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Fiduciarys in California

Fiduciarys in Newport Beach, CA

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38 results found

Craig Alexander Newport Beach, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer

Experience & Education

Office:
Self & Bhamre
4400 Macarthur Boulevard, Suite 320, Newport Beach, CA
Specialties:
Estate Planning, Fiduciary Law
ISLN:
909501615
Admitted:
1977
Full Profile

John Cannon Newport Beach, CA

Professions & Specialties

Criminal Defense Lawyer • Defense Attorney • Lawyer • Judicial Law Clerk • District Court Judge • Commissioner • Receivership • Fiduciary • Judge • Mediator • Bankruptcy Attorney • Financial Regulation Attorney • Trust Law Attorney • Psychologist • Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Chief Executive Officer • Board Member • Financial Director • Chief Executive • Operations Manager • Corporate Executive • Management Team Executive • Financial Officer • Financial Manager • Contractor • Investor • Recognition • Counselor • Advisor • DB Administrator • Software Engineer • Database Administration Professional • Database Administrator • Software Developers • Dean • Higher Education Professional • School Administrator • Educational Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Ensign • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Psychology Specialist

Experience & Education

Office:
Stradling Yocca Carlson & Rauth A Professional Corporation
660 Newport Center Drive, Suite 1600, Newport Beach, CA 92660
Phone:
(949) 725-4107 (Phone)
Specialties:
Securities Litigation and Enforcement, False Claims Act/Qui Tam Defense
ISLN:
901487092
Admitted:
1990, California, United States District Court - Central District of California
Biography:
John F. Cannon is chair of Stradling's litigation practice.

Mr. Cannon represents...
Full Profile

Marc Schneider Newport Beach, CA

Professions & Specialties

Criminal Defense Lawyer • Defense Attorney • Lawyer • Fiduciary • Of Counsel • Jurist • Legal Counsel • Judicial Law Clerk • Trust Law Attorney • Financial Director • Chairman of the Board • Board Member • Director • Chief Executive Officer • Financial Officer • Financial Manager • Chairperson • Chief Executive • Management Team Executive • Operations Manager • Corporate Executive • School Principal • Dean • School Administrator • Educational Manager • Higher Education Professional • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Agent • Sales Agent • Sales Representative • Entertainment Professional • Entertainer • Security • Contractor • Investor • Independent Business Owners

Experience & Education

Office:
Stradling Yocca Carlson & Rauth A Professional Corporation
660 Newport Center Drive, Suite 1600, Newport Beach, CA 92660
Phone:
(949) 725-4137 (Phone)
Specialties:
Business Litigation, Antitrust and Unfair Competition
ISLN:
913162970
Admitted:
1997, New York, 2001, California
Biography:
Marc J. Schneider is a shareholder in Stradling's securities litigation practice. He also serves as ...
Full Profile

William Manderson Newport Beach, CA

Professions & Specialties

Lawyer • Fiduciary • Trust Law Attorney

Experience & Education

Company:
Manderson Schafer & Mckinlay LLP
Address:
4675 Macarthur Ct, Newport Beach, CA 92660 - Property Information
Specialties:
Mergers / Acquisitions - 40%(24 years, 50+ cases)
Securities Offerings - 25%(24 years, 50+ cases)
Licenses:
California - Active     2000
Experience:
Attorney at Paul, Hastings, Janofsky & Walker LLP     2004-2009
Attorney at Sangra Moller LLP     2002-2004
School:
Univ of California Santa Barbara     
Degree:
undergraduate
School:
UCLA SOL     
Degree:
law
Associations:
Association for Corporate Growth - Secretary--Orange County Chapter     2011-present
Surf Industry Manufacturers Association - General Counsel     2009-present
Full Profile

Jason Anderson Newport Beach, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Construction • Contractor • Director • Owner • Founder • Chief Executive • Operations Manager • Founding Member • Sales Person • Sales Representative • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper

Experience & Education

Office:
Stradling Yocca Carlson & Rauth A Professional Corporation
660 Newport Center Drive, Suite 1600, Newport Beach, CA 92660
Phone:
(949) 725-4233 (Phone)
Specialties:
Business Litigation, Antitrust and Unfair Competition
ISLN:
900154674
Admitted:
1994, California, United States District Court - Central District of California
Biography:
Jason Anderson is a shareholder in Stradling's business litigation and securities litigation...
Full Profile

Marc Winthrop Newport Beach, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Moderator • Advisor • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Office:
Winthrop Couchot Professional Corporation
660 Newport Center Drive, Fourth Floor, Newport Beach, CA 92660
Phone:
(949) 720-4110 (Phone), (949) 278-9100 (Cell), (949) 720-4111 (Fax)
Specialties:
Bankruptcy Reorganization, Workouts
ISLN:
902682229
Admitted:
1974, California
Biography:
Order of the Coif. Member, University of California at Los Angeles Law Review, 1972 -1974....
Full Profile

Stephen Ram Newport Beach, CA

Professions & Specialties

Law Clerk • Fiduciary • Judicial Law Clerk • Trust Law Attorney • Lawyer • Sports Trainer • Sports Trainers • Director • Operations Manager • Contractor • School Principal • School Administrator • Educational Manager • Entertainment Professional • Entertainer • Independent Business Owners

Experience & Education

Office:
Stradling Yocca Carlson & Rauth A Professional Corporation
660 Newport Center Drive, Suite 1600, Newport Beach, CA 92660
Phone:
(949) 725-4102 (Phone)
Specialties:
Business Litigation, Antitrust and Unfair Competition
ISLN:
919063462
Admitted:
2005, California, United States District Court - Central District of California
Biography:
Stephen L. Ram is a shareholder in Stradling's business litigation and securities litigation...
Full Profile

Robert Legate Newport Beach, CA

Professions & Specialties

Trust Law Attorney • Lawyer • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Chairperson • Chief Executive

Experience & Education

Company:
Legate Law Corporation
Address:
East Tower 5000 Birch Street, Suite 405, Newport Beach, CA 92660 - Property Information
Phone:
(949) 724-1770 (Office), (949) 724-1717 (Fax)
Specialties:
Probate - 30%(22 years)
Litigation - 30%(42 years)
Licenses:
California - Active     1980
Experience:
President at Legate Law Corporation     2009-present
Partner at Legate, Law & Campbell, LLP     2007-2009
School:
California St Univ Long Beach     
Degree:
undergraduate
School:
Western State Univ     
Degree:
law
Associations:
Orange County Bar Association, Trusts and Estates Section - Member     2006-present
Orange County Bar Association - Member     2005-present
Full Profile

Richard Goodman Newport Beach, CA

Professions & Specialties

Of Counsel • Trial Lawyer • Fiduciary • Judge • Lawyer • Jurist • Legal Counsel • Trust Law Attorney • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Construction • Counselor • Advisor • Board Member • Director • Management Team Executive • Operations Manager • Ensign

Experience & Education

Office:
Stradling Yocca Carlson & Rauth A Professional Corporation
660 Newport Center Drive, Suite 1600, Newport Beach, CA 92660
Phone:
(949) 725-4109 (Phone)
Specialties:
Business Litigation, Antitrust and Unfair Competition
ISLN:
906988792
Admitted:
1971, California, United States District Court - Central District of California
Biography:
Richard C. Goodman is of counsel to Stradling's business litigation practice.

Mr....
Full Profile

Daryl Miller Newport Beach, CA

Professions & Specialties

Lawyer • Trust Law Attorney • Managing Partner • Partner • Chief Executive • Psychologist • Bachelor of Arts • Psychology Specialist

Experience & Education

Company:
Russell & Miller
Address:
4631 Teller Avenue Suite 140, Newport Beach, CA 92660 - Property Information
Specialties:
Business - 35%(28 years, 200+ cases)
Estate Planning - 30%(28 years, 300+ cases)
Licenses:
California - Active     1995
Experience:
Managing Partner at Russell & Miller, LLP     2004-present
School:
Stanford University     
Degree:
BA - Bachelor of Arts - Economics
School:
Santa Clara University School of Law     
Awards:
Five Star Wealth Manager - Orange Coast Magazine     2012
Associations:
State Bar of California - Member

My emphasis is on client satisfaction. Please feel free to contact me for your business and estate...

Full Profile

Jim Hayes Newport Beach, CA

Professions & Specialties

Attorney At Law • Of Counsel • Mediator • General Counsel • Fiduciary • Law Specialist • Lawyer • 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

Munni Krishnan Santa Ana, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • 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

Todd Bouton Newport Beach, CA

Professions & Specialties

Fiduciary • District Court Judge • Trust Law Attorney • Lawyer • Judge • Juris Doctor • Editor

Experience & Education

Office:
Call & Jensen A Professional Corporation
610 Newport Center Drive, Suite 700, Newport Beach, CA 92660
Phone:
(949) 717-3000 (Phone)
Specialties:
Business Litigation, Unfair Competition
ISLN:
918496544
Admitted:
2004, California
Biography:
Todd C. Bouton joined Call & Jensen in 2010. Prior to joining Call & Jensen, Mr. Bouton practiced...
Full Profile

Karlylle Schwartze Santa Ana, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Partner • Chief Executive • Controlling Specialist • Finance and Accounting Specialist • Controller • Operations Manager • Reviewer • Philanthrope • Non-Profit • Bachelor of Arts • Student Worker • Sales Representative • Property Manager • Real Estate Manager

Experience & Education

Position:
CPA at Legacy Partners, Costa Mesa, California
Title:
CPA, Legacy Partners
Location:
Orange County, California Area
Industry:
Accounting
Work history:
Legacy Partners, Costa Mesa, California CPAsince Jan 2011Legacy Advisors, LLP PartnerJan 2003 - Dec 2010
Languages:
Chinese, Tagalog
Full Profile

Peter Wucetich Santa Ana, CA

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyer • Partner • Chief Executive • Psychologist • Psychology Specialist

Experience & Education

Position:
Partner at Stuart Kane LLP
Location:
Orange County, California Area
Industry:
Law Practice
Work history:
Stuart Kane LLP - Newport Beach, CAPartnersince Jul 2013Stradling Yocca Carlson & Rauth ShareholderJan 2011 - Jul 2013
Full Profile

Pete West Newport Beach, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Manager • Chairperson • Operations Manager • Project Managers • Chief Executive • Project Manager • Construction

Experience & Education

Position:
Parking Services Manager at Ace Parking Management
Title:
Project Management
Location:
Newport Beach, California
Industry:
Accounting
Work history:
Ace Parking Management - Pacific Financial Plaza at Newport CenterParking Services Managersince Jun 2009All-West Neon Company - Santa Ana, CAPresidentJan 1999 - Jun 2009
Full Profile

David Hornung Newport Beach, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President, Sr. Fiduciary Advisory Specialist at Wells Fargo The Private Bank, Business...
Title:
Sr. Fiduciary Advisory Specialist
Location:
Newport Beach, California
Industry:
Financial Services
Work history:
Wells Fargo The Private Bank - Newport Beach, CAVice President, Sr. Fiduciary Advisory Specialistsince Jun 2008Wells Fargo, The Private Bank - Newport Beach, CABusiness Succession Specialistsince Jun 2008
Full Profile

Cora Schuler Santa Ana, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • 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,...
Full Profile

Kevin Maloney Santa Ana, CA

Professions & Specialties

Trust Law Attorney • Lawyer • Board Member • Co-Founder • Chief Executive Officer • Partner • Management Team Executive • Operations Manager • Founder • Founding Member • Chief Executive • Corporate Executive • Security • Leader • Managers • Entertainment Professional • Entertainer • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Marketing Manager • Compliance Manager • Organization Management • Bachelor of Arts • Market Analyst • Market Research Analyst • Financial Compliance Examiner • Auditor • School Administrator • Educational Manager • Nurse • Nurse Practitioner

Experience & Education

Position:
Board Member at Gen Next, Co-Founder & CEO at QuantumSphere, Inc.
Title:
Capital Raising, Strategic Partnerships, Business Development, Brand Activation / Lead Generation, Marketing Strategy
Location:
Orange County, California Area
Industry:
Electrical/Electronic Manufacturing
Work history:
Gen Next - Newport BeachBoard Membersince 2006QuantumSphere, Inc. - Santa Ana, CACo-Founder & CEOsince Oct 2002
FACM provides investment advisory and fiduciary services for individuals
Full Profile

Phil Matheson Santa Ana, CA

Professions & Specialties

Trust Law Attorney • Lawyer • Vice President • Chief Executive • Human Resources Specialist • Recruitment • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Operations Manager • Financial Manager • Puchasing and Estimating Manager • Information Technology Specialist • IT Specialist • Regional Sales Consultant • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Area Manager • Managers

Experience & Education

Position:
VP of Retirement Services at The Centennial
Title:
VP of Retirement Services at The Centennial Group
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
The Centennial - Costa MesaVP of Retirement Servicessince Mar 2010Wells Fargo Advisors, LLC - Newport Beach, CAFinancial AdvisorAug 2007 - Mar 2010
Languages:
Spanish
Certifications:
Accredited Investment Fiduciary, FI360
Full Profile

Cyrus Safa Santa Ana, CA

Professions & Specialties

Attorney At Law • Law Specialist • Law Clerk • Lawyer • Judicial Law Clerk • Security • Chief Administrative Officer • Chief Executive • Computer Scientists

Experience & Education

Position:
Attorney at Law Offices of Lawrence D. Rohlfing
Title:
Social Security Disability Appeals Attorney
Location:
Orange County, California Area
Industry:
Law Practice
Work history:
Law Offices of Lawrence D. Rohlfing - Sante Fe Springs, CAAttorneysince Mar 2012The Law Offices of Heidi Klippel - San Diego, CaLaw ClerkSep 2010 - Apr 2011
..issues ranging from breach of fiduciary duty
Full Profile

Dan Long Santa Ana, CA

Professions & Specialties

Fiduciary • Conservator • Trust Law Attorney • Lawyer • Director • Operations Manager • Project Managers • Project Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Owner • Chief Executive • Community Service Manager • Construction • Team Member • Bachelor of Science • Government Administration Professional • Design Expert

Experience & Education

Position:
Director/Receiver at Cordes & Company
Title:
Cordes & Company
Location:
Orange County, California Area
Industry:
Judiciary
Work history:
Cordes & Company - Newport Beach, CADirector/Receiversince Jan 2011Paladin Asset Preservation & Management, Inc. - Irvine, CADirector/ReceiverJan 2009 - Jan 2011
Skills:
Land Development, Real Estate Development, Project Management, Real Estate, Microsoft Excel, Land...
Full Profile

Ari Polychronopoulos Santa Ana, CA

Professions & Specialties

Vice President • Chief Executive • Marketing Manager • Relationship Manager • Account Service Manager • Client Service Officer • Product Specialist • Leader • Construction • Senior Analyst • Managers • Analyst • Analysts • Customer Service

Experience & Education

Position:
Relationship Manager at Research Affiliates
Title:
Vice President, Relationship Manager/Product Specialist
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
Research Affiliates - Newport Beach, CARelationship Managersince Jul 2008Indymac Bank - Pasadena, CASenior AnalystJul 2006 - Jul 2008
Skills:
Portfolio Management
Certifications:
Chartered Financial Analyst (CFA), CFA Institute
..to assist them with fulfilling their fiduciary responsibility
Full Profile

Dan Filippi Santa Ana, CA

Professions & Specialties

Trust Law Attorney • Lawyer • Vice President • Assistant Vice President • Banking Center Manager • Chief Executive • Banking Manager • Financial Officer • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Vice President, Senior Trust Officer at US Trust Bank of America Private Wealth Management
Title:
Trust Officer at US Trust
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
US Trust Bank of America Private Wealth Management - Newport Beach, CAVice President, Senior Trust Officersince Jun 2005Bank of America Assistant Vice President, Banking Center ManagerJan 2004 - Jun 2005
Professional Trust and Fiduciary Services
Full Profile

Laila Pence Santa Ana, CA

Professions & Specialties

Lawyer • Chairperson • Chief Executive • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Pence Wealth Management
Title:
President, Pence Wealth Management
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Pence Wealth Management - Newport Beach, CAPresidentsince Oct 1981
Certifications:
Certified Financial Planner
Accredited Investment Fiduciary® (AIF®)
Full Profile

Rich Constantine Santa Ana, CA

Professions & Specialties

Trust Law Attorney • Lawyer • Financial Specialist • Financial Services Professional • Banker • Financial Services Sales Agent • Owner • Chief Executive • Designer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager

Experience & Education

Position:
Sr Mortgage Banker at Peoples Bank, Owner / Designer at Ricon Intellect, Inc
Title:
Financial Specialist
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Peoples Bank - Costa Mesa, CASr Mortgage Bankersince Dec 2012Ricon Intellect, Inc - Orange County, CAOwner / Designersince Jun 2006
Negotiate on behalf of fiduciary
Full Profile

Robert Deane Newport Beach, CA

Professions & Specialties

Trust Law Attorney • Lawyer • Agent • Sales Representative • Buyers Agent • Puchasing and Estimating Manager • Financial Manager • Buyer • Buyer and Seller • Property Manager • Real Estate Manager

Experience & Education

Specialties:
Buyer's Agent, Relocation, Short-Sale, Consulting
Work:
Robert Owen Deane Broker
1918 Leeward Lane, Newport Beach, CA 92660
Experience:
40 years years
Licenses:
01881999 (Real Estate Broker License)
my fiduciary responsibilities are to you alone
Full Profile

Matt Smith Newport Beach, CA

Professions & Specialties

Trust Law Attorney • Lawyer • Agent • Sales Representative • Client Service Officer • Customer Service • Property Manager • Real Estate Manager

Experience & Education

Work:
Inspira Group, Inc
Newport Beach, CA
(949) 293-6022 (Phone)
About:
Over 25 years of experience and a reputation as a hard-working real estate agent has helped Matt...
I provide my clients with the fiduciary responsibilities of confidentiality
Full Profile

Mary Jo Hatch Dallas, TX

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Chief Executive Officer • Board Member • Corporate Executive • Chief Executive • Management Team Executive • Operations Manager • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Human Resources Specialist • Recruitment • Account Manager • Army Lieutenant Colonel

Experience & Education

Position:
Executive Director at CARES
Location:
Dallas/Fort Worth Area
Industry:
Insurance
Work history:
CARES - Fort Worth, TexasExecutive Directorsince Mar 2005Willis - Fort Worth, TexasSenior Account Manager (Employee Benefits)Jan 1998 - Feb 2005
Certifications:
Group Benefits Associate (GBA), IFEBP, Wharton School of the University of Pennsylvania
Full Profile

John Mcdonough Spring, TX

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Advisor • Founder • Chairperson • Chief Executive Officer • Managing Member • General Partner • Board Member • Founding Member • Chief Executive • Corporate Executive • Manager • Operations Manager • Partner • Management Team Executive • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Founder/President and CEO (Managing Member of General Partner) at The Studemont Group, LP,...
Title:
Wealth Preservation and College Funding Advisor
Location:
Spring, Texas
Industry:
Financial Services
Work history:
The Studemont Group, LP - 19221 N I-45, Suite 320, Shenandoah, TX, 77385Founder/President and CEO (Managing Member of General Partner)since Jun 2011Studemont Group College Funding Solutions, LLC - 19221 N I-45, Suite 320, Shenandoah, TX 77385Founder/President and CEOsince Jun 2011
Skills:
Principal protection, Life insurance, Investment Advisory, Annuities, Financial Planning, Estate...
Languages:
Spanish
Full Profile

Tori Roberts Los Angeles, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Supporting Member • Team Member • Accounting Clerk • Accounts Payable • Accounts Payable Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers • Certified Public Accountant • Deputy Director • Manager • District Manager • Deputy Manager • Chief Executive • Operations Manager • Region Manager • Bachelor of Science

Experience & Education

Position:
Assurance Associate at Macias Gini & O'Connell LLP (MGO), Accounting Clerk at MGO
Title:
Assurance Associate at Macias Gini & O'Connell LLP (MGO)
Location:
Greater Los Angeles Area
Industry:
Accounting
Work history:
Macias Gini & O'Connell LLP (MGO) - Newport Beach, CAAssurance Associatesince Jun 2013MGO - City of Temple CityAccounting Clerksince Dec 2012
Skills:
Accounting, Auditing, US GAAP, IFRS, Internal Controls, Customer Service, Payroll, Income Tax,...
Full Profile

Marvin De Jesus Los Angeles, CA

Professions & Specialties

Director • Chief Administrative Officer • Manager • Operations Manager • Chief Executive • Customer Service • Client Service Officer • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Counselor • Advisor

Experience & Education

Position:
Director of Resident Relations at Aimco
Location:
Los Angeles, California
Industry:
Real Estate
Work history:
Aimco Director of Resident Relationssince Mar 2012Irvine Company - Newport Beach, CACertified LCAug 2010 - Mar 2012
Upheld fiduciary obligations to negotiate prices for priv..
Full Profile

Holly Tapia San Diego, CA

Professions & Specialties

Trust Law Attorney • Lawyer • Assistant Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Administrative Officer • Managers

Experience & Education

Position:
Trust Officer and Assistant Vice President at US Trust Bank of America Private Wealth Management
Title:
Trust Officer at US Trust Bank of America Private Wealth Management
Location:
San Diego, California
Industry:
Financial Services
Work history:
US Trust Bank of America Private Wealth Management - San Diego, CATrust Officer and Assistant Vice Presidentsince Jan 2012US Trust Bank of America Private Wealth Management - Newport Beach, CAAssistant Vice President and Trust Administrative Officer2007 - Jan 2012
Professional Trust and Fiduciary Services
Full Profile

Michael Seid San Diego, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Chairperson • Chief Executive Officer • Director • Chief Executive • Corporate Executive • Operations Manager • Analyst • Analysts • Bachelor of Science • Bachelor of Arts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager

Experience & Education

Position:
Chief Executive Officer at Axxcess eBx, Director at Axxcess Healthcare Group, LLC, President at MK...
Title:
President at MK Capital Advisors, LLC
Location:
Greater San Diego Area
Industry:
Investment Management
Work history:
Axxcess eBx Chief Executive Officersince 2012Axxcess Healthcare Group, LLC - Newport Beach, CaDirectorsince Nov 2011
Certifications:
Accredited Investment Fiduciary Analyst, fi360
Full Profile

Cheryl Kittrell Los Angeles, CA

Professions & Specialties

Trust Law Attorney • Lawyer • 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

Leilani Livingston San Diego, CA

Professions & Specialties

Summer Associate • Legal Intern • Paralegal • Student Lawyer • Fiduciary • Law Specialist • Trust Law Attorney • Lawyer • Research Assistant • Researcher • Survey Researcher • Presenter • Editor • Operations Manager

Experience & Education

Position:
Summer Associate at Willis | DePasquale, LLP, Legal Intern at Nobel, Inc., Research Assistant at...
Title:
Summer Associate at Willis | DePasquale, LLP
Location:
San Diego, California
Industry:
Higher Education
Work history:
Willis | DePasquale, LLP Summer Associatesince May 2013Nobel, Inc. - Carlsbad, CALegal Internsince Jan 2013
Languages:
Spanish
Full Profile

Allen Ngo Los Angeles, CA

Professions & Specialties

Supporting Member • Non-Profit • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Associate at Arthur J. Gallagher and Co.
Title:
Associate at Arthur J. Gallagher & Co.
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Arthur J. Gallagher and Co. - Glendale, CAAssociatesince Oct 2010Scottrade - Irvine, CAStockbrokerJun 2009 - Oct 2010
Certifications:
Accredited Investment Fiduciary, fi360
Series 7 & 63, FINRA
Full Profile

Christine Chou San Francisco, CA

Professions & Specialties

Trust Law Attorney • Lawyer • Human Resources Specialist • Recruitment • Supporting Member • Volunteer • Team Member • Non-Profit • Organization Management • Analysts • Information Technology Specialist • IT Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Operations Manager

Experience & Education

Position:
HR Associate at Visa
Title:
HR Associate at Visa Inc.
Location:
San Francisco Bay Area
Industry:
Human Resources
Work history:
Visa - Foster City, CAHR Associatesince Sep 2012Junior Achievement of Southern California VolunteerAug 2012 - Jan 2013
Skills:
Recruiting, PowerPoint, Event Planning, PeopleSoft, Mac OS, Microsoft Office, Employee Benefits,...
and governmental and fiduciary responsibilities
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Fiduciarys near Newport Beach, CA050100150200250Santa AnaIrvineCosta MesaLaguna BeachFullertonAnaheimTustinHuntington BeachSan Juan CapistranoGarden Grove


Fiduciarys around Newport Beach, CA

Anaheim  (9)
Costa Mesa  (42)
Dana Point  (1)
El Toro  (1)
Fullerton  (9)
Garden Grove  (2)
Irvine  (70)
Laguna Beach  (18)
Orange  (2)
Santa Ana  (246)
Tustin  (9)
Westminster  (1)

Fiduciarys in California

Sub-specializations

Fiduciary  (38)