Wilmington Trust Company
Industry: Company
DescriptionWilmington Trust is one of the top 10 largest US institutions by fiduciary assets. Wilmington Trust is currently a provider of international corporate and institutional services, investment management, and private banking, and is renowned for its prestigious brand and services. Headquarters: Wilmington, DE Parent organization: M&T Bank Founder: T. Coleman du Pont Founded: July 8, 1903 Number of employees: 2,672 Subsidiaries: WILMINGTON TRUST CO, M&T Bank Corporation,
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Wilmington Trust Company Employees
Employee
Years
Job
Industry
Lisa Matteen Lisa Matteen's Wilmington Trust Company Experience 1996 - 1998
Job Product Development Manager at Lund International
Industry Automotive
Experience
Lund International 2015 - Present
AGCO Corporation October 2008 - December 2014
AGCO Corporation April 2002 - September 2008
Lithonia Lighting 1999 - 2001
Lithonia Lighting 1998 - 1999
Wilmington Trust 1998 - 1998
Wilmington Trust Company 1996 - 1998
Smith Barney Trust Company 1995 - 1996
Skills
Cross-functional Team..., Competitive Analysis, Pricing, Product Marketing, Marketing Management, Product Development, Project Management, Product Management, Market Analysis, Process Improvement, Manufacturing, Analysis, Sales, New Business Development, Forecasting, Retail, Budgets, Business Intelligence, Start-ups, Competitive Intelligence, Product Lifecycle..., Management, Six Sigma, Salesforce.com, Marketing, Marketing Strategy, Strategic Planning
Education
Georgia State University - J. Mack Robinson College of Business
Bachelor of Business Administration (BBA)
Georgia Institute of Technology
Lund International 2015 - Present
AGCO Corporation October 2008 - December 2014
AGCO Corporation April 2002 - September 2008
Lithonia Lighting 1999 - 2001
Lithonia Lighting 1998 - 1999
Wilmington Trust 1998 - 1998
Wilmington Trust Company 1996 - 1998
Smith Barney Trust Company 1995 - 1996
Skills
Cross-functional Team..., Competitive Analysis, Pricing, Product Marketing, Marketing Management, Product Development, Project Management, Product Management, Market Analysis, Process Improvement, Manufacturing, Analysis, Sales, New Business Development, Forecasting, Retail, Budgets, Business Intelligence, Start-ups, Competitive Intelligence, Product Lifecycle..., Management, Six Sigma, Salesforce.com, Marketing, Marketing Strategy, Strategic Planning
Education
Georgia State University - J. Mack Robinson College of Business
Bachelor of Business Administration (BBA)
Georgia Institute of Technology
Diane Riley, MBA Diane Riley, MBA's Wilmington Trust Company Experience May 2007 - May 2011
Job Accounting Systems Specialist
Industry Financial Services
Experience
Federal Reserve Bank of Philadelphia May 2014 - Present
Wilmington University July 2013 - Present
Federal Reserve Bank of Philadelphia May 2011 - May 2014
Delaware Technical & Community College August 2012 - June 2013
Wilmington Trust Company May 2007 - May 2011
Skills
Financial Reporting, Finance, Financial Analysis, Analysis, Risk Management, Budgets, Financial Modeling, Accounting, Auditing, Internal Controls, Financial Planning, Microsoft Excel, Use Case Diagrams, Requirements Gathering, Requirements Analysis, Financial Accounting, Banking, Financial Services, Leadership, Management
Education
Wilmington University 2007 — 2009
Master of Business Administration (MBA), Finance, General
Goldey-Beacom College 2009 — 2011
Bachelor of Science (B.S.), Accounting
Wilmington University 2003 — 2007
Bachelor of Science (BS), Finance, General
Federal Reserve Bank of Philadelphia May 2014 - Present
Wilmington University July 2013 - Present
Federal Reserve Bank of Philadelphia May 2011 - May 2014
Delaware Technical & Community College August 2012 - June 2013
Wilmington Trust Company May 2007 - May 2011
Skills
Financial Reporting, Finance, Financial Analysis, Analysis, Risk Management, Budgets, Financial Modeling, Accounting, Auditing, Internal Controls, Financial Planning, Microsoft Excel, Use Case Diagrams, Requirements Gathering, Requirements Analysis, Financial Accounting, Banking, Financial Services, Leadership, Management
Education
Wilmington University 2007 — 2009
Master of Business Administration (MBA), Finance, General
Goldey-Beacom College 2009 — 2011
Bachelor of Science (B.S.), Accounting
Wilmington University 2003 — 2007
Bachelor of Science (BS), Finance, General
Virginia Karablacas Virginia Karablacas's Wilmington Trust Company Experience September 2008 - August 2011
Job
Industry Financial Services
Experience
Wells Fargo October 2013 - Present
ADP April 2013 - September 2013
ADP July 2012 - April 2013
M&T Bank June 2011 - February 2012
Wilmington Trust Company September 2008 - August 2011
Wilmington Trust Company July 2001 - September 2008
Wilmington Trust Company 1999 - 2001
Wilmington Trust Company 1997 - 1999
Wilmington Trust 1994 - 1997
Skills
Leadership, Influencing..., Process Improvement, Problem Resolution, Budget Management, Type II SAS 70, Internal Audit, Service Delivery, Written and Oral..., Client Implementation, Staff Development, Staff Management, Business Planning, Sales, Relationship Management, Human Resources, Project Management, Project Planning, CRM, Budgets, Management, Vendor Management, Strategic Planning, Talent Acquisition, Program Management, Financial Services, Risk Management, Auditing, Banking, Financial Analysis, Negotiation, Accounting, Employee Benefits, Defined Benefit, Business Development, Integration, Time Management, Problem Solving, Mutual Funds
Education
Goldey-Beacom College 1985 — 1989
B.S.
Wells Fargo October 2013 - Present
ADP April 2013 - September 2013
ADP July 2012 - April 2013
M&T Bank June 2011 - February 2012
Wilmington Trust Company September 2008 - August 2011
Wilmington Trust Company July 2001 - September 2008
Wilmington Trust Company 1999 - 2001
Wilmington Trust Company 1997 - 1999
Wilmington Trust 1994 - 1997
Skills
Leadership, Influencing..., Process Improvement, Problem Resolution, Budget Management, Type II SAS 70, Internal Audit, Service Delivery, Written and Oral..., Client Implementation, Staff Development, Staff Management, Business Planning, Sales, Relationship Management, Human Resources, Project Management, Project Planning, CRM, Budgets, Management, Vendor Management, Strategic Planning, Talent Acquisition, Program Management, Financial Services, Risk Management, Auditing, Banking, Financial Analysis, Negotiation, Accounting, Employee Benefits, Defined Benefit, Business Development, Integration, Time Management, Problem Solving, Mutual Funds
Education
Goldey-Beacom College 1985 — 1989
B.S.
Brian M. Travers Brian M. Travers's Wilmington Trust Company Experience May 2008 - August 2008
Job Marketing Specialist at Chubb Insurance
Industry Insurance
Experience
Chubb Insurance March 2014 - Present
Beneficial Insurance Services October 2011 - March 2014
Beneficial Insurance Services June 2011 - October 2011
Philadelphia Insurance Companies May 2010 - August 2010
Hartefeld National Golf Course May 2004 - August 2009
WILMINGTON TRUST COMPANY May 2008 - August 2008
Skills
Insurance, Microsoft Office, Underwriting, Risk Management, Microsoft Excel, Customer Service, Outlook, Event Planning, Microsoft Word, PowerPoint, Data Analysis, Sales, Property & Casualty..., Leadership, Finance, Professional Liability
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2011
Business Administration, Finance; Risk Management/Insurance
Archmere Academy
Chubb Insurance March 2014 - Present
Beneficial Insurance Services October 2011 - March 2014
Beneficial Insurance Services June 2011 - October 2011
Philadelphia Insurance Companies May 2010 - August 2010
Hartefeld National Golf Course May 2004 - August 2009
WILMINGTON TRUST COMPANY May 2008 - August 2008
Skills
Insurance, Microsoft Office, Underwriting, Risk Management, Microsoft Excel, Customer Service, Outlook, Event Planning, Microsoft Word, PowerPoint, Data Analysis, Sales, Property & Casualty..., Leadership, Finance, Professional Liability
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2011
Business Administration, Finance; Risk Management/Insurance
Archmere Academy
Sean Kirker Sean Kirker's Wilmington Trust Company Experience 1991 - 1997
Job Enterprise Account Executive, Sales & Marketing Solutions
Industry Information Services
Experience
Dun & Bradstreet October 2009 - Present
Ohana Companies, LLC March 2005 - October 2009
Bank of America (formerly MBNA) June 1997 - September 2005
Wilmington Trust Company 1991 - 1997
Skills
SaaS, Salesforce.com, Competitive Analysis, Analytics, Marketing Automation, Business Intelligence, Enterprise Software, @Risk, Management, Big Data, Professional Services, Credit Cards, Complex Sales, Cross-functional Team..., Solution Selling, Strategic Planning, Marketing Strategy, Leadership, Data Mining, Supply Chain, Customer Acquisition, CRM, New Business Development, Business Development, Product Launch, Selling, Risk Management, Segmentation, Financial Services, Strategy, P&L Management, Marketing, Start-ups, enterprise sales, FCPA, AML, Lead Generation, APIs, Executive Management, Strategic Partnerships, Sales, Integrated Marketing, Sales Process, Team Management, Go-to-market Strategy, Product Management, B2B, API, enterprise data, commercial risk
Education
Christian Brothers Academy
High School
Fairfield University
BA, Economics, Philosophy
University of Delaware - Lerner College of Business and Economics
MBA, Finance
Dun & Bradstreet October 2009 - Present
Ohana Companies, LLC March 2005 - October 2009
Bank of America (formerly MBNA) June 1997 - September 2005
Wilmington Trust Company 1991 - 1997
Skills
SaaS, Salesforce.com, Competitive Analysis, Analytics, Marketing Automation, Business Intelligence, Enterprise Software, @Risk, Management, Big Data, Professional Services, Credit Cards, Complex Sales, Cross-functional Team..., Solution Selling, Strategic Planning, Marketing Strategy, Leadership, Data Mining, Supply Chain, Customer Acquisition, CRM, New Business Development, Business Development, Product Launch, Selling, Risk Management, Segmentation, Financial Services, Strategy, P&L Management, Marketing, Start-ups, enterprise sales, FCPA, AML, Lead Generation, APIs, Executive Management, Strategic Partnerships, Sales, Integrated Marketing, Sales Process, Team Management, Go-to-market Strategy, Product Management, B2B, API, enterprise data, commercial risk
Education
Christian Brothers Academy
High School
Fairfield University
BA, Economics, Philosophy
University of Delaware - Lerner College of Business and Economics
MBA, Finance
Michele Hart-Henry's Wilmington Trust Company Experience December 2002 - February 2007
Job Vice President for Innovation, Sales and Marketing
Industry Hospital & Health Care
Experience
Lingraphica October 2011 - Present
Ameritox July 2009 - July 2011
Take Care Health Systems, a Walgreens Health and Wellness Company (now Premise Health) March 2007 - July 2009
CHD Meridian Healthcare (merged into Take Care Health Systems) March 2007 - May 2008
Wilmington Trust Company December 2002 - February 2007
Capital Blue Cross May 1997 - January 2002
Capital Blue Cross October 1989 - May 1997
Penn State University 1987 - 1988
Skills
Product Development, Account Management, Business Development, Online Advertising, Strategy, Analytics, Market Research, New Business Development, Competitive Analysis, Corporate Communications, Product Marketing, Customer Acquisition, Vendor Management, Global Marketing, Positioning, Consumer Marketing, Project Management, Social Media Marketing, Direct Mail, Lead Generation, Strategic Partnerships, CRM, Product Launch, B2B, Sales Operations, Product Management, Management, SEO, Entrepreneurship, Leadership, Strategic Planning, Marketing, Marketing Strategy, Integrated Marketing, Advertising, Managing Agency..., Public Relations, Client Relations, B2B Marketing Strategy, Corporate Branding
Education
Notre Dame of Maryland University 1994 — 1996
Master of Arts, Organizational Management
Penn State University 1986 — 1988
Bachelor of Humanities, Communications
Lingraphica October 2011 - Present
Ameritox July 2009 - July 2011
Take Care Health Systems, a Walgreens Health and Wellness Company (now Premise Health) March 2007 - July 2009
CHD Meridian Healthcare (merged into Take Care Health Systems) March 2007 - May 2008
Wilmington Trust Company December 2002 - February 2007
Capital Blue Cross May 1997 - January 2002
Capital Blue Cross October 1989 - May 1997
Penn State University 1987 - 1988
Skills
Product Development, Account Management, Business Development, Online Advertising, Strategy, Analytics, Market Research, New Business Development, Competitive Analysis, Corporate Communications, Product Marketing, Customer Acquisition, Vendor Management, Global Marketing, Positioning, Consumer Marketing, Project Management, Social Media Marketing, Direct Mail, Lead Generation, Strategic Partnerships, CRM, Product Launch, B2B, Sales Operations, Product Management, Management, SEO, Entrepreneurship, Leadership, Strategic Planning, Marketing, Marketing Strategy, Integrated Marketing, Advertising, Managing Agency..., Public Relations, Client Relations, B2B Marketing Strategy, Corporate Branding
Education
Notre Dame of Maryland University 1994 — 1996
Master of Arts, Organizational Management
Penn State University 1986 — 1988
Bachelor of Humanities, Communications
Alexa Heisler, Esq. Alexa Heisler, Esq.'s Wilmington Trust Company Experience January 2015 - Present
Job Admitted to practice law in PA/NJ
Industry Law Practice
Experience
Wilmington Trust Company January 2015 - Present
The Honorable Anne E. Lazarus November 2014 - December 2014
Villanova University Federal Tax Clinic January 2014 - May 2014
Law Office of Hopkins & Schafkopf, LLC May 2013 - August 2013
The Honorable Gary B. Gilman, Bucks County Court of Common Pleas August 2012 - December 2012
Office of Financial Aid, Bryn Mawr College October 2008 - May 2011
Skills
Legal Research, Research, Legal Writing, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Westlaw, Microsoft Excel, Litigation, Social Media, Customer Service, Editing
Education
Villanova Law School 2011 — 2014
Juris Doctor (J.D.)
Bryn Mawr College 2007 — 2011
Bachelor of Arts (B.A.), Psychology
National University of Ireland, Galway 2010 — 2010
Florida Coastal School of Law
Wilmington Trust Company January 2015 - Present
The Honorable Anne E. Lazarus November 2014 - December 2014
Villanova University Federal Tax Clinic January 2014 - May 2014
Law Office of Hopkins & Schafkopf, LLC May 2013 - August 2013
The Honorable Gary B. Gilman, Bucks County Court of Common Pleas August 2012 - December 2012
Office of Financial Aid, Bryn Mawr College October 2008 - May 2011
Skills
Legal Research, Research, Legal Writing, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Westlaw, Microsoft Excel, Litigation, Social Media, Customer Service, Editing
Education
Villanova Law School 2011 — 2014
Juris Doctor (J.D.)
Bryn Mawr College 2007 — 2011
Bachelor of Arts (B.A.), Psychology
National University of Ireland, Galway 2010 — 2010
Florida Coastal School of Law
Mary T. Allin, CCTS Mary T. Allin, CCTS's Wilmington Trust Company Experience October 1989 - Present
Job VP, Project Management Office Manager
Industry Financial Services
Experience
Wilmington Trust Company October 1989 - Present
Wilmington Trust Company 2005 - 2006
Wilmington Trust Company 2002 - 2005
Wilmington Trust Company 1998 - 2002
Skills
Banking, PMO, Risk Management, Project Management, Management, Budgets, Vendor Management, Software Documentation, Training, Strategy, Quality Assurance, Process Improvement, Financial Services, Business Analysis, Project Portfolio..., Portfolio Management, Leadership, Visio, Program Management, Business Process...
Education
Cannon Financial Institute 1998 — 2001
CCTS, Corporate Trust
Goldey-Beacom College 1990 — 1994
BS, Business Administration
Goldey-Beacom College 1989 — 1991
AS, Business Administration
Wilmington Trust Company October 1989 - Present
Wilmington Trust Company 2005 - 2006
Wilmington Trust Company 2002 - 2005
Wilmington Trust Company 1998 - 2002
Skills
Banking, PMO, Risk Management, Project Management, Management, Budgets, Vendor Management, Software Documentation, Training, Strategy, Quality Assurance, Process Improvement, Financial Services, Business Analysis, Project Portfolio..., Portfolio Management, Leadership, Visio, Program Management, Business Process...
Education
Cannon Financial Institute 1998 — 2001
CCTS, Corporate Trust
Goldey-Beacom College 1990 — 1994
BS, Business Administration
Goldey-Beacom College 1989 — 1991
AS, Business Administration
Paige Meredith Paige Meredith's Wilmington Trust Company Experience July 2006 - August 2011
Job AML Investigator Bank Officer at HSBC
Industry Financial Services
Experience
HSBC August 2012 - Present
M&T Bank (formerly Wilmington Trust Company) May 2011 - April 2012
Wilmington Trust Company July 2006 - August 2011
Bank of America/MBNA America 2003 - 2006
MBNA, America, NA 2002 - 2003
MBNA, America NA 2000 - 2002
MBNA, America NA 1997 - 2000
MBNA America NA 1990 - 1994
Skills
Credit Cards, Financial Risk, Fraud, Banking, Risk Management, Credit Risk, Credit, AML, Credit Analysis, Retail Banking
Education
Goldey-Beacom College 1986 — 1990
Bachelors, Business Management
HSBC August 2012 - Present
M&T Bank (formerly Wilmington Trust Company) May 2011 - April 2012
Wilmington Trust Company July 2006 - August 2011
Bank of America/MBNA America 2003 - 2006
MBNA, America, NA 2002 - 2003
MBNA, America NA 2000 - 2002
MBNA, America NA 1997 - 2000
MBNA America NA 1990 - 1994
Skills
Credit Cards, Financial Risk, Fraud, Banking, Risk Management, Credit Risk, Credit, AML, Credit Analysis, Retail Banking
Education
Goldey-Beacom College 1986 — 1990
Bachelors, Business Management
Paul Rapposelli Paul Rapposelli's Wilmington Trust Company Experience January 1999 - July 2012
Job Trust Transaction Clerk I at M&T Bank
Industry Banking
Experience
M&T Bank July 2013 - Present
Kelly Services July 2012 - July 2013
M & T Bank December 2009 - July 2012
Wilmington Trust Company January 1999 - July 2012
General Ledger November 2002 - December 2009
Wilmington Trust Company July 1999 - December 2009
Wilmington Trust Compamy July 1999 - November 2002
PENINSULA UNITED METHODIST HOMES May 1998 - January 1999
ARAMARK April 1985 - May 1998
Skills
Proficient in Microsift..., Flexi Payable, Accounts Payable, Account Reconciliation, General Ledger, Finance
Education
Goldey Beacom College 1995 — 2002
B.S, Accounting
The Restaurant School of Philadelphia 1987 — 1988
A.S, Specialized Technology (Chef Training Program)
Delaware Technical and Community College 1984 — 1987
Associate Degree, Applied Science (Foodservice Management)
M&T Bank July 2013 - Present
Kelly Services July 2012 - July 2013
M & T Bank December 2009 - July 2012
Wilmington Trust Company January 1999 - July 2012
General Ledger November 2002 - December 2009
Wilmington Trust Company July 1999 - December 2009
Wilmington Trust Compamy July 1999 - November 2002
PENINSULA UNITED METHODIST HOMES May 1998 - January 1999
ARAMARK April 1985 - May 1998
Skills
Proficient in Microsift..., Flexi Payable, Accounts Payable, Account Reconciliation, General Ledger, Finance
Education
Goldey Beacom College 1995 — 2002
B.S, Accounting
The Restaurant School of Philadelphia 1987 — 1988
A.S, Specialized Technology (Chef Training Program)
Delaware Technical and Community College 1984 — 1987
Associate Degree, Applied Science (Foodservice Management)
Lesley Wallace Lesley Wallace's Wilmington Trust Company Experience January 2008 - April 2011
Job Federal Courts & Litigation Paralegal at Young Conaway Stargatt & Taylor, LLP
Industry Legal Services
Experience
Young Conaway Stargatt & Taylor, LLP February 2011 - Present
Wilmington Trust Company January 2008 - April 2011
Municipal Mortgage & Equity LLC June 2007 - January 2008
Young Conaway Stargatt & Taylor, LLC May 2006 - June 2007
Skills
Litigation, Corporate Law, Litigation Support, Outlook, Real Estate, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Civil Litigation, Research, Commercial Litigation, Securities, Customer Service, Intellectual Property, Legal Writing
Education
Wilmington University 2012 — 2014
Masters of Arts, Secondary Education and Teaching
Boston University 2007 — 2007
Paralegal Certificate, Paralegal Studies
University of Delaware 2002 — 2006
Bachelors of Science, Philosophy, Political Science, Art History and Religious Studies
Brandywine High School 1998 — 2002
Young Conaway Stargatt & Taylor, LLP February 2011 - Present
Wilmington Trust Company January 2008 - April 2011
Municipal Mortgage & Equity LLC June 2007 - January 2008
Young Conaway Stargatt & Taylor, LLC May 2006 - June 2007
Skills
Litigation, Corporate Law, Litigation Support, Outlook, Real Estate, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Civil Litigation, Research, Commercial Litigation, Securities, Customer Service, Intellectual Property, Legal Writing
Education
Wilmington University 2012 — 2014
Masters of Arts, Secondary Education and Teaching
Boston University 2007 — 2007
Paralegal Certificate, Paralegal Studies
University of Delaware 2002 — 2006
Bachelors of Science, Philosophy, Political Science, Art History and Religious Studies
Brandywine High School 1998 — 2002
Suzanne Fitzgerald Suzanne Fitzgerald's Wilmington Trust Company Experience August 2007 - January 2010
Job Wealth Advisor
Industry Financial Services
Experience
Fitzgerald Wealth Strategies February 2010 - Present
President's Council for Plymouth State University January 2006 - Present
New York Life Insurance Company 2010 - 2013
Italian American Chamber of Commerce of Greater Philadelphia January 2008 - December 2012
Million Dollar Round Table Designation 2011 - 2012
Wilmington Trust Company August 2007 - January 2010
Ayco Co. L.P., Goldman Sachs 1998 - 2007
Skills
Wealth, Asset, Fundraising, Estate Planning, Retirement Planning, Series 7, Wealth Management, Mutual Funds, Asset Allocation, Fixed Annuities, Securities, Life Insurance, Investments, Strategic Financial..., Investment Advisory, Asset Managment, Retirement, Investment Strategies, Portfolio Management, Alternative Investments
Education
Quinnipiac University School of Law 1995 — 1998
Juris Doctorate, Law
Plymouth State University 1991 — 1995
B.S., Business Management & Pre Law
Fitzgerald Wealth Strategies February 2010 - Present
President's Council for Plymouth State University January 2006 - Present
New York Life Insurance Company 2010 - 2013
Italian American Chamber of Commerce of Greater Philadelphia January 2008 - December 2012
Million Dollar Round Table Designation 2011 - 2012
Wilmington Trust Company August 2007 - January 2010
Ayco Co. L.P., Goldman Sachs 1998 - 2007
Skills
Wealth, Asset, Fundraising, Estate Planning, Retirement Planning, Series 7, Wealth Management, Mutual Funds, Asset Allocation, Fixed Annuities, Securities, Life Insurance, Investments, Strategic Financial..., Investment Advisory, Asset Managment, Retirement, Investment Strategies, Portfolio Management, Alternative Investments
Education
Quinnipiac University School of Law 1995 — 1998
Juris Doctorate, Law
Plymouth State University 1991 — 1995
B.S., Business Management & Pre Law
Jeniene Barker Jeniene Barker's Wilmington Trust Company Experience 1993 - September 2011
Job Operations Officer at Wilmington Trust Company currently in a career transition
Industry Banking
Experience
BNY Mellon January 2015 - Present
Care giving self employed September 2011 - Present
First State Mustang and Ford Club January 2013 - December 2013
DSW August 2013 - October 2013
Kelly Services January 2012 - January 2012
Wilmington Trust and M and T Bank 2003 - September 2011
Wilmington Trust Company 1993 - September 2011
Skills
Banking, Risk Management, Vendor Management, Relationship Management, Budgets, Strategy, Financial Services, Disaster Recovery, Business Analysis, Process Improvement, Business Process..., Management, Financial Analysis, Finance, Leadership, Retail Banking, Strategic Planning, Project Management
Education
Goldey-Beacom College 1979 — 1982
AS, Accounting
BNY Mellon January 2015 - Present
Care giving self employed September 2011 - Present
First State Mustang and Ford Club January 2013 - December 2013
DSW August 2013 - October 2013
Kelly Services January 2012 - January 2012
Wilmington Trust and M and T Bank 2003 - September 2011
Wilmington Trust Company 1993 - September 2011
Skills
Banking, Risk Management, Vendor Management, Relationship Management, Budgets, Strategy, Financial Services, Disaster Recovery, Business Analysis, Process Improvement, Business Process..., Management, Financial Analysis, Finance, Leadership, Retail Banking, Strategic Planning, Project Management
Education
Goldey-Beacom College 1979 — 1982
AS, Accounting
Ralph Cella Ralph Cella's Wilmington Trust Company Experience January 1985 - March 2005
Job Training Manager, RR Donnelley
Industry Financial Services
Experience
RR Donnelley March 2005 - Present
Wilmington Trust Company January 1985 - March 2005
Skills
Customer Service, Training, Project Management, Microsoft Excel, Change Management, Instructional Design, Employee Relations, Operations Management, Management, System Administration, Leadership, E-Learning, Coaching, Visio, Software Documentation, Cross-functional Team..., Process Improvement, Vendor Management, Team Building, Microsoft Office
Education
University of Delaware
Bachelors, Business AdministrationMarketing Management Concentration
Goldey-Beacom College
Masters, Business AdministrationHuman Resource Management Concentration
RR Donnelley March 2005 - Present
Wilmington Trust Company January 1985 - March 2005
Skills
Customer Service, Training, Project Management, Microsoft Excel, Change Management, Instructional Design, Employee Relations, Operations Management, Management, System Administration, Leadership, E-Learning, Coaching, Visio, Software Documentation, Cross-functional Team..., Process Improvement, Vendor Management, Team Building, Microsoft Office
Education
University of Delaware
Bachelors, Business AdministrationMarketing Management Concentration
Goldey-Beacom College
Masters, Business AdministrationHuman Resource Management Concentration
David Paul Kenney David Paul Kenney's Wilmington Trust Company Experience June 2008 - June 2010
Job Vice President at TD
Industry Banking
Experience
TD June 2010 - Present
Wilmington Trust Company June 2008 - June 2010
Delaware Sterling Bank & Trust Company October 2003 - June 2008
Skills
Commercial Lending, Commercial Banking, Credit, Consumer Lending, Banking, Small Business Lending, Credit Analysis, Commercial Mortgages, Lines Of Credit, Loans, Portfolio Management, Credit Risk, Mortgage Lending, Retail Banking, Wealth Management, Cross Selling, Loan Origination, Residential Mortgages, Real Estate Financing, Creative Real Estate...
Education
University of Delaware - Lerner College of Business and Economics 1986 — 1988
BSBA, Finance and Financial Management Services
State University of New York at Stony Brook 1984 — 1986
West hampton Beach High
West hampton Beach High
TD June 2010 - Present
Wilmington Trust Company June 2008 - June 2010
Delaware Sterling Bank & Trust Company October 2003 - June 2008
Skills
Commercial Lending, Commercial Banking, Credit, Consumer Lending, Banking, Small Business Lending, Credit Analysis, Commercial Mortgages, Lines Of Credit, Loans, Portfolio Management, Credit Risk, Mortgage Lending, Retail Banking, Wealth Management, Cross Selling, Loan Origination, Residential Mortgages, Real Estate Financing, Creative Real Estate...
Education
University of Delaware - Lerner College of Business and Economics 1986 — 1988
BSBA, Finance and Financial Management Services
State University of New York at Stony Brook 1984 — 1986
West hampton Beach High
West hampton Beach High
Scott Talley Scott Talley's Wilmington Trust Company Experience August 1997 - August 1999
Job Regional Vice President at AXA Distributors
Industry Financial Services
Experience
AXA Distributors August 2014 - Present
Vertical Capital Markets Group, LLC May 2013 - August 2014
Sammons Retirement Solutions December 2011 - May 2013
Symetra Financial February 2011 - December 2011
ING Individual Retirement August 1999 - February 2011
Wilmington Trust Company August 1997 - August 1999
Delaware Office Equipment January 1995 - August 1997
Skills
FINRA Series 6, Annuities, Mutual Funds, Series 63, Series 65, Insurance, Fixed Annuities, Licensing, Retirement, Variable Annuities, Series 6, Sales Presentations, Life Insurance, Investments, Series 7, Financial Advisory, 401k, Indexed Annuities, Uniform Combined State...
Education
Salisbury University 1989 — 1994
B.S, Business Administration; Marketing
AXA Distributors August 2014 - Present
Vertical Capital Markets Group, LLC May 2013 - August 2014
Sammons Retirement Solutions December 2011 - May 2013
Symetra Financial February 2011 - December 2011
ING Individual Retirement August 1999 - February 2011
Wilmington Trust Company August 1997 - August 1999
Delaware Office Equipment January 1995 - August 1997
Skills
FINRA Series 6, Annuities, Mutual Funds, Series 63, Series 65, Insurance, Fixed Annuities, Licensing, Retirement, Variable Annuities, Series 6, Sales Presentations, Life Insurance, Investments, Series 7, Financial Advisory, 401k, Indexed Annuities, Uniform Combined State...
Education
Salisbury University 1989 — 1994
B.S, Business Administration; Marketing
Eileen Manlove O'Brien Eileen Manlove O'Brien's Wilmington Trust Company Experience March 2004 - August 2011
Job Portfolio Campaign Manager at JP Morgan Chase
Industry Banking
Experience
JP Moragan Chase October 2014 - Present
JP Morgan Chase via Experis April 2014 - October 2014
WSFS Bank October 2011 - April 2013
Wilmington Trust Company March 2004 - August 2011
Wilmington Trust Company March 2004 - August 2006
Bank One October 2002 - March 2004
Delaware Art Museum March 2001 - June 2002
Prime Image Communications September 1998 - July 2000
Skills
Customer Experience, Marketing Communications, Strategic Planning, Marketing Strategy, Project Management, Banking, Marketing, Customer Service, Product Marketing, Program Management, Vendor Management, Product Development, Budgets, Process Improvement, Management, Product Management, Sales, Training, Strategy, CRM, Recruiting, Financial Services
Education
Syracuse University 1986 — 1991
Bachelors of Fine Arts
St. Elizabeth H.S. 1982 — 1986
Diploma, Administration
JP Moragan Chase October 2014 - Present
JP Morgan Chase via Experis April 2014 - October 2014
WSFS Bank October 2011 - April 2013
Wilmington Trust Company March 2004 - August 2011
Wilmington Trust Company March 2004 - August 2006
Bank One October 2002 - March 2004
Delaware Art Museum March 2001 - June 2002
Prime Image Communications September 1998 - July 2000
Skills
Customer Experience, Marketing Communications, Strategic Planning, Marketing Strategy, Project Management, Banking, Marketing, Customer Service, Product Marketing, Program Management, Vendor Management, Product Development, Budgets, Process Improvement, Management, Product Management, Sales, Training, Strategy, CRM, Recruiting, Financial Services
Education
Syracuse University 1986 — 1991
Bachelors of Fine Arts
St. Elizabeth H.S. 1982 — 1986
Diploma, Administration
Anna K. Curry, CFP® Anna K. Curry, CFP®'s Wilmington Trust Company Experience August 2006 - August 2010
Job LPL Financial
Industry Financial Services
Experience
Foundation Source May 2012 - July 2013
Traust Sollus Wealth Management February 2011 - December 2011
Wilmington Trust Company August 2006 - August 2010
Merrill Lynch October 2003 - April 2006
Capgemini 1999 - 2003
Skills
Wealth Management, Financial Planning, Investment Advisory, Estate Planning
Education
Duke University 1995 — 1999
BA
Foundation Source May 2012 - July 2013
Traust Sollus Wealth Management February 2011 - December 2011
Wilmington Trust Company August 2006 - August 2010
Merrill Lynch October 2003 - April 2006
Capgemini 1999 - 2003
Skills
Wealth Management, Financial Planning, Investment Advisory, Estate Planning
Education
Duke University 1995 — 1999
BA
David Sirkin David Sirkin's Wilmington Trust Company Experience November 2002 - April 2007
Job ResultsOriented Risk Analyst / Underwriter
Industry Banking
Experience
Home sweet home Sirkin style 2014 - Present
Wells Fargo Home Mortgage January 2013 - August 2015
Federal Home Loan Bank of Pittsburgh July 2010 - January 2011
PNC Financial Services Group, Inc March 2009 - July 2010
WSFS Bank May 2007 - September 2008
Wilmington Trust Company November 2002 - April 2007
ACE-USA October 2000 - November 2002
Main Line Bank and Keystone Financial 1997 - 2000
The Outsourcing Partnership May 1996 - June 1997
First Keystone FSB June 1993 - April 1996
Skills
Credit, Banking, Commercial Lending, Financial Analysis, Risk Management, Credit Risk, Analysis, Portfolio Management, Finance, Financial Risk, Mortgage Lending, Auditing, Underwriting, Credit Analysis, Insurance, Management
Education
West Chester University of Pennsylvania 1984 — 1986
MBA, Bank Finance & Economics, 3.83
West Chester University of Pennsylvania 1984 — 1986
M.B.A, Finance & Economics
Temple University
Bachelor of Arts, Political Science
Albright College 1971 — 1975
Political Science (Pre Law)
Home sweet home Sirkin style 2014 - Present
Wells Fargo Home Mortgage January 2013 - August 2015
Federal Home Loan Bank of Pittsburgh July 2010 - January 2011
PNC Financial Services Group, Inc March 2009 - July 2010
WSFS Bank May 2007 - September 2008
Wilmington Trust Company November 2002 - April 2007
ACE-USA October 2000 - November 2002
Main Line Bank and Keystone Financial 1997 - 2000
The Outsourcing Partnership May 1996 - June 1997
First Keystone FSB June 1993 - April 1996
Skills
Credit, Banking, Commercial Lending, Financial Analysis, Risk Management, Credit Risk, Analysis, Portfolio Management, Finance, Financial Risk, Mortgage Lending, Auditing, Underwriting, Credit Analysis, Insurance, Management
Education
West Chester University of Pennsylvania 1984 — 1986
MBA, Bank Finance & Economics, 3.83
West Chester University of Pennsylvania 1984 — 1986
M.B.A, Finance & Economics
Temple University
Bachelor of Arts, Political Science
Albright College 1971 — 1975
Political Science (Pre Law)
Douglas Meckelnburg Douglas Meckelnburg's Wilmington Trust Company Experience June 1988 - July 1991
Job Senior Commercial Credit Manager
Industry Banking
Experience
PNC Bank January 2012 - Present
Suntech Power February 2011 - January 2012
Read Aloud Delaware March 2009 - February 2011
US Bank July 2007 - August 2008
LaSalle Bank September 2006 - May 2007
MBNA June 2004 - May 2006
Bank of America August 1993 - May 2004
Wilmington Trust Company June 1988 - July 1991
Skills
Credit, Credit Risk, Financial Analysis, Cash Flow, Risk Management, Syndications, Portfolio Management, Derivatives, Energy, Loans, Negotiation, Financial Modeling, Banking, Financial Risk, Analysis, Underwriting, Management, Financial Structuring, Credit Analysis, Lines Of Credit, Commercial Banking, Commercial Lending, Corporate Finance, Finance
Education
Georgetown University - The McDonough School of Business 1991 — 1993
MBA, Business
University of North Carolina at Chapel Hill 1983 — 1987
B.A., Economics
PNC Bank January 2012 - Present
Suntech Power February 2011 - January 2012
Read Aloud Delaware March 2009 - February 2011
US Bank July 2007 - August 2008
LaSalle Bank September 2006 - May 2007
MBNA June 2004 - May 2006
Bank of America August 1993 - May 2004
Wilmington Trust Company June 1988 - July 1991
Skills
Credit, Credit Risk, Financial Analysis, Cash Flow, Risk Management, Syndications, Portfolio Management, Derivatives, Energy, Loans, Negotiation, Financial Modeling, Banking, Financial Risk, Analysis, Underwriting, Management, Financial Structuring, Credit Analysis, Lines Of Credit, Commercial Banking, Commercial Lending, Corporate Finance, Finance
Education
Georgetown University - The McDonough School of Business 1991 — 1993
MBA, Business
University of North Carolina at Chapel Hill 1983 — 1987
B.A., Economics
Dawna Bunton, MBA's Wilmington Trust Company Experience May 2008 - September 2011
Job Epic Instructional Designer certified in HOD, Stork, ClinDoc
Industry Professional Training & Coaching
Experience
CHI St. Luke's Health May 2014 - Present
Christiana Care Health System February 2012 - February 2014
Wilmington Trust Company May 2008 - September 2011
Wilmington Trust Company October 2007 - May 2008
Wilmington Trust Company July 2001 - October 2007
Skills
Training, Leadership, Project Management, Employee Training, Organizational..., Instructional Design, Management, Process Improvement, Leadership Development, Marketing, Training Delivery, Analysis, Workshop Facilitation, Coaching, Curriculum Development, Training, Interviews, Strategic Planning, Training & Development
Education
Delaware State University
BA, Political Science (Pre-Law)
Goldey Beacom College 2012 — 2013
MBA, International Business
Virginia State University
Political Science (Pre-law concentration)
CHI St. Luke's Health May 2014 - Present
Christiana Care Health System February 2012 - February 2014
Wilmington Trust Company May 2008 - September 2011
Wilmington Trust Company October 2007 - May 2008
Wilmington Trust Company July 2001 - October 2007
Skills
Training, Leadership, Project Management, Employee Training, Organizational..., Instructional Design, Management, Process Improvement, Leadership Development, Marketing, Training Delivery, Analysis, Workshop Facilitation, Coaching, Curriculum Development, Training, Interviews, Strategic Planning, Training & Development
Education
Delaware State University
BA, Political Science (Pre-Law)
Goldey Beacom College 2012 — 2013
MBA, International Business
Virginia State University
Political Science (Pre-law concentration)
Karen Fowler, CITAM CHAMP CSAM ITIL Karen Fowler, CITAM CHAMP CSAM ITIL's Wilmington Trust Company Experience January 2006 - February 2011
Job IT Asset Management
Industry Information Technology and Services
Experience
W. L. Gore & Associates September 2014 - Present
Capital One (ING Direct) February 2011 - September 2014
Wilmington Trust Company January 2006 - February 2011
Cardone Industries June 1998 - January 2006
Skills
Vendor Management, Project Management, Procurement, Purchasing, Asset Managment, Software Licensing..., Process Improvement, Information Technology, Strategic Sourcing, Business Process..., Asset Management, Enterprise Software, Business Analysis, Negotiation, Sourcing, ITIL v3 Foundations..., Visio, ServiceNow - Asset...
Education
William Howard Taft University 2013 — 2015
Master of Science (MS), Information Technology with concentration in Asset Management
Houghton College 1994 — 1998
BS, Business
W. L. Gore & Associates September 2014 - Present
Capital One (ING Direct) February 2011 - September 2014
Wilmington Trust Company January 2006 - February 2011
Cardone Industries June 1998 - January 2006
Skills
Vendor Management, Project Management, Procurement, Purchasing, Asset Managment, Software Licensing..., Process Improvement, Information Technology, Strategic Sourcing, Business Process..., Asset Management, Enterprise Software, Business Analysis, Negotiation, Sourcing, ITIL v3 Foundations..., Visio, ServiceNow - Asset...
Education
William Howard Taft University 2013 — 2015
Master of Science (MS), Information Technology with concentration in Asset Management
Houghton College 1994 — 1998
BS, Business
Christopher Wilczynski Christopher Wilczynski's Wilmington Trust Company Experience September 2009 - April 2011
Job Deposit & Prepaid Fraud Facilitator at Barclaycard
Industry Financial Services
Experience
Barclaycard July 2012 - Present
SallieMae April 2011 - July 2012
Wilmington Trust Company September 2009 - April 2011
Wilmington Trust Company September 2008 - September 2009
Wilmington Trust Company January 2007 - September 2008
Wilmington Trust Company November 2005 - January 2007
Wilmington Trust Company October 1996 - November 2005
Skills
Banking, Risk Management, AML, Financial Services, Retail Banking, Loans, Credit Risk, Financial Analysis, Business Analysis, Process Improvement, Finance, Fraud, Management, Project Management, Commercial Banking
Education
Goldey Beacom College 1997 — 2001
Bachelor of Science (BS), Finance
Barclaycard July 2012 - Present
SallieMae April 2011 - July 2012
Wilmington Trust Company September 2009 - April 2011
Wilmington Trust Company September 2008 - September 2009
Wilmington Trust Company January 2007 - September 2008
Wilmington Trust Company November 2005 - January 2007
Wilmington Trust Company October 1996 - November 2005
Skills
Banking, Risk Management, AML, Financial Services, Retail Banking, Loans, Credit Risk, Financial Analysis, Business Analysis, Process Improvement, Finance, Fraud, Management, Project Management, Commercial Banking
Education
Goldey Beacom College 1997 — 2001
Bachelor of Science (BS), Finance
Herb Redman Herb Redman's Wilmington Trust Company Experience June 1986 - April 1994
Job Scheduling/Financial Administrator at Progressive Family & Cosmetic Dentistry
Industry Executive Office
Experience
GS Services Group, LLC April 2015 - Present
Progressive Family & Cosmetic Dentistry April 2015 - Present
Kennett Square Golf & Country Club April 2007 - March 2015
Schuylkill Country Club September 2000 - April 2007
Berkshire Country Club April 1996 - September 2000
The Wood Company at MBNA - Deerfield Golf & Tennis Club May 1995 - April 1996
Wilmington Trust Company June 1986 - April 1994
State of Delaware - Bureau of Child Support May 1985 - June 1986
Skills
Management, Budgets, Sales, Leadership, Customer Service, Team Building, Microsoft Office, PowerPoint, Event Management, Marketing, Strategic Planning, Microsoft Excel, Microsoft Word, Research, Training, Event Planning, Photoshop, Hospitality, Marketing Strategy, Budget Administration, Food & Beverage, Operations Management, Hospitality Industry, Banquets, Hospitality Management, Food, New Business Development, Catering, Menu Development, Negotiation, Inventory Management, Restaurant Management, Restaurants, P&L, Hiring, Forecasting, Meeting Planning, Fine Dining, Revenue Analysis, Customer Satisfaction, Business Development, Customer Retention, Strategy, Golf, Profit, Business Planning, Corporate Events, Financial Analysis, P&L Management, Team Leadership
Education
University of Delaware 1994 — 1995
Computer Science
Delaware Technical and Community College-Stanton-Wilmington 1982 — 1984
Accounting and Finance
Wilmington Christian School 1970 — 1980
High School Diploma, Accounting and Business/Management
GS Services Group, LLC April 2015 - Present
Progressive Family & Cosmetic Dentistry April 2015 - Present
Kennett Square Golf & Country Club April 2007 - March 2015
Schuylkill Country Club September 2000 - April 2007
Berkshire Country Club April 1996 - September 2000
The Wood Company at MBNA - Deerfield Golf & Tennis Club May 1995 - April 1996
Wilmington Trust Company June 1986 - April 1994
State of Delaware - Bureau of Child Support May 1985 - June 1986
Skills
Management, Budgets, Sales, Leadership, Customer Service, Team Building, Microsoft Office, PowerPoint, Event Management, Marketing, Strategic Planning, Microsoft Excel, Microsoft Word, Research, Training, Event Planning, Photoshop, Hospitality, Marketing Strategy, Budget Administration, Food & Beverage, Operations Management, Hospitality Industry, Banquets, Hospitality Management, Food, New Business Development, Catering, Menu Development, Negotiation, Inventory Management, Restaurant Management, Restaurants, P&L, Hiring, Forecasting, Meeting Planning, Fine Dining, Revenue Analysis, Customer Satisfaction, Business Development, Customer Retention, Strategy, Golf, Profit, Business Planning, Corporate Events, Financial Analysis, P&L Management, Team Leadership
Education
University of Delaware 1994 — 1995
Computer Science
Delaware Technical and Community College-Stanton-Wilmington 1982 — 1984
Accounting and Finance
Wilmington Christian School 1970 — 1980
High School Diploma, Accounting and Business/Management
Richard J. Thomas, ChFC® Richard J. Thomas, ChFC®'s Wilmington Trust Company Experience October 1988 - January 1994
Job Chartered Financial Consultant™ at Greenville Financial Group LLC
Industry Financial Services
Experience
Greenville Financial Group, LLC; First Allied Securities, Inc. June 2001 - Present
Wilmington Trust Company October 1988 - January 1994
Skills
Investment Advisory..., Comprehensive Financial..., Retirement and Estate..., Mutual Funds, Annuities, Insurance Planning -...
Education
American College, Bryn Mawr, PA 1997 — 1998
ChFC, Financial Planning and Services
Susquehanna University 1983 — 1987
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Institute of European Studies, Vienna Austria
International Business
Greenville Financial Group, LLC; First Allied Securities, Inc. June 2001 - Present
Wilmington Trust Company October 1988 - January 1994
Skills
Investment Advisory..., Comprehensive Financial..., Retirement and Estate..., Mutual Funds, Annuities, Insurance Planning -...
Education
American College, Bryn Mawr, PA 1997 — 1998
ChFC, Financial Planning and Services
Susquehanna University 1983 — 1987
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Institute of European Studies, Vienna Austria
International Business
Robert Babiak Robert Babiak's Wilmington Trust Company Experience January 2005 - May 2006
Job Package Car Driver at UPS
Industry Banking
Experience
UPS October 2012 - Present
State Street Bank January 2011 - October 2012
State of Delaware February 2010 - December 2010
Look What Mom Found...and Dad too! 2008 - 2010
Wells Fargo Bank NA March 2007 - November 2009
PFPC May 2006 - February 2007
Wilmington Trust Company January 2005 - May 2006
Wilmington Trust Company March 2003 - January 2005
HSBC Overseas Bank March 2001 - March 2003
J.P. MORGAN March 2000 - March 2001
Skills
Securities, Fixed Income, Invoicing, Auditing, Portfolio Management, Swaps, Equities, Bonds, Financial Services, Budgets, Financial Risk, Finance, Trading, Investments, Options, Mutual Funds, Analysis, Accounting, Funding, Account Reconciliation
Education
Richard Stockton College of New Jersey 1992 — 1996
Bachelor's degree, Finance, General
UPS October 2012 - Present
State Street Bank January 2011 - October 2012
State of Delaware February 2010 - December 2010
Look What Mom Found...and Dad too! 2008 - 2010
Wells Fargo Bank NA March 2007 - November 2009
PFPC May 2006 - February 2007
Wilmington Trust Company January 2005 - May 2006
Wilmington Trust Company March 2003 - January 2005
HSBC Overseas Bank March 2001 - March 2003
J.P. MORGAN March 2000 - March 2001
Skills
Securities, Fixed Income, Invoicing, Auditing, Portfolio Management, Swaps, Equities, Bonds, Financial Services, Budgets, Financial Risk, Finance, Trading, Investments, Options, Mutual Funds, Analysis, Accounting, Funding, Account Reconciliation
Education
Richard Stockton College of New Jersey 1992 — 1996
Bachelor's degree, Finance, General
LeShaun Nevels, MHR LeShaun Nevels, MHR's Wilmington Trust Company Experience March 2005 - May 2011
Job Human Resources & Payroll Administrator at Capano Management Company
Industry Human Resources
Experience
Capano Management Company October 2012 - Present
Diamond Medical Management Services May 2011 - March 2012
Wilmington Trust Company March 2005 - May 2011
Wilmington Trust Company September 2002 - March 2005
Wilmington Trust Company June 2000 - September 2002
Wilmington Trust Company March 2000 - March 2002
OfficeTeam 1998 - 2000
Discover Card/Greenwood Trust Company 1999 - 1999
Kmart 1998 - 1998
Skills
Payroll, HRIS, Project Management, Time Management, Event Planning, New Hire Orientations, ADP Payroll, Employee Relations, Employee Benefits, Ultipro, ADP ReportSmith, Human Resources, Employment Law, Workforce Planning, Interviews, Benefits Administration, Management, Recruiting, Organizational..., HR Consulting, Leadership, Accounting, Account Reconciliation, FMLA, Applicant Tracking..., HR Policies, Conflict Resolution, Performance Management, 401k, Personnel Management, Organizational..., Policy, CRM, Program Management, Talent Acquisition, Insurance, Succession Planning, PeopleSoft, Administration, Coaching, Analysis, Labor Relations, Leadership Development, Training, Employee Engagement, System Administration, Access, Talent Management, Onboarding, Employee Training
Education
Wilmington University 2005 — 2010
MS, Human Resources Management
Lincoln University 1992 — 1996
Bachelor of Arts, Business Administration
Capano Management Company October 2012 - Present
Diamond Medical Management Services May 2011 - March 2012
Wilmington Trust Company March 2005 - May 2011
Wilmington Trust Company September 2002 - March 2005
Wilmington Trust Company June 2000 - September 2002
Wilmington Trust Company March 2000 - March 2002
OfficeTeam 1998 - 2000
Discover Card/Greenwood Trust Company 1999 - 1999
Kmart 1998 - 1998
Skills
Payroll, HRIS, Project Management, Time Management, Event Planning, New Hire Orientations, ADP Payroll, Employee Relations, Employee Benefits, Ultipro, ADP ReportSmith, Human Resources, Employment Law, Workforce Planning, Interviews, Benefits Administration, Management, Recruiting, Organizational..., HR Consulting, Leadership, Accounting, Account Reconciliation, FMLA, Applicant Tracking..., HR Policies, Conflict Resolution, Performance Management, 401k, Personnel Management, Organizational..., Policy, CRM, Program Management, Talent Acquisition, Insurance, Succession Planning, PeopleSoft, Administration, Coaching, Analysis, Labor Relations, Leadership Development, Training, Employee Engagement, System Administration, Access, Talent Management, Onboarding, Employee Training
Education
Wilmington University 2005 — 2010
MS, Human Resources Management
Lincoln University 1992 — 1996
Bachelor of Arts, Business Administration
Ryan J. Cauthorn, MBA, PMP Ryan J. Cauthorn, MBA, PMP's Wilmington Trust Company Experience January 2004 - May 2004
Job PMI Certified Project Management Professional | Leader | Entreprenuer
Industry Program Development
Experience
a2c IT Consulting November 2014 - Present
Magic Hat Consulting January 2013 - October 2014
Ryan J. Cauthorn, Inc. June 2011 - December 2013
RJC Travel & Freedom March 2009 - August 2012
National Comprehensive Center for Fathers September 2010 - April 2012
A2C I.T. Consulting April 2008 - September 2009
Radian January 2007 - April 2008
Radian May 2005 - December 2006
Radian May 2004 - May 2005
Wilmington Trust Company January 2004 - May 2004
Skills
New Business Development, Employee Engagement, Employee Benefits, Human Capital Management, Management Consulting, Project Portfolio..., Project Execution, Project Delivery, Social Media Marketing, Non-profit Development, Strategic Communications, Leadership Development, PMP, MBA, Budgets, Fundraising, Project Management, Management, Process Improvement, Program Management, Training, Risk Management, Coaching, Leadership, Change Management, Business Development, SDLC, CRM, PMO, IT Management, Consulting, Strategic Planning, Project Planning
Education
Strayer University 2003 — 2006
MBA, Management
Widener University 1994 — 1998
Bachelor of Science, Management
a2c IT Consulting November 2014 - Present
Magic Hat Consulting January 2013 - October 2014
Ryan J. Cauthorn, Inc. June 2011 - December 2013
RJC Travel & Freedom March 2009 - August 2012
National Comprehensive Center for Fathers September 2010 - April 2012
A2C I.T. Consulting April 2008 - September 2009
Radian January 2007 - April 2008
Radian May 2005 - December 2006
Radian May 2004 - May 2005
Wilmington Trust Company January 2004 - May 2004
Skills
New Business Development, Employee Engagement, Employee Benefits, Human Capital Management, Management Consulting, Project Portfolio..., Project Execution, Project Delivery, Social Media Marketing, Non-profit Development, Strategic Communications, Leadership Development, PMP, MBA, Budgets, Fundraising, Project Management, Management, Process Improvement, Program Management, Training, Risk Management, Coaching, Leadership, Change Management, Business Development, SDLC, CRM, PMO, IT Management, Consulting, Strategic Planning, Project Planning
Education
Strayer University 2003 — 2006
MBA, Management
Widener University 1994 — 1998
Bachelor of Science, Management
Ted Karapalides Ted Karapalides's Wilmington Trust Company Experience May 1999 - June 2011
Job Associate Director for Device Management at Rowan University
Industry Information Technology and Services
Experience
Rowan University May 2014 - Present
Rowan University December 2012 - May 2014
M&T Bank June 2011 - December 2012
Wilmington Trust Company May 1999 - June 2011
Vanstar May 1998 - May 1999
ECS May 1994 - January 1998
Skills
VMware, VMware View, VMware ESX, Scripting, Citrix Metaframe, Active Directory, Windows Server, Enterprise Architecture, PKI, McAfee, Disaster Recovery, ITIL, Business Continuity, Vendor Management, Cloud Computing, Servers, SCCM, IT Management, Information Security, Troubleshooting, Technical Support, HP, System Deployment, Server Architecture, Virtualization, Group Policy, System Administration, Microsoft Exchange, Citrix, Enterprise Software, Integration, Data Center, Cisco Technologies, vSphere, SharePoint, Security, Storage Area Networks, DNS, SAN, Information Technology, Infrastructure, IT Operations, TCP/IP, VMware Infrastructure, Visio, IIS, Networking, Network Administration
Education
Rowan University 1990 — 1993
BA
Rutgers University – Camden 1985 — 1990
Rowan University May 2014 - Present
Rowan University December 2012 - May 2014
M&T Bank June 2011 - December 2012
Wilmington Trust Company May 1999 - June 2011
Vanstar May 1998 - May 1999
ECS May 1994 - January 1998
Skills
VMware, VMware View, VMware ESX, Scripting, Citrix Metaframe, Active Directory, Windows Server, Enterprise Architecture, PKI, McAfee, Disaster Recovery, ITIL, Business Continuity, Vendor Management, Cloud Computing, Servers, SCCM, IT Management, Information Security, Troubleshooting, Technical Support, HP, System Deployment, Server Architecture, Virtualization, Group Policy, System Administration, Microsoft Exchange, Citrix, Enterprise Software, Integration, Data Center, Cisco Technologies, vSphere, SharePoint, Security, Storage Area Networks, DNS, SAN, Information Technology, Infrastructure, IT Operations, TCP/IP, VMware Infrastructure, Visio, IIS, Networking, Network Administration
Education
Rowan University 1990 — 1993
BA
Rutgers University – Camden 1985 — 1990
Todd D. Green, CFA's Wilmington Trust Company Experience 1996 - 1998
Job Chief Investment Officer at Alesco Advisors LLC
Industry Financial Services
Experience
Alesco Advisors LLC June 2007 - Present
HSBC Private Bank January 1998 - June 2007
Wilmington Trust Company 1996 - 1998
Skills
Investments, Asset Allocation, Portfolio Management, Wealth Management, Investment Strategies, Investment Advisory, Chartered Financial..., Alternative Investments, Asset Management, Equities, Hedge Funds, Fixed Income
Education
State University of New York at Binghamton 1983 — 1988
Bachelor's degree, Economics & Finance
Alesco Advisors LLC June 2007 - Present
HSBC Private Bank January 1998 - June 2007
Wilmington Trust Company 1996 - 1998
Skills
Investments, Asset Allocation, Portfolio Management, Wealth Management, Investment Strategies, Investment Advisory, Chartered Financial..., Alternative Investments, Asset Management, Equities, Hedge Funds, Fixed Income
Education
State University of New York at Binghamton 1983 — 1988
Bachelor's degree, Economics & Finance
Gina Cronin's Wilmington Trust Company Experience 2006 - Present
Job Vice President at Wilmington Trust Company
Industry Financial Services
Experience
Wilmington Trust Company 2006 - Present
SunTrust Bank 1992 - 2006
Skills
Asset Allocation, Investments, Portfolio Management, Wealth Management, Estate Planning, Investment Advisory, Wealth Management..., High Net Worth..., Investment Management, Trust Services, Investment Strategies, Alternative Investments, Relationship Management, Asset Management, Financial Services, Credit, Retirement Planning, Securities, Wealth, Financial Advisory, Strategic Financial..., Financial Planning
Education
Rollins College
BS, Business Administration & Psychology
Wilmington Trust Company 2006 - Present
SunTrust Bank 1992 - 2006
Skills
Asset Allocation, Investments, Portfolio Management, Wealth Management, Estate Planning, Investment Advisory, Wealth Management..., High Net Worth..., Investment Management, Trust Services, Investment Strategies, Alternative Investments, Relationship Management, Asset Management, Financial Services, Credit, Retirement Planning, Securities, Wealth, Financial Advisory, Strategic Financial..., Financial Planning
Education
Rollins College
BS, Business Administration & Psychology
Robyn Bascelli's Wilmington Trust Company Experience June 2006 - June 2007
Job Vice President, Research Analyst at Wilmington Trust
Industry Investment Management
Experience
Wilmington Trust Investment Advisors August 2015 - Present
Wilmington Trust / M&T Bank June 2007 - August 2015
Wilmington Trust Company June 2006 - June 2007
Wilmington Brokerage Services Company February 2005 - June 2006
Skills
Project Management, Vendor Management, Management, Program Management, Training, Financial Services, Wealth Management, Asset Managment, Mutual Funds, Budgets, Investments, Marketing, Portfolio Management, Insurance, Asset Management, Securities, Finance, Banking, Customer Service
Education
Wilmington University 2006 — 2008
M.B.A. B.S, Business Administration, Management and Operations
Neumann University 2000 — 2004
M.B.A. B.S, Business Administration; Marketing
Wilmington Trust Investment Advisors August 2015 - Present
Wilmington Trust / M&T Bank June 2007 - August 2015
Wilmington Trust Company June 2006 - June 2007
Wilmington Brokerage Services Company February 2005 - June 2006
Skills
Project Management, Vendor Management, Management, Program Management, Training, Financial Services, Wealth Management, Asset Managment, Mutual Funds, Budgets, Investments, Marketing, Portfolio Management, Insurance, Asset Management, Securities, Finance, Banking, Customer Service
Education
Wilmington University 2006 — 2008
M.B.A. B.S, Business Administration, Management and Operations
Neumann University 2000 — 2004
M.B.A. B.S, Business Administration; Marketing
Frank Arena Frank Arena's Wilmington Trust Company Experience November 2007 - September 2011
Job Retail Professional
Industry Retail
Experience
Giant Food August 2015 - Present
Giant Carlisle - Giant Food Stores LLC September 2011 - August 2015
WILMINGTON TRUST COMPANY November 2007 - September 2011
Giant Carlisle - Giant Food Stores LLC May 2002 - November 2007
Skills
Process Improvement, Retail, Marketing, Data Analysis, Public Speaking, Recruiting, Accounting, Management, Leadership Development, Vendor Management, Marketing Strategy, Negotiation, Risk Management, Customer Service, Customer Experience, Sales Management, Operations Management, Analysis, Training, Banking, Human Resources, Cross-functional Team..., System Administration, Quality Assurance, Budgets, Performance Management, Strategic Planning, Project Management, Time Management, Business Analysis, Financial Analysis, Auditing, Microsoft Office, Employee Relations, Business Development, Microsoft Excel, Finance, Microsoft Word, Sales, Leadership, Team Building, Retail Banking, Program Management, Change Management, Access, Call Centers, Strategy, Credit, Organizational..., Event Planning
Education
Goldey-Beacom College 2007 — 2008
Masters, Management
Goldey-Beacom College 2004 — 2007
Bachelors, Business Administration Management
Saint Mark's High School 2000 — 2004
High School Diploma, Comprehensive
Avon Grove School District 1990 — 2000
None, Comprehensive
Giant Food August 2015 - Present
Giant Carlisle - Giant Food Stores LLC September 2011 - August 2015
WILMINGTON TRUST COMPANY November 2007 - September 2011
Giant Carlisle - Giant Food Stores LLC May 2002 - November 2007
Skills
Process Improvement, Retail, Marketing, Data Analysis, Public Speaking, Recruiting, Accounting, Management, Leadership Development, Vendor Management, Marketing Strategy, Negotiation, Risk Management, Customer Service, Customer Experience, Sales Management, Operations Management, Analysis, Training, Banking, Human Resources, Cross-functional Team..., System Administration, Quality Assurance, Budgets, Performance Management, Strategic Planning, Project Management, Time Management, Business Analysis, Financial Analysis, Auditing, Microsoft Office, Employee Relations, Business Development, Microsoft Excel, Finance, Microsoft Word, Sales, Leadership, Team Building, Retail Banking, Program Management, Change Management, Access, Call Centers, Strategy, Credit, Organizational..., Event Planning
Education
Goldey-Beacom College 2007 — 2008
Masters, Management
Goldey-Beacom College 2004 — 2007
Bachelors, Business Administration Management
Saint Mark's High School 2000 — 2004
High School Diploma, Comprehensive
Avon Grove School District 1990 — 2000
None, Comprehensive
Christine Dali Christine Dali's Wilmington Trust Company Experience October 2009 - May 2011
Job Assistant Vice President at M &T Bank
Industry Banking
Experience
M & T Bank May 2011 - Present
Wilmington Trust Company October 2009 - May 2011
Wilmington Trust Company July 2006 - October 2009
Elsmere Recreational Center January 2005 - January 2007
Patterson Schwartz Real Estate February 1998 - July 2006
Brooks Armored Car Service January 1989 - January 1994
Skills
Loans, Credit, Contract Negotiation, Real Estate Economics, Budgets, Negotiation, Loss Mitigation, Portfolio Management, Commercial Lending, Risk Management, Banking, Credit Analysis, Financial Analysis, Financial Risk
Education
Goldey-Beacom College 2011 — 2012
Masters, Finance
Goldey Beacom College 2003 — 2009
Bachelor’s degree, Accounting Information Systems
M & T Bank May 2011 - Present
Wilmington Trust Company October 2009 - May 2011
Wilmington Trust Company July 2006 - October 2009
Elsmere Recreational Center January 2005 - January 2007
Patterson Schwartz Real Estate February 1998 - July 2006
Brooks Armored Car Service January 1989 - January 1994
Skills
Loans, Credit, Contract Negotiation, Real Estate Economics, Budgets, Negotiation, Loss Mitigation, Portfolio Management, Commercial Lending, Risk Management, Banking, Credit Analysis, Financial Analysis, Financial Risk
Education
Goldey-Beacom College 2011 — 2012
Masters, Finance
Goldey Beacom College 2003 — 2009
Bachelor’s degree, Accounting Information Systems
Richard Albanese Richard Albanese's Wilmington Trust Company Experience February 2000 - May 2011
Job AVP AML Senior Investigator
Industry Financial Services
Experience
HSBC June 2012 - Present
Mitchell Martin Inc. December 2011 - June 2012
Wilmington Trust Company February 2000 - May 2011
Wilmington Trust Company March 2004 - April 2008
Wilmington Trust Company February 2000 - March 2004
Skills
Banking, Management, Training, Risk Management, Analysis
Education
University of Delaware 1991 — 1994
Bachelor of Science, Physical and Health Education
Shippensburg University of Pennsylvania 1987 — 1988
Bachelor of Science, Criminal Justice
Northern Virginia Community College 1983 — 1986
Associates of Applied Science, Police Science
HSBC June 2012 - Present
Mitchell Martin Inc. December 2011 - June 2012
Wilmington Trust Company February 2000 - May 2011
Wilmington Trust Company March 2004 - April 2008
Wilmington Trust Company February 2000 - March 2004
Skills
Banking, Management, Training, Risk Management, Analysis
Education
University of Delaware 1991 — 1994
Bachelor of Science, Physical and Health Education
Shippensburg University of Pennsylvania 1987 — 1988
Bachelor of Science, Criminal Justice
Northern Virginia Community College 1983 — 1986
Associates of Applied Science, Police Science
Deanna DiFuiro-Rybicki, PMP Deanna DiFuiro-Rybicki, PMP's Wilmington Trust Company Experience July 2008 - June 2011
Job Vice President, Senior Business Systems Analyst at M&T Bank
Industry Banking
Experience
M&T Bank June 2011 - Present
Wilmington Trust Company July 2008 - June 2011
Wilmington Trust October 2000 - June 2008
Wilmington Trust October 1998 - October 2000
First USA February 1998 - October 1998
Wilmington Trust March 1994 - February 1998
Skills
Vendor Management, Project Management, System Administration, Operations Management
Education
Wilmington University 1996 — 1998
MBA, Business Administration
Goldey-Beacom College 1989 — 1991
Bachelors, Business Administration with a concentration in Management
Delaware Technical & Communith College 1986 — 1989
Associates, Industrial Engineering
St. Marks High School 1982 — 1986
M&T Bank June 2011 - Present
Wilmington Trust Company July 2008 - June 2011
Wilmington Trust October 2000 - June 2008
Wilmington Trust October 1998 - October 2000
First USA February 1998 - October 1998
Wilmington Trust March 1994 - February 1998
Skills
Vendor Management, Project Management, System Administration, Operations Management
Education
Wilmington University 1996 — 1998
MBA, Business Administration
Goldey-Beacom College 1989 — 1991
Bachelors, Business Administration with a concentration in Management
Delaware Technical & Communith College 1986 — 1989
Associates, Industrial Engineering
St. Marks High School 1982 — 1986
Patrick Cassidy, CFA Patrick Cassidy, CFA's Wilmington Trust Company Experience 2010 - Present
Job Director of Investment Implementation at Wilmington Trust
Industry Investment Management
Experience
Wilmington Trust Company 2010 - Present
Wilmington Trust 2002 - 2010
PNC Advisors January 1999 - January 2002
THE KILLEN GROUP January 1997 - January 1999
Mellon Bank January 1994 - January 1996
CHARLES SCHWAB & CO. INC January 1991 - January 1993
FIRST OPTIONS OF CHICAGO(Division of Goldman Sachs) January 1986 - January 1990
THE CHICAGO CORPORATION(Division of ABN AMRO) January 1980 - January 1985
Skills
Investments, Wealth Management, Investment Strategies, Investment Advisory, Compliance, Institutional, Investment Policy, Asset Management, Portfolio Management, Derivatives, Risk Management, Asset Allocation, Hedge Funds, Trading
Education
Temple University - Fox School of Business and Management 1990 — 1992
MBA, Finance
Drexel University
Bachelor of Science, Business Administration
CFA
Wilmington Trust Company 2010 - Present
Wilmington Trust 2002 - 2010
PNC Advisors January 1999 - January 2002
THE KILLEN GROUP January 1997 - January 1999
Mellon Bank January 1994 - January 1996
CHARLES SCHWAB & CO. INC January 1991 - January 1993
FIRST OPTIONS OF CHICAGO(Division of Goldman Sachs) January 1986 - January 1990
THE CHICAGO CORPORATION(Division of ABN AMRO) January 1980 - January 1985
Skills
Investments, Wealth Management, Investment Strategies, Investment Advisory, Compliance, Institutional, Investment Policy, Asset Management, Portfolio Management, Derivatives, Risk Management, Asset Allocation, Hedge Funds, Trading
Education
Temple University - Fox School of Business and Management 1990 — 1992
MBA, Finance
Drexel University
Bachelor of Science, Business Administration
CFA
Thomas Arena's Wilmington Trust Company Experience July 2006 - August 2011
Job Vice President, Manager Product Management at First Niagara Bank
Industry Banking
Experience
First Niagara Bank June 2012 - Present
Aberdeen Proving Ground Federal Credit Union September 2011 - June 2012
Wilmington Trust Company July 2006 - August 2011
Wilmington Trust Company July 2004 - July 2006
Wilmington Trust Company February 2001 - July 2004
Skills
Banking, Strategy, Product Management, Product Marketing, Financial Services, Leadership, Cross-functional Team..., Analytics, Analysis, Financial Modeling, Management, Retail Banking, Microsoft Excel, Project Management, Risk Management, Product Development, Strategic Planning, Credit Cards, Process Improvement, Business Analysis, Marketing Management, Project Planning, Access, Budgets, Loans, Credit, Vendor Management, Finance, Marketing Strategy, Product Launch, Data Analysis, Business Analytics, Capital Budgeting, Contract Negotiation, Business Case, SAS programming, Financial Analysis, Commercial Banking, Cash Management, Debit Cards, Business Process, Relationship Management, Consumer Lending, Product Strategy, Database Analysis, Business Case..., Program Execution, SAS/SQL, EMV, Mobile Payments
Education
Goldey-Beacom College 2007 — 2008
Masters
University of Virginia 2005 — 2007
Graduate - Professional
Wilmington University 2000 — 2003
Bachelor's
Wilmington University 2000 — 2001
Associates
Avon Grove High School
First Niagara Bank June 2012 - Present
Aberdeen Proving Ground Federal Credit Union September 2011 - June 2012
Wilmington Trust Company July 2006 - August 2011
Wilmington Trust Company July 2004 - July 2006
Wilmington Trust Company February 2001 - July 2004
Skills
Banking, Strategy, Product Management, Product Marketing, Financial Services, Leadership, Cross-functional Team..., Analytics, Analysis, Financial Modeling, Management, Retail Banking, Microsoft Excel, Project Management, Risk Management, Product Development, Strategic Planning, Credit Cards, Process Improvement, Business Analysis, Marketing Management, Project Planning, Access, Budgets, Loans, Credit, Vendor Management, Finance, Marketing Strategy, Product Launch, Data Analysis, Business Analytics, Capital Budgeting, Contract Negotiation, Business Case, SAS programming, Financial Analysis, Commercial Banking, Cash Management, Debit Cards, Business Process, Relationship Management, Consumer Lending, Product Strategy, Database Analysis, Business Case..., Program Execution, SAS/SQL, EMV, Mobile Payments
Education
Goldey-Beacom College 2007 — 2008
Masters
University of Virginia 2005 — 2007
Graduate - Professional
Wilmington University 2000 — 2003
Bachelor's
Wilmington University 2000 — 2001
Associates
Avon Grove High School
Karen Zebroski Karen Zebroski's Wilmington Trust Company Experience January 1992 - January 2006
Job Financial Services Manager
Industry Banking
Experience
The Bancorp October 2012 - Present
Wilmington Trust Company, acquired by M&T Bank in May 2011 January 2006 - October 2011
Wilmington Trust Company January 1992 - January 2006
Wilmington Trust January 1983 - January 1992
Skills
Collections, Risk Management, Research Project..., Budget Management, Business Analysis, Team Building, Training & Development, Vendor Management, Negotiation, Accounting, Analysis, Banking, Call Centers, Business Process..., Budgets, Cash Management, Change Management, Coaching, Commercial Banking, Credit, Credit Analysis, Commercial Lending, Consumer Lending, Credit Cards, Credit Risk, Cross-functional Team..., Customer Service, Employee Training, Executive Management, Finance, Financial Analysis, Financial Risk, Financial Services, Investments, Insurance, Human Resources, Leadership, Loans, Management, Microsoft Office, Mortgage Lending, Mutual Funds, Outsourcing, Process Improvement, Project Management, Relationship Management, Retail Banking, Strategic Financial..., Strategic Planning, Strategy
Education
Goldey-Beacom College
Associates Degree, Business Administration
St Marks High School
The Bancorp October 2012 - Present
Wilmington Trust Company, acquired by M&T Bank in May 2011 January 2006 - October 2011
Wilmington Trust Company January 1992 - January 2006
Wilmington Trust January 1983 - January 1992
Skills
Collections, Risk Management, Research Project..., Budget Management, Business Analysis, Team Building, Training & Development, Vendor Management, Negotiation, Accounting, Analysis, Banking, Call Centers, Business Process..., Budgets, Cash Management, Change Management, Coaching, Commercial Banking, Credit, Credit Analysis, Commercial Lending, Consumer Lending, Credit Cards, Credit Risk, Cross-functional Team..., Customer Service, Employee Training, Executive Management, Finance, Financial Analysis, Financial Risk, Financial Services, Investments, Insurance, Human Resources, Leadership, Loans, Management, Microsoft Office, Mortgage Lending, Mutual Funds, Outsourcing, Process Improvement, Project Management, Relationship Management, Retail Banking, Strategic Financial..., Strategic Planning, Strategy
Education
Goldey-Beacom College
Associates Degree, Business Administration
St Marks High School
Gene Pisasale, CFA, CFP Gene Pisasale, CFA, CFP's Wilmington Trust Company Experience January 1998 - January 2005
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Investment Management
Experience
Wells Fargo Advisors April 2009 - Present
PNC Capital Advisors September 2005 - March 2009
Wilmington Trust April 1998 - September 2005
Wilmington Trust Company January 1998 - January 2005
North American Trust Company (now City National Bank) January 1995 - January 1998
Paine Webber January 1986 - January 1995
Exxon Corporation January 1980 - January 1986
Education
San Diego State University-California State University 1995 — 1997
MBA Finance, Finance
The University of Texas at Austin 1978 — 1980
Master's, Petroleum geology
The University of Texas at Austin 1978 — 1980
Master's Degree, Petroleum Geology
Bucknell University 1975 — 1978
B.S., Geology
Lower Merion High School 1971 — 1974
High School Diploma
Wells Fargo Advisors April 2009 - Present
PNC Capital Advisors September 2005 - March 2009
Wilmington Trust April 1998 - September 2005
Wilmington Trust Company January 1998 - January 2005
North American Trust Company (now City National Bank) January 1995 - January 1998
Paine Webber January 1986 - January 1995
Exxon Corporation January 1980 - January 1986
Education
San Diego State University-California State University 1995 — 1997
MBA Finance, Finance
The University of Texas at Austin 1978 — 1980
Master's, Petroleum geology
The University of Texas at Austin 1978 — 1980
Master's Degree, Petroleum Geology
Bucknell University 1975 — 1978
B.S., Geology
Lower Merion High School 1971 — 1974
High School Diploma
Weston Dinsel Weston Dinsel's Wilmington Trust Company Experience 1996 - 1997
Job Head of Investment Systems at DuPont Capital Management
Industry Investment Management
Experience
DuPont Capital Management Equity Systems ManagerDuPont Capital ManagementJanuary 2000 - Present
DuPont Capital Management 1997 - 2000
Wilmington Trust Company 1996 - 1997
Wilmington Trust Company 1995 - 1996
Skills
Portfolio Management, Asset Management, Equities, Investments, Management, Risk Management, Finance, Mutual Funds, Project Management, Leadership, Smart Beta
Education
The Ohio State University 2002 — 2004
MBA
Penn State University 1995 — 1997
MS
University of Delaware 1989 — 1994
BS
Wilmington Friends School
DuPont Capital Management Equity Systems ManagerDuPont Capital ManagementJanuary 2000 - Present
DuPont Capital Management 1997 - 2000
Wilmington Trust Company 1996 - 1997
Wilmington Trust Company 1995 - 1996
Skills
Portfolio Management, Asset Management, Equities, Investments, Management, Risk Management, Finance, Mutual Funds, Project Management, Leadership, Smart Beta
Education
The Ohio State University 2002 — 2004
MBA
Penn State University 1995 — 1997
MS
University of Delaware 1989 — 1994
BS
Wilmington Friends School
Patrick Healy Patrick Healy's Wilmington Trust Company Experience July 2007 - May 2013
Job Vice President, Director of Bankruptcy and Restructuring Services at WSFS Bank
Industry Banking
Experience
WSFS Bank June 2013 - Present
Saint Joseph's University May 2008 - Present
Wilmington Trust Company July 2007 - May 2013
Law Debenture Trust Company of New York September 2003 - July 2007
JPMorgan Chase Bank October 2001 - August 2003
The Bank of New York May 2000 - October 2001
U.S. Bank Trust National Association March 1999 - May 2000
Chase Manhattan Trust Company N.A. 1996 - 1999
Mellon Bank 1996 - 1998
Corestates 1994 - 1996
Skills
Loans Administration, Project Finance, Restructuring, Litigation, Corporate Finance, Bankruptcy, Investment Banking, Financial Analysis, Risk Management, Leadership, Finance, Structured Finance, Mergers & Acquisitions, Financial Risk, Bonds, High Yield, Valuation, Mergers, CRM, Sales, Investments, Marketing, Capital Markets, Financial Services, Securities, Loans, Hedge Funds, Due Diligence, Financial Modeling, Portfolio Management, Alternative Investments, Financial Advisory, Banking, Default, Equities, Private Equity, Fixed Income, Bloomberg, Management, Asset Management, New Business Development, Corporate Trust, Credit, Client Development, Financial Structuring, Credit Analysis, Relationship Management
Education
Temple University - Fox School of Business and Management 1999 — 2001
MBA
Temple University - Fox School of Business and Management 1999 — 2001
MS, Finance
Saint Joseph's University 1988 — 1991
B.S., Finance
WSFS Bank June 2013 - Present
Saint Joseph's University May 2008 - Present
Wilmington Trust Company July 2007 - May 2013
Law Debenture Trust Company of New York September 2003 - July 2007
JPMorgan Chase Bank October 2001 - August 2003
The Bank of New York May 2000 - October 2001
U.S. Bank Trust National Association March 1999 - May 2000
Chase Manhattan Trust Company N.A. 1996 - 1999
Mellon Bank 1996 - 1998
Corestates 1994 - 1996
Skills
Loans Administration, Project Finance, Restructuring, Litigation, Corporate Finance, Bankruptcy, Investment Banking, Financial Analysis, Risk Management, Leadership, Finance, Structured Finance, Mergers & Acquisitions, Financial Risk, Bonds, High Yield, Valuation, Mergers, CRM, Sales, Investments, Marketing, Capital Markets, Financial Services, Securities, Loans, Hedge Funds, Due Diligence, Financial Modeling, Portfolio Management, Alternative Investments, Financial Advisory, Banking, Default, Equities, Private Equity, Fixed Income, Bloomberg, Management, Asset Management, New Business Development, Corporate Trust, Credit, Client Development, Financial Structuring, Credit Analysis, Relationship Management
Education
Temple University - Fox School of Business and Management 1999 — 2001
MBA
Temple University - Fox School of Business and Management 1999 — 2001
MS, Finance
Saint Joseph's University 1988 — 1991
B.S., Finance
Donald Wiegner, MBA's Wilmington Trust Company Experience July 2007 - March 2011
Job CIO at Mariner Finance
Industry Information Services
Experience
Mariner Finance June 2015 - Present
Corporate Executive Board March 2011 - May 2015
Wilmington Trust Company July 2007 - March 2011
Library Video Company February 1999 - July 2007
Rosenbluth International July 1998 - February 1999
United States Army September 1993 - July 1998
Skills
Strategy, Process Improvement, Business Intelligence, Change Management, Leadership, Vendor Management, Management, ITIL, Project Management, Data Center, Disaster Recovery, Integration, Budgets, E-commerce, Strategic Planning, Virtualization, Project Planning, Program Management, Analysis, Networking, Security, Cloud Computing, IT Strategy, IT Management, Negotiation, Business Analysis, Team Building, Team Leadership, Outsourcing, Contract Negotiation, Mergers & Acquisitions, Human Resources, CRM, Software Development, Contract Negotiations, Risk Management, Enterprise Architecture, Business Continuity, Project Portfolio..., New Business Development, Cross-functional Team..., ERP, Mergers, Business Management, Mentoring, Budget Management, Compliance, Business Process
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2006
MBA, Information Technology
Neumann University 2002 — 2004
BS, Liberal Studies - Information Systems
Georgia Military College 1995 — 1998
AS, General Studies
St. James High School 1986 — 1990
HS Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
St Gabriels 1978 — 1986
Mariner Finance June 2015 - Present
Corporate Executive Board March 2011 - May 2015
Wilmington Trust Company July 2007 - March 2011
Library Video Company February 1999 - July 2007
Rosenbluth International July 1998 - February 1999
United States Army September 1993 - July 1998
Skills
Strategy, Process Improvement, Business Intelligence, Change Management, Leadership, Vendor Management, Management, ITIL, Project Management, Data Center, Disaster Recovery, Integration, Budgets, E-commerce, Strategic Planning, Virtualization, Project Planning, Program Management, Analysis, Networking, Security, Cloud Computing, IT Strategy, IT Management, Negotiation, Business Analysis, Team Building, Team Leadership, Outsourcing, Contract Negotiation, Mergers & Acquisitions, Human Resources, CRM, Software Development, Contract Negotiations, Risk Management, Enterprise Architecture, Business Continuity, Project Portfolio..., New Business Development, Cross-functional Team..., ERP, Mergers, Business Management, Mentoring, Budget Management, Compliance, Business Process
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2006
MBA, Information Technology
Neumann University 2002 — 2004
BS, Liberal Studies - Information Systems
Georgia Military College 1995 — 1998
AS, General Studies
St. James High School 1986 — 1990
HS Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
St Gabriels 1978 — 1986
Kermit Wooden's Wilmington Trust Company Experience 1998 - 2001
Job
Industry Human Resources
Experience
Department of Transportation 2002 - Present
Wilmington Trust Company 1998 - 2001
Day & Zimmerman, INC. 1996 - 1998
Bankers Trust - Deutsche Bank 1989 - 1996
Bankers Trust - Deutsche Bank 1989 - 1993
Corestates - First Pennsylvania Bank 1985 - 1989
TR2, Executive Search 1984 - 1985
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Department of Transportation 2002 - Present
Wilmington Trust Company 1998 - 2001
Day & Zimmerman, INC. 1996 - 1998
Bankers Trust - Deutsche Bank 1989 - 1996
Bankers Trust - Deutsche Bank 1989 - 1993
Corestates - First Pennsylvania Bank 1985 - 1989
TR2, Executive Search 1984 - 1985
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Catherine Rooney's Wilmington Trust Company Experience 1983 - 1988
Job
Industry Higher Education
Experience
Drexel University September 2009 - Present
Colonial School District August 2008 - August 2009
Pitcairn February 1994 - November 2005
Merus Capital Management 1988 - 1993
Wilmington Trust Company 1983 - 1988
Skills
Word, PowerPoint, Excel, Hyperion, Career Development, Resume Writing, Public Speaking, Higher Education, Teaching, Curriculum Development, Research, Financial Modeling, Strategic Planning, Financial Analysis, Equity Research, Portfolio Management
Education
Arcadia University 2006 — 2008
MEd, Secondary Education
Temple University 1978 — 1980
MBA, Finance
Temple University 1976 — 1978
BBA, Marketing
Drexel University September 2009 - Present
Colonial School District August 2008 - August 2009
Pitcairn February 1994 - November 2005
Merus Capital Management 1988 - 1993
Wilmington Trust Company 1983 - 1988
Skills
Word, PowerPoint, Excel, Hyperion, Career Development, Resume Writing, Public Speaking, Higher Education, Teaching, Curriculum Development, Research, Financial Modeling, Strategic Planning, Financial Analysis, Equity Research, Portfolio Management
Education
Arcadia University 2006 — 2008
MEd, Secondary Education
Temple University 1978 — 1980
MBA, Finance
Temple University 1976 — 1978
BBA, Marketing
Marty Devine's Wilmington Trust Company Experience 1995 - 1999
Job Director of Information Security
Industry Computer & Network Security
Experience
Catholic Health East July 2005 - Present
Norwich University November 2011 - Present
261st Tactical Theater Signal Brigade September 2007 - September 2012
Special Operations Detachment - Joint Forces(ABN) 2002 - August 2007
Independence Blue Cross 1999 - 2005
Wilmington Trust Company 1995 - 1999
"The Old Guard" - 3rd U.S Infantry Regiment May 1992 - June 1995
5th Special Forces Group (Airborne) January 1988 - February 1992
1-321st Field Artillery, 101st Airborne Division 1984 - 1985
101st Airborne Division Artillery 1982 - 1984
Education
Naval War College 2007 — 2010
MS, Strategic Studies - Africa
Wilmington University 2012 — 2015
Doctor of Education (Ed.D.) Candidate - Cohort 22, Organizational Leadership
Air Force War College 2005 — 2008
Strategic Studies
University of Delaware 1977 — 1980
United States Military Academy at West Point 1974 — 1976
Archmere Academy 1970 — 1974
Signal Officer Advanced Course
St Edmond's
Catholic Health East July 2005 - Present
Norwich University November 2011 - Present
261st Tactical Theater Signal Brigade September 2007 - September 2012
Special Operations Detachment - Joint Forces(ABN) 2002 - August 2007
Independence Blue Cross 1999 - 2005
Wilmington Trust Company 1995 - 1999
"The Old Guard" - 3rd U.S Infantry Regiment May 1992 - June 1995
5th Special Forces Group (Airborne) January 1988 - February 1992
1-321st Field Artillery, 101st Airborne Division 1984 - 1985
101st Airborne Division Artillery 1982 - 1984
Education
Naval War College 2007 — 2010
MS, Strategic Studies - Africa
Wilmington University 2012 — 2015
Doctor of Education (Ed.D.) Candidate - Cohort 22, Organizational Leadership
Air Force War College 2005 — 2008
Strategic Studies
University of Delaware 1977 — 1980
United States Military Academy at West Point 1974 — 1976
Archmere Academy 1970 — 1974
Signal Officer Advanced Course
St Edmond's
John Page's Wilmington Trust Company Experience December 2003 - December 2004
Job
Industry Consumer Services
Experience
Horizon Services Inc. - Plumbing, Heating, & Air Conditioning July 2015 - Present
Longwood Gardens July 2010 - July 2015
The Reinvestment Fund January 2005 - April 2010
Wilmington Trust Company December 2003 - December 2004
Thomas Jefferson University October 2001 - October 2003
CourtWatch January 2000 - April 2001
United States Bankruptcy Court, Delaware December 1991 - January 2000
Skills
Disaster Recovery, Business Continuity, Enterprise Architecture, Strategic Planning, Budgets, Management, Life-cycle Management, Technology Product..., Social Influence, Vendor Management, Program Management, Project Management, IT Management, Integration, Process Improvement, SDLC, IT Strategy, Business Analysis, Business Intelligence, SharePoint, VMware, Information Technology
Education
Lehigh University 1987 — 1991
Bachelor of Science
Horizon Services Inc. - Plumbing, Heating, & Air Conditioning July 2015 - Present
Longwood Gardens July 2010 - July 2015
The Reinvestment Fund January 2005 - April 2010
Wilmington Trust Company December 2003 - December 2004
Thomas Jefferson University October 2001 - October 2003
CourtWatch January 2000 - April 2001
United States Bankruptcy Court, Delaware December 1991 - January 2000
Skills
Disaster Recovery, Business Continuity, Enterprise Architecture, Strategic Planning, Budgets, Management, Life-cycle Management, Technology Product..., Social Influence, Vendor Management, Program Management, Project Management, IT Management, Integration, Process Improvement, SDLC, IT Strategy, Business Analysis, Business Intelligence, SharePoint, VMware, Information Technology
Education
Lehigh University 1987 — 1991
Bachelor of Science
David Roulston's Wilmington Trust Company Experience March 2003 - February 2006
Job Senior Real Estate and Transactional Attorney
Industry Legal Services
Experience
Gamesa Technology Corp., Inc. March 2009 - January 2013
Klehr Harrison Harvey Branzburg & Ellers February 2007 - March 2009
Wilmington Trust Company March 2003 - February 2006
Wilmington Trust Company March 1997 - February 2003
Resolution Trust Corporation February 1992 - January 1996
Duane Morris LLP March 1990 - February 1992
Rubin Shapiro & Weiss 1986 - 1990
Skills
Real Estate Transactions, Real..., Real Estate (Title Due..., Real Estate..., Real Estate (Ground..., Corporate Law..., Transactional/Litigation..., Legal/Operational Risk..., Corporate Governance, Mergers & Acquisitions, Energy, Corporate Law, Due Diligence, Risk Management, Joint Ventures, Legal Advice, Capital Markets, Negotiation, Real Estate, Leases, Private Equity, Real Estate Development, Contract Negotiation, Project Finance, Asset Management, Leadership, Renewable Energy, Licensing, Commercial Real Estate, Finance, Financial Structuring, Legal Assistance, Commercial Litigation, Arbitration, Litigation, Legal Writing, Employment Law, Civil Litigation, Legal Research
Education
Temple University - James E. Beasley School of Law 1987 — 1988
LLM (Taxation)
New York Law School 1978 — 1981
Juris Doctor, Commercial Transactiions; Taxation
Dartmouth College 1970 — 1974
BA, Sociology
Gamesa Technology Corp., Inc. March 2009 - January 2013
Klehr Harrison Harvey Branzburg & Ellers February 2007 - March 2009
Wilmington Trust Company March 2003 - February 2006
Wilmington Trust Company March 1997 - February 2003
Resolution Trust Corporation February 1992 - January 1996
Duane Morris LLP March 1990 - February 1992
Rubin Shapiro & Weiss 1986 - 1990
Skills
Real Estate Transactions, Real..., Real Estate (Title Due..., Real Estate..., Real Estate (Ground..., Corporate Law..., Transactional/Litigation..., Legal/Operational Risk..., Corporate Governance, Mergers & Acquisitions, Energy, Corporate Law, Due Diligence, Risk Management, Joint Ventures, Legal Advice, Capital Markets, Negotiation, Real Estate, Leases, Private Equity, Real Estate Development, Contract Negotiation, Project Finance, Asset Management, Leadership, Renewable Energy, Licensing, Commercial Real Estate, Finance, Financial Structuring, Legal Assistance, Commercial Litigation, Arbitration, Litigation, Legal Writing, Employment Law, Civil Litigation, Legal Research
Education
Temple University - James E. Beasley School of Law 1987 — 1988
LLM (Taxation)
New York Law School 1978 — 1981
Juris Doctor, Commercial Transactiions; Taxation
Dartmouth College 1970 — 1974
BA, Sociology
Jose Almonte's Wilmington Trust Company Experience 2009 - 2010
Job Partner at Outer Edge Technology
Industry Information Technology and Services
Experience
Outer Edge Technology March 2010 - Present
Outer Edge Technology March 2010 - Present
Wilmington Trust Company 2009 - 2010
Modern Group, Ltd 2000 - 2009
Alliance Consulting 2000 - 2004
Entex Information Services (Siemens Business Services) 1997 - 2000
Skills
Active Directory Domain..., DNS, Group Policy, VMware Infrastructure, Storage Area Networks, Hosted Services, Cloud Computing, Systems Engineering, Systems Architecture, Active Directory, ERP, Microsoft Dynamics, Microsoft Dynamics ERP, System Architecture, Project Management, Data Center, Management, Virtualization, VMware, Business Continuity, Disaster Recovery, IT Management, IT Service Management, Servers, Windows Server, Server Architecture, Cisco Technologies, Enterprise Architecture, VMware ESX, Cross-functional Team..., Citrix, SharePoint, Integration, CRM, Enterprise Software, Infrastructure, Security, Vendor Management
Education
Pace University - Lubin School of Business 1992 — 1995
BBA, Finance/Accounting
Outer Edge Technology March 2010 - Present
Outer Edge Technology March 2010 - Present
Wilmington Trust Company 2009 - 2010
Modern Group, Ltd 2000 - 2009
Alliance Consulting 2000 - 2004
Entex Information Services (Siemens Business Services) 1997 - 2000
Skills
Active Directory Domain..., DNS, Group Policy, VMware Infrastructure, Storage Area Networks, Hosted Services, Cloud Computing, Systems Engineering, Systems Architecture, Active Directory, ERP, Microsoft Dynamics, Microsoft Dynamics ERP, System Architecture, Project Management, Data Center, Management, Virtualization, VMware, Business Continuity, Disaster Recovery, IT Management, IT Service Management, Servers, Windows Server, Server Architecture, Cisco Technologies, Enterprise Architecture, VMware ESX, Cross-functional Team..., Citrix, SharePoint, Integration, CRM, Enterprise Software, Infrastructure, Security, Vendor Management
Education
Pace University - Lubin School of Business 1992 — 1995
BBA, Finance/Accounting
Hana Callaghan's Wilmington Trust Company Experience 2001 - 2006
Job Director at The American Friends of the Czech Republic
Industry International Trade and Development
Experience
American Friends of the Czech Republic 2010 - Present
Goldman Sachs & Co 2006 - 2009
Wilmington Trust Company 2001 - 2006
Lincoln Financial Distributors 2000 - 2001
Education
Charles University in Prague 1998 — 2001
MA
Temple University
Master of Arts
American Friends of the Czech Republic 2010 - Present
Goldman Sachs & Co 2006 - 2009
Wilmington Trust Company 2001 - 2006
Lincoln Financial Distributors 2000 - 2001
Education
Charles University in Prague 1998 — 2001
MA
Temple University
Master of Arts
Donita Sing's Wilmington Trust Company Experience 1998 - 2004
Job Human Resources Business Partner Discover Financial Services
Industry Financial Services
Experience
Discover Financial Services October 2004 - Present
MBNA April 2004 - October 2005
Wilmington Trust Company 1998 - 2004
Beneficial Financial Group 1988 - 1998
Skills
Credit Cards, PeopleSoft, Credit, Relationship Management, Vendor Management, Financial Services, Onboarding, Human Resources, Performance Management, Employee Engagement, Recruiting, Call Centers, Talent Management, Coaching, Team Building, Talent Acquisition, Employee Relations, Process Improvement
Education
Wilmington University 2006 — 2008
MBA, Human Resources
Springfield College 2001 — 2003
BA, Human Services
Alcorn State University
Computer Science
Discover Financial Services October 2004 - Present
MBNA April 2004 - October 2005
Wilmington Trust Company 1998 - 2004
Beneficial Financial Group 1988 - 1998
Skills
Credit Cards, PeopleSoft, Credit, Relationship Management, Vendor Management, Financial Services, Onboarding, Human Resources, Performance Management, Employee Engagement, Recruiting, Call Centers, Talent Management, Coaching, Team Building, Talent Acquisition, Employee Relations, Process Improvement
Education
Wilmington University 2006 — 2008
MBA, Human Resources
Springfield College 2001 — 2003
BA, Human Services
Alcorn State University
Computer Science
James P. Lawler's Wilmington Trust Company Experience December 2008 - November 2011
Job Director Structured Finance at Delaware Trust Company
Industry Capital Markets
Experience
Delaware Trust Company August 2014 - Present
BNY Mellon October 2013 - May 2014
Wells Fargo Delaware Trust Company, N.A. November 2011 - July 2013
Wilmington Trust Company December 2008 - November 2011
Wilmington Trust Company January 2003 - December 2008
Financial Strategies, Inc. 1983 - 1987
Skills
Structured Finance, Structured Products, Alternative Investments, Capital Markets, Securitization, Renewable Finance, SPV Administration, Cross Border..., Hedge Funds, Fixed Income, Bonds, Private Equity, Cross-border, Investment Banking, Asset Management, Financial Services, Securities, Corporate Finance, Strategic Financial..., Relationship Management, Investments, Portfolio Management, Project Finance, Banking, ABS, Finance, Financial Structuring, Management, Financial Markets
Education
University of Phoenix 1994 — 1996
MAOM, Organizational Management
Mount St. Mary's University 1978 — 1982
Business & Finance, Business
Delaware Trust Company August 2014 - Present
BNY Mellon October 2013 - May 2014
Wells Fargo Delaware Trust Company, N.A. November 2011 - July 2013
Wilmington Trust Company December 2008 - November 2011
Wilmington Trust Company January 2003 - December 2008
Financial Strategies, Inc. 1983 - 1987
Skills
Structured Finance, Structured Products, Alternative Investments, Capital Markets, Securitization, Renewable Finance, SPV Administration, Cross Border..., Hedge Funds, Fixed Income, Bonds, Private Equity, Cross-border, Investment Banking, Asset Management, Financial Services, Securities, Corporate Finance, Strategic Financial..., Relationship Management, Investments, Portfolio Management, Project Finance, Banking, ABS, Finance, Financial Structuring, Management, Financial Markets
Education
University of Phoenix 1994 — 1996
MAOM, Organizational Management
Mount St. Mary's University 1978 — 1982
Business & Finance, Business
Jane Joseph, CFA's Wilmington Trust Company Experience December 2014 - Present
Job Vice President/Senior Fixed Income Analyst at Wilmington Trust Company
Industry Investment Management
Experience
Wilmington Trust Company December 2014 - Present
New York Institute of Finance January 2014 - Present
The Opportunity Lab March 2013 - June 2013
Bank of New York Mellon October 1995 - September 2012
Merrill Lynch May 1993 - January 1995
National Association of Insurance Commissioners August 1989 - May 1993
Skills
Capital Markets, Bonds, Bloomberg, Financial Modeling, Financial Analysis, Credit, Credit Analysis, Securities, Credit Risk, Fixed Income, Investment Banking, Mutual Funds, Derivatives, Analysis, Investment-grade fixed..., Financial Markets, Series 7, Emerging Markets, Asset Allocation, Trading, Investment Management
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance
Binghamton University
BA, English Literature
Kauffman Fasttrac New Venture Program 2014 — 2014
General Assembly
Wilmington Trust Company December 2014 - Present
New York Institute of Finance January 2014 - Present
The Opportunity Lab March 2013 - June 2013
Bank of New York Mellon October 1995 - September 2012
Merrill Lynch May 1993 - January 1995
National Association of Insurance Commissioners August 1989 - May 1993
Skills
Capital Markets, Bonds, Bloomberg, Financial Modeling, Financial Analysis, Credit, Credit Analysis, Securities, Credit Risk, Fixed Income, Investment Banking, Mutual Funds, Derivatives, Analysis, Investment-grade fixed..., Financial Markets, Series 7, Emerging Markets, Asset Allocation, Trading, Investment Management
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance
Binghamton University
BA, English Literature
Kauffman Fasttrac New Venture Program 2014 — 2014
General Assembly
Liana M Bauerle's Wilmington Trust Company Experience February 2006 - June 2007
Job Assistant to Advisor/Office Manager
Industry Financial Services
Experience
Ameriprise Financial September 2008 - Present
Kontrax Consulting International July 2008 - September 2008
Penn State University August 2007 - 2008
Wilmington Trust Company February 2006 - June 2007
SEI Investments, Inc. March 2005 - May 2005
Herbal Body Care October 1998 - January 2005
Skills
Employee Benefits, Leadership, Series 7, Series 6, Asset Allocation, Mutual Funds, Series 63, Retirement Planning, Estate Planning, Wealth Management
Education
West Chester University of Pennsylvania 2002 — 2004
BS, Finance
Harcum College 1980 — 1983
Associate of Science (A.S.), Comparative and Laboratory Animal Medicine
Ameriprise Financial September 2008 - Present
Kontrax Consulting International July 2008 - September 2008
Penn State University August 2007 - 2008
Wilmington Trust Company February 2006 - June 2007
SEI Investments, Inc. March 2005 - May 2005
Herbal Body Care October 1998 - January 2005
Skills
Employee Benefits, Leadership, Series 7, Series 6, Asset Allocation, Mutual Funds, Series 63, Retirement Planning, Estate Planning, Wealth Management
Education
West Chester University of Pennsylvania 2002 — 2004
BS, Finance
Harcum College 1980 — 1983
Associate of Science (A.S.), Comparative and Laboratory Animal Medicine
Elyce Hall's Wilmington Trust Company Experience 1997 - 2005
Job Product Manager at Hobart
Industry Marketing and Advertising
Experience
Hobart September 2011 - Present
TXU Energy February 2008 - April 2011
Market Edge 2005 - 2008
Wilmington Trust Company 1997 - 2005
Skills
Strategic Planning, Cross-functional Team..., Strategy, Marketing Strategy, Product Development, Leadership, Business Strategy, Business Development, Product Management, Product Marketing
Education
University of Delaware - Lerner College of Business and Economics
Master of Business Administration (M.B.A.)
George Mason University
Bachelor of Science (BS) Marketing
Hobart September 2011 - Present
TXU Energy February 2008 - April 2011
Market Edge 2005 - 2008
Wilmington Trust Company 1997 - 2005
Skills
Strategic Planning, Cross-functional Team..., Strategy, Marketing Strategy, Product Development, Leadership, Business Strategy, Business Development, Product Management, Product Marketing
Education
University of Delaware - Lerner College of Business and Economics
Master of Business Administration (M.B.A.)
George Mason University
Bachelor of Science (BS) Marketing
Katie Whitestone's Wilmington Trust Company Experience April 2008 - Present
Job Trust Admin Asst at Wilmington Trust Company
Industry Banking
Experience
Wilmington Trust Company April 2008 - Present
Wilmington Trust April 1999 - Present
Household Retail Services August 1996 - April 1999
Wells Fargo September 1989 - June 1996
Skills
Portfolio Management, Securities, Financial Services, Capital Markets, Relationship Management, Banking, Microsoft Office, Office Administration, Organization, Customer Service, Human Resources, 10 Key, Trust Services, Alternative Investments, Corporate Trust, Wealth Management, Mutual Funds, Asset Allocation
Education
Delaware Technical and Community College-Stanton-Wilmington 1997 — 1998
Palo Alto High School
Wilmington Trust Company April 2008 - Present
Wilmington Trust April 1999 - Present
Household Retail Services August 1996 - April 1999
Wells Fargo September 1989 - June 1996
Skills
Portfolio Management, Securities, Financial Services, Capital Markets, Relationship Management, Banking, Microsoft Office, Office Administration, Organization, Customer Service, Human Resources, 10 Key, Trust Services, Alternative Investments, Corporate Trust, Wealth Management, Mutual Funds, Asset Allocation
Education
Delaware Technical and Community College-Stanton-Wilmington 1997 — 1998
Palo Alto High School
Hugh Leahy's Wilmington Trust Company Experience 1991 - 2003
Job Retired SVP at Delaware Community Foundation
Industry Nonprofit Organization Management
Experience
Delaware Community Foundation April 2005 - May 2013
Wilmington Trust Company 1991 - 2003
Education
Widener University
MBA
College of the Holy Cross 1965 — 1969
BA, Economics
Delaware Community Foundation April 2005 - May 2013
Wilmington Trust Company 1991 - 2003
Education
Widener University
MBA
College of the Holy Cross 1965 — 1969
BA, Economics
Christopher Sullivan, CFA's Wilmington Trust Company Experience December 2002 - Present
Job Vice President Senior Investment Advisor at Wilmington Trust Company
Industry Investment Management
Experience
Wilmington Trust Company December 2002 - Present
T. Rowe Price 1997 - 2002
Legg Mason 1995 - 1997
Education
The Johns Hopkins University - Carey Business School
MBA, Finance
Towson University
BS, Economics
George Mason University 1989 — 1993
Wilmington Trust Company December 2002 - Present
T. Rowe Price 1997 - 2002
Legg Mason 1995 - 1997
Education
The Johns Hopkins University - Carey Business School
MBA, Finance
Towson University
BS, Economics
George Mason University 1989 — 1993
Christopher Cudjoe's Wilmington Trust Company Experience June 2006 - February 2009
Job Securities & Funds Control Manager at Wilmington Trust Company
Industry Banking
Experience
Wilmington Trust Company/M&T Bank January 2009 - Present
Wilmington Trust Company June 2006 - February 2009
Wilmington Trust Company October 2004 - June 2006
Bear Stearns & Company, Inc July 2002 - October 2004
Skills
Risk Management, Internal Controls, Fixed Income, Bloomberg, Equities, Securities, Capital Markets, Structured Products, Financial Modeling, Trading, Bonds, Investments
Education
Wilmington University 2005 — 2007
Masters of Business Administration; MBA, Finance
City University of New York 1998 — 2002
Bachelors of Science, Finance
Wilmington Trust Company/M&T Bank January 2009 - Present
Wilmington Trust Company June 2006 - February 2009
Wilmington Trust Company October 2004 - June 2006
Bear Stearns & Company, Inc July 2002 - October 2004
Skills
Risk Management, Internal Controls, Fixed Income, Bloomberg, Equities, Securities, Capital Markets, Structured Products, Financial Modeling, Trading, Bonds, Investments
Education
Wilmington University 2005 — 2007
Masters of Business Administration; MBA, Finance
City University of New York 1998 — 2002
Bachelors of Science, Finance
Louise Frock's Wilmington Trust Company Experience October 2006 - July 2010
Job VP, Marketing Manager at M&T Bank
Industry Banking
Experience
M&T Bank July 2011 - Present
Wilmington Trust July 2010 - September 2011
Wilmington Trust Company October 2006 - July 2010
Wilmington Trust October 2004 - September 2006
Shipley Advertising 2001 - 2004
Amichetti, Lewis & Associates, Inc 1987 - 2001
Skills
Banking, Financial Services, Credit Cards, Leadership, Marketing Strategy, Program Management, Marketing, Advertising, Change Management, Management, Retail Banking, Product Development, Vendor Management, Analytics, Risk Management
Education
Notre Dame of Maryland University
M&T Bank July 2011 - Present
Wilmington Trust July 2010 - September 2011
Wilmington Trust Company October 2006 - July 2010
Wilmington Trust October 2004 - September 2006
Shipley Advertising 2001 - 2004
Amichetti, Lewis & Associates, Inc 1987 - 2001
Skills
Banking, Financial Services, Credit Cards, Leadership, Marketing Strategy, Program Management, Marketing, Advertising, Change Management, Management, Retail Banking, Product Development, Vendor Management, Analytics, Risk Management
Education
Notre Dame of Maryland University
Colin (Nick) Stewart's Wilmington Trust Company Experience May 2004 - April 2011
Job Accountant/Financial Analyst at Wilmington Trust Company (wholly owned Subsidiary of M&T Bank)
Industry Investment Management
Experience
Wilmington Trust Company (wholly owned subsidiary of M&T Bank) April 2011 - Present
Wilmington Trust Company May 2004 - April 2011
Wilmington Trust Company May 2001 - May 2004
Wilmington Trust Company December 1999 - May 2001
Department of Human Services, Victoria, Australia February 1996 - February 1999
Skills
Financial Analysis, Financial Reporting
Education
Deakin University 2013 — 2015
Master of Arts (M.A.), International Relations
Deakin University 1991 — 1996
Bachelor of Commerce (B.Com.), Accounting & Commercial Law
The Geelong College 1979 — 1980
11 to 12
Colac High School 1975 — 1978
7 to 10
Colac West Primary School 1968 — 1974
Prep to 6
Wilmington Trust Company (wholly owned subsidiary of M&T Bank) April 2011 - Present
Wilmington Trust Company May 2004 - April 2011
Wilmington Trust Company May 2001 - May 2004
Wilmington Trust Company December 1999 - May 2001
Department of Human Services, Victoria, Australia February 1996 - February 1999
Skills
Financial Analysis, Financial Reporting
Education
Deakin University 2013 — 2015
Master of Arts (M.A.), International Relations
Deakin University 1991 — 1996
Bachelor of Commerce (B.Com.), Accounting & Commercial Law
The Geelong College 1979 — 1980
11 to 12
Colac High School 1975 — 1978
7 to 10
Colac West Primary School 1968 — 1974
Prep to 6
Rose M. Lang's Wilmington Trust Company Experience October 2008 - 2012
Job Director Pension & Structured Solutions at Prudential Financial
Industry Financial Services
Experience
Prudential Financial February 2013 - Present
Wilmington Trust Company October 2008 - 2012
UBS Wealth Management September 1993 - October 2008
Skills
401k, Retirement, Defined Benefit, Pensions, Fixed Annuities, ERISA, Trust Services, Management
Education
Fairleigh Dickinson University
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Rutgers, The State University of New Jersey-Newark
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Prudential Financial February 2013 - Present
Wilmington Trust Company October 2008 - 2012
UBS Wealth Management September 1993 - October 2008
Skills
401k, Retirement, Defined Benefit, Pensions, Fixed Annuities, ERISA, Trust Services, Management
Education
Fairleigh Dickinson University
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Rutgers, The State University of New Jersey-Newark
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Peter Hayes's Wilmington Trust Company Experience January 1990 - November 2010
Job Banking Professional
Industry Banking
Experience
BNY Mellon October 2011 - Present
M&T Bank December 2010 - October 2011
Wilmington Trust Company January 1990 - November 2010
Skills
USSF C License
Education
Illinois State University 1983 — 1987
BS, Economics
BNY Mellon October 2011 - Present
M&T Bank December 2010 - October 2011
Wilmington Trust Company January 1990 - November 2010
Skills
USSF C License
Education
Illinois State University 1983 — 1987
BS, Economics
Robert Quinn's Wilmington Trust Company Experience October 2014 - Present
Job Vice President at Wilmington Trust Company
Industry Banking
Experience
Wilmington Trust Company October 2014 - Present
Wells Fargo Collateral Trust September 2005 - April 2014
The Bank of New York May 1999 - September 2005
Airborne Express Corp 1997 - 1998
Northwest Wine Company 1995 - 1997
Skills
Finance
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
University of Washington 1991 — 1995
BS, Business
O'Dea High School 1982 — 1986
General Studies, General studies
Wilmington Trust Company October 2014 - Present
Wells Fargo Collateral Trust September 2005 - April 2014
The Bank of New York May 1999 - September 2005
Airborne Express Corp 1997 - 1998
Northwest Wine Company 1995 - 1997
Skills
Finance
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
University of Washington 1991 — 1995
BS, Business
O'Dea High School 1982 — 1986
General Studies, General studies
Ron Stiles's Wilmington Trust Company Experience February 2006 - Present
Job AVP Brokerage Services at Wilmington Trust Company
Industry Financial Services
Experience
Wilmington Trust Company February 2006 - Present
US Trust April 2000 - April 2005
Education
Alvernia University 1987 — 1994
BA, Business and History
Wilmington Trust Company February 2006 - Present
US Trust April 2000 - April 2005
Education
Alvernia University 1987 — 1994
BA, Business and History
Richard Cairns's Wilmington Trust Company Experience August 1978 - December 1993
Job Managing Director at PNC Delaware Trust Company
Industry Financial Services
Experience
PNC Delaware Trust Company September 2009 - Present
PNC Wealth Management May 1995 - September 2009
Meridian Asset Management January 1994 - April 1995
Wilmington Trust Company August 1978 - December 1993
Skills
Wealth Management, Alternative Investments, Asset Allocation, Asset Managment, Wealth Management..., Investment Advisory, Investment Strategies, Estate Planning, Portfolio Management, Investment Management, High Net Worth..., Trust Services, Private Banking, Asset Management, Securities, Investments, Wealth, Retirement Planning, Mutual Funds
Education
Hobart and William Smith Colleges 1975 — 1978
BA, Politcal Science
PNC Delaware Trust Company September 2009 - Present
PNC Wealth Management May 1995 - September 2009
Meridian Asset Management January 1994 - April 1995
Wilmington Trust Company August 1978 - December 1993
Skills
Wealth Management, Alternative Investments, Asset Allocation, Asset Managment, Wealth Management..., Investment Advisory, Investment Strategies, Estate Planning, Portfolio Management, Investment Management, High Net Worth..., Trust Services, Private Banking, Asset Management, Securities, Investments, Wealth, Retirement Planning, Mutual Funds
Education
Hobart and William Smith Colleges 1975 — 1978
BA, Politcal Science
Peter Vatalaro's Wilmington Trust Company Experience April 2008 - Present
Job Vice President at Wilmington Trust
Industry Financial Services
Experience
WILMINGTON TRUST COMPANY April 2008 - Present
Management Consultant April 2006 - April 2008
KeyCorp April 1998 - March 2006
Smith Barney Private Trust Companies January 1995 - January 1998
Smith Barney Global Risk Management January 1994 - January 1995
Smith Barney Corporate Planning January 1993 - January 1994
Shearson Lehman Brothers January 1991 - January 1993
Shearson Lehman Brothers January 1988 - January 1991
Wheelock Inc January 1985 - January 1988
Hess Corporation June 1980 - January 1985
Skills
Risk Management, Financial Analysis, Finance, Strategy, Process Improvement, Forecasting, Analysis, Due Diligence, Investments, Financial Services, Cross-functional Team..., Management, Managerial Finance, Leadership, Mergers, Banking, Asset Management
Education
Boston University
BS, Business Administration; Accounting and Finance
Seton Hall University
MBA, Finance
WILMINGTON TRUST COMPANY April 2008 - Present
Management Consultant April 2006 - April 2008
KeyCorp April 1998 - March 2006
Smith Barney Private Trust Companies January 1995 - January 1998
Smith Barney Global Risk Management January 1994 - January 1995
Smith Barney Corporate Planning January 1993 - January 1994
Shearson Lehman Brothers January 1991 - January 1993
Shearson Lehman Brothers January 1988 - January 1991
Wheelock Inc January 1985 - January 1988
Hess Corporation June 1980 - January 1985
Skills
Risk Management, Financial Analysis, Finance, Strategy, Process Improvement, Forecasting, Analysis, Due Diligence, Investments, Financial Services, Cross-functional Team..., Management, Managerial Finance, Leadership, Mergers, Banking, Asset Management
Education
Boston University
BS, Business Administration; Accounting and Finance
Seton Hall University
MBA, Finance
Melissa Govette's Wilmington Trust Company Experience August 2003 - January 2010
Job Commercial Real Estate Relationship Manager at M&T Bank
Industry Real Estate
Experience
M&T Bank January 2010 - Present
Wilmington Trust Company August 2003 - January 2010
Skills
Loans, Asset Management, Commercial Lending, Real Estate Transactions, Commercial Real Estate..., Commercial Real Estate..., Banking, Portfolio Management, Underwriting, Financial Risk, Real Estate Financing, Relationship Management, Commercial Mortgages, Commercial Banking, Credit Analysis, Credit, Small Business Lending, Mortgage Lending, Loan Origination, Commercial Real Estate, Real Estate Economics, Real Estate
Education
West Chester University of Pennsylvania 2000 — 2003
BS, Finance
Calvin College 1999 — 2001
M&T Bank January 2010 - Present
Wilmington Trust Company August 2003 - January 2010
Skills
Loans, Asset Management, Commercial Lending, Real Estate Transactions, Commercial Real Estate..., Commercial Real Estate..., Banking, Portfolio Management, Underwriting, Financial Risk, Real Estate Financing, Relationship Management, Commercial Mortgages, Commercial Banking, Credit Analysis, Credit, Small Business Lending, Mortgage Lending, Loan Origination, Commercial Real Estate, Real Estate Economics, Real Estate
Education
West Chester University of Pennsylvania 2000 — 2003
BS, Finance
Calvin College 1999 — 2001
David Kahn's Wilmington Trust Company Experience September 2005 - September 2009
Job Managing Director at Convergent Wealth Advisors
Industry Investment Management
Experience
Convergent Wealth Advisors September 2009 - Present
Inside Out Community Arts 2007 - Present
Wilmington Trust Company September 2005 - September 2009
Roxbury Capital Management 1994 - 2004
Skills
Hedge Funds, Wealth Management, Asset Managment, Investments, Equities, Portfolio Management, Private Equity, Alternative Investments, Strategic Planning, Valuation, Series 7, Fundraising, Estate Planning
Education
New York University - Leonard N. Stern School of Business 1990 — 1991
MBA, Finance
Bucknell University 1981 — 1984
BA, Economics
Convergent Wealth Advisors September 2009 - Present
Inside Out Community Arts 2007 - Present
Wilmington Trust Company September 2005 - September 2009
Roxbury Capital Management 1994 - 2004
Skills
Hedge Funds, Wealth Management, Asset Managment, Investments, Equities, Portfolio Management, Private Equity, Alternative Investments, Strategic Planning, Valuation, Series 7, Fundraising, Estate Planning
Education
New York University - Leonard N. Stern School of Business 1990 — 1991
MBA, Finance
Bucknell University 1981 — 1984
BA, Economics
Patrick Donahue, CCTS's Wilmington Trust Company Experience 2009 - Present
Job Vice President & Relationship Manager at Wilmington Trust Co.
Industry Banking
Experience
Wilmington Trust Company 2009 - Present
PNC Financial Services Group July 1996 - July 2009
J.P. Morgan July 1993 - July 1996
Philadelphia Depository Trust Co July 1986 - July 1993
Education
Saint Joseph's University - Erivan K. Haub School of Business 1993 — 1996
MBA, Accounting
Rutgers University-New Brunswick 1982 — 1986
BA, Economics & English
Wilmington Trust Company 2009 - Present
PNC Financial Services Group July 1996 - July 2009
J.P. Morgan July 1993 - July 1996
Philadelphia Depository Trust Co July 1986 - July 1993
Education
Saint Joseph's University - Erivan K. Haub School of Business 1993 — 1996
MBA, Accounting
Rutgers University-New Brunswick 1982 — 1986
BA, Economics & English
William Hoover's Wilmington Trust Company Experience January 1996 - January 1999
Job Senior Executive
Industry Financial Services
Experience
AMS Advisors October 2007 - November 2014
ADVISOR MARKETING SERVICES GROUP, LLC September 2007 - January 2013
Third Party Marketers Association 2007 - December 2012
3PM 2009 - 2012
Huntington National Bank August 2004 - September 2006
Fleet Boston/US Regional Private Banking January 2000 - August 2004
Fisher Investments January 1999 - January 2001
WILMINGTON TRUST COMPANY January 1996 - January 1999
EARLY CAREER January 1977 - January 1995
Chase Manhattan Bank of Florida July 1986 - January 1990
Skills
Wealth Management, Alternative Investments, Investments, Banking, Mutual Funds, Investment Management, Asset Management, Investment Advisory, Asset Managment, Strategy, Financial Markets, Financial Advisory, Fixed Income, Financial Services, Securities, Wealth Management..., Finance, Retirement, Asset Allocation, Retirement Planning, Series 24, Estate Planning, Series 7, Investment Strategies, Equities, Series 63, Capital Markets, Investor Relations, Bonds, Leadership, Private Equity, Management, Hedge Funds, High Net Worth..., Portfolio Management, Pensions, FINRA, Uniform Combined State..., 401k, New Business Development, ETFs, Fund Of Funds, Wealth, Options, Venture Capital
Education
Emory University 1976 — 1977
MA, Economic History
Emory University 1969 — 1973
BA, Economic History
AMS Advisors October 2007 - November 2014
ADVISOR MARKETING SERVICES GROUP, LLC September 2007 - January 2013
Third Party Marketers Association 2007 - December 2012
3PM 2009 - 2012
Huntington National Bank August 2004 - September 2006
Fleet Boston/US Regional Private Banking January 2000 - August 2004
Fisher Investments January 1999 - January 2001
WILMINGTON TRUST COMPANY January 1996 - January 1999
EARLY CAREER January 1977 - January 1995
Chase Manhattan Bank of Florida July 1986 - January 1990
Skills
Wealth Management, Alternative Investments, Investments, Banking, Mutual Funds, Investment Management, Asset Management, Investment Advisory, Asset Managment, Strategy, Financial Markets, Financial Advisory, Fixed Income, Financial Services, Securities, Wealth Management..., Finance, Retirement, Asset Allocation, Retirement Planning, Series 24, Estate Planning, Series 7, Investment Strategies, Equities, Series 63, Capital Markets, Investor Relations, Bonds, Leadership, Private Equity, Management, Hedge Funds, High Net Worth..., Portfolio Management, Pensions, FINRA, Uniform Combined State..., 401k, New Business Development, ETFs, Fund Of Funds, Wealth, Options, Venture Capital
Education
Emory University 1976 — 1977
MA, Economic History
Emory University 1969 — 1973
BA, Economic History
Dick Nenno's Wilmington Trust Company Experience March 1982 - Present
Job Managing Director and Trust Counsel at Wilmington Trust Company
Industry Banking
Experience
Wilmington Trust Company March 1982 - Present
Education
Harvard Law School 1973 — 1976
Doctor of Law (J.D.)
Princeton University 1969 — 1973
A.B., International Relations and Affairs
Wilmington Trust Company March 1982 - Present
Education
Harvard Law School 1973 — 1976
Doctor of Law (J.D.)
Princeton University 1969 — 1973
A.B., International Relations and Affairs
Myfanwy Bonilla, CAMS's Wilmington Trust Company Experience January 2009 - August 2010
Job Vice President, AML Risk Manager at The Bancorp Bank
Industry Banking
Experience
The Bancorp Bank June 2013 - Present
M&T Bank May 2011 - May 2013
Wilmington Trust August 2010 - June 2011
Wilmington Trust Company January 2009 - August 2010
Wilmington Trust Company February 2005 - December 2008
First Union Corporation 1996 - 2001
Wilmington Trust October 1991 - October 1996
Potter Anderson & Corroon LLP July 1988 - October 1991
Skills
Compliance, AML, Contract Negotiation, Risk Management, Bank Secrecy Act, Corporate Law, KYC, Fraud, Risk Assessment, Banking, Financial Services, Securities, Corporate Governance, Investments, Capital Markets, Due Diligence, Structured Finance, Mergers & Acquisitions, Asset Management, Mutual Funds, Loans, Portfolio Management, Credit Risk, Wealth Management, Finance, Hedge Funds, Private Equity, Credit, OFAC, Equities, Fixed Income, Securities Regulation, Operational Risk..., FINRA, Retail Banking, Alternative Investments, Project Finance, Investment Banking, Relationship Management, Commercial Lending, Commercial Banking, Corporate Finance, Credit Analysis, Mortgage Lending, Derivatives, Anti Money Laundering
Education
Villanova University School of Law 1985 — 1988
JD, Law
Swarthmore College 1978 — 1982
BA, Psychology
The Bancorp Bank June 2013 - Present
M&T Bank May 2011 - May 2013
Wilmington Trust August 2010 - June 2011
Wilmington Trust Company January 2009 - August 2010
Wilmington Trust Company February 2005 - December 2008
First Union Corporation 1996 - 2001
Wilmington Trust October 1991 - October 1996
Potter Anderson & Corroon LLP July 1988 - October 1991
Skills
Compliance, AML, Contract Negotiation, Risk Management, Bank Secrecy Act, Corporate Law, KYC, Fraud, Risk Assessment, Banking, Financial Services, Securities, Corporate Governance, Investments, Capital Markets, Due Diligence, Structured Finance, Mergers & Acquisitions, Asset Management, Mutual Funds, Loans, Portfolio Management, Credit Risk, Wealth Management, Finance, Hedge Funds, Private Equity, Credit, OFAC, Equities, Fixed Income, Securities Regulation, Operational Risk..., FINRA, Retail Banking, Alternative Investments, Project Finance, Investment Banking, Relationship Management, Commercial Lending, Commercial Banking, Corporate Finance, Credit Analysis, Mortgage Lending, Derivatives, Anti Money Laundering
Education
Villanova University School of Law 1985 — 1988
JD, Law
Swarthmore College 1978 — 1982
BA, Psychology
Herb Bowersock's Wilmington Trust Company Experience June 1989 - April 1999
Job Quality Assurance Analyst at SunGard
Industry Computer Software
Experience
SunGard Asset Arena 1999 - Present
Delaware First Financial Corporation April 1999 - October 1999
Wilmington Trust Company June 1989 - April 1999
Skills
Software Quality..., Quality Center, Manual Testing, User Acceptance Testing, Test Planning, Regression Testing, JCL, Banking, QTP, Process Improvement
Education
Goldey-Beacom College 1986 — 1990
Bachelor of Science, Finance
SunGard Asset Arena 1999 - Present
Delaware First Financial Corporation April 1999 - October 1999
Wilmington Trust Company June 1989 - April 1999
Skills
Software Quality..., Quality Center, Manual Testing, User Acceptance Testing, Test Planning, Regression Testing, JCL, Banking, QTP, Process Improvement
Education
Goldey-Beacom College 1986 — 1990
Bachelor of Science, Finance
Michelle Ravert, VP's Wilmington Trust Company Experience March 2013 - Present
Job at
Industry Financial Services
Experience
Wilmington Trust January 2014 - Present
Wilmington Trust Company March 2013 - Present
Wilmington Trust Company September 2011 - March 2013
Wilmington Trust Co October 2010 - September 2011
Wilmington Trust June 2006 - October 2010
Wilmington Trust May 1999 - June 2006
Wilmington Trust Co August 1996 - May 1999
Skills
Process Improvement, Leadership, Business Analysis, Financial Services, Risk Management, Portfolio Management, SDLC, Vendor Management, Asset Managment, PMO, Banking, Fixed Income, Requirements Analysis, Project Management, Business Process, Asset Management, Business Process..., Software Documentation
Education
Penn State University 1990 — 1992
Chemical Engineering
Delaware Technical Community College
Wilmington Trust January 2014 - Present
Wilmington Trust Company March 2013 - Present
Wilmington Trust Company September 2011 - March 2013
Wilmington Trust Co October 2010 - September 2011
Wilmington Trust June 2006 - October 2010
Wilmington Trust May 1999 - June 2006
Wilmington Trust Co August 1996 - May 1999
Skills
Process Improvement, Leadership, Business Analysis, Financial Services, Risk Management, Portfolio Management, SDLC, Vendor Management, Asset Managment, PMO, Banking, Fixed Income, Requirements Analysis, Project Management, Business Process, Asset Management, Business Process..., Software Documentation
Education
Penn State University 1990 — 1992
Chemical Engineering
Delaware Technical Community College
Annette Faltot's Wilmington Trust Company Experience 1978 - 1990
Job Independent Religious Institutions Professional
Industry Religious Institutions
Experience
retired academic May 2007 - Present
St. Mark's High School August 1998 - November 2006
Neumann University August 1995 - July 1998
East Liberty Family Health Care Center May 1992 - June 1995
Wilmington Trust Company 1978 - 1990
Skills
PowerPoint, Research, Leadership, Editing, Pastoral Counseling, Team Building, Youth Ministry, Spiritual Direction, Missions, Public Relations, Team Leadership, Budgets, Church Events, Gospel, Liturgy, Bible teaching, Performance Poetry, Writing Poetry, Reading
Education
Duquesne University 1991 — 1993
Master of Arts (M.A.), Theology/Theological Studies
University of Delaware
Bachelor of Arts (B.A.), Psychology
retired academic May 2007 - Present
St. Mark's High School August 1998 - November 2006
Neumann University August 1995 - July 1998
East Liberty Family Health Care Center May 1992 - June 1995
Wilmington Trust Company 1978 - 1990
Skills
PowerPoint, Research, Leadership, Editing, Pastoral Counseling, Team Building, Youth Ministry, Spiritual Direction, Missions, Public Relations, Team Leadership, Budgets, Church Events, Gospel, Liturgy, Bible teaching, Performance Poetry, Writing Poetry, Reading
Education
Duquesne University 1991 — 1993
Master of Arts (M.A.), Theology/Theological Studies
University of Delaware
Bachelor of Arts (B.A.), Psychology
Paul Falkowski's Wilmington Trust Company Experience 1989 - 2006
Job Teacher at looking for work TEACHING or TUTORING.
Industry Education Management
Experience
looking for work TEACHING or TUTORING. January 2011 - Present
Groves - Adult Education August 2007 - Present
Wilmington Trust Company 1989 - 2006
Personal Computer Liaison January 1989 - January 2003
University of Delaware January 1986 - January 1989
Education
Camden County College
Mater Salvatoris, Blackwood, see MATT SCHULTE...
University of Delaware
Bachelor of Arts, Mathematics Education
looking for work TEACHING or TUTORING. January 2011 - Present
Groves - Adult Education August 2007 - Present
Wilmington Trust Company 1989 - 2006
Personal Computer Liaison January 1989 - January 2003
University of Delaware January 1986 - January 1989
Education
Camden County College
Mater Salvatoris, Blackwood, see MATT SCHULTE...
University of Delaware
Bachelor of Arts, Mathematics Education
Adam Waldron's Wilmington Trust Company Experience January 1994 - January 2001
Job Executor and Trustee
Industry Financial Services
Experience
Self employed March 2010 - Present
Ashbridge Investment Management June 2001 - March 2010
Wilmington Trust Company January 1994 - January 2001
Delaware Trust 1987 - 1990
Corestates Bank 1984 - 1989
Skills
Estate Planning, Equities, Wealth, Banking, Fiduciary, High Net Worth..., Wealth Management, Alternative Investments, Asset Managment, Mutual Funds, Bonds, Portfolio Management, Due Diligence, Fixed Income, Asset Management, Investments, Credit, Strategy, Manage Client..., Asset Allocation, Investment Management, Hedge Funds
Education
Widener University School of Law 2011 — 2012
Paralegal Certificate, Trusts and Estate Administration, 3.8
Hampden-Sydney College 1980 — 1984
BA, Economics/ Mathematics
Saint Andrews School 1977 — 1980
Self employed March 2010 - Present
Ashbridge Investment Management June 2001 - March 2010
Wilmington Trust Company January 1994 - January 2001
Delaware Trust 1987 - 1990
Corestates Bank 1984 - 1989
Skills
Estate Planning, Equities, Wealth, Banking, Fiduciary, High Net Worth..., Wealth Management, Alternative Investments, Asset Managment, Mutual Funds, Bonds, Portfolio Management, Due Diligence, Fixed Income, Asset Management, Investments, Credit, Strategy, Manage Client..., Asset Allocation, Investment Management, Hedge Funds
Education
Widener University School of Law 2011 — 2012
Paralegal Certificate, Trusts and Estate Administration, 3.8
Hampden-Sydney College 1980 — 1984
BA, Economics/ Mathematics
Saint Andrews School 1977 — 1980
David D. Wilkinson's Wilmington Trust Company Experience November 1998 - May 2011
Job Vice President, Senior Private Banker
Industry Banking
Experience
Wells Fargo May 2011 - Present
Wilmington Trust Company November 1998 - May 2011
Fulton Bank 1993 - 1998
Skills
Commercial Lending, Credit Underwriting, Project Management, Talent Developer, Private Banking, Underwriting, Banking, Financial Analysis, Credit Analysis, Wealth Management, Commercial Banking, Treasury Management, Cash Management, Risk Management, Investment Management, Loans, Credit, Relationship Management, Small Business Lending, Portfolio Management, Consumer Lending, Credit Risk
Education
Franklin & Marshall College 1989 — 1993
Bachelors, Economics and Political Science
Sanford School 1985 — 1989
High school
Wells Fargo May 2011 - Present
Wilmington Trust Company November 1998 - May 2011
Fulton Bank 1993 - 1998
Skills
Commercial Lending, Credit Underwriting, Project Management, Talent Developer, Private Banking, Underwriting, Banking, Financial Analysis, Credit Analysis, Wealth Management, Commercial Banking, Treasury Management, Cash Management, Risk Management, Investment Management, Loans, Credit, Relationship Management, Small Business Lending, Portfolio Management, Consumer Lending, Credit Risk
Education
Franklin & Marshall College 1989 — 1993
Bachelors, Economics and Political Science
Sanford School 1985 — 1989
High school
Steve Barone, CCTS's Wilmington Trust Company Experience January 2012 - Present
Job Assistant Vice President at Wilmington Trust
Industry Banking
Experience
Wilmington Trust Company January 2012 - Present
Wilmington Trust Company May 2006 - January 2012
Skills
Project Finance, Structured Finance, Corporate Finance, Capital Markets, Finance, Relationship Management, Renewable Energy, Aircraft Leasing, Credit Analysis, Investments, Financial Services
Education
Goldey Beacom College 1991 — 1995
Bachelor's degree, Finance, General
St. Mark's High School
St. Mark's High School
Wilmington Trust Company January 2012 - Present
Wilmington Trust Company May 2006 - January 2012
Skills
Project Finance, Structured Finance, Corporate Finance, Capital Markets, Finance, Relationship Management, Renewable Energy, Aircraft Leasing, Credit Analysis, Investments, Financial Services
Education
Goldey Beacom College 1991 — 1995
Bachelor's degree, Finance, General
St. Mark's High School
St. Mark's High School
Donna Burg's Wilmington Trust Company Experience July 1973 - October 1998
Job Technical Lead at Chase
Industry Banking
Experience
Chase October 1998 - Present
Wilmington Trust company July 1973 - October 1998
Education
Goldey Beacom College 1968 — 1969
associates, business
Chase October 1998 - Present
Wilmington Trust company July 1973 - October 1998
Education
Goldey Beacom College 1968 — 1969
associates, business
Matthew Perny's Wilmington Trust Company Experience May 2002 - March 2010
Job Vice President at Barclays Wealth and Investment Management
Industry Banking
Experience
Barclays Wealth and Investment Management March 2010 - Present
Wilmington Trust Company May 2002 - March 2010
Education
Widener University School of Law 2006 — 2010
J.D.
Davidson College 1996 — 2000
B.S., Biology
Barclays Wealth and Investment Management March 2010 - Present
Wilmington Trust Company May 2002 - March 2010
Education
Widener University School of Law 2006 — 2010
J.D.
Davidson College 1996 — 2000
B.S., Biology
Gail Hublein's Wilmington Trust Company Experience April 2000 - December 2003
Job Seeking New Business Opportunities
Industry Education Management
Experience
Reach Academy for Girls August 2012 - July 2014
Reach Academy for Girls August 2010 - June 2012
Bradley Allen Hublein Foundation at the Delaware Community Foundation February 2007 - May 2008
Leukemia & Lymphoma Society, Delaware Chapter March 2007 - December 2007
Young Conaway Stargatt & Taylor, LLP January 2004 - May 2004
Wilmington Trust Company April 2000 - December 2003
Wilmington Trust Company March 1990 - March 2003
Skills
Matlab, Research, Photoshop, C++, Public Speaking, C, Java, HTML, Data Analysis, Fundraising, Leadership, Management, Training, Banking, Event Planning, Customer Service, Event Management, Sales, Teaching, Team Building
Education
Wilmington College 2008 — 2010
Masters of Elementary Education
Bloomsburg University of Pennsylvania 1985 — 1987
Kennett High School
Reach Academy for Girls August 2012 - July 2014
Reach Academy for Girls August 2010 - June 2012
Bradley Allen Hublein Foundation at the Delaware Community Foundation February 2007 - May 2008
Leukemia & Lymphoma Society, Delaware Chapter March 2007 - December 2007
Young Conaway Stargatt & Taylor, LLP January 2004 - May 2004
Wilmington Trust Company April 2000 - December 2003
Wilmington Trust Company March 1990 - March 2003
Skills
Matlab, Research, Photoshop, C++, Public Speaking, C, Java, HTML, Data Analysis, Fundraising, Leadership, Management, Training, Banking, Event Planning, Customer Service, Event Management, Sales, Teaching, Team Building
Education
Wilmington College 2008 — 2010
Masters of Elementary Education
Bloomsburg University of Pennsylvania 1985 — 1987
Kennett High School
Jennifer Little-Greer's Wilmington Trust Company Experience September 1998 - June 2001
Job Director MBE Services Group, Greater New England Minority Supplier Development Council, Inc. (GNEMSDC)
Industry Nonprofit Organization Management
Experience
Greater New England Minority Supplier Development Council, Inc. (GNEMSDC) December 2011 - Present
Citizens Television May 2011 - Present
Healthtrax Fitness & Wellness 2011 - 2012
Wepawaug-Flagg Federal Credit Union June 2008 - December 2010
American Eagle Federal Credit Union December 2005 - June 2008
Wachovia Bank June 2001 - December 2005
Wilmington Trust Company September 1998 - June 2001
BankBoston, Boston MA January 1997 - August 1998
Fleet Bank December 1994 - January 1997
RECOLL Management Corp subsidiary Fleet Bank 1992 - 1994
Skills
Customer Service, Strategic Planning, Team Building, Leadership Development, Public Speaking, PowerPoint, Operations Management, Project Management, Microsoft Word, Non-profits, Fundraising, Research, Microsoft Excel, Program Management, Nonprofits, Leadership, Budgets, Risk Management, Event Planning, Strategy
Education
Albertus Magnus College
Bachelor of Science (BS), Business Administration, Management and Operations
Greater New England Minority Supplier Development Council, Inc. (GNEMSDC) December 2011 - Present
Citizens Television May 2011 - Present
Healthtrax Fitness & Wellness 2011 - 2012
Wepawaug-Flagg Federal Credit Union June 2008 - December 2010
American Eagle Federal Credit Union December 2005 - June 2008
Wachovia Bank June 2001 - December 2005
Wilmington Trust Company September 1998 - June 2001
BankBoston, Boston MA January 1997 - August 1998
Fleet Bank December 1994 - January 1997
RECOLL Management Corp subsidiary Fleet Bank 1992 - 1994
Skills
Customer Service, Strategic Planning, Team Building, Leadership Development, Public Speaking, PowerPoint, Operations Management, Project Management, Microsoft Word, Non-profits, Fundraising, Research, Microsoft Excel, Program Management, Nonprofits, Leadership, Budgets, Risk Management, Event Planning, Strategy
Education
Albertus Magnus College
Bachelor of Science (BS), Business Administration, Management and Operations
Joseph Basta's Wilmington Trust Company Experience September 1993 - May 2011
Job Director of Information Technology at Affiliated Distributors
Industry Information Technology and Services
Experience
Affiliated Distributors July 2012 - Present
M&T Bank June 2011 - July 2012
Wilmington Trust Company September 1993 - May 2011
Computer Sciences Corporation June 1989 - September 1993
Skills
Project Portfolio..., IT Strategy, Program Management, Business Analysis, Business Process..., IT Management, Vendor Management, Risk Management, Business Process, PMO, Process Improvement, Enterprise Architecture, Portfolio Management, SDLC, Disaster Recovery, Integration, Information Technology, Financial Services, Business Intelligence, Software Development, Application Development
Education
Villanova University 1990 — 1996
MBA, Finance and Management
King's College 1985 — 1989
B.S., Mathematics
Affiliated Distributors July 2012 - Present
M&T Bank June 2011 - July 2012
Wilmington Trust Company September 1993 - May 2011
Computer Sciences Corporation June 1989 - September 1993
Skills
Project Portfolio..., IT Strategy, Program Management, Business Analysis, Business Process..., IT Management, Vendor Management, Risk Management, Business Process, PMO, Process Improvement, Enterprise Architecture, Portfolio Management, SDLC, Disaster Recovery, Integration, Information Technology, Financial Services, Business Intelligence, Software Development, Application Development
Education
Villanova University 1990 — 1996
MBA, Finance and Management
King's College 1985 — 1989
B.S., Mathematics
Sharon E. Cohen, CFP's Wilmington Trust Company Experience June 1985 - January 1993
Job Senior Vice President at Northern Trust
Industry Investment Management
Experience
Northern Trust September 2009 - Present
Atlantic Trust February 1993 - July 2009
Wilmington Trust Company June 1985 - January 1993
Skills
Wealth Management, Wealth Management..., Asset Allocation, Alternative Investments, Mutual Funds, High Net Worth..., Banking, Investments, Portfolio Management, Asset Management, Investment Advisory, Hedge Funds, Equities, Investment Strategies
Education
Villanova University School of Law 1990 — 1992
MST, Taxation
College for Financial Planning 1986 — 1989
Certified Financial Planner
University of Delaware - Lerner College of Business and Economics 1981 — 1985
BSBA, Finance
Northern Trust September 2009 - Present
Atlantic Trust February 1993 - July 2009
Wilmington Trust Company June 1985 - January 1993
Skills
Wealth Management, Wealth Management..., Asset Allocation, Alternative Investments, Mutual Funds, High Net Worth..., Banking, Investments, Portfolio Management, Asset Management, Investment Advisory, Hedge Funds, Equities, Investment Strategies
Education
Villanova University School of Law 1990 — 1992
MST, Taxation
College for Financial Planning 1986 — 1989
Certified Financial Planner
University of Delaware - Lerner College of Business and Economics 1981 — 1985
BSBA, Finance
Michelle Leggio's Wilmington Trust Company Experience 1999 - 2000
Job Trust Administrator at Christiana Trust and owner of CGS, Commercial Grounds Service
Industry Management Consulting
Experience
Christiana Bank & Trust November 2013 - Present
CGS Commercial Grounds Services July 2010 - Present
Wilmington Trust September 2012 - November 2013
Paoli Services, Inc. September 2009 - January 2011
Corporation Service Company February 2009 - September 2009
Leggio & Son, Inc. June 2005 - October 2008
Gilpin Mortgage February 2003 - June 2005
Wilmington Trust Company 1999 - 2000
Skills
Credit, Financial Services, Finance, Entrepreneurship, Loans, Mortgage Lending, Project Planning, Small Business, Banking, High Net Worth..., Wealth Management, Business Development, Training
Education
Wilmington University 2002 — 2003
General Studies
Goldey-Beacom College 1993 — 1997
Finance
Christiana Bank & Trust November 2013 - Present
CGS Commercial Grounds Services July 2010 - Present
Wilmington Trust September 2012 - November 2013
Paoli Services, Inc. September 2009 - January 2011
Corporation Service Company February 2009 - September 2009
Leggio & Son, Inc. June 2005 - October 2008
Gilpin Mortgage February 2003 - June 2005
Wilmington Trust Company 1999 - 2000
Skills
Credit, Financial Services, Finance, Entrepreneurship, Loans, Mortgage Lending, Project Planning, Small Business, Banking, High Net Worth..., Wealth Management, Business Development, Training
Education
Wilmington University 2002 — 2003
General Studies
Goldey-Beacom College 1993 — 1997
Finance
Darlene McCarthy's Wilmington Trust Company Experience September 1997 - September 1999
Job Banking Officer & Executive Administrative Assistant
Industry Banking
Experience
Wilmington Trust January 2004 - Present
Wilmington Trust September 1999 - January 2004
Wilmington Trust Company September 1997 - September 1999
Skills
Banking
Education
Goldey-Beacom College 1979 — 1981
Business
St. Mark's High School 1976 — 1979
Wilmington Trust January 2004 - Present
Wilmington Trust September 1999 - January 2004
Wilmington Trust Company September 1997 - September 1999
Skills
Banking
Education
Goldey-Beacom College 1979 — 1981
Business
St. Mark's High School 1976 — 1979
Chaun Ricks's Wilmington Trust Company Experience September 2007 - December 2009
Job Regulatory Operations at PNCGIS
Industry Financial Services
Experience
PNCGIS January 2010 - Present
BNY Mellon January 2010 - Present
Wilmington Trust Company September 2007 - December 2009
PNCGIS October 2006 - September 2007
PNCGIS March 2006 - October 2006
PNCGIS May 2003 - March 2006
PFPC INC April 1999 - May 2003
Services March 1998 - April 1999
PFPC Inc July 1997 - March 1998
PFPC INc February 1996 - July 1997
Education
Norfolk State University 1991 — 1995
B.A., Mass Communications
Norfolk State University
BA, Mass Communications
PNCGIS January 2010 - Present
BNY Mellon January 2010 - Present
Wilmington Trust Company September 2007 - December 2009
PNCGIS October 2006 - September 2007
PNCGIS March 2006 - October 2006
PNCGIS May 2003 - March 2006
PFPC INC April 1999 - May 2003
Services March 1998 - April 1999
PFPC Inc July 1997 - March 1998
PFPC INc February 1996 - July 1997
Education
Norfolk State University 1991 — 1995
B.A., Mass Communications
Norfolk State University
BA, Mass Communications
Katherine Wilkinson's Wilmington Trust Company Experience March 2000 - September 2001
Job SVP: Delaware Commercial Banking at Fulton Bank: Delaware National Division
Industry Banking
Experience
Fulton Bank, N.A. Delaware National Division January 2011 - Present
Delaware State Chamber of Commerce 2008 - Present
Wilmington Trust September 2001 - January 2011
Wilmington Trust Company March 2000 - September 2001
Wilmington Trust Company March 1998 - March 2000
Conectiv Services January 1997 - March 1998
PNC BANK, DELAWARE (previously Bank of Delaware) December 1990 - December 1996
MANUFACTURERS HANOVER BANK (DELAWARE) April 1987 - September 1990
PROVIDENT NATIONAL BANK December 1986 - April 1987
Provident National Bank September 1985 - December 1986
Skills
Commercial Banking, Banking, Portfolio Management, Loans, Commercial Lending, Credit
Education
Drexel University - LeBow College of Business 1987 — 1990
MBA, Finance
Smith College 1981 — 1985
AB, Economics
Smith College 1981 — 1985
Bachelor of Arts Degree, Economics
COMMUNITY ENGAGEMENT
Delaware Community Foundation
Drexel University
Masters, Business Administration; Finance
Fulton Bank, N.A. Delaware National Division January 2011 - Present
Delaware State Chamber of Commerce 2008 - Present
Wilmington Trust September 2001 - January 2011
Wilmington Trust Company March 2000 - September 2001
Wilmington Trust Company March 1998 - March 2000
Conectiv Services January 1997 - March 1998
PNC BANK, DELAWARE (previously Bank of Delaware) December 1990 - December 1996
MANUFACTURERS HANOVER BANK (DELAWARE) April 1987 - September 1990
PROVIDENT NATIONAL BANK December 1986 - April 1987
Provident National Bank September 1985 - December 1986
Skills
Commercial Banking, Banking, Portfolio Management, Loans, Commercial Lending, Credit
Education
Drexel University - LeBow College of Business 1987 — 1990
MBA, Finance
Smith College 1981 — 1985
AB, Economics
Smith College 1981 — 1985
Bachelor of Arts Degree, Economics
COMMUNITY ENGAGEMENT
Delaware Community Foundation
Drexel University
Masters, Business Administration; Finance
Vinny (Vincent) Edmund-Pizzo's Wilmington Trust Company Experience September 2000 - September 2003
Job Owner at Vincent J. EdmundPizzo, MST
Industry Accounting
Experience
State of Delaware February 2014 - Present
Vincent J. Edmund-Pizzo, MST January 2013 - Present
BNY Mellon September 2003 - Present
H&R Block January 2010 - April 2012
Wilmington Trust Company September 2000 - September 2003
Applegate & Associates April 2000 - April 2001
Applied Card Systems August 1999 - September 2000
Skills
Accounting, Tax Preparation, Corporate Tax, Income Tax, Tax Returns, Investments, Financial Statements, Account Reconciliation, Tax, Finance
Education
STRAYER UNIVERSITY 2007 — 2009
MS degree, Professional Accounting; Taxation
Goldey-Beacom College
Bachelor of Science, Accounting
State of Delaware February 2014 - Present
Vincent J. Edmund-Pizzo, MST January 2013 - Present
BNY Mellon September 2003 - Present
H&R Block January 2010 - April 2012
Wilmington Trust Company September 2000 - September 2003
Applegate & Associates April 2000 - April 2001
Applied Card Systems August 1999 - September 2000
Skills
Accounting, Tax Preparation, Corporate Tax, Income Tax, Tax Returns, Investments, Financial Statements, Account Reconciliation, Tax, Finance
Education
STRAYER UNIVERSITY 2007 — 2009
MS degree, Professional Accounting; Taxation
Goldey-Beacom College
Bachelor of Science, Accounting
Patricia Lamers's Wilmington Trust Company Experience November 1984 - July 1990
Job Communications Committee Chair for Hurley Heritage Society
Industry Museums and Institutions
Experience
Hurley Heritage Society Museum May 2004 - Present
Olana State Historic Site February 2007 - March 2008
Staatsburgh State Historic Site May 2001 - January 2007
Clermont State Historic Site July 1997 - January 2001
New Castle County Department of Public Safety July 1990 - March 1996
Himont, Inc. September 1989 - July 1990
Wilmington Trust Company November 1984 - July 1990
Skills
Press Releases, Training
Education
Goldey-Beacom College
Associate Degree, Cum Laude, Computer Information Systems
University of Delaware
Bachelor's Degree, English
Hurley Heritage Society Museum May 2004 - Present
Olana State Historic Site February 2007 - March 2008
Staatsburgh State Historic Site May 2001 - January 2007
Clermont State Historic Site July 1997 - January 2001
New Castle County Department of Public Safety July 1990 - March 1996
Himont, Inc. September 1989 - July 1990
Wilmington Trust Company November 1984 - July 1990
Skills
Press Releases, Training
Education
Goldey-Beacom College
Associate Degree, Cum Laude, Computer Information Systems
University of Delaware
Bachelor's Degree, English
Cathy Strusowski's Wilmington Trust Company Experience December 1987 - October 1997
Job VP, Business Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 1997 - Present
Wilmington Trust Company December 1987 - October 1997
Skills
Accounting, Compliance, Financial Reporting, Operations Management, Cash Management, Vendor Relations
Education
Goldey-Beacom College 1990 — 1995
AA, Accounting
Morgan Stanley Wealth Management October 1997 - Present
Wilmington Trust Company December 1987 - October 1997
Skills
Accounting, Compliance, Financial Reporting, Operations Management, Cash Management, Vendor Relations
Education
Goldey-Beacom College 1990 — 1995
AA, Accounting
Denny Barrowclough's Wilmington Trust Company Experience May 2009 - Present
Job Retired
Industry Banking
Experience
Wilmington Trust Company May 2009 - Present
Wilmington Trust April 1986 - May 2009
Barclays Bank of Delaware January 1985 - April 1986
PNC/Bank of Delaware February 1970 - February 1985
Skills
Banking, Operations Management, Management, Process Improvement, Business Analysis, Retail Banking
Education
Goldey Beacom College 1974 — 1976
Business Management
Wilmington Trust Company May 2009 - Present
Wilmington Trust April 1986 - May 2009
Barclays Bank of Delaware January 1985 - April 1986
PNC/Bank of Delaware February 1970 - February 1985
Skills
Banking, Operations Management, Management, Process Improvement, Business Analysis, Retail Banking
Education
Goldey Beacom College 1974 — 1976
Business Management
Saritha Chekuru's Wilmington Trust Company Experience November 2007 - February 2008
Job Associate
Industry Financial Services
Experience
JPMC April 2011 - Present
Bank of America December 2010 - April 2011
Omicron consulting January 2010 - April 2010
Becket & Lee LLP 2008 - 2009
Citi Group April 2008 - July 2008
Wilmington Trust Company November 2007 - February 2008
Comcast Communications August 2007 - October 2007
Barclays Bank February 2007 - July 2007
Ajilon 2007 - 2007
Bank of America April 2006 - October 2006
Skills
Quality Center, Test Planning, Regression Testing, Microsoft SQL Server, Test Cases, Team Leadership, System Testing, Software Quality..., Resource Management, Waterfall, Manual Testing, QTP, Test Management, Data Warehousing, Analysis, Integration Testing, Microsoft Office, JIRA, Test Strategy, Agile Testing, Data Analysis, Testing, VBScript, Usability Testing, Test Automation, HP QTP, HP Quality Center, Process Improvement, Visio
Education
University of Delaware 2003 — 2004
Diploma, Paralegal
Acharya Nagarjuna University 1994 — 1997
B.L., Laws
Sri Venkateswara University 1990 — 1993
B.Com, Commerce, Economics
B.D.P.S. 1989 — 1990
Diploma, Advanced Computer Programming
JPMC April 2011 - Present
Bank of America December 2010 - April 2011
Omicron consulting January 2010 - April 2010
Becket & Lee LLP 2008 - 2009
Citi Group April 2008 - July 2008
Wilmington Trust Company November 2007 - February 2008
Comcast Communications August 2007 - October 2007
Barclays Bank February 2007 - July 2007
Ajilon 2007 - 2007
Bank of America April 2006 - October 2006
Skills
Quality Center, Test Planning, Regression Testing, Microsoft SQL Server, Test Cases, Team Leadership, System Testing, Software Quality..., Resource Management, Waterfall, Manual Testing, QTP, Test Management, Data Warehousing, Analysis, Integration Testing, Microsoft Office, JIRA, Test Strategy, Agile Testing, Data Analysis, Testing, VBScript, Usability Testing, Test Automation, HP QTP, HP Quality Center, Process Improvement, Visio
Education
University of Delaware 2003 — 2004
Diploma, Paralegal
Acharya Nagarjuna University 1994 — 1997
B.L., Laws
Sri Venkateswara University 1990 — 1993
B.Com, Commerce, Economics
B.D.P.S. 1989 — 1990
Diploma, Advanced Computer Programming
Joyce Sybell's Wilmington Trust Company Experience August 2006 - September 2011
Job Associate
Industry Information Technology and Services
Experience
TEKSystems October 2011 - Present
Wilmington Trust Company August 2006 - September 2011
Education
Hofstra University 1971 — 1979
Bachelor of Science, computer science
TEKSystems October 2011 - Present
Wilmington Trust Company August 2006 - September 2011
Education
Hofstra University 1971 — 1979
Bachelor of Science, computer science
Sharon Wiegner, MBA's Wilmington Trust Company Experience 2010 - 2011
Job Administrative Specialist Center for Disabilities Studies at University of Delaware
Industry Higher Education
Experience
University of Delaware 2013 - Present
Blood Bank of Delmarva 2011 - 2013
Wilmington Trust Company 2010 - 2011
Wilmington Trust Company 2008 - 2010
Moran Environmental Recovery/Fleet Environmental Services 2007 - 2008
Janice Angelini - Licensed Professional Counselor of Mental Health 2007 - 2008
MTM Technologies/InfoSystems 2005 - 2007
Skills
Management, Process Improvement, Recruiting, Leadership, Business Continuity, Human Resources, Payroll, Budgets, Program Management, Employee Benefits, Training, Analysis, Talent Management, Interviews, Employee Relations, Customer Service, Onboarding
Education
Strayer University 2007 — 2009
MBA, Management
Neumann University 2000 — 2002
BA, Liberal Studies
Delaware County Community College 1999 — 2000
AA, Education
University of Delaware 2013 - Present
Blood Bank of Delmarva 2011 - 2013
Wilmington Trust Company 2010 - 2011
Wilmington Trust Company 2008 - 2010
Moran Environmental Recovery/Fleet Environmental Services 2007 - 2008
Janice Angelini - Licensed Professional Counselor of Mental Health 2007 - 2008
MTM Technologies/InfoSystems 2005 - 2007
Skills
Management, Process Improvement, Recruiting, Leadership, Business Continuity, Human Resources, Payroll, Budgets, Program Management, Employee Benefits, Training, Analysis, Talent Management, Interviews, Employee Relations, Customer Service, Onboarding
Education
Strayer University 2007 — 2009
MBA, Management
Neumann University 2000 — 2002
BA, Liberal Studies
Delaware County Community College 1999 — 2000
AA, Education
Allison Crook's Wilmington Trust Company Experience October 2004 - June 2007
Job Accounts Payable Associate and Administrative Assistant
Industry Financial Services
Experience
Ruby Tuesday May 2010 - April 2011
Wilmington Trust Company October 2004 - June 2007
Colonial Construction Company April 2003 - November 2003
Radisson Hotel February 2002 - December 2002
Education
High Point University 1999 — 2001
The Bullis School
Wilmington University
Ruby Tuesday May 2010 - April 2011
Wilmington Trust Company October 2004 - June 2007
Colonial Construction Company April 2003 - November 2003
Radisson Hotel February 2002 - December 2002
Education
High Point University 1999 — 2001
The Bullis School
Wilmington University
Roseanne Bradley's Wilmington Trust Company Experience August 2004 - July 2011
Job Underwriter at Trident Mortgage Company
Industry Financial Services
Experience
Trident Mortgage Company August 2011 - Present
Wilmington Trust Company August 2004 - July 2011
Citizens Bank July 2002 - August 2004
PMI Mortgage Insurance Co. January 2001 - July 2002
Wachovia Bank/Meridian Mortgage September 1993 - January 2001
MGIC August 1986 - September 1993
Education
Delaware County Community College 1989 — 1993
Associates, Banking
Archbishop Prendergast High School 1979 — 1982
Diploma
Trident Mortgage Company August 2011 - Present
Wilmington Trust Company August 2004 - July 2011
Citizens Bank July 2002 - August 2004
PMI Mortgage Insurance Co. January 2001 - July 2002
Wachovia Bank/Meridian Mortgage September 1993 - January 2001
MGIC August 1986 - September 1993
Education
Delaware County Community College 1989 — 1993
Associates, Banking
Archbishop Prendergast High School 1979 — 1982
Diploma
Floralinda Kirkpatrick's Wilmington Trust Company Experience September 2005 - October 2011
Job In transition
Industry Financial Services
Experience
Wilmington Trust Company September 2005 - October 2011
Wilmington Trust Company 2004 - 2005
Wilmington Trust Company 2000 - 2004
Wilmington Trust Company 1999 - 2000
Wilmington Trust Company 1996 - 1999
Wilmington Trust Company 1995 - 1996
Wilmington Trust Company 1993 - 1995
Skills
Project Management, Financial Services, Portfolio Management, Leadership, Banking, Cross-functional Team..., Microsoft Office, Management, Strategic Planning, Risk Management, Change Management, Process Improvement, Customer Service, Call Centers, Vendor Management, Business Analysis, Call Center
Education
Goldey-Beacom College
Bachelor of Science, Business Management
Wilmington Trust Company September 2005 - October 2011
Wilmington Trust Company 2004 - 2005
Wilmington Trust Company 2000 - 2004
Wilmington Trust Company 1999 - 2000
Wilmington Trust Company 1996 - 1999
Wilmington Trust Company 1995 - 1996
Wilmington Trust Company 1993 - 1995
Skills
Project Management, Financial Services, Portfolio Management, Leadership, Banking, Cross-functional Team..., Microsoft Office, Management, Strategic Planning, Risk Management, Change Management, Process Improvement, Customer Service, Call Centers, Vendor Management, Business Analysis, Call Center
Education
Goldey-Beacom College
Bachelor of Science, Business Management
Douglas L Aspinwall Sr's Wilmington Trust Company Experience February 1992 - September 2011
Job Telecom Analyst at M&T Bank
Industry Banking
Experience
M&T Bank September 2011 - Present
Wilmington Trust Company February 1992 - September 2011
Education
Shippensburg University of Pennsylvania 1972 — 1976
Bachelor of Business Administration (BBA)
M&T Bank September 2011 - Present
Wilmington Trust Company February 1992 - September 2011
Education
Shippensburg University of Pennsylvania 1972 — 1976
Bachelor of Business Administration (BBA)
Stephanie A. Wardell's Wilmington Trust Company Experience January 1998 - January 2000
Job Assistant Branch Manager at WSFS Bank
Industry Banking
Experience
WSFS Bank June 2011 - Present
WSFS Bank October 2008 - Present
Sun National Bank December 2007 - October 2008
PNC Bank May 2007 - December 2007
Sun National Bank August 2001 - April 2007
Sun National Bank January 2001 - January 2006
Corporation Trust Company January 2000 - January 2001
Wilmington Trust Company January 1998 - January 2000
Skills
Loans, Banking, Customer Service, Team Building, Coaching, Credit, Retail Banking, Training, Management, Branch Banking, Consumer Lending, Public Speaking, Team Leadership, Finance, Financial Analysis, Organizational..., Program Management, Commercial Lending, Time Management, Sales Management, Strategic Planning, Sales, Sales Operations, Business Development, Marketing, Strategy, Small Business, Branch Management, Credit Analysis, Risk Management, Leadership, Cross Selling, Lines Of Credit, Cash Management, Portfolio Management, Investments, New Business Development, Customer Retention, Loan Origination, Deposits, Mutual Funds, Treasury Management, Process Improvement, Credit Cards, Budgets, Business Analysis
Education
Goldey Beacom College 2002 — 2003
Gahanna Lincoln 1993 — 1997
WSFS Bank June 2011 - Present
WSFS Bank October 2008 - Present
Sun National Bank December 2007 - October 2008
PNC Bank May 2007 - December 2007
Sun National Bank August 2001 - April 2007
Sun National Bank January 2001 - January 2006
Corporation Trust Company January 2000 - January 2001
Wilmington Trust Company January 1998 - January 2000
Skills
Loans, Banking, Customer Service, Team Building, Coaching, Credit, Retail Banking, Training, Management, Branch Banking, Consumer Lending, Public Speaking, Team Leadership, Finance, Financial Analysis, Organizational..., Program Management, Commercial Lending, Time Management, Sales Management, Strategic Planning, Sales, Sales Operations, Business Development, Marketing, Strategy, Small Business, Branch Management, Credit Analysis, Risk Management, Leadership, Cross Selling, Lines Of Credit, Cash Management, Portfolio Management, Investments, New Business Development, Customer Retention, Loan Origination, Deposits, Mutual Funds, Treasury Management, Process Improvement, Credit Cards, Budgets, Business Analysis
Education
Goldey Beacom College 2002 — 2003
Gahanna Lincoln 1993 — 1997
Nicole Masci's Wilmington Trust Company Experience January 1993 - January 2003
Job Registered Nurse Maternity at Christiana Care Health System
Industry Hospital & Health Care
Experience
Christiana Care Health System March 2014 - Present
Christiana Care Health System March 2012 - March 2014
Christiana Care January 2008 - February 2012
Wilmington Trust Company January 1993 - January 2003
Skills
Nursing, CPOE, Medicine, Insurance, Public Speaking, Healthcare, Hospitals, Software Documentation, Customer Service, Microsoft Word, Microsoft Excel, Non-profits, Research, PowerPoint, Management, Team Building, Microsoft Office, Financial Reporting, Strategic Financial..., Financial Accounting, Marketing, Consumer Lending, Retail Banking, Wealth Management..., Trust Management, Charitable Trusts, Health Education, CPR Instruction
Education
Wilmington University 2013 — 2015
MSN Nursing Leadership, Registered Nursing, Nursing Administration, Nursing Research and Clinical Nursing
Delaware Technical & Community College 2010 — 2011
Associates, Nursing
Goldey Beacom College 1998 — 2003
Bachelor of Science, Business Administration/ Marketing
Christiana Care Health System March 2014 - Present
Christiana Care Health System March 2012 - March 2014
Christiana Care January 2008 - February 2012
Wilmington Trust Company January 1993 - January 2003
Skills
Nursing, CPOE, Medicine, Insurance, Public Speaking, Healthcare, Hospitals, Software Documentation, Customer Service, Microsoft Word, Microsoft Excel, Non-profits, Research, PowerPoint, Management, Team Building, Microsoft Office, Financial Reporting, Strategic Financial..., Financial Accounting, Marketing, Consumer Lending, Retail Banking, Wealth Management..., Trust Management, Charitable Trusts, Health Education, CPR Instruction
Education
Wilmington University 2013 — 2015
MSN Nursing Leadership, Registered Nursing, Nursing Administration, Nursing Research and Clinical Nursing
Delaware Technical & Community College 2010 — 2011
Associates, Nursing
Goldey Beacom College 1998 — 2003
Bachelor of Science, Business Administration/ Marketing
Almeda Hiner's Wilmington Trust Company Experience April 1996 - August 2011
Job Banking Professional
Industry Banking
Experience
Wilmington Trust Company April 1996 - August 2011
Skills
Poficient with Micosolf...
Education
Delaware Technical and Community College-Stanton-Wilmington 1996 — 1996
Delaware Technical and Community College-Stanton-Wilmington
GED
Wilmington Trust Company April 1996 - August 2011
Skills
Poficient with Micosolf...
Education
Delaware Technical and Community College-Stanton-Wilmington 1996 — 1996
Delaware Technical and Community College-Stanton-Wilmington
GED
Sharon Page's Wilmington Trust Company Experience August 1998 - August 2002
Job Mediation/Arbitration Officer at State of Delaware
Industry Government Administration
Experience
State of Delaware August 2002 - Present
Wilmington Hope Commission 2012 - 2012
Wilmington Trust Company August 1998 - August 2002
NYC Dept of Correction December 1988 - April 1997
Skills
Administrative..., Correction Officer, Mediator/Arbitration..., Microsoft Excel, PowerPoint, Research, Nonprofits, Customer Service, Public Speaking, Data Entry, Government, Outlook, Spreadsheets, Microsoft Office, Fax, Community Outreach, Policy, Team Building, Relocation, Concur, Calendaring, Public Safety, Medical Transcription, Office Equipment, Calendars, Telephone Reception, Accurate Data Entry, Multi-line Phone
Education
Wilmington University 2010 — 2012
Master's of Science, Administration of Human Services
Springfield College 2004 — 2007
Bachelor of Science, Human Services
State of Delaware August 2002 - Present
Wilmington Hope Commission 2012 - 2012
Wilmington Trust Company August 1998 - August 2002
NYC Dept of Correction December 1988 - April 1997
Skills
Administrative..., Correction Officer, Mediator/Arbitration..., Microsoft Excel, PowerPoint, Research, Nonprofits, Customer Service, Public Speaking, Data Entry, Government, Outlook, Spreadsheets, Microsoft Office, Fax, Community Outreach, Policy, Team Building, Relocation, Concur, Calendaring, Public Safety, Medical Transcription, Office Equipment, Calendars, Telephone Reception, Accurate Data Entry, Multi-line Phone
Education
Wilmington University 2010 — 2012
Master's of Science, Administration of Human Services
Springfield College 2004 — 2007
Bachelor of Science, Human Services
Huffstetler Karen's Wilmington Trust Company Experience August 2001 - Present
Job Compliance Analyst at Wilmington Trust Company
Industry Financial Services
Experience
Wilmington Trust Company August 2001 - Present
Bank of America February 1985 - April 1999
Education
Phoenix College 1986 — 1986
Accounting
Maryvale High School 1964 — 1970
Wilmington Trust Company August 2001 - Present
Bank of America February 1985 - April 1999
Education
Phoenix College 1986 — 1986
Accounting
Maryvale High School 1964 — 1970
Charlene Williams-Heard's Wilmington Trust Company Experience 2008 - 2011
Job Systems Analyst / Application Developer
Industry Financial Services
Experience
JP Morgan Chase 2013 - Present
M&T Bank (Formerly Wilmington Trust Company) 2011 - 2013
Wilmington Trust Company 2008 - 2011
Wilmington Trust Company 2003 - 2008
Wilmington Trust Company 1996 - 2003
Education
Drexel University
Bachelor of Science (BS), Computer Science
JP Morgan Chase 2013 - Present
M&T Bank (Formerly Wilmington Trust Company) 2011 - 2013
Wilmington Trust Company 2008 - 2011
Wilmington Trust Company 2003 - 2008
Wilmington Trust Company 1996 - 2003
Education
Drexel University
Bachelor of Science (BS), Computer Science
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY