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Trust Law Attorneys in Iowa

Trust Law Attorneys in Dubuque, IA

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5 results found

Amy Mccarthy Dubuque, IA

Professions & Specialties

Fiduciary • Advocate • Trust Law Attorney • Lawyers • Jurist • Legal Counsel • Chief Executive Officer • Vice President • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President and Managing Director of Key Accounts, West Region at Prudential Financial
Title:
Managing Director, Key Accounts at Prudential Retirement
Location:
Dubuque, Iowa Area
Industry:
Financial Services
Work history:
Prudential Financial - Dubuque, Iowa AreaVice President and Managing Director of Key Accounts, West Regionsince Oct 1998
Skills:
Sales Negotiation, Sales Presentations, 401(k) Industry, Personal Financial Planning, Certified...
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Leah Kostuck Dubuque, IA

Professions & Specialties

Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Business Administrator • Secretary • Bachelor of Science • Management Team Executive • Operations Manager

Experience & Education

Position:
Plan Enhancement/E-Commerce at Prudential Retirement
Location:
Dubuque, Iowa Area
Industry:
Financial Services
Work history:
Prudential Retirement Plan Enhancement/E-Commercesince Dec 2009Prudential Financial Client ConsultantFeb 2000 - Dec 2009
Skills:
Strong analytical skills along with the ability to translate complex concepts into practical...
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Kizzy Gaul Dubuque, IA

Professions & Specialties

Law Specialist • Lawyers • Compliance Officer • Counselor • Advisor • Bank Examiner • Financial Compliance Examiner • Auditor • Director of Quality Control • Compliance Manager • Software Tester • Technical Support Specialist • Computer Specialist • Systems Support Specialist • Support Specialists

Experience & Education

Position:
Compliance Officer at Dubuque Bank and Trust Company
Location:
Dubuque, Iowa Area
Industry:
Law Practice
Work history:
Dubuque Bank and Trust Company Compliance Officersince Oct 2007CarteGraph Systems Technical Services ConsultantOct 1999 - Oct 2007
Skills:
Retirement plan design and consulting
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Mary Patch Dubuque, IA

Professions & Specialties

Trust Law Attorney • Lawyers • Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Senior Account Executive • Relationship Manager • Senior Customer Service Representative • Client Service Officer • Account Service Manager • Customer Service • Sales Manager • Chief Executive • Analysts • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Director, Business Development at Steele Capital Management
Location:
Dubuque, Iowa Area
Industry:
Financial Services
Work history:
Steele Capital Management Director, Business Developmentsince Jul 2000Emjay Corporation Senior Account Executive1996 - 2000
Skills:
Plan Design - Reviews & Recommendations, Plan Compliance Testing & Analysis, Investment Reviews,...
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Katie Skorupski Dubuque, IA

Professions & Specialties

Trust Law Attorney • Lawyers • Director • Operations Manager • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member

Experience & Education

Position:
Director Sales Development South Central at Prudential Retirement
Title:
Director of Client Development at Prudential Retirement South Central / Mid-Atlantic
Location:
Dubuque, Iowa Area
Industry:
Investment Management
Work history:
Prudential Retirement - Dubuque, IowaDirector Sales Development South Centralsince Sep 2012Prudential Financial - Dubuque, Iowa AreaRelationship ManagerAug 1999 - Sep 2012
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Trust Law Attorneys near Dubuque, IA01Hazel Green


Trust Law Attorneys around Dubuque, IA

Hazel Green  (1)

Trust Law Attorneys in Iowa

Sub-specializations

Fiduciary  (5)