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Trust Law Attorneys in Rhode Island

Trust Law Attorneys in Providence, RI

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66 results found

Michael Marino Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Office:
Plourde, Bogue, Moylan + Marino, LLP
50 Exchange Terrace, Suite 320, Providence, RI 02903
Phone:
(401) 453-0550 (Phone)
Specialties:
Tax Litigation, Civil Litigation
ISLN:
914713256
Admitted:
1999, Massachusetts, 2000, Rhode Island, U.S. District Court, District of Massachusetts and U.S. District Court, District of Rhode Island
Military:
Captain, U.S. Army; Military Intelligence Officer; Airborne Infantry Officer
Biography:
Member: Boston Tax Institute Conducting Seminars; Bryant University Professor for MST Program.
Full Profile

Richard Fil Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Moderator • Advisor • Environmental Services Professional • Environmentalist • Physical Scientist • Physicist • Management Team Executive • Operations Manager

Experience & Education

Office:
Robinson & Cole LLP
One Financial Plaza, Suite 1430, Providence, RI 02903
Phone:
(401) 709-3329 (Phone)
Specialties:
Environmental, Finance
ISLN:
910257907
Admitted:
1994, Pennsylvania and Connecticut, 2003, New York
Biography:
Rich Fil practices in our Providence and Hartford offices, where his environmental practice is...
Full Profile

Mark Freel Providence, RI

Professions & Specialties

Lawyers • Fiduciary • Trust Law Attorney • Guide • Construction • Contractor • Tour Guide • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Executive Compensation • Board Member • Chief Executive • Management Team Executive • Operations Manager • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Certified Nurse Aide • Nurse • Nurse Practitioner • Independent Business Owners

Experience & Education

Office:
Edwards Wildman Palmer LLP
2800 Financial Plaza, Providence, RI 02903
Phone:
(401) 276-6681 (Phone)
Specialties:
Trade Secrets, Covenants Not to Compete
ISLN:
907276997
Admitted:
1987, Connecticut, 1988, U.S. District Court, District of Connecticut
Biography:
· Overview

· Experience

Mark was included in the 2012 edition...
Full Profile

Donald Migliori Providence, RI

Professions & Specialties

Fiduciary • Attorney At Law • Trust Law Attorney • Lawyers • Security • Contractor • Speaker • Guide • Spokesperson • Representative • Tour Guide • Associate Professor • Lecturer • Postsecondary Teacher • Chairperson • Board Member • Chief Executive • Management Team Executive • Operations Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Independent Business Owners

Experience & Education

Office:
Motley Rice
321 South Main St., 2Nd Floor, Providence, RI 02903
Phone:
(401) 457-7709 (Phone)
Specialties:
Anti-Terrorism & Human Rights, Asbestos and Mesothelioma
ISLN:
900720244
Admitted:
1993, RI, 1994, MA
Biography:
Building upon his experience in complex asbestos cases, the historic tobacco lawsuits and 9/11...
Full Profile

Richard Beretta Providence, RI

Professions & Specialties

Fiduciary • Lawyers • Trust Law Attorney • Chief Administrative Officer • Chief Executive • Construction • Director • Chairperson • Board Member • Operations Manager • Management Team Executive • Leader • Managers • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager • Entertainer

Experience & Education

Office:
Adler Pollock & Sheehan P.C.
One Citizens Plaza, 8Th Floor, Providence, RI 02903
Phone:
(401) 274-7200 (Phone)
Specialties:
Administrative Law, Construction Law
ISLN:
909095718
Admitted:
1989, Commonwealth of Massachusetts, 1990, Rhode Island
Biography:
Skilled in governmental relations and legislative issues, Richard Beretta helps domestic and...
Full Profile

Joseph Avanzato Providence, RI

Professions & Specialties

Receivership • Bankruptcy Attorney • Financial Regulation Attorney • Lawyers • Judge • Fiduciary • Marshal • Trust Law Attorney • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Leader • Speaker • Tour Guide • Managers • Spokesperson • Representative • Editor

Experience & Education

Office:
Adler Pollock & Sheehan P.C.
One Citizens Plaza, 8Th Floor, Providence, RI 02903
Phone:
(401) 274-7200 (Phone)
Specialties:
Appellate, Bankruptcy, Receivership and Creditors' Rights
ISLN:
909340177
Admitted:
1990, Pennsylvania (inactive status), 1992, Rhode Island
Biography:
Joseph Avanzato has achieved notable success for his commercial litigation, insurance coverage and...
Full Profile

Jonathan Shank Providence, RI

Professions & Specialties

Fiduciary • Associate Justice • Chief Judge • Trust Law Attorney • Lawyers • Law Clerk • Judicial Law Clerk • Judge • Supporting Member • Security • Policy Analyst • Counselor • Team Member • Analysts • Advisor • Psychologist • Editor • Psychology Specialist

Experience & Education

Office:
Edwards Wildman Palmer LLP
2800 Financial Plaza, Providence, RI 02903
Phone:
(401) 528-5755 (Phone)
Specialties:
Litigation, Labor and Employment
ISLN:
920746736
Admitted:
2008, Rhode Island and Massachusetts, 2009, U.S. District Court, District of Rhode Island
Biography:
Jonathan Shank is an associate in the Litigation Management Department where he focuses much of his ...
Full Profile

Raymond Ripple Providence, RI

Professions & Specialties

Chief Judge • Fiduciary • Law Clerk • Judge • Trust Law Attorney • Lawyers • Judicial Law Clerk • Partner • Director • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Copy Desk Chief • Copy Editor • Editing Professional • Writing and Editing Professional • Writer and Editor

Experience & Education

Office:
Edwards Wildman Palmer LLP
2800 Financial Plaza, Providence, RI 02903
Phone:
(401) 276-6620 (Phone)
Specialties:
Litigation
ISLN:
916347770
Admitted:
2001, Rhode Island and Massachusetts, 2002, U.S. District Court, District of Rhode Island and U.S. District Court, District of Massachusetts
Biography:
Ray is a partner in the firm's Litigation Department. Ray's practice is focused on commercial and...
Full Profile

Walter Reed Providence, RI

Professions & Specialties

Lawyers • General Counsel • Fiduciary • Of Counsel • Jurist • Legal Counsel • Trust Law Attorney • Managing Partner • Chairperson • Partner • Chief Executive • Advisor • Recognition • Leader • Managers

Experience & Education

Office:
Edwards Wildman Palmer LLP
2800 Financial Plaza, Providence, RI 02903
Phone:
(401) 276-6647 (Phone)
Specialties:
Corporate Law, Business Transactions
ISLN:
902234374
Admitted:
1978, New York, 1980, U.S. District Court, Southern and Eastern Districts of New York
Biography:
Walter has over thirty-five years of experience as a corporate lawyer, and has been with the firm...
Full Profile

Todd Reed Providence, RI

Professions & Specialties

Lawyers • General Counsel • Fiduciary • Of Counsel • Jurist • Legal Counsel • Trust Law Attorney • Managing Partner • Chairperson • Treasurer • Partner • Chief Executive • Financial Officer • Financial Manager • Advisor • Recognition • Leader • Managers • Governor • Government Administration Officer • Civil Servant • Wheeler • Automobile Mechanic • Automotive Specialist • Automotive Professional • Secretary

Experience & Education

Office:
Edwards Wildman Palmer LLP
2800 Financial Plaza, Providence, RI 02903
Phone:
(401) 528-5858 (Phone)
Specialties:
Labor and Employment, Litigation
ISLN:
900433014
Admitted:
1993, Massachusetts, 1996, New Hampshire
Biography:
Walter has over thirty-five years of experience as a corporate lawyer, and has been with the firm...
Full Profile

James Oswald Providence, RI

Professions & Specialties

Fiduciary • Lawyers • Trust Law Attorney • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Supporting Member • Leader • Team Member • Managers • Homebuilder • Builder • Construction Specialist • Construction Laborer • Truck Driver • Trucking Professional • Motor Transportation Operator • Motor Vehicle Operator • Owner • Board Member • Chief Executive • Management Team Executive • Operations Manager • Associate Professor • Lecturer • Postsecondary Teacher

Experience & Education

Office:
Adler Pollock & Sheehan P.C.
One Citizens Plaza, 8Th Floor, Providence, RI 02903
Phone:
(401) 274-7200 (Phone)
Specialties:
Litigation, Products Liability Law/Toxic Tort Law
ISLN:
901258012
Admitted:
1992, New York, 1994, District of Columbia
Biography:
James Oswald solves problems for people in crisis, representing entities and individuals in complex ...
Full Profile

Patricia Joyce Providence, RI

Professions & Specialties

Attorney At Law • Law Specialist • Fiduciary • Lawyers • Trust Law Attorney • Independent Contractor • Business Administrator • Contractor • Juris Doctor • Bachelor of Science • Psychologist • Director of Contracts • Purchasing Managers • Operations Manager • Independent Business Owners • Psychology Specialist

Experience & Education

Position:
Participant since 1997 at SOLOSEZ ABA GROUP, Attorney at Patricia M. Joyce, Attorney at Law Office...
Title:
Attorney at Law Office of Patricia M. Joyce
Location:
Providence, Rhode Island Area
Industry:
Law Practice
Work history:
SOLOSEZ ABA GROUP Participant since 1997since Oct 1997Patricia M. Joyce Attorneysince May 1983
Skills:
Corporate Law, Legal Writing, Civil Litigation, Estate Planning, Contract Law, Complex Commercial...
Full Profile

Lori Basilico Providence, RI

Professions & Specialties

General Counsel • Trust Law Attorney • Lawyers • Of Counsel • Jurist • Legal Counsel • Executive Compensation • Chief Executive • Partner • Board Member • Management Team Executive • Operations Manager • Supporting Member • Representative • Team Member

Experience & Education

Office:
Edwards Wildman Palmer LLP
2800 Financial Plaza, Providence, RI 02903
Phone:
(401) 276-6475 (Phone)
Specialties:
Employee Benefits, Executive Compensation
ISLN:
909209078
Admitted:
1988, Rhode Island, 1989, U.S. District Court, District of Rhode Island
Biography:
Lori has focused her practice in the field of employee benefits and executive compensation since...
Full Profile

Joel Goloskie Providence, RI

Professions & Specialties

Of Counsel • Fiduciary • Judge • Jurist • Legal Counsel • Trust Law Attorney • Lawyers • Chief Executive Officer • Corporate Executive • Chief Executive • Community Health • Non-Profit • Juris Doctor • Master of Business Administration • Bachelor of Science

Experience & Education

Office:
Pannone Lopes Devereaux & West LLC
317 Iron Horse Way, Suite 301, Providence, RI 02908
Phone:
(401) 824-5100 (Phone), (401) 824-5123 (Fax)
Specialties:
Litigation, Health Care
ISLN:
921692988
Admitted:
2009, Massachusetts and Rhode Island
Biography:
Joel K. Goloskie is Of Counsel with Pannone Lopes Devereaux & West LLC and a member of the firm's...
Full Profile

Richard Land Providence, RI

Professions & Specialties

Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Business Administrator • Juris Doctor • Operations Manager

Experience & Education

Office:
Chace Ruttenberg & Freedman, LLP
One Park Row, Suite 300, Providence, RI 02903
Phone:
(401) 453-6400 (Phone)
Specialties:
Corporate Law, Bankruptcy
ISLN:
911256305
Admitted:
1996, Rhode Island, 1997, U.S. District Court, District of Rhode Island
Biography:
Richard J. Land has practiced law in Rhode Island since 1996. He is a member of the Rhode Island...
Full Profile

Bernard Jackvony Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Partner • Board Member • Chief Executive • Management Team Executive • Operations Manager • Lieutenant • Captain • Governor • Government Administration Officer • Civil Servant • Juris Doctor

Experience & Education

Office:
Pannone Lopes Devereaux & West LLC
317 Iron Horse Way, Suite 301, Providence, RI 02908
Phone:
(401) 824-5100 (Phone), (401) 824-5123 (Fax)
Specialties:
Estate Planning & Administration, Government & Legislative Strategies
ISLN:
906224906
Admitted:
1970, Rhode Island, 1971, U.S. Court of Appeals for the Armed Forces
Military:
Capt., Judge Advocate's Division, U.S. Marine Corps, 1970-1973
Biography:
Bernard A. Jackvony is a Partner with Pannone Lopes Devereaux & West LLC and a member of the firm's ...
Full Profile

Amy Hurst Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Insurance Professional • Underwriter • Chief Administrative Officer • Chairperson • Chief Executive • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Health/Dental Insurance Professional, with a Corporate Mutual Funds/Investment Banking Background
Location:
Providence, Rhode Island Area
Industry:
Insurance
Work history:
Blue Cross Blue Shield of Rhode Island Marketing & Sales Operations Specialist IIOct 2006 - Mar 2010Boston Financial Data Services Quality Account Specialist IIMar 2000 - Oct 2003
Skills:
Progressively responsible administration & customer service, Computer literate, possesses a...
Full Profile

Diana Webb Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Controller • Tax Consultant • Tax Accountant • Entertainment Professional • Entertainer • Chief Executive Officer • Director • Corporate Executive • Chief Executive • Operations Manager • School Principal • School Administrator • Educational Manager • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Human Resources Specialist • Recruitment

Experience & Education

Position:
Controller at Newport Grand, LLC
Location:
Providence, Rhode Island Area
Industry:
Accounting
Work history:
Newport Grand, LLC - Newport, RIControllersince Jan 2011Schneider Electric Dir/Mgr, Corporate Accounting & Financial Reporting - American Power Conversion Corp.Oct 1996 - Sep 2008
Skills:
Accounting, Financial Reporting, Internal Controls, Auditing, Financial Analysis, General Ledger,...
Full Profile

R.J. Iii Providence, RI

Professions & Specialties

Fiduciary • Law Specialist • Articled Clerk • Executor • Trust Law Attorney • Lawyers • Judicial Law Clerk • Chairperson • Founder • Chief Executive • Founding Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
President and founder at Professional Fiduciary Advisors, Inc., Certified Elder Law Attorney at...
Location:
Providence, Rhode Island Area
Industry:
Law Practice
Work history:
Professional Fiduciary Advisors, Inc. President and foundersince Jan 2004Connelly Law Offices Certified Elder Law Attorneysince Jan 1998
Skills:
Probate Law, Estate Planning, Medicaid Planning, Medicaid Application, Fiduciary Services,...
Full Profile

Nancy Carroll Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Administrative Officer • Chief Executive • Recruitment • Security • Construction

Experience & Education

Position:
Chief Administrative Officer at Brown University
Title:
Chief Administrative Officer-Engineering at Brown University
Location:
Providence, Rhode Island Area
Industry:
Higher Education
Work history:
Brown University - School of Engineering, Brown UniversityChief Administrative Officersince Jul 2007
Full Profile

Rebeka Mazzone Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Certified Public Accountant • Controller • Accounting Bookkeeper • Bookkeeper • Director • Financial Director • Operations Manager • Financial Officer • Financial Manager • Counselor • Philanthrope • Advisor • Non-Profit • Analysts

Experience & Education

Position:
CPA, Director - Rhode Island Region at Accounting Management Solutions, Inc
Title:
CPA, Director - Rhode Island Region for Accounting Management Solutions, Inc
Location:
Providence, Rhode Island Area
Industry:
Accounting
Work history:
Accounting Management Solutions, Inc CPA, Director - Rhode Island Regionsince Jan 2003RISCPA Boards Member2009 - 2009
Skills:
Not-for-profit Accounting, Board Development - Fiduciary and Fiscal, Nonprofit Mergers and...
Full Profile

Dimitri Bugnolo Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Supporting Member • Team Member • Tax Consultant • Tax Accountant

Experience & Education

Position:
Tax Associate at Restivo Monacelli LLP
Location:
Providence, Rhode Island
Industry:
Accounting
Work history:
Restivo Monacelli LLP Tax Associatesince Jan 2013KPMG LLP Senior Tax SpecialistSep 1995 - Sep 2012
Full Profile

Meredith Larkin Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Supporting Member • Apprentice • Team Member • Student Worker • Non-Profit • Government Administration Professional • Accounting Bookkeeper • Bookkeeper • Community Service Manager

Experience & Education

Position:
Audit Associate at KPMG
Location:
Providence, Rhode Island Area
Industry:
Accounting
Work history:
KPMG - Providence, Rhode Island AreaAudit Associatesince Aug 2011Kahn, Litwin, Renza & Co., Ltd. - Providence, Rhode Island AreaTax InternJan 2011 - May 2011
Full Profile

Derek Doo Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Partner • Financial Director • Board Member • Chief Executive • Financial Officer • Financial Manager • Management Team Executive • Operations Manager • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Representative

Experience & Education

Position:
Partner and CFO at The Virtus Group, Trustee and Advisory Board Member at Walpole Technology and...
Title:
Partner and CFO at The Virtus Group
Location:
Providence, Rhode Island Area
Industry:
Investment Management
Work history:
The Virtus Group Partner and CFOsince May 2001Walpole Technology and Innovation Foundation Trustee and Advisory Board Membersince May 2001
Skills:
401k, Qualified Retirement Plans, Mutual Funds, Investment Management, SEC filings, Strategic...
Full Profile

Sean Debobes Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chairperson • Retail Operations Manager • Chief Executive • Director of Operations • Operations Manager • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Fundraiser • Fundraising Officer

Experience & Education

Position:
Board President at RiverzEdge Arts Project, Member - Brown University Community Council at Brown...
Title:
Member - Brown University Community Council at Brown University
Location:
Providence, Rhode Island Area
Industry:
Food & Beverages
Work history:
RiverzEdge Arts Project Board Presidentsince Aug 2009Brown University Member - Brown University Community Councilsince Jan 2011
Full Profile

Stephanie Lamb Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Tax Accountant • Accounting Clerk • Accounting Bookkeeper • Bookkeeper • Student Worker • IT Specialist

Experience & Education

Position:
Tax Accountant at GTECH
Location:
Providence, Rhode Island Area
Industry:
Accounting
Work history:
GTECH - ProvidenceTax Accountantsince May 2013Sullivan & Company CPAs, a division of BlumShapiro - ProvidenceTax Staff AccountantSep 2009 - May 2013
Skills:
Income Tax, Auditing, Tax Returns, Tax, Financial Statements, S Corporations, IRS, Account...
Full Profile

Kaetjens Nuez Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Tax Accountant

Experience & Education

Work

Company:
Bank of america
Fiduciary tax accountant i
Company:
Bank of america - Providence, RI
Tax assistant
Full Profile

Joel Sanchez Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Banker • Financial Services Professional • Financial Services Sales Agent • Sales Account Associate • Sales Executive • Sales Manager • Operations Manager • Student Worker

Experience & Education

Position:
Realtor at COLDWELLBANKER RESIDENTIAL BROKERAGE
Title:
Realtor at Coldwell Banker Residential Brokerage
Location:
Providence, Rhode Island Area
Industry:
Real Estate
Work history:
COLDWELLBANKER RESIDENTIAL BROKERAGE Realtorsince Sep 2010COLDWELL BANKER/ PENA REALTY Sales AssociateJul 2009 - Jul 2010
Full Profile

Bryan Macdonald Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Tax Accountant

Experience & Education

Position:
Fiduciary Tax Accountant II at Bank of America
Location:
Providence, Rhode Island Area
Industry:
Accounting
Work history:
Bank of America Fiduciary Tax Accountant II
Full Profile

Frank Giorgio Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Halperin & Lax, LLC
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Halperin & Lax, LLC Financial Advisorsince Sep 2008Morgan Stanley Financial Advisor2007 - 2007
Skills:
FINRA Series 7 Licensed (General Securities, i, e, stocks, bonds, options, ETF's, Mutual Funds,...
Full Profile

Eileen Schuster Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Human Resource Administrator • Human Resources Specialist • Employment Assistant • Human Resources Generalist • Human Resource Manager • Recruitment • Employee Placement Specialist

Experience & Education

Position:
HR Administrator at KVH Industries Inc.
Title:
HR Administrator at KVH Industries, Inc.
Location:
Providence, Rhode Island Area
Industry:
Human Resources
Work history:
KVH Industries Inc. HR Administratorsince Dec 2000Bank of Newport Human Resources AssistantSep 1989 - Nov 2000
Full Profile

Jenna Lewis Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Manager • Operations Manager • Apprentice • Student Worker

Experience & Education

Position:
Tax Manager at EY
Title:
Manager at EY
Location:
Providence, Rhode Island Area
Industry:
Accounting
Work history:
EY - Providence, Rhode Island AreaTax Managersince Jun 2006Sansiveri, Kimball & Co., L.L.P. Tax InternJan 2006 - Apr 2006
Full Profile

Gabriel Larach Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Apprentice • Chief Administrative Officer • Manager • Director • Chief Executive • Operations Manager • Student Worker

Experience & Education

Title:
Estudiante de Brown University
Location:
Providence, Rhode Island Area
Industry:
Investment Banking
Work history:
PricewaterhouseCoopers Governance, Risk & Compliance InternJul 2009 - Sep 2009Cervecería Hondureña, S.A. de C.V. (SABMiller plc) Financial Projects InternJul 2008 - Aug 2008
Full Profile

Mark Guay Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Chief Executive • Property Manager • Licensed Real Estate Broker • Real Estate Manager • Real Estate Sales Agent • Construction

Experience & Education

Position:
Vice President / Specialty Asset Manager at Bank of America / US Trust Wealth Management
Title:
Vice President, Specialty Asset Manager
Location:
Providence, Rhode Island Area
Industry:
Banking
Work history:
Bank of America / US Trust Wealth Management - Providence, RIVice President / Specialty Asset Managersince 1996Citibank Financial Services - Boston, MAAVP, Senior Asset Manager1987 - 1996
Skills:
Real Estate Transactions, Real Estate Managment, Property Management, Asset Management, Due...
Full Profile

Robert Pirri Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Manager • Group Manager • Chief Executive • Operations Manager • Client Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Vice President/Client Manager at Bank of America, Vice President/Group Manager at Bank of America...
Title:
Vice President/Group Manager at Bank of America Merrill Lynch
Location:
Providence, Rhode Island Area
Industry:
Banking
Work history:
Bank of America Vice President/Client ManagerBank of America Merrill Lynch Vice President/Group Managersince Jul 2009
Full Profile

Larry Wagner Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Philanthrope • Non-Profit

Experience & Education

Position:
CFA, at Rockland Trust Company, Vice President/ Rockland Trust Financial Services at Rockland Trust ...
Title:
Vice President/ Rockland Trust Financial Services
Location:
Providence, Rhode Island Area
Industry:
Investment Management
Work history:
Rockland Trust Company CFA,since 2008Rockland Trust Company Vice President/ Rockland Trust Financial Servicessince Jul 2008
Full Profile

Stephen Ashworth Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Wealth Strategist at US Trust
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
US Trust Wealth Strategistsince Dec 1998
Certifications:
Certified Financial Planner (CFP®)
Certified Trust and Financial Advisor (CTFA)
Full Profile

Barbara Warner Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Customer Service • Client Service Officer • Supervisor • Managers

Experience & Education

Position:
Trust Officer at Bank of America
Location:
Providence, Rhode Island Area
Industry:
Banking
Work history:
Bank of America Trust OfficerFleet Bank/Bank of America Fiduciary, Customer Service ,Sales, Referals,Supervisor1972 - 2008
Full Profile

R Cela Providence, RI

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyers • Chairperson • Founder • Chief Executive • Founding Member

Experience & Education

Title:
President and founder at Professional Fiduciary Advisors, Inc. Certified Elder Law Attorney at Connelly Law Offices
Location:
Providence, Rhode Island Area
Industry:
Law Practice
Full Profile

R.J. Iii Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at PROFESSIONAL FIDUCIARY ADVISORS, INC.
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
PROFESSIONAL FIDUCIARY ADVISORS, INC. President
Full Profile

Colleen Flannery Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Data Typist • Supporting Member • Computer Operator Specialist • Team Member

Experience & Education

Work

Company:
Bank of america - Providence, RI
Data entry clerk/fiduciary support
Company:
Cvs store support center - Woonsocket, RI
Sale audit associate, accounting department
Full Profile

Andrew Hamil Providence, RI

Professions & Specialties

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

Experience & Education

Title:
Fiduciary Specialist, Attorney
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Full Profile

Celso Galvao Providence, RI

Professions & Specialties

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

Experience & Education

Title:
SVP - Fiduciary Tax Services at US Trust
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Full Profile

Mark Becker Providence, RI

Professions & Specialties

Trust Law Attorney • Lawyers • Vice President • Director • Chief Executive • Operations Manager • Purchasing Managers • Director of Contracts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Development Manager • Chairperson • Director of Operations • Manager • Chief Networking Officer • Department Manager • Corporate Executive • Project Managers • Customer Relations • Department Supervisor • Business Analyst • Counselor • Leader • Support Manager • Supporting Member • Food service • Planner • Analyst • Analysts • Advisor • Managers • Team Member • Commander • Bachelor of Science • Information Technology Specialist • IT Specialist

Experience & Education

Position:
Vice President, Contract Management at RBS Citizens Group, Member, Rhode Island Veterans Advisory...
Title:
Member, Rhode Island Veterans Advisory Council at State of Rhode Island
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
RBS Citizens Group - Warwick, RIVice President, Contract Managementsince Jul 2012State of Rhode Island and Providence Plantations House of Representatives - Providence, Rhode Island AreaMember, Rhode Island Veterans Advisory Councilsince 2012
Skills:
Self-motivated, Versatile, Innovator, Strategic Planning, Mentoring, Analysis, Research, Microsoft...
Full Profile

Dan Dwyer Providence, RI

Professions & Specialties

Lawyers • Owner • Chief Executive

Experience & Education

Position:
Owner at DF Dwyer & Associates
Title:
Owner, DF Dwyer & Associates
Location:
Providence, Rhode Island Area
Industry:
Insurance
Work history:
DF Dwyer & Associates Ownersince Aug 1985
Skills:
Insurance, Home, D&O, Condos, Brokers, Professional Liability, Commercial Insurance, General...
Full Profile

Edward Staples Providence, RI

Professions & Specialties

Trust Law Attorney • Lawyers • Vice President • Chief Executive • Manager • Sales Manager • Sales Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Vice President & Trust Officer at Van Liew Trust Company
Location:
Providence, Rhode Island Area
Industry:
Investment Management
Work history:
Van Liew Trust Company Vice President & Trust Officersince Jan 2006The Art Connection - RI Board of Advisors2011 - 2013
Skills:
IRA's, Estate Planning, Charities, Trusts, Investments, Asset Management, Tax, Planned Giving,...
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Ryan Aif Providence, RI

Professions & Specialties

Trust Law Attorney • Lawyers • Vice President • Partner • Chief Executive • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Service Officer • Customer Service • Market Research Analyst

Experience & Education

Position:
Vice President, DCIO at Columbia Management Distributors
Location:
Providence, Rhode Island Area
Industry:
Investment Management
Work history:
Columbia Management Distributors Vice President, DCIOsince Jan 2008Fidelity Investment Institutional Services (FIIS) Vice PresidentJan 2005 - Jan 2008
Skills:
Client relations, DCIO, equity sales, executive management, financial, mutual funds, investments,...
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Wendy Foster Providence, RI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Partner • Director • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Benefits Manager • Compensations and Benefits • Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician • Human Resources Specialist • Recruitment • Hospital Care Professional • Health Professional • Health Practitioner • Advisor

Experience & Education

Position:
SVP, Workplace Marketing, Solutions and Experience (Product and Partner Management) at Fidelity...
Title:
SVP, Workplace Marketing, Solutions and Experience (Product Management team)
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Fidelity Investments SVP, Workplace Marketing, Solutions and Experience (Product and Partner Management)since Apr 2007New York Life Investment Management Director, Retirement Strategy/Business Development/ProductJun 2001 - Mar 2007
Skills:
Strategy, Product Management, Retirement, Pensions, Defined Benefit
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Daniel Notartomaso Providence, RI

Professions & Specialties

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

Experience & Education

Position:
Senior Vice President at Citizens Bank
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Citizens Bank Senior Vice President
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John Lowrey Providence, RI

Professions & Specialties

Trust Law Attorney • Lawyers • Owner • Chairperson • Partner • Chief Executive • Sales Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Executive • Vice President • Director • Corporate Executive • General and Operations Manager • Director of Operations • Operations Manager • Technology Manager • Technical Managers • Client Service Officer • Doctor of Medicine • Business Administrator • Human Resources Specialist • Recruitment • Customer Service

Experience & Education

Position:
President at A Better 401k Plan, Inc.
Title:
Owner, A Better 401k Plan, Inc.
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
A Better 401k Plan, Inc. Presidentsince 2006BenefitStreet Sales Executive2005 - 2006
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Trust Law Attorneys near Providence, RI012345WarwickCranstonFranklinPawtucketWoonsocketSmithfieldHopedaleWest GreenwichSwanseaNorth Attleboro