Raeneice V. Taltoan-Reed Email and Phone Number
Raeneice V. Taltoan-Reed work email
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Raeneice V. Taltoan-Reed personal email
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Raeneice V. Taltoan-Reed phone numbers
I am a Certified Financial Planner™ who transitioned into law in order to explore wealth strategies and financial compliance. My experience ranges in estate planning, regulatory compliance, employee benefit plan adherence, debt negotiation, and procurement/contract drafting and development. I have a proven track record in providing strategic advice, drafting legal documents, and managing complex financial and legal matters where I currently support clients as a solo advisor.
R. V. Taltoan, Pllc
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Principal AttorneyR. V. Taltoan, Pllc Jan 2016 - PresentServe as the principal advisor on complex estate planning, asset Draft and negotiate precise legal documents, including trust agreements and business operational agreements, ensuring high levels of accuracy and compliance.Assess and manage Mecklenburg County cases involving alleged incompetency in order to safeguard the interests of vulnerable individuals. Designed and deliver seminars on business law, focusing on compliance management, contract adherence, and leveraging negotiations.
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Associate AttorneyNational Litigation Law Group Sep 2018 - Jul 2019Enid, Oklahoma, Us• Managed credit protection litigation for a substantial client base, demonstrating strong analytical skills and problem-solving abilities relevant to legal compliance and contract issues. -
Financial Crimes Investigator - ContractorWells Fargo Feb 2016 - Mar 2016San Francisco, California, Us• Detected patterns, trends or anomalies in customer transactions across multiple business products to determine if there were any Bank Secrecy Act violations.• Analyzed investigative findings in order to make recommendations as to filing Suspicious Activity Reports. -
Document Review SpecialistVarious Legal Staffing Firms Jun 2015 - Jan 2016Assist counsel with the examination of marketing material, emails, and internal communications in order to comply with regulatory investigations.
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Business Law AttorneyShelton & Power Business And Franchise Attorneys Oct 2015 - Dec 2015Cedar Park, Texas, UsCounseled clients through the franchise purchasing process in understanding the legal documents and risk involved. Provided direction for a franchise client to sue a North Carolina business due to a breach of contract. -
Student AttorneyCharlotte School Of Law - Community And Economic Development Clinic Aug 2014 - Dec 2014Charlotte, Nc, UsProvided legal representation to non-profit organizations in order to ensure proper compliance with regulatory provisions. Counseled organizations through the process of obtaining tax-exempt status with the IRS and the appropriate licenses to solicit donations as a non-profit in North Carolina. -
Financial Products ConsultantAon Hewitt Jan 2013 - Nov 2014London, GbManaged multiple projects of corporate clients to ensure successful implementation and delivery of financial wellness initiatives (i.e. financial education seminars, educational brochures, and web information portals). Partnered with compliance officer to establish a streamline process to review and retain marketing and educational material in Microsoft SharePoint. -
Investment AdvisorAon Hewitt Jul 2011 - Jan 2013London, GbDeveloped relationships with retirement plan participants in order to perform a financial risk analysis and implement a retirement investment strategy. Delivered financial education workshops and one on one meetings to employees of corporate clients. Selected to train financial advisors and customer service representatives on retirement plan provisions and the firm’s customer relationship model.
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Broker Dealer Support ConsultantLpl Financial Jul 2009 - Aug 2011San Diego, Ca, UsCollaborated with independent advisory branch offices located within a network of Federal Credit Unions to ensure business continuity through back officer operations. Supported the annual filing process for required regulatory forms such as Form ADV with the SEC, as a subject matter expert. Served as point of contact for complex customer concerns and escalations. -
Assistant Vice President - Financial SpecialistBank Of America And Banc Of America Investments Jul 2008 - Mar 2009Charlotte, Nc, UsStrategically managed relationships with existing bank clients in order to drive new business through the introduction of suitable products (i.e.: insurance products, investment securities, deposit and lending products). Worked with the technology team to improve the referral system to ensure timely responses to banking branch referrals. -
Individual Consultant - Enhanced Retirement ServicesTiaa-Cref Mar 2006 - Jul 2008New York, Ny, UsServed as a liaison between Retirement Benefit Plan Administrators and plan representatives to ensure retirement plan provisions were properly communicated to plan participants. Assisted with the development of the disclosure process implemented for retirement plans that transitioned from annuity options to lump sum withdrawals. -
High Net Worth ConsultantThe Vanguard Group Jan 2004 - Mar 2006Valley Forge, Pa, UsProvided individualized service to the segment of clients with $250,000 or more in retirement, retail and college savings services. Served as a coach and a mentor to new hires.
Raeneice V. Taltoan-Reed Skills
Raeneice V. Taltoan-Reed Education Details
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Johnson C. Smith University - JcsuPolitical Science -
Charlotte School Of LawJuris Doctorate
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University Of North Carolina At CharlotteFinancial Planning
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High School
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High School
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Tuck Executive Education At DartmouthExecutive Business Certificate
Frequently Asked Questions about Raeneice V. Taltoan-Reed
What company does Raeneice V. Taltoan-Reed work for?
Raeneice V. Taltoan-Reed works for R. V. Taltoan, Pllc
What is Raeneice V. Taltoan-Reed's role at the current company?
Raeneice V. Taltoan-Reed's current role is Certified Financial Planner™ and licensed attorney in North Carolina with over twenty years of combined experience in the financial and legal sectors, now impacting legacies and managing corporate risks..
What is Raeneice V. Taltoan-Reed's email address?
Raeneice V. Taltoan-Reed's email address is ms****@****hoo.com
What is Raeneice V. Taltoan-Reed's direct phone number?
Raeneice V. Taltoan-Reed's direct phone number is +171751*****
What schools did Raeneice V. Taltoan-Reed attend?
Raeneice V. Taltoan-Reed attended Johnson C. Smith University - Jcsu, Charlotte School Of Law, University Of North Carolina At Charlotte, High School, High School, Tuck Executive Education At Dartmouth.
What are some of Raeneice V. Taltoan-Reed's interests?
Raeneice V. Taltoan-Reed has interest in Education, Economic Empowerment.
What skills is Raeneice V. Taltoan-Reed known for?
Raeneice V. Taltoan-Reed has skills like Leadership, Estate Planning, Series 63, Financial Advisory, Alternative Investments, Banking, Financial Planners, Fixed Annuities, Pensions, Fixed Income, Bonds, Insurance.
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