Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Fiduciarys in Indiana

Fiduciarys in Indianapolis, IN

Find a professional & check records

Here is a complete list of nearly all experienced Fiduciarys near you.

Be sure to check other regions around Indianapolis, IN to find the names of more service providers.

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

141 results found

Tracy Betz Indianapolis, IN

Professions & Specialties

Fiduciary • Criminal Defense Lawyer • Trust Law Attorney • Lawyers • Defense Attorney • Judge • Non-Profit • Coordinator • Volunteer • Managers • Equipment Tools Purchasing Agent • Sales Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Sales Representative • Treasurer • Board Member • Chief Executive • Financial Officer • Financial Manager • Management Team Executive • Operations Manager

Experience & Education

Office:
Taft Stettinius & Hollister LLP
One Indiana Square, Suite 3500, Indianapolis, IN 46204
Phone:
(317) 713-3544 (Phone)
Specialties:
Litigation, Appellate
ISLN:
917612013
Admitted:
2004, Indiana, Northern District of Indiana
Biography:
TRACY N. BETZ is an experienced trial lawyer and a member of the firm's Litigation Practice Group....
Full Profile

Maryellen Bishop Indianapolis, IN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Nurse • Nurse Practitioner • Board Member • Vice President • Chief Executive • Management Team Executive • Operations Manager

Experience & Education

Office:
Cohen Garelick & Glazier A Professional Corporation
8888 Keystone Crossing Boulevard, Suite 800, Indianapolis, IN 46240
Phone:
(800) 624-7370 (Phone), (800) 624-7370 (Phone), (317) 574-3855 (Fax)
Specialties:
Estate Planning, Estate Administration
ISLN:
909011596
Admitted:
1983,Indiana, U.S. Tax Court
Special Agencies:
Member of the Board of Trustees of Indiana University.
Biography:
Listed: Indiana Super Lawyers ® in Practice Area of Estate Planning/Trusts, 2004-; Indiana...
Full Profile

Michael Bishop Indianapolis, IN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Attorney At Law • Judicial Law Clerk • Construction • Representative • Tour Guide • Senator • Legislator • Chairperson • Chief Executive • Secretary

Experience & Education

Office:
Cohen Garelick & Glazier A Professional Corporation
8888 Keystone Crossing Boulevard, Suite 800, Indianapolis, IN 46240
Phone:
(800) 624-7370 (Phone), (800) 624-7370 (Phone), (317) 574-3855 (Fax)
Specialties:
Probate Litigation, Civil Litigation
ISLN:
909011541
Admitted:
1980, Indiana, U.S. Court of Appeals, Seventh Circuit
Biography:
Registered Civil Mediator. Member, American Arbitration Association National Roster of Neutrals....
Full Profile

Richard Ii Indianapolis, IN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Operations Manager

Experience & Education

Office:
Taft Stettinius & Hollister LLP
One Indiana Square, Suite 3500, Indianapolis, IN 46204
Phone:
(317) 713-3669 (Phone)
Specialties:
Business & Finance, Business Succession Planning
ISLN:
905851103
Admitted:
1985, Illinois, 1992, Indiana
Biography:
RICHARD O. KISSEL II has been practicing in the field of estate planning for over 27 years. He...
Full Profile

Jay Haggerty Indianapolis, IN

Professions & Specialties

Fiduciary • Conservator • Trust Law Attorney • Lawyers

Experience & Education

Office:
Haggerty, Haggerty and Maschmeyer
3045 South Meridian Street, Indianapolis, IN 46217
Phone:
(317) 786-2225 (Phone), (317) 786-5263 (Fax)
Specialties:
Probate, Wills
ISLN:
906784721
Admitted:
1989, Indiana
Full Profile

Sean Obermeyer Indianapolis, IN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Editor • Assistant Vice President • Board Member • Vice President • Chief Executive • Marketing Manager • Management Team Executive • Operations Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Team Member

Experience & Education

Office:
Taft Stettinius & Hollister LLP
One Indiana Square, Suite 3500, Indianapolis, IN 46204
Phone:
(317) 713-4411 (Phone)
Specialties:
Estate Planning, Personal Tax Planning
ISLN:
919547696
Admitted:
2007, Indiana, Northern District of Indiana
Biography:
SEAN OBERMEYER is an associate in Taft's Private Client Practice Group, where he concentrates his...
Full Profile

David Benedetto Indianapolis, IN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Jurist • Legal Counsel • Lecturer • Postsecondary Teacher • Supporting Member • Team Member

Experience & Education

Office:
Taft Stettinius & Hollister LLP
One Indiana Square, Suite 3500, Indianapolis, IN 46204
Phone:
(317) 713-4408 (Phone)
Specialties:
Estate Planning, Estates, Trusts and Fiduciary Litigation
ISLN:
915279393
Admitted:
1997, Indiana, 2003, Florida
Biography:
DAVID P. BENEDETTO is Of Counsel in the Indianapolis office of Taft Stettinius & Hollister LLP...
Full Profile

Michael Wilkins Indianapolis, IN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Security • Tour Guide • Chief Executive • Management Team Executive • Operations Manager

Experience & Education

Office:
Broyles Kight & Ricafort P.C.
8250 Haverstick Road, Suite 100, Indianapolis, IN 46240
Phone:
(317) 571-3600 (Phone)
Specialties:
Appellate Practice, Media Law
ISLN:
902757941
Admitted:
1988, Indiana
Biography:
Recipient: Distinguished Service Award, Turning Point Domestic Violence Services; Award of Merit,...
Full Profile

Kathleen Lucas Indianapolis, IN

Professions & Specialties

Attorney General • Lawyers • Fiduciary • Trust Law Attorney • Chief Administrative Officer • Chief Executive • Director • Chairperson • Operations Manager • Advisor • Banker • Financial Services Professional • Financial Services Sales Agent • Host

Experience & Education

Office:
Bose McKinney & Evans LLP
111 Monument Circle, Suite 2700, Indianapolis, IN 46204
Phone:
(317) 684-5232 (Phone)
Specialties:
Administrative Law, Agricultural Operations, including CFOs and CAFOs
ISLN:
905332077
Admitted:
1978, Indiana, United States District Court for the Northern District of Indiana
Biography:
Kathleen Lucas is a partner in the Environmental Law and Administrative Law groups of Bose McKinney ...
Full Profile

A. Blaiklock Indianapolis, IN

Professions & Specialties

Trial Lawyer • Fiduciary • Lawyers • Trust Law Attorney • Construction • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Representative • Butler • Personal Care Aide • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Partner • Board Member • Chief Executive • Management Team Executive • Operations Manager • Lecturer • Postsecondary Teacher

Experience & Education

Office:
Lewis Wagner, LLP
501 Indiana Avenue, Suite 200, Indianapolis, IN 46202
Mailing Address:
500 Place, 501 Indiana Avenue, Suite 200, Indianapolis, Indiana, 46202-6150
Phone:
(317) 643-4899 (Phone), (317) 630-2790 (Fax)
Specialties:
Appellate, Business Litigation
ISLN:
912039518
Admitted:
1997, Indiana, 1997, U.S. District Court, Southern District of Indiana
Biography:
Since graduating from law school in 1997, Rich has practiced primarily in the areas of commercial...
Full Profile

Robert Baker Indianapolis, IN

Professions & Specialties

Fiduciary • Judicial Law Clerk • Judge • Lawyers • Attorney At Law • Trust Law Attorney • Construction • Leader • Managers • Board Member • Management Team Executive • Operations Manager • Property Manager • Real Estate Manager

Experience & Education

Office:
Lewis Wagner, LLP
501 Indiana Avenue, Suite 200, Indianapolis, IN 46202
Mailing Address:
500 Place, 501 Indiana Avenue, Suite 200, Indianapolis, Indiana, 46202-6150
Phone:
(317) 643-4899 (Phone)
Specialties:
Appellate, Business Litigation
ISLN:
919797633
Admitted:
2005, Indiana, 2005, U.S. Court of Appeals for the Seventh Circuit
Biography:


Rob handles individual and class action lawsuits in federal and state court at the...
Full Profile

Jeffrey Halbert Indianapolis, IN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Partner • Chief Executive Officer • Chairperson • Chief Executive • Corporate Executive • Human Resources Specialist • Recruitment • Bachelors Degree • Representative • Independent Contractor • Office Runner • Contractor • Courier • Teller • Sales Agent • Sales Representative • Swimmer • Athletes • Independent Business Owners

Experience & Education

Office:
Bose McKinney & Evans LLP
111 Monument Circle, Suite 2700, Indianapolis, IN 46204
Phone:
(317) 684-5247 (Phone)
Specialties:
Business Services, Labor and Employment
ISLN:
916148728
Admitted:
2001, Indiana, Supreme Court of the United States
Biography:
Jeff Halbert is a partner in the Labor and Employment Law and Business Groups of Bose McKinney &...
Full Profile

Jeffrey Gaither Indianapolis, IN

Professions & Specialties

Fiduciary • General Counsel • Trust Law Attorney • Lawyers • Of Counsel • Jurist • Legal Counsel • Managing Partner • Partner • Board Member • Chief Executive • Management Team Executive • Operations Manager • Speaker • Representative • Spokesperson

Experience & Education

Office:
Bose McKinney & Evans LLP
111 Monument Circle, Suite 2700, Indianapolis, IN 46204
Phone:
(317) 684-5182 (Phone)
Specialties:
Business and Commercial Litigation, Litigation
ISLN:
907233853
Admitted:
1983, Indiana, United States Court of Appeals for the Seventh Circuit
Transactions:
Served as acquisition group's lead counsel in fraud and breach of contract litigation concerning $23 million in losses incurred in corporate acquisition, Served as national lead defense counsel coordinating the defense of $450 million securities fraud and contract claims involving over 50 separate actions and class actions
Biography:
Jeff Gaither is the managing partner of Bose McKinney & Evans and a partner in the Litigation...
Full Profile

Maryellen Bishop Indianapolis, IN

Professions & Specialties

Trust Law Attorney • Lawyers • Partner • Chief Executive • Glazier

Experience & Education

Address:
8888 Keystone Crossing Suite 800, Indianapolis, IN 46240 - Property Information
Phone:
(317) 573-8888 (Office), (317) 574-3855 (Fax)
Specialties:
Estate Planning - 40%(41 years)
Probate - 40%(41 years)
Licenses:
Indiana - Active In Good Standing     1983
Experience:
Partner at Cohen Garelick & Glazier     2009-present
Partner at Bose McKinney & Evans     2006-2009
School:
Indiana University Robert H. McKinney School of Law     1982
Degree:
JD - Juris Doctor - Law
School:
Indiana university Kelley School of Business     1979
Degree:
BS - Bachelor of Science - Marketing
Languages:
English
Awards:
American College of Trust and Estate Counsel - Fellow     2012
Super Lawyer. 2003-2013 - Super Lawyers Magazine     2012
Associations:
Indiana University - Board of Trustees     2010-present
Indiana State Bar Association - Probate, Real Property and Trust Council     2006-present
Full Profile

Anne Cowgur Indianapolis, IN

Professions & Specialties

Trial Lawyer • Fiduciary • Lawyers • Trust Law Attorney • Partner • Chief Administrative Officer • Chairperson • Board Member • Chief Executive • Management Team Executive • Operations Manager • Supporting Member • Team Member

Experience & Education

Office:
Taft Stettinius & Hollister LLP
One Indiana Square, Suite 3500, Indianapolis, IN 46204
Phone:
(317) 713-3437 (Phone)
Specialties:
Litigation, Labor and Employment
ISLN:
914578503
Admitted:
1999, Indiana
Biography:
ANNE L. COWGUR is a partner in Taft's Indianapolis office. She focuses her practice in the areas of ...
Full Profile

Richard Kempf Indianapolis, IN

Professions & Specialties

Criminal Defense Lawyer • Defense Attorney • Lawyers • Trust Law Attorney • Psychologist • Volunteer • Non-Profit • Psychology Specialist

Experience & Education

Office:
Taft Stettinius & Hollister LLP
One Indiana Square, Suite 3500, Indianapolis, IN 46204
Phone:
(317) 713-3609 (Phone)
Specialties:
Litigation, Bankruptcy
ISLN:
905940975
Admitted:
1987, Indiana, 7th Circuit Court of Appeals
Biography:
RICHARD A. KEMPF is a seasoned business litigation and trial lawyer. He represents clients in...
and disputes involving breaches of fiduciary duties by directors
Full Profile

Paul Vink Indianapolis, IN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Partner • Chief Administrative Officer • Director • Chief Executive • Operations Manager • Tax Assessor • Revenue Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Office:
Bose McKinney & Evans LLP
111 Monument Circle, Suite 2700, Indianapolis, IN 46204
Phone:
(317) 684-5422 (Phone)
Specialties:
Appellate Services, Business and Commercial Litigation
ISLN:
917134645
Admitted:
2002, Indiana
Biography:
Paul Vink is a partner in the Litigation Group and Tax Group, assisting clients in complex business ...
Full Profile

Ginna Fenton Indianapolis, IN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Account Service Manager • Supplier • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Business Intelligence Professional • Leader • Project Manager • Business Consultant • Advisor • Managers • Certified Nurse Aide • Nurse • Nurse Practitioner • Director of Business Development • Chief Information Officer • Director • Business Development Manager • Operations Manager • Technology Director • Technology Manager • Technical Managers • Project Managers • Human Resources Specialist • Recruitment • Customer Service

Experience & Education

Position:
Account Executive at Prophet One Solutions
Title:
ICD-10 impact assessments and transition remediation; Process Improvement; ERP planning, implementation and optimization
Location:
Indianapolis, Indiana Area
Industry:
Management Consulting
Work history:
Prophet One Solutions Account Executivesince Aug 2010FIVE Career Advisors Director of Business DevelopmentSep 2009 - 2010
Skills:
PeopleSoft, JD Edwards, Hyperion Enterprise, Oracle E-Business Suite, Management Consulting,...
Full Profile

Gary Welsh Indianapolis, IN

Professions & Specialties

Fiduciary • General Counsel • Trust Law Attorney • Lawyers • Of Counsel • Jurist • Legal Counsel • Chairperson • Director • Board Member • Chief Executive • Operations Manager • Management Team Executive • Editor • Supporting Member • Leader • Publisher • Team Member • Managers • Publishing Professional

Experience & Education

Office:
Gary R. Welsh, Attorney at Law, P.C.
320 N. Meridian Street, Suite 615, Indianapolis, IN 46204
Phone:
(317) 684-0099 (Phone)
Specialties:
Business Law, Employment
ISLN:
900466401
Admitted:
1993, Indiana
Special Agencies:
Department of Homeland Security, USCIS.
Biography:
Willkie Inn Magister, 1992-1993 and Province President, 1995, Phi Delta Phi. Articles Editor,...
Full Profile

Terren Magid Indianapolis, IN

Professions & Specialties

Of Counsel • Fiduciary • Jurist • Legal Counsel • Trust Law Attorney • Lawyers • Law Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Director • Chief Administrative Officer • Board Member • Compliance Manager • Chief Executive • Corporate Executive • Operations Manager • Management Team Executive • Governor • Government Administration Officer • Civil Servant • Human Resources Specialist • Recruitment • School Principal • School Administrator • Educational Manager • Investor • Managers • Juris Doctor • Automotive Specialist • Automotive Professional

Experience & Education

Position:
Senior Counsel at Cummins Inc.
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Cummins Inc. Senior Counselsince Sep 2011Bingham McHale LLP Of CounselDec 2010 - Aug 2011
Skills:
Mergers, Leadership, Change Management, Business Development, Corporate Tax, Performance...
Full Profile

Eric Burns Indianapolis, IN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Coordinator • Representative • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Client Service Officer • Customer Relations • Corporate Executive • Chief Executive • Bachelor of Science • Financial Services Professional • Financial Services Sales Agent • Food Server • Student Worker

Experience & Education

Position:
Installation Coordinator at Capital Group
Location:
Indianapolis, Indiana
Industry:
Financial Services
Work history:
Capital Group - Indianapolis, Indiana AreaInstallation Coordinatorsince Nov 2012Capital Group - Indianapolis, Indiana AreaRetirement Plan Services RepresentativeMar 2012 - Nov 2012
Languages:
Spanish, Italian
Full Profile

Shannon Van Deman Indianapolis, IN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Financial Director • Chief Administrative Officer • Board Member • Manager • Financial Officer • Financial Manager • Chief Executive • Management Team Executive • Operations Manager • Organization Management • Quality Manager • Managers

Experience & Education

Position:
Chief Financial Officer at Choices, Inc.
Location:
Indianapolis, Indiana Area
Industry:
Nonprofit Organization Management
Work history:
Choices, Inc. Chief Financial Officersince Jul 2010Choices, Inc. Financial Risk ManagerMay 2007 - Jun 2010
Skills:
PowerPoint, Data Analysis, Financial Analysis, Research, Strategic Planning, Nonprofits, Budgets
Full Profile

Monica Longhofer Indianapolis, IN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Data Entry Specialist • Data Scientist • Administrative Associate • Supporting Member • Administrative Clerk • Clerical Specialist • Team Member • Database Administrator • Software Engineer • Technical Support Specialist • Software Developers • Systems Support Specialist • Support Specialists • Analyst • Organization Management • Analysts • Payroll Administrator • Controller • Payroll Supervisor • Compensations and Benefits • Sales Coordinator • Secretary • Wellness and Fitness • Board Member • Chief Executive • Sales Manager • Management Team Executive • Operations Manager

Experience & Education

Title:
Self-starting, highly versatile professional
Location:
Indianapolis, Indiana Area
Industry:
Accounting
Work history:
Accountemps - Indianapolis, Indiana AreaTemporary data entryFeb 2013 - Mar 2013Anderson Lee & Company - Fort Morgan ColoradoAdministrative AssistantNov 2011 - Apr 2012
Skills:
Software Documentation, Accounts Payable, Outlook, Accounting, Analysis, Account Reconciliation,...
Full Profile

Peggy Willis Indianapolis, IN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Financial Services Professional • Certified Financial Planner • Financial Services Sales Agent • Puchasing and Estimating Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Examiner • Volunteer • Philanthrope • Speaker • Inspector • Non-Profit • Spokesperson • Representative • Government Administration Professional • Chair of Committee • Treasurer • Board Member • Financial Manager • Community Service Manager • Chairperson • Chief Executive • Financial Officer • Management Team Executive • Operations Manager

Experience & Education

Position:
Legal Instruments Examiner at Department of Veterans Affairs
Title:
Financial Services Professional, CPA, CFP®
Location:
Indianapolis, Indiana Area
Industry:
Government Administration
Work history:
Department of Veterans Affairs - Indianapolis, Indiana AreaLegal Instruments Examinersince Jul 2011Business & Professional Exchange Steering Committee (Volunteer) for BPE NorthNov 2010 - Jul 2011
Skills:
Risk Management, Microsoft Office, Account Management, Time Management, Financial Analysis,...
Full Profile

David Nidiffer Indianapolis, IN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Executive Officer • Financial Director • Board Member • Chairperson • Team Leader • Corporate Executive • Chief Executive • Financial Officer • Financial Manager • Management Team Executive • Operations Manager • Marketing Manager • School Principal • School Administrator • Educational Manager • Drivers • Brand Planner • Brand Representative • Leader • Advisor • Managers • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Army Lieutenant Colonel • Oncologist • Medical Practice Professional • Medical Practitioner

Experience & Education

Position:
CEO & CFO at Irvington Community School, Inc.
Title:
CEO at Irvington Community School, Inc.
Location:
Indianapolis, Indiana
Industry:
Education Management
Work history:
Irvington Community School, Inc. - Irvington Community SchoolsCEO & CFOsince Nov 2006Eli Lilly and Company - Indianapolis, IndianaTeam Leader - Customer Business SolutionsNov 1997 - Nov 2006
Full Profile

James Stawick Indianapolis, IN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Owner • Manager • Chief Executive • Operations Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Owner at The Stawick CPA Group, Investment Manager at The Archer Funds
Title:
Owner at The Stawick CPA Group
Location:
Indianapolis, Indiana Area
Industry:
Accounting
Work history:
The Stawick CPA Group - Indianapolis, Indiana AreaOwnersince Apr 2010The Archer Funds Investment Managersince Mar 2010
Skills:
Accounting, Investment Management, Payroll
Full Profile

Stacey Roberson Indianapolis, IN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Senior Director • Senior Manager • Operations Manager • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Generalist • Team Member • Managers • Sports Trainer • Sports Trainers • Recruitment

Experience & Education

Position:
Senior Director - Global Benefits at Eli Lilly & Company
Title:
Senior Director-Global Benefits at Eli Lilly & Company
Location:
Indianapolis, Indiana Area
Industry:
Pharmaceuticals
Work history:
Eli Lilly & Company Senior Director - Global Benefitssince Jun 2010Eli Lilly and Company Senior Director - Compensation & BenefitsMar 2010 - Jun 2010
Full Profile

Rex Rodwell Indianapolis, IN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Jurist • Legal Counsel • Contract Recruiter • Human Resources Specialist • Recruitment • Analyst • Construction • Logistics Supply Chain Professional • Analysts • Equipment Tools Purchasing Agent • Contract Administrator • Supplier • Department Store Salesperson • Retail Professional • Retail Salesperson • Director of Contracts • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Logistician • Purchasing Managers • Chief Executive • Community Service Manager

Experience & Education

Title:
Contract Specialist /Procurement Analyst
Location:
Indianapolis, Indiana Area
Industry:
Logistics and Supply Chain
Work history:
US Department of Homeland Security, Customs and Border Protection Contract SpecialistAug 2011 - Aug 2012Concurrent Technologies Corporation Senior Business Member, Contract AdministratorJan 2011 - Jul 2011
Languages:
German
Full Profile

Paul Donahue Indianapolis, IN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive • Capital Markets Professional • Operations Manager

Experience & Education

Position:
Financial Advisor at Valeo Financial Advisors, LLC
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Valeo Financial Advisors, LLC Financial Advisorsince Aug 2006Hufford Financial Advisors Financial ConsultantMay 2000 - Aug 2006
Skills:
Financial Planning, 401k, Investments, Retirement Plans, Retirement Solutions, Retirement Income...
Full Profile

Brenda Haybarker Indianapolis, IN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Relationship Manager • Supplier • Account Service Manager • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Model • Chief Administrative Officer • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Vice President-Manager/Retirement Plan Services at First Financial Bank NA
Title:
Vice President-Retirement Plan Services at First Financial Bank NA
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
First Financial Bank NA Vice President-Manager/Retirement Plan Servicessince Oct 2009Irwin Union Bank Vice President and Trust OfficerJul 1997 - Oct 2009
Skills:
Investments, 401k, Retirement, Plan Design, Pensions, Small Business, Retirement Planning
Full Profile

K. Short Indianapolis, IN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Senior Vice President • Board Member • Vice President • Chief Executive • Management Team Executive • Operations Manager • Chief Accountant • Account Manager • Chief Networking Officer • Financial Officer • Financial Manager • Customer Relations • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Managers • Sales Representative

Experience & Education

Position:
Senior VP, Chief Accounting Officer at Federal Home Loan Bank of Indianapolis
Location:
Indianapolis, Indiana Area
Industry:
Banking
Work history:
Federal Home Loan Bank of Indianapolis Senior VP, Chief Accounting Officersince Aug 2009One America Funds, Inc. Member, Board of Directors and Audit CommitteeNov 2007 - Jul 2009
Skills:
SEC/GAAP/STAT Reporting and Analysis, Internal Accounting Controls/Sarbanes-Oxley, Capital...
Full Profile

Steve Wylam Indianapolis, IN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Owner • Chief Executive • Model • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Recruitment • Puchasing and Estimating Manager • Psychology Specialist

Experience & Education

Position:
Owner at the 401(k) team @ CAMI
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
The 401(k) team @ CAMI Ownersince Jan 1988
Skills:
Fiduciary Guidance and Support, Participant Education and Motivation, Investment Consulting and...
Full Profile

Cindy Kiger Indianapolis, IN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Underwriter

Experience & Education

Position:
Account Underwriter at Travelers Insurance
Location:
Indianapolis, Indiana Area
Industry:
Insurance
Work history:
Travelers Insurance Account Underwritersince Aug 1998
Full Profile

Traci Dossett Indianapolis, IN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Operating Officer • Vice President • General and Operations Manager • Director of Operations • Operations Manager • Chief Executive • Computer Software Professional • Software Developers • Counselor • Advisor • Human Resources Specialist • Recruitment

Experience & Education

Position:
Chief Operating Officer at Software Engineering Professionals (SEP)
Location:
Indianapolis, Indiana Area
Industry:
Computer Software
Work history:
Software Engineering Professionals (SEP) Chief Operating Officersince Jan 2012Software Engineering Professionals (SEP) Vice President, OperationsJan 2009 - Jan 2012
Skills:
Contract Negotiation, Forecasting, Purchasing, Financial Reporting, Financial Planning, Operations...
Full Profile

Chase Sanders Indianapolis, IN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Research Associate • Research Specialist • Research Scientist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Teller • Customer Service • Client Service Officer

Experience & Education

Position:
Reporting and Research Associate at ProCourse Fiduciary Advisors, LLC
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
ProCourse Fiduciary Advisors, LLC Reporting and Research Associatesince May 2013JP Morgan and Chase TellerAug 2010 - May 2013
Full Profile

Jason Spilbeler Indianapolis, IN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Supporting Member • Philanthrope • Team Member • Non-Profit • Investment Analyst • Puchasing and Estimating Manager • Partner • Financial Manager • Chief Executive • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Investment Associate at J.P. Morgan's Private Banking
Location:
Indianapolis, Indiana Area
Industry:
Investment Management
Work history:
J.P. Morgan's Private Banking Investment Associatesince Jul 2010J.P. Morgan's Private Wealth Management Investment AnalystJul 2007 - Jul 2010
Skills:
CFA Level III candidate, FINRA Series 7 and 66
Full Profile

K. Short Indianapolis, IN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Senior Vice President • Board Member • Vice President • Chief Executive • Management Team Executive • Operations Manager • Chief Accountant • Account Manager • Chief Networking Officer • Financial Officer • Financial Manager • Customer Relations • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Managers • Sales Representative

Experience & Education

Position:
Senior VP, Chief Accounting Officer at Federal Home Loan Bank of Indianapolis
Location:
Indianapolis, Indiana Area
Industry:
Banking
Work history:
Federal Home Loan Bank of Indianapolis Senior VP, Chief Accounting Officersince Aug 2009One America Funds, Inc. Member, Board of Directors and Audit CommitteeNov 2007 - Jul 2009
Skills:
STAT/GAAP/SEC Reporting and Analysis, Internal Accounting Controls/Sarbanes-Oxley, Capital...
Full Profile

Aj Hillebrand Indianapolis, IN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Certified Nurse Aide • Nurse • Nurse Practitioner • Customer Service • Sales and Service Specialist • Sales Agent • Sales Representative • Personal Care Aide

Experience & Education

Position:
Retirement Plan Services at The National Bank of Indianapolis
Location:
Indianapolis, Indiana Area
Industry:
Banking
Work history:
The National Bank of Indianapolis Retirement Plan Servicessince 2008The National Bank of Indianapolis Loan Operations2005 - 2008
Skills:
Banking, Financial Planning, Strategic Financial Planning, Asset Management, Leadership, IRAs
Certifications:
CRSP, Certified Retirement Services Professional, American Bankers Association
Full Profile

Bryan Weiss Indianapolis, IN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chairperson • Chief Executive Officer • Manager • Owner • Chief Executive • Corporate Executive • Operations Manager • Sports Trainer • Sports Trainers • Planner • Advisor • Counselor • Investor • Speaker • Spokesperson • Representative • Educator • Education Professional • Instructor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Investment Advisor & Planner | Financial Coach, Mentor & Manager | Owner & President at ...
Title:
President and CEO of Marian Financial Partners, Inc. | Investment Management & Wealth Coach | Investment Planner
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Marian Financial Partners, Inc. - Indianapolis, Indiana AreaInvestment Advisor & Planner | Financial Coach, Mentor & Manager | Owner & Presidentsince Oct 2009Marian Financial Partners, Inc. - Indianapolis, Indiana AreaPortfolio Investment Management | Investor Trainer, Educator & Matson Money Investor Coachsince Oct 2009
Full Profile

Greg Padgett Indianapolis, IN

Professions & Specialties

Fiduciary • Law Specialist • Of Counsel • Trust Law Attorney • Lawyers • Jurist • Legal Counsel • School Principal • School Administrator • Educational Manager • Team Member

Experience & Education

Position:
Principal at Padgett Law Estate & Trust Litigation
Title:
Estate & Trust Litigation
Location:
Indianapolis, Indiana Area
Industry:
Law Practice
Work history:
Padgett Law Estate & Trust Litigation Principalsince Mar 2004Barnes & Thornburg LLP Of CounselOct 1999 - Feb 2004
Skills:
Probate, Trusts, Will Contests, Trust Contests, Contested Guardianships, Farm Trusts, Trust...
Full Profile

Justin Ray Indianapolis, IN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Chief Accountant • Accounting Clerk • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Account Manager • Construction • Philanthrope • Non-Profit

Experience & Education

Position:
Senior Accountant at WellPoint
Title:
Financial Accountant Sr
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
WellPoint - Indianapolis, INSenior Accountantsince Oct 2011Watermark CPA Group, LLC - Indianapolis, INStaff AccountantOct 2008 - Aug 2011
Full Profile

Debra Williams Indianapolis, IN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Accountant • Accounting Clerk • Accounts Payable • Accounts Payable Specialist • Account Manager • Accounting Bookkeeper • Bookkeeper • Supervisor • Managers • Chief Administrative Officer • Vice President of Operations • Chief Executive • Vice President • Employee Relations Manager • Human Resources Specialist • Employee Relations Specialist • Labor Relations Specialist • Recruitment • Retail Salesperson

Experience & Education

Position:
Accounting Supervisor at HCC Medical Insurance Services
Title:
Senior Accountant at HCC Medical Insurance Services
Location:
Indianapolis, Indiana Area
Industry:
Insurance
Work history:
HCC Medical Insurance Services - Indianapolis, Indiana AreaAccounting Supervisorsince Sep 2008Transportation Safety Technologies Staff Accountant / Human Resources ManagerMar 2006 - May 2008
Skills:
Budgets, Payroll, Financial Statements, Accounts Payable, Accounts Receivable, Accounting, Customer ...
Full Profile

Debbie Hines Indianapolis, IN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Sales Person • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Counselor • Advisor • Services Professional • Sales and Service Specialist • Sales Agent

Experience & Education

Position:
Marketing & Sales Consultant at Sycamore Group Realtors, Real Estate Consultant at Sycamore...
Title:
Marketing & Sales Consultant at Sycamore Group Realtors
Location:
Indianapolis, Indiana Area
Industry:
Real Estate
Work history:
Sycamore Group Realtors Marketing & Sales Consultantsince Apr 2005Sycamore Group Realtors Real Estate Consultantsince 2005
Skills:
Real Estate
Full Profile

Beatrice Gavrila Indianapolis, IN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Work

Company:
Oxford financial group
Fiduciary operations specialist
Company:
Escort computer international
Accountant
Full Profile

John Kim Indianapolis, IN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Manager • Partner • Operations Manager • Chief Executive • Leader • Managers • Software Tester • Technical Support Specialist • Computer Specialist • Systems Support Specialist • Support Specialists • Advisor • Recruitment • Biological Scientist

Experience & Education

Position:
Manager - Global R&D Quality Leader at Elanco
Title:
Manager at Elanco
Location:
Indianapolis, Indiana Area
Industry:
Pharmaceuticals
Work history:
Elanco - Greenfield, IndianaManager - Global R&D Quality Leadersince Mar 2012Eli Lilly and Company Manager - Global Regulatgory Affairs: Central Regulatory RegistgrationNov 2007 - Mar 2012
Full Profile

Craig Kessler Indianapolis, IN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chairperson • Chief Investment Officer • Vice President • Chief Executive • Management Analysts • Marketing Manager • Counselor • Advisor • Branch Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
President & Chief Investment Officer at Kessler Investment Group, LLC
Title:
President of Kessler Investment Group, LLC
Location:
Indianapolis, Indiana Area
Industry:
Investment Management
Work history:
Kessler Investment Group, LLC President & Chief Investment Officersince Jan 2009Raymond James Financial VP, Branch ManagerSep 2007 - Dec 2008
Skills:
Investments, Portfolio Management, Retirement Planning, Strategic Financial Planning, Wealth...
Full Profile

Layne Hoekema Indianapolis, IN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Treasurer • Financial Officer • Financial Manager • Tax Preparer • Finance and Accounting Specialist • Tax Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Family Strategist at Ronald Blue & Co., Treasurer at The Oaks Academy, Finance Committee
Title:
Senior Family Strategist in Family Office Division at Ronald Blue & Co.
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Ronald Blue & Co. - Indianapolis, Indiana AreaSenior Family Strategistsince Jan 1996The Oaks Academy, Finance Committee Treasurersince 2008
Full Profile

Jeff Hess Indianapolis, IN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Counselor • Investor • Advisor • Director • Owner • Operations Manager • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Life Insurance Audit Consultant at Ash Brokerage, Race Director at Carmel 5k for Haiti
Title:
Life Insurance Audit Consultant | Business Development at Ash Brokerage specializing in policy review and life insurance
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Ash Brokerage - Indianapolis, INLife Insurance Audit Consultantsince Apr 2005Carmel 5k for Haiti - Carmel, INRace Directorsince Jul 2008
Languages:
English
Certifications:
Life & Health, State of Indiana
Series 6, 63, FINRA
Full Profile

Dan Weisenbach Indianapolis, IN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Security • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at National Financial Group
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
National Financial Group Financial Advisorsince Aug 1982
Skills:
Retirement Income Strategies, Retirement Planning, Saving for Education, Wealth Accumulation,...
Full Profile

Dan Burke Indianapolis, IN

Professions & Specialties

Law Specialist • Fiduciary • Lawyers • Trust Law Attorney • Partner • Board Member • Chief Executive • Management Team Executive • Operations Manager

Experience & Education

Position:
Board Member at Community Development Law Center, Partner at Hoover Hull LLP
Title:
Partner at Hoover Hull LLP
Location:
Indianapolis, Indiana Area
Industry:
Law Practice
Work history:
Community Development Law Center Board Membersince 2008Hoover Hull LLP Partnersince Mar 2006
Full Profile


Fiduciarys near Indianapolis, IN012345CarmelFishersMooresvilleNoblesvilleWestfieldAvon