U.S. Trust Company of NY

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U.S. Trust Company of NY Employees

Employee
Years
Job
Industry
Armando Alemany Armando Alemany Tampa/St. Petersburg, Florida Area Details
Armando Alemany's U.S. Trust Company of NY Experience January 1988 - August 1995
Job Vice President at MasterCard Worldwide, Head of Commercial Payment Solutions for the Latin American Region
Industry Banking
Experience
MasterCard  April 2009 - Present
MasterCard Worldwide  January 1996 - Present
Bank of Montreal  September 1999 - October 2000
US Trust Company of NY  January 1988 - August 1995
Manufacturers Hanover Trust Company  April 1970 - December 1987

Skills
Credit Cards, Debit Cards, Acquiring, Banking, Cards, Cash Management, E-payments, Electronic Payments, Financial Services, Leadership, Management, Mobile Payments, Payment Card Processing, Payment Systems, Payments, Product Management, Relationship Management, Retail Banking, Risk Management, Sales, Strategy, Vendor Management

Education
Baruch College, City University of New York (CUNY)   1969 — 1973
BBA, Finance and Economics

Nadine Gordon Lee Nadine Gordon Lee Greater New York City Area Details
Nadine Gordon Lee's U.S. Trust Company of NY Experience April 1997 - December 2001
Job Managing Director & President, Colony Family Office
Industry Investment Management
Experience
The Colony Group  October 2013 - Present
Prosper Advisors LLC   February 2002 - October 2013
US Trust Company of NY  April 1997 - December 2001
U.S. Trust   1997 - 2001
Ernst & Young  1981 - 1997
Eisner & Lubin  1979 - 1981

Skills
Financial Planning, Investments, Estate Planning, Personal Finance, Income Tax, Financial Advisory, Retirement Planning, Investment Advisory, Asset Management, Alternative Investments, Asset Allocation, Retirement, Asset Managment, Wealth Management

Education
Pace University - Lubin School of Business
MS

Queens College
BA

Randy Grant Randy Grant Greater New York City Area Details
Randy Grant's U.S. Trust Company of NY Experience 1988 - 1993
Job Manager of Investment Company Processing at INVeSHARE, Inc.
Industry Investment Banking
Experience
INVeSHARE, Inc.   March 2015 - Present
Morgan Stanley  February 2012 - Present
Credit Suisse  January 2008 - April 2011
Merrill Lynch  April 2007 - January 2008
Mellon Investor Services  March 2004 - January 2006
Institutional Shareholder Services  August 1999 - November 2001
Oppenheimer Capital  November 1993 - August 1999
U.S. Trust Company of NY   1988 - 1993

Skills
Corporate Actions, Securities, Equities, Middle Office, Fixed Income, Bloomberg, Asset Managment, Capital Markets, Investment Banking, Portfolio Management, Risk Management, Financial Analysis, Settlement, Financial Services, Back Office, Hedge Funds, Investments, AML, Bloomberg Terminal, Series 7, Mergers & Acquisitions, Financial Markets, Financial Modeling, Derivatives, Securities Lending, Asset Management

Education
Rutgers, The State University of New Jersey-Newark   2008 — 2010
BUSINESS MANAGEMENT

Borough of Manhattan Community College   1989 — 1991
AAS, Business mANAGEMENT

Ana M. Padilla, MBA Ana M. Padilla, MBA Orlando, Florida Area Details
Ana M. Padilla, MBA's U.S. Trust Company of NY Experience 1995 - 1996
Job MBA Bilingual Professional with 18 years administrative management experience
Industry Insurance
Experience
AIG/Chartis Insurance  November 2010 - July 2014
Orlando Magic  October 2004 - July 2010
TIAA CREF  2010 - 2010
Orlando Magic, NBA   2004 - September 2008
Standard Times   December 2001 - June 2003
Marsh & McLennan  May 2000 - November 2001
Carr Futures  January 1997 - May 2000
U.S. Trust Company of NY   1995 - 1996
Teleautomation, Inc.   1994 - 1995

Skills
Customer Service, Project Management, Project Planning, Event Planning, Sales, Leadership, Budgets, Coaching, Management, Event Management, Human Resources, Outlook, Operations Management, Negotiation, Analysis, Marketing, Microsoft Office, Social Networking, Public Relations, Social Media

Education
University of Phoenix   2006 — 2007
MBA, Business Administration/Management

Fisher College   2002 — 2004
BS, Management

Fisher College   2001 — 2002
AS, Business Administration

City University of New York-John Jay College of Criminal Justice   1996 — 2001
Public Administration

Wilfredo Ruelas Wilfredo Ruelas Plano, Texas Details
Wilfredo Ruelas's U.S. Trust Company of NY Experience June 2000 - January 2003
Job BK Operations Management at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  August 2010 - Present
Bank of America  December 2008 - July 2010
Hudson County Social Services   January 2007 - July 2008
CORE IT SOLUTIONS   November 2005 - June 2006
Paralegal Services  February 2003 - October 2005
US Trust Company of NY  June 2000 - January 2003
Bank of New  June 1995 - November 1999

Skills
Financial Analysis, Credit, Loans, Credit Analysis, Mortgage Lending, Mortgage Banking, Banking, Loan Origination, Underwriting, Residential Mortgages, Portfolio Management, Negotiation, Process Improvement

Education
New Jersey City University   1989 — 1995
Bachelor of Science (BS), Business Administration/Finance

Chubb Institute of Technology   1993 — 1994
Diploma, Web Development

William Brightman William Brightman Jersey City, New Jersey Details
William Brightman's U.S. Trust Company of NY Experience January 1982 - January 1989
Job Personal Administrative Assistant
Industry Human Resources
Experience
Sorce Companies   January 2001 - January 2011
Sorce Realty   2001 - 2010
Hat World / Lids.com   October 1998 - June 2001
LIDS Corporation  January 1998 - January 2001
Sony Music Entertainment  January 1989 - January 1998
U.S Trust Company of NY  January 1982 - January 1989

Skills
MOS, Many organizational..., Preparing of procedures..., Knowledge of many...

Education
Netcom Learning / PC Tech   2011 — 2011
Certifications, 1) PC Tech - Microsoft Professional 2) Netcom Learning Microsoft Word, Excel and Power Point (2010)

PC Tech Learning Center

Lee Miller Lee Miller Greater New York City Area Details
Lee Miller's U.S. Trust Company of NY Experience March 1987 - June 2005
Job Managing Director
Industry Investment Management
Experience
The Glenmede Trust Company, N.A.   November 2009 - Present
J&J Blue Enterprises, LLC   October 2008 - December 2008
Threshold Group  June 2005 - October 2008
US Trust Company of NY  March 1987 - June 2005
National Westminster Bank, NA   January 1985 - January 1987
Chase Manhattan Bank  January 1982 - January 1985

Skills
Investments, Wealth Management..., Wealth, Wealth Management, Estate Planning, High Net Worth..., Financial Advisory

Education
Emory University School of Law   1979 — 1982
JD, Law

University of Pennsylvania   1976 — 1979
B.A, cum laude, American History, Art History

Colby College   1975 — 1976
n/a

Richard Daskin, CFA, CFP(R) Richard Daskin, CFA, CFP(R) Greater New York City Area Details
Richard Daskin, CFA, CFP(R)'s U.S. Trust Company of NY Experience 1979 - 1982
Job CIO RSD Advisors, consultant Cumberland Advisors, Harvest Advisors
Industry Investment Management
Experience
RSD Advisors   January 2010 - Present
Cumberland Advisors   March 2013 - Present
Harvest Investments, LTD  October 2008 - December 2013
Goldstein Capital   April 2006 - October 2008
First Albany Corp  1995 - 2006
Donaldson Lufkin & Jenrette  1989 - 1994
Alex Brown & Sons  1982 - 1986
Lazard Freres  1982 - 1986
Chemical Bank  1981 - 1985
US Trust Company of NY  1979 - 1982

Skills
Financial Analysis, People Skills, Financial Planning, Strategic Financial..., Fixed Income, Investments, Equities, Capital Markets, Asset Management, Hedge Funds, Wealth Management, Mutual Funds, Alternative Investments, Trading, Asset Allocation, Derivatives, Economics, Investment Management, Portfolio Management, Bonds, Finance, Municipal Bonds, High Yield Bonds, Public Finance

Education
University at Albany, SUNY   1975 — 1979
BA, Economics and Computer Science

Division Avenue High School   1971 — 1975
HS, Academic

Elba Vasquez Elba Vasquez Greater New York City Area Details
Elba Vasquez's U.S. Trust Company of NY Experience 1990 - 1996
Job Senior Vice President at HSBC Global Asset Management (USA) Inc.
Industry Financial Services
Experience
HSBC Global Asset Management (USA) Inc.   June 2003 - Present
Citi Fund Services Ohio, Inc.   May 1996 - April 2003
BISYS  1996 - 2003
Funds Distributor Inc  1996 - 2001
US Trust  March 1990 - May 1996
U.S. Trust Company of NY   1990 - 1996

Skills
Financial Services, Mutual Funds, Portfolio Management, Wealth Management, Asset Management, Relationship Management, Investments, Asset Managment, Product Management, Securities, Banking, Investment Strategies, Risk Management, Marketing Communications, Series 7, Equities, Capital Markets, Fixed Income, Series 63

Education
Pace University   1990 — 1998

Kevin Livingston Kevin Livingston Greater New York City Area Details
Kevin Livingston's U.S. Trust Company of NY Experience 1996 - 2005
Job Partner at Consonance Capital
Industry Financial Services
Experience
Consonance Capital  September 2005 - Present
US Trust  July 1996 - August 2005
US Trust Company of NY  1996 - 2005

Skills
Hedge Funds, Alternative Investments, Equities, Asset Management, Finance, Investments

Education
Columbia University - Columbia Business School   2000 — 2002
MBA, Finance

Alfred University   1989 — 1993
BS, Accounting

Craig Fasano Craig Fasano Greater New York City Area Details
Craig Fasano's U.S. Trust Company of NY Experience August 1999 - April 2003
Job Managing Director Sontag Advisory LLC
Industry Investment Management
Experience
Sontag Advisory LLC   April 2003 - Present
US Trust Company of NY  August 1999 - April 2003
US Trust  1999 - 2003

Skills
High Net Worth..., Investment Management, Strategic Financial..., Wealth Management, Financial Planning

Education
New York Law School   1996 — 1999
Juris Doctorate

Rutgers, The State University of New Jersey-New Brunswick   1992 — 1996
Bachelor's degree

Scott Kefer, CFA Scott Kefer, CFA Greater New York City Area Details
Scott Kefer, CFA's U.S. Trust Company of NY Experience September 1995 - March 1999
Job Sr. Portfolio Manager at Victory Capital Management
Industry Investment Management
Experience
Victory Capital Management  June 2003 - Present
Victory Capital Management  March 1999 - Present
NewBridge Partners, LLC   March 1999 - June 2003
U.S. Trust Company of NY   September 1995 - March 1999
U.S. Trust Company of NY   September 1993 - August 1995

Skills
Portfolio Management, Investment Management, Asset Managment, Equities, Investments, Securities, Research, Analysis, Emerging Growth..., Business Development, Risk Management, Due Diligence, Asset Allocation, Financial Modeling, Hedge Funds, Private Equity, Trading, Bloomberg, Alternative Investments, Mutual Funds, Investment Strategies, Equity Research

Education
Skidmore College   1989 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General

Elisa Blackman Elisa Blackman Greater New York City Area Details
Elisa Blackman's U.S. Trust Company of NY Experience 1989 - 1995
Job Project Manager, PMO at Westcon
Industry Information Technology and Services
Experience
Westcon Group  April 2008 - Present
Westcon  April 2008 - Present
Merrill Lynch  2007 - 2008
GRP Financial Services  2004 - 2006
Institutional Investor  1999 - 2004
Hughes Hubbard & Reed LLP  1997 - 1999
Munich American Reinsurance Company  1995 - 1997
US Trust Company of NY  1989 - 1995

Skills
Project Management, Business Process, Business Analysis, EDI, Integration, Analysis, B2B, SAP, SharePoint, XML, RosettaNet

Education
Boston University   1985 — 1989
BA, Computer Science with Minor in Business Administration

Kerry Springle Kerry Springle Greater New York City Area Details
Kerry Springle's U.S. Trust Company of NY Experience January 2004 - December 2004
Job Seasoned resultsproducing Financial Services Professional in operations, mutual funds, marketing & client services.
Industry Financial Services
Experience
U.S. TRUST, Bank of America Private Wealth Management   January 2005 - August 2008
us trust  September 1987 - August 2008
U.S. Trust Company of New York   1987 - 2008
U.S. Trust Company of NY   January 2004 - December 2004
U.S. Trust Company of NY   June 2002 - December 2003
U.S. Trust Company of NY   October 1994 - June 2002
U.S. Trust Company of NY   1991 - October 1994
U.S. Trust Company of NY   September 1987 - 1991
Bank of New York Mellon  1984 - February 1987

Education
Prospect Heights HS   1976 — 1980

City University of New York-Brooklyn College
B.S., Business, Management & Finance

David Kenerson David Kenerson Norfolk, Virginia Area Details
David Kenerson's U.S. Trust Company of NY Experience 1970 - 1982
Job Owner, Virginia Global Asset Management, LLC
Industry Investment Management
Experience
Virginia Global Asset Management, LLC   May 2007 - Present
Capes Capital Management, Inc.   January 2000 - May 2007
Van Eck Associates Inc.   1984 - 1995
US Trust Company of NY  1970 - 1982

Skills
Investments, Portfolio Management, Investment Strategies, Mutual Funds, Retirement Planning, Securities, Investment Management, Valuation, Tax, Insurance, Trusts, Accounting

Education
University of Florida - Fredric G. Levin College of Law   1966 — 1970
Doctor of Law (JD), Taxation - 25% of course work

Yale University   1962 — 1966
Bachelor's degree, Classics: History, Greek & Latin

Neil Witoff Neil Witoff Greater Denver Area Details
Neil Witoff's U.S. Trust Company of NY Experience June 1984 - April 1986
Job Vice President at Zions First National Bank
Industry Banking
Experience
Zions First National Bank  July 2003 - Present
Northwestern Mutual Financial Network  October 2002 - July 2003
M&T Bank  August 1991 - September 2002
Midlantic National Bank  April 1988 - September 1991
The First Jersey National Bank   April 1986 - April 1988
U.S. Trust Company of NY   June 1984 - April 1986
Merrill Lynch Pierce Fenner & Smith  February 1981 - April 1984

Skills
Commercial Lending, Bonds, Finance, Loans, Financial Analysis, Credit, Banking, Portfolio Management, Credit Analysis, Investments, Commercial Banking, Securities, M&A Escrows, Structured Finance, Securitization, Insurance

Education
State University of New York College at Brockport   1976 — 1980
BS, Business

Douglas H Pyle Douglas H Pyle Greater Philadelphia Area Details
Douglas H Pyle's U.S. Trust Company of NY Experience 1999 - 2007
Job President and Chief Investment Officer at Radnor Capital Management, LLC
Industry Investment Management
Experience
Radnor Capital Management, LLC   May 2012 - Present
Columbia Management Co   January 1999 - April 2012
U.S. Trust Company of NY   1999 - 2007
US Trust - New York   1999 - 2007
Lehman Brothers  April 1986 - January 1989
Corestates Investment Advisors  1983 - 1986

Skills
Asset Allocation, Asset Managment, Equities, Investment Management, Investments, Portfolio Management, Wealth Management, Investment Strategies, Equity Research, Series 63, Investment Advisory, Securities, Asset Management, Alternative Investments, Trading, Wealth Management..., Mutual Funds, Retirement Planning

Education
Xavier University   1977 — 1979
Master of Business Administration (M.B.A.)

The Ohio State University Fisher College of Business   1969 — 1974
BS, Finance and Marketing

Mi-Young Jin Mi-Young Jin Greater New York City Area Details
Mi-Young Jin's U.S. Trust Company of NY Experience January 2003 - March 2005
Job at
Industry Financial Services
Experience
JPMorgan Chase  August 2013 - Present
Citi Private Bank  January 2011 - August 2013
Citi Private Bank  January 2008 - December 2010
Citi Private Bank  March 2005 - December 2007
U.S. Trust Company of NY   January 2003 - March 2005
KPMG LLP  2001 - 2003

Skills
Financial Analysis, Tax, Risk Management, Asset Management, Excel, PowerPoint, Access, Word, Wealth Management, Finance, Financial Planning, Investments

Education
Baruch College   1997 — 2001
BBA, Finance