Wilmington Trust, N.A.
Headquarters: Buffalo, NY Founded: 1995 Assets: 1 USD (2010) Revenue: 8.424 million USD (2010) Subsidiaries: Wilmington Trust Retirement & Institutional Services Co, Parent organization: Wilmington Trust
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Wilmington Trust, N.A. Employees
Wilmington Trust, N.A. May 2013 - Present
New York County Lawyers' Association November 2014 - Present
Wolf Haldenstein Adler Freeman & Herz LLP January 2013 - May 2013
Petsky Prunier LLC June 2009 - May 2013
Epstein Becker & Green, P.C. August 2012 - December 2012
Cohen & Schwartz, LLP May 2012 - August 2012
HRA June 2011 - August 2011
Honorable Judd J. Carhart, Hampden Superior Court September 2009 - December 2009
Skills
Estate Planning, Elder Law, Trusts, Courts, Wealth, Estate Law
Education
New York Law School 2010 — 2013
Juris Doctor
University of Massachusetts, Amherst 2006 — 2010
Bachelor of Arts, Political Science; Legal Studies, Cum Laude
Wilmington Trust, N.A. July 2014 - Present
Omega Performance May 2014 - July 2014
Bank of New York Mellon May 2004 - April 2014
US Bank January 2003 - May 2004
State Street Bank 1995 - 2000
Skills
Public Finance, Structured Finance, Corporate Trust, Fixed Income, Securities, Capital Markets, Bonds, Series 7, Investment Banking, Credit Analysis, Series 63, Corporate Finance, Securitization, Municipal Bonds, Economics, Emerging Markets, Relationship Management, Loans, Financial Services, Mutual Funds, Bloomberg
Education
Brown University
BA, Political Science
Wilmington Trust, N.A. September 2009 - Present
Lundquist & Lange, LLC January 2009 - May 2009
Skills
Legal Writing, Legal Research, Corporate Finance, Restructuring, Corporate Trust, Portfolio Management, Loans Administration, Mediation, Banking
Education
William Mitchell College of Law 2006 — 2009
Doctor of Law (J.D.), Law
Drake University 2001 — 2005
Bachelor of Arts (B.A.), International Relations and History
Eberhard-Karls-Universität Tübingen 2003 — 2004
Politics and History
American University 2003 — 2003
Washington Semester Program, Peace and Conflict Resolution
Wilmington Trust, N.A. July 2013 - Present
Palm Beach Hounds 2007 - 2015
PNC Wealth Management November 2009 - May 2013
National City June 2008 - November 2009
JP Morgan Private Bank October 2006 - April 2008
U. S. Trust Company/ Bank of America December 2005 - October 2007
MFHA 1997 - 2007
MFHA 1997 - 2007
Northern Trust Bank of Florida 1985 - 2005
Skills
Investments, Banking, Management, Relationship Management, Wealth Management, Asset Management, Business Development, Portfolio Management, Financial Services, Strategic Planning, Securities
Education
University of Miami School of Law 1980 — 1985
J.D.,LL.M., Estate Planning
University of Wisconsin-Milwaukee 1977 — 1979
B.A., History
Albion College 1974 — 1976
Bachelor of Arts (B.A.), History, Philospohy
University School 1960 — 1974
Grade School, High School
Wilmington Trust, N.A. January 2011 - December 2012
Mintz Levin Financial Advisors, LLC September 2008 - January 2011
Boston Private Bank September 2004 - September 2008
Vinfen February 2003 - September 2004
Skills
Wealth Management, Asset Allocation
Education
Providence College 1998 — 2002
B.S. Accountancy
Natixis Global Asset Management April 2012 - May 2013
Wilmington Trust, N.A. June 2008 - December 2011
SunTrust Robinson Humphrey 2004 - 2007
Bureau of Economic Analysis 2002 - 2003
Skills
Equity Research, Equity Valuation, Equities, High Net Worth..., Emerging Markets, Valuation, Fixed Income, Global Macro, Asset Allocation, Financial Modeling, Bloomberg, Hedge Funds, Portfolio Management, Asset Managment, Financial Analysis, Alternative Investments, Financial Statement..., Investment Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2004
Master of Science in Finance, Finance
Bentley University 1997 — 2001
Bachelor of Science, Economics/Finance
Wilmington Trust, N.A. September 2006 - Present
Freeman, Freeman & Smiley, LLP January 2001 - August 2006
Skills
Estate Planning, Estate Law, Estate Administration, Trusts, Wills, Probation, Tax, Real Estate, Charitable Trusts, Estate Tax Planning, Trust, Tax Law, Corporate Law, Litigation, Wealth, Trust Services, Wealth Management..., Asset Protection, Commercial Litigation, Wealth Management, High Net Worth..., Courts
Education
University of La Verne 1969 — 1972
JD, Law
University of California, Los Angeles 1963 — 1966
BA, Political Science
University of California, Santa Barbara 1961 — 1963
Political Science
Wilmington Trust, N.A. September 2014 - Present
Northwest Designs ink. inc January 2007 - Present
Wells Fargo Home Mortgage January 2009 - April 2013
TCF Bank June 2006 - January 2009
US Bank April 2007 - April 2008
University of Minnesota Rec Center January 2002 - June 2006
Skills
Loans, Retail Banking, Financial Analysis, Securities, Investments, Finance, Mortgage Banking, Financial Services, Experience with..., Banking, Credit Analysis, Credit, Management, Account Management
Education
University of Minnesota-Twin Cities 2001 — 2006
Bachelor of Science (BS), Economics
Wilmington Trust, N.A. October 2013 - Present
Byzantine Maritime Corporation 2008 - 2013
Liberian International Ship & Corporate Registry 2004 - 2008
Ceres Hellenic Shipping Enterprises Ltd. 2000 - 2004
Skills
Maritime Operations, Maritime, Shipping, International Shipping, Transportation, Ports, Logistics, Risk Assessment, Marine Engineering, Navigation, Petroleum, Shipbuilding, International Trade, Safety Management..., Inspection, Freight
Education
Nottingham Law School 2010 — 2014
Bachelor of Laws (LLB)
City University of Seattle 2004 — 2008
BSC
Queens Business College, South Kensington, London
Office Automation - Business correspondence
Wilmington Trust, N.A. September 2011 - Present
Cushman & Wakefield November 2004 - September 2011
Skills
Lease Administration, Tenant, Office Management, Facilities Management, Office Administration, Spreadsheets, Microsoft Office, Outlook, Invoicing
Education
The Ohio State University 1984 — 1987
Wilmington Trust, N.A. July 2014 - Present
The Bank of New York Mellon Trust Company N.A. April 2012 - June 2014
The Bank of New York Mellon July 2006 - April 2012
Citizens Bank December 1999 - June 2003
Skills
Capital Markets, Investments, Asset Management, Fixed Income, Portfolio Management, Financial Services, Finance, Financial Analysis
Education
University of Rhode Island 1984 — 1988
BS
Wilmington Trust, N.A. January 2014 - Present
Rackemann, Sawyer & Brewster October 2007 - April 2010
Education
University of New Hampshire 1998 — 2002
BA, Sociology/Criminal Justice
Wilmington Trust, N.A. March 2010 - Present
M&T Securities, Inc. February 2007 - March 2010
Scarborough Capital Management June 1999 - February 2007
Skills
Asset Allocation, Financial Markets, Investments, Mutual Funds, Series 63, Strategic Financial..., Finance, Retirement Planning, Fixed Annuities, Life Insurance, Portfolio Management, Series 7, Wealth Management
Education
University of Maryland Baltimore County 1997 — 1999
BA, Economics and Finance