Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Fiduciarys in North Carolina

Fiduciarys in Charlotte, NC

Find a professional & check records

Here is a complete directory of nearly every professional Fiduciarys in Charlotte, NC.

Be sure to research other cities near here to get the histories of more people.

The Trustoria Professional Directory provides everyone with all the information needed to find the right person for any need.

250 results found

Lois Colbert Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Psychologist • Executive Compensation • Chief Executive • Psychology Specialist • Board Member • Chairperson • Treasurer • Management Team Executive • Operations Manager • Financial Officer • Financial Manager • Copy Desk Chief • Copy Editor • Editing Professional • Writing and Editing Professional • Writer and Editor • Supporting Member • Spokesperson • Representative • Team Member • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Office:
Kilpatrick Townsend & Stockton LLP
Suite 2500, 214 North Tryon Street, Charlotte, NC 28202
Phone:
(704) 338-5045 (Phone)
Specialties:
Employee Benefits, Fiduciary Counseling
ISLN:
903021782
Admitted:
1988, Illinois, 1990, District of Columbia
Biography:
Lois Colbert engages in a comprehensive employee benefits practice with concentration in the areas...
Full Profile

C. Crisp Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Office:
Grier Furr & Crisp, P.A.
101 North Tryon Street, Suite 1240, Charlotte, NC 28246
Phone:
(704) 375-3720 (Phone)
Specialties:
Estate Planning, Nonprofit and Charitable Organizations
ISLN:
913363643
Admitted:
1998, North Carolina and U.S. District Court, Western District of North Carolina
Biography:
Order of the Grail (Vice President); Order of the Golden Fleece; Phi Delta Phi. Member: North...
Full Profile

Christian Perrin Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Nurse • Nurse Practitioner • Advisor

Experience & Education

Office:
Hickmon & Perrin, PC
6135 Park South Drive, Suite 510, Charlotte, NC 28210
Mailing Address:
P.O. Box 471368, Charlotte, North Carolina, 28247
Phone:
(704) 315-7480 (Phone), (704) 973-9674 (Fax)
Specialties:
Estate Planning, Estate and Probate Administration
ISLN:
919498578
Admitted:
2007, Georgia and North Carolina, 2008, South Carolina
Biography:
Throughout his legal career Christian has attained considerable experience and understanding in...
Full Profile

James Hickmon Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Executive Compensation • Chief Executive

Experience & Education

Office:
Hickmon & Perrin, PC
6135 Park South Drive, Suite 510, Charlotte, NC 28210
Mailing Address:
P.O. Box 471368, Charlotte, North Carolina, 28247
Phone:
(980) 939-0265 (Phone), (704) 973-9674 (Fax)
Specialties:
Trusts and Estate Planning, Fiduciary Disputes Resolution & Litigation
ISLN:
916014115
Admitted:
2001, Virginia, 2004, North Carolina
Biography:
PROFESSIONAL AND CIVIC INVOLVEMENT:

North Carolina State Bar

North Carolina ...
Full Profile

Grainger Pierce Charlotte, NC

Professions & Specialties

Paralegal • Litigation Support Specialist • Labor Law Attorney • Fiduciary • Lawyers • Trust Law Attorney • Instructor • Pedagogue • Construction • Apprentice • Security • Supervisor • Managers • Wheeler • Automobile Mechanic • Automotive Specialist • Automotive Professional • Human Resources Specialist • Recruitment • Certified Nurse Aide • Student Worker • Nurse • Nurse Practitioner • Governor • Government Administration Officer • Civil Servant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Board Member • Management Team Executive • Operations Manager

Experience & Education

Office:
Nexsen Pruet, LLC
227 W. Trade St., Ste. 1550, Charlotte, NC 28202
Phone:
(704) 338-5321 (Phone)
Specialties:
Appellate, Employment & Labor Law
ISLN:
914898991
Admitted:
2000, North Carolina, Fourth Circuit Court of Appeals
Biography:
C. Grainger Pierce, Jr. practices in the firm's Employment and Labor Law group.

Mr....
Full Profile

Christopher Lam Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Biotechnology Professional • Biologist • Biological Scientist • Business Leader • Owner • Chief Executive • Management Team Executive • Operations Manager • Representative • Construction • Guide • Advisor • Tour Guide • Agent • Equipment Tools Purchasing Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Physician • Author • Presenter

Experience & Education

Office:
Nexsen Pruet, LLC
227 W. Trade St., Ste. 1550, Charlotte, NC 28202
Phone:
(704) 338-5359 (Phone)
Specialties:
Litigation, Business Disputes
ISLN:
916893802
Admitted:
2002, North Carolina, United States Court of Appeals for the Fourth Circuit
Biography:
Chris Lam is a Member (partner) in the Business Litigation Group in Charlotte, N.C.
Full Profile

James Hickmon Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Supporting Member • Clerk • Team Member • Clerical Specialist • Juris Doctor • Master of Business Administration • Bachelor of Science

Experience & Education

Company:
Hickmon & Perrin, PC
Address:
6135 Park South Drive Suite 510, Charlotte, NC 28210 - Property Information
Phone:
(980) 939-0265 (Office), (704) 973-9674 (Fax)
Specialties:
Trusts - 30%(22 years)
Estate Planning - 30%(22 years)
Licenses:
North Carolina - Authorized to practice law     2004
Virginia - Authorized to practice law     2001
Experience:
Shareholder at Hickmon Law, PC     2012-present
Special Counsel at Hedrick Gardner Kincheloe & Garofalo, LLP     2009-2012
School:
Wake Forest University     2001
Degree:
JD - Juris Doctor - Law
School:
East Carolina University     1996
Degree:
MBA
Languages:
English
Awards:
Legal Elite - Tax and Estate Planning - Business North Carolina Magazine     2013
Five-Star Wealth Manager - Estate Planning - Charlotte Magazine     2012
Associations:
NC Bar Association Estate Planning & Fiduciary Law Ethics Committee - Member     2010-present
NC Bar Association Estate Planning & Fiduciary Law Legislative Committee - Member     2007-present

Jim Hickmon is an wealth transfer, estate planning and employee benefits attorney in Charlotte, NC. ...

Full Profile

Michael Kemmy Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Office:
Conrad Trosch & Kemmy, P.A.
301 S Mcdowell Street, Suite 809, Charlotte, NC 28204
Phone:
(704) 553-8221 (Phone)
Specialties:
Probate, Elder Law
ISLN:
905942948
Admitted:
1980, Kansas, 1982, Texas
Biography:
(Board Certified Specialist in Elder Law, North Carolina State Board of Legal Specialization)
Full Profile

Robert Lyerly Charlotte, NC

Professions & Specialties

Fiduciary • Lawyers • Trust Law Attorney • Partner • Chairperson • Chief Executive • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Office:
Nexsen Pruet, LLC
227 W. Trade St., Ste. 1550, Charlotte, NC 28202
Phone:
(704) 338-5324 (Phone)
Specialties:
Estate Planning and Wealth Transfer Planning, Federal Taxation
ISLN:
913857401
Admitted:
1980, North Carolina
Biography:
Robert D. Lyerly Jr. practices in the firm's Tax and Estate Planning Groups. He advises clients on...
Full Profile

T. Goanos Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Supporting Member • Butler • Team Member • Personal Care Aide • Bachelor of Science • Master of Business Administration • Senator • Legislator

Experience & Education

Office:
Butler Pappas Weihmuller Katz Craig LLP
11620 N. Community House Road, Charlotte, NC 28277
Phone:
(704) 543-2321 (Phone)
Specialties:
Arson & Fraud, Casualty Defense Litigation
ISLN:
919855401
Admitted:
2006, Illinois, U.S. District Court, Eastern District of Michigan
Biography:
T. Nicholas Goanos is an Associate at Butler Pappas. Nicholas presently works in the Charlotte,...
Full Profile

Charles Garella Charlotte, NC

Professions & Specialties

Attorney At Law • Lawyers • Summer Associate • Fiduciary • Paralegal • Trust Law Attorney • Agent • Sales Agent • Sales Representative • Juris Doctor • Bachelor of Arts • Chief Executive

Experience & Education

Company:
Garella Law, P.C.
Address:
409 East Boulevard, Charlotte, NC 28203 - Property Information
Phone:
(980) 321-7933 (Office), (704) 990-6734 (Fax)
Specialties:
Litigation - 60%
Securities / Investment Fraud - 25%
Licenses:
North Carolina - Authorized to practice law     2011
Experience:
Attorney at Law at Garella Law, P.C.     2013-present
Partner at GarellaLondon, PLLC     2012-present
School:
Charlotte School of Law     2011
Degree:
JD - Juris Doctor - Law
School:
Gerry Spence Trial Lawyers College     2010
Degree:
Death Penalty College
Languages:
English
Awards:
Trial Lawyers College 3-week Course - Gerry Spence Trial Lawyers College     2013
Trial Advocacy Honors Distinction - Charlotte School of Law     2010
Associations:
Mecklenburg County Bar, Lawyer Referral Service Committee - Executive Committee Member     2013-present
Mecklenburg County Bar - Attorney Member     2011-present

Kiel actively represents individuals and small businesses in a variety of civil matters. His...

Full Profile

James Pulliam Charlotte, NC

Professions & Specialties

Advocate • Trust Law Attorney • Lawyers • Jurist • Legal Counsel • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Construction

Experience & Education

Office:
Kilpatrick Townsend & Stockton LLP
Suite 2500, 214 North Tryon Street, Charlotte, NC 28202
Phone:
(704) 338-5288 (Phone)
Specialties:
Litigation, Real Estate Finance & Capital Markets
ISLN:
904286906
Admitted:
1989, North Carolina, 1998, South Carolina
Biography:
Jim Pulliam focuses his practice on litigation and loan servicing matters relating to commercial...
fiduciary duty
Full Profile

Janice Davies Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chairperson • Chief Executive

Experience & Education

Office:
Davies Law, PLLC
15720 John J. Delaney Drive, Suite 203, Charlotte, NC 28277
Phone:
(704) 295-1001 (Phone), (704) 295-1004 (Fax)
Specialties:
Trusts and Estates, Wills
ISLN:
914987121
Admitted:
1999, North Carolina, 2001, South Carolina and District of Columbia
Biography:
Author: "Recent Developments," The Will and the Way, NCBA Estate Planning and Fiduciary Law...
Full Profile

Stephen Morris Charlotte, NC

Professions & Specialties

Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Office:
Essex Richards, P.A.
1701 South Boulevard, Charlotte, NC 28203
Phone:
(704) 377-4300 (Phone)
Specialties:
Business, Tax
ISLN:
902356281
Admitted:
1976, North Carolina, U.S. District Court, Western District of North Carolina
Estate Planning and Fiduciary Law
Full Profile

Cynthia Brown Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Representative • Volunteer • Counselor • Publisher • Philanthrope • Non-Profit • Advisor • Publishing Professional • Treasurer • Chairperson • Chief Executive • Financial Officer • Financial Manager • Controller • Accounts Payable • Accounts Payable Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Farmer • Farmworker • Master of Business Administration

Experience & Education

Position:
Director-Compensation and Benefits Consulting at Grant Thornton LLP
Location:
Charlotte, North Carolina
Industry:
Accounting
Work history:
Grant Thornton LLP - Charlotte, North Carolina AreaDirector-Compensation and Benefits Consultingsince Nov 2012Comperio Retirement Consulting, Inc Registered Investment RepresentativeJan 2007 - Nov 2012
Full Profile

Nancy Norelli Charlotte, NC

Professions & Specialties

District Court Judge • General Counsel • Assistant Attorney General • Mediator • Judge • Fiduciary • Of Counsel • Jurist • Legal Counsel • Attorney General • Lawyers • Trust Law Attorney • Senior Vice President • Partner • Chairperson • Director • Founder • Vice President • Chief Executive • Operations Manager • Founding Member • Supporting Member • Team Member • Oncologist • Medical Practice Professional • Medical Practitioner • Councilor • Counselor Education Professor • Educational Counselor • Editor

Experience & Education

Office:
Norelli Law, PLLC
1340 Harding Place, Charlotte, NC 28204
Phone:
(704) 376-5484 (Phone)
Specialties:
Mediation, Estate Planning
ISLN:
904127339
Admitted:
1977, Massachusetts and North Carolina
Biography:
Retired District Court Judge (2000-2009); Nancy Black Norelli, PLLC (1997-2000) (firm acquired by...
Full Profile

James Culbreth Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • School Principal • School Administrator • Educational Manager • Executive Compensation • Business Leader • Chairperson • Chief Executive • Representative • Leader • Guide • Managers • Tour Guide

Experience & Education

Office:
Shumaker, Loop & Kendrick, LLP
128 South Tryon Street, Suite 1800, Charlotte, NC 28202
Phone:
(704) 945-2186 (Phone)
Specialties:
Employee Compensation and Benefits
ISLN:
908087851
Admitted:
1981, District of Columbia, 1982, Virginia
Biography:
James H. Culbreth, Jr.'s principal area of practice is employee benefits. Jim has over 30 years of...
Full Profile

Kenneth Essex Charlotte, NC

Professions & Specialties

Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Office:
Essex Richards, P.A.
1701 South Boulevard, Charlotte, NC 28203
Phone:
(704) 377-4300 (Phone)
Specialties:
Business, Mergers and Acquisitions
ISLN:
907564254
Admitted:
1970, North Carolina, U.S. Tax Court
Military:
U.S. Army, Active Duty, USARV, 1966-1967
Fiduciary
Full Profile

Amber Duncan Charlotte, NC

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyers • Master of Science • Bachelor of Science • Educational Assistant Teacher • Higher Education Professional • School Administrator • Educational Manager • Chief Executive

Experience & Education

Position:
Attorney at Smith Moore Leatherwood LLP
Location:
Charlotte, North Carolina
Industry:
Law Practice
Work history:
Smith Moore Leatherwood LLP - Charlotte, North Carolina AreaAttorneysince Sep 2008
Full Profile

John Carpenter Charlotte, NC

Professions & Specialties

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

Experience & Education

Office:
John J. Carpenter, Esq.
4401 Barclay Downs Drive, Suite 200, Charlotte, NC 28209
Phone:
(704) 973-5343 (Phone), (704) 414-2658 (Fax)
ISLN:
908524738
Admitted:
1984, North Carolina, 1985, U.S. District Court, Western District of North Carolina
Biography:
Selected in the area of Tax Law as: NC Super Lawyer, 2006 - 2013; Best Lawyers in America, 2008 -...
Full Profile

Richard Bigger Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chairperson • Chief Executive

Experience & Education

Office:
Wishart Norris Henninger & Pittman P.A.
6832 Morrison Boulevard, Charlotte, NC 28211
Phone:
(704) 364-0010 (Phone), (704) 364-0569 (Fax)
Specialties:
Estate Planning and Administration, Corporate Law
ISLN:
909030757
Admitted:
1964, North Carolina, 1966, U.S. District Court, Western District of North Carolina
Military:
With U.S. Navy, active duty, 1959-1961
Biography:
2012, Selected for inclusion in North Carolina Super Lawyers in the practice area of Estate...
Full Profile

Allen Mccollum Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Master of Business Administration • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Accounting Bookkeeper • Bookkeeper • Team Member • Student Worker

Experience & Education

Position:
Specialized Fiduciary Officer at U.S. Trust, Bank of America Private Wealth Management
Title:
MBA Candidate at Wake Forest University & Fiduciary Officer at U.S. Trust
Location:
Charlotte, North Carolina
Industry:
Banking
Work history:
U.S. Trust, Bank of America Private Wealth Management - Charlotte, North Carolina AreaSpecialized Fiduciary Officersince Feb 2013First Citizens Bank - Charlotte, NCTrust Account Specialist IIDec 2011 - Jan 2013
Certifications:
Real Estate Brokers License, N.C. Real Estate Commission
Full Profile

Trey Lindley Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Construction

Experience & Education

Address:
225 S. Mcdowell St., Charlotte, NC 28204
Phone:
(704) 641-9494 (Phone)
Work:
Lindley Law  (2014)
Expirience:
20 years
Specialties:
Appeals & Appellate, Employment Law
Jurisdiction:
North Carolina  (2003)
4th Circuit  (2005)
Law School:
University of North Carolina - Chapel Hill
Full Profile

Jim Culbreth Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Law Specialist • Chief Executive

Experience & Education

Position:
Attorney at Shumaker Loop & Kendrick LLP
Location:
Charlotte, North Carolina Area
Industry:
Legal Services
Work history:
Shumaker Loop & Kendrick LLP Attorneysince Feb 2009
Full Profile

Paul Stamler Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Managing Partner • Director • Chief Executive Officer • Team Leader • Partner • Chief Executive • Operations Manager • Corporate Executive • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Financial Officer • Financial Manager • Account Manager • Leader • Managers • Bachelor of Science • Property Manager • Real Estate Manager • Brand Representative • Recruitment

Experience & Education

Position:
Managing Partner at Stamler & Associates LLC
Title:
Asset Management, Compliance & Distribution Consulting
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
Stamler & Associates LLC Managing Partnersince Jun 2003Bank of America Managing Director – Asset ManagementFeb 2001 - Feb 2003
Skills:
Social Media, Compliance, Business Strategy, Accounting, Business Analysis, Business Management,...
Full Profile

Christina Nichols Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Human Resources Specialist • Recruitment • Project Manager • Chief Administrative Officer • Project Managers • Chief Executive • Mortgage Loan Processor • Mortgage Accountant • Loan Accountant • Customer Service • Client Service Officer • Office Clerk • Clerical Specialist • Administrative Clerk • Financial Director • Treasurer • Corporate Executive • Vice President • Financial Officer • Financial Manager • Controller • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Engineering Specialist • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Physical Therapist • Supervisors • Physical Therapists

Experience & Education

Title:
Human Resources Professional
Location:
Charlotte, North Carolina Area
Industry:
Human Resources
Work history:
BCCK Engineering, Inc. Administrative Project ManagerApr 2007 - Nov 2010Community National Bank - Midland, TXMortgage Loan ProcessorJul 2005 - Mar 2007
Full Profile

Catherine Mcclain Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Project Manager • Business Consultant • Non-Profit • Counselor • Advisor • Chief Executive Officer • Project Managers • Corporate Executive • Chief Executive • Managers • Management Analyst • Analysts

Experience & Education

Title:
Experienced Management & Financial Consultant, Project Manager, and Training & Development Professional
Location:
Charlotte, North Carolina Area
Industry:
Management Consulting
Work history:
Kenan Institute of Private Enterprise at the University of North Carolina at Chapel Hill - Charlotte, North Carolina AreaSenior Business Consultant / Project Manager2005 - 2013Kenan Institute Charlotte, The Kenan Institute of Private Enterprise - Charlotte, NCExecutive Director1999 - 2005
Languages:
French - Conversational
Full Profile

Erika Paige Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Coordinator • Supporting Member • Managers • Team Member • Author • Lobby Attendant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Recruitment

Experience & Education

Location:
Charlotte, North Carolina
Industry:
Investment Management
Work history:
ABG Pentegra - Charlotte, North Carolina AreaProject CoordinatorOct 2011 - Jun 2013LPL Financial - Charlotte, North Carolina AreaOperations SpecialistApr 2010 - Oct 2011
Full Profile

Brendan Dignan Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Produce Manager • Partner • Director • Production Manager • Chief Executive • Operations Manager • Marketing Manager • Guide • Construction • Tour Guide • Product Specialist • Financial Manager • Analysts • Team Member • Financial Consultant • Financial Services Sales Agent • Puchasing and Estimating Manager • Underwriter • Master of Business Administration • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sr. Product Manager, SVP at U.S. Trust, Bank of America Private Wealth Management
Title:
Sr. Product Manager at U.S. Trust, Bank of America Private Wealth Management
Location:
Charlotte, North Carolina
Industry:
Investment Management
Work history:
U.S. Trust, Bank of America Private Wealth Management - Charlotte, NCSr. Product Manager, SVPsince Sep 2009TIAA-CREF - Charlotte, NCDirector, Product ManagementSep 2006 - Aug 2008
Skills:
Closing Deals, Due Diligence, Alternative Investments, Investment Modeling, Asset Allocation,...
Certifications:
Chartered Financial Analyst (CFA), CFA Institute
Chartered Alternative Investment Analyst (CAIA), CAIA Association
Full Profile

Patrina Debiase Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Office Administrator • Chief Administrative Officer • Operations Manager • Chief Executive • Coordinator • Managers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Agent • Supplier • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • Marketing Manager • Clerical Specialist • Department Store Salesperson • Retail Professional • Retail Salesperson • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Sales Office Administrator at Allen Tate Realtors
Location:
Charlotte, North Carolina
Industry:
Real Estate
Work history:
Allen Tate Realtors - Ballantyne - Charlotte NCSales Office AdministratorRe/Max Accomplished Realty - Franklin Lakes, NJFront Desk Administrator/Real Estate AssistantJan 2011 - May 2013
Full Profile

Ed Dibble Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Human Resources Specialist • Recruitment • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Public Accountant • Sales Representative • Analysts

Experience & Education

Position:
Senior Recruiter, Wealth Management - - Investment & Fiduciary Services at Wells Fargo
Title:
Senior Recruiter, Wells Fargo Wealth Management http://wellsfargojobs.com/
Location:
Charlotte, North Carolina
Industry:
Financial Services
Work history:
Wells Fargo Senior Recruiter, Wealth Management - - Investment & Fiduciary Servicessince 2011Bankston Partners, a division of Integra Staffing Senior Recruiter2010 - 2011
Full Profile

Wayne Tsunoda Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President of Finance • Chief Executive Officer • Senior Manager • Vice President • Chief Executive • Corporate Executive • Operations Manager • Human Resources Specialist • Recruitment • Model • Counselor • Advisor • Consumer Goods Professional • Commodities Clerk • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Financial Officer • Financial Manager • Managers • Team Member • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager

Experience & Education

Title:
Vice President Finance at Hendricks Furniture Group
Location:
Charlotte, North Carolina Area
Industry:
Consumer Goods
Work history:
Hendricks Furniture Group Vice President FinanceJan 2010 - Feb 2011KPMG Audit Senior ManagerApr 2005 - Jan 2010
Full Profile

Laura Hughes Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Software Tester • Information Technology Specialist • Computer Specialist • IT Specialist • Analyst • Analysts • Manager • Operations Manager • Computer Software Professional • IT Analyst • Software Developer • Software Developers • Managers • Advisor • Team Member • Skilled Professional • Director • Technical Managers • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Bachelor of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Quality Assurance Analyst at Thinkgate LLC
Location:
Charlotte, North Carolina Area
Industry:
Information Technology and Services
Work history:
Thinkgate LLC - Charlotte, North Carolina AreaQuality Assurance Analystsince Feb 2013Charles Schwab - Charlotte, North Carolina AreaSr. Quality Asurance AnalystAug 2012 - Jan 2013
Full Profile

Stephanie Safrit Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Bookkeeper

Experience & Education

Position:
Trust Fiduciary Officer at First Citizens Bank
Location:
Charlotte, North Carolina Area
Industry:
Banking
Work history:
First Citizens Bank - Charlotte, NCTrust Fiduciary Officersince 1995
Full Profile

Mary Abbott Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Client Manager • Client Service Officer • Relationship Manager • Agent • Account Service Manager • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Service Manager • Representative • Service Operations Expert • Human Resources Specialist • Recruitment • Manager • Operations Manager

Experience & Education

Position:
Client Services Manager at The Newport Group
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
The Newport Group - Charlotte, NCClient Services Managersince Oct 2010First Citizens Bank - Raleigh, NCTrust Relationship Officer, InternalFeb 2009 - Oct 2010
Full Profile

Bryan Edwards Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Manager • Business Development Manager • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Customer Service • Client Service Officer • Financial Manager • Managers • Sales Representative • Recruitment • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Nurse • Nurse Practitioner • Property Manager • Real Estate Manager

Experience & Education

Position:
Vice President/Relationship Manager-Institutional Advisory Services at First Citizens Bank
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
First Citizens Bank Vice President/Relationship Manager-Institutional Advisory Servicessince Sep 2010Wells Fargo Institutional Retirement and Trust Vice President/Retirement Plan ConsultantJan 2008 - Sep 2010
Full Profile

Brian Luke Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Executive Officer • Treasurer • Executive Vice President • Financial Director • Director • Senior Vice President • Corporate Executive • Chief Executive • Financial Officer • Financial Manager • Vice President • Operations Manager • Accounts Receivable • Accounts Payable • Accounts Payable Specialist • Author

Experience & Education

Position:
General Manager, Corporate Treasury and Assistant Treasurer at Horizon Lines
Title:
General Manager, Corporate Treasury and Assistant Treasurer
Location:
Charlotte, North Carolina
Industry:
Transportation/Trucking/Railroad
Work history:
Horizon Lines - Charlotte, North Carolina AreaGeneral Manager, Corporate Treasury and Assistant Treasurersince Apr 2011Horizon Lines - Charlotte, North Carolina AreaDirector, Corporate TreasuryJun 2008 - Mar 2011
Languages:
English, Spanish
Certifications:
Certified Treasury Professional (CTP), Association of Financial Professionals
Full Profile

Rod Hoover Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Manager • Chief Investment Officer • Senior Vice President • Board Member • Chairperson • Operations Manager • Financial Manager • Management Analysts • Vice President • Chief Executive • Management Team Executive • Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Construction • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Senior Investment Manager-Institutional Asset Advisors at Wells Fargo
Title:
Senior Investment Manager at Wells Fargo
Location:
Charlotte, North Carolina Area
Industry:
Investment Management
Work history:
Wells Fargo - Charlotte, NCSenior Investment Manager-Institutional Asset Advisorssince Nov 2009Wachovia, A Wells Fargo Company Chief Investment Officer, Wachovia Pension and Savings Plan; Senior Vice President BOLI Program Mgr2004 - 2009
Full Profile

Pete Marriott Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Executive Officer • Sales Director • Corporate Executive • Chief Executive • Sales Manager • Master of Business Administration • Pension Administrator • Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper • Sales Representative • Behavioral Consultant • Psychology Specialist • Area Manager • Managers • Air Transportation Worker • Recruitment • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Managing Director at Trinity Retirement Solutions
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
Trinity Retirement Solutions - Charlotte, NCManaging Directorsince Dec 2012OneAmerica Regional Sales DirectorMay 2006 - Dec 2012
Skills:
Retirement Planning, Employee Benefits, 401k, ERISA, Pensions, Defined Benefit, Consultative...
Full Profile

Jeff Crenshaw Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Counselor • Advisor • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Senior Manager • Vice President • Operations Manager • Chief Executive • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Area Retirement Plan Consulting at AJ Gallagher
Title:
Consultant at AJ Gallagher
Location:
Charlotte, North Carolina Area
Industry:
Investment Management
Work history:
AJ Gallagher - Charlotte, NCArea Retirement Plan Consultingsince Jun 2012Corporate Benefit Advisors - CharlotteSr. Vice PresidentJun 2007 - Jun 2012
Skills:
Employee Benefits, Defined Benefit, Retirement, 401k, Pensions, Strategic Planning, Risk...
Languages:
Spanish
Full Profile

Craig Khan Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Security Officer • Security • Counselor • Subject Matter Expert • Advisor • Skilled Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales and Service Specialist • Sales Agent • Sales Representative • Chief Executive • Systems Support Specialist • Support Specialists

Experience & Education

Position:
Security Officer at TIAA-CREF Trust Company, FSB
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
TIAA-CREF Trust Company, FSB - Charlotte, NCSecurity Officersince May 2012TIAA-CREF Information Security ConsultantJul 2006 - May 2012
Skills:
SDLC, Information Security, Information Security Management, Computer Security, Risk Assessment,...
Full Profile

Nekesha Green Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Analyst • Supporting Member • Office Assistant • Recognition • Contractor • Analysts • Team Member • Office Clerk • Clerical Specialist • Assistant Vice President • Chief Administrative Officer • Vice President • Chief Executive • SharePoint Administrator • Network Systems Administrator • Computer Network Professional • Network Administrator • Designers • Human Resources Specialist • Recruitment • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Manufacturing Laborer • Laborer • Managers • Public Relations Professinal • Sales Manager • Information Technology Specialist • Systems Support Specialist • Support Specialists • IT Specialist • Bachelor of Science • Entertainment Professional • Camera Operators • Entertainer • Student Worker • Retail Sales Manager

Experience & Education

Position:
Assistant Vice President, Project Management Office (PMO) Analyst at Bank of America Home Loans
Title:
AVP, Project Management Office Analyst at Bank of America
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
Bank of America Home Loans - Charlotte, North Carolina AreaAssistant Vice President, Project Management Office (PMO) Analystsince May 2011Bank of America Consumer & Small Business Banking: Technology & Operations - Charlotte, North Carolina AreaOfficer, Executive AssistantJan 2004 - 2011
Skills:
Project Management, Corporate Governance, Operations Management, Office Administration, Microsoft...
Full Profile

Rocky D'alessandro Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Counselor • Advisor • Chief Administrative Officer • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative

Experience & Education

Position:
Retirement Plan Consultant at MillenniuM Investment & Retirement Advisors, LLC
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
MillenniuM Investment & Retirement Advisors, LLC - Charlotte, North Carolina AreaRetirement Plan Consultantsince Aug 2012Stanley Benefit Services Vice President - ConsultantJun 2011 - Jul 2012
Full Profile

Benjamin Lee Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Executive Officer • Corporate Executive • Chief Executive • Project Managers • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Information Technology Specialist • IT Specialist • Project Manager • School Administrator • Educational Manager

Experience & Education

Position:
Managing Director at Charles Schwab
Location:
Charlotte, North Carolina Area
Industry:
Information Technology and Services
Work history:
Charles Schwab Managing Directorsince Apr 1995Piper Jaffray Project Manager1994 - 1995
Skills:
Vendor Management, 401k, Product Management, SDLC, Process Improvement, Investments, Business...
Full Profile

Debra Foster Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chairperson • Chief Executive

Experience & Education

Office:
Debra L. Foster, P.A.
200 Providence Road, Suite 206, Charlotte, NC 28207
Phone:
(704) 375-0600 (Phone), (704) 375-0669 (Fax)
Specialties:
Estate Planning, Tax Exempt Organizations
ISLN:
907325770
Admitted:
1982, North Carolina
Biography:
Member: Order of the Coif; National Moot Court Team; North Carolina Law Review. Chair,...
Full Profile

Michael Shoniker Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Counselor • Advisor • Sales Person • Sales Representative • Human Resources Specialist • Recruitment • Co-Founder • Founder • Founding Member • Chief Executive

Experience & Education

Position:
Retirement Sales Consultant at Paychex
Title:
Paychex Retirement Plan Consultant
Location:
Charlotte, North Carolina Area
Industry:
Human Resources
Work history:
Paychex - charlotte, north carolina areaRetirement Sales Consultantsince Feb 2010Lyfeography - Rochester, New York AreaCo-FounderOct 2010 - Feb 2012
Full Profile

Jeff Crenshaw Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Counselor • Advisor • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Senior Manager • Vice President • Operations Manager • Chief Executive • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Area Retirement Plan Consulting at AJ Gallagher
Title:
Consultant at AJ Gallagher
Location:
Charlotte, North Carolina Area
Industry:
Investment Management
Work history:
AJ Gallagher - Charlotte, NCArea Retirement Plan Consultingsince Jun 2012Corporate Benefit Advisors - CharlotteSr. Vice PresidentJun 2007 - Jun 2012
Languages:
Spanish
Full Profile

Brad Joffe Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Data Analyst • Data Entry Specialist • Data Scientist • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Corporate Workplace Analyst - Bank of America Account at Jones Lang LaSalle
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
Jones Lang LaSalle - Charlotte, North Carolina AreaCorporate Workplace Analyst - Bank of America Accountsince Dec 2012Citco Fund Services - Charlotte, North Carolina AreaData AnalystFeb 2011 - Nov 2012
Skills:
Data Analysis, Bloomberg Terminal, Excel, Outlook, PowerPoint, Word, SPSS, Statistics, Financial...
Full Profile

James Holland Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Executive Compensation • Advisor • Bachelor of Science • Financial Services Professional • Financial Services Sales Agent • Recruitment • Sales Representative

Experience & Education

Position:
Professional Front Line Independent Fiduciary Protecting Plan Sponsors/Trustees at MillenniuM...
Title:
MillenniuM Investment & Retirement Advisors LLC
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
MillenniuM Investment & Retirement Advisors LLC Professional Front Line Independent Fiduciary Protecting Plan Sponsors/Trusteessince Jun 2009JPH Consulting Group PartnerMay 2003 - May 2009
Full Profile

Steven Brown Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Independent Contractor • Counselor • Contractor • Advisor • Account Manager • Supporting Member • Team Member • Operations Manager • Financial Officer • Financial Manager

Experience & Education

Position:
Accounting Consultant at Independent Contractor
Title:
CPA
Location:
Charlotte, North Carolina Area
Industry:
Accounting
Work history:
Independent Contractor Accounting Consultantsince Aug 2012Point CPA - Bismarck, North Dakota AreaAccountantNov 2010 - May 2012
Full Profile


Fiduciarys near Charlotte, NC012345MatthewsRock HillHuntersvilleHarrisburgMonroeWaxhaw