Fred Winter Email & Phone Number
Board Chair
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Fred Winter Location
- Taos, NM, US
Fred Winter Work
- Board Chair @ Heritage Trust Company of New Mexico (October 2020 - Present)
- President @ Heritage Trust Company of New Mexico (January 1994 - October 2020)
- Nominating Committee @ (January 2013 - January 2014)
- VP @ Taos Travel, Ltd (January 1980 - January 2012)
- President @ Winter Accountancy, P.C. (June 1985 - December 2008)
- Manager @ Downey & Sisneros, CPAs (January 1980 - June 1985)
- Bank holding company analyst @ (March 1973 - June 1975)
Fred Winter Education
- Columbia Business School
MBA (finance and accounting)
1971-1973 - The University of Kansas
BS (Business & French)
1967-1971 - Lawrence High School
Fred Winter Skills
- Accounting
- Alternative Investments
- Due Diligence
- Estate Planning
- Finance
- Financial Planning
- High Net Worth Individuals
- Investment Advisory
- Investments
- Mergers
- Mergers & Acquisitions
- Portfolio Management
- Public Speaking
- Retirement
- Retirement Planning
- Securities
- Small Business
- Strategic Financial Planning
- Strategic Planning
- Tax
- Wealth
- Wealth Management
- Leadership
- Strategy
- Microsoft Excel
- Risk Management
- Customer Service
- Management
- Research
- Mergers and Acquisitions
- CPA
- Corporate Tax
- Financial Reporting
Fred Winter Summary
- Fred Winter, based in Taos, NM, US, is currently a Board Chair at Heritage Trust Company of New Mexico. Fred Winter brings experience from previous roles at Heritage Trust Company of New Mexico, New Mexico Society of CPAs, Taos Travel, Ltd and Winter Accountancy, P.C.. Fred Winter holds a 1971 - 1973 MBA in finance and accounting @ Columbia Business School. With a robust skill set that includes Accounting, Alternative Investments, Due Diligence, Estate Planning, Finance and more. Fred Winter has 1 mobile phone numbers on RocketReach.
Looking for a different Fred Winter?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co