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Fiduciarys in Idaho

Fiduciarys in Boise, ID

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44 results found

Wyatt Johnson Boise, ID

Professions & Specialties

Conservator • Fiduciary • Lawyers • Trust Law Attorney • Advocate • Jurist • Legal Counsel • Chief Administrative Officer • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Construction • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Board Member • Management Team Executive • Operations Manager • Tour Guide • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Recruitment • Builder • Construction Specialist • Construction Laborer

Experience & Education

Office:
Angstman Johnson
3649 North Lakeharbor Lane, Boise, ID 83703
Phone:
(208) 384-8588 (Phone)
Specialties:
Trial Practice, Real Property
ISLN:
913434367
Admitted:
1998, Idaho and U.S. District Court, District of Idaho
Biography:
Wyatt Johnson has substantial trial and transactional experience in real estate, land development,...
Full Profile

Matthew Gustavel Boise, ID

Professions & Specialties

Conservator • Fiduciary • Lawyers • Trust Law Attorney

Experience & Education

Office:
Goss Gustavel Goss
401 W. Front Street, Suite 302, Boise, ID 83702
Phone:
(208) 345-9974 (Phone)
Specialties:
Domestic Relations, Estate Planning
ISLN:
900547018
Admitted:
1993, Idaho and U.S. District Court, District of Idaho
Biography:
American Jurisprudence Award in Property in 1991 and Family Law in 1992.
Full Profile

Steven Andersen Boise, ID

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Construction • Security • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Office:
Andersen Banducci PLLC
101 S. Capitol Boulevard, Boise, ID 83702
Phone:
(208) 342-4411 (Phone), (208) 342-4455 (Fax)
Specialties:
Personal Injury, Products Liability
ISLN:
909447715
Admitted:
1980, Idaho, 1985, U.S. Court of Appeals, Ninth Circuit
Biography:
Listed in: Best Lawyers in America (Personal Injury Litigation); Chambers USA; Best Lawyers in...
Full Profile

Tj Angstman Boise, ID

Professions & Specialties

Fiduciary • Law Clerk • Trust Law Attorney • Lawyers • Judicial Law Clerk • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Instructor • Pedagogue • Representative • Manager • Owner • Partner • Operations Manager • Chief Executive • Builder • General Contractor • Construction Specialist • Construction Laborer • Construction Manager • Buyer • Agent • Buyer and Seller • Sales Representative • Promoter

Experience & Education

Office:
Angstman Johnson
3649 North Lakeharbor Lane, Boise, ID 83703
Phone:
(208) 384-8588 (Phone)
Specialties:
Real Estate, Business Law
ISLN:
914635053
Admitted:
1998, Idaho and U.S. District Court, District of Idaho, 2001, U.S. Court of Appeals, Ninth Circuit and U.S. Supreme Court
Biography:
T.J. Angstman has been practicing law since 1998 and has extensive experience in real estate as...
Full Profile

Clay Hansen Boise, ID

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Judicial Law Clerk • Probate Lawyer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Security • Team Member • Juris Doctor • Chief Executive • Student Worker

Experience & Education

Position:
Trust and Fiduciary Specialist at Wells Fargo
Location:
Boise, Idaho
Industry:
Financial Services
Work history:
Wells Fargo - Boise, Idaho AreaTrust and Fiduciary Specialistsince Jun 2012Wells Fargo - Austin, Texas AreaTrust AdministratorFeb 2011 - Jan 2012
Skills:
Estate Planning, Personal Trust Administration, Special Needs Trusts, Fiduciary Services,...
Full Profile

Michael Hummel Boise, ID

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Independent Contractor • Contractor • Buyer • Agent • Buyer and Seller • Sales Representative • Chairperson • Chief Executive • Independent Business Owners

Experience & Education

Position:
Realtor at United Realty Group, Inc. (Self-employed)
Title:
Real Estate Professional - 20 Plus Years Experience
Location:
Boise, Idaho Area
Industry:
Real Estate
Work history:
United Realty Group, Inc. - Boise, Eagle, Meridian, Nampa, Caldwell AreasRealtorsince Sep 1991Island Woods Homeowners Asociation Board Member/Architectural ChairmanJan 2005 - Jan 2012
Certifications:
Licensed Idaho Realtor, Idaho Department of Real Estate
Accredited Buyer Representitive, National Association of Realtors
Full Profile

Richard Rubert Boise, ID

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Managing Partner • Chairperson • Partner • Chief Executive • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Corporate Executive • Project Managers • Department Store Salesperson • Retail Professional • Retail Salesperson • Entrepreneur • Project Manager • Warehousing Manager • Warehousing Professional • Stocker • Stock Clerk • Office Clerk • Clerical Specialist • Advisor • Analysts • Managers • Master of Business Administration • Bachelor of Business Administration

Experience & Education

Position:
Managing Partner at The Sagebrush Group
Title:
Managing Partner
Location:
Boise, Idaho Area
Industry:
Internet
Work history:
The Sagebrush Group Managing Partnersince Jul 1990Chumly Technology, Inc. - Boise, IdahoChairman & PresidentJan 2011 - Jan 2012
Full Profile

Mike Fitzgerald Boise, ID

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Position:
Investment Counsel/Fiduciary at ClearWealth
Title:
Investment Counsel at ClearWealth
Location:
Boise, Idaho Area
Industry:
Investment Management
Work history:
ClearWealth Investment Counsel/Fiduciarysince Jan 2005
Full Profile

Robert Wreggelsworth Boise, ID

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Position:
Trust & Fiduciary Specialist at Wells Fargo Bank
Location:
Boise, Idaho Area
Industry:
Investment Management
Work history:
Wells Fargo Bank Trust & Fiduciary Specialist
Full Profile

Larry Braga Boise, ID

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Chairperson • Chief Executive • Representative

Experience & Education

Position:
Experienced business valuation expert & court appointed personal representative, trustee and...
Title:
CPA/ABV/AIFA, President at Ataraxis Accounting and Advisory Services, Inc.
Location:
Boise, Idaho Area
Industry:
Accounting
Work history:
Ataraxis Accounting and Advisory Services, Inc. Experienced business valuation expert & court appointed personal representative, trustee and mastersince 1979
Full Profile

Paul Seideman Boise, ID

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Financial Director • Financial Officer • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CFO at Tresco of Idaho
Location:
Boise, Idaho Area
Industry:
Financial Services
Work history:
Tresco of Idaho - Boise, Idaho AreaCFOsince Aug 2008Washington Mutual AVPNov 1995 - Aug 2008
Certifications:
National Certified Guardian, Center for Guardianship Certification
Full Profile

Twyla Lehto Boise, ID

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Banking Professional • Teller • Vice President • Marketing Director • Chief Executive • Relationship Manager • Client Service Officer • Account Service Manager • Customer Service

Experience & Education

Title:
Banking Professional
Location:
Boise, Idaho Area
Industry:
Banking
Work history:
Wells Fargo Vice President, Corporate TrustSep 1993 - Oct 2009
Full Profile

Bob Long Boise, ID

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Representative • School Principal • School Administrator • Educational Manager • Financial Manager

Experience & Education

Position:
Registered Investment Advisor Representative at Naarden Wealth Management, Principal at Jordan...
Title:
CPA/PFS, CFP
Location:
Boise, Idaho Area
Industry:
Accounting
Work history:
Naarden Wealth Management Registered Investment Advisor Representativesince Jan 2000Jordan & Co., Chartered CPAs Principalsince 1987
Skills:
Strategic Financial Planning
Full Profile

Ken Johnson Boise, ID

Professions & Specialties

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

Experience & Education

Position:
President at Legacy Fiduciary Services, LLC
Title:
President of Legacy Fiduciary Services, LLC
Location:
Boise, Idaho Area
Industry:
Financial Services
Work history:
Legacy Fiduciary Services, LLC Presidentsince Apr 2010Bank of the Cascades SVPAug 1998 - Nov 2009
Full Profile

Julie Trounson Boise, ID

Professions & Specialties

District Attorney • Fiduciary • Lawyers • Trust Law Attorney • Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Vice President • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President, Financial Consultant at D. A. Davidson & Co.
Title:
CFP®, Vice President, Financial Consultant @ D.A. Davidson & Co.
Location:
Boise, Idaho
Industry:
Financial Services
Work history:
D. A. Davidson & Co. - Boise, IDVice President, Financial Consultantsince 2009
Full Profile

Tina Frederick Boise, ID

Professions & Specialties

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

Experience & Education

Title:
Office Coordinator at Client-Focused Services, a Fiduciary Company
Location:
Boise, Idaho Area
Industry:
Financial Services
Full Profile

Christiane Rudd Boise, ID

Professions & Specialties

Trust Law Attorney • Lawyers • Entrepreneur • Construction • Managers • Owner • Director • Chief Executive • Operations Manager • Customer Service • Client Service Officer • Package Designer • Commercial Designer • Vice President • Graphic Designer

Experience & Education

Title:
Entrepreneur
Location:
Boise, Idaho Area
Industry:
Internet
Work history:
Designed Finishes, LLC. Boise ID Owner1997 - 2005COMSAT Corporation, Bethesda, MD - Bethesda, MDDirector, Insurance & Investments1995 - 1997
Skills:
Public Speaking, Social Media, Marketing, Editing, Entrepreneurship, Project Planning, New Business ...
Languages:
English, French, Portuguese, Italian, German
managed fiduciary and surety bond programs
Full Profile

Dennis Voorhees Boise, ID

Professions & Specialties

Law Specialist • Lawyers • School Principal • School Administrator • Educational Manager • Representative • Philanthrope • Planner • Non-Profit • Tour Guide

Experience & Education

Position:
Idaho Representative at Special Needs Alliance, LLC, Principal at The Voorhees Law Firm
Title:
Principal, The Voorhees Law Firm
Location:
Boise, Idaho Area
Industry:
Law Practice
Work history:
Special Needs Alliance, LLC Idaho Representativesince 2004The Voorhees Law Firm Principalsince Feb 1978
Skills:
Estate Administration, Estate Tax Planning, Trusts, Wills, Guardianship, Elder Law, Powers of...
Idaho Guardian and Fiduciary Association
Full Profile

Anne Clough Boise, ID

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Manager • Operations Manager • Director of Operations • Drivers • Information Technology Specialist • IT Specialist • Financial Manager • Analyst • Business Consultant • Advisor • Analysts • Instructor • Pedagogue • Teaching Assistant • Educational Assistant Teacher • Accounting Clerk • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Command Sergeant Major • Master of Science • Investment Analyst • Puchasing and Estimating Manager

Experience & Education

Position:
Printing and Personal Systems Group IT - Operational Reporting & PMO Manager at Hewlett-Packard
Location:
Boise, Idaho Area
Industry:
Information Technology and Services
Work history:
Hewlett-Packard - Boise, IdahoPrinting and Personal Systems Group IT - Operational Reporting & PMO Managersince Aug 2012Hewlett-Packard - Boise, IdahoIPG/PSG IT Portfolio Operations ManagerFeb 2011 - Aug 2012
Skills:
IT Strategy, Project Portfolio Management, Virtual Teams, PMO, Cross-functional Team Leadership,...
Certifications:
Certified ScrumMaster (CSM), Scrum Alliance
Certified Public Accountant (CPA), State of Idaho (inactive status)
Full Profile

Ron Gambassi Boise, ID

Professions & Specialties

Trust Law Attorney • Lawyers • Chairman of the Board • Chief Executive Officer • Chairperson • Owner • Chief Executive • Corporate Executive • Educator • Adjunct Instructor • Education Professional • Instructor • Lecturer • Postsecondary Teacher • Advisor • Professional Development Teacher • Managers • Software Developers • Computer Scientists • IT Specialist

Experience & Education

Position:
Chair, CEO Peer Advisory Board at Vistage International, Adjunct Instructor at Boise State...
Title:
CEO Advisory Board Chairman, Educator, Wealth Advisor
Location:
Boise, Idaho Area
Industry:
Capital Markets
Work history:
Vistage International - Boise, Idaho AreaChair, CEO Peer Advisory Boardsince May 2013Boise State University - Boise, Idaho AreaAdjunct Instructorsince Apr 2013
* Operate as legal fiduciary to client
Full Profile

Jace Richards Boise, ID

Professions & Specialties

General Counsel • Law Specialist • Of Counsel • Jurist • Legal Counsel • Lawyers

Experience & Education

Position:
Shareholder at Jace A. Richards, Chtd., General Counsel at Strategic & Operational Solutions, Inc.
Title:
Shareholder at Jace A. Richards, Chtd.
Location:
Boise, Idaho Area
Industry:
Law Practice
Work history:
Jace A. Richards, Chtd. - Meridian, IdahoShareholdersince Jan 2011Strategic & Operational Solutions, Inc. General Counselsince Jan 2009
Idaho Guardian and Fiduciary Association
Full Profile

Michelle Finch Boise, ID

Professions & Specialties

Law Specialist • Lawyers • Owner • Chief Executive

Experience & Education

Position:
Owner at Finch & Associates Law Office PA
Title:
Owner, Finch ~ O'Neil Law Office PA
Location:
Boise, Idaho Area
Industry:
Law Practice
Work history:
Finch & Associates Law Office PA Ownersince Apr 1995Brady Lerma AttorneyJun 1992 - Apr 1993
Fiduciary law
Full Profile

Rick Duff Boise, ID

Professions & Specialties

Trust Law Attorney • Lawyers • Owner • Chairperson • Chief Executive • Sports Trainer • Sports Trainers • Counselor • Guide • Advisor • Tour Guide • Vocational Adviser • Training and Coaching Professional • Councilor • Counselor Education Professor • Educational Counselor • Professional Development Teacher • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Operations Manager • Financial Manager • Loan Officers • Investment Analyst • Puchasing and Estimating Manager • Tax Accountant • Psychology Specialist

Experience & Education

Position:
Owner and Consultant at Career Coach Rick Duff
Title:
Owner, Career Coach Rick Duff
Location:
Boise, Idaho Area
Industry:
Professional Training & Coaching
Work history:
Career Coach Rick Duff - Sun Valley, IdahoOwner and Consultantsince Jan 2003Real Estate Management & Development Company - Honolulu, HawaiiPresidentJun 1980 - Mar 2006
Certifications:
Rockport Ability and Aptitude Test, Rockport Institute
Myers-Briggs Personality Type Indicator, GS Consultants
fiduciary taxes
Full Profile

Joseph Sturges Boise, ID

Professions & Specialties

Trust Law Attorney • Lawyers • Chairperson • Chief Executive Officer • Chief Executive • Corporate Executive • Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President & CEO, Financial Planner at Finance Matters, LLC
Title:
President / CEO, Financial Planner at Finance Matters LLC
Location:
Boise, Idaho Area
Industry:
Financial Services
Work history:
Finance Matters, LLC President & CEO, Financial Plannersince Mar 2000Centaurus Financial Registered Rep2009 - Dec 2012
The Committee for the Fiduciary Standard
Full Profile

Susan Simmons Boise, ID

Professions & Specialties

Trust Law Attorney • Lawyers • Deputy Director • Board Member • Deputy Manager • Chief Executive • Management Team Executive • Operations Manager • Community Service Manager • Government Administration Professional • Recruitment

Experience & Education

Position:
Deputy Director Workforce Development Division at Idaho Dept of Labor, Board Member at Endowment...
Title:
Deputy Director Workforce Development
Location:
Boise, Idaho Area
Industry:
Government Administration
Work history:
Idaho Dept of Labor Deputy Director Workforce Development Divisionsince Jun 2009Endowment Fund Investment Board Board Membersince Feb 2006
Skills:
Organizational Development, Human Resources, Employee Relations, Employee Benefits, Team Building,...
One of five Trustees who had fiduciary responsibility over the mutli-billion do..
Full Profile

Donnna Schuyler Boise, ID

Professions & Specialties

Law Specialist • Lawyers

Experience & Education

Position:
Attorney at C.K. Quade Law, LLC, Attorney at C.K. Quade Law LLC
Title:
Attorney at C.K. Quade Law, LLC
Location:
Boise, Idaho Area
Industry:
Law Practice
Work history:
C.K. Quade Law, LLC AttorneyC.K. Quade Law LLC Attorneysince 2007
Idaho Guardian and Fiduciary Association
Full Profile

Carmen Becker Boise, ID

Professions & Specialties

Trust Law Attorney • Lawyers • Director • Operations Manager • Physician • Hospital Care Professional • Health Professional • Health Practitioner • Nurse Practitioner • Human Resources Specialist • Recruitment • Non-Profit

Experience & Education

Position:
Director of Community Outreach at BPM Senior Living
Title:
Director of Community Outreach
Location:
Boise, Idaho Area
Industry:
Hospital & Health Care
Work history:
BPM Senior Living - Boise, Idaho AreaDirector of Community Outreachsince May 2009
Idaho Guardian and Fiduciary Association
Full Profile

Char Quade Boise, ID

Professions & Specialties

Law Specialist • Lawyers • Owner • Chief Executive

Experience & Education

Position:
Attorney and Owner at C. K. Quade Law, PLLC
Title:
Attorney at C K Quade Law, PLLC
Location:
Boise, Idaho Area
Industry:
Law Practice
Work history:
C. K. Quade Law, PLLC Attorney and Ownersince Dec 2006
Idaho Guardian and Fiduciary Association
Full Profile

Josh Miles Boise, ID

Professions & Specialties

Trust Law Attorney • Lawyers • Vice President • Assistant Branch Manager • Chief Executive • Business Unit Manager • Business Administration Specialist • Operations Manager • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
First Vice President | Financial Planning Specialist at Morgan Stanley Wealth Management
Title:
First Vice President - Morgan Stanley Wealth Management
Location:
Boise, Idaho Area
Industry:
Investment Management
Work history:
Morgan Stanley Wealth Management - Boise, Idaho AreaFirst Vice President | Financial Planning Specialistsince Sep 2006Smith Barney - San Francisco, CA Vice President | Financial Planning Specialist | Assistant Branch ManagerJun 2004 - Sep 2006
Skills:
Comprehensive Planning, Proprietary Planning Approach, Goal Mapping, Investment Advisory,...
Fiduciary Services
Full Profile

Danita Visitor Boise, ID

Professions & Specialties

Fiduciary • Lawyers • Jurist • Legal Counsel • Trust Law Attorney • Government Administration Professional • Community Service Manager • Chairperson • Chief Executive • Secretary

Experience & Education

Location:
Boise, Idaho Area
Industry:
Government Administration
Full Profile

Jessica Bastian Boise, ID

Professions & Specialties

Trust Law Attorney • Lawyers • Social Worker • Hospital Care Professional • Social Workers • Health Professional • Health Practitioner • Non-Profit • Organization Management • Team Member • Physical Therapy Specialist • Operations Manager

Experience & Education

Position:
Social Worker at Legacy Home Health and Hospice, Court Visitor for Ada County at Independent
Title:
Social Worker with Legacy Home Health and Hospice
Location:
Boise, Idaho Area
Industry:
Hospital & Health Care
Work history:
Legacy Home Health and Hospice Social Workersince Feb 2010Independent Court Visitor for Ada Countysince Aug 2009
Skills:
Elder resources, Clinical Social Work, Guardianship services, Advocacy, Court Visitor, Mental Health
Idaho Guardian and Fiduciary Association
Full Profile

Katerina Principali Boise, ID

Professions & Specialties

Lawyers • Independent Accounting Professional • Accounting Bookkeeper • Bookkeeper • Counselor • Supporting Member • Advisor • Team Member • Partner • Chief Executive • Project Managers • Operations Manager • Software Developer • Software Developers

Experience & Education

Position:
Consultant at Independent Accountant
Location:
Boise, Idaho Area
Industry:
Accounting
Work history:
Independent Accountant - Boise, IDConsultantsince Oct 2010Richter, Stuart & Todeschi, PA AssociateDec 2009 - Oct 2010
Skills:
QuickBooks, Accounting, Full-Charge Bookkeeping, Financial Reporting, Tax Research, Tax Returns,...
Languages:
Russian, Persian
fiduciary
Full Profile

Sean O'flaherty Boise, ID

Professions & Specialties

Trust Law Attorney • Lawyers • Chief Executive Officer • Chairperson • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Managing Director at Pensionmark Retirement Group
Location:
Boise, Idaho Area
Industry:
Financial Services
Work history:
Pensionmark Retirement Group Managing Directorsince 2010Corporate Retirement Strategies PresidentMay 2004 - Nov 2010
Certifications:
AIF, Accredited Investment Fiduciary, Fiduciary360, LP
CPRS, Chartered Retirement Plans Specialist, College for Financial Planning
Full Profile

Rod Bacus Boise, ID

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Project Manager • Laborer • Construction • Construction Worker • Construction Manager • Foreman • Construction Specialist • Construction Laborer • Construction Administrator • Estimator • Financial Analyst • Project Managers • Welding Specialist • Stock Clerk • Skilled Professional • Master Plumber • Pipefitter • Plumbing Specialist • Supervisors • Student Worker

Experience & Education

Position:
Project Manager at Perini Management Company, Laborer at ADA County Elections, Project Manager /...
Title:
Perini Management Corp
Location:
Boise, Idaho Area
Industry:
Construction
Work history:
Perini Management Company Project Managersince Aug 2010ADA County Elections Laborersince Mar 2010
Full Profile

Jennifer Mangiantini Boise, ID

Professions & Specialties

Trust Law Attorney • Lawyers • Chief Executive Officer • Owner • Public Information Officer • Corporate Executive • Chief Executive • IT Manager • Operations Manager • Property Manager • Real Estate Manager

Experience & Education

Position:
Owner/CEO, Certified Relocation and Transition Specialist (CRTS) at Caring Transitions
Title:
CEO/Owner, Certified Relocation and Transition Specialist (CRTS), Caring Transitions
Location:
Boise, Idaho Area
Industry:
Individual & Family Services
Work history:
Caring Transitions - Idaho's Treasure ValleyOwner/CEO, Certified Relocation and Transition Specialist (CRTS)since Jan 2012First Choice Home Health Care Public Relations DirectorJan 2010 - Nov 2011
Idaho Guardian and Fiduciary Association
Full Profile

Diane Kaiser Boise, ID

Professions & Specialties

Trust Law Attorney • Lawyers • Manager • Director • Operations Manager • Community Service Manager • Government Administration Professional • Investor • Business Administrator • Bachelor of Science • Recruitment

Experience & Education

Position:
Manager, PERSI Choice 401(k) Plan at PERSI
Title:
Manager, PERSI Choice 401(k) Plan
Location:
Boise, Idaho Area
Industry:
Government Administration
Work history:
PERSI Manager, PERSI Choice 401(k) Plansince Mar 2004Albertsons Director, Health & Welfare ProgramsSep 1976 - Aug 2003
Skills:
Compliance, Pensions, Change Management, Process Improvement, Benefits Administration, Employee...
Fiduciary News
Full Profile

Brian King Boise, ID

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Senior Vice President • Director • Vice President • Chief Executive • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President - Director at RBC Wealth Management
Title:
at RBC Wealth Management
Location:
Boise, Idaho Area
Industry:
Investment Management
Work history:
RBC Wealth Management - Eagle, IdahoSenior Vice President - Directorsince 2003Merrill Lynch - Boise, Idaho AreaSr. Vice President1995 - 2003
Skills:
Wealth Management, Investments, Portfolio Management
Full Profile

Steve Scanlin Boise, ID

Professions & Specialties

Law Specialist • Lawyers • Trust Law Attorney • Managing Member • Manager • Operations Manager • Chief Executive • Master of Social Work • Bachelor of Science • Psychologist • Civil Servant • Psychology Specialist

Experience & Education

Position:
Managing Member at Scanlin Law Offices
Location:
Boise, Idaho Area
Industry:
Law Practice
Work history:
Scanlin Law Offices Managing Membersince Jun 1995Boise City Impact Fee Development Committee Committee Member1997 - 2009
Idaho Guardian and Fiduciary Association
Full Profile

Brooke O'Neil Boise, ID

Professions & Specialties

Law Specialist • Lawyers • Trust Law Attorney • Partner • Chief Executive • Supporting Member • Team Member

Experience & Education

Position:
Partner at Finch & Associates Law Office, P.A.
Location:
Boise, Idaho Area
Industry:
Law Practice
Work history:
Finch & Associates Law Office, P.A. Partnersince Apr 2004Cosho, Humphrey, Greener & Welsh, P.A. AssociateJan 2001 - Apr 2004
Idaho Guardian and Fiduciary Association
Full Profile

John Fitzgerald Boise, ID

Professions & Specialties

Trust Law Attorney • Lawyers • Partner • Chief Executive • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Partner at ClearWealth IF
Title:
ClearWealth
Location:
Boise, Idaho Area
Industry:
Investment Management
Work history:
ClearWealth IF Partnersince 2007
Skills:
Retirement, Retirement Planning, 401k
401,k,Fiduciary Advice Group
Full Profile

Wes Seideman Boise, ID

Professions & Specialties

Owner • Chairperson • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Tresco of Idaho
Title:
Owner, Tresco of Idaho
Location:
Boise, Idaho Area
Industry:
Financial Services
Work history:
Tresco of Idaho Ownersince Feb 2002U S Bank Trust Dept VP1980 - 2002
Idaho Guardianship and Fiduciary Ass'n,IGFA,
Full Profile

Rebecca Oparnico Boise, ID

Professions & Specialties

Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Manager • Operations Manager • Health Information Manager • Health Services Administrator • Medical Services Manager • Health Services Manager • Psychology Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Atova Real Estate Agent
Location:
Boise, Idaho Area
Industry:
Real Estate
Work history:
Journey Senior Moves - Boise AreaSenior Move ManagerFeb 2007 - Jun 2013Client-Focused Services, a Fiduciary Company - Meridian IDCase Manager2007 - Jan 2013
Full Profile

David Cooper Boise, ID

Professions & Specialties

Law Clerk • Fiduciary • Judicial Law Clerk • Trust Law Attorney • Lawyers • Portfolio Manager • Certified Financial Planner • Investment Analyst • Puchasing and Estimating Manager • Juris Doctor • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Senior Trust Officer at Washington Trust Bank, Wealth Management & Advisory Services
Title:
Senior Trust Officer at Washington Trust Bank
Location:
Boise, Idaho Area
Industry:
Banking
Work history:
Washington Trust Bank, Wealth Management & Advisory Services Senior Trust Officersince 2003Wells Fargo Private Client Services Senior Trust Administrator2001 - 2003
Skills:
Strategic Financial Planning, Investment Management, Personal Trust Administration, Wealth...
Full Profile

Mike Woydziak Boise, ID

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Agent • Sales Representative • Buyers Agent • Puchasing and Estimating Manager • Property Manager • Real Estate Manager • Nurse • Nurse Practitioner • Financial Manager

Experience & Education

Specialties:
REO / Bank Owned, Short sales, Residential sales, Luxury homes, First time home buyers, Distressed properties, Horse properties, Staging, Relocation, Property Management
Work:
SilverCreek Realty Group
Garden City, ID 83714
(208) 858-1132 (Phone)
License #SP40855
Certifications:
CRB, e-PRO, PMN
Client type:
Home Buyers, Home Sellers
Property type:
Single Family Home, Condo/Townhome, Multi-family
Interests:
Traveling, water sports, Hiking, Camping, Fishing, Biking, Motor Bikes, Sports, tech, photography, painting, real estate
Full Profile

Fiduciarys near Boise, ID01234Meridian


Fiduciarys around Boise, ID

Meridian  (4)

Fiduciarys in Idaho

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Fiduciary  (44)