Private Banking & Trust

American Express, New York and Florida:

  • International Trust Specialist, Miami
  • International Trust Specialist, New York

Bank Julius Baer, New York:

  • Vice President – Team Leader, Client Administration

Bessemer Trust Company, Los Angeles, CA:

  • Vice President/Associate Client Account Manager

Brown Brothers Harriman, New York:

  • Vice President and Head of Asian Private Banking

Chase Manhattan Bank, New York:

  • Technical Sales Specialist – Trust and Estate Planning
  • Vice President – International Trust and Estates

Citigroup, New York and Florida:

  • Vice President and Sales Manager
  • S.E. Regional Manager – Fiduciary Services
  • Vice President and Sales Manager – N. Region Latin America

Deutsche Bank, New York:

  • Head of Trust and Estates
  • Head of Wealth Analysis

Family Office – Jackson Hole, WY:

  • President of the Trust Company

Fidelity Personal Trust Services, New York, California, Illinois and Texas:

  • Four Chief Executive Officers – Trust Company of New York, California, Illinois and Texas

Goldman Sachs & Company, New York and Delaware:

  • Chief Operating OfficerPresident of the Trust Company
  • Deputy Head of TrustPresident of the Trust Company
  • Senior Trust Officer, Delaware

Keycorp, Ohio and Washington State:

  • Regional Manager

Rockefeller Trust Company, New York:

  • President of the Trust Company
  • Trust Attorney/Client Manager

US Trust Company, New York:

  • Regional CEO
  • Head of Multi-Family Office, NY, National
  • 2 Relationship Management Teams, NY
  • Relationship Manager, Boston, MA
  • Head of Latin America, Miami, FL

TIAA / CREF, New York & National,

  • Trust Department Head
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