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
Alpine Investment Management June 2013 - Present
US Trust - Bank of America June 2010 - June 2013
TIAA-CREF Institutional Trust December 2007 - June 2010
US Trust, Bank of America Private Wealth Management June 1996 - December 2007
Webster University April 2006 - June 2006
McKendree University - Lebanon, IL February 1994 - November 2002
Mercantile Trust Company June 1992 - June 1996
Skills
Investments, Portfolio Management, Investment Management, Financial Analysis, Strategic Planning, Business Development, Entrepreneurship, Leadership, Marketing Strategy, Finance, Management, Asset Allocation, Wealth Management, Series 7, Asset Managment, Private Banking, Financial Modeling, Valuation, Wealth Management..., Alternative Investments, Cash Management, Investment Advisory, Risk Management, Asset Management, Corporate Finance, Banking, Financial Services, Private Equity, Equity Research, Investment Strategies, Financial Advisory, Series 63, Derivatives, Strategic Financial..., Capital Markets, Fixed Income
Education
Saint Louis University 1990 — 1992
MBA, Finance
Saint Louis University 1983 — 1986
BSBA, Acounting and Finance
DeSmet Jesuit High School 1979 — 1983
College Prepatory
University of Missouri-Saint Louis
Mathematics
US Trust, Bank of America Private Wealth Management May 2013 - Present
Wells Fargo Bank May 2012 - May 2013
US Trust, Bank of America Private Welath Management May 2010 - March 2012
Merrill Lynch Trust Company April 2001 - June 2010
First National Bank & Trust Co. of the Treasure Coast (now Seacoast Bank) August 1997 - April 2001
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, PowerPoint, Microsoft Word, Project Management, Banking, Risk Management, Strategic Planning, Investments, Change Management, Business Strategy, Accounting, Negotiation, Certified Financial..., Strategic Financial..., Training, Management, Estate Planning, Portfolio Management, Wealth Management, Team Leadership, Wealth Management..., Asset Management, Financial Planning, Finance, Mutual Funds, Asset Allocation
Education
Institute of Certified Bankers 2011 — 2011
CTFA, Certified Trust and Financial Advisor
College of Financial Planning 2000 — 2000
CFP, Certified Financial Planner
Georgia State University 1994 — 1997
Master of Science (MS), Personal Financial Planning
University of Florida 1979 — 1982
Bachelor of Arts (B.A.), Political Science and Government
Wells Fargo October 2011 - Present
US Trust, Bank of America Private Wealth Management 2010 - 2011
Bank of America Merrill Lynch 2006 - 2009
Bank of America 2003 - 2006
Bank of America 2001 - 2004
Skills
Private Wealth..., Asset Based Lending, Mortgage Underwriting, Loans, Private Banking, Investment Management, Relationship Management, Underwriting, Mortgage Banking, Wealth Management
Education
University of Southern California - Marshall School of Business 2005 — 2008
MBA
California State Polytechnic University-Pomona 1998 — 2002
Bachelor
U.S. Trust September 2014 - Present
US Trust, Bank of America Private Wealth Management June 2006 - September 2014
Northwestern Mutual 2005 - 2006
Matroni, Dimauro, et al. September 1997 - May 2005
Office of Secretary of the Commonwealth of Massachusetts 1998 - 2000
Skills
Estate Planning, Trusts, Wills, Probate, Estate Administration, Charitable Giving, Succession Planning, Asset Protection, Estate Tax Planning, High Net Worth..., Wealth Management, Investments, Securities, Asset Allocation, Financial Planning
Education
Seton Hall University School of Law 1994 — 1997
JD, Law: Estates & Trusts
Stonehill College 1990 — 1994
BS, Finance, Economics
US Trust, Bank of America Private Wealth Management October 2010 - Present
Wachovia Bank, NA January 2006 - September 2010
Synovus March 2002 - January 2006
First Union National Bank August 1993 - March 2002
First Union National Bank June 1986 - August 1993
SunTrust Bank June 1981 - June 1986
Skills
Wealth Management, Retirement Planning, Estate Planning, Financial Planning, Asset Management, Custom mortgage lending, Investment real estate..., Art lending, Trust Services, Estate Settlement, Alternative Investments, Insurance
Education
Columbus State University 1979 — 1983
BBA, Finance
US Trust, Bank of America Private Wealth Management January 2005 - Present
Education
Boston University 1997 — 2001
Bachelor of Science in Business Administration, Concentration in Finance
US TRUST, BANK OF AMERICA PRIVATE WEALTH MANAGEMENT August 2007 - Present
Mutual of America October 2005 - July 2007
Fidelity Investments June 1995 - September 2005
Skills
Asset Management, Estate Planning, Retirement, Investments, Mutual Funds, Retirement Planning, Wealth Management, Trusts, Financial Planning, Investment Strategies, Portfolio Management, Equities, Fixed Income, Asset Allocation, Investment Advisory, Series 7, Alternative Investments, Bonds, Securities, 401k, Financial Analysis, High Net Worth..., Wealth, Private Equity, Asset Managment, Financial Forecasting, Brokerage
Education
Southern Methodist University - Cox School of Business 2002 — 2004
MBA, Masters of Business Administration; Finance
Limerick Institute of Technology 1988 — 1992
Bachelor of Business Administration, Bachelor of Business Administration; International Marketing
US Trust, Bank of America Private Wealth Management February 2004 - Present
Merrill Lynch September 2001 - February 2004
Edward Jones Trust Company December 1995 - September 2001
UMB Bank October 1988 - December 1995
Skills
Estate Planning, Trusts, Estate Tax Planning, Wealth Management, Wealth Management..., Retirement Planning, Investments, High Net Worth..., Strategic Financial..., Alternative Investments, Investment Advisory, Asset Protection, Securities, Asset Allocation, Series 7, Wills, Asset Managment, Investment Management, Trust Services, Private Banking, Investment Strategies, Private Equity, Long-term Care, Financial Planners, Insurance, Tax, Life Insurance, Succession Planning, Equities, Financial Advisory, Mutual Funds, Estate Law, Wealth, Personal Financial..., 401k, Financial Services, Planned Giving, Fixed Annuities, Charities, Inheritance Tax Planning, Fixed Income, Trust Management, Asset Management, Financial Planning
Education
College for Financial Planning 2002 — 2002
CRPC, Chartered Retirement Planning Counselor (CRPC)
College for Financial Planning 1990 — 1991
CFP, Certified Financial Planning
University of Missouri-Kansas City School of Law 1982 — 1985
JD, Law
University of Missouri-Kansas City 1978 — 1982
BA, Administration of Justice
Wells Fargo Private Bank August 2013 - Present
OC Estate Planning Counsel 2012 - 2015
US Trust, Bank of America Private Wealth Management June 2005 - August 2013
Bank of America January 2004 - June 2005
Skills
Banking, Wealth Management, Asset Allocation, Investments, Asset Management, Estate Planning, Strategic Financial..., Portfolio Management, Retirement Planning, Mutual Funds, Wealth Management..., Investment Management, Investment Advisory
Education
San Diego State University-California State University 1995 — 1999
BS, Business Administration
Grossmont High School 1990 — 1994
San Pasqual Fiduciary Trust Company October 2014 - Present
Goldman Sachs August 2013 - October 2013
US Trust, Bank of America Private Wealth Management 2010 - August 2013
US Trust, Bank of America Private Wealth Management 2006 - 2010
Skills
Investment Management, Estate Planning, Wealth Management..., Investments, Wealth Management, Trusts, Networking, Legal Research, Financial Advisory, High Net Worth..., Legal Writing, Lexis, Wealth, Asset Management, Legal, Asset Allocation, Financial Planning, Risk Management, Portfolio Management, Management
Education
Southwestern Law School 2008 — 2012
JD, Trust and Estate Law
Campbell University 2004 — 2006
MBA
Campbell University 2001 — 2006
BBA, Trust Administration and Investment Management
Merrill Lynch December 2012 - Present
US Trust, Bank of America Private Wealth Management August 2009 - December 2012
Bank of America Wealth Management Banking Support October 2007 - July 2009
Skills
Mortgage Lending, Credit Analysis, Six Sigma, Loans, Portfolio Management, Banking, Risk Management, Retail Banking, Credit Cards, Credit Risk, Business Analysis, Vendor Management, Relationship Management, CRM, Credit, Management
Education
California State University-Los Angeles 2001 — 2006
Accounting, Finance
Atlantic Trust March 2014 - Present
US Trust, Bank of America Private Wealth Management January 2010 - March 2014
Old Mutual Asset Management March 2005 - January 2010
Prudential July 2003 - March 2005
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Wealth Management..., Wealth Management, Asset Management, Mutual Funds
Education
CFA Institute
CFA
Tufts University 1999 — 2003
B.A., Economics
US Trust, Bank of America Private Wealth Management 2009 - Present
Wells Fargo Advisors 2003 - 2009
Prudential Financial 1999 - 2003
Merrill Lynch January 1994 - January 1999
Skills
Certified Financial..., Certified Trust and..., Chartered Life..., Accredited Asset..., Accredited Wealth..., Estate Planning, Private Banking, Trust Services, High Net Worth..., Wealth
Education
Indiana University - Kelley School of Business
Master of Business Administration (MBA)
Rollins College
BA
Villanova University School of Law
JD
Madden, Jiganti, Moore & Sinars LLP August 2015 - Present
McCormick Tax Group January 2015 - May 2015
US Trust, Bank of America Private Wealth Management November 2013 - April 2014
H&R Block October 2009 - November 2013
PwC February 2012 - April 2012
Eureka United consulting Co Ltd January 2004 - January 2007
Skills
Tax, Accounting, Tax Returns, Business Development, Start-ups, Leadership, Networking, Tax Research, Analysis, Financial Statements, Entrepreneurship, Project Management, Income Tax, Financial Analysis, US GAAP, Corporate Tax, Financial Accounting, IRS Enrolled Agent
Education
Northern Illinois University - College of Business 2011 — 2013
Master of Science (Leadership), Accounting, emphasis in Taxation
University of Illinois at Chicago 2007 — 2008
Master of Business Administration (MBA), International Management
Harbin Institute of Technology
Bachelor's degree, Economics
US Trust Bank of America Private Wealth Management January 2012 - Present
US Trust Bank of America Private Wealth Management 2007 - January 2012
Skills
Private Wealth..., Financial Planning, Trusts, High Net Worth..., Estate Planning, Trust Management, Wealth Management..., Strategic Financial..., Asset Allocation, Wealth Management, Investments, Estate Tax Planning, Credit, Asset Management, Finance, Banking, Tax, Investment Management, Trust Services, Retirement Planning
Education
Campbell University
Bachelor of Business Administration, Trust and Investment Management with a minor in Financial Planning
Wells Fargo December 2011 - Present
US Trust, Bank of America Private Wealth Management July 2009 - December 2011
Bank of America April 2008 - July 2009
Bank of America April 2007 - April 2008
Skills
Banking, Credit, Retail Banking, Loans, Commercial Banking, Mortgage Lending, Credit Analysis, Cash Management, Credit Risk, Financial Risk, Branch Management, Risk Management, Consumer Lending, Financial Analysis, Wealth Management, Customer Service, Operations Management, Strategic Financial..., Leadership, Investments, Wealth, Private Banking, Series 63
Education
Christopher Newport University 2004 — 2006
BA, Political Science
Radford University 2003 — 2004
transferred to CNU after one year, Criminal Justice
US Trust, Bank of America Private Wealth Management January 2009 - Present
Bank of America 2009 - Present
PCA RBI April 2005 - January 2009
Morgan Keegan 1998 - 2003
Skills
Investments, Retirement Planning, Valuation, Due Diligence, Fixed Income Products, Equities, Alternative Investments, Financial Planning, Trading, Investment Consulting, Investment Advisory..., Finance, Asset Allocation, Wealth Management, Portfolio Management, Derivatives, High Net Worth..., Investment Strategies
Education
Oglethorpe University 2006 — 2007
Financial Planning Certificate
Georgia State University - J. Mack Robinson College of Business 1992 — 1996
BA, Finance
US Trust, Bank of America Private Wealth Management June 2007 - July 2009
Wachovia, A Wells Fargo Company January 2001 - June 2007
Wachovia Bank, a Wells Fargo Company February 1997 - December 2001
Wachovia, a Wells Fargo Company January 2000 - January 2001
Wachovia Bank, a Wells Fargo Company February 1996 - August 1999
Wachovia Bank, a Wells Fargo Company March 1995 - February 1996
Skills
Program Management, Cross-functional Team..., Change Management, Business Process..., Strategic Planning, Marketing Strategy, Business Strategy, Analytics, Leading Change, Creative Vision, Strategic Consulting, Predictive Analytics, Strategic Leadership, Data Mining, Project Execution, Business Integration, Technology Integration, Innovative Thinking, Business Intelligence, Decision Analysis, Data Conversion, Thought Leadership, Strategic Projects, Operational Risk..., Managing High..., Client Engagement, Client Relationship..., Executive Level..., Building Relationships, Problem Solving, Full SDLC, Systems Analysis, Technology..., Comprehensive Wealth..., Operations Management, Banking Operations, Integration, CRM, Core Banking, Customer Engagement, Enterprise Software, Financial Services, High Performance Teams, Project Management, Wealth Management, Wealth Management...
Education
University of North Carolina at Greensboro 1991 — 1993
MIS, Information Systems Computer Science
University of South Carolina-Columbia 1984 — 1988
Bachelor of Arts, Psychology
US Trust, Bank of America Private Wealth Management August 2007 - Present
US Trust, Bank of America Private Wealth Management August 2007 - January 2009
Citizens Investment Services January 1999 - July 2007
Skills
Private Banking, Custom Credit Solutions, Wealth Structuring, Wealth Management, Business Relationship..., Mentoring, Sales Management
Education
Providence College 1985 — 1988
Business Management
Bishop Guertin High School 1980 — 1984
Wilmington Trust 2010 - Present
University of Rochester 2009 - 2010
US Trust, Bank of America Private Wealth Management 2007 - 2009
Axa Advisors, LLC 2004 - 2007
ConAgra Foods 1985 - 2005
Farm Credit Services of America 1982 - 1985
Wells Fargo Financial 1981 - 1982
Skills
Financial Advisory, Creative Writing, Estate Planning, Financial Planning, Financial Management, Wealth Management, Investments, Employee Benefits, Strategic Financial..., Managerial Finance, Finance
Education
Saint Bonaventure University 1977 — 1981
B.S. Economics, Finance
Morris Catholic
Morris Catholic
Bank of the West April 2012 - Present
Morgan Stanley Smith Barney November 2010 - August 2011
US Trust, Bank of America Private Wealth Management January 1980 - March 2009
Skills
Wealth Management, Series 7, Finance, Portfolio Management, Uniform Combined State..., Wealth Management..., Investment Advisory, Securities, Certified Financial..., Mutual Funds, Investment Management, Series 63, Financial Advisory, Retirement Planning, Private Banking, Strategic Financial..., Asset Allocation, Investment Strategies, High Net Worth..., Financial Planning, Series 66, CA Dept. of Insurance...
Education
UC Davis Extension, Sacramento, CA 2008 — 2009
Certification in Personal Financial Planning Program, Personal Financial Planning
University of Florida 1975 — 1979
Bachelor of Science in Business Administration, Accounting and Finance
PDS Companies, Inc April 2015 - Present
Literacy Instruction for Texas (LIFT) - Volunteer June 2013 - April 2015
The RWC Group July 2014 - November 2014
US Trust, Bank of America Private Wealth Management November 1999 - September 2012
Literacy Instruction for Texas (LIFT) 2004 - 2010
Bank of America January 1990 - October 1999
Security Pacific Investment Managers 1987 - 1990
Skills
Asset Managment, Mortgage Lending, Investments, Brokerage, Strategic Financial..., Trust Management, Real Estate Project..., Client Liaison, Mentoring, Team Building, Team Management, Diversity Training, Asset Management, Customer Service, Real Estate, Leadership, Property Management, Management, Strategy, Relationship Management, Cross-functional Team..., Commercial Real Estate, Change Management, Sales, Portfolio Management, Training, Financial Services, Loans, Asset Allocation, Analysis, Investment Advisory, Financial Analysis, Wealth Management..., Wealth Management, Project Planning, Alternative Investments, Insurance, Banking, Credit, Private Banking, Series 63, Series 7, Human Resources, Foreclosures, Mutual Funds, Risk Management, Estate Planning, Trusts, Retirement, Retirement Planning
Education
State University of New York College at Cortland
Bachelor of Arts (BA), Elementary Education and Teaching
UCLA
Professional Certificate, Bank Management
US Trust, Bank of America Private Wealth Management June 2014 - Present
MendenFreiman LLP October 2013 - June 2014
Abrams Davis Mason Long, LLC July 2010 - October 2013
Trammell Camp LLC October 2009 - July 2010
Martin Snow, LLP February 2008 - August 2009
Cansino & Petty, LLC 2005 - 2008
Education
Emory University 2011 — 2011
Paralegal Certificate, 4.0
Georgia College and State University 2002 — 2006
BS, Criminal Justice
Common Sense Solutions, Inc. March 2001 - Present
Common Sense Solutions, Inc. March 2001 - Present
American Association Of Daily Money Managers December 2008 - December 2014
LIFESPAN Resources January 2013 - December 2013
Mens Health and Wellness Center 2008 - 2009
Wealth Management Divisions Major Atlanta Banks September 1981 - July 2001
SunTrust Bank 1994 - 1998
SunTrust Banks, Inc 1993 - 1998
US Trust, Bank of America Private Wealth Management 1993 - 1994
Skills
Cash Flow Management, Estate Settlement, Wealth Management, Cash Flow, Estate Tax Planning, Estate Planning, Investments, Tax Preparation, Accounting, Tax, Small Business, Cash Management, Business Development, QuickBooks, Finance, Retirement, Trusts, Management, Business Planning, Bookkeeping, Personal Finance, Payroll, Financial Analysis, Nonprofits, Financial Services, Financial Statements, Wealth, Financial Planners, High Net Worth..., Asset Management, Forensic Accounting, Tax Accounting, Business, Income Tax, Wealth Management..., Trust Services, Public Speaking, Financial Planning, Investment Management
Education
Northwestern University 1994 — 1996
Graduate, Trust School
Georgia State University - J. Mack Robinson College of Business 1984 — 1993
BS, Accounting
Carrollton High School
Wells Fargo Bank, N.A. 2007 - Present
US Trust, Bank of America Private Wealth Management September 2005 - September 2007
Bank of America, Private Bank March 2003 - September 2005
Bank of America, Private Bank January 1998 - March 2003
Barnett Bank (Bank of America Private Bank) January 1997 - January 1998
Barnett Investments (Banc of America Investments) May 1995 - January 1997
Merrill Lynch November 1994 - May 1995
Prudential Securities (Wachovia Securities) May 1993 - November 1994
Skills
Asset Allocation, Investment Advisory..., Investment Policy, Investment Management, High Net Worth..., Alternative Investments, Portfolio Management, Wealth Management, Fixed Income, Mutual Funds, Investments, Investment Strategies, Investment Advisory, Asset Management, Retirement, Institutional..., Financial Services, Wealth, Separately Managed...
Education
University of North Florida - College of Business Administration 1995 — 1998
MBA, Business Administration
Jacksonville University 1989 — 1993
BS, Accounting
FineMark National Bank & Trust November 2014 - Present
BMO Private Bank, N.A. January 2008 - October 2014
US Trust Bank of America Private Wealth Management September 2007 - December 2007
Colonial Bank June 2004 - May 2007
Skills
•Bilingual: Fluent in..., •Notary Public, •Multiple line phones..., Spanish, English, Wealth Management, Banking, Estate Planning, Financial Analysis, Strategic Financial..., Risk Management, Financial Services, Retirement Planning, Business Development, Financial Advisory, Wealth Management..., Customer Service, Financial Planning, High Net Worth..., Sales, Strategic Planning, Strategy
Education
Cornell College 2002 — 2004
Bachelor, Economics & Business, Spanish
Muscatine Community College 1999 — 2002
Associate of Arts and Sciences (A.A.S.), Business
Shapiro Auctions June 2015 - Present
Christie's June 2013 - October 2014
Christie's January 2012 - June 2013
US Trust, Bank of America Private Wealth Management January 2008 - October 2011
Merrill Lynch June 2005 - January 2008
Standard Chartered Bank September 2001 - May 2005
Sotheby's 1995 - 1999
Skills
Art Exhibitions, Fine Art, Art, Painting
Education
New York University - Leonard N. Stern School of Business 2000 — 2004
MBA, Finance
Columbia University - School of International and Public Affairs 1992 — 1994
MIA, Political Economy, East Asia
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1990 — 1991
Certificate, US China Relations
Oberlin College 1985 — 1989
Chinese Language and Literature
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
US Trust, Bank of America Private Wealth Management August 2011 - Present
US Trust, Bank of America Private Wealth Management October 2007 - May 2009
Bank of America July 2004 - October 2007
Fleet Bank February 1997 - July 2004
Sonneborn Law Offices April 1995 - June 1996
Skills
Credit, Banking, Estate Planning, Wealth Management..., Wealth Management
Education
ABA 2001 — 2001
CTFA
Syracuse University College of Law 1990 — 1993
Saint John's University 1986 — 1990
BS, Criminal Justice
Georgia Institute of Technology August 2012 - June 2014
Adobe May 2013 - August 2013
US Trust, Bank of America Private Wealth Management June 2010 - July 2011
Parametric Portfolio Associates March 2010 - June 2010
US Trust, Bank of America Private Wealth Management September 2006 - March 2010
US Trust, Bank of America Private Wealth Management February 2006 - September 2006
Skills
Building Relationships, Financial Analysis, Analysis, Marketing, Cross-functional..., Cross-functional..., Team-oriented, Client Education, Management, Portfolio Management, Onboarding, Process Improvement, Event Planning, Relationship Management, Data Analysis, Collaboration, Presentations, Mentoring, Strategic Consulting, Operations Management, Strategy, Leadership, Cross-functional Team..., Project Management, Strategic Planning
Education
Georgia Institute of Technology 2012 — 2014
Master of Business Administration (M.B.A.), Marketing & Strategic Management
SDA Bocconi 2014 — 2014
Master of Business Administration (MBA)
University of Washington 2001 — 2005
Bachelor of Arts, Sociology
CFA Program - Level 2 Candidate
Financial Industry Regulatory Authority (FINRA) September 2015 - Present
US Trust, Bank of America Private Wealth Management August 2012 - September 2015
US Trust, Bank of America Private Wealth Management January 2011 - August 2012
Bank of America August 2009 - December 2010
Skills
Financial Services, Wealth Management, Cross Selling, Wealth Management..., Retail Banking
Education
Boston University 2015 — 2016
Financial Planning
New England College of Business and Finance 2012 — 2013
Master of Science (MS), Business Ethics and Compliance
Suffolk University 2004 — 2009
Bachelor of Science (BS), Sociology (Criminology & Law) and American History
Bishop Hendricken High School 2000 — 2004
High School Diploma
Bernstein Global Wealth Management July 2012 - Present
US Trust, Bank of America Private Wealth Management July 2010 - October 2011
Smithsonian Institution April 2009 - June 2009
Morris James LLP July 2006 - August 2008
Skills
Financial Modeling, Asset Management, Financial Reporting, Customer Relations, Equity Research, Private Equity, Investment Management, Portfolio Management, Investments, Wealth Management, Securities, Series 7, Wealth Management..., Capital Markets, Valuation, Hedge Funds, Alternative Investments, Asset Allocation, Investment Strategies, Strategic Financial..., High Net Worth..., Investment Advisory, Financial Statement..., Bloomberg, Customer Service, Finance, Financial Analysis, Equities, Analysis, Management
Education
Georgetown University - The McDonough School of Business 2008 — 2010
Master, Business Administration; Finance; European Business
University of Oxford 2009 — 2009
International Management
University of North Carolina at Chapel Hill 2002 — 2005
BA, Political Science
The University of Edinburgh 2003 — 2004
Politics
US Trust, Bank of America Private Wealth Management 2007 - Present
Bank of America 2000 - 2007
Skills
Speak English, French &..., Trust Administration, Wealth Management Advice, Wealth Management, Trust, Estate Planning, Wealth Management..., Banking, High Net Worth..., Asset Allocation, Retirement Planning, Private Banking, Series 7, Investment Management, Mutual Funds, Trust Services, Investment Advisory, Trusts, Investments
Education
Indiana University Bloomington 1991 — 1993
MA, French Linguistics
Kalamazoo College 1985 — 1989
BA, Economics & French
BB&T September 2011 - Present
Wells Fargo Private Bank March 2010 - October 2011
US Trust, Bank of America Private Wealth Management May 2005 - February 2010
US Trust, Bank of America Private Wealth Management January 2001 - January 2005
Transamerica Commercial Finance January 1998 - January 2001
Skills
Asset Management, Credit, Portfolio Management, Trust Services, Wealth Management..., CRM, Finance, Financial Services, Loans, Relationship Management, Risk Management, Structured Finance, Team Leadership, Underwriting, Wealth Management, Commercial Lending, Lines Of Credit, Private Banking
Education
Pfeiffer University
MBA
Marshall University
BBA Degree, Accounting
Merrill Edge April 2014 - Present
Merrill Edge December 2012 - March 2014
Merrill Lynch June 2010 - November 2012
US Trust, Bank of America Private Wealth Management June 2006 - May 2010
Education
Campbell University 2005 — 2006
MBA
Campbell University 2001 — 2006
BBA, Accounting
Campbell University 2001 — 2006
BBA, Trust & Wealth Management
Happily retired - available for fiduciary consulting opportunities April 2014 - Present
US Trust Bank of America Private Wealth Management September 2010 - March 2014
New York Private Bank & Trust, FSB February 2005 - April 2010
JPMorgan Chase Private Bank April 2000 - February 2005
JPMorgan Chase 2000 - 2005
Kirkland & Ellis 1998 - 2000
Skills
Alternative Investments, Asset Management, Hedge Funds, Investments, Risk Management, Wealth Management..., High Net Worth..., Securities, Estate Planning
Education
New York Law School 1971 — 1975
JD
Lehigh University - College of Business and Economics 1966 — 1970
BA, Economics
Morgan Stanley February 2011 - Present
The Commonwealth Institute for Fiscal Analysis 2011 - January 2014
Wells Fargo Advisors, LLC 2009 - 2011
Northstar Academy 2008 - 2011
US Trust; Bank of America Private Wealth Management 2000 - 2009
Nationwide Insurance/Frangenberg Insurance Agency, Inc 1991 - 2000
Central Carolina Bank & Trust 1996 - 1998
Skills
Credit, Financial Planning, Banking, Series 7, Wealth Management, Asset Managment, Investments, Loans, Consulting, Holistic Financial..., Team Leadership, Partnerships, Strategic Financial..., Asset Management, Financial Advisory, Insurance, Private Banking, Series 63, Wealth, Finance, High Net Worth..., Retirement Planning, Portfolio Management, Wealth Management..., Financial Services, Credit Analysis, Relationship Management, Commercial Lending, Treasury Management, Credit Risk, Residential Mortgages, Strategic Planning, FINRA, Securities
Education
The College of William and Mary - The Mason School of Business 2001 — 2004
MBA, MBA: Finance
East Carolina University 1991 — 1996
BSBA, Marketing
Comerica Bank March 2010 - Present
US Trust - Bank of America Private Wealth Management November 2007 - December 2009
Bank of America September 2005 - November 2007
Bank of America October 2002 - September 2005
Skills
Commercial Banking, Loans, Leadership, Credit Analysis, Commercial Lending, Investments, Banking, Credit, Mortgage Lending, Treasury Management, Series 7, Wealth Management, Small Business Lending, Credit Risk, Loan Origination, Portfolio Management, Commercial Mortgages, Consumer Lending, Financial Services, Private Banking, Residential Mortgages, Retail Banking
Education
Radford University 1996 — 2000
B.B.A., Finance
Wells Fargo Private Bank August 2008 - Present
US Trust, Bank of America Private Wealth Management May 2003 - August 2008
Eclipse Corporation June 1996 - May 2003
Skills
Wealth Management, Asset Allocation, Series 7, Portfolio Management, Investments, Asset Managment, Wealth Management..., Mutual Funds, Investment Management, Investment Advisory, Retirement Planning, Alternative Investments, Banking, Series 63, Investment Strategies, Securities, High Net Worth..., Private Banking, Financial Advisory, Asset Management
Education
California State University-Long Beach
Bachelor of Arts, Political Science
Woodside High School
TYSY November 2014 - Present
Paragon Systems, LLC September 2010 - Present
Bank of America April 1986 - March 2009
US Trust, Bank of America Private Wealth Management 2003 - 2009
Dean Witter April 1986 - May 1993
US Army June 1979 - March 1986
Skills
Financial Risk, Credit, Market Risk, Banking, Management, Risk Management, Financial Planning
Education
Central Piedmont Community College 1987 — 1995
Yes, Accounting
Capco March 2012 - Present
Capital One August 2009 - November 2011
US Trust, Bank of America Private Wealth Management 2007 - March 2008
NBC Universal 2006 - December 2006
MetLife 2006 - April 2006
Morgan State University 2002 - 2003
Skills
Visio, Process Engineering, Problem Solving, MS Project, Six Sigma, Process Improvement, Business Analysis, Microsoft Office, Business Process..., Process Mapping, Change Management, Business Process Design, Excel, Management Consulting, User Acceptance Testing, System Integration..., System Testing, Business Process Mapping, Industrial Engineering, Project Management, Program Management, Data Analysis, Requirements Analysis, Data Warehousing, Microsoft Excel, Business Intelligence, SDLC, Business Process, Strategy, Cross-functional Team..., Software Documentation, Management, Quality Assurance, Business Requirements, Testing, Project Planning, PMO, Leadership, Project Portfolio..., Banking, Business Transformation, Financial Modeling, Training, Risk Management, IT Strategy, Business Development, Requirements Gathering, Vendor Management, Analysis, Financial Services
Education
Fordham Gabelli School of Business 2005 — 2007
MBA, Deming Scholars Honor Program, Management Systems and International Business
Morgan State University 2000 — 2004
BS, Industrial Engineering, Summa Cum Laude
Wells Fargo July 2013 - Present
Community Hope September 2010 - Present
US Trust, Bank of America Private Wealth Management February 2003 - June 2013
Banc of America Securities August 2001 - January 2003
NationsBanc Montgomery Securities (BofA) June 1998 - June 1999
Lehman Brothers April 1997 - June 1998
Mellon Private Asset Management 1996 - 1997
Smith Barney 1994 - 1995
Education
Tulane University 1999 — 2001
MBA, Finance and Management
University of Colorado Boulder 1990 — 1994
BS, Marketing
Summit High School
Colorado State Bank and Trust September 2013 - Present
Bank of Arizona July 2009 - September 2013
US Trust, Bank of America Private Wealth Management August 1999 - January 2009
Sachnoff & Weaver, Ltd. December 1997 - August 1999
Gardner Carton & Douglas August 1995 - December 1997
Skills
Wealth Management..., Estate Planning, Asset Protection, Trust Services, Portfolio Management, Asset Allocation, Estate Tax Planning, Wealth Management, Financial Planners, Wealth, Financial Services, Estate Law, Tax, Loans, Trusts, Strategic Financial..., High Net Worth...
Education
Loyola University Chicago School of Law 1992 — 1995
JD, Cum Laude, Law
Illinois Institute of Technology 1984 — 1986
Institute of Design - Product Design
Roosevelt University 1979 — 1984
BMEd, Jazz Studies
Berklee College of Music 1976 — 1977
Saxophone Performance
CMH Wealth Management, LLC May 2009 - Present
US Trust Bank of America Private Wealth Management 1995 - 2009
First NH Investment Services 1988 - 1995
Skills
Portfolio Management, Wealth Management, Investment Advisory, Investments, Investment Management
Education
University of New Hampshire 1999 — 2001
Master, Business Administration
University of New Hampshire 1984 — 1988
BA, Political Science
Central High School 1981 — 1984
UBS Financial Services Inc. August 2007 - Present
US Trust Bank of America Private Wealth Management January 2001 - August 2007
Education
Campbell University 1998 — 2000
Bachelor of Business Administration, Trust Management and Financial Planning
East Carolina University 1996 — 1998
Business
US Trust, Bank of America Private Wealth Management September 2010 - Present
Bank of America (Previously LaSalle Bank N.A.) July 2008 - September 2010
Bank of America February 2006 - February 2008
Staff Management September 2003 - February 2006
NFC CONSULTING GROUP, CHICAGO, IL October 1999 - December 2001
Skills
Team Leadership, Public Speaking, Organization, HTML, Survey Design, Project Coordination, Project Management, Loan Portfolio Analysis, Manage Client..., Client Training, Presenting to Clients, Peer Mentoring, Employee Training, Cross-functional Team..., Professional Mentoring, Analysis, Management, Leadership, Event Planning, Customer Service, Strategy, Program Management, Research, Nonprofits, Community Outreach, Strategic Planning
Education
The Hackley School
Diploma
University of Chicago
Bachelor of Arts (B.A.), African-American/Black Studies
University of Illinois at Urbana-Champaign
Project Management for LIS, A
US Trust, Bank of America Private Wealth Management July 2011 - Present
Callan Associates - San Francisco, CA April 2000 - July 2011
Scudder Kemper Investments - San Francisco, CA 1996 - 2000
Gottex Financial Services - Lausanne, Switzerland 1995 - 1995
Citibank Private Bank - Zurich, Switzerland 1994 - 1995
Education
Georgetown University - The McDonough School of Business 1991 — 1993
BSBA
American College of Switzerland 1987 — 1990
AA
BMO Private Bank August 2010 - Present
US Trust, Bank of America Private Wealth Management October 2007 - August 2010
US Trust, Bank of America 1981 - August 2010
LaSalle Bank 1981 - 2008
American Cancer Society June 1977 - June 1981
Skills
Investments, Financial Planners, Estate Administration, Fundraising, Finance, Wealth Management..., Wealth Management, High Net Worth..., Series 7, Portfolio Management, Asset Managment, Retirement Planning, Asset Allocation, Strategic Financial..., Banking, Loans, Mutual Funds, Financial Analysis, Investment Management, Asset Management, Investment Advisory, Securities, Private Banking, Financial Planning
Education
American Bankers Association Trust School 1994 — 1996
3 year ABA Trust School, Trust and Estate Planning, Investments, Tax planning and other related topics
DePaul University - Charles H. Kellstadt Graduate School of Business 1983 — 1988
MBA, Finance
University of Illinois at Urbana-Champaign 1973 — 1977
B.S., Health and Safety Education
US Trust, Bank of America Private Wealth Management September 2012 - Present
Quinn Emanuel March 2012 - April 2012
Law Offices of Pauline Rosen 2007 - 2011
Law Offices of Pauline Rosen 2007 - 2010
Los Angeles Clippers September 2004 - April 2005
Skills
Microsoft Office, Word, Excel, PowerPoint, Mac OS X, Mac OS, Mac, Outlook, Minitab, Microsoft Word, Asset Managment, Financial Analysis, Financial Modeling, Stochastic Modeling, Tax, Income Tax, Inheritance Tax Planning, Estate Tax Planning, Personal Tax Planning, Estate Planning, Real Estate, Investments, Trusts, Investment Management, Property Tax, Finance, Litigation, Asset Management, Marketing, Legal Research, Westlaw, Trials
Education
Loyola Law School, Loyola Marymount University 2007 — 2010
JD, Law
University of Southern California 2004 — 2006
BS, Business Administration
University of Southern California - Marshall School of Business 2004 — 2006
BS, Business Administration, Real Estate Finance, Cum Laude
Palos Verdes Peninsula High School 1999 — 2003
High School Diploma
e-MDs September 2012 - September 2014
US Trust, Bank of America Private Wealth Management November 2005 - April 2012
Bank of America November 2005 - April 2007
Skills
Customer Service, Customer Satisfaction, Administrative..., Expense Reports, Sales Coordination, Customer Research, Sales Management, Training, Sales, Strategic Planning, Customer Relations, Customer Retention, Risk Management, Consumer Lending, Team Building, Management, Sales Process, Retail Banking, Online Research, Events Coordination, Process Improvement, Accurate Data Entry, PowerPoint, Microsoft Word, Outlook, Microsoft Excel, Banking, Microsoft Office, Parature, SalesForce, Salesforce.com
Education
Blinn College 1995 — 1996
general
Threshold Group September 2013 - Present
Leave10 February 2012 - Present
Washington Planned Giving Council May 2012 - January 2015
East King County Estate Planning Council August 2010 - August 2014
Childhaven November 2009 - January 2014
Whittier Trust Company March 2009 - August 2013
US Trust, Bank of America Private Wealth Management May 1999 - March 2009
Skills
Estate Planning, Wealth Management, Trusts, High Net Worth..., Wealth, Investments, Estate Tax Planning, Nonprofits, Charities, Non-profit Leadership, Financial Advisory, Wealth Management..., Financial Planners, Investment Management, Asset Allocation, Investment Advisory, Alternative Investments, Retirement Planning, Investment Strategies, Asset Management, Philanthropy, Insurance, Trust Services, Estate Law, Retirement, Securities, Mutual Funds, Financial Planning
Education
Suffolk University Law School 2002 — 2006
JD, Law
Bowdoin College 1995 — 1999
BA, Government, Environmental Studies, French
Farmington High School 1991 — 1995
Fifth Third Private Bank June 2010 - Present
US Trust, Bank of America Private Wealth Management July 2003 - July 2010
Skills
CTFA, Retirement Planning, Investments, Estate Planning, Wealth Management, High Net Worth..., Trusts, Wealth Management..., Trust Services, Asset Allocation, Investment Management, Private Banking, Mutual Funds, Investment Advisory, Portfolio Management, Banking
Education
Hanover College
BA
Boston University
Trust / Cannon Financial Institute
University of Notre Dame
Trust / Cannon Financial Institute
PNC Wealth Management July 2015 - Present
PNC Wealth Management August 2013 - July 2015
Hatteras Funds June 2010 - August 2013
Bank of America September 2008 - April 2009
US Trust, Bank of America Private Wealth Management August 2001 - August 2008
Skills
Series 7, Series 66, Series 63
Education
La Salle University - School of Business Administration 2005 — 2007
MBA, Finance/Management
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 2000
BSBA, Business
Edward Jones Trust Company March 2015 - Present
Edward Jones September 2013 - March 2015
US Trust, Bank of America Private Wealth Management 2007 - September 2013
Bank of America 2004 - 2007
Bank of America 2002 - 2004
Nations Bank 1998 - 2000
Skills
Estate Planning, Wealth Management, Asset Managment, Risk Management, Wealth Management..., Trusts, Fiduciary, Asset Allocation, Investment Management, Investment Advisory, Strategic Financial..., High Net Worth..., Financial Services, Private Banking, Trust Services, Trust Management, Wealth, Asset Management, Retirement Planning
Education
Emory University School of Law 1995 — 1998
J.D.
Brigham Young University 1992 — 1994
B.A, Economics, Minors: Physics, Math
Huntington High School 1984 — 1987
US Trust, Bank of America Private Wealth Management July 2015 - Present
iFunding May 2014 - December 2014
Goldman Sachs May 2011 - April 2014
Vertex Pharmaceuticals 2009 - 2011
Fidelity Investments 2006 - 2009
McKinsey & Company 2003 - 2006
United States Marine Corps 1994 - 1999
Skills
Leadership, Management, Strategy, Private Equity, Asset Management, Hedge Funds, Strategic Planning, Investment Banking, Start-ups, Real Estate Development, Alternative Investments, Business Strategy, Financial Modeling, Valuation, Mutual Funds, Due Diligence, Networking, Bloomberg, Management Consulting, Venture Capital, Real Estate, Fixed Income, Marketing Strategy, Investment Properties
Education
The Tuck School of Business at Dartmouth 2001 — 2003
MBA, Business
Harvard College 1990 — 1994
BA, Government
Swampscott High School
TD Private Client Group October 2013 - Present
PNC Wealth Management June 2011 - October 2013
US Trust, Bank of America Private Wealth Management December 2006 - June 2011
Skills
Portfolio Management, Wealth Management, Management, Banking, Credit, Investments, Risk Management, Financial Analysis, Loans, Finance
Education
University of Maryland University College 2005 — 2006
MS, Marketing
University of Maryland University College 2003 — 2005
MBA, Business
Georgetown University - The McDonough School of Business 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General
US Trust, Bank of America Private Wealth Management April 2014 - Present
Anderson Reynard, LLP June 2006 - March 2014
Skills
Estate Planning, Litigation, Civil Litigation, Trusts, Legal Research, Corporate Law, Fiduciary Services, High Net Worth..., Tax Law, Estate Tax Planning
Education
University of San Diego 2005 — 2006
Master of Laws (LL.M.), Taxation
Vermont Law School 2002 — 2005
JD, Law
University of California, Santa Barbara 1996 — 1999
BA, Business Economics
Currently Looking April 2010 - Present
US Trust Bank of America Private Wealth Management April 2007 - April 2010
Bank of America 2003 - 2005
Education
Elon University - Martha and Spencer Love School of Business 1996 — 2000
George Washington HS 1993 — 1996
deVere USA Inc. August 2012 - Present
US Trust - Bank of America Private Wealth Management July 2011 - August 2012
Gibraltar Private Bank and Trust July 2010 - June 2011
Northern Trust October 2007 - July 2010
US Trust, Bank of America September 2000 - October 2007
UBS PaineWebber, Inc July 1994 - September 2000
Education
University of Florida 1990 — 1994
Bachelor's degree, Music Theory and Composition
US Trust, Bank of America Private Wealth Management June 2010 - Present
Winstead PC September 1999 - May 2010
Education
The University of Texas School of Law 1990 — 1993
JD
Texas Tech University 1987 — 1990
BBA, Accounting
Providence Family Offices June 2008 - Present
US Trust Bank of America Private Wealth Management 2000 - 2008
Fisher & Sauls, P.A. 1997 - 1999
Law Offices of Wm. Fletcher Belcher 1993 - 1996
Skills
Fiduciary Services, Information Technology, Trust Services, Family Office, Wealth, Risk Management, High Net Worth..., Wealth Management
Education
Stetson University College of Law 1991 — 1994
JD, Law
University of North Carolina at Charlotte 1984 — 1987
BA, Political Science
US Trust, Bank of America Private Wealth Management July 2007 - Present
Education
New York University - Leonard N. Stern School of Business 1987 — 1992
MBA, Finance
New York University 1981 — 1984
BFA, Art History
Tufts University 1980 — 1981
Italian Cinema
Heritage Financial Services, LLC June 2014 - Present
NEPC May 2012 - May 2014
Bank of America August 2009 - May 2012
US Trust, Bank of America Private Wealth Management September 2006 - August 2009
Liberty Mutual Insurance August 2004 - September 2006
Liberty Mutual Insurance May 2003 - August 2004
The Boston Company Asset Management, LLC July 2002 - May 2003
BNY Mellon February 2001 - July 2002
Skills
Portfolio Management, Asset Management, Investments, Asset Allocation, Mutual Funds, Alternative Investments, Investment Management, Financial Analysis, Trading, High Net Worth..., Pensions, Bloomberg, Excel, PowerPoint, Client Presentation, Institutional...
Education
University of Massachusetts at Amherst - Isenberg School of Management 1996 — 2000
B.B.A. Degree, Finance, Investments; Finance and Economics
Northern Trust February 2012 - June 2015
US Trust, Bank of America Private Wealth Management April 2005 - February 2012
Northern Trust 2003 - 2005
AXA Advisors 2002 - 2003
Robertson Stephens, Inc. 1999 - 2001
BankBoston, N.A. 1990 - 1999
Coopers & Lybrand 1985 - 1990
Skills
Wealth Management, Finance, Financial Analysis, Investments, Portfolio Management, Asset Management, Management, Financial Planning, Banking, Alternative Investments, Life Coaching
Education
Bentley University 1981 — 1985
Bachelor of Science in Accountancy and Associate of Science in Management
Morgan Stanley Wealth Management September 2010 - Present
US Trust Bank of America Private Wealth Management March 2008 - September 2010
Eckhart Kolak LLC October 1998 - March 2008
Scariano Himes & Petrarca February 1997 - September 1998
Cook County State's Attorney's Office February 1994 - February 1997
Skills
Estate Planning, Estate Tax Planning, Strategic Financial..., Charitable Gift Planning, Investment Strategies, Business Strategy, Business Planning, Succession Planning, Asset Allocation, Investments, Wealth Management, Asset Managment, Asset Management, Insurance, Series 63, Securities, Alternative Investments, Mutual Funds, Series 7, Wealth Management..., Private Equity, Portfolio Management, Retirement, Financial Advisory, Investment Management, Retirement Planning, Investment Advisory, Wealth, High Net Worth..., Financial Services, Hedge Funds, Equities, 401k, Bonds, FINRA, Financial Planners, IRAs, Trust Services, Options, Private Banking, Fixed Annuities, Finance, ETFs, Fixed Income, Valuation, Mergers & Acquisitions, Financial Planning
Education
Indiana University School of Law—Bloomington 1990 — 1993
JD, Law
University of Notre Dame - Mendoza College of Business 1988 — 1990
MBA, Finance
DePauw University 1984 — 1988
BA, Liberal Arts
US Trust, Bank of America Private Wealth Management 2005 - Present
US Trust/Bank of America March 1993 - Present
Skills
Banking, Wealth Management, Loans, Investments, Trust Services, Private Banking, Trust Management, Investment Advisory, Estate Planning, Mutual Funds, Wealth Management..., Financial Analysis, Portfolio Management, Trusts, Mortgage Lending
Education
Johnson and Wales University 1980 — 1984
US Trust Bank of America Private Wealth Management February 2007 - Present
EMC January 2001 - January 2007
Skills
Asset Management, Banking, Investment Management
Education
The University of Connecticut School of Business 2004 — 2006
USTrust-Bank of America Private Wealth Management July 2010 - Present
US Trust - Bank of America Private Wealth Management July 2005 - September 2010
Skills
Wealth Management, Private Banking, Wealth Management..., Series 7
Education
Providence College 2001 — 2004
BA, Mathematics
UBS Financial Services March 2009 - Present
US Trust, Bank of America Private Wealth Management March 2001 - March 2009
Computer Task Group November 1999 - February 2001
Decision Consultants 1998 - 1998
Education
University of South Carolina - Darla Moore School of Business 2000 — 2002
MBA, Finance
University of North Carolina at Charlotte 1989 — 1995
BS, Business
US Trust November 2011 - Present
US Trust September 2009 - November 2011
US Trust, Bank of America Private Wealth Management June 2006 - October 2009
UBS September 2005 - May 2006
Skills
Investments, Strategy, Finance, Portfolio Management, Asset Allocation, Management, Bloomberg, Credit, Sales, Trading, CRM, Wealth Management, Asset Management, Mutual Funds, Financial Advisory, Alternative Investments, Financial Analysis, Financial Modeling, Economics, Investment Management, Valuation, Loans, Marketing, Hedge Funds, Due Diligence, Private Equity, Fixed Income, Bloomberg Terminal
Education
University of Rhode Island 2010 — 2014
MBA, Finance
Roger Williams University 2008 — 2009
MAT
Fairfield University 2002 — 2006
BS, Economics, Marketing
Bank of America November 1974 - February 2009
US Trust, Bank of America Private Wealth Management 1998 - 2009
U.S. Trust 1998 - 2009
Bank of America 1974 - 2007
Skills
Wealth Management, Asset Allocation, Asset Management, Retirement Planning, Portfolio Management, Alternative Investments
Education
University of Maryland College Park 1970 — 1974
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
US Trust Bank of America Private Wealth Management May 2011 - Present
McLeod Law Office 1999 - December 2010
Cheek & Zeehandelar, LLP 1993 - 2006
Skills
Legal Writing, Legal Research, Litigation, Leadership
Education
Florida Trust School 2012 — 2014
Otterbein University 2006 — 2008
MBA, Master of Business Administration
Franklin University 2001 — 2005
B.S., Accounting / Human Resources
US Trust, Bank of America Private Wealth Management December 2011 - Present
Bank of America April 2008 - December 2011
LVL Financial March 2005 - April 2008
National Australia Bank (MLC) May 2004 - November 2004
Education
Emory University 2006 — 2007
CFP, Certified Financial Planner
Macquarie University 1997 — 2001
B.Commerce, Economics and marketing
Bank of America Merrill Lynch August 2015 - Present
US Trust, Bank of America Private Wealth Management July 2012 - Present
5414 Productions May 2008 - Present
Merrill Lynch Private Banking and Investment Group July 2010 - September 2012
Merrill Lynch and Co., a subsidiary of Bank of America Corp March 2009 - July 2010
Merrill Lynch & Co. July 2007 - March 2009
Merrill Lynch, Business Financial Services May 2005 - July 2007
Citigroup December 2003 - December 2004
Citigroup October 2001 - December 2003
Old Kent Bank December 1996 - December 1999
Skills
New Business Development, Certified Project..., Strategic Planning, Business Development, Forecasting, Change Management, Budget, Analytics
Education
University of Notre Dame, Notre 2000 — 2001
Master of Business Administration, Finance and Investments
DePaul University 1998 — 2000
Bachelor of Science, Finance
US Trust, Bank of America Private Wealth Management June 2010 - June 2014
NRECA February 2008 - June 2010
Skills
Portfolio Management, Investments, Investment Advisory, Asset Allocation, Mutual Funds, Financial Modeling, Financial Services, Wealth Management, Strategic Financial..., Equities
Education
Georgetown University 2009 — 2010
University of Virginia 2003 — 2007
US Trust, Bank of America Private Wealth Management July 2007 - Present
Bank of America Premier Banking & Investments November 1999 - July 2007
Skills
Credit, Loans, Private Wealth..., Banking, Estate Planning, Financial Planning, Wealth Management..., Series 7, Strategic Financial..., Wealth Management, Mergers & Acquisitions, Retirement Planning
Education
The Citadel 1996 — 1998
Masters, Business Administration
College of Charleston 1989 — 1993
Bachelor of Science (B.S.), Finance, General
US Trust-Bank of America Private Wealth Management 2004 - Present
Montgomery/Banc of America Securities 1998 - 2003
Education
University of Massachusetts, Amherst 1985 — 1989
US Trust, Bank of America Private Wealth Management June 2007 - Present
U.S. Trust March 2003 - July 2007
U.S. Trust February 1999 - March 2003
Salomon Smith Barney July 1995 - March 1999
Skills
Portfolio Management, Wealth Management..., IT Portfolio, Portfolio Analytics..., Management, Leadership, Asset Allocation, Banking, Business Development, Analytics, Vendor Management, Change Management, Program Management, Process Improvement, Analysis, Business Process, Integration, Wealth Management, Investments, Asset Management, Strategic Financial..., SDLC, Investment Management, Investment Banking, Technology
Education
City University of New York
Computer Information Systems
New York University - SCPS
Information Technology Project Management
Bank of America Emerging Leaders Program
Organizational Leadership
SunTrust January 2008 - Present
US Trust, Bank of America Private Wealth Management April 1989 - December 2007
Bank of America 1989 - 2007
Skills
CTFA, Trust Services, Wealth Management, High Net Worth..., Estate Planning, Wealth Management..., Trust Management, Investment Management, Asset Allocation, Asset Managment, Retirement Planning, Investments, Financial Advisory, Trusts, Wealth, Investment Advisory, Certified Financial..., Portfolio Management
Education
College for Financial Planning 2006 — 2008
Florida State University
Bachelor of Science
Northern Trust April 2012 - Present
US Trust Bank of America Private Wealth Management October 1998 - April 2012
Banc One Investment Advisors (a predecessor of JP Morgan) January 1994 - October 1998
Skills
CFA, CAIA, Asset Managment, Investment Policy, ETFs, Fixed Income, Alternative Assets, Investments, Separate Accounts, Mutual Funds, Separately Managed..., Chartered Financial...
Education
University of California, Los Angeles - The Anderson School of Management 1984 — 1986
Master of Business Administration (M.B.A.), Finance/Marketing
US Trust Bank of America Private Wealth Management April 2007 - Present
Bank of America 2007 - Present
Citigroup 2007 - 2007
Skills
Wealth Management, Financial Services, Investment Management, Portfolio Management, Investments, Relationship Management, Banking, Alternative Investments, Series 7, Fixed Income, Securities, Strategic Financial...
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2012
MBA, Business Administration and Management, General
City University of New York-Brooklyn College 1999 — 2002
Bachelor of Science (BS), Business Management & Finance
US Trust, Bank of America Private Wealth Management Vice PresidentU.S. Trust Bank of America2006 - Present
Education
Ohio Wesleyan University 1977 — 1981
U.S. Trust November 2010 - Present
US Trust, Bank of America Private Wealth Management February 2009 - November 2010
Education
Saint John Fisher College 2005 — 2006
Master of Business Administration (M.B.A.)
Saint John Fisher College 1989 — 1993
Bachelor of Science (B.S.), Accounting
Merrill Lynch May 2009 - Present
Brown Brothers Harriman August 2008 - January 2009
US Trust, Bank of America Private Wealth Management July 2004 - June 2008
Earnings Performance Group November 1994 - July 2004
Financial Technologies April 1988 - November 1994
Education
The University of Sheffield 1976 — 1979
Bank of America January 1985 - Present
US Trust, Bank of America Private Wealth Management 1985 - Present
Skills
Banking, Loans
Education
Howard Payne University 1973 — 1976
Deloitte February 2014 - Present
US Trust, Bank of America Private Wealth Management August 2009 - October 2012
US Trust 2008 - 2012
US Trust, Bank of America Private Wealth Management July 2008 - August 2009
Grubb & Ellis Realty Investments July 2005 - July 2008
Bank of America October 1999 - June 2005
Skills
Notary Public, Investments, Fixed Income, Cash Management, Capital Markets, Equities, Wealth Management, High Net Worth..., Securities, Alternative Investments, Wealth Management..., Investment Advisory, Asset Management, Banking
Education
Cannon Financial Institute 2009 — 2010
Personal Trust
Concordia University Irvine 2002 — 2004
Orange Coast College 1999 — 2002
Wells Fargo Private Bank May 2011 - Present
Bank of America October 2008 - May 2011
US Trust/Bank of America October 2008 - May 2011
US Trust, Bank Of America Private Wealth Management October 2008 - May 2011
PNC Wealth Management 2001 - September 2008
Skills
Portfolio Management, Investments, Leadership, Management, New Business Development, Investment Strategies, Wealth Management, Asset Allocation, Alternative Investments, Asset Management, Investment Advisory, Mutual Funds, Wealth Management..., Investment Management, Equities, Fixed Income, High Net Worth..., Wealth
Education
Penn State University 1985 — 1990
Bachelor of Arts (BA), Economics
BNY Mellon November 2013 - Present
Hyde Park Angels May 2010 - Present
Steppenwolf Theatre Company January 2004 - Present
US Trust Bank of America Private Wealth Management June 2008 - November 2013
National City Bank 2005 - 2008
Skills
Investments, Leadership, Mergers & Acquisitions, Private Equity, Strategy, Alternative Investments, Wealth Management, Investment Management, Asset Allocation, Financial Services, Portfolio Management, Valuation, Financial Analysis, Finance, Hedge Funds, Venture Capital, Financial Modeling, Due Diligence, Risk Management, Equities, Fixed Income
Education
Kenyon College 1984 — 1988
AB
US Trust Bank of America Private Wealth Management November 1987 - Present
Fleet Bank November 1994 - January 1998
Skills
Wealth Management, Portfolio Management, Alternative Investments, Asset Allocation, Banking, Securities
Education
Sawyer School 1975 — 1977
Manning & Napier Advisors 2009 - Present
US Trust, Bank of America Private Wealth Management June 2005 - March 2009
US Trust April 2003 - June 2005
Raymond James Financial April 2002 - April 2003
Raymond James Financial Inc. 2000 - April 2002
Skills
Asset Allocation, Series 7, Mutual Funds, Investments, Series 63, Alternative Investments, Investment Strategies, Wealth Management, Separately Managed..., Asset Managment, Portfolio Management, Equities, Fixed Income, ETFs, Investment Advisory, Public Speaking
Education
Syracuse University 1994 — 1999
Bachelor, Business and Consumer Studies
US Trust Bank Of America Private Wealth Management July 2007 - Present
U.S. Trust 2006 - 2007
Citi Group 1982 - 2006
Nynex Video Services 1995 - 1997
Education
St. John's University, The Peter J. Tobin College of Business 1986 — 1988
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1983 — 1986
BS, Business Management
US Trust, Bank of America Private Wealth Management 2005 - Present
Katten Muchin Rosenman LLP 1997 - 2005
Education
Loyola University Chicago School of Law 1994 — 1997
University of Michigan 1990 — 1994
HSBC Bank, N.A. 2009 - Present
US Trust, Bank of America Private Wealth Management February 2007 - August 2008
SB Financial, Inc. 2005 - 2007
Education
California State University-Northridge 1996 — 1996
Bachelor of Science, Business Administration with Emphasis in Finance
Loring, Wolcott & Coolidge Trust, LLC September 2012 - Present
US Trust, Bank of America Private Wealth Management July 2009 - September 2012
Ropes & Gray LLP September 2008 - April 2009
US Trust, Bank of America Private Wealth Management September 2005 - September 2008
Thomson Reuters August 2004 - September 2005
KPMG December 2000 - August 2004
Skills
Trusts, Tax, Tax Preparation, Income Tax, High Net Worth..., Wealth Management, Estate Planning, Banking, Wealth Management..., Tax Advisory, Tax Returns, Trust Services, Tax Research, Wealth, Private Banking, Fiduciary, Financial Services, Tax Law, Trust Management, Tax Accounting
Education
Bryant University 2003 — 2005
Masters, MST
Bryant University 1997 — 2001
BSBA, Accounting
Lincoln High School 1993 — 1997
Northern Trust August 2011 - Present
Wells Fargo Private Bank August 2009 - August 2011
Wachovia Wealth Management December 2007 - August 2009
US Trust, Bank of America Private Wealth Management 2004 - 2007
Gap Inc. 2003 - 2003
Duff & Phelps 2001 - 2003
Banc of America Securities 1997 - 2001
Ernst & Young 1991 - 1995
Skills
Series 7, Wealth Management, Credit, Asset Allocation, Banking, Loans, Private Banking, Series 63, Investment Advisory, Financial Analysis, Commercial Lending, Finance
Education
Indiana University - Kelley School of Business 1995 — 1997
MBA, Finance
University of Saint Thomas 1987 — 1991
BA, Finance
Hopkins High School
Bachelor of Arts, Finance
EverBank March 2009 - Present
US Trust - Bank of America Private Wealth Management June 2002 - March 2009
Citibank September 1984 - May 2002
Skills
Fraud, AML, USA PATRIOT Act, Financial Risk, Banking, Bank Secrecy Act, KYC, OFAC, Securities, Credit, Credit Risk, Loans, Credit Cards, Finance, Anti Money Laundering
Education
State University of New York Empire State College 2007 — 2012
BS, Applied Mathematics
CFE Exam Prep Course
US Trust, Bank of America Private Wealth Management June 2013 - Present
Swink, Fiehler & Company January 1997 - June 2013
Skills
CPA, Financial Analysis, Tax, Financial Reporting, Internal Controls, Accounting, Tax Preparation, GAAP, QuickBooks, Financial Statements, Account Reconciliation, Budgets, Income Tax, Payroll, Corporate Tax, Auditing, Business Valuation, Financial Accounting, Tax Research, Due Diligence, Strategic Financial..., Mergers & Acquisitions, General Ledger, Tax Accounting, Sarbanes-Oxley Act, Cash Flow, Internal Audit
Education
University of Missouri-Columbia, College of Business 1993 — 1996
Bachelor's degree, Accounting
NA October 2011 - Present
Bank of America October 2004 - October 2011
US Trust, Bank of America Private Wealth Management 2004 - October 2011
Skills
Wealth Management, Series 7, Investments, Credit, Asset Allocation, Banking, Loans, Investment Management, Commercial Banking, Mutual Funds, Financial Analysis, Strategic Financial..., Credit Risk
Education
Wharton School of Business 1971 — 1972
MBA, Banking, Corporate, Finance, and Securities Law
Princeton University 1963 — 1967
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
US Trust, Bank of America Private Wealth Management April 2006 - Present
Zwilling JA Henckels 2005 - 2005
Independent Financial Marketing Group 1993 - 2005
Manhattan Cable Company 1988 - 1990
Mercy College 1979 - 1988
Skills
Banking, Marketing, Mutual Funds, Financial Services, Wealth Management, Securities
Education
Fordham University 1973 — 1977
B.S., Marketing, Cum laude
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
Mechanics Bank 2008 - Present
US Trust Bank of America Private Wealth Management 2006 - 2008
Union Bank of California 2005 - 2006
Wells Fargo Private Client Services 2001 - 2005
Northern Trust Corporation 1997 - 2001
Education
Boston University School of Law 1995 — 1996
Master of Laws (LLM), Banking and Fianancial Law
Whittier Law School 1991 — 1995
Doctor of Law (JD)
California Polytechnic State University-San Luis Obispo 1989 — 1991
Master of Business Administration (MBA)
University of California, Santa Barbara 1985 — 1989
Bachelor of Arts (BA), Economics
Bethlehem Area Education Foundation 2012 - Present
Valley National Financial Advisors May 2013 - August 2015
Peapack-Gladstone Bank April 2009 - May 2013
Bethlehem Area School District August 2010 - December 2011
Bethlehem Area School District March 2008 - December 2009
US Trust Bank of America Private Wealth Management 2000 - March 2009
Janney Montgomery Scott 1989 - 2000
First Eastern Bank 1987 - 1989
Northern Central Bank 1983 - 1987
Skills
Investments, Strategic Financial..., Portfolio Management, Investment Advisory, Wealth Management, Financial Analysis, Asset Managment, Asset Management
Education
Villanova University 1972 — 1974
BS, Business Admin (Accounting)
United States Naval Academy
US Trust, Bank of America Private Wealth Management January 2005 - Present
Skills
Series 7 & 66 Licensed, High Net Worth..., Wealth Management..., Wealth Management, Credit, Hedge Funds, Asset Management, Financial Advisory, Private Banking, Series 7, Alternative Investments, Mutual Funds
Education
D'Amore-McKim School of Business at Northeastern University 2006 — 2008
M.B.A., Marketing
Montclair State University 1996 — 1999
B.A., Psychology
Morris Catholic High School
Morris Catholic High School
Morris Catholic High School
SunTrust Bank July 2010 - Present
Heritage Wealth Advisors May 2008 - May 2009
US Trust, Bank of America Private Wealth Management June 2004 - May 2008
US Trust, Bank of America Private Wealth Management June 1999 - June 2004
US Trust, Bank of America Private Wealth Management June 1996 - June 1999
Skills
Wealth, Investments, Estate Planning, Risk Management, Wealth Management..., High Net Worth..., Relationship Management
Education
Denison University
Bachelor of Science, Psychology
East Aurora High School
Pace University January 2014 - Present
Pleasantville UFSD April 2013 - December 2013
Center for Literacy October 2012 - December 2013
Pace University January 2011 - December 2013
Pleasantville UFSD January 2013 - May 2013
US Trust, Bank of America Private Wealth Management March 2008 - December 2010
Skills
Writing, Proofreading, Notary Public, Administrative Support, Customer Service, Expense Budgeting, Banner, Word, Excel, PowerPoint, Outlook, Budgets, Administrative..., Microsoft Word, Microsoft Excel, Fundraising, Common Core State..., Lesson Planning, Smart Board Technology, Hands-on Learning, Higher Education, Event Planning, Grant Preparation, Grant Monitoring, Social Media, Teaching Writing, Teaching Reading, Public Speaking, Financial Reporting, Nonprofits, Classroom
Education
Pace University-Pleasantville/Briarcliff Campus 2011 — 2013
Master of Science for Teachers
College of Mount Saint Vincent 2003 — 2007
Bachelor of Arts
VSL Partners May 2014 - Present
Skyline Advisors 2013 - Present
BNY Mellon 2010 - 2013
US Trust, Bank of America Private Wealth Management 2006 - 2008
Harris myCFO 2003 - 2006
Thomas Weisel Partners 1999 - 2003
Montgomery Securities 1996 - 1999
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Portfolio Management, Wealth Management, Investment Strategies, Private Equity, Investment Advisory, Capital Markets, Venture Capital, Wealth Management..., Asset Management, Investment Management, Options
Education
The University of Chicago Booth School of Business 1988 — 1990
MBA, Finance and Economics
The George Washington University 1984 — 1986
BBA, Finance and Economics
Bank of the West March 2013 - Present
Private Wealth Partners, LLC March 2012 - March 2013
Carrick Bend Advisors July 2009 - March 2012
US Trust, Bank of America Private Wealth Management September 2006 - March 2009
Jorgensen Capital Management 2004 - 2006
HighMark Capital Management 2001 - 2003
HighMark Capital Management 1999 - 2001
HighMark Capital Management 1998 - 1999
Skills
Equities, Portfolio Management, Investment Strategies, Asset Management, Investments, Asset Allocation
Education
University of California, Berkeley
Loomis Chaffee
The Washington Trust Comany 2011 - Present
US Trust Bank of America Private Wealth Management February 2009 - April 2011
US Trust Bank of America Private Wealth Management May 2007 - January 2009
BankBoston 1988 - 2000
Fidelity Investments 1985 - 1998
Fidelity - Strategic Advisors 1985 - 1998
Skills
Asset Allocation, Asset Management, Alternative Investments, Investment Management, Investment Strategies, Wealth Management..., Fixed Income, Equities, Mutual Funds, Estate Planning, Private Banking, Investment Advisory, High Net Worth..., Investments, Portfolio Management
Education
Boston College 1979 — 1983
US Trust, Bank of America Private Wealth Management July 2007 - Present
United States Trust Company of New York April 2000 - June 2007
Citibank Private Bank, Trusts and Estates Group April 1996 - April 2000
Skills
Investment Strategies, Real Estate, Estate Planning, Business Valuation, Alternative Investments, Investment Management, Chartered Financial..., Oil/Gas, Trust Management, Asset Management, Wealth Management..., Trust Services, Financial Services, Wealth Management, Asset Allocation
Education
New York Law School 1993 — 1996
JD, Law
University of Rhode Island 1988 — 1992
Bachelor's degree, Economics; Literature
Rocky Hill School
US Trust, Bank of America Private Wealth Management June 2008 - Present
Jeffrey D. Katz, PC March 2007 - May 2008
New Jersey Tax Court September 2005 - August 2006
Skills
Estate Planning, Trusts, High Net Worth..., Wealth Management, Estate Tax Planning, Estate Administration, Strategic Financial..., Retirement Planning, Asset Protection, Wealth, Wills, Banking, Domestic Partner..., Cash Flow Forecasting, Trustee
Education
Georgetown University Law Center 2006 — 2008
LLM, Tax Law
Seton Hall University School of Law 2002 — 2005
JD
Bryn Mawr College 1995 — 1999
B.A., German
Wooster School
US Trust Bank of America Private Wealth Management June 2010 - Present
CathRob Holdings, LLC June 2009 - October 2010
Ecclestone Organization August 2008 - June 2009
First Community Bank, N.A. January 2003 - August 2008
Emerson Partners 1992 - 2002
Skills
Asset Management, Private Equity, Alternative Investments, Real Estate Financing, Investments, Commercial Real Estate, Investment Management, Wealth Management..., Series 7, Real Estate Private..., Wealth Management, Strategic Financial..., Financial Analysis
Education
Southwestern Graduate School of Banking 2005 — 2007
Banking
Southern Methodist University - Cox School of Business 2000 — 2002
MBA, Finance, Accounting
Southern Methodist University 1989 — 1993
BA, History
Episcopal High School 1985 — 1989
US Trust, Bank of America Private Wealth Management May 2002 - Present
Arthur Andersen 2000 - 2002
Fidelity Investments 1995 - 2000
Skills
Management, Wealth Management..., High Net Worth..., Asset Allocation, Wealth Management, Asset Management, Series 7, Strategic Planning, Investments, Mutual Funds, Portfolio Management, Alternative Investments, Leadership, Strategic Financial...
Education
Oklahoma State University 1987 — 1991
Bachelor of Science in Business Administration, Finance
Edison High School 1984 — 1987
Edison High School
Michael Best & Friedrich LLP January 2012 - Present
US Trust, Bank of America Private Wealth Management July 2006 - May 2008
Massachusetts Mutual August 2004 - April 2006
Education
Marquette University Law School 2008 — 2011
J.D.
Sewanee-The University of the South 2000 — 2004
BA, Political Science
US Trust, Bank of America Private Wealth Management August 2011 - Present
Weitz & Luxenberg August 2009 - August 2011
Abrams Fensterman January 2008 - April 2009
Honorable Martin Ritholtz, Queens County Supreme Court July 2007 - August 2007
Education
Hofstra University School of Law 2006 — 2009
J.D., cum laude
Yeshiva University 2004 — 2006
B.A., magna cum laude, Economics
Shapiro & Fishman, LLC July 2009 - Present
US Trust, Bank of America Private Wealth Management April 2007 - March 2009
Bank of America April 2006 - April 2007
Nova Southeastern University October 2004 - April 2006
JPMorgan Chase May 2003 - August 2004
JP Morgan Chase, Private Wealth Management May 2002 - April 2003
Education
Nova Southeastern University
Masters; MBA ProgramJan. 2007, Business Administration Concentrated; Finance
Nova Southeastern University
Bachelor of Science, Biology
University of Houston
Bachelor of Science, General Life Science
US Trust, Bank of America Private Wealth Management January 2009 - Present
Merrill Lynch Trust Company, FSB January 2002 - December 2008
Merrill Lynch Trust Company, FSB September 1996 - December 2002
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2004 — 2006
Executive M.B.A., Finance
Thomas M. Cooley Law School 1990 — 1992
J.D., Taxation
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1988
B.S., Economics
Bridgewater Savings Bank January 2009 - Present
US Trust, Bank of America Private Wealth Management 2002 - 2009
Education
Suffolk University - Sawyer Business School 1996 — 2000
MBA, MBA
U.S Trust Bank of America Private Wealth Management September 2007 - Present
Skills
Fixed Income, Asset Allocation, Alternative Investments, Asset Management, Equities, Hedge Funds, Investments, Portfolio Management, Series 7, Wealth Management, Financial Modeling, Mutual Funds, Bloomberg, Capital Markets
Education
Fordham University - Graduate School of Business Administration 2010 — 2013
Master of Business Administration (MBA), Finance
College of the Holy Cross 1999 — 2003
BA, Economics
US Trust Bank of America Private Wealth Management January 2004 - Present
Bank of America Securities December 2000 - December 2003
Donaldson, Lufkin & Jenrette April 1998 - December 2000
Education
UC Santa Cruz 1987 — 1991
Bachelor of Arts (B.A.), Literature
San Francisco State University
International Relations and Affairs
1010XL Jacksonville Sports Radio October 2010 - Present
Voice123 April 2010 - Present
US Trust Bank of America Private Wealth Management March 2007 - August 2010
Skills
Radio, Voice Over, Magazines, Photography, Film, Media Relations, Event Planning, Investments, Management, Public Relations, Social Media, Social Media Marketing, Writing, Press Releases, Sales
Education
University of Florida 1996 — 2001
Bachelor of Arts (B.A.), History
Bristol County Savings Bank Financial Advisory Services March 2009 - Present
US Trust Bank of America Private Wealth Management 2004 - 2009
US Trust 2004 - 2009
Skills
Negotiation, Corporate Development, Financial Analysis, Public Speaking, Series 7, Investment Advisory, Investments, Wealth Management, Asset Allocation, Real Estate, Business Strategy, Portfolio Management, Credit, Investment Management, Strategic Financial..., Mergers & Acquisitions, Insurance, Market Research, Banking, Due Diligence, Business Development, Strategy, Strategic Planning, Asset Managment, New Business Development, Alternative Investments, Asset Management
Education
Providence College 1968 — 1972
BA and MBA, business
US Trust Bank of America Private Wealth Management February 2009 - August 2015
Skills
Strategic Financial..., Asset Allocation, Wealth Management, Mutual Funds, Retirement Planning, Alternative Investments, Investments, Asset Management, Estate Planning, Portfolio Management, Strategic Planning, Wealth Management..., Trusts, Financial Advisory, Asset Managment, Equity Research, Financial Modeling, Investment Advisory, Finance, Fixed Income, Private Equity, Series 7, Capital Markets, Investment Management, Equities, Investment Strategies, Financial Services, Financial Planning
Education
University of Kansas 1986 — 1989
MBA
Fairfield University 1979 — 1983
B.S., Business Management
SunTrust Bank 2012 - Present
US Trust 2009 - 2012
US Trust, Bank of America Private Wealth Management 2003 - 2009
ValleyCrest Companies 2001 - 2003
Skills
Risk Management, Portfolio Management, Wealth Management, Private Banking, Asset Management, Compliance, Project Management, Operational Risk..., Corporate Risk, Marketing
Education
Kennesaw State University - Michael J. Coles College of Business 2011 — 2013
Master of Business Administration (M.B.A.)
Campbell University 1998 — 2001
Bachelor of Business Administration (BBA), Business Administration and Marketing Concentration
US Trust, Bank of America Private Wealth Management July 2011 - Present
Bank of America Merrill Lynch August 2007 - June 2011
Citigroup February 1999 - August 2007
Glendale Community College 2000 - 2000
Glendale Community College 2000 - 2000
J.P. Morgan August 1988 - September 1992
Skills
FINRA Series 7 and 66, Credit, Commercial Banking, Leadership, Credit Analysis, Banking, Commercial Lending, Portfolio Management, Loans, Credit Risk, Small Business Lending, Financial Institutions, Mortgage Lending, Cash Management, Financial Analysis, Financial Modeling
Education
London School of Economics and Political Science
MSc, Accounting & Finance
Polytechnic of North London
Bachelor's degree (Honors), Accounting
The PrivateBank 2012 - Present
US Trust Bank of America Private Wealth Management January 1993 - April 2011
LaSalle Bank 2004 - 2008
BlueStar Ventures January 2000 - December 2004
Skills
Administrative Support, Outlook, Expenses, Word, Spreadsheets, Lotus Notes, PowerPoint
Education
DePaul University 1991 — 1994
Business
US Trust, Bank of America Private Wealth Management October 2013 - Present
Apex Fund Services August 2012 - September 2013
LB&A, Certified Public Accounants, PLLC January 2012 - April 2012
Javerbaum Wurgaft Hicks Kahn Wikstrom & Sinins May 2011 - August 2011
Skills
Microsoft Excel, Bloomberg, Investments, Social Media, Financial Analysis, Microsoft Office, Hedge Funds, Portfolio Management, Mutual Funds, Private Equity, Fund Of Funds, Offshore Funds, Fund Accounting, Fund Administration, Fixed Income, Equities
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2012
BS in Business Administration, Finance
US Trust Bank of America Private Wealth Management April 1987 - Present
U.S.Trust, Bank of America Private Wealth Management 1987 - Present
Harris Bank November 1984 - April 1987
Skills
Banking, Customer Relations, Microsoft Office, Excel, Risk Management
Education
Indiana University Bloomington 1976 — 1984
Juris Doctorate, Law
US Trust, Bank of America Private Wealth Management
Skills
Trust Services, Trust Management, Wealth Management..., Investment Advisory, Investment Management, Private Banking, High Net Worth..., Asset Allocation, Wealth Management
Education
Emory University 1979 — 1983
Bachelor of Arts, Philosophy and Religion
ABA Graduate Trust School Level 1
Druid Hills High School
Freelance Translator January 2012 - Present
US Trust - Bank of America Private Wealth Management December 1998 - January 2010
Consultant June 1993 - December 1997
Skills
Translation, Editing, Proofreading, Microsoft Office, Research, Finance
Education
New York University 2012 — 2013
Certificate in Translation
Canon Financial Institure 1992 — 1993
Trust Education, Estate Planning
Norwalk Community College 1989 — 1992
Associate's Degree, Liberal Arts
Universidade Anhembi Morumbi 1987 — 1989
Comunicação Social, major Marketing, Marketing
US Trust May 2008 - Present
US Trust, Bank of America Private Wealth Management June 1992 - Present
US Trust 1992 - Present
Merrill Lynch June 1989 - April 1992
Merrill Lynch June 1986 - July 1989
AG Becker July 1977 - February 1981
Skills
Portfolio Management, Due Diligence, Securities, Investments, Finance, Wealth Management, Management, Alternative Investments, Asset Management
Education
Presbyterian College 1970 — 1974
Bachelor of Arts, History and Political Science
US Trust, Bank of America Private Wealth Management March 1987 - Present
Skills
Wealth Management, Investment Advisory, Investment Strategies, Series 7, Estate Planning, Asset Allocation
Education
Bentley College 1991 — 1995
MBA, Concentration in taxation
State University of New York College at Cortland 1982 — 1985
Bachelor of Science (BS)
US Trust March 2009 - Present
US Trust, Bank of America Private Wealth Management June 2000 - March 2009
First Union National Bank December 1996 - June 2000
First Union National Bank May 1995 - December 1996
Skills
Investments, Portfolio Management, Investment Strategies, Mutual Funds, Investment Management, Wealth Management..., Retirement, Philanthropy, Wealth Management, Alternative Investments, Asset Allocation
Education
Hampden-Sydney College 1989 — 1993
BA, Economics
The Lawrenceville School 1987 — 1988
US Trust, Bank of America Private Wealth Management November 1991 - March 2015
LaSalle Bank Wealth Management 1991 - 2008
Skills
Estate Planning, Trust Services, IRA's, Retirement Planning, Roth IRA, IRAs, High Net Worth..., Wealth Management, Investment Advisory, Investment Management, Finance, Asset Management, Securities, Wealth Management..., Trusts, Alternative Investments, Asset Allocation, Wealth, Series 7, Mutual Funds, Investment Strategies
Education
Boston University
J.D., Law
Wheaton College
Bachelor of Arts, Psychology
US Trust Bank of America Private Wealth Management January 2007 - Present
Education
DePaul University College of Law 1997 — 1999
Master of Laws (LL.M.), Taxation
Thomas M. Cooley Law School 1993 — 1997
Doctor of Law (J.D.), Law
Seton Hall University 1989 — 1993
BA, Political Science and Government
US Trust, Bank of America Private Wealth Management June 2015 - Present
The NPD Group November 2014 - Present
Education
Penn State University 2012 — 2014
Bachelor of Science (B.S.)
Salisbury University 2010 — 2012
US Trust, Bank of America Private Wealth Management February 2014 - Present
Bank of America May 2010 - January 2014
Brian F. Ludden LLC August 2007 - May 2010
Skills
Business Analysis, Risk Management, Process Improvement, Program Management, Project Management, Requirements Analysis, Financial Analysis, Financial Modeling, Integration, Data Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Business Strategy, Testing, Microsoft Word, Project Portfolio..., Business Requirements, Requirements Gathering, Visio, Change Management
Education
University of North Carolina at Wilmington 2003 — 2007
BS, Business Administration and Management, Finance