LINDA A. MAHON

*** ****** **** ****

BEDFORD CORNERS, NEW YORK 10549

914-***-**** (CELLULAR)

SUMMARY OF QUALIFICATIONS

Experienced Corporate Officer with Broad Background in Relationship

Management, Client-Servicing-Development, Investments, Trust Advisory,

Private Banking and Compliance-Operational Functions for Private Wealth

Management and Asset Management Firms with skill sets necessary to render

holistic and customized approach to client development and servicing:

. Broad exposure to Relationship Management and Client Servicing-

Development matters, Investment, Trust Advisory, Private

Banking, Custodial and Compliance matters for High Net Worth

Individuals

. Proactive, results oriented client manager, multitasking, strong

attention to detail,the ability to develop and maintain High

Net Worth relationships

. Member of the CFA Program with strong quantitative and writing

skills and continued interest to add to knowledge base

. Charities: Board Member and Co-Chair of Annual Fundraising

Gala of the Boys and Girls Club of Northern Westchester, Board

Member and Co-Fundraising Chairman of Local Child Care Center

and Chairman of the 2009 John Jay Homestead House Tour, Bedford,

NY

. Potential to Develop Future Clients Relationships through

Professional and Personal Relationships

PROFESSIONAL EXPERIENCE

COMERICA BANK & TRUST, N.A.

ADMINISTRATOR - TRUST WEALTH ADVISORY

2009-

Present

. Knowledge of trust advisory & financial products, operational

issues and working knowledge of fiduciary standards and

regulations required for administrating Trust Advisory Accounts

. Exposure to Agencies and Revocable Trusts, Irrevocable Trusts

(including CRUTs, CLATs, NIMCRUTs, Charitable Lead Trust,

Charitable Remainder Trusts and GRATs), Credit Shelter Trusts

and Marital Deduction Trusts

. Strong client facing interaction with High Net Worth Trust

Advisory Clients, responsible for client inquiries and requests

. Attend client meetings and responsible for daily account

administration, account openings and closings and related

considerations

. Interaction with Portfolio Managers and Advisors through the

Trust Alliance Partnership on client related investment and

Trust matters

US TRUST COMPANY/BANK OF AMERICA, NEW YORK, NEW YORK

VICE PRESIDENT, ASSOCIATE RELATIONSHIP MANAGER

2007-2008

Experienced Officer in Relationship Management, Client Servicing-

Development, Investments, Trust Advisory and Private Banking Issues in

Private Wealth Management area:

. Experienced Officer responsible for developing relationships

with prospective clients, maintaining and cultivating existing

clients and deepening relationships with external professional

referral sources in Private Wealth Management and Trust Advisory

areas

. Responsible for cross selling an array of asset management and

investment products, private banking, trust advisory planning

and custody to High Net Worth Individuals and Families, valued

at $5MM to $50MM

. Responsible for all client loans, increases in lines of credit

and related documentation and due diligence

. Responsible for collaborating with Wealth Strategists,

Investment, Family Office and Trust Advisory Professionals to

maintain existing clients and to identify and develop new

Private Wealth Management and Trust Advisory clients

. Developed largest number of pipeline referrals of new

relationship managers in 2007

. Coordinated third party custodian relationships

Private Wealth Management-Deutsche Bank/Legg Mason Investment

Counsel, New York, N.Y.

Senior Portfolio Associate

2001-2006

Experienced in Client Development-Servicing, Portfolio Management and Trust

Advisory Issues in Private Wealth Management

. Maintained accountability for implementation of investment

decisions, portfolio asset allocation and investment guidelines

for High Net Worth Individuals and Families with 150 account

portfolios valued at $5MM to $50MM per portfolio

. Maintained high level of daily client facing responsibilities,

attended all client meetings and prepared related client

presentation materials

. Maintained accountability for client servicing, account

administration and deepening relationships with external legal &

other resources

. Coordinated with Trust Advisory Group, Family Office and

Alternative Investment Group on related matters

. Coordinated all gift donations and coordinated with the

Philanthropic Department on related issues

. Responsible for developing largest number of Donor Advised Fund

Clients in 2005

. Hedge Fund Liaison for Subgroup of Deutsche Bank Private Wealth

Management

Citigroup Inc., New York, New York

Vice President

1997-2001

. Managed overall responsibility for the Administration and

Regulatory issues for the Proprietary Mutual Fund Complex and

Investment Advisory Cos. Of the Citi/Solomon/Smith Barney Mutual

Fund Complex, reporting directing to the Chairman

. Served as liaison to the Board of Directors to 17

Citi/Solomon/Smith Barney Mutual Fund companies

Bankers Trust Company, New York, New York

Vice President

1995 - 1996

Officer responsible for Bank-Wide Department overseeing global surveillance

of institutional, proprietary and personal trading:

. Developed Bank wide global compliance surveillance applications

to monitor over 13,000 employees and all institutional

proprietary trading

. Supervised Department responsible for employee securities

activity and personal trading activities for the Bank Trust

Company Worldwide

BISYS/CONCORD HOLDING CORPORATION, New York, New York

Vice President

1994 - 1995

Officer of the Nation's Largest Mutual Fund Administration and

Distribution Firm, managed Department responsible for client servicing and

relationship matters of Board of Directors and Investment Company Act

Issues for major bank mutual fund complexes:

. Managed overall responsibility for the Administration,

cultivating of existing clients, developing relationships with

prospective clients through third party consultants (McKinsey,

Price Waterhouse Coopers and Deloitte & Touche) and developing

relationships with external professional referral sources in

Mutual Fund and Asset Management areas

. Served as the Corporate Officer representing the Firm at Client

Mutual Fund Board Meetings, with heavy interaction with Outside

Counsels

. Liaised with Senior Management of Third Party Bank Clients.

Internal CFO, Outside Counsels and Accounting firms on related

matters

J. & W. Seligman & Co. Incorporated, New York, New YOrk

Corporate Secretary

1991-1994

Corporate Secretary of an $11 billion Asset Management firm, overseeing

Corporate Secretary's Department:

. Managed overall responsibility for Corporate Secretarial matters

for J.& W. Seligman Holding Co. and Seligman Mutual Fund

Complex

. Organized and attended Board and Committee Meetings for 17

Mutual Fund Cos., J & W Seligman Holding Co and Intl Joint

Ventures

. Organized Annual Meetings of Shareholders and coordinated proxy

solicitation process, achieving 100% fund vote for multiclass

structure

. Liaise with internal CFO, Outside Counsel and external

Accounting Firm on legal and financial fillings and other

matters

Paribas Asset Management, Inc., New York, New York

Vice President

1989-1991

Senior Officer responsible for client development, servicing and

administration of the New York of Paribas Asset Management:

. Managed overall responsibility for Client Development-Servicing

and Administration of Paribas Asset Management-NY for Private

Wealth Management, Institutional and Mutual Fund Clients

. Managed overall responsibility for coordinating with Paribas-

London and Paribas-Tokyo and Paribas-Paris on related

investment, client development-servicing matters

. Chaired Mutual Fund/Investment Advisory Board of Directors

Meetings for all Paribas-NY corporate entities

EDUCATION AND SKILLS

Columbia University-ECONOMICS AND BUSINESS COURSES

William & Mary- B.S., Economics and Biology

MEMBER OF CFA PROGRAM

CANNON TRUST SCHOOL, AUGUST 2010

CHARITIES:

. BOARD MEMBER-BOYS & GIRLS CLUB of N. WESTCHESTER-Co-Chairman of

Annual Fundraiser, 200*-****-****

. BOARD MEMBER & CO-PRESIDENT-MT. KISCO, NY CHILD CARE CENTER-Co-

Chair, Annual Fundraiser, 2008 & 2010

. JOHN JAY HOMESTEAD, Bedford, New York-Chairman of 2009 House

Tour

. ACGT-Cancer Research Organization, Greenwich, Connecticut

. Yale Art Gallery-Patron

Experienced in: word, excel, Lotus Notes, portfolio trading, And

administrative systems (Siebel and Sungard)

Interests: Tennis, running, ART, MUSIC, Historical Preservation and

Charities

Languages: Strong working knowledge of Spanish

Contact this candidate