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Fiduciarys in California

Fiduciarys in Long Beach, CA

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28 results found

Henry Latorraca Long Beach, CA

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyers • School Principal • School Administrator • Educational Manager • Construction • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Office:
Union Bank Building, 400 Oceangate, Suite 700, Long Beach, CA
Specialties:
Business Litigation, Contracts
ISLN:
905607519
Admitted:
1976
Full Profile

Jennifer Lumsdaine Long Beach, CA

Professions & Specialties

Paralegal • Litigation Support Specialist • Fiduciary • Trust Law Attorney • Lawyers • Associate Professor • Lecturer • Postsecondary Teacher • Partner • Chief Executive • Juris Doctor • Bachelor of Arts

Experience & Education

Company:
Tredway Lumsdaine & Doyle LLP
Address:
3900 Kilroy Airport Way Suite 240, Long Beach, CA 90806 - Property Information
Phone:
(562) 923-0971 (Office), (877) 923-0971 (Office)
Specialties:
Litigation - 30%
Trusts - 25%
Licenses:
California - Active     2004
Experience:
Attorney at Tredway, Lumsdaine & Doyle, LLP     2005-present
Adjunct Professor in Paralegal Department at Cerritos College     2007-2009
School:
Loyola Law School     2004
Degree:
JD - Juris Doctor - Law
School:
University of California at Berkeley     2000
Degree:
BA - Bachelor of Arts
Languages:
English
Awards:
Rising Stars - SuperLawyers     2013
Top Women Attorneys - SoCal Outstanding Young Lawyers     2013
Associations:
PFAC - Affiliate Member     2013-present
Downey Family YMCA - Board of Trustees     2011-present
Full Profile

Augustine Vargas Long Beach, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Company:
LAW OFFICE OF AUGUSTINE H. VARGAS
Address:
1 World Trade Ctr Ste 800, Long Beach, CA 90831 - Property Information
Phone:
(562) 787-4678 (Office)
Specialties:
Probate - 50%(31 years, 350+ cases)
Unknown - 50%
Licenses:
California - Active     1991
School:
Western State University College of Law     
Degree:
law
School:
California St Univ Fullerton     
Degree:
undergraduate
Languages:
Spanish
Full Profile

Richard Hoting Long Beach, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Computational Scientist • Computer Scientists • Certified Public Accountant • Income Tax Preparer • Accounting Bookkeeper • Bookkeeper • Tax Preparer • Tax Accountant • Master of Business Administration • Juris Doctor • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Office:
Taubman, Simpson, Young & Sulentor A Professional Corporation
One World Trade Center, Suite 400, Long Beach, CA 90831
Phone:
(562) 436-9201 (Phone), (562) 590-9695 (Fax)
Specialties:
Taxation, Trusts and Estates
ISLN:
913918980
Admitted:
1996, California
Biography:
Member, California Society of Certified Public Accountants; American Institute of Certified Public...
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Khushbu Doshi Long Beach, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Accountant • Accounting Bookkeeper • Financial Analyst • Accounts Payable • Accounts Payable Specialist • Finance and Accounting Specialist • Tax Preparer • Account Manager • Bookkeeper • Tax Accountant • Assessor • Public Records Assessor • Project Manager • Counselor • Advisor • Project Managers

Experience & Education

Position:
SENIOR ACCOUNTANT/ FINANCIAL ANALYST at SBMG, LLC. (formerly knowsn as Marwaha group Inc)
Title:
Senior Accountant / Tax and Accounting Professional
Location:
Long Beach, California
Industry:
Accounting
Work history:
SBMG, LLC. (formerly knowsn as Marwaha group Inc) - Anaheim, CASENIOR ACCOUNTANT/ FINANCIAL ANALYSTsince Jul 2011NADADUR VARDHAN INC - Santa Monica, CACONSULTANT - TAX AND FINANCIAL SERVICESOct 2010 - May 2011
Languages:
English, Hindi, Marathi, Gujarati
Full Profile

Karen Fritz Long Beach, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Position:
Professional Licensed Fiduciary at Trusted Care Fiduciary Services
Title:
Profesional Licensed Fiduciary - Trusted Care Fiduciary Services
Location:
Long Beach, California
Industry:
Public Policy
Work history:
Trusted Care Fiduciary Services - Los Angeles, Orange and Riverside CountiesProfessional Licensed Fiduciarysince Jan 2009
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Stephanie Adams Long Beach, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Senior Vice President • Director • Manager • Vice President • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Administrative Officer • Corporate Executive • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Pastoral Worker • Investor • Clergy • Services Professional • Account Service Manager • Client Service Officer • Sales and Service Specialist • Sales Agent • Sales Representative • Master of Business Administration • Bachelor of Business Administration • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Customer Service

Experience & Education

Position:
California Trust Center Director at Wells Fargo
Title:
Senior Vice President & California Trust Center Director at Wells Fargo
Location:
Long Beach, California
Industry:
Financial Services
Work history:
Wells Fargo - Long Beach, CACalifornia Trust Center Directorsince Jul 2012Wells Fargo Bank Regional Fiduciary Manager2011 - Jul 2012
Skills:
Investments, Wealth Management, Strategic Financial Planning, Financial Services, Investment...
Certifications:
Certified Trust and Financial Advisor, Institute of Certified Bankers
Chartered Mutual Fund Counselor, College for Financial Planning
Full Profile

James Haskins Long Beach, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Manager • Operations Manager • Sports Trainer • Sports Trainers • Guide • Tour Guide • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Chief Executive • Tax Accountant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Sales Agent • Sales Representative • School Administrator • Educational Manager

Experience & Education

Position:
Trust Team Manager at Wells Fargo
Location:
Long Beach, California
Industry:
Financial Services
Work history:
Wells Fargo - Long Beach, CATrust Team Managersince Jan 2012Wells Fargo - Jacksonville, Florida AreaSenior Trust and Fiduciary SpecialistJun 2010 - Jan 2012
Full Profile

Dellanira Moriel Long Beach, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Work

Company:
Providence community services
Office staff
Company:
Wells fargo bank, n.a 1997 - 2009
Trust officer, avp
Full Profile

John Werner Los Angeles, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Vice President • Board Member • Operations Manager • Chief Executive • Management Team Executive • Volunteer • Non-Profit

Experience & Education

Position:
SVP & National Manager, Philanthropic Services Administration at Wells Fargo Bank, Vice...
Title:
Senior Financial Services Manager with Extensive Fiduciary, Nonprofit and Retirement Experience
Location:
Greater Los Angeles Area
Industry:
Banking
Work history:
Wells Fargo Bank - Long Beach, CASVP & National Manager, Philanthropic Services Administrationsince Dec 2009California Aquatic Therapy & Wellness Center, Inc. - Long Beach, CAVice President, Board of Directors - Volunteersince Jan 2009
Full Profile

Allan Shuldiner Los Angeles, CA

Professions & Specialties

Legal Counseling Officer • Fiduciary • Jurist • Legal Counsel • Trust Law Attorney • Lawyers • Law Specialist • Paralegal • Supporting Member • Construction • Team Member • Personal Care Aide • Analysts • Juris Doctor • Bachelor of Arts • Editor • Government Administration Professional • Survey Researcher • Community Service Manager

Experience & Education

Title:
Legal Services Professional
Location:
Greater Los Angeles Area
Industry:
Legal Services
Work history:
Reich, Adell & Cvitan - Los Angeles, CAAssociateJul 2010 - Sep 2012California Political Law, Inc. - Long Beach, CAAttorneyApr 2009 - Jul 2010
Skills:
Litigation, Legal Research, Legal Writing, Civil Litigation, Intellectual Property, Corporate Law,...
Full Profile

Matt Roberts Los Angeles, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Banker • Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Trust & Fiduciary Specialist at wells fargo bank
Location:
Greater Los Angeles Area
Industry:
Banking
Work history:
Wells fargo bank - Long Beach, CaTrust & Fiduciary Specialistsince May 2010Wells Fargo Bank - Long Beach, CaliforniaRegional Private BankerJan 2003 - May 2010
Full Profile

James Scarborough Long Beach, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Analyst • Construction • Analysts • Chief Administrative Officer • Chief Executive • Deputy Manager • Operations Manager • Financial Services Sales Agent • Author

Experience & Education

Work

Company:
Christine anderson and associates public relations - Los Angeles, CA
Vice-president
Company:
Yahoo! music - Santa Monica, CA
Playlist analyst
Full Profile

Naomi Rose Long Beach, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Administrative Officer • Chief Executive • Coordinator • Managers

Experience & Education

Work

Company:
Hoa - Huntington Beach, CA
Coordinator, liberty systems (contract)
Company:
Cbre - Los Angeles, CA
Apm,(contract)
Full Profile

Jeffrey Westra Los Angeles, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Construction • Maintenance Manager • Construction Manager • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Contractor • Foreman • Construction Administrator • Fleet Manager • Board Member • Chairperson • Transportation Manager • Logistics Manager • Management Team Executive • Chief Executive • Operations Engineer • Mechanical Engineer • Field Engineer • Mechanical Engineering Professional • Mechanical Engineering • Bachelor of Science • Real Estate Manager • Logistician • Independent Business Owners

Experience & Education

Position:
Logistics Engineering, Construction, & Maintenance Manager at Tesoro
Location:
Greater Los Angeles Area
Industry:
Oil & Energy
Work history:
Tesoro - La Palma, CALogistics Engineering, Construction, & Maintenance Managersince Jun 2013BP - La Palma, CALogistics Engineering, Construction, & Maintenance Manager2011 - 2013
Full Profile

Shawn Mccown Long Beach, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President of Finance • Financial Director • Vice President • Financial Manager • Financial Officer • Chief Executive • Optometrist • Optometry Specialist • Project Managers • Operations Manager • Accounts Receivable • Accounts Payable • Accounts Payable Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Client Service Officer • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Training and Development • Counselor • Business Administrator • Advisor • Bachelor of Science

Experience & Education

Position:
Vice President of Administration and Finance, CFO at Marshall B. Ketchum University, Vice President ...
Title:
Vice President of Finance and Administration, CFO at Marshall B. Ketchum University
Location:
Long Beach, California
Industry:
Accounting
Work history:
Marshall B. Ketchum University - Fullerton, CAVice President of Administration and Finance, CFOsince Jul 2013Southern California College of Optometry - United StatesVice President of Financial Affairs - CFOsince May 2012
Full Profile

Jigar Patel Los Angeles, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Internal Auditor • Financial Analyst • Certified Auditor • Financial Compliance Examiner • Auditor • Tax Preparer • Finance and Accounting Specialist • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Hospital Care Professional • Student Worker • Health Professional • Health Practitioner • Team Member • Advisor

Experience & Education

Position:
Staff Internal Auditor at Molina Healthcare
Title:
Internal Auditor at Molina Healthcare
Location:
Greater Los Angeles Area
Industry:
Accounting
Work history:
Molina Healthcare - Long Beach, CAStaff Internal Auditorsince Apr 2012Amcor Financial AnalystJun 2010 - Apr 2012
Full Profile

Spencer Feist Long Beach, CA

Professions & Specialties

Trust Law Attorney • Lawyers • Accounting Clerk • Accounting Bookkeeper • Bookkeeper • Electrician • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Sales Manager • Operations Manager

Experience & Education

Position:
Staff Accountant at Frazer, LLP, Grip, Electrician, and Lighting at Vidcam HD Equipment And Crew
Title:
Staff Accountant at Frazer, LLP
Location:
Long Beach, California
Industry:
Accounting
Work history:
Frazer, LLP - Brea, CAStaff Accountantsince Aug 2013Vidcam HD Equipment And Crew Grip, Electrician, and Lightingsince Jul 2011
Partnerships and Fiduciary tax write-up and returns
Full Profile

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

Cheryl Kittrell Los Angeles, CA

Professions & Specialties

Trust Law Attorney • Lawyers • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supervisor • Managers • Operations Manager • Property Manager • Real Estate Manager

Experience & Education

Position:
Vice President and Estate Specialist at Wells Fargo
Title:
Senior Trust Officer at Wells Fargo
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Wells Fargo - Newport Beach, CAVice President and Estate Specialistsince Dec 2002Windes and McClaughry - Long Beach, CASupervisor2001 - 2002
Skills:
Estate Administration, Probate, Income Tax, Financial Advisory, Trust Services, Trusts, Wealth,...
Professional Trust and Fiduciary Services
Full Profile

Daniel Rodriguez Long Beach, CA

Professions & Specialties

Trust Law Attorney • Lawyers • Vice President • Chief Executive • Assistant Vice President • Chief Administrative Officer • Bachelors Degree • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Trust Officer at Wells Fargo Bank, N.A.
Title:
Sr. Trust Officer, VP, CTFA, Wells Fargo Bank, N.A.
Location:
Long Beach, California
Industry:
Banking
Work history:
Wells Fargo Bank, N.A. - Long Beach, CaTrust Officersince Jan 1991Wells Fargo Investment Fiduciary Services - Long Beach, CATrust Officer1991 - 2012
Skills:
Trust and Investment management, Estate settlement, Banking, Credit, Investments, Portfolio...
Certifications:
CTFA, ABA
Full Profile

Susan Wig Long Beach, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Agent • Sales Representative • Construction • Philanthrope • Advisor • Non-Profit • Partner • Chief Executive • Property Manager • Real Estate Manager

Experience & Education

Specialties:
REO / Bank Owned, Short sales, Residential sales, Luxury homes, First time home buyers, Distressed properties, Probate, Staging
Work:
Keller Williams
Long Beach, CA
(562) 980-6088 (Phone)
License #01710529
Client type:
Home Buyers, Home Sellers
Property type:
Single Family Home, Condo/Townhome, Multi-family
Interests:
Music, quilting, gingerbread houses, sailing
Awards:
Real Estate Lic, Bronze Award 2012 - Sales
Full Profile

Michael Gammage Long Beach, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Agent • Sales Representative • Investor • Property Manager • Real Estate Manager

Experience & Education

Specialties:
Residential sales, First time home buyers, Property Management
Work:
Nu Age Realty
Long Beach, CA
(562) 444-5152 (Phone)
Certifications:
CCIM in progress
Client type:
Home Buyers, Landlords
Property type:
Single Family Home, Multi-family
About:
Hi. I’m Michael A. Gammage your local Real Estate listing and investment specialist, licensed ...
Full Profile

Jeffrey Jones Sacramento, CA

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyers • Judicial Law Clerk • Owner • Director • Chief Executive • Operations Manager • Entertainment Professional • Entertainer • Reporter • Personal Care Aide • Researcher • Survey Researcher • Property Manager • Real Estate Manager

Experience & Education

Position:
Owner at Law Offices of Jeffrey M. Jones, P.C.
Title:
Owner, Law Offices of Jeffrey M. Jones, P.C.
Location:
Sacramento, California Area
Industry:
Law Practice
Work history:
Law Offices of Jeffrey M. Jones, P.C. - Sacramento, California Area; Phoenix, Arizona AreaOwnersince Oct 1998Deon Taylor Enterprises, LLC - Sacramento, California AreaDirector of Legal AffairsAug 2008 - Jul 2009
Full Profile

Dwight Edwards San Francisco, CA

Professions & Specialties

Trust Law Attorney • Lawyers • Vice President • Team Leader • Chief Executive • Operations Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Vice President & Sr. Personal Trust Officer at City National Bank
Title:
Vice President & Sr. Trust Advisor at City National Trust
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
City National Bank - Personal Trust & Investments, San Francisco, CAVice President & Sr. Personal Trust Officersince Feb 2000City National Bank formerly North American Trust Company - Business Trust & Investments, San Diego, CAVice President & IDA Team LeaderDec 1997 - Jan 2000
Professional Trust and Fiduciary Services
Full Profile

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
Full Profile

Mark Rudzik Santa Ana, CA

Professions & Specialties

Trust Law Attorney • Lawyers • Vice President • Team Leader • Chief Executive • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President, CTFA, Sr. Trust Officer at Wells Fargo Bank
Title:
Vice President at Wells Fargo Bank
Location:
Orange County, California Area
Industry:
Banking
Work history:
Wells Fargo Bank - Long Beach, CAVice President, CTFA, Sr. Trust Officersince Oct 2010Union Bank Vice PresidentAug 2005 - Feb 2010
Fiduciary Services Manager
Full Profile

Jennifer Collins Salt Lake City, UT

Professions & Specialties

Trust Law Attorney • Lawyers • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Operations Manager

Experience & Education

Position:
Corporate Trust Account Associate at Wells Fargo Bank Northwest
Title:
Experienced Financial Services Professional
Location:
Greater Salt Lake City Area
Industry:
Financial Services
Work history:
Wells Fargo Bank Northwest - Greater Salt Lake City AreaCorporate Trust Account Associatesince Aug 2012Wells Fargo Contractor-Corporate Trust Lease GroupAug 2010 - Sep 2012
Professional Trust and Fiduciary Services
Full Profile

Fiduciarys near Long Beach, CA0165330495660825Los AngelesTorranceManhattan BeachSan PedroHermosa BeachRedondo BeachHawthorneSouth GateGardenaLomita


Fiduciarys around Long Beach, CA

Gardena  (1)
Hawthorne  (1)
Lomita  (1)
Los Angeles  (823)
San Pedro  (3)
South Gate  (1)
Torrance  (16)

Fiduciarys in California

Sub-specializations

Executor  (2)
Fiduciary  (28)