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Online Resumes with "trusts estates"
Principal Attorney -- 7 years Experience -- Orange County, California
Tags for this Online Resume: Orange County, Attorney, Trust and Estate Law, Business Law, Researcher, Writer
senior Sales Assistant, Certified Paralegal, 14 years + experience NY and CT
A career that both challenges and utilizes my many abilities and knowledge, that I may excel to the the benefit of both myself and the company I work for.
Tags for this Online Resume: administrative asssitant, wills, trusts and estates, hardworker, selfstarter, customerservice, teamplayer, troubleshooter, research, paralegal, Microsoft Excel
Fundraiser - 17 Years of Experience - Near 92780
Resume: Ronald Carlton Alsop 17282 Roseleaf Avenue, Tustin CA 92780 ronaldcalsop@gmail.com Brief bio on Linkedin cell 714-788-0176 ...
Tags for this Online Resume: development , stewardship, Planned Giving, Philanthropy, major gifts, gift annuities, sales professional, estate planning
Vice President - 15 Years of Experience - Near 48313
Dynamic Vice President with 19 years of progressive high-profile banking and financial management experience. Proven executive level expertise at PNC bank supervising 450 branches in two states. Skilled at consumer and commercial lending, mortgages, underwriting, and wealth management. Strong strategic planning knowledge ensuring legal and regulatory compliance, determining and mitigating risk, performing financial analysis...
Ideal Companies: chase, bank of america, citizens, fifth third, comerica, credit unions, tallmer, tcf
Tags for this Online Resume: Management, leadership, executive, vice President, director, sales, Consulting, supervisor, financial analysis, audits, budgeting, cost / benefit analysis, financial statements, expense controls, reporting, account management, territory management, sales cycle management, forcasting, team leader, motivation, process improvement, web design, market analysis, presentations, product marketing, event planning, branding, procurement, purchasing, training, development, operations management, policy development, talent management, performance management, employee engagement, client relations, needs assessment, customer service, internet marketing, social media, banking, mortgage, equity, logisitics, outsourcing, cost reduction, scheduling, public relations, microsoft certified
Lawyer - 20 Years of Experience - Near 33062
My legal career in three States and the District of Columbia and my admission to the Federal Courts in all the states and the United States Tax Court has equipped me with over 35 years of valuable experience in the general practice of law and civil litigation. Throughout my legal career I have enjoyed working with other lawyers, clients, judges, diverse businesses, charitable organizations and the general public. During...
Tags for this Online Resume: Hillsboro Beach, Civil Litigation Attorney, Business and Tax Law, Commercial litigation
Fiduciary Accountant/Tax Accountant - 15 years Experience - New York, NY
Accomplished, analytical and dedicated Fiduciary Accountant with solid background in finance/accounting, client relations and legal administration. Recognized for strong report/record management, legal correspondence preparation and tax preparation skills. Articulate communicator and effective problem solver with the ability to identify areas of concern and implement appropriate plan of action. Solid legal administration sk...
Ideal Companies: Legal Industry
Tags for this Online Resume: Prosystem Fx, OneSource Estate Tax (FPS), BNA Bloomberg, WestLaw Legal Research, Hot Doc, Lacerte tax Systems
Lawyer
Tags for this Online Resume: New York, estate planning, trust and estates
General - 10 Years of Experience - Near 30092
To the Hiring Manager: I have over ten years of experience in the legal field, working on the plaintiff and defense sides for causes of actions arising from personal injury and wrongful death, catastrophic injuries, products and premises liability, civil and criminal �RICO�, real estate, contracts, intellectual property, worker�s compensation, insurance defense and bad faith, medical malpractice, and nursing home defense...
Ideal Companies: Coca-Cola, CICI, King & Spaulding, ALston + Bird, Greenberg Traurig, Jones Day, DLA Piper, Sidney Austin, Lathan & Wakins, Davis Polk & Wardwell, K&L Gates, Gibson, Dunn & Crutcher, Foley & Lardner, McGuire Woods, Ropes & Gray, Morgan Lewis, Covington & Burling, Seyfarth Shaw, Reed Smith, Norton Rose Fulbright, Bryan Cave, Arnold & Porter.
Tags for this Online Resume: Legal Research, Company Data Analysis, Insurance Defense, Litigation, Microsoft Access, Legal Writing, Microsoft, Statistcs, Compensation, Defense
Vice President - 11 Years of Experience - Near 78613
SKILLS SUMMARY * Management: Deliver comprehensive wealth management and fiduciary administration by staffing, training and leading highly successful Trust, Estate and Operations teams in the administration, distribution and termination of trust and estate accounts within a fluid, dynamic and complex model. * Financial Services: Excellent track record leading Austin teams to score #1 nationally identifying new sales opportu...
Tags for this Online Resume: Customer Service, Distribution, Fraud, Fraud Prevention, Policies and Procedures, Referrals, Legal, Accounting, ACH, Audit, Trust Management, Tax, Operations Management, Estate Management, Writing and Editing
Lawyer - 20 Years of Experience
SUMMARY Experienced professional with twenty years of trust and estates experience, in both the legal and financial services arenas. Wealth preservation and trust expert with extensive experience in estate planning, trusts, tax preservation strategies, charitable giving, probate, elder law and business transition. Visionary leadership style with ability to motivate colleagues, as well as, contribute on an individual level, ...
Tags for this Online Resume: Probate, Management, Compliance, trust officer, wealth, wealth advisor, relationship manager, director, president, vice president, senior trust officer
Paralegal - 20 Years of Experience - Near 23834
Tags for this Online Resume: Delinquent Accounts, Documentation, Accounts Receivable, Litigation, Real Estate, Appraisals, Insurance, Support, Accounting, Audit, Mortgage Closer, Mortgage Processor, Mortgage Compliance, Loan Servicing, Trust and Estate Planning, Title Underwriter, Real Estate Processor, Bankruptcy, REO, Foreclosure, Claims Analysis
Financial Specialist - 18 Years of Experience - Near 89134
QUALIFICATIONS: -Communications skills enabling solid rapport with team partners and clients at all levels. -Organizational skills ensuring timely completion of projects. -Extensive Financial Analyst and Trust/Estate experience.
Tags for this Online Resume: Distribution, Guardian, Guardian (Comm Net Sw), Inventory, Inventory Control, Probate, Scheduling, Documentation, High Net Worth, Management