US Trust, Private Wealth Management
U.S. Trust, Bank of America Private Wealth Management was founded in 1853 as the United States Trust Company of New York. It operated independently until 2000, when it was acquired by Charles Schwab, and Co., and subsequently was sold to, and became a subsidiary of, Bank of America in 2007. Acquisition date: November 20, 2006 Parent organizations: Bank of America, Bank of America, National Association Subsidiaries: U.S. Trust Co. of New York,
US Trust, Private Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at US Trust, Private Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
US Trust, Private Wealth Management Salaries. You can even request information on how much does US Trust, Private Wealth Management pay if you want to. Learn about salaries, pros and cons of working for US Trust, Private Wealth Management 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!
11 US Trust, Private Wealth Management employees in database. Find out everything there's to know about US Trust, Private Wealth Management 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.
US Trust, Private Wealth Management Employees
Bank of America Merrill Lynch June 2011 - Present
Morgan Stanley Smith Barney February 2011 - May 2011
Bank of America September 2007 - December 2010
East Division June 2003 - December 2010
US Trust Private Wealth Management June 2003 - October 2007
Prudential Financial December 1981 - October 2002
Mary Lynn Dwight Con't January 1981 - October 2002
Skills
Credit, Risk Management, Financial Risk, Portfolio Management, Capital Markets, Equities, Strategic Financial..., Leadership, Investments, Wealth Management, Asset Managment, Fixed Income, Loans, Finance, Asset Management
Education
Duluth Business University
Associate's degree, Business Administration, Management and Operations
University of Minnesota Duluth
Business & journalism
US Trust - Private Wealth Management November 2013 - Present
US Trust September 2008 - November 2013
BNY Mellon June 2006 - August 2008
Mellon Financial May 2005 - May 2006
Skills
Wealth Management, Portfolio Management, Asset Allocation, Investments, Asset Managment, High Net Worth..., Investment Management, Investment Advisory, Alternative Investments, Mutual Funds, Fixed Income, Investment Strategies, Equities, Wealth Management..., Financial Markets, Emerging Markets, ETFs, Economics, Hedge Funds, Securities, Financial Services, Strategic Financial..., Retirement Planning, Retirement, Finance, Derivatives, Financial Advisory, Wealth, 401k, Chartered Financial..., Portfolio Optimization, Asset Management, Financial Modeling, Options, Series 7, Valuation
Education
Suffolk University - Sawyer School of Management 2006 — 2008
Master of Business Administration (MBA), Finance
Wheaton College (MA) 2001 — 2005
Bachelor's degree, Economics
Wells Fargo Funds Distributor, LLC August 2011 - Present
Business U Magazine February 2011 - April 2011
US Trust Private Wealth Management November 2008 - June 2010
Eaton Vance Distributors, Inc. November 1994 - March 2008
Skills
Event Management, Meeting Planning, Site Selection, Hotels, Coordination, Time Management, Event Planning, Budget Management, Vendor Relations, Trade Shows, Special Events, Conferences, Contract Negotiations, Budgeting, PowerPoint, Word, Logistics, Excel, Administrative Support, Corporate Events, Budgets, Social Networking, Sales, Project Management, Contract Negotiation, Negotiation, Location Intelligence, Public Speaking, Microsoft Word, Entrepreneurship, Program Management, Microsoft Excel, Sponsorship, Fundraising, Hospitality, Leadership, Marketing Communications, Travel Management, Public Relations, Customer Service, Team Building
Education
Massachusetts Bay Community College
Associates, Business
Stonehill College
Business
US Trust Private Wealth Management October 2012 - Present
U.S. Trust 2007 - 2012
Skills
Customer Service, Microsoft Office, Process Improvement, Team Leadership, Banking, Asset Management, Financial Services, Relationship Management, Wealth Management
Education
Johnson & Wales University 2015 — 2018
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Community College of Rhode Island
Associates
Rhode Island College
US Trust Private Wealth Management May 1996 - Present
Farmers and Merchants Bank May 2005 - May 2006
Mountain West Bank 2001 - 2005
Skills
Modern Portfolio Theory, Asset Management, Underwriting, Sales Management, Employee Wellness..., Spanish-speaking, Employee Wellness
Education
Humboldt State University 1986 — 1992
Bachelor's Degree, Exercise Science
EY July 2015 - Present
EY July 2010 - Present
Joel Goldsmith June 2003 - June 2010
US Trust - Private Wealth Management March 2000 - March 2003
Wells Fargo March 1998 - March 2000
Bank of America September 1994 - March 1998
PNC Financial Services Group June 1988 - July 1994
Skills
Financial Services, Banking, Business Development, Relationship Management, Asset Managment, Credit, Sales, Investment Management, Entrepreneurship, Marketing, Negotiation, Customer Service, Leadership, CRM, Asset Management, Film Actor, People-oriented
Education
John Carroll University 1991 — 1993
MBA, Business Administration
Case Western Reserve University 1990 — 1991
MBA, Business Administration
Marietta College 1984 — 1988
BA, Economics & Psychology
Cannon Financial Institute
Trust and Estate Administration
US Trust, Private Wealth Management January 2014 - Present
Mercer Management Consulting June 2013 - January 2014
Tower Group Companies February 2013 - July 2013
Royal Administration Services, Inc. August 2012 - November 2012
Vicentes Tropical Supermarket January 2012 - July 2012
Nestlé Waters North America May 2007 - June 2012
Stop & Shop Supermarket Inc July 2006 - March 2008
HMSHost May 2005 - September 2005
GSA June 2004 - August 2004
Jobnet Career Center June 2003 - August 2003
Skills
Retail, Merchandising, Inventory Management, Food Service, Sales, Customer Service, Food, Teamwork, Cold Calling, Microsoft Excel, Time Management, Customer Satisfaction, Leadership, PowerPoint, Vanillasoft, Kronos, Outlook, RMS, Telesales
Education
University of Massachusetts Dartmouth 2003 — 2011
BA, Economics
Dorchester High School 2001 — 2003
Diploma Received
EXTRACURRILAR Blue Ocean Investment Group
Wells Fargo Private Bank November 2012 - Present
US Trust Private Wealth Management April 1998 - November 2012
UBS Financial Services October 2003 - September 2005
Skills
Investment Strategies, Portfolio Management, Fixed Income, Wealth Management, Equities, Asset Managment, Mutual Funds, Investments, Securities, Capital Markets, Asset Allocation, Alternative Investments, Valuation, Emerging Markets, Financial Modeling
Education
Florida International University 2002 — 2003
Masters
US Trust Private Wealth Management October 2012 - Present
Nstar Community Bank March 2009 - June 2011
Datamatics Technologies January 2009 - April 2009
Peoples State Bank May 2007 - October 2008
Peoples State Bank November 1998 - May 2007
Education
University of Detroit Mercy 2004 — 2007
Bachelor's, Legal Administration
US Trust, Private Wealth Management November 2006 - Present
US Trust December 2005 - November 2006
JPMorgan Chase, Private Client Services May 2003 - December 2005
Chase Bank/Bank One, Private Client Services September 2001 - April 2003
Skills
Wealth Management, Asset Allocation, Wealth Management..., Portfolio Management, Investments, Mutual Funds, Securities, Asset Managment, Retirement Planning, Investment Advisory, Alternative Investments, Investment Strategies, High Net Worth..., Wealth, Retirement, Fixed Income, Investment Management, Equities, Financial Services, ETFs, Bonds, Strategic Financial..., 401k, Financial Advisory, Estate Planning, Finance, Asset Management, Relationship Management
Education
Texas A&M University-Commerce 1996 — 2001
Bachelor of Business Administration (BBA), Finance
Texas A&M University-Commerce
Working on MBA, Finance, General
US Trust Private Wealth Management 2010 - Present
Merrill Lynch 2009 - October 2010
Bank of America January 2007 - April 2009
Wachovia Bank 2005 - 2007
Education
Temple University