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Fiduciarys in New York

Fiduciarys in Albany, NY

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44 results found

Timothy O'connor Albany, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Referee • Judge • Investor • Supporting Member • Team Member • Healthcare Support

Experience & Education

Office:
The Law Offices of Timothy J. O'Connor
29 Wards Lane, Albany, NY 12204
Phone:
(518) 426-7700 (Phone), (518) 426-7770 (Fax)
Specialties:
Arbitration, Securities Brokerage Customer Claims
ISLN:
904734261
Admitted:
1985, New York, 1986, Florida and U.S. District Court, Northern District of New York
Biography:
Author: "The Use of Securities and Exchange Commission Decisions as Precedent in Arbitration...
Full Profile

William Haase Albany, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Office:
McNamee, Lochner, Titus & Williams, P.C.
677 Broadway, Albany, NY 12201
Phone:
(518) 447-3322 (Phone)
Specialties:
Trust Administration, Fiduciary Law
ISLN:
906799541
Admitted:
1966, New York
Full Profile

Thomas Witz Albany, NY

Professions & Specialties

Lawyers • Fiduciary • Trust Law Attorney • Construction

Experience & Education

Office:
Wilson Elser Moskowitz Edelman & Dicker LLP
677 Broadway, Albany, NY 12207
Phone:
(518) 449-8893 (Phone), (518) 449-8927 (Fax)
Specialties:
Appellate, Commercial & Business Litigation
ISLN:
914818654
Admitted:
1998, New York, 2001, U.S. District Court, Northern District of New York
Biography:
Tom Witz is an experienced trial and appellate lawyer who focuses his practice on complex...
Full Profile

Benjamin Neidl Albany, NY

Professions & Specialties

Arbitrator • Fiduciary • Referee • Judge • Trust Law Attorney • Lawyers • Chief Administrative Officer • Partner • Owner • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Construction • Representative • Contractor • Solutions Advisor • Bed and Breakfast Innkeeper • Guide • Advisor • Hospitality Manager • Tourism Professional • Hospitality Professional • Tour Guide • Correspondent • Reporter • Sales Person • Buyer • Equipment Tools Purchasing Agent • Sales Representative • Buyer and Seller • Department Store Salesperson • Retail Professional • Retail Salesperson • Gymnast • Acrobat • Independent Business Owners

Experience & Education

Office:
Wilson Elser Moskowitz Edelman & Dicker LLP
677 Broadway, Albany, NY 12207
Phone:
(518) 449-8893 (Phone), (518) 449-8927 (Fax)
Specialties:
Commercial & Business Litigation, Government Contracts
ISLN:
915202742
Admitted:
2001, New York, 2004, U.S. District Court, Northern, Southern and Western Districts of New York
Biography:
Ben Neidl focuses his practice on complex commercial litigation encompassing the full range of...
Full Profile

Frank Fanshawe Albany, NY

Professions & Specialties

Law Specialist • Fiduciary • Legal Counsel • Lawyers • Trust Law Attorney • Chair of Committee • Director of Quality Control • Business Development Manager • Chief Administrative Officer • Chairperson • Chief Executive • Compliance Manager • Operations Manager • Counselor • Leader • Advisor • Managers • Physician • Builder • Construction Specialist • Construction Laborer

Experience & Education

Office:
Wilson Elser Moskowitz Edelman & Dicker LLP
677 Broadway, Albany, NY 12207
Phone:
(518) 320-3646 (Phone), (518) 449-8927 (Fax)
Specialties:
Commercial Contracts & Agreements, Corporate Governance & Compliance
ISLN:
900148895
Admitted:
1991, Connecticut (inactive), 1992, New York
Biography:
Frank Fanshawe is an integral part of the Health Care Law practice in Wilson Elser's Albany, New...
Full Profile

Jeffrey Richards Albany, NY

Professions & Specialties

Criminal Defense Lawyer • Defense Attorney • Lawyers • Trust Law Attorney

Experience & Education

Address:
530 Morris St, Albany, NY 12208 - Property Information
Phone:
(518) 482-6837 (Office)
Company:
Jeffrey T Richards, Esq. P.C.
Address:
530 Morris St., Albany, NY 12208 - Property Information
Phone:
(518) 482-6837 (Office)
Specialties:
Criminal Defense - 75%(29 years, 10,000+ cases)
Tax - 25%(40 years, 29,000+ cases)
Licenses:
New York - Currently registered     1995
Full Profile

Brian Goldstein Albany, NY

Professions & Specialties

Corporate Counsel • Trust Law Attorney • Lawyers • Legal Counsel • Psychologist • Psychology Specialist • Agent • Sales Representative • Author • Lecturer • Postsecondary Teacher • Board Member • Chairperson • Chief Executive • Management Team Executive • Operations Manager

Experience & Education

Office:
Jackson Lewis P.C.
18 Corporate Woods Boulevard, Albany, NY 12211
Phone:
(518) 434-1300 (Phone)
Specialties:
Employee Benefits Counseling and Litigation, Tax Agency Controversy
ISLN:
907013257
Admitted:
1989, Massachusetts, 1990, New York
Biography:
Brian P. Goldstein is a Shareholder in the National Law Firm of Jackson Lewis P.C. His practice...
pension and profit sharing and ERISA fiduciary counseling
Full Profile

Oleg Kotov Albany, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Supporting Member • Team Member • Executive Compensation • Chief Executive

Experience & Education

Office:
Jackson Lewis P.C.
18 Corporate Woods Boulevard, Albany, NY 12211
Phone:
(518) 434-1300 (Phone)
Specialties:
Labor and Employment
ISLN:
157034108
Admitted:
2007, Illinois (inactive), 2011, New York
Biography:
Oleg Kotov is an Associate in the Albany, New York office. His practice focuses on executive...
Full Profile

Renae Salerno Albany, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Agent • Buyer • Sales Person • Sales Representative • Buyer and Seller • Owner • Chief Executive • Financial Manager • Broker Associate • Licensed Real Estate Broker • Real Estate Sales Agent • Property Manager • Real Estate Manager • Buyers Agent • Puchasing and Estimating Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Coordinator • Managers • Team Member • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Broker/Owner at Choice Connection Realty, Loss Mitigation at Schiller & Knapp, LLP, Associate...
Title:
Broker/Owner at Choice Connection Realty
Location:
Albany, New York Area
Industry:
Real Estate
Work history:
Choice Connection Realty - 84 Walworth Street, Saratoga Springs, NY 12866Broker/Ownersince Feb 2013Schiller & Knapp, LLP - LathamLoss Mitigationsince Mar 2012
Full Profile

Sandra Riccio Albany, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Counselor • Advisor • Representative • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Partner • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Advisor at Commonwealth Financial Network, CFP, AIF, at Integrated Financial Strategies LLC, owner...
Title:
Retirement Plan/Employee Benefits Consultant. I work with employers to optimize plan benefits & participant outcomes
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
Commonwealth Financial Network Advisorsince 2003Integrated Financial Strategies LLC CFP, AIF,since Jan 2000
Certifications:
Certified Financial Planner, Board of Standards, CFP
Accredited Investment Fiduciary, Fi360
Full Profile

Pam Wickes Albany, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Director • Senior Manager • Operations Manager • Construction • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director of Forensic Accounting Services at Teal, Becker & Chiaramonte, CPAs, P.C.
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
Teal, Becker & Chiaramonte, CPAs, P.C. - Albany, New York AreaDirector of Forensic Accounting Servicessince Nov 2012BST Valuation & Litigation Advisors - Albany, NYSenior ManagerSep 1997 - Oct 2012
Certifications:
Certified Fraud Examiner, Association of Certified Fraud Examiners
Certified Public Accountant, NYS Education Department
Full Profile

Kari Oesterreich Albany, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Psychologist • Supporting Member • Team Member • Customer Service • Client Service Officer • Director • Chief Administrative Officer • Operations Manager • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Psychology Specialist

Experience & Education

Position:
Trust Officer at KeyBank
Location:
Albany, New York Area
Industry:
Banking
Work history:
KeyBank - Albany, New York AreaTrust Officersince Jun 2013KeyBank - Albany, New York AreaTrust Associate IIIDec 2009 - Jun 2013
Certifications:
Certified Trust & Financial Advisor
Full Profile

David Gibson Albany, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Founder • Chairperson • Founding Member • Chief Executive • Leader • Managers • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Operations Manager • Management Team Executive • Advisor • Master of Science • Bachelor of Science

Experience & Education

Position:
Chief Growth Officer at XOS / Danaher
Title:
Chief Growth Officer at XOS
Location:
Albany, New York Area
Industry:
Machinery
Work history:
XOS / Danaher - East Greenbush, NYChief Growth Officersince Jan 2013XOS - Albany, NY areaFounder and President1990 - 2012
Skills:
Strategic Planning, Sales Management, Product Development, Marketing Strategy, Manufacturing,...
Full Profile

Jeff Bennett Albany, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Partner • Chief Executive • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Partner / ERISA Fiduciary Consultant at Berman Hopkins Retirement Solutions, LLC, Partner / ERISA...
Title:
Partner - Direct Retirement Solutions & Berman Hopkins Retirement Solutions
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
Berman Hopkins Retirement Solutions, LLC - Melbourne, FlPartner / ERISA Fiduciary Consultantsince Apr 2012Direct Retirement Solutions - Albany, New York AreaPartner / ERISA Fiduciary Consultantsince Jan 2001
Full Profile

Ray Paradise Albany, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Manager • Information Technology Director • Director • Operations Manager • IT Manager • Information Technology Specialist • IT Specialist • Secretary

Experience & Education

Position:
IT Manager at NYS Office of Information Technology Services, Board of Director Member at Memory's...
Title:
IT Application Shared Services Manager at NYS Office of Information Technology Services
Location:
Albany, New York Area
Industry:
Information Technology and Services
Work history:
NYS Office of Information Technology Services - Albany, New York AreaIT Managersince Nov 2012Memory's Garden, Inc. Board of Director Membersince Feb 2009
Full Profile

Margaret Elvin Albany, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Financial Analyst • Government Administration Professional • Community Service Manager • Independent Business Owners • Account Manager • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Financial Analyst at NYSERDA
Location:
Albany, New York Area
Industry:
Government Administration
Work history:
NYSERDA Financial Analystsince Sep 2005Independent contractor - Albany, New York AreaAccountant and Estate Administrator1991 - 2004
Certifications:
Certified Pubic Accountant
Full Profile

Renee Albaugh Albany, NY

Professions & Specialties

Criminal Defense Lawyer • Fiduciary • Law Specialist • Associate Attorney • Defense Attorney • Lawyers • Trust Law Attorney • Chairperson • Chief Administrative Officer • Chief Executive • Master of Science • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Contractor • Independent Business Owners

Experience & Education

Position:
President at Law Office of Renee J Albaugh PC
Title:
President at Law Office of Renee J. Albaugh, PC
Location:
Albany, New York Area
Industry:
Law Practice
Work history:
Law Office of Renee J Albaugh PC - Delhi, New YorkPresidentsince Jun 2012Law Office of Joseph A. Ermeti - Sidney, New YorkAssociate AttorneyJan 2011 - Jun 2012
Languages:
English, German
Full Profile

Jeffrey Pohl Albany, NY

Professions & Specialties

Of Counsel • General Counsel • Fiduciary • Jurist • Legal Counsel • Trust Law Attorney • Lawyers • Law Specialist • Senator • Government Administration Professional • Legislator • Construction • Team Member • Controller • Community Service Manager

Experience & Education

Position:
Of Counsel at Squire Sanders
Location:
Albany, New York Area
Industry:
Legal Services
Work history:
Squire Sanders - Albany./ New YorkOf Counselsince Jun 2012Dormitory Authority State of NY General CounselNov 1996 - Dec 2011
Full Profile

Virginia Kunkel Albany, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Accounting Bookkeeper • Bookkeeper • Director • Operations Manager • Chief Executive • Financial Officer • Financial Manager

Experience & Education

Title:
Accounting Professional
Location:
Albany, New York Area
Work history:
PricewaterhouseCoopers Director- TaxDec 1981 - Mar 2010Coopers & Lybrand Director - Tax (former)1981 - 2010
Full Profile

Laurie Mcpadden Albany, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Director • Operations Manager • Information Technology Specialist • IT Specialist • Secretary • Non-Profit

Experience & Education

Position:
Redesign Project Director at NYS Retirement System
Location:
Albany, New York Area
Industry:
Information Technology and Services
Work history:
NYS Retirement System Redesign Project Directorsince Jun 2009PRISM SecretaryApr 2006 - Apr 2012
Full Profile

Chris Lowe Albany, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Jeweler • Claim Processor • Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician

Experience & Education

Position:
Custom Jeweler at Mayfair Jewelers
Title:
Custom Jeweler at Schenectady Mayfair Jewelers
Location:
Albany, New York Area
Industry:
Retail
Work history:
Mayfair Jewelers Custom Jewelersince Mar 2007State Farm Insurance Auto Claims ProcessorMay 1998 - Dec 1999
Full Profile

Andrew Heffernan Albany, NY

Professions & Specialties

Trust Law Attorney • Lawyers • International Human Rights Attorney • Board Member • Chair of Committee • Chairperson • Management Team Executive • Operations Manager • Chief Executive • Project Managers • Non-Profit • Counselor • Project Manager • Construction • Coordinator • Advisor • Managers • Secretary • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Organization Management • Manufacturing Laborer • Laborer • Analysts • Master of Science • State Inspector

Experience & Education

Position:
Improvement Engineer at Lafarge, Leadership Committee Chair at American Mensa, Regional Chair -...
Title:
Lafarge Improvement Engineer and Non-Profit Board Member
Location:
Albany, New York Area
Industry:
Construction
Work history:
Lafarge - Albany, New York AreaImprovement Engineersince Feb 2008American Mensa Leadership Committee Chairsince Jul 2013
Skills:
Alignment, Root Cause Analysis, Tribology, Inspection, Cement, Condition Monitoring, Predictive...
Certifications:
Vibration Analysis - Level 1, Update International
Vibration Analysis - Level 2, Update International
the RVC has full fiduciary duties to American Mensa Ltd
Full Profile

Allison Bashkoff Albany, NY

Professions & Specialties

Trust Law Attorney • Lawyers • Financial Director • Board Member • Chief Administrative Officer • Financial Officer • Financial Manager • Management Team Executive • Operations Manager • Chief Executive • Model • Human Resources Specialist • Recruitment • Organization Management • Vice President • Non-Profit

Experience & Education

Position:
Chief Financial Officer at Workforce Development Institute (WDI), Chief Financial Officer at...
Title:
--Chief Financial Officer
Location:
Albany, New York Area
Industry:
Nonprofit Organization Management
Work history:
Workforce Development Institute (WDI) - Albany, NYChief Financial Officersince Sep 2011Cromwell Emergency Vehicles, Inc. - Clifton Park, NYChief Financial Officersince Jan 2007
Skills:
Fundraising, Budget, Strategic Planning, Non-profits, Financial Analysis, Managerial Finance,...
Managed all fiduciary relationships for the hospital
Full Profile

Audrey Toussaint Albany, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Sales Manager • Sales Director • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Relationship Manager • Account Service Manager • Client Service Officer • Bachelor of Science • Customer Service

Experience & Education

Title:
Trust Officer at Halliday Financial Group
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
First Niagara Bank Vice President - ENY & CNY Sales Manager - CDARSSep 2008 - Mar 2011First Niagara Bank Vice President/Trust OfficerJul 2006 - Mar 2011
Skills:
Investments, Estate Planning, Retirement, Insurance, Trusts, Credit, High Net Worth Individuals,...
Full Profile

Audreu Toussaint Albany, NY

Professions & Specialties

Trust Law Attorney • Lawyers • Vice President • Sales Manager • Sales Director • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Bachelor of Science

Experience & Education

Position:
Vice President - ENY & CNY Sales Manager - CDARS at First Niagara Bank
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
First Niagara Bank Vice President - ENY & CNY Sales Manager - CDARSsince Sep 2008First Niagara Bank Vice President/Trust OfficerJul 2006 - 2010
Skills:
Trusts & Estates, Accredited Investment Fiduciary, Attention to detail and follow-up, Business...
Full Profile

Neal Solomon Albany, NY

Professions & Specialties

Trust Law Attorney • Lawyers • Financial Director • Board Member • Chief Executive Officer • Financial Officer • Financial Manager • Management Team Executive • Operations Manager • Marketing Manager • Corporate Executive • Chief Executive • Branch Manager • Field Marketing Specialist • Marketing Administrator • Counselor • Leader • Advisor • Managers • Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analysts • Health Professional • Health Practitioner

Experience & Education

Position:
Chief Financial Officer at Hearing Care Resources, LLC, Member Board of Directors SFA Holdings,...
Location:
Albany, New York Area
Industry:
Investment Management
Work history:
Hearing Care Resources, LLC Chief Financial Officersince Jul 2009The Strategic Financial Alliance, Inc. (Member FINRA/SIPC) Member Board of Directors SFA Holdings, Inc., Independent Branch Manager, securities offered throughsince Jan 2005
Skills:
CERTIFIED FINANCIAL PLANNER(TM), Professional, Chartered Financial Consultant, Chartered Life...
The Committee for the Fiduciary Standard
Full Profile

Richard Grant Albany, NY

Professions & Specialties

Trust Law Attorney • Lawyers • Chairperson • Director • Chief Executive • Operations Manager • Security • Philanthrope • Non-Profit • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Boomerbaggage LLC, Director at Capital District Physicians Health Plan (CDPHP)
Title:
President at Boomerbaggage LLC
Location:
Albany, New York Area
Industry:
Accounting
Work history:
Boomerbaggage LLC - New York and North CarolinaPresidentsince Jan 2013Capital District Physicians Health Plan (CDPHP) - Albany, New YorkDirectorsince Jun 2012
..rs: Assisted boards in fulfilling their fiduciary responsibilities by fully understanding..
Full Profile

Anne Hohenstein Albany, NY

Professions & Specialties

Advocate • Attorney At Law • Jurist • Legal Counsel • Lawyers • Law Specialist • Trust Law Attorney • Chief Administrative Officer • Chief Executive • Community Service Manager • Government Administration Professional • Corporate Executive • Civil Servant • Moderator • Lobbyist • Philanthrope • Advisor • Public Relations Professinal • Non-Profit • Juris Doctor • Editor • Teaching Fellow • Teaching Assistant • Clown • Comedian

Experience & Education

Position:
Legislative Counsel at New York State Department of Labor
Title:
Legislative Counsel at NYS Department of Labor
Location:
Albany, New York Area
Industry:
Government Administration
Work history:
New York State Department of Labor Legislative Counselsince Oct 2009Appellate Division, Third Department Appellate Court AttorneyAug 2008 - Oct 2009
Skills:
Policy, Legal Research, Administration, Legislative, Courts, Litigation, Government Liaison, Public ...
..development of case law in line with fiduciary responsibility to protect Fund assets
Full Profile

Michael Brown Albany, NY

Professions & Specialties

Trust Law Attorney • Lawyers • School Principal • School Administrator • Educational Manager • Senior Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Counselor • Analysts • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Senior Vice President at Madison Wealth LLC, Registered Principal at American Portfolios
Title:
Registered Principal at American Portfolios
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
Madison Wealth LLC Senior Vice Presidentsince 2009American Portfolios Registered Principalsince 2009
an Accredited Investment Fiduciary Auditor,AIFA,through The Center for Fidu..
Full Profile

Joanne Cholakis Albany, NY

Professions & Specialties

Financial Director • Financial Officer • Financial Manager

Experience & Education

Position:
Director of Finance, Insurance Fund at The Business Council of New York State, Inc.
Title:
Director of Finance at The Business Council of New York State, Inc.
Location:
Albany, New York Area
Industry:
Public Policy
Work history:
The Business Council of New York State, Inc. Director of Finance, Insurance Fundsince Dec 1991
Fiduciary News
Full Profile

Kathleen Ratajczak Albany, NY

Professions & Specialties

Paralegal • Litigation Support Specialist • Law Specialist • Lawyers • Fiduciary • Trust Law Attorney • Philanthrope • Business Administrator • Support Worker • Non-Profit • Bachelor of Science • Associate in Applied Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Administrator at Dominic Ferraioli Foundation, Estates and Trust paralegal at Hodgson Russ LLP
Title:
Administrator at Dominic Ferraioli Foundation
Location:
Albany, New York Area
Industry:
Law Practice
Work history:
Dominic Ferraioli Foundation Administratorsince 2001Hodgson Russ LLP Estates and Trust paralegalsince Dec 1986
Skills:
Estate Planning, Probate, Non-profits, Trusts, Tax
Full Profile

Justin Riccio Albany, NY

Professions & Specialties

Trust Law Attorney • Lawyers • Vice President • Chief Executive • Agent • Sales Representative • Analysts

Experience & Education

Position:
Vice President at Arthur J. Gallagher
Title:
Area Vice President - Arthur J. Gallagher
Location:
Albany, New York Area
Industry:
Insurance
Work history:
Arthur J. Gallagher Vice Presidentsince May 2008Ten Eyck Group Producer2005 - 2008
D&O/E&O/EPL/Fiduciary coverage
Full Profile

Lenny Ricchiuti Albany, NY

Professions & Specialties

Trust Law Attorney • Lawyers • Chief Executive Officer • Chairperson • Corporate Executive • Chief Executive • Operations Manager • Police • Organization Management • Management Team Executive • Construction • Supervisor • Managers • Commander

Experience & Education

Position:
Executive Director at Albany Police Athletic League, Inc., International Advisory Board at Little...
Title:
Executive Director, Albany Police Athletic League (PAL), Inc.
Location:
Albany, New York Area
Industry:
Nonprofit Organization Management
Work history:
Albany Police Athletic League, Inc. - 844 Madison Ave., Albany, 12208Executive Directorsince Sep 2002Little League International - Williamsport, PennsylvaniaInternational Advisory Boardsince Oct 2011
Responsible for fiduciary oversight
Full Profile

Deborah Collins Albany, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Counselor • Advisor • Finance and Accounting Specialist • Account Manager • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • IT Analyst • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Retirement Plan Investment Consultant, QPFC at Direct Retirement Solutions
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
Direct Retirement Solutions - Albany, New York AreaRetirement Plan Investment Consultant, QPFCsince Sep 2007The Ayco Company, L.P. Personal Advisor/Account ManagerJul 2005 - Jul 2007
Skills:
401k, Retirement Planning, Defined Benefit, Retirement, Pensions, Strategic Financial Planning,...
Full Profile

John Conroe Albany, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Author • Chief Executive

Experience & Education

Position:
Author at Smashwords, Investment Officer at The Adirondack Trust Company
Title:
Investment Officer at The Adirondack Trust Company
Location:
Albany, New York Area
Industry:
Banking
Work history:
Smashwords Authorsince 2010The Adirondack Trust Company Investment Officersince Dec 2002
Full Profile

Amelia Klein Albany, NY

Professions & Specialties

Law Specialist • Lawyers • Board Member • Partner • Vice President • Chairperson • Management Team Executive • Operations Manager • Chief Executive • Copy Desk Chief • Copy Editor • Editing Professional • Writing and Editing Professional • Writer and Editor • Editorial Writer • Reporter • Team Member

Experience & Education

Position:
Board Member at Legal Aid Society of Northeastern New York, Member (Partner) practicing Employee...
Location:
Albany, New York Area
Industry:
Law Practice
Work history:
Legal Aid Society of Northeastern New York Board Membersince 2003Bond, Schoeneck & King, PLLC Member (Partner) practicing Employee Benefits Lawsince Sep 1995
Skills:
Drafting and updating employee benefit plans, fiduciary and tax compliance advice, negotiation with ...
Full Profile

Philip Glackin Albany, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Certified Financial Planner • Puchasing and Estimating Manager • Master of Business Administration • Hospital Care Professional • Health Professional • Health Practitioner • Analysts • Production Manager • Financial Manager

Experience & Education

Position:
Senior HR Specialist at Rensselaer Polytechnic Institute
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
Rensselaer Polytechnic Institute Senior HR Specialistsince Jan 2013Albany Medical Center HR SpecialistMar 2011 - Jan 2013
Skills:
Retirement, Retirement Planning, Employee Benefits, Deferred Compensation, ERISA
Full Profile

Cindi Turoski Albany, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Financial Director • Chief Executive Officer • Co-Owner • Financial Officer • Financial Manager • Corporate Executive • Chief Executive • Owner • Bachelor of Science • Accounting Bookkeeper • Bookkeeper • Financial Services Sales Agent

Experience & Education

Position:
Managing Director/Co-owner at Bonadio Wealth Advisors, LLC, Personal CFO at The Bonadio Group
Title:
Personal CFO at The Bonadio Group
Location:
Albany, New York Area
Industry:
Accounting
Work history:
Bonadio Wealth Advisors, LLC Managing Director/Co-ownersince Oct 2008The Bonadio Group Personal CFOsince 1995
Full Profile

Michael Auerbach Albany, NY

Professions & Specialties

Lawyers • Construction Engineer • Civil Engineering • Government Administration Professional • Construction • Community Service Manager

Experience & Education

Position:
Senior Building Construction Engineer - Codes Division at NYS OMRDD, Senior Building Construction...
Title:
Senior Building Construction Engineer at New York State, Department of State
Location:
Albany, New York Area
Industry:
Government Administration
Work history:
NYS OMRDD - Albany, New YorkSenior Building Construction Engineer - Codes Divisionsince Jul 2008New York State, Department of State Senior Building Construction Engineersince Jul 2008
..serves as decision making body with fiduciary responsibilities
Full Profile

Nicole Fleming New York, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Brand Planner • Brand Representative • Account Service Manager • Client Service Officer • Talent Acquisition Advisor • Recruitment • Talent Agent • Partner • Marketing Manager • Chief Executive • Customer Service • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Builder • Construction Specialist • Construction Laborer • Supporting Member • Team Member • Software Tester • Information Technology Specialist • Database Administration Professional • Database Administrator • Computer Specialist • IT Specialist • Bachelor of Science • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Enterprise Account Executive at LinkedIn
Title:
Talent Branding & Social Recruiting Virtuoso
Location:
New York, New York
Industry:
Online Media
Work history:
LinkedIn - New York, NYEnterprise Account Executivesince Jan 2012LinkedIn - New York, NYAccount ExecutiveMay 2011 - Dec 2011
Skills:
Social Media, Salesforce.com, Account Management, Consultative Selling, SaaS, Technical Recruiting, ...
Languages:
English, Spanish
Full Profile

Peter Doro Los Angeles, CA

Professions & Specialties

Legal Intern • Student Lawyer • Summer Associate • Fiduciary • Judicial Law Clerk • Paralegal • Trust Law Attorney • Lawyers • Juris Doctor • Supporting Member • Examiner • Team Member • Inspector • Apprentice • Analyst • Counselor • Advisor • Analysts • Agent • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Survey Researcher • Research Assistant • Student Worker

Experience & Education

Title:
JD
Location:
Los Angeles, California
Industry:
Capital Markets
Work history:
FINRA - Lower ManhattanAssociate ExaminerMar 2011 - Nov 2012US Securities and Exchange Commission - Washington, D.C.Legal Intern at the Office of Market IntelligenceJan 2010 - May 2010
Skills:
Securities, Due Diligence, Compliance, Securities Regulation, Securities Law, Securities Fraud,...
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Hazel Watson Atlanta, GA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Independent Accounting Professional • Tax Preparer • Accounting Bookkeeper • Bookkeeper • Tax Accountant • Business Manager • Non-Profit • Manager • Operations Manager • Account Manager • Philanthrope • Management Consultant • Pilot • Management Analyst • Analysts • Air Transportation Worker • Chief Executive • Human Resources Specialist • Recruitment • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Computer Systems Administrator

Experience & Education

Position:
Business Manager at EQualityTrust
Title:
Independent Accounting Professional
Location:
Greater Atlanta Area
Industry:
Accounting
Work history:
EQualityTrust Business Managersince 2008Laney Boteler & Killinger - Atlanta, GAAudit Manager2003 - 2007
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Joe Sagginario Tampa, FL

Professions & Specialties

Of Counsel • Law Specialist • Jurist • Legal Counsel • Lawyers • Student Lawyer • Trust Law Attorney • Certified Nurse Aide • Nurse • Nurse Practitioner • Psychology Specialist • Chief Administrative Officer • Chief Executive • Juris Doctor • Bachelor of Science • Sales Representative

Experience & Education

Position:
Of Counsel at Thoroughbred Retirement of Tampa, Attorney at Solo Practice
Title:
Of Counsel to Thoroughbred Retirement of Tampa
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Law Practice
Work history:
Thoroughbred Retirement of Tampa - Tampa, FLOf Counselsince Mar 2013Solo Practice - Tampa, FLAttorneysince Feb 2012
Case matter included the breach of a fiduciary duty between a broker and a client in th..
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Kathleen Segal San Francisco, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive Officer • Director • Manager • Corporate Executive • Chief Executive • Operations Manager

Experience & Education

Position:
Licensed Professional Fiduciary and Certified Financial Advisor at Montclair Fiduciary and Planning ...
Title:
Professional Trustee and Financial Advisor
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Montclair Fiduciary and Planning Advisors, LLC - Oakland, CALicensed Professional Fiduciary and Certified Financial Advisorsince Aug 2011U.S. Trust Managing DirectorJun 1999 - Jun 2011
Certifications:
Licensed Attorney, New York State and U.S. District Court
California Licensed Professional Fiduciary (CLPF), Professional Fiduciaries Bureau, CA Dept. of Consumer Affairs
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Fiduciarys near Albany, NY012SchenectadyNewtonvilleEast GreenbushWatervliet


Fiduciarys around Albany, NY

Newtonville  (2)
Schenectady  (2)
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Fiduciarys in New York

Sub-specializations

Executor  (5)
Fiduciary  (44)