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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

Defense AttorneyJudgeLawyerTrust Law AttorneyCriminal Defense LawyerFiduciary

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

Defense AttorneyLawyerTrust Law AttorneyCriminal Defense LawyerFiduciary

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

FiduciaryLawyerTrust Law AttorneyBachelor of ScienceJuris DoctorTeam MemberAdvisorSupporting MemberSecurity

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

FiduciaryLawyerTrust Law AttorneyCertified Professional CoderIndependent AnalystAnalystsSecretaryBookkeeperAnalystAccounting BookkeeperChief ExecutiveChairpersonCertified Public AccountantFinance and Accounting SpecialistContractorOperations ManagerIndependent Business Owners

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 ExecutiveAdvisorChief ExecutiveCounselorFounding MemberFounderChief Executive OfficerFinancial Services Sales AgentCompensations and BenefitsAccounting BookkeeperFinancial Services ProfessionalFinance and Accounting SpecialistBookkeeperBusiness AdministratorOwnerPartnerOperations ManagerConstructionCustomer ServiceBachelor of Science

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

FiduciaryTrust Law AttorneyLawyerLaw SpecialistAnalystsDirectorOperations ManagerManagersReal Estate ManagerLicensed Real Estate BrokerProperty ManagerBilling SupervisorAnalyst

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

FiduciaryLawyerTrust Law AttorneyNurseCertified Nurse AideNurse PractitionerPersonnel SpecialistRecruitmentAuditorPersonnel OfficerBudget OfficerManaging PartnerOwnerChief ExecutivePartnerTax AccountantTax PreparerFinancial Compliance Examiner

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

FiduciaryLawyerTrust Law AttorneyAccounting BookkeeperBookkeeperFinance and Accounting SpecialistManagerVice PresidentChief ExecutiveOperations Manager

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

FiduciaryLawyerTrust Law AttorneyChief ExecutiveVice President

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

FiduciaryLawyerTrust Law AttorneyChief ExecutiveVice President

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

FiduciaryLawyerTrust Law AttorneyReal Estate ManagerLicensed Real Estate BrokerProperty 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 AttorneyPartnerChief ExecutiveAccount ManagerTax AccountantCorporate Tax PreparerTax PreparerChief AccountantAnalystsBachelor of ScienceBusiness AdministratorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations Manager

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

FiduciaryLawyerTrust Law AttorneyAdvisorChief ExecutiveChairpersonFinancial Services ProfessionalFinancial Services Sales AgentBookkeeperBachelors DegreeHigh School DiplomaFinance and Accounting SpecialistAccounting Bookkeeper

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

Organization ManagementOperations ManagerChief ExecutiveCorporate ExecutiveChief Executive Officer

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 AttorneyLawyerChief ExecutiveVice PresidentBachelor 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 AttorneyReal Estate ManagerLicensed Real Estate BrokerProperty ManagerChief ExecutiveVice PresidentFinancial Services ProfessionalBankerFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperProgrammerBusiness AdministratorClerkOperations ManagerAdministrative ClerkClerical SpecialistAnalystsComputer Programmer

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

BookkeeperAccounting BookkeeperFinance and Accounting SpecialistCertified Public Accountant

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

LawyerTrust Law AttorneyAnalystSenior AdvisorContractorIndependent ContractorAdvisorAnalystsIndependent Business OwnersFinancial AnalystFinance and Accounting SpecialistBookkeeperAccounting BookkeeperCustomer ServiceSales ManagerChief ExecutiveClient Service OfficerOperations ManagerReal Estate ManagerLicensed Real Estate BrokerProperty ManagerMaster of Business AdministrationBachelor of Science

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 AttorneyLawyerChief ExecutiveManagement AnalystsChief Investment OfficerVice PresidentInvestment AnalystPuchasing and Estimating ManagerPortfolio ManagerChairpersonAssistant Vice PresidentFinancial 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

LawyerTrust Law AttorneyGeneral CounselFiduciaryJuristLegal CounselOf CounselJuris DoctorConstructionManagers

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 AttorneyBusiness AnalystAnalystOperations ManagerAnalystsDepartment SupervisorDivision ManagerManagerGovernment Administration OfficerCivil ServantPuchasing and Estimating ManagerGovernment Service ExecutiveInvestment AnalystFinance and Accounting SpecialistBusiness AdministratorConstructionFinancial ManagerAccounting BookkeeperBookkeeper

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

FiduciaryLawyerTrust Law AttorneyBookkeeperRepresentativeAccounting BookkeeperFinance and Accounting SpecialistProperty ManagerReal Estate ManagerLoan OfficersOperations ManagerManagerBachelors Degree

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 AttorneyLawyerChief ExecutiveOperations ManagerManagerVice PresidentBachelor 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 AttorneyLawyerAccounting BookkeeperBookkeeperFinance and Accounting SpecialistVice PresidentChairpersonChief Executive

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 AttorneyLawyerFinance and Accounting SpecialistBookkeeperOperations ManagerAccounting BookkeeperChief ExecutiveChairpersonSenior Vice PresidentManagerVice President

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

LawyerPartnerChief ExecutiveManaging PartnerBookkeeperCertified Public AccountantAccounting Bookkeeper

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

LawyerChief ExecutiveOperations ManagerVice PresidentOperations Officer

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