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Fiduciarys in Florida

Fiduciarys in Boca Raton, FL

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41 results found

Stuart Morris Boca Raton, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chairperson • Board Member • Chief Executive • Management Team Executive • Operations Manager • Speaker • Spokesperson • Representative • Accounting Bookkeeper • Bookkeeper

Experience & Education

Office:
Morris Law Group
7284 West Palmetto Park Road, Suite 101, Boca Raton, FL 33433
Phone:
(561) 750-3850 (Phone)
Specialties:
International Asset Protection, Asset Protection
ISLN:
902356137
Admitted:
1989, Florida
Biography:
Stuart R. Morris founded his own law firm, which later became the Morris Law Group, in 1991. Morris ...
Full Profile

Ellen Morris Boca Raton, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Law Specialist • Board Member • Chairperson • Chief Executive • Management Team Executive • Operations Manager • Secretary • Instructor • Pedagogue

Experience & Education

Office:
Elder Law Associates PA
7284 West Palmetto Park Road, Suite 101, Boca Raton, FL 33433
Phone:
(561) 750-3850 (Phone), (561) 750-4069 (Fax)
Specialties:
Medicaid Planning, Trusts and Estates
ISLN:
914883843
Admitted:
1990, Florida
Transactions:
Lawsuit for return of inheritance against a senior filed by her step-children, Outcome: The senior was able to keep her inheritance.
Biography:
Ellen S. Morris is a partner in the law firm of Elder Law Associates PA. She was admitted to...
Full Profile

Charles Rubin Boca Raton, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Tax Law Attorney • Financial Regulation Attorney • Associate Professor • Lecturer • Postsecondary Teacher • Tour Guide

Experience & Education

Office:
Gutter Chaves Josepher Rubin Forman Fleisher Miller P.A.
2101 Corporate Boulevard, Suite 107, Boca Raton, FL 33431
Phone:
(561) 998-7847 (Phone), (561) 998-2642 (Fax)
Specialties:
Trusts and Estates, Taxation
ISLN:
901955126
Admitted:
1983, Florida and U.S. Tax Court
Biography:
Listed: Top Lawyers in South Florida; Who's Who in American Law; Super Lawyers; The Best Lawyers in ...
Full Profile

Yoshimi Smith Boca Raton, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Board Member • Chairperson • Project Managers • Management Team Executive • Operations Manager • Chief Executive • Tour Guide

Experience & Education

Office:
Beller Smith, PL
2101 Nw Corporate Boulevard, Suite 316, Boca Raton, FL 33431
Phone:
(561) 994-4316 (Phone), (561) 423-2728 (Fax)
Specialties:
Probate, Ancillary Probate
ISLN:
919289565
Admitted:
1999, New York, 2004, Florida
Biography:
Yoshimi O. Smith has over 11 years of experience in the area of estate and trust planning and...
Full Profile

Gregory Bloshinsky Boca Raton, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Office:
Morris Law Group
7284 West Palmetto Park Road, Suite 101, Boca Raton, FL 33433
Phone:
(561) 750-3850 (Phone)
Specialties:
Asset Protection, International Asset Protection
ISLN:
910258225
Admitted:
1995, Florida
Biography:
Gregory S. Bloshinsky concentrates his practice in the areas of wills, trusts and estates. He...
Full Profile

Maurice Arcadier Boca Raton, FL

Professions & Specialties

Receivership • Fiduciary • Criminal Defense Lawyer • Bankruptcy Attorney • Financial Regulation Attorney • Lawyers • Trust Law Attorney • Defense Attorney • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Investor • Security • Human Resources Specialist • Recruitment

Experience & Education

Office:
Arcadier & Associates, P.A.
433 Plaza Real, Suite 275, Boca Raton, FL
Specialties:
Affirmative Action, Age Discrimination
ISLN:
912875383
Admitted:
1997
Full Profile

Norman Fleisher Boca Raton, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Office:
Gutter Chaves Josepher Rubin Forman Fleisher Miller P.A.
2101 Corporate Boulevard, Suite 107, Boca Raton, FL 33431
Phone:
(561) 705-0208 (Phone), (561) 998-2642 (Fax)
Specialties:
Trust Litigation, Contested Trusts and Estates
ISLN:
901125581
Admitted:
1992, Florida and U.S. District Court, Southern District of Florida
Biography:
Phi Beta Kappa. Member, University of Miami Law Review. Lecturer, Probate Process and Guardianship...
Full Profile

Amy Beller Boca Raton, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Office:
Beller Smith, PL
2101 Nw Corporate Boulevard, Suite 316, Boca Raton, FL 33431
Phone:
(561) 994-4316 (Phone), (561) 423-2728 (Fax)
Specialties:
Estate Litigation, Estate Administration
ISLN:
900974487
Admitted:
1993, New York, 1998, Florida
Full Profile

Robert Pearce Boca Raton, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Law Specialist • Jurist • Legal Counsel • Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Trader

Experience & Education

Office:
The Law Offices of Robert Wayne Pearce, P.A.
1499 West Palmetto Park Road, Suite 400, Boca Raton, FL 33486
Phone:
(561) 338-0037 (Phone), (561) 338-9310 (Fax)
Specialties:
Arbitration, Agents and Brokers Liability
ISLN:
904537107
Admitted:
1980, New York, 1982, Florida
Biography:
Mr. Pearce has over 30 years experience representing investors and brokers. He provides skillful...
Full Profile

Alan Rosenthal Boca Raton, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chairperson • Chief Executive • Editorial Assistant • Editing Professional • Writing and Editing Professional • Writer and Editor

Experience & Education

Office:
Redgrave & Rosenthal LLP
120 East Palmetto Park Road, Suite 400, Boca Raton, FL 33432
Phone:
(561) 347-1700 (Phone), (561) 391-9944 (Fax)
Specialties:
Estate Planning, Estate and Trust Administration
ISLN:
910067704
Admitted:
1996, New York and Florida
Biography:
Associate Editor, 1993-1994, Business Editor, 1994-1995, Buffalo Law Review.
Full Profile

Robert Sheres Boca Raton, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Construction • Speaker • Volunteer • Spokesperson • Representative • Non-Profit • Board Member • Management Team Executive • Operations Manager • Farmworker

Experience & Education

Office:
The DuBosar Law Group, P.A.
1800 North Military Trail, Suite 470, Boca Raton, FL 33431
Phone:
(561) 544-8980 (Phone), (561) 544-8988 (Fax)
Specialties:
Commercial Litigation, Banking Litigation
ISLN:
920756308
Admitted:
2008, Florida, 2009, U.S. District Court, Southern District of Florida
Biography:
Most Effective Lawyer of 2010 in Arbitration (Selected by the Daily Business Review); Most...
Full Profile

Paul Singerman Boca Raton, FL

Professions & Specialties

Judge • Of Counsel • Bankruptcy Attorney • Lawyers • Fiduciary • District Court Judge • Jurist • Legal Counsel • Financial Regulation Attorney • Trust Law Attorney • Representative • Recognition • Guide • Speaker • Moderator • Security • Tour Guide • Spokesperson • Advisor • Chairperson • Treasurer • Director • Chief Executive Officer • Business Leader • Chief Executive • Financial Officer • Financial Manager • Operations Manager • Corporate Executive • Secretary • Certified Nurse Aide • Nurse • Nurse Practitioner • Author • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Homebuilder • Builder • Construction Laborer • Construction Specialist • Lecturer • Postsecondary Teacher • Bachelor of Electrical Engineering • Racer • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Advertising Professional • Advertising Sales Agent • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Hunter

Experience & Education

Office:
Berger Singerman LLP
2650 North Military Trail, Suite 240, Boca Raton, FL 33431
Phone:
(305) 714-4343 (Phone)
Specialties:
Aviation, Bankruptcy-Related Litigation
ISLN:
903682280
Admitted:
1983, Florida, U.S. Supreme Court
Biography:
Paul Steven Singerman is Co-Chair of the firm and concentrates his practice in troubled loan...
Full Profile

Jerome Wolf Boca Raton, FL

Professions & Specialties

Fiduciary • Paralegal • Litigation Support Specialist • Legal Aide • Trust Law Attorney • Entertainment Professional • Entertainer • Chairperson • Project Managers • Chief Executive • Draughtsman • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Guide • Speaker • Investor • Tour Guide • Spokesperson • Representative • Athletes • Lecturer • Postsecondary Teacher • Psychologist • Medical Practice Professional • Medical Practitioner • Author • Editor • Drafter • Psychology Specialist

Experience & Education

Office:
Duane Morris LLP
5100 Town Center Circle, Suite 650, Boca Raton, FL 33486
Phone:
(561) 962-2111 (Phone), (561) ***-**** (Phone)
Specialties:
Tax and Estate Planning, Trusts and Estates
ISLN:
902661545
Admitted:
1974, New York, 1984, Florida
Biography:
Jerome L. Wolf, P.L. has more than 30 years of experience as a trusts and estates lawyer and...
Full Profile

William Shaheen Boca Raton, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Representative • Supporting Member • Speaker • Team Member • Spokesperson • Supplier • Sales Person • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Partner • Board Member • Chief Executive • Management Team Executive • Operations Manager • School Principal • School Administrator • Educational Manager • Baker • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Office:
Berger Singerman LLP
2650 North Military Trail, Suite 240, Boca Raton, FL 33431
Phone:
(561) 893-8732 (Phone)
Specialties:
Corporate, Mergers & Acquisitions
ISLN:
915999444
Admitted:
1993, Florida, U.S. District Court for the Southern District of Florida
Biography:
William Shaheen concentrates his practice in corporate law, tax, and estate planning. He serves as...
Full Profile

Jeffrey Kahn Boca Raton, FL

Professions & Specialties

Fiduciary • Corporate Counsel • Trust Law Attorney • Lawyers • Legal Counsel • Executive Compensation • Chairperson • Founder • Chief Executive • Founding Member • Lecturer • Postsecondary Teacher • Author • Recognition • Sales Person • Buyer • Sales Representative • Buyer and Seller

Experience & Education

Office:
Greenberg Traurig, LLP
5100 Town Center Circle, Suite 400, Boca Raton, FL 33486
Phone:
(561) 955-7635 (Phone), (561) 367-6235 (Fax)
Specialties:
Global Benefits & Compensation, Tax
ISLN:
906058990
Admitted:
1977, New York, 1978, Florida
Biography:
Jeffrey S. Kahn focuses his practice on employee benefits, executive compensation, and the design,...
Full Profile

Geoffrey Cahen Boca Raton, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Supporting Member • Recognition • Construction • Representative • Team Member • Board Member • Management Team Executive • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sales Person • Sales Representative

Experience & Education

Office:
Greenberg Traurig, LLP
5100 Town Center Circle, Suite 400, Boca Raton, FL 33486
Phone:
(561) 955-7613 (Phone), (561) 338-7099 (Fax)
Specialties:
Litigation
ISLN:
917212602
Admitted:
2003, New York, 2005, Florida
Biography:
Geoffrey M. Cahen is a securities, commercial and trusts/estates litigator who focuses his practice ...
Full Profile

Howard Krooks Boca Raton, FL

Professions & Specialties

Of Counsel • Lawyers • Chief Judge • Fiduciary • Jurist • Legal Counsel • Judge • Trust Law Attorney • Partner • Board Member • Vice President • Chairperson • Treasurer • Chief Executive • Management Team Executive • Operations Manager • Financial Officer • Financial Manager • Governor • Government Administration Officer • Civil Servant • Associate Professor • Adjunct Instructor • Instructor • Pedagogue • Lecturer • Postsecondary Teacher • Secretary

Experience & Education

Office:
Elder Law Associates PA
7284 West Palmetto Park Road, Suite 101, Boca Raton, FL 33433
Phone:
(561) 750-3850 (Phone), (561) 750-4069 (Fax)
Specialties:
Elder Law, Estate Planning
ISLN:
905725671
Admitted:
1990, New York, 2004, Florida
Biography:
Howard S. Krooks is a partner of Elder Law Associates PA and Of Counsel to Amoruso & Amoruso, LLP...
Full Profile

Tracy Gerber Boca Raton, FL

Professions & Specialties

Fiduciary • Arbitrator • Trust Law Attorney • Lawyers • Referee • Judge • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Administrative Officer • Chief Executive • Counselor • Speaker • Recognition • Team Member • Advisor • Spokesperson • Representative

Experience & Education

Office:
Greenberg Traurig, LLP
5100 Town Center Circle, Suite 400, Boca Raton, FL 33486
Phone:
(561) 955-7600 (Phone), (561) 338-7099 (Fax)
Specialties:
Securities Litigation, Labor & Employment Litigation
ISLN:
900098039
Admitted:
1994, Florida, U.S. District Court for the Southern District of Florida
Biography:
Tracy L. Gerber is a Shareholder in the firm's Palm Beach County offices where she is a member of...
Full Profile

Laurence Blair Boca Raton, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Philanthropy Professional • Philanthrope • Representative • Moderator • Advisor • Volunteer • Non-Profit • Treasurer • Chairperson • Financial Officer • Financial Manager • Chief Executive • Social Workers

Experience & Education

Office:
Greenspoon Marder
2255 Glades Road, Suite 414-E, Boca Raton, FL 33431
Phone:
(561) 994-2212 (Phone)
Specialties:
Corporate & Business, Guardianship
ISLN:
910518466
Admitted:
1993, New York, 1994, Florida
Biography:
Laurence "Larry" I. Blair is a shareholder at Greenspoon Marder and has been with the firm since...
Full Profile

Rebecca Distefano Boca Raton, FL

Professions & Specialties

General Counsel • Fiduciary • Of Counsel • Jurist • Legal Counsel • Trust Law Attorney • Lawyers • Psychologist • Chief Executive • Chief Executive Officer • Executive Compensation • Board Member • Corporate Executive • Management Team Executive • Operations Manager • Entertainment Professional • Entertainer • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Representative • Volunteer • Recognition • Team Member • Investor • Speaker • Non-Profit • Spokesperson • Master of Science • Author • Psychology Specialist

Experience & Education

Office:
Greenberg Traurig, LLP
5100 Town Center Circle, Suite 400, Boca Raton, FL 33486
Phone:
(561) 955-7654 (Phone), (561) 367-6254 (Fax)
Specialties:
Corporate & Securities, Private Investment Funds and Investors
ISLN:
914336349
Admitted:
1999, Florida
Biography:
Rebecca G. DiStefano concentrates her practice in the areas of securities regulation, corporate...
Full Profile

Amy Beller Boca Raton, FL

Professions & Specialties

Executor • Trust Law Attorney • Lawyers • Judicial Law Clerk • Managing Partner • Partner • Chief Executive • Project Managers • Project Manager • Representative • Team Member • Juris Doctor

Experience & Education

Company:
Beller Smith, PL
Address:
2101 Nw Corporate Blvd Suite 316, Boca Raton, FL 33431 - Property Information
Phone:
(561) 994-4316 (Office)
Specialties:
Trusts - 40%(28 years, 100+ cases)
Probate - 40%(28 years, 100+ cases)
Licenses:
Florida - Member in Good Standing     1998
New York - Currently registered     1993
Experience:
Managing Partner at Beller Smith PL     2008-present
Partner at Miller & O'Neill     2006-2008
School:
Hofstra University School of Law     1992
Degree:
JD - Juris Doctor - Law
Languages:
English
Awards:
Legal Elite - Florida Trend Magazine     2013
Super Lawyer - SuperLawyers     2013
Associations:
Palm Beach County Bar Association - Chair, Probate Committee     2013-present
South Palm Beach Bar Association - Member     2006-present

I was born and raised in Bellmore, NY (Long Island), and graduated from Hofstra University (1986)...

Full Profile

Ruben Socarras Boca Raton, FL

Professions & Specialties

Articled Clerk • Law Specialist • Fiduciary • Associate Attorney • Attorney General • Lawyers • Trust Law Attorney • Managing Member • Founder • Partner • Board Member • Chairperson • Manager • Operations Manager • Founding Member • Chief Executive • Management Team Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Non-Profit

Experience & Education

Office:
Marshall Socarras Grant, P.L.
197 South Federal Highway, Suite 300, Boca Raton, FL 33432
Phone:
(561) 361-1000 (Phone), (561) 672-7581 (Fax)
Specialties:
Commercial Litigation, Business Law
ISLN:
918303446
Admitted:
2004, Florida
Biography:
Ruben E. Socarras, Esq., a founder and managing member of the firm, is an AV®...
Full Profile

Mayrav Bond Boca Raton, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Supporting Member • Doorman • Speaker • Team Member • Personal Care Aide • Spokesperson • Representative • Author

Experience & Education

Office:
Duane Morris LLP
5100 Town Center Circle, Suite 650, Boca Raton, FL 33486
Phone:
(561) 962-2100 (Phone), (561) 962-2101 (Fax)
Specialties:
Tax Law, Trusts and Estates
ISLN:
918250696
Admitted:
1998, New York, 2005, Florida
Biography:
Mayrav Bond practices in the area of estate planning. Ms. Bond advises high net worth individuals...
Full Profile

Andrea Shwayri Boca Raton, FL

Professions & Specialties

Lawyers • Fiduciary • Judicial Law Clerk • Judge • Summer Associate • Trust Law Attorney • Paralegal • Supporting Member • Construction • Recognition • Team Member • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Office:
Greenberg Traurig, LLP
5100 Town Center Circle, Suite 400, Boca Raton, FL 33486
Phone:
(561) 650-7900 (Phone), (561) 655-6222 (Fax)
Specialties:
Litigation
ISLN:
919797565
Admitted:
2008, Florida, U.S. Court of Appeals for the Eleventh Circuit
Biography:
Andrea Shwayri is a litigation associate in the Palm Beach County offices of Greenberg Traurig. She ...
Full Profile

Sean Lebowitz Boca Raton, FL

Professions & Specialties

Fiduciary • Advocate • Trust Law Attorney • Lawyers • Jurist • Legal Counsel • Editor • Speaker • Volunteer • Spokesperson • Representative • Non-Profit • Senator • Legislator • Board Member • Management Team Executive • Operations Manager

Experience & Education

Office:
Gutter Chaves Josepher Rubin Forman Fleisher Miller P.A.
2101 Corporate Boulevard, Suite 107, Boca Raton, FL 33431
Phone:
(561) 998-7847 (Phone), (561) 998-2642 (Fax)
Specialties:
Probate, Trust and Guardianship Litigation, Guardianship Administration
ISLN:
919839180
Admitted:
2007, Florida
Biography:
Sean Lebowitz is an attorney at Gutter Chaves Josepher Rubin Forman Fleisher Miller P.A. where he...
Full Profile

James Herb Boca Raton, FL

Professions & Specialties

Fiduciary • Mediator • Arbitrator • Trust Law Attorney • Lawyers • Referee • Judge • Author • Lecturer • Postsecondary Teacher • Chairperson • Chief Executive • Butler • Coordinator • Personal Care Aide • Managers

Experience & Education

Office:
Herb Law Firm, Chartered
2200 Corporate Boulevard, N.w. (Palm Beach County), Suite 315, Boca Raton, FL 33431
Phone:
(561) 923-0712 (Phone)
Specialties:
Probate, Trust and Guardianship Litigation, Mediation
ISLN:
906535613
Admitted:
1978, Florida
Biography:
Phi Kappa Phi; Phi Delta Phi. Author, 1998, Florida Probate Directory. Co-Author: Chapter 3,...
Full Profile

Lawrence Miller Boca Raton, FL

Professions & Specialties

Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Philanthrope • Non-Profit • Chief Executive

Experience & Education

Office:
Gutter Chaves Josepher Rubin Forman Fleisher Miller P.A.
2101 Corporate Boulevard, Suite 107, Boca Raton, FL 33431
Phone:
(561) 705-0208 (Phone)
Specialties:
Trusts and Estates, Estate Planning
ISLN:
904784495
Admitted:
1977,Georgia(inactive), 1977,Florida
Biography:
Larry Miller is a partner at Gutter Chaves Josepher Rubin Forman Fleisher Miller P.A. and...
and fiduciary litigation
Full Profile

Craig Richman Boca Raton, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Yoga Instructor • Aerobics Instructor • Group Fitness Instructor • Health and Fitness Teacher • Sports Trainer • Sports Trainers • Advisor • Analyst • Analysts

Experience & Education

Title:
Independent Holistic Financial Advisor | Accredited Investment Fiduciary Analyst | Registered Yoga Teacher
Location:
Boca Raton, Florida
Industry:
Investment Management
Skills:
Asset Management, Portfolio Management, Investment Management, Retirement Planning, Wealth...
Certifications:
Certified Yoga Teacher (RYT200), Yoga Journey
Full Profile

Felix Rosado Boca Raton, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Banker • Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Customer Service

Experience & Education

Position:
Regional Bank Private Banker at Wells Fargo Bank
Title:
Regional Private Banker, AVP
Location:
Boca Raton, Florida
Industry:
Banking
Work history:
Wells Fargo Bank - Regency Court, Boca Raton, FLRegional Bank Private Bankersince Oct 2011Wells Fargo - Boynton Beach, FlManagerOct 2010 - Oct 2011
Skills:
Investments, Series 63, Finance, Small Business Lending, Insurance, Salesforce.com, Series 7,...
Full Profile

Lisa Alvarez Boca Raton, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Supervisor • Counselor • Supporting Member • Managers • Advisor • Team Member • Tax Accountant • Property Appraiser • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Tax Supervisor at Tax Solutions Group
Location:
Boca Raton, Florida
Industry:
Accounting
Work history:
Tax Solutions Group - Boca Raton, FLTax Supervisorsince Jul 2013McCurry & Company, CPA's - Boca Raton, FLSenior Tax AccountantAug 2008 - Jul 2013
Languages:
English, Spanish
Certifications:
Certified Public Accountant, Florida
Full Profile

Adam Workman Boca Raton, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Chief Executive • Advisor

Experience & Education

Title:
Vice President and Trust and Fiduciary Specialist at Wells Fargo
Location:
Boca Raton, Florida
Industry:
Banking
Work history:
Wachovia Bank - Boca Raton, FloridaVice President and Senior Trust AdvisorSep 2004 - Oct 2009SunTrust Bank Vice President/Trust OfficerMay 1997 - Sep 2000
Skills:
Banking, Relationship Management of Trust/Investment Management Accounts
Full Profile

Anthony Horky Boca Raton, FL

Professions & Specialties

Law Specialist • Lawyers • Fiduciary • Trust Law Attorney • Construction • Supporting Member • Team Member • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Senior Associate • Research Scientist • Certified Nurse Aide • Nurse • Nurse Practitioner • Chief Executive

Experience & Education

Position:
Attorney at Anthony J. Horky, P.A.
Title:
Anthony J. Horky, P.A.
Location:
Boca Raton, Florida
Industry:
Law Practice
Work history:
Anthony J. Horky, P.A. - 2255 Glades Road, Suite 324A, Boca Raton, FL 33431Attorneysince Jul 2011Mombach, Boyle & Hardin Senior Associate AttorneyMay 2005 - Jul 2011
Skills:
Commercial Litigation, commercial evictions, Contract Negotiation, Real Estate and Litigation,...
Full Profile

Marien Jamshidi Boca Raton, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Accounting Clerk • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Tax Preparer • Controller • Accounts Payable • Accounts Payable Specialist • Public Accountant • Tax Accountant • Manager • Vice President • Operations Manager • Chief Executive • Office Assistant • Analyst • Business Administrator • Team Member • Office Clerk • Clerical Specialist • Analysts • Master of Business Administration

Experience & Education

Position:
Staff Accountant at Brian Lynn, CPA, PA
Location:
Boca Raton, Florida
Industry:
Accounting
Work history:
Brian Lynn, CPA, PA - Plantation, FloridaStaff Accountantsince Jan 2013Passariello & Staiano, CPA, PA - Fort Lauderdale, FloridaStaff AccountantNov 2011 - Aug 2012
Certifications:
Certified Public Accountant, Florida Department of Professional Regulation
Full Profile

Debi Beaulieu Delray Beach, FL

Professions & Specialties

Law Specialist • Lawyers • Trust Law Attorney • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive • Underwriter • Production Manager • Office Assistant • Office Clerk • Clerical Specialist • Agent • Sales Representative • Software Developer • Software Developers • Passenger Vehicle Driver • Motor Transportation Operator • Motor Vehicle Operator

Experience & Education

Position:
Accounting at Beaulieu Law Group
Title:
Accounting @ Beaulieu Law Group
Location:
Delray Beach, Florida
Industry:
Law Practice
Work history:
Beaulieu Law Group - Delray Beach FLAccountingsince Nov 2009Program underwriters LLC - Coral Springs FLP&C UnderwriterAug 2007 - Nov 2008
Skills:
Underwriting, Property & Casualty Insurance, Commercial Insurance, excell, Liability Analysis,...
Certifications:
Licensed Agent - Property & Casualty, 2-20
Fiduciary
Full Profile

Ursula Auger Boca Raton, FL

Professions & Specialties

Trust Law Attorney • Lawyers • Manager • Operations Manager • Financial Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Master of Business Administration • Bachelor of Business Administration • Financial Analyst

Experience & Education

Work

Company:
Abbot downing - Palm Beach, FL
Investment manager
Company:
Citibank international personal banking - Fort Lauderdale, FL
Investment analyst

Skills

Asset Allocation, Portfolio Management, Wealth Management, Alternative Investments, High Net Worth...
Full Profile

Kelly Kesner Atlanta, GA

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyers • Legal Counsel • Agent • Sales Representative • Investment Analyst • Puchasing and Estimating Manager • Chairperson • Financial Manager • Chief Executive • Operations Manager • Vice President • Financial Officer • General and Operations Manager • Computer Software Professional • Information Technology Specialist • Software Developers • IT Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Recruitment • Design Professional • Design Expert

Experience & Education

Title:
Alston & Bird LLP/Counsel on Call
Location:
Greater Atlanta Area
Industry:
Law Practice
Work history:
Page Perry, LLC - Atlanta, GAAttorneyNov 2008 - Nov 2012Hightower & Partners - West Palm Beach, Florida AreaAttorneySep 2007 - Nov 2008
Full Profile

Brian Carroll Colorado Springs, CO

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Director • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Financial Manager • Management Analysts • Counselor • Business Administrator • Advisor • Bachelors in Business Administration • Investment Analyst • Puchasing and Estimating Manager

Experience & Education

Position:
Vice President at ANB Bank
Location:
Colorado Springs, Colorado
Industry:
Financial Services
Work history:
ANB Bank Vice Presidentsince Jun 2013Steinberg Global Asset Management, Ltd. - Boca Raton, FLDirectorJul 2012 - Dec 2012
Skills:
Spanish, Financial Planning, Estate Planning, Investment Advisory, Mutual Funds, Private Banking,...
Languages:
Spanish
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Chrissy Jacobson Miami, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Supporting Member • Team Member • Real Estate Sales Agent • Office Assistant • Personal Secretary • Event Planner • Office Clerk • Clerical Specialist • Bookkeeper • Team Leader • Chief Executive Officer • Operations Manager • Corporate Executive • Chief Executive • Event Manager • Entertainment Professional • Entertainer • Information Technology Specialist • IT Specialist • Secretary

Experience & Education

Position:
Realtor Associate at Galleria International Realty
Title:
Realtor at Galleria International Realty
Location:
Miami/Fort Lauderdale Area
Industry:
Real Estate
Work history:
Galleria International Realty Realtor Associatesince Apr 2012Skywater Estates - Fort Lauderdale, FLRealtor AssociateAug 2008 - Apr 2010
Skills:
Customer Service, Real Estate, Investment Properties, Selling, Residential Homes, Real Estate...
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Jamie Wood Clifton Park Center, NY

Professions & Specialties

Trust Law Attorney • Lawyers • Client Service Officer • Consumer Goods Professional • Commodities Clerk • Independent Consultant • Counselor • Advisor • Customer Service • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Team Member • Accounting Bookkeeper • Bookkeeper • Operations Manager • Chief Executive • Data Scientist

Experience & Education

Position:
CSR at Million Air, Independent Consultant at Arbonne International
Title:
CSR at Million Air
Location:
Clifton Park, New York
Industry:
Consumer Goods
Work history:
Million Air - Albany, New York AreaCSRsince Oct 2012Arbonne International - Clifton ParkIndependent Consultantsince Jun 2012
Professional Trust and Fiduciary Services
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Jennifer Collins Salt Lake City, UT

Professions & Specialties

Trust Law Attorney • Lawyers • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Operations Manager

Experience & Education

Position:
Corporate Trust Account Associate at Wells Fargo Bank Northwest
Title:
Experienced Financial Services Professional
Location:
Greater Salt Lake City Area
Industry:
Financial Services
Work history:
Wells Fargo Bank Northwest - Greater Salt Lake City AreaCorporate Trust Account Associatesince Aug 2012Wells Fargo Contractor-Corporate Trust Lease GroupAug 2010 - Sep 2012
Professional Trust and Fiduciary Services
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Chris Lauzon West Palm Beach, FL

Professions & Specialties

Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Branch Manager • Field Marketing Specialist • Marketing Administrator • Marketing Manager • Chief Executive • Operations Manager • Security • Business Administrator • Financial Services Professional • Financial Services Sales Agent • Loan Officers

Experience & Education

Position:
Specialist at Professional Risk Solutions
Title:
Specialist at Professional Risk Solutions, LLC
Location:
West Palm Beach, Florida Area
Industry:
Financial Services
Work history:
Professional Risk Solutions - palm beach gardens, floridaSpecialistsince Jan 2012Vanguard Funding - West Palm Beach, Florida AreaBranch ManagerApr 2010 - Dec 2011
Skills:
Commercial Insurance, D&O, EPL, Miscellaneous Professional Liability, E&O, Technology...
Fiduciary
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Fiduciarys near Boca Raton, FL01224364860Fort LauderdalePompano BeachDelray BeachBoynton Beach


Fiduciarys around Boca Raton, FL

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Fiduciarys in Florida

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Executor  (1)
Fiduciary  (41)