Background
Donaldson, James Neill was born on March 25, 1940 in Washington County, Pennsylvania, United States. Son of James Reed and Mary Alice (Neill) Donaldson.
Donaldson, James Neill was born on March 25, 1940 in Washington County, Pennsylvania, United States. Son of James Reed and Mary Alice (Neill) Donaldson.
Bachelor in Political Science, Westminster College, 1962. Master of Education, University Pittsburgh, 1965. Postgraduate in law, University Pittsburgh, 1964.
Trust administrator Bankers Trust Company, New York City, 1967-1970, assistant trust officer, 1970-1973, trust officer White Plains, 1973-1976, officer-in-charge Trust Administrative Unit, 1976, vice president, 1976-1978, head trust office, 1978-1982, with Trust Administration Unit, 1982-1983. Head new business development, trust and estates group Chemical Bank, New York City, 1983-1988, head trust and estates administration management, 1989-1990. Section head manager trust and estates administration Chase Manhattan Bank, 1990-2001, personal trust sales Global Trust and Fiduciary Unit, 1996-2000.
Wealth transfer and succession planning J.P. Morgan Chase & Company, 2001. Senior vice president regional manager wealth management TD Banknorth (formerly Hudson United Bank), 2002—2006, senior vice president, senior wealth advisor wealth management group, 2006—2008. Vice president relationship & portfolio manager Trust Company Connecticut, since 2008.
Chase representative to Corporation Fiduciaries Association of New York City. Editorial mini-advisory board Trusts & Estates Magazine, 1997-2002. Lecturer Bank Marketing Association Conference, 1995, 99.
Member Estate Planning Council Westchester County (New York ), since 1975, member Lower Fairfield County, since 2008. Member Connecticut Tax & Estate Planning Council, since 2008. Board directors, 1980-1985, since 2007, treasurer 1986-1987, vice president, 1988-1989, president 1989.
Member Estate Planning Council Rockland County (New York ), 1973-1994, president, 1984-1985. Member Estate Planning Council New York City, since 1983, board directors, 1988-1991, 97-2000, secretary, 2001-2002, treasurer, 2002-2003, vice president, 2003-2004, president, 2004-2006, estate administration Trust Division, New York State Bankers Association, 1975, 90, 93, 96, member estate planning committee, 1980-1983, member marketing committee, 1984-2001, chairman 1989-1994.
Member Estate Planning Council Westchester County (New York), 1975, board director, 1980-1985, treasurer 1986-1987, vice president, 1988-1989, president 1989. Member Estate Planning Council Rockland County (New York), 1973, president, 1984-1985. Member Estate Planning Council New York City, 1983, board directors, 1988-1991, 97.
Member Planned Giving Council U. Pittsburgh.
Member planned giving committee New York chapter Arthritis Foundation. Member Phi Kappa Tau.
Married Wilma Crankshaw Donaldson, August 5, 1967.