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North Dakota Fiduciarys Directory

Trustoria includes a professional profile for nearly every Fiduciary in North Dakota.

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20 results found

Ava Archibald Fargo, ND

Ava Archibald Principal at Eide Bailly LLP

Professions & Specialties

FiduciaryParalegalLawyerTrust Law AttorneySenior ParalegalModeratorAdvisorPresenterSchool PrincipalSchool AdministratorEducational Manager

Experience & Education

Position:
Principal - Trust, Estate and Wealth Transition Services at Eide Bailly LLP
Title:
Principal at Eide Bailly LLP
Location:
Fargo, North Dakota Area
Industry:
Accounting
Work history:
Eide Bailly LLP - Fargo, NDPrincipal - Trust, Estate and Wealth Transition Servicessince May 2006Ohnstad Twichell, PC - Fargo, NDSenior ParalegalOct 2000 - Apr 2006
Skills:
Estate Planning, Taxation of Trusts, Estate and Gift Tax
Certifications:
IRS Enrolled Agent

Roger Heger Grand Forks, ND

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyColonelBookkeeperCertified Public AccountantAccounting Bookkeeper

Experience & Education

Position:
Fiduciary Trust Officer at Department of the Interior, CPA at DOI/Office of the Special Trustee,...
Title:
Fiduciary Trust Officer at Department of the Interior
Location:
Grand Forks, North Dakota Area
Industry:
Accounting
Work history:
Department of the Interior Fiduciary Trust OfficerDOI/Office of the Special Trustee CPAsince 1998

Kayla Werk Fargo, ND

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyBookkeeperFinance and Accounting SpecialistAccounting Bookkeeper

Experience & Education

Position:
Senior Trust and Fiduciary Specialist at Wells Fargo
Title:
Trust and Fiduciary Specialist at Wells Fargo
Location:
Fargo, North Dakota Area
Industry:
Financial Services
Work history:
Wells Fargo - 406 Main Ave, Fargo, ND 58126Senior Trust and Fiduciary Specialistsince Mar 1993

Kathryn Lill Fargo, ND

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyMarketing ManagerProduct Specialist

Experience & Education

Position:
Fiduciary Product Specialist at Alerus Financial
Location:
Fargo, North Dakota Area
Industry:
Banking
Work history:
Alerus Financial Fiduciary Product Specialistsince Aug 1992
Skills:
Estate Administration, Wealth Management, Commercial Banking, Portfolio Management, Banking

Megan Strand Fargo, ND

Professions & Specialties

LawyerTrust Law AttorneyFiduciaryHealth PractitionerManagersHealth ProfessionalSupervisorPatient Support RepresentativePatient Navigation CoordinatorHospital Care ProfessionalHealthcare Support

Experience & Education

Position:
Care Coordinator at Guardian, Fiduciary, and Advocacy Services
Location:
Fargo, North Dakota Area
Industry:
Hospital & Health Care
Work history:
Guardian, Fiduciary, and Advocacy Services Care Coordinatorsince Sep 2012Friendship Inc. SupervisorAug 2010 - Sep 2012

Kayla Werk Fargo, ND

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyBookkeeperFinance and Accounting SpecialistAccounting Bookkeeper

Experience & Education

Position:
Senior Trust and Fiduciary Specialist at Wells Fargo
Title:
Trust and Fiduciary Specialist at Wells Fargo
Location:
Fargo, North Dakota Area
Industry:
Financial Services
Work history:
Wells Fargo - 406 Main Ave, Fargo, ND 58126Senior Trust and Fiduciary Specialistsince Mar 1993
Skills:
Credit

Kathryn Lill Grand Forks, ND

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyMarketing ManagerProduct Specialist

Experience & Education

Title:
Fiduciary Product Specialist at Alerus Financial
Location:
Grand Forks, North Dakota Area
Industry:
Banking

Katherine Ebenhahn Grand Forks, ND

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyMarketing ManagerProduct Specialist

Experience & Education

Title:
Fiduciary Product Specialist at Alerus Financial
Location:
Grand Forks, North Dakota Area
Industry:
Banking

Katherine Lill Grand Forks, ND

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyMarketing ManagerProduct Specialist

Experience & Education

Title:
Fiduciary Product Specialist at Alerus Financial
Location:
Grand Forks, North Dakota Area
Industry:
Banking

Julie Klawiter Fargo, ND

Julie Klawiter Agent at Warner and Company Insurance

Professions & Specialties

Trust Law AttorneyLawyerSales RepresentativeAgentBachelor of Arts

Experience & Education

Position:
Agent at Warner and Company Insurance
Location:
Fargo, North Dakota Area
Industry:
Insurance
Work history:
Warner and Company Insurance Agentsince Aug 2005
Fiduciary News

Becky Walen Fargo, ND

Becky Walen Trust | Custody | Investment Management | Institutional Services | U.S. Bank

Professions & Specialties

LawyerTrust Law AttorneyAccounting BookkeeperFinance and Accounting SpecialistBookkeeperInvestment AnalystCustomer ServicePuchasing and Estimating ManagerClient Service OfficerPortfolio ManagerSales RepresentativeAccount Service ManagerFinancial ManagerVice PresidentRelationship ManagerAssistant Vice PresidentAgentChief ExecutiveAdvisorPsychology SpecialistFinancial AnalystSales AgentOperations Manager

Experience & Education

Position:
Vice President, Relationship Manager at U.S. Bank Institutional Trust & Custody
Title:
Trust | Custody | Investment Management | Institutional Services | U.S. Bank
Location:
Fargo, North Dakota Area
Industry:
Financial Services
Work history:
U.S. Bank Institutional Trust & Custody - Fargo, North Dakota AreaVice President, Relationship Managersince Jul 2011U.S. Bank Wealth Management - Fargo, North Dakota AreaInvestment Portfolio Manager, Assistant Vice PresidentMar 2005 - Jul 2011
Skills:
Trust, Custody, Insurance, Risk Management, Portfolio Analytics, Asset Allocation, Securities...
Certifications:
Chartered Mutual Fund Counselor, College for Financial Planning
Professional Trust and Fiduciary Services

Colette Wolf Bismarck, ND

Colette Wolf Land Grant Programs, Agroecology Extension Educator at United Tribes Technical College

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyChief ExecutiveInstructorOwnerEducatorEducation ProfessionalPsychologistBachelor of SciencePsychology SpecialistTechnical Support SpecialistsGovernment Administration ProfessionalCommunity Service ManagerConstructionOffice ClerkClerical SpecialistTechnical Specialist

Experience & Education

Position:
Land Grant Programs, Agroecology Extension Educator at United Tribes Technical College
Location:
Bismarck, North Dakota Area
Industry:
Education Management
Work history:
United Tribes Technical College - Bismarck, North Dakota AreaLand Grant Programs, Agroecology Extension Educatorsince Oct 2011Sustainable Landscape Services - Livingston, MontanaOwner2002 - 2011
Skills:
Sustainability, Grant Writing, Horticulture, Landscape Design, Garden, Grants, Science, Adult...

Greg Soleim Grand Forks, ND

Greg Soleim Chief Financial Officer at EAPC Architects Engineers

Professions & Specialties

Accounting BookkeeperBookkeeperControllerFinance and Accounting SpecialistFinancial OfficerFinancial ManagerFinancial Director

Experience & Education

Position:
Chief Financial Officer at EAPC Architects Engineers
Location:
Grand Forks, North Dakota Area
Industry:
Architecture & Planning
Work history:
EAPC Architects Engineers Chief Financial Officersince Oct 2007LM Glasfiber Finance ControllerMay 2000 - Oct 2007
partnership and fiduciary income tax returns

Jay Schmallen Fargo, ND

Jay Schmallen Lower Labor Costs, Win Jobs, Stay Compliant on Government Jobs

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyManagement AnalystAnalystsCompliance OfficerManagement ConsultantField RepresentativeAccounting BookkeeperFinance and Accounting SpecialistField Marketing SpecialistMarketing AdministratorEducational ManagerBranch ManagerSchool AdministratorSales RepresentativeBookkeeperAssistant Vice PresidentAdvisorCounselorSenior AdvisorChief Research OfficerChairpersonMarketing ManagerChief ExecutiveVice President

Experience & Education

Position:
Field Representative at The Contractors Plan, Lower Labor Costs, Win Jobs, Stay Compliant on...
Title:
Lower Labor Costs, Win Jobs, Stay Compliant on Government Jobs
Location:
Fargo, North Dakota Area
Industry:
Investment Management
Work history:
The Contractors Plan Field Representativesince Feb 2010Merit Benefit Consultants, LLC Lower Labor Costs, Win Jobs, Stay Compliant on Government Jobs and Maximize Contributions to Ownerssince Feb 2010

Jay Olson Fargo, ND

Professions & Specialties

Services ProfessionalSales SupportSales and Service SpecialistSales AgentSales RepresentativeBookkeeperAccounting BookkeeperOffice AssistantChief ExecutiveVice PresidentOffice ClerkClerical SpecialistFinance and Accounting SpecialistIT Specialist

Experience & Education

Position:
VP, Wealth Management Division, Office Manager at Bank of the West
Location:
Fargo, North Dakota Area
Industry:
Financial Services
Work history:
Bank of the West VP, Wealth Management Division, Office Managersince Aug 2010FolioDynamix Vice President, Business DevelopmentAug 2008 - Jan 2010
Skills:
Wealth Management, Portfolio Management, Accounting, Financial Planning, Sales Management
Professional Trust and Fiduciary Services

David Unkenholz Watford Cty, ND

David Unkenholz Vice President / Senior Trust Officer with First International Bank & Trust, Watford City, ND

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyBookkeeperAccounting BookkeeperVice PresidentChief ExecutiveFinance and Accounting SpecialistManagersArea ManagerEducational ManagerSchool AdministratorOperations ManagerRegion ManagerMarket ManagerFounderManagement Team ExecutiveMarketing ManagerFounding Member

Experience & Education

Position:
Vice President/Senior Trust Officer at First International Bank & Trust, Watford City, ND
Title:
Vice President / Senior Trust Officer with First International Bank & Trust, Watford City, ND
Location:
Watford City, North Dakota
Industry:
Financial Services
Work history:
First International Bank & Trust, Watford City, ND Vice President/Senior Trust Officersince Oct 2011David R. Unkenholz Candidate for Investment Mgmt & Trust or Financial Services positionsJan 2011 - Oct 2011

Jay Olson Fargo, ND

Jay Olson VP, Wealth Management Division, Office Manager at Bank of the West

Professions & Specialties

Services ProfessionalSales SupportSales and Service SpecialistSales AgentSales RepresentativeBookkeeperAccounting BookkeeperOffice AssistantChief ExecutiveVice PresidentOffice ClerkClerical SpecialistFinance and Accounting SpecialistIT Specialist

Experience & Education

Position:
VP, Wealth Management Division, Office Manager at Bank of the West
Location:
Fargo, North Dakota Area
Industry:
Financial Services
Work history:
Bank of the West VP, Wealth Management Division, Office Managersince Aug 2010FolioDynamix Vice President, Business DevelopmentAug 2008 - Jan 2010
Professional Trust and Fiduciary Services

Theresa Hall Bismarck, ND

Professions & Specialties

Trust Law AttorneyLawyerAccounting BookkeeperBookkeeperDivisional Vice PresidentChief ExecutiveEducational ManagerFinance and Accounting SpecialistFinancial Services ProfessionalSchool AdministratorFinancial Services Sales AgentFinancial ConsultantSchool PrincipalPsychologistPsychology SpecialistCorporate ExecutiveOperations ManagerFinancial ManagerPuchasing and Estimating Manager

Experience & Education

Position:
Financial Advisor-Registered Principal at Eide Bailly Financial Svc
Title:
Financial Advisor at Eide Bailly Financial Svc
Location:
Bismarck, North Dakota Area
Industry:
Financial Services
Work history:
Eide Bailly Financial Svc - BismarckFinancial Advisor-Registered Principalsince 2002AXA Advisors LLC Divisional Vice President1997 - 2002
The Investment Fiduciary standard of care applies to advisory ser..

Wendy Devier Fargo, ND

Professions & Specialties

FiduciaryNotaryLawyerNotary PublicTrust Law AttorneyBookkeeperSecurityFinance and Accounting SpecialistAccounting BookkeeperVice PresidentAssistant Vice PresidentChief ExecutiveFinancial Services ProfessionalFinancial ConsultantFinancial Services Sales AgentCustomer ServiceClient Service OfficerStudent WorkerBachelor of ScienceCompensations and BenefitsOffice AssistantBenefits ManagerBusiness AdministratorApprenticeOffice ClerkClerical Specialist

Experience & Education

Position:
AVP, Trust Officer at Bank of the West, Assistant Vice President, Trust Officer at Bank of the West
Location:
Fargo, North Dakota Area
Industry:
Financial Services
Work history:
Bank of the West AVP, Trust Officersince Aug 2005Bank of the West Assistant Vice President, Trust Officersince Aug 2005
Skills:
accounts receivable, assets recovery, backup, balance, benefits administration, billing, closing,...

Michelle Feland Fargo, ND

Michelle Feland Experienced Financial Advisor and Branch Manager of Fargo Raymond James office

Professions & Specialties

LawyerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMarketing ManagerMarketing AdministratorFinancial ConsultantField Marketing SpecialistFinancial Services ProfessionalFinancial Services Sales AgentBranch ManagerPhysical Education ProfessorsAdvisor

Experience & Education

Position:
Financial Advisor, RJFS at Raymond James Financial Services, Inc.
Title:
Experienced Financial Advisor and Branch Manager of Fargo Raymond James office
Location:
Fargo, North Dakota Area
Industry:
Financial Services
Work history:
Raymond James Financial Services, Inc. - Fargo, North Dakota AreaFinancial Advisor, RJFSsince 1995
Certifications:
Investment Management Consultant, Raymond James Institute of Investment Management Consulting
Accredited Investment Fiduciary Auditor, Center for Fiduciary Studies in Association with the University of Pittsbugh Joseph M. Katz Graduate of Business