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Trust Law Attorneys in New Jersey

Trust Law Attorneys in Pennington, NJ

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13 results found

Moira Bannister Pennington, NJ

Professions & Specialties

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

Experience & Education

Position:
Fiduciary Tax Officer, AVP at Merrill Lynch
Title:
Fiduciary Tax Officer AVP
Location:
Pennington, New Jersey
Industry:
Financial Services
Work history:
Merrill Lynch - Pennington, NJFiduciary Tax Officer, AVPsince Oct 1991
Full Profile

Elizabeth Barnette Princeton, NJ

Professions & Specialties

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

Experience & Education

Position:
Senior Vice President, National Philanthropic Fiduciary Manager at US Trust
Title:
Senior Vice President, National Fiduciary Philanthropic Manager
Location:
Princeton, New Jersey
Industry:
Financial Services
Work history:
US Trust - Pennington, NJSenior Vice President, National Philanthropic Fiduciary Managersince Apr 2001Stevens Institute of Technology - Hoboken, NJAssistant Director of Planned GivingSep 1999 - Dec 2000
Full Profile

Mahaz Khalifa Pennington, NJ

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Solutions Advisor • Advisor

Experience & Education

Work

Company:
Merrill lynch private wealth management
Specialized fiduciary administrator ii
Company:
Best buy
Magnolia home theatre specialist/customer solutions advisor
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Amy Wallace Philadelphia, PA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Certified Public Accountant • Accounts Payable Clerk • Accounting Bookkeeper • Bookkeeper • Accounts Payable Specialist • Accounts Payable

Experience & Education

Position:
Certified Public Accountant at Horvath & Giacin, P.C.
Title:
Certified Public Accountant
Location:
Greater Philadelphia Area
Industry:
Accounting
Work history:
Horvath & Giacin, P.C. - Pennington, NJCertified Public Accountantsince Jan 2011Thoma, Inc. Accounts Payable ClerkJun 2009 - Aug 2009
Skills:
Income Tax, Financial Statements, QuickBooks, Auditing, Corporate Tax, Tax Preparation, CCH...
Full Profile

Kimberley Paris New York, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Director • Partner • Operations Manager • Chief Executive • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Entertainment Professional • Entertainer • Advisor • Team Member • Administrative Clerk • Clerical Specialist • Construction Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director, Strategy & Business Solutions at Merrill Lynch
Title:
Director, Strategy & Business Solutions
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
Merrill Lynch - Pennington, NJDirector, Strategy & Business Solutionssince Mar 2009Bank of America Director, Channel Strategy and DistributionDec 2007 - Mar 2009
Full Profile

Paul Bilgrav New York, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Manager • Team Leader • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Model • Coordinator • Managers

Experience & Education

Position:
AVP-Relationship Manager at Merrill Lynch
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Merrill Lynch - Pennington, NJAVP-Relationship Managersince May 2010Merrill Lynch AVP-New Business AcceptanceApr 1988 - Jan 2009
Full Profile

Keith Halloran New York, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Manager • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Vice President, Specialty Assets Manager at Bank of America
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Bank of America - Pennington, NJVice President, Specialty Assets Managersince Jan 2010Merrill Lynch - Pennington, NJVice President, Real Estate OfficerJun 2006 - Jan 2010
Full Profile

Josh Cumberland Philadelphia, PA

Professions & Specialties

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

Experience & Education

Position:
Investment Strategist at US Trust
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
US Trust - Pennington, NJInvestment Strategistsince Oct 2012Merrill Lynch Trust Company - Pennington, NJFiduciary Investment OfficerSep 2007 - Oct 2012
Full Profile

William Mignone Philadelphia, PA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Business Manager • Philanthrope • Non-Profit • Leader • Supporting Member • Senior Analyst • Managers • Team Member • Analyst • Analysts • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Research Analyst • Research Assistant • Researcher • Survey Researcher • Operations Manager • Finance and Accounting Specialist • Tax Accountant • Controller • Biologist • Biological Scientist • Chairperson • Chief Executive • Human Resources Specialist • Talent Agent • Recruitment • Bachelor of Science • Market Research Analyst • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Property Manager • Real Estate Manager

Experience & Education

Position:
Assistant Business Manager at Santilli & Thomson
Title:
Assistant Business Manager to Charter Schools & Non Profit Orgs
Location:
Greater Philadelphia Area
Industry:
Accounting
Work history:
Santilli & Thomson - Marlton, NJ. 08053Assistant Business Managersince Jan 2012Merrill Lynch - Pennington, NJ. 08534Senior Tax Research AnalystDec 2008 - Dec 2011
Skills:
Compliance, Executive Search, Mergers, Financial Analysis, Financial Modeling, Forecasting, Process ...
Certifications:
CPA License, State of PA
CPA License, State of NJ
Full Profile

Neil Swerdlow Philadelphia, PA

Professions & Specialties

Trust Law Attorney • Lawyers • Financial Services Professional • Financial Services Sales Agent • Solutions Advisor • Advisor • Customer Service • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Public Relations Specialist • PR and Communications Professional • Public Relations Professinal • Student Worker • Horse Racer • Racer • Chief Executive

Experience & Education

Title:
Licensed Financial Services Professional in Transition
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Merrill Lynch - Pennington, NJFinancial Solutions AdvisorOct 2010 - Feb 2011TD Bank - Mount Laurel, NJCash Management Customer Care SpecialistDec 2009 - Oct 2010
Certifications:
Series 7, Financial Industry Regulatory Authority
Series 66, Financial Industry Regulatory Authority
Full Profile

Ilia Norowzi Raleigh, NC

Professions & Specialties

Analyst • Apprentice • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Summer Analyst at Merrill Lynch, Student Intern/Student Ambassador at Campbell University...
Title:
Summer Analyst at Merrill Lynch
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Merrill Lynch - Pennington, NJSummer Analystsince Jun 2011Campbell University Undergraduate Admissions Office Student Intern/Student Ambassadorsince Aug 2008
Full Profile

Kay Aprea New York, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Law Specialist • Of Counsel • Jurist • Legal Counsel • Senior Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Arts • Psychology Specialist • Property Manager • Real Estate Manager

Experience & Education

Position:
Regional Fiduciary Officer at Merrill Lynch Trust Company
Title:
Senior Vice President and Regional Fiduciary Officer
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Merrill Lynch Trust Company - Florham Park, NJRegional Fiduciary Officersince Aug 2011Merrill Lynch Trust Company - Florham Park, NJVice President and Senior Trust OfficerJan 2010 - Oct 2011
Full Profile

Andrea Gray New York, NY

Professions & Specialties

Trust Law Attorney • Lawyers • Vice President • Director of Quality Control • Chief Executive • Compliance Manager • Finance and Accounting Specialist • Auditor • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Site Lead • Construction Specialist • Construction Laborer

Experience & Education

Position:
Vice President - Chief Compliance Officer at U.S. Trust Company of Delaware (Bank of America)
Title:
Vice President
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
U.S. Trust Company of Delaware (Bank of America) - Pennington, NJVice President - Chief Compliance Officersince Dec 2010Merrill Lynch - Pennington, NJVice President, Sr. AuditorMay 2005 - Nov 2010
Certifications:
Certified Fiduciary and Investment Risk Management Specialist, Cannon Financial
Certified Anti-Money Laundering Specialist, Association of Certified Anti-Money Laundering Specialist
Full Profile

Trust Law Attorneys near Pennington, NJ0612182430PrincetonFort WashingtonTrentonLanghornePlainsboroSouthamptonFlemingtonThree BridgesNew HopeKingston


Trust Law Attorneys around Pennington, NJ

Chesterfield  (1)
Flemington  (2)
Kingston  (1)
Langhorne  (6)
New Hope  (1)
Plainsboro  (3)
Princeton  (30)
Southampton  (3)
Trenton  (9)

Trust Law Attorneys in New Jersey

Sub-specializations

Fiduciary  (13)