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Trust Law Attorneys in North Carolina

Trust Law Attorneys in Greensboro, NC

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94 results found

Allison Grimm Greensboro, NC

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyers • Counselor • Advisor

Experience & Education

Title:
ERISA Attorney | Pension Plan Consultant | Employee Benefits Expert | Investment Fiduciary | Compliance Consultant
Location:
Greensboro/Winston-Salem, North Carolina Area
Industry:
Law Practice
Full Profile

Susan Mclamb Greensboro, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Manager • Operations Manager • Managers

Experience & Education

Position:
Risk Manager at Wells Fargo, Trust professional at Wells Fargo Investment & Fiduciary Services
Title:
Risk Manager at Wells Fargo Investment & Fiduciary Services
Location:
Greensboro/Winston-Salem, North Carolina Area
Industry:
Banking
Work history:
Wells Fargo Risk Managersince Jun 2002Wells Fargo Investment & Fiduciary Services Trust professionalsince 1999
Skills:
Investments
Full Profile

Colleen Byers Greensboro, NC

Professions & Specialties

Associate Attorney • Fiduciary • Law Specialist • Chancellor • Lawyers • Trust Law Attorney • Chief Judge • Judge • Research Assistant • Researcher • Survey Researcher • Supporting Member • Team Member • Operations Manager • Advertising Sales Agent

Experience & Education

Position:
Associate Attorney at Bell, Davis & Pitt, P.A.
Title:
Attorney at Bell, Davis & Pitt, P.A.
Location:
Greensboro/Winston-Salem, North Carolina Area
Industry:
Law Practice
Work history:
Bell, Davis & Pitt, P.A. Associate Attorneysince Aug 2008University of Nebraska Medical Center Research assistantFeb 2008 - Apr 2008
Skills:
Litigation, Civil Litigation, Legal Research, Appeals
Full Profile

Stephanie Green Greensboro, NC

Professions & Specialties

Paralegal • Litigation Support Specialist • Fiduciary • Law Specialist • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Service Officer • Customer Service

Experience & Education

Position:
Paralegal at Smith Moore Leatherwood LLP, Grant Administrator at Mary Lynn Richardson Fund
Title:
Paralegal at Smith Moore Leatherwood LLP
Location:
Greensboro/Winston-Salem, North Carolina Area
Industry:
Law Practice
Work history:
Smith Moore Leatherwood LLP Paralegalsince Mar 2007Mary Lynn Richardson Fund Grant Administratorsince 2005
Full Profile

Ken Dimock Greensboro, NC

Professions & Specialties

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

Experience & Education

Position:
Senior Vice President, Senior Trust and Fiduciary Specialist at Wells Fargo Private Bank
Title:
Senior Trust & Fiduciary Specialist at Wells Fargo Private Bank
Location:
Greensboro/Winston-Salem, North Carolina Area
Industry:
Financial Services
Work history:
Wells Fargo Private Bank Senior Vice President, Senior Trust and Fiduciary Specialistsince Mar 2010Stanford Group Company Senior Vice PresidentJul 2007 - Mar 2009
Full Profile

Allison Gong Greensboro, NC

Professions & Specialties

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

Experience & Education

Position:
Senior Regional Fiduciary Manager - Estate Services at Wells Fargo, Senior Regional Trust Manager...
Title:
Sr. Regional Fiduciary Manager
Location:
Greensboro/Winston-Salem, North Carolina Area
Industry:
Financial Services
Work history:
Wells Fargo - Winston-Salem, NCSenior Regional Fiduciary Manager - Estate Servicessince Jul 2006Wells Fargo Bank, N.A. Senior Regional Trust Managersince 2006
Full Profile

Robin Puckett Greensboro, NC

Professions & Specialties

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

Experience & Education

Position:
Personal Trust Specialist at BB&T Wealth Management
Location:
Greensboro/Winston-Salem, North Carolina Area
Industry:
Financial Services
Work history:
BB&T Wealth Management Personal Trust Specialistsince Jul 2008
Full Profile

Cheryl Wulfert Greensboro, NC

Professions & Specialties

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

Experience & Education

Position:
Trust Officer Charitable Planned Giving at Wachovia Bank, NA
Location:
Greensboro/Winston-Salem, North Carolina Area
Industry:
Banking
Work history:
Wachovia Bank, NA Trust Officer Charitable Planned Givingsince Apr 1989
Full Profile

Jill Nubson Greensboro, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Manager • Operations Manager • Bookkeeper

Experience & Education

Position:
Risk Manager at Wells Fargo
Title:
Risk Manager
Location:
Greensboro/Winston-Salem, North Carolina Area
Industry:
Investment Management
Work history:
Wells Fargo - Winston-Salem, NCRisk Managersince Oct 2010Wells Fargo - Greenville, South Carolina AreaTrust & Fiduciary Specialist1998 - 2010
Full Profile

Shunda Gamble Greensboro, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Supporting Member • Advisor • Team Member

Experience & Education

Position:
Fiduciary Tax Advisor at Wachovia Bank
Title:
Wealth Managment Trust Associate II
Location:
Greensboro/Winston-Salem, North Carolina Area
Industry:
Banking
Work history:
Wachovia Bank Fiduciary Tax Advisor
Full Profile

Marjorie Mauzy Greensboro, NC

Professions & Specialties

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

Experience & Education

Position:
Fiduciary Tax Administrator at Wells Fargo
Location:
Greensboro/Winston-Salem, North Carolina Area
Industry:
Financial Services
Work history:
Wells Fargo Fiduciary Tax Administratorsince Sep 1988
Full Profile

Kenneth Dimock Greensboro, NC

Professions & Specialties

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

Experience & Education

Title:
Senior Trust & Fiduciary Specialist at Wells Fargo Private Bank
Location:
Greensboro/Winston-Salem, North Carolina Area
Industry:
Financial Services
Full Profile

Ken Dimock Greensboro, NC

Professions & Specialties

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

Experience & Education

Position:
Senior Trust and Fiduciary Specialist at Wells Fargo Capital Finance
Location:
Greensboro/Winston-Salem, North Carolina Area
Industry:
Financial Services
Work history:
Wells Fargo Capital Finance Senior Trust and Fiduciary Specialist
Full Profile

Liz Hentz Greensboro, NC

Professions & Specialties

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

Experience & Education

Title:
Sr. Trust & Fiduciary Specialist at Wells Fargo
Location:
Greensboro/Winston-Salem, North Carolina Area
Industry:
Financial Services
Full Profile

Kirk Bourgeois Greensboro, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Coordinator • Managers • Manager • Operations Manager • Supervisor • Security • Business Administrator • Analysts • Assistant Vice President • Chairperson • Executive Vice President • Director • Chief Executive • Internal Auditor • Auditor • Finance and Accounting Specialist • Certified Auditor • Financial Compliance Examiner • Accounting Bookkeeper • Bookkeeper • Account Representative • Agent • Client Service Officer • Sales Representative • Sports Trainer • Sports Trainers • Model • Bachelor of Science • Customer Service

Experience & Education

Position:
ERM Balance Sheet Risk Coordinator at BB&T
Title:
ERM Balance Sheet Risk Coordinator
Location:
Greensboro/Winston-Salem, North Carolina Area
Industry:
Banking
Work history:
BB&T ERM Balance Sheet Risk Coordinatorsince Oct 2010Hancock Bank Asset Liability ManagerDec 1998 - Oct 2010
Full Profile

Ted Oliver Greensboro, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Senior Vice President • Vice President • Chief Executive • Representative • Chairperson • Counselor • Supporting Member • Non-Profit • Advisor • Team Member • Pension Administrator • Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper • Master of Science • Sales Representative

Experience & Education

Position:
District Representative at War Memorial Commission, Task Force Member at Greensboro Performing Arts ...
Title:
Senior VP - Investments, Davenport & Co.
Location:
Greensboro/Winston-Salem, North Carolina Area
Industry:
Investment Management
Work history:
War Memorial Commission - Greensboro, NCDistrict Representativesince Sep 2012Greensboro Performing Arts Center - Greensboro/Winston-Salem, North Carolina AreaTask Force Membersince Feb 2012
Skills:
Investments, Non-profits, Retirement Planning, Retirement, Portfolio Management, Financial...
Full Profile

Deiara Campbell Greensboro, NC

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyers • Account Service Manager • Client Service Officer • Advertising Professional • Advertising Sales Agent • Instructor • Pedagogue • Customer Service • Marketing Consultant • Marketing Administrator • Market Research Analyst • Chief Administrative Officer • Public Information Officer • Production Manager • Production Director • Chief Executive • Marketing Manager • Counselor • Apprentice • Receptionist • Front Desk Clerk • Volunteer Coordinator • PR and Communications Professional • Publishing Professional • Advisor • Front Office Receptionist • Non-Profit • Public Relations Professinal • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Network Systems Administrator • Computer Network Professional • Network Administrator • IT Manager • Student Worker

Experience & Education

Position:
Account Executive at Moroch
Location:
Greensboro/Winston-Salem, North Carolina Area
Industry:
Marketing and Advertising
Work history:
Moroch - Greensboro/Winston-Salem, North Carolina AreaAccount Executivesince Sep 2012Forsyth Technical Community College - Winston-Salem, NCHuman Resource Development InstructorNov 2011 - Sep 2012
Skills:
Microsoft Office, Adobe Acrobat, SharePoint, MS Publisher, MS Outlook, Adobe Reader, Adobe...
Full Profile

Greg Hunter Greensboro, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Executive Officer • Chairperson • Vice President • Board Member • Corporate Executive • Chief Executive • Management Team Executive • Operations Manager • Master of Business Administration • Organization Management • International Affairs • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Administrator • Educational Manager

Experience & Education

Position:
Member, Board of Visitors at Wake Forest University Baptist Medical Center, Chair - New Parent...
Title:
Managing Director - Oppenheimer
Location:
Greensboro/Winston-Salem, North Carolina Area
Industry:
Investment Management
Work history:
Wake Forest University Baptist Medical Center Member, Board of Visitorssince May 2013Summit School Chair - New Parent Capital Campaignsince Jan 2013
Full Profile

Susannah Dickey Greensboro, NC

Professions & Specialties

Litigation Support Specialist • Fiduciary • Law Specialist • Trust Law Attorney • Lawyers • Chief Accountant • Accounts Payable • Accounts Payable Specialist • Account Manager • Accounting Bookkeeper • Bookkeeper • Analyst • Clerk • Business Administrator • Analysts • Clerical Specialist • Operations Manager

Experience & Education

Position:
Lead Accountant, Women's Group, Royalty Department at LF USA
Location:
Greensboro/Winston-Salem, North Carolina Area
Industry:
Accounting
Work history:
LF USA - Greensboro, NCLead Accountant, Women's Group, Royalty Departmentsince Dec 2011J. T. Kammerer and Associates, CPA Senior AccountantJun 2007 - Nov 2011
Skills:
Excel, Prosystems, Quickbooks, Taxwise, Certified Public Accountant
Full Profile

Eric Schonthal Greensboro, NC

Professions & Specialties

Trust Law Attorney • Lawyers • Technical Writer • SharePoint Administrator • Information Technology Specialist • Network Systems Administrator • Computer Network Professional • Network Administrator • IT Specialist • Editor • Technical Communicator • Author • Computer Specialist • Master of Arts

Experience & Education

Position:
Technical Writer at RFMD
Location:
Greensboro/Winston-Salem, North Carolina Area
Industry:
Information Technology and Services
Work history:
RFMD Technical Writersince Jun 2010TRC Staffing Services Thesis/Dissertation EditorMar 2010 - May 2010
Skills:
Technical Documentation, Image Editing/Manipulation, SME Interviewing, Instructional Design,...
Full Profile

David Rigby Winston Salem, NC

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyers • Insurance Actuary • Statistician • Vice President • Chief Executive • Manager • Chief Administrative Officer • Operations Manager • Coordinator • Counselor • Moderator • Volunteer • Managers • Advisor • Non-Profit • Human Resources Specialist • Recruitment • Bachelor of Science • Mathematics • Mathematician

Experience & Education

Position:
VP/Consulting Actuary at Stanley Benefit Services
Title:
Retirement Actuary, Dad
Location:
Winston Salem, North Carolina
Industry:
Management Consulting
Work history:
Stanley Benefit Services - Greensboro, NCVP/Consulting Actuarysince Aug 2007SHDR VP/Consulting Actuary1989 - 2007
Skills:
Employee Benefits, Retirement, Pensions, Defined Benefit, Benefits Administration, Actuarial...
Certifications:
Enrolled Actuary, Joint Board for the Enrollment of Actuaries
ASA, Society of Actuaries
Full Profile

Mike Quinliven Greensboro, NC

Professions & Specialties

Chairperson • Chief Executive • Counselor • Advisor

Experience & Education

Position:
President at Pension Planning $olutions, Inc.
Title:
President, Pension Planning $olutions, Inc.
Location:
Greensboro/Winston-Salem, North Carolina Area
Industry:
Investment Management
Work history:
Pension Planning $olutions, Inc. Presidentsince Jan 1999
Full Profile

Steven Bull Greensboro, NC

Professions & Specialties

Jurist • Legal Counsel • Trust Law Attorney • Lawyers • Senior Vice President • Vice President • Chief Executive • Insurance Actuary • Statistician • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analysts • High School Diploma • Mathematician

Experience & Education

Position:
Senior Vice President/Consultant & Chief Actuary at SHDR a Division of BB&T Insurance Services
Title:
Senior Vice President/Consulting Actuary at Stanley, Hunt, DuPree & Rhine
Location:
Greensboro/Winston-Salem, North Carolina Area
Industry:
Financial Services
Work history:
SHDR a Division of BB&T Insurance Services - Greensboro, NCSenior Vice President/Consultant & Chief Actuarysince Jan 2013BB&T Retirement & Institutional Services SVP/Consulting Actuary1998 - 2012
Skills:
Actuarial, Defined Benefit, Plan Design, Pensions, Retirement, ALM, Solutions Focused, Actuarial...
Full Profile

Kristen Weichel Greensboro, NC

Professions & Specialties

Trust Law Attorney • Lawyers • Certified Public Accountant • Tax Preparer • Accounting Bookkeeper • Bookkeeper • Tax Accountant • Financial Director • Chief Executive Officer • Financial Officer • Financial Manager • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Posting Clerk • Biller • Board Member • Management Team Executive • Operations Manager • Community Service Manager • Physical Therapist • Hospital Care Professional • Student Worker • Physical Therapists • Health Professional • Health Practitioner • Team Member • Office Clerk • Clerical Specialist • Advisor • Master of Science • Bachelor of Science • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Government Administration Professional • Medical Practice Professional • Medical Practitioner

Experience & Education

Title:
Kristen Weichel, CPA
Location:
Greensboro/Winston-Salem, North Carolina Area
Industry:
Accounting
Work history:
The Daniel Professional Group, Inc. SeniorOct 2008 - May 2010Prudential Carolinas Realty Sr. AccountantOct 2007 - Apr 2010
Skills:
accountancy, banking, bookkeeping, budgeting, customer relations, financial, financial reporting,...
Full Profile

Taylor Campbell Greensboro, NC

Professions & Specialties

Paralegal • Trust Law Attorney • Lawyers • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Puchasing and Estimating Manager • Medical Support Assistant • Health Support Worker • Healthcare Support • Master of Science • Bachelor of Science • Financial Manager • Operations Manager

Experience & Education

Title:
Financial Advisor at D.L. Davis & Company
Location:
Greensboro/Winston-Salem, North Carolina Area
Industry:
Financial Services
Work history:
D.L. Davis & Company Senior Financial AdvisorMay 2002 - Jan 2013PricewaterhouseCoopers Tax AssociateJun 2001 - Apr 2002
Skills:
Strategic Financial Planning, Small Business, Retirement, Securities, Equities, Insurance,...
Full Profile

Chad Coble Greensboro, NC

Professions & Specialties

Trust Law Attorney • Lawyers • Government Administration Professional • Controller • Accounts Receivable • Accounts Payable • Accounts Payable Specialist • Human Resources Specialist • Recruitment • Sales Agent • Equipment Tools Purchasing Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Community Service Manager • Health Professional • Health Practitioner

Experience & Education

Position:
Finance Officer at Town of Gibsonville
Location:
Greensboro/Winston-Salem, North Carolina Area
Industry:
Government Administration
Work history:
Town of Gibsonville Finance Officersince Jan 2011STEARNS AUTOMOTIVE GROUP Corporate ControllerJan 2005 - Feb 2010
Full Profile

John Kornegay Greensboro, NC

Professions & Specialties

Law Specialist • Lawyers • Owner • Chief Executive • Fisher • Real Estate Manager

Experience & Education

Position:
Owner at The Firm at Fisher Park
Title:
Owner, The Firm at Fisher Park
Location:
Greensboro/Winston-Salem, North Carolina Area
Industry:
Law Practice
Work history:
The Firm at Fisher Park Owner
Skills:
Estate Planning, LLC, Real Estate Transactions, Alternative Dispute Resolution, Real Estate, Small...
Full Profile

Chris Stanley Greensboro, NC

Professions & Specialties

Trust Law Attorney • Lawyers • Vice President • Chief Executive • Sales Manager • Sales Account Associate • Sales Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sr. Vice President at Stanley Benefit Services
Title:
Vice President at Stanley Benefit Services
Location:
Greensboro/Winston-Salem, North Carolina Area
Industry:
Management Consulting
Work history:
Stanley Benefit Services Sr. Vice Presidentsince 2002BB&T Institutional Trust Sales Associate2001 - 2003
Skills:
Registered Investment Advisor, Chartered Retirement Plans Specialist, Accredited Investment Fiduciary
Full Profile

Kaley Childs Greensboro, NC

Professions & Specialties

Law Specialist • Lawyers • Law Clerk • Fiduciary • Legal Aide • Judicial Law Clerk • Trust Law Attorney • Paralegal • Secretary • Program Coordinator • Team Member • Managers • Property Manager • Real Estate Manager

Experience & Education

Position:
Secretary, Board of Trustees at Believe Northside Charter High School
Title:
Attorney
Location:
Greensboro/Winston-Salem, North Carolina Area
Industry:
Law Practice
Work history:
Believe Northside Charter High School - Brooklyn, NYSecretary, Board of Trusteessince Jan 2012Abrams Garfinkel Margolis Bergson, LLP - New York, NYAttorneyMay 2012 - Oct 2012
Skills:
Legal Research, Litigation, Trials, Depositions, Pleadings, Real Estate Transactions, Real Estate,...
Full Profile

Deb Aboudara Greensboro, NC

Professions & Specialties

Counselor • Advisor • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at The Retirement Team, Inc.
Title:
Your Certified Pension Consultant bringing you sound advice on your 401(k) or pension plan.
Location:
Greensboro/Winston-Salem, North Carolina Area
Industry:
Financial Services
Work history:
The Retirement Team, Inc. - High Point, North CarolinaPresidentsince Apr 2004
Skills:
Pensions, Defined Benefit, 401k, Public Speaking, Retirement Planning, ERISA
Full Profile

Phillip Floyd Greensboro, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chairperson • Executive Vice President • Chief Executive • Vice President • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Senior Vice President • Operations Manager • Master of Business Administration • Bachelor of Business Administration • Master of Science • Advisor • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
President at Stanley, Hunt, DuPree & Rhine
Location:
Greensboro/Winston-Salem, North Carolina Area
Industry:
Financial Services
Work history:
Stanley, Hunt, DuPree & Rhine Presidentsince Jun 2001First Charter Bank Executive Vice President1995 - 2001
Skills:
Mutual Funds, Financial Services, Employee Benefits, Flexible Spending Accounts, Retirement Plan...
Full Profile

Phyllis Tuttle Greensboro, NC

Professions & Specialties

Trust Law Attorney • Lawyers • Vice President • Operations Manager • Director of Operations • Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service • Financial Manager • Bachelor of Science • Minor in Business Administration • Managers • Analysts • Puchasing and Estimating Manager

Experience & Education

Position:
Vice President & Trust Operations Manager at CommunityONE Bank, NA
Title:
Vice President & Trust Operations Manager
Location:
Greensboro/Winston-Salem, North Carolina Area
Industry:
Financial Services
Work history:
CommunityONE Bank, NA Vice President & Trust Operations Managersince Jan 2012State Street Vice PresidentOct 1999 - Dec 2010
Skills:
Wealth Management, Financial Services, Relationship Management
Full Profile

Rick Simpson Greensboro, NC

Professions & Specialties

Trust Law Attorney • Lawyers • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Non-Profit • Team Member • Relationship Manager • Sales Representative • Account Service Manager • Client Service Officer • Partner • Assistant Vice President • Chief Executive • Customer Service

Experience & Education

Position:
Client Advisor at Deutsche Bank Alex Brown - The Corpening Group
Title:
Client Advisor at Deutsche Bank Alex Brown
Location:
Greensboro/Winston-Salem, North Carolina Area
Industry:
Financial Services
Work history:
Deutsche Bank Alex Brown - The Corpening Group Client Advisorsince Sep 2010Plybon & Associates Financial ConsultantJul 2008 - Sep 2010
Full Profile

John Slayton Greensboro, NC

Professions & Specialties

Legal Counsel • Lawyers • Trust Law Attorney • Partner • Chief Executive • School Principal • Associate Professor • Adjunct Instructor • School Administrator • Educational Manager • Lecturer • Postsecondary Teacher • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Principal at Trust Company of the South, Adjunct Associate Professor of Finance at Elon University...
Title:
Partner, Trust Company of the South
Location:
Greensboro/Winston-Salem, North Carolina Area
Industry:
Financial Services
Work history:
Trust Company of the South - Greensboro/Winston-Salem, North Carolina AreaPrincipalsince May 1996Elon University Love School of Business - Elon, NCAdjunct Associate Professor of Financesince Jan 2006
Full Profile

Pamela Seward Greensboro, NC

Professions & Specialties

Trust Law Attorney • Lawyers • Apprentice • Laboratory Management Professional • Laboratory Scientist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Finance Intern at Merz Pharmaceuticals, Senior Student Lab Manager at UNC-Greensboro
Title:
Finance Intern at Merz Pharmaceuticals
Location:
Greensboro/Winston-Salem, North Carolina Area
Industry:
Financial Services
Work history:
Merz Pharmaceuticals Finance Internsince May 2013UNC-Greensboro Senior Student Lab Managersince Mar 2010
Full Profile

Jennifer Kurtzman Greensboro, NC

Professions & Specialties

Trust Law Attorney • Lawyers • Human Resources Specialist • Recruitment • Counselor • Analyst • Advisor • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers • Operations Manager

Experience & Education

Position:
Human Resources Consultant at Cairnstone Consulting, Inc.
Location:
Greensboro/Winston-Salem, North Carolina Area
Industry:
Financial Services
Work history:
Cairnstone Consulting, Inc. - Winston-Salem, NCHuman Resources Consultantsince Aug 2013BB&T AnalystApr 2011 - Jul 2013
Full Profile

Chuck Furr Greensboro, NC

Professions & Specialties

Lawyers • Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner® at Furr & Associates Financial
Location:
Greensboro/Winston-Salem, North Carolina Area
Industry:
Financial Services
Work history:
Furr & Associates Financial Certified Financial Planner®since Jul 1983
Skills:
Fiduciary Services and Wealth Management
Full Profile

April Chapel Greensboro, NC

Professions & Specialties

Legal Aide • Paralegal • Litigation Support Specialist • Fiduciary • Law Specialist • Notary • Lawyers • Trust Law Attorney • Model • Advertising Professional • Advertising Sales Agent

Experience & Education

Position:
Legal Assistant at Craige Brawley Liipfert & Walker, LLP
Location:
Greensboro/Winston-Salem, North Carolina Area
Industry:
Legal Services
Work history:
Craige Brawley Liipfert & Walker, LLP Legal Assistantsince Sep 1992Marilyn's Model and Talent Management Model1986 - 1999
Skills:
Legal Research, Legal Writing, Litigation, Estate Planning, Corporate Law, Westlaw, Wordperfect,...
Full Profile

Kaley Childs Greensboro, NC

Professions & Specialties

Fiduciary • Judicial Law Clerk • Trust Law Attorney • Lawyers • Secretary • Research Associate • Research Specialist • Research Scientist • Program Coordinator • Managers

Experience & Education

Work

Company:
Abrams, garfinkel, margolis, bergson llp
Attorney
Company:
Believe northside charter high school
Secretary, board of trustees

Skills

Admitted to practice in New York
Full Profile

Elizabeth Hentz Greensboro, NC

Professions & Specialties

Vice President • Chief Executive • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President, Sr. Planned Giving Advisor at Wells Fargo Private Bank
Location:
Greensboro/Winston-Salem, North Carolina Area
Industry:
Financial Services
Work history:
Wells Fargo Private Bank - Winston-Salem, NCVice President, Sr. Planned Giving Advisorsince Oct 1986
Certifications:
Accredited Investment Fiduciary
Full Profile

Lyn Williams Greensboro, NC

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Business Administrator • Operations Manager

Experience & Education

Position:
Personal Trust - AVP w/ the Private Bank at Wells Fargo
Title:
Personal Trust - Wells Fargo Private Bank
Location:
Greensboro/Winston-Salem, North Carolina Area
Industry:
Investment Management
Work history:
Wells Fargo Personal Trust - AVP w/ the Private Banksince Mar 2010Wachovia Bank Personal Trust - AVP2004 - 2010
Skills:
Wealth Management, Portfolio Management, Investments, Financial Analysis, Risk Management,...
Certifications:
Certified Trust and Financial Advisor (CTFA)
Full Profile

Dale Briggs Greensboro, NC

Professions & Specialties

Executor • Trust Law Attorney • Lawyers • Caregiver • Nursing Assistant • Tour Guide • Supervisor • Managers • Estimator • Financial Analyst • Department Manager • Department Supervisor • Manager • Operations Manager

Experience & Education

Work

Company:
Fedex office center
Lead center consultant-2nd shift
Company:
Dale briggs footage
Producer-videographer-photographer
Full Profile

Jeffrey Knotts Greensboro, NC

Professions & Specialties

Trust Law Attorney • Lawyers • Chairperson • Chief Executive • Financial Manager • Buyers Agent • Puchasing and Estimating Manager • Agent • Sales Representative

Experience & Education

Specialties:
Buyer's Agent, Listing Agent, Horse Farms
Work:
Knotts Properties, Inc
29 Wheaton Circle, Greensboro, NC 27406
Experience:
16 years years
Full Profile

Mark Winston Atlanta, GA

Professions & Specialties

Trust Law Attorney • Lawyers • Supporting Member • Team Member • Manager • Financial Director • Operations Manager • Financial Officer • Financial Manager • Business Administrator • Corporate Executive • Chief Executive • Bachelor of Science • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Wealth Manager at Planmark Capital Management, LLC
Title:
Associate at Planmark Capital Management, LLC
Location:
Greater Atlanta Area
Industry:
Investment Management
Work history:
Planmark Capital Management, LLC Wealth Managersince Apr 2010McBride Merchandising, Inc. Chief Financial OfficerSep 2009 - Mar 2010
Certifications:
Accredited Investment Fiduciary®, Fiduciary360
Full Profile