Wayne Rodney Email & Phone Number

Senior Manager @ Pinion|Estate and Tax Planning Consultant @ Kennedy and Coe, LLC

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Wayne Rodney Location

Miami, FL, US

Wayne Rodney Work

2023 -now Senior Manager @ Pinion|Estate and Tax Planning Consultant @
2020 -2023 Lead Relationship Manager and Senior Trust Advisor @
2019 -2020 Specialist Tax Manager - Estates, Gift and Trust Specialty Group @
2016 -2019 Family Office Counsel @
2008 -2016 Senior Trust Advisor, Vice President @
1999 -2008 Attorney at Law @ The Collins Firm

Wayne Rodney Education

University of Maryland Francis King Carey School of Law
Juris Doctor
District of Columbia
University of Miami
Bachelor of Arts (Business Administration; International Finance and Marketing)
State Bar of Maryland

Wayne Rodney Skills

Asset Protection
Tax Planning
Succession Planning
Written Communication
Analytical Skills
Client Services
Wealth Management Services
Legal Issues
Trust Services
Wills
Personal Trust Administration
Trustee
Gifting Strategies
Estate & Gift Taxation
Inheritance Tax Planning
Estate Planning Law
Wealth Preservation
Private Wealth Management
Intergenerational Wealth Transfer
Multi-generational Planning
Business Development
Estate Administration
Writing
Trust Taxation
Fiduciary Services
Wealth Transfer
Relationship Building
Financial Services
Wealth Management
Fiduciary
Banking
Microsoft Office
Legal Advice
Legal Research
Legal Writing
Estate Planning
Revocable Trusts
Financial Planning
Leadership
Revocable Trust
Estate and Gift Taxation
Multi-generational wealth transfer
Charitable Trusts
Irrevocable Life Insurance Trusts
Estate Tax Planning
Estate Law
High Net Worth Individuals
Wealth Transfer Planning
Comprehensive Wealth Management
Wealth Preservation Strategies
Risk Management
Tax Preparation
Legal Compliance
Investments
Asset Management
Presentation Skills
SEC
Litigation
Executor
Consulting
Planning
Bar Admissions
Insurance
Windows
Location
Net
Westlaw
Miami
Business Administration
Trusts
Legal
Liability
Bench
Briefs
Travel
Insurance Planning
Security
Resume
Voir Dire
CRM
Investment Management
Curriculum Development
Aid
LexisNexis
PowerPoint
Accounting
Coral Gables
Satisfied Clients
Languages
Bloomberg
Baltimore
Sage Act
Inventory
Mclean
Casework
Microsoft Excel
New Business Development
Wordperfect
Criminal Law
VA
Residence
Research
Probation
Result Oriented
District Of Columbia
Verizon
Applications
Referral Network
Legislative Relations
Communication
Home
Federal Law
Marketing
Arguments
Tax Software
Small Business
Bar
Presentations
Computer Proficiency
Savvy
Fact
Regulations
Investment Vehicles
Art
Internships
Trust
Assemble
History
Judicial
Tax Law
Tax
Reviews
Juris
Opa
Materials
Referrals
Multi Generational Wealth Transfer
Business Planning
Civil Litigation
Judges
Interviews
Psychotherapy
Legal Matters
Interpersonal Skills
Tax Returns
Conceptual Modeling
Retirement
Employee Benefits
International Finance

Wayne Rodney Summary

Wayne Rodney, based in Miami, FL, US, is currently a Senior Manager @ Pinion|Estate and Tax Planning Consultant at Pinion. Wayne Rodney brings experience from previous roles at Northern Trust Wealth Management, Cherry Bekaert LLP, Keel Point, LLC and PNC, Wealth Management. Wayne Rodney holds a Juris Doctor @ University of Maryland Francis King Carey School of Law. With a robust skill set that includes Asset Protection, Tax Planning, Succession Planning, Written Communication, Analytical Skills and more. Wayne Rodney has 4 emails and 2 mobile phone numbers on RocketReach.