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Fiduciarys in California

Fiduciarys in Berkeley, CA

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24 results found

Ann O'hara Berkeley, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Office:
Law Office of Ann E. O'Hara
3030 Ashby Ave., Ste. 107, Berkeley, CA
Specialties:
Trusts & Estates, Fiduciary Law
ISLN:
918524551
Admitted:
2006
Full Profile

Nezhia Burkes Berkeley, CA

Professions & Specialties

Fiduciary • Advocate General • Judge • Trust Law Attorney • Lawyers • Advocate • Jurist • Legal Counsel • Employment Assistant • Personnel Specialist • Employee Placement Specialist • Recruitment • Commander • Associate of Arts • Logistics Supply Chain Professional • Analysts • Independent Business Owners • Logistician • Sales Manager • Chief Executive • Councilor • Counselor Education Professor • Educational Counselor

Experience & Education

Position:
Human Resources Assistant at Dept of the Navy - NROTC
Title:
Human Resources Assistant
Location:
Berkeley, California
Industry:
Military
Work history:
Dept of the Navy - NROTC - UC BerkeleyHuman Resources Assistantsince Aug 2009US Navy Reserve - Alameda, CAPersonnel Specialist Second Class Petty OfficeAug 2003 - Sep 2010
Full Profile

Helen Cai Berkeley, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Jurist • Legal Counsel • Apprentice • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Managers • Operations Manager

Experience & Education

Position:
Recreational Operations at University of California, Fiduciary and Special Needs Intern at Merrill...
Title:
UC Berkeley undergraduate
Location:
Berkeley, California
Industry:
Financial Services
Work history:
University of California Recreational Operationssince Jan 2012Merrill Lynch Fiduciary and Special Needs Internsince Sep 2011
Languages:
Chinese (Mandarin), Spanish
Full Profile

Glenn Chen San Francisco, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analyst • Counselor • Advisor • Guide • Representative • Analysts • Tour Guide • Entertainment Professional • Entertainer • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Vice President • Chief Executive • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
Financial Services Analyst at Univeristy of California
Title:
ERSO Financial Services Analyst
Location:
San Francisco Bay Area
Industry:
Accounting
Work history:
Univeristy of California - Berkeley, CAFinancial Services Analystsince Aug 2008RBC Dain Rauscher Vice PresidentFeb 2002 - Nov 2007
Full Profile

Michele Tiernan San Francisco, CA

Professions & Specialties

Fiduciary • Notary • Trust Law Attorney • Lawyers • Manager • Operations Manager • Counselor • Advisor • Market Research Analyst

Experience & Education

Position:
CA Licensed Professional Fiduciary (#548), Mobile Notary, Trustee, Daily Money Manager for Elders...
Title:
CA Licensed Professional Fiduciary at one-elle Management Services
Location:
San Francisco Bay Area
Industry:
Accounting
Work history:
One-elle Management Services CA Licensed Professional Fiduciary (#548), Mobile Notary, Trustee, Daily Money Manager for Elderssince Jan 2001Herb Thomas Accounting consultant2009 - 2010
Languages:
French
Full Profile

Michael Choi San Francisco, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Account Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Administrative Officer • Chief Executive

Experience & Education

Position:
Account Manager at SLW Retirement Plan Advisors
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
SLW Retirement Plan Advisors - Lafayette, CAAccount Managersince Apr 2013Principal Financial Group - Emeryville, CAInternal WholesalerOct 2005 - Apr 2013
Skills:
401k, Investments, Mutual Funds, Insurance, Banking, Qualified Retirement Plans, Personal Financial ...
Languages:
Korean
Certifications:
FINRA Series 6, Financial Industry Regulatory Authority (FINRA)
FINRA Series 7, Financial Industry Regulatory Authority (FINRA)
Full Profile

Daniel Stea San Francisco, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Agent • Sales Representative • Owner • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Broker/Owner/Attorney at Stea Realty Group
Title:
Broker/Owner/Attorney, Stea Realty Group
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
Stea Realty Group - 2987 College Ave., Berkeley, CA 94705Broker/Owner/Attorneysince Apr 1997
Skills:
Short Sales, Real Estate, Sellers, Condos, Insurance
Full Profile

Singapore Resident Berkeley, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Supporting Member • Apprentice • Team Member • Student Worker

Experience & Education

Work

Company:
Fiduciary research and consulting
Asset allocation strategist
Company:
Cutler trading group - San Francisco, CA
Equity option trading associate intern
Full Profile

Jonathan Redding San Francisco, CA

Professions & Specialties

Environmental Attorney • Law Specialist • Lawyers • Trust Law Attorney • Dean • Higher Education Professional • School Administrator • Educational Manager • Representative • Leader • Managers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Team Member • Planner • Chief Executive • Community Service Manager • Community Development Planner • Land Use Planner

Experience & Education

Position:
Environmental Lawyer | Pollution Cleanup | Vineyard Development at Wendel, Rosen, Black & Dean LLP
Title:
ENVIRONMENTAL LAWYER | POLLUTION CLEAN UP | COST RECOVERY | VINEYARD DEVELOPMENT | INSURANCE | LAND USE PERMITS
Location:
San Francisco Bay Area
Industry:
Law Practice
Work history:
Wendel, Rosen, Black & Dean LLP - Oakland, CAEnvironmental Lawyer | Pollution Cleanup | Vineyard Developmentsince Aug 1999Wendel, Rosen, Black & Dean LLP - Oakland, CaliforniaEnvironmental Practice Group Leader2000 - 2007
Fiduciary Advice
Full Profile

Holly Baldwin San Francisco, CA

Professions & Specialties

Law Specialist • Lawyers • Contract Attorney • Law Clerk • Fiduciary • Document Reviewer • Judicial Law Clerk • Trust Law Attorney • Supporting Member • Independent Contractor • Volunteer Coordinator • Representative • Construction • Team Member • Contractor • Non-Profit • Chairperson • Director • Chief Executive • Operations Manager • City Manager • Civil Servant • Juris Doctor • Independent Business Owners

Experience & Education

Position:
Staff Attorney at U.S. Court of Appeals for the Ninth Circuit
Title:
Staff Attorney at Ninth Circuit Court of Appeals
Location:
San Francisco Bay Area
Industry:
Law Practice
Work history:
U.S. Court of Appeals for the Ninth Circuit - San Francisco, CAStaff Attorneysince Jun 2012Law Office of Holly M. Baldwin - Oakland, CAAttorney2011 - 2012
Full Profile

Beth Amann San Francisco, CA

Professions & Specialties

Trust Law Attorney • Lawyers • Coordinator • Administrative Associate • Event Planner • Managers • Administrative Clerk • Clerical Specialist • Chief Administrative Officer • Partner • Chief Executive • Event Manager • Organization Management • Office Clerk • Operations Manager • 3D Animator • Animator • Bachelor of Arts • Graphic Design Specialist • Graphic Designer • Design Professional • Design Expert • Construction Specialist • Construction Laborer

Experience & Education

Position:
Marketing and Admin Coordinator at MoboTap, Administrative Assistant at RightVentures
Title:
Marketing at MoboTap
Location:
San Francisco Bay Area
Industry:
Design
Work history:
MoboTap - San Francisco Bay AreaMarketing and Admin Coordinatorsince Mar 2012RightVentures - San FranciscoAdministrative Assistantsince May 2012
Skills:
Staff Scheduling, Travel Management, Office Management, Financial Accounting, Payroll Processing,...
..Manager at Rick Williams Private Fiduciary
Full Profile

Karen Nakasato San Francisco, CA

Professions & Specialties

Trust Law Attorney • Lawyers • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Apprentice • Administrative Associate • Administrative Clerk • Clerical Specialist • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Student Worker • Organization Management • Tour Guide • Advertising Professional • Advertising Sales Agent • Operations Manager • Database Administration Professional • Database Administrator

Experience & Education

Title:
CPA Candidate
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
PwC - Washington D.C. Metro AreaAssurance InternJan 2013 - Mar 2013Professional Fiduciary Services - Albany, CAAdministrative AssistantNov 2010 - Dec 2012
Full Profile

Synta Bogan San Francisco, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Financial Analyst • Chief Administrative Officer • Chief Executive • Analyst • Analysts • Operations Manager • Project Managers • Project Manager • Administrative Associate • Supporting Member • Administrative Clerk • Clerical Specialist • Team Member • Software Tester • Systems Support Analyst • Computer Specialist • Systems Support Specialist • Support Specialists

Experience & Education

Position:
Financial Analyst at UC Berkeley
Location:
San Francisco Bay Area
Industry:
Education Management
Work history:
UC Berkeley - Berkeley, CAFinancial Analystsince Jun 2012University of California - OaklandAdministrative AnalystFeb 2010 - Jun 2012
Skills:
Customer Relations, PowerPoint, Excel, Access, Accounting, Nonprofits, QuickBooks, Outlook, Event...
Full Profile

Joanne Backman San Francisco, CA

Professions & Specialties

Trust Law Attorney • Lawyers • Philanthrope • Counselor • Non-Profit • Organization Management • Advisor • Chairperson • Chief Executive • Operations Manager • School Principal • School Administrator • Educational Manager • Supporting Member • Team Member • Managers • General and Operations Manager • Director of Operations • Corporate Executive • Financial Manager • Human Resources Specialist • Recruitment • Master of Business Administration

Experience & Education

Position:
Immediate Past President at Congregation Beth El, Berkeley, Principal at Non Profit Management and...
Title:
Non Profit and Financial Consulting
Location:
San Francisco Bay Area
Industry:
Nonprofit Organization Management
Work history:
Congregation Beth El, Berkeley Immediate Past Presidentsince Jun 2011Non Profit Management and Financial Consulting - Berkeley, CAPrincipalsince Jan 2008
Fiduciary and Investment Services at Trust Matters
Full Profile

Bruce Isaacson Berkeley, CA

Professions & Specialties

Counselor • Advisor • Financial Director • Manager • Vice President • Financial Officer • Financial Manager • Operations Manager • Chief Executive • Agent • Sales Representative • Supervising Planner

Experience & Education

Work

Company:
Xyz properties
Consultant, cfo, manager, and broker
Company:
Unlimited holdings, inc
Vice president and chief financial officer

Skills

Developing financing sources and relationships for challenging assignments, Full charge financial...
Full Profile

Cassius Conway San Francisco, CA

Professions & Specialties

Trust Law Attorney • Lawyers • Manager • Operations Manager • Instructor • Pedagogue • Counselor • Advisor • Vice President • Chief Executive • Analyst • Analysts • Compliance Officer • Information Security Analyst • IT Analyst • Master of Science • Bachelor of Arts

Experience & Education

Work

Company:
Calypso technology - San Francisco, CA
Knowledge manager/instructor
Company:
Wells fargo bank - San Leandro, CA
Business systems consultant
Full Profile

Jodi Nishimura Berkeley, CA

Professions & Specialties

Trust Law Attorney • Lawyers • Agent • Sales Representative • Volunteer • Non-Profit • Property Manager • Real Estate Manager

Experience & Education

Specialties:
Residential sales, Investment Properties
Work:
Pacific Union Real Estate
Berkeley, CA
(510) 746-8061 (Phone)
License #01762935
Client type:
Home Buyers, Home Sellers
Property type:
Single Family Home, Condo/Townhome, Multi-family
About:
Jodi brings mindfulness and care to each client relationship and has a keen awareness of her...
..and has a keen awareness of her fiduciary role as realtor
Full Profile

Peter Vanvalkenburgh Berkeley, CA

Professions & Specialties

Agent • Sales Representative • Buyers Agent • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Specialties:
Buyer's Agent, Listing Agent, Consulting, Property Management
Work:
Peter Van Valkenburgh Broker
1629 Addison Street, Berkeley, CA 94703
Experience:
13 years years
the ones he has a fiduciary duty to and a duty to all parties to be..
Full Profile

Wendy Louie Berkeley, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Agent • Sales Representative • Buyer • Sales Person • Client Service Officer • Buyer and Seller • Property Manager • Real Estate Sales Agent • Real Estate Manager • Investor • Customer Service

Experience & Education

Specialties:
REO / Bank Owned, Short sales, Residential sales, Luxury homes, First time home buyers, Distressed properties, Probate, Staging, Relocation, Property Management, TIC, Co-op, Residential Income Property
Work:
Better Homes & Gardens Mason McDuffie Rea
Berkeley, CA
(510) 851-9888 (Phone)
License #01038800
Certifications:
GRI, SFR, CRS, LLM, MBA
Client type:
Home Buyers, Home Sellers
Property type:
Single Family Home, Condo/Townhome, Residential Rental, TIC, Co-op
Interests:
Accounting, Business, Culture, Economics, Family, Friends, History, Investments, Laughter, Law, Music, Nature, People, Personal Development, Real Estate, Service, Studying, Travel
Full Profile

Holly Rose Berkeley, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Agent • Sales Representative • Buyer • Sales Person • Supplier • Client Service Officer • Buyer and Seller • Services Professional • Sales and Service Specialist • Sales Agent • Inspector • Buyers Agent • Puchasing and Estimating Manager • Customer Service • Property Manager • Real Estate Manager • Estimator • Financial Analyst • Financial Manager

Experience & Education

Specialties:
Short sales, Residential sales, Luxury homes, First time home buyers, Distressed properties
Work:
Marvin Gardens Real Estate
Albany, CA
(510) 847-0656 (Phone)
License #01010254
Client type:
Home Buyers, Home Sellers
Property type:
Single Family Home, Condo/Townhome
Interests:
Argentine Tango, Business, Cello, Cooking, Creative Writing, Gardening, Literature, Martial Arts, Outdoors, People, Real Estate, San Francisco Bay Area
Awards:
International President's Circle, Top Listing Agent, International Diamond Society, Top Buyer's Agent, Top Producing Agent, International Sterling Society, Top One Hundred Sales Associates
Full Profile

Amit Singh Chicago, IL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Analyst • Analysts • Programmer Analyst • Information Systems Analyst • IT Analyst • Finance and Accounting Specialist • Accounts Receivable • Auditor • Tax Preparer • Accounting Bookkeeper • Bookkeeper • Tax Accountant • Financial Officer • Board Member • Financial Manager • Management Team Executive • Operations Manager

Experience & Education

Position:
Analyst, Fiduciary Services at The Marco Consulting Group
Location:
Chicago, Illinois
Industry:
Financial Services
Work history:
The Marco Consulting Group - Greater Chicago AreaAnalyst, Fiduciary Servicessince Sep 2010Tibetan Aid Project - Berkeley, CAFinancial OfficerMar 2010 - Sep 2010
Full Profile

Will Linehan Portland, OR

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Leader • Representative • Managers • Assistant Manager • Supervisor • Counselor • Apprentice • Team Member • Advisor • Relationship Manager • Client Service Officer • Sales Account Associate • Account Service Manager • Sales Executive • Program Director • Manager • Operations Manager • Sales Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Advertising Professional • Advertising Sales Agent • Customer Service • Student Worker

Experience & Education

Position:
Trip Leader at Backroads
Title:
Trip Leader
Location:
Portland, Oregon Area
Industry:
Leisure, Travel & Tourism
Work history:
Backroads - Berkeley, CATrip Leadersince May 2012North Brand Agency - Portland, Oregon AreaLifestyle Representative for Subaru Work Play Love TourFeb 2012 - May 2012
Skills:
Passion, Purpose, Persistance, PowerPoint, Outlook, Investments, Corporate Finance, Photoshop,...
Full Profile

Russ Neldam Los Angeles, CA

Professions & Specialties

Summer Associate • Paralegal • Fiduciary • Law Specialist • Student Lawyer • Trust Law Attorney • Lawyers • Juris Doctor • Bachelor of Science • Research Assistant • Mathematician • Researcher • Survey Researcher • Product Specialist • Apprentice • Coordinator • Managers • Master of Ceremonies • Entertainer • Government Administration Professional • Marketing Manager • Community Service Manager • Student Worker

Experience & Education

Position:
Summer Associate at Latham & Watkins, JD Candidate at Berkeley Law
Title:
Summer Associate at Latham & Watkins
Location:
Los Angeles, California
Industry:
Higher Education
Work history:
Latham & Watkins - Greater Los Angeles AreaSummer Associatesince May 2013Berkeley Law - Berkeley, CAJD Candidatesince Aug 2012
Skills:
Management, Product Development, Writing, Cross-functional Team Leadership, Mathematics, Legal...
Full Profile

Jeff Normann Irvine, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Master of Arts • Java Developer • PHP Developer • JavaScript Developer • Software Developer • Software Developers • Public Relations Officer • Organization Management • Contractor • Public Relations Specialist • PR and Communications Professional • Public Relations Professinal • Agent • Sales Representative • High School Teacher • Secondary School Teacher • Independent Business Owners • Management Team Executive • Operations Manager

Experience & Education

Position:
Graduate Student at UC Irvine
Title:
MAT Graduate Student at UC Irvine
Location:
Irvine, California
Industry:
Primary/Secondary Education
Work history:
UC Irvine - Irvine, CAGraduate Studentsince Jun 2013Student - Northern CaliforniaIndependent Student - Education and ProgrammingSep 2012 - Jun 2013
Full Profile

Fiduciarys near Berkeley, CA02144286428561,070San FranciscoOaklandAlamedaOrindaRichmondLafayetteMoraga


Fiduciarys around Berkeley, CA

Alameda  (6)
Lafayette  (3)
Moraga  (1)
Oakland  (54)
Orinda  (4)
Richmond  (3)
San Francisco  (1,067)

Fiduciarys in California

Sub-specializations

Fiduciary  (24)