LINDA A.

MAHON
703 Croton Lake Road
Bedford Corners, New York 10549
(914) 242-8779 (Residence)
(914) 522-9298 (Cellular)
PROFESSIONAL EXPERIENCE
COMERICA BANK & TRUST, N.A.
ADMINISTRATOR - TRUST WEALTH ADVISORY 2009-Present
* Daily client facing interaction with High Net Worth Trust Advisory
Clients, responding to client inquiries and requests
* Attend all client meetings and prepare account opening and closing
documentation and related due diligence
* Responsible for preparation of client presentations and
documentation for client meetings
* Responsible for coordination of the web access for new clients
* Coordinate pipeline information with sales professionals
* Knowledge of financial products, trust advisory and operational
issues and knowledge of security standards and regulations
*
US TRUST COMPANY/BANK OF AMERICA, NEW YORK, NEW YORK
VICE PRESIDENT, ASSOCIATE RELATIONSHIP MANAGER 2007-2008
* Responsible for maintaining on-going relationships with existing
Private Wealth Management clients and developing relationships
with prospective Private Wealth clients
* Responsible for preparing all client meeting materials, attend all
client and prospect meetings and account opening documentation
* Responsible for the coordination of the KYC process for new
clients
* Responsible for client loan documentation and due diligence and
increases of line of credit
* Responsible for all regulatory due diligence and documentation for
prospective clients
* Coordinate all gift donations and coordinated with the
philanthropic department on related issues
* Responsible for coordinating pipeline information and cross
selling strategies
Private Wealth Management of Deutsche Bank- Legg Mason Investment
Counsel, New York, N.Y.
Senior Portfolio ASSISTANT 2001-2006
* Maintained accountability for implementation of investment
decisions, portfolio asset allocation and investment guidelines
for High Net Worth Individuals and Families with account
portfolios valued at $5MM to $50MM
* Maintained daily client facing responsibilities, attended all
client meetings and prepared all related client presentation
materials
 * Prepare all account opening and closing paperwork
* Prepare all KYC documentation and coordinate with outside
custodians with the preparation of KYC documentation
* Coordinate all mortgage loan documentation and due diligence
* Coordination delivery or assets and asset reconciliation, initiate
wires, checks, cash deposits, and stop payments
* Coordinated all gift donations, researched charities for anonymous
donors and initiated transactions with Donor Advised Fund
* Responsible for ad-hoc research projects and audit inquiry issues
Citigroup Inc., New York, New York
Vice President 1997-2001
* Prepared all Board related materials and coordinated Investment
company Act compliance matters for Citibank/SSB family of mutual
funds
* Prepared all investment Investment Management Act and Investment
Advisory filings for Citi/SSB family of mutual funds
* Served as liaison to the Board of Directors of Citibank/SSB Family
of Mutual Fund Directors/Trustees

Bankers Trust Company, New York, New York

Vice President 1995 - 1996
Responsible for Bank global surveillance of institutional, proprietary
and personal trading:
* Responsible for employee securities activities and employee
personal trading activities for the Bank Trust Company
* Coordinated with technologists to develop global surveillance
compliance applications
BISYS/CONCORD HOLDING CORPORATION, New York, New York
Vice President 1994 - 1995
* Responsible for all administrative client servicing and Investment
Company matters for 11 Bank client mutual fund complexes
* Responsible for preparation of all Board presentation material and
attended all Client Mutual Fund Board Meetings
* Responsible for all preparation of all new client paperwork,
related documentation and due diligence
* Prepared Due Diligence Analysis of targeted Takeover Investment
Companies for major bank clients
J. & W. Seligman & Co. Incorporated, New York, New YOrk
Corporate Secretary 1991-1994
* Served as Corporate Secretary of J.& W. Seligman Holding Co. and J
& W Seligman Mutual Fund Complex
* Responsible for coordinating all Corporate Secretarial matters for
J & W Seligman, attending all Firm Holding Company and Mutual Fund
Company Board Meetings
* Coordinated all proxy solicitation matters and shareholder and
board meetings materials
* Responsible for Investment Company Act and Investment Advisory
regulatory filings
Paribas Asset Management, Inc., New York, New York
Vice President 1989-1991
Officer responsible for the management of Administration and Client
Servicing of Paribas' NY based Asset Management:
* Responsible for all client servicing, administrative and custodial
matters for Private Wealth Management and Institutional Clients
* Coordinated all client presentation materials and RFPs and
coordinated institutional client proposals through third party
consultants
* Responsible for all foreign currency transactions and Swap
agreements
* Responsible for all trading and custodial reconciliation matters
EDUCATION AND SKILLS
Columbia University-ECONOMICS AND BUSINESS COURSES
William & Mary- B.S., Economics and Biology

MeMBER OF THE CFA PROGRAM

CHARITIES:
* BOARD MEMBER-BOYS & GIRLS CLUB of N. WESTCHESTER-Co-Chairman of
Annual Fundraiser, 2008 -2009-2010
* BOARD MEMBER & CO-PRESIDENT-MT. KISCO, NY CHILD CARE
CENTER-Co-Chair, Annual Fundraiser, 2008 & 2010
* JOHN JAY HOMESTEAD, Bedford, New York-CHAIR OF 2009 HOUSE TOUR
Experienced in: word, excel and Portfolio Trading Systems (PIMS,
Sunguard and exposure to global Plus)
Interests: Tennis, running, ART AND MUSIC And Charities