U.S. Trust Company
Description
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 Company 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 Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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U.S. Trust Company Employees
Employee
Years
Job
Industry
Jay Weinschenk Jay Weinschenk's U.S. Trust Company Experience June 2000 - July 2007
Job Senior Client Relations Manager
Industry Internet
Experience
Net Driven December 2009 - Present
U.S. Trust Company June 2000 - July 2007
Skills
Leadership, Marketo, Building Relationships, SEO, Online Marketing, Salesforce.com, New Business Development, Online Advertising, Direct Sales, Marketing Strategy, B2B, Team Leadership, Social Networking
Education
University of Scranton 2007 — 2009
MBA, Marketing/Management
The Catholic University of America 1996 — 2000
BS, Financial Management
Net Driven December 2009 - Present
U.S. Trust Company June 2000 - July 2007
Skills
Leadership, Marketo, Building Relationships, SEO, Online Marketing, Salesforce.com, New Business Development, Online Advertising, Direct Sales, Marketing Strategy, B2B, Team Leadership, Social Networking
Education
University of Scranton 2007 — 2009
MBA, Marketing/Management
The Catholic University of America 1996 — 2000
BS, Financial Management
Christy (Boyd) Kirksey Christy (Boyd) Kirksey's U.S. Trust Company Experience 1993 - 1996
Job Senior Technical Recruiter/ Account Manager Technology, Executive, Projects (ckirksey@datamasters.com)
Industry Information Technology and Services
Experience
DataMasters August 2007 - Present
United Staffing, Inc. August 2006 - July 2007
DataMasters January 1997 - September 2006
U.S. Trust Company 1993 - 1996
Skills
Technical Recruiting, Recruitment Advertising, Resume Writing, Job Search Strategies, Executive Search, Salary Negotiation, Full-cycle Recruiting, Career Advising, Career Pathing, Contract Recruitment, Temporary Staffing, Account Management, New Business Development, Client Services, Client Retention, Negotiation, Rate Negotiation, Supplier Management, Supplier Negotiations, Talent Acquisition, Applicant Tracking..., Candidate Screening, Candidate Development, Candidate Assessment, Candidate Selection, Candidate Generation, Candidates Searching, Job Descriptions, Local Search, Hiring, Hiring/firing, New Hire Orientations, Employee Hiring, Benefits Negotiation, Recruiting, Screening Resumes, Staff Development, Business Intelligence, Sourcing, Management, Customer Retention, Internet Recruiting, Career Counseling, Information Technology, Human Resources, Supply Management, CRM, Staffing Services, Staff Augmentation, Supplier Negotiation
Education
University of North Carolina at Chapel Hill 1986 — 1990
BA
Walter Hines Page High School 1984 — 1986
HS Diploma
DataMasters August 2007 - Present
United Staffing, Inc. August 2006 - July 2007
DataMasters January 1997 - September 2006
U.S. Trust Company 1993 - 1996
Skills
Technical Recruiting, Recruitment Advertising, Resume Writing, Job Search Strategies, Executive Search, Salary Negotiation, Full-cycle Recruiting, Career Advising, Career Pathing, Contract Recruitment, Temporary Staffing, Account Management, New Business Development, Client Services, Client Retention, Negotiation, Rate Negotiation, Supplier Management, Supplier Negotiations, Talent Acquisition, Applicant Tracking..., Candidate Screening, Candidate Development, Candidate Assessment, Candidate Selection, Candidate Generation, Candidates Searching, Job Descriptions, Local Search, Hiring, Hiring/firing, New Hire Orientations, Employee Hiring, Benefits Negotiation, Recruiting, Screening Resumes, Staff Development, Business Intelligence, Sourcing, Management, Customer Retention, Internet Recruiting, Career Counseling, Information Technology, Human Resources, Supply Management, CRM, Staffing Services, Staff Augmentation, Supplier Negotiation
Education
University of North Carolina at Chapel Hill 1986 — 1990
BA
Walter Hines Page High School 1984 — 1986
HS Diploma
Leonard DeProspo, CFA Leonard DeProspo, CFA's U.S. Trust Company Experience July 2001 - April 2005
Job Equity Research Associate, Vice President at CLSA
Industry Investment Management
Experience
CLSA April 2015 - Present
Sterne Agee June 2014 - March 2015
Janney Montgomery Scott May 2006 - June 2014
U.S. Trust Company July 2001 - April 2005
PricewaterhouseCoopers October 2000 - May 2001
Arthur Andersen June 1999 - July 2000
Skills
Financial Analysis, Valuation, Due Diligence, Equities, Strategy, Investments, Mergers & Acquisitions, Equity Research, Finance, Portfolio Management, Insurance, Mutual Funds, Investment Management, Strategic Planning, Hedge Funds, Forecasting, Equity Valuation, Bloomberg, Financial Modeling, Series 7, Securities, Fixed Income, Capital Markets, Character Education, Kindness, Philanthropy, Long Distance Running, Trail Running, Personal Financial..., Investment Banking
Education
Emory University
MBA, Finance and Strategy
University of Richmond 1995 — 1999
BA/BS, Finance and International Business
Bishop Eustace 1991 — 1995
CLSA April 2015 - Present
Sterne Agee June 2014 - March 2015
Janney Montgomery Scott May 2006 - June 2014
U.S. Trust Company July 2001 - April 2005
PricewaterhouseCoopers October 2000 - May 2001
Arthur Andersen June 1999 - July 2000
Skills
Financial Analysis, Valuation, Due Diligence, Equities, Strategy, Investments, Mergers & Acquisitions, Equity Research, Finance, Portfolio Management, Insurance, Mutual Funds, Investment Management, Strategic Planning, Hedge Funds, Forecasting, Equity Valuation, Bloomberg, Financial Modeling, Series 7, Securities, Fixed Income, Capital Markets, Character Education, Kindness, Philanthropy, Long Distance Running, Trail Running, Personal Financial..., Investment Banking
Education
Emory University
MBA, Finance and Strategy
University of Richmond 1995 — 1999
BA/BS, Finance and International Business
Bishop Eustace 1991 — 1995
Brett Dammann Brett Dammann's U.S. Trust Company Experience 2000 - 2005
Job Market Growth & Development Manager at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank May 2005 - Present
U.S. Trust Company 2000 - 2005
California Bank & Trust 1998 - 2000
Wells Fargo Private Bank 1989 - 1998
Skills
Wealth Management, Investments, Investment Strategies, Financial Services, Securities, Series 63, Asset Allocation, Portfolio Management, Alternative Investments, Asset Managment, Investment Management, Series 7, Investment Advisory, Mutual Funds, Private Banking, Strategic Financial..., Wealth Management..., High Net Worth..., Retirement Planning, Wealth
Education
Arizona State University 1984 — 1988
B.S., Journalism & Public Relations
Wells Fargo Private Bank May 2005 - Present
U.S. Trust Company 2000 - 2005
California Bank & Trust 1998 - 2000
Wells Fargo Private Bank 1989 - 1998
Skills
Wealth Management, Investments, Investment Strategies, Financial Services, Securities, Series 63, Asset Allocation, Portfolio Management, Alternative Investments, Asset Managment, Investment Management, Series 7, Investment Advisory, Mutual Funds, Private Banking, Strategic Financial..., Wealth Management..., High Net Worth..., Retirement Planning, Wealth
Education
Arizona State University 1984 — 1988
B.S., Journalism & Public Relations
Gary L. Van Arnam Gary L. Van Arnam's U.S. Trust Company Experience September 1993 - September 2006
Job Senior Vice President, The Northern Trust Company Orange County and Desert Communities
Industry Financial Services
Experience
The Northern Trust Company September 2006 - Present
US Trust Company September 1993 - September 2006
Skills
Asset Management, Portfolio Management, Private Banking, Investments, Financial Planning, Wealth Management, Estate Planning, Retirement Planning, Trusts, Succession Planning, Asset, Strategic Financial..., Asset Managment, Mergers & Acquisitions, Finance, Alternative Investments, Wealth, Asset Allocation, Securities, Investment Advisory, Wealth Management..., Investment Strategies, High Net Worth..., ETFs, Investment Management, Fixed Income, Mutual Funds, Equities, Series 7, Trust Services, Series 63, Bloomberg, Financial Services, Private Equity, Hedge Funds, Financial Advisory, Financial Markets, Series 65, Capital Markets, Relationship Management, Derivatives, Structured Products, Investment Banking, Trading
Education
California State University-Long Beach
Bachelors, Finance Management
The Northern Trust Company September 2006 - Present
US Trust Company September 1993 - September 2006
Skills
Asset Management, Portfolio Management, Private Banking, Investments, Financial Planning, Wealth Management, Estate Planning, Retirement Planning, Trusts, Succession Planning, Asset, Strategic Financial..., Asset Managment, Mergers & Acquisitions, Finance, Alternative Investments, Wealth, Asset Allocation, Securities, Investment Advisory, Wealth Management..., Investment Strategies, High Net Worth..., ETFs, Investment Management, Fixed Income, Mutual Funds, Equities, Series 7, Trust Services, Series 63, Bloomberg, Financial Services, Private Equity, Hedge Funds, Financial Advisory, Financial Markets, Series 65, Capital Markets, Relationship Management, Derivatives, Structured Products, Investment Banking, Trading
Education
California State University-Long Beach
Bachelors, Finance Management
Louise Lussoro Louise Lussoro's U.S. Trust Company Experience October 1990 - March 2012
Job *
Industry Internet
Experience
Hewlett-Packard July 2010 - March 2012
US Trust Company October 1990 - March 2012
Skills
Video Conferencing, Data Base Administrator, Reservation Systems &..., Esecutive Secretary, Communications Analyst, Bank Officer, Administrative Assistant, Office Manager, Solution Selling
Education
Kingsborough Community College 1969 — 1971
Associate of Arts (AA), Liberal Arta
Hewlett-Packard July 2010 - March 2012
US Trust Company October 1990 - March 2012
Skills
Video Conferencing, Data Base Administrator, Reservation Systems &..., Esecutive Secretary, Communications Analyst, Bank Officer, Administrative Assistant, Office Manager, Solution Selling
Education
Kingsborough Community College 1969 — 1971
Associate of Arts (AA), Liberal Arta
Byron Snider, CFA Byron Snider, CFA's U.S. Trust Company Experience August 1994 - September 2003
Job President of West Oak Capital, LLC
Industry Investment Management
Experience
West Oak Capital, LLC September 2003 - Present
U.S. Trust Company August 1994 - September 2003
Dimensional Fund Advisors August 1987 - August 1994
Education
Harvard Business School 1985 — 1987
MBA, Finance and Operations Management
University of California, Los Angeles 1980 — 1983
BA, Economics
West Oak Capital, LLC September 2003 - Present
U.S. Trust Company August 1994 - September 2003
Dimensional Fund Advisors August 1987 - August 1994
Education
Harvard Business School 1985 — 1987
MBA, Finance and Operations Management
University of California, Los Angeles 1980 — 1983
BA, Economics
Debbie Pollack Debbie Pollack's U.S. Trust Company Experience November 1999 - November 2004
Job Actor / Teacher / Inn Keeper
Industry Entertainment
Experience
Getting On on HBO July 2014 - Present
Digital Repertory Theater Company June 2014 - Present
ACTOR BUSINESS BASICS January 2013 - Present
American Academy of Dramatic Arts February 2014 - Present
Various Studios June 1976 - Present
Thomas Lavin September 2013 - December 2013
Loring Ward January 2005 - June 2005
U.S. Trust Company November 1999 - November 2004
American Cancer Society June 1996 - November 1999
Skills
Asset Managment, Feature Films, Entertainment, Television, Strategic Planning, Comedy, Relationship Management, Film, Acting, Public Speaking, Marketing, Film Production, New Business Development, Business Strategy, Asset Allocation, Mortgage Lending, Commercial Lending, Event Management, Fundraising, Social Media Marketing, Short Films, Commercials, Directing, Management, Independent Film, Asset Management, Investments, Casting, Drama, Video Production, Finance, Sales
Education
Carnegie Mellon University 2010 — 2015
Music Theater
UCLA
BA, Theater Film and Television
Getting On on HBO July 2014 - Present
Digital Repertory Theater Company June 2014 - Present
ACTOR BUSINESS BASICS January 2013 - Present
American Academy of Dramatic Arts February 2014 - Present
Various Studios June 1976 - Present
Thomas Lavin September 2013 - December 2013
Loring Ward January 2005 - June 2005
U.S. Trust Company November 1999 - November 2004
American Cancer Society June 1996 - November 1999
Skills
Asset Managment, Feature Films, Entertainment, Television, Strategic Planning, Comedy, Relationship Management, Film, Acting, Public Speaking, Marketing, Film Production, New Business Development, Business Strategy, Asset Allocation, Mortgage Lending, Commercial Lending, Event Management, Fundraising, Social Media Marketing, Short Films, Commercials, Directing, Management, Independent Film, Asset Management, Investments, Casting, Drama, Video Production, Finance, Sales
Education
Carnegie Mellon University 2010 — 2015
Music Theater
UCLA
BA, Theater Film and Television
Rusty Bryson, CPA/PFS, CFP Rusty Bryson, CPA/PFS, CFP's U.S. Trust Company Experience August 2002 - August 2005
Job Managing Director at Cary Street Partners
Industry Financial Services
Experience
Cary Street Partners April 2011 - Present
GenSpring Family Offices August 2004 - April 2011
US Trust Company August 2002 - August 2005
Skills
Wealth Management, Hedge Funds, Alternative Investments, Asset Allocation, Asset Managment, Investments, Investment Strategies
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1992 — 1993
Masters, Accounting
University of North Carolina at Chapel Hill 1990 — 1992
Bachelors, Economics
Guilford College 1988 — 1990
Cary Street Partners April 2011 - Present
GenSpring Family Offices August 2004 - April 2011
US Trust Company August 2002 - August 2005
Skills
Wealth Management, Hedge Funds, Alternative Investments, Asset Allocation, Asset Managment, Investments, Investment Strategies
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1992 — 1993
Masters, Accounting
University of North Carolina at Chapel Hill 1990 — 1992
Bachelors, Economics
Guilford College 1988 — 1990
Shelly Lyn Rostosky Shelly Lyn Rostosky's U.S. Trust Company Experience 1999 - 2007
Job Senior Wealth Strategist and Client Services Executive
Industry Financial Services
Experience
Cypress Capital Group/Cypress Trust Company 2007 - 2011
U.S. Trust Company 1999 - 2007
U.S. Trust Company 1997 - 1999
U.S. Trust Company 1995 - 1996
Shawmut Bank Connecticut 1994 - 1995
Skills
Problem Solving, Outstanding..., Analytical Skills, Oral & Written..., Client Focus, Forward Thinking, Organization, Energetic team player, Entrepreneurial spirit, Strategic Planning, Relationship Management, Adaptability, Project Coordination
Education
New England School of Banking 1996 — 1997
Trust Program
Bryn Mawr College 1987 — 1991
BA, Mathematics
College for Financial Planning
CFP, Certified Financial Planner
Cypress Capital Group/Cypress Trust Company 2007 - 2011
U.S. Trust Company 1999 - 2007
U.S. Trust Company 1997 - 1999
U.S. Trust Company 1995 - 1996
Shawmut Bank Connecticut 1994 - 1995
Skills
Problem Solving, Outstanding..., Analytical Skills, Oral & Written..., Client Focus, Forward Thinking, Organization, Energetic team player, Entrepreneurial spirit, Strategic Planning, Relationship Management, Adaptability, Project Coordination
Education
New England School of Banking 1996 — 1997
Trust Program
Bryn Mawr College 1987 — 1991
BA, Mathematics
College for Financial Planning
CFP, Certified Financial Planner
Heidi Will Heidi Will's U.S. Trust Company Experience March 1988 - May 1992
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2011 - Present
Ameriprise Financial Services, Inc. November 2008 - September 2011
US Trust Company March 1988 - May 1992
Skills
Financial Analysis, Financial Planning, Investments
Education
Cornell University 1983 — 1987
BS, Finance
Northfield Mount Hermon 1981 — 1983
Ameriprise Financial Services, Inc. October 2011 - Present
Ameriprise Financial Services, Inc. November 2008 - September 2011
US Trust Company March 1988 - May 1992
Skills
Financial Analysis, Financial Planning, Investments
Education
Cornell University 1983 — 1987
BS, Finance
Northfield Mount Hermon 1981 — 1983
Karen McGill Karen McGill's U.S. Trust Company Experience January 1982 - January 1986
Job Independent Contractor at StratComm
Industry Legal Services
Experience
StratComm December 2014 - Present
McGill & Associates September 1999 - Present
Lee & Associates, Inc 1999 - 2010
US Trust Company January 1982 - January 1986
Skills
Depositions, Hearings, Court Reporting, Courts, Arbitration, Transcription Services, Investigation, Legal Writing, Litigation Support, Civil Litigation
Education
Westfield State University 1978 — 1982
B.S., Business Administration
Girls Latin School/Boston Latin Academy 1972 — 1978
Diploma, College Preparatory
Aquinas College 1998 — 1999
Court Reporting
StratComm December 2014 - Present
McGill & Associates September 1999 - Present
Lee & Associates, Inc 1999 - 2010
US Trust Company January 1982 - January 1986
Skills
Depositions, Hearings, Court Reporting, Courts, Arbitration, Transcription Services, Investigation, Legal Writing, Litigation Support, Civil Litigation
Education
Westfield State University 1978 — 1982
B.S., Business Administration
Girls Latin School/Boston Latin Academy 1972 — 1978
Diploma, College Preparatory
Aquinas College 1998 — 1999
Court Reporting
Darren Snyder's U.S. Trust Company Experience 1998 - 1999
Job President of Marilyn K. Snyder Real Estate, Inc.
Industry Real Estate
Experience
Marilyn K. Snyder Real Estate, Inc. April 2001 - Present
Knowledge Strategies Group 1999 - 2001
U.S. Trust Company 1998 - 1999
Skills
Licensed PA Broker of..., Investments, Real Estate, Negotiation, Marketing Strategy, Investment Properties, Advertising, Business Management, Customer Service, Management, Public Relations, Buyers, Contract Negotiation, First Time Home Buyers, Marketing, Property, Real Estate Transactions, Rentals, Sales, Sellers, Selling, Short Sales
Education
King's College 1996 — 1998
BS, Economics
University of Scranton 1994 — 1996
Biology, General
Marilyn K. Snyder Real Estate, Inc. April 2001 - Present
Knowledge Strategies Group 1999 - 2001
U.S. Trust Company 1998 - 1999
Skills
Licensed PA Broker of..., Investments, Real Estate, Negotiation, Marketing Strategy, Investment Properties, Advertising, Business Management, Customer Service, Management, Public Relations, Buyers, Contract Negotiation, First Time Home Buyers, Marketing, Property, Real Estate Transactions, Rentals, Sales, Sellers, Selling, Short Sales
Education
King's College 1996 — 1998
BS, Economics
University of Scranton 1994 — 1996
Biology, General
Georgia Urbano Raysman Georgia Urbano Raysman's U.S. Trust Company Experience 1987 - 1992
Job Publisher at NantucketChronicle, LLC
Industry Marketing and Advertising
Experience
NantucketChronicle, LLC March 2012 - Present
ACKSocial 2010 - April 2012
U.S. Trust Company 1987 - 1992
Willkie Farr & Gallagher 1979 - 1985
Proskauer Rose LLP September 1974 - January 1979
Skills
Facebook, Entrepreneur, Social Media Marketing, Non-profits, Social Networking, Writing, Social Media, Editing, Blogging, Entrepreneurship, Photography, Nonprofits, Public Relations, Email Marketing, Fundraising, Copywriting, Marketing Strategy, Marketing, Online Advertising, Marketing Communications, Publishing, Press Releases, Online Marketing, Public Speaking
Education
Columbia Law School 1971 — 1974
J.D., Law
Connecticut College 1964 — 1968
A.B., English literature
NantucketChronicle, LLC March 2012 - Present
ACKSocial 2010 - April 2012
U.S. Trust Company 1987 - 1992
Willkie Farr & Gallagher 1979 - 1985
Proskauer Rose LLP September 1974 - January 1979
Skills
Facebook, Entrepreneur, Social Media Marketing, Non-profits, Social Networking, Writing, Social Media, Editing, Blogging, Entrepreneurship, Photography, Nonprofits, Public Relations, Email Marketing, Fundraising, Copywriting, Marketing Strategy, Marketing, Online Advertising, Marketing Communications, Publishing, Press Releases, Online Marketing, Public Speaking
Education
Columbia Law School 1971 — 1974
J.D., Law
Connecticut College 1964 — 1968
A.B., English literature
Christopher J. DeMonte, CFA Christopher J. DeMonte, CFA's U.S. Trust Company Experience January 2000 - October 2004
Job Senior Vice President, Wealth Advisor at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman Wealth Management September 2013 - Present
JP Morgan Private Bank December 2009 - September 2013
Citi Private Bank November 2007 - December 2009
Optimum Investment Advisors, LLC April 2006 - October 2007
Northern Trust October 2004 - April 2006
U.S. Trust Company January 2000 - October 2004
Skills
Asset Allocation, Wealth Management, High Net Worth..., Portfolio Management, Alternative Investments, Investments, Management, Financial Advisory, Private Banking, Fixed Income, Investment Strategies, Wealth, Wealth Management..., Series 7
Education
University of Wisconsin, Madison 1989 — 1993
Bachelor of Arts, Political Science, International Relations
Universidad de Sevilla 1992 — 1992
Neuberger Berman Wealth Management September 2013 - Present
JP Morgan Private Bank December 2009 - September 2013
Citi Private Bank November 2007 - December 2009
Optimum Investment Advisors, LLC April 2006 - October 2007
Northern Trust October 2004 - April 2006
U.S. Trust Company January 2000 - October 2004
Skills
Asset Allocation, Wealth Management, High Net Worth..., Portfolio Management, Alternative Investments, Investments, Management, Financial Advisory, Private Banking, Fixed Income, Investment Strategies, Wealth, Wealth Management..., Series 7
Education
University of Wisconsin, Madison 1989 — 1993
Bachelor of Arts, Political Science, International Relations
Universidad de Sevilla 1992 — 1992
Denise George Denise George's U.S. Trust Company Experience 1999 - 2002
Job Experienced Law Firm Marketing and Business Development Director
Industry Legal Services
Experience
Sussman Shank LLP 2009 - Present
Bullivant Houser Bailey PC 2003 - 2009
Stoel Rives LLP 2002 - 2003
U.S. Trust Company 1999 - 2002
Skills
Marketing Management, Legal Marketing, Marketing, Marketing Communications, Business Development, Services Marketing, Event Management, Event Planning, Media Relations, Advertising, Email Marketing, Marketing Strategy, Social Media, Social Media Marketing, Internal Communications, Corporate Communications, Corporate Branding, Brand Development, Public Releations, Press Releases, Brand Management, Project Management, Professional..., Professional...
Education
Southern Oregon University 1995 — 1999
B.A., Business Administration and Marketing
Sussman Shank LLP 2009 - Present
Bullivant Houser Bailey PC 2003 - 2009
Stoel Rives LLP 2002 - 2003
U.S. Trust Company 1999 - 2002
Skills
Marketing Management, Legal Marketing, Marketing, Marketing Communications, Business Development, Services Marketing, Event Management, Event Planning, Media Relations, Advertising, Email Marketing, Marketing Strategy, Social Media, Social Media Marketing, Internal Communications, Corporate Communications, Corporate Branding, Brand Development, Public Releations, Press Releases, Brand Management, Project Management, Professional..., Professional...
Education
Southern Oregon University 1995 — 1999
B.A., Business Administration and Marketing
Wallace Legg Wallace Legg's U.S. Trust Company Experience January 1995 - April 1999
Job Owner/Manager at W.V. Legg Financial Management, LLC
Industry Investment Management
Experience
W.V. Legg Financial Management, LLC July 2012 - Present
Morgan Stanley Smith Barney July 2008 - June 2012
Cypress Capital Group September 2006 - January 2008
Nothern Trust May 1999 - August 2006
US. Trust Company January 1995 - April 1999
SunTrust Bank 1994 - 1995
Bankers Trust 1990 - 1994
Skills
Finance, Strategic Financial..., Estate Planning, Bonds, Wealth Management..., Derivatives, Financial Modeling, Valuation, Capital Markets, Bloomberg, Financial Services, Options, Financial Analysis, Retirement, ETFs, Financial Markets, Trading, Financial Advisory, Private Equity, Wealth
Education
Florida Atlantic University 1987 — 1989
Master of Business Administration (M.B.A.), Finance, 3.6
Florida Atlantic University 1985 — 1987
Bachelor of Business Administration (B.B.A.), Finance, General, 3.6 Honors
W.V. Legg Financial Management, LLC July 2012 - Present
Morgan Stanley Smith Barney July 2008 - June 2012
Cypress Capital Group September 2006 - January 2008
Nothern Trust May 1999 - August 2006
US. Trust Company January 1995 - April 1999
SunTrust Bank 1994 - 1995
Bankers Trust 1990 - 1994
Skills
Finance, Strategic Financial..., Estate Planning, Bonds, Wealth Management..., Derivatives, Financial Modeling, Valuation, Capital Markets, Bloomberg, Financial Services, Options, Financial Analysis, Retirement, ETFs, Financial Markets, Trading, Financial Advisory, Private Equity, Wealth
Education
Florida Atlantic University 1987 — 1989
Master of Business Administration (M.B.A.), Finance, 3.6
Florida Atlantic University 1985 — 1987
Bachelor of Business Administration (B.B.A.), Finance, General, 3.6 Honors
Lawrie Foster Lawrie Foster's U.S. Trust Company Experience 2003 - 2006
Job Portfolio Manager/Analyst at Woodstock Corporation
Industry Financial Services
Experience
Woodstock Corporation August 2006 - Present
U.S. Trust Company 2003 - 2006
State Street Global Advisors 1997 - 2003
BancBoston Capital 1988 - 1996
Education
Babson College - Franklin W. Olin Graduate School of Business 1986 — 1987
MBA, Finance
Colby College
AB, Gov't, Economics
Woodstock Corporation August 2006 - Present
U.S. Trust Company 2003 - 2006
State Street Global Advisors 1997 - 2003
BancBoston Capital 1988 - 1996
Education
Babson College - Franklin W. Olin Graduate School of Business 1986 — 1987
MBA, Finance
Colby College
AB, Gov't, Economics
GARY GIKHER GARY GIKHER's U.S. Trust Company Experience April 2000 - August 2001
Job Business Development Branch Manager @ Popular Community Bank 9176931578
Industry Banking
Experience
Popular Community Bank June 2014 - Present
Citi January 2014 - June 2014
Amalgamated Bank October 2010 - January 2014
Valley National Bank April 2007 - October 2010
CAPITAL ONE BANK May 2004 - April 2007
BANK LEUMI USA August 2001 - May 2004
U.S. Trust Company April 2000 - August 2001
U.S. Trust Company January 1999 - April 2000
Chase Manhattan Bank April 1998 - January 1999
Chase Manhattan Bank January 1997 - April 1998
Skills
Commercial Banking, Project Management, Sales Management, Small Business Lending, Commercial Lending, Loans, Banking, Credit, Investments, Portfolio Management, Finance, Retail Banking, Business Development, Financial Services, Relationship Management, Financial Risk, Credit Analysis, Cash Management, Risk Management, Management, Credit Risk, Loan Origination, Cross Selling, Consumer Lending, Insurance, Branch Management, Mortgage Banking, Mortgage Lending, Asset Based Lending, AML, Branch Banking
Education
City University of New York-Baruch College 1989 — 1993
Bachelor
Popular Community Bank June 2014 - Present
Citi January 2014 - June 2014
Amalgamated Bank October 2010 - January 2014
Valley National Bank April 2007 - October 2010
CAPITAL ONE BANK May 2004 - April 2007
BANK LEUMI USA August 2001 - May 2004
U.S. Trust Company April 2000 - August 2001
U.S. Trust Company January 1999 - April 2000
Chase Manhattan Bank April 1998 - January 1999
Chase Manhattan Bank January 1997 - April 1998
Skills
Commercial Banking, Project Management, Sales Management, Small Business Lending, Commercial Lending, Loans, Banking, Credit, Investments, Portfolio Management, Finance, Retail Banking, Business Development, Financial Services, Relationship Management, Financial Risk, Credit Analysis, Cash Management, Risk Management, Management, Credit Risk, Loan Origination, Cross Selling, Consumer Lending, Insurance, Branch Management, Mortgage Banking, Mortgage Lending, Asset Based Lending, AML, Branch Banking
Education
City University of New York-Baruch College 1989 — 1993
Bachelor
Scott A. Salisbury Scott A. Salisbury's U.S. Trust Company Experience 1997 - 2004
Job Senior Vice President Wealth Advisor at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo September 2008 - Present
Fieldpoint Private 2007 - 2008
Silvercrest Asset Management 2004 - 2006
U.S. Trust Company 1997 - 2004
Bankers Trust Company of Florida 1996 - 1997
Bessemer Trust Company, N.A. 1985 - 1996
Chester Harris & Company 1983 - 1985
Skills
Wealth Transfer, Asset Allocation, Wealth Management, Investments, Wealth Management..., Investment Management, Investment Advisory..., Estate Planning, Strategic Financial..., Financial Services, Asset, Tax, Employee Benefits, Alternative Investments, Asset Managment, Portfolio Management
Education
Columbia Business School 1990 — 1992
MBA, EMBA
Tulane University 1979 — 1983
BA, Economics/Communications
Cardinal Newman 1975 — 1979
H.S. Diploma
Wells Fargo September 2008 - Present
Fieldpoint Private 2007 - 2008
Silvercrest Asset Management 2004 - 2006
U.S. Trust Company 1997 - 2004
Bankers Trust Company of Florida 1996 - 1997
Bessemer Trust Company, N.A. 1985 - 1996
Chester Harris & Company 1983 - 1985
Skills
Wealth Transfer, Asset Allocation, Wealth Management, Investments, Wealth Management..., Investment Management, Investment Advisory..., Estate Planning, Strategic Financial..., Financial Services, Asset, Tax, Employee Benefits, Alternative Investments, Asset Managment, Portfolio Management
Education
Columbia Business School 1990 — 1992
MBA, EMBA
Tulane University 1979 — 1983
BA, Economics/Communications
Cardinal Newman 1975 — 1979
H.S. Diploma
Anna Aronov-Tolmach's U.S. Trust Company Experience January 2005 - September 2007
Job Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management May 2011 - Present
Citigroup September 2007 - November 2010
U.S. Trust Company January 2005 - September 2007
Bessemer Trust September 2001 - January 2005
JPMorgan November 1998 - September 2001
ZYGA Corporation November 1996 - November 1998
Skills
Data Warehousing, Informatica, DB2, Oracle, Sybase, SDLC, Microstrategy, Data Modeling, SOA, SQL, Siebel, ETL, Business Analysis, Access, Requirements Analysis, CRM, IT Strategy, Business Intelligence, Requirements Gathering, Agile Methodologies, Software Project..., Enterprise Architecture, Visio, Solution Architecture, Data Integration, Database Design, PMO, Databases, Data Migration, Business Requirements, Systems Analysis, Business Objects, PMP, Data Warehouse...
Education
Montclair State University 1995 — 1998
Bachelor of Science, Computer Science
UBS Wealth Management May 2011 - Present
Citigroup September 2007 - November 2010
U.S. Trust Company January 2005 - September 2007
Bessemer Trust September 2001 - January 2005
JPMorgan November 1998 - September 2001
ZYGA Corporation November 1996 - November 1998
Skills
Data Warehousing, Informatica, DB2, Oracle, Sybase, SDLC, Microstrategy, Data Modeling, SOA, SQL, Siebel, ETL, Business Analysis, Access, Requirements Analysis, CRM, IT Strategy, Business Intelligence, Requirements Gathering, Agile Methodologies, Software Project..., Enterprise Architecture, Visio, Solution Architecture, Data Integration, Database Design, PMO, Databases, Data Migration, Business Requirements, Systems Analysis, Business Objects, PMP, Data Warehouse...
Education
Montclair State University 1995 — 1998
Bachelor of Science, Computer Science
Gretchen Ullrich PMP Gretchen Ullrich PMP's U.S. Trust Company Experience December 2004 - April 2007
Job Project Manager, Consultant at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2015 - Present
AIG February 2013 - May 2015
Standard & Poor's February 2012 - January 2013
Citigroup Global Markets, Inc. December 2010 - January 2012
BNY Mellon April 2007 - December 2010
U.S. Trust Company December 2004 - April 2007
Quick & Reilly (FleetBoston Financial) September 2000 - May 2003
AXA Client Solutions June 1999 - September 2000
Deutsche Bank North America 1997 - 1999
Crédit Lyonnais June 1992 - June 1997
Skills
Business Analysis, SDLC, Agile Methodologies, Vendor Management, Quality Assurance, Six Sigma, Project Governance, CMM, RUP, Corporate Actions, Fund Administration, Reviews, Risk Management, PMO, Portfolio Management, Program Management, Process Improvement, Change Management, Project Management, Requirements Gathering, Strategy, Capital Markets, Financial Analysis, Project Planning, Business Strategy, Management, Project Portfolio..., Derivatives, Trading, Analysis, Back Office, Team Building, Fixed Income, Leadership, Business Process..., Business Development, Financial Services, Trading Systems, PMP, Software Project..., Governance, Analytics, Relationship Management, IT Strategy, Business Process..., Outsourcing, Banking, Equities, Software Documentation, Financial Risk
Education
Baruch College, City University of New York (CUNY)
MBA, Finance and Investment Banking
The University of Connecticut
Bachelor of Science, Design and Resource Management
Credit Suisse May 2015 - Present
AIG February 2013 - May 2015
Standard & Poor's February 2012 - January 2013
Citigroup Global Markets, Inc. December 2010 - January 2012
BNY Mellon April 2007 - December 2010
U.S. Trust Company December 2004 - April 2007
Quick & Reilly (FleetBoston Financial) September 2000 - May 2003
AXA Client Solutions June 1999 - September 2000
Deutsche Bank North America 1997 - 1999
Crédit Lyonnais June 1992 - June 1997
Skills
Business Analysis, SDLC, Agile Methodologies, Vendor Management, Quality Assurance, Six Sigma, Project Governance, CMM, RUP, Corporate Actions, Fund Administration, Reviews, Risk Management, PMO, Portfolio Management, Program Management, Process Improvement, Change Management, Project Management, Requirements Gathering, Strategy, Capital Markets, Financial Analysis, Project Planning, Business Strategy, Management, Project Portfolio..., Derivatives, Trading, Analysis, Back Office, Team Building, Fixed Income, Leadership, Business Process..., Business Development, Financial Services, Trading Systems, PMP, Software Project..., Governance, Analytics, Relationship Management, IT Strategy, Business Process..., Outsourcing, Banking, Equities, Software Documentation, Financial Risk
Education
Baruch College, City University of New York (CUNY)
MBA, Finance and Investment Banking
The University of Connecticut
Bachelor of Science, Design and Resource Management
Susan Stack Susan Stack's U.S. Trust Company Experience April 2000 - June 2005
Job Receptionist at Ward Black Law
Industry Law Practice
Experience
American Red Cross Greensboro September 2011 - Present
Ward Black Law January 2013 - September 2013
Ward Black Law April 2012 - December 2012
Guilford Merchants Association January 2007 - June 2012
United Arts Council of Greater Greensboro July 2005 - January 2011
U.S. Trust Company April 2000 - June 2005
Skills
Executive/Administrative..., Relationship Building, Problem Solving, Customer Relations, Outstanding..., Team Building, Volunteer Management, Scheduling, Newsletters, Excelled on annual..., Data Entry, Microsoft Office, Constant Contact, Event Planning, Customer Service, Microsoft Word, Nonprofits, Budgets, Process Scheduler, Editing, Teaching, Fundraising, Sales, Event Management, Community Outreach, Community Development, Program Management, Training, Management
Education
Miami University
Psychology, 2.5
University of North Carolina at Greensboro
Accounting 1 & 2, 3.0
American Red Cross Greensboro September 2011 - Present
Ward Black Law January 2013 - September 2013
Ward Black Law April 2012 - December 2012
Guilford Merchants Association January 2007 - June 2012
United Arts Council of Greater Greensboro July 2005 - January 2011
U.S. Trust Company April 2000 - June 2005
Skills
Executive/Administrative..., Relationship Building, Problem Solving, Customer Relations, Outstanding..., Team Building, Volunteer Management, Scheduling, Newsletters, Excelled on annual..., Data Entry, Microsoft Office, Constant Contact, Event Planning, Customer Service, Microsoft Word, Nonprofits, Budgets, Process Scheduler, Editing, Teaching, Fundraising, Sales, Event Management, Community Outreach, Community Development, Program Management, Training, Management
Education
Miami University
Psychology, 2.5
University of North Carolina at Greensboro
Accounting 1 & 2, 3.0
David Vollmayer David Vollmayer's U.S. Trust Company Experience 1978 - 2001
Job Consultant, financial executive, board member
Industry Management Consulting
Experience
Morris Habitat for Humanity 2011 - Present
Liberator Management Company, LLC 2003 - Present
Nonprofit Finance Fund 1998 - Present
U.S. Trust Company 1978 - 2001
Education
Fairleigh Dickinson University
BS, Economics
Fordham University
MBA, Finance
Morris Habitat for Humanity 2011 - Present
Liberator Management Company, LLC 2003 - Present
Nonprofit Finance Fund 1998 - Present
U.S. Trust Company 1978 - 2001
Education
Fairleigh Dickinson University
BS, Economics
Fordham University
MBA, Finance
Steve Sterling's U.S. Trust Company Experience 1984 - 1986
Job Commercial Business Analyst at Siemens Energy
Industry Oil & Energy
Experience
Siemens Energy June 2012 - Present
Siemens Energy Inc November 2008 - June 2012
Channel Intelligence April 2007 - June 2008
SAIC March 2006 - January 2007
SAIC January 2004 - March 2006
SAIC March 1998 - December 2003
EIS International 1997 - 1998
US Home Corporation 1994 - 1997
American Red Cross 1986 - 1994
US Trust Company 1984 - 1986
Skills
Financial Analysis, Forecasting, Financial Reporting, SOX, Budgeting, Business Planning, SAP, Excel, PowerPoint, Performance Analysis, Government Accounting, Budgets, Microsoft Excel, QuickBooks, General Ledger, Sarbanes-Oxley Act, Fixed Assets, Cost Accounting, Payroll, CRM, Project Planning, Cash Flow, Accounting, Strategic Financial..., Finance, Management, Variance Analysis, Leadership, Analysis, Financial Planning
Education
George Mason University 1988 — 1993
BS, Accounting
Siemens Energy June 2012 - Present
Siemens Energy Inc November 2008 - June 2012
Channel Intelligence April 2007 - June 2008
SAIC March 2006 - January 2007
SAIC January 2004 - March 2006
SAIC March 1998 - December 2003
EIS International 1997 - 1998
US Home Corporation 1994 - 1997
American Red Cross 1986 - 1994
US Trust Company 1984 - 1986
Skills
Financial Analysis, Forecasting, Financial Reporting, SOX, Budgeting, Business Planning, SAP, Excel, PowerPoint, Performance Analysis, Government Accounting, Budgets, Microsoft Excel, QuickBooks, General Ledger, Sarbanes-Oxley Act, Fixed Assets, Cost Accounting, Payroll, CRM, Project Planning, Cash Flow, Accounting, Strategic Financial..., Finance, Management, Variance Analysis, Leadership, Analysis, Financial Planning
Education
George Mason University 1988 — 1993
BS, Accounting
David Russell Schilling David Russell Schilling's U.S. Trust Company Experience May 1986 - May 1987
Job Writer, Researcher IndustryTap.com Open Networker 4.5k+ Seeking high tech experts & inventors for articles, podcasts.
Industry Information Technology and Services
Experience
E.F. Schilling & Sons, Inc. June 2006 - Present
Citizens Investment Services July 2005 - May 2006
A.G. Edwards & Sons, Inc. April 1999 - December 2004
Telergy Network Services, Inc. January 1998 - April 1999
Pacific Link Multimedia Services, Inc., Tokyo June 1993 - May 1995
U.S. Trust Company May 1986 - May 1987
American Stock Exchange, New York August 1985 - October 1986
Skills
Social Media Marketing, Social Media, Investments, Advertising, Public Relations, Marketing, Blogging, Researchers, Marketing Strategy, Sales, Digital Marketing, Corporate Communications, Email Marketing, Online Marketing, Media Relations, Business Development, Entrepreneurship, Research, Lead Generation, Portfolio Management, Publishing, Content Management, Management, Start-ups, Strategy, Strategic Communications, Mutual Funds, Web Content, New Media, Social Networking, Digital Media, Market Research, Integrated Marketing, Leadership, Online Advertising, SEO, Direct Marketing, Marketing Communications, Strategic Partnerships, Copywriting, Content Strategy, Content Development, Business development
Education
Cornell University 1982 — 1985
BS, ILR (Pre-Law/Economics)
Syracuse University 1981 — 1982
john schilling, Liberal Arts and Sciences, General Studies and Humanities
Hobart William Smith 1980 — 1981
Liberal Arts and Sciences/Liberal Studies
Mercersburg Academy 1979 — 1980
Fayetteville Manlius 1976 — 1978
E.F. Schilling & Sons, Inc. June 2006 - Present
Citizens Investment Services July 2005 - May 2006
A.G. Edwards & Sons, Inc. April 1999 - December 2004
Telergy Network Services, Inc. January 1998 - April 1999
Pacific Link Multimedia Services, Inc., Tokyo June 1993 - May 1995
U.S. Trust Company May 1986 - May 1987
American Stock Exchange, New York August 1985 - October 1986
Skills
Social Media Marketing, Social Media, Investments, Advertising, Public Relations, Marketing, Blogging, Researchers, Marketing Strategy, Sales, Digital Marketing, Corporate Communications, Email Marketing, Online Marketing, Media Relations, Business Development, Entrepreneurship, Research, Lead Generation, Portfolio Management, Publishing, Content Management, Management, Start-ups, Strategy, Strategic Communications, Mutual Funds, Web Content, New Media, Social Networking, Digital Media, Market Research, Integrated Marketing, Leadership, Online Advertising, SEO, Direct Marketing, Marketing Communications, Strategic Partnerships, Copywriting, Content Strategy, Content Development, Business development
Education
Cornell University 1982 — 1985
BS, ILR (Pre-Law/Economics)
Syracuse University 1981 — 1982
john schilling, Liberal Arts and Sciences, General Studies and Humanities
Hobart William Smith 1980 — 1981
Liberal Arts and Sciences/Liberal Studies
Mercersburg Academy 1979 — 1980
Fayetteville Manlius 1976 — 1978
Peggy Pogue Steiner Peggy Pogue Steiner's U.S. Trust Company Experience 1989 - 1995
Job Realtor at William Meier Real Estate
Industry Real Estate
Experience
William Meier Real Estate February 2015 - Present
Rodan + Fields Dermatologists 2013 - Present
Daniel Gale Sotheby's International Realty 2009 - February 2015
William Pitt Sotheby's International Realty January 2009 - July 2014
Rockefeller & Company, Inc. April 1995 - July 1997
U.S. Trust Company of New York 1989 - 1995
U.S. Trust Company 1989 - 1995
Citibank 1989 - 1995
Skills
Sellers, Relocation, Condos, Luxury, First Time Home Buyers, Single Family Homes, Real Estate, Buyer Representation, Investment Properties, Listings, Short Sales, New Home Sales, Referrals, Residential Homes, Foreclosures, 1031 Exchanges, Buyers, Income Properties, Move Up Buyers, REO, Real Estate Transactions, Relocation Buyers, Seniors, ABR, Townhomes, Rentals, Waterfront, Vacation Homes, e-PRO
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
Smith College 1977 — 1981
AB, English and Education
William Meier Real Estate February 2015 - Present
Rodan + Fields Dermatologists 2013 - Present
Daniel Gale Sotheby's International Realty 2009 - February 2015
William Pitt Sotheby's International Realty January 2009 - July 2014
Rockefeller & Company, Inc. April 1995 - July 1997
U.S. Trust Company of New York 1989 - 1995
U.S. Trust Company 1989 - 1995
Citibank 1989 - 1995
Skills
Sellers, Relocation, Condos, Luxury, First Time Home Buyers, Single Family Homes, Real Estate, Buyer Representation, Investment Properties, Listings, Short Sales, New Home Sales, Referrals, Residential Homes, Foreclosures, 1031 Exchanges, Buyers, Income Properties, Move Up Buyers, REO, Real Estate Transactions, Relocation Buyers, Seniors, ABR, Townhomes, Rentals, Waterfront, Vacation Homes, e-PRO
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
Smith College 1977 — 1981
AB, English and Education
Thomas Giddings's U.S. Trust Company Experience October 1993 - July 2007
Job Senior Managing Director & Head of Sales, First Foundation Advisors
Industry Investment Management
Experience
First Foundation Advisors September 2008 - Present
Lehman Brothers July 2007 - September 2008
US Trust Company October 1993 - July 2007
Security Pacific July 1990 - October 1993
Skills
Alternative Investments, Asset Managment, Strategic Financial..., Financial Advisory, High Net Worth..., Investment Banking, Asset Allocation, Wealth Management, Investments, Private Equity, Equities, Investment Management, Investment Advisory, Investment Strategies, Portfolio Management, Fixed Income, Series 7, Wealth Management..., Asset Management, Financial Planning, Hedge Funds, Loans
Education
Boston University Questrom School of Business 1987 — 1990
BS/BA, Finance
Vermont Academy 1985 — 1986
First Foundation Advisors September 2008 - Present
Lehman Brothers July 2007 - September 2008
US Trust Company October 1993 - July 2007
Security Pacific July 1990 - October 1993
Skills
Alternative Investments, Asset Managment, Strategic Financial..., Financial Advisory, High Net Worth..., Investment Banking, Asset Allocation, Wealth Management, Investments, Private Equity, Equities, Investment Management, Investment Advisory, Investment Strategies, Portfolio Management, Fixed Income, Series 7, Wealth Management..., Asset Management, Financial Planning, Hedge Funds, Loans
Education
Boston University Questrom School of Business 1987 — 1990
BS/BA, Finance
Vermont Academy 1985 — 1986
Leslie St. Bernard, CPA, MST's U.S. Trust Company Experience January 1998 - October 2000
Job Financial Accounting and Information Technology Professional
Industry Accounting
Experience
LAS Associates December 2009 - Present
Yonkers Community Action Program, Inc July 2007 - April 2009
Adolescent and Family Comprehensive Service, Inc. July 2006 - July 2007
LAS Associates January 2001 - December 2006
US Trust Company January 1998 - October 2000
Long Island Rail Road August 1986 - December 1998
Bloomingdale's January 1985 - August 1986
Touche Ross October 1981 - December 1985
New York State Medicaid Management Information System October 1979 - October 1981
Skills
Auditing, Internal Audit, Financial Accounting, Internal Controls, Project Management, Consulting, Finance, Financial Audits, External Audit, Information Technology, Staff Development, Benefits Administration, Facilities Management, Investment Strategies, Non-profits, Nonprofits, Information Security, Publishing, Lean Management, Risk Management, Training, Financial Statement..., Operational audits, Financial Policies &..., Nonprofit Management, Business Education, Word for MACs, Excel for MACs
Education
Pace University 2002 — 2005
MST, Business & Adolescent Education
New York University 1980 — 1984
Certicate, Computer Programming w COBOL Programming Specialty
City University of New York-Herbert H. Lehman College 1975 — 1979
BA, Accounting
Brooklyn Technical H. S. 1967 — 1970
Academic Diploma, College Preparatory
LAS Associates December 2009 - Present
Yonkers Community Action Program, Inc July 2007 - April 2009
Adolescent and Family Comprehensive Service, Inc. July 2006 - July 2007
LAS Associates January 2001 - December 2006
US Trust Company January 1998 - October 2000
Long Island Rail Road August 1986 - December 1998
Bloomingdale's January 1985 - August 1986
Touche Ross October 1981 - December 1985
New York State Medicaid Management Information System October 1979 - October 1981
Skills
Auditing, Internal Audit, Financial Accounting, Internal Controls, Project Management, Consulting, Finance, Financial Audits, External Audit, Information Technology, Staff Development, Benefits Administration, Facilities Management, Investment Strategies, Non-profits, Nonprofits, Information Security, Publishing, Lean Management, Risk Management, Training, Financial Statement..., Operational audits, Financial Policies &..., Nonprofit Management, Business Education, Word for MACs, Excel for MACs
Education
Pace University 2002 — 2005
MST, Business & Adolescent Education
New York University 1980 — 1984
Certicate, Computer Programming w COBOL Programming Specialty
City University of New York-Herbert H. Lehman College 1975 — 1979
BA, Accounting
Brooklyn Technical H. S. 1967 — 1970
Academic Diploma, College Preparatory
Erin Hayes Erin Hayes's U.S. Trust Company Experience August 1998 - August 2003
Job Human Resources Coordinator at Select Specialty Hospital
Industry Construction
Experience
Select Specialty Hospital January 2013 - Present
Kayser-Roth Corporation April 2010 - December 2012
Member in Transition December 2008 - April 2010
IES Commercial August 2004 - December 2008
U.S. Trust Company August 1998 - August 2003
Tanger Properties May 1997 - May 1998
Levolor Home Fashions - a Newell Company May 1993 - April 1997
Skills
Human Resources, Recruiting, Management, Applicant Tracking..., Onboarding, Employee Benefits, HR Policies, Talent Management, New Hire Orientations
Education
University of Phoenix 2005 — 2007
MBA, Human Resource Management
Guilford College 2000 — 2004
BS, Business
Select Specialty Hospital January 2013 - Present
Kayser-Roth Corporation April 2010 - December 2012
Member in Transition December 2008 - April 2010
IES Commercial August 2004 - December 2008
U.S. Trust Company August 1998 - August 2003
Tanger Properties May 1997 - May 1998
Levolor Home Fashions - a Newell Company May 1993 - April 1997
Skills
Human Resources, Recruiting, Management, Applicant Tracking..., Onboarding, Employee Benefits, HR Policies, Talent Management, New Hire Orientations
Education
University of Phoenix 2005 — 2007
MBA, Human Resource Management
Guilford College 2000 — 2004
BS, Business
Annea Claire Annea Claire's U.S. Trust Company Experience September 2002 - February 2005
Job Sr. Consultant in Working Capital at SAP
Industry Information Technology and Services
Experience
SAP March 2015 - Present
DeMoss Capital, Inc. May 2013 - November 2014
EAS Advisors, LLC September 2008 - January 2013
Ospraie Management, LLC July 2007 - July 2008
Gruss Co., LLC February 2005 - June 2007
U.S. Trust Company September 2002 - February 2005
Anderson Dailey, LLP December 2001 - August 2002
Skills
Hedge Funds, Alternative Investments, Investor Relations, Due Diligence, Investments, Wealth Management, Mutual Funds, Management, Equities, Asset Management, Options, Commodity, CRM, Investment Management, Funding, Asset Allocation, Portfolio Management, Fixed Income, Asset Managment, Marketing, Client Relations, Client Services, Business Travel, Finance, Client Liaison, Client Presentation, Client Development
Education
Agnes Scott College 1998 — 2002
BA, Business, Econ, Psychology
· Economic policy semester at the American University
SAP March 2015 - Present
DeMoss Capital, Inc. May 2013 - November 2014
EAS Advisors, LLC September 2008 - January 2013
Ospraie Management, LLC July 2007 - July 2008
Gruss Co., LLC February 2005 - June 2007
U.S. Trust Company September 2002 - February 2005
Anderson Dailey, LLP December 2001 - August 2002
Skills
Hedge Funds, Alternative Investments, Investor Relations, Due Diligence, Investments, Wealth Management, Mutual Funds, Management, Equities, Asset Management, Options, Commodity, CRM, Investment Management, Funding, Asset Allocation, Portfolio Management, Fixed Income, Asset Managment, Marketing, Client Relations, Client Services, Business Travel, Finance, Client Liaison, Client Presentation, Client Development
Education
Agnes Scott College 1998 — 2002
BA, Business, Econ, Psychology
· Economic policy semester at the American University
Jayne Stevens Jayne Stevens's U.S. Trust Company Experience October 1989 - November 1994
Job NJ Licensed Massage Therapist
Industry Health, Wellness and Fitness
Experience
Be Well Therapeutic Massage 2012 - Present
Cortiva Institute October 2014 - Present
Body Balance Massage Therapy & Health Studio September 2014 - Present
Massage Envy Spa February 2013 - September 2014
Ariana Day Spa July 2012 - July 2013
Cadaret Grant December 2006 - January 2010
Bank of New York Mellon January 2006 - September 2006
Fred Alger & Co., Inc. February 1996 - December 2004
Seligman Data Corp October 1995 - February 1996
US Trust Company October 1989 - November 1994
Skills
Mutual Funds, Corporate Trust, Shareholder Services, Customer Service, Customer Satisfaction, Call Center, Call Center Development, Data Administration, Securities, Exchange Traded Funds, Unit Investment Trusts, Investor Services, World Class Customer..., Therapeutic Massage, Swedish Massage, Sports Massage, Neuromuscular Therapy, Deep Tissue Massage, Myofascial, Customer Service..., Customer Service..., ACD Management, VRS Support and..., Chair Massage, Performance Management, Performance Appraisal, Performance Measurement, Personnel Management, Staff Management, Coaching Staff, Swedish, Shareholder, Financial Services, ETFs, Call Centers, PNF, Management, Managerial Finance, Myofascial Release, Team Building, Training, Leadership, CRM, Risk Management, Bodywork, Trigger Point Therapy
Education
State University of New York College at Oswego 1982 — 1986
Cortiva Institute-New Jersey 2015 — 2015
Manual Lymph Drainage: Full Body Immune System Enhancement: 7 Hours Certificate of Completion
Education and Training Solutions 2014 — 2014
Prenatal Massage: Myth and Reality
Cortiva Institute-New Jersey 2014 — 2014
PNF: Increasing the Range of Motion in Clients
Cortiva Institute-New Jersey 2013 — 2013
Massage for Migraines
Cortiva Institute-New Jersey 2013 — 2013
Therapeutic Massage Using Hot & Cold Stones
Cortiva Institute-New Jersey 2012 — 2012
Licensed Massage Therapist
Be Well Therapeutic Massage 2012 - Present
Cortiva Institute October 2014 - Present
Body Balance Massage Therapy & Health Studio September 2014 - Present
Massage Envy Spa February 2013 - September 2014
Ariana Day Spa July 2012 - July 2013
Cadaret Grant December 2006 - January 2010
Bank of New York Mellon January 2006 - September 2006
Fred Alger & Co., Inc. February 1996 - December 2004
Seligman Data Corp October 1995 - February 1996
US Trust Company October 1989 - November 1994
Skills
Mutual Funds, Corporate Trust, Shareholder Services, Customer Service, Customer Satisfaction, Call Center, Call Center Development, Data Administration, Securities, Exchange Traded Funds, Unit Investment Trusts, Investor Services, World Class Customer..., Therapeutic Massage, Swedish Massage, Sports Massage, Neuromuscular Therapy, Deep Tissue Massage, Myofascial, Customer Service..., Customer Service..., ACD Management, VRS Support and..., Chair Massage, Performance Management, Performance Appraisal, Performance Measurement, Personnel Management, Staff Management, Coaching Staff, Swedish, Shareholder, Financial Services, ETFs, Call Centers, PNF, Management, Managerial Finance, Myofascial Release, Team Building, Training, Leadership, CRM, Risk Management, Bodywork, Trigger Point Therapy
Education
State University of New York College at Oswego 1982 — 1986
Cortiva Institute-New Jersey 2015 — 2015
Manual Lymph Drainage: Full Body Immune System Enhancement: 7 Hours Certificate of Completion
Education and Training Solutions 2014 — 2014
Prenatal Massage: Myth and Reality
Cortiva Institute-New Jersey 2014 — 2014
PNF: Increasing the Range of Motion in Clients
Cortiva Institute-New Jersey 2013 — 2013
Massage for Migraines
Cortiva Institute-New Jersey 2013 — 2013
Therapeutic Massage Using Hot & Cold Stones
Cortiva Institute-New Jersey 2012 — 2012
Licensed Massage Therapist
Kelly Hanratty's U.S. Trust Company Experience 1992 - 1996
Job CPA
Industry Financial Services
Experience
Self-Employed CPA 2002 - Present
U.S. Trust Company 1992 - 1996
Skills
Wealth Management, Tax, Certified Divorce..., Experience with Family...
Education
Bentley College
Masters in Taxation
Ithaca College
BS, Accounting
Self-Employed CPA 2002 - Present
U.S. Trust Company 1992 - 1996
Skills
Wealth Management, Tax, Certified Divorce..., Experience with Family...
Education
Bentley College
Masters in Taxation
Ithaca College
BS, Accounting
Thomas Aites Thomas Aites's U.S. Trust Company Experience 1983 - 1987
Job Sr. Vice President & New England Regional Credit Head at TD Bank
Industry Banking
Experience
TD Bank August 2010 - Present
Sovereign Bank June 1988 - December 2009
US Trust Company 1983 - 1987
Education
Dartmouth College
BA, Psychology
Suffolk University - Sawyer Business School
MBA, Finance
TD Bank August 2010 - Present
Sovereign Bank June 1988 - December 2009
US Trust Company 1983 - 1987
Education
Dartmouth College
BA, Psychology
Suffolk University - Sawyer Business School
MBA, Finance
Lynne Russell's U.S. Trust Company Experience January 2001 - January 2007
Job Senior Relationship Manager Investment Management
Industry Financial Services
Experience
MCMURREY INVESTMENT ADVISORS, LLC March 2010 - Present
MERRILL LYNCH PRIVATE BANKING & INVESTMENT GROUP May 2007 - March 2010
U.S. TRUST COMPANY January 2001 - January 2007
WASHINGTON MUTUAL FINANCIAL SERVICES January 1999 - January 2001
UMB Bank January 1996 - January 1999
American Airlines January 1991 - January 1996
Skills
Finance
Education
California State University-Fullerton 1988 — 1990
BA, Business Administration
MCMURREY INVESTMENT ADVISORS, LLC March 2010 - Present
MERRILL LYNCH PRIVATE BANKING & INVESTMENT GROUP May 2007 - March 2010
U.S. TRUST COMPANY January 2001 - January 2007
WASHINGTON MUTUAL FINANCIAL SERVICES January 1999 - January 2001
UMB Bank January 1996 - January 1999
American Airlines January 1991 - January 1996
Skills
Finance
Education
California State University-Fullerton 1988 — 1990
BA, Business Administration
Dale Kindregan Dale Kindregan's U.S. Trust Company Experience March 1997 - 2001
Job Director Institutional Marketing, Endowments and Foundations at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors May 2012 - Present
PineBridge Investments 2005 - November 2011
Russell Investments 2001 - 2005
U.S. Trust Company March 1997 - 2001
Glenmede Trust Company 1991 - 1997
Del-Vest, Inc.-Bank of Delaware 1986 - 1991
Skills
FINRA Series 7, 63 and...
Education
University of Pennsylvania - The Wharton School 1987 — 1989
Graduate Management Program, Business
The College of William and Mary 1983 — 1986
BA, Psychology
Principal Global Investors May 2012 - Present
PineBridge Investments 2005 - November 2011
Russell Investments 2001 - 2005
U.S. Trust Company March 1997 - 2001
Glenmede Trust Company 1991 - 1997
Del-Vest, Inc.-Bank of Delaware 1986 - 1991
Skills
FINRA Series 7, 63 and...
Education
University of Pennsylvania - The Wharton School 1987 — 1989
Graduate Management Program, Business
The College of William and Mary 1983 — 1986
BA, Psychology
Dan Pitts Dan Pitts's U.S. Trust Company Experience November 1990 - August 1993
Job Regional Director Business Planning and Event Execution at The Freeman Company
Industry Events Services
Experience
The Freeman Company July 2014 - Present
The Freeman Company July 2013 - June 2014
The Freeman Company June 2011 - June 2013
Champion Exposition Services November 2009 - June 2011
Champion Exposition Services / The Colonnade Group June 2004 - November 2009
Champion Exposition Services March 1999 - June 2004
Town of Needham, MA - Park and Recreation Commission November 1995 - March 1999
Wallace Civic Center October 1994 - November 1995
U.S. Trust Company November 1990 - August 1993
Town of Needham, MA - Needham High School August 1988 - November 1990
Skills
Meeting Planning, Event Management, Trade Shows, Management, Corporate Events, Sports Marketing, Sponsorship, Event Planning, Relationship Marketing, CRM, Hospitality, Entertainment, Budgets, Marketing, Creative Direction, Hotels, Marketing Communications, Social Media Marketing, Sales, Live Events, Contract Negotiation, Hospitality Industry, Customer Service
Education
University of Massachusetts, Amherst 1993 — 1994
M.S., Sport Management
University of Massachusetts Boston 1986 — 1990
B.S., Management
The Freeman Company July 2014 - Present
The Freeman Company July 2013 - June 2014
The Freeman Company June 2011 - June 2013
Champion Exposition Services November 2009 - June 2011
Champion Exposition Services / The Colonnade Group June 2004 - November 2009
Champion Exposition Services March 1999 - June 2004
Town of Needham, MA - Park and Recreation Commission November 1995 - March 1999
Wallace Civic Center October 1994 - November 1995
U.S. Trust Company November 1990 - August 1993
Town of Needham, MA - Needham High School August 1988 - November 1990
Skills
Meeting Planning, Event Management, Trade Shows, Management, Corporate Events, Sports Marketing, Sponsorship, Event Planning, Relationship Marketing, CRM, Hospitality, Entertainment, Budgets, Marketing, Creative Direction, Hotels, Marketing Communications, Social Media Marketing, Sales, Live Events, Contract Negotiation, Hospitality Industry, Customer Service
Education
University of Massachusetts, Amherst 1993 — 1994
M.S., Sport Management
University of Massachusetts Boston 1986 — 1990
B.S., Management
Lindy Sherwood Lindy Sherwood's U.S. Trust Company Experience June 2000 - April 2005
Job President and Managing Director at Kaspick & Company
Industry Financial Services
Experience
Kaspick & Company May 2011 - Present
Northern Trust February 2005 - May 2011
U.S. Trust Company June 2000 - April 2005
Charles Schwab February 1993 - June 2000
Citibank 1980 - 1992
Skills
Asset Management, Financial Services, Wealth Management..., Private Banking, Executive Management, Managing Business Growth, Strategic Planning, Marketing Strategy
Education
University of California, Santa Barbara
BA, Psychology
University of California, Santa Barbara
Bachelor's degree, Psychology
Kaspick & Company May 2011 - Present
Northern Trust February 2005 - May 2011
U.S. Trust Company June 2000 - April 2005
Charles Schwab February 1993 - June 2000
Citibank 1980 - 1992
Skills
Asset Management, Financial Services, Wealth Management..., Private Banking, Executive Management, Managing Business Growth, Strategic Planning, Marketing Strategy
Education
University of California, Santa Barbara
BA, Psychology
University of California, Santa Barbara
Bachelor's degree, Psychology
Jeannine Rizzo Jeannine Rizzo's U.S. Trust Company Experience 1993 - 1995
Job Keynote Speaker, Executive/Life Coach, Writer
Industry Management Consulting
Experience
The Inside Edge Corp May 2005 - Present
Dale Carnegie Training September 2001 - May 2005
SunTrust Bank September 1999 - September 2001
First Union National Bank March 1995 - September 1999
US Trust Company 1993 - 1995
Skills
Executive Coaching, Coaching, Performance Management, Strategic Planning, Talent Management, Organizational Design, Employee Training, Acquisition Integration, Sales, Environmental Impact..., Leadership Development, Organizational..., Business Impact Analysis, Team Building, Management Consulting, 360 Feedback, Blended Learning, Business Development, Change Management, Career Development, Consulting, Culture Change, Conflict Resolution, Emotional Intelligence, Employee Benefits, Employee Engagement, Employee Relations, Executive Development, Human Resources, Instructional Design, Interviews, Leadership, Management Development, Onboarding, Organizational..., Performance Improvement, Personal Development, Personnel Management, Public Speaking, Recruiting, Staff Development, Strategy, Strategic Partnerships, Succession Planning, Talent Acquisition, Training, Training Delivery, Workshop Facilitation, MBTI
Education
New York Institute of Technology 1995 — 1997
Masters Degree, Psychology
New York Institute of Technology 1986 — 1989
Bachelors Degree, Business Management
The Inside Edge Corp May 2005 - Present
Dale Carnegie Training September 2001 - May 2005
SunTrust Bank September 1999 - September 2001
First Union National Bank March 1995 - September 1999
US Trust Company 1993 - 1995
Skills
Executive Coaching, Coaching, Performance Management, Strategic Planning, Talent Management, Organizational Design, Employee Training, Acquisition Integration, Sales, Environmental Impact..., Leadership Development, Organizational..., Business Impact Analysis, Team Building, Management Consulting, 360 Feedback, Blended Learning, Business Development, Change Management, Career Development, Consulting, Culture Change, Conflict Resolution, Emotional Intelligence, Employee Benefits, Employee Engagement, Employee Relations, Executive Development, Human Resources, Instructional Design, Interviews, Leadership, Management Development, Onboarding, Organizational..., Performance Improvement, Personal Development, Personnel Management, Public Speaking, Recruiting, Staff Development, Strategy, Strategic Partnerships, Succession Planning, Talent Acquisition, Training, Training Delivery, Workshop Facilitation, MBTI
Education
New York Institute of Technology 1995 — 1997
Masters Degree, Psychology
New York Institute of Technology 1986 — 1989
Bachelors Degree, Business Management
Carlos Luciano Carlos Luciano's U.S. Trust Company Experience January 1986 - September 1992
Job AML Compliance Vice President at UBS Wealth Management
Industry Banking
Experience
UBS Wealth Management April 2015 - Present
Citi October 2014 - February 2015
Deutsche Bank June 2014 - October 2014
JPMorgan Chase October 2011 - May 2013
BNY Mellon January 2006 - April 2010
The Bank of New York Mellon April 1999 - January 2006
US Bank July 1997 - April 1999
JP Morgan Chase September 1992 - June 1997
United States Air Force January 1990 - January 1995
US Trust Company January 1986 - September 1992
Skills
Capital Markets, Corporate Trust, Investments, Municipal Bonds, Risk Management, Equities, Corporate Finance, Customer Service, Securities, Banking, Credit, Fixed Income, Financial Services, Mutual Funds, Due Diligence, Structured Finance, Finance, Relationship Management, Project Finance, Commercial Banking, Bonds, Financial Markets, Global Custody, Asset Management, Mortgage Lending, AML, Bloomberg, Structured Products, KYC, Hedge Funds, Portfolio Management, Derivatives, Loans, Investment Banking
Education
Hofstra University 2001 — 2004
BS, Finance
Pace University 1997 — 2001
B.S. Degree, Psychology and Business
UBS Wealth Management April 2015 - Present
Citi October 2014 - February 2015
Deutsche Bank June 2014 - October 2014
JPMorgan Chase October 2011 - May 2013
BNY Mellon January 2006 - April 2010
The Bank of New York Mellon April 1999 - January 2006
US Bank July 1997 - April 1999
JP Morgan Chase September 1992 - June 1997
United States Air Force January 1990 - January 1995
US Trust Company January 1986 - September 1992
Skills
Capital Markets, Corporate Trust, Investments, Municipal Bonds, Risk Management, Equities, Corporate Finance, Customer Service, Securities, Banking, Credit, Fixed Income, Financial Services, Mutual Funds, Due Diligence, Structured Finance, Finance, Relationship Management, Project Finance, Commercial Banking, Bonds, Financial Markets, Global Custody, Asset Management, Mortgage Lending, AML, Bloomberg, Structured Products, KYC, Hedge Funds, Portfolio Management, Derivatives, Loans, Investment Banking
Education
Hofstra University 2001 — 2004
BS, Finance
Pace University 1997 — 2001
B.S. Degree, Psychology and Business
Kristin Schoephoerster Kristin Schoephoerster's U.S. Trust Company Experience January 2001 - March 2005
Job Vice President, Senior Wealth Planner at U.S. Bank
Industry Banking
Experience
The Private Client Reserve of U.S. Bank June 2015 - Present
WELLS FARGO PRIVATE BANK May 2007 - June 2015
THE COLUMNS RESOURCE GROUP March 2005 - March 2007
U.S. TRUST COMPANY January 2001 - March 2005
Resource Companies January 1995 - January 2001
Resource Companies January 1993 - January 1995
PRUDENTIAL FINANCIAL, INC January 1991 - January 1992
STAFFORD & ASSOCIATES January 1984 - January 1987
Skills
Estate Planning, Financial Planning, Insurance, Wealth Management, High Net Worth..., Strategic Financial..., Investments, Portfolio Management, Finance, Financial Advisory, Wealth, Strategy, Employee Benefits, Financial Planners, Retirement Planning, Business Planning, Asset Allocation
Education
University of Minnesota Law School 1987 — 1990
Juris Doctor, Law
The American College 1985 — 1987
Chartered Life Underwriter, Financial and Estate Planning
St. Olaf College 1979 — 1983
B.A., English
The Private Client Reserve of U.S. Bank June 2015 - Present
WELLS FARGO PRIVATE BANK May 2007 - June 2015
THE COLUMNS RESOURCE GROUP March 2005 - March 2007
U.S. TRUST COMPANY January 2001 - March 2005
Resource Companies January 1995 - January 2001
Resource Companies January 1993 - January 1995
PRUDENTIAL FINANCIAL, INC January 1991 - January 1992
STAFFORD & ASSOCIATES January 1984 - January 1987
Skills
Estate Planning, Financial Planning, Insurance, Wealth Management, High Net Worth..., Strategic Financial..., Investments, Portfolio Management, Finance, Financial Advisory, Wealth, Strategy, Employee Benefits, Financial Planners, Retirement Planning, Business Planning, Asset Allocation
Education
University of Minnesota Law School 1987 — 1990
Juris Doctor, Law
The American College 1985 — 1987
Chartered Life Underwriter, Financial and Estate Planning
St. Olaf College 1979 — 1983
B.A., English
Patricia Barlow Patricia Barlow's U.S. Trust Company Experience October 1999 - October 2004
Job Account Administrator at Radnor Capital Management LLC
Industry Investment Management
Experience
Radnor Capital Management LLC September 2012 - Present
Pennsylvania Trust October 2004 - September 2012
U.S. Trust Company October 1999 - October 2004
Radnor Capital Management September 1994 - October 1999
Skills
Mutual Funds, Portfolio Management, Equities, Investments, Asset Allocation, Fixed Income, Wealth Management
Education
Delaware County Community College
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Radnor Capital Management LLC September 2012 - Present
Pennsylvania Trust October 2004 - September 2012
U.S. Trust Company October 1999 - October 2004
Radnor Capital Management September 1994 - October 1999
Skills
Mutual Funds, Portfolio Management, Equities, Investments, Asset Allocation, Fixed Income, Wealth Management
Education
Delaware County Community College
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Paulette Ayoung's U.S. Trust Company Experience 2002 - 2003
Job Sr. Admin Assistant at Biogen
Industry Biotechnology
Experience
Biogen February 2013 - Present
Broadridge Financial Solutions 2010 - 2012
Warburg Pincus 2005 - 2009
Barclays Capital Inc. 2003 - 2005
US Trust Company 2002 - 2003
Deutsche Bank 2000 - 2002
The Beacon Group, LLC 1997 - 1999
McManus & Miles 1996 - 1997
MCA of New York, Inc 1993 - 1996
Skills
Microsoft Office, Access, Outlook, Windows 7, Internet Explorer, Confidentiality, Event Planning, Lotus Notes, Gatekeeper, Organizational..., Coordinating Events, Project Management, Multi Tasking, Streamlining, Resume Writing, Windows, Mac OS X, Online Research, iWork, Firefox, Safari, Google Chrome, Screening Resumes, Adobe Acrobat, Bloomberg Terminal, Dictaphone, Fast Learner, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Time Management, Expense Reports, Travel Arrangements, Administrative..., Administration, Office Management, Leadership, Event Management, Process Improvement, Communication, Strategic Planning, Office Administration, Team Building, Teamwork
Education
Cornell University 1992 — 1993
Pre-Med
Northeastern University
Biology/Biological Sciences, General
Biogen February 2013 - Present
Broadridge Financial Solutions 2010 - 2012
Warburg Pincus 2005 - 2009
Barclays Capital Inc. 2003 - 2005
US Trust Company 2002 - 2003
Deutsche Bank 2000 - 2002
The Beacon Group, LLC 1997 - 1999
McManus & Miles 1996 - 1997
MCA of New York, Inc 1993 - 1996
Skills
Microsoft Office, Access, Outlook, Windows 7, Internet Explorer, Confidentiality, Event Planning, Lotus Notes, Gatekeeper, Organizational..., Coordinating Events, Project Management, Multi Tasking, Streamlining, Resume Writing, Windows, Mac OS X, Online Research, iWork, Firefox, Safari, Google Chrome, Screening Resumes, Adobe Acrobat, Bloomberg Terminal, Dictaphone, Fast Learner, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Time Management, Expense Reports, Travel Arrangements, Administrative..., Administration, Office Management, Leadership, Event Management, Process Improvement, Communication, Strategic Planning, Office Administration, Team Building, Teamwork
Education
Cornell University 1992 — 1993
Pre-Med
Northeastern University
Biology/Biological Sciences, General
Matthew W. Welsh Matthew W. Welsh's U.S. Trust Company Experience December 1996 - December 2007
Job President, Godshalk Welsh Capital Management, Inc.
Industry Financial Services
Experience
Godshalk Welsh Capital Management, Inc. January 2013 - Present
Eric M. Godshalk & Co. January 2008 - December 2012
US Trust Company December 1996 - December 2007
Skills
Wealth Management..., Estate Planning, High Net Worth..., Retirement, Financial Advisory, Financial Markets
Education
Fordham University - Graduate School of Business Administration 2000 — 2004
Master of Business Administration (M.B.A.), Finance
Villanova University - School of Commerce and Finance 1987 — 1991
Bachelor of Science (B.S.), Marketing
Godshalk Welsh Capital Management, Inc. January 2013 - Present
Eric M. Godshalk & Co. January 2008 - December 2012
US Trust Company December 1996 - December 2007
Skills
Wealth Management..., Estate Planning, High Net Worth..., Retirement, Financial Advisory, Financial Markets
Education
Fordham University - Graduate School of Business Administration 2000 — 2004
Master of Business Administration (M.B.A.), Finance
Villanova University - School of Commerce and Finance 1987 — 1991
Bachelor of Science (B.S.), Marketing
Jackie Jacqueline French's U.S. Trust Company Experience August 1985 - September 1993
Job Member Relationship Specialist at VyStar Credit Union
Industry Banking
Experience
State Street Bank & Trust Co. October 2014 - Present
VyStar Credit Union August 2005 - October 2014
Convergys August 1999 - September 2005
US Trust Company August 1985 - September 1993
Skills
Banking, Call Centers, Customer Service, Outlook, Microsoft Office, Data Entry, Microsoft Word, Leadership, Sales, Access, PowerPoint, Microsoft Excel, Team Building, Coaching, Credit, Loans, Training
Education
Florida Community College at Jacksonville 2000 — 2001
Essex County College 1987 — 1988
State Street Bank & Trust Co. October 2014 - Present
VyStar Credit Union August 2005 - October 2014
Convergys August 1999 - September 2005
US Trust Company August 1985 - September 1993
Skills
Banking, Call Centers, Customer Service, Outlook, Microsoft Office, Data Entry, Microsoft Word, Leadership, Sales, Access, PowerPoint, Microsoft Excel, Team Building, Coaching, Credit, Loans, Training
Education
Florida Community College at Jacksonville 2000 — 2001
Essex County College 1987 — 1988
Kristel Richards Kristel Richards's U.S. Trust Company Experience July 1997 - March 2002
Job National Account Manager at VARIDESK
Industry Staffing and Recruiting
Experience
VARIDESK June 2015 - Present
Gold SRD March 2015 - July 2015
Cutwater Asset Management January 2013 - August 2013
Wells Fargo - Corporate Trust Department November 2010 - November 2012
North Texas Tollway Authority October 2005 - October 2010
BNY Mellon March 2002 - October 2005
U.S. Trust Company July 1997 - March 2002
Enterprise Leasing Company of DFW July 1996 - June 1997
Skills
Investments, Bonds, Finance, Mutual Funds, Financial Analysis, Analysis, Banking, Training, Cash Flow, Budgets, Policy, Strategic Financial..., Customer Service, Financial Modeling, Auditing, Risk Management, Management, Procurement, Negotiation, Sales, Credit, Account Management, Leadership, Forecasting, Insurance, Relationship Management, Building Relationships, Financial Planning
Education
Texas Christian University 1992 — 1996
BS, Advertising/Public Relations
Regent's College 1995 — 1995
VARIDESK June 2015 - Present
Gold SRD March 2015 - July 2015
Cutwater Asset Management January 2013 - August 2013
Wells Fargo - Corporate Trust Department November 2010 - November 2012
North Texas Tollway Authority October 2005 - October 2010
BNY Mellon March 2002 - October 2005
U.S. Trust Company July 1997 - March 2002
Enterprise Leasing Company of DFW July 1996 - June 1997
Skills
Investments, Bonds, Finance, Mutual Funds, Financial Analysis, Analysis, Banking, Training, Cash Flow, Budgets, Policy, Strategic Financial..., Customer Service, Financial Modeling, Auditing, Risk Management, Management, Procurement, Negotiation, Sales, Credit, Account Management, Leadership, Forecasting, Insurance, Relationship Management, Building Relationships, Financial Planning
Education
Texas Christian University 1992 — 1996
BS, Advertising/Public Relations
Regent's College 1995 — 1995
Brian Eddy, MBA, CFA, CFP®'s U.S. Trust Company Experience March 2001 - March 2006
Job CoChair: Private Wealth SubCommittee at The Boston Security Analysts Society
Industry Financial Services
Experience
The Boston Security Analysts Society August 2015 - Present
Eddy Company, LLC May 2014 - Present
Essex County Estate Planning Council May 2013 - Present
Gordon College August 2013 - May 2015
Cape Ann Savings Bank June 2008 - May 2014
U.S. Trust Company March 2001 - March 2006
CDC Ixis Asset Management January 2000 - March 2001
Skills
Wealth Management..., Financial Services, Financial Advisory, Financial Markets, Retirement, Certified Financial..., High Net Worth..., Adult Education, Business Planning, Hedge Funds, Management, CFA Charter Holder, Marketing, Private Banking, Finance, Series 65, CRM, Public Speaking, Estate Planning, Wealth Management, Investments, Portfolio Management, Mutual Funds, Investment Management, Academic Tutoring, Financial Planning, Securities, University Teaching, Investment Advisory
Education
Boston University Questrom School of Business 2005 — 2007
MBA, Finance
Gordon College 1995 — 1999
BS
The Boston Security Analysts Society August 2015 - Present
Eddy Company, LLC May 2014 - Present
Essex County Estate Planning Council May 2013 - Present
Gordon College August 2013 - May 2015
Cape Ann Savings Bank June 2008 - May 2014
U.S. Trust Company March 2001 - March 2006
CDC Ixis Asset Management January 2000 - March 2001
Skills
Wealth Management..., Financial Services, Financial Advisory, Financial Markets, Retirement, Certified Financial..., High Net Worth..., Adult Education, Business Planning, Hedge Funds, Management, CFA Charter Holder, Marketing, Private Banking, Finance, Series 65, CRM, Public Speaking, Estate Planning, Wealth Management, Investments, Portfolio Management, Mutual Funds, Investment Management, Academic Tutoring, Financial Planning, Securities, University Teaching, Investment Advisory
Education
Boston University Questrom School of Business 2005 — 2007
MBA, Finance
Gordon College 1995 — 1999
BS
Jack London Jack London's U.S. Trust Company Experience 1988 - 1989
Job Associate Director of Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services January 2011 - Present
Town of Dover, MA July 2010 - Present
Wellesley Police Department April 2006 - Present
London Financial Services February 1993 - January 2015
National Bank of Greece 1992 - 1993
Continental Wingate 1990 - 1992
Bank of Boston 1989 - 1990
US Trust Company 1988 - 1989
Skills
Public Safety, Risk Management, Asset Managment, Estate Planning, Financial Planners, Plannning, Cash Flow Forecasting, Series 7, Investments, Financial Analysis, Retirement Planning, Mutual Funds, Portfolio Management, Securities, Strategic Planning, Strategic Financial..., Asset Management, Wealth Management, Insurance, Financial Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1986 — 1988
Master of Business Administration (M.B.A.)
Tufts University 1980 — 1984
Bachelor's Degree
Belmont Hill School 1974 — 1980
High School
Edelman Financial Services January 2011 - Present
Town of Dover, MA July 2010 - Present
Wellesley Police Department April 2006 - Present
London Financial Services February 1993 - January 2015
National Bank of Greece 1992 - 1993
Continental Wingate 1990 - 1992
Bank of Boston 1989 - 1990
US Trust Company 1988 - 1989
Skills
Public Safety, Risk Management, Asset Managment, Estate Planning, Financial Planners, Plannning, Cash Flow Forecasting, Series 7, Investments, Financial Analysis, Retirement Planning, Mutual Funds, Portfolio Management, Securities, Strategic Planning, Strategic Financial..., Asset Management, Wealth Management, Insurance, Financial Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1986 — 1988
Master of Business Administration (M.B.A.)
Tufts University 1980 — 1984
Bachelor's Degree
Belmont Hill School 1974 — 1980
High School
Andrea Novick's U.S. Trust Company Experience November 1998 - October 1999
Job Travel Advisor
Industry Leisure, Travel & Tourism
Experience
J&A Travel February 2011 - Present
Brown Brothers Harriman 2005 - 2010
Marsh & McLennan Companies, Inc. October 1999 - December 2004
US Trust Company November 1998 - October 1999
Massachusetts General Hospital March 1998 - November 1998
UnitedHealthcare June 1996 - August 1997
Skills
Office Management, Event Planning, Customer Service, Microsoft Office, Administrative..., Time Management, Outlook, Spreadsheets, Office Administration, Social Media, Social Networking, Public Speaking
Education
Ohio University 1991 — 1996
Bachelor of Science, Health
J&A Travel February 2011 - Present
Brown Brothers Harriman 2005 - 2010
Marsh & McLennan Companies, Inc. October 1999 - December 2004
US Trust Company November 1998 - October 1999
Massachusetts General Hospital March 1998 - November 1998
UnitedHealthcare June 1996 - August 1997
Skills
Office Management, Event Planning, Customer Service, Microsoft Office, Administrative..., Time Management, Outlook, Spreadsheets, Office Administration, Social Media, Social Networking, Public Speaking
Education
Ohio University 1991 — 1996
Bachelor of Science, Health
Elden LeGaux Elden LeGaux's U.S. Trust Company Experience May 1999 - November 2005
Job Managing Partner at Legacy Wealth Group, LLC
Industry Financial Services
Experience
Legacy Wealth Group, LLC April 2015 - Present
Gibraltar Private Bank & Trust January 2012 - April 2015
PMstudy.com January 2011 - January 2012
Gaux-Gaux Enterprises, LLC 2007 - 2012
GLOBAL WEALTH MANAGEMENT PARTNERS January 2006 - December 2006
U.S. TRUST COMPANY May 1999 - November 2005
NORTH CAROLINA TRUST COMPANY April 1990 - May 1999
Skills
Business Strategy, Process Improvement, Project Portfolio..., Performance Improvement, Project Management, Wealth Management..., Strategic Planning, Financial Services, Portfolio Management, Wealth Management, Strategy, Change Management, Business Analysis, Management, Business Process..., Cross-functional Team...
Education
Virginia Commonwealth University - School of Business 1989 — 1990
Graduate Studies in Business Administration
University of Mary Washington 1979 — 1983
Bachelor of Science, Business Administration; Mathematics
Legacy Wealth Group, LLC April 2015 - Present
Gibraltar Private Bank & Trust January 2012 - April 2015
PMstudy.com January 2011 - January 2012
Gaux-Gaux Enterprises, LLC 2007 - 2012
GLOBAL WEALTH MANAGEMENT PARTNERS January 2006 - December 2006
U.S. TRUST COMPANY May 1999 - November 2005
NORTH CAROLINA TRUST COMPANY April 1990 - May 1999
Skills
Business Strategy, Process Improvement, Project Portfolio..., Performance Improvement, Project Management, Wealth Management..., Strategic Planning, Financial Services, Portfolio Management, Wealth Management, Strategy, Change Management, Business Analysis, Management, Business Process..., Cross-functional Team...
Education
Virginia Commonwealth University - School of Business 1989 — 1990
Graduate Studies in Business Administration
University of Mary Washington 1979 — 1983
Bachelor of Science, Business Administration; Mathematics
William Glasgow William Glasgow's U.S. Trust Company Experience June 1999 - June 2009
Job
Industry Banking
Experience
Evercore Trust Company June 2009 - Present
U.S. Trust Company June 1999 - June 2009
Skills
Financial Analysis, Portfolio Management, Employer Stock, Valuation, Investment Management, ERISA
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1997 — 1999
MBA
Hampden-Sydney College 1989 — 1993
BS
Evercore Trust Company June 2009 - Present
U.S. Trust Company June 1999 - June 2009
Skills
Financial Analysis, Portfolio Management, Employer Stock, Valuation, Investment Management, ERISA
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1997 — 1999
MBA
Hampden-Sydney College 1989 — 1993
BS
Nicole M. Cost Nicole M. Cost's U.S. Trust Company Experience April 1999 - May 2007
Job Managing Director, Convergent Wealth Advisors
Industry Financial Services
Experience
Convergent Wealth Advisors January 2014 - Present
Evercore Partners March 2009 - November 2013
Brown Brother Harriman May 2007 - March 2009
U.S. Trust Company April 1999 - May 2007
Skills
Strategic Financial..., Hedge Funds, Asset Management, Private Equity, Series 7, Capital Markets, Securities
Education
Cornell University 1996 — 1998
B.S., Industrial Labor Relations
Colgate University 1994 — 1996
Convergent Wealth Advisors January 2014 - Present
Evercore Partners March 2009 - November 2013
Brown Brother Harriman May 2007 - March 2009
U.S. Trust Company April 1999 - May 2007
Skills
Strategic Financial..., Hedge Funds, Asset Management, Private Equity, Series 7, Capital Markets, Securities
Education
Cornell University 1996 — 1998
B.S., Industrial Labor Relations
Colgate University 1994 — 1996
Lou Dempsey Lou Dempsey's U.S. Trust Company Experience 1987 - 1993
Job Sustainable Energy Resource Partners, LLC
Industry Renewables & Environment
Experience
Sustainable Energy Resource Partners, LLC July 2012 - Present
Sustainable Energy Resource Partners, LLC July 2012 - Present
The University of Denver August 2010 - June 2012
Weston Volunteer Fire Department December 2008 - December 2009
Lighthouse Partners 2007 - 2008
Commonfund 2003 - 2007
Bear Stearns Asset Management 1999 - 2003
Bank Julius Baer 1996 - 1999
GFI Group/Prebone Yamane 1993 - 1996
U.S. Trust Company 1987 - 1993
Skills
Sustainability, Renewable Energy, Energy, Asset Management, Endowments, Energy Efficiency
Education
University of Denver 2010 — 2012
Master Applied Science, Environmental Policy & Management/Renewable Energy
Providence College 1982 — 1987
BA
Sustainable Energy Resource Partners, LLC July 2012 - Present
Sustainable Energy Resource Partners, LLC July 2012 - Present
The University of Denver August 2010 - June 2012
Weston Volunteer Fire Department December 2008 - December 2009
Lighthouse Partners 2007 - 2008
Commonfund 2003 - 2007
Bear Stearns Asset Management 1999 - 2003
Bank Julius Baer 1996 - 1999
GFI Group/Prebone Yamane 1993 - 1996
U.S. Trust Company 1987 - 1993
Skills
Sustainability, Renewable Energy, Energy, Asset Management, Endowments, Energy Efficiency
Education
University of Denver 2010 — 2012
Master Applied Science, Environmental Policy & Management/Renewable Energy
Providence College 1982 — 1987
BA
Jeff Grubb Jeff Grubb's U.S. Trust Company Experience 1999 - 2005
Job Senior Managing Director Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo January 2010 - Present
Wells Fargo November 2005 - January 2010
U.S. Trust Company 1999 - 2005
Progressive Insurance 1983 - 1991
Skills
Investments, Wealth Management, Equities, Asset Management, Series 7, Portfolio Management, Alternative Investments, Leadership, Strategic Planning, Asset Managment, Management, Retirement Planning, Mutual Funds, Asset Allocation, Financial Analysis, Strategy, Loans, Investment Advisory, Banking, Start-ups, Finance, Mergers & Acquisitions, Private Banking, Wealth Management...
Education
Stanford University
Wells Fargo January 2010 - Present
Wells Fargo November 2005 - January 2010
U.S. Trust Company 1999 - 2005
Progressive Insurance 1983 - 1991
Skills
Investments, Wealth Management, Equities, Asset Management, Series 7, Portfolio Management, Alternative Investments, Leadership, Strategic Planning, Asset Managment, Management, Retirement Planning, Mutual Funds, Asset Allocation, Financial Analysis, Strategy, Loans, Investment Advisory, Banking, Start-ups, Finance, Mergers & Acquisitions, Private Banking, Wealth Management...
Education
Stanford University
Doreen Lewis Doreen Lewis's U.S. Trust Company Experience September 1994 - April 1999
Job
Industry Financial Services
Experience
Florida Business Bank August 2015 - Present
Financial Services Company May 2009 - June 2015
Aerotek January 2009 - May 2009
Seacoast National Bank May 2003 - December 2008
Fred Alger Management, Inc. May 1999 - February 2002
Chase Manhattan Bank September 1994 - April 1999
US Trust Company September 1994 - April 1999
Skills
Credit, Mortgage Lending, Loans, Banking, Management, Portfolio Management, Customer Service, Finance, Underwriting, Financial Analysis
Education
Indian River State College 2002 — 2003
Florida Business Bank August 2015 - Present
Financial Services Company May 2009 - June 2015
Aerotek January 2009 - May 2009
Seacoast National Bank May 2003 - December 2008
Fred Alger Management, Inc. May 1999 - February 2002
Chase Manhattan Bank September 1994 - April 1999
US Trust Company September 1994 - April 1999
Skills
Credit, Mortgage Lending, Loans, Banking, Management, Portfolio Management, Customer Service, Finance, Underwriting, Financial Analysis
Education
Indian River State College 2002 — 2003
Edward Maurer Edward Maurer's U.S. Trust Company Experience January 1970 - December 1975
Job Owner/ Operation of Commercial Property
Industry Real Estate
Experience
that rents space 2012 - Present
Loudoun County, Virginia January 2006 - Present
The Country Life Center 2004 - Present
The Westmoreland Davis Memorial Foundation, Inc. May 1974 - September 1993
U.S. Trust Company January 1970 - December 1975
Skills
Planned Giving at the..., Nonprofits, Real Estate, Public Speaking, Fundraising, Strategic Planning, Public Policy, Event Management, Public Relations, Social Media, Customer Service, Marketing, Project Management
Education
New York University
St. Peter's College
Psychology
that rents space 2012 - Present
Loudoun County, Virginia January 2006 - Present
The Country Life Center 2004 - Present
The Westmoreland Davis Memorial Foundation, Inc. May 1974 - September 1993
U.S. Trust Company January 1970 - December 1975
Skills
Planned Giving at the..., Nonprofits, Real Estate, Public Speaking, Fundraising, Strategic Planning, Public Policy, Event Management, Public Relations, Social Media, Customer Service, Marketing, Project Management
Education
New York University
St. Peter's College
Psychology
Ifeoma Obiora RN BSN's U.S. Trust Company Experience November 2006 - June 2008
Job Adult & Pediatric Staff Nurse at Mattapan Community Health Center
Industry Hospital & Health Care
Experience
Mattapan Community Health Ctr August 2015 - Present
Bridges by EPOCH August 2015 - Present
Maclean Hospital November 2014 - Present
Illuminating Mature Minds January 2013 - Present
Massachusetts General Hospital July 2014 - August 2014
Brigham and Women's Hospital January 2014 - April 2014
Boston Medical Center (BMC) July 2013 - August 2013
zolizoli 2010 - 2013
Bank of America June 1998 - March 2010
US Trust Company November 2006 - June 2008
Skills
Marketing Strategy, Project Management, Luxury Goods, Start-ups, Customer Service, Management, Healthcare, Patient Safety, Patient Advocacy, Mental Health, Peer Leadership, Nursing, Registered Nurses
Education
to be determined 2015 — 2017
Master’s Degree, MSN
University of Massachusetts Boston 2012 — 2015
Bachelor’s Degree, Nursing Science, 3.77
FEDERAL GOVERNMENT GIRLS COLLEGE CALABAR 1983 — 1989
Enugu State University of Science and Technology
Bsc, Cooperative Economics
Mattapan Community Health Ctr August 2015 - Present
Bridges by EPOCH August 2015 - Present
Maclean Hospital November 2014 - Present
Illuminating Mature Minds January 2013 - Present
Massachusetts General Hospital July 2014 - August 2014
Brigham and Women's Hospital January 2014 - April 2014
Boston Medical Center (BMC) July 2013 - August 2013
zolizoli 2010 - 2013
Bank of America June 1998 - March 2010
US Trust Company November 2006 - June 2008
Skills
Marketing Strategy, Project Management, Luxury Goods, Start-ups, Customer Service, Management, Healthcare, Patient Safety, Patient Advocacy, Mental Health, Peer Leadership, Nursing, Registered Nurses
Education
to be determined 2015 — 2017
Master’s Degree, MSN
University of Massachusetts Boston 2012 — 2015
Bachelor’s Degree, Nursing Science, 3.77
FEDERAL GOVERNMENT GIRLS COLLEGE CALABAR 1983 — 1989
Enugu State University of Science and Technology
Bsc, Cooperative Economics
Brian Madonick's U.S. Trust Company Experience 2000 - 2004
Job
Industry Investment Management
Experience
Voya Investment Management f/k/a ING Investment Management - Americas May 2004 - Present
U.S. Trust Company 2000 - 2004
Bear Stearns & Co. 1992 - 2000
Skills
Equities, Asset Managment, Equity Research, Portfolio Management, Investments, Investment Management, Hedge Funds, Asset Management, Alternative Investments
Education
Binghamton University 1986 — 1990
BA, Psychology
Voya Investment Management f/k/a ING Investment Management - Americas May 2004 - Present
U.S. Trust Company 2000 - 2004
Bear Stearns & Co. 1992 - 2000
Skills
Equities, Asset Managment, Equity Research, Portfolio Management, Investments, Investment Management, Hedge Funds, Asset Management, Alternative Investments
Education
Binghamton University 1986 — 1990
BA, Psychology
Stacey Sanna McAllister's U.S. Trust Company Experience 1997 - 1999
Job Senior Director, Stored Value & Emerging Payments
Industry Apparel & Fashion
Experience
Gap, Inc. April 2010 - Present
RK Incentives July 2009 - April 2010
art.com July 2005 - November 2008
StockJungle.com 2000 - 2001
CBS Marketwatch.com 1999 - 2000
U.S. Trust Company 1997 - 1999
Skills
Marketing, Strategy, Sales, Strategic Partnerships, Gift Cards, B2B, CRM, Product Development, Business Development, Contract Negotiation, Marketing Strategy, New Business Development, Program Management, Retail, E-commerce, Management, Incentives, Leadership, Mobile Applications, Mobile Devices, Cross-functional Team..., Strategic Planning, Marketing Communications, Product Management
Education
Syracuse University 1993 — 1997
BA, Political Science, Broadcast Journalism
Gap, Inc. April 2010 - Present
RK Incentives July 2009 - April 2010
art.com July 2005 - November 2008
StockJungle.com 2000 - 2001
CBS Marketwatch.com 1999 - 2000
U.S. Trust Company 1997 - 1999
Skills
Marketing, Strategy, Sales, Strategic Partnerships, Gift Cards, B2B, CRM, Product Development, Business Development, Contract Negotiation, Marketing Strategy, New Business Development, Program Management, Retail, E-commerce, Management, Incentives, Leadership, Mobile Applications, Mobile Devices, Cross-functional Team..., Strategic Planning, Marketing Communications, Product Management
Education
Syracuse University 1993 — 1997
BA, Political Science, Broadcast Journalism
Akron Yam's U.S. Trust Company Experience April 2000 - October 2001
Job V.P., Credit Chief Engineer at Bank of America
Industry Information Technology and Services
Experience
Bank of America October 2011 - Present
Bank of America September 2007 - October 2011
Charles Schwab October 2004 - September 2007
U.S. Trust Company/Charles Schwab October 2001 - October 2004
U.S. Trust Company April 2000 - October 2001
U.S. Trust Company April 1998 - April 2000
U.S. Trust Company March 1997 - April 1998
University of Illinois Foundation October 1994 - June 1996
Skills
Information Technology, Problem Solving, Project Management, ITIL, Disaster Recovery, Integration, IT Management, Enterprise Architecture, Management, Data Center, Security, Vendor Management, Strategy, Enterprise Software, Risk Management, Networking, Software Documentation, IT Strategy, Business Analysis, Servers, SDLC
Education
University of Illinois at Urbana-Champaign - College of Business 1992 — 1996
B.S., Management Information Systems
Bank of America October 2011 - Present
Bank of America September 2007 - October 2011
Charles Schwab October 2004 - September 2007
U.S. Trust Company/Charles Schwab October 2001 - October 2004
U.S. Trust Company April 2000 - October 2001
U.S. Trust Company April 1998 - April 2000
U.S. Trust Company March 1997 - April 1998
University of Illinois Foundation October 1994 - June 1996
Skills
Information Technology, Problem Solving, Project Management, ITIL, Disaster Recovery, Integration, IT Management, Enterprise Architecture, Management, Data Center, Security, Vendor Management, Strategy, Enterprise Software, Risk Management, Networking, Software Documentation, IT Strategy, Business Analysis, Servers, SDLC
Education
University of Illinois at Urbana-Champaign - College of Business 1992 — 1996
B.S., Management Information Systems
Robert Hajduch's U.S. Trust Company Experience 1990 - 1994
Job
Industry Financial Services
Experience
US Bank December 2010 - Present
Fannie Mae October 2009 - December 2010
AAM June 2009 - September 2009
RiverSource Investments December 2002 - February 2009
Lincoln Capital Management January 2000 - December 2002
Stein Roe & Farnham November 1994 - January 2000
JPMorgan Chase 1993 - 1994
US Trust Company 1990 - 1994
Putnam Investments October 1988 - January 1990
Skills
Fixed Income, Investments, Credit, Securities, Portfolio Management, Credit Risk, Financial Modeling, Financial Analysis, Fixed Income Analysis, Financial Services, Bloomberg, Securitization, Credit Analysis, High Yield, Capital Markets, Financial Risk, Asset Management, Banking, Risk Management, Accounting, Bonds, Risk, Compliance, Research, Debt, Excel, Recommendations, Economics, Public Speaking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2000
MBA, Finance
Marquette University 1984 — 1988
Bachelor of Science (BS), Busines Administratin - Finance
Bishop Noll Institute 1980 — 1984
High School Diploma, College Prep
US Bank December 2010 - Present
Fannie Mae October 2009 - December 2010
AAM June 2009 - September 2009
RiverSource Investments December 2002 - February 2009
Lincoln Capital Management January 2000 - December 2002
Stein Roe & Farnham November 1994 - January 2000
JPMorgan Chase 1993 - 1994
US Trust Company 1990 - 1994
Putnam Investments October 1988 - January 1990
Skills
Fixed Income, Investments, Credit, Securities, Portfolio Management, Credit Risk, Financial Modeling, Financial Analysis, Fixed Income Analysis, Financial Services, Bloomberg, Securitization, Credit Analysis, High Yield, Capital Markets, Financial Risk, Asset Management, Banking, Risk Management, Accounting, Bonds, Risk, Compliance, Research, Debt, Excel, Recommendations, Economics, Public Speaking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2000
MBA, Finance
Marquette University 1984 — 1988
Bachelor of Science (BS), Busines Administratin - Finance
Bishop Noll Institute 1980 — 1984
High School Diploma, College Prep
Lesley Draper, CFP®, CTFA's U.S. Trust Company Experience 1996 - 2007
Job Financial Advisor at RegentAtlantic Capital, LLC
Industry Financial Services
Experience
RegentAtlantic Capital, LLC June 2009 - Present
Citi Private Bank October 2006 - December 2008
U.S. Trust Company 1996 - 2007
Education
Purdue University 1989 — 1993
Bachelor of Science
Northwestern University
ABA National Trust School
RegentAtlantic Capital, LLC June 2009 - Present
Citi Private Bank October 2006 - December 2008
U.S. Trust Company 1996 - 2007
Education
Purdue University 1989 — 1993
Bachelor of Science
Northwestern University
ABA National Trust School
Alexis Parcella's U.S. Trust Company Experience July 1999 - October 2000
Job Director at Alternative Investment Group
Industry Investment Management
Experience
Alternative Investment Group June 2008 - Present
Legg Mason (Formerly part of Citigroup Asset Management) May 2003 - May 2008
MetLife October 2000 - April 2003
U.S. Trust Company July 1999 - October 2000
Skills
Fixed Income, Equities, Hedge Funds, Fund Of Funds, Asset Management, Investor Relations, Mutual Funds, Portfolio Management, Alternative Investments, Asset Allocation, Series 7, ETFs, Series 63, Bloomberg, Equity Research, Investment Management
Education
University of Pennsylvania 1995 — 1999
Alternative Investment Group June 2008 - Present
Legg Mason (Formerly part of Citigroup Asset Management) May 2003 - May 2008
MetLife October 2000 - April 2003
U.S. Trust Company July 1999 - October 2000
Skills
Fixed Income, Equities, Hedge Funds, Fund Of Funds, Asset Management, Investor Relations, Mutual Funds, Portfolio Management, Alternative Investments, Asset Allocation, Series 7, ETFs, Series 63, Bloomberg, Equity Research, Investment Management
Education
University of Pennsylvania 1995 — 1999
Richard Azarloza, CFA CFP's U.S. Trust Company Experience June 1999 - July 2002
Job Senior Portfolio Manager at Covington Capital Management
Industry Investment Management
Experience
Covington Capital Management January 2006 - Present
Brown Brothers Harriman & Co. June 2002 - January 2006
U.S. Trust Company June 1999 - July 2002
Bank of America Private Bank February 1990 - June 1999
Skills
Portfolio Management, Asset Management, Wealth Management, Investments, Asset Allocation, Alternative Investments, Hedge Funds, Fixed Income, Investment Management, Equities, Investment Strategies, Equity Research
Education
California State University-Northridge 1991 — 1994
MBA, Finance
University of California, Los Angeles 1984 — 1989
BS, Mathematics
Covington Capital Management January 2006 - Present
Brown Brothers Harriman & Co. June 2002 - January 2006
U.S. Trust Company June 1999 - July 2002
Bank of America Private Bank February 1990 - June 1999
Skills
Portfolio Management, Asset Management, Wealth Management, Investments, Asset Allocation, Alternative Investments, Hedge Funds, Fixed Income, Investment Management, Equities, Investment Strategies, Equity Research
Education
California State University-Northridge 1991 — 1994
MBA, Finance
University of California, Los Angeles 1984 — 1989
BS, Mathematics
Eskridge van N. Culver's U.S. Trust Company Experience July 2006 - June 2009
Job Managing Director, U.S. Trust Bank of America Private Wealth Management
Industry Investment Management
Experience
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 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
M. Brian Nash's U.S. Trust Company Experience 2000 - 2003
Job Vice President at US Bank Private Client Reserve
Industry Financial Services
Experience
US Bank - Private Client Reserve November 2009 - 2012
Wells Fargo Private Bank October 2003 - October 2009
Wells Fargo Bank October 2003 - October 2009
US Trust Company 2000 - 2003
Skills
Wealth Management, Investments, Portfolio Management, Private Banking, Asset Managment, Asset Allocation, Credit, Banking, Investment Advisory, Series 7, Mortgage Lending, Asset Management, Financial Analysis, Wealth Management..., Loans, Mutual Funds, Equities
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1993 — 1995
University of California, San Diego 1985 — 1990
BA, Economics
US Bank - Private Client Reserve November 2009 - 2012
Wells Fargo Private Bank October 2003 - October 2009
Wells Fargo Bank October 2003 - October 2009
US Trust Company 2000 - 2003
Skills
Wealth Management, Investments, Portfolio Management, Private Banking, Asset Managment, Asset Allocation, Credit, Banking, Investment Advisory, Series 7, Mortgage Lending, Asset Management, Financial Analysis, Wealth Management..., Loans, Mutual Funds, Equities
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1993 — 1995
University of California, San Diego 1985 — 1990
BA, Economics
Brooke Simpson Beck's U.S. Trust Company Experience July 2000 - August 2003
Job Investor Relations & Marketing at OchZiff Capital Management
Industry Financial Services
Experience
Och-Ziff Capital Management January 2013 - Present
Och-Ziff Capital Management March 2009 - February 2012
GoldenTree Asset Management September 2004 - February 2009
Mellon Financial August 2003 - August 2004
U.S. Trust Company July 2000 - August 2003
Skills
Hedge Funds, Investor Relations, Product Marketing, Leveraged Finance, Marketing, Strategic Partnerships, Structured Products, Structured Finance, Bonds, Derivatives, Venture Capital, Mergers & Acquisitions, Emerging Markets, Credit, Investment Banking, Finance, Investment Management, Risk Management
Education
Penn State University 1996 — 2000
Bachelor of Arts, Pre-Law & Criminal Justice
Och-Ziff Capital Management January 2013 - Present
Och-Ziff Capital Management March 2009 - February 2012
GoldenTree Asset Management September 2004 - February 2009
Mellon Financial August 2003 - August 2004
U.S. Trust Company July 2000 - August 2003
Skills
Hedge Funds, Investor Relations, Product Marketing, Leveraged Finance, Marketing, Strategic Partnerships, Structured Products, Structured Finance, Bonds, Derivatives, Venture Capital, Mergers & Acquisitions, Emerging Markets, Credit, Investment Banking, Finance, Investment Management, Risk Management
Education
Penn State University 1996 — 2000
Bachelor of Arts, Pre-Law & Criminal Justice
Fernando Acebedo's U.S. Trust Company Experience 1998 - 2002
Job Vice President, HSBC BANK USA Corporate Trust Structured Finance ABS/MBS Product Manager
Industry Banking
Experience
HSBC BANK USA Vice PresidentBank of New York Mellon2002 - 2006
U.S. Trust Company 1998 - 2002
Bankers Trust 1988 - 1995
Skills
Structured Finance, Relationship Management, Loans, Capital Markets, Finance, Banking, Securities, Fixed Income, Derivatives, Financial Services, Bonds, Financial Markets, Securitization, Financial Modeling, Alternative Investments
Education
City University of New York 1994 — 1998
HSBC BANK USA Vice PresidentBank of New York Mellon2002 - 2006
U.S. Trust Company 1998 - 2002
Bankers Trust 1988 - 1995
Skills
Structured Finance, Relationship Management, Loans, Capital Markets, Finance, Banking, Securities, Fixed Income, Derivatives, Financial Services, Bonds, Financial Markets, Securitization, Financial Modeling, Alternative Investments
Education
City University of New York 1994 — 1998
Paul Ruchti's U.S. Trust Company Experience May 2001 - June 2006
Job
Industry Information Technology and Services
Experience
UnitedHealthcare February 2012 - Present
Prime Therapeutics June 2009 - January 2012
Wells Fargo Institutional Brokerage February 2009 - June 2009
Wells Fargo Private Client Services January 2008 - February 2009
Wells Fargo Institutional Brokerage June 2006 - January 2008
U.S. Trust Company May 2001 - June 2006
US Trust May 1999 - May 2001
Norrell, (Prudential Insurance Co November 1998 - May 1999
Norwest Bank February 1998 - November 1998
Skills
Financial Analysis, Securities, Management, Marketing, Business Process..., Financial Services, Portfolio Management, Process Improvement, Equities, Vendor Management, Fixed Income, Customer Service, SAS, SSAS 2008, Visio, Bloomberg, Intrader, MS Office, Baseline, Morningstar, Performance Station, TPG
Education
Minnesota State University, Mankato 1994 — 1997
BS, Economics
UnitedHealthcare February 2012 - Present
Prime Therapeutics June 2009 - January 2012
Wells Fargo Institutional Brokerage February 2009 - June 2009
Wells Fargo Private Client Services January 2008 - February 2009
Wells Fargo Institutional Brokerage June 2006 - January 2008
U.S. Trust Company May 2001 - June 2006
US Trust May 1999 - May 2001
Norrell, (Prudential Insurance Co November 1998 - May 1999
Norwest Bank February 1998 - November 1998
Skills
Financial Analysis, Securities, Management, Marketing, Business Process..., Financial Services, Portfolio Management, Process Improvement, Equities, Vendor Management, Fixed Income, Customer Service, SAS, SSAS 2008, Visio, Bloomberg, Intrader, MS Office, Baseline, Morningstar, Performance Station, TPG
Education
Minnesota State University, Mankato 1994 — 1997
BS, Economics
Andy Marino's U.S. Trust Company Experience 2006 - 2007
Job Chief Investment Officer at Fiduciary Vest, LLC
Industry Financial Services
Experience
Fiduciary Vest, LLC September 2014 - Present
Eton Advisors, LP July 2009 - June 2014
UBS August 2007 - June 2009
US Trust Company 2006 - 2007
Oak Value Capital Management, Inc. 1999 - 2006
Arthur Andersen, LLP 1995 - 1999
Watson Wyatt 1993 - 1995
Skills
Investments, Portfolio Management, Asset Allocation, Investment Strategies, Asset Management, Capital Markets, Alternative Investments, Equities, Hedge Funds, Wealth Management
Education
Babson College 1984 — 1988
BS, Finance / Investments
Fiduciary Vest, LLC September 2014 - Present
Eton Advisors, LP July 2009 - June 2014
UBS August 2007 - June 2009
US Trust Company 2006 - 2007
Oak Value Capital Management, Inc. 1999 - 2006
Arthur Andersen, LLP 1995 - 1999
Watson Wyatt 1993 - 1995
Skills
Investments, Portfolio Management, Asset Allocation, Investment Strategies, Asset Management, Capital Markets, Alternative Investments, Equities, Hedge Funds, Wealth Management
Education
Babson College 1984 — 1988
BS, Finance / Investments
Jennifer Weismann's U.S. Trust Company Experience June 2002 - September 2005
Job Senior Audit Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2005 - Present
U.S. Trust Company June 2002 - September 2005
Thrivent Financial for Lutherans August 1996 - June 2002
Ernst & Young December 1995 - August 1996
Federal Reserve Bank of Minneapolis April 1993 - December 1995
Skills
Compliance, AML, Banking, Operational Risk..., Internal Audit, Auditing, Bank Secrecy Act, Operational Risk
Education
University of Northern Iowa 1990 — 1992
BA, Accounting
Waldorf College 1988 — 1990
AA
Forest City High School 1985 — 1988
Wells Fargo September 2005 - Present
U.S. Trust Company June 2002 - September 2005
Thrivent Financial for Lutherans August 1996 - June 2002
Ernst & Young December 1995 - August 1996
Federal Reserve Bank of Minneapolis April 1993 - December 1995
Skills
Compliance, AML, Banking, Operational Risk..., Internal Audit, Auditing, Bank Secrecy Act, Operational Risk
Education
University of Northern Iowa 1990 — 1992
BA, Accounting
Waldorf College 1988 — 1990
AA
Forest City High School 1985 — 1988
Melissa Okrasinski's U.S. Trust Company Experience 2003 - 2006
Job Branch Manager and Senior Mortgage Loan Originator at CMS Mortgage Solutions
Industry Financial Services
Experience
CMS Mortgage Solutions November 2014 - Present
Corridor Mortgage Group August 2012 - November 2014
Fairway Independent Mortgage Corporation October 2009 - August 2012
Capital Fiduciary Advisors July 2006 - November 2009
Merrill Lynch 2006 - 2006
US Trust Company 2003 - 2006
First Virginia Bank February 2001 - February 2003
Education
Strayer University (VA) 2004 — 2006
Masters of Business Administration
East Carolina University - College of Business 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
CMS Mortgage Solutions November 2014 - Present
Corridor Mortgage Group August 2012 - November 2014
Fairway Independent Mortgage Corporation October 2009 - August 2012
Capital Fiduciary Advisors July 2006 - November 2009
Merrill Lynch 2006 - 2006
US Trust Company 2003 - 2006
First Virginia Bank February 2001 - February 2003
Education
Strayer University (VA) 2004 — 2006
Masters of Business Administration
East Carolina University - College of Business 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Jim Johannsen's U.S. Trust Company Experience October 2002 - 2005
Job Retired…formerly Sr. Vice President, Private Wealth Advisor at FineMark National Bank & Trust
Industry Investment Management
Experience
FineMark National Bank & Trust June 2013 - January 2015
Cypress Trust Company January 2006 - June 2013
U.S. Trust Company October 2002 - 2005
JPMorgan Chase December 1999 - October 2002
JPMorgan Chase April 1995 - December 1999
Skills
Alternative Investments, Asset Allocation, Fixed Income, Wealth Management, Investments, Investment Management
Education
Drake University Law School
Doctor of Law (JD)
University of Iowa - Henry B. Tippie College of Business
Bachelor of Business Administration (BBA), Economics
FineMark National Bank & Trust June 2013 - January 2015
Cypress Trust Company January 2006 - June 2013
U.S. Trust Company October 2002 - 2005
JPMorgan Chase December 1999 - October 2002
JPMorgan Chase April 1995 - December 1999
Skills
Alternative Investments, Asset Allocation, Fixed Income, Wealth Management, Investments, Investment Management
Education
Drake University Law School
Doctor of Law (JD)
University of Iowa - Henry B. Tippie College of Business
Bachelor of Business Administration (BBA), Economics
Nicole Ricci Stonehouse's U.S. Trust Company Experience June 2001 - August 2005
Job Vice President, Marketing Strategy & Research
Industry Financial Services
Experience
State Street Global Advisors January 2012 - Present
State Street Global Advisors January 2009 - December 2011
State Street Global Advisors September 2005 - January 2009
U.S. Trust Company June 2001 - August 2005
Mellon Private Wealth Management December 2000 - June 2001
State Street Global Advisors May 1999 - December 2000
Honeywell DMC Services Inc. April 1997 - April 1999
The Charles W. Warner Company August 1996 - April 1997
Southern Indiana Rural Electric Membership Corporation August 1995 - August 1996
Skills
Social Media Marketing, Strategy, Integrated Marketing, Online Advertising, Marketing Strategy, Social Media, Program Management, Multi-channel Marketing, Marketing Communications, Marketing, Direct Mail, Marketing Research, Customer Insight, Asset Management, Financial Services, Analysis, Analytics, Email Marketing, Investments
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2005
Master’s Degree, MBA, Financial & Estate Planning
Indiana University Bloomington 1991 — 1995
Bachelor's of Arts, Double Major: Journalism and Criminal Justice
State Street Global Advisors January 2012 - Present
State Street Global Advisors January 2009 - December 2011
State Street Global Advisors September 2005 - January 2009
U.S. Trust Company June 2001 - August 2005
Mellon Private Wealth Management December 2000 - June 2001
State Street Global Advisors May 1999 - December 2000
Honeywell DMC Services Inc. April 1997 - April 1999
The Charles W. Warner Company August 1996 - April 1997
Southern Indiana Rural Electric Membership Corporation August 1995 - August 1996
Skills
Social Media Marketing, Strategy, Integrated Marketing, Online Advertising, Marketing Strategy, Social Media, Program Management, Multi-channel Marketing, Marketing Communications, Marketing, Direct Mail, Marketing Research, Customer Insight, Asset Management, Financial Services, Analysis, Analytics, Email Marketing, Investments
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2005
Master’s Degree, MBA, Financial & Estate Planning
Indiana University Bloomington 1991 — 1995
Bachelor's of Arts, Double Major: Journalism and Criminal Justice
Maury Scott's U.S. Trust Company Experience July 2001 - January 2007
Job Trust Officer at The Trust Company
Industry Investment Management
Experience
The Trust Company April 2007 - Present
U.S. Trust Company July 2001 - January 2007
Education
University of Richmond 1990 — 1994
The Trust Company April 2007 - Present
U.S. Trust Company July 2001 - January 2007
Education
University of Richmond 1990 — 1994
Bill Schofield's U.S. Trust Company Experience 2000 - 2008
Job Systems Integration Analyst
Industry Computer Software
Experience
Consultant February 2012 - Present
Bank of America - Global Wealth & Investment Management 2007 - March 2012
U.S. Trust Company 2000 - 2008
US Trust 1996 - 2007
Financial Technologies International 1985 - 1996
Education
University of East Anglia
BSc (Computer Science), Computer Science
Consultant February 2012 - Present
Bank of America - Global Wealth & Investment Management 2007 - March 2012
U.S. Trust Company 2000 - 2008
US Trust 1996 - 2007
Financial Technologies International 1985 - 1996
Education
University of East Anglia
BSc (Computer Science), Computer Science
Liz Cauble's U.S. Trust Company Experience 2001 - 2005
Job Owner, Cauble & Harre Wealth Management
Industry Financial Services
Experience
Cauble & Harre Wealth Management May 2007 - Present
U.S. Trust Company 2001 - 2005
The Humphreys Group 1996 - 2000
Education
Southern Methodist University - Cox School of Business 1990 — 1991
MBA
University of Kansas 1983 — 1987
Bachelor of Business Administration (B.B.A.)
Cauble & Harre Wealth Management May 2007 - Present
U.S. Trust Company 2001 - 2005
The Humphreys Group 1996 - 2000
Education
Southern Methodist University - Cox School of Business 1990 — 1991
MBA
University of Kansas 1983 — 1987
Bachelor of Business Administration (B.B.A.)
Salvatore Scotto, CAMS's U.S. Trust Company Experience August 1988 - March 1991
Job Chief Executive Officer at Sanctions Forensics & FCC Advisory Services
Industry Banking
Experience
Sanctions Forensics & FCC Advisory Services April 2015 - Present
Regional Head of Sanctions (interim) January 2014 - April 2015
HSBC North America Holdings March 2011 - January 2014
U.S. Department of Treasury, Office of Foreign Assets Control. April 2009 - October 2012
Bank of America August 1999 - February 2009
Bank of America October 1996 - August 1999
BankAmerica International - New York August 1993 - October 1995
Metropolitan Life May 1991 - July 1992
Bankers Trust Company August 1988 - March 1991
US Trust Company August 1988 - March 1991
Skills
OFAC, Financial Services, Banking, AML, Risk Management, Bank Secrecy Act, KYC, USA PATRIOT Act, Financial Institutions, Risk Assessment, Internal Audit, Financial Risk, Auditing, Finance, Operational Risk, Payments, Project Management, Anti Money Laundering, Sanction, Compliance, Corporate Governance, Governance, Securities, Internal Controls, Enterprise Risk..., Fraud, Due Diligence, Analysis, Program Management, Mergers & Acquisitions, Capital Markets, Credit, Financial Regulation, Operational Risk..., Policy, Equities, Management, Securities Regulation, Credit Cards, Credit Risk, Basel II, Retail Banking, Hedge Funds, Investment Banking, Fraud Detection
Education
Kingsborough Community College 1977 — 1979
AAS, Business Administration
Sanctions Forensics & FCC Advisory Services April 2015 - Present
Regional Head of Sanctions (interim) January 2014 - April 2015
HSBC North America Holdings March 2011 - January 2014
U.S. Department of Treasury, Office of Foreign Assets Control. April 2009 - October 2012
Bank of America August 1999 - February 2009
Bank of America October 1996 - August 1999
BankAmerica International - New York August 1993 - October 1995
Metropolitan Life May 1991 - July 1992
Bankers Trust Company August 1988 - March 1991
US Trust Company August 1988 - March 1991
Skills
OFAC, Financial Services, Banking, AML, Risk Management, Bank Secrecy Act, KYC, USA PATRIOT Act, Financial Institutions, Risk Assessment, Internal Audit, Financial Risk, Auditing, Finance, Operational Risk, Payments, Project Management, Anti Money Laundering, Sanction, Compliance, Corporate Governance, Governance, Securities, Internal Controls, Enterprise Risk..., Fraud, Due Diligence, Analysis, Program Management, Mergers & Acquisitions, Capital Markets, Credit, Financial Regulation, Operational Risk..., Policy, Equities, Management, Securities Regulation, Credit Cards, Credit Risk, Basel II, Retail Banking, Hedge Funds, Investment Banking, Fraud Detection
Education
Kingsborough Community College 1977 — 1979
AAS, Business Administration
Marrin, Kathleen's U.S. Trust Company Experience December 2006 - Present
Job Senior Vice President at U.S. Trust Company
Industry Banking
Experience
U.S. Trust Company December 2006 - Present
Goldman Sachs Asset Management 2000 - 2006
Goldman Sachs 2000 - 2006
The Chase Manhattan Bank 1994 - 2000
Education
Fordham Gabelli School of Business 1997 — 2001
MBA, Finance
Manhattan College 1990 — 1994
U.S. Trust Company December 2006 - Present
Goldman Sachs Asset Management 2000 - 2006
Goldman Sachs 2000 - 2006
The Chase Manhattan Bank 1994 - 2000
Education
Fordham Gabelli School of Business 1997 — 2001
MBA, Finance
Manhattan College 1990 — 1994
Jay Welker's U.S. Trust Company Experience 1997 - 2003
Job President, Wealth Management at Wells Fargo
Industry Investment Management
Experience
Wells Fargo August 2003 - Present
U.S. Trust Company 1997 - 2003
Wells Fargo Bank 1988 - 1997
Lloyds Bank 1980 - 1988
Skills
Wealth Management, Leadership, Banking, Investments, Management, Asset Management, Asset Allocation, Portfolio Management, Commercial Banking, Financial Services, Alternative Investments, Private Banking, Capital Markets, Credit, Finance, Commercial Lending, Investment Management, Series 7
Education
University of California, San Diego
Bachelor of Arts (BA), Economics
University of Southern California - Marshall School of Business
Wells Fargo August 2003 - Present
U.S. Trust Company 1997 - 2003
Wells Fargo Bank 1988 - 1997
Lloyds Bank 1980 - 1988
Skills
Wealth Management, Leadership, Banking, Investments, Management, Asset Management, Asset Allocation, Portfolio Management, Commercial Banking, Financial Services, Alternative Investments, Private Banking, Capital Markets, Credit, Finance, Commercial Lending, Investment Management, Series 7
Education
University of California, San Diego
Bachelor of Arts (BA), Economics
University of Southern California - Marshall School of Business
R. Clifford Carper's U.S. Trust Company Experience 1995 - 2005
Job Board Member, Board of Trustees at Mission Hospital
Industry Investment Management
Experience
Mission Hospital September 2008 - Present
Wilmington Trust 2005 - 2008
US Trust 1995 - 2005
U.S. Trust Company 1995 - 2005
Kemper Securites 1988 - 1995
Skills
Portfolio Management, Management, Asset Management, Wealth Management, Investments, Asset Allocation, Strategic Planning, Alternative Investments, Equities, Investment Management
Education
The University of New Mexico 1967 — 1971
Bachelors, Business Administration
New Mexico Military Institute 1965 — 1967
Mission Hospital September 2008 - Present
Wilmington Trust 2005 - 2008
US Trust 1995 - 2005
U.S. Trust Company 1995 - 2005
Kemper Securites 1988 - 1995
Skills
Portfolio Management, Management, Asset Management, Wealth Management, Investments, Asset Allocation, Strategic Planning, Alternative Investments, Equities, Investment Management
Education
The University of New Mexico 1967 — 1971
Bachelors, Business Administration
New Mexico Military Institute 1965 — 1967
Jennifer Valentino's U.S. Trust Company Experience August 1998 - April 2001
Job Executive Assistant at Quail Electronic
Industry Executive Office
Frank Lauletta's U.S. Trust Company Experience August 2001 - November 2007
Job Financial Services Professional
Industry Financial Services
Experience
U.S. Trust Company August 2001 - November 2007
Bankers Trust 1974 - 2001
Education
St. Francis College 1970 — 1974
U.S. Trust Company August 2001 - November 2007
Bankers Trust 1974 - 2001
Education
St. Francis College 1970 — 1974
Glenn M. Troost's U.S. Trust Company Experience March 1991 - June 2007
Job Glenn M. Troost, Attorney at Law
Industry Law Practice
Experience
Glenn M. Troost, Attorney at Law February 2009 - Present
U.S. Trust Company March 1991 - June 2007
Milbank, Tweed, Hadley & McCloy LLP August 1986 - December 1990
Skills
Estate Planning, Trusts, Estate Administration, Estate Law, Wills, Real Estate, Estate Tax Planning, Wealth Management, High Net Worth..., Fiduciary, Charities, Wealth Management..., Wealth, Trust Services, Succession Planning, Philanthropy, Tax Law
Education
University of Pennsylvania Law School 1983 — 1986
JD 1986
Cornell University 1979 — 1983
Industrial and Labor Relations
Monsignor Farrell 1975 — 1979
Glenn M. Troost, Attorney at Law February 2009 - Present
U.S. Trust Company March 1991 - June 2007
Milbank, Tweed, Hadley & McCloy LLP August 1986 - December 1990
Skills
Estate Planning, Trusts, Estate Administration, Estate Law, Wills, Real Estate, Estate Tax Planning, Wealth Management, High Net Worth..., Fiduciary, Charities, Wealth Management..., Wealth, Trust Services, Succession Planning, Philanthropy, Tax Law
Education
University of Pennsylvania Law School 1983 — 1986
JD 1986
Cornell University 1979 — 1983
Industrial and Labor Relations
Monsignor Farrell 1975 — 1979
Howie Fogel's U.S. Trust Company Experience 1980 - 2002
Job Treasury Services at NBT Bank
Industry Financial Services
Experience
NBT Bank June 2008 - September 2014
US Trust Company 1980 - 2002
USTrust/Bank of America 1980 - 2002
Skills
Wealth Management, Asset Management, Banking, Portfolio Management, Risk Management, Management, Investments, Financial Services, Alternative Investments, Fixed Income, Equities, Securities, Budgets, Accounting, Customer Service, Financial Analysis, Bloomberg, Strategic Financial..., Asset Allocation, Project Management, Series 7, Financial Reporting, Team Building, Financial Modeling, Strategic Planning, Investment Management, Capital Markets, Vendor Management, Process Improvement, Hedge Funds, Investment Strategies, Financial Planning, Disaster Recovery
Education
Pace University 1962 — 1968
Bachelor's degree, Accounting and Finance
NBT Bank June 2008 - September 2014
US Trust Company 1980 - 2002
USTrust/Bank of America 1980 - 2002
Skills
Wealth Management, Asset Management, Banking, Portfolio Management, Risk Management, Management, Investments, Financial Services, Alternative Investments, Fixed Income, Equities, Securities, Budgets, Accounting, Customer Service, Financial Analysis, Bloomberg, Strategic Financial..., Asset Allocation, Project Management, Series 7, Financial Reporting, Team Building, Financial Modeling, Strategic Planning, Investment Management, Capital Markets, Vendor Management, Process Improvement, Hedge Funds, Investment Strategies, Financial Planning, Disaster Recovery
Education
Pace University 1962 — 1968
Bachelor's degree, Accounting and Finance
Erin Waite (Shand)'s U.S. Trust Company Experience August 2004 - August 2006
Job Independent Financial Services Professional
Industry Financial Services
Experience
A.G. Edwards & Sons, Inc. August 2006 - August 2007
US Trust Company August 2004 - August 2006
U.S. Trust Company 2004 - 2006
Bear Stearns June 2002 - August 2004
Bear Stearns 2002 - 2004
Credit Suisse First Boston May 2000 - April 2002
Credit Suisse First Boston 2000 - 2002
Education
Bentley University 1997 — 2001
Northwestern HS 1993 — 1997
A.G. Edwards & Sons, Inc. August 2006 - August 2007
US Trust Company August 2004 - August 2006
U.S. Trust Company 2004 - 2006
Bear Stearns June 2002 - August 2004
Bear Stearns 2002 - 2004
Credit Suisse First Boston May 2000 - April 2002
Credit Suisse First Boston 2000 - 2002
Education
Bentley University 1997 — 2001
Northwestern HS 1993 — 1997
Lorinda Laub's U.S. Trust Company Experience 1998 - 2007
Job Principal at Legg Mason Investment Coounsel
Industry Investment Management
Experience
Legg Mason Investment Counsel 2007 - Present
U.S. Trust Company 1998 - 2007
Brown Brothers Harriman & Co. 1991 - 1998
Education
Trinity College-Hartford
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA
Legg Mason Investment Counsel 2007 - Present
U.S. Trust Company 1998 - 2007
Brown Brothers Harriman & Co. 1991 - 1998
Education
Trinity College-Hartford
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA
Samuel Rosenfeld PMP CSM's U.S. Trust Company Experience March 1983 - April 2007
Job Vice President, Applications Development at CIT Bank
Industry Information Technology and Services
Experience
CIT March 2012 - Present
MetLife September 2009 - November 2012
Fiduciary Trust Company October 2008 - November 2009
AIG June 2008 - October 2008
Morgan Stanley April 2007 - June 2008
U.S. Trust Company March 1983 - April 2007
Bank of New York 1979 - 1983
Skills
Banking, Wealth Management, Vendor Management, Outsourcing, Asset Management, SDLC, Program Management, PMP, Asset Managment
Education
City University of New York-Herbert H. Lehman College 1974 — 1978
EMT Basic Class
CIT March 2012 - Present
MetLife September 2009 - November 2012
Fiduciary Trust Company October 2008 - November 2009
AIG June 2008 - October 2008
Morgan Stanley April 2007 - June 2008
U.S. Trust Company March 1983 - April 2007
Bank of New York 1979 - 1983
Skills
Banking, Wealth Management, Vendor Management, Outsourcing, Asset Management, SDLC, Program Management, PMP, Asset Managment
Education
City University of New York-Herbert H. Lehman College 1974 — 1978
EMT Basic Class
David Quizon's U.S. Trust Company Experience April 1997 - March 2006
Job Senior Vice President/Senior Credit Administrator at Pacific Mercantile Bank
Industry Banking
Experience
Pacific Mercantile Bank September 2014 - Present
International City Bank May 2012 - April 2014
Community West Bank August 2011 - May 2012
San Diego Private Bank March 2006 - July 2011
U.S. Trust Company April 1997 - March 2006
Heller Financial May 1996 - April 1997
First Interstate Bank June 1993 - May 1996
Landmark Bank September 1990 - June 1993
Skills
Commercial Banking, Mergers & Acquisitions, Loans, Commercial Lending, Banking, Small Business Lending, Strategic Planning, Treasury Management, Portfolio Management, Asset Based Lending, Credit Risk, Commercial Mortgages, Loan Origination, Lines Of Credit, Finance, Financial Analysis, Cash Management, Credit, Private Banking, Credit Analysis, Leadership
Education
UC Davis 1985 — 1990
BA, Economics
Pacific Mercantile Bank September 2014 - Present
International City Bank May 2012 - April 2014
Community West Bank August 2011 - May 2012
San Diego Private Bank March 2006 - July 2011
U.S. Trust Company April 1997 - March 2006
Heller Financial May 1996 - April 1997
First Interstate Bank June 1993 - May 1996
Landmark Bank September 1990 - June 1993
Skills
Commercial Banking, Mergers & Acquisitions, Loans, Commercial Lending, Banking, Small Business Lending, Strategic Planning, Treasury Management, Portfolio Management, Asset Based Lending, Credit Risk, Commercial Mortgages, Loan Origination, Lines Of Credit, Finance, Financial Analysis, Cash Management, Credit, Private Banking, Credit Analysis, Leadership
Education
UC Davis 1985 — 1990
BA, Economics
Alfonso D'Iorio's U.S. Trust Company Experience 2000 - 2007
Job Senior Change Manager at Bank of America
Industry Banking
Experience
Bank of America Senior Project ManagerUS Trust Private Bank2000 - Present
U.S. Trust Company 2000 - 2007
US Trust Company 2000 - 2007
Charles Schwab - U.S. Trust Company 2000 - 2007
Education
Iona College
Bank of America Senior Project ManagerUS Trust Private Bank2000 - Present
U.S. Trust Company 2000 - 2007
US Trust Company 2000 - 2007
Charles Schwab - U.S. Trust Company 2000 - 2007
Education
Iona College
Mark Berroth's U.S. Trust Company Experience Sr. Portfolio SpecialistEnvestnet, Inc2009 - 2013
Job Private Client Liaison at U.S. Trust Company
Industry Investment Management
Experience
U.S. Trust Company Sr. Portfolio SpecialistEnvestnet, Inc2009 - 2013
Envestnet Asset Management 2009 - 2010
Fidelity Investments 2005 - 2007
Zurich Scudder Investments 2000 - 2002
Zurich Scudder Investments 1993 - 1999
Scudder Kemper Investments 1993 - 1999
Education
University of California, Santa Barbara 1986 — 1991
U.S. Trust Company Sr. Portfolio SpecialistEnvestnet, Inc2009 - 2013
Envestnet Asset Management 2009 - 2010
Fidelity Investments 2005 - 2007
Zurich Scudder Investments 2000 - 2002
Zurich Scudder Investments 1993 - 1999
Scudder Kemper Investments 1993 - 1999
Education
University of California, Santa Barbara 1986 — 1991
Pui Tak (Charlie) Lam's U.S. Trust Company Experience July 1997 - February 2005
Job IT Specialist
Industry Information Technology and Services
Experience
Federal Reserve Bank of New York July 2012 - Present
Charles Schwab February 2005 - 2012
US Trust Company July 1997 - February 2005
Waldorf Liquor Shop 1995 - 1997
Skills
Information Security, Information Security..., Qualys, Active Directory, VBScript, PowerBuilder, DOS commands, Group Policy, Powershell, Perl Script, Windows Server, Novell Netware, Integration, Operating Systems, Servers, Troubleshooting
Education
City University of New York City College
BS, Computer Science, GPA 3.5
Federal Reserve Bank of New York July 2012 - Present
Charles Schwab February 2005 - 2012
US Trust Company July 1997 - February 2005
Waldorf Liquor Shop 1995 - 1997
Skills
Information Security, Information Security..., Qualys, Active Directory, VBScript, PowerBuilder, DOS commands, Group Policy, Powershell, Perl Script, Windows Server, Novell Netware, Integration, Operating Systems, Servers, Troubleshooting
Education
City University of New York City College
BS, Computer Science, GPA 3.5
Al Freise's U.S. Trust Company Experience 1987 - 2008
Job Retired
Industry Computer Software
Experience
None February 2011 - Present
Town of Oyster Bay February 2010 - February 2011
US Trust July 1986 - June 2008
U.S. Trust, Bank of America Private Wealth Management 1987 - 2008
Bank of America - Global Wealth & Investment Management 1987 - 2008
US Trust 1987 - 2008
U.S. Trust Company 1987 - 2008
Skills
Banking, Asset Managment, Portfolio Management, SDLC, Mainframe, Alternative Investments, Asset Management, Business Process..., Capital Markets, Trading, Back Office, Credit, Private Banking, Business Analysis, Mutual Funds, Financial Services, Requirements Gathering, Fixed Income, Wealth Management, Equities, Visio, JCL, IT Strategy, Project Portfolio..., Securities, Hedge Funds, Bloomberg, Strategic Financial..., Business Requirements, Operational Risk..., Vendor Management, Series 7, CICS, Derivatives, Risk Management, Investments, Project Management, Process Improvement, Relationship Management, PMO
Education
Hofstra University 1968 — 1975
Bachelor of Business Administration (BBA)
None February 2011 - Present
Town of Oyster Bay February 2010 - February 2011
US Trust July 1986 - June 2008
U.S. Trust, Bank of America Private Wealth Management 1987 - 2008
Bank of America - Global Wealth & Investment Management 1987 - 2008
US Trust 1987 - 2008
U.S. Trust Company 1987 - 2008
Skills
Banking, Asset Managment, Portfolio Management, SDLC, Mainframe, Alternative Investments, Asset Management, Business Process..., Capital Markets, Trading, Back Office, Credit, Private Banking, Business Analysis, Mutual Funds, Financial Services, Requirements Gathering, Fixed Income, Wealth Management, Equities, Visio, JCL, IT Strategy, Project Portfolio..., Securities, Hedge Funds, Bloomberg, Strategic Financial..., Business Requirements, Operational Risk..., Vendor Management, Series 7, CICS, Derivatives, Risk Management, Investments, Project Management, Process Improvement, Relationship Management, PMO
Education
Hofstra University 1968 — 1975
Bachelor of Business Administration (BBA)
Peter Binetti's U.S. Trust Company Experience 1986 - 2008
Job Managing Member at PDB Accounting Services, LLC
Industry Financial Services
Experience
Independent Representative August 2013 - Present
PDB Accounting Services, LLC January 1991 - Present
US Trust Company 1986 - 2008
U. S. Trust Company 1986 - 2008
Skills
Investments, Small Business, Financial Services, Management, Banking, Mutual Funds, Securities, Strategic Financial..., Asset Management, Series 7, Customer Service, Portfolio Management, Alternative Investments, Fixed Income, Credit, Retirement Planning, Hedge Funds, Capital Markets, Bonds, Bloomberg
Education
Fordham Gabelli School of Business 1992 — 1996
MBA, Finance
Fairleigh Dickinson University 1986 — 1989
B.S., Accounting and Computer Science
Independent Representative August 2013 - Present
PDB Accounting Services, LLC January 1991 - Present
US Trust Company 1986 - 2008
U. S. Trust Company 1986 - 2008
Skills
Investments, Small Business, Financial Services, Management, Banking, Mutual Funds, Securities, Strategic Financial..., Asset Management, Series 7, Customer Service, Portfolio Management, Alternative Investments, Fixed Income, Credit, Retirement Planning, Hedge Funds, Capital Markets, Bonds, Bloomberg
Education
Fordham Gabelli School of Business 1992 — 1996
MBA, Finance
Fairleigh Dickinson University 1986 — 1989
B.S., Accounting and Computer Science
Laura Mullahy's U.S. Trust Company Experience 1988 - 2008
Job Health Center Manager at Random House
Industry Publishing
Experience
Random House February 2008 - Present
U.S.Trust Company February 1988 - February 2008
U.S. Trust Company 1988 - 2008
US Trust 1988 - 2008
Education
Brooklyn College
Random House February 2008 - Present
U.S.Trust Company February 1988 - February 2008
U.S. Trust Company 1988 - 2008
US Trust 1988 - 2008
Education
Brooklyn College
Karen Unger's U.S. Trust Company Experience 1990 - 2006
Job Vice President at Bank of America/Merrill Lynch
Industry Financial Services
Experience
Bank of America/Merrill Lynch March 2010 - Present
Karen Unger February 2009 - March 2010
RBS/Citizens Bank NA June 2006 - February 2009
U.S. Trust Company 1990 - 2006
Skills
Alternative Investments, Wealth Management, Asset Managment, Strategic Financial..., Cash Management, Private Banking, Wealth, Equities, Securities, Risk Management, Credit, Loans, Relationship Management, Fixed Income, Financial Advisory, Banking, Management, Estate Planning, Financial Services, Investments, Portfolio Management, Asset Management, Financial Analysis, Credit Risk, Investment Advisory, Business Development, Asset Allocation, Investment Strategies, Series 7, High Net Worth..., Investment Management, Treasury Management, Financial Risk, Credit Analysis, Finance, Mortgage Lending
Education
Mount Holyoke College 1975 — 1978
BA, French Studies
Bank of America/Merrill Lynch March 2010 - Present
Karen Unger February 2009 - March 2010
RBS/Citizens Bank NA June 2006 - February 2009
U.S. Trust Company 1990 - 2006
Skills
Alternative Investments, Wealth Management, Asset Managment, Strategic Financial..., Cash Management, Private Banking, Wealth, Equities, Securities, Risk Management, Credit, Loans, Relationship Management, Fixed Income, Financial Advisory, Banking, Management, Estate Planning, Financial Services, Investments, Portfolio Management, Asset Management, Financial Analysis, Credit Risk, Investment Advisory, Business Development, Asset Allocation, Investment Strategies, Series 7, High Net Worth..., Investment Management, Treasury Management, Financial Risk, Credit Analysis, Finance, Mortgage Lending
Education
Mount Holyoke College 1975 — 1978
BA, French Studies
Michael Lindquist's U.S. Trust Company Experience March 1998 - August 2006
Job Senior Vice President/Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management
Industry Investment Management
Experience
U.S. Trust, Bank of America Private Wealth Management November 2009 - Present
BNY Mellon Wealth Management August 2008 - November 2009
Lehman Brothers August 2006 - August 2008
U.S. Trust Company March 1998 - August 2006
State Street Bank March 1996 - March 1998
Skills
Wealth Management
Education
Ithaca College 1991 — 1995
BS, Applied Economics
U.S. Trust, Bank of America Private Wealth Management November 2009 - Present
BNY Mellon Wealth Management August 2008 - November 2009
Lehman Brothers August 2006 - August 2008
U.S. Trust Company March 1998 - August 2006
State Street Bank March 1996 - March 1998
Skills
Wealth Management
Education
Ithaca College 1991 — 1995
BS, Applied Economics
Peter Gerrer's U.S. Trust Company Experience 1996 - 1999
Job Senior Consultant at Financial Services Management Consulting
Industry Financial Services
Experience
Financial Services Management Consulting 2005 - Present
Wells Fargo Bank 2001 - 2005
First Union National Bank 1999 - 2001
U.S. Trust Company 1996 - 1999
Bank of America 1989 - 1995
First Interstate Bank 1987 - 1989
Bankers Trust Company 1986 - 1987
Crocker National Bank 1977 - 1986
Education
Saint Bonaventure University 1968 — 1972
BS, Pre Medical Sciences
Financial Services Management Consulting 2005 - Present
Wells Fargo Bank 2001 - 2005
First Union National Bank 1999 - 2001
U.S. Trust Company 1996 - 1999
Bank of America 1989 - 1995
First Interstate Bank 1987 - 1989
Bankers Trust Company 1986 - 1987
Crocker National Bank 1977 - 1986
Education
Saint Bonaventure University 1968 — 1972
BS, Pre Medical Sciences
Thomas Martyn's U.S. Trust Company Experience 1995 - 2006
Job Executive Director at JP Morgan Chase
Industry Banking
Experience
JP Morgan Chase May 2010 - Present
Citi Trust July 2006 - May 2010
U.S. Trust Company 1995 - 2006
Education
Fordham University
Bachelor of Science, Finance & Accounting
Iona Preparatory School
St. John's University School of Law
JD
JP Morgan Chase May 2010 - Present
Citi Trust July 2006 - May 2010
U.S. Trust Company 1995 - 2006
Education
Fordham University
Bachelor of Science, Finance & Accounting
Iona Preparatory School
St. John's University School of Law
JD
Paula Sheedy's U.S. Trust Company Experience 2006 - 2006
Job Retired at 2014
Industry Investment Management
Experience
2014 Senior Vice PresidentUS Trust/Bank of AmericaJuly 2009 - June 2014
Lehman Brothers 2006 - 2007
US Trust Company 2006 - 2006
State Street Bank and Trust Company 1988 - 2003
BNY/Mellon (Boston Safe Deposit & Trust Company) 1986 - 1988
Skills
Financial Services, Wealth Management, Investment Management, Series 7, Asset Allocation, Risk Management, Retirement Planning, Fixed Income, Investments, Portfolio Management, Estate Planning, Mutual Funds
Education
Babson College
MBA, Finance
Boston College
B.S., Business Administration
2014 Senior Vice PresidentUS Trust/Bank of AmericaJuly 2009 - June 2014
Lehman Brothers 2006 - 2007
US Trust Company 2006 - 2006
State Street Bank and Trust Company 1988 - 2003
BNY/Mellon (Boston Safe Deposit & Trust Company) 1986 - 1988
Skills
Financial Services, Wealth Management, Investment Management, Series 7, Asset Allocation, Risk Management, Retirement Planning, Fixed Income, Investments, Portfolio Management, Estate Planning, Mutual Funds
Education
Babson College
MBA, Finance
Boston College
B.S., Business Administration
Frederick Cheung, CFA's U.S. Trust Company Experience January 2001 - December 2003
Job Investment Consultant | Portfolio Strategist
Industry Financial Services
Experience
HT Partners, LLC July 2009 - December 2012
Sontag Advisory, LLC March 2006 - June 2009
Vice President Diverse Roles May 1999 - March 2006
U.S. Trust Company January 2001 - December 2003
Skills
Financial Services, Financial Advice, Investment Solutions, Alpha Generation, Investment Strategies, Asset Allocation, Bloomberg, Morningstar Direct, Zephyr Style Advisor, Factset, Envestnet Tamarac..., Microsoft Office, Investments, Mutual Funds, ETFs
Education
Dickinson College
Bachelor of Arts (B.A.), Economics
HT Partners, LLC July 2009 - December 2012
Sontag Advisory, LLC March 2006 - June 2009
Vice President Diverse Roles May 1999 - March 2006
U.S. Trust Company January 2001 - December 2003
Skills
Financial Services, Financial Advice, Investment Solutions, Alpha Generation, Investment Strategies, Asset Allocation, Bloomberg, Morningstar Direct, Zephyr Style Advisor, Factset, Envestnet Tamarac..., Microsoft Office, Investments, Mutual Funds, ETFs
Education
Dickinson College
Bachelor of Arts (B.A.), Economics
Jeanne Scungio's U.S. Trust Company Experience 2000 - 2004
Job Managing Director at First Republic Bank
Industry Financial Services
Experience
First Republic Bank September 2004 - Present
Ronald McDonald House of New York 1993 - Present
US Trust Company 2000 - 2004
JP Morgan Chase 1988 - 1996
Education
Providence College 1984 — 1988
BS, Finance
St Mary's Academy 1981 — 1984
College Prep
First Republic Bank September 2004 - Present
Ronald McDonald House of New York 1993 - Present
US Trust Company 2000 - 2004
JP Morgan Chase 1988 - 1996
Education
Providence College 1984 — 1988
BS, Finance
St Mary's Academy 1981 — 1984
College Prep
Kathy Freed, CFP®'s U.S. Trust Company Experience June 2003 - November 2006
Job Director at Threshold Group
Industry Investment Management
Experience
Threshold Group April 2015 - Present
Citizens Bank December 2007 - March 2015
World Affairs Council of Philadelphia 2012 - 2015
Convergent Wealth Advisors 2006 - 2008
US Trust Company June 2003 - November 2006
Pennsylvania Trust Company October 1998 - June 2003
CoreStates Bank, NA November 1984 - August 1998
Skills
Wealth Management, Alternative Investments, Asset Allocation, Investments, Series 7, Portfolio Management, Series 63, Mutual Funds, Investment Management, Investment Strategies, Asset Management, Investment Advisory, Financial Services, Securities, Wealth Management...
Education
Hamilton College
Bachelor of Arts (B.A.)
Northfield Mt Hermon
Threshold Group April 2015 - Present
Citizens Bank December 2007 - March 2015
World Affairs Council of Philadelphia 2012 - 2015
Convergent Wealth Advisors 2006 - 2008
US Trust Company June 2003 - November 2006
Pennsylvania Trust Company October 1998 - June 2003
CoreStates Bank, NA November 1984 - August 1998
Skills
Wealth Management, Alternative Investments, Asset Allocation, Investments, Series 7, Portfolio Management, Series 63, Mutual Funds, Investment Management, Investment Strategies, Asset Management, Investment Advisory, Financial Services, Securities, Wealth Management...
Education
Hamilton College
Bachelor of Arts (B.A.)
Northfield Mt Hermon
Cynthia Temple's U.S. Trust Company Experience January 2000 - December 2001
Job Senior Vice President/ Senior Relationship Manager at HSBC
Industry Banking
Experience
HSBC Private Bank October 2006 - Present
HSBC Private Bank April 2002 - October 2006
US Trust company January 2000 - December 2001
Skills
Wealth Management, Hedge Funds, Credit, Investments, Private Banking, Relationship Management, Banking, Loans, Credit Analysis, Underwriting, Risk Management, Portfolio Management, Financial Analysis, Derivatives, High Net Worth..., Wealth Management..., Investment Management, Financial Services
Education
New York University - Leonard N. Stern School of Business 1988 — 1989
Business
Franklin & Marshall College 1978 — 1982
BA, Business/Government
Chatham Twp. High School 1974 — 1978
HSBC Private Bank October 2006 - Present
HSBC Private Bank April 2002 - October 2006
US Trust company January 2000 - December 2001
Skills
Wealth Management, Hedge Funds, Credit, Investments, Private Banking, Relationship Management, Banking, Loans, Credit Analysis, Underwriting, Risk Management, Portfolio Management, Financial Analysis, Derivatives, High Net Worth..., Wealth Management..., Investment Management, Financial Services
Education
New York University - Leonard N. Stern School of Business 1988 — 1989
Business
Franklin & Marshall College 1978 — 1982
BA, Business/Government
Chatham Twp. High School 1974 — 1978
Bruce Tria's U.S. Trust Company Experience May 2001 - April 2007
Job paralegal at Yates, Campbell & Hoeg
Industry Accounting
Experience
Yates, Campbell & Hoeg May 2011 - Present
Russell, Evans & Thompson March 2010 - May 2011
Russell, Evans & Thompson March 2010 - February 2011
U.S. Trust Company May 2001 - April 2007
US Trust 2001 - 2007
First Virginia Bank 1981 - 1997
Skills
Income Tax, Estate Administration
Education
Stanford University 1967 — 1971
BA, economics
Yates, Campbell & Hoeg May 2011 - Present
Russell, Evans & Thompson March 2010 - May 2011
Russell, Evans & Thompson March 2010 - February 2011
U.S. Trust Company May 2001 - April 2007
US Trust 2001 - 2007
First Virginia Bank 1981 - 1997
Skills
Income Tax, Estate Administration
Education
Stanford University 1967 — 1971
BA, economics
John Coniglione's U.S. Trust Company Experience January 1980 - January 1990
Job Quality Assurance Professional, Application Testing and Defect Managment
Industry Information Technology and Services
Experience
Staten Island University Hospital January 2009 - Present
JPMorgan Chase January 1994 - January 2008
United States Trust Company of NY January 1990 - September 1994
US Trust Company January 1980 - January 1990
Education
Kingsborough Community College 1975 — 1977
AAS, Technology / Data Processing
New York University
Certificate, Computer Programming
Staten Island University Hospital January 2009 - Present
JPMorgan Chase January 1994 - January 2008
United States Trust Company of NY January 1990 - September 1994
US Trust Company January 1980 - January 1990
Education
Kingsborough Community College 1975 — 1977
AAS, Technology / Data Processing
New York University
Certificate, Computer Programming
Martin Menton, CFP, CTFA's U.S. Trust Company Experience April 2011 - Present
Job Vice President at U.S. Trust
Industry Financial Services
Experience
U.S. Trust Company April 2011 - Present
WTAS January 2008 - March 2009
PNC Wealth Management September 2001 - January 2008
Legg Mason 1995 - 1999
Skills
Asset Management, Wealth Management, Investments, Asset Allocation, High Net Worth..., Financial Planning, Trusts, Portfolio Management, New Business Development, PowerPoint, Word, Excel, Banking, Estate Planning, Wealth, Training, Investment Management, Trust Services
Education
Saint Vincent College 1978 — 1982
BA, Psychology/Business
Gonzaga High School 1974 — 1978
College Prep
U.S. Trust Company April 2011 - Present
WTAS January 2008 - March 2009
PNC Wealth Management September 2001 - January 2008
Legg Mason 1995 - 1999
Skills
Asset Management, Wealth Management, Investments, Asset Allocation, High Net Worth..., Financial Planning, Trusts, Portfolio Management, New Business Development, PowerPoint, Word, Excel, Banking, Estate Planning, Wealth, Training, Investment Management, Trust Services
Education
Saint Vincent College 1978 — 1982
BA, Psychology/Business
Gonzaga High School 1974 — 1978
College Prep
L Dudley's U.S. Trust Company Experience August 2002 - September 2003
Job Document Specialist at Merrill Corporation
Industry Financial Services
Experience
Merrill Corporation March 2015 - August 2015
Wells Fargo Bank September 2003 - November 2014
US Trust Company August 2002 - September 2003
U.S. Bank 1995 - March 2002
Skills
Business Process..., Process Improvement, Banking, 24x7 Production Support, Sharepoint..., User Acceptance Testing, PC Inventory Management, Business Requirements, Requirements Gathering, Requirements Analysis, Financial Services, Vendor Management Skills, Risk Management, Microsoft Office, Microsoft Excel, Microsoft Word, Visio, PowerPoint, Business Analysis
Education
Macalester College
Bachelor of Arts (B.A.), Sociology
Merrill Corporation March 2015 - August 2015
Wells Fargo Bank September 2003 - November 2014
US Trust Company August 2002 - September 2003
U.S. Bank 1995 - March 2002
Skills
Business Process..., Process Improvement, Banking, 24x7 Production Support, Sharepoint..., User Acceptance Testing, PC Inventory Management, Business Requirements, Requirements Gathering, Requirements Analysis, Financial Services, Vendor Management Skills, Risk Management, Microsoft Office, Microsoft Excel, Microsoft Word, Visio, PowerPoint, Business Analysis
Education
Macalester College
Bachelor of Arts (B.A.), Sociology
Nina (Nina Mason) Scott's U.S. Trust Company Experience 1998 - 2004
Job AVP/Loan Documentation Specialist
Industry Banking
Experience
ProAmérica Bank October 2013 - Present
Farmers & Merchants Bank August 2006 - October 2008
Mercantile Bank/South Bay Bank February 2005 - June 2006
U.S. Trust Company 1998 - 2004
HomeFed Bank 1992 - 1994
Skills
Finance, Portfolio Management, Customer Service, Funding, Commercial Real Estate, Sales, Commercial Banking, Small Business Lending, Consumer Lending, Branch Banking, Mortgage Lending, Loan Origination, Retail Banking, Banking, Risk Management, Financial Analysis, Lines Of Credit
Education
California State University-Dominguez Hills 1980 — 1982
N/A, Business/Accounting
CURTISS Jr. HS
Carson High School
ProAmérica Bank October 2013 - Present
Farmers & Merchants Bank August 2006 - October 2008
Mercantile Bank/South Bay Bank February 2005 - June 2006
U.S. Trust Company 1998 - 2004
HomeFed Bank 1992 - 1994
Skills
Finance, Portfolio Management, Customer Service, Funding, Commercial Real Estate, Sales, Commercial Banking, Small Business Lending, Consumer Lending, Branch Banking, Mortgage Lending, Loan Origination, Retail Banking, Banking, Risk Management, Financial Analysis, Lines Of Credit
Education
California State University-Dominguez Hills 1980 — 1982
N/A, Business/Accounting
CURTISS Jr. HS
Carson High School
Deirdre Brett's U.S. Trust Company Experience 2001 - 2006
Job Team Leader at GE Asset Management
Industry Financial Services
Experience
GE Asset Management 2010 - Present
Columbia Management Advisors 2007 - 2009
Rothschild Asset Management 2007 - 2007
U.S. Trust Company 2001 - 2006
WorldInvest, Sicav, Luxembourg 1999 - 2002
WorldInvest (US) Inc 1998 - 2001
Skills
Alternative Investments, Asset Managment, Asset Allocation, Investment Management, Hedge Funds, Mutual Funds, Portfolio Management, Equities, Investments, Wealth Management, Fixed Income, Investment Strategies, Financial Services, Investment Advisory, Derivatives, Financial Modeling, Securities, Capital Markets, Asset Management, Emerging Markets
Education
University at Albany
GE Asset Management 2010 - Present
Columbia Management Advisors 2007 - 2009
Rothschild Asset Management 2007 - 2007
U.S. Trust Company 2001 - 2006
WorldInvest, Sicav, Luxembourg 1999 - 2002
WorldInvest (US) Inc 1998 - 2001
Skills
Alternative Investments, Asset Managment, Asset Allocation, Investment Management, Hedge Funds, Mutual Funds, Portfolio Management, Equities, Investments, Wealth Management, Fixed Income, Investment Strategies, Financial Services, Investment Advisory, Derivatives, Financial Modeling, Securities, Capital Markets, Asset Management, Emerging Markets
Education
University at Albany
Frank Monaco's U.S. Trust Company Experience January 1973 - August 1980
Job Retired Grievance Rep Sieu Local 32BJ
Industry Nonprofit Organization Management
Experience
SEIU May 1992 - March 2013
SEIU Local 32BJ 1992 - March 2013
Brown Harris Stevens February 1986 - May 1992
Fiduciary Trust Company January 1981 - September 1985
U.S. Trust Company January 1973 - August 1980
Skills
Negotiation, Mediation, Training, Microsoft Excel, Community Outreach, Grievances, Event Planning, Non-profits, PowerPoint, Corporate Law, Microsoft Word, Public Speaking, Fundraising, Litigation, Microsoft Office, Legal Research, Social Media Marketing, Social Justice, Nonprofits, Research
Education
City University of New York-Brooklyn College 1971 — 1972
High School, Liberal arts
SEIU May 1992 - March 2013
SEIU Local 32BJ 1992 - March 2013
Brown Harris Stevens February 1986 - May 1992
Fiduciary Trust Company January 1981 - September 1985
U.S. Trust Company January 1973 - August 1980
Skills
Negotiation, Mediation, Training, Microsoft Excel, Community Outreach, Grievances, Event Planning, Non-profits, PowerPoint, Corporate Law, Microsoft Word, Public Speaking, Fundraising, Litigation, Microsoft Office, Legal Research, Social Media Marketing, Social Justice, Nonprofits, Research
Education
City University of New York-Brooklyn College 1971 — 1972
High School, Liberal arts
Virginia McPherson's U.S. Trust Company Experience June 2009 - Present
Job Banking Professional
Industry Banking
Experience
US Trust Company June 2009 - Present
U S TRUST COMPANY 1984 - 2009
US Trust, Bank of America 1984 - 2009
U.S. Trust Company of New York 1979 - 2009
USTrust, Bank of America Private Wealth Management 1979 - 2009
Skills
Wealth Management, Securities
Education
Pace University - Lubin School of Business
BBA, MANAGEMENT
US Trust Company June 2009 - Present
U S TRUST COMPANY 1984 - 2009
US Trust, Bank of America 1984 - 2009
U.S. Trust Company of New York 1979 - 2009
USTrust, Bank of America Private Wealth Management 1979 - 2009
Skills
Wealth Management, Securities
Education
Pace University - Lubin School of Business
BBA, MANAGEMENT
Dennis Kunisaki's U.S. Trust Company Experience 1993 - 2009
Job Consultant and Coach at Executive Service Corps of Southern California
Industry Financial Services
Experience
Executive Service Corps of Southern California May 2010 - Present
US Trust April 2008 - March 2009
U.S. Trust, Bank of America Private Wealth Management 1993 - 2009
U.S. Trust Company 1993 - 2009
Merrill Lynch February 2007 - April 2008
US Trust February 1993 - February 2007
Skills
Investments, Wealth Management..., Management, High Net Worth..., Investment Management, Relationship Management, Strategic Planning, Retirement, Retirement Planning, Financial Advisory, Insurance, Portfolio Management, Wealth, Wealth Management, Finance, Mutual Funds, Strategic Financial..., Asset Allocation
Education
The Institute of Certified Bankers 1996 — 1996
Certified Retirement Services Professional
College for Financial Planning 1986 — 1988
Certified Financial Planner, Financial Planning
Calipatria High School 1964 — 1968
California State University-Los Angeles
Bachelor of Science, Business Administration
Executive Service Corps of Southern California May 2010 - Present
US Trust April 2008 - March 2009
U.S. Trust, Bank of America Private Wealth Management 1993 - 2009
U.S. Trust Company 1993 - 2009
Merrill Lynch February 2007 - April 2008
US Trust February 1993 - February 2007
Skills
Investments, Wealth Management..., Management, High Net Worth..., Investment Management, Relationship Management, Strategic Planning, Retirement, Retirement Planning, Financial Advisory, Insurance, Portfolio Management, Wealth, Wealth Management, Finance, Mutual Funds, Strategic Financial..., Asset Allocation
Education
The Institute of Certified Bankers 1996 — 1996
Certified Retirement Services Professional
College for Financial Planning 1986 — 1988
Certified Financial Planner, Financial Planning
Calipatria High School 1964 — 1968
California State University-Los Angeles
Bachelor of Science, Business Administration
Dwight Liu's U.S. Trust Company Experience 1990 - 1999
Job Chief Financial Officer at Covington Capital Management
Industry Financial Services
Experience
Covington Capital Management 2004 - Present
US Trust Company 1990 - 1999
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Business
Covington Capital Management 2004 - Present
US Trust Company 1990 - 1999
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Business
David Routh's U.S. Trust Company Experience April 1996 - January 2006
Job Director of Gift Planning at University of North Carolina at Chapel Hill
Industry Education Management
Experience
University of North Carolina at Chapel Hill Director of Gift PlanningUniversity of North Carolina at Chapel Hill2006 - Present
U.S. Trust Company April 1996 - January 2006
Education
University of North Carolina at Chapel Hill 1978 — 1982
A.B., Economics
University of North Carolina at Chapel Hill Director of Gift PlanningUniversity of North Carolina at Chapel Hill2006 - Present
U.S. Trust Company April 1996 - January 2006
Education
University of North Carolina at Chapel Hill 1978 — 1982
A.B., Economics
Kenneth Pritzker's U.S. Trust Company Experience 1988 - 1992
Job COO at Steinberg Global Asset Management
Industry Investment Management
Experience
Steinberg Global Asset Management May 1996 - Present
Milk St Cafes 1992 - 1996
US Trust Company 1988 - 1992
Education
Colgate University 1984 — 1988
BA, Political Science/ Philosophy
Steinberg Global Asset Management May 1996 - Present
Milk St Cafes 1992 - 1996
US Trust Company 1988 - 1992
Education
Colgate University 1984 — 1988
BA, Political Science/ Philosophy
Barbara A. O'Connell's U.S. Trust Company Experience October 1990 - April 2006
Job SVP, Private Banking at Northern Trust (Retired)
Industry Banking
Experience
The Northern Trust Company April 2006 - June 2015
U.S. Trust Company October 1990 - April 2006
Chase Manhattan Bank 1989 - 1990
J. P. Morgan & Co. 1986 - 1989
Skills
Wealth Management..., Asset Allocation, Wealth Management, Private Banking, Portfolio Management, Corporate Finance, Asset Management, Investment Advisory, Investment Management, Financial Services, Securities, Fixed Income, Alternative Investments, Equities, Investments, Hedge Funds
Education
Adelphi University
MBA, Finance & Investments
State University of New York Empire State College
BS, Educational Administration
The Northern Trust Company April 2006 - June 2015
U.S. Trust Company October 1990 - April 2006
Chase Manhattan Bank 1989 - 1990
J. P. Morgan & Co. 1986 - 1989
Skills
Wealth Management..., Asset Allocation, Wealth Management, Private Banking, Portfolio Management, Corporate Finance, Asset Management, Investment Advisory, Investment Management, Financial Services, Securities, Fixed Income, Alternative Investments, Equities, Investments, Hedge Funds
Education
Adelphi University
MBA, Finance & Investments
State University of New York Empire State College
BS, Educational Administration
Jay Gentry, CIMA's U.S. Trust Company Experience 2000 - 2004
Job Southeast Division Manager Senior Vice President at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds June 2015 - Present
Russell Investments April 2004 - June 2015
U.S. Trust Company 2000 - 2004
Morgan Stanley 1995 - 2000
Merrill Lynch 1989 - 1995
Skills
Investments, Asset Allocation, Alternative Investments, Mutual Funds, Series 7, Investment Strategies, ETFs, Asset Management, Investment Management, Series 63, Wealth Management, Investment Advisory, Separately Managed..., Equities, Hedge Funds, Management, Portfolio Management, Fixed Income, Securities, Series 24, Retirement Planning, Financial Services, Capital Markets
Education
Georgia State University - J. Mack Robinson College of Business 1986 — 1988
MBA, Finance
Emory University - Goizueta Business School 1981 — 1985
BBA, Finance
OppenheimerFunds June 2015 - Present
Russell Investments April 2004 - June 2015
U.S. Trust Company 2000 - 2004
Morgan Stanley 1995 - 2000
Merrill Lynch 1989 - 1995
Skills
Investments, Asset Allocation, Alternative Investments, Mutual Funds, Series 7, Investment Strategies, ETFs, Asset Management, Investment Management, Series 63, Wealth Management, Investment Advisory, Separately Managed..., Equities, Hedge Funds, Management, Portfolio Management, Fixed Income, Securities, Series 24, Retirement Planning, Financial Services, Capital Markets
Education
Georgia State University - J. Mack Robinson College of Business 1986 — 1988
MBA, Finance
Emory University - Goizueta Business School 1981 — 1985
BBA, Finance
Randi Skrelja's U.S. Trust Company Experience September 2000 - June 2004
Job Equity Analyst
Industry Financial Services
Experience
FTN Equity Capital Markets July 2006 - February 2010
Fulcrum Global Partners June 2004 - December 2005
U.S. Trust Company September 2000 - June 2004
U.S. Trust Company February 1999 - September 2000
Merrill Lynch June 1997 - October 1997
Education
Baruch College - Zicklin School of Business
MBA
Fordham University
BS
FTN Equity Capital Markets July 2006 - February 2010
Fulcrum Global Partners June 2004 - December 2005
U.S. Trust Company September 2000 - June 2004
U.S. Trust Company February 1999 - September 2000
Merrill Lynch June 1997 - October 1997
Education
Baruch College - Zicklin School of Business
MBA
Fordham University
BS
Seth Hurley's U.S. Trust Company Experience February 2000 - March 2005
Job Account Administrator
Industry Investment Management
Experience
Wells Capital Management July 2005 - March 2015
U.S. Trust Company February 2000 - March 2005
University Bank & Trust 1990 - 1997
University Bank & Trust 1990 - 1997
Skills
Investments, Asset Management, Mutual Funds, Banking, Investment Management, Wealth Management, Customer Service, Finance
Education
Skyline College 1986 — 1990
Business Administration and Management, General
Simpson University 1982 — 1984
Psychology
Wells Capital Management July 2005 - March 2015
U.S. Trust Company February 2000 - March 2005
University Bank & Trust 1990 - 1997
University Bank & Trust 1990 - 1997
Skills
Investments, Asset Management, Mutual Funds, Banking, Investment Management, Wealth Management, Customer Service, Finance
Education
Skyline College 1986 — 1990
Business Administration and Management, General
Simpson University 1982 — 1984
Psychology
Bernadette A. Breckinridge's U.S. Trust Company Experience April 2000 - July 2007
Job Officer, Associate Real Estate Asset Manager at The Northern Trust Company
Industry Real Estate
Experience
The Northern Trust Company July 2007 - Present
US Trust Company April 2000 - July 2007
Wells Fargo March 1989 - April 2000
Skills
Property Management, Real Estate, Investments, Loans, Financial Analysis, Asset Management, Due Diligence, Asset Managment, Valuation, Real Estate Transactions, Investment Properties, Real Estate Economics, Mortgage Lending, Credit Analysis, Credit, Banking, Real Estate Financing, Management, Equities, Wealth Management, Mutual Funds, Finance
Education
Unversity of Souhern California 1980 — 1981
Business Administration and Management, General
Pasadena City College 1978 — 1980
Business
The Northern Trust Company July 2007 - Present
US Trust Company April 2000 - July 2007
Wells Fargo March 1989 - April 2000
Skills
Property Management, Real Estate, Investments, Loans, Financial Analysis, Asset Management, Due Diligence, Asset Managment, Valuation, Real Estate Transactions, Investment Properties, Real Estate Economics, Mortgage Lending, Credit Analysis, Credit, Banking, Real Estate Financing, Management, Equities, Wealth Management, Mutual Funds, Finance
Education
Unversity of Souhern California 1980 — 1981
Business Administration and Management, General
Pasadena City College 1978 — 1980
Business
Gina Furie's U.S. Trust Company Experience December 2005 - July 2007
Job Vice President at JP Morgan Chase
Industry Banking
Experience
JP Morgan Chase October 2008 - Present
Bear Stearns & Co Inc July 2007 - October 2008
U.S. Trust Company December 2005 - July 2007
ING Furman Selz Asset Management August 1999 - December 2005
Skills
Asset Managment, Fixed Income, Asset Management, Investments, Trading, Management, Investment Banking, Wealth Management, Hedge Funds, Securities
Education
City University of New York-College of Staten Island 1984 — 1987
Business Management/Liberal Arts
St. John's University 1983 — 1984
Liberal Arts
JP Morgan Chase October 2008 - Present
Bear Stearns & Co Inc July 2007 - October 2008
U.S. Trust Company December 2005 - July 2007
ING Furman Selz Asset Management August 1999 - December 2005
Skills
Asset Managment, Fixed Income, Asset Management, Investments, Trading, Management, Investment Banking, Wealth Management, Hedge Funds, Securities
Education
City University of New York-College of Staten Island 1984 — 1987
Business Management/Liberal Arts
St. John's University 1983 — 1984
Liberal Arts
Monique Dumont's U.S. Trust Company Experience January 2004 - June 2004
Job Executive Assistant at Bank of America
Industry Banking
Experience
U.S. Trust, Bank of America Private Wealth Management June 2004 - Present
U.S. Trust Company January 2004 - June 2004
Environmental Careers Organization August 2003 - November 2003
Skills
Banking, Outlook, Administrative..., Lotus Notes, Microsoft Excel, Customer Service, Office Management, Microsoft Office, PowerPoint, Access, Spreadsheets, Credit
Education
Emerson College
U.S. Trust, Bank of America Private Wealth Management June 2004 - Present
U.S. Trust Company January 2004 - June 2004
Environmental Careers Organization August 2003 - November 2003
Skills
Banking, Outlook, Administrative..., Lotus Notes, Microsoft Excel, Customer Service, Office Management, Microsoft Office, PowerPoint, Access, Spreadsheets, Credit
Education
Emerson College
Brian Delman's U.S. Trust Company Experience July 2003 - October 2004
Job Chief Compliance Officer at Gerstein Fisher
Industry Financial Services
Experience
Gerstein Fisher February 2015 - Present
Gresham Investment Management July 2012 - March 2014
AIG Royal Alliance Associates August 2007 - June 2012
Bank of America May 2005 - August 2007
Citigroup Global Markets October 2004 - May 2005
U.S. Trust Company July 2003 - October 2004
UBS Global Asset Management February 2001 - July 2003
Skills
Regulatory Compliance, Compliance Management
Education
Marquette University 1996 — 2000
B.S., Finance
Marquette University
Bachelor of Science, Finance
Mercaz HaTorah
Gerstein Fisher February 2015 - Present
Gresham Investment Management July 2012 - March 2014
AIG Royal Alliance Associates August 2007 - June 2012
Bank of America May 2005 - August 2007
Citigroup Global Markets October 2004 - May 2005
U.S. Trust Company July 2003 - October 2004
UBS Global Asset Management February 2001 - July 2003
Skills
Regulatory Compliance, Compliance Management
Education
Marquette University 1996 — 2000
B.S., Finance
Marquette University
Bachelor of Science, Finance
Mercaz HaTorah
Dave Schelling's U.S. Trust Company Experience January 2002 - December 2010
Job Senior Vice President at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank January 2011 - Present
U.S. Trust Company January 2002 - December 2010
Skills
Investment Advisory, Wealth Management, Series 7, Asset Allocation, Alternative Investments
Education
Syracuse University - Martin J. Whitman School of Management 1987 — 1990
BS, Marketing
Wells Fargo Private Bank January 2011 - Present
U.S. Trust Company January 2002 - December 2010
Skills
Investment Advisory, Wealth Management, Series 7, Asset Allocation, Alternative Investments
Education
Syracuse University - Martin J. Whitman School of Management 1987 — 1990
BS, Marketing
Roy Kasakove's U.S. Trust Company Experience March 1989 - January 2011
Job Senior Trust Advisor at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management 2012 - Present
Fiduciary Trust Company January 2011 - June 2012
U.S. Trust Company March 1989 - January 2011
Skills
Asset Allocation, Investment Advisory, Equities, Securities, Investments, Banking, Trusts, Risk Management, Fixed Income, Global Custody, Relationship Management
Education
SUNY New Paltz
Bachelor of Arts (B.A.), Geography
PNC Wealth Management 2012 - Present
Fiduciary Trust Company January 2011 - June 2012
U.S. Trust Company March 1989 - January 2011
Skills
Asset Allocation, Investment Advisory, Equities, Securities, Investments, Banking, Trusts, Risk Management, Fixed Income, Global Custody, Relationship Management
Education
SUNY New Paltz
Bachelor of Arts (B.A.), Geography
Jennifer Muckley's U.S. Trust Company Experience March 2005 - March 2007
Job Senior Client Service Consultant at Abbot Downing
Industry Financial Services
Experience
Abbot Downing April 2007 - Present
US Trust Company March 2005 - March 2007
WEGMANS FOOD MARKETS, INC May 2003 - December 2004
Skills
Investments, Wealth Management, Financial Planning, Client Service, Trusts, High Net Worth..., Relationship Management, Trust Services, Trust Management, Family Office, Wealth Management..., Financial Advisory, Alternative Investments, Financial Analysis
Education
Wake Forest University - Babcock Graduate School of Management 2013 — 2015
Master of Business Administration (MBA), Business Management
Binghamton University - School of Management 2001 — 2005
Bachelor of Science, Business Management; Finance
CERTIFIED FINANCIAL PLANNER TM
2006 New York Bankers Association Trust and Estate School
ABA
Certified Trust and Financial Advisor
Abbot Downing April 2007 - Present
US Trust Company March 2005 - March 2007
WEGMANS FOOD MARKETS, INC May 2003 - December 2004
Skills
Investments, Wealth Management, Financial Planning, Client Service, Trusts, High Net Worth..., Relationship Management, Trust Services, Trust Management, Family Office, Wealth Management..., Financial Advisory, Alternative Investments, Financial Analysis
Education
Wake Forest University - Babcock Graduate School of Management 2013 — 2015
Master of Business Administration (MBA), Business Management
Binghamton University - School of Management 2001 — 2005
Bachelor of Science, Business Management; Finance
CERTIFIED FINANCIAL PLANNER TM
2006 New York Bankers Association Trust and Estate School
ABA
Certified Trust and Financial Advisor
Melanie Bernstein's U.S. Trust Company Experience 1988 - 1999
Job Assistant Vice President Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon July 2006 - September 2010
Goldman Sachs 2004 - 2005
State Street Corporation 2000 - 2004
U.S. Trust Company 1988 - 1999
Skills
Hedge Funds, Global Custody, Client Services, Mutual Funds, Cash Management, Settlements, Settlement, Prime Brokerage, Fixed Income, Fund Administration, Client Service, Asset Management, Equities, Securities, Corporate Actions, Investment Operations
Education
Fairleigh Dickinson University 1979 — 1983
B.S., Economics-Finance
Bank of New York Mellon July 2006 - September 2010
Goldman Sachs 2004 - 2005
State Street Corporation 2000 - 2004
U.S. Trust Company 1988 - 1999
Skills
Hedge Funds, Global Custody, Client Services, Mutual Funds, Cash Management, Settlements, Settlement, Prime Brokerage, Fixed Income, Fund Administration, Client Service, Asset Management, Equities, Securities, Corporate Actions, Investment Operations
Education
Fairleigh Dickinson University 1979 — 1983
B.S., Economics-Finance
Gale McCauley's U.S. Trust Company Experience January 1999 - January 2006
Job Administrative Assistant at UBS Securities LLC
Industry Investment Banking
Experience
UBS Securities, LLC May 2013 - Present
UBS Investment Bank May 2013 - Present
UBS 2007 - Present
UBS Securities LLC June 2006 - Present
UBS Investment Bank June 2006 - May 2013
U.S. Trust Company January 1999 - January 2006
Kidder Peabody, Inc March 1994 - August 1994
Education
Borough of Manhattan Community College
Business Management
UBS Securities, LLC May 2013 - Present
UBS Investment Bank May 2013 - Present
UBS 2007 - Present
UBS Securities LLC June 2006 - Present
UBS Investment Bank June 2006 - May 2013
U.S. Trust Company January 1999 - January 2006
Kidder Peabody, Inc March 1994 - August 1994
Education
Borough of Manhattan Community College
Business Management
Robert A. Mansi, Jr's U.S. Trust Company Experience 1999 - 2006
Job Controller at Hodson Services LLC
Industry Financial Services
Experience
Hodson Services LLC October 2006 - Present
U.S. Trust Company 1999 - 2006
Radnor Capital Management 1993 - 1999
Skills
Strategic Financial..., Microsoft Excel, Financial Analysis, Cash Management, Strategic Planning, Fiduciary, Variance Analysis, Cash Flow Forecasting, Microsoft Word, Budget, Revenue Forecasting, Budgets, Revenue Recognition, Accounting
Education
Cabrini College
BS, Accounting
Eastern University
MBA, Finance
Hodson Services LLC October 2006 - Present
U.S. Trust Company 1999 - 2006
Radnor Capital Management 1993 - 1999
Skills
Strategic Financial..., Microsoft Excel, Financial Analysis, Cash Management, Strategic Planning, Fiduciary, Variance Analysis, Cash Flow Forecasting, Microsoft Word, Budget, Revenue Forecasting, Budgets, Revenue Recognition, Accounting
Education
Cabrini College
BS, Accounting
Eastern University
MBA, Finance
Diane Sferrazza Katz's U.S. Trust Company Experience January 2005 - October 2007
Job Independent Small Business and NotforProfit Bookkeeper/Finance Manager
Industry Financial Services
Experience
Independent Bookkeeper/Finance Manager January 2015 - Present
U.S. Trust Company January 2005 - October 2007
U.S. Trust Company January 1996 - December 2002
Citibank Private Bank November 1986 - March 1993
Education
Fordham University - Graduate School of Business Administration 1986 — 1990
MBA
Fairfield University 1979 — 1983
B.S.
Independent Bookkeeper/Finance Manager January 2015 - Present
U.S. Trust Company January 2005 - October 2007
U.S. Trust Company January 1996 - December 2002
Citibank Private Bank November 1986 - March 1993
Education
Fordham University - Graduate School of Business Administration 1986 — 1990
MBA
Fairfield University 1979 — 1983
B.S.
Tracy McCarthy's U.S. Trust Company Experience 1996 - 2005
Job Wealth Management Executive
Industry Financial Services
Experience
BNY Mellon Wealth Management September 2013 - April 2015
McCarthy Consulting June 2012 - August 2013
Angelus Foundation March 2012 - July 2012
Lloyds TSB Private Banking July 2008 - November 2011
BNY Mellon 2006 - 2008
U.S. Trust Company 1996 - 2005
Bank of New York Mellon 1987 - 1996
Citibank 1983 - 1987
Skills
Strategy, Wealth Management, Wealth Management..., Wealth, Investments, Business Development, Management, Change Management, Asset Management, New Business Development, Private Banking, Portfolio Management, Entrepreneurship, Business Planning, Financial Services, Alternative Investments, Risk Management, High Net Worth..., Strategic Financial..., Strategic Planning, Business Strategy, Investment Strategies, Marketing Strategy, Relationship Management, Private Equity, Marketing, Asset Managment, Change Leadership, Strategy Development, Philanthropy
Education
University of Maryland College Park 1976 — 1979
BA, Government and Politics
St. Francis University 1975 — 1976
Pace University - Lubin School of Business
30 credits toward Masters Degree in Marketing
BNY Mellon Wealth Management September 2013 - April 2015
McCarthy Consulting June 2012 - August 2013
Angelus Foundation March 2012 - July 2012
Lloyds TSB Private Banking July 2008 - November 2011
BNY Mellon 2006 - 2008
U.S. Trust Company 1996 - 2005
Bank of New York Mellon 1987 - 1996
Citibank 1983 - 1987
Skills
Strategy, Wealth Management, Wealth Management..., Wealth, Investments, Business Development, Management, Change Management, Asset Management, New Business Development, Private Banking, Portfolio Management, Entrepreneurship, Business Planning, Financial Services, Alternative Investments, Risk Management, High Net Worth..., Strategic Financial..., Strategic Planning, Business Strategy, Investment Strategies, Marketing Strategy, Relationship Management, Private Equity, Marketing, Asset Managment, Change Leadership, Strategy Development, Philanthropy
Education
University of Maryland College Park 1976 — 1979
BA, Government and Politics
St. Francis University 1975 — 1976
Pace University - Lubin School of Business
30 credits toward Masters Degree in Marketing
carmelita panganiban's U.S. Trust Company Experience 1978 - 1984
Job
Industry
Experience
Federal Home Loan Bank of New York 1984 - Present
US Trust Company 1978 - 1984
Amalgamated Bank 1975 - 1978
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
American Institute of Banking 1976 — 1978
Bachelor's Degree, Banking and Financial Support Services
Philippine Normal University
BS Education
Federal Home Loan Bank of New York 1984 - Present
US Trust Company 1978 - 1984
Amalgamated Bank 1975 - 1978
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
American Institute of Banking 1976 — 1978
Bachelor's Degree, Banking and Financial Support Services
Philippine Normal University
BS Education
Lea Highet, CFP(R)'s U.S. Trust Company Experience September 1994 - October 1995
Job Principal at Douglass Winthrop Advisors LLC
Industry Investment Management
Experience
Douglass Winthrop Advisors LLC January 2004 - Present
Hovey, Youngman Associates 1996 - 2003
U.S. Trust Company September 1994 - October 1995
U.S Trust Company September 1988 - June 1992
Education
Harvard College 1984 — 1988
AB magna cum laude, Hisory
Douglass Winthrop Advisors LLC January 2004 - Present
Hovey, Youngman Associates 1996 - 2003
U.S. Trust Company September 1994 - October 1995
U.S Trust Company September 1988 - June 1992
Education
Harvard College 1984 — 1988
AB magna cum laude, Hisory
Edward Handelman's U.S. Trust Company Experience 2006 - 2007
Job Managing Director/Associate General Counsel at Citi
Industry Financial Services
Experience
Citi February 1983 - Present
Bank of America April 2006 - May 2009
U.S. Trust Company 2006 - 2007
Milbank, Tweed, Hadley & McCloy LLP September 1976 - January 1982
Education
University of Pennsylvania 1973 — 1976
JD, Law
Rutgers, The State University of New Jersey-New Brunswick 1969 — 1973
AB, History
Citi February 1983 - Present
Bank of America April 2006 - May 2009
U.S. Trust Company 2006 - 2007
Milbank, Tweed, Hadley & McCloy LLP September 1976 - January 1982
Education
University of Pennsylvania 1973 — 1976
JD, Law
Rutgers, The State University of New Jersey-New Brunswick 1969 — 1973
AB, History
Tara Busse's U.S. Trust Company Experience July 1995 - September 2000
Job Independent Distributor at Premier Designs Jewelry
Industry Apparel & Fashion
Experience
Inn at Arbor Ridge February 2012 - Present
Premier Designs Jewelry March 2009 - March 2014
U.S. Trust Company July 1995 - September 2000
Education
State University of New York College at Old Westbury 1990 — 1993
Bachelor's degree, Finance and Financial Management Services
Farmingdale State College 1987 — 1989
Associates, Advertisig, Art and Design
Seaford High School
Seaford High School
Regents
Inn at Arbor Ridge February 2012 - Present
Premier Designs Jewelry March 2009 - March 2014
U.S. Trust Company July 1995 - September 2000
Education
State University of New York College at Old Westbury 1990 — 1993
Bachelor's degree, Finance and Financial Management Services
Farmingdale State College 1987 — 1989
Associates, Advertisig, Art and Design
Seaford High School
Seaford High School
Regents
Raymond Decker's U.S. Trust Company Experience January 1996 - September 1997
Job Managing Director, Head of Institutional Defined Contribution Client Service at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein February 2014 - Present
AllianceBernstein September 2005 - February 2014
Morgan Stanley April 2002 - September 2005
Morgan Stanley September 1997 - April 2002
U.S. Trust Company January 1996 - September 1997
Merrill Lynch September 1993 - January 1996
Merrill Lynch September 1990 - September 1993
Buck Consultants, Inc. June 1985 - September 1990
Bankers Trust Company August 1984 - June 1985
Skills
Institutional Client..., Retirement Plans, Defined Contribution..., 401(k), Product Management, DC Plan..., DC Product Marketing, Participant..., Asset Allocation, Series 7, Investment Management, Equities, Fixed Income, Asset Management, Retirement, Client Services, IRAs, 401k
Education
Rutgers University-New Brunswick
Bachelor's degree, Economics
AllianceBernstein February 2014 - Present
AllianceBernstein September 2005 - February 2014
Morgan Stanley April 2002 - September 2005
Morgan Stanley September 1997 - April 2002
U.S. Trust Company January 1996 - September 1997
Merrill Lynch September 1993 - January 1996
Merrill Lynch September 1990 - September 1993
Buck Consultants, Inc. June 1985 - September 1990
Bankers Trust Company August 1984 - June 1985
Skills
Institutional Client..., Retirement Plans, Defined Contribution..., 401(k), Product Management, DC Plan..., DC Product Marketing, Participant..., Asset Allocation, Series 7, Investment Management, Equities, Fixed Income, Asset Management, Retirement, Client Services, IRAs, 401k
Education
Rutgers University-New Brunswick
Bachelor's degree, Economics
Edith McDaniel's U.S. Trust Company Experience January 1986 - January 1989
Job Director of Faith Formation
Industry Religious Institutions
Experience
St. Mary of the Assumption Parish September 2014 - Present
Quality Envelope & Printing Co., Inc. January 1991 - Present
Price Waterhouse January 1989 - January 1991
US Trust Company January 1986 - January 1989
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Theological Institute, Saint John's Seminary 2010 — 2013
Master of Arts in Ministry (M.A.M.), Faith Formation
Notheastern University 1977 — 1984
Bachelor of Arts (BA), Human Resources Management/Personnel Administration, General
St. Mary of the Assumption Parish September 2014 - Present
Quality Envelope & Printing Co., Inc. January 1991 - Present
Price Waterhouse January 1989 - January 1991
US Trust Company January 1986 - January 1989
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Theological Institute, Saint John's Seminary 2010 — 2013
Master of Arts in Ministry (M.A.M.), Faith Formation
Notheastern University 1977 — 1984
Bachelor of Arts (BA), Human Resources Management/Personnel Administration, General
Calvin Allen's U.S. Trust Company Experience September 1981 - September 1995
Job Assistant Program Director at Services for the UnderServed
Industry Nonprofit Organization Management
Experience
Services for the UnderServed August 2008 - Present
Forrest Edwards Group Inc April 1997 - June 2001
U.S. Trust Company September 1981 - September 1995
Skills
Supervisory Skills
Education
CUNY Medgar Evers College 1977 — 1982
Bachelor of Science (BS), Business Management
Services for the UnderServed August 2008 - Present
Forrest Edwards Group Inc April 1997 - June 2001
U.S. Trust Company September 1981 - September 1995
Skills
Supervisory Skills
Education
CUNY Medgar Evers College 1977 — 1982
Bachelor of Science (BS), Business Management