Wilmington Trust, N.A.

Description

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

Employee
Years
Job
Industry
Theresa Fortin Theresa Fortin Greater New York City Area Details
Theresa Fortin's Wilmington Trust, N.A. Experience May 2013 - Present
Job Private Client Advisory Team at Wilmington Trust
Industry Legal Services
Experience
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

Julie Balerna Julie Balerna Boston, Massachusetts Details
Julie Balerna's Wilmington Trust, N.A. Experience July 2014 - Present
Job Vice President & Director of Sales New England, Global Capital Markets at Wilmington Trust
Industry Financial Services
Experience
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

Alecia Anderson Alecia Anderson Minneapolis, Minnesota Details
Alecia Anderson's Wilmington Trust, N.A. Experience September 2009 - Present
Job Relationship Manager at Wilmington Trust, N.A.
Industry Banking
Experience
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

Michele Vogel Michele Vogel Palm Beach, Florida Details
Michele Vogel's Wilmington Trust, N.A. Experience July 2013 - Present
Job Vice President/ Senior Private Client Advisor
Industry Financial Services
Experience
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

Carin Hofer, CFP® Carin Hofer, CFP® San Francisco Bay Area Details
Carin Hofer, CFP®'s Wilmington Trust, N.A. Experience January 2011 - December 2012
Job CFP® professional
Industry Financial Services
Experience
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

Michael Mascaro, CFA, CMT Michael Mascaro, CFA, CMT Cambridge, Massachusetts Details
Michael Mascaro, CFA, CMT's Wilmington Trust, N.A. Experience June 2008 - December 2011
Job Portfolio Manager / Global Macro Analyst
Industry Investment Management
Experience
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

Kenneth A. Feinfield Kenneth A. Feinfield Greater Los Angeles Area Details
Kenneth A. Feinfield's Wilmington Trust, N.A. Experience September 2006 - Present
Job Managing Director and Chief Fiduciary Officer at Wilmington Trust, N.A.
Industry Banking
Experience
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

Peter Gunderson Peter Gunderson Greater Minneapolis-St. Paul Area Details
Peter Gunderson's Wilmington Trust, N.A. Experience September 2014 - Present
Job Client Associate at Wilmington Trust, N.A.
Industry Banking
Experience
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

Anastasia Porou Anastasia Porou Greater Minneapolis-St. Paul Area Details
Anastasia Porou's Wilmington Trust, N.A. Experience October 2013 - Present
Job Corporate Trust Group at Wilmington Trust N.A.
Industry Banking
Experience
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

Pamela A. Chisholm Pamela A. Chisholm Los Angeles, California Details
Pamela A. Chisholm's Wilmington Trust, N.A. Experience September 2011 - Present
Job Sr. Administrative Assistant at Wilmington Trust, N.A.
Industry Financial Services
Experience
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

Deborah Daniello Deborah Daniello Greater Boston Area Details
Deborah Daniello's Wilmington Trust, N.A. Experience July 2014 - Present
Job Vice President, Senior Relationship Manager at Wilmington Trust
Industry Investment Banking
Experience
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

Alycia Joyal Alycia Joyal Greater Boston Area Details
Alycia Joyal's Wilmington Trust, N.A. Experience January 2014 - Present
Job Marketing Analyst at Wilmington Trust Company
Industry Banking
Experience
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

Ryan M. Thompson, CFP® Ryan M. Thompson, CFP® Annapolis, Maryland Details
Ryan M. Thompson, CFP®'s Wilmington Trust, N.A. Experience March 2010 - Present
Job Private Client Advisor at Wilmington Trust, N.A.
Industry Financial Services
Experience
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