Wilmington Trust FSB
Address: 1100 N Market St, Wilmington, DE 19890 Hours: Closed ⋅ Opens 8AM Fri Thursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (302) 651-1000Place name: : : : Category: : : : Website: Website: http://www.wilmingtontrust.com/ Category: Corporate office Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (7) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Wilmington Trust Corporation Posting publicly on the Web Write a review Reviews 11 Google reviews
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Wilmington Trust FSB Employees
Dalton Investments June 2011 - Present
The Ocean Park Ladies Open Tournament and Fundraiser March 2012 - March 2015
Wilmington Trust N.A. (formerly Wilmington Trust FSB) May 2007 - July 2011
Wilmington Trust FSB May 2006 - May 2007
Manitoba International Marketing Competition - Business Simulation August 2006 - January 2007
South Bay Brokers March 2005 - December 2006
Independant Contractor for Paula Bozeman September 2001 - July 2005
Skills
Financial Analysis, Investments, Budgets, Event Planning, Strategic Planning, Microsoft Excel, Strategy, Forecasting, Marketing, Advertising, Leadership, Finance, Market Research, Business Analysis, Contract Management, PowerPoint, Project Management, Negotiation, CRM, Investor Relations
Education
Loyola Marymount University, College of Business Administration
BBA -- Business Admin., Finance, Marketing, International Business
Wells Fargo Bank January 2008 - Present
Wilmington Trust FSB January 2006 - January 2008
First National Bank of Maryland 1999 - 2005
Skills
Banking, Loans, Credit, Credit Analysis, Commercial Banking, Management, Accounting, Sales, Portfolio Management, Analysis, Commercial Lending, Customer Service, Risk Management, Small Business Lending, Treasury Management, Financial Analysis
Education
Notre Dame of Maryland University 2000 — 2006
BA, Business/Marketing
Wilmington Trust FSB December 2006 - Present
KPMG January 2004 - November 2006
Education
University of Central Florida - College of Business Administration 2003 — 2003
5th year for CPA License, Accounting
University of Miami 1999 — 2003
BBA, Accounting
Griffith University 2001 — 2001
Semester Exchange, Liberal Arts
M&T Bank June 2011 - Present
Wilmington Trust FSB December 2006 - June 2011
Advocates for Children & Youth 2000 - 2009
Chevy Chase Bank, FSB 2000 - 2007
Mercantile Safte-Deposit & Trust 1985 - 2000
Maryland National Bank 1983 - 1985
Frank Lyons Collection 1982 - 1984
Skills
Commercial Banking, Credit, Wealth Management, Mergers, Loans, Finance, Financial Services, Commercial Lending, Small Business Lending, Private Banking, Structured Finance, Portfolio Management, Credit Analysis, Treasury Management, Mergers & Acquisitions, Consumer Lending, Lines Of Credit
Education
University of Richmond 1977 — 1981
BA, Liberal Arts
Gilman School 1966 — 1976
H.S. Diploma
PwC October 2013 - Present
WILMINGTON TRUST FSB December 2007 - October 2013
PFPC, King of Prussia, Pennsylvania September 2005 - August 2006
Skills
Investments, Financial Analysis, Portfolio Management, Banking, Mutual Funds, Alternative Investments, Bloomberg, Asset Allocation, Analysis, Management, Wealth Management, Trading, Accounting, Asset Management, Finance, Financial Reporting
Education
Villanova University 2011 — 2012
Certificate, Accountancy
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
MBA, Finance
West Chester University of Pennsylvania 1998 — 2002
Bachelor's of Science, Criminal Justice/Psychology
HighTower 2008 - January 2015
Alpha Wealth Management November 2007 - December 2008
US Fiduciary 2005 - 2007
Lehman Brothers 2001 - 2005
Wilmington Trust, FSB 1998 - 2001
STI Private Capital Group, N.A. 1996 - 1998
Raymond James Trust Company 1992 - 1996
Chase Manhattan 1988 - 1991
Merrill Lynch 1985 - 1988
County of Orleans, New York, Office of the District Attorney 1979 - 1985
Skills
Client Representation, Strategic Financial..., Investment Advisory, Financial Advisory, Financial Services, Investments, Wealth Management, Finance, Wealth, Series 7, Alternative Investments, Private Banking, Mergers & Acquisitions, Portfolio Management, Securities, Capital Markets, Risk Management, High Net Worth..., Asset Allocation, Mergers, Hedge Funds, Asset Management, Wealth Management..., Estate Planning, Investment Strategies, Mutual Funds, Investment Management, ETFs, Retirement Planning, Series 24, FINRA, Private Equity, Equities, Fixed Income, Uniform Combined State..., Series 65, Bonds, Financial Planners, Options, Retirement, Venture Capital, Personal Financial..., Bloomberg, Hedging, Equity Research, Separately Managed..., Series 63, Investment Advisory..., Management, Business Development
Education
Case Western Reserve University School of Law 1974 — 1977
Juris Doctor (JD), Law
Hiram College 1970 — 1974
Bachelor of Arts (B.A., cum laude)
M&T Bank May 2011 - Present
Wilmington Trust FSB July 2007 - April 2011
Yardville National Bank (Acquired by PNC) 2004 - 2007
Amboy Bank 1999 - 2004
United Jersey Bank 1992 - 1999
The National State Bank, NJ September 1988 - May 1992
Skills
Credit, Banking, Credit Analysis, Asset Based Lending, Due Diligence, Loans, Finance, Portfolio Management, Mortgage Lending, Commercial Banking, Commercial Lending, Financial Analysis, Real Estate Development, Real Estate, Financial Modeling, Commercial Real Estate, Valuation, Mergers & Acquisitions, Risk Management, Investments, Corporate Finance
Education
Duquesne University 1984 — 1988
BSBA, Finance
TIAA-CREF Trust Company, FSB June 2010 - Present
Wilmington Trust FSB March 2006 - June 2010
Deutsche Bank October 2003 - March 2006
Morgan Stanley Private Wealth Management December 1998 - September 2002
Education
Maurice A. Deane School of Law at Hofstra University 1995 — 1998
Juris Doctor, Law
Pfaffinger Foundation 2003 - Present
The American Red Cross 1999 - Present
MSAC Foundation March 2012 - January 2014
Wilmington Trust FSB October 2005 - July 2011
US Trust January 1990 - December 2004
Southern California Edison January 1978 - December 1989
Skills
Investment Management, Alternative Investments, Asset Allocation, Wealth Management, Investment Advisory, Estate Planning, Philanthropy, Asset Managment, Investments, Mutual Funds, Portfolio Management, Securities, Investment Strategies, High Net Worth..., Strategic Financial..., Financial Modeling, Wealth Management..., Hedge Funds, Asset Management, Equities, Financial Analysis, Financial Advisory
Education
California State Polytechnic University-Pomona 1974 — 1978
MBA, Finance
University of California, Riverside 1967 — 1971
BA, Mathematics
Wilmington Trust FSB 2008 - Present
Grant Williams LP 2007 - 2008
Discount MuniBrokers 1996 - 2006
Skills
Asset Allocation, Investments, Fixed Income
Education
Penn State University 1973 — 1977
Bachelor of Science (BS), Health Planning and Administration
Ocean Medical Center January 2015 - Present
Jersey Shore Medical Center February 2014 - December 2014
Wilmington Trust FSB August 2008 - August 2013
Capital Health September 2012 - May 2013
Wachovia August 1994 - July 2008
The Church of Grace and Peace 2001 - 2006
Chemical Bank 1982 - 1990
Skills
Wealth Management, Wealth Management..., Estate Planning, High Net Worth..., Asset Allocation, Alternative Investments, Investment Advisory, Trust Services, Securities, Investment Strategies, Mutual Funds, Fixed Annuities, Finance, Series 7, Financial Services, Investment Management, Portfolio Management, Asset Management, Retirement Planning, Commercial Banking, Series 63, Investments, Private Banking, Wealth, Strategic Financial..., Financial Advisory, Fixed Income, Retirement, Provided trust and..., Bonds, Equities, Relationship Management, Financial Planners, Risk Management, Hedge Funds, ETFs, Banking, Public Speaking, Nonprofits, Community Outreach, Leadership, Leadership Development
Education
Lexington Theological Seminary 2014 — 2018
Pastoral Studies/Counseling
College for Financial Planning 2004 — 2007
MS, Financial Planning
City University of New York-Brooklyn College 1970 — 1974
B.A., Psychology
Wilmington Trust March 2012 - Present
Wilmington Trust FSB June 2006 - February 2012
Wilmington Trust June 2003 - May 2006
Wilmington Trust October 1993 - June 2003
Greenberg Traurig, LLP October 1990 - October 1993
Gunster Yoakley Criser & Stewart PA July 1980 - October 1990
Skills
Wealth Management..., Wealth Management, High Net Worth..., Private Banking, Loans, CTFA
Education
Forest Hill High School
Palm Beach Community College