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Fiduciarys in Alabama

Fiduciarys in Birmingham, AL

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97 results found

Kip Nesmith Birmingham, AL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Board Member • Management Team Executive • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Office:
Burr & Forman LLP
420 North 20Th Street, Suite 3400, Birmingham, AL 35203
Phone:
(205) 458-5491 (Phone)
Specialties:
Banking & Financial Institution Disputes, Fiduciary, Trust & Estate Litigation
ISLN:
917438828
Admitted:
2003, Alabama
Biography:
Kip has broad experience in general commercial and securities litigation, ranging from complex...
Full Profile

Joseph Kerr Birmingham, AL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Juris Doctor • Copy Desk Chief • Copy Editor • Editing Professional • Writing and Editing Professional • Writer and Editor • Non-Profit • Counselor • Advisor

Experience & Education

Office:
Friedman, Dazzio, Zulanas & Bowling, P.C.
3800 Corporate Woods Drive, Birmingham, AL 35242
Phone:
(205) 278-7006 (Phone), (205) 278-7001 (Fax)
Specialties:
Civil Litigation, Mass Torts
ISLN:
919601114
Admitted:
Alabama and U.S. District Court, Northern, Middle and Southern Districts of Alabama
Biography:


Joe Kerr's practice is devoted to civil litigation, with an emphasis on mass torts,...
Full Profile

Joseph Letzer Birmingham, AL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Speaker • Spokesperson • Representative • Chief Executive

Experience & Education

Office:
Burr & Forman LLP
420 North 20Th Street, Suite 3400, Birmingham, AL 35203
Phone:
(205) 458-5212 (Phone)
Specialties:
Non-Compete & Trade Secrets, Commercial Litigation
ISLN:
905500759
Admitted:
1975, Alabama, 2001, Texas
Biography:
Joe is the Chair of the firm's Litigation section. He specializes in complex commercial and...
Full Profile

William Long Birmingham, AL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Juris Doctor • Accounting Bookkeeper • Bookkeeper • Chief Executive

Experience & Education

Office:
Burr & Forman LLP
420 North 20Th Street, Suite 3400, Birmingham, AL 35203
Phone:
(205) 458-5445 (Phone)
Specialties:
Non-Compete & Trade Secrets, Banking & Financial Institution Disputes
ISLN:
917518247
Admitted:
2003, Alabama, 2004, Mississippi
Biography:
J. practices in the firm's general litigation group, focusing on securities, real property, title...
Full Profile

Thad Davis Birmingham, AL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Commissioner • Mediator • Copy Editor • Editing Professional • Writing and Editing Professional • Writer and Editor

Experience & Education

Office:
The Law Offices of Davis & Davis, LLC
300 Vestavia Parkway, Suite 2300, Birmingham, AL 35216
Mailing Address:
P.O. Box 43366, Birmingham, AL, 35243
Phone:
(205) 598-5034 (Phone)
Specialties:
Trusts and Estates, Estate Litigation
ISLN:
915610677
Admitted:
2000, Alabama
Biography:
Graduate Editor, Florida Tax Review, 2000-2001. Recipient, Full-Tuition John W. Thatcher Graduate...
Full Profile

Vincent Graffeo Birmingham, AL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Executive Compensation • Director • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Senator • Legislator • Research Editor • Technical Editor • Technical Communicator • Author • Psychologist • Property Manager • Real Estate Manager • Managers • Student Worker • Psychology Specialist

Experience & Education

Office:
Burr & Forman LLP
420 North 20Th Street, Suite 3400, Birmingham, AL 35203
Phone:
(205) 458-5333 (Phone)
Specialties:
Non-Compete & Trade Secrets, "Bet the Company" Litigation
ISLN:
917773547
Admitted:
2003, Alabama, US Supreme Court
Biography:
V. J. Graffeo, an AV Preeminent Martindale-Hubbell rated attorney, practices in the area of...
Full Profile

Nancy Hughes Birmingham, AL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Lecturer • Postsecondary Teacher

Experience & Education

Office:
Hughes & Scalise, PC
600 Luckie Drive, Suite 310, Birmingham, AL 35223
Phone:
(205) 871-0300 (Phone), (207) 871-0450 (Fax)
Specialties:
Estate Planning, Trust Planning
ISLN:
901260459
Admitted:
1991, Alabama and U.S. District Court, Northern District of Alabama, 1995, U.S. Appeals, Eleventh Circuit
Biography:
Phi Kappa Phi. Listed in The Best Lawyers in America. Member, Cumberland Law Review, 1989-1991....
Full Profile

Robert Rutherford Birmingham, AL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Administrative Officer • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Office:
Burr & Forman LLP
420 North 20Th Street, Suite 3400, Birmingham, AL 35203
Phone:
(205) 458-5286 (Phone)
Specialties:
Appellate, Commercial Litigation
ISLN:
901917971
Admitted:
1983, Alabama
Biography:
Robert has represented a wide range of defendants in commercial lawsuits spanning the last...
Full Profile

Victor Hayslip Birmingham, AL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Referee • Judge • Executive Compensation • Director • Chief Executive • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Office:
Burr & Forman LLP
420 North 20Th Street, Suite 3400, Birmingham, AL 35203
Phone:
(205) 458-5255 (Phone)
Specialties:
Non-Compete & Trade Secrets, Banking & Financial Institution Disputes
ISLN:
906603497
Admitted:
1985, Alabama, US Court of Appeals for the Fourth Circuit
Biography:
Vic is chair of the firm's Commercial Litigation Practice Group. His practice focuses on...
Full Profile

Benjamin Coulter Birmingham, AL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Judge • Attorney At Law • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Editor • Board Member • Chief Executive • Management Team Executive • Operations Manager • Volunteer • Non-Profit • Master of Science • Sports Trainers

Experience & Education

Office:
Burr & Forman LLP
420 North 20Th Street, Suite 3400, Birmingham, AL 35203
Phone:
(205) 458-5420 (Phone)
Specialties:
Non-Compete & Trade Secrets, Commercial Litigation
ISLN:
921295653
Admitted:
2010, Alabama, US Court of Appeals for the Eleventh Circuit
Biography:
Ben is a member of the firm's Commercial Litigation group where his clients include community,...
Full Profile

Ashley Neese Birmingham, AL

Professions & Specialties

Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Office:
Dominick Feld Hyde, P.C.
1130 Twenty-Second Street South, Birmingham, AL 35205
Phone:
(205) 545-8237 (Phone)
Specialties:
Commercial Litigation, Corporate Law
ISLN:
918598378
Admitted:
2005, Alabama
Biography:
Ashley L. Neese has extensive trial experience in such varied areas as estate and probate matters,...
including breach of fiduciary duty
Full Profile

Thomas Selden Birmingham, AL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Construction • Contractor • Volunteer • Non-Profit • Design Professional • Design Expert • Owner • Chief Administrative Officer • Chief Executive • Author • Sales Agent • Sales Representative • Fisher • Independent Business Owners

Experience & Education

Office:
Starnes Davis Florie LLP
100 Brookwood Place, 7Th Floor, Birmingham, AL 35209
Mailing Address:
P.O. Box 598512, Birmingham, AL, 35259-8512
Phone:
(205) 868-6021 (Phone)
Specialties:
Business Litigation, Construction Litigation
ISLN:
903862194
Admitted:
1987, Alabama, U.S. Court of Appeals, 11th Circuit
Biography:
Tom is a partner at Starnes Davis Florie, and has been with the firm since 1986.
Full Profile

Mitchel Boles Birmingham, AL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Office:
Gilpin Givhan, PC
3595 Grandview Parkway, Suite 400, Birmingham, AL 35243
Phone:
(205) 547-5554 (Phone), (205) 547-5621 (Fax)
Specialties:
Employment Law, Commercial Law
ISLN:
910062280
Admitted:
1996, Alabama
Biography:
Co-Author: with Susan Pace Hamill, "Agency Powers and Fiduciary Duties under the Alabama Limited...
Full Profile

James Walsh Birmingham, AL

Professions & Specialties

Criminal Defense Lawyer • Fiduciary • Defense Attorney • Lawyers • Trust Law Attorney • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Army Lieutenant Colonel • Chairperson • Chief Executive • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Office:
Rumberger, Kirk & Caldwell Professional Association
2204 Lakeshore Drive, Suite 125, Birmingham, AL 35209
Phone:
(205) 327-5550 (Phone)
Specialties:
Product Liability, Commercial Litigation
ISLN:
902979145
Admitted:
1976, Alabama, U.S. Supreme Court
Biography:
Jimmy Walsh primarily focuses his litigation practice in the areas of commercial litigation,...
Full Profile

William Davis Birmingham, AL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Contractor • Independent Business Owners

Experience & Education

Office:
Starnes Davis Florie LLP
100 Brookwood Place, 7Th Floor, Birmingham, AL 35209
Mailing Address:
P.O. Box 598512, Birmingham, AL, 35259-8512
Phone:
(205) 868-6060 (Phone)
Specialties:
General Civil Litigation, Long Term Care & Nursing Home Litigation
ISLN:
920164769
Admitted:
2008, Alabama, U.S. District Court, Northern District of Alabama
Biography:
Practice

Will's practice is largely devoted to representing healthcare providers in...
Full Profile

Elizabeth Shirley Birmingham, AL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Police • Juris Doctor • Copy Desk Chief • Copy Editor • Editing Professional • Writing and Editing Professional • Writer and Editor

Experience & Education

Office:
Burr & Forman LLP
420 North 20Th Street, Suite 3400, Birmingham, AL 35203
Phone:
(205) 458-5186 (Phone)
Specialties:
Non-Compete & Trade Secrets, Commercial Litigation
ISLN:
916655240
Admitted:
2000, Alabama, 2001, Mississippi
Biography:
Elizabeth is a partner at the firm. Her practice includes commercial litigation, arbitrations,...
Full Profile

Debra Mackey Birmingham, AL

Professions & Specialties

Trust Law Attorney • Lawyers • Executive Compensation • Chief Executive • Chairperson • Editor • Copy Desk Chief • Copy Editor • Editing Professional • Writing and Editing Professional • Writer and Editor • Juris Doctor

Experience & Education

Office:
Burr & Forman LLP
420 North 20Th Street, Suite 3400, Birmingham, AL 35203
Phone:
(205) 458-5484 (Phone)
Specialties:
Employee Benefits, Tax Law
ISLN:
905558835
Admitted:
1982, Alabama, U.S. District Court for the Northern District of Alabama
Biography:
Debra is Burr & Forman's ERISA veteran. Her expertise derives from assisting clients with the tax...
..assisting clients with the tax and fiduciary aspects of employee benefits for over 25..
Full Profile

Angela Davidson Birmingham, AL

Professions & Specialties

Paralegal • Litigation Support Specialist • Fiduciary • Law Specialist • Trust Law Attorney • Lawyers • Generalist • Security • Compliance Officer • Analyst • Analysts • Human Resources Specialist • Recruitment • Accounts Payable • Accounts Payable Specialist • Bank Examiner • Financial Compliance Examiner • Auditor • Psychologist • Vice President • Director of Quality Control • Chief Administrative Officer • Chief Executive • Compliance Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Psychology Specialist

Experience & Education

Position:
Paralegal at Hughes & Scalise, P.C.
Title:
Paralegal - Hughes & Scalise, P.C.
Location:
Birmingham, Alabama Area
Industry:
Law Practice
Work history:
Hughes & Scalise, P.C. - Birmingham, ALParalegalsince Sep 2009Bank of Hawaii Vice President and Compliance Officer - Investment Services Compliance & Risk ManagementSep 2008 - Sep 2009
Skills:
Compliance, Risk Management, Trust Accounting, Quality Assurance, Probate, AML, Asset Management,...
Languages:
sign language (alphabet only)
Certifications:
CFIRS (Certified Fiduciary & Investment Risk Specialist), Cannon Financial Institute
Full Profile

Bob Ellerbrock Birmingham, AL

Professions & Specialties

Law Specialist • Fiduciary • Lawyers • Trust Law Attorney • Operations Manager

Experience & Education

Position:
Attorney at Balch & Bingham LLP, Employee Benefits Attorney at Constangy, Brooks and Smith
Title:
Attorney at Balch & Bingham LLP
Location:
Birmingham, Alabama Area
Industry:
Law Practice
Work history:
Balch & Bingham LLP - Birmingham, Alabama AreaAttorneysince May 2013Constangy, Brooks and Smith Employee Benefits Attorneysince Nov 2006
Skills:
Employee Benefits, Pensions, Fiduciary, ERISA, Employment Contracts, Tax, Litigation, Legal...
Full Profile

Marshall Rathmell Birmingham, AL

Professions & Specialties

Fiduciary • Jurist • Trust Law Attorney • Lawyers • Legal Counsel • Manager • Operations Manager • Financial Manager • Financial Planner • Financial Specialist • Financial Services Professional • Certified Financial Planner • Financial Management Analyst • Financial Services Sales Agent • Puchasing and Estimating Manager • Certified Public Accountant • Finance and Accounting Specialist • Auditor • Accounting Bookkeeper • Bookkeeper • Advisor • Business Administrator • Juris Doctor • Master of Business Administration

Experience & Education

Position:
Independent Wealth Manager / Financial Planner at Professional Asset Strategies LLC
Title:
Independent Wealth Manager / Financial Planner
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
Professional Asset Strategies LLC Independent Wealth Manager / Financial Plannersince Feb 2009Compass Bank Accounting Policy ManagerJul 2007 - Feb 2009
Full Profile

Nicki Jacobs Birmingham, AL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Human Resources Specialist • Recruitment • Director • Operations Manager • Representative • Construction • Governor • Government Administration Officer • Civil Servant

Experience & Education

Position:
Director of Human Resources at Ready Mix USA Mid South (a division of Cemex)
Title:
Director of Human Resources/14+ years experience
Location:
Birmingham, Alabama Area
Industry:
Construction
Work history:
Ready Mix USA Mid South (a division of Cemex) Director of Human Resourcessince Sep 1997
Skills:
Crystal Reports, SAP-HR, ABRA HR, Microsoft Office programs, Kronos, Timeforce, MAS 200/MAS 90, JD...
Full Profile

Tonia Matheny Birmingham, AL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Manager • Operations Manager • Instructor • Pedagogue • Financial Officer • Financial Manager • Chief Executive • Associate in Applied Science • Computer Software Professional • Software Developers • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Tax Manager at Royal Cup Coffee
Location:
Birmingham, Alabama Area
Industry:
Food & Beverages
Work history:
Royal Cup Coffee - Birmingham, Alabama AreaTax Managersince Jun 2008JFNB, LLP Professional AccountantAug 2007 - Jun 2008
Skills:
Tax, Payroll, Process Improvement, Financial Reporting, General Ledger, Accounting, Corporate Tax,...
Full Profile

Kris Anderson Birmingham, AL

Professions & Specialties

Associate Attorney • Fiduciary • Law Specialist • Lawyers • Trust Law Attorney • Paralegal • Baker • Chairperson • Operations Manager • Director of Operations • Chief Executive • Construction • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Computer Software Professional • Information Technology Specialist • Software Developers • IT Specialist • Marketing Professional • Advertising Sales Agent • Property Manager • Real Estate Manager

Experience & Education

Position:
Associate Attorney at Baker Donelson
Title:
Attorney at Baker Donelson
Location:
Birmingham, Alabama Area
Industry:
Law Practice
Work history:
Baker Donelson - Birmingham, Alabama AreaAssociate Attorneysince Aug 2011Grow VC International Limited U.S. Operations ManagerJan 2011 - Dec 2012
Languages:
German
Full Profile

Laura Hinton Birmingham, AL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Advisor • Chief Administrative Officer • Chairperson • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Advisor at Bridgeworth Financial
Title:
Financial Planner, Bridgeworth Financial
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
Bridgeworth Financial - 3800 Colonnade Pkwy. Ste 300 Birmingham Al. 35243Advisorsince May 2013
Skills:
Gap Analysis, Finance, Strategic Planning
Full Profile

Audrea Trawick Birmingham, AL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Marketing Director • Chief Executive • Pension Administrator • Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Founding Member • Corporate Executive • Financial Manager • Advisor • Puchasing and Estimating Manager • Graphic Designer

Experience & Education

Position:
Director of Marketing, Accredited Investment Fiduciary, Retirement Plan Specialist at Money...
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
Money Management Services, Inc. Director of Marketing, Accredited Investment Fiduciary, Retirement Plan Specialistsince May 1998
Skills:
Qualified Retirement Planning, Retirement Income Planning, Wealth Transfer Planning, Business...
Full Profile

Cliff Dew Birmingham, AL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Account Service Manager • Client Service Officer • Hospital Care Professional • Health Professional • Health Practitioner • Account Manager • Human Resources Specialist • Recruitment • Customer Service • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Certified Nurse Practitioner • Nurse Practitioner • Bachelor of Science • Project Managers

Experience & Education

Position:
Account Executive - Home Health at Gentiva Health Services
Location:
Birmingham, Alabama
Industry:
Hospital & Health Care
Work history:
Gentiva Health Services - Birmingham, Alabama AreaAccount Executive - Home Healthsince Mar 2011Maxim Healthcare Services - mobile, alabamaAccount ManagerFeb 2009 - Mar 2011
Full Profile

Audrea Trawick Birmingham, AL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Marketing Director • Chief Executive • Pension Administrator • Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Founding Member • Corporate Executive • Financial Manager • Advisor • Puchasing and Estimating Manager • Graphic Designer

Experience & Education

Position:
Director of Marketing, Accredited Investment Fiduciary, Retirement Plan Specialist at Money...
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
Money Management Services, Inc. Director of Marketing, Accredited Investment Fiduciary, Retirement Plan Specialistsince May 1998
Skills:
Qualified Retirement Planning, Retirement Income Planning, Wealth Transfer Planning, Business...
Full Profile

Embree Deason Birmingham, AL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Practice Manager • Health Services Manager • Advisor • Certified Financial Planner • Puchasing and Estimating Manager • Chief Administrative Officer • Financial Manager • Chief Executive

Experience & Education

Position:
Practice Manager at Bridgeworth Financial, Practice Manager at Bridgeworth Financial
Title:
Practice Manager at Bridgeworth Financial
Location:
Birmingham, Alabama
Industry:
Investment Management
Work history:
Bridgeworth Financial Practice Managersince May 2000Bridgeworth Financial - Birmingham, ALPractice Managersince May 2000
Skills:
Superior Client Service, Account Service, Office Administration, Business Process Design, Service...
Full Profile

Adam Atkinson Birmingham, AL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Supporting Member • Team Member • Manager • Operations Manager • Sports Trainer • Sports Trainers

Experience & Education

Position:
Investment Management Associate II at Wells Fargo Bank
Title:
Investment Management Associate at Wells Fargo Bank
Location:
Birmingham, Alabama Area
Industry:
Banking
Work history:
Wells Fargo Bank - Birmingham, Alabama AreaInvestment Management Associate IIsince May 2006Wachovia Bank - Birmingham, Alabama AreaWachovia Direct Access2004 - 2006
Full Profile

Tracie Barnes Birmingham, AL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Tax Accountant • Accounting Clerk • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Computer Network Consultant • Computer Consultant • IT Consultant • Clerical Specialist • Technical Specialist • Technical Support Specialists

Experience & Education

Title:
Fixed Asset Tax Accountant
Location:
Birmingham, Alabama Area
Industry:
Accounting
Work history:
Vulcan Materials Fixed Asset Tax AccountantAug 2009 - Sep 2012Cooke, Cameron, Travis and Company Staff AccountantJan 2006 - May 2009
Skills:
Excel, Tax Preparation, Property Tax
Full Profile

Jordan Lenger Birmingham, AL

Professions & Specialties

Attorney At Law • Fiduciary • Law Specialist • Lawyers • Trust Law Attorney • Paralegal • Judicial Law Clerk • Justice of The Peace • Administrative Court Justice • Administrative Law Attorney • Of Counsel • Jurist • Legal Counsel • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Supporting Member • Team Member • Researcher • Survey Researcher

Experience & Education

Position:
Attorney at Law at Lloyd Gray Whitehead & Monroe
Location:
Birmingham, Alabama Area
Industry:
Law Practice
Work history:
Lloyd Gray Whitehead & Monroe - Birmingham, Alabama AreaAttorney at Lawsince Dec 2012Maynard, Cooper & Gale, P.C. - Huntsville, Alabama AreaLitigation AssociateAug 2011 - Dec 2012
Full Profile

Sam Price Birmingham, AL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Outside Sales Representative • Sales Representative

Experience & Education

Position:
Retirement Plan Consultant at Money Management Services, Inc.
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
Money Management Services, Inc. Retirement Plan Consultantsince Feb 2010Buck Jones Nursery Outside Sales RepAug 2009 - Jan 2010
Full Profile

Natasha Sisk Birmingham, AL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Title:
Fiduciary Tax Administrator III at Wachovia, A Wells Fargo Company
Location:
Birmingham, Alabama Area
Industry:
Banking
Full Profile

John Dulin Birmingham, AL

Professions & Specialties

Law Specialist • Fiduciary • Lawyers • Trust Law Attorney • Partner • Chief Executive • Agent • Sales Representative

Experience & Education

Position:
Corporate Attorney at Maynard, Cooper & Gale, P.C.
Title:
Partner at Maynard, Cooper & Gale, P.C., Corporate Law
Location:
Birmingham, Alabama Area
Industry:
Law Practice
Work history:
Maynard, Cooper & Gale, P.C. Corporate Attorneysince Sep 1993
Full Profile

Bryan Reed Birmingham, AL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Compliance Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Project Managers

Experience & Education

Position:
VP, Insurance Compliance Manager at BBVA Compass
Title:
Investments, Insurance and Banking Compliance Professional
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
BBVA Compass - Birmingham, Alabama AreaVP, Insurance Compliance Managersince Nov 2008Regions Bank - Birmingham, ALVP, Fiduciary and Investment Compliance ManagerApr 2006 - Jul 2008
Skills:
Banking
Full Profile

Steve Nesbitt Birmingham, AL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chairperson • Vice President • Practice Leader • Chief Executive • Operations Manager

Experience & Education

Position:
President at SS Nesbitt and Company
Location:
Birmingham, Alabama Area
Industry:
Insurance
Work history:
SS Nesbitt and Company - 3500 Blue Lake Drive, Suite 120, Birmingham, AL 35243Presidentsince Jan 2000Hilb Rogal & Hobbs Vice PresidentApr 1988 - Dec 2000
Full Profile

Bryan Reed Birmingham, AL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Compliance Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Project Managers

Experience & Education

Position:
VP, Insurance Compliance Manager at BBVA Compass
Title:
Investments, Insurance and Banking Compliance Professional
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
BBVA Compass - Birmingham, Alabama AreaVP, Insurance Compliance Managersince Nov 2008Regions Bank - Birmingham, ALVP, Fiduciary and Investment Compliance ManagerApr 2006 - Jul 2008
Full Profile

Lee Lichtenstein Birmingham, AL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Executive Officer • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CEO at 401k Safe
Title:
CEO, 401k Safe
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
401k Safe CEOsince Jan 2008Amsource CEOJan 1990 - Jan 2010
Skills:
Personal Finance, Retirement Planning, 401k, Investments, Strategic Financial Planning, Wealth...
Full Profile

Shannon Elliotte Birmingham, AL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Family Wealth Advisor - Arlington Partners, LLC at Arlington Family Offices, Chief Fiduciary...
Title:
Family Wealth Advisor at Arlington Family Offices
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
Arlington Family Offices - Birmingham, Alabama AreaFamily Wealth Advisor - Arlington Partners, LLCsince Jan 2012Arlington Family Offices Chief Fiduciary Officer - Arlington Trust Companysince May 2010
Skills:
Estate Planning, Investments
Full Profile

Cheryl Brown Birmingham, AL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Coordinator • Advisor • Managers • Certified Financial Planner • Puchasing and Estimating Manager • Chief Administrative Officer • Financial Manager • Chief Executive • Master of Science

Experience & Education

Position:
Client Sevice Coordinator at Bridgeworth, LLC
Title:
Client Services Coordinator for Jeffrey T McCormack CFP® at Bridgeworth Financial
Location:
Birmingham, Alabama Area
Industry:
Investment Management
Work history:
Bridgeworth, LLC - Colonnade Parkway, BirminghamClient Sevice Coordinatorsince Feb 2011Grinkmeyer and Leonard Wealth Management - Birmingham, Alabama AreaFinancial Planning AssistantAug 2008 - Mar 2009
Full Profile

Denise Dauphin Birmingham, AL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Operating Officer • General and Operations Manager • Director of Operations • Operations Manager

Experience & Education

Position:
Principal at Accounting Economics & Appraisal Group
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
Accounting Economics & Appraisal Group Principalsince 2002Phillips Hitchner Group Shareholder & COO1998 - 2002
Skills:
Forensic Accounting, Trade Secrets, Valuation
Full Profile

Lee Lichtenstein Birmingham, AL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Executive Officer • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CEO at 401k Safe
Title:
CEO, 401k Safe
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
401k Safe CEOsince Jan 2008Amsource CEOJan 1990 - Jan 2010
Full Profile

Denise Morrison Birmingham, AL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Compliance Manager • Director of Quality Control • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Operations Manager

Experience & Education

Position:
SVP, Fiduciary & Investment Compliance Manager at Regions Financial Corporation
Location:
Birmingham, Alabama
Industry:
Financial Services
Work history:
Regions Financial Corporation SVP, Fiduciary & Investment Compliance Managersince Jul 2013Securities America, Inc. Member FINRA/SIPC Chief Compliance OfficerAug 2012 - Jun 2013
Full Profile

Michelle Harbison Birmingham, AL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Trust & Fiduciary Specialist at Wells Fargo
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
Wells Fargo Trust & Fiduciary Specialistsince Feb 2010Wells Fargo Bank Personal Trust Compliance AdministratorMay 2006 - Feb 2010
Full Profile

Robert Juneau Birmingham, AL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Accounting Clerk • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Student at University of Alabama at Birmingham
Location:
Birmingham, Alabama Area
Industry:
Accounting
Work history:
Fordham & Associates, P S Staff AccountantNov 2008 - Apr 2009Haynes Downard, LLP Staff AccountantJan 2007 - Apr 2008
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Amanda Yarbrough Birmingham, AL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Manager • Director of Quality Control • Operations Manager • Compliance Manager • Compliance Officer • Bank Examiner • Financial Compliance Examiner • Auditor • Inspector

Experience & Education

Position:
Fiduciary Risk Manager at IBERIA Wealth Advisors
Location:
Birmingham, Alabama
Industry:
Banking
Work history:
IBERIA Wealth Advisors - Birmingham, ALFiduciary Risk Managersince Oct 2011Regions Bank - Birmingham, ALSenior Compliance OfficerJan 2007 - Oct 2011
Skills:
CFIRS, CTFA
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James Meigs Birmingham, AL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Trust Support at Regions
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
Regions - Birmingham, ALTrust Supportsince Jul 1985
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Rodney Parker Birmingham, AL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Trust and Fiduciary Specialist at Wells Fargo Bank, Trust and Fiduciary Specialist at Wells Fargo
Title:
Trust and Fiduciary Specialist at Wells Fargo Bank
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
Wells Fargo Bank Trust and Fiduciary SpecialistWells Fargo Trust and Fiduciary Specialistsince 1999
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Mandy Yarbrough Birmingham, AL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Risk Officer • Chief Executive

Experience & Education

Title:
Fiduciary Risk Officer, Regions Bank
Location:
Birmingham, Alabama Area
Industry:
Banking
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Frederick Stickney Birmingham, AL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Supporting Member • Team Member

Experience & Education

Title:
Fiduciary Process Associate at Johnson Sterling
Location:
Birmingham, Alabama Area
Industry:
Investment Management
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