Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Fiduciarys in Florida

Fiduciarys in Naples, FL

Find a professional & check records

Here is a complete list of most available Fiduciarys near you.

Be sure to see other cities near here to get the names of more professionals.

The Trustoria Professional Directory helps everyone locate the best service provider for their latest project.

40 results found

Kenneth Richman Naples, FL

Professions & Specialties

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

Experience & Education

Office:
Kenneth W. Richman, Jr.
9130 Galleria Court, Suite 301, Naples, FL 34108
Mailing Address:
P.O. Box 111682, Naples, FL, 34108
Phone:
(239) 566-2185 (Phone)
Specialties:
Business Law, Business Cooperatives
ISLN:
902154702
Admitted:
1976, Florida, 1979, U.S. Tax Court
Biography:
American Jurisprudence Award for Excellent Achievement in the Study of Real Property Distinguished. ...
Full Profile

Thomas Shipp Naples, FL

Professions & Specialties

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

Experience & Education

Office:
Martin Law Firm, P.L.
5150 Tamiami Trail North, Suite 501, Naples, FL 34103
Phone:
(239) 228-8753 (Phone)
Specialties:
Wills, Contested Wills
ISLN:
903762371
Admitted:
1976, Florida
Biography:
Tom Shipp has lived in Cape Coral and has practiced law in Southwest Florida since 1980. His...
Full Profile

Douglas Wood Naples, FL

Professions & Specialties

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

Experience & Education

Office:
Douglas A. Wood, PA
1100 5Th Avenue South, Suite 101, Naples, FL 34102
Phone:
(239) 263-7740 (Phone)
Specialties:
Business Law, Business Arbitration
ISLN:
900542877
Admitted:
1991, Florida
Full Profile

James Boatman Naples, FL

Professions & Specialties

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

Experience & Education

Office:
The Boatman Law Firm, PA
3021 Airport-Pulling Road North, Suite 202, Naples, FL 34105
Mailing Address:
Treasury Building at the Capital Center, 3021 Airport-Pulling Road North, Suite 202, Naples, Florida, 34105
Phone:
(239) 330-1494 (Phone), (239) 236-0376 (Fax)
Specialties:
Appellate Practice, Collections
ISLN:
912869887
Admitted:
1997, Florida, U.S. District Court, Middle, Southern and Northern Districts of Florida and U.S. Court of Appeals, 11th Circuit
Full Profile

Dennis White Naples, FL

Professions & Specialties

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

Experience & Education

Office:
Dennis R. White, P.A.
999 Vanderbilt Beach Road, Suite 200, Naples, FL 34108
Phone:
(239) 261-4700 (Phone), (239) 261-4721 (Fax)
Specialties:
Estate Planning, Wills
ISLN:
902807554
Admitted:
1972, Florida
Biography:
Phi Delta Phi. Author: Chapter 6, "Homestead" of Basic Estate Planning in Florida, Second Edition....
Full Profile

Mark Disabato Naples, FL

Professions & Specialties

Receivership • Fiduciary • Bankruptcy Attorney • Financial Regulation Attorney • Lawyers • Trust Law Attorney • Managing Member • Owner • Manager • Operations Manager • Chief Executive • Agent • Sales Representative • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Broker at Encore Realty, LLC, Managing Member at Encore Asset Management of Florida, Member at...
Title:
Managing Member of Encore Development, LLC
Location:
Naples, Florida Area
Industry:
Real Estate
Work history:
Encore Realty, LLC Brokersince Nov 2010Encore Asset Management of Florida Managing Membersince Jan 2010
Skills:
Real Estate Development, Product Planning
Full Profile

Dante Disabato Naples, FL

Professions & Specialties

Receivership • Fiduciary • Bankruptcy Attorney • Financial Regulation Attorney • Lawyers • Trust Law Attorney • Broker Associate • Licensed Real Estate Broker • Real Estate Sales Agent • Property Manager • Real Estate Manager • Marketing Director • Chief Executive

Experience & Education

Position:
Licensed Real Estate Agent at Encore Realty, LLC, Marketing at Encore Asset Management of Florida,...
Title:
Associate Broker at Encore Realty, LLC
Location:
Naples, Florida Area
Industry:
Real Estate
Work history:
Encore Realty, LLC Licensed Real Estate Agentsince Apr 2010Encore Asset Management of Florida Marketingsince Feb 2010
Full Profile

Thomas Shea Naples, FL

Professions & Specialties

Associate Attorney • Law Specialist • Law Clerk • Fiduciary • Lawyers • Judicial Law Clerk • Trust Law Attorney • Clerk • Clerical Specialist • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Juris Doctor • Software Developers • Computer Systems Administrator • Software Developer • Web Marketer • Marketing Manager

Experience & Education

Position:
Associate Attorney at Gilman Law LLP
Location:
Naples, Florida Area
Industry:
Law Practice
Work history:
Gilman Law LLP - Naples, FLAssociate Attorneysince 2011Ivan, Cole, Bonnette & Kane, P.A. - Jacksonville, FLAssociate Attorney/Law Clerk2010 - 2011
Skills:
Litigation, Class Actions, Corporate Governance, Virtualization, Civil Litigation, Securities...
Full Profile

Jim Boxma Naples, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Adjunct Instructor • Lecturer • Postsecondary Teacher • Advisor • Representative • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Agent • Sales Representative

Experience & Education

Position:
Adjunct Instructor at Rasmussen College - School of Business, Fiduciary Advisor / Investment...
Location:
Naples, Florida Area
Industry:
Financial Services
Work history:
Rasmussen College - School of Business Adjunct Instructorsince Sep 2009Abernathy Financial Fiduciary Advisor / Investment Managersince Dec 2007
Skills:
Financial Organization, Business Strategy, Marketing Strategy
Full Profile

Bob Clarke Naples, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Trust & Fiduciary Specialist at Wells Fargo Private Bank
Location:
Naples, Florida Area
Industry:
Banking
Work history:
Wells Fargo Private Bank - Naples, FloridaSenior Trust & Fiduciary Specialistsince Jan 2009
Skills:
Trust Services, High Net Worth Individuals, Banking, Wealth Management, Wealth Management Services, ...
Full Profile

Lee Frank Naples, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Agent • Sales Representative • Owner • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Guide • Tour Guide • Operations Manager • Air Transportation Worker • Construction Manager

Experience & Education

Position:
Broker/Owner at Marilee Realty, REO Broker at Marilee Realty
Title:
Specializing in Managing, Marketing, and closing Bank Owned Properties
Location:
Naples, Florida Area
Industry:
Real Estate
Work history:
Marilee Realty - Naples FloridaBroker/Ownersince Jan 2010Marilee Realty REO Brokersince Apr 2002
Full Profile

Howard Isaacson Naples, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Advisor • Custodian • Custodial Worker • Cleaners • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Chief Equity Strategist and Advisor at CapitalRock Investments LLC
Location:
Naples, Florida Area
Industry:
Financial Services
Work history:
CapitalRock Investments LLC - Naples, Florida AreaChief Equity Strategist and Advisorsince Mar 2013Merrill Lynch Senior Financial AdvisorSep 2007 - Mar 2013
Skills:
Investment Advisory, Strategic Financial Planning, Retirement Planning, Asset Managment, Tax, Finance
Full Profile

Greg Hunter Naples, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Relationship Manager • Account Service Manager • Client Service Officer • Certified Financial Planner • Puchasing and Estimating Manager • Board Member • Chairperson • Financial Manager • Management Team Executive • Operations Manager • Chief Executive • Customer Service

Experience & Education

Position:
Private Banking at J.P. Morgan
Title:
Private Wealth Management at J.P Morgan
Location:
Naples, Florida Area
Industry:
Investment Management
Work history:
J.P. Morgan Private Bankingsince 2011Wells Fargo Bank Relationship Manager1988 - 2011
Full Profile

Dorgelino Valcin Naples, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Tax Consultant • Tax Accountant • Government Service Executive • Government Administration Officer • Civil Servant • Managers

Experience & Education

Position:
Tax Specialist at J&R Multiservice & Income Tax
Title:
Student at ITT TECHNICAL INSTITUTE
Location:
Naples, Florida Area
Industry:
Electrical/Electronic Manufacturing
Work history:
J&R Multiservice & Income Tax - Naples, Florida AreaTax Specialistsince Dec 2009Vitex Systems, Inc - Naples, Florida AreaAlarmTechDec 2006 - Apr 2009
Full Profile

Ellen Vanderburg Naples, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Manager • Financial Director • Operations Manager • Financial Officer • Financial Manager • Sales Support • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
SVP & Regional Trust Manager at Key Private Bank
Location:
Naples, Florida Area
Industry:
Financial Services
Work history:
Key Private Bank SVP & Regional Trust Managersince Sep 2006Fifth Third CFO - Investment AdvisorsJan 2003 - 2006
Full Profile

Raymond Dweck Naples, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Supporting Member • Guide • Apprentice • Team Member • Tour Guide • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Student Worker

Experience & Education

Position:
Investment Officer at Northern Trust
Title:
Trust Investments at Northern Trust
Location:
Naples, Florida Area
Industry:
Financial Services
Work history:
Northern Trust - Naples, Florida AreaInvestment Officersince Jun 2006Key Bank Intern2003 - 2003
Full Profile

Tammy Surratt Naples, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Executive Officer • Chairperson • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Advisor

Experience & Education

Position:
Managing Director at Pathstone Family Office, President & CEO at Legacy Family Office, LLC
Title:
Managing Director at Pathstone Family Office
Location:
Naples, Florida Area
Industry:
Financial Services
Work history:
Pathstone Family Office - Estero, FloridaManaging Directorsince Jan 2013Legacy Family Office, LLC President & CEOsince 2006
Skills:
Wealth Management, Estate Planning, Structured Finance, Alternative Investments, Investments, High...
Full Profile

Joe Stone Naples, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Senior Vice President • Chairperson • Financial Manager • Vice President • Chief Executive • Operations Manager • Investor • Business Administrator • Management Analyst • Analysts • Psychologist • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Position:
SVP Portfolio Manager at US Trust
Location:
Naples, Florida
Industry:
Financial Services
Work history:
US Trust - Naples, Florida AreaSVP Portfolio Managersince May 2006
Full Profile

Desha Perez Naples, FL

Professions & Specialties

Fiduciary • Advocate • Trust Law Attorney • Lawyers • Jurist • Legal Counsel • Office Assistant • Construction • Office Clerk • Clerical Specialist • Financial Services Professional • Financial Services Sales Agent • Sales Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Office Manager at Mercury Rising HVAC
Title:
Mercury Rising HVAC
Location:
Naples, Florida
Industry:
Construction
Work history:
Mercury Rising HVAC Office Managersince Jun 2013BB&T - Downtown Naples, FLWealth Client SpecialistApr 2012 - Jun 2013
Skills:
Visual Merchandising, Loss Prevention, New Store Development, Retail Sales, Microsoft Excel,...
Full Profile

Joyce Lander Naples, FL

Professions & Specialties

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

Experience & Education

Position:
AVP/Fiduciary Compliance Officer at Fifth Third Private Bank, Investment Management & Trust
Location:
Naples, Florida Area
Industry:
Banking
Work history:
Fifth Third Private Bank, Investment Management & Trust - Naples, FloridaAVP/Fiduciary Compliance Officersince Aug 1993
Full Profile

Martha Marland Naples, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Senior Vice President • Director • Chief Executive Officer • Vice President • Chief Executive • Operations Manager • Corporate Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President at Northern Trust, Senior Vice President/Managing Director at Northern Trust
Title:
Senior Vice President at Northern Trust
Location:
Naples, Florida Area
Industry:
Financial Services
Work history:
Northern Trust - Naples, Florida AreaSenior Vice Presidentsince Oct 2012Northern Trust - Naples Fifth AvenueSenior Vice President/Managing Directorsince 1998
Full Profile

Joyce Lander Naples, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Assistant Vice President • Vice President • Chief Executive • Supervisor • Managers

Experience & Education

Position:
Assistant Vice President/Fiduciary Compliance Supervisor at Fifth Third Investment Advisors
Location:
Naples, Florida Area
Industry:
Banking
Work history:
Fifth Third Investment Advisors Assistant Vice President/Fiduciary Compliance Supervisor
Full Profile

Clarke Robert Naples, FL

Professions & Specialties

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

Experience & Education

Position:
Senior Trust & Fiduciary Specialist at Wells Fargo
Location:
Naples, Florida Area
Industry:
Financial Services
Work history:
Wells Fargo Senior Trust & Fiduciary Specialist
Full Profile

Darleen Chase Naples, FL

Professions & Specialties

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

Experience & Education

Position:
Vice President/Senior Fiduciary Officer at JPMorgan Chase Bank, N.A.
Location:
Naples, Florida Area
Industry:
Financial Services
Work history:
JPMorgan Chase Bank, N.A. Vice President/Senior Fiduciary Officer
Full Profile

Nick Naples Naples, FL

Professions & Specialties

Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Advisor • Senior Advisor • Co-Founder • Founder • Founding Member • Chief Executive • Model • Entertainment Professional • Entertainer • Senior Manager • Operations Manager • Project Managers • Sales Manager • Sales Account Associate • Sales Executive • Bachelor of Science • Hospital Care Professional • Health Professional • Health Practitioner • Optometry Specialist

Experience & Education

Position:
Healthcare Real Estate Strategist at LLC2, Advisor at Golisano Children's Hospital of SWFL,...
Title:
Innovative Healthcare Real Estate Strategies
Location:
Naples, Florida Area
Industry:
Real Estate
Work history:
LLC2 - Naples, Florida AreaHealthcare Real Estate Strategistsince May 2008Golisano Children's Hospital of SWFL - Health Park Medical Center, Fort Myers, FLAdvisorsince Jan 2012
Skills:
Leadership, Real Estate Development, Business Planning, Strategic Planning, Deal Execution, Project ...
Languages:
Italian
Certifications:
Florida Real Estate Sales Associate License, Department of Business & Professional Regulation
has fiduciary responsibilities to the organization and..
Full Profile

Terry Bork Naples, FL

Professions & Specialties

Trust Law Attorney • Lawyers • Senior Vice President • Partner • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Executive Team Leader • Chief Operating Officer • Chief Knowledge Officer • Financial Director • Marketing Director • Chief Visibility Officer • Chief Digital Officer • Chief Revenue Officer • Chief Learning Officer • Technology Director • Chief Information Officer • Director • Corporate Executive • General and Operations Manager • Director of Operations • Operations Manager • Development Director • HR Manager • Financial Officer • Financial Manager • Technology Manager • Technical Managers • Chief Accountant • Certified Public Accountant • Account Manager • Human Resources Specialist • Recruitment • Entrepreneur • Training Manager • Managers • Doctor of Medicine

Experience & Education

Position:
Senior Vice President Executive Benefits and Retirement Plans at Advisors Trust Planning and...
Title:
Tax Favored Corporate Benefit Strategies that Enhance Employees Wealth
Location:
Naples, Florida Area
Industry:
Financial Services
Work history:
Advisors Trust Planning and Investment Company Senior Vice President Executive Benefits and Retirement Planssince Aug 2009Insurance Management Consultants, LLC PartnerJul 2007 - Jun 2009
Skills:
Employee Benefits, Retirement Planning, 401k
Fiduciary support including Monitoring Performance
Full Profile

Chris Stroud Naples, FL

Professions & Specialties

Advocate • Jurist • Legal Counsel • Lawyers • Market Analyst • Market Research Analyst • Owner • Chief Executive • Agent • Sales Representative • Speaker • Moderator • Counselor • Spokesperson • Representative • Advisor • Author • Sports Trainer • Sports Trainers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analysts • Financial Services Professional • Financial Services Sales Agent • Mathematician

Experience & Education

Position:
Owner at Simoneaux & Stroud Consulting Services (SCS)
Title:
Retirement Services industry expertise; providing business planning and consulting, training, and market research
Location:
Naples, Florida Area
Industry:
Financial Services
Work history:
Simoneaux & Stroud Consulting Services (SCS) Ownersince Jan 2008ASPPA Education Programs AdvocateJan 2009 - Dec 2011
Skills:
Customer Relations, Business Planning, Management Consulting, 401k, Retirement Plan Consulting,...
401(k) Fiduciary Support
Full Profile

Bill Johnson Naples, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Controller • Chief Executive Officer • Chairperson • Corporate Executive • Chief Executive • Certified Public Accountant • Controlling Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Financial Director • Chief Operating Officer • Chief Information Officer • Executive Team Leader • Vice President • Director • Operations Manager • Financial Officer • Financial Manager • General and Operations Manager • Director of Operations • Technology Director • Technology Manager • Technical Managers • Security • Construction • Biotechnology Professional • Biologist • Biological Scientist • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Controller at Structure Medical
Location:
Naples, Florida Area
Industry:
Medical Devices
Work history:
Structure Medical - Naples, Florida AreaControllersince Aug 2012Decorator Industries, Inc. CEO / PresidentJan 2008 - Aug 2012
Skills:
US GAAP, Financial Reporting, Financial Modeling, Cost Accounting, ERP, IT Strategy, Negotiation,...
Certifications:
Certified Public Accountant (Inactive), Florida Board of Accountancy
Full Profile

Bootie Bromley Naples, FL

Professions & Specialties

Trust Law Attorney • Lawyers • Sales Account Associate • Sales Executive • Development Director • Owner • Sales Manager • HR Manager • Chief Executive • Sales Representative • Property Manager • Real Estate Manager

Experience & Education

Position:
Sales Associate at Premiere Plus Realty, Co., Product Development Manager at China Dream Team,...
Title:
Sales Associate at Florida Home Realty
Location:
Naples, Florida Area
Industry:
Design
Work history:
Premiere Plus Realty, Co. - Naples, FloridaSales Associatesince Mar 2012China Dream Team Product Development Managersince Jan 2011
as an fiduciary agent for them with allegiance to their..
Full Profile

Kenny Riddell Naples, FL

Professions & Specialties

Trust Law Attorney • Lawyers • Advisor • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Fisher • Client Service Officer • Customer Service

Experience & Education

Position:
Client Advisor, AVP at Bessemer Trust
Location:
Naples, Florida
Industry:
Financial Services
Work history:
Bessemer Trust - Naples, Florida AreaClient Advisor, AVPsince May 2011Lancaster Pollard - Columbus, Ohio AreaInvestment Banking AssociateJul 2010 - Feb 2011
Certifications:
2013 Level III Candidate in the CFA Program, CFA Institute
and customary fiduciary services
Full Profile

Diane Bedran Naples, FL

Professions & Specialties

Trust Law Attorney • Lawyers • Vice President • Director • Chief Executive Officer • Sales Director • Chief Executive • Operations Manager • Corporate Executive • Sales Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Retired - Vice President/Managing Director at US Bank, CTFA, CISP
Location:
Naples, Florida
Industry:
Financial Services
Work history:
US Bank Retired - Vice President Sales/Managing Director1984 - 2011Northern Trust Trust Professional1979 - 1984
Skills:
Wealth Management, Banking, Commercial Lending, Financial Analysis, Risk Management, Loans, Credit...
Professional Trust and Fiduciary Services
Full Profile

Andrew Vanderhorst Naples, FL

Professions & Specialties

Trust Law Attorney • Lawyers • Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Software Developer • Software Developers

Experience & Education

Position:
Associate Portfolio Manager at Northern Trust
Location:
Naples, Florida Area
Industry:
Financial Services
Work history:
Northern Trust Associate Portfolio Managersince Mar 2009Northern Trust Investment AssociateJul 2006 - Feb 2009
Skills:
asp, bloomberg, books, business process, cash flow, coaching, customer relations, directing,...
gifting and valuation of personal fiduciary trust accounts
Full Profile

Joe Muni Naples, FL

Professions & Specialties

Title Examiner • Trust Law Attorney • Lawyers • Partner • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Buyer • Buyer and Seller • Sales Representative • Project Managers • Sales Person • Builder • Construction Specialist • Construction Laborer • Master of Business Administration • Business Administrator • Systems Support Specialist • Support Specialists

Experience & Education

Position:
Realtor/Partner with The Grant Team of Naples at Prudential Florida Realty, Realtor at National...
Title:
Partner, The Grant Team of Naples
Location:
Naples, Florida Area
Industry:
Real Estate
Work history:
Prudential Florida Realty Realtor/Partner with The Grant Team of Naplessince 2007National Association of Realtors Realtorsince 2007
Skills:
I specialize in a few areas, Foreclosure Sales, Short Sales and Luxury Resales, I market waterfront ...
Responsible for the fiduciary tasks necessary to facilitate and bring..
Full Profile

Heather Borelli Naples, FL

Professions & Specialties

Trust Law Attorney • Lawyers • Advisor • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Senior Associate • Non-Profit • Chief Executive

Experience & Education

Position:
Wealth Management Advisor, The Private Client Reserve at U.S. Bank
Location:
Naples, Florida
Industry:
Financial Services
Work history:
U.S. Bank - Naples, FloridaWealth Management Advisor, The Private Client Reservesince Jan 2013Abbot Downing - Naples, FloridaSenior AssociateNov 2010 - Jan 2013
Professional Trust and Fiduciary Services
Full Profile

Danny Barto Naples, FL

Professions & Specialties

Trust Law Attorney • Lawyers • Agent • Sales Representative • Owner • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Sales Agent • Real Estate Manager • Sales Agent • Sales Executive • Sales Manager • Nurse • Nurse Practitioner

Experience & Education

Work

Company:
Galleon real estate
Broker/owner
Company:
Hp remodeling - Celebration, FL
Property manager

Skills

Please see 'additional information' for a list of educational coursework. In the state of Florida,...
Full Profile

Daniel Lopez Naples, FL

Professions & Specialties

Trust Law Attorney • Lawyers • Psychologist • Counselor • Advisor • Area Manager • Managers • District Manager • Region Manager • Psychology Specialist • Support Worker • Sales Manager • Sales Executive • Floor Associate • Retail Professional • Retail Salesperson

Experience & Education

Work

Company:
Wittock cpa p.a. - Naples, FL
Claims consultant
Company:
Eye doctor's optical outlets - Naples, FL
District manager

Skills

Being able to communicate well with people and convey information effectively. Translating...
Full Profile

Tom Romnios Naples, FL

Professions & Specialties

Trust Law Attorney • Lawyers • Executive Vice President • Vice President • Chief Executive • Human Resources Specialist • Recruitment • Operations Manager • Computer Software Professional • Software Developers

Experience & Education

Position:
Executive Vice President of Human Resources at ASG
Location:
Naples, Florida Area
Industry:
Human Resources
Work history:
ASG Executive Vice President of Human Resources
Skills:
Mergers, SaaS, HRIS, Solution Selling, Recruiting, Benefits Negotiation, Employee Relations
Fiduciary First
Full Profile

Brittney Edwards New York, NY

Professions & Specialties

Law Specialist • Law Clerk • Fiduciary • Lawyers • Judicial Law Clerk • Trust Law Attorney • Supporting Member • Team Member

Experience & Education

Position:
Associate at White and Williams LLP
Location:
New York, New York
Industry:
Law Practice
Work history:
White and Williams LLP - New York, New YorkAssociatesince Jun 2013Rand Rosenzweig Radley & Gordon LLP - White Plains, NYLaw ClerkSep 2011 - Apr 2013
Skills:
Legal Research, Commercial Litigation, Trademarks, Foreclosure Defense, Legal Writing, Westlaw Next
Full Profile

Heather Silver Miami, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Sales Person • Sales Representative • Sales Agent • Human Resources Specialist • Recruitment • Construction • Contractor • Business Administrator • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Operations Manager

Experience & Education

Position:
Sales Representative at Total Compliance Network, Inc.
Title:
Sales Consultant
Location:
Miami/Fort Lauderdale Area
Industry:
Human Resources
Work history:
Total Compliance Network, Inc. - USASales Representativesince Apr 2013North Trail RV Center - Miami/Fort Lauderdale AreaSales ConsultantJul 2011 - Aug 2012
Full Profile

Dale Morgado Ocala, FL

Professions & Specialties

Of Counsel • Jurist • Legal Counsel • Trust Law Attorney • Lawyers • Partner • Chief Executive • Master of Business Administration • Juris Doctor

Experience & Education

Company:
Feldman, Fox & Moragdo, PA
Address:
1411 Ne 22Nd Avenue Suite 106, Ocala, FL 34470 - Property Information
Phone:
(813) 639-9366 (Office)
Company:
Feldman Fox & Morgado PA
Address:
2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 - Property Information
Phone:
(813) 639-9366 (Office)
Specialties:
Business - 25%
Contracts / Agreements - 25%
Licenses:
Connecticut - Active     2007
Florida - Member in Good Standing     2009
Experience:
Partner at Feldman, Fox & Morgado, P.A.     2009-present
Attorney at Gunster Yoakley & Stewart P.A.     2008-2009
School:
Suffolk University     
Degree:
BS - Bachelor of Science - Business
School:
University of Massachusetts     
Degree:
M.B.A. - Business
Languages:
English
Associations:
American Bar Association - Member
American Society of Pension Professionals and Actuaries - Member

Attorney Dale James Morgado brings diverse experience to Feldman Fox Morgado PA by combining large ...

Full Profile

Fiduciarys near Naples, FL0510152025Fort MyersBonita SpringsCape CoralPunta GordaSanibel


Fiduciarys around Naples, FL

Cape Coral  (5)
Fort Myers  (21)
Punta Gorda  (3)
Sanibel  (1)

Fiduciarys in Florida

Sub-specializations

Fiduciary  (40)