Jane Kapinas

Retiring From the Business World As of Today For A New Family Venture Experience

We found the following information about Jane Kapinas at Oaktree Advisors, where Jane has worked as a Vice President, Trust Services Representative since 2016. Jane's total work experience is over 39 years, during which time the professional had at least four jobs at different companies to develop professional skills. Jane studied at the Bucknell University. Currently, Jane lives in Bethlehem, Pennsylvania. You can contact with Jane by searching for phone number or email address or find further information by requesting access to their further details.
Name variants:
Janie Kapinas, Janey Kapinas, Jenny Kapinas, Jennie Kapinas, Jen Kapinas, Janet Kapinas, Jane Kapinas
Last updated Apr 15, 2024

Contact Information

Last Update
Jun 30, 2022
Location
Bethlehem, PA

Workplace

Oaktree Advisors
Vice President, Trust Services Representative

Bethlehem, PA

Industry

Financial Services

Work History

Vice President, Trust Services Representative

1 west Broad St SUITE 406, Bethlehem, PA 18018
Oaktree Advisors is an independent investment advisory firm providing professional financial planning and investment management services to individual clients and their families.Today's comp...
Apr 2016 — Jul 2018

Vice President and Trust Representative

1655 Valley Center Pkwy SUITE 100, Bethlehem, PA 18017
Relationship Management, Trust Administration Agent, Business Development
May 2013 — Aug 2015

Vice President and Trust Officer

500 Hills Dr SUITE 300, Bedminster, NJ 07921
Relationship Management, Trust Administration, Business Development
Apr 2009 — May 2013

Vice President and Senior Trust Officer

Relationship Management, Trust Administration, Business Development, Trust Operations
Jun 1978 — Mar 2009

Occupations

Accountant
Finance and Accounting Specialist
Executive
Vice President
Representative
Accounting Bookkeeper
Bookkeeper
Chief Executive

Skills

Relationship Management
Business Development
Banking
High Net Worth Individuals
Financial Services
Retirement Planning
Personal Trust Administration
Estate Administration
Estate Tax Planning
Wealth
Trust Services
Trusts
Private Banking
Trust Management
Estate Planning
Strategic Financial Planning

FAQs about Jane Kapinas

What's the main profession of Jane Kapinas?

The expert is a Retiring From the Business World As of Today For A New Family Venture Experience.

What jobs is Jane a professional at?

The expert is a professional such jobs as Accountant and Finance and Accounting Specialist.

Where is Jane Kapinas currently located?

Jane Kapinas is currently located in Bethlehem, Pennsylvania.

How many companies did Jane Kapinas work at?

Jane Kapinas worked at four jobs.

Where has Jane Kapinas studied?

Jane studied at the Bucknell University.

What languages does Jane Kapinas speak?

Jane Kapinas speaks English.

What is professional industry that Jane Kapinas worked in?

This person works in Financial Services industry.

Are there any professional skills Jane Kapinas has?

Jane Kapinas has skills in the following areas: Relationship Management, Business Development, Banking, High Net Worth Individuals, Financial Services, and Retirement Planning.
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