Experience

Fulton Private Bank

• United States
• Financial Services
• 1 - 100 Employee

• Chief Fiduciary Officer

  • Aug 2012 - Present

  Serve as Chief Fiduciary Officer. Responsible for managing the fiduciary business, client servicing, and financial planning aspects of Fulton Private Bank. Serve as Chief Fiduciary Officer. Responsible for managing the fiduciary business, client servicing, and financial planning aspects of Fulton Private Bank.



Fulton Bank

• United States
• Banking
• 700 & Above Employee

• Wealth Planner

  • Nov 2005 - Aug 2012

  Served as a technical, marketing and developmental resource in matters of estate and financial planning, for prospects and high net worth client relationships. Managed an account base consisting of large, complex, and sensitive fiduciary client relationships. Served as a technical, marketing and developmental resource in matters of estate and financial planning, for prospects and high net worth client relationships. Managed an account base consisting of large, complex, and sensitive fiduciary client relationships.



Nikolaus & Hohenadel, LLP

• Lancaster, PA

• Attorney

  • Mar 2000 - Nov 2005

  Law practice concentrating on transactional matters, including estate planning, business law, tax matters, real estate, estate administration, charitable and elder law. Began time at James Clark & Associates later merging into Nikolaus & Hohenadel, LLP. Law practice concentrating on transactional matters, including estate planning, business law, tax matters, real estate, estate administration, charitable and elder law. Began time at James Clark & Associates later merging into Nikolaus & Hohenadel, LLP.