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Fiduciarys in Ohio

Fiduciarys in Columbus, OH

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171 results found

Samir Dahman Columbus, OH

Professions & Specialties

Fiduciary • Criminal Defense Lawyer • Trust Law Attorney • Lawyer • Defense Attorney • Construction • Contractor • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Independent Business Owners

Experience & Education

Office:
Dahman Law, LLC
Two Miranova Place, Suite 500, Columbus, OH 43215
Mailing Address:
Two Miranova Place, Suite 500, Columbus, Ohio, 43215
Phone:
(614) 636-1250 (Phone), (614) 633-3366 (Fax)
Specialties:
Arbitration, Asset Protection
ISLN:
919788761
Admitted:
2007, Ohio, 2008, U.S. District Court, Southern District of Ohio
Biography:
Samir Dahman founded Dahman Law after practicing for years at Ohio's largest law firms. His...
Full Profile

Kessia Cericola Columbus, OH

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Investor

Experience & Education

Office:
Dahman Law, LLC
Two Miranova Place, Suite 500, Columbus, OH 43215
Mailing Address:
Two Miranova Place, Suite 500, Columbus, Ohio, 43215
Phone:
(614) 636-1256 (Phone), (614) 633-3366 (Fax)
Specialties:
Business Law, Business Arbitration
ISLN:
921978662
Admitted:
Ohio, 2013
Full Profile

Elizabeth Schmitz Columbus, OH

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer

Experience & Education

Office:
Elizabeth S. Schmitz Attorney at Law
1900 Polaris Parkway, Suite 450, Columbus, OH 43240
Phone:
(614) 785-4980 (Phone), (740) 657-1354 (Fax)
Specialties:
Wills, Trusts
ISLN:
909633668
Admitted:
1991,Ohio
Biography:
Former Member, Legal Department and Trust Officer, National City Bank.
Full Profile

Julie Davis Columbus, OH

Professions & Specialties

General Counsel • Of Counsel • Jurist • Legal Counsel • Fiduciary • Judge • Lawyer • Trust Law Attorney • Psychologist • Board Director • Board Member • Management Team Executive • Operations Manager • Non-Profit • Psychology Specialist • Chief Administrative Officer • Executive Vice President • Director of Quality Control • Chief Executive • Vice President • Compliance Manager • Project Development Specialist • Clerk • Spokesperson • Representative • Advisor • Skilled Professional • Clerical Specialist • Secretary • Construction Manager

Experience & Education

Office:
James E. Arnold & Associates, LPA
115 West Main Street, Fourth Floor, Columbus, OH 43215
Phone:
(614) 410-0032 (Phone), (614) 469-1134 (Fax)
Specialties:
Investigations, Crisis Management
ISLN:
907987640
Admitted:
1985, Ohio
Biography:
Julie is an experienced and personable investigator, crisis manager and litigator who has managed...
Full Profile

David Butler Columbus, OH

Professions & Specialties

Trial Lawyer • Fiduciary • Receivership • Attorney At Law • Magistrate • Lawyer • Trust Law Attorney • Bankruptcy Attorney • Financial Regulation Attorney • Justice of The Peace • Administrative Court Justice • Administrative Law Attorney • Of Counsel • Jurist • Legal Counsel • Butler • Representative • Volunteer • Personal Care Aide • Non-Profit • Chief Administrative Officer • Chairperson • Board Member • Chief Executive • Management Team Executive • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Photographer • Recruitment

Experience & Education

Office:
Taft Stettinius & Hollister LLP
65 East State Street, Suite 1000, Columbus, OH 43215
Phone:
(614) 334-6167 (Phone)
Specialties:
Product Liability and Personal Injury, Litigation
ISLN:
912846659
Admitted:
1997, Ohio, Northern District of Ohio and Southern District of Ohio, 1998, 6th Circuit Court of Appeals
Biography:
DAVID J. BUTLER, co-chair of the firm's Litigation Department, is a business trial lawyer...
Full Profile

Daniel Freytag Columbus, OH

Professions & Specialties

Construction • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Office:
Meyer Wilson Co., LPA
1320 Dublin Road, Suite 100, Columbus, OH 43215
Phone:
(614) 358-8060 (Phone), (614) 224-6066 (Fax)
Specialties:
Medical Malpractice, Product Liability
ISLN:
907263447
Admitted:
1975, Ohio, 1983, U.S. Court of Appeals, Sixth Circuit
Biography:
Personally defended hundreds of large corporations, small businesses, professionals, and...
fiduciary duties
Full Profile

Sherrille Akin Columbus, OH

Professions & Specialties

Of Counsel • Jurist • Legal Counsel • Fiduciary • Trust Law Attorney • Lawyer • Supporting Member • Team Member • Juris Doctor • Bachelor of Arts • Partner • Chief Executive

Experience & Education

Address:
Isaac Brant Ledman &Amp; Teetor Llp 250 E Broad St Fl 9, Columbus, OH 43215 - Property Information
Phone:
(614) 221-2121 (Office)
Specialties:
Estate Planning - 50%(30 years)
Probate - 30%(30 years)
Licenses:
Florida - Member in Good Standing     1989
Ohio - Active     1992
Experience:
Of Counsel at Isaac, Brant, Ledman & Teetor, LLP     2011-present
Managing Partner at Akin Law Group LLC Attorneys at Law     2001-2011
School:
University of Florida, Fredric G. Levin College of Law     1990
Degree:
LL.M - Master of Laws (Taxation) - Taxation
School:
Stetson University College of Law     1989
Degree:
JD - Juris Doctor w Honors - Law
Languages:
English
Awards:
AV Peer Review Rating - Martindale-Hubbell     2012
Certified Specialist- Estate Planning, Trust & Probate Law - Ohio State Bar Association     2009
Associations:
National Association of Elder Law Attorneys - Member     2012-present
National Association of Elder Law Attorneys (Ohio Chapter) - Member     2012-present

Sherrille D. Akin is an attorney practicing elder law, estate planning, probate and trust...

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Christopher O'shaughnessy Columbus, OH

Professions & Specialties

Fiduciary • Lawyer • Trust Law Attorney • Construction • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Contractor • Founding Member • Owner • Chief Executive • General Contractor • Roofer • Construction Manager • Foreman • Builder • Construction Administrator • Construction Specialist • Construction Laborer • Project Engineer • Engineering Specialist • Independent Business Owners

Experience & Education

Office:
McDonald Hopkins LLC
41 South High Street, Suite 3550, Columbus, OH 43215
Phone:
(614) 484-0719 (Phone)
Specialties:
Construction Law and Litigation, Business Litigation
ISLN:
912252153
Admitted:
1998, Ohio, The Supreme Court of Ohio
Biography:
Professional Experience

For 15 years, Chris has focused his practice on construction...
Full Profile

O. Scheaf Columbus, OH

Professions & Specialties

General Counsel • Law Clerk • Fiduciary • Of Counsel • Jurist • Legal Counsel • Judicial Law Clerk • Trust Law Attorney • Lawyer • Construction • Contractor • Banker • Financial Services Professional • Financial Services Sales Agent • Founding Member • Chairperson • Vice President • Owner • Chief Executive • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Independent Business Owners

Experience & Education

Office:
McDonald Hopkins LLC
41 South High Street, Suite 3550, Columbus, OH 43215
Phone:
(614) 484-0702 (Phone)
Specialties:
Business Litigation, Oil and Gas Litigation
ISLN:
903997209
Admitted:
1988, Ohio, U.S. District Courts for the Northern and Southern Districts of Ohio
Biography:
Professional Experience

Jud has 24 years of extensive experience in civil litigation...
Full Profile

Yousef Faroniya Columbus, OH

Professions & Specialties

Criminal Defense Lawyer • Attorney At Law • Defense Attorney • Lawyer • Chief Executive Officer • Corporate Executive • Chief Executive

Experience & Education

Company:
YMF Inc. : The Law Office of Yousef M. Faroniya
Address:
84 S. 4Th St., Columbus, OH 43215 - Property Information
Phone:
(614) 360-1855 (Office), (614) 859-5016 (Fax)
Specialties:
General Practice - 33%(13 years)
Business - 33%(13 years)
Licenses:
Ohio - Active     2011
Experience:
CEO and Attorney at Law at YMF Inc. : The Law Office of Yousef M. Faroniya     2012-present
Attorney at Duncan Simonette Inc.     2011-2012
School:
Capital University Law School     2010
Degree:
JD - Juris Doctor - Law
School:
Ohio University     2006
Degree:
BS - Bachelor of Science - Journalism
Languages:
English
Awards:
Pro Bono Honoree - Capital University Law School     2010
Excellence in the Future Award: Arbitration - CALI     2010
Associations:
Hispanic Chamber of Columbus - Member     2012-present

Yousef M. Faroniya, Attorney at Law, was born and raised in Cleveland, Ohio. Yousef attended Ohio...

Full Profile

Chad Kohler Columbus, OH

Professions & Specialties

Fiduciary • Lawyer • Trust Law Attorney • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Director of Quality Control • Compliance Manager • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Office:
Meyer Wilson Co., LPA
1320 Dublin Road, Suite 100, Columbus, OH 43215
Phone:
(614) 255-2697 (Phone), (614) 224-6066 (Fax)
Specialties:
Litigation, Investment Law
ISLN:
916519191
Admitted:
2001, Ohio and U.S. District Court, Southern District of Ohio
Biography:
Phi Delta Phi; Moot Court; Dean Dunmore Distinguished Advocate
Chad M. Kohler, an associate...
Full Profile

Sandra Dickinson Columbus, OH

Professions & Specialties

Receivership • Corporate Counsel • General Counsel • Company Secretary • Fiduciary • Lawyer • Arbitrator • Bankruptcy Attorney • Financial Regulation Attorney • Legal Counsel • Of Counsel • Jurist • Trust Law Attorney • Referee • Judge • Education Professional • Instructor • Owner • Board Member • Chief Executive • Management Team Executive • Operations Manager • Buyer • Buyer and Seller • Sales Representative

Experience & Education

Position:
Owner at Sandra J. Dickinson Co., LLC
Title:
Business Law and Education Professional
Location:
Columbus, Ohio Area
Industry:
Legal Services
Work history:
Sandra J. Dickinson Co., LLC - Columbus, Ohio AreaOwnersince 2002Karlsberger Companies - Columbus, OhioIn-House General Counsel and Corporate SecretaryOct 2008 - Jul 2011
Skills:
Legal Research, Entrepreneurship, Non-profits, Fundraising, Strategic Planning, Start-ups, Social...
Full Profile

Mte Taylor Columbus, OH

Professions & Specialties

Fiduciary • Law Specialist • Legal Counsel • Trust Law Attorney • Lawyer • Judge • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Human Resources Specialist • Recruitment • Chief Administrative Officer • Chief Executive • Advisor • Athlete

Experience & Education

Position:
ATTORNEY at MTE TAYLOR LAW FIRM LLC
Title:
Attorney, Private Practice-MTE Taylor Law Firm LLC
Location:
Columbus, Ohio
Industry:
Law Practice
Work history:
MTE TAYLOR LAW FIRM LLC - COLUMBUS OHIOATTORNEYsince Jan 2009Treasurer, State of Ohio Deputy Legal CounselMay 2009 - Dec 2009
Languages:
some French, some German, some Spanish
Full Profile

Brent Jenkins Columbus, OH

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Manager • Co-Founder • Operations Manager • Founder • Founding Member • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Model • Customer Service • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • HR Manager • Sales Representative • Managers • Chiropractor • Brand Representative • Advertising Sales Agent

Experience & Education

Position:
Wealth Manager & Co-Founder at Grant Street Wealth Management, Ltd.
Title:
Wealth Manager with Grant Street Wealth Management
Location:
Columbus, Ohio
Industry:
Financial Services
Work history:
Grant Street Wealth Management, Ltd. - Columbus, Ohio AreaWealth Manager & Co-Foundersince Jun 2011Sprig - Columbus, Ohio AreaCo-founder2012 - 2012
Skills:
Financial Planning, Wealth Management, Field Marketing, Utilization, Market Research, Competitive...
Full Profile

Scott Stitt Columbus, OH

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Security • Speaker • Planner • Spokesperson • Representative • Medical Practice Professional • Medical Practitioner • Board Member • Management Team Executive • Operations Manager

Experience & Education

Office:
James E. Arnold & Associates, LPA
115 West Main Street, Fourth Floor, Columbus, OH 43215
Phone:
(614) 460-1626 (Phone), (614) 469-1134 (Fax)
Specialties:
Business Litigation, Class Actions
ISLN:
916476586
Admitted:
2001, Ohio, 2002, U.S. District Court, Southern District of Ohio
Biography:
Scott J. Stitt is a litigation attorney focused on employee benefit claims arising under the...
Full Profile

B.j. White Columbus, OH

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Independent Contractor • Contractor • Independent Business Owners • Service Manager • Recognition • Crewman • Service Operations Expert • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Customer Relations • Chairperson • Marketing Manager • Operations Manager • Chief Executive • Sports Trainer • Sports Trainers • Music Professor • Music Professors • Banker • Financial Services Sales Agent • Field Marketing Specialist • Marketing Administrator • Sales Representative

Experience & Education

Position:
REALTOR & INDEPENDENT CONTRACTOR at KELLER WILLIAMS
Title:
Realtor at Keller Williams ALLSTAR 1 Realty
Location:
Columbus, Ohio Area
Industry:
Real Estate
Work history:
KELLER WILLIAMS REALTOR & INDEPENDENT CONTRACTORsince Dec 2004NAGALREP NAGALREP CHAPTER REP2008 - 2010
Full Profile

Samir Dahman Columbus, OH

Professions & Specialties

Law Specialist • Fiduciary • Lawyer • Trust Law Attorney • Summer Associate • Magistrate • Paralegal • Justice of The Peace • Administrative Court Justice • Administrative Law Attorney • Of Counsel • Jurist • Legal Counsel • Supporting Member • Team Member • Chief Administrative Officer • Project Managers • Chief Executive • Research Assistant • Researcher • Survey Researcher

Experience & Education

Position:
Business Attorney at Dahman Law, LLC
Location:
Columbus, Ohio Area
Industry:
Law Practice
Work history:
Dahman Law, LLC - Columbus, Ohio AreaBusiness Attorneysince Dec 2011Bricker & Eckler LLP AttorneyJul 2010 - Dec 2011
Full Profile

Stephanie Costianes Columbus, OH

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Benefits Manager • Compensations and Benefits • Supplier • Agent • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • DB Administrator • Database Administration Professional • Database Administrator • Marketing Director • Chief Executive • Human Resources Coordinator • Human Resources Generalist • Human Resources Specialist • Human Resource Manager • Recruitment • Sports Trainer • Sports Trainers • Department Store Salesperson • Retail Professional • Retail Salesperson • Office Clerk • Clerical Specialist • Supervisors • Psychology Specialist • Health Professional • Health Practitioner • Repossessor • Collections Specialist

Experience & Education

Position:
Benefits Manager at Mission Essential Personnel, LLC
Location:
Columbus, Ohio Area
Industry:
Defense & Space
Work history:
Mission Essential Personnel, LLC - Columbus, Ohio AreaBenefits Managersince May 2008Electronic Data Systems CMO Proximity SMEAug 2006 - May 2008
Skills:
PeopleSoft, Microsoft Office, SharePoint, ADP, Meridian, Taleo, ADP Payroll, Payroll, Training,...
Certifications:
Certified Professional Collector, Drug & Alcohol Testing Industry Association
The Human Resource Generalist Certificate, Council on Education in Management in association with The George Washington University School of Business
Full Profile

Annette Gnatowski Columbus, OH

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Auditor • Agent • Sales Representative • Chief Administrative Officer • Chief Executive • Instructor • Pedagogue • Psychologist • Fitness Trainer • Fitness Director • Workout Specialist • Sports Trainers • Entrepreneur • Analysts • Managers • Wellness and Fitness • Psychology Specialist • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Computer Specialist

Experience & Education

Position:
Quality Auditor at Nationwide Insurance
Location:
Columbus, Ohio Area
Industry:
Insurance
Work history:
Nationwide Insurance - Columbus, Ohio AreaQuality Auditorsince Feb 2013Advocare Distributor2013 - 2013
Skills:
Insurance, Customer Service, Mentoring, Coaching, Quality Assurance, Performance Improvement,...
Certifications:
Certified Fitness Trainer, International Sports Science Association
Full Profile

Keith Crape Columbus, OH

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Financial Director • Chief Administrative Officer • Financial Officer • Financial Manager • Chief Executive • Leader • Analyst • Managers • Analysts • Financial Analyst • Operations Manager • Clerical Specialist • Bookkeeper • Logistician

Experience & Education

Position:
Finance Manager at Exel
Location:
Columbus, Ohio Area
Industry:
Accounting
Work history:
Exel - columbus, ohFinance Managersince May 2012Exel Senior Financial AnalystNov 2006 - May 2012
Full Profile

Mark Leonard Columbus, OH

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Vice President • Manager • Chief Executive • Operations Manager • Relationship Manager • Account Service Manager • Client Service Officer • Analyst • Analysts • Customer Service

Experience & Education

Position:
Credit Approval Officer III - Vice President at JPMorgan Chase
Title:
Credit Approval Officer - Vice President at J.P.Morgan Chase
Location:
Columbus, Ohio Area
Industry:
Investment Management
Work history:
JPMorgan Chase Credit Approval Officer III - Vice Presidentsince May 2011JPMorgan Chase Senior Equity AnalystOct 2006 - May 2011
Certifications:
Level II Candidate in the CFA Program, CFA Institute
Full Profile

Julie Jenkins Columbus, OH

Professions & Specialties

Fiduciary • General Counsel • Trust Law Attorney • Lawyer • Of Counsel • Jurist • Legal Counsel • Partner • Director of Quality Control • Chief Executive • Compliance Manager • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Partner at Julie Jenkins, Attorney and Counselor at Law
Title:
Senior Attorney
Location:
Columbus, Ohio Area
Industry:
Legal Services
Work history:
Julie Jenkins, Attorney and Counselor at Law Partnersince Apr 2009AI Advisors, LLC - Boston, MassachusettsGeneral Counsel and Chief Compliance OfficerNov 2011 - Jun 2012
Full Profile

Chris Mcgraw Columbus, OH

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Juris Doctor • Master of Business Administration • Planner • Philanthrope • Speaker • Leadership Think Tank • Non-Profit • Spokesperson • Representative • Analysts • Adjunct Instructor • Lecturer • Postsecondary Teacher • Executive Compensation • Chairperson • Director • Chief Executive • Operations Manager • Financial Manager • Financial Services Sales Agent • Financial Management Analyst • Certified Financial Planner • Puchasing and Estimating Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Regional Wealth Planner at Fifth Third Private Bank, Adjunct Faculty - MBA Program at Ohio...
Title:
J.D., LL.M (Tax), Senior Wealth Strategist
Location:
Columbus, Ohio Area
Industry:
Investment Management
Work history:
Fifth Third Private Bank Senior Regional Wealth Plannersince Dec 2011Ohio Dominican University Adjunct Faculty - MBA Programsince Jan 2010
Skills:
Trusts, Succession Planning, Executive Pay, Estate Law, Series 7, Insurance, Income Tax, Estate...
Full Profile

Roger Davidson Columbus, OH

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Project Manager • Support Engineer • Customer Service • Technical Support Specialist • Computer Software Professional • Systems Support Specialist • Support Specialists • Software Developers • Vice President • Project Managers • Chief Executive • Managers • Systems Administrator • Computer Systems Administrator • Operations Manager

Experience & Education

Position:
Project Manager / Customer Support Engineer at Peladon Software
Title:
Project Manager / Customer Support Engineer
Location:
Columbus, Ohio Area
Industry:
Computer Software
Work history:
Peladon Software - Columbus, OHProject Manager / Customer Support Engineersince Oct 2006One World Communications Inc. - Columbus, Ohio AreaVice President, Operations2001 - 2006
Full Profile

Meganne Piccione Columbus, OH

Professions & Specialties

Paralegal • Litigation Support Specialist • Fiduciary • Trust Law Attorney • Lawyer • Partner • Chief Executive • Supervisor • Leader • Managers • Auditor • Agent • Sales Representative • Management Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • IT Manager

Experience & Education

Position:
Paralegal Specialist at Nationwide Insurance
Location:
Columbus, Ohio Area
Industry:
Insurance
Work history:
Nationwide Insurance - Columbus, Ohio AreaParalegal Specialistsince May 2012Nationwide Insurance - Columbus, Ohio AreaSupervisor, Compliance AuditingDec 2009 - May 2012
Skills:
Critical Thinking, Process Mapping, Lotus Notes, Compliance, Leading Projects, Building...
Full Profile

Cathy Plakis Columbus, OH

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Tax Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Information Technology Specialist • IT Specialist • Psychology Specialist

Experience & Education

Position:
Sr Tax Accountant at Thomson Reuters
Location:
Columbus, Ohio Area
Industry:
Accounting
Work history:
Thomson Reuters Sr Tax Accountantsince Oct 2008JPMorgan Chase Fiduciary Tax AccountantAug 1997 - Jun 2008
Languages:
Some Spanish.
Full Profile

Ronnie Weiner Columbus, OH

Professions & Specialties

Articled Clerk • Fiduciary • Lawyer • Trust Law Attorney • Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Co-Manager • Manager • Vice President • Financial Manager • Operations Manager • Chief Executive • Security • Analysts • Student Worker • Mathematician • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Co-Manager Huntington World Income Fund at Huntington Bank, Money Market Mutual Fund Manager at The ...
Title:
Senior Fixed Income Portfolio Manager
Location:
Columbus, Ohio Area
Industry:
Investment Management
Work history:
Huntington Bank Co-Manager Huntington World Income Fundsince May 2011The Huntington National Bank Money Market Mutual Fund Managersince Jun 2006
Full Profile

Jeff August Columbus, OH

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Security • Investor • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Customer Relations

Experience & Education

Position:
Private Wealth Specialist at Family Office Group LLC
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Family Office Group LLC Private Wealth Specialistsince Jul 2010ING Financial Partners Financial AdvisorFeb 2009 - Aug 2010
Skills:
Retirement Planning, Series 7, Insurance, Securities, Fixed Annuities, Long-term Care, Wealth,...
Full Profile

David Bazzoli Columbus, OH

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Client Service Officer • Marketing Manager • Fisher • Bachelor of Science • Financial Services Professional • Financial Services Sales Agent • Team Member • Office Clerk • Clerical Specialist • Technical Specialist • Technical Support Specialists • Field Marketing Specialist • Marketing Administrator • School Administrator • Educational Manager

Experience & Education

Position:
Supervision Officer at JPMorgan Chase
Title:
Vice President of Investments at JP Morgan Chase
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
JPMorgan Chase Supervision Officersince Apr 2011Chase Investment Services Corp. Vice President of InvestmentsSep 2009 - Mar 2011
Skills:
Financial Analysis, Series 7, Strategic Financial Planning, Investments, Portfolio Management,...
Certifications:
Series 24 General Securities Principal, FINRA
Series 7 General Securities Representative, FINRA
Full Profile

William Carlin Columbus, OH

Professions & Specialties

Fiduciary • Advocate • Trust Law Attorney • Lawyer • Jurist • Legal Counsel • Manager • Operations Manager • Director of Operations • Senior Account Executive • Supplier • Senior Customer Service Representative • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Customer Service • Recruitment • Public Relations Professinal

Experience & Education

Position:
Executive Risk Manager at The Hauser Group
Location:
Columbus, Ohio Area
Industry:
Insurance
Work history:
The Hauser Group Executive Risk Managersince Jun 2010Neace Lukens Senior Account Executive / Operations ManagerApr 2005 - Jul 2009
Skills:
Professional Liability, Financial Analysis, Leadership, Liability, Claim, Sales, Insurance,...
Full Profile

Mike Spohn Columbus, OH

Professions & Specialties

Advocate • Fiduciary • Jurist • Legal Counsel • Trust Law Attorney • Lawyer • Information Technology Specialist • IT Specialist • Subject Matter Expert • Skilled Professional

Experience & Education

Position:
Specialist, Process Management at Nationwide Insurance
Title:
Specialist, Business Consulting and Analysis at Nationwide
Location:
Columbus, Ohio Area
Industry:
Information Technology and Services
Work history:
Nationwide Insurance Specialist, Process Managementsince Sep 2009Nationwide Specialist, Business Consulting and AnalysisDec 2005 - Sep 2009
Full Profile

Kevin Murch Columbus, OH

Professions & Specialties

Fiduciary • Arbitrator • Law Specialist • Trust Law Attorney • Lawyer • Referee • Judge • Partner • Chief Executive • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Partner at Ice Miller LLP
Location:
Columbus, Ohio Area
Industry:
Law Practice
Work history:
Ice Miller LLP Partnersince Jan 2012Schottenstein, Zox & Dunn PartnerOct 1999 - Dec 2011
Full Profile

Donna Lent Columbus, OH

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Vice President of Operations • Operations Manager • Director of Operations • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Support Manager • Managers • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Investment Office Management
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Citi - Long Island City, NYVP/Senior Operations Manager2006 - 2011Citi - New York, NYAVP/Account Support Manager2003 - 2005
Certifications:
SIx Sigma Green Belt
Full Profile

Ryan Sheppard Columbus, OH

Professions & Specialties

Advocate • Fiduciary • Jurist • Legal Counsel • Trust Law Attorney • Lawyer • Partner • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Partner at Capstone Wealth Partners
Title:
Fee-only Investment & Financial Advisory
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Capstone Wealth Partners - Columbus, Ohio AreaPartnersince Dec 2009Eagle Strategies, LLC Financial AdvisorMay 2007 - Nov 2009
Skills:
College Education Planning, Strategic Financial Planning, Financial Planning, Retirement Planning,...
Full Profile

Jeff Earnheart Columbus, OH

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Personnel Recruiter • Human Resources Specialist • Personnel Specialist • Recruitment • Vice President • Chief Executive • Sports Trainer • Sports Trainers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • IT Specialist

Experience & Education

Position:
Recruiting Manager - Vice President at JPMorgan Chase
Title:
VP Recruiting Manager Chase Wealth Management
Location:
Columbus, Ohio
Industry:
Financial Services
Work history:
JPMorgan Chase - Columbus, Ohio AreaRecruiting Manager - Vice Presidentsince Mar 2013J.P. Morgan - Columbus, Ohio AreaExecutive Recruiter - Vice PresidentApr 2008 - Mar 2013
Full Profile

Carole Mccallister Columbus, OH

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Administrative Court Justice • Administrative Law Attorney • Of Counsel • Jurist • Legal Counsel • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Model • Arts and Crafts Specialist • Craft Artist • Juris Doctor • International Affairs • Air Transportation Worker • Data Scientist

Experience & Education

Position:
Manager, Regulations & Information at Ohio Credit Union League
Title:
Manager, Shared Compliance Svcs. at Ohio Credit Union League
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Ohio Credit Union League Manager, Regulations & Informationsince May 2010Actively Pursuing Opportunities in the Columbus, Ohio area Fiduciary Risk Management Officer2009 - Jan 2011
Skills:
Regulatory Compliance, BSA Compliance, Bank Secrecy Act, Banking, Risk Management, Financial Risk,...
Certifications:
Credit Union Compliance Expert, Credit Union National Association
Full Profile

Matthew Barkhurst Columbus, OH

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyer • Supporting Member • Construction • Team Member • Director • Chief Administrative Officer • Operations Manager • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Health Professional • Health Practitioner

Experience & Education

Position:
Associate at Bailey Cavalieri LLC
Location:
Columbus, Ohio Area
Industry:
Law Practice
Work history:
Bailey Cavalieri LLC - Columbus, Ohio AreaAssociatesince Oct 2007Freund Freeze & Arnold - Columbus, Ohio AreaAssociateJan 2006 - Sep 2007
Full Profile

Lindsay Lafollette Columbus, OH

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Auditor • Agent • Sales Representative • Claims Adjuster • Claims Investigator • Insurance Examining Clerk • Claims Examiner • Clerical Specialist

Experience & Education

Position:
Fiduciary Auditor at Nationwide Insurance
Location:
Columbus, Ohio Area
Industry:
Insurance
Work history:
Nationwide Insurance - Columbus, Ohio AreaFiduciary Auditorsince Oct 2012Nationwide Insurance Material Damage Claims AdjusterFeb 2010 - Oct 2012
Skills:
Claim, Property & Casualty Insurance, Claim Investigation, Subrogation, Claims Handling
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Clint Edgington Columbus, OH

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Partner • Owner • Chief Executive • Counselor • Advisor • Agent • Sales Agent • Sales Representative • Model • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Partner at Beacon Hill Investment Advisory, LLC, Owner at Edgington Enterprises
Title:
Investment Management
Location:
Columbus, Ohio
Industry:
Financial Services
Work history:
Beacon Hill Investment Advisory, LLC Partnersince Aug 2008Edgington Enterprises Ownersince Nov 2003
Certifications:
Chartered Financial Analyst (CFA), CFA Institute
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Randy Rabe Columbus, OH

Professions & Specialties

Attorney At Law • Of Counsel • Fiduciary • Lawyer • Jurist • Legal Counsel • Trust Law Attorney • Owner • Chief Executive • Leader • Managers • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Of Counsel at Kravitz, Brown & Dortch, LLC, Owner at AR3 Group
Title:
Attorney at Law
Location:
Columbus, Ohio Area
Industry:
Insurance
Work history:
Kravitz, Brown & Dortch, LLC Of Counselsince Oct 2009AR3 Group Ownersince Dec 2004
Skills:
Insurance
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Michael Necamp Columbus, OH

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
V.P. Financial Advisor at Merrill Lynch
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Merrill Lynch V.P. Financial Advisorsince Oct 2008NatCity Investments V.P. - Financial Advisor2002 - Oct 2008
Skills:
Retirement, Investments, Advice & Planning, Solutions for Business, Tracing Progress, Estate...
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Mindy Hedges Columbus, OH

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Chief Executive Officer • Corporate Executive • Chief Executive • Volunteer • Non-Profit • Advertising Professional • Advertising Sales Agent • Mathematician

Experience & Education

Position:
Executive Director at American Diabetes Association
Title:
Account/Client Service & Business Development Executive
Location:
Columbus, Ohio Area
Industry:
Marketing and Advertising
Work history:
American Diabetes Association Executive DirectorNCJW, Pittsburgh Section - Pittsburgh, PAExecutive Director2012 - 2013
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Margot Campbell Columbus, OH

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sales Account Associate • Sales Person • Buyer • Agent • Sales Executive • Sales Representative • Buyer and Seller • Brand Planner • Brand Representative • Sales Manager • Marketing Manager

Experience & Education

Position:
Realtor at Cam Taylor Co. Realtors Ltd. (Sole Proprietorship)
Title:
Cam Taylor Realtors
Location:
Columbus, Ohio Area
Industry:
Real Estate
Work history:
Cam Taylor Co. Realtors Ltd. - Columbus, OhioRealtorsince 20122011Roxan Coffman Properties Real Estate Agent, Sales AssociateJul 2009 - Aug 2011
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Alison Cesaro Columbus, OH

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer

Experience & Education

Position:
Fiduciary officer at National City Bank
Location:
Columbus, Ohio Area
Industry:
Banking
Work history:
National City Bank Fiduciary officer
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Justin Mahida Columbus, OH

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • General Surgeon • Surgical Specialist • Representative • Organization Management • Researcher • Survey Researcher • Health Professional • Health Practitioner • Operations Manager

Experience & Education

Position:
General Surgery Resident at The Ohio State University Medical Center
Location:
Columbus, Ohio Area
Industry:
Venture Capital & Private Equity
Work history:
The Ohio State University Medical Center General Surgery Residentsince Jul 2011American Medical Association TrusteeNov 2008 - Jun 2010
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Daniel Desta Columbus, OH

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Director • Chairperson • Operations Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director of Lending at Small Business Owners of America
Location:
Columbus, Ohio
Industry:
Financial Services
Work history:
Small Business Owners of America - Columbus, Ohio AreaDirector of Lendingsince Jan 2013Funding International Exchange PresidentJul 2005 - Jan 2013
Skills:
Investments, Funding, Wealth Management, Alternative Investments, Private Equity, Investor...
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Rob Major Columbus, OH

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Vice President • Assistant Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Fisher • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Vice President, Default Administration at BNY Mellon
Title:
Vice President at BNY Mellon
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
BNY Mellon - New Albany, OhioVice President, Default Administrationsince Nov 2000Bank One Private Client Services Assistant Vice PresidentMar 1997 - Nov 2000
Certifications:
Licensed Attorney, State of Ohio
Licensed Attorney, U.S. Federal Courts, Southern District of Ohio
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Joe Burke Columbus, OH

Professions & Specialties

General Counsel • Fiduciary • Of Counsel • Jurist • Legal Counsel • Trust Law Attorney • Lawyer • Director • Operations Manager • Human Resources Specialist • Recruitment

Experience & Education

Position:
Director - Benefits Planning at Nationwide Insurance
Location:
Columbus, Ohio Area
Industry:
Human Resources
Work history:
Nationwide Insurance - Columbus, Ohio AreaDirector - Benefits Planningsince Jan 2013Nationwide Insurance Assistant General CounselOct 2002 - Dec 2012
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Ashley Rodabaugh Columbus, OH

Professions & Specialties

Assistant Attorney General • Fiduciary • Law Specialist • Associate Justice • Attorney General • Lawyer • Trust Law Attorney • Law Clerk • Judicial Law Clerk • Student Lawyer • Attorney At Law • Board Member • Director • Management Team Executive • Operations Manager • Business Administrator • Editorial Assistant • Editing Professional • Writing and Editing Professional • Writer and Editor • Student Worker • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Assistant Attorney General, Charitable Law Section at Ohio Attorney General's Office
Title:
Assistant Attorney General at Ohio Attorney General's Office
Location:
Columbus, Ohio Area
Industry:
Law Practice
Work history:
Ohio Attorney General's Office - Columbus, Ohio AreaAssistant Attorney General, Charitable Law Sectionsince Sep 2012Ohio Northern University Moot Court Program - Ada, OhioAssociate JusticeAug 2011 - May 2012
Skills:
LexisNexis Research, Westlaw Research, Microsoft Office, Microsoft Excel, Public Speaking, Criminal ...
Languages:
English, Spanish
Certifications:
Licensed Attorney, The Supreme Court of Ohio
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David Banas Columbus, OH

Professions & Specialties

Fiduciary • Law Specialist • Law Clerk • Paralegal • Litigation Support Specialist • Trust Law Attorney • Lawyer • Judicial Law Clerk • Senior Online Leader • Internet Marketing Manager • Web Marketer • Juris Doctor • Bachelor of Arts • Client Service Officer • Customer Service • Chief Executive • Marketing Manager • Managers

Experience & Education

Position:
Attorney at Browning, Meyer & Ball Co. LPA
Title:
Browning, Meyer & Ball Co. LPA
Location:
Columbus, Ohio Area
Industry:
Law Practice
Work history:
Browning, Meyer & Ball Co. LPA - Worthington, OhioAttorneysince Feb 2009Browning, Meyer & Ball Co. LPA Law ClerkFeb 2009 - Oct 2011
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