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Fiduciarys in New York

Fiduciarys in Buffalo, NY

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56 results found

Roger Simon Buffalo, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Office:
McGee & Gelman
200 Summer Street, Buffalo, NY 14222
Phone:
(716) 565-2100 (Phone)
Specialties:
Probate, Estate Planning
ISLN:
903699080
Admitted:
1964, New York, U.S. Tax Court
Full Profile

Richard Cohen Buffalo, NY

Professions & Specialties

Trial Lawyer • Lawyers • Corporate Counsel • Law Specialist • Fiduciary • Sports Attorney • Legal Counsel • Trust Law Attorney • Entertainment Professional • Entertainer • Chairman Emeritus • Board Member • Chief Executive • Management Team Executive • Operations Manager • Instructor • Pedagogue • Lecturer • Postsecondary Teacher • Speaker • Construction • Guide • Spokesperson • Representative • Tour Guide • Presenter • Reporter • Certified Nurse Aide • Nurse • Nurse Practitioner • Agent • Sales Representative • Author • Editor • Insurance Professional • Underwriter

Experience & Education

Office:
Goldberg Segalla LLP
665 Main Street, Suite 400, Buffalo, NY 14203
Phone:
(716) 566-5442 (Phone), (716) 566-5401 (Fax)
Specialties:
Global Insurance Services, Professional Liability
ISLN:
908299049
Admitted:
1989, Pennsylvania, 1991, New York
Biography:
Richard Cohen, the firm's Managing Partner, is a founding partner of the firm, Co-Chair of the...
Full Profile

Colleen Murphy Buffalo, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Psychologist • Partner • Chief Executive • Representative • Planner • Volunteer • Guide • Security • Non-Profit • Tour Guide • Agent • Sales Representative • Author • Presenter • Hunter • Certified Nurse Aide • Psychology Specialist • Nurse • Nurse Practitioner

Experience & Education

Office:
Goldberg Segalla LLP
665 Main Street, Suite 400, Buffalo, NY 14203
Phone:
(716) 844-3412 (Phone), (716) 566-5401 (Fax)
Specialties:
Insurance Regulatory, Insurance Agents and Brokers
ISLN:
902290868
Admitted:
1991, New York, U.S. District Courts for the Northern, Southern, Eastern, and Western Districts of New York
Biography:
Colleen Murphy focuses her practice on regulatory and professional liability matters in the...
Full Profile

Richard Braden Buffalo, NY

Professions & Specialties

Trial Lawyer • Fiduciary • Law Specialist • Lawyers • Trust Law Attorney • Construction • Guide • Tour Guide • Chief Administrative Officer • Chairperson • Chief Executive • Author • Presenter • Human Resources Specialist • Recruitment

Experience & Education

Office:
Goldberg Segalla LLP
665 Main Street, Suite 400, Buffalo, NY 14203
Phone:
(716) 566-5436 (Phone), (716) 566-5401 (Fax)
Specialties:
Business and Commercial, Labor and Employment
ISLN:
910189499
Admitted:
1996, New York, U.S. District Court, Western, Northern, Eastern, Southern Districts of New York
Biography:
Richard Braden, a partner of the firm, is a trial attorney who represents business corporations in...
Full Profile

Christopher Belter Buffalo, NY

Professions & Specialties

Fiduciary • Corporate Counsel • Law Specialist • Trial Lawyer • Trust Law Attorney • Lawyers • Legal Counsel • Construction • Leader • Speaker • Managers • Spokesperson • Representative • Partner • Chairperson • Chair of Committee • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Entertainment Professional • Entertainer • Ice Hockey Coach • Sports Game Coach • Presenter • Certified Nurse Aide • Nurse • Nurse Practitioner • Author • Editor • School Principal • School Administrator • Educational Manager

Experience & Education

Office:
Goldberg Segalla LLP
665 Main Street, Suite 400, Buffalo, NY 14203
Phone:
(716) 566-5412 (Phone), (716) 566-5401 (Fax)
Specialties:
Business and Commercial, Intellectual Property
ISLN:
900470903
Admitted:
1994, New York, U.S. District Courts for the Western, Northern, Southern and Eastern Districts of New York
Biography:
Christopher Belter focuses his practice on business, construction, and intellectual property law. A ...
Full Profile

Sharon Angelino Buffalo, NY

Professions & Specialties

Lawyers • Corporate Counsel • Fiduciary • Legal Counsel • Trust Law Attorney • Instructor • Pedagogue • Presenter • Editor • Bachelors Degree • Master of Business Administration • Board Member • Chairperson • Management Team Executive • Operations Manager • Chief Executive • Drivers • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Office:
Goldberg Segalla LLP
665 Main Street, Suite 400, Buffalo, NY 14203
Phone:
(716) 566-5411 (Phone), (716) 566-5401 (Fax)
Specialties:
Global Insurance Services, Business and Commercial
ISLN:
910200958
Admitted:
1995, New York, U.S. District Courts for all Districts in New York
Biography:
Sharon Angelino focuses her practice on complex insurance coverage, professional liability,...
Full Profile

Brian Biggie Buffalo, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Construction • Volunteer • Non-Profit • Author • Chairperson • Chief Executive • Bachelor of Art Education • Presenter • Postsecondary Teacher

Experience & Education

Office:
Goldberg Segalla LLP
665 Main Street, Suite 400, Buffalo, NY 14203
Phone:
(716) 566-5415 (Phone), (716) 566-5401 (Fax)
Specialties:
Professional Liability, Global Insurance Services
ISLN:
918304337
Admitted:
2004, New York, U.S. District Court, Western District of New York
Biography:
Brian Biggie focuses his practice on complex insurance coverage disputes with significant emphasis...
Full Profile

Heath Szymczak Buffalo, NY

Professions & Specialties

Judicial Law Clerk • Trust Law Attorney • Lawyers • Partner • Chief Executive • Master of Business Administration • Bachelor of Science

Experience & Education

Address:
Avant Building - Suite 900 200 Delaware Avenue, Buffalo, NY 14202 - Property Information
Phone:
(716) 856-0600 (Office), (716) 843-3909 (Fax)
Specialties:
Litigation - 100%
Licenses:
New York - Currently registered     1999
Experience:
Partner at Jaeckle Fleischmann & Mugel, LLP     2000-present
Confidential Law Clerk to Hon. William M. Skretny at United States District Court Western District     1998-2000
School:
State University of New York at Buffalo School of Law     1998
Degree:
JD - Law
School:
Canisius College     1995
Degree:
MBA - Master of Business Administration
Awards:
"New York Super Lawyers" - Upstate Edition - Super Lawyers
"Who's Who in the Law" - Business First of Buffalo
Associations:
NYSBA Commercial and Federal Litigation Section - Executive Committee     2013-present
American Bar Association (Business Torts Litigation Committee) - National Co-Chair, Tortious Interference Subcommittee     2012-present

Extensive litigation experience in business-related torts and complex commercial litigation,...

Full Profile

Samuel Palisano Buffalo, NY

Professions & Specialties

Trust Law Attorney • Lawyers • Executive Compensation • Chief Executive • Psychologist • Physician • Psychology Specialist • Instructor • Pedagogue

Experience & Education

Office:
Harter Secrest & Emery LLP
Buffalo, NY 14202
Phone:
(716) 844-3706 (Phone)
Specialties:
Employee Benefits and Executive Compensation, Health Care Professionals
ISLN:
904618189
Admitted:
1972, New York
Biography:
Professional Experience

Sam Palisano has over 30 years of experience in representing...
fiduciary responsibility
Full Profile

Daniel Moar Buffalo, NY

Professions & Specialties

Law Clerk • Trial Lawyer • Trust Law Attorney • Lawyers • Judicial Law Clerk • Construction • Editor • Author

Experience & Education

Office:
Goldberg Segalla LLP
665 Main Street, Suite 400, Buffalo, NY 14203
Phone:
(716) 844-3416 (Phone), (716) 566-5401 (Fax)
Specialties:
Labor and Employment, Appellate
ISLN:
919725650
Admitted:
2008, New York, U.S. Court of Appeals for the Second Circuit
Biography:
Daniel Moar concentrates his practice in commercial litigation, representing a broad range of...
and breach of fiduciary duty
Full Profile

John Brill Buffalo, NY

Professions & Specialties

Trust Law Attorney • Lawyers • Executive Compensation • Chief Executive

Experience & Education

Office:
Harter Secrest & Emery LLP
Buffalo, NY 14202
Phone:
(716) 844-3742 (Phone)
Specialties:
Employee Benefits and Executive Compensation
ISLN:
920927685
Admitted:
2010, New York
Biography:
Professional Experience

As a member of the Employee Benefits and Executive...
fiduciary duties
Full Profile

Heath Szymczak Buffalo, NY

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyers • Judge • Judicial Law Clerk • Partner • Chairperson • Chief Executive • Management Team Executive • Operations Manager • Sports Trainer • Sports Trainers • Captain • Juris Doctor • Master of Business Administration • Bachelor of Science

Experience & Education

Position:
Partner/Litigation Department Chair at Jaeckle Fleischmann & Mugel, LLP, State-Wide Chair,...
Title:
Business Litigation Attorney and Partner at Jaeckle Fleischmann & Mugel, LLP
Location:
Buffalo/Niagara, New York Area
Industry:
Law Practice
Work history:
Jaeckle Fleischmann & Mugel, LLP Partner/Litigation Department Chairsince Oct 2000New York State Bar Association State-Wide Chair, Business Torts and Employment Litigation Committee (TICL Section)since Mar 2008
Skills:
Business Disputes, General Business Litigation, Contract Disputes, Commercial Litigation, Civil...
Full Profile

Joe Rizzuto Buffalo, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Director of Quality Control • Manager • Chief Administrative Officer • Chairperson • Chief Executive • Compliance Manager • Operations Manager • Compliance Officer • Advisor • Bank Examiner • Financial Compliance Examiner • Auditor • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
Vice President - Trust Principal Compliance Officer at M&T Bank, Vice President/Manager at...
Title:
Vice President - Trust Chief Compliance Officer at M&T Bank
Location:
Buffalo/Niagara, New York Area
Industry:
Banking
Work history:
M&T Bank - Buffalo, NYVice President - Trust Principal Compliance Officersince Jul 2010M&T Bank Vice President/Managersince Feb 2002
Full Profile

Michael Floccare Buffalo, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Team Leader • Chief Executive • Operations Manager • Relationship Manager • Account Service Manager • Client Service Officer • Non-Profit • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Wholesale Buyer • Wholesale Professional • Sales Agent • Sales Representative

Experience & Education

Position:
Vice President, Team Leader and Relationship Manager, Family Wealth Office at Key Private Bank,...
Title:
Vice President, Relationship Manager, Team Leader Family Wealth at Key Private Bank
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Work history:
Key Private Bank - Buffalo, New YorkVice President, Team Leader and Relationship Manager, Family Wealth Officesince Nov 2011Key Private Bank - Buffalo-Western New YorkVice President, Relationship Managersince May 2011
Skills:
New Business Development, Wealth Management, Credit, Banking, Portfolio Management
Full Profile

Scott Meacham Buffalo, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Counselor • Independent Contractor • Advisor • Contractor • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Chairperson • Founder • Owner • Chief Administrative Officer • Chief Executive • Founding Member • Human Resources Specialist • Recruitment • Operations Manager • Community Service Manager • Loan Officers • Psychology Specialist

Experience & Education

Position:
Consultant at Self-employed
Title:
Finance Professional, Contracting Consultant - looking to positively impact a new organization
Location:
Buffalo, New York
Industry:
Financial Services
Work history:
Self-employed - Williamsville, NYConsultantAdvanced Educational Products, Inc - Buffalo, NYPresident, Founder and OwnerSep 1992 - Jan 2013
Skills:
Supervisory Experience, Government Contracting, Government Procurement, Entrepreneurship, Treasury...
Full Profile

Rasheed Wyatt Buffalo, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Mediator • Manager • Chief Administrative Officer • Chairperson • Operations Manager • Chief Executive • Community Service Manager • Government Administration Professional • Co-Founder • Corporate Executive • Financial Officer • Financial Manager • Founder • Founding Member • Recognition • School Principal • School Administrator • Educational Manager • Bachelor of Science • Associate in Applied Science • Finance and Accounting Specialist • Bookkeeper

Experience & Education

Position:
Chief of Staff at City of Buffalo
Title:
Wyatt Appointed Chief of Staff at City of Buffalo Common Council
Location:
Buffalo/Niagara, New York Area
Industry:
Government Administration
Work history:
City of Buffalo - Buffalo/Niagara, New York AreaChief of Staffsince Jan 2013Newport News Neighboorhood Federal Credit Union - Newport News, VAPresidentApr 2009 - Dec 2011
Full Profile

Michael Floccare Buffalo, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Team Leader • Chief Executive • Operations Manager • Relationship Manager • Account Service Manager • Client Service Officer • Non-Profit • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Wholesale Buyer • Wholesale Professional • Sales Agent • Sales Representative

Experience & Education

Position:
Vice President, Team Leader and Relationship Manager, Family Wealth Office at Key Private Bank,...
Title:
Vice President, Relationship Manager, Team Leader Family Wealth at Key Private Bank
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Work history:
Key Private Bank - Buffalo, New YorkVice President, Team Leader and Relationship Manager, Family Wealth Officesince Nov 2011Key Private Bank - Buffalo-Western New YorkVice President, Relationship Managersince May 2011
Full Profile

Jonathan Cocca Buffalo, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Business Development Manager • Owner • Operations Manager • Chief Executive • Marketing Manager • Associate in Applied Science

Experience & Education

Position:
Licensed Real Estate Salesperson, New York at Vesta Development of WNY www.vestawny.com
Title:
Licensed Real Estate Salesperson, New York
Location:
Buffalo/Niagara, New York Area
Industry:
Commercial Real Estate
Work history:
Vesta Development of WNY www.vestawny.com - 10100 County Road, Ste CLicensed Real Estate Salesperson, New Yorksince May 2013McGuire Development Co. - Buffalo/Niagara, New York AreaBusiness Development Manager/Licensed Real Estate Salesperson, NYMar 2009 - May 2013
Full Profile

Lisa Pinto Buffalo, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Produce Manager • Manager • Assistant Vice President • Chief Administrative Officer • Chief Executive • Production Manager • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Copy Editor • Editing Professional • Writing and Editing Professional • Writer and Editor • Team Member • Psychology Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Product Manager - Vice President, Wealth and Institutional Services Division at M&T Bank
Title:
Vice President, M&T Bank/Wilmington Trust Wealth and Institutional Services Division
Location:
Buffalo/Niagara, New York Area
Industry:
Banking
Work history:
M&T Bank - Buffalo/Niagara, New York AreaProduct Manager - Vice President, Wealth and Institutional Services Divisionsince Feb 2011M&T Bank Trust Compliance and Risk Management Specialist - Assistant Vice PresidentSep 2006 - Feb 2011
Full Profile

John Bennett Buffalo, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Investor • Entrepreneur • Managers • Partner • Owner • Chief Executive • Banker • Financial Services Professional • Financial Services Sales Agent • Sales Person • Buyer • Agent • Sales Representative • Buyer and Seller

Experience & Education

Position:
Partner at 522 7th LLC, Licensed Real Estate Agent at Coldwell Banker Talarico, Owner at John...
Title:
Real Estate Investor and Entrepreneur
Location:
Buffalo/Niagara, New York Area
Industry:
Real Estate
Work history:
522 7th LLC - Niagara FallsPartnersince Jun 2011Coldwell Banker Talarico Licensed Real Estate Agentsince Jan 2009
Full Profile

Mark Sanfilippo Buffalo, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Position:
TECH at TFS / Tromp Fiduciary Services
Location:
Buffalo/Niagara, New York Area
Industry:
Investment Management
Work history:
TFS / Tromp Fiduciary Services TECH
Full Profile

Michael Keane Buffalo, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Model • Manager • Financial Director • Chief Operating Officer • Operations Manager • Financial Officer • Financial Manager • General and Operations Manager • Director of Operations • Construction • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Head of Wealth Centralized Services at Wilmington Trust
Title:
Head of Wealth Centralized Services - Wilmington Trust N.A.
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Work history:
Wilmington Trust Head of Wealth Centralized Servicessince Mar 2013M&T Securities Inc. Chief Financial Officer & Chief Operating OfficerMay 2011 - Feb 2013
Certifications:
Cannon Financial Institute, Trust Fundamentals
Cannon Financial Institute, Personal Trust I
Full Profile

Christopher Randall Buffalo, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Senior Vice President • Chairperson • Vice President • Chief Executive • Corporate Executive • Financial Services Professional • Financial Services Sales Agent • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President at Wilmington Trust
Location:
Buffalo/Niagara, New York Area
Industry:
Banking
Work history:
Wilmington Trust - Buffalo/Niagara, New York AreaSenior Vice Presidentsince Nov 2012M&T Bank - Wilminton Trust, N.A.President, Mid-Atlantic Region Wealth Advisory ServicesSep 2011 - Jan 2013
Skills:
Banking, Risk Management, Financial Analysis, Investments, Wealth Management, Mutual Funds,...
Full Profile

Dave Ehrke Buffalo, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Business Manager • Project Development Specialist • Skilled Professional • Accounts Receivable • Accounts Payable • Accounts Payable Specialist • Human Resources Specialist • Recruitment • Director • Financial Director • Chairperson • Operations Manager • Financial Officer • Financial Manager • Chief Executive • Agent • Sales Representative

Experience & Education

Position:
Business Manager at St. Leo the Great Parish
Location:
Buffalo/Niagara, New York Area
Industry:
Religious Institutions
Work history:
St. Leo the Great Parish Business Managersince Mar 2003First Data Corporation DirectorNov 1996 - Mar 2003
Full Profile

Lija Baranowski Buffalo, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Apprentice • Volunteer • Non-Profit • Student Worker • Data Typist • Administrative Clerk • Clerical Specialist • Computer Operator Specialist • Social Workers • Psychology Specialist • Data Entry Specialist • Data Scientist • Retail Professional • Client Service Officer • Retail Salesperson • Customer Service • Human Resources Specialist • Recruitment • Claim Processor • Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician • Bachelor of Arts • Psychologist • Chief Executive

Experience & Education

Location:
Buffalo/Niagara, New York Area
Industry:
Legal Services
Work history:
Erie County Surrogate Court Undergraduate InternMay 2009 - Jul 2009Familiy Justice Center Intake SpecialistJan 2007 - Jun 2007
Skills:
analytical skills, attorney, books, customer service, insurance, inventory management, quality, sap
Full Profile

Irving Isenberg Buffalo, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • IT Manager • Information Technology Director • Project Managers • Project Manager • Recruitment

Experience & Education

Position:
IT Manager at NOCO Energy Corp.
Location:
Buffalo/Niagara, New York Area
Industry:
Oil & Energy
Work history:
NOCO Energy Corp. - Tonawanda, New YorkIT Managersince Sep 2011Getzville Fire Company - Getzville, NYChief2006 - 2011
Full Profile

Ann Woloszynski Buffalo, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Administrative Officer • Vice President • Produce Manager • Chief Executive Officer • Financial Director • Chief Executive • Production Manager • Corporate Executive • Financial Officer • Financial Manager • Banking Professional • Financial Services Professional • Teller • Financial Services Sales Agent • Master of Business Administration • Human Resources Specialist • Recruitment • Certified Professional Coder • Secretary • Management Team Executive • Operations Manager • Business Consultant • Advisor • Medical Support Assistant • Health Support Worker • Healthcare Support • Mathematician • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Administrative VP, Risk Management at M&T Bank
Location:
Buffalo/Niagara, New York Area
Industry:
Banking
Work history:
M&T Bank Administrative VP, Risk Managementsince Jun 2008M&T Bank VP, Product ManagerNov 1998 - Jun 2008
Skills:
Risk, Compliance, Insurance, Enterprise Risk Management, Investments, Series 7, Financial Risk,...
Full Profile

Nicole Cree Buffalo, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Accounting Clerk • Accounts Receivable • Accounts Payable • Accounts Payable Specialist • Accounting Bookkeeper • Bookkeeper • Apprentice • Student Worker

Experience & Education

Position:
Staff Accountant at Freed Maxick CPAs, P.C.
Location:
Buffalo/Niagara, New York Area
Industry:
Accounting
Work history:
Freed Maxick CPAs, P.C. Staff Accountantsince Oct 2012Freed Maxick & Battaglia, CPAs - Batavia, New YorkMAX Program InternJun 2011 - Jul 2011
Full Profile

Joanne Bender Buffalo, NY

Professions & Specialties

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

Experience & Education

Position:
Manager at Gaines Kriner Elliott
Location:
Buffalo/Niagara, New York Area
Industry:
Accounting
Work history:
Gaines Kriner Elliott Managersince Dec 1998Homemakers Upstate Group Accounting ManagerJan 1996 - Dec 1998
Full Profile

Sharon Everett Buffalo, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Examiner • Inspector • Government Administration Professional • Claim Processor • Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician • Community Service Manager

Experience & Education

Position:
Fiduciary at Dept. of Veterans Affairs
Title:
Field Examiner Dept. of Veterans Affairs
Location:
Buffalo/Niagara, New York Area
Industry:
Government Administration
Work history:
Dept. of Veterans Affairs - Buffalo/Niagara, New York AreaFiduciarysince Nov 2011Dept of Veterans Affairs Education Claims ProcessorFeb 2009 - Nov 2011
Full Profile

Diane Rimer Buffalo, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Manager • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Fiduciary Tax Manager at M&T Bank
Location:
Buffalo/Niagara, New York Area
Industry:
Banking
Work history:
M&T Bank Fiduciary Tax Manager
Full Profile

Randy Ahmed Buffalo, NY

Professions & Specialties

Paralegal • Litigation Support Specialist • Fiduciary • Law Specialist • Trust Law Attorney • Lawyers

Experience & Education

Position:
Paralegal at Hodgson Russ LLP
Location:
Buffalo/Niagara, New York Area
Industry:
Law Practice
Work history:
Hodgson Russ LLP Paralegalsince Mar 1991
Full Profile

Gretchen Fierle Buffalo, NY

Professions & Specialties

Trust Law Attorney • Lawyers • Chief Communications Officer • Vice President • Partner • Chief Administrative Officer • Chief Executive • Marketing Manager • Operations Manager • Brand Planner • Brand Representative • Promoter • Organization Management • Model • Corporate Executive • Management Team Executive • Advertising Sales Agent • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Vice president and chief communications officer at HealthNow New York Inc., partner at Invisionit LLC
Title:
Vice President & Chief Communications Officer at HealthNow New York
Location:
Buffalo/Niagara, New York Area
Industry:
Nonprofit Organization Management
Work history:
HealthNow New York Inc. Vice president and chief communications officersince May 2010Invisionit LLC Partnersince Sep 2008
Skills:
Strategic Planning, Public Speaking, Strategy, Vendor Management, Leadership Development,...
governed fiduciary matters
Full Profile

Laura Hafner Buffalo, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Manager • Operations Manager • Controller • Chief Executive Officer • Chairperson • Corporate Executive • Chief Executive • Accounting Clerk • Accounts Receivable • Accounts Payable • Accounts Payable Specialist • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Service Officer • Counselor • Non-Profit • Coordinator • Advisor • Managers • Medical Practice Professional • Psychologist • Medical Practitioner • Bachelor of Arts • Bachelor of Science • Student Worker • Psychology Specialist • Customer Service

Experience & Education

Position:
Accounting Manager at Russo Development
Title:
Acconting Manager at Russo Development
Location:
Buffalo/Niagara, New York Area
Industry:
Accounting
Work history:
Russo Development - Blasdell, NYAccounting Managersince Nov 2012Buffalo Wheelchair, Inc. ControllerDec 2011 - Oct 2012
Full Profile

Kathleen Carey Buffalo, NY

Professions & Specialties

Trust Law Attorney • Lawyers • Director • Operations Manager

Experience & Education

Position:
Director at Freed Maxick & Battaglia, CPAs
Location:
Buffalo/Niagara, New York Area
Industry:
Accounting
Work history:
Freed Maxick & Battaglia, CPAs Directorsince Jan 1982
fiduciary accounting
Full Profile

Jack Gross Buffalo, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Counselor • Project Manager • Advisor • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Project Managers • Chief Executive • Software Tester • Computer Specialist • Managers • Bachelor of Science • Client Service Officer • Customer Service • Recruitment

Experience & Education

Position:
Financial Consultant at Talent Burst / Globalquest
Title:
Consultant for TalentBurst, Inc.
Location:
Buffalo, New York
Industry:
Financial Services
Work history:
Talent Burst / Globalquest - TalentBurst, Inc.Financial Consultantsince 2012HSBC Bank USA - Buffalo, NY~ VP - Operational Risk & Internal ControlsJan 2011 - Jul 2012
Full Profile

Russell Scherrer Buffalo, NY

Professions & Specialties

School Principal • School Administrator • Educational Manager • Licensed Real Estate Broker • Broker Associate • Property Manager • Real Estate Manager • Real Estate Sales Agent • Finance and Accounting Specialist • Accounts Payable • Accounts Payable Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
AVP Principal Review Desk Principal Private Client Services at HSBC Securities, Licensed Real...
Title:
AVP Principal Review Desk Private Client Services
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Work history:
HSBC Securities AVP Principal Review Desk Principal Private Client Servicessince Mar 2011Keller Williams Realty NY Licensed Real Estate Associate Brokersince Nov 2010
..service and customer service to the fiduciary
Full Profile

Christopher Golinski Buffalo, NY

Professions & Specialties

Trust Law Attorney • Lawyers • Vice President • Chief Executive • Security • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
Group Vice President of Wealth Services-Trust Operations at Wilmington Trust subsidary of M&T Bank
Title:
Group Vice President of Trust & Investment Services for Wilmington Trust an M&T Bank company
Location:
Buffalo, New York
Industry:
Financial Services
Work history:
Wilmington Trust subsidary of M&T Bank - Buffalo/Niagara, New York AreaGroup Vice President of Wealth Services-Trust Operationssince Sep 2011
Skills:
Change Leadership, Change Management, Organizational Development, Risk Management, Compliance,...
Professional Trust and Fiduciary Services
Full Profile

Jeffrey Knapp Buffalo, NY

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyers • Financial Director • Chairperson • Financial Officer • Financial Manager • Chief Executive • Business Consultant • Independent Contractor • Advisor • Contractor • Independent Business Owners • Management Team Executive • Operations Manager • Organization Management • Managers • Tax Consultant • Tax Accountant • Master of Business Administration • Psychologist • Employee Relations Specialist • Labor Relations Specialist • Psychology Specialist

Experience & Education

Position:
Director of Finance at Journey's End Refugee Services, Inc., Small Business Consultant at self...
Title:
Director of Finance at Journey's End Refugee Services, Inc.
Location:
Buffalo/Niagara, New York Area
Industry:
Accounting
Work history:
Journey's End Refugee Services, Inc. - Buffalo/Niagara, New York AreaDirector of Financesince Feb 2011Self employment Small Business Consultantsince Feb 2009
Full Profile

Jeff Ryan Buffalo, NY

Professions & Specialties

Trust Law Attorney • Lawyers • Supporting Member • Team Member • Accounting Clerk • Accounting Bookkeeper • Bookkeeper • Business Administrator • Government Administration Professional • Operations Manager • Community Service Manager

Experience & Education

Position:
Experienced Associate at PwC
Location:
Buffalo/Niagara, New York Area
Industry:
Accounting
Work history:
PwC - Buffalo/Niagara, New York AreaExperienced Associatesince Dec 2011Chiampou Travis Besaw & Kershner Staff AccountantJan 2010 - Nov 2011
including fiduciary and course maintenance duties
Full Profile

Jeffrey Leyonmark Buffalo, NY

Professions & Specialties

Trust Law Attorney • Lawyers • Chairperson • Chief Executive • Account Service Manager • Client Service Officer • Marketing Consultant • Market Analyst • Market Research Analyst • Customer Service • Operations Manager • Agent • Sales Representative • Bachelor of Science • Recruitment

Experience & Education

Position:
President at GA Leyonmark Insurance Services, Inc.
Title:
President, GA Leyonmark Insurance Services, Inc.
Location:
Buffalo/Niagara, New York Area
Industry:
Insurance
Work history:
GA Leyonmark Insurance Services, Inc. Presidentsince Apr 2007Entercom Communications Account ExecutiveJul 2006 - Apr 2007
Skills:
Insurance, General Liability, Auto Liability, Fiduciary Liability, Employment Practices Liability,...
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Jeremy Beck Buffalo, NY

Professions & Specialties

Trust Law Attorney • Lawyers • Chairperson • Chief Investment Officer • Vice President • Chief Executive • Management Analysts • Financial Manager • Advisor • Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Technology Director • Technology Manager • Technical Managers • Financial Services Professional • Financial Services Sales Agent • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President/Chief Investment Officer at Anvil Investment Partners
Location:
Buffalo/Niagara, New York Area
Industry:
Investment Management
Work history:
Anvil Investment Partners - Buffalo/Niagara, New York AreaPresident/Chief Investment Officersince Mar 2013Nottingham Advisors Vice President, Portfolio ManagerMar 2008 - Mar 2013
The Fiduciary Management Association
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Terrance Dubois Buffalo, NY

Professions & Specialties

Trust Law Attorney • Lawyers • Banker • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Customer Service • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Capital Markets Professional • Human Resources Specialist • Recruitment • Master of Business Administration • Bachelor of Science • Business Administrator • Management Analyst • Analysts • Operations Manager

Experience & Education

Title:
Experienced Financial Service professional with over 10 years of experience.
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Work history:
Evans Bank Personal / Business BankerSep 2009 - Jul 2010AXA Advisors Financial Planner2006 - 2009
Skills:
Series 7& 63 Securities License, New York State Life and Health Insurance License
..client acquisitions through leveraging fiduciary skills
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Ann Arnold Buffalo, NY

Professions & Specialties

Law Specialist • Judge • Lawyers • Fiduciary • Trust Law Attorney • Chief Administrative Officer • Chief Executive • Deputy Manager • Security • Coordinator • Clerical Specialist • Managers • Juris Doctor • Bachelor of Science • Recruitment

Experience & Education

Position:
Litigation Attorney at Bernhardi Lukasik Law Offices, PLLC
Location:
Buffalo/Niagara, New York Area
Industry:
Law Practice
Work history:
Bernhardi Lukasik Law Offices, PLLC Litigation Attorneysince Jan 2012NYS Office of Court Administration Senior AttorneyJun 2008 - Jun 2011
Skills:
Corporate Law, Commercial Litigation, Legal Research, Intellectual Property, Corporate Governance,...
Languages:
French
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Wendy Hagen Buffalo, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Manager • Operations Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Assistant Manager • Apprentice • Managers • Master of Business Administration • Bachelor of Science • Student Worker

Experience & Education

Position:
Sr. Accountant at Roberts-Gordon, LLC
Title:
Sr. Accountant at Roberts-Gordon LLC
Location:
Buffalo/Niagara, New York Area
Industry:
Accounting
Work history:
Roberts-Gordon, LLC Sr. Accountantsince Sep 2010Burger King (Carrols Corporation) ManagerMay 2006 - Sep 2010
Skills:
Microsoft Excel, Quicken, Management, PowerPoint, Banking, Team Building, Accounting, Financial...
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Jim Olek Buffalo, NY

Professions & Specialties

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

Experience & Education

Position:
Director of Employer Benefits at M&T Bank
Title:
Director of Employer Benefits at
Location:
Buffalo/Niagara, New York Area
Industry:
Banking
Work history:
M&T Bank Director of Employer Benefitssince Sep 1993HSBC VP Employee Benefit TrustJan 1983 - Aug 1993
Skills:
Employee Benefits, ERISA, Qualified Retirement Plans, Fiduciary, 401k, Series 63, Series 7, Mutual...
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David Nardozzi Buffalo, NY

Professions & Specialties

Vice President • Chief Executive • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Vice President/Business Relationship Manager at KeyBank, Vice President at HSBC Bank USA
Title:
Vice President/Business Relationship Manager at KeyBank
Location:
Buffalo/Niagara, New York Area
Industry:
Banking
Work history:
KeyBank Vice President/Business Relationship Managersince 2012HSBC Bank USA Vice Presidentsince Mar 1986
Professional Trust and Fiduciary Services
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Laura Hafner Buffalo, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Controller • Accounting Clerk • Accounting Bookkeeper • Bookkeeper • Apprentice • Client Service Officer • Bachelor of Science • Bachelor of Arts • Psychologist • Student Worker • Psychology Specialist • Customer Service

Experience & Education

Work

Company:
Birch grove landscaping & nursery inc
Controller/accountant
Company:
Brain and spine medical services, pllc
Controller/accountant

Skills

audit, tax, general ledger, Micro Soft Office, Timberline, interpersonal
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Anne Draves Buffalo, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Implementation Manager • Managers • Operations Manager • Director of Operations • Controller • Analysts • Project Managers • Tax Accountant • Associate in Applied Science

Experience & Education

Work

Company:
First niagara bank - Lockport, NY
Operations manager ii
Company:
Premier gourmet corp - Amherst, NY
Controller
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Brendan Keefe Buffalo, NY

Professions & Specialties

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

Experience & Education

Position:
M&T Investment Group at M&T Bank
Title:
Personal Trust Administrator/Banking Officer at Manufacturers and Traders Trust Co.
Location:
Buffalo/Niagara, New York Area
Industry:
Investment Banking
Work history:
M&T Bank M&T Investment Groupsince Mar 2004
Skills:
Banking
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Fiduciarys near Buffalo, NY01Stella Niagara