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Management Vice President

New York, New York, 10022, United States
May 26, 2010

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*** *. **** ****** ( Apt #*E ( New York, NY 10022 (

Phone (908) *** - ****



New York, NY

Leonard N. Stern School of Business, The Langone Program

Master of Business Administration, January 2011 - 3.6 GPA

Specialization in Corporate Finance, Accounting and Marketing

( Relevant Coursework - Financial Statement Analysis,

Distressed Securities Investing, Corporate Finance, Financial

Accounting, Statistics, Financial Services Marketing, Luxury Marketing

( Extracurricular Activities - Core Group President, Graduate

Finance Association, Investment Management Society,

Stern Women in Business, Stern Legacy Committee Class of 2011


Philadelphia, PA

The Wharton School

Bachelor of Science, December 2000 - 3.3 GPA

Finance and Management Concentrations

( Relevant Coursework - Security Analysis, Real Estate Finance,

International Finance, Consumer Behavior, Management of

Entertainment and the Arts

( Extracurricular Activities - Wharton Activities Council,

Finance Club, Penn Entertainment Society,

Philadelphia Tutoring Project, Ronald McDonald House

Experience: Franklin Templeton/Fiduciary Trust Company International

New York, NY

2006 - Present Assistant Vice President - Trust Officer

( Serve as primary contact on 75 high net worth relationships

(250 accounts) with a total market value of $800 million.

Interface with clients, attorneys, accountants, investment advisors, and

other third parties

(Integral team member for the largest relationship at the bank

(Seek out cross-selling opportunities for existing clients and

identify new business prospects

(Develop and maintain relationships by listening to clients and

translating complex financial planning issues into relatable


(Participate in the development of a client's investment


(Collaborate with cross-functional teams to provide all aspects

of financial planning and bank services (Analyze information from

multiple sources, such as Financial Statements, Trust Agreements and


(Provide daily preparation of reports, supervision of staff, and

approval of transactions on accounts

(Chosen by the President/CEO of Fiduciary Trust to work with

the Executive Management Team to restructure the Trust

Advisement Department

(Identified, collected and organized pertinent data from 8

national offices with respect to work flow

processes, frameworks, models, and methodologies used by different


(Quantified data so that profitability measurements,

operational processes, and technical analysis could

be compared between offices of Fiduciary Trust. Benchmarked

competitors using available, quantifiable data

(Interviewed all Department members to collect their

suggestions and create project buy-in

(Presented Quantitative and Qualitative results of

research to the Executive Management Team (Recommended

changes to optimize business performance by streamlining

Department structure. Created new strategies

to improve efficiency of procedures and methods, and

established one set of best practices for all offices.

Projected financial savings from increased


(Advised on implementation of Department restructuring and

participated in execution of all process

modifications. Provided feedback to Executive Management Team as


2001- 2005 Bessemer Trust

New York, NY

Assistant Vice President - High Net Worth Client Account


(Part of a team that managed 60 high net worth relationships

(400 accounts) with a total market value of $600 million

(Produced detailed quarterly account and relationship reviews

(Opened and closed accounts, transferred assets both to and from

the bank - familiar with back office operations and procedures

(Reviewed daily cash reports to invest excess funds according to

account's asset allocation

(Assembled presentation materials and participated in client


(Attended seminars on topics such as Tax, Legacy Planning,

Philanthropy, Estate Administration, Compliance and Know Your

Client (KYC) requirements

Additional: (Daily use and expertise in Microsoft Excel, Word, PowerPoint

and Lotus Notes. Familiar with Access

(Employ mainframe and performance generating computer programs

to produce reports for account review and analysis

(Support Group Leader and Volunteer Advisor for the Crohn's and

Colitis Foundation of Greater NY

(Member of Wharton NYC and University of Pennsylvania New York

Alumni Associations

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