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Fiduciarys in North Dakota

Fiduciarys in Fargo, ND

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12 results found

Ava Archibald Fargo, ND

Professions & Specialties

Fiduciary • Senior Paralegal • Trust Law Attorney • Lawyers • Paralegal • School Principal • School Administrator • Educational Manager • Presenter • Moderator • Advisor

Experience & Education

Position:
Principal - Trust, Estate and Wealth Transition Services at Eide Bailly LLP
Title:
Principal at Eide Bailly LLP
Location:
Fargo, North Dakota Area
Industry:
Accounting
Work history:
Eide Bailly LLP - Fargo, NDPrincipal - Trust, Estate and Wealth Transition Servicessince May 2006Ohnstad Twichell, PC - Fargo, NDSenior ParalegalOct 2000 - Apr 2006
Skills:
Estate Planning, Taxation of Trusts, Estate and Gift Tax
Certifications:
IRS Enrolled Agent
Full Profile

Kathryn Lill Fargo, ND

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Product Specialist • Marketing Manager

Experience & Education

Position:
Fiduciary Product Specialist at Alerus Financial
Location:
Fargo, North Dakota Area
Industry:
Banking
Work history:
Alerus Financial Fiduciary Product Specialistsince Aug 1992
Skills:
Estate Administration, Wealth Management, Commercial Banking, Portfolio Management, Banking
Full Profile

Megan Strand Fargo, ND

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Patient Navigation Coordinator • Hospital Care Professional • Patient Support Representative • Healthcare Support • Health Professional • Health Practitioner • Supervisor • Managers

Experience & Education

Position:
Care Coordinator at Guardian, Fiduciary, and Advocacy Services
Location:
Fargo, North Dakota Area
Industry:
Hospital & Health Care
Work history:
Guardian, Fiduciary, and Advocacy Services Care Coordinatorsince Sep 2012Friendship Inc. SupervisorAug 2010 - Sep 2012
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Kayla Werk Fargo, ND

Professions & Specialties

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

Experience & Education

Position:
Senior Trust and Fiduciary Specialist at Wells Fargo
Title:
Trust and Fiduciary Specialist at Wells Fargo
Location:
Fargo, North Dakota Area
Industry:
Financial Services
Work history:
Wells Fargo - 406 Main Ave, Fargo, ND 58126Senior Trust and Fiduciary Specialistsince Mar 1993
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Kayla Werk Fargo, ND

Professions & Specialties

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

Experience & Education

Position:
Senior Trust and Fiduciary Specialist at Wells Fargo
Title:
Trust and Fiduciary Specialist at Wells Fargo
Location:
Fargo, North Dakota Area
Industry:
Financial Services
Work history:
Wells Fargo - 406 Main Ave, Fargo, ND 58126Senior Trust and Fiduciary Specialistsince Mar 1993
Skills:
Credit
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Julie Klawiter Fargo, ND

Professions & Specialties

Trust Law Attorney • Lawyers • Agent • Sales Representative • Bachelor of Arts

Experience & Education

Position:
Agent at Warner and Company Insurance
Location:
Fargo, North Dakota Area
Industry:
Insurance
Work history:
Warner and Company Insurance Agentsince Aug 2005
Fiduciary News
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Becky Walen Fargo, ND

Professions & Specialties

Trust Law Attorney • Lawyers • Vice President • Assistant Vice President • Chief Executive • Financial Manager • Relationship Manager • Agent • Account Service Manager • Client Service Officer • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Customer Service • Operations Manager • Sales Agent • Financial Analyst • Advisor • Psychology Specialist

Experience & Education

Position:
Vice President, Relationship Manager at U.S. Bank Institutional Trust & Custody
Title:
Trust | Custody | Investment Management | Institutional Services | U.S. Bank
Location:
Fargo, North Dakota Area
Industry:
Financial Services
Work history:
U.S. Bank Institutional Trust & Custody - Fargo, North Dakota AreaVice President, Relationship Managersince Jul 2011U.S. Bank Wealth Management - Fargo, North Dakota AreaInvestment Portfolio Manager, Assistant Vice PresidentMar 2005 - Jul 2011
Skills:
Trust, Custody, Insurance, Risk Management, Portfolio Analytics, Asset Allocation, Securities...
Certifications:
Chartered Mutual Fund Counselor, College for Financial Planning
Professional Trust and Fiduciary Services
Full Profile

Jay Schmallen Fargo, ND

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Field Representative • Management Consultant • Compliance Officer • Management Analyst • Analysts • Senior Advisor • Counselor • Advisor • Chief Research Officer • Assistant Vice President • Chairperson • Chief Executive • Marketing Manager • Vice President • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Representative • School Administrator • Educational Manager

Experience & Education

Position:
Field Representative at The Contractors Plan, Lower Labor Costs, Win Jobs, Stay Compliant on...
Title:
Lower Labor Costs, Win Jobs, Stay Compliant on Government Jobs
Location:
Fargo, North Dakota Area
Industry:
Investment Management
Work history:
The Contractors Plan Field Representativesince Feb 2010Merit Benefit Consultants, LLC Lower Labor Costs, Win Jobs, Stay Compliant on Government Jobs and Maximize Contributions to Ownerssince Feb 2010
Full Profile

Jay Olson Fargo, ND

Professions & Specialties

Vice President • Chief Executive • Office Assistant • Office Clerk • Clerical Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Support • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • IT Specialist

Experience & Education

Position:
VP, Wealth Management Division, Office Manager at Bank of the West
Location:
Fargo, North Dakota Area
Industry:
Financial Services
Work history:
Bank of the West VP, Wealth Management Division, Office Managersince Aug 2010FolioDynamix Vice President, Business DevelopmentAug 2008 - Jan 2010
Professional Trust and Fiduciary Services
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Jay Olson Fargo, ND

Professions & Specialties

Vice President • Chief Executive • Office Assistant • Office Clerk • Clerical Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Support • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • IT Specialist

Experience & Education

Position:
VP, Wealth Management Division, Office Manager at Bank of the West
Location:
Fargo, North Dakota Area
Industry:
Financial Services
Work history:
Bank of the West VP, Wealth Management Division, Office Managersince Aug 2010FolioDynamix Vice President, Business DevelopmentAug 2008 - Jan 2010
Skills:
Wealth Management, Portfolio Management, Accounting, Financial Planning, Sales Management
Professional Trust and Fiduciary Services
Full Profile

Wendy Devier Fargo, ND

Professions & Specialties

Fiduciary • Notary Public • Trust Law Attorney • Lawyers • Notary • Assistant Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Security • Benefits Manager • Compensations and Benefits • Office Assistant • Business Administrator • Apprentice • Office Clerk • Clerical Specialist • Client Service Officer • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bachelor of Science • Customer Service • Student Worker

Experience & Education

Position:
AVP, Trust Officer at Bank of the West, Assistant Vice President, Trust Officer at Bank of the West
Location:
Fargo, North Dakota Area
Industry:
Financial Services
Work history:
Bank of the West AVP, Trust Officersince Aug 2005Bank of the West Assistant Vice President, Trust Officersince Aug 2005
Skills:
accounts receivable, assets recovery, backup, balance, benefits administration, billing, closing,...
Full Profile

Michelle Feland Fargo, ND

Professions & Specialties

Lawyers • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Advisor • Physical Education Professors

Experience & Education

Position:
Financial Advisor, RJFS at Raymond James Financial Services, Inc.
Title:
Experienced Financial Advisor and Branch Manager of Fargo Raymond James office
Location:
Fargo, North Dakota Area
Industry:
Financial Services
Work history:
Raymond James Financial Services, Inc. - Fargo, North Dakota AreaFinancial Advisor, RJFSsince 1995
Certifications:
Investment Management Consultant, Raymond James Institute of Investment Management Consulting
Accredited Investment Fiduciary Auditor, Center for Fiduciary Studies in Association with the University of Pittsbugh Joseph M. Katz Graduate of Business
Full Profile




Sub-specializations

Fiduciary  (12)