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Fiduciarys in Pennsylvania

Fiduciarys in Frazer, PA

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Here is a complete list of nearly all available Fiduciarys in Frazer, PA.

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13 results found

Jean Shavor Downingtown, PA

Professions & Specialties

Paralegal • Litigation Support Specialist • Fiduciary • Trust Law Attorney • Lawyers • Substitute Teacher • Educator • Education Professional • Instructor • Agent • Sales Representative • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
•Substitute Teacher at Chester County Intermediate Unit
Location:
Downingtown, Pennsylvania
Industry:
Education Management
Work history:
Chester County Intermediate Unit •Substitute Teachersince Sep 2007Gawthrop Greenwood, P.C. - West Chester, PAParalegalJan 2003 - Mar 2007
Full Profile

M. Howard Frazer, PA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Manager • Operations Manager • Director of Quality Control • Compliance Manager • Financial Compliance Examiner • Auditor

Experience & Education

Work

Company:
Wilmington trust, subsidiary of m&t bank corp
Manager of centralized fiduciary compliance
Company:
Christiana trust - Greenville, DE
Manager, personal trust administration & trust compliance
Full Profile

Isabel Pryor Philadelphia, PA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Executive Officer • Director • Senior Vice President • Manager • Corporate Executive • Chief Executive • Operations Manager • Vice President • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Account Service Manager • Client Service Officer • Customer Service • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Chief Executive Officer & Director at Key National Trust Company of Delaware, Senior Vice...
Title:
Chief Executive Officer & Director at Key National Trust Company of Delaware
Location:
Greater Philadelphia Area
Industry:
Banking
Work history:
Key National Trust Company of Delaware - Wilmington, DelawareChief Executive Officer & Directorsince Jan 2012KeyBank, NA Senior Vice President/Regional Trust Managersince Nov 2011
Full Profile

Barry Burkhart Philadelphia, PA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Counselor • Speaker • Supervisor • Advisor • Spokesperson • Representative • Managers • Manager • Operations Manager • Promoter • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative

Experience & Education

Position:
Retirement Plans Consultant at Vanguard
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Vanguard - Malvern PARetirement Plans Consultantsince Jun 2010Vanguard - Phoenix, Arizona AreaSupervisor - Retirement AdvisorsJun 2006 - Jun 2010
Skills:
Series 63, Series 7, Mutual Funds, Defined Benefit, 401k, Retirement, Investments, ETFs, Retirement ...
Languages:
Spanish
Full Profile

Kenneth Forsythe Scottsdale, AZ

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Manager • Partner • Operations Manager • Chief Executive • Relationship Manager • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Customer Service

Experience & Education

Position:
Institutional Investment Relationship Manager at Vanguard
Title:
Business Development Executive
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
Vanguard - Scottsdale, AZInstitutional Investment Relationship Managersince Jun 2007Vanguard - Malvern, PAInstitutional Investment Communications ConsultantSep 2004 - Jun 2007
Skills:
Public Speaking, Consultative Selling, Cross-functional Team Leadership, Sales Management, External ...
Languages:
Portuguese
Certifications:
Qualified 401(k) Administrator, American Society for Pension Professionals and Actuaries
Chartered Retirement Planning Counselor, College for Financial Planning
Full Profile

Dawn Milligan Philadelphia, PA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Senior Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Compensations and Benefits • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Relationship Executive at Vanguard
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Vanguard - Malvern, PARelationship Executivesince Sep 2003Deloitte - Raleigh-Durham, North Carolina AreaSenior Manager2000 - 2003
Skills:
Relationship Management, Mutual Funds, Investments, Financial Services, Portfolio Management,...
Certifications:
Certified Employee Benefits Specialist, International Foundation of Employee Benefits
Series 6 & 63, NASD
Full Profile

David Varrelman Philadelphia, PA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Sales Executive • Relationship Manager • Account Service Manager • Client Service Officer • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Manager • Customer Service

Experience & Education

Position:
Sales Executive at Vanguard Group, Inc.
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Vanguard Group, Inc. - Malvern, PASales Executivesince Sep 2003Vanguard Group, Inc. - Malvern, PARelationship ManagerMay 1998 - Sep 2003
Full Profile

Sage Bronzino Philadelphia, PA

Professions & Specialties

Director of Operations • Operations Manager • Chairperson • Chief Executive • Controlling Specialist • Auditor • Controller • Human Resources Specialist • Human Resources Generalist • Recruitment • Human Resource Manager • Speaker • Publisher • Spokesperson • Representative • Publishing Professional • Information Technology Specialist • IT Specialist • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director of Operations at Jacquette Consulting
Title:
Director of Operations, Jacquette Consulting
Location:
Greater Philadelphia Area
Industry:
Information Technology and Services
Work history:
Jacquette Consulting - Malvern, PADirector of Operationssince Dec 2012PPT Consulting LLC Operations ManagerMar 2006 - Dec 2012
Coordinated & marketed fiduciary education conferences and special events
Full Profile

Jeff Swavely Philadelphia, PA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Senior Vice President • Director • Vice President • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Project Managers • Account Manager • Account Service Manager • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Customer Service • Leadership Think Tank • Analysts

Experience & Education

Position:
Senior Vice President - Client Services - SunGard Wealth Management at SunGard
Title:
Senior Vice President - Client Services at SunGard Wealth Management
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
SunGard - Malvern, PASenior Vice President - Client Services - SunGard Wealth Managementsince Dec 2007Financial Technology Integrators, LLC Director of Client ServicesJan 2004 - Dec 2007
Skills:
Process Improvement, Business Analysis, Risk Management, Financial Services, Relationship...
Full Profile

Rob Steliga Philadelphia, PA

Professions & Specialties

Trust Law Attorney • Lawyers • Director • Manager • Operations Manager • Hospital Care Professional • Health Professional • Health Practitioner • Java Developer • Software Developer • Software Developers • Project Managers • Information Technology Specialist • IT Specialist • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Bachelor of Arts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Managers

Experience & Education

Position:
Director, Application Architecture at Quest Diagnostics
Title:
Director, Application Arcitecture Quest Diagnostics
Location:
Greater Philadelphia Area
Industry:
Hospital & Health Care
Work history:
Quest Diagnostics Director, Application Architecturesince Sep 2003Siemens Healthcare - Malvern, PAManagerSep 2001 - Jun 2003
Managed the development of a new fiduciary asset transfer system
Full Profile

Kathy Fuertes Philadelphia, PA

Professions & Specialties

Trust Law Attorney • Lawyers • School Principal • School Administrator • Educational Manager • Investor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Principal, Head of Information Technology for Institutional Investor Group at Vanguard
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Vanguard Principal, Head of Information Technology for Institutional Investor Groupsince Dec 2012Vanguard - Malvern. PAPrincipal, Retirement Plan Services for Small BusinessJun 2011 - Dec 2012
401,k,Fiduciary Support
Full Profile

Anthony Banks Lanham, MD

Professions & Specialties

Trust Law Attorney • Lawyers • Computer User Support Specialist • Application Support • Information Technology Specialist • Systems Support Specialist • Support Specialists • IT Specialist • Drivers • Agent • Client Service Officer • Sales Representative • Printing Supervisor • Print Worker • Host • Customer Service • Computer Programmer • C++ Developer • Visual Basic Developer • Java Developer • Systems Administrator • Computer Systems Administrator • Computer Scientists • Software Developer • Software Developers • Department Store Salesperson • Retail Professional • Retail Salesperson • Technical Specialist • Technical Support Specialists • Team Member • Chief Executive • Operations Manager

Experience & Education

Title:
Computer Support Specialist
Location:
Lanham, Maryland
Industry:
Information Technology and Services
Work history:
CAEI Inc. - Washington D.C. Metro AreaComputer Support Specialist - Howard UniversityOct 2011 - Mar 2013Pitney Bowes Management Services - Washington D.C. Metro AreaTechnical Service Representative - IBMJul 2011 - Oct 2011
Skills:
Linux System Administration, Printers, Active Directory, Software Installation, Computer Hardware,...
Vanguard Fiduciary at Randstad Technologies US
Full Profile

Renee Myers Dallas, TX

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Chief Executive Officer • Chief Executive • Corporate Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Title:
Client Relationship Management Executive
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Fidelity Investments - Westlake, TXVice President, Managing Director2007 - 2012The Vanguard Group - Scottsdale, AZRelationship ManagerSep 2003 - Sep 2007
Certifications:
Series 6 and 63, FINRA
Full Profile

Fiduciarys near Frazer, PA0265278104130WilmingtonWayneWest ChesterNorristownOaksExtonBerwynMediaValley ForgeCollegeville


Fiduciarys around Frazer, PA

Berwyn  (5)
Chadds Ford  (2)
Collegeville  (3)
Devon  (2)
Downingtown  (1)
Exton  (5)
Haverford  (1)
Immaculata  (1)
Media  (5)
Norristown  (6)
Oaks  (5)
Paoli  (1)
Phoenixville  (2)
Pottstown  (2)
Valley Forge  (3)
Wayne  (27)
West Chester  (12)
Wilmington  (128)

Fiduciarys in Pennsylvania

Sub-specializations

Fiduciary  (13)