US Trust Bank of America Private Wealth Management

Company Profile

Industry:Management Services, Management Services, Nsk

Members (2):Wendel Clyde / Branch Manager David Nortwood / Manager

Who has worked at US Trust Bank of America Private Wealth Management

	Position at US Trust Bank of America Private Wealth Management	Previous job position
Aaron Rumfelt	Portfolio Manager
Alfred Childs	Managing Director
Alicia O'mary	Market Trust DirectorSince Oct 2003
Amanda Mcmanus	Business Control SpecialistSince 2014	LPL FinancialRegistration Coordinator May 2014 - Aug 2014
Andrea Mignano	Client Service Officer	Bank of AmericaClient Sales& Service Officer Since 2006
Anneke Niemira	Senior Trust Officer, Vice PresidentSince Jun 2008	Jeffrey D. Katz, PCLaw Clerk Mar 2007 - May 2008
April Yamashita	Trust Administrative Officer
Bob Goodman	Wealth Strategist
Bonnie Woods	VP, Market Trust Leader
Brett Bluestein	Wealth StrategistSince May 2008	McNair Law FirmEstate Planning & Tax Attorney Jun 2002 - Mar 2008
Bryan Diers	Managing Director
Bryan Hatfield	Senior Vice President
Bryn Cianciolo	Relationship AssociateSince Jul 2005
Carlos Alarcon	Wealth Strategies AnalystSince Mar 2013
Carol Schroeder	Senior Vice President
Carolyn Finer	Senior Portfolio Manager
Charles Miller	Senior Vice President / Private Client Advisor
Cheryl Quast	Senior Vice President, Tax Accountant IIISince Nov 2001
Cheryl Vanek	Vice PresidentSince 1998
Chris Sharpe	Vice PresidentSince Feb 2011	First Trust BankVice President 2003 - 2011
Chrisina Kennedy	Assistant Vice President
Christina Casini	Trust Administrative Officer II, AssociateSince May 2012	Brown Brothers HarrimanTrust Administrator / Junior Trust Officer Aug 2008 - Apr 2012
Christina Williams	Trust Administrative Officer IISince Jul 2010	Northern Trust CompanyPersonal Trust Associate Jul 2008 - Jul 2010
Christine Colaco	Marketing CoordinatorSince Jul 2011	Lifestylist AdvisoryService Delivery Manager/Office Manager Sep 2009 - Jul 2011
Cindy Perry	Vice President
Dan Cole	Portfolio Manager
Daniel Chang	Assistant Vice President & Portfolio Manager AssociateSince Feb 2008
Daniel Hoffe	Senior Vice President
David Johnson	Managing Director and Wealth StrategistSince 2001	Gallop Johnson & NeumanOf Counsel Jul 2000 - Dec 2001
David Kushnir	Senior Vice PresidentSince 2005	Katten Muchin Rosenman LLPAssociate 1997 - 2005
David Shephed	Portfolio Manager Portfolio ManagerSince 2005	U.S. Trust, Bank of America Private Wealth ManagementPortfolio Manager Since 2005
Denise Kazmier	Vice President, Media RelationsSince Nov 2006	U.S. TrustVice President, Public Relations Dec 2004 - Nov 2007
Denise Sperduto	VP Fixed Income Trader
Derek Fletcher	Managing Director, Wealth StrategistSince Jun 2010	Winstead PCShareholder Sep 1999 - May 2010
Diane Morris	Trust Officer
Dominika Kielbasinska	Trust Administrative OfficerSince Nov 2006	Residential Title ServicesParalegal May 2003 - May 2006
Donna Mcgoey	Assistant Vice President
Doreen Moriarity	AVP, Trust Associate
Edward Spofford	VP	U.S. Trust Bank of AmericaVice President Since 2006
Eric Rasmussen	Vice President and Trust OfficerSince 2006	LaTanzi Spaulding and LandrethAttorney Sep 1980 - Jul 2006
Erica Webber	Vice President/Trust Officer
Estelle Burg	Vice President
Evan Eldridge	Service OfficerSince Jan 2007 Service Officer
Geri Fisher	AVP, CSSOSince Sep 2004
Glenn Caldwell	Vice President
Gwynne Gigon	Vice President
Irene Schilling	Assistant to Market ExecutiveSince May 2009	Highwoods Properties, IncExecutive Assistant/HR Coordinator Mar 2000 - Mar 2009
J. Timothy Nolte	Senior Vice President
Jack Soliman	Financial OfficerSince Jan 2004	United States Trust co., N.A.Division Assistant Jan 2000 - Dec 2003
James Haley	Private Client Manager
Jamie Camhi	Senior Vice President, Private Client ManagerSince Aug 2002	JP Morgan Private BankAnalyst Jul 2000 - Aug 2002
Jay Malick	Managing DirectorSince 2006 SVP
Jerry Block	Senior VP, Private Client AdvisorSince Jun 2012	BNY Mellon Wealth Management ServicesVice President/Sales Director Jul 2008 - Jun 2012
Jerry Stonehouse	Vice PresidentSince Jul 2009
Jessica Koppel	Client Sales & Service OfficerSince Aug 2007
Jessica Timko	Custody AdministratorSince Nov 2013	Bank of America Merrill LynchGWIM Senior Operations Representative - Ownership Transition Team Apr 2012 - Nov 2013
Jill Creager	SVP & Private Client Advisor
Jillian Stokes Dart	Market Trust DirectorSince Feb 1997	Sonneborn Law Offices (Sole Proprietorship)Associate Apr 1995 - Jun 1996
Jim Reulbach	Managing Director, Fiduciary SolutionsSince Sep 2008	Bank of AmericaSenior Vice President Apr 2004 - Sep 2008
Joe Calderazzo	Portfolio Manager
John Burns	Senior Vice President
John Gatzlaff	Senior Vice President
John Lowry	Vice President
Johnathan Hirsh	Senior Vice PresidentSince Nov 2006	Hyde Park AngelsActive Member Since Apr 2010
Jonathan Marshburn	Credit AnalystSince Jul 2013	McColl Partners Investment BankAnalyst Dec 2011 - Feb 2012
Joseph Rutigliano	AnalystSince Aug 2011	Fortis InternationalIntern Jun 2010 - Aug 2010
Judith Kotkin	Vice President
Keith Mussenden	AVP; CONSULTANTSince 2000	Bank of AmericaAVP; Consultant Since 1988
Kim Donahue	VP Trust Officer II
Kiyera Canizares	Trust Administrative Officer ISince Oct 2007	US Trust CompanyClient Relationship Associate/Portfolio Manager Assistant May 2001 - Oct 2007
Kristin Macmannis	Regional Events Manager
Larry Kaplow	Managing Director/Private Client AdvisorSince Oct 2000
Lee Shelton	Senior Vice President/Private Business GroupSince 1997
Leighton Cameron	Portfolio Manager AssociateSince Jun 2008	Delta Air LinesFinancial Analyst, Airport Customer Service Finance Jan 2007 - Jun 2008
Leslie Boland	Senior Vice President
Leslie Day	Strategic Marketing Executive
Lillian Padilla	Administrative Assistant IISince Nov 2011	PBMS@ Bank of America Merrill LynchExecutive Administrative Assistant May 2005 - Nov 2011
Linda Erdos	Assistant Vice PresidentSince Apr 2005
Lisa Mcgowan	Managing Director
M. Julie Gustafson	Vice President & Client Manager
Marcus Malonson	Senior Vice President
Martha Heinzmann	Vice President
Mary Daycare	Private Client Manager, VP
Megan Watkins	SVP, Philanthropic SpecialistSince Jan 2011	Bank of America Merrill LynchVP, Senior Foundation Advisor Mar 2008 - Dec 2010
Melvin Foster	Officer, Administrative SupportSince Nov 2006	Merrill LynchSpecialist, America Origination Apr 2006 - Aug 2006
Michael Cantu	Vice President, Portfolio ManagerSince Jun 2006	Renaissance FinancialInvestment Advisor Mar 2005 - May 2006
Michael Earle	Private Bank Relationship Officer
Michael Lavner	Vice PresidentSince Aug 2011	Weitz & LuxenbergAttorney Aug 2009 - Aug 2011
Michael Mcdonough	Senior Vice President & Market Trust DirectorSince May 2009	Bank of AmericaVice President & Compliance Manager Jul 2002 - Mar 2009
Michael Pisano	Vice President - Family OfficeSince 2006	J.P. MORGAN CHASEAssistant Vice President, Assistant Team Leader - Private Banking 2000 - 2006
Michael Pond	Senior Trust OfficerSince 2001
Michael Schiff	Senior Vice President/Private Client Advisor
Michael Shtofman	Senior Vice President	USTrust, Bank of America Private Wealth ManagementSenior Vice President Since 1998
Michaela Smith	Portfolio AnalystSince Oct 2011	U.S. TrustClient Sales & Service Officer Oct 2009 - Oct 2011
Michele Greenwald	SVP, Private Client ManagerSince Aug 2009	Bank of AmericaSVP, Client Manager, Premier Banking & Investments Dec 2001 - Aug 2009
Michelle Lavictoire	Senior Vice President, Structured Credit SpecialistSince Mar 2011	Arbor Commercial MortgageDeputy Chief Underwriter Dec 2007 - Mar 2011
Mike Santo	Vice President, Portfolio ManagerSince Sep 2007
Nancy Kistner	Managing Director, Wealth Planning Solutions Market DirectorSince Jan 2008 Managing Director, Wealth Planning Solutions Market DirectorSince 2008	Citi Private BankDirector & Head of Financial Planning Oct 1999 - Oct 2007
Nancy Steelman	Vice President
Nelson Cooney	Private Client ManagerSince Apr 2004	Banc of America Securities Prime BrokerageAccount Executive Apr 2000 - Apr 2004
Nikki Brown	OfficerSince Jun 2007 Product Service SpecialistSince Jun 2007	Quorum Federal Credit UnionMember Services Consultant Nov 2005 - Jun 2007
Patricia Mendrik	Administrative Assistant
Penelope Blair	Senior Vice President
Peter Dirksen	SVPSince Feb 2002	Waller Lansden Dortch and DavisAttorney Oct 1996 - Jan 2002
Peter Smallcomb	Fiduciary Tax Accountant, Assistant Vice PresidentSince Sep 2008	March-AprilTax Assistant (seasonal) Jun 2008 - Aug 2008
Phil Klevorn	Private client Manager
Portia Wells	Vice President and Trust Advisor
Rachel Bearbower	Marketing SpecialistSince Jan 2011	Bank of AmericaCommunications and Executive Engagement Specialist Sep 2008 - Dec 2010
Rita Rowan	Trust Administrative OfficerSince Mar 2008
Rob Sumser	VP
Robert Connolly	Senior Vice PresidentSince 1991
Robert Garty	Managing Director
Robert Vaccaro	VPSince Sep 2004
Rod Riggins	SVPSince 1989
Rosemary O'connell	Executive AssistantSince 2004	Ocean Spray CranberriesNew Products/Marketing Depts. 2000 - 2004
Russell Boodoo	Assistant Vice President	Bank of AmericaAssistant vice President Since 2007
Ryan Darmofal	Equity AnalystSince Nov 2013 Portfolio Manager, AVPSince May 2011	UBS Financial Services, IncRegistered Investment Associate Jul 2007 - May 2011
Sandra Moesing	Private Banking SpecialistSince Jan 2006
Sandra Price	Business Support ManagerSince 2006	Bank of AmericaBusiness Support Manager Since Sep 2000
Sarah Klene	Client Sales and Service Officer, AVP
Scott Manville	Managing DirectorSince Jul 2007
Scott Searcy	Associate Portfolio ManagerSince Sep 2010	First Southeast Investor ServicesInvestment Consultant Apr 2008 - Sep 2010
Shamaine Nials	Client Service OfficerSince 2007	Bank of America, Global Wealth ManagementPortfolio Administrator 2005 - 2007
Shawn Lancelot	Senior Vice President
Shea Gordon	Private Client Advisor
Stas Bunevitskiy	VPSince Sep 2005	Banc Of America SecuritiesVP Jan 2005 - Sep 2005
Tameko Shung	Trust Administrative Officer ISince Nov 2008	GAAYAW - Youth Mentoring ProgramProgram Manager Since Jan 2007
Tim Foli	Portfolio AnalystSince Apr 2010	Boys and Girls Clubvolunteer and The Stock Market Game instructor Since 2010
Tim Foli, Cmt	Portfolio Manager, Assistant Vice PresidentSince Aug 2012 Portfolio AnalystApr 2010 - Aug 2012	Raymond James - Fleishel Financial AssociatesFinancial Analyst Jul 2008 - Apr 2010
Tony Kozaili	Tax Accountant/ ContractorSince Feb 2012	James P. Greene & AssociatesEnrolled Agent/Tax Consultant Feb 2010 - Jan 2012
Victor Santiago	Trust Officer
William Nazar De Jaucourt	Performance AnalystSince 2007

Former Employees

	Position at US Trust Bank of America Private Wealth Management	Next job position
Carrie Seligman	Wealth StrategistSince 2005	US TrustSr. VP Since 2006
Dawn Farrar	Portfolio Management Assistant1997 - 2000
Gordie Jamieson	SVP/Private Client Manager - retired 12/2011Jun 1997 - Dec 2011
John Knox	Managing DirectorSince 2001	U.S. TrustManaging Director
Maria Rice	AVP, Trust Administrative Officer IIAug 2009 - Oct 2012 Trust AssociateJul 2008 - Aug 2009
Thomas Firth	Senior Vice PresidentSince 1976	Bank of AmericaSVP