U.S. Trust Company, N.A.

U.S. Trust Company, N.A. 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, N.A.. You can filter them based on skills, years of employment, job, education, department, and prior employment.

U.S. Trust Company, N.A. Salaries. You can even request information on how much does U.S. Trust Company, N.A. pay if you want to. Learn about salaries, pros and cons of working for U.S. Trust Company, N.A. directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

19 U.S. Trust Company, N.A. employees in database. Find out everything there's to know about U.S. Trust Company, N.A. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

U.S. Trust Company, N.A. Employees

Employee
Years
Job
Industry
Kirsten Weisser Kirsten Weisser San Francisco Bay Area Details
Kirsten Weisser's U.S. Trust Company, N.A. Experience 1997 - 2005
Job Managing Director at Evercore Wealth Management
Industry Investment Management
Experience
Evercore Wealth Management, LLC  May 2015 - Present
Mechanics Bank  2005 - December 2013
Mechanics Bank  December 2012 - October 2013
U.S. Trust Company, N.A.   1997 - 2005
Wells Fargo Bank, N.A.   March 1985 - December 1997

Skills
Bank Management, Risk Management, Wealth Management, Private Banking, Investment Management, Community Banking, Strategic Financial..., Mergers & Acquisitions, Strategic Planning, Banking, Commercial Lending, Commercial Banking, Investments, Leadership, Loans, Portfolio Management, Financial Services, Credit, Credit Analysis, Asset Management, Wealth, Business Planning, Small Business Lending, Specialties:..., Financial Planning

Education
University of California, Berkeley
A.B.

Lynn Morgenstein Lynn Morgenstein Van Nuys, California Details
Lynn Morgenstein's U.S. Trust Company, N.A. Experience March 1998 - September 2002
Job Chief Financial Officer at California Energy Contractors, Inc.
Industry Construction
Experience
California Energy Contractors, Inc.   July 1999 - Present
City National Bank  April 2010 - January 2011
U.S. Trust Company, N.A.   March 1998 - September 2002
Wells Fargo Bank  July 1996 - March 1998
First Interstate Bank of California  May 1993 - July 1996
City National Bank  April 1988 - September 1992

Skills
Small Business, Personal Trust..., Estate Administration, Investment Management, Personal Financial..., Accounting, Banking, Estate Planning, Wealth Management, Retirement Planning, Financial Analysis, Negotiation, Leadership, Marketing

Education
ABA National Graduate Trust School   1999 — 2000
Trust Administration, Estate Planning, Fiduciary Law & Compliance, Investment Management

Cannon Trust School   1994 — 1996
Trust Administration, Estate Planning, Fiduciary Law, Investment Management, Personal Finances

Santa Monica College   1986 — 1988
Associates of Arts Degree, Business Administration

Wendy Giles-Fordon Wendy Giles-Fordon Greater Los Angeles Area Details
Wendy Giles-Fordon's U.S. Trust Company, N.A. Experience 1998 - 2006
Job Vice President and Analytics Manager at Bank of the West, BNP Paribas
Industry Financial Services
Experience
Bank of the West  July 2008 - Present
City National Bank  2006 - 2008
U.S. Trust Company, N.A.   1998 - 2006

Skills
Financial Analysis, Financial Modeling, Project Management, Wealth Management, Strategic Planning, Strategy, Program Management, Investments, Leadership, Portfolio Management, Banking, Change Management, Management

Education
California State Polytechnic University-Pomona   2000 — 2003
Master of Business Administration (M.B.A.), Finance

California State Polytechnic University-Pomona   1988 — 1993
Bachelor of Arts (BA)

Demi Tupua Demi Tupua Greater Los Angeles Area Details
Demi Tupua's U.S. Trust Company, N.A. Experience June 2002 - May 2009
Job Vice President, Relationship Manager at Evercore Trust
Industry Investment Management
Experience
Evercore Trust   June 2009 - Present
U.S. Trust Company, N.A.   June 2002 - May 2009
UnitedHealth Group  January 2000 - April 2001
Gymboree Corporation  September 1996 - January 2000

Skills
Fiduciary Services, Non-Qualified Deferred..., Qualified Retirement..., Commercial Real Estate, Financial Services, Securities, Employee Benefits, Equities, Operations Management, Analysis

Education
University of Southern California - Marshall School of Business   2003 — 2006
MBA, Finance, Information Management

University of California, Berkeley   1991 — 1996
BS, Civil Engineering

Delores Brown Delores Brown Washington D.C. Metro Area Details
Delores Brown's U.S. Trust Company, N.A. Experience February 2005 - June 2009
Job Assistant Vice President
Industry Investment Management
Experience
Evercore Trust Company, N.A.   June 2009 - Present
U.S. Trust Company, N.A.   February 2005 - June 2009
United States Institute of Peace  November 1998 - February 2005

Education
Trinity University-Washington   2005 — 2007
English / Communications

Jessica (Davis) Margolis Jessica (Davis) Margolis New York, New York Details
Jessica (Davis) Margolis's U.S. Trust Company, N.A. Experience June 2005 - June 2007
Job Talent Acquisition at Capital One
Industry Staffing and Recruiting
Experience
Capital One  September 2013 - Present
Privately Held Multi Family Office   April 2012 - August 2013
Barclays Wealth  September 2008 - March 2012
Lehman Brothers  June 2007 - September 2008
U.S. Trust Company, N.A.   June 2005 - June 2007

Education
Washington University in St. Louis   2001 — 2005
BSBA

Universidad Carlos III de Madrid   2004 — 2004
Study Abroad - Spring Semester

Berwick Academy

Andrew Chan, CAIA Andrew Chan, CAIA Greater Los Angeles Area Details
Andrew Chan, CAIA's U.S. Trust Company, N.A. Experience September 2004 - July 2007
Job Portfolio Strategist at First Foundation Advisors
Industry Investment Management
Experience
First Foundation Advisors  January 2015 - Present
U.S. Trust, Bank of America Private Wealth Management   July 2007 - January 2014
U.S. Trust Company, N.A.   September 2004 - July 2007

Skills
Tactical Asset..., Private Wealth..., Alternative Investments, Portfolio Management, Hedge Funds, Mutual Funds, Fixed Income, Equities, High Net Worth..., Manager Selection, ETFs, Asset Allocation, Investment Management

Education
University of Pennsylvania - The Wharton School   2010 — 2010
Wharton/ US Trust Executive Program, Investment Management

University of California, Riverside   1999 — 2004
Business Administration, Operations and Supply Chain Management

Doris Karbaj Doris Karbaj Greater Los Angeles Area Details
Doris Karbaj's U.S. Trust Company, N.A. Experience 2001 - 2006
Job City National Bank, Wealth Mangement, Beverly Hills
Industry Financial Services
Experience
City National Bank, Wealth Management Services   August 2006 - Present
U.S. Trust Company, N.A.   2001 - 2006

Skills
Leadership, Wealth Management, Asset Allocation, Investments, Asset Management

Education
Phillips Graduate Institute   2006 — 2009
MA, Clinical Psychology

California State University, Northridge
Political Science, BA

David Herritt David Herritt Greater New York City Area Details
David Herritt's U.S. Trust Company, N.A. Experience 1996 - 2006
Job Managing Director of the Northeast Region and Family Governance Director at GenSpring Family Offices
Industry Financial Services
Experience
GenSpring Family Offices  May 2013 - Present
GenSpring Family Offices  September 2006 - Present
U.S. Trust Company, N.A.   1996 - 2006

Skills
Strategic Financial..., Investment Management, Investments, Investment Advisory, Alternative Investments, Asset Allocation, Estate Planning, Wealth Management, Retirement, Family Governance, Next Generation..., Family Communication

Education
Samford University, Cumberland School of Law   1985 — 1988
Juris Doctor

SUNY Brockport   1980 — 1985
Bachelor's degree, Political Science and Government

Corning East High School   1977 — 1980

Rick Nemec Rick Nemec Greater New York City Area Details
Rick Nemec's U.S. Trust Company, N.A. Experience 1997 - 2005
Job Vice PresidentCommercial Loan Officer at Ion Bank
Industry Banking
Experience
Ion Bank  October 2007 - Present
U.S. Trust Company, N.A.   1997 - 2005

Skills
Banking, Loans, Credit, Financial Analysis, Small Business Lending, New Business Development

Education
University of Connecticut

Alisa Kim O'Neil Alisa Kim O'Neil Greater Boston Area Details
Alisa Kim O'Neil's U.S. Trust Company, N.A. Experience 2002 - 2007
Job at
Industry Financial Services
Experience
Boston Financial Management, Inc.   September 2015 - Present
Loring, Wolcott & Coolidge   January 2013 - September 2015
Loring, Wolcott & Coolidge   May 2008 - January 2013
Cushing & Dolan   2007 - 2008
U.S. Trust Company, N.A.   2002 - 2007

Skills
Trusts, Estate Tax Planning, Estate Planning, Probate, Wealth Management, Estate Administration, Wills, Trust Services, High Net Worth..., Wealth Management..., Estate Law, Trust Management, Wealth

Education
Suffolk University Law School   1999 — 2002
Juris Doctor

William T. LaFond William T. LaFond Washington D.C. Metro Area Details
William T. LaFond's U.S. Trust Company, N.A. Experience 1999 - 2004
Job Regional Market Leader at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust  November 2011 - Present
Wilmington Trust  June 2004 - Present
U.S. Trust Company, N.A.   1999 - 2004

Education
Seton Hall University School of Law   1995 — 1999
JD, Law

University of Scranton   1989 — 1993
B.S., Accounting

St. Benedict's Prep

Jeremy St. Jean Jeremy St. Jean Springfield, Massachusetts Area Details
Jeremy St. Jean's U.S. Trust Company, N.A. Experience June 1998 - November 2006
Job Investment Professional/CrossFit Coach
Industry Financial Services
Experience
3G ENTERPRISE LLC   July 2011 - Present
CrossFit Swarm   December 2012 - April 2014
Bridgewater Savings Bank  August 2009 - July 2011
Barclays  November 2006 - August 2009
U.S. TRUST COMPANY, N.A.   June 1998 - November 2006

Skills
Investments, Asset Management, Portfolio Management, Relationship Management, Alternative Investments, Asset Allocation, Fixed Income, Wealth Management, Equities, Mutual Funds, Financial Markets, Investment Strategies, Strength & Conditioning, Personal Training, Fitness Training, CrossFit, Nutrition

Education
University of Massachusetts, Amherst   1994 — 1998
Bachelor of Arts (B.A.), Economics, 3.4

William Kuhlmann William Kuhlmann Greater Minneapolis-St. Paul Area Details
William Kuhlmann's U.S. Trust Company, N.A. Experience 2002 - 2008
Job Senior Vice PresidentTrust at Security Bank and Trust
Industry Banking
Experience
Security Bank and Trust  January 2013 - Present
Bank of America, N.A.   July 2007 - June 2012
U.S. Trust Company, N.A.   2002 - 2008
LB Community Bank and Trust (Lutheran Brotherhood)   1999 - 2002
Lindquist & Vennum PLLP  1994 - 1999
US Bank (First Trust, N.A.)   1988 - 1994
Consul Corporation   1985 - 1989
Best & Flanagan  1981 - 1983
Northern City National Bank (First Bank System)   1975 - 1981

Skills
Trust Services, Estate Planning, Wealth Management, Asset Managment, Private Banking, Asset Allocation, Investment Management, Strategic Financial..., Securities, Wealth Management..., Retirement Planning, Asset Management, Trusts, Investments, High Net Worth..., Financial Advisory, Portfolio Management, Alternative Investments, Financial Services, Succession Planning, Equities, Wealth, Estate Administration, Tax, Estate Law, Series 7, Investment Advisory

Education
University of Minnesota Law School   1972 — 1975
J.D., cum laude, Law

Carleton College   1968 — 1972
B.A., Government and International Relations

Robert Mallernee Robert Mallernee Raleigh-Durham, North Carolina Area Details
Robert Mallernee's U.S. Trust Company, N.A. Experience 1999 - 2007
Job CEO, Eton Advisors, L.P. CFA, CPA
Industry Financial Services
Experience
Eton Advisors, L.P.   June 2009 - Present
UBS AG  2007 - 2009
US Trust  1999 - 2007
U.S. Trust Company, N.A.   1999 - 2007
North Carolina Trust Company   April 1991 - August 1999
Price Waterhouse Coopers  December 1987 - March 1991
Arthur Andersen & Co.   January 1983 - November 1987

Skills
Alternative Investments, Wealth Management, Hedge Funds, Asset Allocation, Investments, Asset Management, Portfolio Management, Private Equity, Management, Investment Management, Equities, Investment Advisory, Wealth Management..., Financial Services

Education
The University of Chicago   1987 — 1991
MBA, Finance, International Business

University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1979 — 1982
BSBA, Business and Accounting

Scott Fuchs Scott Fuchs Greater New York City Area Details
Scott Fuchs's U.S. Trust Company, N.A. Experience September 2003 - December 2005
Job Assisant Treasurer, Assisant Vice President at Gabelli Asset Management
Industry Financial Services
Experience
Gabelli Asset Management  July 2010 - Present
GE Asset Management  December 2005 - June 2010
U.S. Trust Company, N.A.   September 2003 - December 2005

Skills
Portfolio Management, Investments, Financial Analysis, Bloomberg, Financial Modeling, Asset Management, Equities, Finance, Valuation, Process Improvement, Management, Corporate Finance, Capital Markets, Financial Services

Education
LIU Post
BS, Finance

Kathleen Freitas Kathleen Freitas Walnut Creek, California Details
Kathleen Freitas's U.S. Trust Company, N.A. Experience February 1999 - April 2002
Job Project Coordinator
Industry Insurance
Experience
CSAA Insurance Group  July 2014 - Present
CSAA Insurance Group  November 2008 - July 2014
City National Bank  April 2002 - November 2008
U.S. Trust Company, N.A.   February 1999 - April 2002
Transamerica  August 1996 - November 1998
Sumitomo Bank of California  September 1991 - June 1996

Skills
Vendor Management, Human Resources, Leadership, Management, Training, Access, Project Management, Budgets, Team Building, Project Planning, SharePoint, Interviews, Administrative..., New Business Development, Program Management, Troubleshooting, Cross-functional Team..., Office Management

Education
California State University-Northridge   1989 — 1991

Saint Mary's College of California   1988 — 1989

Glendale Community College   1985 — 1988

California State University-Los Angeles   1986 — 1987

John Hoffman CIMA, CPWA John Hoffman CIMA, CPWA Greater New York City Area Details
John Hoffman CIMA, CPWA's U.S. Trust Company, N.A. Experience 1996 - 2003
Job President Wealth Management Greater New York
Industry Financial Services
Experience
Northern Trust  June 2011 - Present
Northern Trust  September 2003 - June 2011
US Trust  1996 - 2003
U.S. Trust Company, N.A.   1996 - 2003

Skills
Alternative Investments, Asset Allocation, Investment Advisory, Asset Managment, Hedge Funds, Wealth Management..., Investments, Strategic Financial..., Investment Strategies, Series 7, Equities, Portfolio Management, Estate Planning, High Net Worth..., Mutual Funds, Investment Management, Private Banking, Securities, Series 63, Wealth, Bloomberg, Fixed Income

Education
Hofstra University   1991 — 1993
MBA, Finance

Hofstra University   1982 — 1986
Bachelor of Business Administration (BBA), Finance and Economics

Christine Abela Christine Abela San Francisco Bay Area Details
Christine Abela's U.S. Trust Company, N.A. Experience August 1997 - April 1999
Job Nonprofit Administrator with 10+ years experience
Industry Nonprofit Organization Management
Experience
BeyondMissing, Inc.   June 2010 - May 2013
BeyondMissing, Inc.   March 2005 - June 2010
BeyondMissing, Inc.   April 2003 - February 2005
RCP Events, Inc.   December 2000 - February 2002
ePIT, Inc.   April 2000 - September 2000
U.S. Trust Company, N.A.   August 1997 - April 1999
Wood Island Associates, Inc.   April 1994 - July 1997

Skills
Program Management, Nonprofits, Fundraising, Budgets, Management, Administration, Analysis, Strategic Planning, Grant Writing, Recruiting, Policy

Education
State University of New York at Albany
Bachelor of Arts