![Felicia A. Garant](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Felicia A. Garant
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Profil
Ms. Felicia A.
Garant is an Assistant Vice President at Spinnaker Trust.
She works with clients on all aspects of trust, IRA and custody administration and income tax issues.
She has over 20 years experience in trust and estate administration and taxation including many years at Pierce Atwood as a Trusts and Estates Paralegal.
She has taught college-level paralegal courses and professional seminars in estate and trust administration.
Ms. Garant previously served two terms on the NALA Board of Directors and served several terms as President of the Maine State Association of Legal Assistants.
In November, 2008, Felicia was selected by the U.S.
Treasury Department to serve a three year term as a member of the national Taxpayer Advocacy Panel, a 101 member Federal Advisory Committee of taxpayer volunteers who work to improve IRS services.
She is a former Council member and Treasurer of Woodfords Congregational Church, and in early 2010, she was appointed to the Finance Committee of the Alzheimer's Association, Maine Chapter.
Other professional memberships include the World Affairs Council of Maine and the Maine Estate Planning Council.
A Maine native, Felicia recently moved to Falmouth after living for a number of years in Cumberland.
Ms. Garant ia a graduate of Bates College, earned her Master's of Science in Business at Husson College and was elected to Sigma Beta Delta, an international honor society for business, management and administration.
In 2005, she completed Cannon Financial Institute's Trust Tax School, earning a certificate in fiduciary taxation.
She also actively maintains the Certified Legal Assistant (CLA) designation she earned through the National Association of Legal Assistants (NALA) in 1989.
In 2009 she earned the Certified Trust and Financial Advisor (CTFA) certification through the Institute of Certified Bankers.
Ehemalige bekannte Positionen von Felicia A. Garant
Unternehmen | Position | Ende |
---|---|---|
Spinnaker Trust (Old)
![]() Spinnaker Trust (Old) Investment ManagersFinance Spinnaker Trust is an investment advisor located in Portland, Maine. | Corporate Officer/Principal | 31.08.2012 |
Spinnaker Trust
![]() Spinnaker Trust Investment ManagersFinance Spinnaker Trust is a trust management firm headquartered in Portland, Maine. The firm was founded in 1970 and formerly known as Ram Trust Services, Inc. Spinnaker Trust offers multiple strategies ranging from broadly based, diversified portfolios built with low-cost Exchange Traded Funds (ETFs) to single stock and bond portfolios, to alternative assets managed both by Spinnaker Trust and third party managers selected and monitored by them. | Corporate Officer/Principal | - |
Pierce Atwood LLP
![]() Pierce Atwood LLP Miscellaneous Commercial ServicesCommercial Services Pierce Atwood LLP provide exceptional service and value to their clients, they range from regional and local enterprises, utilities, financiers, middle-market companies, entrepreneurs and individuals to Fortune 500 companies, multinational corporations, and state and foreign governments. | Corporate Officer/Principal | - |
Ausbildung von Felicia A. Garant
Bates College | Undergraduate Degree |
Husson University | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 3 |
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Spinnaker Trust (Old)
![]() Spinnaker Trust (Old) Investment ManagersFinance Spinnaker Trust is an investment advisor located in Portland, Maine. | Finance |
Pierce Atwood LLP
![]() Pierce Atwood LLP Miscellaneous Commercial ServicesCommercial Services Pierce Atwood LLP provide exceptional service and value to their clients, they range from regional and local enterprises, utilities, financiers, middle-market companies, entrepreneurs and individuals to Fortune 500 companies, multinational corporations, and state and foreign governments. | Commercial Services |
Spinnaker Trust
![]() Spinnaker Trust Investment ManagersFinance Spinnaker Trust is a trust management firm headquartered in Portland, Maine. The firm was founded in 1970 and formerly known as Ram Trust Services, Inc. Spinnaker Trust offers multiple strategies ranging from broadly based, diversified portfolios built with low-cost Exchange Traded Funds (ETFs) to single stock and bond portfolios, to alternative assets managed both by Spinnaker Trust and third party managers selected and monitored by them. | Finance |