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Fiduciarys in New Jersey

Fiduciarys in Jersey City, NJ

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33 results found

Shirley Chan New York, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Apprentice • Student Worker • Non-Profit • Volunteer • Business Administrator • Organization Management • Mathematics • Mathematician • Vice President • Chief Executive • Operations Manager • Reviewer • Controlling Specialist • Controller • SharePoint Administrator • Network Systems Administrator • Computer Network Professional • Network Administrator • Master of Science • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Service Tax Intern at Ernst & Young
Location:
Greater New York City Area
Industry:
Accounting
Work history:
Ernst & Young - Greater New York City AreaFinancial Service Tax Internsince Jun 2013PwC - Greater New York City AreaWealth Management Tax Service InternJan 2013 - Apr 2013
Skills:
Tax, Accounting, Microsoft Excel, Adobe Acrobat, Outlook, PowerPoint, Problem Solving, Customer...
Full Profile

Raymond Arenas New York, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chairperson • Chief Executive • Governor • Senator • Government Administration Officer • Civil Servant • Legislator • Psychologist • Psychology Specialist • Operations Manager • Business Administrator • Organization Management • Managers • Railroad Worker • Data Scientist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Executive Management
Location:
Greater New York City Area
Industry:
Management Consulting
Work history:
PATH Employees Pension Plan PENSION TRUSTEESep 2001 - Feb 2005United Transportation Union - Jersey City, NJChairpersonOct 1998 - Feb 2005
Full Profile

Jing Liu Jersey City, NJ

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Paralegal • Litigation Support Specialist • Executive Office Professional • Clerical Specialist • Bilingual Communications Specialist • Linguist • Language Specialist

Experience & Education

Work

Company:
Kramer levin naftalis & frankel llp
Fiduciary administrator
Company:
Ropes & gray llp
Senior estate settlement administrator
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Salvatore Giannone New York, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Analyst • Supporting Member • Analysts • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Model • Student Worker • Field Marketing Specialist • Marketing Administrator • Marketing Manager • Operations Manager

Experience & Education

Position:
Commissions Analyst at Morgan Stanley
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Morgan Stanley - Jersey City, NJCommissions Analystsince Mar 2013Newport Capital Group - Red Bank NjBenefits AssociateAug 2011 - Dec 2011
Skills:
Series 7, Series 66, Financial Advisory, Stocks, 401k, Defined Contribution, Defined Benefit, IRAs, ...
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Ronald Bachrach New York, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Management Consultant • Counselor • Construction • Management Analyst • Analysts • Advisor • Chief Administrative Officer • Vice President • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Operations Manager • Editor • Model • Sales Support • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Master of Science • Juris Doctor • Bachelor of Arts • Accounting Bookkeeper • Bookkeeper • Market Analyst • Market Research Analyst • Financial Services Professional • Financial Services Sales Agent • Construction Administrator • Construction Manager

Experience & Education

Title:
Trust & Estates Attorney/Wealth Management Consultant
Location:
Greater New York City Area
Industry:
Banking
Work history:
Morgan Stanley Private Bank, N.A. - Jersey City, NJAUDIT CONSULTANTJan 2012 - Jun 2012JPMorgan-Private Client Services VICE PRESIDENT/FIDUCIARY EXECUTIVEMay 2005 - Jun 2010
Full Profile

Christine Cook New York, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Assistant Vice President • Vice President • Chief Executive • Non-Profit • Production Manager • Sales Representative

Experience & Education

Position:
Assistant Vice President at Torus Insurance
Location:
Greater New York City Area
Industry:
Insurance
Work history:
Torus Insurance - Jersey City, NJAssistant Vice Presidentsince 2012BWD Group LLC - Plainview, NYSenior Specialist2011 - 2012
Skills:
Underwriting, Employment Practices Liability, D&O, Insurance, Professional Liability, Brokers,...
Full Profile

Nicole Singletary New York, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Underwriter • Insurance Underwriter • Insurance Professional • Agent • Sales Representative • Technician • Technical Specialist • Technical Support Specialists • Chief Administrative Officer • Chief Executive

Experience & Education

Position:
Underwriting Assistant at Markel Corporation
Title:
Assistant Underwriter
Location:
Greater New York City Area
Industry:
Insurance
Work history:
Markel Corporation - New York, NYUnderwriting Assistantsince Nov 2011Chartis - Jersey City, NJUnderwriting TechnicianMar 2005 - Oct 2011
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Daniel Saleman New York, NY

Professions & Specialties

Legal Aide • Fiduciary • Paralegal • Trust Law Attorney • Lawyers • Counselor • Special Police Officer • Advisor • Police • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Student Worker • Chief Executive

Experience & Education

Title:
Consultant/Operations Specialist at Brown Brothers Harriman
Location:
Greater New York City Area
Industry:
Investment Banking
Work history:
Brown Brothers Harriman - Jersey City, NJOperations SpecialistMar 2012 - Jun 2013Law Office of Deborah Ball - Forest Hills, NYLegal AssistantOct 2011 - Feb 2012
Skills:
Economics, Financial Modeling, Microsoft Excel, PowerPoint, Equities, Financial Analysis,...
Full Profile

Kathleen Fuentes New York, NY

Professions & Specialties

General Counsel • Fiduciary • Of Counsel • Jurist • Legal Counsel • Trust Law Attorney • Lawyers • Vice President • Chairperson • Chief Executive • Counselor • Supporting Member • Advisor • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychologist • Psychology Specialist

Experience & Education

Position:
Vice President, Deputy General Counsel at SunAmerica
Title:
Vice President, Deputy General Counsel at AIG SunAmerica Asset Management Corp
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
SunAmerica - Jersey City, NJVice President, Deputy General Counselsince Jun 2006Paul, Hastings, Janofsky & Walker LLP Associate1998 - 2006
Full Profile

Richard Dileo New York, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Manager • Vice President • Team Leader • Operations Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Fiduciary Tax Manager and Vice President at Morgan Stanley Private Bank, NA
Title:
Fiduciary Tax Manager at Morgan Stanley Private Bank, NA
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Morgan Stanley Private Bank, NA - Jersey City NJFiduciary Tax Manager and Vice Presidentsince May 2011Merrill Lynch Trust Company, a division of Bank of America NA - Hopewell NJVice President and Fiduciary Tax Team LeaderSep 2008 - May 2011
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Gregory Corcoran New York, NY

Professions & Specialties

Law Clerk • Law Specialist • Judicial Intern • Fiduciary • Judicial Law Clerk • Lawyers • Student Lawyer • Trust Law Attorney • Construction

Experience & Education

Title:
Attorney
Location:
Greater New York City Area
Industry:
Law Practice
Work history:
Krumholz Dillon P.A. - Jersey City, NJLaw ClerkJun 2012 - May 2013U.S. Bankruptcy Court, Newark - Newark, NJJudicial InternSep 2011 - Apr 2012
Full Profile

Justin Spillane New York, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Department Manager • Chief Executive • Department Supervisor • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President Department Manager at Goldman Sachs
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Goldman Sachs - Jersey City, NJVice President Department Managersince Jun 2012Goldman Sachs - Jersey City, NJVice PresidentMay 2004 - May 2012
Full Profile

Sarah Mcpherson Jersey City, NJ

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Assistant Vice President • Vice President • Chief Executive • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Trust Officer at Melville Lane, LLC
Location:
Jersey City, New Jersey
Industry:
Banking
Work history:
Melville Lane, LLC Trust Officersince Jun 2011The Center for Special Needs Trust Administration Assistant Vice PresidentJul 2010 - Mar 2011
Full Profile

Robert Calabro Jersey City, NJ

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager

Experience & Education

Work

Company:
Trade financial
Company:
Independent trader - Jersey City, NJ
Full Profile

Shawn Sloves New York, NY

Professions & Specialties

Trust Law Attorney • Lawyers • Chief Executive Officer • Co-Founder • Partner • Board Member • Corporate Executive • Chief Executive • Founder • Founding Member • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Production Manager • Agent • Sales Representative • Bachelor of Science • Computer Software Professional • Information Technology Specialist • Software Developers • IT Specialist • Analysts • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Commercial Announcer • Presenter

Experience & Education

Position:
Chief Executive Officer (CEO) - Co-Founder at Fundamental Interactions, Partner at Atlas ATS
Title:
CEO, Co-founder, Fundamental Interactions inc.
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Fundamental Interactions - New York, NYChief Executive Officer (CEO) - Co-Foundersince Jul 2011Atlas ATS - New York City, New YorkPartnersince Apr 2013
Head Trader at Fiduciary Trust International
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Alexander Mufel New York, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Support Specialist • Client Service Officer • Leader • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Business Manager • Team Member • Analysts • Bachelor of Science • Research Scientist • Financial Services Professional • Financial Services Sales Agent • Operations Manager

Experience & Education

Position:
Trade Support Specialist at ICAP, Leader at RAJE
Title:
Trade Support Specialist
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
ICAP - Jersey City, NJTrade Support Specialistsince Sep 2008RAJE Leadersince May 2008
Skills:
FINRA, Equities, Hedge Funds, Settlements, Trading, Series 7, Credit Derivatives, CDS
Languages:
Russian
Certifications:
FINRA
Full Profile

Brenda Fernandez New York, NY

Professions & Specialties

Assistant to the President • Printing Supervisor • Administrative Associate • Volunteer • Print Worker • Administrative Clerk • Clerical Specialist • Non-Profit • Curriculum Coordinator • Instructional Coordinator • Curriculum Specialist • Training Implementation Specialist • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Administrative Officer • Chief Executive Officer • Chief Executive • Corporate Executive • Marketing Manager • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Brand Planner • Brand Representative • Secretary

Experience & Education

Position:
Executive Assistant to the President / Continuing Education Coordinator at Global Association of...
Title:
Executive Assistant to the President at Global Association of Risk Professionals / Continuing Education Coordinator
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Global Association of Risk Professionals - Jersey City, NJExecutive Assistant to the President / Continuing Education Coordinatorsince May 2012MHACG Support AdministratorAug 2009 - Jul 2010
Presentation Specialist at Fiduciary Trust Company
Full Profile

Joe Mikulewicz New York, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Senior Advisor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analyst • Supervisor • Analysts • Managers • Sales Director • Financial Manager • Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Bachelor of Business Administration

Experience & Education

Title:
Senior Consultant at OppenheimerFunds
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Jennison Associates LLC - Greater Boston AreaSenior ConsultantApr 2013 - Jul 2013J.P. Morgan - Greater New York City AreaSenior ConsultantFeb 2013 - Apr 2013
Full Profile

Raymond Conte New York, NY

Professions & Specialties

Trust Law Attorney • Lawyers • Counselor • Supporting Member • Advisor • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Custodial Worker • Cleaners • Managers

Experience & Education

Title:
Wall Street Operations
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Bank of America, American Stk Transfer, Continential Stk Tfr Consultant PositionsSep 2009 - Jun 2012Deutsche Bank Securities - Jersey City, NJCorporate Actions AssociateSep 2004 - Aug 2009
Managed hundreds of fiduciary accounts with relentless commitment to t..
Full Profile

Adam Yee New York, NY

Professions & Specialties

Trust Law Attorney • Lawyers • Senior Manager • Operations Manager • Project Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Project Manager • Security • Analysts • Managers

Experience & Education

Position:
Senior Manager at Lord, Abbett & Co. LLC
Title:
Senior Manager at Lord Abbett
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Lord, Abbett & Co. LLC - Jersey City, NJSenior Managersince 2004JP Morgan Fleming Asset Management Project Manager2002 - 2004
Performance Analyst at Fiduciary Trust Company
Full Profile

Andrew Brusca New York, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Planner • Advertising Professional • Advertising Sales Agent • Buyer • Buyer and Seller • Sales Representative • Market Research Analyst • Account Representative • Hunter • Master of Science • Data Scientist

Experience & Education

Position:
Sales Planner at JiWire, Inc.
Location:
United States
Industry:
Marketing and Advertising
Work history:
JiWire, Inc. - New York CitySales Plannersince Aug 2012ZenithOptimedia - New York, NYJunior BuyerAug 2010 - Aug 2012
Skills:
Advertising, Broadcast Television, Market Research, Customer Service, Data Entry, Social Media,...
Full Profile

Jennifer Ozarraga New York, NY

Professions & Specialties

Trust Law Attorney • Lawyers • Supporting Member • Analyst • Team Member • Analysts • Business Administrator • Team Leader • Operations Manager • Bachelor of Science • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
OFAC Associate at BNP Paribas
Location:
Greater New York City Area
Industry:
Banking
Work history:
BNP Paribas OFAC Associatesince Apr 2012Bank of America - 222 Broadway New York, NY 10038Operations AnalystDec 2010 - Mar 2012
..and handle trade processing for Fiduciary and Voluntary accounts
Full Profile

Matt Bozek New York, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Representative • Moderator • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Executive Compensation • Chief Executive • Juris Doctor • Master of Science

Experience & Education

Position:
Registered Representative at PFS Investments Inc, Sitewide Moderator at BenefitsLink.com
Title:
Registered Representative at PFS Investments Inc
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
PFS Investments Inc - Oakland, NJRegistered Representativesince Jun 2012BenefitsLink.com - VirtualSitewide Moderatorsince May 2001
Full Profile

Allan Helale Jersey City, NJ

Professions & Specialties

Trust Law Attorney • Lawyers • Compliance Officer • Bank Examiner • Financial Compliance Examiner • Auditor • Director of Quality Control • Compliance Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Loan Accountant • Operations Manager

Experience & Education

Position:
Compliance Officer at HSBC
Location:
Jersey City, New Jersey
Industry:
Banking
Work history:
HSBC Compliance Officersince Mar 2013Citigroup Risk Management OfficerApr 2000 - Mar 2013
Skills:
Operational Risk Management, Banking, Financial Risk, Risk Management, Auditing, Operational Risk,...
Professional Trust and Fiduciary Services
Full Profile

Chris Faricelli New York, NY

Professions & Specialties

Law Specialist • Trust Law Attorney • Lawyers • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Senior Fund Structurer, Alternative Investments at J.P. Morgan
Title:
Vice President, JPM Private Bank
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
J.P. Morgan - Greater New York City AreaSenior Fund Structurer, Alternative Investmentssince Jun 2012RREEF Alternatives - Greater New York City AreaProduct DevelopmentJul 2011 - May 2012
..Hedge Fund Group is the global fiduciary hedge fund management platform of Deutsc..
Full Profile

Eugena Wright New York, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Analyst • Analysts • Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • General Practitioner • Physician • Financial Manager

Experience & Education

Position:
Risk Operations – Investment Data Operations Analyst at JPMorgan Chase
Title:
Risk Operations - Fixed Income Guideline Monitoring
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
JPMorgan Chase Risk Operations – Investment Data Operations Analystsince Jan 2011JPMorgan Chase - Jersey City, NJInvestment Management Consultant-Equity/Fixed Income ComplianceSep 2009 - Dec 2010
Full Profile

Joseph Bonetti New York, NY

Professions & Specialties

Trust Law Attorney • Lawyers • Banking Professional • Teller • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Lieutenant Colonel • Instructor • Pedagogue • Chief Executive • Managers

Experience & Education

Title:
Retired Banking Professional & Military Officer
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Brown Brothers Harriman - Jersey City, NJRetiredSep 2002 - Jun 2009US Army - NJLieutenant ColonelJul 1967 - Dec 1993
..Marketing & Sales Representative for Fiduciary products
Full Profile

Eric Anders New York, NY

Professions & Specialties

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

Experience & Education

Position:
Vice President and Trust Relationship Officer at U.S. Trust
Title:
Vice President and Trust Relationship Officer
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
U.S. Trust - New York, NYVice President and Trust Relationship Officersince Aug 2011The Provident Bank - Madison, NJVP and Wealth Advisor2003 - Aug 2011
Full Profile

Eva-maria Anthony New York, NY

Professions & Specialties

Trust Law Attorney • Lawyers • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Lead Trust Officer, Vice President at Morgan Stanley Private Wealth Management
Title:
Lead Trust Officer, Vice President at Morgan Stanley Private Bank, N.A.
Location:
Greater New York City Area
Industry:
Legal Services
Work history:
Morgan Stanley Private Wealth Management - Jersey City, NJLead Trust Officer, Vice Presidentsince May 2011Fiduciary Trust Company International Senior Trust Officer & Trust CounselApr 2008 - Apr 2011
Full Profile

Barbara Quevedo New York, NY

Professions & Specialties

Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive

Experience & Education

Position:
Individual Client Services Specialist at Schulte Roth & Zabel LLP
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Schulte Roth & Zabel LLP Individual Client Services Specialistsince May 2012Morgan Stanley Private Bank NA - Jersey City, NJVice PresidentFeb 2007 - May 2012
Skills:
Wealth Management Services, Asset Management, Asset Allocation, Estate Planning, Trust Services,...
Professional Trust and Fiduciary Services
Full Profile

Alex Maza New York, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Regional Vice President • Assistant Vice President • Vice President • Chief Executive • Operations Manager • Underwriter • Business Administrator

Experience & Education

Location:
Greater New York City Area
Industry:
Insurance
Work history:
Torus Insurance - Jersey City, NJSVP - Head of Management Liability GroupFeb 2010 - Apr 2011Zurich North America - Greater New York City AreaSVP - Head of Financial LinesJun 2007 - Feb 2010
Skills:
Directors & Officers Liability, Professional Liability, Employment Practices Liability,...
Languages:
Romanian
Full Profile

Cynthia Samson Jersey City, NJ

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Agent • Sales Representative • Property Manager • Real Estate Manager • Nurse • Nurse Practitioner

Experience & Education

Work:
RE/MAX VILLA
Jersey City, NJ 07302
(201) 425-6255 (Phone)
About:
A RE/MAX REALTOR®# A REALTOR® is a member of the National Association of REALTORS® and subscribes...
Full Profile

Gregory Rosenblum Denver, CO

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Bank Examiner • Controlling Specialist • Financial Compliance Examiner • Auditor • Controller • Counselor • Advisor • Accounting Bookkeeper • Bookkeeper • Chief Executive • Sales Manager • General and Operations Manager • Director of Operations • Operations Manager

Experience & Education

Position:
National Bank Examiner at Office of the Comptroller of the Currency, Trust Consultant at ExperisNL
Title:
National Bank Examiner at Office of the Comptroller of the Currency
Location:
Denver, Colorado
Industry:
Legal Services
Work history:
Office of the Comptroller of the Currency - Greater Denver AreaNational Bank Examinersince Jan 2013ExperisNL - Jersey City, NJTrust Consultantsince Jul 2012
Full Profile

Fiduciarys near Jersey City, NJ05101,0201,5302,0402,550New YorkUnion CityLyndhurstEast RutherfordSecaucus


Fiduciarys around Jersey City, NJ

Lyndhurst  (4)
New York  (2,549)
Secaucus  (1)
Union City  (5)

Fiduciarys in New Jersey

Sub-specializations

Executor  (3)
Fiduciary  (33)