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Fiduciarys in Florida

Fiduciarys in Tampa, FL

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Here is a complete list of nearly all local Fiduciarys in Tampa, FL.

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186 results found

Mark Wolfson Tampa, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Trial Court Judge • Judge • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Representative • Construction • Draughtsman • Bachelors Degree • Chief Executive • Drafter

Experience & Education

Office:
Foley & Lardner LLP
100 N. Tampa Street, Suite 2700, Tampa, FL 33601
Phone:
(813) 225-4119 (Phone)
Specialties:
Hospitality, Resort & Golf, Bankruptcy & Business Reorganizations
ISLN:
902652468
Admitted:
1982, Florida
Biography:
Mark J. Wolfson is a member of the firm's Litigation Department and its Bankruptcy & Business...
Full Profile

J. Caskey Tampa, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Office:
J. Richard Caskey, P.A.
777 South Harbour Island Boulevard, Suite 215, Tampa, FL 33602
Phone:
(813) 443-5709 (Phone)
Specialties:
Estate Litigation, Trust Litigation
ISLN:
916125767
Admitted:
2001, Florida and U.S. District Court, Middle District of Florida
Biography:
Florida Supreme Court Certified Circuit Mediator.
Full Profile

Marc Joseph Tampa, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Entertainment Law Attorney • Defense Attorney • Co-Founder • Founder • Founding Member • Chief Executive • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Office:
Phillip A. Baumann, P.A.
201 East Kennedy Boulevard, Suite 830, Tampa, FL 33602
Phone:
(813) 223-2202 (Phone)
Specialties:
Probate Administration, Probate Litigation
ISLN:
917321748
Admitted:
1999, Florida
Biography:
National Merit Scholar; Dean Honor Scholar. Former: Criminal Defense Attorney; Entertainment Law...
Full Profile

Robert Williams Tampa, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Referee • Judge • Executive Compensation • Director • Chief Executive • Operations Manager • Chairman of the Board • Board Member • Management Team Executive • Philanthrope • Non-Profit • Property Manager • Real Estate Manager

Experience & Education

Office:
Burr & Forman LLP
201 North Franklin Street, Tampa, FL 33602
Mailing Address:
P.O. Box 380, Tampa, FL, 33601
Phone:
(813) 367-5712 (Phone)
Specialties:
Health Care, Personal Injury
ISLN:
902732207
Admitted:
1972, Florida
Biography:
Rob is the senior member of the firm's litigation group, with over 38 years of experience in all...
Full Profile

Cynthia Waisman Tampa, FL

Professions & Specialties

Conservator • Fiduciary • Lawyers • Trust Law Attorney • Investor

Experience & Education

Office:
Cynthia I. Waisman, P.A.
5406 Hoover Boulevard, Unit 11, Tampa, FL 33634
Phone:
(813) 279-6180 (Phone)
Specialties:
Immigration and Naturalization Law, Trusts and Estates
ISLN:
914604233
Admitted:
1998, Illinois, 1999, Florida
Special Agencies:
American Immigration Lawyers Association, Clearwater Bar Association, Illinois State Bar Association, Florida Bar Association, Upper Tampa Bay Chamber of Commerce.
Full Profile

Lowell Walters Tampa, FL

Professions & Specialties

Fiduciary • Lawyers • Trust Law Attorney • Security • Independent Contractor • Non-Profit • Guide • Contractor • Tour Guide • Chief Administrative Officer • Chairperson • Chief Executive • Human Resources Specialist • Recruitment • Insurance Actuary • Statistician • Certified Nurse Aide • Nurse • Nurse Practitioner • Reporter • Independent Business Owners

Experience & Education

Office:
GrayRobinson, P.A.
401 East Jackson Street, Suite 2700, Tampa, FL 33602
Phone:
(813) 273-5000 (Phone)
Specialties:
ERISA & Employee Benefits, Taxation
ISLN:
913789696
Admitted:
1997, New York and New Jersey, 2000, Florida
Biography:
Lowell helps business owners and entities receive beneficial tax treatment for their retirement and ...
Full Profile

Alan Nisberg Tampa, FL

Professions & Specialties

Trial Lawyer • Judicial Clerk • Mediator • Arbitrator • Fiduciary • Notary • Lawyers • Judicial Law Clerk • Referee • Judge • Trust Law Attorney • Partner • Board Member • Chief Executive • Management Team Executive • Operations Manager • Butler • Speaker • Representative • Personal Care Aide • Spokesperson • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Bachelor of Arts • Doctor of Medicine • Author

Experience & Education

Office:
Butler Pappas Weihmuller Katz Craig LLP
777 South Harbour Island Boulevard, Tampa, FL 33602
Phone:
(813) 281-1900 (Phone)
Specialties:
Appellate, Extra-Contractual
ISLN:
900830257
Admitted:
1992, Florida
Biography:
Alan J. Nisberg is a Partner at Butler Pappas. Rated "AV" (Preeminent) for both legal proficiency...
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Michelle Anderson Tampa, FL

Professions & Specialties

Corporate Counsel • Trust Law Attorney • Lawyers • Legal Counsel • Supervisor • Managers • Non-Profit • Advisor • Dental Specialist • Stomatologist • Human Resources Specialist • Recruitment • Author • Fisher • Chief Executive

Experience & Education

Office:
Fisher & Phillips LLP
401 East Jackson Street, Tampa, FL 33602
Phone:
(813) 769-7500 (Phone)
Specialties:
Labor and Employment, Americans with Disabilities Act - ADA
ISLN:
919507614
Admitted:
2007, Florida, 2009, Louisiana
Biography:
Michelle Anderson represents employers in all aspects of employment law in both state and federal...
breaches of fiduciary duty and violations of trade secret laws
Full Profile

Charles Ketchey Tampa, FL

Professions & Specialties

Fiduciary • Lawyers • Trial Lawyer • Trust Law Attorney • Partner • Board Member • Chairperson • Founder • Chief Executive • Management Team Executive • Operations Manager • Founding Member • Representative • Designers • General Contractor • Sheet Rock Worker • Construction Manager • Drywall Worker • Wallboard Installer • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Office:
Trenam, Kemker, Scharf, Barkin, Frye, O'Neill & Mullis Professional Association
101 East Kennedy Boulevard, Tampa, FL 33602
Phone:
(813) 227-7440 (Phone)
Specialties:
Commercial Litigation, Business and Corporate Litigation
ISLN:
905907473
Admitted:
1974, Florida, U.S. Court of Appeals, Eleventh Circuit
Biography:
Charles ("Charlie") Ketchey joined the firm in December 2007 as a Shareholder in the Commercial...
Full Profile

Scott Damon Tampa, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Partner • Chief Executive • Butler • Personal Care Aide • Bachelor of Arts • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Entertainment Professional • Entertainer

Experience & Education

Office:
Butler Pappas Weihmuller Katz Craig LLP
777 South Harbour Island Boulevard, Tampa, FL 33602
Phone:
(813) 281-1900 (Phone)
Specialties:
Intellectual Property, Product Recall
ISLN:
900670365
Admitted:
1994, Florida, 1995, U.S. District Court, Southern and Middle Districts of Florida
Biography:
Scott E. Damon is a Partner at Butler Pappas. Scott focuses his practice on commercial litigation,...
Full Profile

Richard Fueyo Tampa, FL

Professions & Specialties

Magistrate • Trust Law Attorney • Lawyers • Justice of The Peace • Administrative Court Justice • Administrative Law Attorney • Of Counsel • Jurist • Legal Counsel • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Owner • Board Member • Chief Executive • Management Team Executive • Operations Manager • Guide • Tour Guide • Editor

Experience & Education

Office:
Trenam, Kemker, Scharf, Barkin, Frye, O'Neill & Mullis Professional Association
101 East Kennedy Boulevard, Tampa, FL 33602
Phone:
(813) 227-7471 (Phone)
Specialties:
Antitrust and Trade Regulation, Commercial Litigation
ISLN:
900106727
Admitted:
1994, Florida, U.S. District Court, Middle District of Florida and U.S. Court of Appeals, Eleventh Circuit
Biography:
Rick Fueyo joined the firm in 2000 and is a Senior Member. Prior to law school, Rick worked seven...
Represented heir in breach of fiduciary duty action against trustee
Full Profile

John Caskey Tampa, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Juris Doctor • Master of Business Administration • Bachelor of Science

Experience & Education

Company:
J. Richard Caskey, P.A.
Address:
305 S. Magnolia Avenue, Tampa, FL 33606 - Property Information
Phone:
(813) 443-5709 (Office), (813) 489-5727 (Fax)
Specialties:
Probate - 100%
Licenses:
Florida - Member in Good Standing     2001
Experience:
Attorney at J. Richard Caskey, P.A.     2010-present
Attorney at Steven L. Hearn, P.A.     2003-2008
School:
University of Florida, Fredric G. Levin College of Law     2001
Degree:
JD - Juris Doctor - Law
School:
University of Florida     2000
Degree:
MBA - Master of Business Adminsitration - Finance and Management
Awards:
Named as Rising Star in the Area of Estate and Trust Litigation - Florida Super Lawyers     2011
Named a "Legal Elite/Up & Comer" - Florida Trend Magazine     2011
Associations:
Florida Bar Probate Rules Committee - Member     2009-present
Florida Bar, Real Property, Probate and Trust Law Section - Executive Council     2007-present
Full Profile

Adam Alaee Tampa, FL

Professions & Specialties

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

Experience & Education

Office:
Foley & Lardner LLP
100 N. Tampa Street, Suite 2700, Tampa, FL 33601
Phone:
(813) 225-4106 (Phone)
Specialties:
Business Litigation & Dispute Resolution, Construction
ISLN:
918645294
Admitted:
2004, Florida, U.S. District Courts for the Northern, Middle, and Southern Districts of Florida
Biography:
Adam R. Alaee is senior counsel with Foley & Lardner LLP. He is a member of the Construction and...
Full Profile

Richard Denmon Tampa, FL

Professions & Specialties

Lawyers • Entertainment Professional • Entertainer • Partner • Chief Executive

Experience & Education

Company:
Carlton Fields Jorden Burt PA
Address:
4221 West Boy Scout Boulevard, Suite 1000, Tampa, FL 33607 - Property Information
Phone:
(813) 229-4219 (Office)
Specialties:
Securities Offerings - 40%(41 years)
Corporate / Incorporation - 25%(41 years)
Licenses:
Florida - Member in Good Standing     1990
New York - Currently registered     1983
Experience:
Shareholder/Partner at Carlton Fields Jorden Burt, PA     1989-present
Special Counsel (1987-89)/Attorney Advisor(1984-87) at Securities and Exchange Commission, Division of Corporation Finance, Washington DC     1984-1989
School:
University at Buffalo Law School, The State University of New York     1982
Degree:
JD - Juris Doctor - Law
School:
State University of New York at Binghamton     1979
Degree:
BS - Bachelor of Science
Languages:
English
Awards:
America's Leading Securities Lawyers - Best Lawyers     2013
Florida Super Lawyer - Florida Super Lawyers     2013
Associations:
American Bar Association, Business Law Section, Committee on Federal Regulations of Securities - Member
American Bar Association, Business Law Section, Federal Regulation of Securities Committee, Disclosure and Continuous Reporting Subcommittee - Chair
Full Profile

Duane Daiker Tampa, FL

Professions & Specialties

Fiduciary • Arbitrator • Trust Law Attorney • Lawyers • Referee • Judge • Construction • Treasurer • Chairperson • Financial Officer • Financial Manager • Chief Executive • Presenter • Associate Professor • Lecturer • Postsecondary Teacher • Copy Desk Chief • Copy Editor • Editing Professional • Writing and Editing Professional • Writer and Editor

Experience & Education

Office:
Shumaker, Loop & Kendrick, LLP
101 East Kennedy Boulevard, Suite 2800, Tampa, FL 33602
Phone:
(813) 227-2329 (Phone)
Specialties:
Appellate, Fidelity, Surety and Specialty Bonds
ISLN:
900302396
Admitted:
1994, Florida, All State and District Courts Florida
Biography:
Duane A. Daiker is Board Certified by the Florida Bar as an Appellate Practice Specialist. He...
Full Profile

Donna Longhouse Tampa, FL

Professions & Specialties

Fiduciary • Lawyers • Trust Law Attorney • Lecturer • Associate Professor • Postsecondary Teacher • Author • Juris Doctor • Chairperson • Treasurer • Chief Executive • Financial Officer • Financial Manager

Experience & Education

Office:
Allen Dell, P.A.
202 South Rome Avenue, Suite 100, Tampa, FL 33606
Phone:
(813) 223-5351 (Phone), (813) 229-6682 (Fax)
Specialties:
Wealth Preservation, Trusts and Estates, Estate and Gift Tax
ISLN:
900469471
Admitted:
1993, Florida, U.S. Tax Court
Biography:
Donna L. Longhouse practices exclusively in the areas of tax law, trusts and estates. Her practice...
Full Profile

Douglass Farnsworth Tampa, FL

Professions & Specialties

Fiduciary • Lawyers • Trust Law Attorney • Ophthalmologist • Chairperson • Chief Executive • Supporting Member • Team Member • Physician

Experience & Education

Office:
Trenam, Kemker, Scharf, Barkin, Frye, O'Neill & Mullis Professional Association
101 East Kennedy Boulevard, Tampa, FL 33602
Phone:
(813) 227-7455 (Phone)
Specialties:
ERISA, Employee Benefits and Compensation, Health Care
ISLN:
918723435
Admitted:
2006, Florida, Minnesota
Biography:
Douglass Farnsworth joined Trenam Kemker in 2006 and became a Shareholder in 2013. Douglass...
Full Profile

Dean Kent Tampa, FL

Professions & Specialties

Trial Lawyer • Fiduciary • Lawyers • Trust Law Attorney • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Chairperson • Board Member • Manager • Chief Executive • Management Team Executive • Operations Manager • Higher Education Professional • School Administrator • Educational Manager • Team Member

Experience & Education

Office:
Trenam, Kemker, Scharf, Barkin, Frye, O'Neill & Mullis Professional Association
101 East Kennedy Boulevard, Tampa, FL 33602
Phone:
(813) 227-7423 (Phone)
Specialties:
Commercial Litigation, Technology, E-Commerce & Intellectual Property
ISLN:
915889127
Admitted:
2000, Florida, U.S. District Court, Northern, Middle and Southern Districts of Florida and U.S. Court of Appeals, Eleventh Circuit
Biography:
Dean joined the firm in 2001 as an associate in the Commercial Litigation Department, became a...
Full Profile

Joseph Bryant Tampa, FL

Professions & Specialties

Assistant Attorney General • Trial Lawyer • Fiduciary • Lawyers • Attorney General • Trust Law Attorney • Supporting Member • Team Member

Experience & Education

Office:
Morgan & Morgan, P.A.
201 N. Franklin Street, 7Th Floor, Tampa, FL 33602
Phone:
(800) 896-3062 (Phone), (813) 223-5402 (Fax)
Specialties:
Personal Injury
ISLN:
908711107
Admitted:
1986, Florida, U.S. District Court, Middle District of Florida and U.S. Court of Appeals, 11th Circuit
Biography:
Joseph R. Bryant is 3rd generation Tampa native. He graduated Jesuit High School in 1977, received...
Full Profile

Julio Esquivel Tampa, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chairperson • Board Member • Chief Executive • Management Team Executive • Operations Manager

Experience & Education

Office:
Shumaker, Loop & Kendrick, LLP
101 East Kennedy Boulevard, Suite 2800, Tampa, FL 33602
Phone:
(813) 227-2325 (Phone)
Specialties:
Corporate Law / Business Organizations, Franchise and Distribution
ISLN:
901161732
Admitted:
1992, Florida
Biography:
Julio C. Esquivel, a member of the Firm's Management Committee, has significant experience in...
Full Profile

Jennifer Newsom Tampa, FL

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyers

Experience & Education

Position:
Attorney at Coleman Law Firm
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Law Practice
Work history:
Coleman Law Firm Attorneysince Feb 2009Goodman & Nekvasil, P.A. AttorneyDec 2001 - Dec 2008
Full Profile

Albert Silva Tampa, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Partner • Chief Executive • Non-Profit • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Juris Doctor • Bachelor of Science

Experience & Education

Office:
Foley & Lardner LLP
100 N. Tampa Street, Suite 2700, Tampa, FL 33601
Phone:
(813) 225-4181 (Phone)
Specialties:
Hospitality, Resort & Golf, Taxation
ISLN:
911920640
Admitted:
1996, Florida
Biography:
Albert P. Silva is a partner with Foley & Lardner LLP and is a member of the Taxation Practice. He...
Full Profile

Darby Jones Tampa, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Juris Doctor

Experience & Education

Company:
Professional Fiduciary Services, LLC
Address:
5402 W Laurel St Ste 209, Tampa, FL 33607 - Property Information
Phone:
(727) 260-1130 (Office)
Specialties:
Trusts - 40%
Estate Planning - 20%
Licenses:
Florida - Member in Good Standing     1992
Maryland - Active     1998
School:
American University, Washington College of Law     
Degree:
JD - Juris Doctor - Law
Full Profile

Lansing Scriven Tampa, FL

Professions & Specialties

Law Clerk • Chief Judge • Fiduciary • Legal Counsel • Judicial Law Clerk • Judge • Trust Law Attorney • Lawyers • Construction • Representative • Physician • General Contractor • Construction Manager • Sales Agent • Sales Representative • Chief Administrative Officer • Chairperson • Board Member • Chief Executive • Management Team Executive • Operations Manager • Master of Business Administration

Experience & Education

Office:
Trenam, Kemker, Scharf, Barkin, Frye, O'Neill & Mullis Professional Association
101 East Kennedy Boulevard, Tampa, FL 33602
Phone:
(813) 227-7430 (Phone)
Specialties:
Alternative Dispute Resolution, Appellate
ISLN:
903887661
Admitted:
1987, Florida, 1989, U.S. District Court, Middle District of Florida
Biography:
Lansing "Lanse" Scriven rejoined Trenam Kemker in June 2013 and is a member of the firm's...
Full Profile

Kevin Mccoy Tampa, FL

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyers

Experience & Education

Position:
Attorney at Carlton Fields, P.A.
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Law Practice
Work history:
Carlton Fields, P.A. Attorneysince Oct 2009DLA Piper AttorneyMar 2007 - Sep 2009
Skills:
Please see my firm bio for the practice areas in which I concentrate., Litigation
Full Profile

Christopher Polaszek Tampa, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Master of Business Administration • Senator • Legislator • Investor

Experience & Education

Office:
Morgan & Morgan, P.A.
201 N. Franklin Street, 7Th Floor, Tampa, FL 33602
Phone:
(813) 223-5505 (Phone), (813) 223-5402 (Fax)
Specialties:
Securities Fraud Litigation, Antitrust Litigation
ISLN:
915153914
Admitted:
1997, Florida, United States Supreme Court
Biography:
Mr. Polaszek currently specializes in securities fraud class actions on behalf of defrauded...
Full Profile

Kevin Mccoy Tampa, FL

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyers

Experience & Education

Position:
Attorney at Carlton Fields, P.A.
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Law Practice
Work history:
Carlton Fields, P.A. Attorneysince Oct 2009DLA Piper AttorneyMar 2007 - Sep 2009
Full Profile

David Cohen Tampa, FL

Professions & Specialties

Sports Attorney • General Counsel • City Attorney • Fiduciary • Lawyers • Of Counsel • Jurist • Legal Counsel • Trust Law Attorney • Judicial Law Clerk • Director • Operations Manager • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Human Resources Specialist • Recruitment • Chief Executive • Department Store Salesperson • Retail Professional • Retail Salesperson • Bachelor of Science • Entertainer • Sports Trainers • Student Worker

Experience & Education

Position:
General Counsel at Tampa Bay Buccaneers
Title:
Experienced in-house sports lawyer serving as General Counsel of the Tampa Bay Buccaneers
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Sports
Work history:
Tampa Bay Buccaneers - Tampa, FloridaGeneral Counselsince Jan 2013Angels Baseball LP - Anaheim, CaliforniaDirector, Legal Affairs and Risk ManagementMar 2007 - Jan 2013
Skills:
Negotiation, Contract Negotiation, Risk Management, Workers Compensation, Sports Law, Baseball,...
Certifications:
Attorney, State Bar of California
Certified Athletic Trainer, National Athletic Trainers Association Board of Certification
Full Profile

Andrea Mcminn Tampa, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Advisor • Leader • Recognition • Managers • Sports Trainer • Sports Trainers • Teller • Branch Manager • Field Marketing Specialist • Marketing Administrator • Marketing Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Private Wealth Management Assistant at Regions Financial Corporation
Title:
Regions Bank
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Banking
Work history:
Regions Financial Corporation - Clearwater, FLPrivate Wealth Management Assistantsince Feb 2013Regions Bank Branch Service LeaderDec 2007 - Feb 2013
Skills:
Loans, Banking, Credit Analysis, Credit, Mortgage Lending, Loan Origination, Management, Data...
Full Profile

Gregory Richards Tampa, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Board Member • Chairperson • Management Team Executive • Operations Manager • Chief Executive

Experience & Education

Office:
Allen Dell, P.A.
202 South Rome Avenue, Suite 100, Tampa, FL 33606
Phone:
(813) 223-5351 (Phone), (813) 229-6682 (Fax)
Specialties:
Estate Planning, Estate Settlement and Trust Administration, Estate and Gift Tax
ISLN:
911991756
Admitted:
1994, Florida, U.S. District Court, Middle District of Florida
Biography:
Gregory A. Richards, Jr. is a Tampa native. He attended the University of South Florida, earning...
Full Profile

Adam Rauman Tampa, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Counselor • Advisor • Speaker • Office Assistant • Spokesperson • Representative • Office Clerk • Clerical Specialist • Host • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Vice President • Founder • Chairperson • Board Member • Chief Executive • Founding Member • Management Team Executive • Operations Manager • Juris Doctor • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Securities Consultant & Expert Witness at Self
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Legal Services
Work history:
Self Financial Securities Consultant & Expert Witnesssince Nov 2009Raymond James Annuity Trading SpecialistDec 2006 - Jul 2009
Skills:
Expert Witness: Annuities and Financial Securities, Account Analysis, Asset Allocation, Breach of...
Full Profile

Terrance Power Tampa, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Founder • Chairperson • Founding Member • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Operations Manager • Financial Manager • Auditor • Compensations and Benefits • Underwriter • Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Sales Agent • Client Service Officer • Sales Representative • Pilot • Business Administrator • Compliance Officer • Analysts • Air Transportation Worker • Master of Science • Customer Service • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
Founder/President at The Platinum 401k, Inc., Founder/President at Plan Compliance Services, Inc.,...
Title:
Retirement Plan Industry Executive
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
The Platinum 401k, Inc. - Clearwater, FLFounder/Presidentsince Oct 2011Plan Compliance Services, Inc. - Clearwater, FloridaFounder/Presidentsince Mar 2001
Skills:
Retirement Planning, 401k, Retirement Solutions, Plan Administration, Retirement Plan Consulting,...
Languages:
French
Certifications:
Accredited Investment Fiduciary Analyst, fi360
Accredited Investment Fiduciary, fi360
Full Profile

Kathi Carlock Tampa, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Manager • Chief Information Officer • Operations Manager • Technology Director • Technology Manager • Technical Managers • Accounting Bookkeeper • Bookkeeper • Managers • Health Professional • Health Practitioner

Experience & Education

Title:
In Transition
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Telecommunications
Work history:
Verizon Data Services - Temple Terrace, FLSenior Financial Consultant, Business Operations SupportJun 2010 - Feb 2013Verizon Information Technologies LLC - Temple Terrace, FLManager, Financial Planning and AnalysisOct 2003 - Jun 2010
Full Profile

Dominick Furlano Tampa, FL

Professions & Specialties

Fiduciary • Notary Public • Trust Law Attorney • Lawyers • Notary • Controller • Counselor • Advisor • Manager • Partner • Operations Manager • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Controller at David A. Straz, Jr. Center for the Performing Arts (formerly the Tampa Bay Performing ...
Title:
Controller at David A. Straz, Jr. Center for the Performing Arts
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Performing Arts
Work history:
David A. Straz, Jr. Center for the Performing Arts (formerly the Tampa Bay Performing Arts Center) - Tampa/St. Petersburg, Florida AreaControllersince May 2006The Aspen Group, Inc. ControllerOct 1990 - May 2006
Full Profile

Livie Gerelus Tampa, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Supporting Member • Team Member • Business Administrator • Inspector • Agent • Supplier • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • Accounts Payable • Accounts Payable Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Operations Manager • Master of Business Administration • Bachelor of Science • Student Worker • Recruitment

Experience & Education

Location:
Tampa/St. Petersburg, Florida Area
Industry:
Accounting
Work history:
Job Inquiries Tax Staff2009 - 2009Brimmer, Burek, Keelan Tax AssociateNov 2007 - Sep 2009
Skills:
Certified Fraud Examiner
Full Profile

Gregory Wilder Tampa, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Executive Officer • Managing Member • Corporate Executive • Chief Executive • Manager • Operations Manager • Bachelor of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers • Financial Services Sales Agent

Experience & Education

Position:
Executive Director at J.P. Morgan Asset Management
Title:
J.P. Morgan Private Bank, Executive Director
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Banking
Work history:
J.P. Morgan Asset Management Executive Directorsince Sep 2011Stellar Private Wealth Solutions, LLC Managing MemberApr 2011 - Oct 2011
Certifications:
Certified Public Accountant, Florida
Attorney, Florida Bar
Full Profile

Bob Lang Tampa, FL

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyers • Property Manager • Real Estate Manager

Experience & Education

Position:
Senior Counsel at Holland & Knight LLP
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Law Practice
Work history:
Holland & Knight LLP Senior Counselsince Jun 2003Office of the State Attorney Sixth Judicial Circuit of Florida Assistant State AttorneyJun 1997 - Mar 2001
Skills:
Commercial Litigation, Litigation, Civil Litigation, Trial Practice, Appeals, Legal Research,...
Full Profile

Jeanene Soltis Tampa, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sales Account Associate • Client Service Officer • Sales Executive • Construction • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Sales Manager

Experience & Education

Position:
Real Estate Sales Associate & Mortgage Loan Originator at Keller Williams Gulfside Realty & ...
Title:
Real Estate Sales Associate Keller Williams Gulfside Realty & MLO Atlantic Mortgage Direct LLC
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Keller Williams Gulfside Realty & Atlantic Mortgage Direct LLC - St Petersburg FLReal Estate Sales Associate & Mortgage Loan Originatorsince Jun 2013Fiduciary Funding - Seminole FloridaLoan Executivesince Jan 2012
Certifications:
Florida Military Specialist, Florida Assoc of Realtors
Real Estate Sales Associate, DBPR
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Richard Leisner Tampa, FL

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyers • Partner • Chief Executive • Psychologist • Supporting Member • Team Member • Psychology Specialist

Experience & Education

Position:
Shareholder at Trenam Kemker
Title:
Corporate and securities partner at Trenam Kemker
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Law Practice
Work history:
Trenam Kemker Shareholdersince Dec 1972Fried Frank AssociateSep 1970 - Dec 1972
Skills:
Mergers & Acquisitions, Corporate Law, Corporate Governance, Venture Capital, Start-ups,...
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Daniel Alride Tampa, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Advocate • Jurist • Legal Counsel • Chief Executive Officer • Vice President • Corporate Executive • Chief Executive • Marketing Manager • Financial Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Client Service Officer • Customer Service • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
Chief Executive Officer at Appollo Wind Technologies, LLC
Title:
Chief Executive Officer at Appollo wind Technologies
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Research
Work history:
Appollo Wind Technologies, LLC Chief Executive Officersince Jul 2009Wells Fargo Private Banking Vice PresidentDec 2007 - Jun 2009
Skills:
Banking, Strategic Financial Planning, Loans, Investments, Mortgage Lending, Mergers, Credit,...
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Kristin Beeman Tampa, FL

Professions & Specialties

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

Experience & Education

Position:
Vice President and Relationship Manager at Wells Fargo
Title:
Vice President & Relationship Manager
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Wells Fargo - Tampa, FLVice President and Relationship Managersince Jul 2012J.P. Morgan Retirement Plan Services Communications StrategistMay 2011 - Jul 2012
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Carl Berry Tampa, FL

Professions & Specialties

Associate Attorney • Fiduciary • Law Specialist • Lawyers • Trust Law Attorney • Paralegal • Executive Compensation • Chief Executive • Supporting Member • Team Member • Juris Doctor • Survey Researcher • Manuscript Editor • Editing Professional • Writing and Editing Professional • Writer and Editor • Recruitment

Experience & Education

Position:
Business Law and Tax Attorney at Trenam Kemker PA
Title:
Buiness Law and Tax Shareholder at Trenam Kemker
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Law Practice
Work history:
Trenam Kemker PA Business Law and Tax Attorneysince 2007Simpson Thacher & Bartlett LLP Associate2005 - 2007
Skills:
Executive Compensation, Deferred Compensation, Tax Law, Corporate Law, Private Equity, Executive...
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Pete D'angio Tampa, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • National Director • Director • Chief Executive • Operations Manager • Philanthrope • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Sales Person • Sales Representative

Experience & Education

Position:
National Director, Not for Profit Markets at Pentegra Retirement Services
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Pentegra Retirement Services - Tampa/St. Petersburg, Florida AreaNational Director, Not for Profit Marketssince Apr 2012TIAA-CREF - Tampa, FLDirector, Institutional Business Development, South East and South Central RegionsJan 2008 - Apr 2012
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Gregory Chesney Tampa, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Managing Member • Chairperson • Manager • Operations Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Community Service Manager • Recruitment • Team Member

Experience & Education

Position:
Managing Member at Chesney Financial Services, Chairman at Westchase E Community Development District
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Chesney Financial Services Managing Membersince Jan 2004Westchase E Community Development District Chairmansince 2002
Skills:
Fiduciary reviews, personal income modeling, investment selection, participant education, insurance ...
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Gary Greenwell Tampa, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Program Director • Chief Administrative Officer • Operations Manager • Chief Executive • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Information Technology Specialist • Programmer • Computer Programmer • Technical Support Specialist • IT Specialist • Systems Support Specialist • Support Specialists • Counselor • Advisor

Experience & Education

Location:
Tampa/St. Petersburg, Florida Area
Industry:
Information Technology and Services
Work history:
Integrated Systems Analysts Program Manager - Automotive & Diversified OperationsNov 1999 - Jul 2008Lockheed Martin Program ManagerMay 1996 - Nov 1999
Skills:
Proficient in: Excel, Word, Windows 2000 / XP, Publisher, PowerPoint, MS Project, AutoCad...
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Larry Galantis Tampa, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager • Marketing Manager • Operations Manager • Financial Services Sales Agent • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
President at Wealth Guidance Group Inc., Registered Principal at Raymond James Financial Services
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Investment Management
Work history:
Wealth Guidance Group Inc. Presidentsince Apr 2000Raymond James Financial Services Registered Principalsince 2000
Skills:
Transitional Positioning, In life, there will be that one event that may impact your finances...
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Dan Edwards Tampa, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • School Principal • School Administrator • Educational Manager • Founder • Founding Member • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Principal & Founder at Prism Fund Solutions, Inc.
Title:
Principal & Founder, Prism Fund Solutions, Inc.
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Prism Fund Solutions, Inc. Principal & Foundersince 2002KELLER WILLIAMS Realtor2005 - 2009
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Michael Valdez Tampa, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Partner • Founder • Co-Founder • Chief Executive • Founding Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Partner at Family Financial Advocates, LLC Family Office Services, Founder at Business Transition...
Title:
Wealth Preservation| Tax Diversification| Fiduciary Oversight
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Family Financial Advocates, LLC Family Office Services - Offices in Altamonte Springs and Tampa FloridaPartnersince Mar 2012Business Transition Council Foundersince 2008
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Michael Montgomery Tampa, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • School Principal • School Administrator • Educational Manager • Market Analyst • Market Research Analyst • Speaker • Spokesperson • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive Officer • Manager • Corporate Executive • Chief Executive • Operations Manager

Experience & Education

Position:
Managing Principal at Montgomery Retirement Plan Advisors, Inc.
Title:
at Montgomery Retirement Plan Advisors
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Montgomery Retirement Plan Advisors, Inc. - Tampa, FloridaManaging Principalsince Jul 2004ING Retirement Plan Services Managing DirectorJul 1992 - Oct 2002
Certifications:
CEFEX certified as an advisor to Defined Contribution plans, Centre for Fiduciary Excellence
Five-Star IFLC Fiduciary Fitness Ranking, Investment Fiduciary Leadership Council
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John Stewart Tampa, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Advisor • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
TRUST AND FIDUCIARY SPECIALIST at WELLS FARGO TRUST
Title:
SR TRUST ADVISOR at WACHOVIA TRUST
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Banking
Work history:
WELLS FARGO TRUST TRUST AND FIDUCIARY SPECIALISTsince 2006
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