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Fiduciarys in Wisconsin

Fiduciarys in Madison, WI

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69 results found

Peter Garson Madison, WI

Professions & Specialties

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

Experience & Education

Office:
Von Briesen & Roper, s.c.
Three South Pinckney Street, Suite 1000, Madison, WI
Specialties:
Business and Corporate Law, Business Succession Planning
ISLN:
907183318
Admitted:
1988
Full Profile

Robert Kasieta Madison, WI

Professions & Specialties

Trial Lawyer • Trust Law Attorney • Lawyers • Associate Professor • Lecturer • Postsecondary Teacher • Juris Doctor • Chief Executive

Experience & Education

Company:
Kasieta Legal Group, LLC
Address:
7818 Big Sky Drive Suite 112, Madison, WI 53719 - Property Information
Phone:
(608) 662-2286
Specialties:
Personal Injury - 45%(41 years, 700+ cases)
Commercial - 20%(41 years, 50+ cases)
Licenses:
Wisconsin - Good Standing     1983
Experience:
Adjunct Professor at University of Wisconsin Law School     2002-present
Owner at Kasieta Legal Group, LLC     1997-present
School:
Marquette University Law School     1983
Degree:
JD - Juris Doctor - Law
School:
Northern Michigan University     1980
Degree:
Bachelors, Summa Cum Laude
Languages:
English
Awards:
AV Preeminent 5.0 out of 5 Peer Review Rated - Martindale-Hubbell     2013
Top Lawyer - Madison Magazine     2013
Associations:
Lawyer Ethics Disciplinary Committee - Member     2008-present
Wisconsin Law Foundation - Fellow     2008-present
Full Profile

Allan Koritzinsky Madison, WI

Professions & Specialties

Fiduciary • Lawyers • Trust Law Attorney • Partner • Chairperson • Chief Executive • Author • Editor

Experience & Education

Office:
Foley & Lardner LLP
150 East Gilman Street, Madison, WI 53703
Phone:
(608) 257-5035 (Phone)
Specialties:
Business Litigation & Dispute Resolution, Estates & Trusts
ISLN:
905774877
Admitted:
1966, Wisconsin, United States District Court for the Eastern and Western Districts of Wisconsin
Biography:
Allan R. Koritzinsky is a retired partner with Foley & Lardner LLP, where he practiced in the...
Full Profile

Andrew Nelson Madison, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Partner • Chief Executive • Lecturer • Postsecondary Teacher • Author • Bachelor of Business Administration • Juris Doctor

Experience & Education

Office:
Foley & Lardner LLP
150 East Gilman Street, Madison, WI 53703
Phone:
(608) 258-4990 (Phone)
Specialties:
Taxation
ISLN:
910229317
Admitted:
1993, Wisconsin, U.S. Tax Court
Biography:
Andrew L. Nelson is a certified public accountant and a partner with Foley & Lardner LLP. As a...
Full Profile

Cathleen Dettmann Madison, WI

Professions & Specialties

Law Clerk • Fiduciary • Judicial Law Clerk • Trust Law Attorney • Lawyers • Lobbyist • Analyst • Policy Analyst • Public Relations Professinal • Analysts • Juris Doctor • Bachelor of Arts

Experience & Education

Company:
Haley Palmersheim Sc
Address:
1424 N High Point Rd Ste 202 Po Box 628005, Middleton, WI 53562
Phone:
(866) 694-0319 (Office), (608) 836-9697 (Fax)
Specialties:
Litigation - 30%
Business - 30%
Licenses:
Wisconsin - Good Standing     2009
Experience:
Attorney at Haley Palmersheim, S.C.     2009-present
Law Clerk at DeWitt Ross & Stevens     2008
School:
University of Wisconsin     2009
Degree:
JD - Juris Doctor - Law
School:
University of Wisconsin-Madison     2000
Degree:
Bachelor of Arts - Political Science
Languages:
English
Awards:
Member, Order of the Coif - Order of the Coif     2009
Dean's Academic Achievement Award - University of Wisconsin Law School     2009
Associations:
Dane County Bar Association - Member, Program Committee     2009-present
State Bar of Wisconsin, Women Lawyers Association

I focus my practice on complex business litigation and transactional work including partnership...

Full Profile

John Starkweather Madison, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Partner • Chief Executive • Bachelor of Business Administration • Team Member

Experience & Education

Company:
Boardman & Clark LLP
Address:
1 South Pinckney Street, Suite 401 P.o. Box 927, Madison, WI 53701
Phone:
(608) 283-1708 (Office), (608) 283-1709 (Fax)
Specialties:
Real Estate - 100%(32 years)
Licenses:
Illinois - Active And Authorized To Practice Law     1991
Wisconsin - Good Standing     1991
Experience:
Partner at Boardman & Clark LLP     2007-present
Owner at Starkweather Law     2001-2006
School:
U of Wisconsin     1991
Degree:
J.D. - Law
School:
U of Wisconsin     1987
Degree:
BBA - Finance, Investment & Banking
Associations:
Dane County Bar Association - Member     2007-present
Illinois State Bar Association - Member     1991-present

I enjoy modern architecture, furniture and design.

Full Profile

Derek Anderson Madison, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Advisor • Leader • Managers • Chairperson • Manager • Partner • Chief Executive • Operations Manager • Model • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Capital Growth&Protection, Advisor at ExpertPlan
Title:
Advisor at ExpertPlan
Location:
Madison, Wisconsin
Industry:
Financial Services
Work history:
Capital Growth&Protection - Madison, Wisconsin AreaPresidentsince Jan 2011ExpertPlan - Madison, Wisconsin AreaAdvisorsince Jan 2011
Skills:
Insurance, Investments, Annuities, Funding, Retirement, Mutual Funds, Customer Relations,...
Full Profile

Ronald Berman Madison, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chairperson • Founding Member • Chief Executive • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Advisor • Instructor • Pedagogue

Experience & Education

Office:
Neider & Boucher, S.C.
401 Charmany Drive, Suite 310, Madison, WI 53719
Mailing Address:
P.O. Box 5510, Madison, WI, 53705-0510
Phone:
(608) 661-4500 (Phone), (608) 661-4510 (Fax)
Specialties:
Business Law, Tax Law
ISLN:
909073389
Admitted:
1974, Illinois, 1976, Wisconsin
Biography:
Listed, The Best Lawyers of America, 2007-2012 Editions. American Institute of Certified Public...
Full Profile

Cynthia Bogaert Madison, WI

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyers • Partner • Executive Compensation • Chief Executive • Mathematics • Mathematician • Spokesperson • Representative

Experience & Education

Position:
Partner at Boardman Law Firm LLP
Location:
Madison, Wisconsin Area
Industry:
Law Practice
Work history:
Boardman Law Firm LLP Partnersince Aug 1996
Full Profile

Preeti Pachaury Madison, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chairperson • Program Director • Chief Executive Officer • Partner • Chairman of the Board • Board Member • Executive Team Leader • Chief Executive • Operations Manager • Corporate Executive • Management Team Executive • Non-Profit • Advisor • Guide • Counselor • Tour Guide • Human Resources Specialist • Recruitment • Information Technology Specialist • IT Specialist • Sports Trainer • Sports Trainers

Experience & Education

Position:
Chair of the Board at YWCA Madison, Program Manager at CUNA Mutual Group
Title:
Chair of the Board at YWCA Madison
Location:
Madison, Wisconsin Area
Industry:
Information Technology and Services
Work history:
YWCA Madison - Madison, WIChair of the Boardsince Sep 2012CUNA Mutual Group - MadisonProgram Managersince Apr 2011
Languages:
Hindi, Urdu, Punjabi
Full Profile

Brad Mueller Madison, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • School Principal • School Administrator • Educational Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor

Experience & Education

Position:
Principal at Hewins Financial Advisors & Wipfli Hewins Investment Advisors
Location:
Madison, Wisconsin Area
Industry:
Investment Management
Work history:
Hewins Financial Advisors & Wipfli Hewins Investment Advisors - Madison, WIPrincipalsince Feb 2013CliftonLarsonAllen Wealth Advisors PrincipalFeb 2012 - Feb 2013
Skills:
Financial Planning, Estate Planning, Investments, Insurance, Retirement Planning, Tax, Wealth...
Languages:
Spanish
Full Profile

Julie Gehl Madison, WI

Professions & Specialties

Legal Aide • Fiduciary • Paralegal • Trust Law Attorney • Lawyers

Experience & Education

Position:
Legal Assistant/Fiduciary Assistant at Michael Best & Friedrich, LLP
Title:
Legal Assistant at Michael Best & Friedrich, LLP
Location:
Madison, Wisconsin Area
Industry:
Legal Services
Work history:
Michael Best & Friedrich, LLP Legal Assistant/Fiduciary Assistantsince May 2011Murphy Desmond S.C. Legal AssistantNov 2006 - May 2011
Full Profile

Richard Shafer Madison, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Executive Officer • Director • Corporate Executive • Chief Executive • Operations Manager • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Model

Experience & Education

Position:
Executive Director at Well and Good LLC
Title:
Executive Director, Well and Good LLC
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Work history:
Well and Good LLC - Madison WIExecutive Directorsince Jul 2009CUNA Mutual Group Director Retirement SolutionsFeb 2005 - Jul 2009
Skills:
Retirement Planning, Retirement, Employee Benefits, Cross-functional Team Leadership, Investments,...
Full Profile

Tanya Sutton Madison, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Director of Operations • Chief Executive Officer • Operations Manager • Corporate Executive • Chief Executive • Human Resources Specialist • Recruitment • Customer Service • Client Service Officer • Caregiver • Hospital Care Professional • Nursing Assistant • Health Professional • Health Practitioner • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Director Of Operations at Senior Helpers - Madison, WI
Title:
Director of Operations
Location:
Madison, Wisconsin Area
Industry:
Hospital & Health Care
Work history:
Senior Helpers - Madison, WI - Madison, Wisconsin AreaDirector Of Operationssince Dec 2012Hyland Park of Sun Prairie - Hyland Park of Sun PrairieExecutive DirectorAug 2008 - Sep 2012
Skills:
Program Development, Community Outreach, Training, Healthcare, Home Care, Non-profits, Hospitals,...
Full Profile

Fred Trumm Madison, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Board Director • Board Member • Management Team Executive • Operations Manager • Human Resources Specialist • Recruitment • Corporate Executive • Sales Manager • Technology Director • Technology Manager • Technical Managers • Health Professional • Health Practitioner

Experience & Education

Position:
Board-Level Project Planning Strategist at VMA Health
Title:
Experienced Board/Leadership Strategist
Location:
Madison, Wisconsin Area
Industry:
Management Consulting
Work history:
VMA Health Board-Level Project Planning Strategistsince May 2011GHC - MadisonBoard Director2000 - 2013
Full Profile

Samantha Stark Madison, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Supporting Member • Counselor • Advisor • Team Member • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Associate Consultant at Wipfli Hewins Investment Advisors
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Work history:
Wipfli Hewins Investment Advisors - Green Bay, Wisconsin AreaAssociate Consultantsince May 2012UW Health Student HourlyJan 2011 - Jun 2012
Full Profile

Chad Rickert Madison, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Property Manager • Licensed Real Estate Broker • Real Estate Manager • Real Estate Sales Agent • Security • Managers • Retail Professional • Consumer Goods Professional • Retail Salesperson • Commodities Clerk • Graphic Design Specialist • Graphic Designer • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Property Manager at Fiduciary Real Estate Development
Location:
Madison, Wisconsin Area
Industry:
Real Estate
Work history:
Fiduciary Real Estate Development - Fitchburg Pines ApartmentsProperty Managersince May 2012Fiduciary Real Estate Development - Madison, Wisconsin AreaProperty Manager: Door Creek ApartmentsOct 2011 - May 2012
Skills:
Property Management, Budget Management, Employee Management, Marketing Strategy, Sales Process,...
Full Profile

Jeff Goldman Madison, WI

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyers • Partner • Chief Executive • Associate Professor • Lecturer • Postsecondary Teacher • Sales Representative

Experience & Education

Position:
Attorney / Partner at DeWitt Ross & Stevens
Title:
Attorney / Partner at DeWitt Ross & Stevens S.C.
Location:
Madison, Wisconsin Area
Industry:
Law Practice
Work history:
DeWitt Ross & Stevens - Madison, WIAttorney / Partnersince Nov 2006University of Wisconsin Law School Adjunct Professor2010 - 2012
Full Profile

Doug Giageos Madison, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Relationship Manager • Account Service Manager • Client Service Officer • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Bachelor of Business Administration • Business Administrator • Financial Manager • Operations Manager • Property Manager • Real Estate Manager • Postsecondary Teacher • Customer Service

Experience & Education

Location:
Madison, Wisconsin Area
Industry:
Financial Services
Work history:
JPMorgan Chase Fiduciary OfficerSep 2005 - Dec 2008Northwestern Mutual Trust Officer/Personal Trust Administration SpecialistMay 2003 - Aug 2005
Skills:
-Fiduciary (trust) and investment management, -Tax and estate planning
Full Profile

Amy Jacoby Madison, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Counselor • Senior Advisor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member • Compensations and Benefits • Human Resources Specialist • Recruitment • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Retirement Consultant at CUNA Mutual Group
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Work history:
CUNA Mutual Group Retirement Consultantsince Jul 2009The Newport Group Senior ConsultantJan 2003 - May 2009
Full Profile

Roger Mcdowell Madison, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Founder • Co-Owner • Vice President • Founding Member • Chief Executive • Owner • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Founder, Co-Owner , AIF, CRPS, PPC. at MHK Retirement Partners
Title:
Founder, Co-Owner, MHK Retirement Partners
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Work history:
MHK Retirement Partners Founder, Co-Owner , AIF, CRPS, PPC.since Aug 2008Morgan Stanley Vice President, Financial Advisor2000 - 2008
Full Profile

Karen Birrenkott Madison, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Property Manager • Licensed Real Estate Broker • Real Estate Manager • Real Estate Sales Agent • Independent Contractor • Guide • Investor • Contractor • Tour Guide • Sports Trainer • Sports Trainers • Owner • Chief Executive • Computer Software Professional • Software Developers • Independent Business Owners

Experience & Education

Position:
Property Manager at Fiduciary Real Estate Development, Independent Contractor at Karen Birrenkott
Title:
Property Manager at Fiduciary Real Estate Development
Location:
Madison, Wisconsin Area
Industry:
Real Estate
Work history:
Fiduciary Real Estate Development Property Managersince Apr 2008Karen Birrenkott Independent Contractorsince Jun 2006
Full Profile

Drew Bublitz Madison, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Accounts Payable Clerk • Accounts Payable • Accounts Payable Specialist • Non-Profit • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Accountant at Reffue, Pas, Jacobson, & Koster, LLP
Location:
Madison, Wisconsin Area
Industry:
Accounting
Work history:
Reffue, Pas, Jacobson, & Koster, LLP Accountantsince Nov 2010American Packaging Corporation Accounts Payable ClerkMay 2008 - Aug 2008
Full Profile

Jennifer Hannon Madison, WI

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyers • Medical Practice Professional • Medical Practitioner • Emergency Medical Care

Experience & Education

Position:
Attorney Shareholder at Godfrey & Kahn, S.C.
Title:
Attorney at Godfrey & Kahn, S.C.
Location:
Madison, Wisconsin Area
Industry:
Law Practice
Work history:
Godfrey & Kahn, S.C. Attorney Shareholdersince Sep 2000United States Army Reserve Combat MedicApr 1994 - Apr 2002
Skills:
Trusts, Wills, Succession Planning, Estate Planning, Legal Research, Corporate Law, Legal Writing
Full Profile

John Sims Madison, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Relationship Manager • Account Service Manager • Client Service Officer • Vice President • Chief Executive • Banker • Financial Services Professional • Financial Services Sales Agent • Customer Service • Bookkeeper

Experience & Education

Position:
Vice President, Private Banking Relationship Manager, The Private Client Reserve at U.S. Bank at...
Title:
Private Banking Relationship Manager
Location:
Madison, Wisconsin Area
Industry:
Investment Management
Work history:
U.S. Bank - Madison, Wisconsin AreaVice President, Private Banking Relationship Manager, The Private Client Reserve at U.S. Banksince Oct 2012JPMorgan Banker, Vice PresidentAug 2001 - Oct 2012
Full Profile

Karlie Roubal Madison, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Teller • Customer Service • Client Service Officer • Banker • Financial Services Professional • Financial Services Sales Agent • Psychology Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Deposit Services Specialist at UW Credit Union
Location:
Madison, Wisconsin Area
Industry:
Banking
Work history:
UW Credit Union Deposit Services Specialistsince May 2007Associated Bank Lead TellerMar 2005 - Dec 2008
Full Profile

Jeremy Niemann Madison, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Counselor • Security Officer • Security • Bartender • Advisor • Market Analyst • Market Research Analyst • Customer Service • Client Service Officer • Food Service Worker • Food and Beverages Professional • Food and Beverage Attendant • Operations Manager

Experience & Education

Position:
Security Guard at Per Mar Security Services, Bartender at Christys Landing
Title:
Leasing Consultant at Fiduciary Real Estate Development
Location:
Madison, Wisconsin
Industry:
Market Research
Work history:
Per Mar Security Services - Madison, Wisconsin AreaSecurity Guardsince Aug 2012Christys Landing - Madison, WIBartendersince Apr 2012
Full Profile

Bryan Meddings Madison, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor

Experience & Education

Position:
Manager of Fiduciary Audit at Wipfli LLP
Title:
Manager of Fiduciary Audit
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Work history:
Wipfli LLP Manager of Fiduciary Auditsince Sep 2010Northwestern Mutual Life ConsultantJan 2005 - Aug 2010
Languages:
German
Full Profile

Will Norwell Madison, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Property Manager • Licensed Real Estate Broker • Assistant Property Manager • Real Estate Manager • Real Estate Sales Agent • Manager • Operations Manager

Experience & Education

Position:
Landmark at Hatchery Hill Property Manager at Fiduciary Real Estate Development
Location:
Madison, Wisconsin Area
Industry:
Real Estate
Work history:
Fiduciary Real Estate Development Landmark at Hatchery Hill Property Managersince Oct 2009Fiduciary Real Estate Development Asst. ManagerApr 2007 - Oct 2009
Full Profile

Anna Lauten Madison, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Sales Manager • Sales Director • Customer Relations • Counselor • Advisor

Experience & Education

Title:
Sales and Marketing Professional
Location:
Madison, Wisconsin Area
Industry:
Insurance
Work history:
Allstate Territorial Sales ManagerDec 1985 - Apr 2008
Full Profile

Todd Engman Madison, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Director • Operations Manager • Baker • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Director at Baker Tilly Virchow Krause, LLP
Title:
Director
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Work history:
Baker Tilly Virchow Krause, LLP Directorsince Dec 2004American Express Financial Advisor2003 - 2004
Full Profile

Brent Lindell Madison, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Management Consultant • Management Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive

Experience & Education

Position:
Financial Advisor at Savant Capital Management
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Work history:
Savant Capital Management Financial Advisorsince Mar 2007US Bank Vice President, Wealth Management ConsultantSep 1995 - Mar 2007
Full Profile

Karen Birrenkott Madison, WI

Professions & Specialties

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

Experience & Education

Position:
Property Manager - The Madison at Fiduciary Real Estate Development
Location:
Madison, Wisconsin Area
Industry:
Real Estate
Work history:
Fiduciary Real Estate Development Property Manager - The MadisonMunz Corporation Manager, Section 8 Specialist1988 - 1995
Full Profile

Bob Schaefer Madison, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Counselor • Independent Contractor • Advisor • Contractor • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Director • Operations Manager

Experience & Education

Position:
Consultant at Self Employed
Title:
Consultant Auditing / Fiduciary Reviews
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Work history:
Self Employed Consultantsince 2005Wisconsin Retirement System Audit Director1986 - 2005
Full Profile

Shaun Davis Madison, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Technician • Technical Specialist • Technical Support Specialists • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Owner • Chief Executive

Experience & Education

Work

Company:
Fiduciary real estate development inc
Lead maintenance technician
Company:
J & s builders
Owner
Full Profile

Jordan Singer Madison, WI

Professions & Specialties

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

Experience & Education

Position:
Assistant Property Manager at Fiduciary Real Estate Development
Location:
Madison, Wisconsin Area
Industry:
Real Estate
Work history:
Fiduciary Real Estate Development Assistant Property Manager
Full Profile

Jessica Wagner Madison, WI

Professions & Specialties

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

Experience & Education

Position:
Property Manager at Fiduciary Real Estate Development
Location:
Madison, Wisconsin Area
Industry:
Real Estate
Work history:
Fiduciary Real Estate Development Property Manager
Full Profile

William Norwell Madison, WI

Professions & Specialties

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

Experience & Education

Title:
Landmark at Hatchery Hill Property Manager at Fiduciary Real Estate Development
Location:
Madison, Wisconsin Area
Industry:
Real Estate
Full Profile

Leah Kortsch Madison, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Leasing Agent • Leasing Property Manager • Licensed Real Estate Broker • Leasing Professional • Property Manager • Real Estate Manager • Director • Operations Manager • Supervisor • Managers

Experience & Education

Work

Company:
Fiduciary real estate
Leasing agent
Company:
Director of certified nursing assistants/on call supervisor and director of weekend operations - Monona, WI
Full Profile

Isaiah Joyner Madison, WI

Professions & Specialties

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

Experience & Education

Position:
Assistant Manager at Fiduciary Real Estate Development
Location:
Madison, Wisconsin Area
Industry:
Real Estate
Work history:
Fiduciary Real Estate Development Assistant Manager
Full Profile

Alexander Kaminski Madison, WI

Professions & Specialties

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

Experience & Education

Position:
Intern at Fiduciary Real Estate Development
Location:
Madison, Wisconsin Area
Industry:
Real Estate
Work history:
Fiduciary Real Estate Development Intern
Full Profile

Kate Blumenthal Madison, WI

Professions & Specialties

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

Experience & Education

Title:
Trust Administration | Estate Administration | Compliance | Fiduciary Tax | Estate Planning at SVA Plumb Trust Company
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Full Profile

Kongmeng Vang Madison, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Cashier • Government Administration Professional • Community Service Manager • Banker • Teller • Customer Service Associate • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Owner • Chief Executive • Supervisor • Technician • Office Assistant • Philanthrope • Managers • Technical Specialist • Technical Support Specialists • Office Clerk • Clerical Specialist • Non-Profit • Computer Network Professional • IT Specialist • Information Technology Specialist • Data Scientist • Network Administrator

Experience & Education

Position:
Financial Specialist III at Wisconsin Department of Workforce Development
Location:
Madison, Wisconsin Area
Industry:
Government Administration
Work history:
Wisconsin Department of Workforce Development - Madison, Wisconsin AreaFinancial Specialist IIIsince Aug 2012Wisconsin Department of Workforce Development - Madison, Wisconsin AreaFinancial Specialist IIJun 2011 - Aug 2012
Skills:
10 Key, Cash Handling, Cashiering, Data Entry, Microsoft Office, Outstanding Customer Service,...
Languages:
English, Hmong
Certifications:
Microsoft Certified Helpdesk Support Technician, Microsoft Corporation
Microsoft Certified Professional, Microsoft Corporation
Full Profile

Clint Walkner Madison, WI

Professions & Specialties

Lawyers • Co-Owner • Owner • Chief Executive • Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Guide • Counselor • Tour Guide • Advisor • Contractor • Independent Business Owners • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Co-Owner / Financial Advisor at Walkner Condon Financial Advisors LLC
Title:
Co-Owner / Financial Advisor at Walkner Condon. I manage investment assets and help businesses with employee benefits.
Location:
Madison, Wisconsin Area
Industry:
Investment Management
Work history:
Walkner Condon Financial Advisors LLC - Madison, Wisconsin AreaCo-Owner / Financial Advisorsince Jan 2012Securities America, Inc. - Madison, Wisconsin AreaFinancial PlannerJun 2009 - Dec 2011
Skills:
Socially Responsible Investing, Investment Advisory, Investments, Asset Management, Insurance,...
Languages:
English
Fiduciary Management
Full Profile

Dave Cutler Madison, WI

Professions & Specialties

Trust Law Attorney • Lawyers • Independent Consultant • Project Manager • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director of Quality Control • Vice President • Project Managers • Compliance Manager • Chief Executive • Philanthrope • Non-Profit • Operations Manager • Account Service Manager • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Client Service Officer • Master of Science • Bachelor of Business Administration • Licensed Real Estate Broker • Property Manager • Real Estate Manager • School Administrator • Educational Manager • Customer Service

Experience & Education

Position:
PLANSPONSOR Retirement Professional at Independent Consultant - RFP Project Manager
Title:
PLANSPONSOR Retirement Professional (PRP)
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Work history:
Independent Consultant - RFP Project Manager PLANSPONSOR Retirement Professionalsince Oct 2008WHA Financial Solutions, Inc. Vice President Retirement Services & Chief Compliance OfficerNov 2003 - Oct 2008
Skills:
Business Management, New Business Development, Key Account Management, Vendor Management, Sales...
..investment platforms that addressed fiduciary responsibilities
Full Profile

Toral Jha Madison, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Board Member • Owner • Management Team Executive • Operations Manager • Chief Executive • Chief Executive Officer • Program Director • Marketing Manager • Corporate Executive • Community Service Manager • Secretary • Student Worker • Representative • Apprentice • Skilled Professional • Bachelor of Science • Information Technology Specialist • IT Specialist • Government Administration Professional

Experience & Education

Position:
Board of Directors at Associated Recyclers of Wisconsin, Marketing at Universal Recycling...
Location:
Madison, Wisconsin Area
Industry:
Renewables & Environment
Work history:
Associated Recyclers of Wisconsin Board of Directorssince Sep 2010Universal Recycling Technologies, LLC. Marketingsince Jun 2010
Skills:
Program development/management, marketing communications, strategic development, coalition...
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Daniel Coulon Madison, WI

Professions & Specialties

Trust Law Attorney • Lawyers • Certified Public Accountant • Chief Accountant • Accounting Bookkeeper • Bookkeeper • Account Manager • Advisor • Accounting Clerk • Independent Business Owners • Independent Contractor • Apprentice • Business Administrator • Contractor • Chief Administrative Officer • Chief Executive • Operations Manager • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Associate in Applied Science • Bachelor of Science • Student Worker

Experience & Education

Position:
Senior Accountant at Smith CPA, LLC, Senior Accountant at Smith CPA, LLC
Title:
at Smith CPA, LLC
Location:
Madison, Wisconsin Area
Industry:
Accounting
Work history:
Smith CPA, LLC Senior Accountantsince Jun 2009DANIEL COULON & COMPANY President / OwnerJan 1992 - Jan 2007
Skills:
Tax Returns, QuickBooks, Financial Analysis, Accounting, Auditing, Tax, Exempt Organization Returns ...
Fiduciary Returns 1041
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Mike Husbands Madison, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Underwriter • Owner • Manager • Chief Executive • Operations Manager • Counselor • Advisor • Assistant Manager • Business Administrator • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Doctor of Medicine • Bachelor of Science • Client Service Officer • Customer Service

Experience & Education

Position:
Senior Underwriter at CUNA Mutual Group
Title:
Senior Underwriter in Credit Union Protection (CUP) at CUNA Mutual Group
Location:
Madison, Wisconsin Area
Industry:
Insurance
Work history:
CUNA Mutual Group - Madison, WISenior Underwritersince Apr 2011Trusted Risk Solutions - Midlothian, VAOwner/ConsultantMar 2010 - Mar 2011
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Robert Dicke Madison, WI

Professions & Specialties

Trust Law Attorney • Lawyers • Chief Executive Officer • Corporate Executive • Chief Executive • Community Service Manager • Government Administration Professional • Property Manager • Real Estate Manager • Vice President • Operations Manager • Sales Manager • Leasing Agent • Leasing Property Manager • Real Estate Sales Agent • Leasing Professional • Coordinator • Managers • Agent • Sales Account Associate • Client Service Officer • Sales Representative • Sales Executive • Customer Service • Accounts Payable • Accounts Payable Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Arts

Experience & Education

Position:
Executive Director at Dane County Housing Authority
Location:
Madison, Wisconsin Area
Industry:
Government Administration
Work history:
Dane County Housing Authority - Monona WIExecutive Directorsince Feb 2012Wisconsin Housing and Economic Development Authority (WHEDA) Asset Manager/PBCAApr 2008 - Feb 2012
..Supervisor/Regional Manager at Fiduciary Real Estate Development
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George Sapon Madison, WI

Professions & Specialties

Lawyers • District Manager • Owner • Region Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Jockey • Horse Racer • Racer • Entertainment Professional • Entertainer • Certified Nurse Aide • Nurse • Nurse Practitioner • Area Manager • Managers • Financial Manager • Independent Business Owners • Contractor • Advisor • Team Member • Recruitment • Investment Analyst • Puchasing and Estimating Manager • Survey Researcher

Experience & Education

Position:
Major Accounts Retirement Services District Manager at ADP
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Work history:
ADP - WisconsinMajor Accounts Retirement Services District Managersince Oct 2010Fre5h Production5 - Madison, Wisconsin AreaOwnerFeb 2001 - Apr 2013
Skills:
Fiduciary, 401k, Employee Benefits, Retirement Planning, Retirement, Wealth Management,...
Languages:
French
Certifications:
Series 7, FINRA
Series 66, NASAA
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Fiduciarys near Madison, WI02468JanesvilleSun PrairieWisconsin Dells