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Nerre Shuriah Phones & Addresses

  • 2213 Kira Ln, Raleigh, NC 27614
  • 5160 SW 21St St, Ft Lauderdale, FL 33317 (954) 587-0739
  • Fort Lauderdale, FL
  • Encino, CA
  • Northridge, CA
  • Watertown, MA
  • Boston, MA
  • Los Angeles, CA
  • 5160 Sw 21St St, Plantation, FL 33317 (954) 914-5465

Work

Company: First citizens bank Jan 2017 Position: Svp, director of wealth planning

Education

Degree: Masters, Master of Laws School / High School: Boston University 1996 to 1998

Skills

Retirement Planning • Wealth Management • High Net Worth Individuals • Wealth • Financial Planning • Investments • Finance • Estate Planning • Management • Fixed Annuities • Retirement • Life Insurance • Wealth Management Services • Strategic Financial Planning • Financial Services • Alternative Investments • Estate Tax Planning • Trusts • Mutual Funds • Cash Flow Forecasting • Charitable Gift Planning • Succession Planning • Income Tax • Series 7 • Income Tax Planning • Business Succession Planning

Ranks

Certificate: Accredited Domestic Partnership Advisor (Link)

Interests

Social Services • Children

Emails

Industries

Financial Services

Professional Records

Lawyers & Attorneys

Nerre Shuriah Photo 1

Nerre Shuriah - Lawyer

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Licenses:
Florida - Member in Good Standing 1998
Massachusetts - Retired 1995
Education:
Boston College Law School
Degree - law
Nerre Shuriah Photo 2

Nerre Shuriah, Westlake Village CA - Lawyer

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Address:
Wells Fargo Private Bank
2829 Townsgate Rd Ste 215, Westlake Village, CA 91361
(805) 777-8361 (Office)
Licenses:
California - Active 2012
Education:
Boston Univ SOL
City University of New York, Queens College
Specialties:
Estate Planning - 100%
Nerre Shuriah Photo 3

Nerre Shuriah - Lawyer

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Specialties:
Estate Planning
Taxation
Trusts & Estates
Banking
Estate Planning
Finance and Investments
Estate Planning
ISLN:
909693594
Admitted:
1995
University:
Boston University, 1998; Queens College of the City University of New York, B.A., 1991
Law School:
Boston College, J.D., 1995
Nerre Shuriah Photo 4

Nerre Shuriah, Westlake Village CA - Lawyer

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Office:
2829 Townsgate Rd., Ste. 215, Westlake Village, CA
ISLN:
909693594
Admitted:
1995
University:
Queens College of the City University of New York, B.A.
Law School:
Boston College, J.D.

Resumes

Resumes

Nerre Shuriah Photo 5

Svp, Director Of Wealth Planning

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Location:
19654 Roscoe Blvd, Northridge, CA 91324
Industry:
Financial Services
Work:
First Citizens Bank
Svp, Director of Wealth Planning

Wells Fargo Mar 2010 - Jan 2017
Vice President, Regional Wealth Planning Manager

Transamerica 2006 - 2010
Advanced Marketing Attorney

Time Financial 2002 - 2006
Advanced Marketing Attorney

Greenberg Traurig, Llp 1999 - 2001
Tax Associate
Education:
Boston University 1996 - 1998
Masters, Master of Laws
Boston College 1991 - 1995
Doctor of Jurisprudence, Doctorates, Law
Queens College 1987 - 1991
Bachelors, Bachelor of Arts, Biology
Skills:
Retirement Planning
Wealth Management
High Net Worth Individuals
Wealth
Financial Planning
Investments
Finance
Estate Planning
Management
Fixed Annuities
Retirement
Life Insurance
Wealth Management Services
Strategic Financial Planning
Financial Services
Alternative Investments
Estate Tax Planning
Trusts
Mutual Funds
Cash Flow Forecasting
Charitable Gift Planning
Succession Planning
Income Tax
Series 7
Income Tax Planning
Business Succession Planning
Interests:
Social Services
Children
Certifications:
Accredited Domestic Partnership Advisor (Link)
Florida Bar Member (Link)
California Bar Member (Link)
Massachusetts Bar Member (Link)
American College of Financial Planning
Florida Board of Bar Examiners
The State Bar of California
Massachusetts Bar Association
Accredited Domestic Partnership Advisor
Florida Bar Member
California Bar Member
Massachusetts Bar Member
Certified Exit Planning Advisor
Nerre M Shuriah from Raleigh, NC, age ~55 Get Report