Cypress Trust Company
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 "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
Cypress Trust Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Cypress Trust Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Cypress Trust Company Employees
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
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
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
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
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
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
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
Cypress Trust Company August 2005 - August 2011
Colonial Bank January 2003 - August 2003
Education
Palm Beach Community College
Cypress Trust Company April 2015 - Present
Education
Colorado State University
Bachelor's degree