US Trust/Bank of America

Description

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,

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US Trust/Bank of America Employees

Employee
Years
Job
Industry
Branden Burt Branden Burt Emerald Isle, North Carolina Details
Branden Burt's US Trust/Bank of America Experience June 2011 - August 2011
Job Finance Analyst at Transportation Impact, LLC
Industry Logistics and Supply Chain
Experience
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

Jeffrey Buyak, CFA Jeffrey Buyak, CFA Greater Boston Area Details
Jeffrey Buyak, CFA's US Trust/Bank of America Experience June 1998 - Present
Job Portfolio Manager at U.S. Trust
Industry Financial Services
Experience
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

Rachael Wyatt Rachael Wyatt Austin, Texas Area Details
Rachael Wyatt's US Trust/Bank of America Experience January 2011 - Present
Job Private Client Manager at US TrustBank of America
Industry Financial Services
Experience
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

Susan Burke Susan Burke Greenville, South Carolina Area Details
Susan Burke's US Trust/Bank of America Experience November 2007 - June 2009
Job South State Bank
Industry Financial Services
Experience
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

Anne Piecoro Gilsten Anne Piecoro Gilsten Greater New York City Area Details
Anne Piecoro Gilsten's US Trust/Bank of America Experience 2006 - 2007
Job Senior Career Consultant at Mullin International Innovative Redeployment and Outplacement Solutions
Industry Human Resources
Experience
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

Angel Bolton Angel Bolton Raleigh, North Carolina Details
Angel Bolton's US Trust/Bank of America Experience January 2001 - March 2011
Job Relationship Manager at Eton Advisors, LP
Industry Financial Services
Experience
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

Portia Wells, CFP® Portia Wells, CFP® Greater Nashville Area Details
Portia Wells, CFP®'s US Trust/Bank of America Experience September 2008 - Present
Job Senior Vice President and Trust Advisor at U.S. Trust/Bank of America
Industry Banking
Experience
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

Bryan Kligman Bryan Kligman Greater New York City Area Details
Bryan Kligman's US Trust/Bank of America Experience June 2007 - August 2007
Job Senior Associate, Executive Compensation at Hay Group
Industry Management Consulting
Experience
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

Emily Howes Emily Howes Greater Boston Area Details
Emily Howes's US Trust/Bank of America Experience May 2014 - Present
Job Portfolio Manager Socially Innovative Investments (S2I) at US Trust/Bank of America
Industry Financial Services
Experience
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

William Hibert William Hibert Greater New York City Area Details
William Hibert's US Trust/Bank of America Experience December 2005 - September 2007
Job Relevante Consultant
Industry Financial Services
Experience
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

Cheryl Saccoccio Cheryl Saccoccio Providence, Rhode Island Area Details
Cheryl Saccoccio's US Trust/Bank of America Experience March 1993 - Present
Job Relationship Trust Officer, VP, US Trust/Bank of America
Industry Banking
Experience
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

Kerri Schneider Kerri Schneider Des Moines, Iowa Area Details
Kerri Schneider's US Trust/Bank of America Experience October 2007 - July 2008
Job Senior Private Banker at Wells Fargo
Industry Banking
Experience
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

Karen L. Wos, CAMS Karen L. Wos, CAMS Greater New York City Area Details
Karen L. Wos, CAMS's US Trust/Bank of America Experience 2001 - 2009
Job Independent Compliance & AML Consultant
Industry Financial Services
Experience
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

Rebecca Douglass Rebecca Douglass San Francisco Bay Area Details
Rebecca Douglass's US Trust/Bank of America Experience October 2009 - Present
Job Portfolio Manager Associate
Industry Financial Services
Experience
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

Michael Jarvis, CAIA Michael Jarvis, CAIA Greater Chicago Area Details
Michael Jarvis, CAIA's US Trust/Bank of America Experience May 2006 - Present
Job Senior Vice President, Portfolio Manager at U.S. Trust/Bank of America
Industry Investment Management
Experience
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

William Keller William Keller Washington D.C. Metro Area Details
William Keller's US Trust/Bank of America Experience October 2008 - May 2011
Job Regional Investment Manager at Wells Fargo Private Bank
Industry Financial Services
Experience
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

Elizabeth Allbright Elizabeth Allbright Albuquerque, New Mexico Area Details
Elizabeth Allbright's US Trust/Bank of America Experience November 2009 - September 2012
Job Vice President, Commercial Lender with Santa Fe Based Bank
Industry Banking
Experience
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

Patricia Geier Patricia Geier Raleigh-Durham, North Carolina Area Details
Patricia Geier's US Trust/Bank of America Experience September 2007 - March 2009
Job Attorney
Industry Law Practice
Experience
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

Christine Macnally Christine Macnally Greater Boston Area Details
Christine Macnally's US Trust/Bank of America Experience November 2003 - Present
Job Business Support Manager at Bank of America
Industry Financial Services
Experience
US Trust/Bank of America   November 2003 - Present
State Street Bank  1997 - 2004

Education
University of Massachusetts, Amherst   1984 — 1989

Masconomet HS

Joanna Garrett Joanna Garrett Dallas, Texas Details
Joanna Garrett's US Trust/Bank of America Experience October 2008 - March 2009
Job Executive Administrative Assistant/Administrative Assistant
Industry Banking
Experience
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

Michael Clasby Michael Clasby Jamaica, Vermont Details
Michael Clasby's US Trust/Bank of America Experience 2009 - June 2012
Job GGWSSI Awareness Facilitator/Adviser at African Union Commission, Addis Ababa
Industry Renewables & Environment
Experience
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

Barbara LiVecchi Barbara LiVecchi Greater Philadelphia Area Details
Barbara LiVecchi's US Trust/Bank of America Experience August 2007 - March 2011
Job Client Sales and Service Officer at US Trust/Bank of America
Industry Banking
Experience
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

Thomas Andrusio Thomas Andrusio Hartford, Connecticut Area Details
Thomas Andrusio's US Trust/Bank of America Experience April 2006 - January 2015
Job Trust Relationship Officer at U.S. Trust/Bank of America
Industry Banking
Experience
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

Anita Glencoe Anita Glencoe Greater Chicago Area Details
Anita Glencoe's US Trust/Bank of America Experience July 2005 - Present
Job Senior Portfolio Manager at Bank of America
Industry Financial Services
Experience
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

Pam Covellone Pam Covellone Providence, Rhode Island Area Details
Pam Covellone's US Trust/Bank of America Experience March 2005 - March 2009
Job Financial Services Professional
Industry Financial Services
Experience
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

Andrea Korcz-Ross Andrea Korcz-Ross Buffalo/Niagara, New York Area Details
Andrea Korcz-Ross's US Trust/Bank of America Experience October 2005 - August 2010
Job USDOE
Industry Financial Services
Experience
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

Justin Lewis Ankerman, CFA Justin Lewis Ankerman, CFA Hartford, Connecticut Area Details
Justin Lewis Ankerman, CFA's US Trust/Bank of America Experience December 2009 - Present
Job Portfolio Manager at US Trust/Bank of America
Industry Financial Services
Experience
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

Dee Ross Dee Ross Portland, Oregon Area Details
Dee Ross's US Trust/Bank of America Experience 1993 - 2008
Job Senior Client Portfolio Manager at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd.  April 2008 - Present
US Trust/Bank of America   1993 - 2008

Education
Portland State University
Economics

Carol Augur Carol Augur New Haven, Connecticut Details
Carol Augur's US Trust/Bank of America Experience 1996 - Present
Job Senior Vice President/Senior Trust Officer at US Trust
Industry Financial Services
Experience
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

Dee Zaza Dee Zaza Greater New York City Area Details
Dee Zaza's US Trust/Bank of America Experience July 1987 - November 2011
Job
Industry Investment Banking
Experience
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

John Willoughby, CFA John Willoughby, CFA Tampa, Florida Details
John Willoughby, CFA's US Trust/Bank of America Experience September 2003 - March 2009
Job SVP, Investment Strategist at SunTrust Bank
Industry Investment Management
Experience
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

NANCY CONNORS NANCY CONNORS West Warwick, Rhode Island Details
NANCY CONNORS's US Trust/Bank of America Experience March 2014 - Present
Job Tax Assistant at US Trust/Bank of America
Industry Accounting
Experience
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