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South Dakota Fiduciarys Directory

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

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27 results found

Delia Druley Sioux Falls, SD

Delia M. Druley

Professions & Specialties

FiduciaryCriminal Defense LawyerTrust Law AttorneyLawyerDefense AttorneyJudge

Experience & Education

Office:
Johnson, Heidepriem & Abdallah, L.L.P.
101 South Main Avenue, Suite 100, Sioux Falls, SD 57104
Phone:
Specialties:
Business & Commercial Litigation, Personal Injury - Plaintiff
ISLN:
921927982
Admitted:
2011, South Dakota, 2012, U.S. District Court, District of South Dakota
Biography:
Delia Druley grew up in Doland, South Dakota. She attended college at the University of South...

Kasey Olivier Sioux Falls, SD

Kasey Olivier

Professions & Specialties

FiduciaryCriminal Defense LawyerTrust Law AttorneyLawyerDefense Attorney

Experience & Education

Office:
Johnson, Heidepriem & Abdallah, L.L.P.
101 South Main Avenue, Suite 100, Sioux Falls, SD 57104
Phone:
Specialties:
Personal Injury - Plaintiff, Complex Litigation
ISLN:
921960606
Admitted:
2013, South Dakota

James Moser Rapid City, SD

Professions & Specialties

FiduciaryTrust Law AttorneyLawyerSupporting MemberAdvisorSecurityTeam MemberBachelor of ScienceJuris Doctor

Experience & Education

Office:
Jackson Lewis P.C.
510 9Th Street, Suite 200, Rapid City, SD 57701
Phone:
ISLN:
922624353
Admitted:
2012, California, Utah. (Not admitted in South Dakota)
Biography:
James P. Moser is an Associate in the Rapid City office of Jackson Lewis P.C.

Mr. Moser ...

Irene Diamond Sioux Falls, SD

Irene Diamond President at Midwest Fiduciary Services, Inc.

Professions & Specialties

FiduciaryTrust Law AttorneyLawyerAnalystsAnalystIndependent AnalystCertified Professional CoderBookkeeperAccounting BookkeeperFinance and Accounting SpecialistCertified Public AccountantChief ExecutiveChairpersonSecretaryIndependent Business OwnersOperations ManagerContractor

Experience & Education

Position:
President, AIFA, CPA, CPC, QPA at Midwest Fiduciary Services, Inc., Independent Analyst at CEFEX
Title:
President at Midwest Fiduciary Services, Inc.
Location:
Sioux Falls, South Dakota Area
Industry:
Financial Services
Work history:
Midwest Fiduciary Services, Inc. President, AIFA, CPA, CPC, QPAsince Feb 2005CEFEX Independent Analystsince Feb 2006
Skills:
Licensed to do CEFEX Fiduciary Assessments since 2004, Pension Consultant for 21 years, Owned TPA...

Patrick Tschetter Rapid City, SD

Patrick Tschetter Founder and CEO

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyCorporate ExecutiveAdvisorCounselorChief ExecutiveChief Executive OfficerFounderFounding MemberFinance and Accounting SpecialistFinancial Services ProfessionalBookkeeperAccounting BookkeeperCompensations and BenefitsBusiness AdministratorBachelor of ScienceCustomer ServiceConstructionOperations ManagerOwnerPartnerFinancial Services Sales Agent

Experience & Education

Position:
Founder & CEO at Kameleon, Inc.
Title:
Founder and CEO
Location:
Rapid City, South Dakota Area
Industry:
Apparel & Fashion
Work history:
Kameleon, Inc. Founder & CEOsince Apr 2012Financial Concepts, Inc. - Plymouth, MinnesotaRetirement Plan ConsultantOct 2010 - Aug 2012
Languages:
Russian

Jennifer Bunkers Sioux Falls, SD

Jennifer Bunkers Attorney at Boyce, Greenfield, Pashby & Welk, LLP

Professions & Specialties

FiduciaryLaw SpecialistTrust Law AttorneyLawyerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerBilling SupervisorAnalystManagersAnalystsDirectorOperations Manager

Experience & Education

Position:
Attorney at Boyce, Greenfield, Pashby & Welk, LLP
Location:
Sioux Falls, South Dakota Area
Industry:
Law Practice
Work history:
Boyce, Greenfield, Pashby & Welk, LLP Attorneysince Jul 2006Sioux Valley Hospitals & Health System VariousMar 1999 - Jun 2006

Chuck Nelson Sioux Falls, SD

Chuck Nelson Owner, Nelson & Nelson CPAs

Professions & Specialties

FiduciaryTrust Law AttorneyLawyerPersonnel SpecialistPersonnel OfficerNurse PractitionerNurseCertified Nurse AideAuditorTax AccountantFinancial Compliance ExaminerBudget OfficerTax PreparerPartnerChief ExecutiveManaging PartnerOwnerRecruitment

Experience & Education

Position:
Managing Partner at Nelson & Nelson CPAs
Title:
Owner, Nelson & Nelson CPAs
Location:
Sioux Falls, South Dakota Area
Industry:
Accounting
Work history:
Nelson & Nelson CPAs Managing Partnersince 1983South Dakota Air National Guard Personnel Officer and Budget OfficerFeb 1980 - Apr 1995
Skills:
Tax, Accounting, Tax Preparation, Estate Planning, Financial Analysis, Payroll, S Corporations,...

Robin Aden Sioux Falls, SD

Robin Aden SVP/Wealth Management Services, First Bank & Trust

Professions & Specialties

FiduciaryTrust Law AttorneyLawyerVice PresidentManagerChief ExecutiveOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Title:
SVP/Wealth Management Services, First Bank & Trust
Location:
Sioux Falls, South Dakota Area
Industry:
Financial Services
Work history:
Wells Fargo - Sioux Falls, South Dakota AreaVice President and Regional Fiduciary ManagerAug 1994 - Mar 2013

Lisa Kirby Sioux Falls, SD

Professions & Specialties

FiduciaryTrust Law AttorneyLawyerVice PresidentChief Executive

Experience & Education

Position:
VIce President & Sr Trust & Fiduciary Specialist at Wells Fargo Private Client Services
Location:
Sioux Falls, South Dakota Area
Industry:
Banking
Work history:
Wells Fargo Private Client Services VIce President & Sr Trust & Fiduciary Specialistsince Oct 2008

Lisa Kirby Sioux Falls, SD

Professions & Specialties

FiduciaryTrust Law AttorneyLawyerVice PresidentChief Executive

Experience & Education

Position:
VIce President & Sr Trust & Fiduciary Specialist at Wells Fargo Private Client Services
Location:
Sioux Falls, South Dakota Area
Industry:
Banking
Work history:
Wells Fargo Private Client Services VIce President & Sr Trust & Fiduciary Specialistsince Oct 2008

Howard Valandra Rapid City, SD

Professions & Specialties

FiduciaryTrust Law AttorneyLawyerLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Title:
Fiduciary Trust Officer at Office of Special Trustee
Location:
Rapid City, South Dakota Area
Industry:
Real Estate

Perry Kudrna Rapid City, SD

Perry Kudrna Corporate Tax Preparer

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyChief ExecutiveCorporate Tax PreparerChief AccountantTax PreparerTax AccountantAccount ManagerPartnerBusiness AdministratorBachelor of ScienceFinance and Accounting SpecialistOperations ManagerBookkeeperAccounting BookkeeperAnalysts

Experience & Education

Position:
Accountant at Ketel Thorstenson, LLP
Title:
Corporate Tax Preparer
Location:
Rapid City, South Dakota Area
Industry:
Accounting
Work history:
Ketel Thorstenson, LLP Accountantsince Dec 1994Fordham & Fordham, PC - Hillsboro, OregonSenior AccountantNov 1990 - Aug 1994

Chad Halbur Sioux Falls, SD

Chad Halbur President of Cornerstone Private Asset Trust Company

Professions & Specialties

FiduciaryTrust Law AttorneyLawyerChairpersonChief ExecutiveAdvisorBachelors DegreeHigh School DiplomaFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Position:
President and Shareholder at Cornerstone Private Asset Trust Company, LLC
Title:
President of Cornerstone Private Asset Trust Company
Location:
Sioux Falls, South Dakota
Industry:
Investment Management
Work history:
Cornerstone Private Asset Trust Company, LLC - Sioux Falls, South DakotaPresident and Shareholdersince Apr 2004BGM Wealth Management - Bloomington, MinnesotaAssistant Investment AdvisorJan 1999 - Jan 2004

Janet Routzen Mission, SD

Professions & Specialties

Chief Executive OfficerCorporate ExecutiveChief ExecutiveOperations ManagerOrganization Management

Experience & Education

Position:
Executive Director at White Buffalo Calf Woman Society
Location:
Mission, South Dakota
Industry:
Nonprofit Organization Management
Work history:
White Buffalo Calf Woman Society Executive Directorsince Apr 2013Dakota Plains Legal Services Managing AttorneyFeb 2012 - Apr 2013
Fiduciary Trust Officer at Office of the Special T..

Amy Bozzell Sioux Falls, SD

Professions & Specialties

Trust Law AttorneyLawyerVice PresidentChief ExecutiveBachelor of Science

Experience & Education

Position:
Vice President at CitiTrust
Title:
Vice President at Citi Trust
Location:
Sioux Falls, South Dakota
Industry:
Investment Banking
Work history:
CitiTrust Vice Presidentsince 2006
Professional Trust and Fiduciary Services

Dianne Harris Sioux Falls, SD

Dianne Harris VP & Trust Officer at First Dakota National Bank

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyVice PresidentChief ExecutiveLicensed Real Estate BrokerProperty ManagerReal Estate ManagerProgrammerAccounting BookkeeperFinance and Accounting SpecialistFinancial Services Sales AgentFinancial Services ProfessionalBankerAdministrative ClerkComputer ProgrammerAnalystsClerical SpecialistBusiness AdministratorClerkOperations ManagerBookkeeper

Experience & Education

Position:
VP & Trust Officer at First Dakota National Bank
Location:
Sioux Falls, South Dakota Area
Industry:
Banking
Work history:
First Dakota National Bank VP & Trust Officersince Jun 2010Home Federal Bank VP & Trust Officer2004 - 2010

Christopher Bouwman Sioux Falls, SD

Professions & Specialties

Certified Public AccountantFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Title:
CPA l Trust Officer
Location:
Sioux Falls, South Dakota Area
Industry:
Financial Services
Skills:
Personal Trust Administration, Fiduciary, Dynasty Trusts, Investment Management

Kevin Kase Sioux Falls, SD

Professions & Specialties

Trust Law AttorneyLawyerAnalystAdvisorContractorSenior AdvisorAnalystsIndependent ContractorIndependent Business OwnersBookkeeperAccounting BookkeeperFinancial AnalystFinance and Accounting SpecialistLicensed Real Estate BrokerProperty ManagerReal Estate ManagerMaster of Business AdministrationBachelor of ScienceClient Service OfficerCustomer ServiceSales ManagerChief ExecutiveOperations Manager

Experience & Education

Position:
Business and Financial Analyst at Self-Employed
Title:
A client-orientated professional with over 15 years of professional experience in the financial services industry
Location:
Sioux Falls, South Dakota Area
Industry:
Financial Services
Work history:
Self-Employed - Sioux Falls, South Dakota AreaBusiness and Financial Analystsince May 2009Russell Investments Consulting AnalystAug 2007 - Apr 2009
fiduciary

Troy Steinbeck Sioux Falls, SD

Troy Steinbeck

Professions & Specialties

Trust Law AttorneyLawyerVice PresidentChief Investment OfficerChief ExecutiveManagement AnalystsAssistant Vice PresidentChairpersonFinancial ManagerPortfolio ManagerInvestment AnalystPuchasing and Estimating Manager

Experience & Education

Position:
Vice President - Chief Investment Officer at Dorsey & Whitney Trust Company LLC
Location:
Sioux Falls, South Dakota Area
Industry:
Investment Management
Skills:
Experience with tools necessary to research, implement, and report on investment portfolios...
..experience with a focus on trust/fiduciary accounts

Jerus Campbell Sioux Falls, SD

Jerus Campbell Sr. Trust Officer / General Counsel at Liberty National Bank - Wealth Management Division

Professions & Specialties

General CounselLegal CounselOf CounselJuristFiduciaryLawyerTrust Law AttorneyConstructionManagersJuris Doctor

Experience & Education

Position:
Sr. Trust Officer / General Counsel at Liberty National Bank - Wealth Management Division
Location:
Sioux Falls, South Dakota Area
Industry:
Banking
Work history:
Liberty National Bank - Wealth Management Division Sr. Trust Officer / General Counselsince 2003Governor's Office, State of South Dakota Chief Legal Counsel2000 - 2003

Stephen Dekker Sioux Falls, SD

Stephen Dekker Division Manager

Professions & Specialties

LawyerTrust Law AttorneyDivision ManagerDepartment SupervisorManagerOperations ManagerBusiness AnalystAnalystAnalystsGovernment Service ExecutiveInvestment AnalystCivil ServantGovernment Administration OfficerBusiness AdministratorBookkeeperAccounting BookkeeperFinance and Accounting SpecialistConstructionFinancial ManagerPuchasing and Estimating Manager

Experience & Education

Position:
Division Manager at Interstates
Title:
Division Manager
Location:
Sioux Falls, South Dakota Area
Industry:
Industrial Automation
Work history:
Interstates Division Managersince Sep 2008First Premier Bankcard Business AnalystSep 2006 - Sep 2008
..portfolios within the constraints of a fiduciary relationship

Greg Baker Francis, SD

Professions & Specialties

FiduciaryTrust Law AttorneyLawyerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperRepresentativeManagerOperations ManagerBachelors DegreeLoan OfficersProperty ManagerReal Estate Manager

Experience & Education

Position:
Insurance Specialist at Farm Credit Services of America
Location:
Pierre, South Dakota
Industry:
Financial Services
Work history:
Farm Credit Services of America - Pierre, South DakotaInsurance Specialistsince Jan 2012BankWest Inc Investment RepresentativeJul 2006 - Dec 2011

Kristi Metzger Sioux Falls, SD

Kristi Metzger Vice President and Trust Manager at Home Federal Bank

Professions & Specialties

Trust Law AttorneyLawyerVice PresidentManagerChief ExecutiveOperations ManagerBachelor of Arts

Experience & Education

Position:
Vice President and Trust Manager at Home Federal Bank (HFFC)
Title:
Vice President and Trust Manager at Home Federal Bank
Location:
Sioux Falls, South Dakota Area
Industry:
Banking
Work history:
Home Federal Bank (HFFC) Vice President and Trust Managersince Mar 2008
Certifications:
AFIM - Accredited Fiduciary Investment Manager, Cannon Financial Institute

Annie Hartmann Sioux Falls, SD

Professions & Specialties

Trust Law AttorneyLawyerChairpersonVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
President at Adler Trust Company
Location:
Sioux Falls, South Dakota Area
Industry:
Financial Services
Work history:
Adler Trust Company Presidentsince Aug 2004Citigroup Trust South Dakota Vice President and Trust OfficerMay 1999 - Aug 2004
Skills:
Personal Trust Administration, Trust Services, Estate Administration, Multi-generational Planning,...
Professional Trust and Fiduciary Services

Julie Greenfield Sioux Falls, SD

Professions & Specialties

Trust Law AttorneyLawyerChairpersonSenior Vice PresidentManagerChief ExecutiveVice PresidentOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
President at Gallardo Trust Company
Location:
Sioux Falls, South Dakota Area
Industry:
Financial Services
Work history:
Gallardo Trust Company Presidentsince Nov 2008First Bank & Trust, N.A. Senior Vice President & Trust ManagerMay 1998 - May 2007
Professional Trust and Fiduciary Services

Denise Webster Rapid City, SD

Professions & Specialties

LawyerCertified Public AccountantAccounting BookkeeperBookkeeperManaging PartnerPartnerChief Executive

Experience & Education

Position:
CPA at Ketel Thorstenson, LLP, CPA, PFS, Managing Partner at Ketel Thorstenson, LLP
Title:
CPA, PFS, Managing Partner at Ketel Thorstenson, LLP
Location:
Rapid City, South Dakota Area
Industry:
Accounting
Work history:
Ketel Thorstenson, LLP CPAKetel Thorstenson, LLP - Rapid City, South Dakota AreaCPA, PFS, Managing Partnersince 1991
Skills:
Estate and Trust Fiduciary Tax Preparation, Estate Planning, Tax Preparation, Tax Returns, CPA,...

Cherie Cerney Rapid City, SD

Professions & Specialties

LawyerOperations OfficerVice PresidentOperations ManagerChief Executive

Experience & Education

Position:
Trust Operations Officer, Vice President at Pioneer Bank & Trust
Location:
Rapid City, South Dakota Area
Industry:
Banking
Work history:
Pioneer Bank & Trust Trust Operations Officer, Vice President
Professional Trust and Fiduciary Services