Cypress Trust Company

Description

Address: 505 Avenue A NW Suite 300, Winter Haven, FL 33881 Hours: Closed ⋅ Opens 8:30AM Mon SundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (561) 820-2937Place name: Category: Website: : : : : : : Website: https://www.cypresstrust.com/ Category: Investment company Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Cypress Trust Company Posting publicly on the Web Write a review Reviews Be the first to review From Cypress Trust Company Unable to add this file. Please check that it is a valid photo. "MANAGING ASSETS AND PRESERVING LEGACIES. Cypress Trust Company is an Independent and Florida based boutique corporate fiduciary since 1996, forges honest and open relationships. WE focus exclusively on providing customized Trust and Investment...More "MANAGING ASSETS AND PRESERVING LEGACIES. Cypress Trust Company is an Independent and Florida based boutique corporate fiduciary since 1996, forges honest and open relationships. WE focus exclusively on providing customized Trust and Investment strategies, serve as a Corporate Trustee, Personal Representative or an agent during Estate Settlement, and as an administrative trustee for clients already committed to an Investment plan - right here in Winter Haven." Latest PostsPosts from Cypress Trust Company View previous posts on Google

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Cypress Trust Company Employees

Employee
Years
Job
Industry
Krista Kuntz Krista Kuntz Elon, North Carolina Details
Krista Kuntz's Cypress Trust Company Experience June 2012 - August 2013
Job Consolidation Services Operations Specialist at John Hancock
Industry Financial Services
Experience
John Hancock  2014 - Present
Cypress Trust Company   June 2012 - August 2013
Joseph S Sperduto, MD   July 2011 - July 2011
Medical Specialists of the Palm Beaches  July 2011 - July 2011

Skills
PowerPoint, Morningstar Direct, Bloomberg, Spanish, Microsoft Office, Word, Excel, Microsoft Excel, Microsoft Word

Education
Elon University   2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Junior

Saint Andrew's High School   2006 — 2010

Jeffrey Greer Jeffrey Greer West Palm Beach, Florida Area Details
Jeffrey Greer's Cypress Trust Company Experience April 2000 - June 2010
Job Investment Advisor at Noesis Capital Management
Industry Financial Services
Experience
Noesis Capital Management   December 2013 - Present
HighTower  June 2010 - December 2013
Cypress Trust Company   April 2000 - June 2010
MCI  May 1998 - April 2000
MCI  April 1995 - April 1998

Education
Brown University   1983 — 1986
A.B., English & American Literature

St. Andrew's School   1980 — 1982

Christopher Nuzum Christopher Nuzum Winter Haven, Florida Details
Christopher Nuzum's Cypress Trust Company Experience May 2015 - Present
Job Cypress Trust Company
Industry Investment Management
Experience
Cypress Trust Company   May 2015 - Present
Columbia Sportswear  June 2010 - Present
Fishunt Essentials, LLC   June 2014 - June 2015
Franklin Retail Solutions  September 2014 - May 2015
Columbia Sportswear  July 2009 - June 2010

Skills
Trade Shows, Apparel, Event Management, Sales, Merchandising, Sports, Retail, Customer Service, Visual Merchandising, Inventory Management, Sportswear, Marketing, Fashion

Education
Lake Region High School   1995 — 1999

University of Florida
Marketing

Jay A. Spiller Jay A. Spiller Naples, Florida Details
Jay A. Spiller's Cypress Trust Company Experience September 2013 - May 2014
Job Vice President and Wealth Management Advisor at Fifth Third Private Bank
Industry Financial Services
Experience
Fifth Third Private Bank  June 2014 - Present
Cypress Trust Company   September 2013 - May 2014
Naples, Florida  August 2010 - September 2013
Riverside National Bank of Florida  August 2003 - August 2010
National City Bank  August 2002 - August 2003
Bank of America  February 1997 - August 2002

Skills
Wealth Management, Estate Planning, Investments, Financial Services, Portfolio Management, Securities, Investment Management, Asset Management, Banking, Financial Planning, Series 7, Mutual Funds

Education
Northern Kentucky University
Bachelor of Science, Business Management

Terry Weissberg, CFA Terry Weissberg, CFA West Palm Beach, Florida Area Details
Terry Weissberg, CFA's Cypress Trust Company Experience February 2000 - March 2002
Job Director of Portfolio Design, and Senior Consultant at Investment Firm
Industry Investment Management
Experience
Investment Firm  November 2012 - Present
CFA Society of South Florida   July 2002 - July 2015
Investment Firm  June 2005 - November 2012
Allegiance Marketing Group  2003 - 2005
Cypress Trust Company   February 2000 - March 2002
Aeltus Investment Managment (ING Investment Management)   1996 - 1999
MassMutual Financial Group  1994 - 1996
Travelers Asset Management & Pension Services   1985 - 1993

Skills
Due Diligence, Client Service, Product Management, Product Marketing, Professional Witness, Series 66, Fixed Income, Compliance, Performance Measurement, GIPS Compliance

Education
Hofstra University   1981 — 1985
BBA, Finance

Natalie Scarpello Natalie Scarpello Tampa, Florida Details
Natalie Scarpello's Cypress Trust Company Experience January 2012 - April 2012
Job Web Merchandiser at Shiptronix
Industry Internet
Experience
Shiptronix   July 2014 - Present
Open Hand Atlanta  January 2014 - May 2014
Georgia Institute of Technology  2010 - 2014
Five Hour Sample, LCC   October 2012 - April 2013
Cypress Trust Company   January 2012 - April 2012

Skills
Marketing, Marketing Strategy, Microsoft Excel, PowerPoint, Inventory Management, Microsoft Office, Social Media, Facebook, Market Research, Event Planning, Data Analysis, Marketing Research, Microsoft Word, Training, Fundraising, Finance, Teamwork, Customer Service, Public Speaking, Event Management, Leadership, Time Management

Education
Georgia Institute of Technology   2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration

Jim Johannsen Jim Johannsen Naples, Florida Area Details
Jim Johannsen's Cypress Trust Company Experience January 2006 - June 2013
Job Retired…formerly Sr. Vice President, Private Wealth Advisor at FineMark National Bank & Trust
Industry Investment Management
Experience
FineMark National Bank & Trust  June 2013 - January 2015
Cypress Trust Company   January 2006 - June 2013
U.S. Trust Company   October 2002 - 2005
JPMorgan Chase  December 1999 - October 2002
JPMorgan Chase  April 1995 - December 1999

Skills
Alternative Investments, Asset Allocation, Fixed Income, Wealth Management, Investments, Investment Management

Education
Drake University Law School
Doctor of Law (JD)

University of Iowa - Henry B. Tippie College of Business
Bachelor of Business Administration (BBA), Economics

Erik Joh Erik Joh West Palm Beach, Florida Area Details
Erik Joh's Cypress Trust Company Experience October 2010 - January 2013
Job of Counsel at Hinman, Howard & Kattell, LLP
Industry Law Practice
Experience
Gertrude E. Skelly Charitable Foundation   1991 - Present
Hinman, Howard & Kattell, LLP   1970 - Present
Cypress Trust Company   October 2010 - January 2013

Skills
Succession Planning, Grants, Tax Returns, Estate Planning, Trusts, Estate Tax Planning, Mediation, Property Law, Fundraising, Estate Administration, Business Formation, Gift Tax, Policy, Elder Law, Community Outreach, Guardianship

Education
Albany Law School of Union University   1967 — 1970
JD, Law

Dartmouth College   1963 — 1967
AB, Government, history

Bernadette Djamin Bernadette Djamin West Palm Beach, Florida Area Details
Bernadette Djamin's Cypress Trust Company Experience August 2005 - August 2011
Job Trust Officer
Industry Investment Management
Experience
Cypress Trust Company   August 2005 - August 2011
Colonial Bank  January 2003 - August 2003

Education
Palm Beach Community College

Brian Fredericks Brian Fredericks Vero Beach, Florida Details
Brian Fredericks's Cypress Trust Company Experience April 2015 - Present
Job
Industry Investment Management
Experience
Cypress Trust Company   April 2015 - Present

Education
Colorado State University
Bachelor's degree