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Montana Fiduciarys Directory

Trustoria includes a professional profile for nearly every Fiduciary in Montana.

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24 results found

Laura Walker Great Falls, MT

Ms. Laura Walker

Professions & Specialties

LawyerTrust Law AttorneyFiduciary

Experience & Education

Office:
Browning, Kaleczyc, Berry & Hoven, P.C.
9 3Rd Street North, Great Falls, MT 59403
Phone:
Specialties:
Wills, Contested Wills
ISLN:
921604844
Admitted:
2006, Montana
Transactions:
Advising clients on business strategies and preparation of all necessary documents regarding choosing a form of business entity, corporate and business governance, employee manuals and trademark protection, Assisting clients in all areas of business transactions including purchase and sale agreements, real estate transactions, shareholder and operating agreements and commercial leases
Biography:
Laura Walker grew up in Livingston, Montana. After obtaining her B.A. with honors in 2003 from...

G. Hagestad Missoula, MT

G. Patrick Hagestad

Professions & Specialties

LawyerTrust Law AttorneyFiduciary

Experience & Education

Office:
Milodragovich, Dale, Steinbrenner, P.C.
620 High Park Way, Missoula, MT 59803
Mailing Address:
P.O. Box 4947, Missoula, MT, 59806-4947
Phone:
Specialties:
Professional Liability, Liquor Liability
ISLN:
913166862
Admitted:
1998, Montana, U.S. District Court, District of Montana and U.S. Court of Appeals, 9th Circuit
Biography:
Awards and Recognitions-AV® Preeminent. Publications and Presentations Mr. HagEstad recently...

Dirk Williams Missoula, MT

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyLecturerPostsecondary TeacherChief ExecutiveAdvisorCounselorChairperson

Experience & Education

Office:
Crowley Fleck PLLP
305 South 4Th Street East, Suite 100, Missoula, MT 59807
Phone:
Specialties:
Trusts and Estates, Fiduciary Compliance and Guidance
ISLN:
902746792
Admitted:
1985, Montana, 1986, U.S. District Court, District of Montana
Biography:
Articles Editor, Montana Law Review, 1984-1985. Adjunct Professor, Agricultural Law, 1995-1996, and ...

Donald Peter Missoula, MT

Donald Craig St. Peter

Professions & Specialties

LawyerTrust Law AttorneyFiduciaryReal Estate ManagerProperty ManagerLicensed Real Estate BrokerOperations ManagerChief ExecutiveManagement Team Executive

Experience & Education

Office:
St. Peter Law Offices PC
2620 Radio Way, Missoula, MT 59808
Phone:
Specialties:
Tax Law, Probate and Estate Planning
ISLN:
903370750
Admitted:
1978, Montana and U.S. District Court, District of Montana, 1979, U.S. Tax Court
Biography:
Don is a 1978 honors graduate of the University of Montana Law School. He obtained a Masters of Law ...

Jean Faure Great Falls, MT

Jean Elizabeth Faure

Professions & Specialties

Administrative Court JusticeJustice of The PeaceAdministrative Law AttorneyOf CounselTrial LawyerJuristTrust Law AttorneyLegal CounselLaw SpecialistCorporate CounselMagistrateFiduciaryLawyerJudgeChief ExecutiveJuris DoctorAuthorChairpersonPresenterModelRepresentativeSpecial Education ProfessorsSpecial Education ProfessionalConstructionGuideTour GuideChief Administrative Officer

Experience & Education

Office:
Faure Holden Attorneys at Law, P.C.
1314 Central Avenue, Great Falls, MT 59401
Mailing Address:
P.O. Box 2466, Great Falls, MT, 59403-2466
Phone:
Specialties:
Employment and Labor Law, Employment Defense Litigation
ISLN:
907500962
Admitted:
1987, Montana, United States District Court, District of Montana
Biography:
Jean Elizabeth Faure is an AV-rated civil trial attorney with 25 years of experience in...

Beckie Christiaens Missoula, MT

Beckie Christiaens Director of Fiscal and Personnel Services at University of Montana

Professions & Specialties

FiduciaryLawyerTrust Law AttorneySupporting MemberEducational ManagerSchool AdministratorTeam MemberRecruitmentPsychology SpecialistPsychologistPersonnel SpecialistHigher Education ProfessionalPersonnel OfficerFinancial OfficerAssistant Vice PresidentFinancial DirectorChief Executive OfficerDirectorVice PresidentOperations ManagerFinancial ManagerChief ExecutiveCorporate ExecutiveDean

Experience & Education

Position:
Office of the Provost, Director of Academic Budgets & Personnel at University of Montana
Title:
Director of Fiscal and Personnel Services at University of Montana
Location:
Missoula, Montana Area
Industry:
Education Management
Work history:
University of Montana Office of the Provost, Director of Academic Budgets & Personnelsince Dec 2011University of Montana - Missoula, Montana AreaExecutive Director of Administration and ProgramsFeb 2009 - Dec 2011
Skills:
Budgets, Program Management, Management, Public Speaking, Training, Strategic Planning, Human...

Stacy Rye Missoula, MT

Stacy Rye Previous Nonprofit Director

Professions & Specialties

LawyerTrust Law AttorneyFiduciaryChief ExecutiveRepresentativeCorporate ExecutiveManagement Team ExecutiveBoard MemberDirectorChief Executive OfficerOperations Manager

Experience & Education

Title:
Previous Nonprofit Director
Location:
Missoula, Montana Area
Industry:
Legislative Office
Work history:
WORD, Inc. - Missoula, MTExecutive DirectorFeb 2011 - Sep 2012Missoula City Council Council MemberJan 2004 - Jan 2012

Stephen Mauer Missoula, MT

Professions & Specialties

LawyerTrust Law AttorneyFiduciaryHR ManagerCustomer ServiceChief ExecutiveOperations ManagerBusiness AdministratorAccount RepresentativeClient Service OfficerVice President

Experience & Education

Title:
Fiduciary Trust Officer at Wells Fargo
Location:
Missoula, Montana Area
Industry:
Investment Management

Christophe Lambert Bozeman, MT

Professions & Specialties

JuristFiduciaryLawyerLegal CounselAdvocateTrust Law AttorneySoftware DevelopersHuman Resources SpecialistCustomer ServiceSoftware EngineerClient Service OfficerRecruitmentFounding MemberChairpersonFounderChief Executive OfficerChief ExecutiveCorporate ExecutiveComputer Software Professional

Experience & Education

Position:
Founder & Chairman at Golden Helix Inc.
Location:
Bozeman, Montana
Industry:
Computer Software
Work history:
Golden Helix Inc. - Bozeman, MT, USAFounder & Chairmansince Apr 2013Golden Helix Inc. - Bozeman, MT, USAPresident & CEOSep 1998 - Apr 2013
Skills:
Research, Software Development, System Dynamics, Theory of Constraints, Systems Thinking, Rock...

Daniel Huffman Billings, MT

Daniel Huffman Tax Examiner, MT Dept. of Revenue

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyRepresentativeInspectorExaminerOperations ManagerCommunity Service ManagerStudent WorkerBookkeeperFinance and Accounting SpecialistAccounting Bookkeeper

Experience & Education

Position:
Tax Examiner at Montana Department of Revenue
Title:
Tax Examiner, MT Dept. of Revenue
Location:
Billings, Montana
Industry:
Accounting
Work history:
Montana Department of Revenue - Helena, MTTax Examinersince Sep 2010American General Finance - Billings, MTFinancial RepresentativeOct 2009 - May 2010
Skills:
Auditing, Project Coordination, Marketing, Financial Analysis, Accounting, Leadership

Steve Mauer Missoula, MT

Professions & Specialties

LawyerTrust Law AttorneyFiduciaryChief ExecutiveVice PresidentAssistant Vice PresidentBookkeeperFinance and Accounting SpecialistAccounting BookkeeperPsychology SpecialistBusiness AdministratorCustomer ServiceClient Service OfficerOperations ManagerFinancial ManagerFinancial OfficerManagement Team ExecutiveHR ManagerPsychologistBachelor of Science

Experience & Education

Position:
PROFESSIONAL EXPERIENCE at Wells Fargo Bank, NA, Assistant Vice President, Fiduciary and Trust...
Title:
Fiduciary Trust Officer at Wells Fargo
Location:
Missoula, Montana Area
Industry:
Investment Management
Work history:
Wells Fargo Bank, NA PROFESSIONAL EXPERIENCEsince May 2008Wells Fargo Bank Assistant Vice President, Fiduciary and Trust Specialistsince Jan 2008
Skills:
Portfolio Management, Investments

Lana Kadoshnikov Great Falls, MT

Lana Kadoshnikov TAX ACCOUNTANT at JUNKERMIER, CLARK, CAMPANELLA & STEVENS

Professions & Specialties

LawyerTrust Law AttorneyFiduciaryBoard MemberManagement Team ExecutiveManagerOperations ManagerAccounting BookkeeperTax AccountantCertified Public AccountantBookkeeper

Experience & Education

Position:
CPA - Tax Manager at JUNKERMIER, CLARK, CAMPANELLA & STEVENS
Title:
TAX ACCOUNTANT at JUNKERMIER, CLARK, CAMPANELLA & STEVENS
Location:
Great Falls, Montana Area
Industry:
Accounting
Work history:
JUNKERMIER, CLARK, CAMPANELLA & STEVENS - Great Falls, Montana AreaCPA - Tax Managersince Sep 2006Children's Museum of Montana - Great Falls, Montana AreaBoard MemberSep 2010 - 2012

Kevin Steere Missoula, MT

Professions & Specialties

LawyerTrust Law AttorneyFiduciaryFinance and Accounting SpecialistBookkeeperChief ExecutiveAccounting BookkeeperChief Executive OfficerFinancial Services ProfessionalFinancial Services Sales AgentCorporate Executive

Experience & Education

Title:
Financial Services Professional
Location:
Missoula, Montana Area
Industry:
Financial Services
Work history:
Guy Carpenter (Retired) Financial Executive1987 - 2008Guy Carpenter Managing Director1987 - 2008

Rhea Papke Great Falls, MT

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyChief ExecutiveOwner

Experience & Education

Position:
Owner/Operator at Montana Fiduciary Management
Location:
Great Falls, Montana Area
Industry:
Accounting
Work history:
Montana Fiduciary Management Owner/Operator

Keith Kovash Butte, MT

Professions & Specialties

Trust Law AttorneyLawyerHomebuilderBuilderConstruction SpecialistConstruction LaborerOwnerChief ExecutiveInsurance ProfessionalIndependent Insurance ProfessionalCounselorUnderwriterAdvisorBachelor of ScienceIndependent Business OwnersRecruitmentRetail SalespersonOperations ManagerManagerEquipment Tools Purchasing AgentDepartment Store SalespersonRetail Professional

Experience & Education

Title:
Independent Insurance Professional
Location:
Butte, Montana
Industry:
Insurance
Work history:
Self Employed - ButteConsultantJan 2011 - Apr 2011Self Employeed Buliding Contractor - ButteOwnerJan 2008 - Jan 2011
The RPC is the Named Fiduciary for the benefit plans

Neil Garrett Billings, MT

Neil Garrett

Professions & Specialties

Accounting BookkeeperBookkeeperChief Executive OfficerFinance and Accounting SpecialistChief ExecutiveCorporate ExecutiveRecruitment

Experience & Education

Position:
Managing Director at 401(k) Advisors - Nothwest Region
Location:
Billings, Montana Area
Industry:
Financial Services
Skills:
Registered Investment Advisor working with CFOs, HR and Finance Depts on their corporate defined...
We help navigate fiduciary responsibility through robust

Beth Piper Billings, MT

Beth Piper Assistant Vice President at First Interstate BancSystem, Inc.

Professions & Specialties

Trust Law AttorneyLawyerBank ExaminerFinancial Compliance ExaminerAuditorVice PresidentAssistant Vice PresidentChief Executive

Experience & Education

Position:
Assistant Vice President- Trust Auditor at First Interstate BancSystem, Inc.
Title:
Assistant Vice President at First Interstate BancSystem, Inc.
Location:
Billings, Montana Area
Industry:
Banking
Work history:
First Interstate BancSystem, Inc. Assistant Vice President- Trust Auditorsince May 2003Federal Reserve Bank- Denver Branch Commissioned Bank ExaminerFeb 1983 - Sep 2000
Skills:
Banking, Credit, Loans, Risk Management, Investments, Financial Analysis, Financial Risk, Finance,...
Professional Trust and Fiduciary Services

Kevin Lane Missoula, MT

Professions & Specialties

Trust Law AttorneyLawyerFinancial ManagerRecruitmentChief ExecutiveFinancial OfficerDirectorOperations ManagerFinancial DirectorChief Administrative OfficerRetail SalespersonDepartment Store SalespersonRetail ProfessionalSupervisorsManagersSales RepresentativeSales AgentSales and Service SpecialistServices ProfessionalPurchasing ManagersManagerChairpersonChief Executive OfficerPurchasing ManagerCorporate ExecutiveIndustrial EngineerProcess EngineerManufacturing EngineerSuperintendent

Experience & Education

Position:
Director at EPS
Title:
Director
Location:
Missoula, Montana Area
Industry:
Plastics
Work history:
EPS Directorsince Apr 2010Copperstate Staffing, Inc. Vice-President, CFOJun 2000 - Oct 2006
Skills:
Employee Relations, Employee Handbooks, Engineering, Materials, Lean Manufacturing, Leadership,...
Fiduciary Responsibility for Substantial Monies

Jeleen Guttenberg West Yellowstone, MT

Professions & Specialties

Law SpecialistLawyerTrust Law AttorneyPartnerChief ExecutiveExecutive CompensationWeb MarketerJuris DoctorSEO SpecialistAdvisorMarketing ManagerCounselor

Experience & Education

Title:
Experienced Employee Benefits, Executive Compensation, ERISA Attorney
Location:
West Yellowstone, Montana
Industry:
Legal Services
Work history:
Bracewell & Giuliani LLP PartnerJan 2011 - Jul 2012Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates CounselMar 2000 - Jan 2011
ERISA Fiduciary Group,for existing lunch group members,

Cindy Gleich Helena, MT

Professions & Specialties

LawyerTrust Law AttorneyFiduciaryCommunity Service ManagerInspectorExaminerGovernment Administration ProfessionalMaster of Public AdministrationOperations ManagerInternational AffairsManagement ConsultantTeam MemberAnalystsManagement Analyst

Experience & Education

Position:
Senior Financial Examiner at State of Montana Dept. of Administration, Banking & Financial...
Title:
Senior Financial Examiner at State of Montana Banking Division
Location:
Helena, Montana
Industry:
Government Administration
Work history:
State of Montana Dept. of Administration, Banking & Financial Institutions - Helena, MTSenior Financial Examinersince Jan 2010Federal Reserve Bank of Minneapolis - Helena, MTExaminerAug 1998 - Dec 2009

Patrick Hagestad Missoula, MT

Professions & Specialties

Trust Law AttorneyFiduciaryLawyerLaw Specialist

Experience & Education

Position:
Attorney/Shareholder at Milodragovich Dale Steinbrenner P.C.
Location:
Missoula, Montana Area
Industry:
Law Practice
Work history:
Milodragovich Dale Steinbrenner P.C. - Missoula, Montana AreaAttorney/Shareholdersince Aug 1998
Skills:
Commercial Litigation, Litigation, Appeals, Product Liability, Arbitration, Civil Litigation,...

Luke Korkowski Crested Butte, CO

Luke Korkowski Founder of Evolvitas Law LLC, a unique small business and personal advisory firm.

Professions & Specialties

Student LawyerLawyerTrust Law AttorneyCorporate ExecutiveManagersLeaderChief ExecutiveFounding MemberFounderChief Executive OfficerBookkeeperFinance and Accounting SpecialistAccounting Bookkeeper

Experience & Education

Position:
Founder, CEO, Attorney at Evolvitas Law LLC
Title:
Founder of Evolvitas Law LLC, a unique small business and personal advisory firm.
Location:
Crested Butte, Colorado
Industry:
Legal Services
Work history:
Evolvitas Law LLC - Crested Butte, COFounder, CEO, Attorneysince Aug 2006Exemplar Law Partners, LLC Business Law LeaderMar 2010 - Jul 2010
Skills:
Business Partnership Drafting, Contract Review, Contract Negotiation, LLC Operating Agreements,...
including the fiduciary duties of banks

Brian Mahany Toledo, OH

Brian Mahany Principal at Sustainable Financial Planning, LLC

Professions & Specialties

Trust Law AttorneyLawyerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOwnerFounding MemberChairpersonSchool PrincipalEducational ManagerSchool AdministratorFounderManagersTeam MemberSupporting MemberFinancial Manager

Experience & Education

Position:
Principal, Founder at Sustainable Financial Planning, LLC
Title:
Principal at Sustainable Financial Planning, LLC
Location:
Toledo, Ohio Area
Industry:
Financial Services
Work history:
Sustainable Financial Planning, LLC Principal, Foundersince Jul 2009More or Less Financial President/FounderApr 2007 - Jul 2009
Fiduciary Society for Ethical Financial Practices

Megan Lane Sacramento, CA

Professions & Specialties

LawyerJudicial Law ClerkGeneral CounselLegal CounselTrust Law AttorneyJuristLaw SpecialistOf CounselSupporting MemberTeam MemberOperations ManagerChief ExecutiveManagerVice PresidentSoftware DevelopersClerical Specialist

Experience & Education

Position:
VP of Solutions & General Counsel at Stone Cobra
Title:
VP of Solutions at Stone Cobra
Location:
Sacramento, California Area
Industry:
Law Practice
Work history:
Stone Cobra - Roseville, CAVP of Solutions & General Counselsince Nov 2012Stone Cobra - RosevilleStrike Force Manager & Associate General CounselJul 2012 - Oct 2012
breach of fiduciary duty