Edward K Staples has been working as a Vice President & Trust Officer in Van Liew Trust Company since 2006. Additionally, Edward K Staples has an employment history at more than eight companies in the relevant field. Edward has a total work experience of 29+ years. Edward K Staples studied at the Northwestern University from 1987 to 1989. This expert learned English. This person has the following certificates: Aba National Graduate Trust School. Today Edward K Staples lives in Atlanta, Georgia region. Find this expert's current email address and number with SoftwareOfficial search.
Name variants:
Ed Staples,
Eddie Staples,
Eddy Staples,
Ned Staples,
Ted Staples,
Teddy Staples,
Neil Staples,
Tad Staples
Last updated May 10, 2024
Contact Information
Last Update
Jun 30, 2022
Email
es**@vanliewtrust.com
Location
Atlanta, GA
Company
Workplace
Colleagues
Work History
Vice President & Trust Officer
Personalized portfolio development and management matching your chosen financial goals and current tax picture. Broad range of corporate trust, investment management, estate and retirement s...
from Jan 2006
Vice President/Relationship Manager
Vice President and trust officer overseeing management of $400M book for a variety of client services in both the US and abroad. Continual communication with legal community and tax advisors...
Jun 2003 — Jan 2006
Vice President & Trust Officer
Vice President - revocable and irrevocable trust specialist. Responsible for large book of interelated, long-term relationship accounts. Active with private banking specialists to encourage ...
Jan 1998 — Dec 2003
Vice President
Trust Officer responsible for diverse relationships in both the personal and charitable disciplines.
Jan 1991 — Dec 1998
Conference Sales Manager
Executive level function planning, including room bookings, function space and banquet interface - Waldorf-Astoria Hotel.
1984 — 1986
Education
1987 — 1989
1973 — 1977
Occupations
Executive
Vice President
Chief Executive
Skills
Estate Planning
Investments
Wealth Management
Portfolio Management
Trusts
Financial Services
Strategic Financial Planning
Finance
Management
High Net Worth Individuals
Retirement
Investment Strategies
Retirement Planning
Public Speaking
Wealth
Banking
Asset Management
Wealth Management Services
Fundraising
Financial Advisory
Mutual Funds
Investment Advisory
Trust Management
Financial Planning
Asset Allocation
Iras
Private Banking
Securities
401K
Charities
Tax
Planned Giving
Equities
Administration
Fiduciary
Ira's
Probate
Holistic Health
French
FAQs about Edward K Staples
What's the main profession of Edward K Staples?
Edward is a Vice President and Trust Officer.
What jobs is Edward K Staples a professional at?
Edward is proficient at Executive and Vice President jobs.
Where does Edward K Staples live?
Atlanta, Georgia is the place where Edward K Staples currently lives
What is Edward's email?
Edward K Staples's email is es**@vanliewtrust.com.
Where did Edward K Staples work?
Edward K Staples worked at Van Liew Trust Company, The Art Connection - RI.
Does Edward K Staples have personal webpage or blog?
The professional`s website is http://www.vanliewtrust.com and http://www.referralkey.com/TedStaplesvanliewtrust13.
Where has Edward K Staples studied?
Edward studied at the Northwestern University from 1987 to 1989.
What are the certifications of Edward K Staples?
Edward received the following certifications: Aba National Graduate Trust School.