Peter Wayne Email and Phone Number
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A legal and business professional with over fifteen years of business development, legal, and entrepreneurial experience at a large regional law firm and two financial services companies. A driven and energetic leader with a record of success establishing personal and employer-based goals and then clearly articulating the strategy for achieving those goals in a way that is both understandable and achievable. Passionate about business development with a keen understanding of the important role that community engagement can play in securing both current and future business opportunities. A frequent author of articles and public speaker about issues facing the wealth management industry, such as how best to transition ownership of a business, tax planning, estate planning, special needs planning, and comprehensive financial planning.
The Forge Companies
View- Website:
- forgeconsulting.com
- Employees:
- 36
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Chief Revenue Officer (Cro)The Forge Companies Jul 2024 - PresentLouisville, Kentucky, United States
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General CounselForge Consulting Nov 2016 - Jul 2024Louisville, Kentucky, United States
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General CounselAdvocacy Trust Llc And Its Affiliates Nov 2016 - Jul 2024Louisville, Kentucky, United States -
Vice President, Wealth AdvisorStock Yards Bank & Trust Dec 2014 - Sep 2016Louisville, Kentucky Area• Chaired a task-force which developed and coordinated an upgrade of the wealth management department’s digital presence and physical marketing materials. The success of this effort ultimately led the executive leadership of Stock Yards Bank & Trust Company to upgrade the entire company’s overall digital presence.• Served as Chair of the Next-Generation Committee, which identified creative ways to further develop personal relationships with customers and prospects, while ensuring that available technological and digital tools provided the desired financial services.• Developed new business by authoring articles, speaking publicly on behalf of the bank and wealth management department, and coordinating community and industry specific events.• Provided the wealth management department’s clients with guidance on estate, retirement, business succession, generational wealth transfer, next-generation, financial, charitable, and special needs and elder/long term care planning matters.• Partnered with various departments and employees of the bank to help address clients’ needs and ensure that the available services were well coordinated.• Served as the administrative officer and primary contact for over 65 accounts within the wealth management department.• Coordinated the drafting and execution of estate and business succession plans for clients and prospects. -
AttorneyWyatt, Tarrant & Combs, Llp Nov 2011 - Dec 2014Louisville, Kentucky Area• Developed the firm’s “Fight Club” which was a group of firm lawyers who were passionate about bringing in new business by using creative ways to target new prospects.• Assisted firm partners with the zoning board approval process for various zoning changes, variances, and waiver requests for properties within Jefferson County.• Developed, composed, and implemented comprehensive, personalized estate, business succession, and special needs plans for clients ranging in net worth from $10,000 to $10,000,000+.• Managed, coordinated, and led a team of firm employees to administer a large mass tort settlement involving minor disabled children from around the country; ensured each settlement was approved by a court of proper jurisdiction and that each settlement protected each minor child’s needs.• Coordinated and delivered various presentations to organizations, local banks, businesses, and investment firms about issues ranging from estate planning to tax planning to government benefits planning. -
Settlement Planning ConsultantForge Consulting Mar 2009 - Nov 2011Louisville, Kentucky Area• Opened, operated, and managed the Louisville Regional Office.• Established an annual marketing strategy that included print ads and sponsorships, as well as community and industry specific events in order to develop the company’s brand and identity. • Developed financial strategies to satisfy the medical, financial, and estate planning goals of clients.• Provided counsel to severely disabled clients regarding life insurance annuities and coordinated with wealth managers and trust companies to ensure holistic planning. • Presented to both local and national law firms and attorney centric organizations on how best to address settlement related issues, such as Medicare, Medicaid & ERISA. • Provided counsel on the legal, tax and financial effects of the receipt of settlement proceeds.• Provided governments benefit verification, and preservation counsel to attorneys and clients around the country.
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AssociateThe Garretson Firm Resolution Group May 2005 - Mar 2009Cincinnati, Ohio Area• Opened, operated, and managed the Louisville Regional Office.• Helped establish Affiance Partners, LLC, a Medicare Set Aside administration company, from its origination.• Worked in coordination with fellow employees to establish the firm’s ERISA lien resolution practice.• Developed financial strategies to satisfy the medical, financial, and estate planning goals of clients.• Provided counsel to severely disabled clients regarding life insurance annuities and coordinated with wealth managers and trust companies to ensure holistic planning. • Coordinated with Brook-Hollow Financial, a Chicago-based financial firm, Prudential Life Insurance, and Allstate Life Insurance for the proper advancement of real estate tax deferred products and market strategies.• Performed real estate market research and analysis in order to develop a real estate business plan for 2007-2008.• Presented to both local and national law firms and attorney centric organizations on how best to address settlement related issues, such as Medicare, Medicaid & ERISA. • Provided counsel on the legal, tax and financial effects of the receipt of settlement proceeds.• Provided government benefits verification, and preservation counsel to attorneys and clients around the country.• Administered and established all of the firm’s Qualified Settlement Funds (“QSF”).• Prepared and filed all the 1120-SF tax forms and communicated with the IRS to resolve tax issues relating to QSFs.
Peter Wayne Skills
Peter Wayne Education Details
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Juris Doctorate -
Major In Finance And Minor In Management Information Systems
Frequently Asked Questions about Peter Wayne
What company does Peter Wayne work for?
Peter Wayne works for The Forge Companies
What is Peter Wayne's role at the current company?
Peter Wayne's current role is Chief Revenue Officer for Forge Consulting, LLC and its affiliates.
What is Peter Wayne's email address?
Peter Wayne's email address is pw****@****ust.com
What is Peter Wayne's direct phone number?
Peter Wayne's direct phone number is (502)-595*****
What schools did Peter Wayne attend?
Peter Wayne attended Northern Kentucky University—salmon P. Chase College Of Law, Miami University.
What skills is Peter Wayne known for?
Peter Wayne has skills like Estate Planning, Medicaid, Trusts, Elder Law, Personal Injury, Insurance, Medicare, Estate Tax Planning, Estate Law, Special Needs Planning, Wrongful Death, Tax.
Who are Peter Wayne's colleagues?
Peter Wayne's colleagues are R Zimm, Peter Scovill, Rsp, Tari Mcmullin, Tavian Reynolds, Brian Hinchman, Dina Nesci, Matthew Calloway.
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