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Fiduciarys in California

Fiduciarys in Beverly Hills, CA

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26 results found

Diane Karpman Beverly Hills, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Office:
Karpman & Associates
9777 Wilshire Blvd., Ste. 1000, Beverly Hills, CA
Specialties:
Legal Malpractice Actions, Breach Of Fiduciary Duties
ISLN:
909918376
Admitted:
1975
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Allan Cooper Beverly Hills, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Construction • Security

Experience & Education

Office:
Ervin Cohen & Jessup LLP
9401 Wilshire Blvd., 9Th Fl., Beverly Hills, CA
Specialties:
Business and Commercial Litigation, Breach of Fiduciary Relationships
ISLN:
908210228
Admitted:
1974
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Zein Jr Beverly Hills, CA

Professions & Specialties

Trust Law Attorney • Lawyers • Managing Partner • Partner • Chief Executive • Security • Team Member • Juris Doctor

Experience & Education

Company:
OBAGI & STODDER LLP
Address:
433 North Camden Drive Suite 400, Beverly Hills, CA 90210 - Property Information
Phone:
(310) 279-5209 (Office), (310) 734-1814 (Fax)
Specialties:
Litigation - 60%
Immigration - 30%
Licenses:
California - Active     2009
Experience:
Managing Partner at Obagi & Stodder LLP (Previously, Obagi Law Group)     2010-present
Associate at Allen Matkins Leck Gamble Mallory & Natsis, LLP Attorneys At Law     2008-2010
School:
University of Southern California Law School     
Degree:
JD - Juris Doctor - Law
School:
University of California - Berkeley     
Languages:
Arabic, English, French, Spanish
Awards:
Paul Harris Fellowship - LA5 Rotary Club     2012
Associations:
Better Business Bureau - Accredited Business     2012-present
West Los Angeles Chamber of Commerce - Member     2012-present

Zein Obagi is a civil litigator reputed for aggressively prosecuting private and public interest...

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David Ostrove Beverly Hills, CA

Professions & Specialties

Notary • Lawyers • Fiduciary • Mediator • Arbitrator • Trust Law Attorney • Referee • Judge • Accounting Bookkeeper • Bookkeeper • Author • Associate Professor • Postsecondary Teacher • Counselor • Advisor • Chairperson • Chief Executive

Experience & Education

Office:
David Ostrove A Professional Corporation
499 North Canon Drive, 4Th Floor, Beverly Hills, CA 90210
Phone:
(323) 939-3400 (Phone)
Specialties:
Tax Law, Probate and Trust Administration
ISLN:
904653210
Admitted:
1960, California
Transactions:
Tax Free Merger-Reorganization: System Parking and ABM, 1993-1994.
Biography:
Certified Public Accountant, California, 1957. Lecturer and author for the California CPA Society...
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Evelyn Abasi Beverly Hills, CA

Professions & Specialties

Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Agent • Sales Representative

Experience & Education

Address:
9107 Wilshire Blvd. Suite 450, Beverly Hills, CA 90210 - Property Information
Phone:
(310) 461-3534 (Office)
Specialties:
Family - 40%(18 years)
Litigation - 35%(18 years)
Licenses:
California - Active     2006
School:
Loyola Law School     
Degree:
law
School:
California Polytechnic St U     
Degree:
undergraduate
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Jennifer Post Beverly Hills, CA

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyers • Jurist • Legal Counsel • Owner • Executive Compensation • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Moderator • Team Member • Advisor • Entertainer

Experience & Education

Position:
Owner at Post Law Group, PC
Location:
Beverly Hills, California
Industry:
Law Practice
Work history:
Post Law Group, PC - Beverly Hills, CaliforniaOwnersince Mar 2009McCormick Legal Advisors AttorneyNov 2008 - Mar 2009
Skills:
Mergers, Securities Offerings, Corporate Law, Intellectual Property, Venture Capital, Entertainment
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Preston Kern Beverly Hills, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Relationship Manager • Account Service Manager • Client Service Officer • Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Analyst • Analysts • Market Analyst • Market Research Analyst • Sales Manager • Customer Service

Experience & Education

Position:
Investment Management Specialist at Wells Fargo
Location:
Beverly Hills, California
Industry:
Banking
Work history:
Wells Fargo Investment Management Specialistsince May 2012Wells Fargo Syndication AnalystApr 2010 - May 2012
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Eliot Finkel Beverly Hills, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Managing Member • Treasurer • Manager • Operations Manager • Financial Officer • Financial Manager • Counselor • Guide • Advisor • Tour Guide

Experience & Education

Position:
Treasurer at Beverly Hills, Managing Member at Eliot Finkel Investment Counsel, LLC
Title:
Managing Member, Eliot Finkel Investment Counsel, LLC
Location:
Beverly Hills, California
Industry:
Investment Management
Work history:
Beverly Hills - 455 North Rexford Drive, Beverly Hills, California 90210Treasurersince 2005Eliot Finkel Investment Counsel, LLC - 9100 Wilshire Boulevard, Suite 503E, Beverly Hills, California 90212Managing Membersince Sep 1974
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Jasmine Rotkopf Beverly Hills, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Administrative Associate • Administrative Clerk • Clerical Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Administrative Assistant Private Banking at Wells Fargo
Title:
Administrative Assistant at Wells Fargo Private Bank
Location:
Beverly Hills, California
Industry:
Banking
Work history:
Wells Fargo - Beverly HillsAdministrative Assistant Private Bankingsince 2009Wells Fargo Private Bank - Beverly HillsAdministrative Assistant Investment Management & Fiduciary ServicesDec 2009 - Aug 2012
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Antonio Spears Beverly Hills, CA

Professions & Specialties

Trust Law Attorney • Lawyers • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Counselor • Speaker • Business Consultant • Non-Profit • Advisor • Team Member • Spokesperson • Representative • Movie Producer • Film and Video Producer • Art Producer • Media Producer • Managers • Entertainer • Project Managers • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor Associate, Wealth Management at Morgan Stanley, Corporate Business...
Title:
Morgan Stanley Financial Advisor Associate, Film/TV Producer, Consultant & Key Note Speaker
Location:
Beverly Hills, California
Industry:
Investment Management
Work history:
Morgan Stanley - Beverly Hills, CaliforniaFinancial Advisor Associate, Wealth ManagementDick Clark Productions - Santa Monica, CACorporate Business Development/Digital Content Producersince 2009
Skills:
Estate Planning, Wealth Management, Strategic Financial Planning, Wealth, Investments, Public...
Professional Trust and Fiduciary Services
Full Profile

Adam Fasullo Beverly Hills, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Office Assistant • Office Clerk • Clerical Specialist • Entertainment Professional • Entertainer • Business Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Intern • Marketing Professional • Advertising Sales Agent • Production Director • Technical Director • Production Manager • Technical Managers • Operations Manager • Bachelor of Science • Consumer Goods Professional • Commodities Clerk • Student Worker • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Executive Assistant - Comedy Development at HBO
Location:
Beverly Hills, California
Industry:
Entertainment
Work history:
HBO - Santa Monica, CAExecutive Assistant - Comedy Developmentsince Jan 2013WME - Beverly Hills, CAAssistant in Motion Picture LitMay 2011 - Jan 2013
Skills:
Social Media, Microsoft Office, Microsoft Excel, Facebook, Social Media Marketing, Microsoft Word,...
Full Profile

Janice Fernandez Beverly Hills, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Athletes • Counselor • Advisor • Delphi Developer • Software Developer • Software Developers

Experience & Education

Title:
Accounting & Business Professional, Fitness Athlete, and Health & Wellness Consultant at Arbonne International
Location:
Beverly Hills, California
Industry:
Accounting
Skills:
Accounting, Customer Service, Sales Management, Business Strategy, Strategic Planning, Property...
Full Profile

Matthew Kagan Beverly Hills, CA

Professions & Specialties

Trust Law Attorney • Lawyers • School Principal • School Administrator • Educational Manager • Management Consultant • Investor • Management Analyst • Analysts • Vice President • Chief Executive • Physician • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • High School Teacher • Secondary School Teacher • Business Administrator • Organization Management • Managers • Technical Specialist • Technical Support Specialists • Operations Manager • Biotechnology Professional • Mathematics • Research Specialist • Research Scientist • Survey Researcher • Biologist • Biological Scientist • Mathematician • Master of Business Administration • Doctor of Medicine • Medical Practice Professional • General Practitioner • Medical Practitioner • Recruitment

Experience & Education

Position:
Management Consultant at Kagan Consulting
Title:
Principal at Kagan Consulting
Location:
Beverly Hills, California
Industry:
Management Consulting
Work history:
Kagan Consulting - Los Angeles, CAManagement Consultantsince Apr 2003UHS Surgical Services (Formerly PRI Medical) - Glendale, CaliforniaVice President, Business DevelopmentSep 2001 - Jun 2003
Languages:
English, Spanish, Mandarin
..board with organization oversight and fiduciary responsibilities
Full Profile

Gary Handler Van Nuys, CA

Professions & Specialties

Trust Law Attorney • Lawyers • Senior Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Corporate Executive • Accounting Analyst • Financial Analyst • Master of Business Administration • Bachelor of Science • Master of Science

Experience & Education

Position:
Senior Vice President - Investments at UBS Wealth Management
Title:
Senior Vice President at UBS Financial Services, Inc.
Location:
Encino, California
Industry:
Financial Services
Work history:
UBS Wealth Management - Encino, CASenior Vice President - Investmentssince Apr 2007RBC Dain Rauscher - Greater Los Angeles AreaSenior Vice PresidentJun 2003 - Apr 2007
Certifications:
ACCREDITED INVESTMENT FIDUCIARY (AIF)™, University of Pittsburgh’s Graduate Center for Fiduciary Studies
PLANSPONSOR RETIREMENT PROFESSIONAL (PRP) ™, PLANSPONSOR Institute
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Marc Weitzman Philadelphia, PA

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyers • Supporting Member • Construction • Team Member • Co-Founder • Owner • Founder • Founding Member • Chief Executive • Advisor • Operations Manager • Editing Professional • Writing and Editing Professional • Writer and Editor • Film and Video Producer • Art Producer • Media Producer • Entertainer

Experience & Education

Position:
Commercial Litigation Associate at Blank Rome LLP
Title:
Commercial Litigation Attorney at Blank Rome LLP
Location:
Greater Philadelphia Area
Industry:
Law Practice
Work history:
Blank Rome LLP - Greater Philadelphia AreaCommercial Litigation Associatesince Sep 2006Cozen O'Connor - Greater Philadelphia AreaCommercial Litigation AssociateSep 2004 - Sep 2006
Full Profile

Denise Klein Los Angeles, CA

Professions & Specialties

Fiduciary • Conservator • Executor • Trust Law Attorney • Lawyers • Judicial Law Clerk • Counselor • Volunteer • Advisor • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Tax Accountant • Financial Manager • Operations Manager

Experience & Education

Position:
California Licensed Professional Fiduciary at Klein Fiduciary Services, Benefits Enrollment...
Title:
Professional Fiduciary
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Klein Fiduciary Services - Sherman Oaks, CA 91403California Licensed Professional Fiduciarysince May 2012WISE and Healthy Aging Benefits Enrollment Counselor, Volunteersince Feb 2013
Skills:
Trusts, Fiduciary Services, Conservatorships, Executor, Powers of Attorney, Guardianship, Estate...
Certifications:
California Licensed Professional Fiduciary, PFB
Certified Public Accountant, Dept of Consumer Affairs
Full Profile

Brian Angelini Los Angeles, CA

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyers • Partner • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Partner at Angel at Law, Inc.
Title:
attorney, angel at law, inc.
Location:
Greater Los Angeles Area
Industry:
Law Practice
Work history:
Angel at Law, Inc. - Los Angeles, CAPartnersince 2009Galaxy Commercial Holdings, LLC - Beverly Hills, CAIn-house Counsel2007 - 2009
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Anna Dergan Los Angeles, CA

Professions & Specialties

Signing Agent • Notary • Trust Law Attorney • Lawyers • Director • Operations Manager • Counselor • Advisor • Entertainment Professional • Entertainer • School Principal • School Administrator • Educational Manager • Chief Executive • Clerical Specialist • Front Office Receptionist • Recruitment

Experience & Education

Position:
Consultant at Exclusive Media Group ; Hammer & Spitfire
Title:
Director, Physical Operations at Exclusive Media Group ; Hammer & Spitfire
Location:
Greater Los Angeles Area
Industry:
Entertainment
Work history:
Exclusive Media Group ; Hammer & Spitfire - Beverly Hills, CAConsultantsince Feb 2012AMD Ventures Principal & ConsultantMar 2010 - Feb 2012
Skills:
Human Resources, Payroll, Facilities Management, Performance Appraisal, Open Enrollment, Flexible...
Languages:
Portuguese, Spanish
Responsible for all fiduciary requirements and compliance with ERISA a..
Full Profile

Balan Venugopal Los Angeles, CA

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyers • Vice President • Chief Executive • Senior Associate • Juris Doctor • Bachelor of Arts • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member

Experience & Education

Position:
Senior Trust Officer and Vice President at Morgan Stanley, Vice President and Senior Trust Officer...
Title:
Vice President and Senior Trust Officer at Morgan Stanley
Location:
Greater Los Angeles Area
Industry:
Banking
Work history:
Morgan Stanley - Beverly Hills, CASenior Trust Officer and Vice Presidentsince Sep 2004MORGAN STANLEY PRIVATE BANK Vice President and Senior Trust Officersince Jan 2004
Skills:
Trusts, Trust Services, Estate Planning, Investments, Portfolio Management, Wills, Tax, Wealth...
Full Profile

Jade Sloan Los Angeles, CA

Professions & Specialties

Trust Law Attorney • Lawyers • Assistant Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Administrative Officer • Managers • Operations Manager • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Assistant Vice President at City National Bank
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
City National Bank - Beverly Hills, CAAssistant Vice Presidentsince Nov 2012US Trust - Los Angeles, CAAVP; Trust Administrative Officer IIJun 2006 - Nov 2012
Certifications:
Certified Trust and Financial Advisor
Professional Trust and Fiduciary Services
Full Profile

Jeff Rush Los Angeles, CA

Professions & Specialties

Trust Law Attorney • Lawyers • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Operations Manager • Counselor • Advisor • Chief Executive • School Administrator • Educational Manager • Recruitment

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Title:
Financial Advisor for Individuals, Families, and Institutions.
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Beverly Hills, CAFinancial Advisorsince May 2013Merrill Lynch - Greater Los Angeles AreaDirector, UHNW Client Solutions GroupNov 2010 - Feb 2013
and manage their fiduciary responsibilities
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Joseph Poole Los Angeles, CA

Professions & Specialties

Associate Attorney • Law Specialist • Contract Attorney • Lawyers • Document Reviewer • Fiduciary • Trust Law Attorney • Chief Administrative Officer • Chief Executive • Operations Manager • Cashier • Client Service Officer • Mechanic • Business Administrator • Managers • Certified Pharmacy Technician • Student Worker • Druggist • Pharmacist • Customer Service • Entertainment Professional • Entertainer • Computational Scientist • Computer Scientists • Researcher • Survey Researcher

Experience & Education

Position:
Associate Attorney at Pierce Law Group, LLP
Location:
Los Angeles, California
Industry:
Law Practice
Work history:
Pierce Law Group, LLP - Beverly Hills, CAAssociate Attorneysince Mar 2012Marron Lawyers - Long Beach, CAContract AttorneyDec 2011 - Dec 2012
Full Profile

Gina Southgate Los Angeles, CA

Professions & Specialties

Trust Law Attorney • Lawyers • Vice President • Manager • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President & Senior Trust Officer at Merrill Lynch Trust Company
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
Merrill Lynch Trust Company Vice President & Senior Trust Officersince Jun 2002Union Bank of California - Beverly Hills, CAVice President & Regional Trust ManagerJan 1993 - Dec 2001
Professional Trust and Fiduciary Services
Full Profile

Gregory Rosenblum Denver, CO

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Bank Examiner • Controlling Specialist • Financial Compliance Examiner • Auditor • Controller • Counselor • Advisor • Accounting Bookkeeper • Bookkeeper • Chief Executive • Sales Manager • General and Operations Manager • Director of Operations • Operations Manager

Experience & Education

Position:
National Bank Examiner at Office of the Comptroller of the Currency, Trust Consultant at ExperisNL
Title:
National Bank Examiner at Office of the Comptroller of the Currency
Location:
Denver, Colorado
Industry:
Legal Services
Work history:
Office of the Comptroller of the Currency - Greater Denver AreaNational Bank Examinersince Jan 2013ExperisNL - Jersey City, NJTrust Consultantsince Jul 2012
Full Profile

Brian Moore Las Vegas, NV

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Managing Partner • Partner • Founder • Chief Executive • Founding Member • Model • Chairman of the Board • Management Team Executive • Operations Manager • Corporate Executive • Chairperson • Non-Profit • Buyer and Seller • Sales Representative

Experience & Education

Position:
Managing Sr. Partner ALPHA RED VENTURES at Alpha Red Ventures, Founder at Moore Brothers Spirits LLC.
Title:
Managing Partner @ ALPHA RED VENTURES
Location:
Las Vegas, Nevada
Industry:
Venture Capital & Private Equity
Work history:
Alpha Red Ventures - Las Vegas, Nevada AreaManaging Sr. Partner ALPHA RED VENTURESsince Mar 2012Moore Brothers Spirits LLC. - Las Vegas, Nevada AreaFoundersince Jan 2012
Languages:
French
Full Profile

Debbie Hoffman San Ramon, CA

Professions & Specialties

Trust Law Attorney • Lawyers • Director • Operations Manager • Counselor • Advisor • Wellness and Fitness • Recruitment • Corporate Executive • Chief Executive • Psychology Specialist • Customer Service • Client Service Officer • Bachelor of Science • Property Manager • Real Estate Manager

Experience & Education

Position:
One-Star Presidential Director at GIA Wellness
Title:
One Star Presidential Director
Location:
San Ramon, California
Industry:
Health, Wellness and Fitness
Work history:
GIA Wellness - San Ramon, CAOne-Star Presidential Directorsince 2008Reliv International - Lafayette, CADistributorFeb 2001 - Feb 2008
Skills:
Nutritional Counseling, Fitness, Healthcare, Headaches, Alternative Medicine, Health Education,...
..to portfolio managers with fiduciary responsibility for multi-million dollar..
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Fiduciarys near Beverly Hills, CA0165330495660825Los AngelesSanta MonicaVan NuysVeniceBurbankNorth Hollywood


Fiduciarys around Beverly Hills, CA

Burbank  (4)
Los Angeles  (823)
Santa Monica  (25)
Van Nuys  (18)
Venice  (5)

Fiduciarys in California

Sub-specializations

Executor  (4)
Fiduciary  (26)