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
Aliado Corp 2012 - July 2013
EXIT Realty June 2010 - July 2012
Signature Staging & Redesign, LLC October 2006 - June 2012
Re/Max 2000 - 2010
Credit Suisse First Boston July 1998 - June 1999
Bear Stearns July 1996 - July 1998
US Trust 1986 - 1996
U.S. Trust Bank of America Private Wealth Management 1986 - 1996
JPMorgan Chase September 1980 - February 1986
Skills
Sellers, Selling, Sales, Recruiting, Project Management, Mentoring, Business Information, Building Business..., Building Business..., Marketing, Business Intelligence, Small Business, Negotiation, Real Estate Transactions, Referrals, Management, Real Estate Staging, Real Estate, Listings, Budgets, Property, Home Staging, Investments
Education
St. Peter's College 1994 — 1994
AAS, Business Management (Major) Marketing (Minor)
Brookdale Community College 2010 — 2011
Certificate Program, Healthcare/Information Technology
TheDecorating and Staging Academy (DSA) 2006 — 2006
Certification, Interior Redesigner and Stager
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
U.S. Trust Bank of America Private Wealth Management January 2011 - Present
Bank of America August 2003 - January 2011
AT&T 1995 - 2003
Skills
Banking, Financial Services, Private Banking, Wealth Management, Marketing, Marketing Strategy, Philanthropy, Community Outreach, Community Development, Project Management, Women's Issues, Sponsorship, Metrics, Employee Engagement, Corporate Branding, Non-profit Boards, New Business Development, Strategic Partnerships, Cross-functional Team..., Strategic Planning, Team Leadership, Diversity & Inclusion, Corporate Social...
Education
Howard University
Bachelor's degree, Psychology and Business Management (Minor)
University of Pittsburgh
Master of Business Administration (MBA), Accounting and Finance
Regions Financial Corporation April 2013 - Present
SunTrust Bank 2008 - March 2013
U.S. Trust - Bank of America Private Wealth Management 2006 - 2008
Merrill Lynch, Pierce, Fenner & Smith, Inc 2004 - 2006
A.G. Edwards & Sons, Inc. 1999 - 2003
Equis Corporation 1998 - 1999
Skills
Alternative Investments, Customer Relations, Problem Solving, Investments, Portfolio Management, Financial Modeling, Customer Service, Analysis, Valuation, Loans, Asset Management, New Business Development, Due Diligence, Financial Analysis, Relationship Management, Wealth Management, Start-ups, Risk Management, Fixed Income, Equities, Investment Strategies, Asset Allocation, Capital Markets, Investment Advisory
Education
Emory University - Goizueta Business School 2009 — 2012
MBA, Finance
University of Virginia
BA, Economics
Abbot Downing December 2012 - Present
U.S. Trust Bank of America Private Wealth Management October 2010 - December 2012
Education
University of St. Thomas 2012 — 2016
Master of Business Administration (M.B.A.)
University of Minnesota-Twin Cities 2004 — 2009
B.A. Economics, Minor in Management
The Private Client Reserve of U.S. Bank April 2015 - Present
U.S. Trust Bank of America Private Wealth Management November 2009 - March 2015
Wills for Heroes 2010 - 2014
Wills for Heroes 2010 - 2014
Schmitz & Schmidt, PA January 2009 - May 2009
Fleishman-Hillard Inc May 2005 - November 2005
Texas Farm Bureau August 2003 - December 2003
Skills
Trusts, Editing, Legal Writing, Legal Research, Wills, Nonprofits, Legal Assistance
Education
Hamline University School of Law 2006 — 2009
Juris Doctor
Baylor University 2001 — 2005
Bachelor of Arts, Journalism; Public Relations; Internationalism
U.S. Trust - Bank of America Private Wealth Management August 2015 - Present
GLOBALFOUNDRIES May 2012 - May 2014
Amnion Asset Management August 2010 - April 2012
Skills
Cross-functional Team..., Financial Modeling, Management, Microsoft Office, Financial Analysis, Strategy, Valuation, Microsoft Excel, Cross Selling, Finance, Leadership, Business Strategy, Portfolio Management
Education
Cornell University - Johnson Graduate School of Management 2014 — 2015
Master of Business Administration (M.B.A.)
Texas A&M University 2008 — 2010
Masters, Industrial and Systems Enigneering
U.S. Trust Bank of America Private Wealth Management January 2014 - Present
U.S. Trust Bank of America Private Wealth Management August 2012 - January 2014
U.S. Trust Bank of America Private Wealth Management June 2011 - August 2011
Skills
Financial Modeling, Asset Allocation, Financial Analysis, Wealth Management, Valuation, Investments, Investment Management, Investment Strategies, Alternative Investments, Equity Research, Mutual Funds, Equities, Entrepreneurship, Finance, Securities, Trading, Portfolio Management, Analysis, Asset Management
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science, Finance, Entrepreneurship and Corporate Innovation
The Commerce Trust Company February 2009 - Present
U.S. Trust Bank of America Private Wealth Management July 1992 - February 2009
INTRUST Bank February 1987 - June 1992
Skills
Portfolio Management, Investments, Asset Management, Wealth Management, Asset Allocation, Financial Analysis, Mutual Funds, Investment Management, Banking, Financial Planning, Risk Management
Education
Wichita State University 1989 — 1991
MBA
Kansas State University 1982 — 1986
BS, Finance
U.S. Trust Bank of America Private Wealth Management January 1997 - Present
Bank of America June 1991 - December 1997
Education
Columbia University - Columbia Business School 1984 — 1986
M.B.A., Finance and Marketing
University of Washington
B.B.A., Accounting, Economics
UMB Bank 2008 - Present
BryanMark Financial Group 2006 - 2008
U.S. Trust Bank of America Private Wealth Management 2003 - 2006
Morgan Stanley Smith Barney 2001 - 2003
Prudential Financial 1998 - 2001
Skills
Portfolio Management, Investments, Wealth Management, Investment Strategies, Alternative Investments, Asset Management, Asset Allocation, Mutual Funds, Investment Management, Financial Analysis
Education
Washington University in St. Louis - Olin Business School
Master of Business Administration, Finance
Missouri State University
Bachelor of Science, Management
U.S. Trust January 2015 - Present
U.S. Trust July 2013 - Present
US Trust August 2011 - Present
US Trust, Bank of America June 2010 - August 2011
US Trust, Bank of America Private Wealth Management June 2008 - August 2011
Bank of America Private Bank June 2007 - June 2008
State Street Bank June 2006 - June 2007
Skills
Certified Trust and..., Estate Planning, Investments, Wealth Management..., Investment Management, Strategy, High Net Worth..., Management, Program Management, Tax, Philanthropy, Trust Management, Customer Service, System Administration, Portfolio Management, Banking, Wealth Management, Asset Management, Mutual Funds, Equities
Education
University of Rhode Island 2002 — 2006
Bachelor of Arts (B.A.), Spanish and Communications
HCL AXON March 2013 - Present
Pacific Global Advisors LLC (formerly J.P.Morgan Pension Advisory Group) August 2011 - November 2012
J.P.Morgan - Pension Advisory Group March 2010 - July 2011
Bank of America Merrill Lynch October 2009 - March 2010
The Depository Trust and Clearing Corporation February 2007 - May 2009
U.S. Trust - Bank of America Private Wealth Management June 2006 - February 2007
Morgan Stanley February 2006 - May 2006
Comcast September 2004 - January 2006
Prudential Financial April 2003 - August 2004
Philippine Long Distance Telecommunication Co. 1997 - 2000
Skills
Business Objects, Crystal Reports, Microsoft SQL Server, PL/SQL, .NET, Integration, C#, Data Warehousing, Business Intelligence, ETL, Data Modeling, SDLC, SQL, Oracle, Enterprise Architecture
Education
University of Batangas 1992 — 1996
Bachelor Degree, Computer Science
Wells Fargo Private Bank October 2011 - Present
Bank of America/Merrill Lynch April 2011 - October 2011
US Trust-Bank of America Private Wealth Management April 2001 - April 2011
Bank of America June 1994 - April 2001
Bank of America September 1991 - June 1994
Skills
Banking, Strategy, Loans, Credit, Asset Management, Estate Planning, Financial Advisory, Management, Private Banking, Insurance, Wealth, Commercial Lending, Wealth Management, Portfolio Management, Investment Management, High Net Worth...
Education
University of Pennsylvania - The Wharton School 2009 — 2010
Master of Business Administration (MBA), Executive MBA Program for US Trust, completed 1st year of 2 year program
NASD Series 7 and 66 2001 — 2001
University of Phoenix 1996 — 1999
BSBM, Business Management
California Life Insurance 1996 — 1996
U.S. Trust Bank of America Private Wealth Management April 2004 - Present
Banc of America Securities Prime Brokerage April 2000 - April 2004
Skills
Wealth Management, Portfolio Management, Alternative Investments, Asset Management, Banking, Equities, Fixed Income, Investment Advisory, Investments, Private Banking, Retirement Planning, Series 7, Strategic Financial..., Wealth Management..., Asset Allocation, Financial Planning
Education
University of San Francisco - Masagung Graduate School of Management 1989 — 1993
Master of Business Administration (MBA), Finance, Intl Business
U.S. Trust Bank of America Private Wealth Management December 2012 - Present
Bank of America/Merrill Lynch August 2011 - December 2012
TD Bank September 2010 - May 2011
Regions Bank January 2010 - September 2010
First Guaranty Bank September 2003 - November 2009
Harford Bank December 2001 - August 2003
Bank of America July 2001 - December 2001
Home Day Care Provider November 1997 - June 2001
Hechinger May 1992 - October 1997
Skills
Account Reconciliation, Credit Cards, Accounts Payable, Auditing, Credit, Deposits, Process Improvement, Banking, Employee Relations, Customer Service, Microsoft Word, Onboarding, Microsoft Excel, Training, Microsoft Office
Education
Harford Community College 1991 — 1992
Candidate, Accounting and Finance
Glasgow High School 1982 — 1986
Diploma, College Prep Courses
Relyea Zuckerberg Hanson, LLC July 2012 - Present
U.S. Trust Bank of America Private Wealth Management September 2009 - November 2011
PNC Wealth Management/Hawthorn July 2000 - September 2009
Chase Manhattan Private Wealth Management/PFG June 1994 - July 2000
Connecticut National Bank/Shawmut/Fleet Bank October 1988 - June 1994
Wells Fargo Bank September 1983 - October 1988
Morgan Guaranty Trust Company/JP Morgan September 1971 - September 1983
Skills
Wealth Management, Investments, Private Banking, Strategic Financial..., Investment Banking, Finance, Risk Management, Relationship Management, Business Strategy, Mergers & Acquisitions, Business Development, Executive Management, Alternative Investments, Loans, Securities, High Net Worth...
Education
Cornell University - Johnson Graduate School of Management 1969 — 1971
MBA, Accounting and Finance
DePauw University
Bachelor of Arts (B.A.), Economics
Broadridge Financial Solutions March 2014 - Present
U.S. Trust Bank of America Private Wealth Management January 2013 - February 2014
U.S. Trust Bank of America Private Wealth Management September 2010 - January 2013
U.S. Trust Bank of America Private Wealth Management September 2008 - March 2009
Bank of America June 2006 - September 2008
Paragon Federal Credit Union November 2004 - June 2006
Skills
Credit, Finance, Training, Investments, Mortgage Lending, Loans, Microsoft Excel, Banking, Management, Trust Services, Wealth Management, Sales, Portfolio Management, Accounting, Estate Settlement, Operations Management, Strategic Planning, Account Reconciliation, Strategic Financial..., Asset Management, Private Banking, Relationship Management, Marketing, Real Estate, High Net Worth..., Wealth Management..., SharePoint, Project Management, Financial Analysis, Financial Services, Strategy, Customer Service, Risk Management
Education
Montclair State University 2004 — 2009
BS, Business; Concentrations in Marketing, Finance, and Management
U.S. Trust Bank of America Private Wealth Management July 2012 - Present
U.S. Trust Bank of America Private Wealth Management January 2004 - July 2012
Legg Mason Wealth Management August 2001 - December 2001
Skills
Alternative Investments, Investment Advisory, Retirement Planning, Economics, New Business Development, Team Oriented, Sales Presentations, Tactical Asset..., Equity Research, Capital Markets, Wealth Management..., Equities, Financial Modeling, Asset Managment, Team-oriented, Hedge Funds, Mutual Funds, Investment Management, Asset Allocation, Wealth Management, Investment Strategies, Financial Advisory, Investments, Banking, Wealth, Fixed Income, Risk Management, Finance, High Net Worth..., Strategic Financial..., Portfolio Management, Asset Management, Bonds, Financial Planning
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 2002
BBA, Finance
U.S. Trust Bank of America Private Wealth Management 2014 - Present
Merrill Lynch Trust Company 2012 - 2014
U.S. Trust Bank of America Private Wealth Management 2010 - 2012
EquiSearch Inc. 2007 - 2009
Skills
Alternative Investments, Investments, Equities, Fixed Income, Business Development, Portfolio Management, Asset Management, Asset Allocation, Wealth Management, Investment Management, Mutual Funds, Bloomberg, Hedge Funds, Investment Strategies, Financial Modeling, Financial Analysis
Education
NYU Stern School of Business 2012 — 2014
MBA, Finance
McGill University 2000 — 2004
BA, Economics, Political Science
Georgetown Preparatory School 1996 — 2000
U.S. Trust Bank of America Private Wealth Management February 2014 - Present
U.S. Trust Bank of America Private Wealth Management March 2011 - February 2014
University of Connecticut - Department of Economics April 2009 - December 2010
State of Connecticut Attorney General's Office June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Social Networking, Customer Service, Outlook, Access, Marketing, Research, Time Management
Education
The University of Connecticut 2006 — 2010
Bachelor of Arts, Political Science, Economics
Xavier High School 2002 — 2006
Wilmington Trust August 2013 - Present
U.S. Trust Bank of America Private Wealth Management May 2012 - August 2013
U.S. Trust June 2008 - May 2012
Bank of America May 2007 - August 2007
Skills
Wealth Management..., Trust Services, Trust Management, Wealth Management, High Net Worth..., Wealth, Financial Services, Investment Advisory, Private Banking
Education
University of North Carolina at Chapel Hill 2015 — 2017
Master of Business Administration (M.B.A.), Investment Management
Campbell University 2004 — 2008
BBA, Major: Trust and Investment Management, Minor: Financial Planning, 3.9
U.S. Trust Bank of America Private Wealth Management July 2014 - Present
Edward Jones September 2012 - June 2014
Northwestern Mutual May 2011 - August 2011
Green Solutions, LLC May 2009 - August 2009
Skills
Market Research, Strategy, Leadership, Management, Analysis, Finance, Teamwork, Financial Analysis, Financial Modeling, Investments, Microsoft Excel, Valuation, PowerPoint, Portfolio Management, Data Analysis, Microsoft Office, Strategic Planning, Customer Service, Marketing, Risk Management
Education
The University of Georgia 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
The University of Georgia 2008 — 2012
Bachelor of Business Administration, Finance
Bank of America July 2012 - Present
Bank of America January 2011 - July 2012
Wells Fargo December 2009 - January 2011
U.S. Trust Bank of America Private Wealth Management February 2008 - December 2009
Bank of America February 2005 - February 2008
Wachovia Bank May 2001 - February 2005
EquiFirst Corporation December 1998 - May 2001
Green Tree June 1997 - December 1998
Norwest Financial Inc. August 1996 - June 1997
UPS May 1991 - August 1996
Skills
Banking, Management, Customer Service, Risk Management, Microsoft Office, Project Management, Leadership, Credit, FHA Direct Endorsement..., Mortgage Underwriting, Risk Assessment, Mortgage Banking, Residential Mortgages, Mortgage Industry, Credit Risk, Loss Mitigation, Mortgage Lending, Loans, Financial Risk, Underwriting, Loan Origination, Portfolio Management, FHA, Financial Services
Education
University of North Carolina at Charlotte 1990 — 1995
B.S.B.A. in Marketing and a B.S. in Geography, Marketing and Geography
Keiretsu Forum January 2013 - Present
Washington State University January 2012 - Present
VentureLeap January 2013 - June 2014
MindShare Resource Solutions March 2009 - June 2013
office divvy May 2008 - March 2009
U.S. Trust Bank of America Private Wealth Management May 2000 - March 2008
Skills
Investment Management, Private Equity, Corporate Finance, Venture Capital, Start-ups, Management, Business Strategy, Market Research, Business Development, Entrepreneurship, Financial Analysis, Strategy, Lead Generation, Product Sales, Cross Selling, New Business Development, Sales and Contract..., Client Relations, Territory Management, Management Consulting..., B2B, Inside Sales, Enterprise Sales, Sales Management, Solutions Selling, Direct Sales, Service Sales, CRM, Sales Performance..., Financial Performance..., Investment Solutions, Wealth Management..., Trading, Salesforce.com, Marketing, Training, Launching Start-ups, Sales, Investments
Education
Fairfield University 1994 — 1998
BA, Economics/Finance/MIS
spoakne
U.S. Trust - Bank of America Private Wealth Management January 2011 - Present
Northern Trust Co. July 2007 - January 2011
Harris Private Bank March 2006 - July 2007
Charles Schwab & Co. - U.S. Trust July 1999 - April 2006
Skills
Financial Planning, Wealth Management, Asset Allocation, Asset Management, Series 7, Portfolio Management, Investments, Equities, Banking, Retirement Planning, Securities, Strategic Planning, Succession Planning, Sales Management, Estate Planning, Investment Advisory, New Business Development, Business Planning, Fixed Income, Compliance, Budgeting, Credit, Coaching, Mutual Funds, Trading, Budgets, Strategic Financial..., Asset Managment, ETFs, Relationship Management, Series 63, Hedge Funds, Financial Analysis, Investment Strategies, Wealth Management..., Investment Management, Alternative Investments, Wealth, High Net Worth..., Financial Services, Financial Advisory, Financial Markets, Uniform Combined State..., Private Equity, Series 65, Options, Capital Markets, Private Banking, Bonds, Trust Services
Education
DePaul University 2005 — 2006
Certification, Certificate Program in Financial Planning
University of Kentucky 1998 — 1999
M.A., International Business
University of Kentucky 1996 — 1998
M.A., U.S. Diplomatic History
University of Illinois at Urbana-Champaign 1991 — 1995
B.A., Double Major: History & Political Science
Riverside Research Institute November 2010 - Present
Global Atlantic Partners LLC 2010 - 2014
Global Atlantic Partners LLC 2010 - 2014
Global Atlantic Partners LLC 2010 - 2014
U.S. Trust Bank of America Private Wealth Management July 2007 - April 2009
Hostelling International USA November 1999 - November 2008
US Trust November 2004 - June 2007
Schwab Soundview Capital Markets April 2004 - October 2004
Schwab Soundview Capital Markets June 1999 - March 2004
Charles Schwab November 1996 - May 1999
Skills
Financial Modeling, Financial Analysis, SEC filings, Strategy, Mergers & Acquisitions, Investor Relations, Sarbanes-Oxley Act, Finance, Strategic Planning, Start-ups, Internal Audit, Analysis, Auditing, Accounting
Education
New York University - SCPS 2009 — 2010
Certificate in Real Estate Finance & Investment
University of California, Berkeley, Haas School of Business 1975 — 1977
MBA, Accounting
University of California, Berkeley 1973 — 1975
BS, Business Administration
UBS Private Wealth Management November 2010 - Present
U.S. Trust Bank of America Private Wealth Management October 2005 - October 2010
Bank of America May 2004 - October 2005
Education
Texas A&M University 1999 — 2003
BBA, Marketing
Texas A&M University - Mays Business School 1999 — 2003
Bachelor of Business Administration (BBA), Marketing
Bellaire High School 1995 — 1999
Bank of Tokyo-Mitsubishi UFJ January 2011 - Present
Credit Agricole CIB April 2010 - December 2010
Credit Agricole CIB October 2009 - April 2010
U.S. Trust Bank of America Private Wealth Management June 2001 - July 2008
WPP Group USA January 2001 - June 2001
Skills
Windows
Education
Career Vision 1998 — 1998
MSCE, Technology
New York University 1984 — 1984
Diploma, Computer Technology
U.S. Trust Bank of America Private Wealth Management April 2006 - Present
Bessemer Trust May 1995 - March 2006
Skills
Project Management, Business Analysis, Data Analysis, Project Planning, Training Delivery, Project Communications, Financial Systems Design, User Interface Design, User Acceptance Testing, Support Documentation, Private Banking, Wealth Management, Financial Services, Management, Visio, Requirements Analysis, Business Requirements, Training, Process Improvement, Cross-functional Team..., Business Development, Resource Management, Leadership, Finance
Education
Palm Beach Atlantic University 1991 — 1995
Bachelor of Arts (B.A.), Computer Information Systems
Mosaic October 2013 - Present
U.S. Trust Bank of America Private Wealth Management October 1999 - Present
Hawaiian Trust Company 1989 - 1999
Lesher & Martin Real Estate Appraisal July 1986 - October 1989
Skills
Leases, Property Management, Valuation, CCIM, Commercial Real Estate, Investors, Development, Asset Managment, Real Estate Economics, Real Estate, Disposition, Brokerage, Investments, Negotiation, Asset Management, Mortgage Lending, Market Analysis, Mergers & Acquisitions, Real Estate Financing, Corporate Real Estate, Real Estate Transactions, Alternative Investments, Apartments, Loans, Real Estate Development, Residential Homes, Lease Negotiations, Shopping Centers, Budgets, Location Intelligence, Due Diligence, Portfolio Management, Investment Properties, Acquisitions, Finance, Commercial Mortgages, Strategic Planning, Financial Analysis, Appraisals, Real Estate Private..., Investment Sales, CMBS, Landlords, Trust Services, Financial Structuring, Private Equity, Tenant, 1031 Exchanges
Education
University of Hawaii at Manoa 1977 — 1982
Kaiser High School 1974 — 1977
Wells Fargo Private Bank December 2014 - Present
U.S. Trust - Bank of America Private Wealth Management March 2013 - December 2014
JP Morgan April 2009 - March 2013
Deutsche Bank Private Wealth Management April 2007 - April 2009
Citigroup Private Bank March 2005 - April 2007
United States Army Reserve May 1995 - July 2005
Bank of the West July 2001 - March 2005
Citigroup August 1998 - April 2001
US Army May 1992 - May 1995
Skills
Private Banking, Wealth Management..., Series 7, Equities, Alternative Investments, Investments, Portfolio Management, Wealth Management, Investment Banking, Capital Markets, Private Equity, Asset Managment, Series 63, Valuation, Fixed Income
Education
Columbia University - Columbia Business School 1996 — 1998
Master of Business Administration (MBA), Finance, General
Columbia University - School of International and Public Affairs 1995 — 1998
MIA, Russian Area Studies
United States Military Academy at West Point 1988 — 1992
B.S., Russian and French
Brother Rice High School 1984 — 1988
Fifth Third Bank May 2013 - Present
U.S. Trust Bank of America Private Wealth Management June 2010 - October 2012
Merrill Lynch 2008 - December 2009
Merrill Lynch September 2006 - October 2008
BMO Harris Private Banking 2002 - 2005
Bank of Montreal 1989 - 1999
Skills
Wealth Management, Wealth Preservation..., Relationship Management, New Business Development, Commercial Lending, Business Analysis, Credit Analysis, Structured Finance, Multi-generational..., Commercial Banking, Banking, Capital Markets, Cash Management, Commercial Mortgages, Credit, Equities, Finance, Financial Advisory, Financial Analysis, Financial Markets, Financial Planning, Financial Risk, Investment Advisory, Investment Banking, Investment Management, Loans, Management, Mortgage Lending, Mutual Funds, Private Banking, Retirement Planning, Risk Management, Securities, Series 63, Series 7, Strategic Financial..., Strategy, Working Capital..., Treasury Management
Education
Boston University Questrom School of Business
BSBA, Marketing. International Business
The University of Chicago - Booth School of Business
Master of Business Administration (M.B.A.), Finance, General and Marketing
US Trust February 1981 - Present
U.S. Trust Bank of America Private Wealth Management 1981 - Present
U.S. Trust 1981 - Present
Skills
Wealth Management, Trust Services, Wealth Management..., Alternative Investments, High Net Worth..., Asset Management, Asset Allocation, Series 7, Private Banking, Investment Management, Securities
Education
City University of New York-Brooklyn College 1987 — 1994
U.S. Trust - Bank of America Private Wealth Management November 2012 - Present
CIGNA April 2009 - November 2012
CIGNA June 2007 - March 2009
CIGNA June 2005 - May 2007
CIGNA Retirement & Investment Services November 2002 - May 2005
Pension Fund Evaluations, Inc. April 1998 - October 2002
United States Marine Corps 1987 - 1998
Skills
Investments, Portfolio Management, Risk Management, Asset Allocation, Private Placements, Due Diligence, Asset Management, Credit Analysis, Business Relationship..., Leadership Development, Investment Strategies, Financial Planning, Banking, Bonds, Securities, Strategy, Fixed Income, Leadership, Management
Education
University of California, San Diego 1989 — 1993
B.A., Political Science
U.S. Trust Bank of America Private Wealth Management July 2009 - Present
Atlantic Trust December 2006 - February 2009
Atlantic Trust January 1999 - January 2007
Atlantic Trust January 1997 - January 1999
State Street Corporation January 1996 - January 1997
Education
Boston College - Wallace E. Carroll Graduate School of Management
Masters, Business Administration
Boston College 1992 — 1996
Bachelors of Science, Finance
BlackEdge Capital September 2015 - Present
Marquette Partners November 2011 - September 2015
U.S. Trust Bank of America Private Wealth Management September 2007 - October 2011
Skills
Market Structure, Futures Trading, Economics, CQG, Bloomberg, Equities, Financial Markets, Alternative Investments, Fixed Income, Asset Management, Risk Management, Financial Modeling, Portfolio Management, Asset Allocation, Investments, Trading
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2011
MBA, Finance and Entrepreneurship
Illinois State University 2003 — 2007
B.S., Finance
US Trust, Bank of America Private Wealth Management January 1998 - Present
Wells Fargo March 1996 - December 1997
First Interstate Bank of Oregon October 1988 - March 1996
James Maletis, PC; Furrer & Scott October 1980 - October 1988
Skills
Estate Planning, Trusts, Wealth Management, High Net Worth..., Fiduciary, Estate Tax Planning, Asset Protection, Wills, Estate Law, Tax, Asset Allocation, Retirement, Asset Management, Investment Management, Wealth, Management, Private Banking
Education
ABA National Graduate Trust School 1991 — 1993
Diploma, Trusts, Estates, Investments, Personal Finance, Graduated with Honors
University of Oregon School of Law 1977 — 1980
JD, Law
University of Puget Sound 1973 — 1977
BA, Urban Studies & Economics
First International Bank and Trust April 2015 - Present
U.S. Trust Bank of America Private Wealth Management December 2007 - July 2014
Northwestern Mutual Wealth Management February 2007 - December 2007
USAA Financial Advice Center March 2006 - January 2007
JPMorgan Chase June 2005 - February 2006
American Express Financial Advisors May 2004 - May 2005
Gradient Analytics December 2002 - May 2004
Skills
Wealth Management, Strategic Financial..., Investments, Portfolio Management, Estate Planning, Finance, Asset Management, Insurance, Financial Services, Asset Allocation, Banking, Equities, Financial Advisory, Wealth Management..., Credit, Accounting, Relationship Management, Sales, Analysis, High Net Worth...
Education
Arizona Summit Law School 2010 — 2013
Juris Doctorate
Arizona State University - W. P. Carey School of Business 2007 — 2009
MASTERS, BUSINESS ADMINISTRATION, BUSINESS
W.P. Carey School of BusinessArizona State University 2006 — 2009
BACHELOR OF SCIENCE, FINANCE
Saint Joseph's University 1998 — 2002
BACHELOR OF SCIENCE, INTERDISCIPLINARY HEALTH SERVICES
Archmere Academy 1994 — 1998
Associated Bank November 2011 - Present
U.S. Trust Bank of America Private Wealth Management 2008 - November 2011
LaSalle Bank 2002 - 2008
American National Bank and Trust Company of Chicago June 1982 - October 2002
Skills
Commercial Lending, Commercial Banking, Middle Market, Banking, Credit Analysis, Loans, Asset Management, Wealth Management, Private Banking
Education
Northwestern University - Kellogg School of Management 1988 — 1992
MBA, Marketing/Accounting
University of Illinois at Urbana-Champaign 1978 — 1982
BS, Finance
School name:
US Trust, Bank of America Private Wealth Management May 2007 - Present
Bank of America, Private Wealth Management August 2004 - April 2006
First Citizens Bank & Trust of South Carolina August 2003 - July 2004
Skills
Wealth Management, Estate Planning, Trust Services, Portfolio Management, High Net Worth..., Wealth Management..., Investment Management, Trust Management
Education
Cannon Financial Institute Trust I, II, III 2010 — 2011
University of South Carolina-Columbia 1999 — 2003
Bachelor of Arts in Journalism and Mass Communications, Public Relations
U.S. Trust Bank of America Private Wealth Management October 2012 - Present
J.P. Morgan March 1988 - January 2010
JPMorgan Chase & Company March 1988 - January 2010
Education
New York State Bankers Association - Trust Investment School
Fordham University 1982 — 1986
BA, Economics
Fordham University
Bachelor of Arts, Economics
U.S. Trust Bank of America Private Wealth Management June 2015 - Present
Examiner.com November 2009 - Present
Skills
Microsoft Office, Editing, Legal Writing, Legal Research, Writing, Administration, Hiring, TOEFL, Legal Assistance, Legal Documents, Estate Planning, Tax Preparation, Probate Law, Trusts, Trust Services, Trust Management, Estate Administration, Wealth Preservation..., Wealth Management...
Education
University of Illinois at Urbana-Champaign 2006 — 2009
BA
U.S. Trust Bank of America Private Wealth Management October 2012 - Present
U.S. Trust Bank of America Private Wealth Management July 2006 - Present
Skills
Business Process, Cross-functional Team..., Project Planning, Operational Excellence, Operational Risk..., Banking, Client Relations, Finance, Management, Accounting, Sales, Customer Service
Education
Texas State University-San Marcos 1991 — 1994
B.B.A, Marketing
CME Group October 2012 - January 2013
Barclays Investment Bank July 2011 - January 2012
Barclays Capital Market April 2011 - January 2012
U.S. Trust Bank of America Private Wealth Management December 2006 - May 2011
U.S. Trust Bank of America December 2006 - March 2011
Lehman Brothers July 2006 - December 2006
Willis April 2005 - July 2006
JPMorgan Chase August 1988 - April 2005
Skills
Microsoft Office, Outlook, Concur, QuickBooks, Peachtree, Ariba
Education
Middlesex County College 2012 — 2012
Certificate in Computerized Accounting, Microsoft, Quickbooks, Peachtree and General Accounting
Cornell University 2005 — 2006
Business Writing and Public Speaking
TD Ameritrade February 2013 - Present
CME Group October 2012 - January 2013
Barclays April 2011 - January 2012
U.S. Trust Bank of America Private Wealth Management December 2006 - March 2011
Lehman Brothers July 2006 - December 2006
Willis April 2005 - July 2006
JPMorgan Chase & Co. September 1988 - April 2005
Education
Middlesex County College 2012 — 2012
Computerized Accounting, Microsoft Office and Accounting, A-
Cornell University 2005 — 2006
Business Writing and Public Speaking
Curtis High School 1979 — 1983
High School Diploma