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Trust Law Attorneys in North Carolina

Trust Law Attorneys in Charlotte, NC

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250 results found

Robert Vandevrede Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Operations Manager • Director of Operations • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Analyst • Independent Contractor • Analysts • Contractor • Compensations and Benefits • Hospital Care Professional • Health Professional • Health Practitioner • Sales and Service Specialist • Sales Agent • Sales Representative • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Business Development
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
Connextions, Inc - CharlotteLicensed Operations ManagerJul 2010 - Dec 2012Definebenefits, inc AnalystJan 2004 - Dec 2012
Skills:
New Business Development, Project Management, Consulting, Employee Benefits, Risk Management,...
Certifications:
Certified Employee Benefits Specialist (CEBS), ISCEBS
Certified Retirement Services Professional (CRSP), ISCEBS
Full Profile

Raffaele Bruno Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Business Manager • Subject Matter Expert • Skilled Professional • Relationship Manager • Supplier • Account Service Manager • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • SalesForce Administrator • Database Administration Professional • Database Administrator • Partner • Operations Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
E business ManagerDigital Lead - Digital Strategy and Experience TIAA-CREF at TIAA-CREF,...
Title:
e- Business Manager, Digital Stratgey TIAA-CREF
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
TIAA-CREF E business ManagerDigital Lead - Digital Strategy and Experience TIAA-CREFsince Mar 2010TIAA-CREF Relationship Managersince Aug 2004
Languages:
Italian
Full Profile

Robert Mccollum Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Apprentice • Team Member • Master of Business Administration • Bachelor of Science • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Work

Company:
U.s. trust, bank of america private wealth management
Specialized fiduciary officer / avp, specialized fiduciary officer ii
Company:
First citizens bank - Charlotte, NC
Trust account specialist ii
Full Profile

Nancy Perri Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Counselor • Visionary • Advisor • Planner • Chief Administrative Officer • Chairperson • Founder • Board Member • Chief Executive • Founding Member • Management Team Executive • Operations Manager • Human Resources Specialist • Recruitment

Experience & Education

Position:
Health and Benefits Insurance Agent at Paychex Insurance Agency
Title:
Insurance Consultant at Paychex Insurance Agency
Location:
Charlotte, North Carolina Area
Industry:
Insurance
Work history:
Paychex Insurance Agency Health and Benefits Insurance Agentsince Sep 2011Operation Oligo Cure - Huntersville, NCPresidentAug 2011 - 2013
Full Profile

Alexis Nash Charlotte, NC

Professions & Specialties

Executor • Trust Law Attorney • Lawyers • Financial Services Professional • Financial Planner • Financial Consultant • Financial Services Sales Agent • Financial Management Analyst • Manager • Director • Operations Manager • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Services Professional
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
KNC Inc, Parental Estates - Mid-State of South CarolinaFinancial Planner, Estate Manager, Financial ConsultantJan 2009 - Dec 2012TIAA-CREF - Charlotte NCDirector SAS70 Internal Controls TeamApr 2006 - Sep 2008
Skills:
Business Analysis, Project Management, Process Improvement, Change Management, System Conversions...
Languages:
Spanish
Full Profile

Laurie Todd Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Board Member • Director of Quality Control • Chief Executive • Management Team Executive • Operations Manager • Compliance Manager • Counselor • Compliance Officer • Security • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner • Bank Examiner • Financial Compliance Examiner • Auditor

Experience & Education

Position:
Vice President, Senior Audit Consultant at Bank of America
Location:
Charlotte, North Carolina Area
Industry:
Banking
Work history:
Bank of America Vice President, Senior Audit Consultantsince Sep 2006Bank of America Vice President, Senior Compliance OfficerNov 2004 - Sep 2006
Full Profile

David Kloth Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Advisor • Vice President • Chief Executive • Security • Operations Manager • Financial Manager • HR Manager • Bachelor of Science • Accounting Bookkeeper • Bookkeeper • Investment Analyst • Puchasing and Estimating Manager

Experience & Education

Position:
Owner-Partner at First Colony Asset Management, LLC
Location:
Charlotte, North Carolina Area
Industry:
Investment Management
Work history:
First Colony Asset Management, LLC Owner-Partnersince 2010Fifth Third Bank Vice PresidentJul 2004 - Jul 2010
Skills:
Private Banking, Investments, Wealth Management, Asset Managment, Investment Management, Financial...
Full Profile

Neill Mcbryde Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Address:
100 North Tryon Street, Charlotte, NC
Phone:
(704) 331-1094 (Phone), (704) 378-2094 (Fax)
Work:
Moore & Van Allen  
Expirience:
56 years
Specialties:
Business Law, Estate Planning
Jurisdiction:
Georgia  (1972)
Georgia, 1972  
Law School:
University of North Carolina at Chapel Hill
Full Profile

Rob Vandevrede Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Advisor • Analyst • Independent Contractor • Analysts • Contractor • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners

Experience & Education

Position:
Advisor Services at Nepsis Advisor Services
Title:
Nepsis Advisor Services
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
Nepsis Advisor Services - NationalAdvisor Servicessince Aug 2013Definebenefits, inc AnalystJan 2004 - Dec 2012
Certifications:
Certified Employee Benefits Specialist (CEBS), ISCEBS
Certified Retirement Services Professional (CRSP), ISCEBS
Full Profile

Brand Hosford Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Manager • Chief Executive • Operations Manager • Investor • Managers

Experience & Education

Position:
Financial Advisor at Edward Jones Investments
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
Edward Jones Investments - Charlotte, NCFinancial Advisorsince Jan 2013US Bank National Association - Charlotte, NCVice President / ManagerFeb 2003 - Jul 2012
Skills:
Relationship Mgmt, Account Management, Portfolio Management, Team Mgmt, Financial Advisory, Series...
Full Profile

Michael Mcauliffe Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Director • Customer Relations • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Senior Analyst • Analyst • Analysts

Experience & Education

Position:
Director, Sales and Staffing at Fultech Consulting
Title:
Director, Sales and Staffing
Location:
Charlotte, North Carolina
Industry:
Financial Services
Work history:
Fultech Consulting - Charlotte, NCDirector, Sales and Staffingsince 2011MA&S Senior Analyst2010 - 2011
Full Profile

Adam Shearer Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Senior Vice President • Program Director • Chief Executive Officer • Chief Administrative Officer • Vice President • Chief Executive • Operations Manager • Corporate Executive • Controlling Specialist • Finance and Accounting Specialist • Controller • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Supporting Member • Construction • Team Member • Psychologist • Psychology Specialist

Experience & Education

Position:
Senior Vice President, Senior Enterprise Compliance Program Manager at Bank of America
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
Bank of America Senior Vice President, Senior Enterprise Compliance Program Managersince Oct 2010Parker Poe Adams & Bernstein LLP AssociateSep 2002 - Oct 2010
Skills:
Commercial Litigation, Risk Management, Compliance
Full Profile

Andrea Chomakos Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Address:
100 North Tryon Street, Charlotte, NC
Phone:
(704) 331-1185 (Phone), (704) 378-1985 (Fax)
Work:
Moore & Van Allen  
Expirience:
28 years
Specialties:
Estate Planning, Tax Law
Jurisdiction:
Michigan  
Michigan  (1997)
Education:
New York University School of Law, L.M. (2001)
University of Detroit Mercy School of Law, Doctor of Jurisprudence (Doctor of Laws) (1997)
Full Profile

Catherine Holmes Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Counselor • Volunteer • Advisor • Non-Profit • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Product Specialist • Marketing Manager • Field Marketing Specialist • Marketing Administrator • Brand Representative • Operations Manager • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Consultant - Volunteer at Merriewold
Title:
Investment Professional
Location:
Charlotte, North Carolina Area
Industry:
Investment Management
Work history:
Merriewold Consultant - Volunteersince Aug 2005Interstate/Johnson Lane Financial AdvisorOct 1995 - Jul 1997
Full Profile

James Contrino Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Counselor • Coordinator • Advisor • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analysts • Controlling Specialist • Controller • Cooks • Food Preparer • Food Preparation Worker • Production Manager • Production Director • Operations Manager • Director of Operations • Chief Administrative Officer • Chief Executive • Marketing Manager • Marketing Administrator • Master of Music • Information Technology Specialist • Network Systems Administrator • Computer Network Professional • Network Administrator • IT Specialist • Entertainment Professional • Entertainer • Graphic Designer • Client Service Officer • Customer Service

Experience & Education

Position:
Business Systems Consultant- Wealth Management Services, Business Architecture at Wells Fargo Bank
Title:
Business Systems Consultant - Wells Fargo Wealth Management Services
Location:
Charlotte, North Carolina
Industry:
Financial Services
Work history:
Wells Fargo Bank - Charlotte, North Carolina AreaBusiness Systems Consultant- Wealth Management Services, Business Architecturesince Jul 2010JetBlue Airways - New York, NYProject ProfessionalJul 2005 - Jul 2010
Skills:
Visio, MS Project, Coordination, Graphic Design, SharePoint
Languages:
Spanish
Full Profile

Keith Thornton Charlotte, NC

Professions & Specialties

General Counsel • Fiduciary • Of Counsel • Jurist • Legal Counsel • Trust Law Attorney • Lawyers • Senior Vice President • Executive Compensation • Vice President • Chief Executive

Experience & Education

Position:
Senior Vice President, Assistant General Counsel - ERISA/Employee Benefits at Bank of America,...
Title:
Senior Vice President, Assistant General Counsel at Bank of America
Location:
Charlotte, North Carolina Area
Industry:
Legal Services
Work history:
Bank of America - Charlotte, North Carolina AreaSenior Vice President, Assistant General Counsel - ERISA/Employee Benefitssince Aug 2010Ogletree Deakins AttorneyAug 2001 - Nov 2002
Full Profile

Laurie Todd Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Board Member • Director of Quality Control • Chief Executive • Management Team Executive • Operations Manager • Compliance Manager • Counselor • Compliance Officer • Security • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner • Bank Examiner • Financial Compliance Examiner • Auditor

Experience & Education

Position:
Vice President, Senior Audit Consultant at Bank of America
Location:
Charlotte, North Carolina Area
Industry:
Banking
Work history:
Bank of America Vice President, Senior Audit Consultantsince Sep 2006Bank of America Vice President, Senior Compliance OfficerNov 2004 - Sep 2006
Full Profile

Hall, Lauren Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Title:
Fiduciary Compliance & Risk Management Officer at First Charter Bank
Location:
Charlotte, North Carolina Area
Industry:
Banking
Full Profile

Peter Browning Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Executive Officer • Corporate Executive • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Training and Coaching Professional • Dean • Professional Development Teacher • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
Managing Director at PeterBrowning Partners
Title:
Managing Director Peter Browning Partners
Location:
Charlotte, North Carolina Area
Industry:
Professional Training & Coaching
Work history:
PeterBrowning Partners Managing Directorsince Oct 2009Queens University of Charlotte Dean McColl School Of Business2002 - 2005
Full Profile

Jerry Meek Charlotte, NC

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyers • Partner • Chief Executive

Experience & Education

Position:
Business and Tax Attorney at Self
Title:
Business and Tax Attorney
Location:
Charlotte, North Carolina Area
Industry:
Law Practice
Work history:
Self - Charlotte, North Carolina AreaBusiness and Tax Attorneysince Jul 2012Poyner Spruill LLP PartnerJun 2008 - Jun 2012
Full Profile

Chris Jones Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Advisor

Experience & Education

Position:
Fiduciary Tax Advisor at Wachovia
Location:
Charlotte, North Carolina Area
Industry:
Banking
Work history:
Wachovia Fiduciary Tax Advisor
Full Profile

Rhondale Haywood Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Assistant Vice President • Chief Executive • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Investment Advisor and Vice President at PNC Wealth Management
Location:
Charlotte, North Carolina
Industry:
Financial Services
Work history:
PNC Wealth Management - Charlotte, NCInvestment Advisor and Vice Presidentsince Jun 2012PNC Wealth Management - Princeton, NJInvestment Advisor and Assistant Vice PresidentMar 2009 - Jun 2012
Full Profile

Andrew Nesbitt Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Address:
100 N Tryon St, Charlotte, NC 28202
Phone:
(704) 331-1144 (Phone), (704) 378-1914 (Fax)
Work:
Moore & Van Allen  
Expirience:
23 years
Specialties:
Estate Planning, Tax Law
Jurisdiction:
North Carolina  (2002)
North Carolina, 2002  
Law School:
University of North Carolina at Chapel Hill
Full Profile

John Irwin Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Security • Supporting Member • Team Member • Analyst • Analysts • Banker • Financial Services Professional • Financial Services Sales Agent • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Trust Fiduciary Tax Ops Specialist IV at Wells Fargo
Title:
Security Ops Service Specialist IV Wells Fargo Wealth Management
Location:
Charlotte, North Carolina Area
Industry:
Investment Banking
Work history:
Wells Fargo - 28262Trust Fiduciary Tax Ops Specialist IVsince Jul 2010Wells Fargo - Charlotte, NCWealth Management Trust AssociateMay 2009 - Jul 2010
Full Profile

Frank Sturges Charlotte, NC

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyers • Chairperson • Chief Executive

Experience & Education

Position:
Attorney (& President of Firm) at Francis W. Sturges, P.A., Attorneys at Law
Title:
Attorney at Francis W. Sturges, P.A. - concentrating in Estate Planning and Estate/Trust Administration
Location:
Charlotte, North Carolina Area
Industry:
Law Practice
Work history:
Francis W. Sturges, P.A., Attorneys at Law Attorney (& President of Firm)since Jan 2002Ruff, Bond, Cobb, Wade & Bethune, L.L.P., Attorneys at Law Partner-AttorneyAug 1981 - Dec 2001
Full Profile

Alice Rizzi Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Position:
Fiduciary Tax Officer at Wachovia Bank
Location:
Charlotte, North Carolina Area
Industry:
Banking
Work history:
Wachovia Bank Fiduciary Tax Officer
Full Profile

John Sanders Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Coordinator • Administrative Officer • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager • Chief Administrative Officer • Chief Executive

Experience & Education

Position:
Family Service Coordinator at GenSpring Family Offices
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
GenSpring Family Offices Family Service Coordinatorsince May 2010U.S. Trust Bank of America Private Wealth Management Trust Administrative OfficerJun 2006 - May 2009
Full Profile

Monica Cooper Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Administrative Officer • Chief Executive • Supporting Member • Team Member

Experience & Education

Title:
--
Location:
Charlotte, North Carolina Area
Industry:
Banking
Work history:
Bank of America Merrill Lynch Business Support LeadAug 2006 - Mar 2009Bank of America Trust AssociateFeb 1999 - Jul 2005
Full Profile

Patrick Bowden Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Produce Manager • Production Manager • Project Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analyst • Project Manager • Analysts • Programmer Analyst • Information Systems Analyst • IT Analyst • IT Specialist • Buyer and Seller • Sales Representative • Automotive Professional

Experience & Education

Position:
Investment Product Manager at TIAA-CREF
Location:
Charlotte, North Carolina
Industry:
Financial Services
Work history:
TIAA-CREF - Charlotte, North Carolina AreaInvestment Product Managersince Jul 2012Thomson Reuters Fiduciary Services Analyst, LipperAug 2006 - Jul 2012
Full Profile

William Rikard Charlotte, NC

Professions & Specialties

Trial Lawyer • Lawyers • Fiduciary • Law Specialist • Trust Law Attorney • Doctor of Science • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Executive Compensation • Chairperson • Chief Executive • First Lieutenant

Experience & Education

Position:
Partner-Trial lawyer at Parker Poe Adams & Bernstein LLP
Title:
Trial lawyer at parker poe
Location:
Charlotte, North Carolina Area
Industry:
Law Practice
Work history:
Parker Poe Adams & Bernstein LLP - Charlotte, North Carolina AreaPartner-Trial lawyersince May 1972U.S. Army First Lieutenant1970 - 1972
Skills:
Commercial Litigation (jury trials), Alternative Dispute Resolution, Antitrust Law, Business Torts...
Certifications:
Law License, North Carolina, North Carolina State Bar
Full Profile

Serena Sharber Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Software Tester • Computer Specialist • Analyst • Supporting Member • Advisor • Representative • Analysts • Team Member • Chief Administrative Officer • Chief Executive • Master of Science

Experience & Education

Position:
Quality Assurance Analyst at Wachovia, A Wells Fargo Company
Location:
Charlotte, North Carolina Area
Industry:
Banking
Work history:
Wachovia, A Wells Fargo Company Quality Assurance Analystsince Mar 2006First Citizens Bank Trust Support RepresentativeSep 2003 - Mar 2006
Full Profile

Julia Rhue Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Law Specialist • Counselor • Compliance Agent • Supporting Member • Advisor • Compliance Officer • Team Member • Organization Management • Clerical Specialist • Administrative Clerk • Human Resources Specialist • Recruitment • Juris Doctor • Bachelor of Arts • High School Diploma • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Training and Coaching Professional • Professional Development Teacher • Administrative Medical Assistant • Medical Support Assistant • Health Support Worker • Healthcare Support • Student Worker • Survey Researcher • Operations Manager

Experience & Education

Position:
ERISA Fiduciary & Regulatory Consultant - Fiduciary and Regulatory Support Group at Wells Fargo
Title:
Technical & Research Consultant - Fiduciary & Regulatory Support Group, Wells Fargo Institutional Retirement and Trust
Location:
Charlotte, North Carolina Area
Industry:
Banking
Work history:
Wells Fargo ERISA Fiduciary & Regulatory Consultant - Fiduciary and Regulatory Support Groupsince Mar 2013SPX Corporation - Charlotte, North Carolina AreaBenefits Compliance SpecialistJan 2011 - Feb 2013
Full Profile

Amy Garrison Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Employee Relations Manager • Employment Assistant • Human Resources Specialist • Employee Relations Specialist • Labor Relations Specialist • Employee Placement Specialist • Recruitment

Experience & Education

Position:
Human Resources Manager at Donald Automotive Group
Title:
Human Resources Manager at Donald Automotive Grp
Location:
Charlotte, North Carolina Area
Industry:
Human Resources
Work history:
Donald Automotive Group Human Resources Managersince Jun 2007Jacobs Engineering Human Resources2006 - May 2007
Full Profile

Holly Yeakley Charlotte, NC

Professions & Specialties

Executor • Trust Law Attorney • Lawyers • Customer Service • Client Service Officer • Advisor • Director • Operations Manager • Sales Representative • Service Operations Expert • Marketing Manager • Computer Software Professional • Software Developers • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Secondary Power of Attorney and Health Care Advisor at Private Family Executor
Title:
Professional in Customer Service & Account Management
Location:
Charlotte, North Carolina Area
Industry:
Telecommunications
Work history:
Private Family Executor - Monroe, NC and La Crosse, WISecondary Power of Attorney and Health Care Advisorsince Apr 2008Global Compliance - Charlotte, North Carolina AreaDirector, Strategic PartnershipsApr 2010 - Feb 2011
Full Profile

Alan Harwood Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Financial Director • Board Member • Treasurer • Operations Manager • Director of Operations • Chief Executive Officer • Chief Administrative Officer • Financial Officer • Financial Manager • Management Team Executive • Corporate Executive • Chief Executive • Accounts Receivable • Accounts Payable • Accounts Payable Specialist • Sales Person • Sales Support • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent

Experience & Education

Position:
CFO at Epperson Lumber Sales, Inc
Location:
Charlotte, North Carolina Area
Industry:
Building Materials
Work history:
Epperson Lumber Sales, Inc CFOsince Jan 2003Weyerhaeuser Co Finance and Operations ManagerJan 1999 - Dec 2002
Full Profile

Hale Mast Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Executive Officer • Corporate Executive • Chief Executive • Training and Coaching Professional • Professional Development Teacher • Vice President • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Executive Director at Fiduciary and Investment Risk Management Association, Inc., Executive...
Title:
Executive Director at Fiduciary and Investment Risk Management Association, Inc.
Location:
Charlotte, North Carolina Area
Industry:
Professional Training & Coaching
Work history:
Fiduciary and Investment Risk Management Association, Inc. Executive DirectorFIRMA Executive Directorsince 1984
Full Profile

Aaron Terry Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Services Professional • Financial Services Sales Agent • Operations Manager

Experience & Education

Position:
Senior Trust & Fiduciary Specialist at Wells Fargo
Title:
Senior Trust & Fiduciary Specialist
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
Wells Fargo Senior Trust & Fiduciary SpecialistWells Fargo Trust & Fiduciary Specialist2010 - 2013
Skills:
Estate Planning, Retirement Planning, Elder Law, Tax, Wealth Management
Certifications:
Certified Trust and Financial Advisor (CTFA), Institute of Certified Bankers
Full Profile

David Ramsey Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chairperson • Chief Executive • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
President at Boiling Springs Financial Group
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
Boiling Springs Financial Group - Sherrills Ford, NCPresidentsince 1998Raymond James Financial Advisor/ Registered Principal1998 - 2011
Skills:
Sales Management, New Business Development, CRM, Management
Full Profile

Mary Deneszczuk Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Certified Public Accountant • Chief Accountant • Accounting Bookkeeper • Bookkeeper • Account Manager • Manager • Operations Manager • Business Consultant • Advisor • Analysts • Automotive Professional

Experience & Education

Position:
Project Professional - Engagement Manager at Jefferson Wells
Title:
CPA - Audit and Fin Ops Manager, Process Improvement
Location:
Charlotte, North Carolina Area
Industry:
Accounting
Work history:
Jefferson Wells Project Professional - Engagement Managersince May 2004Mellen, Smith, & Pivoz, P.C. – Senior Accountant Senior AccountantJan 2002 - Apr 2003
Full Profile

Daniel Jakobovits Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Pension Administrator • Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper • Talent Agent

Experience & Education

Position:
Retirement Plan Specialist at MillenniuM Investment & Retirement Advisors
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
MillenniuM Investment & Retirement Advisors - Charlotte, North Carolina AreaRetirement Plan Specialistsince Apr 2007
Skills:
Investments, ERISA, Retirement Plan Administration, Employee Benefits, Qualified Retirement Plans,...
Full Profile

Jason Davies Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Client Manager • Client Service Officer • Assistant Vice President • Vice President • Chief Executive • Supporting Member • Team Member • Customer Service • Account Service Manager • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Client Manager at Corporate Benefit Advisors
Location:
Charlotte, North Carolina Area
Industry:
Insurance
Work history:
Corporate Benefit Advisors, Inc Client ManagerNov 2009 - Jun 2010Bank of America Corporation Assistant Vice PresidentJul 2006 - Aug 2009
Full Profile

Matt Cribb Charlotte, NC

Professions & Specialties

Fiduciary • Claims Counsel • Trust Law Attorney • Lawyers • Legal Counsel • Analyst • Analysts • Agent • Sales Representative • Manager • Operations Manager • Financial Services Sales Agent

Experience & Education

Position:
Sr. Insurance & Risk Analyst at Electrolux
Location:
Charlotte, North Carolina Area
Industry:
Insurance
Work history:
Electrolux - Charlotte, NCSr. Insurance & Risk Analystsince Jan 2013Electrolux Product Liabilty Claim RepresentativeOct 2011 - Jan 2013
Full Profile

Jennifer Muckley Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Counselor • Supporting Member • Service Manager • Advisor • Team Member • Service Operations Expert • Assistant Vice President • Chief Executive Officer • Vice President • Chief Executive • Corporate Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Assistant Vice President at Abbot Downing
Title:
Senior Client Service Consultant at Abbot Downing
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
Abbot Downing - Charlotte, NCAssistant Vice Presidentsince Apr 2007US Trust Company Wealth Management Client Relationship AssociateMar 2005 - Mar 2007
Full Profile

Chancey Zifko Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Wealth Solution Center Advisor at BB&T
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
BB&T - Charlotte, North Carolina AreaWealth Solution Center Advisorsince Nov 2012BB&T - CharlotteWealth Solution Center Client SupportJun 2011 - Nov 2012
Certifications:
Series 7 certification, FINRA
Series 66, FINRA
Full Profile

Josh Chilton Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Analyst • Analysts • Business Administrator • Business Consultant • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Data Entry Specialist • Data Scientist • Internet Marketing Manager • Web Marketer • Marketing Manager • Operations Manager

Experience & Education

Position:
AVP- Marketing Database Analyst at Wells Fargo
Location:
Charlotte, North Carolina Area
Industry:
Investment Management
Work history:
Wells Fargo - Charlotte, NCAVP- Marketing Database Analystsince Dec 2012Wells Fargo AVP - Performance Measurement AnalystAug 2010 - Dec 2012
Full Profile

Clint Lackey Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Auditor • Controller

Experience & Education

Title:
Compliance Oversight Director, Fiduciary & Insurance Products and Services at Wells Fargo
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Full Profile

Andree Sharrieff Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Project Manager • Counselor • Advisor • Vice President • Development Director • Project Managers • Chief Executive • HR Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Wealth Learning & Development Project Manager at BB&T
Location:
Charlotte, North Carolina Area
Industry:
Banking
Work history:
BB&T Wealth Learning & Development Project Managersince Sep 2012BB&T Sr. Vice President, Wealth Learning & Development ManagerJun 2008 - Sep 2012
Skills:
Strategy, Strategic Planning, Financial Services, Wealth Management, Succession Planning,...
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Jade Finn Charlotte, NC

Professions & Specialties

Executor • Trust Law Attorney • Lawyers • Owner • Founder • Board Member • Chief Executive • Founding Member • Management Team Executive • Operations Manager • Chef • Food Preparer • Food Preparation Worker • Non-Profit

Experience & Education

Position:
Executor at Charlotte Order of Professional Chefs, Owner/ Operator at Charlotte's Best Chef...
Title:
Owner/ Operator at Charlotte's Best Chef Culinary Placement
Location:
Charlotte, North Carolina Area
Industry:
Food & Beverages
Work history:
Charlotte Order of Professional Chefs - Charlotte, North Carolina AreaExecutorsince Mar 2013Charlotte's Best Chef Culinary Placement - Charlotte, North Carolina AreaOwner/ Operatorsince Mar 2013
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Rebecca Schroeder Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Executive • Underwriter • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Executive Underwriter/Healthcare Specialist at Hartford Financial Products
Title:
Middle Market Executive Liability Underwriter
Location:
Charlotte, North Carolina Area
Industry:
Insurance
Work history:
Hartford Financial Products - Charlotte, North Carolina AreaExecutive Underwriter/Healthcare Specialistsince Apr 2008The Hartford - Charlotte, North Carolina AreaSmall Commercial UnderwriterJul 2005 - Apr 2008
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Laura Richardson Charlotte, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Manager • Assistant Vice President • Operations Manager • Vice President • Chief Executive • Service Manager • Service Operations Expert • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Fiduciary Tax Operations Service Manager at Wells Fargo Bank
Title:
Fiduciary Tax Operations Services Manager
Location:
Charlotte, North Carolina Area
Industry:
Banking
Work history:
Wells Fargo Bank Fiduciary Tax Operations Service Managersince Jun 2011Assistant Vice President & Manager; Wachovia, a Wells Fargo Company Assistant Vice PresidentSep 2005 - Jun 2010
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