy, Start-ups, Valuation, Venture Capital, Private Equity, Mergers & Acquisitions, Executive Management, Banking, Financial Modeling, Hedge Funds, Strategic Financial..., Trading, Alternative Investments, Investment Properties, Investment Strategies, Budgets, International Business, Investors, Property Management
Education
University of Mississippi 1984 — 1988
BBA, Business
Graduate of National Cotton Council Leadership Program 1993 — 1994
Fidelity Investments• Cultivate and lead a highly effective team of eleven experienced Trust and Est June 2012 - Present
U.S. Trust, Bank of America Private Wealth Management February 2009 - June 2012
U.S. Trust, Bank of America Private Wealth Management June 2007 - February 2009
Bank of America, Private Bank April 2005 - June 2007
Borrelli and Hamil August 2003 - April 2005
Hugo & Pollack June 2001 - June 2003
Skills
Wealth Management..., Trust Management, Litigation, Estate Planning, Asset Management, Asset Allocation, Trusts, Risk Management, Investments, Retirement Planning, Portfolio Management
Education
Suffolk University Law School 2000 — 2003
JD
Old Dominion University
B.A, History
U.S. Trust, Bank of America Private Wealth Management July 2013 - Present
Citi Private Bank July 2010 - July 2013
Wells Fargo Private Bank 2003 - 2010
JP Morgan Private Bank 1996 - 2003
Education
University of Arkansas 1978 — 1983
Bachelor of Business Administration (BBA), Sam M. Walton College of Business, Finance
U.S. Trust, Bank of America Private Wealth Management September 2007 - Present
Bank of America February 2004 - September 2007
Skills
Series 7, Private Banking, Wealth Management, Asset Management, Banking, Portfolio Management
Education
Robert Morris College 1984 — 1985
N/A, Secretarial Science
Bank of America February 2015 - Present
U.S. Trust, Bank of America Private Wealth Management June 2002 - February 2015
Fidelity Investments September 1995 - January 2002
Education
Merrimack College
SunTrust Bank April 2014 - Present
U.S. Trust, Bank of America Private Wealth Management February 2002 - April 2014
Fidelity National Bank 2000 - 2001
Education
Keller Graduate School of Management of DeVry University
MISM
The University of Georgia
Bachelor of Arts (BA), Economics
Adelina Call Center July 2014 - September 2015
Bank of America November 2013 - February 2015
Bank of America January 2013 - November 2013
U.S. Trust, Bank of America Private Wealth Management October 2009 - December 2012
Bank of America. Private Bank. April 2002 - October 2009
Skills
Banking, Finance, Credit, Loans, Retail Banking, Financial Services, Relationship Management, Payments, Financial Risk, Credit Analysis, AML, Management, Credit Cards, Business Analysis, KYC, Cash Management, Analysis, Commercial Lending, Software Documentation, Credit Risk, Risk Management, Commercial Banking, Lines Of Credit, Wealth Management, Microsoft Excel, Financial Analysis, Mortgage Banking, Auditing, Private Banking, Consumer Lending, Microsoft Word, PowerPoint, Microsoft SQL Server, Bank Secrecy Act, Time Management, Equities, Financial Modeling, Corporate Finance, MS Access, Crystal Reports, SQL Server Reporting...
Education
New Horizons Computer Learning Centers of Southern California 2015 — 2015
Certification MCSA: SQL Server 2012 - MS SQL Database Administrator with Business Intelligence
Kyiv National Economics University 1994 — 1998
Bachelor of Science (B.S.), Financial Management
Citizens Bank December 2012 - November 2014
US Trust, Bank of America Private Wealth Management December 2005 - December 2012
Skills
Banking, Investments, Financial Services, Retail Banking, Wealth Management
Education
Northeastern University
Bachelor's Degree, Accounting and Finance
Bay State College 1994 — 1995
Associate's Degree, Accounting, 3.80