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Online Resumes with "trusts estates"
Paralegal - 7 Years of Experience - Near 60202
SUMMARY OF QUALIFICATIONS Paralegal with over 15 years experience, ability to administer large complex Trusts/Estates from initial death notification to distribution of the assets to the family. Billable hours in 2016, over 1,909 hours, resulting in revenue of $286,335. Extraordinary ability to navigate through corporate divisions and intuitional red-tape to process asset transfers very quickly. Excellent knowledge of Inves...
Tags for this Online Resume: Real Estate, Accounting, Distribution, Filing, Probate, Management, Wealth Management, Financial, Financial Analysis, Insurance
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
Lawyer - 20 Years of Experience - Near 91604
Career Summary and Objectives I have spent the majority of my career as a practicing attorney, focusing extensively on estate planning and administration. With the added focus on financial planning over the past several years, I now have a new perspective and approach, and I am seeking a new opportunity to which I can apply my unique blend of experience and knowledge.
Tags for this Online Resume: estate planning, trusts and estates, wealth management, financial advisor, financial planning, Planning, Insurance, Management, Drafting, Financial
Marketing Director - 15 Years of Experience - Near 95062
Areas of expertise * Market and competitive analysis * Product positioning and messaging development * Needs assessment and requirements definition * Customer research and product strategy * Program planning and project management * Mobile and web wire framing, and rapid proto-typing * Buyer personas and journey mapping * Thought leadership and advisory content development * User-Centered Design and usability testing Summar...
Tags for this Online Resume: Software, Software Development, Banking Industry, Research, Entitlements, Financial, Financial Management, Integrate, Management, Wealth Management
Compliance Manager
Summary Nationally recognized Chief Compliance Officer and trust expert with a unique blend of 40 years' experience in fiduciary risk management, compliance, trust and estate administration, asset management, estate planning, legal counsel, and department management. In depth knowledge of all aspects of the fiduciary business and pertinent laws and regulations. Demonstrated ability to utilize first line practical experience...
Tags for this Online Resume: Strategic Initiatives, Compliance, Management, Policy Development, Risk Management, Aml (Macro Lang), Banking Industry, Legal, Asset Management, Business Planning
Lawyer - 10 Years of Experience - Near 18929
QUALIFICATIONS SUMMARY » Highly qualified Trial Attorney vvith tvventy-seven years of extensive litigation experience throughout Pennsylvania in both state and federal courts o Tried to verdict in excess of 600 cases at the trial and arbitration levels. » Experienced in iitrgating catastrophic personal injury. products liability and complex commercial litigation cases » Represented both plaintiffs and defendants in virtualt...
Tags for this Online Resume: DRAM, Litigation, Advertising, Budgeting, FACETS, Compliance, Estate planning, Insurance, Planning, Purchase Agreements
Accountant - 20 Years of Experience - Near 02920
SUMMARY Seasoned CPA with experience working in both public and private accounting. Areas of concentration include Trusts and Estates, Gift Tax Returns and Tax-Exempt Organization Returns.
Tags for this Online Resume: Microsoft PowerPoint, Planning, Professional Services, Accounting, Forecast, excel, tax
Lawyer - 20 Years of Experience - Near 21666
represented persons in domestic violence operated general practice law firm with paralegal and administrative support staff civil and criminal practice civil practice included: family law, juvenile law, education and special education law, domestic violence, consumer protection and consumer class action, trusts and estates, landlord-tenant, contract, real property, employment, immigration law, and other matters immigration ...
Tags for this Online Resume: Benefits, Custody, Information Technology, Management, Civil Litigation, Complaints, Criminal Defense, Defense, Litigation, SAFE (Slab Analysis by the Finite Element Method)
Life Insurance agent, worked for growing estate planning and probate practice seeking a job as a Financial Advisor/ Wealth Manager - will bring book of business
Objective: to grow a strong client base through education and collaboration with local estate planning attorneys and healthcare providers. Already maintain strong referral base and have clients ready to transfer to new financial institution. PROFESSIONAL SUMMARY ACCOMPLISHMENTS Obtained and Maintained Florida Life, Health and Variable Annuity License (FL 215). Will have 65 license by end of 2017. Member of many estate pl...
Tags for this Online Resume: Real Estate, Capital Expenditures, Estate planning, Planning, Accounting, Annuity, Customer Service, Financial, Financial Statements, Firepond Answer, finance, wealth managment, financial advisor, life insurance
Tax Manager
PROFILE Multifaceted attorney with expertise in: tax law and finance from LL.M. in Taxation and prior career as CPA. Demonstrated legal skills in drafting sophisticated trusts preparing and reviewing 706s, 709s, and 1041s handling probates and conservatorships State Bar of California, 2002 Certified Public Accountant, California Board of Accountancy, 1993 Approved as a Certified Tax Specialist Admitted to U.S. Tax Court U.S...
Tags for this Online Resume: Certified Public Accountant, BAR, Compensation, Drafting, Estate planning, Financial Industry, Legal, Planning
Business lawyer seeking corporate or oganization counsel position with the benefit of over forty years in the practice of law
Experience working with high net worth clients and corporate officers and directors. Strategic and legal consulting. Member of the New York Bar only. Enjoys solving problems.
Tags for this Online Resume: White Collar, Litigation, trusts and estates, Corporate law, Business , Investigations, trial experience, Justice Department, Securities, Estate planning, Planning, Fraud, Insurance, Arbitration, Benefits, Procurement, Public Relations, extradition, international law, broadcasting, health care, disability claims, appeals, compliance, writing, analyst, Washington DC, Vero Beach, document review, appellate briefs, corporate counsel, New York, NY
Lawyer - 12 Years of Experience - Near 01701
Apply my years of applicable litigation and negotiating experience and skill to excel in a new role.
Tags for this Online Resume: Benefits, Compensation, Litigation, Probate, Settlements, Wills, Real Estate, Criminal Defense, Defense, Networking
