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Fiduciarys in Rhode Island

Fiduciarys in Providence, RI

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61 results found

Michael Marino Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Office:
Plourde, Bogue, Moylan + Marino, LLP
50 Exchange Terrace, Suite 320, Providence, RI 02903
Phone:
(401) 453-0550 (Phone)
Specialties:
Tax Litigation, Civil Litigation
ISLN:
914713256
Admitted:
1999, Massachusetts, 2000, Rhode Island, U.S. District Court, District of Massachusetts and U.S. District Court, District of Rhode Island
Military:
Captain, U.S. Army; Military Intelligence Officer; Airborne Infantry Officer
Biography:
Member: Boston Tax Institute Conducting Seminars; Bryant University Professor for MST Program.
Full Profile

Richard Fil Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Moderator • Advisor • Environmental Services Professional • Environmentalist • Physical Scientist • Physicist • Management Team Executive • Operations Manager

Experience & Education

Office:
Robinson & Cole LLP
One Financial Plaza, Suite 1430, Providence, RI 02903
Phone:
(401) 709-3329 (Phone)
Specialties:
Environmental, Finance
ISLN:
910257907
Admitted:
1994, Pennsylvania and Connecticut, 2003, New York
Biography:
Rich Fil practices in our Providence and Hartford offices, where his environmental practice is...
Full Profile

Mark Freel Providence, RI

Professions & Specialties

Lawyers • Fiduciary • Trust Law Attorney • Guide • Construction • Contractor • Tour Guide • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Executive Compensation • Board Member • Chief Executive • Management Team Executive • Operations Manager • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Certified Nurse Aide • Nurse • Nurse Practitioner • Independent Business Owners

Experience & Education

Office:
Edwards Wildman Palmer LLP
2800 Financial Plaza, Providence, RI 02903
Phone:
(401) 276-6681 (Phone)
Specialties:
Trade Secrets, Covenants Not to Compete
ISLN:
907276997
Admitted:
1987, Connecticut, 1988, U.S. District Court, District of Connecticut
Biography:
· Overview

· Experience

Mark was included in the 2012 edition...
Full Profile

Donald Migliori Providence, RI

Professions & Specialties

Fiduciary • Attorney At Law • Trust Law Attorney • Lawyers • Security • Contractor • Speaker • Guide • Spokesperson • Representative • Tour Guide • Associate Professor • Lecturer • Postsecondary Teacher • Chairperson • Board Member • Chief Executive • Management Team Executive • Operations Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Independent Business Owners

Experience & Education

Office:
Motley Rice
321 South Main St., 2Nd Floor, Providence, RI 02903
Phone:
(401) 457-7709 (Phone)
Specialties:
Anti-Terrorism & Human Rights, Asbestos and Mesothelioma
ISLN:
900720244
Admitted:
1993, RI, 1994, MA
Biography:
Building upon his experience in complex asbestos cases, the historic tobacco lawsuits and 9/11...
Full Profile

Joseph Avanzato Providence, RI

Professions & Specialties

Receivership • Bankruptcy Attorney • Financial Regulation Attorney • Lawyers • Judge • Fiduciary • Marshal • Trust Law Attorney • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Leader • Speaker • Tour Guide • Managers • Spokesperson • Representative • Editor

Experience & Education

Office:
Adler Pollock & Sheehan P.C.
One Citizens Plaza, 8Th Floor, Providence, RI 02903
Phone:
(401) 274-7200 (Phone)
Specialties:
Appellate, Bankruptcy, Receivership and Creditors' Rights
ISLN:
909340177
Admitted:
1990, Pennsylvania (inactive status), 1992, Rhode Island
Biography:
Joseph Avanzato has achieved notable success for his commercial litigation, insurance coverage and...
Full Profile

Richard Beretta Providence, RI

Professions & Specialties

Fiduciary • Lawyers • Trust Law Attorney • Chief Administrative Officer • Chief Executive • Construction • Director • Chairperson • Board Member • Operations Manager • Management Team Executive • Leader • Managers • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager • Entertainer

Experience & Education

Office:
Adler Pollock & Sheehan P.C.
One Citizens Plaza, 8Th Floor, Providence, RI 02903
Phone:
(401) 274-7200 (Phone)
Specialties:
Administrative Law, Construction Law
ISLN:
909095718
Admitted:
1989, Commonwealth of Massachusetts, 1990, Rhode Island
Biography:
Skilled in governmental relations and legislative issues, Richard Beretta helps domestic and...
Full Profile

Raymond Ripple Providence, RI

Professions & Specialties

Chief Judge • Fiduciary • Law Clerk • Judge • Trust Law Attorney • Lawyers • Judicial Law Clerk • Partner • Director • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Copy Desk Chief • Copy Editor • Editing Professional • Writing and Editing Professional • Writer and Editor

Experience & Education

Office:
Edwards Wildman Palmer LLP
2800 Financial Plaza, Providence, RI 02903
Phone:
(401) 276-6620 (Phone)
Specialties:
Litigation
ISLN:
916347770
Admitted:
2001, Rhode Island and Massachusetts, 2002, U.S. District Court, District of Rhode Island and U.S. District Court, District of Massachusetts
Biography:
Ray is a partner in the firm's Litigation Department. Ray's practice is focused on commercial and...
Full Profile

Jonathan Shank Providence, RI

Professions & Specialties

Fiduciary • Associate Justice • Chief Judge • Trust Law Attorney • Lawyers • Law Clerk • Judicial Law Clerk • Judge • Supporting Member • Security • Policy Analyst • Counselor • Team Member • Analysts • Advisor • Psychologist • Editor • Psychology Specialist

Experience & Education

Office:
Edwards Wildman Palmer LLP
2800 Financial Plaza, Providence, RI 02903
Phone:
(401) 528-5755 (Phone)
Specialties:
Litigation, Labor and Employment
ISLN:
920746736
Admitted:
2008, Rhode Island and Massachusetts, 2009, U.S. District Court, District of Rhode Island
Biography:
Jonathan Shank is an associate in the Litigation Management Department where he focuses much of his ...
Full Profile

Todd Reed Providence, RI

Professions & Specialties

Lawyers • General Counsel • Fiduciary • Of Counsel • Jurist • Legal Counsel • Trust Law Attorney • Managing Partner • Chairperson • Treasurer • Partner • Chief Executive • Financial Officer • Financial Manager • Advisor • Recognition • Leader • Managers • Governor • Government Administration Officer • Civil Servant • Wheeler • Automobile Mechanic • Automotive Specialist • Automotive Professional • Secretary

Experience & Education

Office:
Edwards Wildman Palmer LLP
2800 Financial Plaza, Providence, RI 02903
Phone:
(401) 528-5858 (Phone)
Specialties:
Labor and Employment, Litigation
ISLN:
900433014
Admitted:
1993, Massachusetts, 1996, New Hampshire
Biography:
Walter has over thirty-five years of experience as a corporate lawyer, and has been with the firm...
Full Profile

Walter Reed Providence, RI

Professions & Specialties

Lawyers • General Counsel • Fiduciary • Of Counsel • Jurist • Legal Counsel • Trust Law Attorney • Managing Partner • Chairperson • Partner • Chief Executive • Advisor • Recognition • Leader • Managers

Experience & Education

Office:
Edwards Wildman Palmer LLP
2800 Financial Plaza, Providence, RI 02903
Phone:
(401) 276-6647 (Phone)
Specialties:
Corporate Law, Business Transactions
ISLN:
902234374
Admitted:
1978, New York, 1980, U.S. District Court, Southern and Eastern Districts of New York
Biography:
Walter has over thirty-five years of experience as a corporate lawyer, and has been with the firm...
Full Profile

James Oswald Providence, RI

Professions & Specialties

Fiduciary • Lawyers • Trust Law Attorney • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Supporting Member • Leader • Team Member • Managers • Homebuilder • Builder • Construction Specialist • Construction Laborer • Truck Driver • Trucking Professional • Motor Transportation Operator • Motor Vehicle Operator • Owner • Board Member • Chief Executive • Management Team Executive • Operations Manager • Associate Professor • Lecturer • Postsecondary Teacher

Experience & Education

Office:
Adler Pollock & Sheehan P.C.
One Citizens Plaza, 8Th Floor, Providence, RI 02903
Phone:
(401) 274-7200 (Phone)
Specialties:
Litigation, Products Liability Law/Toxic Tort Law
ISLN:
901258012
Admitted:
1992, New York, 1994, District of Columbia
Biography:
James Oswald solves problems for people in crisis, representing entities and individuals in complex ...
Full Profile

Patricia Joyce Providence, RI

Professions & Specialties

Attorney At Law • Law Specialist • Fiduciary • Lawyers • Trust Law Attorney • Independent Contractor • Business Administrator • Contractor • Juris Doctor • Bachelor of Science • Psychologist • Director of Contracts • Purchasing Managers • Operations Manager • Independent Business Owners • Psychology Specialist

Experience & Education

Position:
Participant since 1997 at SOLOSEZ ABA GROUP, Attorney at Patricia M. Joyce, Attorney at Law Office...
Title:
Attorney at Law Office of Patricia M. Joyce
Location:
Providence, Rhode Island Area
Industry:
Law Practice
Work history:
SOLOSEZ ABA GROUP Participant since 1997since Oct 1997Patricia M. Joyce Attorneysince May 1983
Skills:
Corporate Law, Legal Writing, Civil Litigation, Estate Planning, Contract Law, Complex Commercial...
Full Profile

Joel Goloskie Providence, RI

Professions & Specialties

Of Counsel • Fiduciary • Judge • Jurist • Legal Counsel • Trust Law Attorney • Lawyers • Chief Executive Officer • Corporate Executive • Chief Executive • Community Health • Non-Profit • Juris Doctor • Master of Business Administration • Bachelor of Science

Experience & Education

Office:
Pannone Lopes Devereaux & West LLC
317 Iron Horse Way, Suite 301, Providence, RI 02908
Phone:
(401) 824-5100 (Phone), (401) 824-5123 (Fax)
Specialties:
Litigation, Health Care
ISLN:
921692988
Admitted:
2009, Massachusetts and Rhode Island
Biography:
Joel K. Goloskie is Of Counsel with Pannone Lopes Devereaux & West LLC and a member of the firm's...
Full Profile

Lori Basilico Providence, RI

Professions & Specialties

General Counsel • Trust Law Attorney • Lawyers • Of Counsel • Jurist • Legal Counsel • Executive Compensation • Chief Executive • Partner • Board Member • Management Team Executive • Operations Manager • Supporting Member • Representative • Team Member

Experience & Education

Office:
Edwards Wildman Palmer LLP
2800 Financial Plaza, Providence, RI 02903
Phone:
(401) 276-6475 (Phone)
Specialties:
Employee Benefits, Executive Compensation
ISLN:
909209078
Admitted:
1988, Rhode Island, 1989, U.S. District Court, District of Rhode Island
Biography:
Lori has focused her practice in the field of employee benefits and executive compensation since...
fringe benefit plans and ERISA fiduciary and prohibited transaction issues
Full Profile

Richard Land Providence, RI

Professions & Specialties

Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Business Administrator • Juris Doctor • Operations Manager

Experience & Education

Office:
Chace Ruttenberg & Freedman, LLP
One Park Row, Suite 300, Providence, RI 02903
Phone:
(401) 453-6400 (Phone)
Specialties:
Corporate Law, Bankruptcy
ISLN:
911256305
Admitted:
1996, Rhode Island, 1997, U.S. District Court, District of Rhode Island
Biography:
Richard J. Land has practiced law in Rhode Island since 1996. He is a member of the Rhode Island...
fiduciary matters
Full Profile

Bernard Jackvony Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Partner • Board Member • Chief Executive • Management Team Executive • Operations Manager • Lieutenant • Captain • Governor • Government Administration Officer • Civil Servant • Juris Doctor

Experience & Education

Office:
Pannone Lopes Devereaux & West LLC
317 Iron Horse Way, Suite 301, Providence, RI 02908
Phone:
(401) 824-5100 (Phone), (401) 824-5123 (Fax)
Specialties:
Estate Planning & Administration, Government & Legislative Strategies
ISLN:
906224906
Admitted:
1970, Rhode Island, 1971, U.S. Court of Appeals for the Armed Forces
Military:
Capt., Judge Advocate's Division, U.S. Marine Corps, 1970-1973
Biography:
Bernard A. Jackvony is a Partner with Pannone Lopes Devereaux & West LLC and a member of the firm's ...
Full Profile

Amy Hurst Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Insurance Professional • Underwriter • Chief Administrative Officer • Chairperson • Chief Executive • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Health/Dental Insurance Professional, with a Corporate Mutual Funds/Investment Banking Background
Location:
Providence, Rhode Island Area
Industry:
Insurance
Work history:
Blue Cross Blue Shield of Rhode Island Marketing & Sales Operations Specialist IIOct 2006 - Mar 2010Boston Financial Data Services Quality Account Specialist IIMar 2000 - Oct 2003
Skills:
Progressively responsible administration & customer service, Computer literate, possesses a...
Full Profile

Diana Webb Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Controller • Tax Consultant • Tax Accountant • Entertainment Professional • Entertainer • Chief Executive Officer • Director • Corporate Executive • Chief Executive • Operations Manager • School Principal • School Administrator • Educational Manager • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Human Resources Specialist • Recruitment

Experience & Education

Position:
Controller at Newport Grand, LLC
Location:
Providence, Rhode Island Area
Industry:
Accounting
Work history:
Newport Grand, LLC - Newport, RIControllersince Jan 2011Schneider Electric Dir/Mgr, Corporate Accounting & Financial Reporting - American Power Conversion Corp.Oct 1996 - Sep 2008
Skills:
Accounting, Financial Reporting, Internal Controls, Auditing, Financial Analysis, General Ledger,...
Full Profile

Nancy Carroll Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Administrative Officer • Chief Executive • Recruitment • Security • Construction

Experience & Education

Position:
Chief Administrative Officer at Brown University
Title:
Chief Administrative Officer-Engineering at Brown University
Location:
Providence, Rhode Island Area
Industry:
Higher Education
Work history:
Brown University - School of Engineering, Brown UniversityChief Administrative Officersince Jul 2007
Full Profile

R.J. Iii Providence, RI

Professions & Specialties

Fiduciary • Law Specialist • Articled Clerk • Executor • Trust Law Attorney • Lawyers • Judicial Law Clerk • Chairperson • Founder • Chief Executive • Founding Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
President and founder at Professional Fiduciary Advisors, Inc., Certified Elder Law Attorney at...
Location:
Providence, Rhode Island Area
Industry:
Law Practice
Work history:
Professional Fiduciary Advisors, Inc. President and foundersince Jan 2004Connelly Law Offices Certified Elder Law Attorneysince Jan 1998
Skills:
Probate Law, Estate Planning, Medicaid Planning, Medicaid Application, Fiduciary Services,...
Full Profile

Rebeka Mazzone Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Certified Public Accountant • Controller • Accounting Bookkeeper • Bookkeeper • Director • Financial Director • Operations Manager • Financial Officer • Financial Manager • Counselor • Philanthrope • Advisor • Non-Profit • Analysts

Experience & Education

Position:
CPA, Director - Rhode Island Region at Accounting Management Solutions, Inc
Title:
CPA, Director - Rhode Island Region for Accounting Management Solutions, Inc
Location:
Providence, Rhode Island Area
Industry:
Accounting
Work history:
Accounting Management Solutions, Inc CPA, Director - Rhode Island Regionsince Jan 2003RISCPA Boards Member2009 - 2009
Skills:
Not-for-profit Accounting, Board Development - Fiduciary and Fiscal, Nonprofit Mergers and...
Full Profile

Dimitri Bugnolo Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Supporting Member • Team Member • Tax Consultant • Tax Accountant

Experience & Education

Position:
Tax Associate at Restivo Monacelli LLP
Location:
Providence, Rhode Island
Industry:
Accounting
Work history:
Restivo Monacelli LLP Tax Associatesince Jan 2013KPMG LLP Senior Tax SpecialistSep 1995 - Sep 2012
Full Profile

Derek Doo Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Partner • Financial Director • Board Member • Chief Executive • Financial Officer • Financial Manager • Management Team Executive • Operations Manager • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Representative

Experience & Education

Position:
Partner and CFO at The Virtus Group, Trustee and Advisory Board Member at Walpole Technology and...
Title:
Partner and CFO at The Virtus Group
Location:
Providence, Rhode Island Area
Industry:
Investment Management
Work history:
The Virtus Group Partner and CFOsince May 2001Walpole Technology and Innovation Foundation Trustee and Advisory Board Membersince May 2001
Skills:
401k, Qualified Retirement Plans, Mutual Funds, Investment Management, SEC filings, Strategic...
Full Profile

Sean Debobes Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chairperson • Retail Operations Manager • Chief Executive • Director of Operations • Operations Manager • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Fundraiser • Fundraising Officer

Experience & Education

Position:
Board President at RiverzEdge Arts Project, Member - Brown University Community Council at Brown...
Title:
Member - Brown University Community Council at Brown University
Location:
Providence, Rhode Island Area
Industry:
Food & Beverages
Work history:
RiverzEdge Arts Project Board Presidentsince Aug 2009Brown University Member - Brown University Community Councilsince Jan 2011
Full Profile

Meredith Larkin Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Supporting Member • Apprentice • Team Member • Student Worker • Non-Profit • Government Administration Professional • Accounting Bookkeeper • Bookkeeper • Community Service Manager

Experience & Education

Position:
Audit Associate at KPMG
Location:
Providence, Rhode Island Area
Industry:
Accounting
Work history:
KPMG - Providence, Rhode Island AreaAudit Associatesince Aug 2011Kahn, Litwin, Renza & Co., Ltd. - Providence, Rhode Island AreaTax InternJan 2011 - May 2011
Full Profile

Bryan Macdonald Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Tax Accountant

Experience & Education

Position:
Fiduciary Tax Accountant II at Bank of America
Location:
Providence, Rhode Island Area
Industry:
Accounting
Work history:
Bank of America Fiduciary Tax Accountant II
Full Profile

Joel Sanchez Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Banker • Financial Services Professional • Financial Services Sales Agent • Sales Account Associate • Sales Executive • Sales Manager • Operations Manager • Student Worker

Experience & Education

Position:
Realtor at COLDWELLBANKER RESIDENTIAL BROKERAGE
Title:
Realtor at Coldwell Banker Residential Brokerage
Location:
Providence, Rhode Island Area
Industry:
Real Estate
Work history:
COLDWELLBANKER RESIDENTIAL BROKERAGE Realtorsince Sep 2010COLDWELL BANKER/ PENA REALTY Sales AssociateJul 2009 - Jul 2010
Full Profile

Stephanie Lamb Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Tax Accountant • Accounting Clerk • Accounting Bookkeeper • Bookkeeper • Student Worker • IT Specialist

Experience & Education

Position:
Tax Accountant at GTECH
Location:
Providence, Rhode Island Area
Industry:
Accounting
Work history:
GTECH - ProvidenceTax Accountantsince May 2013Sullivan & Company CPAs, a division of BlumShapiro - ProvidenceTax Staff AccountantSep 2009 - May 2013
Skills:
Income Tax, Auditing, Tax Returns, Tax, Financial Statements, S Corporations, IRS, Account...
Full Profile

Kaetjens Nuez Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Tax Accountant

Experience & Education

Work

Company:
Bank of america
Fiduciary tax accountant i
Company:
Bank of america - Providence, RI
Tax assistant
Full Profile

Frank Giorgio Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Halperin & Lax, LLC
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Halperin & Lax, LLC Financial Advisorsince Sep 2008Morgan Stanley Financial Advisor2007 - 2007
Skills:
FINRA Series 7 Licensed (General Securities, i, e, stocks, bonds, options, ETF's, Mutual Funds,...
Full Profile

Eileen Schuster Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Human Resource Administrator • Human Resources Specialist • Employment Assistant • Human Resources Generalist • Human Resource Manager • Recruitment • Employee Placement Specialist

Experience & Education

Position:
HR Administrator at KVH Industries Inc.
Title:
HR Administrator at KVH Industries, Inc.
Location:
Providence, Rhode Island Area
Industry:
Human Resources
Work history:
KVH Industries Inc. HR Administratorsince Dec 2000Bank of Newport Human Resources AssistantSep 1989 - Nov 2000
Full Profile

Jenna Lewis Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Manager • Operations Manager • Apprentice • Student Worker

Experience & Education

Position:
Tax Manager at EY
Title:
Manager at EY
Location:
Providence, Rhode Island Area
Industry:
Accounting
Work history:
EY - Providence, Rhode Island AreaTax Managersince Jun 2006Sansiveri, Kimball & Co., L.L.P. Tax InternJan 2006 - Apr 2006
Full Profile

Gabriel Larach Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Apprentice • Chief Administrative Officer • Manager • Director • Chief Executive • Operations Manager • Student Worker

Experience & Education

Title:
Estudiante de Brown University
Location:
Providence, Rhode Island Area
Industry:
Investment Banking
Work history:
PricewaterhouseCoopers Governance, Risk & Compliance InternJul 2009 - Sep 2009Cervecería Hondureña, S.A. de C.V. (SABMiller plc) Financial Projects InternJul 2008 - Aug 2008
Full Profile

Mark Guay Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Chief Executive • Property Manager • Licensed Real Estate Broker • Real Estate Manager • Real Estate Sales Agent • Construction

Experience & Education

Position:
Vice President / Specialty Asset Manager at Bank of America / US Trust Wealth Management
Title:
Vice President, Specialty Asset Manager
Location:
Providence, Rhode Island Area
Industry:
Banking
Work history:
Bank of America / US Trust Wealth Management - Providence, RIVice President / Specialty Asset Managersince 1996Citibank Financial Services - Boston, MAAVP, Senior Asset Manager1987 - 1996
Skills:
Real Estate Transactions, Real Estate Managment, Property Management, Asset Management, Due...
Full Profile

Robert Pirri Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Manager • Group Manager • Chief Executive • Operations Manager • Client Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Vice President/Client Manager at Bank of America, Vice President/Group Manager at Bank of America...
Title:
Vice President/Group Manager at Bank of America Merrill Lynch
Location:
Providence, Rhode Island Area
Industry:
Banking
Work history:
Bank of America Vice President/Client ManagerBank of America Merrill Lynch Vice President/Group Managersince Jul 2009
Full Profile

Larry Wagner Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Philanthrope • Non-Profit

Experience & Education

Position:
CFA, at Rockland Trust Company, Vice President/ Rockland Trust Financial Services at Rockland Trust ...
Title:
Vice President/ Rockland Trust Financial Services
Location:
Providence, Rhode Island Area
Industry:
Investment Management
Work history:
Rockland Trust Company CFA,since 2008Rockland Trust Company Vice President/ Rockland Trust Financial Servicessince Jul 2008
Full Profile

Stephen Ashworth Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Wealth Strategist at US Trust
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
US Trust Wealth Strategistsince Dec 1998
Certifications:
Certified Financial Planner (CFP®)
Certified Trust and Financial Advisor (CTFA)
Full Profile

Barbara Warner Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Customer Service • Client Service Officer • Supervisor • Managers

Experience & Education

Position:
Trust Officer at Bank of America
Location:
Providence, Rhode Island Area
Industry:
Banking
Work history:
Bank of America Trust OfficerFleet Bank/Bank of America Fiduciary, Customer Service ,Sales, Referals,Supervisor1972 - 2008
Full Profile

R Cela Providence, RI

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyers • Chairperson • Founder • Chief Executive • Founding Member

Experience & Education

Title:
President and founder at Professional Fiduciary Advisors, Inc. Certified Elder Law Attorney at Connelly Law Offices
Location:
Providence, Rhode Island Area
Industry:
Law Practice
Full Profile

R.J. Iii Providence, RI

Professions & Specialties

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

Experience & Education

Position:
President at PROFESSIONAL FIDUCIARY ADVISORS, INC.
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
PROFESSIONAL FIDUCIARY ADVISORS, INC. President
Full Profile

Colleen Flannery Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Data Typist • Supporting Member • Computer Operator Specialist • Team Member

Experience & Education

Work

Company:
Bank of america - Providence, RI
Data entry clerk/fiduciary support
Company:
Cvs store support center - Woonsocket, RI
Sale audit associate, accounting department
Full Profile

Celso Galvao Providence, RI

Professions & Specialties

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

Experience & Education

Title:
SVP - Fiduciary Tax Services at US Trust
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Full Profile

Andrew Hamil Providence, RI

Professions & Specialties

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

Experience & Education

Title:
Fiduciary Specialist, Attorney
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Full Profile

Dan Dwyer Providence, RI

Professions & Specialties

Lawyers • Owner • Chief Executive

Experience & Education

Position:
Owner at DF Dwyer & Associates
Title:
Owner, DF Dwyer & Associates
Location:
Providence, Rhode Island Area
Industry:
Insurance
Work history:
DF Dwyer & Associates Ownersince Aug 1985
Skills:
Insurance, Home, D&O, Condos, Brokers, Professional Liability, Commercial Insurance, General...
Fiduciary Liability
Full Profile

Edward Staples Providence, RI

Professions & Specialties

Trust Law Attorney • Lawyers • Vice President • Chief Executive • Manager • Sales Manager • Sales Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Vice President & Trust Officer at Van Liew Trust Company
Location:
Providence, Rhode Island Area
Industry:
Investment Management
Work history:
Van Liew Trust Company Vice President & Trust Officersince Jan 2006The Art Connection - RI Board of Advisors2011 - 2013
Skills:
IRA's, Estate Planning, Charities, Trusts, Investments, Asset Management, Tax, Planned Giving,...
Fiduciary
Full Profile

Ryan Aif Providence, RI

Professions & Specialties

Trust Law Attorney • Lawyers • Vice President • Partner • Chief Executive • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Service Officer • Customer Service • Market Research Analyst

Experience & Education

Position:
Vice President, DCIO at Columbia Management Distributors
Location:
Providence, Rhode Island Area
Industry:
Investment Management
Work history:
Columbia Management Distributors Vice President, DCIOsince Jan 2008Fidelity Investment Institutional Services (FIIS) Vice PresidentJan 2005 - Jan 2008
Skills:
Client relations, DCIO, equity sales, executive management, financial, mutual funds, investments,...
The Committee for the Fiduciary Standard
Full Profile

Wendy Foster Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Partner • Director • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Benefits Manager • Compensations and Benefits • Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician • Human Resources Specialist • Recruitment • Hospital Care Professional • Health Professional • Health Practitioner • Advisor

Experience & Education

Position:
SVP, Workplace Marketing, Solutions and Experience (Product and Partner Management) at Fidelity...
Title:
SVP, Workplace Marketing, Solutions and Experience (Product Management team)
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Fidelity Investments SVP, Workplace Marketing, Solutions and Experience (Product and Partner Management)since Apr 2007New York Life Investment Management Director, Retirement Strategy/Business Development/ProductJun 2001 - Mar 2007
Skills:
Strategy, Product Management, Retirement, Pensions, Defined Benefit
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John Lowrey Providence, RI

Professions & Specialties

Trust Law Attorney • Lawyers • Owner • Chairperson • Partner • Chief Executive • Sales Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Executive • Vice President • Director • Corporate Executive • General and Operations Manager • Director of Operations • Operations Manager • Technology Manager • Technical Managers • Client Service Officer • Doctor of Medicine • Business Administrator • Human Resources Specialist • Recruitment • Customer Service

Experience & Education

Position:
President at A Better 401k Plan, Inc.
Title:
Owner, A Better 401k Plan, Inc.
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
A Better 401k Plan, Inc. Presidentsince 2006BenefitStreet Sales Executive2005 - 2006
Fiduciary Society for Ethical Financial Practices
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Daniel Notartomaso Providence, RI

Professions & Specialties

Senior Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President at Citizens Bank
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Citizens Bank Senior Vice President
The Committee for the Fiduciary Standard
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Xien Gignac Providence, RI

Professions & Specialties

Trust Law Attorney • Lawyers • Tax Accountant • Analyst • Analysts • Construction • Team Member • Master of Business Administration • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Senior Tax Accountant at Gilbane Building Company
Title:
Tax Accountant at Gilbane Building Company
Location:
Providence, Rhode Island Area
Industry:
Machinery
Work history:
Gilbane Building Company Senior Tax Accountantsince Feb 2010Sperian Protection USA, Inc. Senior Tax AnalystApr 2004 - Jan 2010
Skills:
Tax
US fiduciary income tax returns and estate & gift tax..
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