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Fiduciarys in Arizona

Fiduciarys in Scottsdale, AZ

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60 results found

Karine Isayev Scottsdale, AZ

Professions & Specialties

Conservator • Fiduciary • Lawyer • Trust Law Attorney • Office Assistant • Interpreter • Office Clerk • Clerical Specialist • Psychology Specialist • Language Specialist

Experience & Education

Office:
Hymson Goldstein & Pantiliat, PLLC
Suite 300, Scottsdale, AZ 85254
Phone:
(480) 991-9077 (Phone), (480) 443-8854 (Fax)
Specialties:
Estate Planning, Probate
ISLN:
917121447
Admitted:
2000, Arizona, 2003, U.S. District Court, District of Arizona
Biography:
Karine Isayev has extensive experience in estate planning, special needs planning, probate, trust...
Full Profile

Gregory Kruzel Scottsdale, AZ

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Chief Executive • Management Team Executive • Operations Manager

Experience & Education

Office:
Braun Siler Kruzel PC
14811 North Kierland Boulevard, Suite 500, Scottsdale, AZ 85254
Phone:
(480) 367-3362 (Phone), (480) 922-9629 (Fax)
Specialties:
Estate Planning, Probate Administration
ISLN:
905719250
Admitted:
1982, Illinois, 1988, Arizona
Biography:
Listed in Best Lawyers in America, Trusts and Estates Law. He has achieved the highest rating for...
Full Profile

Kindra Deneau Scottsdale, AZ

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Chief Administrative Officer • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Computer Software Professional • Software Developers • Construction • Security • Entertainment Professional • Entertainer • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Office:
The Deneau Law Firm, PLLC
7135 East Camelback Road, Suite 230, Scottsdale, AZ 85251
Phone:
(480) 306-5977 (Phone), (602) 793-2590 (Cell), (602) 626-3504 (Fax)
Specialties:
Business Law, Copyright Registration
ISLN:
918261630
Admitted:
2005, Arizona, 2006, U.S. District Court, District of Arizona
Biography:
Kindra has handled numerous legal matters and lawsuits ranging from business transactions and...
Full Profile

Philip Overcash Scottsdale, AZ

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Construction • Apprentice • Chairperson • Chief Executive • Student Worker

Experience & Education

Office:
Kutak Rock LLP
8601 North Scottsdale Road, Scottsdale, AZ 85253
Phone:
(480) 429-4867 (Phone)
Specialties:
Litigation, Real Estate Litigation
ISLN:
916613981
Admitted:
2002, Oregon, 2004, Arizona
Biography:
Mr. Overcash is a partner in the Scottsdale office of Kutak Rock LLP. His practice is devoted to...
Full Profile

Kenneth Chase Scottsdale, AZ

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Advisor • Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Juris Doctor • Bachelor of Arts

Experience & Education

Company:
Kenneth E. Chase, P.C.
Address:
5725 North Scottsdale Road Suite 190, Scottsdale, AZ 85250 - Property Information
Phone:
(480) 423-5800
Specialties:
Ethics / Professional Responsibility - 40%(45 years)
Fraud - 40%(45 years)
Licenses:
Arizona - Active     1978
Connecticut - Active     1981
Experience:
Attorney at Kenneth E. Chase, P.C.     1988-present
School:
John Marshall Law School, Chicago     1977
Degree:
JD - Juris Doctor - Law
School:
University of Connecticut     1974
Degree:
BA - Bachelor of Arts - English/Political Science
Languages:
French
Awards:
AV (Preeminent) Peer Review Rating (highest rating possible) - Martindale-Hubbell     2014
Top Lawyers of Arizona - National Law Journal     2013
Associations:
Scottsdale Bar Association - Member     1988-present
Connecticut Bar Association - Member     1981-present
Full Profile

Paul Omerza Scottsdale, AZ

Professions & Specialties

Conservator • Lawyer • Fiduciary • Trust Law Attorney • Psychologist • Non-Profit • Psychology Specialist

Experience & Education

Office:
Hymson Goldstein & Pantiliat, PLLC
Suite 300, Scottsdale, AZ 85254
Phone:
(480) 991-9077 (Phone), (480) 443-8854 (Fax)
Specialties:
Aged and Aging, Probate
ISLN:
921943548
Admitted:
2012,Arizona
Biography:
Paul Omerza has established legal skills in the areas of Estate Planning, Probate and Elder Law....
Full Profile

Christopher Lonn Scottsdale, AZ

Professions & Specialties

Trust Law Attorney • Lawyer • Construction • Chief Administrative Officer • Chief Executive • Juris Doctor

Experience & Education

Company:
Margrave Celmins, P.C.
Address:
8171 E. Indian Bend Road Suite 101, Scottsdale, AZ 85050 - Property Information
Phone:
(480) 994-2000 (Office), (480) 994-2008 (Fax)
Specialties:
Litigation - 34%
Business - 33%
Licenses:
Arizona - Active     1993
California - Inactive     1999
School:
McGeorge School of Law, University of the Pacific     1993
Degree:
JD - Juris Doctor - Law
Awards:
AV Preeminent - Martindale Hubbell
Associations:
Scottsdale Bar Association

Christopher Lonn practices general commercial litigation, arbitration and administrative law with a ...

Full Profile

Kenneth Forsythe Scottsdale, AZ

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Manager • Partner • Operations Manager • Chief Executive • Relationship Manager • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Customer Service

Experience & Education

Position:
Institutional Investment Relationship Manager at Vanguard
Title:
Business Development Executive
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
Vanguard - Scottsdale, AZInstitutional Investment Relationship Managersince Jun 2007Vanguard - Malvern, PAInstitutional Investment Communications ConsultantSep 2004 - Jun 2007
Skills:
Public Speaking, Consultative Selling, Cross-functional Team Leadership, Sales Management, External ...
Languages:
Portuguese
Certifications:
Qualified 401(k) Administrator, American Society for Pension Professionals and Actuaries
Chartered Retirement Planning Counselor, College for Financial Planning
Full Profile

Maureen Flynn Scottsdale, AZ

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Vice President • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Model • HR Manager • Operations Manager • Regional Sales Consultant • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Computer Software Professional • Software Developers • Advisor • Sports Trainers

Experience & Education

Position:
In Transition at Paradise Valley AZ
Title:
AVP, Business Banking
Location:
Paradise Valley, Arizona
Industry:
Banking
Work history:
Paradise Valley AZ In Transitionsince Dec 2012JPMorgan Chase - Colorado Springs, COVP, Business BankingAug 2008 - Nov 2012
Skills:
Business Development, Start-ups, Product Management, Strategy, Banking, Sales, CRM, Credit, Account ...
Languages:
french
Full Profile

Paul Omerza Phoenix, AZ

Professions & Specialties

Associate Attorney • Conservator • Fiduciary • Lawyer • Law Specialist • Law Clerk • Trust Law Attorney • Judicial Law Clerk • Psychologist • Non-Profit • Psychology Specialist • Customer Relations • Operations Manager • Software Developers • IT Specialist

Experience & Education

Position:
Associate Attorney at Hymson Goldstein & Pantiliat, PLLC
Location:
Phoenix, Arizona Area
Industry:
Law Practice
Work history:
Hymson Goldstein & Pantiliat, PLLC - Scottsdale, AZAssociate Attorneysince Jan 2013Hymson Goldstein & Pantiliat, PLLC - Scottsdale, AZLaw Clerk for Stacey JohnsonAug 2012 - Jan 2013
Full Profile

Michael Armenta Scottsdale, AZ

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Counselor • Advisor • Agent • Sales Representative • Wellness and Fitness • Owner • Chief Executive • Business Administrator • Sales Executive • Regional Sales Consultant • Client Service Officer • Manager • Operations Manager • Master of Business Administration • Property Manager • Real Estate Manager • Customer Service

Experience & Education

Title:
Employee Benefits Consultant at Davison Benefits Group, INC.
Location:
Scottsdale, Arizona
Industry:
Health, Wellness and Fitness
Work history:
Davison Benefits Group, INC. - Scottsdale, AZEmployee Benefits ConsultantMar 2012 - Apr 2013Charis Consultants - Phoenix, ArizonaOwnerOct 2010 - Mar 2012
Full Profile

Jeff Junior Scottsdale, AZ

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Chairperson • Chief Executive • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President | Independent Financial Advisor at Trajan Wealth LLC, President at Valley Financial Corp
Title:
President at Trajan Wealth LLC
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
Trajan Wealth LLC - SCOTTSDALE, AZ | 9375 E. Shea Blvd. #100 Scottsdale, AZ. 85260President | Independent Financial Advisorsince Sep 2002Valley Financial Corp - SCOTTSDALE, AZ | 9375 E. Shea Blvd. #100 Scottsdale, AZ. 85260Presidentsince Mar 2010
Full Profile

Kevin Bridges Scottsdale, AZ

Professions & Specialties

Company Secretary • Fiduciary • Lawyer • Trust Law Attorney • Financial Director • Board Member • Chief Administrative Officer • Director • Chief Executive Officer • Financial Officer • Financial Manager • Management Team Executive • Operations Manager • Chief Executive • Corporate Executive • Investor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • General and Operations Manager • Director of Operations • Technology Director • Technology Manager • Technical Managers • Tour Guide • Sales Representative • Nurse • Nurse Practitioner • Accounting Bookkeeper • Bookkeeper • Account Manager

Experience & Education

Position:
Chief Financial Officer at Ridgeline Energy Services Inc.
Location:
Scottsdale, Arizona
Industry:
Environmental Services
Work history:
Ridgeline Energy Services Inc. - Scottsdale ArizonaChief Financial Officersince Oct 2012Shopoff Properties Trust Director, Chief Financial Officer and Corporate SecretaryNov 2006 - Sep 2012
Certifications:
Certified Public Accountant, Texas State Board of Public Accountancy
Full Profile

Christine Loch Phoenix, AZ

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Analyst • Supervisor • Analysts • Managers • Manager • Director • Operations Manager • Membership Director • Business Administrator • Clerical Specialist • Board Member • Treasurer • Management Team Executive • Financial Officer • Financial Manager • Agent • Sales Representative • Software Tester • Computer Specialist • Bachelors Degree • Insurance Examining Clerk • Claims Examiner • Repossessor • Collections Specialist

Experience & Education

Position:
Sr. Risk Manager at Republic Services, Inc., Risk Management, Insurance Manager at Republic...
Title:
Risk Management, Analyst
Location:
Phoenix, Arizona Area
Industry:
Transportation/Trucking/Railroad
Work history:
Republic Services, Inc. - Scottsdale, AZSr. Risk Managersince Feb 2000Republic Services Inc - Scottsdale, AZRisk Management, Insurance Managersince 2000
Skills:
Project Management, Financial Analysis, Risk Management, Process Improvement, Insurance, Workers...
Full Profile

Louis Verdile Scottsdale, AZ

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Vice President • Chief Executive • Marketing Manager • Brand Planner • Brand Representative • Operations Manager • Model • Planner • Business Administrator • Bachelor of Science

Experience & Education

Position:
Vice President of Capital Formation and Strategic Alliances at Fiduciary Guaranty Corporation Of...
Title:
VP, Sales/Marketing
Location:
Fountain Hills, Arizona
Industry:
Insurance
Work history:
Fiduciary Guaranty Corporation Of America Vice President of Capital Formation and Strategic Alliancessince Dec 2010Pinnacle PEO - San Antonio, Texas AreaVP, Marketing & SalesAug 2011 - Oct 2012
Full Profile

Nicole Sax Phoenix, AZ

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Business Development Manager • Operations Manager • Leader • Managers • Advertising Professional • Advertising Sales Agent • Account Manager • Licensed Real Estate Broker • Property Manager • Real Estate Sales Agent • Real Estate Manager • IT Specialist • Software Developers • Commodities Clerk • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Marketing and Business Development Manager at AAM Community Management
Title:
Marketing and Business Development Manager
Location:
Phoenix, Arizona Area
Industry:
Marketing and Advertising
Work history:
AAM Community Management - Tempe, AZMarketing and Business Development Managersince Aug 2011ROI Properties - Phoenix, AZAccount ManagerJan 2009 - Feb 2012
Certifications:
Licensed Real Estate Agent, AZ Department of Real Estate
CAAM, Arizona Association of Community Managers
Full Profile

Michael Williamson Phoenix, AZ

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Team Leader • Owner • Operations Manager • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Customer Service • Client Service Officer • Buyer • Buyer and Seller • Sales Representative • Guide • Tour Guide

Experience & Education

Position:
Owner at The AZ Real Estate Team, Business Owner at Keller Williams, Team Leader at The AZ Real...
Title:
Team Leader at The AZ Real Estate Team of Keller Williams Arizona Realty
Location:
Phoenix, Arizona Area
Industry:
Real Estate
Work history:
The AZ Real Estate Team Ownersince 2010Keller Williams - 9500 E. Ironwood Square Drive Suite 100 Scottsdale, AZ 85258Business Ownersince 2010
Skills:
Short Sales, Real Estate, Foreclosures, REO, Real Estate Transactions, Property, Selling,...
Full Profile

Brian Duling Phoenix, AZ

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Financial Director • Board Member • Financial Officer • Financial Manager • Management Team Executive • Operations Manager • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Investor • Computer Software Professional • Software Developers • Chief Executive • Advisor • IT Specialist • Recruitment • Tax Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Chief Financial Officer at Iveda Solutions, Inc., Chief Financial Officer at Global Profit...
Title:
Chief Financial Officer at Iveda Solutions
Location:
Phoenix, Arizona Area
Industry:
Computer Software
Work history:
Iveda Solutions, Inc. - Mesa, AZChief Financial Officersince 2012Global Profit Technologies, Inc. - Scottsdale, AZChief Financial Officersince 2008
Skills:
Forecasting, Mergers, Budgets, Due Diligence, Mergers & Acquisitions, Start-ups, Leadership,...
Full Profile

Steven Conners Scottsdale, AZ

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Chairperson • Senior Vice President • Chief Executive • Vice President • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at SC Conners Wealth Managment
Title:
President/SC Conners Wealth Management
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
SC Conners Wealth Managment - Scottsdale, ArizonaPresidentsince Sep 2009Morgan Stanley - La Jolla, CASenior Vice PresidentFeb 2000 - Aug 2009
Full Profile

Sarah Letzkus Scottsdale, AZ

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyer • Paralegal • Supporting Member • Team Member • Research Assistant • Researcher • Survey Researcher • Editor • Chairperson • Chief Executive • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
Litigation Associate at Beus Gilbert
Location:
Scottsdale, Arizona
Industry:
Law Practice
Work history:
Beus Gilbert Litigation Associatesince Feb 2010Associate Dean Catherine O'Grady -- Sandra Day O'Connor College of Law at Arizona State University Research AssistantAug 2008 - Oct 2008
Full Profile

Russell Seekatz Scottsdale, AZ

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Owner • Chief Executive • Operations Manager • Assistant Manager • Publisher • Managers • Publishing Professional • Editor • Software Tester • Computer Specialist • Agent • Sales Representative • Educational Designer

Experience & Education

Position:
Owner at Allure Nails, Executorial Trustee at Trust & Estate Administration
Title:
Owner at Allure Nails
Location:
Scottsdale, Arizona
Industry:
Retail
Work history:
Allure Nails - Scottsdale ArizonaOwnersince May 2012Trust & Estate Administration - Phoenix, Arizona AreaExecutorial Trusteesince May 2010
Skills:
E-learning, Call Center, SnagIt, Instructional Design, Blended Learning, Lectora, ADDIE, Needs...
Full Profile

Darnell Foster Phoenix, AZ

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Certified Nurse Aide • Certified Medical Assistant • Nurse • Nurse Practitioner • Medical Assistant • Healthcare Support • Agent • Buyer • Equipment Tools Purchasing Agent • Sales Representative • Buyer and Seller • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Real Estate Agent at DPR REALTY LLC
Title:
Real Estate Professional
Location:
Phoenix, Arizona Area
Industry:
Real Estate
Work history:
DPR REALTY LLC - GlendaleReal Estate Agentsince Aug 2008Microsemi - Scottsdale, AZWafer fab OperatorFeb 2007 - Sep 2009
Skills:
Real Estate, Residential, Realty, First Time Home Buyers, Sellers, Home, Selling, Buying, Short...
Full Profile

Eric Bassingthwaighte Phoenix, AZ

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • School Principal • School Administrator • Educational Manager • Commodity Trading Advisor • Representative • Advisor • Agent • Sales Representative • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Principal at Fuel Risk Management
Location:
Phoenix, Arizona
Industry:
Financial Services
Work history:
Fuel Risk Management - Phoenix, ArizonaPrincipalsince Aug 2011Brightleaf Wealth Management - Scottsdale, AZPrincipalAug 2010 - Mar 2012
Full Profile

Debbie Cohen Scottsdale, AZ

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Senior Vice President • Vice President • Chief Executive • Advisor

Experience & Education

Position:
Senior Vice President Client Advisor - The Private Bank, Wealth Management at Bank of Arizona
Title:
BOK Financial Senior Vice President Client Advisor
Location:
Scottsdale, Arizona
Industry:
Investment Banking
Work history:
Bank of Arizona - Scottsdale ArizonaSenior Vice President Client Advisor - The Private Bank, Wealth Managementsince Dec 2007Bank of America - Sottsdale ArizonaVice President, Investment AdvisorApr 1984 - Dec 2007
Certifications:
Accredited Wealth Management Advisor, College for Financial Planning
Accredited Asset Management Specialist, College for Financial Planning
Full Profile

David Pierce Phoenix, AZ

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Customer Service

Experience & Education

Position:
Financial Advisor at Merrill Edge
Title:
Financial Advisor & High Net Worth Relationship Manager; Service, Integrity, Excellence, Stewardship
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Merrill Edge Financial Advisorsince Jun 2013Ronald Blue & Co. - Phoenix, Arizona AreaFiancial Advisor2005 - 2008
Skills:
Investments, Strategic Financial Planning, Asset Allocation, Small Business, High Net Worth...
Full Profile

Steve Herman Phoenix, AZ

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Development Director • Director • HR Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Business Development Director at Fiduciary Advisors, Ltd.
Title:
Business Development Director
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Fiduciary Advisors, Ltd. Business Development Directorsince Apr 2013Verisight, Inc - Scottsdale, AZDirectorAug 2011 - Jan 2013
Skills:
Pensions, Compliance, Retirement, 401k, Tax, Profit Sharing, Direct Sales, New Business...
Full Profile

Dan Nason Phoenix, AZ

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Relationship Manager • Account Service Manager • Client Service Officer • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Customer Service

Experience & Education

Position:
Relationship Manager at The Vanguard Group
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
The Vanguard Group - Scottsdale, AZRelationship Managersince Jan 2001Prudential Financial Registered RepresentativeMar 1993 - Dec 2000
Skills:
Series 7, Series 63
Certifications:
Certified Investment Management Analyst, Investment Management Consulting Association
Qualified 401(k) Administrator, American Society of Pension Professionals & Actuaries
Full Profile

Daniel Wani Scottsdale, AZ

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Law Specialist • Legal Counsel • Vice President • Chief Executive • Planner • Advisor • Psychologist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Position:
Vice President - Senior Wealth Planner at Wells Fargo
Title:
Vice President - Senior Wealth Planner at Wells Fargo Private Bank
Location:
Paradise Valley, Arizona
Industry:
Legal Services
Work history:
Wells Fargo - Scottsdale, ArizonaVice President - Senior Wealth PlannerWells Fargo - Scottsdale, ArizonaVice President - Senior Estate Specialist - Senior Trust & Fiduciary Specialist2012 - 2013
Skills:
Tax Law, Estate Planning, Trusts, Estate Tax Planning, Business Planning, Succession Planning,...
Full Profile

Shawna Wilkinson Scottsdale, AZ

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Director • Vice President • Operations Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director at Cambridbge Fiduciary
Title:
Fiduciary and Financial Consulting serving the Total Client Experience
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
Cambridbge Fiduciary Directorsince Jul 2011Wedbush Securities Vice PresidentJun 2005 - Jul 2010
Full Profile

Mario Martinez Phoenix, AZ

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • School Principal • School Administrator • Educational Manager • Representative

Experience & Education

Position:
Principal at Fuduciary Solutions, LLC, Principal at Fiduciary Solutions
Title:
Principal at Fiduciary Solutions
Location:
Phoenix, Arizona Area
Industry:
Legal Services
Work history:
Fuduciary Solutions, LLC PrincipalFiduciary Solutions - Scottsdale, AZPrincipalsince 2000
Full Profile

Colin Hill Scottsdale, AZ

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Supporting Member • Team Member • Technical Support Specialist • Systems Support Specialist • Support Specialists • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Vanguard fiduciary trust company
Communication flex associate
Company:
Compass bank - Tempe, AZ
Web technical support specialist / customer service representative
Full Profile

Greg Mona Scottsdale, AZ

Professions & Specialties

Trust Law Attorney • Lawyer • Licensed Real Estate Broker • Broker Associate • Property Manager • Real Estate Manager • Real Estate Sales Agent • Leader • Managers • Purchasing Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Counselor • Representative • Supporting Member • Team Member • Business Administrator • Advisor • Agent • Buyer and Seller • Sales Representative • Owner • Operations Manager • Chief Executive • Cook • School Administrator • Educational Manager

Experience & Education

Position:
Associate Broker at Realty Executives
Title:
Your Local Realtor - Serving Scottsdale and Surrounding Communities
Location:
Scottsdale, Arizona
Industry:
Real Estate
Work history:
Realty Executives - Scottsdale, AZAssociate Brokersince Dec 2011HomeSmart Realty - Scottsdale,AZAssociate BrokerNov 2010 - Dec 2011
Skills:
Negotiation, Project Management, Business Development, Residential Homes, Real Estate, Single...
Fiduciary responsibility
Full Profile

Joshua Graunke Scottsdale, AZ

Professions & Specialties

Trust Law Attorney • Lawyer • Accounting Clerk • Accounts Payable • Accounts Payable Specialist • Financial Analyst • Controlling Specialist • Accounting Bookkeeper • Bookkeeper • Controller • Information Technology Specialist • IT Specialist • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Student Worker • Founding Member • Chief Executive

Experience & Education

Position:
Staff Accountant at Levementum
Location:
Scottsdale, Arizona
Industry:
Information Technology and Services
Work history:
Levementum - Chandler, ArizonaStaff Accountantsince Jun 2012Cole Capital - Phoenix, Arizona AreaAccounts Payable - ContractDec 2011 - Apr 2012
fiduciary
Full Profile

Natalie Dopp Phoenix, AZ

Professions & Specialties

Trust Law Attorney • Lawyer • Vice President • Partner • Chief Executive Officer • Chief Executive • Corporate Executive • Human Resources Specialist • Talent Acquisition Advisor • Recruitment • Talent Agent • Information Technology Specialist • IT Specialist • Non-Profit • Operations Manager • Human Resources Representative • Human Resource Manager • Organization Management • Managers • Compensations and Benefits

Experience & Education

Position:
Vice President, Human Resources at LifeLock
Location:
Phoenix, Arizona Area
Industry:
Information Technology and Services
Work history:
LifeLock - Tempe, AZVice President, Human Resourcessince Jun 2010Childhelp - Scottsdale, AZVice President, Human ResourcesMay 2008 - May 2010
..k,Administrative Committee to ensure fiduciary responsibilities were fulfilled as well..
Full Profile

Brian Hein Scottsdale, AZ

Professions & Specialties

Trust Law Attorney • Lawyer • Director • Partner • Senior Vice President • Operations Manager • Chief Executive • Vice President • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Computational Scientist • Computer Scientists • Associate in Applied Science • Master of Science • Leasing Professional • Property Manager • Real Estate Manager • Drafter

Experience & Education

Position:
Director at HighTower
Title:
Director | Partner | CIMA®, CRPS® | Hightower
Location:
Paradise Valley, Arizona
Industry:
Financial Services
Work history:
HighTower - Scottsdale, AZDirectorsince Jan 2012Morgan Stanley Smith Barney - Paradise Valley, AZSenior Vice President | 401(k) Cosulting DirectorNov 1989 - Jan 2012
Skills:
Investments, Retirement Planning, 401k, Series 7, Retirement, Defined Benefit, Portfolio...
Fiduciary
Full Profile

Sandra Naylor Scottsdale, AZ

Professions & Specialties

Trust Law Attorney • Lawyer • Psychologist • Manager • Operations Manager • Master of Social Work • Hospital Care Professional • Medical Social Worker • Medical Record Transcriber • Psychology Specialist • Health Professional • Health Practitioner • Social Workers • Medical Transcriptionist • Clinical Data Management Professional • Health Information Specialist • Healthcare Support • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Healthcare Practitioner • Education Professional • Instructor

Experience & Education

Position:
Geriatric Care Manager, MSW, MSIMC at Geriatric Medical Counseling, LLC
Title:
Geriatric Medical Counseling, LLC
Location:
Scottsdale, Arizona
Industry:
Hospital & Health Care
Work history:
Geriatric Medical Counseling, LLC - ArizonaGeriatric Care Manager, MSW, MSIMCsince Aug 2007Fresenius Medical Care - Phoenix, Arizona AreaMedical Social WorkerJan 2011 - Sep 2012
Certifications:
Understanding Aging, National Association of Social Workers
Role of Social Worker in Long Term Care, CARES
Ensured fiduciary responsibility
Full Profile

Cynthia Coniam Phoenix, AZ

Professions & Specialties

Trust Law Attorney • Lawyer • Chief Operating Officer • Chairperson • General and Operations Manager • Director of Operations • Operations Manager • Chief Executive • Bookkeeper • Accounts Payable • Accounts Payable Specialist • Accounts Receivable • Independent Business Owners • Independent Contractor • Business Manager • Service Manager • Contractor • Service Operations Expert • School Principal • School Administrator • Educational Manager • Agent • Client Service Officer • Sales Representative • Customer Service • Corporate Executive • Personnel Administrator • HR Manager • Community Service Manager • Compensations and Benefits • Clerical Specialist • Analysts • Technical Specialist • Technical Support Specialists • Automotive Specialist • Automotive Professional • Government Administration Professional • City Manager • Civil Servant • Employee Relations Specialist • Labor Relations Specialist

Experience & Education

Position:
Chief Operating Officer at Carrie Hall and Associates, Bookkeeper at 25th Street Automotive...
Title:
Chief Operating Officer at Carrie Hall and Associates
Location:
Phoenix, Arizona Area
Industry:
Insurance
Work history:
Carrie Hall and Associates - Scottsdale, ArizonaChief Operating Officersince May 200825th Street Automotive - Phoenix, ArizonaBookkeepersince May 2008
Skills:
Program Management, Budgets, Training, Leadership, Human Resources, Organizational Development,...
..self funded so there was additional fiduciary responsibilities
Full Profile

Brandon Lebovitz Scottsdale, AZ

Professions & Specialties

Trust Law Attorney • Lawyer • Supporting Member • Planner • Team Member • Government Administration Professional • Personnel Coordinator • Personnel Specialist • Recruitment • Community Service Manager • Team Leader • Chief Executive • Operations Manager • Market Analyst • Market Research Analyst • Juris Doctor • Property Manager • Real Estate Manager • Sales Representative

Experience & Education

Position:
Associate Planner at City of Scottsdale
Location:
Scottsdale, Arizona
Industry:
Government Administration
Work history:
City of Scottsdale - Scottsdale, ArizonaAssociate Plannersince Oct 2012City of Scottsdale - Scottsdale, ArizonaPlanning SpecialistFeb 2007 - Oct 2012
Skills:
Zoning, Entitlements, Real Estate Development, Land Use, Neighborhood Planning, Community...
Followed fiduciary agent responsibilities to buyers and sel..
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Jim Cannon Scottsdale, AZ

Professions & Specialties

Trust Law Attorney • Lawyer • Founder • Chief Executive Officer • Chairperson • Founding Member • Chief Executive • Corporate Executive • Advisor • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Agent • Sales Representative • Property Manager • Real Estate Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Founder and CEO at Dynamic Wealth Advisors
Title:
Founder & CEO, Dynamic Wealth Advisors
Location:
Scottsdale, Arizona
Industry:
Investment Management
Work history:
Dynamic Wealth Advisors - NationalFounder and CEOsince 2009AIG Financial Advisors, Inc President/CEO2005 - 2008
Skills:
Financial Advisory, Financial Services, Business Planning, Investment Advisory, Alternative...
401,k,Fiduciary Advice Group
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Dinah Gans Scottsdale, AZ

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Analyst • Business Intelligence Professional • Analysts • Business Consultant • Advisor • Data Analyst • Data Entry Specialist • Data Scientist • Project Manager • Independent Contractor • Contractor • Computational Scientist • Computer Specialist • Computer Scientists • Psychologist • Bachelor of Science • Master of Science • Customer Service • Survey Researcher • Psychology Specialist • Project Managers • Independent Business Owners

Experience & Education

Position:
Sr. Data Analyst (BI) at CVS Caremark Corporation
Title:
Sr. Analyst Data (BI) at CVS Caremark Corporation
Location:
Scottsdale, Arizona
Industry:
Information Services
Work history:
CVS Caremark Corporation Sr. Data Analyst (BI)since Jan 2013CVS Caremark Corporation - ScottsdaleReporting Analyst (BI)Jul 2011 - Jan 2013
Certifications:
Series 13-33, PROPERTY & CASUALTY INSURANCE PRODUCER
Series 13-34, LIFE, ACCIDENT/HEALTH INSURANCE PRODUCER
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Jessica Bondi Scottsdale, AZ

Professions & Specialties

Trust Law Attorney • Lawyer • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychologist • Psychology Specialist • Student Worker

Experience & Education

Position:
Private Bank Analyst at JPMorgan Chase
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
JPMorgan Chase - scottsdale, azPrivate Bank Analystsince Jul 2013Community Credit Counseling Services - Denver, COFinancial Education AssistantJun 2012 - Aug 2012
Languages:
English, Italian, Spanish
Collaborated with the Fiduciary Department regarding client portfolios
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Melody Charlton Phoenix, AZ

Professions & Specialties

Trust Law Attorney • Lawyer • Compliance Officer • Bank Examiner • Financial Compliance Examiner • Auditor • Director of Quality Control • Vice President • Compliance Manager • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Team Member • Inspector • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Compliance Officer at GE Capital Americas - Franchise Finance
Location:
Phoenix, Arizona Area
Industry:
Banking
Work history:
GE Capital Americas - Franchise Finance - Scottsdale, AZCompliance Officersince Jan 2012Prudential Financial Services VP, Chief Compliance OfficerApr 2009 - Mar 2012
Fiduciary Risk Manager at National City Bank
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Brian Allery Phoenix, AZ

Professions & Specialties

Trust Law Attorney • Lawyer • Counselor • Senior Advisor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Partner • Chief Executive • Sports Trainer • Sports Trainers • Human Resources Specialist • Recruitment • Managers • Purchasing Manager • Operations Manager • Purchasing Managers • Human Resource Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Secretary • Hospital Care Professional • Health Professional • Health Practitioner • Buyer • Buyer and Seller • Sales Representative

Experience & Education

Position:
Council Member / Subject Matter Expect: Strategy / Healthcare at Gerson Lehrman Group (GLG),...
Title:
Organizational Management Professional
Location:
Phoenix, Arizona Area
Industry:
Management Consulting
Work history:
Gerson Lehrman Group (GLG) - PhoenixCouncil Member / Subject Matter Expect: Strategy / Healthcaresince Aug 2010NACO Management, LLC - Phoenix, AZOrganizational Development Strategist & Consultantsince Jan 2010
Skills:
Healthcare, HR Generalist, Full-life Cycle Recruiting, Employee Benefits, Compensation Structure...
..being the Benefits & Retirement Plan Fiduciary
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Charity Maggard Scottsdale, AZ

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Insurance Professional • Underwriter • Health Information Manager • Health Services Administrator • Medical Services Manager • Health Services Manager • Licensed Real Estate Broker • Property Manager • Real Estate Sales Agent • Real Estate Manager • Customer Service • Client Service Officer • Market Analyst • Market Research Analyst • Model • Advisor • Chief Networking Officer • Customer Relations

Experience & Education

Position:
Medicare. Health. Life. Long-term care specialist at Bankers Life and Casualty
Title:
Medicare Expert. Lifestyle Protection. Retirement Income.
Location:
Scottsdale, Arizona
Industry:
Insurance
Work history:
Bankers Life and Casualty - Scottsdale AZMedicare. Health. Life. Long-term care specialistsince 2011American Income Life - PhoenixInsurance ProfessionalJun 2010 - Jun 2011
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Jacob Pruitt Phoenix, AZ

Professions & Specialties

Department Manager • Department Supervisor • Manager • Operations Manager • Sales Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Agent • Sales Executive • Sales Representative • Advisor • Model

Experience & Education

Position:
Western Region Department Head - GM at The Vanguard Group
Title:
Western Region Department Head - GM
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
The Vanguard Group - Scottsdale, AZWestern Region Department Head - GMsince Mar 2012The Vanguard Group - Scottsdale, AZNational Sales Management - GMMar 2009 - Mar 2012
Certifications:
FINRA Licenses 6,7,24,26 and 63
investment and fiduciary needs for Vanguard's institutional clien..
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Dean Keltner Phoenix, AZ

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Marketing Professional • Advertising Sales Agent • Coordinator • Independent Contractor • Managers • Contractor • Independent Business Owners • Office Assistant • Business Administrator • Analysts • Office Clerk • Clerical Specialist • Operations Manager • Director of Operations • Owner • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Bachelor of Science • Construction Specialist • Construction Laborer • Client Service Officer • Customer Service

Experience & Education

Position:
Middle Market at Willis, Property Services Provider and Coordinator, Primary Residential and Income ...
Title:
Experienced Insurance Underwriting and Marketing Professional
Location:
Phoenix, Arizona Area
Industry:
Insurance
Work history:
Willis - Scottsdale, AZMiddle Marketsince Mar 2013Self-Employed - Metro-PhoenixProperty Services Provider and Coordinator, Primary Residential and Income Generatingsince 2009
Skills:
Insurance, Marketing, Business Development, Territory Management, Financial Analysis, Operations...
Certifications:
Property Producer License, Arizona Department of Insurance
Casualty Producer License, Arizona Department of Insurance
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Laura Turner Scottsdale, AZ

Professions & Specialties

Trust Law Attorney • Lawyer • Office Administrator • Operations Manager • Project Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Project Manager • Agent • Sales Representative • Chief Executive • Corporate Executive • Clergy • Property Manager • Real Estate Manager

Experience & Education

Position:
Branch Office Administrator at Edward Jones
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
Edward Jones - Scottsdale, AZBranch Office Administratorsince Jul 2013Cutler Real Estate - Cincinnati AreaAssistant & Project ManagerDec 2012 - Jun 2013
maintained fiduciary diligence
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Rich Harrington Scottsdale, AZ

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Agent • Sales Representative • Guide • Investor • Tour Guide • Certified Nurse Aide • Nurse • Nurse Practitioner • Property Manager • Real Estate Manager

Experience & Education

Specialties:
REO / Bank Owned, Short sales, Residential sales, Luxury homes, First time home buyers, Distressed properties
Work:
My Arizona Realty
Fountain Hills, AZ
(480) 725-6491 (Phone)
Certifications:
GRI, ABR, CDPE
Client type:
Home Buyers, Home Sellers
Property type:
Single Family Home, Condo/Townhome
Languages:
English
About:
Since 2008, I have been providing full-service, residential real estate services for: * buyers *...
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Richard Harrington Scottsdale, AZ

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Agent • Sales Representative • Client Service Officer • Guide • Investor • Tour Guide • Certified Nurse Aide • Nurse • Nurse Practitioner • Customer Service • Property Manager • Real Estate Manager

Experience & Education

Specialties:
REO / Bank Owned, Short sales, Residential sales, First time home buyers, Distressed properties
Work:
My Arizona Realty
Fountain Hills, AZ
(480) 440-9450 (Phone)
Certifications:
GRI, ABR, CDPE
Client type:
Home Buyers, Home Sellers
Property type:
Single Family Home, Condo/Townhome
Interests:
Family, Friends
Awards:
Ask Me, Call Me
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Jason Feld Scottsdale, AZ

Professions & Specialties

Lawyer • Agent • Sales Representative

Experience & Education

Work:
EXCALIBUR REALTY RE/MAX
Scottsdale, AZ
(480) 850-5000 (Phone)
Interests:
Real Estate Investment for profit, fishing, hiking, tennis, basketball, soccer, movies
About:
Total devotion to my profession and my clients. Strong belief in fiduciary responsabilities to whom ...
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Fiduciarys near Scottsdale, AZ066132198264330PhoenixMesaTempeChandlerGilbert