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Fiduciarys in Kansas

Fiduciarys in Overland Park, KS

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28 results found

Brian Christensen Overland Park, KS

Professions & Specialties

Fiduciary • Judge • Advocate • Trust Law Attorney • Lawyer • Jurist • Legal Counsel • Human Resources Specialist • Recruitment • Philanthrope • Construction • Advisor • Guide • Non-Profit • Tour Guide • Commander • Vice President • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Author • Editor • Lecturer • Postsecondary Teacher

Experience & Education

Office:
Jackson Lewis P.C.
9393 West 110Th Street., Suite 500, Overland Park, KS 66210
Phone:
(913) 981-1018 (Phone)
ISLN:
909727466
Admitted:
1994, Kansas, 2002, Missouri
Biography:
Brian J. Christensen is ithe Office Managing Shareholder of the Kansas City office of Jackson Lewis ...
Full Profile

Andrew Stafford Overland Park, KS

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Executive Compensation • Manager • Chief Executive Officer • Chief Executive • Operations Manager • Corporate Executive • Investor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Project Managers • Territory Sales Manager • Region Manager • Entrepreneur • Advisor • Area Manager • Managers • Regional Sales Consultant • Sales Representative • Automotive Professional • Recruitment

Experience & Education

Position:
Financial Advisor at Lawing Financial Inc. & Qualified Plan Advisors
Location:
Overland Park, Kansas
Industry:
Financial Services
Work history:
Lawing Financial Inc. & Qualified Plan Advisors - Overland Park, KansasFinancial Advisorsince Jun 2013Factory Motor Parts Executive Director of National AccountsJan 2012 - Apr 2013
Skills:
Strategic Financial Planning, Executive Compensation Planning, Wealth Accumulation Strategies,...
Certifications:
Lines of Authority - Life, State of Kansas Department of Insurance
General Securities Representative Examination (Series 7), Financial Industry Regulatory Authority (FINRA)
Full Profile

Julie Kennedy Kansas City, MO

Professions & Specialties

Paralegal • Litigation Support Specialist • Fiduciary • Trust Law Attorney • Lawyer • Owner • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Tax Preparer • Tax Accountant

Experience & Education

Position:
Owner/Paralegal at Kennedy Office Associates
Title:
Experienced Executive-level Office Assistance & Professional Paralegal Services
Location:
Kansas City, Missouri Area
Industry:
Legal Services
Work history:
Kennedy Office Associates - Olathe, KSOwner/Paralegalsince Nov 2008Valley View Financial Group Trust Company / Midwest Trust Company - Overland Park, KansasTrust OfficerFeb 1998 - May 2008
Full Profile

Grant Hash Kansas City, MO

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Sales Executive • Information Technology Specialist • IT Specialist • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Construction • Sales Manager

Experience & Education

Position:
Sales Executive - CernerWorks Sales at Cerner Corporation at Cerner Corporation
Title:
Sales Executive - CernerWorks Sales at Cerner Corporation
Location:
Kansas City, Missouri Area
Industry:
Information Technology and Services
Work history:
Cerner Corporation - Kansas City, Missouri AreaSales Executive - CernerWorks Sales at Cerner Corporationsince Jul 2013Ferree, Bunn, Rundberg, Radom & Ridgway, Chtd. - Overland Park, KSAttorneyMay 2008 - Jul 2013
Full Profile

Chadron Patton Overland Park, KS

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyer • Supporting Member • Advisor • Non-Profit • Leader • Team Member • Managers • Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Employee Benefits Attorney at Spencer Fane Britt & Browne
Title:
Employee Benefits Attorney at Spencer Fane Britt & Browne LLP
Location:
Overland Park, Kansas
Industry:
Law Practice
Work history:
Spencer Fane Britt & Browne Employee Benefits Attorneysince Sep 2010AXA Advisors Financial ConsultantNov 2002 - Dec 2007
Languages:
Spanish
Full Profile

Amy Peters Kansas City, MO

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Probate Judge • Probate Lawyer • Vice President • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Non-Profit

Experience & Education

Position:
Vice President/Fiduciary Advisory Specialist at Wells Fargo
Location:
Kansas City, Missouri Area
Industry:
Investment Management
Work history:
Wells Fargo - Overland Park, KSVice President/Fiduciary Advisory Specialistsince Oct 2012Country Club Trust Company - Kansas CityVice PresidentJun 2011 - Sep 2012
Skills:
Planned Giving, Wealth, Wills, Philanthropy, Fundraising, Nonprofits, Financial Advisory, Volunteer ...
Full Profile

Sabrina Charles Kansas City, MO

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Business Analyst • Process Analyst • Analyst • Analysts • Human Resources Specialist • Recruitment • Programmer • Computer Programmer • Business Consultant • IT Specialist • Automotive Professional • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Business Analyst at Agero, Inc.
Location:
Kansas City, Missouri Area
Industry:
Automotive
Work history:
Agero, Inc. Senior Business Analystsince Mar 2012Benefit Trust Company - Overland Park, KSProcess AnalystSep 2007 - Mar 2012
Languages:
French
Certifications:
Microsoft Certified IT Professional - Business Intelligence Developer 2008, Microsoft
Microsoft Certified Technology Specialist - SQL Server 2008, Business Intelligence Development and Maintenance, Microsoft
Full Profile

Daniel Beyer Kansas City, MO

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Operations Manager • Director of Operations • Information Technology Specialist • IT Specialist • Clerk • Clerical Specialist • Computer Systems Administrator • Student Worker

Experience & Education

Position:
Director of Operations at Center for Fiduciary Management
Title:
Operations Manager at Center for Fiduciary Management
Location:
Kansas City, Missouri Area
Industry:
Information Technology and Services
Work history:
Center for Fiduciary Management - Overland Park, KSDirector of Operationssince May 2007Bryan Cave Legal ClerkMay 2003 - Aug 2005
Skills:
Project Management, Long-term Customer Relationships, Customer Service, Project Design
Languages:
French, Spanish
Full Profile

Connie Fish Kansas City, MO

Professions & Specialties

Trust Law Attorney • Lawyer • Marketing Professional • Marketing Administrator • Advertising Sales Agent • Marketing Manager • Program Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Support • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Chief Executive • Project Managers • Information Technology Specialist • IT Specialist

Experience & Education

Position:
Marketing Manager, Defined Contribution Investments at J.P. Morgan
Title:
Senior-Level Marketing Professional
Location:
Kansas City, Missouri Area
Industry:
Financial Services
Work history:
J.P. Morgan - Kansas City, Missour AreaMarketing Manager, Defined Contribution Investmentssince Jan 2012J.P. Morgan - Kansas City, Missouri AreaProgram Management and Communications StrategyMay 2005 - Dec 2011
Skills:
Project Management, Leadership, Management, Strategic Communications, Project Planning,...
401,k,Fiduciary Support
Full Profile

Joseph So Kansas City, MO

Professions & Specialties

Fiduciary • Student Lawyer • Trust Law Attorney • Lawyer • Managing Partner • Partner • Chief Executive • Project Managers • Licensed Real Estate Broker • Real Estate Sales Agent • Property Manager • Real Estate Manager • Project Manager • Supporting Member • Team Member • Corporate Executive • Community Service Manager • Researcher • Survey Researcher • Juris Doctor • Bachelor of Arts • Market Analyst • Advertising Sales Agent • Market Research Analyst • Information Technology Specialist • IT Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Hospital Care Professional • Student Worker • Health Professional • Health Practitioner • Government Administration Professional

Experience & Education

Position:
Associate Project Manager at UnitedLex Corporation, Managing Partner at New Hope Investment Group...
Title:
APM at United Lex; Managing Partner at New Hope Investment Group, Lazarus Rehabs, & J&J Real Estate Services
Location:
Kansas City, Missouri Area
Industry:
Legal Services
Work history:
UnitedLex Corporation - Overland Park, KSAssociate Project Managersince Oct 2012New Hope Investment Group LLC; Lazarus Rehabs LLC - Leawood, KSManaging Partnersince Oct 2009
Full Profile

Lyndsey Demmel Kansas City, MO

Professions & Specialties

Fiduciary • Law Clerk • Lawyer • Trust Law Attorney • Judicial Law Clerk • Senior Manager • Manager • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Guide • Tour Guide • Apprentice • Juris Doctor • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Student Worker

Experience & Education

Position:
Senior Manager, Real Estate & Development at Burger King Corporation
Location:
Kansas City, Missouri Area
Industry:
Real Estate
Work history:
Burger King Corporation Senior Manager, Real Estate & Developmentsince Oct 2012CBRE - Overland Park, KSTransaction Manager, Retail - Sprint AccountOct 2010 - Oct 2012
Certifications:
Licensed Attorney, Missouri Bar Association
Full Profile

Jt Tollett Overland Park, KS

Professions & Specialties

Trust Law Attorney • Lawyer • Manager • Operations Manager • Senior Airman • Construction • Counselor • Advisor • Property Manager • Real Estate Manager • Nurse • Nurse Practitioner

Experience & Education

Position:
Risk Manager at Schifman Remley Associates
Title:
Risk Manager at SRA | Authoring Simplicity
Location:
Overland Park, Kansas
Industry:
Insurance
Work history:
Schifman Remley Associates - Kansas City, Missouri AreaRisk ManagerKrueger and James - Kansas City, Missouri AreaRisk Manager2009 - 2013
Skills:
Risk Management, Problem Solving, Product Liability, Workers Compensation, Ocean Cargo Insurance,...
fiduciary exposures
Full Profile

Adrian O'hara Kansas City, MO

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Director • Operations Manager • Director of Operations • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Vice President • Chief Executive • Project Managers • Consumer Goods Professional • Client Service Officer • Commodities Clerk • Philanthrope • Project Manager • Supervisor • Advisor • Analysts • Inspector • Skilled Professional • Non-Profit • Managers • Model • Bachelor of Arts • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Brokerage Clerk • Customer Service

Experience & Education

Position:
Director of Safety & Risk Management at Murphy-Hoffman Company
Location:
Kansas City, Missouri Area
Industry:
Financial Services
Work history:
Murphy-Hoffman Company - Leawood, KSDirector of Safety & Risk Managementsince Oct 2011Gift Card Impressions, LLC - Overland Park, KSOperations ManagerJan 2011 - Oct 2011
Skills:
Risk Management, Insurance
Certifications:
Series 7 and 63 Licensed
Associates in Risk Management (ARM)
Full Profile

Alan Stetson Kansas City, MO

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyer • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Managers • Financial Analyst • Financial Manager • Operations Manager • Community Service Manager • Bachelor of Science • Government Administration Professional • Puchasing and Estimating Manager

Experience & Education

Position:
Estate Planning Attorney / Trust Administration Consultant at Attorney-at-Law
Title:
Estate Planning Attorney, Trust Administration Consultant
Location:
Kansas City, Missouri Area
Industry:
Financial Services
Work history:
Attorney-at-Law Estate Planning Attorney / Trust Administration Consultantsince Jul 2012First National Bank - Kansas, a division of First National Bank of Omaha V.P./Senior Trust OfficerJul 2008 - Jun 2012
Skills:
New Business Development, Wealth Management, Estate Planning, Investments, Retirement Planning,...
Full Profile

Heidi Johnson Kansas City, MO

Professions & Specialties

Trust Law Attorney • Lawyer • Manager • Department Manager • Operations Manager • Department Supervisor • Senior Airman • Underwriter • Team Leader • Chairperson • Chief Executive • Philanthrope • Non-Profit

Experience & Education

Position:
Professional Liability Department Manager at SRA Insurance Agency, LLC
Title:
Manager Professional Services at SRA Insurance Agency| Insurance Nerd | Scrapbooking Enthusiast
Location:
Kansas City, Missouri Area
Industry:
Insurance
Work history:
SRA Insurance Agency, LLC Professional Liability Department Managersince Aug 2012Specialty Global Insurance Senior UnderwriterNov 2010 - Aug 2012
Languages:
Spanish
fiduciary
Full Profile

Kent Miller Kansas City, MO

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Counselor • Security • Advisor • Underwriting Manager • Insurance Professional • Underwriter • Non-Profit • Business Administrator • Team Leader • Operations Manager • Advertising Sales Agent

Experience & Education

Position:
Consultant at K&A Investments, LLC
Title:
Professional Lines Insurance Consultant
Location:
Kansas City, Missouri Area
Industry:
Insurance
Work history:
K&A Investments, LLC - Overland Park, KSConsultantsince Jan 2013ThinkRisk Underwriting Agency - Kansas City, Missouri AreaUnderwriting ManagerMar 2011 - Dec 2012
Full Profile

Jon Booze Overland Park, KS

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyer • Investor • Representative • Certified Financial Planner • Puchasing and Estimating Manager • Chief Human Resources Officer • Financial Manager • Personnel Administrator • HR Manager • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice-President at ONE Retirement, LLC
Title:
Vice-President, ONE Retirement, LLC
Location:
Overland Park, Kansas
Industry:
Investment Management
Work history:
ONE Retirement, LLC Vice-Presidentsince Feb 2003Blackwell Sanders Attorney1999 - 2003
Certifications:
Accredited Investment Fiduciary®, Center for Fiduciary Studies
Certified Financial Planner®, Center for Fiduciary Studies
Full Profile

Jon Ogren Overland Park, KS

Professions & Specialties

Trust Law Attorney • Lawyer • Sports Trainers • Leader • Entrepreneur • Counselor • Managers • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Compensations and Benefits • Chief Executive • Commodities Clerk • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Pension Consultant at The Standard, Pension Consultant at StanCorp Equities, Inc.
Title:
Dad, Family Man, Kids Sports Coach, Leader, Christian, Sales Man, Retirement Plan Guy, Entrepreneur, Outdoorsman.
Location:
Overland Park, Kansas
Industry:
Financial Services
Work history:
The Standard Pension Consultantsince Mar 2008StanCorp Equities, Inc. Pension Consultantsince 2008
Skills:
Retirement, 401k, Defined Benefit, Plan Design, Pensions, Retirement Planning, Series 7
Fiduciary Society for Ethical Financial Practices
Full Profile

Marko Ungashick Overland Park, KS

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Chief Executive Officer • Partner • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • General and Operations Manager • Director of Operations • Operations Manager • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
CEO at Two West Capital Advisors LLC, Minority Partner at 102030GO, Co-Host at "Live with Rink...
Title:
CEO at Two West Advisors LLC
Location:
Overland Park, Kansas
Industry:
Financial Services
Work history:
Two West Capital Advisors LLC CEOsince Aug 2010102030GO Minority Partnersince May 2010
Full Profile

Angela Fleming Overland Park, KS

Professions & Specialties

Trust Law Attorney • Lawyer • Team Leader • Operations Manager • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Chief Executive • Business Administrator • Tour Guide • Technical Support Specialist • Software Tester • Computer Software Professional • Systems Support Specialist • Support Specialists • Computer Specialist • Software Developers • Master of Business Administration • Bachelors Degree • Psychologist • Psychology Specialist

Experience & Education

Position:
Associate and RFP Team Lead at J.P. Morgan Retirement Plan Services
Location:
Overland Park, Kansas
Industry:
Financial Services
Work history:
J.P. Morgan Retirement Plan Services Associate and RFP Team Leadsince Mar 2013J.P. Morgan Senior RFP WriterDec 2010 - Mar 2013
Skills:
Investor Relations, Communication Training, Communications Planning, Speech Writing, Financial...
..behavior while meeting plan sponsor fiduciary requirements
Full Profile

Briana Bateman Kansas City, MO

Professions & Specialties

Lawyer • Supporting Member • Counselor • Team Member • Advisor • Team Leader • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Technical Specialist • Technical Support Specialists

Experience & Education

Position:
Financial Education Strategist at J.P. Morgan, Associate at JPMorgan Retirement Plan Services
Title:
Financial Education Strategist at J.P. Morgan
Location:
Kansas City, Missouri Area
Industry:
Financial Services
Work history:
J.P. Morgan - Overland Park, KSFinancial Education Strategistsince Jan 2012JPMorgan Retirement Plan Services Associatesince Dec 2010
Skills:
Project Management, Strategic Planning, Education, Organizational Development, Process Improvement, ...
Certifications:
Series 7 License, FINRA
Series 63 License, FINRA
Personal Fiduciary Support Technician at Northern Trust Com..
Full Profile

Kelley Edwards Kansas City, MO

Professions & Specialties

Trust Law Attorney • Lawyer • Counselor • Supporting Member • Advisor • Team Member • Finance and Accounting Specialist • Pension Administrator • Accounting Bookkeeper • Bookkeeper • Compensations and Benefits • Air Transportation Worker • Human Resources Specialist • Recruitment • Secretary

Experience & Education

Position:
Retirement Plan Consultant / Investment Associate at UBS Wealth Management
Title:
Retirement Plan Consultant at UBS Wealth Management
Location:
Kansas City, Missouri
Industry:
Financial Services
Work history:
UBS Wealth Management - Kansas City, Missouri AreaRetirement Plan Consultant / Investment Associatesince Dec 2001Taylor, Perky & Parker - Overland Park, KSSr. Retirement Plan SpecialistNov 1998 - Nov 2001
Certifications:
Certified Pension Consultant (CPC), American Society of Pension Professionals & Actuaries
Chartered Retirement Plan Specialist (CRPS), College of Financial Planning
..Plan Administrator at American Fiduciary Corporation
Full Profile

Brad Kucera Overland Park, KS

Professions & Specialties

Trust Law Attorney • Lawyer • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science

Experience & Education

Position:
First Vice President at UBS
Location:
Overland Park, Kansas
Industry:
Financial Services
Work history:
UBS - Leawood, KansasFirst Vice Presidentsince 2010Morgan Stanley Smith Barney First Vice PresidentMar 2005 - Sep 2010
..AIF designation,Accredited Investment Fiduciary,from the Foundation for Fiduciary Studie..
Full Profile

Cindy Svec Kansas City, MO

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Vice President • Director • Chief Executive • Operations Manager • Region Manager • Group Manager • Marketing Manager • Marketing Administrator • Bachelor of Science • PR and Communications Professional • Area Manager • Managers • Public Relations Professinal

Experience & Education

Position:
Grand Vice President Membership at Pi Beta Phi Fraternity, Director Adult Discipleship and Missions ...
Title:
Grand Vice President Alumnae
Location:
Kansas City, Missouri Area
Industry:
Civic & Social Organization
Work history:
Pi Beta Phi Fraternity Grand Vice President Membershipsince Jul 2013Heritage United Methodist Church - Overland Park, KSDirector Adult Discipleship and Missionssince Jan 2007
Skills:
Microsoft Office, Nonprofits, Marketing, Customer Service, Marketing Communications, Time...
Languages:
French
Full Profile

Michelle Masterson Overland Park, KS

Professions & Specialties

Trust Law Attorney • Lawyer • Development Director • Produce Manager • Manager • HR Manager • Production Manager • Operations Manager • Senior Manager • Mortgage Underwriter • Insurance Professional • Underwriter • Apprentice • School Principal • School Administrator • Educational Manager • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Device Development Manager - Mobile Broadband at Sprint
Location:
Overland Park, Kansas
Industry:
Telecommunications
Work history:
Sprint Device Development Manager - Mobile Broadbandsince Apr 2011Sprint Senior Product Manager - Connection Manager SoftwareOct 2005 - Mar 2011
Custody Admistrator at Investors Fiduciary Trust Company
Full Profile

Debra Nordike Lees Summit, MO

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Administrative Associate • Contractor • Administrative Clerk • Clerical Specialist • Manager • Operations Manager • Independent Business Owners • Office Assistant • Project Manager • Construction • Security • Business Administrator • Managers • Front Office Receptionist • Office Clerk • Chief Executive Officer • Director • Chief Administrative Officer • Corporate Executive • Chief Executive • Project Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Equipment Tools Purchasing Agent • Client Service Officer • Department Store Salesperson • Retail Professional • Retail Salesperson • Physician • Hospital Care Professional • Health Professional • Health Practitioner • Customer Service • Bachelor of Business Administration • Network Systems Administrator • Computer Network Professional • Network Administrator • Property Manager • Real Estate Manager

Experience & Education

Position:
Sr Administrative Assistant at JPMorgan Chase
Title:
Sr Administrative Assistant at JPMorgan Chase (Short Term Contractor)
Location:
Lees Summit, Missouri
Industry:
Staffing and Recruiting
Work history:
JPMorgan Chase - Overland Park, KSSr Administrative Assistantsince Jul 2013Community Blood Center - Kansas City, Missouri AreaDocument Control SpecialistMar 2013 - Jul 2013
Skills:
Excel (pivot tables, formulas), Word, PowerPoint, Access, Outlook, SharePoint, Concur, Learning...
Full Profile

Bradley Ignasiak Austin, TX

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Underwriter • Account Service Manager • Client Service Officer • Customer Service • Agent • Sales Representative • Surgeon • Surgical Specialist • Physician • Representative • Market Research Analyst • Advertising Sales Agent

Experience & Education

Position:
Underwriter at TMLT
Location:
Austin, Texas
Industry:
Insurance
Work history:
TMLT - Austin, Texas AreaUnderwritersince Feb 2013Cretcher Heartland, LLC - Overland Park, KSAccount ExecutiveNov 2012 - Feb 2013
Skills:
Professional Liability, Insurance, Underwriting, Legal Liability, Liability, Property &...
Full Profile

Rob Mortensen Milwaukee, WI

Professions & Specialties

Advocate • Trust Law Attorney • Lawyer • Jurist • Legal Counsel • Relationship Manager • Account Service Manager • Client Service Officer • Manager • Operations Manager • Information Technology Specialist • IT Specialist • Model • Customer Service • Chief Executive • Customer Relations • Bachelor of Science • Business Administrator • Analysts • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Global Relationship Manager at UMB Fund Services, Engagement Manager at Thomson Reuters
Title:
Global Relationship Manager at UMB Fund Services
Location:
Greater Milwaukee Area
Industry:
Information Technology and Services
Work history:
UMB Fund Services - Milwaukee, WI 53202Global Relationship Managersince Aug 2013Thomson Reuters - Brookfield, WIEngagement Managersince Apr 2011
..Services,formerly known as Investors Fiduciary Trust Company,
Full Profile

Fiduciarys near Overland Park, KS012345Kansas CityOlatheDe Soto


Fiduciarys around Overland Park, KS

De Soto  (1)
Kansas City  (203)
Kansas City  (5)
Olathe  (3)

Fiduciarys in Kansas

Sub-specializations

Executor  (2)
Fiduciary  (28)