U.S. Trust Company of NY
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U.S. Trust Company of NY Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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