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Fiduciarys in New Mexico

Fiduciarys in Albuquerque, NM

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46 results found

Vickie Wilcox Albuquerque, NM

Professions & Specialties

Conservator • Fiduciary • Lawyers • Trust Law Attorney • Management Team Executive • Operations Manager • Founding Member • Chief Executive

Experience & Education

Office:
Wilcox & Sikelianos, P.C.
901 Rio Grande Boulevard, N.w., Suite H-160, Albuquerque, NM 87104
Mailing Address:
P.O. Box Post Office Box 70238, Albuquerque, NM, 87197
Phone:
(505) 554-1115 (Phone)
Specialties:
Trusts and Estates, Contested Trusts and Estates
ISLN:
910162010
Admitted:
1995, New Mexico
Biography:
After graduating from Deming High School in southern New Mexico, Ms. Wilcox attended George...
Full Profile

Cynthia Sikelianos Albuquerque, NM

Professions & Specialties

Conservator • Fiduciary • Lawyers • Trust Law Attorney • Director • Management Team Executive • Operations Manager • Psychologist • Psychology Specialist

Experience & Education

Office:
Wilcox & Sikelianos, P.C.
901 Rio Grande Boulevard, N.w., Suite H-160, Albuquerque, NM 87104
Mailing Address:
P.O. Box Post Office Box 70238, Albuquerque, NM, 87197
Phone:
(505) 554-1115 (Phone), (505) 554-1121 (Fax)
Specialties:
Estate Planning, Business Planning
ISLN:
912727743
Admitted:
1997, New Mexico
Biography:
Cynthia Sikelianos considers herself a native New Mexican. She is a graduate of Highland High...
Full Profile

Phil Krehbiel Albuquerque, NM

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Arbitrator • Referee • Judge • Chairperson • Board Member • Chief Executive • Management Team Executive • Operations Manager

Experience & Education

Office:
Keleher & McLeod, P.A.
201 Third Street, N.w., Suite 1200, Albuquerque, NM 87102
Mailing Address:
P.O. Box AA, Albuquerque, NM, 87103
Phone:
(505) 346-4646 (Phone)
Specialties:
Banking Litigation, Business and Commercial Litigation
ISLN:
905739326
Admitted:
1972, New Mexico, United States District Court for the District of New Mexico
Biography:
Practice Areas:

Mr. Krehbiel represents clients in the following areas:
Full Profile

Gregory Mackenzie Albuquerque, NM

Professions & Specialties

Fiduciary • Conservator • Trust Law Attorney • Lawyers • Attorney At Law • Volunteer • Public Relations Professinal • Non-Profit • Chief Administrative Officer • Chief Executive • Presenter • Host

Experience & Education

Office:
Hurley, Toevs, Styles, Hamblin & Panter, P.A.
4155 Montgomery Boulevard Ne, Albuquerque, NM 87109
Phone:
(505) 888-1188 (Phone), (505) 888-9215 (Fax)
Specialties:
Fiduciary Litigation, Contested Trusts
ISLN:
912173601
Admitted:
1993, New Mexico, 1995, U.S. District Court, District of New Mexico
Biography:
Professional Activities: President, Albuquerque Lawyer's Club, 2002-2003; Lobbyist, New Mexico...
Full Profile

Spencer Reid Albuquerque, NM

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Chief Executive

Experience & Education

Office:
Keleher & McLeod, P.A.
201 Third Street, N.w., Suite 1200, Albuquerque, NM 87102
Mailing Address:
P.O. Box AA, Albuquerque, NM, 87103
Phone:
(505) 346-4646 (Phone)
Specialties:
Antitrust Law - Litigation, Banking Law - Litigation
ISLN:
902217841
Admitted:
1979, New Mexico, 10th Circuit Court of Appeals
Biography:
Practice Areas:

Mr. Reid joined the firm as a clerk in 1978 and a lawyer in 1979. He...
Full Profile

Brian Nichols Albuquerque, NM

Professions & Specialties

Law Specialist • Fiduciary • Lawyers • Trust Law Attorney • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Construction • Representative • CRT Manager • Client Development Manager • Managers • Special Education Professional • Special Education Professors • Board Member • Management Team Executive • Operations Manager

Experience & Education

Office:
Modrall, Sperling, Roehl, Harris & Sisk, P.A.
500 Fourth Street Nw, Suite 1000, Albuquerque, NM 87102
Mailing Address:
P.O. Box 2168, Albuquerque, NM, 87103-2168
Phone:
(505) 848-1852 (Phone)
Specialties:
Litigation, Oil and Gas
ISLN:
918157957
Admitted:
2004, New Mexico and Arizona, U.S. District Court for the District of New Mexico
Biography:
Brian Nichols' practice is primarily in litigation, with focuses on energy, natural resources and...
Full Profile

Kurt Wihl Albuquerque, NM

Professions & Specialties

Fiduciary • Trust Law Attorney • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Construction • Chief Administrative Officer • Chief Executive

Experience & Education

Office:
Keleher & McLeod, P.A.
201 Third Street, N.w., Suite 1200, Albuquerque, NM 87102
Mailing Address:
P.O. Box AA, Albuquerque, NM, 87103
Phone:
(505) 346-4646 (Phone)
Specialties:
Civil Litigation, Civil Rights and Constitutional Law
ISLN:
902770216
Admitted:
1984, New Mexico, United States District Court for the District of New Mexico
Biography:
Practice Areas:

Kurt Wihl practices in the areas of litigation and real estate. He has...
Full Profile

Susan Chappell Albuquerque, NM

Professions & Specialties

Trust Law Attorney • Lawyers • Human Resources Specialist • Recruitment • Board Member • Chief Executive • Management Team Executive • Operations Manager • Moderator • Advisor

Experience & Education

Office:
Sutin, Thayer & Browne
6565 Americas Parkway Ne, Albuquerque, NM 87110
Mailing Address:
P.O. Box 1945, Albuquerque, NM, 87103-1945
Phone:
(505) 883-2500 (Phone), (505) 888-6565 (Fax)
Specialties:
Alternative Dispute Resolution, Corporate Law
ISLN:
912384045
Admitted:
1996, New Mexico, U.S. District Court, District of New Mexico and U.S. Court of Appeals, Tenth Circuit
Biography:
SUSAN G. CHAPPELL practices in the Firm's litigation department. Her practice area is commercial...
..structural and control questions and fiduciary obligations
Full Profile

Karen Kahn Albuquerque, NM

Professions & Specialties

Fiduciary • Legal Counsel • Judge • Trust Law Attorney • Lawyers • Physician • Partner • Director • Chief Executive • Operations Manager • Non-Profit

Experience & Education

Office:
Modrall, Sperling, Roehl, Harris & Sisk, P.A.
500 Fourth Street Nw, Suite 1000, Albuquerque, NM 87102
Mailing Address:
P.O. Box 2168, Albuquerque, NM, 87103-2168
Phone:
(505) 848-1898 (Phone)
Specialties:
Employee Benefits and ERISA, Healthcare
ISLN:
906058846
Admitted:
1982, California, 1993, New Mexico
Biography:
Karen Kahn concentrates her practice in ERISA and employee benefits law. For more than twenty-five...
Full Profile

Patrick Mcdaniel Albuquerque, NM

Professions & Specialties

Judge • Trial Lawyer • Fiduciary • Advocate • Lawyers • Trust Law Attorney • Jurist • Legal Counsel • Editor • Presenter • Lecturer • Postsecondary Teacher • Chairperson • Chief Executive

Experience & Education

Office:
Atkinson & Kelsey, P.A.
2155 Louisiana Boulevard, Ne, Suite 2000, Albuquerque, NM 87110
Mailing Address:
P.O. Box 3070, Albuquerque, NM, 87110
Phone:
(505) 883-3070 (Phone), (505) 889-3111 (Fax)
Specialties:
Child Support, Child Custody
ISLN:
915124075
Admitted:
1997, New Mexico
Biography:
Recipient: A.H. McLeod Prize for Interest and Excellence in Advocacy; Judge Oliver Seth Award for...
Full Profile

David Johnson Albuquerque, NM

Professions & Specialties

Fiduciary • Mediator • Trust Law Attorney • Chief Administrative Officer • Chief Executive • Chairperson

Experience & Education

Office:
Montgomery & Andrews, P.A.
6301 Indian School Road Ne, Suite 400, Albuquerque, NM 87176
Phone:
(505) 855-6727 (Phone), (505) 888-8929 (Fax)
Specialties:
Health Care, Hospital Law
ISLN:
909808837
Admitted:
1994, New Mexico, 1995, U. S. District Court, District of New Mexico
Biography:
Listed in Best Lawyers in America (Health Care) and Southwest Super Lawyers. Recipient: Don...
Full Profile

Robert John Albuquerque, NM

Professions & Specialties

Fiduciary • Trust Law Attorney • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Representative • Chairperson • Chief Executive

Experience & Education

Office:
Rodey, Dickason, Sloan, Akin & Robb, P.A.
201 Third Street, N.w., Suite 2200, Albuquerque, NM 87102
Phone:
(505) 768-7337 (Phone)
Specialties:
Banking, Financing, and Commercial Lending, Complex and Commercial Litigation
ISLN:
903395890
Admitted:
1959, New Mexico
Biography:
Professional Experience:

Mr. St. John's current practice focuses on a broad range of...
Full Profile

Skyler Wildenstein Albuquerque, NM

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Partner • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member

Experience & Education

Position:
Vice President of Trust Operations at Empire Trust, Inc.
Title:
Vice President/Trust Officer at Empire Trust, Inc.
Location:
Albuquerque, New Mexico Area
Industry:
Financial Services
Work history:
Empire Trust, Inc. - Albuquerque, New Mexico AreaVice President of Trust Operationssince Sep 2012Empire Trust, Inc. - Albuquerque, New Mexico AreaTrust and Financial Advising AssociateApr 2012 - Sep 2012
Certifications:
Personal Trust Diploma, American Banker's Association
Full Profile

Charles Kassicieh Albuquerque, NM

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Economist • Bachelor of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Market Research Analyst • Chief Executive • Operations Manager

Experience & Education

Position:
Investment Mangement Specialist at Wells Fargo
Title:
Investment Specialist
Location:
Albuquerque, New Mexico
Industry:
Investment Management
Work history:
Wells Fargo - Albuquerque, New Mexico AreaInvestment Mangement Specialistsince Feb 2012Legistlative Financial Committee for the State of New Mexico Financial EconomistJun 2011 - Jan 2012
Full Profile

Susan Chappell Albuquerque, NM

Professions & Specialties

Lawyers • Fiduciary • Law Specialist • Trust Law Attorney • Chief Administrative Officer • Chief Executive

Experience & Education

Position:
Lawyer at Sutin, Thayer & Browne
Location:
Albuquerque, New Mexico Area
Industry:
Law Practice
Work history:
Sutin, Thayer & Browne - Albuquerque, New Mexico AreaLawyersince Jun 2005Eaves Bardacke Baugh Kierst & Larsen ShareholderDec 1999 - Jun 2005
Skills:
Commercial Litigation, Employment Law, Insurance Defense, Alternative Dispute Resolution, New...
Full Profile

Gregory Rothrock Albuquerque, NM

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Advisor • Representative • Counselor • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Computer Software Professional • Information Technology Specialist • Software Developers • IT Specialist • Department Store Salesperson • Retail Professional • Retail Salesperson • Editorial Assistant • Editing Professional • Writing and Editing Professional • Writer and Editor

Experience & Education

Position:
Financial Advisor at Cetera Advisor Networks LLC
Title:
Investment Advisor at Cetera Advisor Networks LLC
Location:
Albuquerque, New Mexico Area
Industry:
Financial Services
Work history:
Cetera Advisor Networks LLC - Albuquerque, New Mexico AreaFinancial Advisorsince Jan 2003Atex ConsultantMar 2007 - Nov 2008
Full Profile

Va Moore Albuquerque, NM

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Operations Manager

Experience & Education

Position:
Fiduciary Trust Officer at DOI OST
Location:
Albuquerque, New Mexico Area
Industry:
Accounting
Work history:
DOI OST - DOI OST, Gallup, NMFiduciary Trust Officersince Feb 2002
Full Profile

Erin Snyder Albuquerque, NM

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Administrative Associate • Advisor • Service Manager • Supporting Member • Administrative Clerk • Clerical Specialist • Service Operations Expert • Team Member • Director • Operations Manager • Banker • Loan Specialist • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Employee Relations Manager • Employee Relations Specialist • Labor Relations Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Administrative Assistant to the Sr Director of Investment & Fiduciary Services & NM Wealth...
Title:
Administrative Assistant to the Sr Director of Investment & Fiduciary Services & NM Wealth Advisor
Location:
Albuquerque, New Mexico Area
Industry:
Financial Services
Work history:
Wells Fargo Administrative Assistant to the Sr Director of Investment & Fiduciary Services & NM Wealth Advisorsince Aug 2009Wells Fargo Advisors Brokerage AssociateJan 2012 - Apr 2013
Full Profile

Pete Fredericks Albuquerque, NM

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Title:
Fiduciary Trust Officer at Office of The Special Trustee for American Indians
Location:
Albuquerque, New Mexico Area
Industry:
Banking
Full Profile

Melvin Burch Albuquerque, NM

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Counselor • Advisor • Government Administration Professional • Director • Community Service Manager • Operations Manager • Area Manager • Managers • Skilled Professional • Chief Operating Officer • Chief Executive Officer • Vice President • Chief Executive • Region Manager • General and Operations Manager • Director of Operations • Corporate Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Juris Doctor • Bachelor of Business Administration

Experience & Education

Position:
Regional Trust Administrator at Office of Special Trustee for American Indians
Location:
Albuquerque, New Mexico Area
Industry:
Government Administration
Work history:
Office of Special Trustee for American Indians Regional Trust Administratorsince Mar 2004Bank2 Director2000 - 2006
Full Profile

Peter Fredericks Albuquerque, NM

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Position:
Fiduciary Trust Officer at Office of The Special Trustee for American Indians
Location:
Albuquerque, New Mexico Area
Industry:
Banking
Work history:
Office of The Special Trustee for American Indians Fiduciary Trust Officer
Full Profile

Kristina Lucero Albuquerque, NM

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Marketing Professional • Advertising Sales Agent • Sales Person • Agent • Sales Representative • Chief Administrative Officer • Chief Executive • Administrative Associate • Administrative Clerk • Clerical Specialist • Data Entry Specialist • Data Scientist • Sales Account Associate • Sales Executive • Financial Officer • Financial Manager • Operations Manager • Sales Manager • Business Administrator • Team Member • Aerobics Instructor • Group Fitness Instructor • Health and Fitness Teacher • Sports Trainer • Sports Trainers • Accounting Bookkeeper • Bookkeeper • Customer Service • Property Manager • Real Estate Manager

Experience & Education

Position:
Sales/Service Assistant at Independent Firm
Title:
Business Development and Marketing Specialist
Location:
Albuquerque, New Mexico Area
Industry:
Insurance
Work history:
Independent Firm - AlbuquerqueSales/Service Assistantsince Oct 2011New York Life Insurance Company - Albuquerque, New Mexico AreaAdministrative Assistant IIJun 2011 - Sep 2011
Full Profile

Curtiss Lacross Albuquerque, NM

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Assistant Vice President • Vice President • Chief Executive • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Assistant Vice President, Senior Financial Advisor, CRPC at Merrill Lynch
Title:
Merrill Lynch AVP
Location:
Albuquerque, New Mexico Area
Industry:
Financial Services
Work history:
Merrill Lynch - Albuquerque, New Mexico Uptown OfficeAssistant Vice President, Senior Financial Advisor, CRPCsince Jan 2007
Skills:
401k, Series 7, Retirement, Investments, Retirement Plan Consulting, Mutual Funds, Retirement...
Full Profile

Daniel Crespin Albuquerque, NM

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Systems Administrator • SharePoint Administrator • Computer Systems Administrator • Network Systems Administrator • Computer Network Professional • Network Administrator • Systems Support Specialist • Support Specialists • IT Specialist • Technical Specialist • Technical Support Specialists

Experience & Education

Position:
Lead Systems Administrator at Office of the Special Trustee for American Indians
Location:
Albuquerque, New Mexico Area
Industry:
Computer Hardware
Work history:
Office of the Special Trustee for American Indians - Albuquerque, New Mexico AreaLead Systems Administratorsince Jan 2009SICORP Windows Systems Administator/EngineerOct 2007 - Jan 2009
Skills:
Windows, Active Directory, Servers, Windows Server, Cluster, Virtualization, Troubleshooting,...
Full Profile

Nancy Oriola Albuquerque, NM

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Executive Officer • Director • Founder • Owner • Corporate Executive • Chief Executive • Operations Manager • Founding Member • Financial Manager • Psychologist • Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Psychology Specialist

Experience & Education

Position:
CEO, Clinical Director at Decades , LLC - Geriatric Care Management, Consulting, Medical Case...
Title:
CEO at Decades - Comprehensive Elder Services: Care Management, Fiduciary, Counseling, Mediation
Location:
Albuquerque, New Mexico Area
Industry:
Individual & Family Services
Work history:
Decades , LLC - Geriatric Care Management, Consulting, Medical Case Mgmnt, Fiduciary Services - Santa Fe & Albuquerque locationsCEO, Clinical Directorsince Oct 2001Corless, Winslow & Associates CFP Financial PlannerJul 1985 - Jul 1995
Full Profile

Liz Sparks Albuquerque, NM

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Government Administration Professional • Vice President • Chief Operating Officer • Community Service Manager • Chief Executive • General and Operations Manager • Director of Operations • Operations Manager

Experience & Education

Position:
Fiduciary Trust Officer at Dept of Interior-OST
Location:
Albuquerque, New Mexico Area
Industry:
Government Administration
Work history:
Dept of Interior-OST Fiduciary Trust OfficerFirst Security Trust Company - Tucumcari, NM Exec VP, COO and Trust OfficerApr 1990 - Jul 1994
Full Profile

Greg Rothrock Albuquerque, NM

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Advisor • Representative • Counselor • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Retail Professional • Retail Salesperson • Software Developers • IT Specialist

Experience & Education

Position:
Financial Advisor at Financial Network Investment Corp.
Title:
Investment Advisor at Financial Network Investment Corp.
Location:
Albuquerque, New Mexico Area
Industry:
Financial Services
Work history:
Financial Network Investment Corp. Financial Advisorsince Jan 2003Atex ConsultantMar 2007 - Nov 2008
Full Profile

Sean Walker Albuquerque, NM

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Senior Vice President • Board Member • Manager • Vice President • Chief Executive • Management Team Executive • Operations Manager • Volunteer • Non-Profit • Instructor • Pedagogue

Experience & Education

Position:
Board Member at Junior Achievement of New Mexico, Senior Vice President at Bank of Albuquerque
Title:
Senior Vice President at Bank of Albuquerque
Location:
Albuquerque, New Mexico
Industry:
Banking
Work history:
Junior Achievement of New Mexico - Albuquerque, New MexicoBoard Membersince 2009Bank of Albuquerque - Albuquerque, New MexicoSenior Vice Presidentsince Jul 2000
Certifications:
Certified Employee Benefit Specialist, International Foundation of Employee Benefit Plans
Full Profile

Richard Cabeza De Baca Albuquerque, NM

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Counselor • Advisor • Psychologist • Operations Manager • Chief Executive • Psychology Specialist

Experience & Education

Position:
Consultant directed at services for Frail Elderly and Mentally Ill at Aging with Dignity
Title:
Aging with Dignity Consultant Services serving the Frail Elderly, Mentally Ill and Developmentally Disabled
Location:
Albuquerque, New Mexico Area
Industry:
Legal Services
Work history:
Aging with Dignity Consultant directed at services for Frail Elderly and Mentally Illsince 2000LR Associates FiduciaryFeb 2007 - Jun 2008
Languages:
Spanish
Full Profile

Sydney Weldon Albuquerque, NM

Professions & Specialties

Legal Aide • Fiduciary • Law Specialist • Paralegal • Trust Law Attorney • Lawyers

Experience & Education

Position:
Fiduciary Assistant (independent) at Law Office of Charles P. Reynolds
Title:
Legal Assistant
Location:
Albuquerque, New Mexico Area
Industry:
Law Practice
Work history:
Law Office of Charles P. Reynolds Fiduciary Assistant (independent)since 2004
Full Profile

Ellen Briscoe Albuquerque, NM

Professions & Specialties

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

Experience & Education

Position:
Owner at Briscoe Tax & Fiduciary Services, LLC
Title:
Owner, Briscoe Tax & Fiduciary Services, LLC
Location:
Albuquerque, New Mexico Area
Industry:
Accounting
Work history:
Briscoe Tax & Fiduciary Services, LLC Owner
Full Profile

Peter Fredericks Albuquerque, NM

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Government Administration Professional • Community Service Manager

Experience & Education

Position:
Fiduciary Trust Officer at Office of the Special Trustee for American Indians
Location:
Albuquerque, New Mexico Area
Industry:
Government Administration
Work history:
Office of the Special Trustee for American Indians Fiduciary Trust Officer
Full Profile

Leslie Faurot Albuquerque, NM

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Director • Board Member • Chief Administrative Officer • Manager • Financial Director • Operations Manager • Management Team Executive • Chief Executive • Financial Officer • Financial Manager • Philanthrope • Organization Management • Non-Profit • Human Resources Specialist • Recruitment • Personnel Administrator • Corporate Executive • Production Manager • Construction • Employee Relations Specialist • Labor Relations Specialist • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Bachelor of Business Administration

Experience & Education

Title:
Finance Director at NMPCA
Location:
Albuquerque, New Mexico Area
Industry:
Nonprofit Organization Management
Work history:
NM Primary Care Association - 4206 Louisiana Blvd, NE, Albuquerque, NM 87109Finance DirectorNov 2009 - Feb 2012General Technology Corporation, A Crane Co. Company Accounting/Costing Manager/May 2008 Promoted to Director of FinanceSep 2005 - Oct 2009
Skills:
Controlling, Financial Analysis, Financial Management, Internal Audit, Operational Excellence,...
Full Profile

Kristine Coffey Albuquerque, NM

Professions & Specialties

Trust Law Attorney • Lawyers • Board Member • Chairperson • Executive Vice President • Director • Management Team Executive • Operations Manager • Chief Executive • Vice President • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Coordinator • Managers • Analysts • Bachelor of Science • Mathematics • Mathematician • Secretary

Experience & Education

Position:
Board of Directors at ASPPA, Liaison: Conferences & Marketing at ASPPA, Chair of the Board of...
Title:
Board of Directors at ASPPA
Location:
Albuquerque, New Mexico
Industry:
Financial Services
Work history:
ASPPA Board of Directorssince Oct 2012ASPPA - Washington DCLiaison: Conferences & Marketingsince Sep 2009
Skills:
Strategic Planning, Marketing, Coaching, Corporate Development, 401k, Pensions, Retirement,...
Fiduciary Society for Ethical Financial Practices
Full Profile

Ana Acosta Albuquerque, NM

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chairperson • Board Member • Chief Executive • Management Team Executive • Operations Manager • Volunteer • Non-Profit • Information Technology Specialist • IT Specialist • Chief Administrative Officer • Marketing Manager • Program Coordinator • Counselor • Coordinator • Organization Management • Managers • Advisor • Adjunct Instructor • Teaching Assistant • Educational Assistant Teacher • Lecturer • Postsecondary Teacher • Recruitment • Independent Business Owners

Experience & Education

Title:
President at The Samna Group
Location:
Albuquerque, New Mexico Area
Industry:
Information Technology and Services
Work history:
Sandia Heights Homeowner's Association (SHHA) - Albuquerque, New Mexico AreaChair, Community Service and Membership CommitteeJan 2010 - Jun 2012Sandia Heights Homeowner's Association - Albuquerque, New Mexico AreaBoard MemberJul 2009 - Jun 2012
Skills:
Spanish, Strategic Planning, Painting, Social Media, Event Planning, Public Relations, Microsoft...
Languages:
Spanish
Full Profile

Cate Wisdom Albuquerque, NM

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Biotechnology Professional • Biologist • Biological Scientist • Apprentice • Vice President • Chief Executive • Student Worker • Survey Researcher • Guide • Team Assistant • Crewman • Team Member • Tour Guide • Chairperson • Bachelor of Science • Government Administration Officer • Civil Servant

Experience & Education

Position:
Bioengineering Graduate Student at University of Kansas
Location:
Albuquerque, New Mexico
Industry:
Biotechnology
Work history:
University of Kansas - Lawrence, Kansas AreaBioengineering Graduate Studentsince Aug 2012University of New Mexico Office of the Vice President for Research and Economic Development Professional InternJul 2011 - Jul 2012
Languages:
Spanish
Full Profile

Camilla Serrano Albuquerque, NM

Professions & Specialties

Litigation Support Specialist • Fiduciary • Law Specialist • Trust Law Attorney • Lawyers • Advisor • Board Member • Management Team Executive • Operations Manager • Management Analyst • Analysts • Chief Executive

Experience & Education

Position:
Wealth Management Advisor at New Mexico Bank & Trust, District Administrator at Little League...
Title:
Wealth Management Advisor at New Mexico Bank & Trust
Location:
Albuquerque, New Mexico Area
Industry:
Banking
Work history:
New Mexico Bank & Trust - Albuquerque, New Mexico AreaWealth Management Advisorsince Dec 2011Little League International District Administratorsince 1994
Skills:
Loans, Banking, Wealth Management, Estate Planning, Commercial Lending
Full Profile

Steve Ciepiela Albuquerque, NM

Professions & Specialties

Lawyers • Chairperson • Chief Executive • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Puchasing and Estimating Manager

Experience & Education

Position:
I coordinate the finances of a select group of families and businesses throughout the Southwest. at ...
Title:
President, I coordinate the finances of a select group of families and businesses throughout the Southwest.
Location:
Albuquerque, New Mexico Area
Industry:
Financial Services
Work history:
Charles Stephen Financial Architects - Albuquerque, New Mexico AreaI coordinate the finances of a select group of families and businesses throughout the Southwest.since May 1983
Accredited Investment Fiduciary
Full Profile

Cynthia Spring Albuquerque, NM

Professions & Specialties

Trust Law Attorney • Lawyers • Director • Chief Information Officer • Operations Manager • Technology Director • Technology Manager • Technical Managers • Accounts Payable • Accounts Payable Specialist • Accounts Receivable • Business Specialist • Financial Officer • Financial Manager • Budget Officer • Compensations and Benefits • Financial Compliance Examiner • Master of Business Administration • Bachelor of Science • Human Resources Specialist • Recruitment • Financial Services Sales Agent

Experience & Education

Position:
Finance Director at NM Department of Health
Title:
Finance Director
Location:
Albuquerque, New Mexico Area
Industry:
Accounting
Work history:
NM Department of Health Finance Directorsince Oct 2012NM CYFD - Albuquerque, NMBusiness Operations SpecialistMay 2012 - Oct 2012
Skills:
Financial Reporting, Internal Controls, Financial Analysis, Financial Accounting, Managerial...
Proprietary and Fiduciary funds
Full Profile

Westly Wellborn Albuquerque, NM

Professions & Specialties

Managing Member • Owner • Manager • Partner • Chief Executive • Operations Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Westly Wellborn CPA LLC (Sole Proprietorship), Manager at Westly Wellborn CPA LLC (Sole...
Title:
Managing Member at Westly Wellborn CPA LLC
Location:
Albuquerque, New Mexico Area
Industry:
Accounting
Work history:
Westly Wellborn CPA LLC OwnerWestly Wellborn CPA LLC Managersince Jul 1992
Certifications:
Certified Public Accountant, AICPA
Fiduciary
Full Profile

Jim Riefe Albuquerque, NM

Professions & Specialties

Trust Law Attorney • Lawyers • Vice President • Assistant Vice President • Chief Executive • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Administrative Clerk • Clerical Specialist • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Nurse • Nurse Practitioner

Experience & Education

Position:
Vice President - Financial Consultant at Charles Schwab
Location:
Albuquerque, New Mexico Area
Industry:
Investment Management
Work history:
Charles Schwab Vice President - Financial Consultantsince Aug 2009Raymond James Associate Vice President, InvestmentsFeb 2008 - Aug 2009
Skills:
I specialize in corporate and personal retirement plans, investment analysis and investment policy
..designation from the Center for Fiduciary Studies and the Accredited Asset Managem..
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Kym Jackson Albuquerque, NM

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Mortgage Specialist • Loan Officers • Underwriter • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Client Service Officer • Correspondent • Reporter • Chef • Head Cook • Food Preparer • Food Preparation Worker • Advertising Professional • Advertising Sales Agent • Organization Management • Operations Manager

Experience & Education

Position:
Private bank mortgage HFC at Bank of Oklahoma, Accounting Principals at St Community Mortgage,...
Title:
Private bank mortgage HFC at Bank of Oklahoma
Location:
Albuquerque, New Mexico Area
Industry:
Financial Services
Work history:
Bank of Oklahoma Private bank mortgage HFCsince Oct 2010St Community Mortgage Accounting Principalssince Nov 2009
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Sara Thomas Albuquerque, NM

Professions & Specialties

Fiduciary • Regulatory Manager • Trust Law Attorney • Lawyers • Manager • Operations Manager • Compliance Agent • Compliance Officer • Office Assistant • Leader • Office Clerk • Clerical Specialist • Managers • Agent • Consumer Goods Professional • Sales Representative • Commodities Clerk • Process Engineer • Environmental Engineer • Environmental Remediation Engineer • Industrial Engineer • Bachelor of Science • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Computer Systems Administrator • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Environmental Health & Safety (EH&S) Manager at Tempur-Pedic
Title:
Environmental, Health and Safety Professional
Location:
Albuquerque, New Mexico
Industry:
Management Consulting
Work history:
Tempur-Pedic Environmental Health & Safety (EH&S) Managersince Apr 2013Grace Pacific Corporation Environmental Compliance SpecialistJun 2009 - Jan 2013
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Hunter Von Unschuld Albuquerque, NM

Professions & Specialties

Trust Law Attorney • Lawyers • Director • Operations Manager • Host • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive

Experience & Education

Position:
Director at Fractal Profile Wealth Management
Location:
Rio Rancho, New Mexico
Industry:
Financial Services
Work history:
Fractal Profile Wealth Management Directorsince Jan 2012Dolphin Risk Management Corp. Director Futures and Options TradingJan 2003 - Dec 2011
Fiduciary Society for Ethical Financial Practices
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Linda Green-rossi Albuquerque, NM

Professions & Specialties

Landman • Fiduciary • Lawyers • Trust Law Attorney • Bookkeeper • Accounting Bookkeeper • Accounting Clerk • Accounts Payable • Accounts Payable Specialist • Office Assistant • Business Manager • Construction • Office Clerk • Clerical Specialist • Chief Administrative Officer • Manager • Department Manager • Operations Manager • Chief Executive • Department Supervisor • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Bachelor of Science

Experience & Education

Position:
Part time research and surveys at Linda Green-Rossi
Title:
Part time research and
Location:
Albuquerque, New Mexico
Industry:
Accounting
Work history:
Linda Green-Rossi - Home basedPart time research and surveyssince Oct 2012University of Phoenix - University of PhoenixStudentJan 2011 - Oct 2012
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Alix Larson Phoenix, AZ

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Accounting Bookkeeper • Bookkeeper • Government Administration Professional • Community Service Manager • Finance and Accounting Specialist • Chief Executive • Office Assistant • Managers • Team Member • Office Clerk • Clerical Specialist • Bachelor of Business Administration • Consumer Goods Professional • Commodities Clerk • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Accounting Specialist at Maricopa County
Location:
Phoenix, Arizona Area
Industry:
Government Administration
Work history:
Maricopa County Accounting Specialistsince Dec 2012Maricopa County Estate AdministratorMay 2011 - Dec 2012
Skills:
Microsoft Office, Microsoft Excel, Accounting
Certifications:
Licensed Fiduciary, AZ Supreme Court
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Fiduciarys near Albuquerque, NM03691215Santa Fe


Fiduciarys around Albuquerque, NM

Santa Fe  (13)

Fiduciarys in New Mexico

Sub-specializations

Executor  (5)
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