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Fiduciarys in Ohio

Fiduciarys in Dayton, OH

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Here is a complete directory of nearly all experienced Fiduciarys in Dayton, OH.

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32 results found

Gary Gottschlich Dayton, OH

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Referee • Judge • Founding Member • Financial Officer • Financial Manager • Chief Executive

Experience & Education

Office:
Gottschlich & Portune, LLP
201 E. Sixth Street, Dayton, OH 45402
Phone:
(937) 660-7893 (Phone)
Specialties:
Commercial Law, Fiduciary Law
ISLN:
906958726
Admitted:
1971, Ohio and U.S. District Court, Southern District of Ohio, 1985, Northern District of Ohio
Biography:
Assistant Prosecuting Attorney, Montgomery County, 1971-1973. Arbitrator, AAA, NASD and NYSE Panels.
Full Profile

James Ellis Dayton, OH

Professions & Specialties

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

Experience & Education

Office:
Bogin Patterson Ellis Slaton & Stump LLP
131 North Ludlow Street, Dayton, OH 45402
Phone:
(937) 226-1200 (Phone)
Specialties:
Secured Creditors Rights, Creditor Bankruptcy
ISLN:
907612788
Admitted:
1981, Ohio, 1983, U.S. District Court, Southern District of Ohio
Biography:
Councilperson, Huber Heights, Ohio City Council, 2003-2011. Acting Judge, Montgomery County...
Full Profile

Lindsay Johnson Dayton, OH

Professions & Specialties

Trial Lawyer • Criminal Defense Lawyer • Fiduciary • Lawyers • Defense Attorney • Trust Law Attorney • Representative • Volunteer • Supporting Member • Philanthrope • Non-Profit • Team Member • Psychologist • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Chief Administrative Officer • Board Member • Chief Executive • Management Team Executive • Operations Manager • Psychology Specialist

Experience & Education

Office:
Freund, Freeze & Arnold A Legal Professional Association
One South Main Street, Dayton, OH 45402
Phone:
(937) 425-6341 (Phone)
Specialties:
Appellate Law, Business Litigation
ISLN:
918367936
Admitted:
2004, Ohio, U.S. District Court, Southern District of Ohio
Biography:
Notable Experience

Lindsay is a trial lawyer and focuses her practice on helping...
Full Profile

Adam Armstrong Dayton, OH

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Associate Professor • Lecturer • Postsecondary Teacher • Counselor • Advisor • Chairperson • Chief Executive

Experience & Education

Office:
Freund, Freeze & Arnold A Legal Professional Association
One South Main Street, Dayton, OH 45402
Phone:
(937) 425-6328 (Phone)
Specialties:
Appellate Law, Business Litigation
ISLN:
918618458
Admitted:
2005, Ohio, U.S. District Court, Southern District of Ohio
Biography:
Notable Experience

Adam was named an "Ohio Super Lawyers Rising Star" in the years...
Full Profile

Terry Domer Dayton, OH

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Controller • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Bachelor of Science • Advertising Professional • Advertising Sales Agent • Network Systems Administrator • Computer Network Professional • Network Administrator

Experience & Education

Position:
Controller at VocaLink Language Services
Location:
Dayton, Ohio Area
Industry:
Information Services
Work history:
VocaLink Language Services Controllersince Aug 2009Excellence In Motivation Corporate ControllerNov 2000 - Apr 2009
Skills:
* analysis of client / division / product line profitability, * business analysis including...
Full Profile

Katherine Early Dayton, OH

Professions & Specialties

Corporate Counsel • Fiduciary • Legal Counsel • Trust Law Attorney • Lawyers • Law Specialist • Student Lawyer • Senior Associate • Psychologist • Supporting Member • Team Member • Psychology Specialist • IT Specialist

Experience & Education

Position:
Corporate Counsel at LexisNexis, a division of Reed Elsevier Inc.
Title:
Corporate Counsel at LexisNexis
Location:
Dayton, Ohio Area
Industry:
Legal Services
Work history:
LexisNexis, a division of Reed Elsevier Inc. - Dayton, Ohio AreaCorporate Counselsince Jul 2009Sebaly Shillito + Dyer Litigation AttorneyAug 2004 - Jul 2009
Skills:
Corporate Law, Civil Law, Copyright Litigation, Trademark Infringement, Non-disclosure Agreements,...
Languages:
English, Russian, French
Full Profile

Chris Buck Dayton, OH

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Chief Executive • Associate Professor • Lecturer • Postsecondary Teacher • Senior Advisor • Advisor

Experience & Education

Position:
Vice President at LifePlan Financial Group, Inc., Adjunct Professor at College for Financial Planning
Title:
Vice President at LifePlan Financial Group, Inc.
Location:
Dayton, Ohio Area
Industry:
Investment Management
Work history:
LifePlan Financial Group, Inc. - Dayton, Ohio AreaVice Presidentsince Dec 1993College for Financial Planning Adjunct Professorsince Jan 2010
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Tyrone Phillippi Dayton, OH

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chairperson • Chief Executive • Staff Sergeant • Financial Manager • Puchasing and Estimating Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at LifePlan Financial Group, Inc.
Location:
Dayton, Ohio Area
Industry:
Investment Management
Work history:
LifePlan Financial Group, Inc. Presidentsince Oct 1994Ohio Air National Guard Staff SergeantJun 1987 - Jan 1995
Skills:
Sudden Money and Life Transition Expert, Level 1 Senior Advisor
Full Profile

Rich Campbell Dayton, OH

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chairperson • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Analyst • Analysts

Experience & Education

Position:
President at Dover Consulting Group
Title:
Independent fiduciary assisting sponsors develop opportunities for participants to retire with financial dignity.
Location:
Dayton, Ohio Area
Industry:
Financial Services
Work history:
Dover Consulting Group Presidentsince Oct 1989Society Bank - Dayton, Ohio AreaSenior Trust Investment Officer1987 - 1989
Certifications:
Chartered Financial Analyst (CFA), CFA Institute
Full Profile

Dina Geiger Dayton, OH

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Tax Accountant • Tax Preparer • Supporting Member • Philanthrope • Team Member • Non-Profit • Bachelor of Science • Consumer Goods Professional • Commodities Clerk • Customer Service • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Tax Accountant at Evenflo
Location:
Dayton, Ohio Area
Industry:
Accounting
Work history:
Evenflo Tax Accountantsince Apr 2000PricewaterhouseCoopers AssociateOct 1997 - Apr 2000
Full Profile

Don Cash Dayton, OH

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Treasurer • Partner • Financial Officer • Financial Manager • Chief Executive • Counselor • Advisor

Experience & Education

Position:
Treasurer at Country Shire Estates
Location:
Dayton, Ohio Area
Work history:
Country Shire Estates - Centerville, OhioTreasurersince Dec 2009LUXOTTICA RETAIL - Mason OhioPension & Benefit Accounting ConsultantJun 2012 - Oct 2012
Full Profile

Darelene Hartmier Dayton, OH

Professions & Specialties

Paralegal • Litigation Support Specialist • Fiduciary • Advocate • Trust Law Attorney • Lawyers • Jurist • Legal Counsel • Secretary

Experience & Education

Position:
Paralegal at Roberson Law
Location:
Dayton, Ohio Area
Industry:
Legal Services
Work history:
Roberson Law - 1225 East David Road, Kettering, OH 45429Paralegalsince Mar 2000Joseph Walsh, Esquire Paralegal/SecretarySep 1998 - Mar 2000
Skills:
Courts, Legal Research, Wills, Healthcare, Public Speaking, Legal Writing, Guardianship
Full Profile

Sherri Wilmoth Dayton, OH

Professions & Specialties

Trust Law Attorney • Lawyers • Director • Board Member • Operations Manager • Management Team Executive • Non-Profit • Certified Nurse Aide • Nurse • Nurse Practitioner • Manager • Chair of Committee • Chief Executive • Project Managers • Chairperson • Project Manager • Organization Management • Advisor • Marketing Administrator • Advertising Sales Agent • Web Marketer • Accounts Payable • Accounts Payable Specialist • Master of Business Administration • Bachelor of Science • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Director, Marketing at CK Franchising, Inc.
Location:
Dayton, Ohio Area
Industry:
Individual & Family Services
Work history:
CK Franchising, Inc. Director, Marketingsince Oct 2009CHOICES, Inc. Board of Directors -Apr 2008 - Jan 2010
Skills:
Brand Marketing, Marketing Management, Healthcare Segment, Digital Strategy, SEO/SEM/Interactive,...
* Fiduciary Management/Budget Development
Full Profile

Matthew Leclaire Dayton, OH

Professions & Specialties

Software Tester • Technical Support Specialist • Computer Specialist • Systems Support Specialist • Support Specialists • Analyst • Subject Matter Expert • Investor • Construction • Analysts • Skilled Professional • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Certified Nurse Aide • Nurse • Nurse Practitioner • Licensed Real Estate Broker • Property Manager • Real Estate Sales Agent • Real Estate Manager • Buyers Agent • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Quality Assurance Analyst at WinWholesale
Title:
Quality Assurance Analyst for WinWholesale
Location:
Dayton, Ohio Area
Industry:
Wholesale
Work history:
WinWholesale - Dayton, Ohio AreaQuality Assurance Analystsince May 2009Keller Williams Real Estate, Wood Duck Enterprises - Dayton, Ohio AreaRealtor, Investor, Property Manager2004 - 2009
..lessons in personal responsibility and fiduciary duty
Full Profile

Sharon Stapleton Dayton, OH

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Office Assistant • Leader • Volunteer • Office Clerk • Clerical Specialist • Managers • Non-Profit • Executive Office Professional • Planner • Guide • Personal Secretary • Spokesperson • Representative • Publishing Professional • Tour Guide • Commander • Chief Executive Officer • Team Leader • Chief Executive • Corporate Executive • Operations Manager • Buyer • Buyer and Seller • Sales Representative • Composer • Music Director • Proofreader • Recruitment • Secretary

Experience & Education

Position:
Office Assistant & Leader, Food Pantry Ministry at Calvary Open Bible Church
Title:
Executive Assistant
Location:
Dayton, Ohio Area
Industry:
Executive Office
Work history:
Calvary Open Bible Church - Dayon OHOffice Assistant & Leader, Food Pantry Ministrysince Jan 2012Air Force Research Laboratory, Wright-Patterson Air Force Base RetiredNov 2010 - Nov 2010
Skills:
Excellent Proofreading Skills, Administrative Management, Proactive self-starter, Multi Tasking,...
Full Profile

Christopher Weingand Dayton, OH

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Representative • Market Analyst • Market Research Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Softball Supervisor • Softball Player • Athletes • Business Administrator • Courier • Entertainment Professional • Performer • Entertainer • Customer Service • Client Service Officer • Consumer Goods Professional • Sales Representative • Commodities Clerk • Economist • Automotive Specialist • Automotive Professional • Student Worker • Operations Manager • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Registered Representative
Location:
Dayton, Ohio Area
Industry:
Financial Services
Work history:
A Retirement Brokerage Firm - Dayton, Ohio AreaRegistered RepresentativeMay 2010 - Jun 2013Ada High School Assistant Varsity Softball CoachMar 2009 - May 2010
Full Profile

Tim Brown Dayton, OH

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Leader • Advisor • Managers • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Project Manager • Operations Manager • Project Managers • Bachelor of Science • Client Service Officer • Sales Representative • Customer Service • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
Division Leader - Dayton at Miami Valley Pension, a division of The Retirement Plan Company, LLC,...
Title:
Division Leader - The Retirement Plan Company, LLC, Miami Valley Pension Division
Location:
Dayton, Ohio Area
Industry:
Financial Services
Work history:
Miami Valley Pension, a division of The Retirement Plan Company, LLC - Dayton, Ohio AreaDivision Leader - Daytonsince Nov 2011YYZ Properties, LLC - Beavercreek, OHPresidentsince Jun 2012
Skills:
Pensions, Retirement Plan Consulting, 401k, Retirement, Employee Benefits, Defined Benefit,...
Full Profile

Steve Scudder Dayton, OH

Professions & Specialties

Lawyers • Attorney At Law • Law Specialist • Trust Law Attorney • Executive Compensation • Chief Executive • Partner • Founder • Corporate Executive • Founding Member • Adjunct Instructor • Lecturer • Postsecondary Teacher • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Juris Doctor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Lawyer at Steven C. Scudder, Attorney at Law
Title:
Attorney
Location:
Dayton, Ohio Area
Industry:
Law Practice
Work history:
Steven C. Scudder, Attorney at Law Lawyersince 2008General Pension Planning LLC - 2912 Springboro West Suite 105 Dayton, OH 45439LawyerOct 2012 - Apr 2013
Skills:
401k, ERISA, Fiduciary, Pensions, Employee Benefits, Retirement Planning, Defined Contribution,...
Languages:
Spanish
Full Profile

Christopher Barlow Dayton, OH

Professions & Specialties

Chief Executive Officer • Founder • Corporate Executive • Chief Executive • Founding Member • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Recruitment

Experience & Education

Position:
Principal at TPA Resources, LLC, Managing Director, Founder at KnowHow 401(k), LLC
Title:
Managing Director KnowHow 401(k) and Principal at TPA Resources
Location:
Dayton, Ohio Area
Industry:
Financial Services
Work history:
TPA Resources, LLC Principalsince Feb 2012KnowHow 401(k), LLC Managing Director, Foundersince Aug 2010
Skills:
401k, Consultative Selling, Sales Management, Public Speaking, New Business Development, Coaching,...
401,k,Fiduciary Advice Group
Full Profile

Richard Rovet Dayton, OH

Professions & Specialties

Trust Law Attorney • Lawyers • Nurse • Health Information Manager • Hospital Care Professional • Nurse Practitioner • Health Services Administrator • Medical Services Manager • Health Services Manager • Health Professional • Health Practitioner • Manager • Operations Manager • Psychiatric Nurse • Physician • Registered Nurse • Oncologist • General Practitioner • Medical Practice Professional • Medical Practitioner • Bachelor of Science

Experience & Education

Position:
Nurse Manager/Case Manager at Dover AFB, to ER Nurse Level II Trauma at Kent General Hospital
Title:
Retired USAF
Location:
Dayton, Ohio Area
Industry:
Hospital & Health Care
Work history:
Dover AFB Nurse Manager/Case Managersince Jan 2000Kent General Hospital To ER Nurse Level II Traumasince Oct 1997
Proven track record of fiduciary responsibility
Full Profile

Joshua Smittkamp Dayton, OH

Professions & Specialties

Trust Law Attorney • Lawyers • Counselor • Advisor • Account Service Manager • Client Service Officer • Customer Service • Managers • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Sr. Consultant at Dover Consulting Group, Account Administrator at Dover Partners, Inc.
Title:
Sr. Consultant at Dover Consulting Group
Location:
Dayton, Ohio Area
Industry:
Investment Management
Work history:
Dover Consulting Group Sr. Consultantsince Mar 2001Dover Partners, Inc. Account Administratorsince Mar 2001
401,k,Fiduciary Advice Group
Full Profile

Jackie Otto Dayton, OH

Professions & Specialties

Trust Law Attorney • Lawyers • School Principal • School Administrator • Educational Manager • Manager • Operations Manager • Psychologist • Psychology Specialist • Vice President • Chief Executive • Biologist • Biological Scientist

Experience & Education

Position:
Tax Principal at Battelle & Battelle LLP
Location:
Dayton, Ohio Area
Industry:
Accounting
Work history:
Battelle & Battelle LLP - Dayton, Ohio AreaTax Principalsince Nov 2012Deloitte Tax LLP Tax ManagerAug 1998 - Nov 2012
Fiduciary income tax planning and compliance
Full Profile

Stephanie Grigsby Dayton, OH

Professions & Specialties

Law Specialist • Lawyers • Fiduciary • Trust Law Attorney • Financial Manager • Financial Director • Chief Executive • Financial Officer

Experience & Education

Title:
Law Practice Professional
Location:
Dayton, Ohio Area
Industry:
Law Practice
Full Profile

Joanna Lindberg Dayton, OH

Professions & Specialties

Legal Counsel • Trust Law Attorney • Lawyers • Chief Executive Officer • Corporate Executive • Chief Executive • Operations Manager • Philanthrope • Organization Management • Non-Profit

Experience & Education

Position:
Executive Director at Greater Dayton Apartment Association
Location:
Dayton, Ohio Area
Industry:
Nonprofit Organization Management
Work history:
Greater Dayton Apartment Association Executive Directorsince May 1991Columbus Apartment Association Assistant Executive DirectorOct 1988 - May 1991
..mindful of the fundraising goals and fiduciary responsiblities of the association
Full Profile

Barbara Cervay Dayton, OH

Professions & Specialties

Trust Law Attorney • Lawyers • Owner • Chief Executive • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Tax Accountant • Master of Business Administration • Bachelor of Science

Experience & Education

Position:
Owner at Barbara Himes Cervay, CPA, CPA at Ellen S. Fodge, CPA, LLC, CPA/owner at Barbara Himes...
Location:
Dayton, Ohio Area
Industry:
Accounting
Work history:
Barbara Himes Cervay, CPA OwnerEllen S. Fodge, CPA, LLC CPAsince 1995
Skills:
Certified Public Accountant, taxation, individuals, small business, estates, and trusts, personal...
fiduciary services
Full Profile

Jacqueline Manley Dayton, OH

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Independent Contractor • Clerk • Contractor • Clerical Specialist • Independent Business Owners • Technician • Analyst • Volunteer • Technical Specialist • Technical Support Specialists • Analysts • Non-Profit • Juris Doctor • Bachelor of Science • Account Service Manager

Experience & Education

Work

Company:
Roberson law - Dayton, OH
Independent contractor
Company:
Southern district of ohio federal public defender's office - Dayton, OH
Legal clerk

Skills

Legal Research, Customer Service, Financial Planning, Trust Administration, Legal Writing
Full Profile

Bob Powers Dayton, OH

Professions & Specialties

Trust Law Attorney • Lawyers • Buyer • Agent • Buyer and Seller • Sales Representative • Buyers Agent • Puchasing and Estimating Manager • Financial Manager • Team Member • Nurse • Nurse Practitioner

Experience & Education

Specialties:
Buyer's Agent, Relocation, Foreclosure, Short-Sale
Work:
Buyer's Corner Realty
35 Compark Rd, Dayton, OH 45459
Experience:
22 years years
Licenses:
386900 (Broker)
..their members to a higher standard of fiduciary duty to their buyer clients
Full Profile

Heather Bodine Dayton, OH

Professions & Specialties

Trust Law Attorney • Lawyers • Agent • Sales Representative • Construction • Investor • Property Manager • Real Estate Manager

Experience & Education

Specialties:
REO / Bank Owned, Short sales, Residential sales, Luxury homes, First time home buyers, Distressed properties, Relocation
Work:
Berkshire Hathaway Professional Realty
Dayton, OH
(937) 271-4134 (Phone)
License #2013002500
Client type:
Home Buyers, Home Sellers
Property type:
Single Family Home, Condo/Townhome, Multi-family
Languages:
English
Skills:
Certified E-Lead Expert, Over 10 years experience
as my fiduciary duty belongs to you
Full Profile

Heather Bodine Dayton, OH

Professions & Specialties

Licensed Real Estate Broker • Property Manager • Real Estate Manager • Buyers Agent • Puchasing and Estimating Manager • Agent • Sales Representative • Financial Manager

Experience & Education

Specialties:
Buyer's Agent, Listing Agent, Relocation, Short-Sale
Work:
Prudential One Realtors
7234 Far Hills Avenue, Dayton, OH 45459
Experience:
12 years years
Licenses:
SA559916000 (AZ Real Estate License), SAL.2013002500 (OH Real Estate License)
as my fiduciary duty belongs to you
Full Profile

Carol Yokell Fort Worth, TX

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Postsecondary Teacher • Copy Editor • Editing Professional • Writing and Editing Professional • Writer and Editor • Personal Care Aide

Experience & Education

Position:
In Fiduciary at JPMorgan
Title:
JPMorgan
Location:
Fort Worth, Texas
Industry:
Financial Services
Work history:
JPMorgan In Fiduciarysince Dec 2006JPMorgan InvestmentsMar 2000 - Dec 2006
Full Profile

Rosemarie Wilson Cincinnati, OH

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Tax Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager • Chief Administrative Officer • Chief Executive • Apprentice • Student Worker

Experience & Education

Position:
Tax Accountant at Fifth Third Bank
Location:
Cincinnati Area
Industry:
Financial Services
Work history:
Fifth Third Bank - Cincinnati AreaTax Accountantsince Jul 2007Dayton Tax & Accounting CPAs, LLC - Dayton, Ohio AreaTax InternDec 2006 - Apr 2007
Full Profile

Haskel Weiss Chicago, IL

Professions & Specialties

Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at General Pension Planning Corp., President at TWG of Florida, Inc., President at The...
Title:
President at The Weiss Group, Inc.
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
General Pension Planning Corp. - Dayton, OHPresidentsince Oct 2012TWG of Florida, Inc. - Tarpon Springs, FLPresidentsince 2008
Fiduciary News
Full Profile

Fiduciarys near Dayton, OH01MiamisburgTroy


Fiduciarys around Dayton, OH

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