Board Chair@ Heritage Trust Company of New Mexico
Taos, New Mexico, United States
Fred E. Winter
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Columbia Business School
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Tell me more about Fred E. Winter?
FlashIntel GPTFred E. Winter is a highly experienced professional with over 50 years of work experience in various financial roles. He has a strong background in CPA, accounting, corporate tax, and financial reporting. Fred has held positions such as Board Chair & Chief Innovation Officer at Heritage Trust Company of New Mexico and President at the New Mexico Society of CPAs. He is known for his expertise in retirement planning, investments, and mergers and acquisitions. Fred is a highly skilled public speaker and has a proven track record in strategic financial planning and estate planning.
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Emails and Phone Numbers
About
Awarded ACIPA Personal Financial Specialist (PFS) designation
Work Experience
Board Chair
Board Chair
Board Chair | Chief Innovation Officer
President
Financial Services
Fred E. Winter's Professional Milestones
- Board Chair | Chief Innovation Officer (2020-10-01~): Leading the company through the execution of innovative practices and fostering a culture of continuous learning.
- Board Chair (2020-10-01~): Streamlined financial processes and increased transparency, enhancing decision-making and improving organizational efficiency.
Education
Finance And Accounting,
Mba
1971-1973Skill
Cpa
Accounting
Corporate Tax
Tax
Financial Reporting
Retirement Planning
Investments
Mergers
Strategic Financial Planning
Estate Planning
Investment Advisory
Securities
Mergers And Acquisitions
Small Business
Wealth Management
Retirement
Alternative Investments
High Net Worth Individuals
Due Diligence
Portfolio Management
Wealth
Finance
Financial Planning
Strategic Planning
Public Speaking
Certification
Colleagues
Amy Sievers
Team Coordinator
HTrust Manager
heritage trust company of new mexico
Daniel T. Montoya
former president & ceo at heritage trust company of new mexico
Daniel T. Montoya
President | Chief Executive Officer
Amy Murray
team coordinator at heritage trust company of new mexico
Other Named Fred E. Winter
Frequently asked questions
We found 2 Fred E. Winter's email addresses
We found 2 Fred E. Winter's phone numbers
Fred E. Winter's social media include: Linkedin,
Fred E. Winter works for Heritage Trust Company of New Mexico
Fred E. Winter's role in Heritage Trust Company of New Mexico is Board Chair
Fred E. Winter works in the industry of Financial Services
Fred E. Winter's colleagues are Amy Sievers,HTrust Manager,Daniel T. Montoya
Fred E. Winter's latest job experience is Board Chair at Heritage Trust Company of New Mexico
Fred E. Winter's latest education in Columbia Business School
