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Fiduciarys in Pennsylvania

Fiduciarys in Plymouth Meeting, PA

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10 results found

Dan Cooper Philadelphia, PA

Professions & Specialties

Fiduciary • Law Specialist • General Counsel • Trust Law Attorney • Lawyers • Of Counsel • Jurist • Legal Counsel • Supporting Member • Advisor • Philanthrope • Team Member • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager • Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager • Financial Officer

Experience & Education

Position:
Associate at Morgan, Lewis & Bockius LLP
Location:
Greater Philadelphia Area
Industry:
Law Practice
Work history:
Morgan, Lewis & Bockius LLP - PhiladelphiaAssociatesince Apr 2012Legacy Advisors - Plymouth Meeting, PAGeneral Counsel and Client AdvisorMay 2009 - Apr 2012
Skills:
Estate Planning, Portfolio Management, Trusts, Investments, Mergers & Acquisitions, Due...
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Justin Buchholz Philadelphia, PA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Apprentice • Recognition • Construction • Financial Director • Financial Officer • Financial Manager • Tax Accountant • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Student Worker • IT Specialist

Experience & Education

Position:
FLDP Intern at Verizon
Title:
Finance Intern at Verizon
Location:
Greater Philadelphia Area
Industry:
Accounting
Work history:
Verizon - Basking Ridge, NJFLDP Internsince Jun 2013CBIZ MHM, LLC - Plymouth Meeting, PATax InternJan 2013 - May 2013
Skills:
Microsoft Office, GAAP, Tax Preparation, Caseware, ProSystem fx Tax, Financial Accounting
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Nancy Cloran Philadelphia, PA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Marketing Manager • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Leader • Managers • IT Specialist

Experience & Education

Title:
Senior Marketing Manager [email protected]
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Wilmington Trust Company - Wilmington, DE and Villanova, PASenior Marketing Manager - Mid-Atlantic Region2007 - Aug 2011Wilmington Trust Company - Wilmington, DESenior Marketing Manager - Wealth Advisory Services2003 - 2007
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Scott Jaffe Philadelphia, PA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Judicial Law Clerk • Student Lawyer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Chief Administrative Officer • Chief Executive • Juris Doctor • Student Worker • Property Manager • Real Estate Manager

Experience & Education

Position:
Personal Trust Administrator at Christiana Trust, a division of WSFS Bank
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Christiana Trust, a division of WSFS Bank - Greenville, DelawarePersonal Trust Administratorsince May 2013Glenmede - Wilmington, DelawareWealth Advisory AssociateOct 2012 - May 2013
Certifications:
Pennsylvania State Bar
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Rieger Michael Philadelphia, PA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Director • Manager • Operations Manager • Agent • Sales Representative • Claims Examiner • Advisor

Experience & Education

Position:
Director - Insurance at Buzzi Unicem USA
Title:
Director- Insurance, Buzzi Unicem USA
Location:
Greater Philadelphia Area
Industry:
Insurance
Work history:
Buzzi Unicem USA - Bethlehem, PADirector - Insurancesince Feb 2007CNA Insurance - Reading, PAClaims Manager - Emphasis on General LiabilityOct 2005 - Feb 2007
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Robert Gibson Philadelphia, PA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Financial Officer • Financial Manager

Experience & Education

Position:
Investment Advisor Representative at Centurion Group
Title:
Corporate Retirement Plan Advisor
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Centurion Group - Plymouth Meeting, PAInvestment Advisor Representativesince Apr 2012The Beacon Group Investment Advisor RepresentativeJun 2010 - Apr 2012
Skills:
Pensions, Profit Sharing, Retirement, 401k, Employee Benefits, Series 65, Investment Advisory,...
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John Sklencar Philadelphia, PA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Founder • Founding Member • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager • Community Service Manager • Model • Bachelor of Science • Automotive Specialist • Automotive Professional • Government Administration Professional • Sales Representative • Student Worker • School Administrator • Educational Manager

Experience & Education

Position:
Founder & Chief Financial Advisor at Physicans Private Client Group, Financial Advisor at FSC...
Title:
Founder & Chief Financial Advisor
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Physicans Private Client Group - Plymouth Meeting, PaFounder & Chief Financial Advisorsince Dec 2010FSC Securities Corporation - Plymouth Meeting, PAFinancial Advisorsince Nov 1995
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Kristen Sauers Philadelphia, PA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Certified Public Accountant • Chief Accountant • Accounting Bookkeeper • Bookkeeper • Account Manager • Construction • Philanthrope • Non-Profit • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Animal Breeder • Animal Care Technician • Animal Care Giver • Animal Caretaker • Bachelor of Business Administration • Software Developers

Experience & Education

Position:
CPA at Ochotny CPAs
Title:
CPA
Location:
Greater Philadelphia Area
Industry:
Accounting
Work history:
Ochotny CPAs CPAPritchard, Beiler, Gruver & Willison, P.C. - Colmar, PASenior AccountantNov 2011 - Jul 2012
Certifications:
Certified Public Accountant, Pennsylvania
Real Estate Salesperson (Inactive), Pennsylvania
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Michael Mckale Philadelphia, PA

Professions & Specialties

Trust Law Attorney • Lawyers • Chief Accountant • Accounting Clerk • Accounts Payable • Accounts Payable Specialist • Account Manager • Accounting Bookkeeper • Bookkeeper • Counselor • Supporting Member • Advisor • Team Member • Manager • Operations Manager • Chief Executive • Biologist • Biological Scientist

Experience & Education

Position:
Senior Accountant at Kreischer Miller
Location:
Greater Philadelphia Area
Industry:
Accounting
Work history:
Kreischer Miller - Horsham, PASenior Accountantsince 2007Genaera Corporation - Plymouth Meeting, PAAccounting Manager2007 - 2007
corporate and fiduciary income tax returns
Full Profile

Barbara Rushing Philadelphia, PA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Counselor • Management Consultant • Advisor • Management Analyst • Analysts • Owner • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers • Non-Profit • Operations Manager • Region Manager • Psychologist • Bachelor of Arts • Client Service Officer • Sales Representative • Customer Service • Psychology Specialist

Experience & Education

Position:
Owner at Wealth Planning and Product Management Consultant
Title:
Wealth Planning Consultant
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Wealth Planning and Product Management Consultant - Audubon, PAOwnersince Jan 2013First Niagara Financial Group - Plymouth Meeting, PAVice President and SeniorTrust OfficerJan 2011 - Dec 2012
Skills:
Strategic Financial Planning, Investments
Full Profile

Fiduciarys near Plymouth Meeting, PA0150300450600750PhiladelphiaWayneConshohockenHorshamFort WashingtonBlue BellNorristownLansdaleValley ForgeDresher


Fiduciarys around Plymouth Meeting, PA

Ardmore  (1)
Blue Bell  (6)
Colmar  (1)
Conshohocken  (10)
Devon  (2)
Dresher  (2)
Hatfield  (2)
Haverford  (1)
Horsham  (7)
Lansdale  (4)
Norristown  (6)
North Wales  (1)
Philadelphia  (747)
Valley Forge  (3)
Wayne  (27)
West Point  (1)
Willow Grove  (1)

Fiduciarys in Pennsylvania

Sub-specializations

Executor  (1)
Fiduciary  (10)