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Trust Law Attorneys in Wisconsin

Trust Law Attorneys in Green Bay, WI

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26 results found

Tony Krance Green Bay, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Owner • Chief Executive • Investor • Planner • Counselor • Advisor • Guide • Tour Guide • Educator • Education Professional • Instructor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sports Trainer • Sports Trainers • Operations Manager • Sales Representative

Experience & Education

Position:
Independent Fiduciary | 401k Plan Strategist | Investor Coach|Matson Money at 401k Plan Advisors,...
Title:
Independent Fiduciary | 401k Plan Strategist | Retirement Plan & Financial Advisor | President & Owner
Location:
Green Bay, Wisconsin Area
Industry:
Financial Services
Work history:
401k Plan Advisors - Green Bay, Wisconsin AreaIndependent Fiduciary | 401k Plan Strategist | Investor Coach|Matson Moneysince Sep 2005401k Plan Advisors - Green Bay, Wisconsin AreaRetirement Planner & Educator | Investment & Financial Advisor | Fee only Financial Advisorsince Sep 2005
Skills:
Portfolio Management, Asset Management, 401k, Financial Planning, Retirement, Investments, ERISA...
Certifications:
CERTIFIED FINANCIAL PLANNER, CFP Board
Cash Balance Consultant, Kravitz Inc.
Full Profile

Christopher Sitek Green Bay, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Financial Manager • Investment Management Professional • Financial Services Sales Agent • Chief Operating Officer • Managing Partner • Vice President • Partner • Operations Manager • General and Operations Manager • Director of Operations • Chief Executive • Coordinator • Visionary • Business Administrator • Analysts • Managers • Planner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychologist • Master of Business Administration • Psychology Specialist

Experience & Education

Position:
Portfolio Manager at M&I Investment Management Company
Location:
Green Bay, Wisconsin Area
Industry:
Investment Management
Work history:
M&I Investment Management Company Portfolio Managersince Apr 2008Integritas360, LLC PrincipalOct 2006 - Apr 2008
Skills:
Portfolio Management, Investment Consulting, Global Fiduciary Standards, Speaking On Various...
Full Profile

Nicholas Crary Green Bay, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Sales Manager • Sales Director • Manager • Operations Manager • Leader • Counselor • Managers • Advisor • Financial Services Professional • Financial Services Sales Agent • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Inside Sales Manager at PAI
Location:
Green Bay, Wisconsin Area
Industry:
Investment Management
Work history:
PAI Inside Sales Managersince Feb 2013Employer Retirement Investment Advisors, LLC. Financial Services RepresentativeOct 2010 - Feb 2013
Full Profile

Mike Tanner Green Bay, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Manager • Financial Manager • Financial Director • Operations Manager • Financial Officer • Accounts Receivable • Accounts Payable • Accounts Payable Specialist • Subject Matter Expert • Skilled Professional

Experience & Education

Position:
Accounting Shared Services Manager at Nemak
Title:
Accounting Shared Services Manager
Location:
Green Bay, Wisconsin Area
Industry:
Ranching
Work history:
Nemak - Sheboygan, Wisconsin AreaAccounting Shared Services Managersince Nov 2012Cargill - Wichita, Kansas AreaSenior Financial ManagerJan 2011 - Jan 2012
Full Profile

Maureen Occhino Green Bay, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Business Manager • Office Assistant • Office Clerk • Clerical Specialist • Accounts Payable • Accounts Payable Specialist • Human Resources Specialist • Recruitment • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Operations Manager

Experience & Education

Position:
Business and Office Manager at Harley Davidson of Green Bay
Title:
Professional business manager with expertise in accounting, staffing, sales and marketing seeking a new opportunity.
Location:
Green Bay, Wisconsin Area
Industry:
Accounting
Work history:
Harley Davidson of Green Bay - Green Bay, Wisconsin AreaBusiness and Office Managersince Sep 1989
Full Profile

Chelsea Melnarik Green Bay, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Counselor • Shift Supervisor • Non-Profit • Advisor • Shift Manager • Managers • Customer Service • Client Service Officer

Experience & Education

Position:
Leasing Consultant at Fiduciary Real Estate Development
Location:
Green Bay, Wisconsin
Industry:
Real Estate
Work history:
Fiduciary Real Estate Development - Green Bay, WisconsinLeasing Consultantsince Feb 2013Menchie’s Frozen Yogurt - Madison, Wisconsin AreaShift LeaderJun 2012 - Dec 2012
Full Profile

Tony Krance Green Bay, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Security • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Regional Fiduciary at National Retirement Security Plan
Location:
Green Bay, Wisconsin Area
Industry:
Financial Services
Full Profile

Denise Vigue Green Bay, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Office Assistant • Office Clerk • Clerical Specialist • Financial Director • Chairperson • Financial Officer • Financial Manager • Community Service Manager • Chief Executive • Government Administration Professional • Advisor • Analysts • Psychology Specialist

Experience & Education

Position:
Executive Assistant-Finance at Oneida Tribe
Title:
Executive Assistant at Oneida Tribe
Location:
Green Bay, Wisconsin Area
Industry:
Government Administration
Work history:
Oneida Tribe Executive Assistant-Financesince Sep 2008Oneida Tribe of Indians of Wisconsin Legislative Assistant to the ChairMar 2002 - Aug 2005
Skills:
Leadership Development, Holistic Health, Performance Management, Organizational Analysis,...
Languages:
Oneida language (conversational)
Full Profile

Anthony Krance Green Bay, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Fiduciary Advisor at 401K Plan Advisors
Location:
Green Bay, Wisconsin Area
Industry:
Financial Services
Full Profile

Park Drescher Green Bay, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Team Leader • Operations Manager • Bachelor of Arts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Chief Fiduciary Officer at Baylake Bank
Location:
Green Bay, Wisconsin Area
Industry:
Investment Management
Work history:
Baylake Bank - Green Bay, Wisconsin AreaChief Fiduciary Officersince Jun 2008Baylake Bank - Green Bay, Wisconsin AreaSenior Trust OfficerFeb 2006 - Jun 2008
Certifications:
Certified Trust and Financial Advisor, Institute of Certified Bankers - American Bankers Association
Full Profile

Meg Kolb Green Bay, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Assistant Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Assistant Vice President/Trust Officer at Associated Wealth Management, Assistant Vice...
Title:
Assistant Vice President/Trust Officer at Associated Wealth Management
Location:
Green Bay, Wisconsin Area
Industry:
Financial Services
Work history:
Associated Wealth Management Assistant Vice President/Trust Officersince 2000
Full Profile

Bobbi Hoff Green Bay, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Supporting Member • Volunteer Coordinator • Team Member • Non-Profit • Tax Preparer • Tax Accountant • Chief Administrative Officer • Chief Executive

Experience & Education

Position:
Associate at Hawkins, Ash, Baptie & Company, LLP
Location:
Green Bay, Wisconsin Area
Industry:
Accounting
Work history:
Hawkins, Ash, Baptie & Company, LLP Associatesince Jan 2008Relevant Radio Volunteer Coordinator2006 - 2007
Skills:
Non-profits, Customer Service, Social Networking, Microsoft Office, Microsoft Word, Social Media,...
Full Profile

Fiona Theiss Green Bay, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Assistant Property Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Real Estate Sales Agent

Experience & Education

Position:
Assistant Property Manager at Fiduciary Real Estate Development
Location:
Green Bay, Wisconsin Area
Industry:
Real Estate
Work history:
Fiduciary Real Estate Development Assistant Property Manager
Full Profile

Jen Fietz Green Bay, WI

Professions & Specialties

Marketing Manager • Partner • Chief Executive • Marketing Administrator • Marketing Consultant • Market Analyst • Market Research Analyst • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Marketing Manager at PAi, Plan Administrators, inc.
Title:
Marketing Manager at PAi (Plan Administrators, Inc.)
Location:
Green Bay, Wisconsin Area
Industry:
Financial Services
Work history:
PAi, Plan Administrators, inc. - United StatesMarketing Managersince Mar 2012Ameriprise Auto and Home Insurance - De Pere, WISenior Marketing Communications SpecialistApr 2005 - Mar 2012
Full Profile

Dawn Mehne Green Bay, WI

Professions & Specialties

Trust Law Attorney • Lawyers • Development Director • HR Manager • Independent Consultant • Independent Contractor • Counselor • Advisor • Contractor • Independent Business Owners • Chairperson • Operations Manager • Marketing Manager • Chief Executive • Coordinator • Analysts • Managers • Accounts Payable • Accounts Payable Specialist • Accounts Receivable • Property Manager • Real Estate Sales Agent • Real Estate Manager • Sports Trainer • Sports Trainers • Bachelor of Science • Wellness and Fitness

Experience & Education

Position:
Sales Development Manager at WEL Companies, Independent Consultant at Arbonne International...
Location:
Green Bay, Wisconsin Area
Industry:
Transportation/Trucking/Railroad
Work history:
WEL Companies Sales Development Managersince May 2010Arbonne International Independent Consultantsince Sep 2008
Skills:
Microsoft Office (Word, Excel, Powerpoint), property Management, ability to work well with others,...
Full Profile

David Stauffacher Green Bay, WI

Professions & Specialties

Trust Law Attorney • Lawyers • Senior Advisor • Volunteer • Counselor • Advisor • Non-Profit • Partner • Director • Chief Executive • Operations Manager • Business Administrator • Organization Management • Corporate Executive • Marketing Manager • Model • SEO Specialist • Web Marketer • Bachelor of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Volunteer Counselor at Green Bay SCORE (Local Chapter 508), Senior Advisor at Strategic Management...
Title:
Senior Advisor at Strategic Management Associates LLC
Location:
Green Bay, Wisconsin
Industry:
Management Consulting
Work history:
Green Bay SCORE (Local Chapter 508) - Green Bay, Wisconsin AreaVolunteer Counselorsince Jul 2012Strategic Management Associates Senior Advisorsince Apr 2010
Skills:
Strategic Planning, Business Planning, Business Strategy, Banking, Planning
Full Profile

Larry Schwochert Green Bay, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Financial Analyst • Hospital Care Professional • Health Professional • Health Practitioner • Team Member • Internal Auditing Manager • Auditor • Accounting Analyst • Analyst • Business Administrator • Analysts • Master of Business Administration • Bachelor of Business Administration • Consumer Goods Professional • Commodities Clerk • Operations Manager • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Analyst, Senior at Aurora Health Care
Location:
Green Bay, Wisconsin Area
Industry:
Hospital & Health Care
Work history:
Aurora Health Care - Green Bay, Wisconsin AreaFinancial Analyst, Seniorsince Jan 2013Aurora Health Care - Hartford and Wauwatosa WIFinancial Analyst, SeniorSep 2008 - Jan 2013
Skills:
Accounting, Budget, Budget Process, Charge Master, Cost Accounting, Cost Management, Epic Systems,...
Full Profile

Elizabeth Gibson Green Bay, WI

Professions & Specialties

Lawyers • Vice President • Chief Executive • Instructor • Pedagogue • Personnel Coordinator • Personnel Specialist • Recruitment • Certified Nurse Aide • Nurse • Nurse Practitioner • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President / Private Banking Officer at Associated Bank Private Client Services, Fitness...
Title:
Vice President Associated Private Client Services
Location:
Green Bay, Wisconsin Area
Industry:
Banking
Work history:
Associated Bank Private Client Services - Green Bay, Wisconsin AreaVice President / Private Banking Officersince Jun 2001YMCA - Green Bay, Wisconsin AreaFitness Instructor, Staff Coordinatorsince 2000
Full Profile

Chuck Dolsky Green Bay, WI

Professions & Specialties

Vice President • Chief Executive • Benefits Manager • Compensations and Benefits • Sales Person • Sales Representative

Experience & Education

Position:
Vice President - Employee Benefits Manager at Nicolet National Bank
Title:
Vice President - Retirement Plan Services at Nicolet National Bank
Location:
Green Bay, Wisconsin Area
Industry:
Banking
Work history:
Nicolet National Bank Vice President - Employee Benefits Managersince Nov 2003US Bank Vice President Employee BenefitsMay 1996 - Nov 2003
Skills:
401k, Benefits Administration, Workers Compensation, Property & Casualty Insurance, Employee...
Full Profile

Mary Hanzel Green Bay, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Partner • Chairman of the Board • Chief Executive • Chairperson • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Officer • Financial Manager • Compensations and Benefits • Non-Profit

Experience & Education

Position:
Retired at Pension Inc., Partner/Chairman of the Board at Pension Inc., Retirement Plan...
Title:
Retired from Pension Inc.
Location:
Green Bay, Wisconsin Area
Industry:
Financial Services
Work history:
Pension Inc. Retiredsince Jun 2011Pension Inc. Partner/Chairman of the Boardsince Sep 1994
Skills:
401k, Investments
Full Profile

Winston Ostrow Green Bay, WI

Professions & Specialties

Law Specialist • Lawyers • Fiduciary • Trust Law Attorney • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Chief Administrative Officer • Chief Executive • Juris Doctor

Experience & Education

Position:
Shareholder at Godfrey & Kahn, S.C.
Location:
Green Bay, Wisconsin Area
Industry:
Law Practice
Work history:
Godfrey & Kahn, S.C. Shareholdersince Sep 1988Kaftan, Kaftan, Kaftan, Van Egeren, Ostrow, Gilson & Gammeltoft, S.C ShareholderJun 1975 - Aug 1988
Skills:
Indian Law, Commercial Litigation, Creditors' Rights, Civil Litigation, Litigation, Alternative...
Full Profile

Jason Wilke Green Bay, WI

Professions & Specialties

Senior Vice President • Manager • Vice President • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President/Regional Trust Manager at Associated Bank, Senior Vice President at...
Title:
Senior Vice President/Regional Trust Manager at Associated Bank
Location:
Green Bay, Wisconsin Area
Industry:
Financial Services
Work history:
Associated Bank - 200 North Adams Street, Green Bay, WI 54301Senior Vice President/Regional Trust Managersince Sep 2002Associated Wealth Management Senior Vice Presidentsince 2002
Full Profile

Jr Fabry Green Bay, WI

Professions & Specialties

Trust Law Attorney • Lawyers • Vice President of Sales • Vice President • Chief Executive • Bachelors Degree • Sports Game Coach

Experience & Education

Position:
VP Sales at Saranac Glove Co
Location:
Green Bay, Wisconsin Area
Industry:
Sporting Goods
Work history:
Saranac Glove Co VP Salessince May 1992
Full Profile

Charity Olson Green Bay, WI

Professions & Specialties

Operations Manager • Director of Operations • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Trust Operations Manager at Associated Bank
Location:
Green Bay, Wisconsin Area
Industry:
Financial Services
Work history:
Associated Bank Trust Operations Manager
Full Profile

Charity Olson Green Bay, WI

Professions & Specialties

Operations Manager • Director of Operations • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Trust Operations Manager at Associated Bank
Location:
Green Bay, Wisconsin Area
Industry:
Financial Services
Work history:
Associated Bank Trust Operations Manager
Full Profile

Alec Catsuros Minneapolis, MN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Business Consultant • Analyst • Advisor • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Management Analyst • Student Worker • Nurse • Nurse Practitioner • Founding Member • Chief Executive • Personnel Administrator • HR Manager • Operations Manager

Experience & Education

Position:
Internal Business Consultant at Thrivent Financial for Lutherans, Equity Analyst at Aristotle...
Title:
Internal Business Consultant at Thrivent Financial for Lutherans
Location:
Minneapolis, Minnesota
Industry:
Financial Services
Work history:
Thrivent Financial for Lutherans - Greater Minneapolis-St. Paul AreaInternal Business Consultantsince Jun 2013Aristotle Investment Fund - Greater Minneapolis-St. Paul AreaEquity Analystsince Sep 2012
Skills:
Promotions, Forecasting, Product Development, Business Strategy, Marketing Strategy, Marketing...
Full Profile

Trust Law Attorneys near Green Bay, WI048121620AppletonSheboyganDe PereKaukaunaMenashaManitowocNeenahSuamico


Trust Law Attorneys around Green Bay, WI

Appleton  (20)
De Pere  (3)
Kaukauna  (3)
Manitowoc  (2)
Menasha  (3)
Neenah  (2)
Sheboygan  (3)
Suamico  (1)

Trust Law Attorneys in Wisconsin

Sub-specializations

Fiduciary  (26)