Donald M. Ullmann
Directeur/Membre du Conseil chez Fieldpoint Private Bank & Trust
Profil
Donald M.
Ullmann currently works at Fieldpoint Private Bank & Trust, as Director from 2016 and Fieldpoint Private Holdings, Inc., as Director.
Mr. Ullmann also formerly worked at Family Service League, Inc., as Chairman & President, Merrill Lynch, Pierce, Fenner & Smith, Inc., as Managing Director in 2001, Gleacher & Co. Securities, Inc., as Executive Managing Director from 2012 to 2013, Keefe, Bruyette & Woods, Inc., as Executive Vice President & Head of Trading in 2012, Louis Dreyfus LLC, as Principal, and Salomon Brothers, as Vice President in 1987.
Mr. Ullmann received his undergraduate degree in 1979 from Brown University and Masters Business Admin degree in 1982 from Northwestern University.
Postes actifs de Donald M. Ullmann
| Sociétés | Poste | Début |
|---|---|---|
Fieldpoint Private Bank & Trust
 Fieldpoint Private Bank & Trust Regional BanksFinance Fieldpoint Private Bank & Trust provides wealth advisory and private banking services. Its services include wealth planning, investment advisory, personal banking and lending, commercial lending, business cash management, and wealth and succession planning. The company was founded in April 2008 and is headquartered in Greenwich, CT. | Directeur/Membre du Conseil | 01/01/2016 |
Fieldpoint Private Holdings, Inc.
 Fieldpoint Private Holdings, Inc. Regional BanksFinance Fieldpoint Private Holdings, Inc. operates as a bank holding company whose subsidiaries provide banking services. The company is based in Greenwich, CT and has subsidiaries in the United States. The CEO of the company is Russell H. Holland. | Directeur/Membre du Conseil | - |
Anciens postes connus de Donald M. Ullmann
| Sociétés | Poste | Fin |
|---|---|---|
Gleacher & Co. Securities, Inc.
 Gleacher & Co. Securities, Inc. Investment Banks/BrokersFinance Gleacher & Co. Securities, Inc. is an investment banking, capital markets and brokerage firm located in New York City. They are a subsidiary of Gleacher & Co., Inc. (NasdaqGM: GLCH). The firm was formerly known as Broadpoint Capital and was formed in 2010 as the result of the merger of merger of Broadpoint.Amtech Equity Capital Markets and Broadpoint.Gleacher Securities. Gleacher & Co. Securities provides corporate and public finance services and trading of corporate, government and municipal securities for institutional investors. The firm has three divisions: Municipal Capital Markets, Taxable Fixed-Income and Equity Capital Markets. The Municipal Capital Markets division underwrites and trades municipal securities in new issue and secondary markets. The Taxable Fixed-Income division is a broker/dealer that focuses on fixed-income securities with limited liquidity. The Equity Capital Markets division is a sector-focused investment banking group that provides research, trading, capital raising and advisory services to institutional and corporate clients. Gleacher & Co. Securities provides research on hundreds of equity, fixed-income and mortgage/asset backed securities. The firm offers research and execution services on thousands of securities across a full spectrum of industry sectors and asset classes. | Analyst-Fixed Income | 01/04/2013 |
Keefe, Bruyette & Woods, Inc.
 Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Trading-Fixed Income | 30/04/2012 |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
 Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | Ventes Institutionnelles | 31/12/2001 |
| Salomon Brothers | Corporate Officer/Principal | 31/12/1987 |
Louis Dreyfus LLC
 Louis Dreyfus LLC Miscellaneous Commercial ServicesCommercial Services Louis Dreyfus LLC provides marketing and financial services. It handles the group's grains and oilseeds exports in the U.S. and Canada. The unit also oversees grain activities in Australia and Mexico handles sales for the U.S. and Canadian coffee (Arabica) markets and offers various risk management products and services for agribusiness customers through its Agricultural Financial Risk Management Group. The company is located in Wilton, CT. | Corporate Officer/Principal | - |
Formation de Donald M. Ullmann
| Brown University | Undergraduate Degree |
| Northwestern University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Family Service League, Inc.
 Family Service League, Inc. Services to the Health IndustryHealth Services Family Service League, Inc. provides social services. Its services include addiction services, children and youth programs, children with autism, early childhood, family mental health and counseling, family support, housing and homeless services, integrated health care, senior services, technology and employment, trauma and crisis counseling and veterans assistance. The company was founded in 1926 and is headquartered in Huntington, NY. | Health Services |
| Salomon Brothers | Finance |
Keefe, Bruyette & Woods, Inc.
Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Finance |
Gleacher & Co. Securities, Inc.
Gleacher & Co. Securities, Inc. Investment Banks/BrokersFinance Gleacher & Co. Securities, Inc. is an investment banking, capital markets and brokerage firm located in New York City. They are a subsidiary of Gleacher & Co., Inc. (NasdaqGM: GLCH). The firm was formerly known as Broadpoint Capital and was formed in 2010 as the result of the merger of merger of Broadpoint.Amtech Equity Capital Markets and Broadpoint.Gleacher Securities. Gleacher & Co. Securities provides corporate and public finance services and trading of corporate, government and municipal securities for institutional investors. The firm has three divisions: Municipal Capital Markets, Taxable Fixed-Income and Equity Capital Markets. The Municipal Capital Markets division underwrites and trades municipal securities in new issue and secondary markets. The Taxable Fixed-Income division is a broker/dealer that focuses on fixed-income securities with limited liquidity. The Equity Capital Markets division is a sector-focused investment banking group that provides research, trading, capital raising and advisory services to institutional and corporate clients. Gleacher & Co. Securities provides research on hundreds of equity, fixed-income and mortgage/asset backed securities. The firm offers research and execution services on thousands of securities across a full spectrum of industry sectors and asset classes. | Finance |
Louis Dreyfus LLC
Louis Dreyfus LLC Miscellaneous Commercial ServicesCommercial Services Louis Dreyfus LLC provides marketing and financial services. It handles the group's grains and oilseeds exports in the U.S. and Canada. The unit also oversees grain activities in Australia and Mexico handles sales for the U.S. and Canadian coffee (Arabica) markets and offers various risk management products and services for agribusiness customers through its Agricultural Financial Risk Management Group. The company is located in Wilton, CT. | Commercial Services |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | Finance |
Fieldpoint Private Bank & Trust
Fieldpoint Private Bank & Trust Regional BanksFinance Fieldpoint Private Bank & Trust provides wealth advisory and private banking services. Its services include wealth planning, investment advisory, personal banking and lending, commercial lending, business cash management, and wealth and succession planning. The company was founded in April 2008 and is headquartered in Greenwich, CT. | Finance |
Fieldpoint Private Holdings, Inc.
Fieldpoint Private Holdings, Inc. Regional BanksFinance Fieldpoint Private Holdings, Inc. operates as a bank holding company whose subsidiaries provide banking services. The company is based in Greenwich, CT and has subsidiaries in the United States. The CEO of the company is Russell H. Holland. | Finance |
