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Fiduciarys in Maine

Fiduciarys in Portland, ME

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66 results found

Carolyn Wollen Portland, ME

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Philanthrope • Team Member • Non-Profit

Experience & Education

Office:
Verrill Dana LLP
One Portland Square, Portland, ME 04112
Phone:
(207) 253-4814 (Phone)
Specialties:
Private Clients & Fiduciary Services, Nonprofit & Tax-Exempt Organizations
ISLN:
901748797
Admitted:
1975, New York, 1990, Maine
Biography:
As an estate planning attorney, Carolyn has survived more tax reform acts than she cares to...
Full Profile

Sarah Coburn Portland, ME

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Magistrate • Student Lawyer • Justice of The Peace • Administrative Court Justice • Administrative Law Attorney • Of Counsel • Jurist • Legal Counsel • Board Member • Partner • Management Team Executive • Operations Manager • Chief Executive

Experience & Education

Office:
Verrill Dana LLP
One Portland Square, Portland, ME 04112
Phone:
(207) 253-4836 (Phone)
Specialties:
Private Clients & Fiduciary Services
ISLN:
918440936
Admitted:
2005, Maine
Biography:
Sarah Coburn serves clients in the Private Clients& Fiduciary Services Department. Sarah's current...
Full Profile

Jacqueline Rider Portland, ME

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • District Attorney • Psychologist • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Director • Treasurer • Chief Executive • Operations Manager • Financial Officer • Financial Manager • Program Coordinator • Managers • Psychology Specialist

Experience & Education

Office:
Verrill Dana LLP
One Portland Square, Portland, ME 04112
Phone:
(207) 253-4612 (Phone)
Specialties:
Private Clients & Fiduciary Services, Higher Education
ISLN:
900541894
Admitted:
1993, Maine and U.S. District Court, District of Maine, 1996, U.S. Court of Appeals, First Circuit
Biography:
Jackie practices in all aspects of probate litigation, estate planning, probate administration, and ...
Full Profile

Susan Steiner Portland, ME

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Office:
Verrill Dana LLP
One Portland Square, Portland, ME 04112
Phone:
(207) 253-4810 (Phone), (207) 253-4811 (Fax)
Specialties:
Private Clients & Fiduciary Services
ISLN:
909782878
Admitted:
1994, Maine
Biography:
Susan works with clients to help them plan for life's transitions, including marriage, with...
Full Profile

Mary Mcquillen Portland, ME

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Operations Manager

Experience & Education

Office:
Verrill Dana LLP
One Portland Square, Portland, ME 04112
Phone:
(207) 253-4816 (Phone)
Specialties:
Private Clients & Fiduciary Services, Higher Education
ISLN:
904900055
Admitted:
1988, New York, 1991, Maine
Biography:
Mary McQuillen haspracticed law in the trusts and estates area continuously since 1987, both in...
Full Profile

I. Ploss Portland, ME

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Accounting Bookkeeper • Bookkeeper • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Office:
Preti, Flaherty, Beliveau & Pachios, LLP
Portland, ME 04112
Phone:
(207) 791-3000 (Phone), (207) 791-3111 (Fax)
Specialties:
Trusts and Estates, Taxation
ISLN:
901684002
Admitted:
1990, Pennsylvania, 1991, New Jersey, Florida and U.S. District Court, Eastern District of Pennsylvania
Biography:
Certified Public Accountant (Georgia), Certified Financial Planner (CFP®) (Also at Bedminster, ...
Full Profile

Kurt Klebe Portland, ME

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Executive • Spokesperson • Representative

Experience & Education

Office:
Verrill Dana LLP
One Portland Square, Portland, ME 04112
Phone:
(207) 253-4806 (Phone)
Specialties:
Private Clients & Fiduciary Services, Nonprofit & Tax-Exempt Organizations
ISLN:
910055978
Admitted:
1995, Maine, 1998, U.S. Tax Court
Biography:
Kurt E. Klebe focuses his practicein all aspects of estate planning, probate administration and...
Full Profile

Gregory Foster Portland, ME

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Spokesperson • Representative • Operations Manager

Experience & Education

Office:
Verrill Dana LLP
One Portland Square, Portland, ME 04112
Phone:
(207) 253-4804 (Phone)
Specialties:
Business & Corporate, Private Clients & Fiduciary Services
ISLN:
907325206
Admitted:
1973, Maine, 1986, U.S. Tax Court
Biography:
Gregory L. Foster's practice concentrates on tax, estate and business planning issues and...
Full Profile

R. Ivy Portland, ME

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Office:
Jensen Baird Gardner & Henry
Ten Free Street, Portland, ME 04112
Phone:
(207) 775-7271 (Phone), (207) 775-7935 (Fax)
Specialties:
Estate Planning, Estate Administration
ISLN:
906237357
Admitted:
1989, Maine, 1993, U.S. Tax Court
Full Profile

Philip Hunt Portland, ME

Professions & Specialties

Conservator • Fiduciary • Lawyers • Trust Law Attorney • Executive Compensation • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Security

Experience & Education

Office:
Perkins Thompson Attorneys & Counselors at Law
One Canal Plaza, 9Th Floor, Portland, ME 04112
Phone:
(207) 774-2635 (Phone), (207) 871-8026 (Fax)
Specialties:
Elder Rights, Elder Law
ISLN:
906299522
Admitted:
1975, Maine and U. S. District Court, District of Maine, 1976, U.S. Court of Military Appeals
Military:
Major, U.S. Air Force, 1976-1996
Biography:
Phi Beta Kappa. Listed in The Best Lawyers in America, 1999 to date, in the field of Trusts and...
Full Profile

Deborah Mann Portland, ME

Professions & Specialties

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

Experience & Education

Office:
Jensen Baird Gardner & Henry
Ten Free Street, Portland, ME 04112
Phone:
(207) 775-7271 (Phone), (207) 775-7935 (Fax)
Specialties:
Commercial Litigation, Real Estate Litigation
ISLN:
905203704
Admitted:
1979, District of Columbia, 1980, U.S. Court of International Trade
Full Profile

Paul Mcdonald Portland, ME

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chairperson • Chief Administrative Officer • General Partner • Partner • Owner • Board Member • Chief Executive • Management Team Executive • Operations Manager • Presenter • Author • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Buyer • Buyer and Seller • Sales Representative • Supporting Member • Office Runner • Team Member • Courier • Secretary • Wrestler • Prize Fighter • Professional Athlete • Sports Person • Athletes

Experience & Education

Office:
Bernstein Shur
100 Middle Street, Portland, ME 04104
Phone:
(207) 228-7260 (Phone)
Specialties:
Complex Commercial Litigation, Insurance Coverage Litigation
ISLN:
904998809
Admitted:
1987, New York and New Jersey, 1988, Pennsylvania
Biography:
Paul McDonald is a shareholder and the chair of the Litigation Practice Group. Paul concentrates...
Full Profile

Eric Altholz Portland, ME

Professions & Specialties

General Counsel • Trust Law Attorney • Lawyers • Of Counsel • Jurist • Legal Counsel • Executive Compensation • Chief Executive • Chairperson • Chief Administrative Officer • Partner • Physician • Agent • Buyer • Equipment Tools Purchasing Agent • Sales Representative • Buyer and Seller • Department Store Salesperson • Retail Professional • Retail Salesperson • Non-Profit • Advisor • Counselor • Medical Practice Professional • Medical Practitioner

Experience & Education

Office:
Verrill Dana LLP
One Portland Square, Portland, ME 04112
Phone:
(207) 253-4908 (Phone), (207) 774-7499 (Fax)
Specialties:
Employee Benefits & Executive Compensation, Health Care
ISLN:
909466730
Admitted:
1988, New York, 1991, Maine
Biography:
Eric counsels employers in a wide variety of employee benefit and executive compensation matters,...
and fiduciary compliance
Full Profile

George Burns Portland, ME

Professions & Specialties

Fiduciary • Mediator • Arbitrator • Chief Judge • Lawyers • Trust Law Attorney • Referee • Judge • Partner • Director • Chief Executive • Operations Manager • Construction • Representative • Counselor • Advisor • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • General Contractor • Construction Manager

Experience & Education

Office:
Bernstein Shur
100 Middle Street, Portland, ME 04104
Phone:
(207) 228-7127 (Phone)
ISLN:
908656132
Admitted:
1973, New York, 1978, Maine
Biography:
George Burns was born in Boston, Massachusetts, raised in Maine, and is admitted to practice in...
Full Profile

Scot Draeger Portland, ME

Professions & Specialties

Law Specialist • Legal Counsel • Fiduciary • Corporate Counsel • General Counsel • Commissioner • Lawyers • Trust Law Attorney • Of Counsel • Jurist • Mediator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Leader • Recognition • Managers • Board Member • Senior Vice President • Director • Chairperson • Management Team Executive • Operations Manager • Vice President • Chief Executive • Psychologist • School Principal • Associate Professor • School Administrator • Educational Manager • Lecturer • Postsecondary Teacher • Psychology Specialist

Experience & Education

Office:
Bernstein Shur
100 Middle Street, Portland, ME 04104
Phone:
(207) 228-7336 (Phone)
Specialties:
Securities Law
ISLN:
916358929
Admitted:
2000, Maine and District of Columbia
Biography:
Scot Draeger is Bernstein Shur's practice group leader for the Securities and Financial Services...
Full Profile

Robert Keach Portland, ME

Professions & Specialties

Lawyers • Fiduciary • Trust Law Attorney • Author • Guide • Tour Guide • Chairman of the Board • General Partner • Partner • Chairperson • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Office:
Bernstein Shur
100 Middle Street, Portland, ME 04104
Phone:
(207) 228-7334 (Phone)
Specialties:
Bankruptcy, Commercial Litigation
ISLN:
905987444
Admitted:
1980, Maine, 1994, Massachusetts
Biography:
Bob Keach is co-chair of Bernstein Shur's Business Restructuring and Insolvency Practice Group. ...
Full Profile

Thomas Sheehan Portland, ME

Professions & Specialties

Law Specialist • Legal Counsel • Fiduciary • General Counsel • Lawyers • Trust Law Attorney • Of Counsel • Jurist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychologist • Director • Director of Business Development • Operations Manager • Business Development Manager • Psychology Specialist

Experience & Education

Office:
Bernstein Shur
100 Middle Street, Portland, ME 04104
Phone:
(207) 774-1200 (Phone)
Specialties:
Securities Law
ISLN:
903795935
Admitted:
1980, District of Columbia, 2010, Maine
Biography:
Tom Sheehan is a member of Bernstein Shur's Business Law Practice Group and its Securities and...
Full Profile

Gregg Ginn Portland, ME

Professions & Specialties

Fiduciary • Lawyers • Trust Law Attorney • Executive Compensation • Chief Executive • Chairperson • Board Member • Management Team Executive • Operations Manager • Human Resources Specialist • Recruitment • Insurance Actuary • Statistician

Experience & Education

Office:
Verrill Dana LLP
One Portland Square, Portland, ME 04112
Phone:
(207) 253-4900 (Phone)
Specialties:
Employee Benefits, Executive Compensation
ISLN:
907083359
Admitted:
1981, Maine
Military:
Capt., USAF (1971-1978)
Biography:
Gregg advises clients on federal laws and regulations governing employee benefit plans and...
Full Profile

Daniel Murphy Portland, ME

Professions & Specialties

Law Specialist • Fiduciary • Law Clerk • Chief Judge • Judge • Lawyers • Trust Law Attorney • Judicial Law Clerk • Editor • Guide • Business Administrator • Volunteer • Tour Guide • Non-Profit • Board Member • Operations Manager • Management Team Executive

Experience & Education

Office:
Bernstein Shur
100 Middle Street, Portland, ME 04104
Phone:
(207) 228-7120 (Phone)
Specialties:
Litigation
ISLN:
917632707
Admitted:
2002, Massachusetts, 2003, Maine
Biography:
Dan Murphy is a member of Bernstein Shur's Litigation Practice Group and Business Law Practice...
Full Profile

Kimberly Couch Portland, ME

Professions & Specialties

Trust Law Attorney • Lawyers • Executive Compensation • Chief Executive • Board Member • Management Team Executive • Operations Manager • Rabbi • Leader • Supporting Member • Clergy • Managers • Team Member • Skier • Athletes • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Office:
Verrill Dana LLP
One Portland Square, Portland, ME 04112
Phone:
(207) 253-4902 (Phone)
Specialties:
Employee Benefits, Executive Compensation
ISLN:
908165542
Admitted:
1985, Maryland, 1985, U.S. District Court for the District of Maryland
Biography:
Kim has practiced exclusively in the area of employee benefits and executive compensation. She...
counsel them on their fiduciary duties under ERISA
Full Profile

Steven Gerlach Portland, ME

Professions & Specialties

Law Specialist • Fiduciary • Attorney General • Lawyers • Trust Law Attorney • Adjunct Instructor • Lecturer • Postsecondary Teacher • Executive Compensation • Chief Administrative Officer • Board Member • Chairperson • Chief Executive • Management Team Executive • Operations Manager • Psychologist • Non-Profit • Apprentice • Singer • Musicians • Psychology Specialist • Student Worker

Experience & Education

Office:
Bernstein Shur
100 Middle Street, Portland, ME 04104
Phone:
(207) 228-7128 (Phone)
Specialties:
Taxation, Employee Benefits
ISLN:
919067996
Admitted:
2006, Maine, U.S. Tax Court
Biography:
Steve is a member of the Labor and Employment Practice Group and an adjunct member of the Business...
Full Profile

Lisa Boehm Portland, ME

Professions & Specialties

Trust Law Attorney • Lawyers • Executive Compensation • Chief Executive • Chairperson • Supporting Member • Security • Team Member • Sports Trainer • Sports Trainers • Insurance Actuary • Statistician

Experience & Education

Office:
Verrill Dana LLP
One Portland Square, Portland, ME 04112
Phone:
(207) 253-4904 (Phone), (207) 774-7499 (Fax)
Specialties:
Employee Benefits, Executive Compensation
ISLN:
903819808
Admitted:
1988, Maine
Biography:
Lisa advises clients onemployee benefits and executive compensation matters. Since joining the firm ...
and ERISA fiduciary duties and responsibilities
Full Profile

Jonathan Dunitz Portland, ME

Professions & Specialties

Jurist • Legal Counsel • Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Counselor • Guide • Advisor • Tour Guide • Author • Certified Nurse Aide • Nurse • Nurse Practitioner • Photographer

Experience & Education

Office:
Verrill Dana LLP
One Portland Square, Portland, ME 04112
Phone:
(207) 253-4478 (Phone)
Specialties:
Litigation & Trial, Family Law
ISLN:
900499065
Admitted:
1993, Maine and U.S. District Court, District of Maine, 2004, U.S. Court of Appeals, First Circuit
Biography:
Jonathan's intuitive, strategic and analytic approach to difficult legal issues is an integral part ...
breach of fiduciary duty and business valuation and profits
Full Profile

Kenneth Ginder Portland, ME

Professions & Specialties

Law Clerk • Trial Court Judge • Judge • Chief Judge • Trust Law Attorney • Lawyers • Judicial Law Clerk • Executive Compensation • Chief Executive • Insurance Actuary • Statistician • Independent Contractor • Contractor • Independent Business Owners

Experience & Education

Office:
Verrill Dana LLP
One Portland Square, Portland, ME 04112
Phone:
(207) 253-4912 (Phone)
Specialties:
Employee Benefits, ERISA
ISLN:
900859111
Admitted:
1991, Maine, 1993, Massachusetts
Biography:
Ken handles matters in all areas of employee benefits, including retirement plans, welfare plans,...
and before the DOL under its Voluntary Fiduciary Correction Program,VFCP,and Delinquent F..
Full Profile

Michael Hahn Portland, ME

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Security • Author

Experience & Education

Office:
Eaton Peabody
One Portland Square, 7Th Floor, Portland, ME 04101
Phone:
(207) 430-8895 (Phone)
Specialties:
Commercial Finance, Business Law
ISLN:
913237418
Admitted:
1999, New York, 2000, New Jersey
Biography:
Michael Hahn is a corporate finance attorney focused on commercial lending, acquisition financing...
Full Profile

Leonard Gulino Portland, ME

Professions & Specialties

Fiduciary • Law Clerk • Judge • Trust Law Attorney • Lawyers • Judicial Law Clerk • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Juris Doctor • Master of Business Administration • Representative • Lecturer • Postsecondary Teacher • Author • Chairperson • Chief Executive

Experience & Education

Office:
Bernstein Shur
100 Middle Street, Portland, ME 04104
Phone:
(207) 774-1200 (Phone)
ISLN:
906821242
Admitted:
1985, Massachusetts and New York, 1987, Maine
Biography:
Len Gulino is a member of the Business Restructuring and Insolvency and Litigation Practice. He has ...
Full Profile

Daniel Murphy Portland, ME

Professions & Specialties

Law Clerk • Chief Judge • Judicial Law Clerk • Judge • Trust Law Attorney • Lawyers • Bachelor of Arts • Psychology Specialist

Experience & Education

Company:
Bernstein Shur
Address:
100 Middle Street, West Tower Po Box 9729, Portland, ME 04104
Phone:
(207) 228-7120 (Office)
Specialties:
Litigation - 70%
Business - 30%
Licenses:
Maine - Authorized to practice law     2003
Massachusetts - Active     2002
Experience:
Law Clerk, Chief Justice Leigh I. Saufley at Maine Supreme Judicial Court     2002-2003
School:
University of Maine School of Law     2002
Degree:
J.D. - Juris Doctor, magna cum laude - Law
School:
Saint Michael's College     1993
Degree:
B.A. - Bachelor of Arts, History; Phi Alpha Theta Honor Society
Awards:
AV Rating -- Preeminent Peer Rating - Martindale-Hubbell     2013
Business Litigation --New England Rising Star - Super Lawyers Magazine     2012
Associations:
Cleaves Law Library - Board of Directors     2008-present
Maine Bar Journal - Board of Editors     2006-present
Full Profile

Eric Saunders Portland, ME

Professions & Specialties

Law Specialist • Fiduciary • Lawyers • Trust Law Attorney • Executive Compensation • Partner • Chief Executive • Psychologist • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Psychology Specialist

Experience & Education

Office:
Bernstein Shur
100 Middle Street, Portland, ME 04104
Phone:
(207) 228-7256 (Phone)
Specialties:
Corporate Law, Health Law
ISLN:
904029374
Admitted:
1973, Maine
Biography:
Eric Saunders is a shareholder in Bernstein Shur's Business Law Practice Group. He has a varied...
Full Profile

Leonard Nelson Portland, ME

Professions & Specialties

Fiduciary • General Counsel • Trust Law Attorney • Lawyers • Of Counsel • Jurist • Legal Counsel • Construction • Advisor • Director • Chairperson • Operations Manager • Chief Executive

Experience & Education

Office:
Bernstein Shur
100 Middle Street, Portland, ME 04104
Phone:
(207) 774-1200 (Phone)
ISLN:
904195901
Admitted:
1960, Maine, U.S. District Court, District of Maine
Biography:
Mr. Nelson joined Bernstein & Bernstein, the predecessor to Bernstein, Shur, Sawyer & Nelson upon...
Full Profile

J. Wallace Portland, ME

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Associate Professor • Lecturer • Postsecondary Teacher • Board Member • Chairperson • Management Team Executive • Operations Manager • Chief Executive

Experience & Education

Office:
Bernstein Shur
100 Middle Street, Portland, ME 04104
Phone:
(207) 228-7168 (Phone)
Specialties:
Estate Planning, Estate and Trust Administration
ISLN:
916269140
Admitted:
2001, Maine, 2002, Massachusetts
Biography:
J. Colby Wallace is a shareholder and member of the Trusts and Estates Practice Group. Colby's...
Full Profile

John Carpenter Portland, ME

Professions & Specialties

Law Specialist • General Counsel • Fiduciary • Lawyers • Of Counsel • Jurist • Legal Counsel • Trust Law Attorney • Carpenter • Carpentry Worker • Psychologist • Advisor • Non-Profit • Chairperson • Director • Chief Executive • Operations Manager • Psychology Specialist

Experience & Education

Office:
Bernstein Shur
100 Middle Street, Portland, ME 04104
Phone:
(207) 774-1200 (Phone)
Specialties:
Business Transactions and Financing, Mergers and Acquisitions
ISLN:
908524721
Admitted:
1984, Maine, U.S. District Court, District of Maine
Biography:
John Carpenter is a member of the firm's Business Law Practice Group. He provides strategic...
Full Profile

Leonard Cole Portland, ME

Professions & Specialties

Legal Counsel • Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Position:
Attorney at Cole Nonprofits Law LLC
Location:
Portland, Maine Area
Industry:
Legal Services
Work history:
Cole Nonprofits Law LLC - Portland, Maine AreaAttorneysince Sep 2012Preti Flaherty LLP - Portland, Maine AreaAttorney2008 - Sep 2012
Full Profile

Amelia Kurtz Portland, ME

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Chief Executive • Model • Guide • Tour Guide • Juris Doctor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President, Wealth Management at Bangor Savings Bank
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
Bangor Savings Bank - Portland, Maine AreaVice President, Wealth Managementsince Mar 2013Key Private Bank Vice PresidentOct 2006 - Mar 2013
Skills:
Compliance, Wealth Management, Fundraising, Non-profits, Trusts, Estate Planning, Investments,...
Full Profile

Jim Robbins Portland, ME

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Development Director • Chairperson • Chief Executive • HR Manager • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
VP Senior Development Officer at Bangor Savings Bank
Title:
Senior Development Officer Wealth Management Group
Location:
Portland, Maine Area
Industry:
Banking
Work history:
Bangor Savings Bank VP Senior Development Officersince Feb 2011World Vision Liaison to PresidentJan 2009 - Sep 2009
Full Profile

Justin Van Til Portland, ME

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Executive Officer • Director • Co-Founder • Founder • Corporate Executive • Chief Executive • Operations Manager • Founding Member • School Principal • School Administrator • Educational Manager • Construction • Advisor • Investor • Information Technology Specialist • IT Specialist • Bookkeeper

Experience & Education

Position:
Chief Executive Officer at OverlayViews, Director, Co-Founder at Gold Frontiers Inc., Founder,...
Title:
Chief Executive Officer of OverlayViews
Location:
Portland, Maine
Industry:
Information Technology and Services
Work history:
OverlayViews - Portland MEChief Executive Officersince Mar 2013Gold Frontiers Inc. - Portland MEDirector, Co-Foundersince May 2013
Full Profile

Ann Town Portland, ME

Professions & Specialties

Fiduciary • Conservator • Trust Law Attorney • Lawyers • Director of Operations • Owner • Operations Manager • Chief Executive • Representative • Advisor • Hospital Care Professional • Health Professional • Health Practitioner • Services Professional • Sales and Service Specialist • Property Manager • Real Estate Manager

Experience & Education

Position:
Business & Operations Director at Malone Commercial Brokers, Owner at A.T. Business Solutions, LLC
Title:
Business & Operations Director at Malone Commercial Brokers
Location:
Portland, Maine Area
Industry:
Accounting
Work history:
Malone Commercial Brokers - Portland, Maine AreaBusiness & Operations Directorsince Dec 2008A.T. Business Solutions, LLC Ownersince May 2006
Skills:
Financial Management, Personal Finance, Fiduciary, Conservatorships, Managerial Finance
Full Profile

Patti Miller Portland, ME

Professions & Specialties

Paralegal • Litigation Support Specialist • Fiduciary • Law Specialist • Trust Law Attorney • Lawyers • Medical Record Transcriber • Medical Transcriptionist • Clinical Data Management Professional • Health Information Specialist • Healthcare Support

Experience & Education

Position:
Estate Administrator/Paralegal at Verrill Dana, LLP
Title:
Estate Administrator at Verrill Dana, LLP
Location:
Portland, Maine Area
Industry:
Law Practice
Work history:
Verrill Dana, LLP - Portland, Maine AreaEstate Administrator/Paralegalsince Jun 1998Robinson & Schwab, LLP ParalegalJun 1995 - Jul 1997
Full Profile

Matthew Dennett Portland, ME

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Supporting Member • Team Member • Agent • Sales Representative • Manager • Operations Manager

Experience & Education

Position:
Associate Agent at Foreside Insurance Group
Location:
Portland, Maine Area
Industry:
Insurance
Work history:
Foreside Insurance Group - Falmouth, MEAssociate Agentsince Oct 2011Nationwide Insurance - Portland, Maine AreaCommercial Lines ManagerAug 2009 - Jan 2013
Skills:
Property & Casualty Insurance, Insurance, Workers Compensation, Life Insurance, Liability,...
Certifications:
Property & Casualty Producer, State of Maine Bureau of Insurance
Life & Health Producer, State of Maine Bureau of Insurance
Full Profile

Joshua Spooner Portland, ME

Professions & Specialties

Fiduciary • Corporate Counsel • General Counsel • Law Specialist • Trust Law Attorney • Lawyers • Legal Counsel • Of Counsel • Jurist • Partner • Chief Executive • Investor • Supporting Member • Team Member • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Underwriter

Experience & Education

Position:
Partner at Bachelder & Dowling, P.A.
Location:
Portland, Maine Area
Industry:
Law Practice
Work history:
Bachelder & Dowling, P.A. - Portland MainePartnersince Mar 2005McKee Nelson - Washington, D.C.AssociateMay 2001 - May 2004
Full Profile

Barbara Harvey Portland, ME

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Treasurer • Chairperson • Financial Officer • Financial Manager • Chief Executive • Secretary • Nurse Practitioner

Experience & Education

Position:
Board of Trustees at Friends of the Blaine House, Treasurer at Maine Federation of Republican...
Title:
Board of Trustees at Friends of the Blaine House
Location:
Portland, Maine Area
Industry:
Higher Education
Work history:
Friends of the Blaine House - Augusta, MaineBoard of Trusteessince Jan 2013Maine Federation of Republican Women - Maine, state-wideTreasurersince Nov 2012
Skills:
Fundraising, Non-profits, Community Outreach, Grant Writing, Program Development, Research, Public...
Languages:
Russian, French, Latin, Germanic languages
Full Profile

John Loyd Portland, ME

Professions & Specialties

Lawyers • Fiduciary • Law Specialist • Trust Law Attorney • Partner • Chief Administrative Officer • Director • Chairperson • Chief Executive • Operations Manager • Psychologist • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Advisor • Project Development Specialist • Moderator • Apprentice • Guide • Skilled Professional • Tour Guide • Sewer • Psychology Specialist • Student Worker

Experience & Education

Position:
Partner at Eaton Peabody
Location:
Portland, Maine Area
Industry:
Law Practice
Work history:
Eaton Peabody - Augusta, Bangor, Brunswick, EllsworthPartnersince May 2000
Full Profile

R. Thing Portland, ME

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • School Principal • School Administrator • Educational Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Financial Director • Financial Officer • Financial Manager • Chief Executive • Biotechnology Professional • Biologist • Biological Scientist • Property Manager • Real Estate Manager • Water Transportation Worker

Experience & Education

Position:
Principal at Thing Professional Association
Location:
Portland, Maine Area
Industry:
Accounting
Work history:
Thing Professional Association Principalsince Oct 2010FHC, Inc. Chief Financial OfficerJul 2004 - Sep 2010
Skills:
Medical Device Manufacturing, Managerial Accounting, Strategic Planning
Full Profile

Michelle Doyle Portland, ME

Professions & Specialties

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

Experience & Education

Position:
. at Law Offices of Robert E. Danielson
Title:
at Law Offices of Robert E. Danielson
Location:
Portland, Maine Area
Industry:
Law Practice
Work history:
Law Offices of Robert E. Danielson .since Oct 2004Drummond Woodsum & MacMahon Probate ParalegalJun 2001 - Aug 2004
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Karen Searle Portland, ME

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • School Principal • School Administrator • Educational Manager • Certified Public Accountant • Income Tax Preparer • Accounting Bookkeeper • Bookkeeper • Tax Preparer • Tax Accountant • Chairperson • Treasurer • Chief Executive • Financial Officer • Financial Manager

Experience & Education

Position:
CPA at Cummings Lamont & McNamee, P.A., Principal at Cummings Lamont & McNamee, P.A.
Title:
Principal at Cummings Lamont & McNamee, P.A.
Location:
Portland, Maine Area
Industry:
Accounting
Work history:
Cummings Lamont & McNamee, P.A. CPAsince May 1983Cummings Lamont & McNamee, P.A. Principalsince May 1983
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Matt Freedman Portland, ME

Professions & Specialties

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

Experience & Education

Position:
Realtor at Prudential Northeast Properties
Location:
Portland, Maine Area
Industry:
Real Estate
Work history:
Prudential Northeast Properties - 386 Bridgton Rd. Westbrook MaineRealtorsince Feb 2013Ingraham Mobile CrisisJul 2007 - Feb 2013
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Chip Harris Portland, ME

Professions & Specialties

Lawyers • Owner • Chief Executive

Experience & Education

Position:
Owner at Kilbride & Harris Insurance Services, LLC
Title:
Owner, Kilbride & Harris Insurance Services, LLC
Location:
Portland, Maine Area
Industry:
Insurance
Work history:
Kilbride & Harris Insurance Services, LLC Ownersince Mar 2000
Skills:
Insurance, General Insurance, Commercial Insurance, Commercial Lines, Property & Casualty...
Fiduciary Liability
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Christine Fecko Portland, ME

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Counselor • Non-Profit • Advisor • Business Administrator • Apprentice • Managers • Educator • Adjunct Instructor • Education Professional • Instructor • Lecturer • Postsecondary Teacher • Chairperson • Operations Manager • Chief Executive • Research Assistant • Researcher • Survey Researcher • Psychologist • Master of Social Work • Hospital Care Professional • Occupational Therapist • Student Worker • Psychology Specialist • Health Professional • Health Practitioner

Experience & Education

Position:
Counselor at Child Development Center, Waban Project
Location:
Portland, Maine Area
Industry:
Mental Health Care
Work history:
Child Development Center, Waban Project Counselorsince Aug 2009Kennebunk Beach Improvement Association Program AdministratorJun 2006 - Jun 2009
Skills:
Nonprofits, Program Development, Grant Writing, Policy, Community Development, Staff Development,...
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John Walters Portland, ME

Professions & Specialties

Trust Law Attorney • Lawyers • Chief Operating Officer • Chairperson • Board Member • General and Operations Manager • Director of Operations • Operations Manager • Chief Executive • Management Team Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Agent • Sales Representative • Vice President • Corporate Executive

Experience & Education

Title:
Investment Management & Financial Advisory Executive
Location:
Portland, Maine Area
Industry:
Investment Management
Work history:
Hartford Life President and Chief Operating Officer2007 - 2010Hartford Life President, U.S. Wealth Management2006 - 2007
Skills:
Mutual Funds, Wealth Management, Financial Advisory, Relationship Management, Retirement,...
..strong sub-adviser oversight and fiduciary platform
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David Hanson Portland, ME

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Representative • Finance and Accounting Specialist • Account Manager • Accounting Bookkeeper • Bookkeeper • Business Administrator • Bachelors Degree • Financial Services Professional • Financial Services Sales Agent • Sales Representative • Operations Manager

Experience & Education

Position:
Registered Representative of IIS Financial Services/Investors Capital at Securities offered through ...
Title:
Registered Representative at IIS Financial/Investors Capital
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
Securities offered through Investors Capital Corp. Member FINRA/SIPC. 6 Kimball Ln, Lynnfield MA - Portland and Augusta MaineRegistered Representative of IIS Financial Services/Investors Capitalsince Aug 2009Brown Brothers Harriman and Eaton Vance - BostonAccount ManagerJan 2006 - Aug 2009
Skills:
Retirement Planning, Life Insurance, Wealth Management, Securities, Series 63, Alternative...
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Carl Gagnon Portland, ME

Professions & Specialties

Assistant Vice President • Chief Administrative Officer • Director • Vice President • Chief Executive • Operations Manager • Customer Service • Client Service Officer • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Human Resources Specialist • Recruitment • Fisher

Experience & Education

Position:
Assistant Vice President - Retirement Programs at Unum
Title:
AVP Retirement Programs at Unum
Location:
Portland, Maine Area
Industry:
Insurance
Work history:
Unum Assistant Vice President - Retirement Programssince Aug 2005Apogent Technologies - Fisher Scientific Director of Benefits and CompensationJan 2000 - Jul 2005
Languages:
English, French
Fiduciary Benefit Consultant at Independent Fiduci..
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