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Fiduciarys in Vermont

Fiduciarys in Burlington, VT

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15 results found

Andre Bouffard Burlington, VT

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Law Clerk • Law Specialist • Judicial Law Clerk • Author • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Office:
Downs Rachlin Martin PLLC
Courthouse Plaza, Burlington, VT 05402
Phone:
(802) 662-3916 (Phone)
Specialties:
Bankruptcy and Business Restructuring, Creditors' Rights and Insolvency Litigation
ISLN:
908893254
Admitted:
1986, Vermont, 1988, U.S. District Court, District of Vermont
Biography:
Phi Beta Kappa; Executive Editor, Maine Law Review, 1986; Law Clerk to Hon. William C. Hill,...
Full Profile

Elise Polli Burlington, VT

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Buyer • Buyer and Seller • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Development Director • HR Manager • Operations Manager • Founder • Founding Member • Chief Executive • Financial Services Professional • Financial Services Sales Agent • Non-Profit • Health Professional • Health Practitioner

Experience & Education

Position:
Buyer Specialist at The Marcelino Team-Real Estate
Location:
South Burlington, Vermont
Industry:
Real Estate
Work history:
The Marcelino Team-Real Estate - 120 Kimball Ave., Suite 105, So. Burlington, VT 05403Buyer Specialistsince Jun 2013Visiting Nurse Association of Chittenden and Grand Isle Counties - ColchesterAssistant Director of Development and Community RelationsDec 2011 - Jun 2013
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Daniel Boardman Burlington, VT

Professions & Specialties

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

Experience & Education

Position:
Owner at Hickok Boardman Retirement Solutions
Title:
Owner, Hickok & Boardman Retirement Solutions
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
Hickok Boardman Retirement Solutions Ownersince Jul 1988
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Kevin Farley Burlington, VT

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative

Experience & Education

Position:
Financial Advisor at Merchants Bank
Title:
Financial Advisor - Merchants Bank
Location:
Burlington, Vermont Area
Industry:
Banking
Work history:
Merchants Bank Financial Advisorsince Aug 1999New York Life Insurance Company AgentJul 1996 - Jul 1999
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Joanne Bottger Burlington, VT

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Government Administration Professional • Community Service Manager • Board Member • Chairperson • Chief Executive • Operations Manager • Project Managers • Management Team Executive • Designers • Project Manager • Volunteer • Contractor • Fabricator • Construction • Non-Profit • Production Worker • Independent Business Owners

Experience & Education

Position:
Lead Project Specialist at CEDO at City of Burlington
Title:
Lead Project Specialist at City of Burlington
Location:
Burlington, Vermont Area
Industry:
Government Administration
Work history:
CEDO at City of Burlington - Burlington, Vermont AreaLead Project Specialistsince Jan 2012City of Burlington Housing Program Specialist, CEDOMar 2011 - Dec 2011
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Timothy Peyko Burlington, VT

Professions & Specialties

Partner • Chief Executive Officer • Founder • Chief Executive • Corporate Executive • Founding Member • Certified Nurse Aide • Nurse • Nurse Practitioner • Bookkeeper

Experience & Education

Position:
Founding Partner at Castle Advisors LLP, CEO at Strategic Benefits Group, LLC
Title:
Founding Partner at Castle Advisors LLP
Location:
Burlington, Vermont Area
Industry:
Insurance
Work history:
Castle Advisors LLP Founding Partnersince 2007Strategic Benefits Group, LLC CEOsince 1984
Professional Trust and Fiduciary Services
Full Profile

Kent Scrivener Burlington, VT

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Counselor • Advisor • Market Analyst • Marketing Consultant • Market Research Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers • Sales Representative • Sales Agent • Inside Sales Representative • Supplier • Services Professional • Sales and Service Specialist • Chief Administrative Officer • Chief Executive • Operations Manager • Information Technology Specialist • IT Specialist

Experience & Education

Title:
Consultant
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
Quick Technologies - Boston, MAInside SalesApr 2012 - Aug 2012NexTrade360 - Grand Isle, VermontSales and Marketing ConsultantAug 2011 - Aug 2012
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Dan Stanyon Burlington, VT

Professions & Specialties

Lawyers • Relationship Manager • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • School Administrator • Educational Manager

Experience & Education

Position:
Sr. Relationship Manager at Merchants Trust Company
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
Merchants Trust Company - 275 Kennedy DriveSr. Relationship Managersince Jan 2007Chittenden Bank AVP, Trust OfficerSep 1988 - Jan 2007
Skills:
Wealth Management Services, Estate Planning, Retirement Planning, Trusts, Investments, Asset...
Certifications:
Certified Trust and Financial Advisor, Institute of Certified Bankers
Professional Trust and Fiduciary Services
Full Profile

Rebecca Walsh Burlington, VT

Professions & Specialties

Lawyers • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Wealth Manager at Pathway Financial Advisors, LLC
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
Pathway Financial Advisors, LLC Wealth Managersince Sep 2009
Skills:
Financial Advice, Asset Allocation, Consultation, Investment Strategies, Estate Planning, Financial ...
Languages:
Italian
Certifications:
Certified Financial Planner (tm), CFP Board of Standards
Focus on Fiduciary
Full Profile

Douglas Viau Burlington, VT

Professions & Specialties

Trust Law Attorney • Lawyers • Manager • Team Leader • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Construction Specialist • Construction Laborer • Model • Financial Analyst • Bachelor of Science • Hospital Care Professional • Health Professional • Health Practitioner • Analysts • Sales Representative

Experience & Education

Position:
Treasury Manager at Fletcher Allen Health Care
Title:
Investment Oversight & Debt Management at Fletcher Allen Health Care
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
Fletcher Allen Health Care - Burlington, Vermont AreaTreasury Managersince Jun 2012Dwight Asset Management - Burlington, VermontPortfolio Construction SpecialistJan 2011 - May 2012
Certifications:
CIPM - Certificate in Investment Performance Measurement, CFA Institute
Reduced fiduciary risk by establishing a process to analyz..
Full Profile

W. Hamel Burlington, VT

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Owner • Chief Executive Officer • Chief Executive • Corporate Executive • Psychologist • Medical Practice Professional • Medical Practitioner • Psychology Specialist • Operations Manager • General and Operations Manager • Director of Operations • Drug Addiction Counselor • Rehabilitation Counselor • Community Health • Advisor

Experience & Education

Position:
Owner at Synergy Counseling Group, LLC, CEO at Synergy Counseling Group, LLC
Location:
Burlington, Vermont Area
Industry:
Medical Practice
Work history:
Synergy Counseling Group, LLC OwnerSynergy Counseling Group, LLC CEOsince Mar 2007
Skills:
Addiction treatment specialist, certified and licensed since 1991
Full Profile

Justin Daniels Burlington, VT

Professions & Specialties

Trust Law Attorney • Lawyers • Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Analyst • Analyst • Analysts • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Director, Treasury Operations at National Life Group
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
National Life Group Director, Treasury Operationssince Jan 2011National Life Group Treasury Business AnalystDec 2007 - Jan 2011
Fiduciary Tax Accountant at State Street Bank and..
Full Profile

Jonathan Barnes Burlington, VT

Professions & Specialties

Senior Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior VP at Morgan Stanley
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
Morgan Stanley Senior VPsince Oct 1983
401,K,Fiduciary Standard Discussion Group for RIAs
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Kimberly Mack Burlington, VT

Professions & Specialties

Trust Law Attorney • Lawyers • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Wealth Management Tax & Financial Control Manager at People's United Bank
Title:
Wealth Management Tax & Financial Control Manager
Location:
Burlington, Vermont Area
Industry:
Banking
Work history:
People's United Bank Wealth Management Tax & Financial Control Managersince Aug 2005
Professional Trust and Fiduciary Services
Full Profile

Eileen Townsend Burlington, VT

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Agent • Sales Representative • Construction • Recognition • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Banker • Financial Services Professional • Financial Services Sales Agent • Marketing Director • Manager • Operations Manager • Chief Executive • Reporter • Editor • Property Manager • Real Estate Manager

Experience & Education

Specialties:
Residential sales, Luxury homes, First time home buyers, Relocation
Work:
Hickok and Boardman
South Burlington, VT
(802) 735-0106 (Phone)
License #856510775
Certifications:
ABR, CRS
Client type:
Home Buyers, Home Sellers
Property type:
Single Family Home, Condo/Townhome, Multi-family
Interests:
People, Music, Theater, Running, Yoga, Reading, Education, Cooking, Exploring new places, Travel
Full Profile

Fiduciarys near Burlington, VT01Stowe


Fiduciarys around Burlington, VT

Stowe  (1)

Fiduciarys in Vermont

Sub-specializations

Fiduciary  (15)