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Online Resumes with "Trust Administration"
I'm an Attorney, Financial Professional, and Entrepreneur who has 10+ years experience with designing business ventures, program management, and advising domestic and international businesses, executives, and boards.
Tags for this Online Resume: Design, Product, Service , Transformative, Innovation, Team , Collaboration, Creative, intellectual property, trust administration, real estate, invention, product development, sales, transaction, trade, global, Legal, Licensing, SAN (Storage Area Network), Management, Distribution, Diversity, Real Estate, Transportation
I am a builder of bridges. These bridges can be between departments, internal and external clients and even within a department. If the supports need strengthening, by the time I'm finished the bridge will be stronger than when it was originally built!
Trust Administration- Wealth Management
• Chief Executive Officer; • President; • Member of the Executive Committee; • Scientist, plasma physics, lasers and energy; • Trustee (BRT T1 & T2) • Trust Administrator, • Technology Pioneer, • IBM Corporation Executive (Retired), • Member of the U.S. Armed Forces, USAFR Intelligence Service (Top Secret Clarence - Inactive) • U.S. Citizen • Open to travel
My career objective is to obtain an employment opportunity which utilizes my excellent strengths in communicating with individuals of all backgrounds and/or levels, organization and problem solving skills while managing time and priorities and meeting deadlines. In addition, my objective is to continue to excel as a team player at delivering an exceptionally high level of professionalism, dedication and service to my emplo...
Tags for this Online Resume: Trust Admininstrator, Financial Service Manager, Customer Service Specialist, Trust & Estate Administration, Wealth Management, Banking Associate, Trust Accountant, Trust & Estate Assisstant, Wealth Management Assistant, Project Specialist
SUMMARY OF BUSINESS DEVELOPMENT, SALES&MARKETING AND ENTREPRENEURIAL SKILLS: * Strong track record of selling and marketing trust and investment management services to wealthy individuals and families and participating in entrepreneurial activities. * Brought in 70% of new business out of 5 Selling Investment Officers my last two years of Whittier Trust's new business and 100% of Adagio's new business over 6 years. * Partic...
as Robert W. Carlson Attorney at Law P.C. October 2007 to May 2009. Insurance fiduciary and civil litigation estate and trust planning estate and trust administration. Specialized civil litigation Responsible for grantmaking for over 100 charitable trusts. Aligned investment managers' portfolios with trust objectives. Director of Planned Giving, Noble & Greenough School, Dedham, MA. Successfully created new fund raising pos...
Tags for this Online Resume: Jacksonville, Unfair Insurance Practices, Civil Litigation, Defending Insurance Claims, legal brief writing, legal research, trustee services, Estate planning, Insurance Defense, trustee, depositions, virtual office
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, ...
PROFESSIONAL SUMMARY Certified Professional in Human Resources (PHR) offering 16+ years of practical experience in the HR industry. Working knowledge of federal laws & regulations while dealing with compliance issues as they relate to the company's most important asset, human capital. Dedicated and loyal high-achiever who is committed to gaining trust of administration and employees while ensuring that their expectations ar...
Tags for this Online Resume: HR, Human Resources, Kronos, Kronos (Labor Mgmt Sys), Management, Mmi, Payroll, Recruiting, Troubleshooting, Cognos, Training, Onboarding, Exit Interview, Compensation, Benefits, Notary, Workers Comp, Employment Law, PHR, Pentamation
Looking for an associate position at a law firm which focuses on transactional law.
Tags for this Online Resume: Civil Litigation, Documentation, Estate planning, Legal, Litigation, Probate, business formation, immigration law, transactional law, trust administration, contract, real estate law
My career history spans over 23 of financial/trade operations, investment/client service experience with 13 years in Trust Administration. I focused on analyzing and providing solutions for a complex and high net worth client base while exceeding compliance requirements. I'm looking for a growing company that shares my focus of exceptional client service and excelling compliance regulations. In the past I passed and held S...
Tags for this Online Resume: Order Entry, Receivables, Support, Planning, Statistics, Consultative Sales, Management, Portfolio Management, finance, excel, Investment Associate, Trust Operations, Securities Trading