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Fiduciarys in California

Fiduciarys in Irvine, CA

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70 results found

Leslie Daff Irvine, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Associate Justice • Law Clerk • Judicial Law Clerk • Bachelor of Science • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Manager • Board Member • Operations Manager • Management Team Executive • Editor • Co-Editor • Writing and Editing Professional • Writer and Editor • Entertainment Professional • Entertainer • Editorial Writer • Reporter • Independent Contractor • Non-Profit • Contractor • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Office:
Estate Plan, Inc.
19200 Von Karman Avenue, Suite 500, Irvine, CA 92612
Mailing Address:
Loma Building, 352 3rd Street, Suite 301, Laguna Beach, CA, 92651
Phone:
(949) 424-8249 (Phone), (949) 497-7150 (Fax)
Specialties:
Estate Planning, Trusts and Estates
ISLN:
915247927
Admitted:
2000, California
Biography:


Leslie Daff, JD, MBA, is a State Bar Certified Legal Specialist in Estate Planning,...
Full Profile

Mark Ziebold Irvine, CA

Professions & Specialties

Fiduciary • Executor • Trust Law Attorney • Lawyers • Judicial Law Clerk • Attorney At Law • Juris Doctor • Bachelor of Arts • Chief Executive • Lecturer • Postsecondary Teacher

Experience & Education

Company:
Ziebold Law Group
Address:
9870 Research Drive Suite 105, Irvine, CA 92618 - Property Information
Phone:
(949) 788-1819 (Office), (949) 788-1869 (Fax)
Specialties:
Estate Planning - 40%(21 years, 200+ cases)
Tax - 40%(21 years, 200+ cases)
Licenses:
Arizona - Active     2008
California - Active     2003
Experience:
Independent Private Fiduciary (Trustee/Executor) at Caritas Trust     2011-present
Attorney and Owner at Ziebold Law Group     2010-present
School:
Chapman University School of Law     2005
Degree:
LLM in Taxation - Law
School:
Chapman University School of Law     2003
Degree:
JD with Tax Law EMPHasis - Law
Languages:
English
Awards:
Specialist in Taxation law - State Bar of California     2012
Superlawyers Southern California Rising Star - Los Angeles Magazine     2011
Associations:
Interactive Legal - Member     2011-present
Pro Growth - member     2010-present

I received the California State Bar specialist designation in Estate Planning, Trust, and Probate...

Full Profile

Jared Glicksman Irvine, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Summer Associate • Paralegal • Construction • Chief Executive • Property Manager • Real Estate Manager

Experience & Education

Office:
The Yocca Law Firm LLP
19900 Macarthur Boulevard, Suite 650, Irvine, CA 92612
Phone:
(949) 253-0800 (Phone)
Specialties:
Business Litigation, Intellectual Property Litigation
ISLN:
919255867
Admitted:
2006, California and U.S. District Court, Central District of California, 2010, U.S. Court of Appeals, Federal Circuit
Special Agencies:
United States International Trade Commission.
Biography:
Jared Glicksman joined The Yocca Law Firm in 2006, where he practices litigation and transactional...
Full Profile

David Klasing Irvine, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Tax Assessor • Revenue Agent

Experience & Education

Office:
Tax Law Office of David W. Klasing
2603 Main Street, Suite 1180, Irvine, CA 92614
Mailing Address:
8981 Palos Verdes Ave., Westminster, CA, 92683
Phone:
(714) 793-8916 (Phone)
Specialties:
Taxation, Estates, Wills and Trusts
ISLN:
920567379
Admitted:
2009, California
Biography:
15 years combined experience, practicing first as a Certified Public Accountant (CPA) and currently ...
Full Profile

John Deily Irvine, CA

Professions & Specialties

Conservator • Fiduciary • Lawyers • Trust Law Attorney

Experience & Education

Office:
Deily Law Firm, A.P.L.C.
16430 Bake Parkway, Irvine, CA 92618
Phone:
(949) 379-6500 (Phone)
Specialties:
Trust Litigation, Probate Litigation
ISLN:
907942069
Admitted:
1980, California
Full Profile

Robert Adel Irvine, CA

Professions & Specialties

Lawyers • Fiduciary • Arbitrator • Trust Law Attorney • Referee • Judge • Financial Manager • Financial Director • Owner • Director • Department Supervisor • Financial Officer • Chief Executive • Operations Manager • Manager • Agent • Sales Agent • Sales Person • Sales Representative • Construction • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Author

Experience & Education

Office:
Greenberg Traurig, LLP
3161 Michelson Drive, Suite 1000, Irvine, CA 92612
Phone:
(949) 732-6523 (Phone), (949) 732-6501 (Fax)
Specialties:
Litigation
ISLN:
900619883
Admitted:
1993, California, U.S. Court of Appeals for the Ninth Circuit
Biography:
Prior to becoming a lawyer, Robert Adel received an undergraduate degree in finance and worked as a ...
Full Profile

Noah Herbold Irvine, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Juris Doctor • Bachelor of Arts

Experience & Education

Office:
Mortensen & Reinheimer, PC
2855 Michelle Drive, Suite 120, Irvine, CA 92606
Mailing Address:
2855 Michelle Drive, Suite 120, Irvine, California, 92606
Phone:
(714) 573-7149 (Phone)
Specialties:
Estate Planning, Trust Litigation
ISLN:
921668853
Admitted:
2004, California
Biography:
Mr. Herbold is a Certified Legal Specialist in Estate Planning, Trust & Probate Law (The State Bar...
Full Profile

John Lister Irvine, CA

Professions & Specialties

Trust Law Attorney • Lawyers • Partner • Chief Executive

Experience & Education

Company:
Palmieri, Tyler, Wiener, Wilhelm & Waldron LLP
Address:
2603 Main Street, Irvine, CA 92614 - Property Information
Phone:
(949) 851-7285 (Office), (949) 825-5413 (Fax)
Specialties:
Defective / Dangerous Products - 50%
Trusts - 25%
Licenses:
California - Active     1982
Experience:
Partner at Palmieri Tyler Weiner Wilhelm & Waldron, LLP     1982-present
School:
University of California at Berkeley, Boalt Hall School of Law     1982
Degree:
JD - Juris Doctor - Law
School:
University of California - Irvine     1979
Degree:
BA - Bachelor of Arts
Associations:
American Bar Association - Member
Defense Research Institute - Member
Full Profile

Darren Montree Irvine, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Administrative Officer • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Representative

Experience & Education

Office:
London Fischer LLP
1 Park Plaza, Suite 740, Irvine, CA 92614
Phone:
(818) 224-6068 (Phone)
Specialties:
General Liability, Casualty
ISLN:
913978120
Admitted:
1998, California, U.S. District Court, Central, Northern and Southern Districts of California
Biography:
Darren Le Montree has extensive experience in federal, state and administrative trial and appellate ...
Full Profile

Kam Li Irvine, CA

Professions & Specialties

Fiduciary • Lawyers • Trust Law Attorney • Psychologist • Psychology Specialist • Chief Administrative Officer • Owner • Board Member • Chairperson • Director • Chief Executive • Management Team Executive • Operations Manager • Juris Doctor • Master of Science • Bachelor of Science • Volunteer • Speaker • Non-Profit • Spokesperson • Engineering Specialist

Experience & Education

Office:
Procopio, Cory, Hargreaves & Savitch LLP
7700 Irvine Center Drive, Suite 800, Irvine, CA 92618
Phone:
(949) 733-3328 (Phone)
Specialties:
Action Sports, Clean Tech, Energy and Climate Change
ISLN:
905454618
Admitted:
1981, California, United States Federal Courts
Biography:
Professional Summary

Kam W. Li focuses his practice on litigation and transactional...
Full Profile

Paul Lee Irvine, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Partner • Chief Executive • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Juris Doctor • Team Member

Experience & Education

Company:
Kaplan Lee LLP
Address:
19900 Macarthur Blvd. Suite 1150, Irvine, CA 92612 - Property Information
Phone:
(949) 679-0053 (Office)
Company:
Kaplan Lee LLP
Address:
7755 Center Ave. Suite 1100, Huntington Beach, CA 92647 - Property Information
Phone:
(714) 891-2200 (Office)
Specialties:
Personal Injury - 26%(39 years, 600+ cases)
Litigation - 25%(39 years, 700+ cases)
Licenses:
California - Active     1985
Illinois - Voluntarily Retired     1980
Experience:
Founding Partner at Kaplan Lee LLP     2001-present
Partner at Lewis Brisbois Bisgaard & Smith, LLP     1993-2001
School:
University of Pennsylvania Law School     1979
Degree:
JD - Juris Doctor - Law
School:
Washington University in St. Louis     1976
Degree:
A.B. cum laude - Political Science
Awards:
Top Attorneys - OC Metro Magazine     2013
AV Preeminent - Martindale-Hubbell     2013
Associations:
Orange County Trial Lawyers Association - Member     2011-present
United States Court of Appeals For the Ninth Circuit - Admitted     2011-present

Paul is engaged in the relentless pursuit of justice for victims of serious injuries. He has...

Full Profile

Travis Burch Irvine, CA

Professions & Specialties

Judicial Law Clerk • Trust Law Attorney • Lawyers • Managing Partner • Partner • Chief Executive

Experience & Education

Company:
Burch Dallmann LLP
Address:
96 Discovery, Irvine, CA 92618 - Property Information
Specialties:
Litigation - 100%
Licenses:
California - Active     2001
Experience:
Managing Partner at Burch Dallmann LLP     2012-present
Attorney at Grant, Genovese & Baratta, LLP     2006-2009
School:
Loyola Law School, Loyola Marymount University     2001
Degree:
JD - Juris Doctor - International Law
School:
University of California - San Diego     1998
Degree:
BA - Bachelor of Arts - Political Science
Languages:
Spanish
Awards:
Rising Star - Los Angeles Magazine     2011
Rising Star - Los Angeles Magazine     2010
Associations:
American Bar Association - Member
Anti-Defamation League - Regional Board Member (Former)

Travis Burch has a nationwide practice focusing on business litigation and intellectual property...

Full Profile

William Chapman Irvine, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Partner • Chief Executive • Non-Profit • Juris Doctor • Bachelor of Science • Special Education Professors

Experience & Education

Company:
Cadden & Fuller, LLP
Address:
144 Pacifica, Irvine, CA 92618 - Property Information
Phone:
(949) 754-4723 (Office), (949) 412-1969 (Mobile)
Specialties:
Litigation - 100%(43 years, 100+ cases)
Licenses:
California - Active     1981
Experience:
Partner at Cadden & Fuller, LLP     2013-present
Partner at Julander, Brown & Bollard     2010-present
School:
Pepperdine University     1981
Degree:
JD - Juris Doctor - Law
School:
Brigham Young University     1978
Degree:
BS - Bachelor of Science
Languages:
Spanish
Awards:
Southern California Super Lawyers 2013 - OC Edition - Super Lawyers Magazine     2013
Southern California Super Lawyers 2012 - OC Edition - Super Lawyers Magazine     2012
Associations:
Litigation Counsel of America - Fellow     2012-present
Orange County Bar Association - Member     1982-present

I've been married to my lovely wife for the last 29 years. We have four wonderful children. I...

Full Profile

Daniel Donahue Irvine, CA

Professions & Specialties

Fiduciary • Corporate Counsel • Trust Law Attorney • Lawyers • Legal Counsel • Recognition • Team Member • Speaker • Spokesperson • Representative • Board Member • Management Team Executive • Operations Manager • Author • Sales Agent • Sales Representative

Experience & Education

Office:
Greenberg Traurig, LLP
3161 Michelson Drive, Suite 1000, Irvine, CA 92612
Phone:
(949) 732-6557 (Phone), (949) 732-6501 (Fax)
Specialties:
Corporate & Securities, Financial Institutions
ISLN:
907809102
Admitted:
1980, Nebraska, 1986, California
Biography:
Daniel Donahue has more than 20 years of private practice experience in the corporate and...
Full Profile

Sean O'brien Irvine, CA

Professions & Specialties

Lawyers • Trust Law Attorney • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Agent • Sales Representative • Author • Speaker • Spokesperson • Representative • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Office:
Payne & Fears LLP
4 Park Plaza, Suite 1100, Irvine, CA 92614
Phone:
(949) 851-1100 (Phone)
Specialties:
Commercial Litigation, Business Litigation
ISLN:
904747193
Admitted:
1988, California
Biography:
Mr. O'Brien is one of the most versatile litigators in Southern California, handling all types of...
breach of fiduciary duties
Full Profile

Cyrus Chen Irvine, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Construction • Licensed Real Estate Broker • Property Manager • Real Estate Manager • General Contractor • Construction Manager • Chief Executive

Experience & Education

Office:
Kutak Rock LLP
5 Park Plaza, Suite 1500, Irvine, CA 92614
Phone:
(949) 417-0962 (Phone)
Specialties:
Litigation, Construction Litigation
ISLN:
917634121
Admitted:
2003, California
Biography:
Mr. Chen, a partner in the firm's Irvine office, is a civil litigator with experience in a wide...
Full Profile

Tracy Hughes Irvine, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Construction • Non-Profit • Chief Executive

Experience & Education

Office:
Koeller, Nebeker, Carlson & Haluck, LLP
3 Park Plaza, Suite 1500, Irvine, CA 92614
Phone:
(949) 864-3400 (Phone)
Specialties:
Construction Claims, General Legal Defense
ISLN:
911490181
Admitted:
2004, California, 2004, U.S. District Court, Central District
Biography:
Tracy Hughes was born and raised in the small farm town Palo, Iowa. During high school, she enjoyed ...
Full Profile

Sheldon Blumling Irvine, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Security • Executive Compensation • Chief Executive • Entertainment Professional • Entertainer • Copy Editor • Editing Professional • Writing and Editing Professional • Writer and Editor

Experience & Education

Office:
Fisher & Phillips LLP
2050 Main Street, Irvine, CA 92614
Phone:
(949) 798-2127 (Phone)
Specialties:
Employee Benefits, Employee Retirement Income Security Act - ERISA
ISLN:
913881314
Admitted:
1998, Georgia, 2004, California
Biography:
Sheldon Blumling is a partner in the Irvine office and a member of the firm's Employee Benefits...
Full Profile

William Tran Irvine, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Construction • Agent • Sales Representative • Founder • Chairperson • Founding Member • Chief Executive

Experience & Education

Office:
Greenberg Traurig, LLP
3161 Michelson Drive, Suite 1000, Irvine, CA 92612
Phone:
(949) 732-6546 (Phone), (949) 732-6501 (Fax)
Specialties:
Litigation
ISLN:
915785474
Admitted:
2000, California
Biography:
William "Bill" Tran is an experienced business law litigator. His areas of practice include general ...
Full Profile

John Lister Irvine, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Partner • Chief Executive

Experience & Education

Office:
Palmieri, Tyler, Wiener, Wilhelm & Waldron LLP
2603 Main Street, Irvine, CA 92614
Phone:
(877) 589-5615 (Phone)
Specialties:
Litigation, Business Litigation
ISLN:
905409915
Admitted:
1982, California, U.S. District Court, Central District of California
Biography:
Mr. Lister is a Partner of Palmieri Tyler. He specializes in representing manufacturers in...
Full Profile

Steven Guess Irvine, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Supporting Member • Construction • Team Member • Juris Doctor • Copy Desk Chief • Copy Editor • Editing Professional • Writing and Editing Professional • Writer and Editor

Experience & Education

Office:
Palmieri, Tyler, Wiener, Wilhelm & Waldron LLP
2603 Main Street, Irvine, CA 92614
Phone:
(877) 589-5615 (Phone)
Specialties:
Litigation, Business Litigation
ISLN:
922171469
Admitted:
2010, California, U.S. District Court, Central District of California
Biography:
Steven R. Guess is an Associate of Palmieri Tyler and concentrates his practice in business...
Full Profile

Edwin Richards Irvine, CA

Professions & Specialties

Fiduciary • Judge • Advocate • Trust Law Attorney • Lawyers • Jurist • Legal Counsel • Construction • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Office:
Kutak Rock LLP
5 Park Plaza, Suite 1500, Irvine, CA 92614
Phone:
(949) 417-0981 (Phone)
Specialties:
Intellectual Property, Litigation
ISLN:
902165067
Admitted:
1969, California, 1973, U.S. District Court, Central District of California
Biography:
Mr. Richards has extensive litigation experience and has tried to conclusion well over 100 cases....
Full Profile

Anish Banker Irvine, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Construction • Mechanic • Financial Services Professional • Financial Services Sales Agent • Chief Executive

Experience & Education

Office:
Palmieri, Tyler, Wiener, Wilhelm & Waldron LLP
2603 Main Street, Irvine, CA 92614
Phone:
(877) 589-5615 (Phone)
Specialties:
Litigation, Business Litigation
ISLN:
916389244
Admitted:
2001, California, U.S. District Court, Central District of California
Biography:
Anish Banker is a partner of Palmieri Tyler, and concentrates his practice in eminent domain,...
Full Profile

Cathy Christ Santa Ana, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Counselor • Supporting Member • Advisor • Team Member • Relationship Manager • Supplier • Account Service Manager • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Customer Service

Experience & Education

Position:
Retirement Consultant at Arthur J. Gallagher & Co
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Arthur J. Gallagher & Co Retirement Consultantsince Mar 2011Benefit Funding Services Group (BFSG) - Irvine, CARetirement Plan ConsultantAug 2009 - Jun 2010
Skills:
Series 6, Series 63, Series 65, Defined Benefit, 401k, Financial Services, Asset Allocation,...
Full Profile

Michael Naso Irvine, CA

Professions & Specialties

Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Address:
8001 Irvine Center Dr Ste 1090, Irvine, CA 92618 - Property Information
Phone:
(949) 769-3400 (Office)
Specialties:
Real Estate - 70%(35 years, 100+ cases)
Business - 20%(35 years, 100+ cases)
Licenses:
California - Active     1989
School:
Southwestern Univ SOL     
Degree:
law
School:
SUNY     
Degree:
undergraduate
Awards:
Paul Wildman full tuition scholarship to law school - Southwestern University School of Law     1986
Associations:
Orange County Bar Association      2000-present

Although I have won over 95% of my cases that go to trial and arbitration, I pride myself on being...

Full Profile

David Rhodes Irvine, CA

Professions & Specialties

Criminal Defense Lawyer • Defense Attorney • Lawyers • Trust Law Attorney • Financial Director • Financial Officer • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Office:
Greenberg Traurig, LLP
3161 Michelson Drive, Suite 1000, Irvine, CA 92612
Phone:
(949) 732-6581 (Phone), (949) 732-6501 (Fax)
Specialties:
Litigation, Securities Litigation
ISLN:
918085632
Admitted:
2001, California
Biography:
David Rhodes focuses his practice on securities, complex commercial litigation and arbitration for...
fiduciary duty
Full Profile

Steve Tsai Irvine, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Juris Doctor • Bachelor of Arts

Experience & Education

Company:
Law Offices of Steve Tsai
Address:
Olen Spectrum Center 27 Mauchly, Ste. 212, Irvine, CA 92618 - Property Information
Phone:
(949) 788-0968 (Office), (949) 788-0966 (Fax)
Specialties:
Intellectual Property - 50%
Business - 50%
Licenses:
California - Active     1994
School:
Golden Gate University, San Francisco     1994
Degree:
JD - Juris Doctor - Law
School:
University of California, Los Angeles     1991
Degree:
MA - Masters - German Literature
Languages:
German, Mandarin, Taiwanese
Associations:
Orange County Bar Association - Member     2003-present
State Bar of California - Member     1994-present

The Law Offices of Steve Tsai is dedicated to providing personalized, result-focused and...

Full Profile

Jim Hayes Newport Beach, CA

Professions & Specialties

Attorney At Law • Of Counsel • Mediator • General Counsel • Fiduciary • Law Specialist • Lawyers • Jurist • Legal Counsel • Trust Law Attorney • Corporate Counsel • Judicial Law Clerk • Psychologist • Psychology Specialist • Mayor • Government Administration Professional • City Manager • Civil Servant • Representative • Team Member • Furniture Department Manager • Owner • Chief Executive Officer • Partner • Chief Executive • Department Supervisor • Manager • Operations Manager • Corporate Executive • Community Service Manager • Human Resources Specialist • Recruitment • Juris Doctor • Bachelor of Arts • Entertainment Professional • Entertainer • Property Manager • Real Estate Manager • Higher Education Professional • School Administrator • Educational Manager • Lecturer • Postsecondary Teacher

Experience & Education

Position:
Attorney at Law at JAMES A. HAYES, JR., A Professional Law Corporation, Of Counsel at Cummins & ...
Title:
James A. Hayes, Jr., A Professional Law Corporation
Location:
Newport Beach, California
Industry:
Law Practice
Work history:
JAMES A. HAYES, JR., A Professional Law Corporation - Newport Beach, CAAttorney at Lawsince Jan 2013Cummins & White, LLP - Newport Beach, CAOf Counselsince Jan 2013
Skills:
Bankruptcy, Commercial Litigation, Mediation, Corporate Law, Corporate Governance, Real Estate,...
Full Profile

Ed Linck Irvine, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Founder • Founding Member • Chief Executive • Baseball Coach • Sports Game Coach • Instructor • Pedagogue • Certified Nurse Aide • Nurse • Nurse Practitioner • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Commercial Real Estate Agent at Eberle Company, Founder at Young Professionals Leadership Summit,...
Title:
Commercial Real Estate Agent at Eberle Company
Location:
Irvine, California
Industry:
Commercial Real Estate
Work history:
Eberle Company - Irvine, CACommercial Real Estate Agentsince Jun 2012Young Professionals Leadership Summit - Irvine, CAFoundersince Jan 2012
Skills:
Strategic Planning, Marketing, Business Development, Marketing Strategy, Commercial Real Estate,...
Full Profile

Munni Krishnan Santa Ana, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Tax Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Non-Profit • Master of Science • Certified Public Accountant • Office Clerk • Clerical Specialist • Bachelor of Science • Biotechnology Professional • Biologist • Biological Scientist • Hospital Care Professional • Health Professional • Health Practitioner • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Real Estate Broker at First Team Real Estate, Tax Accountant at Krishnan & Associates CPAs, Inc.
Title:
Realtor at First Team Real Estate
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
First Team Real Estate - Irvine, CAReal Estate Brokersince Jul 2013Krishnan & Associates CPAs, Inc. - Irvine, CATax Accountantsince Sep 2011
Languages:
Spanish
Certifications:
Certified Public Accountant (CPA), California Board of Accountancy
Certified Real Estate Broker, California Department (Bureau) of Real Estate
Full Profile

Kevin Martino Santa Ana, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Logistics Supply Chain Professional • Mortgage Specialist • Loan Officers • Logistician • Production Assistant • Business Administrator • Construction • Manufacturing Laborer • Laborer • Billing Coordinator • Finance and Accounting Specialist • Billing Representative • Posting Clerk • Biller • Accounting Bookkeeper • Bookkeeper • Team Leader • Marketing Manager • Operations Manager • General Education • High School Diploma • Customer Service • Student Worker • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Sales at Dedola Global Logistics
Title:
Sales Professional
Location:
Orange County, California Area
Industry:
Logistics and Supply Chain
Work history:
Dedola Global Logistics Salessince Aug 2013Intelliloan - Irvine, CAMortgage SpecialistApr 2013 - Jul 2013
Languages:
English, Croatian, Spanish
Full Profile

Phil Petrozzi Irvine, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Senior Vice President • Chief Executive Officer • Founding Member • Chairperson • Vice President • Chief Executive • Corporate Executive • Area Sales Manager • Sales Support • Regional Sales Consultant • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • Leader • Managers

Experience & Education

Position:
Senior Vice President, Senior Managing Director Fiduciary Banking at Opus Bank
Title:
Senior Vice President, Senior Managing Director Fudicary Banking at Opus Bank
Location:
Irvine, California
Industry:
Banking
Work history:
Opus Bank - Irvine, CaliforniaSenior Vice President, Senior Managing Director Fiduciary Bankingsince Mar 2012City National Bank - Greater Los Angeles AreaSenior Vice President, Regional Sales Manager1995 - 2011
Certifications:
Licensed California Real Estate Broker, Department of Real Estate
Full Profile

John Mark Jennings Irvine, CA

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyers • Partner • Director • Board Member • Chief Executive • Operations Manager • Management Team Executive • Business Administrator • Supporting Member • Team Member • Copy Desk Chief • Copy Editor • Editing Professional • Writing and Editing Professional • Writer and Editor • Senior Associate • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Partner at Shulman Hodges & Bastian LLP
Location:
Irvine, California
Industry:
Law Practice
Work history:
Shulman Hodges & Bastian LLP - 8105 Irvine Center Drive, Suite 600, Irvine, Califonria 92618Partnersince Feb 2001Moskowitz & Nixdorf LLP - Newport Beach, CaliforniaSenior AssociateMar 1997 - Jan 2001
Full Profile

Brad Schwan Santa Ana, CA

Professions & Specialties

Law Specialist • Fiduciary • Lawyers • Trust Law Attorney • Supporting Member • Representative • Team Member • Chief Administrative Officer • Chief Executive

Experience & Education

Position:
Associate at Morgan, Lewis & Bockius LLP
Location:
Orange County, California Area
Industry:
Law Practice
Work history:
Morgan, Lewis & Bockius LLP - Irvine, CAAssociatesince Dec 2012Nossaman LLP AttorneyMay 2011 - Dec 2012
Skills:
Litigation
Full Profile

Joseph Abesamis Irvine, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Tax Accountant • Tax Preparer • Doctor of Medicine • Advisor • Accounts Receivable • Accounts Payable • Accounts Payable Specialist • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bachelor of Science • Crewman • Business Administrator • Team Member • Tutor • Partner • Chief Executive • Operations Manager • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Senior Tax Accountant at Ronald Blue & Co.
Location:
Irvine, California
Industry:
Accounting
Work history:
Ronald Blue & Co. - Santa Ana, CASenior Tax Accountantsince Jan 2013Baker and Company Tax Accounting AdvisorJan 2008 - Dec 2012
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Michele Carmeli Irvine, CA

Professions & Specialties

Trial Lawyer • Fiduciary • Lawyers • Trust Law Attorney • Partner • Chief Executive • Property Manager • Real Estate Manager

Experience & Education

Position:
Partner at Serbin & Carmeli, Attorneys at Law
Location:
Irvine, California
Industry:
Legal Services
Work history:
Serbin & Carmeli, Attorneys at Law - Irvine, CaliforniaPartnersince Sep 2011Deily Law Firm, APLC - Irvine, CaliforniaAttorneyJan 2007 - Aug 2011
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Melissa Yoon Santa Ana, CA

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyers • Partner • Chief Executive • Master of Science

Experience & Education

Position:
Partner at Katz & Yoon LLP
Location:
Orange County, California Area
Industry:
Law Practice
Work history:
Katz & Yoon LLP - Irvine, CAPartnersince Jun 2012Thomas Whitelaw & Tyler LLP Senior CounselMar 2010 - Jun 2012
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Travis Wilson Santa Ana, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Banker • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Advisor • Property Manager • Real Estate Manager • Sales Representative

Experience & Education

Position:
Senior Mortgage Banker at PacTrust Bank
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
PacTrust Bank - Irvine, CASenior Mortgage Bankersince Jan 2013LPL Retirement Partners - The Salazar, Steer, Thomasy & Ulrich Group AssociateNov 2010 - Dec 2012
Certifications:
Series 7 & 66, FINRA
Broker, CA DRE
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Carol Kuo Irvine, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Financial Services Professional • Portfolio Manager • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Financial Manager

Experience & Education

Position:
Stay-at-home mom at Irvine, CA
Title:
Financial Services Professional
Location:
Irvine, California
Industry:
Financial Services
Work history:
Irvine, CA Stay-at-home momsince Mar 2011Northern Trust - Greater Los Angeles AreaInvestment AssociateFeb 2006 - Mar 2011
Languages:
Mandarin
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Brian Whitney Santa Ana, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chairperson • Chief Executive Officer • Chief Executive • Corporate Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor

Experience & Education

Position:
President & CEO/Chief Investment Strategist at Vestige Wealth Management
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Vestige Wealth Management President & CEO/Chief Investment Strategistsince Jan 2008Compak Asset Management Financial AdvisorApr 2002 - Dec 2007
Skills:
Financial Planning, Wealth Management, Investment Strategies, Investments, Investment Advisory,...
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Loydene Wilcoxson Santa Ana, CA

Professions & Specialties

Fiduciary • Legal Aide • Trust Law Attorney • Lawyers • Paralegal • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
Principal at Wertz & Company, LLP
Location:
Orange County, California Area
Industry:
Accounting
Work history:
Wertz & Company, LLP - Irvine, CAPrincipalsince 2001Powars & Tretheway, A Professional Law Corporation - Long Beach, CALegal AssistantMar 1965 - Jan 2002
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Lori Mcilroy Santa Ana, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Chief Executive

Experience & Education

Position:
Vice President at The VisionLink Advisory Group
Title:
VP at The VisionLink Advisory Group
Location:
Orange County, California Area
Industry:
Management Consulting
Work history:
The VisionLink Advisory Group - Irvine, CAVice Presidentsince Feb 1997
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Abhay Kothari Irvine, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analyst • Advisor • Analysts • Board Member • Management Team Executive • Operations Manager

Experience & Education

Position:
Financial Services Analyst / Advisor at Western Growers Financial Services
Location:
Irvine, California
Industry:
Investment Management
Work history:
Western Growers Financial Services - Irvine, CaFinancial Services Analyst / Advisorsince May 2011
Languages:
Hindi, Gujarati
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Hitu Bhakta Irvine, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Controller • Human Resources Specialist • Recruitment • Computer Software Professional • Software Developers

Experience & Education

Position:
Controller at Innovo Commerce, LLC
Location:
Irvine, California
Industry:
Computer Software
Work history:
Innovo Commerce, LLC - Irivne, CAControllersince Mar 2013LAMB, MORTON, PERLE & GAUTSCHI - Irvine, CAAccountantDec 2008 - Feb 2013
Languages:
Hin
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Cora Schuler Santa Ana, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President of Operations • Operations Manager • Director of Operations • Vice President • Chief Executive • Health Information Manager • Health Services Administrator • Medical Services Manager • Health Services Manager • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Case Manager at La Paz County Public Fiduciary
Title:
VP Operations at Investors Title Co
Location:
Orange County, California Area
Industry:
Insurance
Work history:
La Paz County Public Fiduciary - Parker, ArizonaCase Managersince Jul 2010Alliance Title Company aka Investors - Newport Beach, CaVP Sothern California Operations ManagerApr 2003 - Apr 2010
Skills:
Loans, Underwriting, Real Estate Transactions, Title Insurance, Mortgage Lending, Escrow,...
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Bill Chapman Santa Ana, CA

Professions & Specialties

Law Specialist • Judge • Lawyers • Trust Law Attorney • Partner • Chief Executive • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Non-Profit • Construction • Team Member • Truck Driver • Trucking Professional • Motor Transportation Operator • Motor Vehicle Operator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Partner at Cadden & Fuller, LLP
Location:
Orange County, California Area
Industry:
Law Practice
Work history:
Cadden & Fuller, LLP - Irvine, CaliforniaPartnersince Mar 2013Julander, Brown & Bollard - 9110 Irvine Center Drive, Irvine, California 92618PartnerSep 2010 - Feb 2013
Skills:
Business Litigation, Trial Practice, Commercial Litigation, False Advertising, Negotiation,...
Breach of Fiduciary Duty
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Michael Gustafson Irvine, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Executive Officer • Corporate Executive • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Advisor • Senior Advisor • HR Manager • Deputy Manager • Representative • Bachelor of Science

Experience & Education

Position:
Managing Director at Sperry Van Ness - Renaissance Commercial, Inc.
Title:
Managing Director at Sperry Van Ness - Renaissance Commercial
Location:
Irvine, California
Industry:
Real Estate
Work history:
Sperry Van Ness - Renaissance Commercial, Inc. - Irvine, CaliforniaManaging Directorsince Mar 2013Sperry Van Ness - Irvine, California & Phoenix, ArizonaSenior Investment AdvisorDec 2010 - Feb 2013
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Jeff De Lapp Santa Ana, CA

Professions & Specialties

Trust Law Attorney • Lawyers • Vice President • Treasurer • Chief Executive • Financial Officer • Financial Manager • Correspondent • Reporter • Counselor • Advisor • Operations Manager • Market Research Analyst • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President, Assistant Treasurer at Opus Bank
Location:
Orange County, California Area
Industry:
Banking
Work history:
Opus Bank - Irvine, CAVice President, Assistant Treasurersince Jan 2011East West Bank Treasury ConsultantFeb 2010 - Jan 2011
Skills:
Financial Analysis, Cash Flow Forecasting, Cash Management, Working Capital Management, Process...
Fiduciary
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Hilda Barouti Santa Ana, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Director of Operations • Operations Manager • Team Leader • Chief Executive • Human Resources Specialist • Recruitment • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Administrator

Experience & Education

Title:
Banking Operations Specialist
Location:
Orange County, California Area
Industry:
Banking
Work history:
Charles Fish Investments, Inc. - Irvine, CaliforniaChief Operations OfficerAug 2012 - Mar 2013Federal Deposit Insurance Corp. (FDIC) - Irvine, CAResolutions & Receiverships Specialist - Operations/ClaimsMay 2009 - Jan 2012
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Mark Fragola Santa Ana, CA

Professions & Specialties

Trust Law Attorney • Lawyers • Project Manager • Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Marketing Director • Project Managers • Financial Manager • Chief Executive • Market Analyst • Market Research Analyst • Managers • Loan Officers • Real Estate Sales Agent • Operations Manager • Sales Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Portfolio Manager at Ranscapes
Title:
Project Manager at Ranscapes
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Ranscapes - Orange County & Inland EmpirePortfolio Managersince Jun 2012Amber Property Management - Mission Viejo, CAMarketing DirectorNov 2010 - Jan 2012
Certifications:
Asbestos Supervisor Certification
..of Directors in fulfilling their fiduciary duties while ensuring adherence and enfo..
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