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Fiduciarys in California

Fiduciarys in Malibu, CA

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Here is a complete directory of nearly every available Fiduciarys in Malibu, CA.

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5 results found

Amy Banker Malibu, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director of Client Services & Operations at Pension Architects - CA
Title:
Director of Client Services & Operations
Location:
Malibu, California
Industry:
Financial Services
Work history:
Pension Architects - CA - Malibu, CADirector of Client Services & Operationssince Feb 1999
Skills:
Series 7, Series 63, Accredited Investment Fiduciary (AIF), 401k
Full Profile

Sara Burton Los Angeles, CA

Professions & Specialties

Law Specialist • Associate Attorney • Lawyers • Law Clerk • Fiduciary • Judicial Law Clerk • Trust Law Attorney • Researcher • Survey Researcher • Dean • Religious Activities Directors • Higher Education Professional • School Administrator • Educational Manager • Master of Business Administration

Experience & Education

Position:
Attorney at Pettit Kohn Ingrassia & Lutz PC
Location:
Greater Los Angeles Area
Industry:
Law Practice
Work history:
Pettit Kohn Ingrassia & Lutz PC - Greater Los Angeles AreaAttorneysince Mar 2013Bremer Whyte Brown & O'Meara - Woodland Hills, CAAssociate AttorneyJul 2011 - Feb 2013
Skills:
Civil Litigation, Litigation, Legal Research, Legal Writing, Negotiation, Court Appearances,...
Languages:
French, Spanish
Full Profile

Christopher Arotin Los Angeles, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Director • Owner • Operations Manager • Chief Executive • School Principal • School Administrator • Educational Manager • Tax Consultant • Tax Accountant • Supervisor • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member • Group Fitness Instructor • Health and Fitness Teacher • Sports Trainer • Sports Trainers • Agent • Sales Representative • Wellness and Fitness • Student Worker

Experience & Education

Position:
Principal at HPM Partners, Director of Participant Support at Pension Architects - CA, Tax...
Title:
Director of Partcipant Support
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
HPM Partners - Malibu, CAPrincipalsince Jan 2013Pension Architects - CA - Malibu, CADirector of Participant Supportsince May 2008
Skills:
Microsoft Excel, Financial Analysis, Compliance, Investments, Financial Modeling, Securities, Asset ...
Certifications:
Series 7 & 66, FINRA
IRS Enrolled Agent (EA), Internal Revenue Service
Full Profile

John Double San Francisco, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Relationship Manager • Client Service Officer • Agent • Account Service Manager • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Software Tester • Computer Specialist

Experience & Education

Position:
Client Relationship Manager at Pension Architects
Location:
San Francisco, California
Industry:
Financial Services
Work history:
Pension Architects - Malibu, CAClient Relationship Managersince Mar 2011AIG SunAmerica - Woodland Hills, CAFinancial Service RepresentativeJul 2010 - Mar 2011
Certifications:
Series 7, FINRA
Series 66, FINRA
Full Profile

Teresa Harvey Chicago, IL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Employment Assistant • Employee Placement Specialist • Recruitment • Receptionist • Front Desk Clerk • Supporting Member • Front Office Receptionist • Team Member • Banker • Financial Services Professional • Financial Services Sales Agent • Clinical Data Management Professional • Health Information Specialist • Healthcare Support

Experience & Education

Work

Company:
Covenant trust company
Personal trust assistant
Company:
Skidmore, ownings & merrill - Chicago, IL
Human resources assistant
Full Profile

Fiduciarys near Malibu, CA0165330495660825Los AngelesSanta MonicaVan NuysWoodland HillsThousand OaksCalabasasVenicePacific PalisadesCamarilloNorthridge


Fiduciarys around Malibu, CA

Calabasas  (6)
Camarillo  (3)
Fillmore  (2)
Los Angeles  (823)
Northridge  (2)
Oxnard  (1)
Santa Monica  (25)
Thousand Oaks  (16)
Van Nuys  (18)
Venice  (5)

Fiduciarys in California

Sub-specializations

Fiduciary  (6)