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Fiduciarys in Wisconsin

Fiduciarys in Milwaukee, WI

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Here is a complete directory of nearly every local Fiduciarys in Milwaukee, WI.

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250 results found

Frank Dicastri Milwaukee, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Law Clerk • Judicial Law Clerk • Presenter • Board Member • Chief Executive • Management Team Executive • Operations Manager • Recognition • Copy Editor • Editing Professional • Writing and Editing Professional • Writer and Editor

Experience & Education

Office:
Foley & Lardner LLP
777 East Wisconsin Avenue, Milwaukee, WI 53202
Phone:
(414) 297-5773 (Phone)
Specialties:
Energy, Bankruptcy & Business Reorganizations
ISLN:
913138883
Admitted:
1997, Wisconsin, 1998, Illinois
Biography:
Frank DiCastri is a partner with Foley & Lardner LLP, where he is a member of the firm's Bankruptcy ...
Full Profile

Douglas Dehler Milwaukee, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chairperson • Board Member • Treasurer • Chief Executive • Management Team Executive • Operations Manager • Financial Officer • Financial Manager • Representative • Publisher • Security • Publishing Professional

Experience & Education

Office:
O'Neil, Cannon, Hollman, DeJong & Laing S.C.
111 East Wisconsin Avenue, Suite 1400, Milwaukee, WI 53202
Phone:
(414) 276-5000 (Phone), (414) 276-6581 (Fax)
Specialties:
Class Actions, Appellate Practice
ISLN:
901423991
Admitted:
1991, Wisconsin and U.S. District Court, Western District of Wisconsin, 1992, U.S. District Court, Eastern District of Wisconsin
Biography:
Doug Dehler is a shareholder with the law firm of O’Neil, Cannon, Hollman, DeJong & Laing...
Full Profile

Terry Campbell Milwaukee, WI

Professions & Specialties

Judicial Clerk • Fiduciary • Judicial Law Clerk • Trust Law Attorney • Lawyers

Experience & Education

Address:
330 E Kilbourn Ave # 1017, Milwaukee, WI 53202 - Property Information
Phone:
(414) 276-4366 (Office)
Specialties:
Elder Law - 40%(45 years)
Estate Planning - 40%(45 years)
Licenses:
Wisconsin - Good Standing     1979
Experience:
Attorney at Moertl, Wilkins & Campbell, S.C.     1980-present
Judicial Clerk at Wisconsin Court of Appeals     1979-1980
School:
Marquette U     1979
Degree:
law
School:
Ohio State University, Columbus     1975
Degree:
BA
Awards:
A Top Money Manager - client satisfaction - Milwaukee Magazine     2010
Certificate of Recognition - Milwaukee Bar Association     1989
Associations:
National Academy of Elder Law Attorneys - Member     2000-present

I have participated in the MS Walk since 1991 and am proud to have been a top 10 fundraiser for the ...

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Michael Aprahamian Milwaukee, WI

Professions & Specialties

Law Clerk • Trust Law Attorney • Lawyers • Judicial Law Clerk • Psychologist • Psychology Specialist • Certified Nurse Aide • Nurse • Nurse Practitioner • Speaker • Guide • Recognition • Spokesperson • Representative • Tour Guide • Board Member • Chairperson • Vice President • Chief Executive • Management Team Executive • Operations Manager • Juris Doctor • Editor

Experience & Education

Office:
Foley & Lardner LLP
777 East Wisconsin Avenue, Milwaukee, WI 53202
Phone:
(414) 297-5516 (Phone)
Specialties:
Insurance & Reinsurance, Insurance Mergers, Acquisitions & Complex Reinsurance Transactions
ISLN:
900645219
Admitted:
1992, Wisconsin
Biography:
Michael Aprahamian, a partner and litigator with Foley & Lardner LLP, is a commercial litigator...
fiduciary duties
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Eric Maassen Milwaukee, WI

Professions & Specialties

Fiduciary • Judicial Clerk • Corporate Counsel • Trust Law Attorney • Lawyers • Judicial Law Clerk • Legal Counsel • Psychologist • Psychology Specialist • Software Engineer • Software Developers • Construction • Pilot • Air Transportation Worker • Juris Doctor • Editor • Board Member • Chief Executive • Management Team Executive • Operations Manager • Property Manager • Real Estate Manager

Experience & Education

Office:
Foley & Lardner LLP
777 East Wisconsin Avenue, Milwaukee, WI 53202
Phone:
(414) 297-5585 (Phone)
Specialties:
Insurance & Reinsurance, Business Litigation & Dispute Resolution
ISLN:
913141531
Admitted:
1997, Wisconsin
Biography:
Eric L. Maassen is a partner in the Litigation Department of Foley & Lardner LLP and focuses his...
Full Profile

Denasha Scott Milwaukee, WI

Professions & Specialties

General Counsel • Trust Law Attorney • Lawyers • Of Counsel • Jurist • Legal Counsel • Partner • Chief Executive • Advisor • Non-Profit

Experience & Education

Company:
Stafford Rosenbaum LLP
Address:
1200 N Mayfair Rd Suite 430, Milwaukee, WI 53226 - Property Information
Phone:
(414) 982-2873 (Office), (414) 982-2889 (Fax)
Specialties:
Estate Planning - 50%(27 years)
Business - 40%(27 years)
Licenses:
Wisconsin - Good Standing     1997
Experience:
Partner at Stafford Rosenbaum LLP     2011-present
Shareholder at Cook & Franke S.C.     1997-2011
School:
U Of Wisconsin     1997
Degree:
law
School:
Beloit College     1994
Degree:
B.A. - Government and History
Languages:
English
Awards:
Rising Star - Wisconsin Super Lawyers     2011
Rising Star - Wisconsin Super Lawyers     2009
Associations:
American Bar Association Section of Real Property, Trust and Estate Law - Member
American Bar Association, Business Law Section - Member

My legal practice focuses on the following areas: * Corporate law and business planning. *...

Full Profile

Harvey Kurtz Milwaukee, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Executive Compensation • Chief Executive • Chairperson • Philanthrope • Recognition • Moderator • Non-Profit • Advisor • Psychologist • Juris Doctor • Psychology Specialist

Experience & Education

Office:
Foley & Lardner LLP
777 East Wisconsin Avenue, Milwaukee, WI 53202
Phone:
(414) 297-5819 (Phone)
Specialties:
Employee Benefits & Executive Compensation
ISLN:
905701439
Admitted:
1975, Wisconsin
Biography:
Harvey A. Kurtz is a retired partner with Foley & Lardner LLP, where he was a member of the...
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Kristine Havlik Milwaukee, WI

Professions & Specialties

Fiduciary • Judge • Trust Law Attorney • Lawyers • Psychologist • Income Tax Preparer • Tax Preparer • Tax Accountant • Bachelors Degree • Board Member • Chairperson • Management Team Executive • Operations Manager • Chief Executive • Volunteer • Police • Non-Profit • Psychology Specialist

Experience & Education

Office:
Foley & Lardner LLP
777 East Wisconsin Avenue, Milwaukee, WI 53202
Phone:
(414) 297-5574 (Phone)
Specialties:
Estates & Trusts, FOLEY PrivateOffice
ISLN:
915094033
Admitted:
2000, Wisconsin
Biography:
Kristine L. Havlik is special counsel with Foley & Lardner LLP. A member of the Estates & Trusts...
Full Profile

Christian Steinmetz Milwaukee, WI

Professions & Specialties

Fiduciary • General Counsel • Trust Law Attorney • Lawyers • Of Counsel • Jurist • Legal Counsel • Psychologist • Psychology Specialist • Executive Compensation • Director • Chief Executive • Operations Manager • Bachelors Degree • Editor • Author

Experience & Education

Office:
Foley & Lardner LLP
777 East Wisconsin Avenue, Milwaukee, WI 53202
Phone:
(414) 297-5626 (Phone)
Specialties:
Commercial Transactions & Business Counseling, Estates & Trusts
ISLN:
903439709
Admitted:
1982, Wisconsin and U.S. District Court, Eastern and Western Districts of Wisconsin
Biography:
Christian G. Steinmetz is a partner with Foley & Lardner. He is a member of the firm's...
Full Profile

Joseph Newbold Milwaukee, WI

Professions & Specialties

Fiduciary • Law Clerk • Trust Law Attorney • Lawyers • Judicial Law Clerk • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Supporting Member • Representative • Team Member

Experience & Education

Office:
O'Neil, Cannon, Hollman, DeJong & Laing S.C.
111 East Wisconsin Avenue, Suite 1400, Milwaukee, WI 53202
Phone:
(414) 276-5000 (Phone), (414) 276-6581 (Fax)
Specialties:
Civil Litigation, Appellate Practice
ISLN:
919869699
Admitted:
2006, Illinois, 2011, Wisconsin
Biography:
Joe concentrates his practice in commercial litigation in both state and federal court. He has...
Full Profile

William Hughes Milwaukee, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Supporting Member • Volunteer • Police • Team Member • Non-Profit • Board Member • Management Team Executive • Operations Manager • Juris Doctor • Bachelor of Business Administration • Editor • Author

Experience & Education

Office:
Foley & Lardner LLP
777 East Wisconsin Avenue, Milwaukee, WI 53202
Phone:
(414) 319-7362 (Phone)
Specialties:
Estates & Trusts
ISLN:
919912777
Admitted:
2008, Wisconsin, Iowa
Biography:
William Hughes is an associate with Foley & Lardner LLP and is a member of the Estates & Trusts...
Full Profile

John Callan Milwaukee, WI

Professions & Specialties

Fiduciary • Lawyers • Trust Law Attorney • Partner • Chief Executive • Bachelor of Science • Juris Doctor

Experience & Education

Office:
Foley & Lardner LLP
777 East Wisconsin Avenue, Milwaukee, WI 53202
Phone:
(414) 297-5751 (Phone)
Specialties:
Estates & Trusts, FOLEY PrivateOffice
ISLN:
908593307
Admitted:
1984, Wisconsin, U.S. District Court for the Eastern and Western Districts of Wisconsin
Biography:
John Callan is a partner with Foley & Lardner LLP and a member of the Estates & Trusts Practice....
Full Profile

Alan Levy Milwaukee, WI

Professions & Specialties

Fiduciary • Lawyers • Trust Law Attorney • Associate Professor • Lecturer • Postsecondary Teacher • Recognition • Chairperson • Chief Executive

Experience & Education

Office:
Lindner & Marsack, S.C.
411 East Wisconsin Avenue, Suite 1800, Milwaukee, WI 53202
Phone:
(414) 273-3910 (Phone), (414) 273-0522 (Fax)
Specialties:
Labor Law, ERISA
ISLN:
905477792
Admitted:
1965, Wisconsin, 1983, Illinois
Biography:
Author: "The Beneficiaries vs. The Trustees, Due Process for Beneficiaries," 15 Textbook for...
Full Profile

Stephen Doleschal Milwaukee, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Company:
Us Department of Veterans Affairs Fiduciary
Address:
5400 W National Ave, Milwaukee, WI 53214 - Property Information
Phone:
(608) 833-5133 (Office)
Licenses:
Wisconsin - Good Standing     1970
School:
Marquette University Law School     1970
Languages:
English
Full Profile

Mark Rice Milwaukee, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Board Member • Management Team Executive • Operations Manager • Tutor • Organization Management • Philanthrope • Managers • Non-Profit • Master of Science • Bachelor of Science • Researcher • Survey Researcher • Student Worker • Psychology Specialist

Experience & Education

Position:
Spanish Tutor at Milwaukee Area Technical College, Board Member at Young Nonprofit Professionals...
Title:
Board Member at Young Nonprofit Professionals Network - Greater Milwaukee Chapter
Location:
Greater Milwaukee Area
Industry:
Nonprofit Organization Management
Work history:
Milwaukee Area Technical College Spanish Tutorsince Sep 2012Young Nonprofit Professionals Network - Greater Milwaukee Chapter Board Membersince Jan 2012
Certifications:
Regular Tutoring Certificate, Milwaukee Area Technical College-College Reading and Learning Associaton (MATC-CRLA)
Full Profile

Stephen Lasky Milwaukee, WI

Professions & Specialties

Associate Attorney • Lawyers • Trust Law Attorney • Tax Preparer • Tax Accountant • Bachelor of Arts • Psychologist • Psychology Specialist

Experience & Education

Address:
330 E Kilbourn Ave # 1017, Milwaukee, WI 53202 - Property Information
Phone:
(414) 276-4366 (Office)
Specialties:
Estate Planning - 25%(16 years)
Elder Law - 25%(16 years)
Licenses:
Wisconsin - Good Standing     2007
Experience:
Associate Attorney at Moertl, Wilkins & Campbell, S.C.     2008-present
Judicial Law Clerk at Milwaukee County Circuit Court     2007-2008
School:
Marquette U     2007
Degree:
law
School:
Marquette University     2004
Degree:
BA - Bachelor of Arts - Psychology
Languages:
English
Awards:
CALI Award for Legal Research and Writing - Marquette Law     2005
Associations:
American Bar Association
Milwaukee Bar Association

Personal interests include playing and listing to music, playing soccer and softball, and...

Full Profile

Valarie Fugett Milwaukee, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Manager • Chairperson • Operations Manager • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Auditor • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Security • Food service • House Cleaner • Housekeeping Aide • Cleaning Worker • Corporate Executive • Financial Officer • Financial Manager • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Managers • Administrative Clerk • Clerical Specialist • Computer Specialist

Experience & Education

Location:
Greater Milwaukee Area
Industry:
Real Estate
Work history:
Yaskawa Electric America, Inc Sr. Manager, Corporate Risk & Facilities ManagementApr 2000 - Oct 2009Yaskawa Electric America Manager, Facilities & Office ServicesMay 2002 - Apr 2007
Skills:
facilities management, contract management, commercial insurance, iso 9000/internal audit, risk...
Full Profile

Kirk Spano Milwaukee, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Owner • Chief Executive • Advisor • Agent • Sales Representative • Editorial Writer • Reporter • Certified Nurse Aide • Nurse • Nurse Practitioner • Customer Relations

Experience & Education

Position:
Owner & Registered Investment Advisor at Bluemound Asset Management, LLC, American Resource...
Title:
Take part in the new paradigm of the coming American Resource Boom
Location:
Greater Milwaukee Area
Industry:
Investment Management
Work history:
Bluemound Asset Management, LLC - Elm Grove, WIOwner & Registered Investment Advisorsince Jul 2010American Resource Boom Letter - http://americanresourceboom.com/American Resource Boom Lettersince Dec 2012
Skills:
Asset Management, Risk Management, Financial Planning, Mutual Funds, Retirement Planning, Stock...
Full Profile

Neil Wojtal Milwaukee, WI

Professions & Specialties

Attorney At Law • Fiduciary • Law Specialist • Lawyers • Trust Law Attorney • Jurist • Legal Counsel • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Chairperson • Chief Executive

Experience & Education

Position:
Attorney at Law at Zimmerman & Steber Legal Group, S.C.
Title:
Attorney at Law at Zimmerman & Steber Legal Group, S. C.
Location:
Greater Milwaukee Area
Industry:
Law Practice
Work history:
Zimmerman & Steber Legal Group, S.C. Attorney at Lawsince Oct 2009Jefferson Wells Senior Corporate AttorneyNov 2008 - Jul 2009
Skills:
Estate Planning, Small Business, Franchising, Franchise Relations, Real Estate, Contract...
Full Profile

Steve Johnson Milwaukee, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Leader • Managers • Master of Business Administration • Controller • Harvester • Farmworker • Advertising Professional • Advertising Sales Agent • Financial Officer • Financial Manager • Chief Executive

Experience & Education

Position:
Controller at Meridian International Group
Title:
Experienced Accounting leader. Ops-oriented MBA. Strong in budgeting, financial analysis, cost accounting, and systems.
Location:
Greater Milwaukee Area
Industry:
Accounting
Work history:
Meridian International Group Controllersince Mar 2010A. B. Data, Ltd. Division Controller2008 - 2009
Skills:
Forecasting, Financial Analysis
Full Profile

E. Gauger Milwaukee, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Board Member • Director • Management Team Executive • Operations Manager • Volunteer • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Area Manager • Managers

Experience & Education

Position:
Co-Director of Programming at Wisconsin Retirement Plan Professionals, Ltd., Regional...
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Wisconsin Retirement Plan Professionals, Ltd. Co-Director of Programmingsince Jul 2010The MHK Group a National Retirement Partners member firm Regional Director-Milwaukeesince Apr 2009
Skills:
My area of expertise is retirement plans and retirement planning, I am licensed as a Registered...
Full Profile

Tony Matera Milwaukee, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Advisor • Development Board Member • Managers • Chairperson • Chief Executive Officer • Chief Executive • Corporate Executive • Model • Management Team Executive • Operations Manager • Sales Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sports Trainers • Sales Executive • Workers Compensation Claims Examiner • Casualty Insurance Claims Examiner • Liability Specialist • Insurance Professional • Underwriter

Experience & Education

Position:
Commercial Insurance Advisor at Ansay & Associates, City's Economic Development Board Member at ...
Title:
Commercial Insurance Advisor specializing in long-term cost control measures for businesses
Location:
Greater Milwaukee Area
Industry:
Insurance
Work history:
Ansay & Associates Commercial Insurance Advisorsince Jul 2006Port Washington, WI City's Economic Development Board Membersince Nov 2010
Skills:
Commercial Insurance, Workers Compensation, Insurance, Professional Liability, Casualty, Business...
Full Profile

Driton Neziri Milwaukee, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Tax Accountant • Client Manager • Supplier • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Manager • Operations Manager • Customer Service • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Senior Fiduciary Tax Accountant and Client Manager
Location:
Greater Milwaukee Area
Industry:
Accounting
Work history:
Thomson Reuters - Greater Chicago AreaSenior Tax AccountantMay 2011 - Apr 2013JPMorgan Chase - Greater Milwaukee AreaCharitable and Fiduciary Tax AccountantJan 2002 - May 2011
Languages:
English, Albanian, Spanish
Full Profile

Marie Williams Milwaukee, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Analyst • Analysts • Budget Officer • Income Tax Preparer • Tax Preparer • Financial Compliance Examiner • Auditor • Tax Accountant • Supplier • Relationship Manager • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Account Service Manager • Client Service Officer • Government Administration Professional • Assistant Vice President • Community Service Manager • Vice President • Chief Executive • Customer Service

Experience & Education

Position:
Finance Officer/Budget Analyst at City of Delafield
Location:
Greater Milwaukee Area
Industry:
Government Administration
Work history:
City of Delafield - Delafield, WIFinance Officer/Budget Analystsince Oct 2002Marshall & Ilsley Trust Company Assistant Vice President/Personal Trust Tax Analyst IVFeb 1994 - Sep 2002
Skills:
Budgets, Accounting, Accounts Payable, Ledger, Finance, General Ledger, Accounting System, Accounts ...
Languages:
English, German
Certifications:
CMTW, Municipal Treasurers Association of Wisconsin
Full Profile

Robert Mueller Milwaukee, WI

Professions & Specialties

Fiduciary • Legal Counsel • Trust Law Attorney • Lawyers • Director • Vice President • Operations Manager • Chief Executive • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Sales Manager • Client Service Officer • Customer Service • Managers

Experience & Education

Position:
DIRECTOR OF FIDUCIARY ADMINISTRATION at Foley & Lardner LLP
Title:
--
Location:
Greater Milwaukee Area
Work history:
Foley & Lardner LLP DIRECTOR OF FIDUCIARY ADMINISTRATIONsince Nov 2005Investment Scorecard VICE PRESIDENT STRATEGIC ACCOUNTSJan 2005 - Nov 2005
Skills:
Wealth Management, Investments, Investment Advisory, Financial Services, Business Development,...
Full Profile

Julie Gall Milwaukee, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Human Resources Specialist • Recruitment • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Director • Chief Executive Officer • Chairperson • Manager • Operations Manager • Corporate Executive • Chief Executive • Philanthrope • Recognition • Non-Profit • Psychologist • Psychology Specialist • Logistician

Experience & Education

Position:
Director of Human Resources at Fiduciary Real Estate Development
Location:
Greater Milwaukee Area
Industry:
Human Resources
Work history:
Fiduciary Real Estate Development - Greater Milwaukee AreaDirector of Human Resourcessince Jun 2012Villa St. Francis & Child Development Center of St. Joseph - Milwaukee, WIDirector of Human Resources and Organizational DevelopmentApr 2006 - Nov 2011
Skills:
Employee Relations, Employee Benefits, Benefits Administration, HRIS, Payroll, Leadership, Legal...
Languages:
Spanish
Full Profile

Rhonda Noordyk Milwaukee, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Sports Trainer • Sports Trainers • Chief Executive Officer • Chairperson • Corporate Executive • Chief Executive • Advisor • Representative • Advertising Professional • Advertising Sales Agent • Model • Trainer

Experience & Education

Position:
Certified Women's Leadership Coach at Women with a Global View, Executive Director & Chair of...
Title:
Women's Leadership Coach
Location:
Greater Milwaukee Area
Industry:
Marketing and Advertising
Work history:
Women with a Global View Certified Women's Leadership Coachsince Apr 2013Global View Capital Advisors Executive Director & Chair of the Women's Divisionsince Nov 2010
Skills:
Inspiring Women, Public Relations, Visionary, Business Development, Public Speaking, Coordinating...
Certifications:
Investment Advisor Representative, SEC
Full Profile

Paula Haberman Milwaukee, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Office Assistant • Administrative Associate • Office Clerk • Clerical Specialist • Administrative Clerk • Photography Professional • Photographer • Supporting Member • Evangelist • Front Office Receptionist • Managers • Team Member • Preacher • Religious Worker • Secretary • General Education • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • Food Server

Experience & Education

Position:
Executive and Administrative Assistant at Fiduciary Management, Inc., Independent Digital...
Title:
Executive Assistant at Fiduciary Management, Inc. & Independent Digital Photographer
Location:
Greater Milwaukee Area
Industry:
Executive Office
Work history:
Fiduciary Management, Inc. - Greater Milwaukee AreaExecutive and Administrative Assistantsince Aug 1989Paula Haberman, Photography - Southeastern WisconsinIndependent Digital Photographersince Mar 2008
Skills:
Customer Service, Digital Photography, Personal Values, Photography, Art
Full Profile

Robert Bukowski Milwaukee, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Managing Partner • Manager • Chairperson • Partner • Chief Executive • Operations Manager • Construction • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Non-Profit • Managers • Property Manager • Real Estate Manager

Experience & Education

Position:
Managing Partner at Alpha Investment Consulting Group, President at Make A Difference - Wisconsin,...
Title:
Managing Partner at Alpha Investment Consulting, Manager Due Diligence, Portfolio Construction & Monitoring, Fiduciary
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Alpha Investment Consulting Group - Greater Milwaukee AreaManaging Partnersince Feb 1989Make A Difference - Wisconsin Presidentsince Aug 2009
Skills:
Investments, Asset Management, Pensions, Alternative Investments, Mutual Funds, Investment...
Full Profile

Suzana Gossett Milwaukee, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Referee • Judge • Deputy Director • Deputy Manager • Chief Executive • Advisor • Representative • Independent Contractor • Contractor • Performer • Choreographer • Model • Sports Trainer • Sports Trainers • Independent Business Owners • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Associate Director at Global View Capital Advisors, Investment Advisor Representative, Registered...
Title:
Associate Director at GLOBAL VIEW CAPITAL ADVISORS
Location:
Greater Milwaukee Area
Industry:
Investment Management
Work history:
Global View Capital Advisors - N14 W23833 Stone Ridge Drive Suite 350-D, Waukesha, WI 53188Associate Directorsince Feb 2011The Strategic Financial Alliance, Inc. Investment Advisor Representative, Registered Representativesince Nov 2010
Skills:
Team Leadership, Organizing, Business Planning, Event Planning, Event Management, Patience,...
Full Profile

Brad Pilon Milwaukee, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Paralegal • Financial Analyst • Supporting Member • Team Member • Accounting Bookkeeper • Bookkeeper • Logistician

Experience & Education

Position:
Senior Financial Analyst at Johnson Controls
Location:
Milwaukee, Wisconsin
Industry:
Capital Markets
Work history:
Johnson Controls - Greater Milwaukee AreaSenior Financial Analystsince Feb 2012Robert W. Baird & Co. - MilwaukeeAssociateJul 2011 - Feb 2012
Skills:
Corporate Finance, Capital Markets, Asset Management, Financial Risk Management, Corporate...
Full Profile

Mary Brenner Milwaukee, WI

Professions & Specialties

Paralegal • Litigation Support Specialist • Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Position:
Estate Planning and Tax Paralegal at Godfrey & Kahn, S.C.
Title:
Estate and Tax Paralegal at Godfrey & Kahn, S.C.
Location:
Greater Milwaukee Area
Industry:
Legal Services
Work history:
Godfrey & Kahn, S.C. Estate Planning and Tax Paralegalsince Sep 2002Foley and Lardner Tax ParalegalDec 1982 - May 1998
Full Profile

John Poehlmann Milwaukee, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Co-Founder • Founder • Founding Member • Chief Executive • School Principal • School Administrator • Educational Manager • Guide • Investor • Philanthrope • Tour Guide • Non-Profit • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Co-founder and Principal at Reserve Advisors, Inc.
Title:
Co-Founder and Principal, Reserve Advisors, Inc.
Location:
Greater Milwaukee Area
Industry:
Real Estate
Work history:
Reserve Advisors, Inc. Co-founder and Principalsince Jul 1991
Full Profile

Julie Gall Milwaukee, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Human Resources Specialist • Recruitment • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Director • Chief Executive Officer • Chairperson • Manager • Operations Manager • Corporate Executive • Chief Executive • Philanthrope • Recognition • Non-Profit • Psychologist • Psychology Specialist

Experience & Education

Position:
Director of Human Resources at Fiduciary Real Estate Development
Location:
Greater Milwaukee Area
Industry:
Human Resources
Work history:
Fiduciary Real Estate Development - Greater Milwaukee AreaDirector of Human Resourcessince Jun 2012Villa St. Francis & Child Development Center of St. Joseph - Milwaukee, WIDirector of Human Resources and Organizational DevelopmentApr 2006 - Nov 2011
Languages:
Spanish
Full Profile

Laura Yanow Milwaukee, WI

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyers

Experience & Education

Position:
Fiduciary Accounting Assistant at Quarles & Brady LLP
Location:
Greater Milwaukee Area
Industry:
Law Practice
Work history:
Quarles & Brady LLP Fiduciary Accounting Assistantsince May 2010
Full Profile

Chad Albano Milwaukee, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Executive Officer • Corporate Executive • Chief Executive • Advisor • Representative • Model • Management Team Executive • Operations Manager • Accounting Bookkeeper • Bookkeeper • Health Professional • Health Practitioner

Experience & Education

Position:
Executive Director at Global View Capital Advisors, Investment Advisor Representative at The...
Title:
Executive Director, Global View Capital Advisors
Location:
Greater Milwaukee Area
Industry:
Investment Management
Work history:
Global View Capital Advisors Executive Directorsince Feb 2011The Strategic Financial Alliance Investment Advisor Representativesince Nov 2010
Languages:
Filipino (Bisaya)
Full Profile

Dan Kyle Milwaukee, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Deputy Director • Owner • Deputy Manager • Chief Executive • Advisor • Representative • Model • Production Manager • Entertainer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Commercial Announcer • Presenter • Nurse • Nurse Practitioner

Experience & Education

Position:
Associate Director at Global View Capital Advisors, Investment Advisor Representative at The...
Title:
Associate Director Global View Capital Adviors
Location:
Greater Milwaukee Area
Industry:
Investment Management
Work history:
Global View Capital Advisors - WaukeshaAssociate Directorsince Feb 2011The Strategic Financial Alliance Investment Advisor Representativesince Nov 2010
Full Profile

Jay Zahn Milwaukee, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Underwriter • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Surety Bond Specialist at R&R Insurance Services
Location:
Greater Milwaukee Area
Industry:
Insurance
Work history:
R&R Insurance Services - Menomonee Falls, WISurety Bond Specialistsince Apr 2006Travelers Senior UnderwriterOct 2004 - Apr 2006
Skills:
Business Development, Surety Bonds, Construction, Strategic Planning, Underwriting, Contract...
Full Profile

Mickey Maier Milwaukee, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Senior Advisor • Advisor • Partner • Chairperson • Chief Executive • General and Operations Manager • Director of Operations • Operations Manager • Founder • Founding Member • Corporate Executive • Juris Doctor • Bachelor of Science • Accounting Bookkeeper • Bookkeeper • School Administrator • Educational Manager

Experience & Education

Position:
Senior Consultant & Partner at Alpha Investment Consulting Group, President at Professional...
Title:
Senior Consultant & Partner at Alpha Investment Consulting LLC
Location:
Greater Milwaukee Area
Industry:
Investment Management
Work history:
Alpha Investment Consulting Group Senior Consultant & Partnersince Jul 2007Professional Fiduciary Services LLC - Greater Milwaukee AreaPresidentsince Mar 2007
Skills:
Cash Management, 401k, Due Diligence, Financial Advisory, ESOP, ERISA, Pensions, Defined Benefit,...
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Jonathan Bloom Milwaukee, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Position:
Research Ananlyst at Fiduciary Management Inc
Location:
Greater Milwaukee Area
Industry:
Investment Management
Work history:
Fiduciary Management Inc Research Ananlystsince Mar 2010
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Monica Maas Milwaukee, WI

Professions & Specialties

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

Experience & Education

Position:
Regional Supervisor at Fiduciary Real Estate Development
Location:
Greater Milwaukee Area
Industry:
Real Estate
Work history:
Fiduciary Real Estate Development Regional Supervisorsince Mar 2007Real Estate Specialists Property SupervisorMay 1997 - Mar 2007
Skills:
Property Management, Leases, Apartments, Yardi, Construction, Real Estate, Lease Administration,...
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Matthew Yakich Milwaukee, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Loan Officer • Banker • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Marketing Consultant • Advertising Professional • Market Analyst • Market Research Analyst • Advertising Sales Agent • Model

Experience & Education

Position:
Loan Officer NMLS#1044884 at Bank of England, Mortgage Division, Marketing Consultant at Global...
Title:
Loan Officer at Bank of England, Mortgage Division
Location:
Greater Milwaukee Area
Industry:
Marketing and Advertising
Work history:
Bank of England, Mortgage Division - 16745 W. Bluemound Rd. Suite 303 Brookfield, WI 53005Loan Officer NMLS#1044884since Apr 2013Global View Capital Advisors - N14 W23833 Stone Ridge Drive Suite 350-A Waukesha, WI 53188Marketing Consultantsince 2010
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Eric Becker Milwaukee, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Executive Officer • Corporate Executive • Chief Executive • Advisor • Representative • Model

Experience & Education

Position:
Managing Director at Global View Capital Advisors, Investment Advisor Representative at The...
Title:
Managing Director at Global View Capital Advisors
Location:
Greater Milwaukee Area
Industry:
Investment Management
Work history:
Global View Capital Advisors Managing Directorsince Feb 2011The Strategic Financial Alliance Investment Advisor Representativesince Nov 2010
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James Povlich Milwaukee, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Senior Vice President • Vice President • Chief Executive • Business Unit Manager • Business Administration Specialist • Operations Manager • Master of Business Administration • Bachelor of Business Administration • Managers • Loan Officers

Experience & Education

Position:
Senior Vice President at Marsh
Location:
Greater Milwaukee Area
Industry:
Insurance
Work history:
Marsh Senior Vice Presidentsince Sep 1985NN Risk Management Services Staff AssistantSep 1984 - Sep 1985
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Stephan Weidman Milwaukee, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Deputy Director • Deputy Manager • Chief Executive • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Model

Experience & Education

Position:
Investment Advisor Representative at The Strategic Financial Alliance, Associate Director at Global ...
Title:
Associate Director at Global View Capital Advisors
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
The Strategic Financial Alliance - Waukesha WIInvestment Advisor Representativesince Nov 2010Global View Capital Advisors - Waukesha WIAssociate Directorsince Nov 2010
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Curt Brewer Milwaukee, WI

Professions & Specialties

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

Experience & Education

Position:
Senior Vice President at Robert W. Baird
Title:
Director - Baird Private Wealth Management
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Robert W. Baird Senior Vice Presidentsince 2001Brewer, Cahill & Brewer Attorney1998 - Jul 2001
Skills:
Estate Planning, Financial Planners
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Dina Fliss Milwaukee, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Founder • Chairperson • Founding Member • Chief Executive • Advisor • Representative • Model

Experience & Education

Position:
Founder and President at Global View Capital Advisors, Investment Advisor Representative at The...
Title:
Global View Capital Advisors
Location:
Greater Milwaukee Area
Industry:
Investment Management
Work history:
Global View Capital Advisors Founder and Presidentsince Feb 2011The Strategic Financial Alliance Investment Advisor Representativesince Nov 2010
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Jean Mathe Milwaukee, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Senior Account Executive • Senior Customer Service Representative • Client Service Officer • School Principal • School Administrator • Educational Manager • Customer Service • Business Administrator • Managers • Office Clerk • Clerical Specialist • Administrative Clerk • Operations Manager

Experience & Education

Position:
National Account Exective at Copesan
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Copesan National Account Exectivesince Dec 2010The Principal Financial Group Senior Account ExecutiveFeb 1988 - Jun 2009
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Brett Miller Milwaukee, WI

Professions & Specialties

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

Experience & Education

Company:
Fiduciary Real Estate Development
Address:
789 N Water St Ste 200, Milwaukee, WI 53202 - Property Information
Phone:
(414) 226-4535 (Office)
Licenses:
Wisconsin - Good Standing     1989
School:
University of Wisconsin Law School     1989
Languages:
English
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Steve Bersell Milwaukee, WI

Professions & Specialties

General Counsel • Fiduciary • Of Counsel • Jurist • Legal Counsel • Trust Law Attorney • Lawyers • Director of Operations • Senior Director • Operations Manager • Senior Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
General Counsel / Director of Operations at Fiduciary Real Estate Development, Inc.
Location:
Milwaukee, Wisconsin
Industry:
Real Estate
Work history:
Fiduciary Real Estate Development, Inc. - Greater Milwaukee AreaGeneral Counsel / Director of Operationssince Aug 2012Cushman & Wakefield - Chicago, ILSenior Director2009 - Aug 2012
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