US Trust/Bank of America
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/Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at US Trust/Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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US Trust/Bank of America Employees
Transportation Impact, LLC July 2014 - Present
U.S. Trust/ Bank of America Private Wealth Management May 2013 - July 2014
US Trust/Bank of America June 2011 - August 2011
Skills
Computer Literate, Technical Analysis, Applied Mathematics, Social Skills, Library, Trust Services, Investments, Asset Management, Wealth Management, Estate Planning, Strategic Financial..., Retirement Planning, Finance, Financial Advisory, Mutual Funds, Portfolio Management, Transportation..., Public Speaking, Customer Service, Financial Planning, Leadership, Transportation Planning, Freight Transportation, Transportation, Great Personality, PowerPoint, NASCAR, Accounting, Microsoft Excel, Transportation..., Microsoft Word, Auto Racing
Education
Campbell University 2012 — 2013
Master of Business Administration (M.B.A.)
Campbell University 2008 — 2012
Bachelor's Degree, Trust and Wealth Management
U.S. Trust/Bank of America June 1998 - Present
BankNorth June 1997 - June 1998
Citizens Trust Company February 1995 - June 1997
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
MSF, Finance
University of Rhode Island 1992 — 1994
MBA
University of Rhode Island 1988 — 1991
BA, Economics and Political Science
US Trust/Bank of America January 2011 - Present
Merrill Lynch June 2003 - December 2010
Fiserv March 2002 - June 2003
Morgan Stanley March 1997 - March 2002
Phillips Petroleum May 1991 - March 1997
Skills
Investment Strategies, Asset Allocation, Wealth Management..., Private Banking, Mutual Funds, Investment Management, Estate Planning, Financial Advisory, Management, Investments, Capital Markets, Financial Modeling, Series 7, Credit, Investment Advisory, Wealth Management, Mortgage Lending, ETFs
Education
Texas Tech University - Rawls College of Business 1987 — 1991
Bachelor of Business Administration (BBA), Marketing, 3.4
CIMA The Wharton School-University of Pennsylvania
South State Bank (formerly SCBT) August 2011 - Present
Lewis W. Haselwood, Jr., PC March 2011 - July 2011
Synovus Trust Company/NBSC June 2009 - February 2011
US Trust/Bank of America November 2007 - June 2009
Bank of America August 1985 - November 2007
Skills
Loans, Credit, Series 7, Commercial Lending
Education
University of South Carolina-Columbia 1979 — 1980
B.A., Psychology
Columbia College (SC) 1977 — 1979
Mullin International- Innovative Redeployment and Outplacement Solutions 2011 - Present
The Five O'Clock Club 2008 - 2010
NYPL 2007 - 2009
US Trust/Bank of America 2006 - 2007
Girl Scouts of the USA 2005 - 2005
JPMorgan Chase 1997 - 2004
Skills
Career Development, Talent Management, Career Counseling, Recruiting, Human Resources, Resume Writing, Career Management, Interviews, Coaching, Leadership, Management, Executive Coaching, Outplacement, Job Search Strategies, Change Management, Employee Training, Strategy, Consulting, Workshop Facilitation, Performance Management, Management Development, Organizational..., Organizational Design, Job Search, Succession Planning, Training, Leadership Development, Organizational..., Career Assessment, Executive Development, Personal Development, Employee Engagement, Job Coaching, MBTI, Personnel Management, Onboarding, Talent Acquisition, 360 Feedback, Workforce Planning, HR Consulting, Culture Change, Conflict Resolution, Interview Preparation, Career Development..., Career Changers, Webinars, Group Facilitation, Employee Relations
Education
Fordham University 1991 — 1995
Masters in Social Work, Clinical Social Work
City College of New York
Bachelors of Arts, Sociology; Italian and French
Eton Advisors, LP March 2011 - Present
U.S. Trust/Bank of America January 2001 - March 2011
Education
UNC Chapel Hill 1994 — 1998
Bachelor of Science (BS), Business Administration
U.S. Trust/Bank of America September 2008 - Present
SunTrust Bank February 2006 - August 2008
Nashville Bank and Trust July 2004 - February 2006
SunTrust Bank October 1997 - July 2004
Skills
Trusts, Estate Planning, Wealth Management, High Net Worth..., Wealth Management..., Investment Advisory, Retirement Planning, Alternative Investments, Banking, Investment Management, Investment Strategies, Investments, Trust Services
Education
Sewanee-The University of the South 1990 — 1994
B.A., Spanish
James Madison High School 1986 — 1990
Hay Group January 2015 - Present
Hay Group October 2010 - October 2012
Macy's August 2009 - September 2010
Management Planning, Inc. June 2008 - February 2009
US Trust/Bank of America June 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Management Consulting, Microsoft Excel, Finance, Forecasting, Executive Compensation..., Valuation, Proxy Analysis, Peer Group Development, Equilar
Education
New York University - Leonard N. Stern School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
Lafayette College 2004 — 2008
Bachelor of Arts, Economics & Business
Middletown High School South 2000 — 2004
High School
US Trust/Bank of America May 2014 - Present
Loring, Wolcott & Coolidge September 2013 - April 2014
Morgan Stanley March 2006 - March 2013
Investors Bank & Trust January 2004 - December 2005
Investors Bank & Trust August 2002 - January 2004
Skills
Investments, Portfolio Management, Financial Modeling, Wealth Management, Mutual Funds, Strategic Financial..., Financial Analysis, Series 7, Alternative Investments, Series 63, Fixed Income, Securities, Retirement Planning, Hedge Funds, Investment Advisory, Finance, Equities, Asset Management, Financial Advisory, Investment Strategies, Asset Allocation, Financial Services
Education
Harvard Extension School 2014 — 2016
Sustainability & Environmental Management
Providence College 1998 — 2002
Bachelor of Arts (BA), Economics
Relevante September 2007 - Present
US Trust/Bank of America December 2005 - September 2007
LaBranche & Co. June 2003 - August 2005
Credit Agricole Indosuez January 2002 - June 2003
Fidelity Investments October 1999 - December 2001
Neuberger & Berman April 1994 - October 1999
Smith Barney Shearson April 1992 - April 1994
Discount Corporation of New York April 1990 - April 1992
Salomon October 1982 - April 1990
Education
St. John's University, The Peter J. Tobin College of Business 1994 — 1999
MBA, Taxation
St. Francis College 1978 — 1982
B.A., Economics
US Trust, Bank of America Private Wealth Management 2005 - Present
US Trust/Bank of America March 1993 - Present
Skills
Banking, Wealth Management, Loans, Investments, Trust Services, Private Banking, Trust Management, Investment Advisory, Estate Planning, Mutual Funds, Wealth Management..., Financial Analysis, Portfolio Management, Trusts, Mortgage Lending
Education
Johnson and Wales University 1980 — 1984
Wells Fargo February 2013 - Present
JP Morgan July 2008 - February 2013
US Trust/Bank of America October 2007 - July 2008
LaSalle Bank January 2000 - July 2008
Education
University of Iowa - Henry B. Tippie College of Business 1996 — 1999
Bachelor's Degree, Finance, General
Chariton High School
Citigroup 2010 - Present
ACAMS September 2009 - November 2009
U.S. Trust/Bank of America 2001 - 2009
Miscellaneous 2000 - 2001
Earle Palmer Brown 1998 - 2000
Spring O'Brien 1997 - 1998
Miscellaneous 1995 - 1997
Aaron D. Cushman & Associates 1993 - 1995
Manning Selvage and Lee 1987 - 1993
DMB&B 1986 - 1987
Education
Seton Hall University 1981 — 1985
B.A., cum laude, Communication
U.S. Trust/Bank of America October 2009 - Present
Bank of America February 2002 - April 2009
Ernst & Young January 1999 - October 2001
Putnam, Hayes and Bartlett 1995 - 1998
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Banking, Investment Strategies, Investment Advisory, Wealth Management, Investment Management, Equities, Fixed Income, Mutual Funds, Series 7, Wealth Management..., Hedge Funds, Asset Management
Education
University of California, Santa Barbara 1993 — 1995
B.A., Business Economics
U.S. Trust/Bank of America May 2006 - Present
JPMorgan 1997 - 2006
First Chicago 1996 - 1997
Skills
Alternative Investments, Wealth Management, Portfolio Management, Hedge Funds, Asset Management, Asset Managment, Investment Management, Investments, Fixed Income
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2001
M.B.A., Finance
Illinois State University 1993 — 1995
Bachelor of Science (B.S.), Finance
Wells Fargo Private Bank May 2011 - Present
Bank of America October 2008 - May 2011
US Trust/Bank of America October 2008 - May 2011
US Trust, Bank Of America Private Wealth Management October 2008 - May 2011
PNC Wealth Management 2001 - September 2008
Skills
Portfolio Management, Investments, Leadership, Management, New Business Development, Investment Strategies, Wealth Management, Asset Allocation, Alternative Investments, Asset Management, Investment Advisory, Mutual Funds, Wealth Management..., Investment Management, Equities, Fixed Income, High Net Worth..., Wealth
Education
Penn State University 1985 — 1990
Bachelor of Arts (BA), Economics
Santa Fe Based Bank January 2015 - Present
Bank of Albuquerque/The Private Bank September 2012 - January 2015
U.S. Trust/Bank of America November 2009 - September 2012
Irwin Union Bank October 2006 - November 2009
Bank of the West January 2002 - October 2006
Wells Fargo Bank November 1999 - January 2002
New Mexico Bank & Trust 1998 - 1999
Skills
Banking, Commercial Lending, Commercial Banking, Finance, Loans, Credit, Credit Analysis, Cash Management, Mortgage Lending, Financial Analysis, Underwriting, Treasury Management, Portfolio Management, Credit Risk, Small Business Lending, Wealth Management, Loan Origination, Retail Banking, Mortgage Banking, Series 7, Management, Consumer Lending, Risk Management, New Business Development, Strategic Financial..., Investments, Certified Public...
Education
Southern Methodist University 1985 — 1986
MBA
Texas Christian University 1981 — 1985
BBA
Hoof Hughes Law, PLLC January 2011 - Present
McPherson, Rocamora, Nicholson & Nordgren, PLLC January 2010 - January 2011
U.S. Trust/Bank of America September 2007 - March 2009
Skills
Estate Administration, Trusts, Wills, Powers of Attorney, Business Formation, Estate Planning, Litigation, Gift Tax, Estate Tax Planning, Legal Research, Business Transactions, Corporate Law, Guardianship, Estate Law, Legal Writing, Real Estate Transactions
Education
Campbell University 2006 — 2007
Master, Trusts and Wealth Management
Louisiana State University
Business and Public Administration, Business
Louisiana State University, Paul M. Hebert Law Center
JD, Law
US Trust/Bank of America November 2003 - Present
State Street Bank 1997 - 2004
Education
University of Massachusetts, Amherst 1984 — 1989
Masconomet HS
Texas Capital Bank April 2013 - June 2013
NEC February 2011 - April 2013
US Trust/Bank of America October 2008 - March 2009
Comerica Bank January 2003 - May 2008
JPMorgan Chase 1993 - 2002
Texas Commerce Bank/Chase Bank 1993 - 2002
Express Communications Dallas 1992 - 1993
Santa Fe International/SF Exploration/Orlando Oil & Gas 1982 - 1992
Brown and Root (Halliburton) 1973 - 1977
Skills
Training, Project Management, Banking, Time Management, Event Management, Employee Relations, Databases
Education
Richland Community College 1987 — 1987
None, Math
University of Houston 1967 — 1969
None, English, History, Math
Vocational - Southwestern Business College - Houston, TX 1965 — 1967
Executive Administrative Assistant, English, Creative Writing, Math
East Field Community College - Mesquite, TX
None, History & Creative Writing
African Union Commission, Addis Ababa March 2015 - Present
U.S. Forest Service, Green Mountain National Forest February 2014 - Present
Forvest LLC June 2005 - Present
US TRUST/BANK OF AMERICA 2009 - June 2012
FOURWINDS CAPITAL MANAGEMENT USA INC. January 2006 - July 2008
GMO RENEWABLE RESOURCES LLC. September 1999 - June 2004
PACIFIC LUMBER AND SHIPPING CO. June 1986 - June 1998
Skills
Private Equity, Forestry, Forest Products, Alternative Investments, Timber, Forest Management, Sustainability, Socially Responsible..., Microsoft Excel, Strategic Planning, Natural Resources
Education
University of Washington 1984 — 1986
Master of Forest Resources, International trade of forest products
Harvard College 1975 — 1979
Bachelor's degree, History
US Trust/Bank of America August 2007 - March 2011
Wells Fargo Wealth Management September 1999 - August 2007
Skills
Banking, Customer Service, Credit, Risk Management, Retail Banking, Financial Analysis, Microsoft Word, Portfolio Management, Commercial Banking, Finance
Education
Rowan College at Burlington County 1983 — 1989
Associate’s Degree, Bank Management-Business Adminstration, 3.8 GPA
U.S. Trust/Bank of America April 2006 - January 2015
Wachovia, A Wells Fargo Company April 2000 - April 2006
Skills
Credit, Banking, Retail Banking, Portfolio Management, Risk Management, Loans, Financial Risk, Finance, Financial Analysis, Relationship Management, Financial Services, Mortgage Banking
Education
Manchester Community College 1997 — 1999
Associates, Business Administration and Management, General
US Trust,Bank of America July 2005 - Present
JPMorgan Chase September 1987 - July 2005
JPMorgan 1987 - 2005
Skills
Portfolio Management, Investments, Asset Management, Fixed Income, Wealth Management, Alternative Investments, Series 7, Equities, Hedge Funds, Asset Allocation, Capital Markets, Mutual Funds, Banking, Securities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1989 — 1992
MBA, Finance
Citizens Private Bank & Trust September 2009 - Present
US Trust/Bank of America March 2005 - March 2009
Fleet Bank November 1988 - March 2005
Education
Johnson & Wales University
AS of Science/Business Administration, Computer Science
Providence College
BS, Management
UMB Bank August 2010 - June 2013
US Trust/Bank of America October 2005 - August 2010
Skills
Bloomberg, Portfolio Management, Investments, Axys, Management, Performance Measurement, Settlement, Morningstar, Account Reconciliation, Databases, Business Process, Research
Education
B Street Design School of International Hair Styling-Overland Park 2008 — 2008
License, Esthetics, Kansas Esthetics Licensure
US Trust/Bank of America December 2009 - Present
US Trust/Bank of America July 2006 - December 2009
Bank of America 2004 - July 2006
Fleet Bank 2000 - 2004
Mechanics Savings Bank 1999 - 2000
Skills
Financial Statement..., Home Equity Lines of..., Legal Writing, Legal Research, Portfolio Management, Compliance, Violin, Trumpet, Choral, Piano, Alternative Investments, Mutual Funds, Investments, Wealth Management, Fixed Annuities, Banking, Asset Allocation, Risk Management, Investment Management, Wealth Management..., Small Business Lending, Equities, Fixed Income, Investment Strategies, Hedge Funds, Asset Management, Securities
Education
The University of Connecticut School of Law 2010 — 2014
Doctor of Law (J.D.), Tax Studies Certificate
University of Hartford 2002 — 2005
MBA, Business Administration
Rhodes College 1993 — 1997
BA, Business Administration
Invesco Ltd. April 2008 - Present
US Trust/Bank of America 1993 - 2008
Education
Portland State University
Economics
US Trust/Bank of America 1996 - Present
BankBoston March 1986 - September 1996
Skills
High Net Worth..., Wealth Management, Strategic Financial..., Retirement Planning, Banking, Estate Planning, Credit, Private Banking, Investment Strategies, Loans, Financial Analysis, Financial Modeling, Personal Trust..., Philanthropic Planning
Education
University of New Haven 1980 — 1985
Master of Business Administration (MBA), Finance
College of the Holy Cross 1975 — 1979
Bachelor of Arts (B.A.), Political Science/Business
The Taft School 1972 — 1975
College Prep
U.S. Trust/Bank of America July 1987 - November 2011
J.P. Morgan June 1980 - July 1987
Joseph Sessa and Company June 1979 - June 1980
Skills
Performance Measurement, Asset Managment, Portfolio Management, Equities, Fixed Income, Corporate Actions, Bloomberg, FactSet, Wilshire Institutional..., Banking, Risk Management
Education
Pace University-Pleasantville/Briarcliff Campus 1977 — 1979
Accounting
Niagara University 1976 — 1977
Accounting
SunTrust Bank October 2010 - Present
Key Private Bank June 2009 - October 2010
U.S. Trust/Bank of America September 2003 - March 2009
EPW Investment Management July 1996 - June 2003
Smith Barney, Inc. October 1994 - July 1996
Skills
Portfolio Management, Asset Allocation, Investments, Wealth Management, Wealth Management..., Investment Strategies, Chartered Financial..., Investment Management, Asset Managment, Alternative Investments, Equities, Fixed Income, Investment Advisory, Hedge Funds, Financial Planning, High Net Worth..., Financial Services, Retirement Planning, Family Office
Education
Auburn University 1985 — 1989
Bachelor of Science (BS), Finance, General
US Trust/Bank of America March 2014 - Present
Navigant Credit Union May 2013 - Present
KPMG US December 2002 - July 2012
Skills
Tax, Tax Accounting, Tax Research, Income Tax, Charitable Trusts, 1099 Preparation
Education
Rhode Island College
Master in the Art of Teaching, Elementary Education and Teaching
Wells College
Bachelor of Arts (B.A.), English Language and Literature/Letters