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Fiduciarys in Reading, PA

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33 results found

Peter Dolan Reading, PA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersNurseNurse Practitioner

Experience & Education

Office:
Dolan Law Group, LLC
3970 Perkiomen Avenue, Suite 202, Reading, PA 19606
Phone:
(610) 906-3147 (Phone), (610) 310-4589 (Cell), (610) 906-1575 (Fax)
Specialties:
Estate Planning, Domestic Relations
ISLN:
915187667
Admitted:
1999, Pennsylvania, 2000, U.S. District Court, Eastern District of Pennsylvania
Military:
U.S. Air Force: Law Enforcement with K-9 (Patrol, Drug and Bomb) 1988 to 1992
Transactions:
Received Honorable Mention in The Mercury's Readers' Choice Awards for 2007 and 2008, Super Lawyers Rising Star in 2008. BV - Distinguished Rating from M-H. Superb- 9,5 rating from Avvo
Biography:
I grew up in Oreland Pennsylvania in eastern Montgomery County and moved to Pottstown in 1995. I...

Michael Mixell Reading, PA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersLaw SpecialistBoard MemberManagement Team ExecutiveOperations ManagerProperty ManagerReal Estate ManagerNon-Profit

Experience & Education

Office:
Barley Snyder
50 North Fifth Street, Reading, PA 19603
Phone:
(610) 898-7159 (Phone)
Specialties:
Business Law, Trusts and Estates
ISLN:
902443387
Admitted:
1983, Pennsylvania, U.S. District Court, Eastern and Middle Districts of Pennsylvania
Biography:
Michael Mixell is a member of Barley Snyder's Business, Trusts & Estates, and Finance Groups. In...

Brian Ott Reading, PA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersManagement Team ExecutiveOperations ManagerChief Executive

Experience & Education

Office:
Barley Snyder
50 North Fifth Street, Reading, PA 19603
Phone:
(610) 898-7158 (Phone)
Specialties:
Trusts and Estates, Fiduciary Litigation
ISLN:
904648827
Admitted:
1987, Pennsylvania, U.S. District Court for the Eastern District of Pennsylvania
Biography:
Brian Ott chairs the firm's Personal Planning Group. His practice focuses on estate planning and...

Stephen Welz Reading, PA

Professions & Specialties

General CounselContract AttorneyFiduciaryOf CounselJuristLegal CounselDocument ReviewerLawyersTrust Law AttorneyLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Office:
999 Berkshire Boulevard, Suite 290, Wyomissing, PA
Specialties:
Corporate and Business General Counsel, Contracts
ISLN:
902848205
Admitted:
1976

William Blumer Reading, PA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Office:
2755 Century Boulevard, Wyomissing, PA
Specialties:
Elder Law, Estate Planning
ISLN:
908957635
Admitted:
1990

Michael Boland Reading, PA

Professions & Specialties

Criminal Defense LawyerSolicitorDefense AttorneyLawyersTrust Law Attorney

Experience & Education

Company:
Boland Michael C.
Specialties:
Criminal Defense - 25%(42 years, 350+ cases)
Car / Auto Accident - 25%(44 years, 225+ cases)
Licenses:
Pennsylvania - Active     1979
Experience:
Assistant Solicitor at Berks County Solicitor's Office     1996-2001
Assistant District Attorney at Berks County District Attorney     1979-1981
School:
Pennsylvania State University, Dickinson School of Law     1979
Degree:
JD - Juris Doctor - Law
Languages:
English
Awards:
Pro bono service award - Pennsylvania Bar Association     2010
Associations:
Berks County Bar Association - Modest Means Committee (lower fee rates but not pro bono)     2010-present
American Bar Associaiton - member, criminal law and general practice section     1980-present

In the practice of law,I havehad a particular concern for the working poor. Such concern may spring ...

William Blumer Reading, PA

Professions & Specialties

FiduciaryLaw SpecialistAssociate AttorneyTrust Law AttorneyLawyers

Experience & Education

Position:
Attorney at Leisawitz Heller
Location:
Reading, Pennsylvania Area
Industry:
Law Practice
Work history:
Leisawitz Heller Attorneysince Sep 1992Kozloff Stoudt Associate AttorneyAug 1990 - Sep 1992
Skills:
Estate Planning, Estate Administration, Medicaid Planning, Special Needs Trusts, Elder Law, Trusts, ...

Stephen Welz Reading, PA

Professions & Specialties

FiduciaryOf CounselJuristLegal CounselTrust Law AttorneyLawyersSecuritySteelworkerConstructionMetal WorkerChief Administrative OfficerChief ExecutiveJuris DoctorBachelor of Arts

Experience & Education

Company:
Law Offices of Stephen G. Welz, P.C.
Phone:
(610) 378-5272 (Office)
Specialties:
Business - 20%(44 years)
Personal Injury - 20%(46 years)
Licenses:
Pennsylvania - Active     1976
School:
Samford University, Cumberland School of Law     1976
Degree:
JD - Juris Doctor - Law
School:
West Chester State College     1972
Degree:
BA - Bachelor of Arts
Associations:
Pennsylvania Bar Association - Member
Pennsylvania Trial Lawyers Association - Member

Christopher Spang Reading, PA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersAccountant

Experience & Education

Position:
Accountant at William G. Koch & Associates CPAs
Location:
Reading, Pennsylvania Area
Industry:
Accounting
Work history:
William G. Koch & Associates CPAs Accountantsince Nov 2004
Skills:
Tax, Income Tax, Tax Preparation, Sales Tax, Non-profits, Tax Law, Local Taxation, Tax Compliance,...

Frederick Nice Reading, PA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersLicensed Real Estate BrokerProperty ManagerReal Estate ManagerChairman of the BoardChairpersonBoard MemberChief ExecutiveManagement Team ExecutiveOperations ManagerJuris DoctorBachelor of Science

Experience & Education

Office:
2755 Century Boulevard, Wyomissing, PA 19610
Admitted:
1984, Pennsylvania and U.S. Tax Court, 1985, District of Columbia
Biography:
Fred Nice offers his clients a broad background in corporate, banking, tax, estate planning and...

Rochelle Grey Reading, PA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisorBusiness AdministratorArea ManagerManagersAnalystsCompliance ManagerOperations ManagerRegion ManagerMarketing ManagerFinancial ManagerCertified Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerMaster of Business AdministrationField Marketing SpecialistMarketing Administrator

Experience & Education

Position:
Trust and Fiduciary Specialist at Wells Fargo
Location:
Reading, Pennsylvania Area
Industry:
Financial Services
Work history:
Wells Fargo Trust and Fiduciary Specialistsince Apr 2012Wilmington Trust Private Client AdvisorApr 2010 - Apr 2012
Skills:
Asset Allocation, Estate Planning, Strategic Financial Planning, Investments, Insurance

Jim Mallozzi Reading, PA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersDirectorFood Service DirectorProgram DirectorManagerOperations ManagerEquipment Tools Purchasing AgentFood Service WorkersDepartment Store SalespersonRetail ProfessionalRetail SalespersonFood Service ManagerFood Service SupervisorTeam MemberHealth ProfessionalHealth Practitioner

Experience & Education

Position:
Senior Food Services Director at Kutztown University, Senior Food Service Director at ARAMARK...
Title:
Senior Food Services Director
Location:
Reading, Pennsylvania Area
Industry:
Higher Education
Work history:
Kutztown University Senior Food Services Directorsince Jun 2010ARAMARK Corporation Senior Food Service Directorsince Jan 2002

Thad Gelsinger Reading, PA

Professions & Specialties

FiduciaryLaw SpecialistTrust Law AttorneyLawyersChief Administrative OfficerChief ExecutiveLeaderManagersLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Position:
Attorney at Leisawitz Heller
Location:
Reading, Pennsylvania Area
Industry:
Law Practice
Work history:
Leisawitz Heller - 2755 Century Boulevard Wyomissing, PA 19610Attorneysince Sep 2010Merow & Jacoby, P.C. AttorneyJul 2006 - Sep 2010
Skills:
Personal Injury Litigation, Commercial Litigation, Fiduciary Litigation, Litigation, Personal...

Krista Shaub Reading, PA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersManagerOperations Manager

Experience & Education

Position:
Manager, Tax Services Group at Reinsel Kuntz Lesher LLP
Location:
Reading, Pennsylvania Area
Industry:
Accounting
Work history:
Reinsel Kuntz Lesher LLP - Wyomissing, PAManager, Tax Services Groupsince Jan 2012ParenteBeard LLC Manager, Tax ServicesJul 2000 - Jan 2012

Pam Blumer Reading, PA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersIndependent ContractorContractorAgentSales RepresentativeDirectorOperations ManagerIndependent Business OwnersNon-ProfitVice PresidentChief ExecutivePsychology Specialist

Experience & Education

Position:
Certified Professional Guardian at Self Employed Professional Fiduciary
Title:
Professional Fiduciary
Location:
Reading, Pennsylvania Area
Industry:
Individual & Family Services
Work history:
Self Employed Professional Fiduciary - Sinking Spring, PACertified Professional Guardiansince Jan 2012Arc Alliance Director of Guardianship ServicesJan 2011 - Dec 2011
Certifications:
Certified Professional Guardian, National Guardianship Association

Eden Bucher Reading, PA

Professions & Specialties

FiduciaryLaw SpecialistTrust Law AttorneyLawyersChief Administrative OfficerChief ExecutiveLeaderSupporting MemberManagersTeam MemberLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Position:
Shareholder at Leisawitz Heller
Location:
Reading, Pennsylvania Area
Industry:
Law Practice
Work history:
Leisawitz Heller - 2755 Century Boulevard Wyomissing PA 19610Shareholdersince Jan 2007Leisawitz Heller AssociateFeb 2001 - Dec 2006

Joann Beck Reading, PA

Professions & Specialties

Corporate CounselFiduciaryLaw SpecialistLegal CounselTrust Law AttorneyLawyersExecutive CompensationDirectorChief ExecutiveOperations ManagerHuman Resources SpecialistRecruitment

Experience & Education

Title:
Attorney, Employee Benefits and Executive Compensation
Location:
Reading, Pennsylvania Area
Industry:
Law Practice
Work history:
LyondellBasell Senior Corporate Counsel, Global BenefitsNov 1994 - May 2010Lyondell Chemical Company Director, Benefits1998 - 2002

Kevin Moore Reading, PA

Professions & Specialties

FiduciaryLaw SpecialistTrust Law AttorneyLawyersChief Administrative OfficerChief ExecutiveLeaderManagersLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Position:
Shareholder at Leisawitz Heller
Title:
Attorney at Leisawitz Heller
Location:
Reading, Pennsylvania Area
Industry:
Law Practice
Work history:
Leisawitz Heller Shareholdersince Sep 1995

Michele Krzyzewski Reading, PA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersLicensed Real Estate BrokerProperty ManagerReal Estate Sales AgentReal Estate ManagerSupporting MemberTeam MemberController

Experience & Education

Position:
Real Estate Asset Manager at Wells Fargo
Location:
Reading, Pennsylvania Area
Industry:
Banking
Work history:
Wells Fargo - 600 Penn St, Reading, PAReal Estate Asset Managersince Jun 2007Wells Fargo Bank - 600 Penn Street, Reading, PAReal Estate AssociateAug 1988 - Jun 2007

Andy Melzer Reading, PA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Senior Trust & Fiduciary Specialist at Wells Fargo Bank
Location:
Reading, Pennsylvania Area
Industry:
Financial Services
Work history:
Wells Fargo Bank Senior Trust & Fiduciary Specialist

James Longacre Reading, PA

Professions & Specialties

Trust Law AttorneyLawyersExecutive CompensationChief Executive

Experience & Education

Position:
Attorney (Shareholder) at Stevens & Lee
Title:
Attorney at Stevens & Lee
Location:
Reading, Pennsylvania Area
Industry:
Legal Services
Work history:
Stevens & Lee Attorney (Shareholder)since Jul 2003McDermott Will and Emery AttorneySep 1996 - May 2003
Fiduciary Society for Ethical Financial Practices

Brian Lawrence Reading, PA

Professions & Specialties

Trust Law AttorneyLawyersAssistant Vice PresidentBoard MemberVice PresidentTreasurerChief ExecutiveManagement Team ExecutiveOperations ManagerFinancial OfficerFinancial ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerBakerAdvisorIndependent ConsultantShift ManagerManagersClerical SpecialistCounselorRegistered Medical AssistantMedical Support AssistantHealth Support WorkerHealthcare SupportMaster of Business AdministrationBachelor of ScienceHigh School DiplomaFinance and Accounting SpecialistLoan AccountantAccounting BookkeeperBookkeeperCustomer ServiceBankerFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Position:
Assistant Vice President - Commercial Real Estate Lending at VIST Bank A Tompkins Community Bank,...
Title:
Assistant Vice President - Commercial Real Estate Lending
Location:
Reading, Pennsylvania Area
Industry:
Banking
Work history:
VIST Bank A Tompkins Community Bank - Wyomissing, PAAssistant Vice President - Commercial Real Estate Lendingsince Feb 2008Pennsylvania Bankers Association - Harrisburg, Pennsylvania AreaPennsylvania Bankers Association Advisory Committee for the PBA School of Commercial Lendingsince Jun 2013
Skills:
Credit, Loans, Underwriting, Commercial Banking, Commercial Lending, Risk Analytics, financial...
1,Responsible for the fiduciary oversight

Susan Kane Reading, PA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersSystems LibrarianLibrarianAdjunct InstructorLecturerPostsecondary TeacherTechnicianCounselorVolunteerClerkLibrary Technical AssistantTechnical SpecialistTechnical Support SpecialistsAdvisorNon-ProfitClerical SpecialistAccounts PayableAccounts Payable SpecialistGraphic Design SpecialistGraphic DesignerMaster of ScienceData Scientist

Experience & Education

Position:
Systems Librarian at Alvernia University
Title:
Systems Librarian / Adjunct Faculty
Location:
Reading, Pennsylvania Area
Industry:
Higher Education
Work history:
Alvernia University - Reading, PASystems Librariansince Mar 2012Alvernia University - Reading, PAAdjunct FacultySep 2012 - May 2013
Skills:
Academic Libraries, Library Science, Higher Education, Integrated Library Systems, Collection...

Douglas Linderman Reading, PA

Professions & Specialties

Trust Law AttorneyLawyersDirectorExecutive Vice PresidentVice PresidentTeam LeaderOperations ManagerChief ExecutiveEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonPilotAir Transportation WorkerManagersLogistician

Experience & Education

Title:
Transportation/Trucking/ Professional
Location:
Reading, Pennsylvania Area
Industry:
Transportation/Trucking/Railroad
Work history:
Penske Director, Logistics Fleet AssetsJan 2002 - Jan 2009Penske Logistics Director, Logistics Fleet Assets2002 - 2009
Fiduciary responsibility for planning and executin..

Sheila Hogue Reading, PA

Professions & Specialties

Trust Law AttorneyLawyersVice PresidentChief Administrative OfficerChief ExecutiveAdjunct InstructorLecturerPostsecondary TeacherResearch AssociateResearch SpecialistResearch ScientistIndependent ContractorContractorIndependent Business OwnersFinancial OfficerFinancial ManagerOffice ClerkClerical SpecialistNon-ProfitBachelor of SciencePsychology Specialist

Experience & Education

Position:
Asst. to the VP for Enrollment Management and Adjunct Faculty - ADP Program at Albright College
Title:
Dynamic, savvy, MBA-educated professional offering a unique blend of highly developed skills
Location:
Reading, Pennsylvania Area
Industry:
Education Management
Work history:
Albright College Asst. to the VP for Enrollment Management and Adjunct Faculty - ADP Programsince Oct 2007TECHtonics Research/Hillspoint Consulting Research AssociateSep 2005 - Jan 2007
Assisted in management of fiduciary accounts

Patricia Shipe Reading, PA

Professions & Specialties

Trust Law AttorneyLawyersGroup Fitness InstructorPersonal TrainerHealth and Fitness TeacherSports TrainerSports TrainersFitness TrainerAccounting BookkeeperBookkeeperPhilanthropeBusiness AdministratorOrganization ManagementNon-ProfitSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeInstructorPedagogueOperations Manager

Experience & Education

Position:
Accountant at CHB Sports, Inc, Group Fitness Instructor / Personal Trainer at CHB Sports, Inc -...
Title:
Accountant at CHB Sports, Inc
Location:
Reading, Pennsylvania Area
Industry:
Accounting
Work history:
CHB Sports, Inc - Sinking Spring, PAAccountantsince Feb 2013CHB Sports, Inc - Colonial Fitness - Sinking Spring, PAGroup Fitness Instructor / Personal Trainersince Jun 2012
Languages:
English, Italian, Spanish
Certifications:
Certified Personal Trainer, American Council on Exercise (A.C.E.)
Les Mills Body Pump Instructor, Les Mills International
Prepared Fiduciary

Ken Heydt Reading, PA

Professions & Specialties

Trust Law AttorneyLawyersControllerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCounselorNon-ProfitAdvisorControlling SpecialistCertified Public AccountantChief AccountantCertified AuditorFinancial Compliance ExaminerAuditorAccount ManagerManagersLicensed Real Estate BrokerProperty ManagerReal Estate ManagerChief Executive OfficerFinancial OfficerFinancial ManagerCorporate ExecutiveChief Executive

Experience & Education

Position:
Controller at Utilities Employees Credit Union, Finance Consultant at AdvantEDGE Financial...
Title:
Controller at Utilities Employees Credit Union
Location:
Reading, Pennsylvania Area
Industry:
Financial Services
Work history:
Utilities Employees Credit Union Controllersince Nov 2004AdvantEDGE Financial Services, LLC - Wyomissing PAFinance Consultantsince Jan 2010
401,k,Fiduciary Support

Su Kane Reading, PA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersLibrary AssistantControl ClerkLibrarianClerical SpecialistAccounts PayableAccounts Payable SpecialistLibrary Technical AssistantBachelor of ScienceGraphic Designer

Experience & Education

Position:
Library Assistant, Technical Services at Alvernia University
Location:
Reading, Pennsylvania Area
Industry:
Education Management
Work history:
Alvernia University Library Assistant, Technical Servicessince Apr 2004The Miller Group Accounts Payable Control Clerk1987 - 1997

Justine Sanders Reading, PA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersAssistant Vice PresidentVice PresidentChief ExecutiveFinancial DirectorChief Administrative OfficerFinancial OfficerFinancial ManagerOperations ManagerOffice AssistantCounselorIndependent ContractorPhilanthropeBusiness AdministratorOffice ClerkClerical SpecialistAdvisorContractorNon-ProfitPosting ClerkAccount ManagerAccounting BookkeeperBookkeeperIndependent Business OwnersBillerMaster of Business Administration

Experience & Education

Position:
AVP, Global Accounting Services at Sovereign Bank, Assistant Vice President, External Financial...
Title:
AVP, Global Accounting Services at Sovereign Bank
Location:
Reading, Pennsylvania Area
Industry:
Banking
Work history:
Sovereign Bank - Wyomissing, PAAVP, Global Accounting Servicessince Mar 2011Sovereign Bank Assistant Vice President, External Financial Reportingsince Jan 2005

John Sottosanti Reading, PA

Professions & Specialties

ManagerChief Administrative OfficerSenior Vice PresidentOperations ManagerChief ExecutiveVice PresidentProject ManagersLeaderProject ManagerCounselorRecognitionManagersAdvisorSite LeadConstruction SpecialistConstruction LaborerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerSupplierServices ProfessionalSales and Service SpecialistSales AgentSales Representative

Experience & Education

Position:
Loan Administration Manager at Wells Fargo Home Mortgage
Title:
Loan Adminstration Manager/Site Leader
Location:
Reading, Pennsylvania Area
Industry:
Banking
Work history:
Wells Fargo Home Mortgage - Reading, Pennsylvania AreaLoan Administration Managersince Oct 2012WELLS FARGO/WACHOVIA BANK Site Leader (Senior Vice President)Jan 2000 - Nov 2012
Tax and Fiduciary Management

Deb Wanner Reading, PA

Professions & Specialties

Trust Law AttorneyLawyersInstructorPedagogueFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAgentSales RepresentativeAdvertising ProfessionalAdvertising Sales AgentManagersAdministrative ClerkClerical Specialist

Experience & Education

Position:
Instructor at Permission To Speak Financial Workshops
Title:
Financial Education
Location:
Reading, Pennsylvania Area
Industry:
Financial Services
Work history:
Permission To Speak Financial Workshops - 21 Kutz Road, Temple, PA 19560Instructorsince Oct 2010Ohio National Financial Services Career AgentOct 2006 - Sep 2011
Skills:
Public Speaking, Education, Product Knowledge
Fiduciary Society for Ethical Financial Practices

John Sottosanti Reading, PA

Professions & Specialties

Trust Law AttorneyLawyersSite LeadConstruction SpecialistConstruction LaborerSenior Vice PresidentTeam LeaderVice PresidentPartnerChief ExecutiveOperations Manager

Experience & Education

Work

Company:
Wells fargo/wachovia bank, n.a
Site leader (senior vice president)
Company:
Wells fargo/first union national bank - Reading, PA
Team leader (vice president)

Rieger Michael Philadelphia, PA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersDirectorManagerOperations ManagerAgentSales RepresentativeClaims ExaminerAdvisor

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


Fiduciarys near Reading, PA012PottstownEphrataBreinigsville



Fiduciarys around Reading, PA

Ephrata  (1)
Pottstown  (2)

Fiduciarys in Pennsylvania

Sub-specializations

Executor  (1)
Fiduciary  (33)