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Fiduciarys in California

Fiduciarys in San Diego, CA

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250 results found

Kathryn Catherwood San Diego, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Investor • Master of Science • Bachelor of Science • Vice President • Director • Chairperson • Chief Executive • Operations Manager

Experience & Education

Office:
Foley & Lardner LLP
3579 Valley Centre Drive, Suite 300, San Diego, CA 92130
Phone:
(858) 647-6723 (Phone)
Specialties:
Bankruptcy & Business Reorganizations, Creditor Committee Representation
ISLN:
901436885
Admitted:
1990, California and Wisconsin, United States Court of Appeals for the Ninth Circuit
Biography:
Kathryn Catherwood is a partner with Foley & Lardner LLP where she focuses in the areas of...
Full Profile

M. Davidson San Diego, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Office:
Henderson, Caverly, Pum & Charney LLP
12750 High Bluff Drive, Suite 300, San Diego, CA 92130
Mailing Address:
12750 High Bluff Drive, Suite 300, San Diego, California, 92130
Phone:
(858) 755-3000 (Phone)
Specialties:
Private Wealth Services, Wealth Planning and Preservation
ISLN:
908003714
Admitted:
1984, California, 1985, District of Columbia
Full Profile

David Hollander San Diego, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Of Counsel • Jurist • Construction • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Office:
Law Office of David J. Hollander
2727 Camino Del Rio South, Suite 211, San Diego, CA 92108
Phone:
(619) 291-9652 (Phone)
Specialties:
Business Litigation, Collections
ISLN:
906414895
Admitted:
1988, California
Biography:
David J. Hollander has over 25 years of legal experience as a trial lawyer, litigator, and business ...
Full Profile

James Hannink San Diego, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Office:
Dostart Clapp & Coveney, LLP
4370 La Jolla Village Drive, Suite 970, San Diego, CA 92122
Phone:
(858) 866-9936 (Phone)
Specialties:
Trust and Probate Litigation, Fiduciary Litigation
ISLN:
906718436
Admitted:
1987, California and U.S. District Court, Southern District of California, 1991, U.S. District Court, Central District of California, U.S. Court of Appeals, Ninth Circuit and U.S. Supreme Court
Biography:
Recipient: American Jurisprudence Award in Civil Procedure; Best Brief Award; Outstanding Appellate ...
Full Profile

Shannon Petersen San Diego, CA

Professions & Specialties

Lawyers • Attorney At Law • Trust Law Attorney • Security • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Construction • Representative • Recognition • Volunteer • Servicer • Speaker • Non-Profit • Spokesperson • Linguist • Author • Language Specialist • Owner • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Presenter • Property Manager • Real Estate Manager

Experience & Education

Office:
Sheppard, Mullin, Richter & Hampton LLP
501 West Broadway, Nineteenth Floor, San Diego, CA 92101
Phone:
(619) 338-6656 (Phone)
Specialties:
Litigation, Class Action Defense
ISLN:
915204005
Admitted:
2000, California, U.S. District Courts for the Southern, Central, Northern, and Eastern Districts of California
Biography:
Shannon Z. Petersen is a partner in the Business Trial Practice Group in the firm's San Diego...
breach of fiduciary duty
Full Profile

Elizabeth Balfour San Diego, CA

Professions & Specialties

Lawyers • Corporate Counsel • Law Specialist • Trust Law Attorney • Judicial Law Clerk • Judge • Legal Counsel • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Tax Preparer • Controller • Tax Accountant • Representative • Volunteer • Non-Profit • School Principal • School Administrator • Educational Manager • Chairperson • Board Member • Vice President • Chief Executive • Management Team Executive • Operations Manager • Agent • Supplier • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • Secretary

Experience & Education

Office:
Sheppard, Mullin, Richter & Hampton LLP
12275 El Camino Real, Suite 200 (Del Mar Heights), San Diego, CA 92130
Phone:
(858) 720-8985 (Phone)
Specialties:
Litigation, Class Action Defense
ISLN:
916484840
Admitted:
2001, California, United States District Court for the Southern District of California
Biography:
Elizabeth S. Balfour is a litigator and works out of the firm's Del Mar Heights (Northern San...
breach of fiduciary duty
Full Profile

Rose Huelskamp San Diego, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Office:
Duckor Spradling Metzger & Wynne A Law Corporation
3043 4Th Avenue, San Diego, CA 92103
Phone:
(619) 209-3066 (Phone)
Specialties:
Employment Litigation, Probate Litigation
ISLN:
918023665
Admitted:
2003, California
Biography:
Rose focuses her practice in advising and representing individuals and corporations in civil...
Full Profile

Paul Tyrell San Diego, CA

Professions & Specialties

Attorney At Law • Fiduciary • City Attorney • Arbitrator • Receivership • Lawyers • Trust Law Attorney • Referee • Judge • Bankruptcy Attorney • Financial Regulation Attorney • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Representative • Contractor • Volunteer • Non-Profit • Mayor • City Manager • Civil Servant • Co-Founder • Director • Partner • Board Member • Chairperson • Founder • Founding Member • Chief Executive • Operations Manager • Management Team Executive • News Anchor • Commercial Announcer • Presenter • School Principal • School Administrator • Educational Manager • Juris Doctor • Independent Business Owners

Experience & Education

Office:
Procopio, Cory, Hargreaves & Savitch LLP
525 B Street, Suite 2200, San Diego, CA 92101
Phone:
(619) 515-3237 (Phone)
Specialties:
Corporate and Commercial Litigation, Trade Secrets
ISLN:
913283439
Admitted:
1997, California, United States District Courts for the Southern and Central Districts of California
Biography:
Professional Summary

Paul A. Tyrell serves as lead trial counsel in complex and...
Full Profile

Alejandro Moreno San Diego, CA

Professions & Specialties

Bankruptcy Attorney • Financial Regulation Attorney • Lawyers • Trust Law Attorney • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Guide • Servicer • Team Member • Tour Guide • Board Member • Owner • Management Team Executive • Operations Manager • Chief Executive • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Office:
Sheppard, Mullin, Richter & Hampton LLP
501 West Broadway, Nineteenth Floor, San Diego, CA 92101
Phone:
(619) 338-6664 (Phone)
Specialties:
Litigation, Class Action Defense
ISLN:
919914740
Admitted:
2008, California, Southern and Northern Districts of California
Biography:
Mr. Moreno is an associate in the Business Trial Practice Group in the firm's San Diego office.
breach of fiduciary duty
Full Profile

Kam Li San Diego, 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
525 B Street, Suite 2200, San Diego, CA 92101
Phone:
(619) 515-3253 (Phone)
Specialties:
Clean Tech, Energy and Climate Change, Intellectual Property Counseling
ISLN:
905454618
Admitted:
1981, California, U.S. Patent and Trademark Office
Biography:
Professional Summary

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

David Speckman San Diego, CA

Professions & Specialties

Fiduciary • Lawyers • Trust Law Attorney • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Supporting Member • Team Member • Business Administrator • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Juris Doctor • Master of Business Administration • Sales Representative • Operations Manager

Experience & Education

Company:
Speckman Law Firm
Address:
1350 Columbia St. Suite 503, San Diego, CA 92101 - Property Information
Phone:
(619) 696-5151 (Office), (619) 696-5196 (Fax)
Specialties:
Personal Injury - 35%(29 years, 500+ cases)
Bankruptcy / Chapter 13 - 30%(29 years, 1,000+ cases)
Licenses:
California - Active     1995
Experience:
Associate at Law Office of Nicholas A. Boylan     1996-2007
District Attorney at San Diego County District Attorney     1995-1996
School:
Univ of San Diego SOL     1995
Degree:
JD/MBA - Juris Doctorate and MBA
School:
Univ of Washington     1992
Degree:
undergraduate - Business Administration - Accounting
Languages:
English, Spanish
Awards:
High Honors - University of San Diego     1995
Associations:
National Association of Consumer Bankruptcy Attorneys      2009-present
American Trial Attorneys Association      1997-present

Mr. Speckman is the sole principal and the lead attorney of Speckman Law Firm, a full service law...

Full Profile

John Alessio San Diego, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Representative • Construction • Business Administrator • Moderator • Advisor • Juris Doctor • Bachelor of Science • Director • Operations Manager

Experience & Education

Office:
Procopio, Cory, Hargreaves & Savitch LLP
525 B Street, Suite 2200, San Diego, CA 92101
Phone:
(619) 525-3899 (Phone)
Specialties:
Class Action, Corporate and Commercial Litigation
ISLN:
910236742
Admitted:
1994, California, U.S. District Court for the Northern, Eastern, Central, and Southern Districts of California
Biography:
Professional Summary

John D. Alessio has counseled companies of all sizes with their...
Full Profile

S. Neal San Diego, CA

Professions & Specialties

Criminal Defense Lawyer • Defense Attorney • Lawyers • Attorney At Law • Fiduciary • Trust Law Attorney • Juris Doctor • Director • Operations Manager • Contractor • Managers • Filmmaker • Cinematographer • Independent Business Owners

Experience & Education

Office:
Procopio, Cory, Hargreaves & Savitch LLP
525 B Street, Suite 2200, San Diego, CA 92101
Phone:
(619) 525-3890 (Phone)
Specialties:
Corporate and Commercial Litigation, Plaintiff's Litigation
ISLN:
913027705
Admitted:
1994, California, 1997, Illinois
Biography:
Professional Summary

Todd Neal is the leader of Procopio's Corporate & Commercial...
Full Profile

David Zachry San Diego, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Certified Nurse Aide • Nurse • Nurse Practitioner • Supporting Member • Representative • Entrepreneur • Business Administrator • Team Member • Managers • Master of Business Administration • Juris Doctor • Operations Manager

Experience & Education

Office:
Procopio, Cory, Hargreaves & Savitch LLP
525 B Street, Suite 2200, San Diego, CA 92101
Phone:
(619) 525-3807 (Phone)
Specialties:
Family Law, Private Client
ISLN:
918343466
Admitted:
2005, California
Biography:
Professional Summary

David M. Zachry focuses his practice on family law. Mr. Zachry is...
Full Profile

Earll Pott San Diego, CA

Professions & Specialties

Criminal Defense Lawyer • Defense Attorney • Lawyers • Attorney At Law • Trust Law Attorney • Partner • Chief Executive • Juris Doctor • Bachelor of Arts • Psychology Specialist • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Address:
550 West C Street Suite 1400, San Diego, CA 92101 - Property Information
Phone:
(619) 232-0800 (Office)
Specialties:
Litigation - 40%(23 years)
White Collar Crime - 35%(23 years)
Licenses:
California - Active     1991
Colorado - Inactive     1995
Experience:
Partner at Coughlan, Semmer, Fitch & Pott     2011-present
Attorney at Coughlan, Semmer & Lipman     2001-2011
School:
Harvard Law School     1988
Degree:
JD - Juris Doctor - Law
School:
Carleton College     1985
Degree:
BA - Bachelor of Arts - Political Science
Languages:
English
Awards:
Super Lawyer (White Collar Criminal Defense) - Southern California Super Lawyers     2014
Top Lawyer - San Diego Magazine     2013
Associations:
San Diego County Indigent Criminal Defense Grant Fund - Board Member     2013-present
American Bar Association - Member     2011-present

My practice is focused on white-collar criminal defense and related matters, complex federal and...

Full Profile

Steven Gnau San Diego, CA

Professions & Specialties

Trust Law Attorney • Lawyers • Defense Attorney • Owner • Chief Executive • Operations Manager • Supporting Member • Business Administrator • Team Member • Certified Nurse Aide • Nurse • Nurse Practitioner • Juris Doctor

Experience & Education

Company:
Gnau & Tamez Law Group LLP
Address:
707 Broadway Suite 1700, San Diego, CA 92101 - Property Information
Phone:
(619) 269-8888 (Office)
Specialties:
Car / Auto Accident - 50%(27 years, 3,000+ cases)
Litigation - 20%(27 years, 800+ cases)
Licenses:
California - Active     1995
Experience:
Owner / Attorney at his own practice established in1995.     1995-present
School:
Univ of Texas     1992
Degree:
Bashelor of Business Administration
School:
California Western SOL     
Degree:
Law - Juris Doctor
Languages:
English
Awards:
Outstanding Trial Lawyer Award - Consumer Attorneys of San Diego     2011
Associations:
Consumer Attorney Association of San Diego

Since obtaining his law license in 1995, Mr. Gnau's focus has been obtaining results for clients as ...

Full Profile

John Hentrich San Diego, CA

Professions & Specialties

General Counsel • Fiduciary • Lawyers • Of Counsel • Jurist • Legal Counsel • Trust Law Attorney • Partner • Executive Vice President • Chairperson • Chief Executive Officer • Chief Executive • Vice President • Corporate Executive • Baker

Experience & Education

Office:
Sheppard, Mullin, Richter & Hampton LLP
12275 El Camino Real, Suite 200 (Del Mar Heights), San Diego, CA 92130
Phone:
(858) 720-8942 (Phone)
Specialties:
Corporate, Capital Markets
ISLN:
906537273
Admitted:
1978, California
Biography:
John Hentrich is a senior partner in the Corporate Practice Group in the firm's Del Mar Heights...
Full Profile

Joseph Fox San Diego, CA

Professions & Specialties

Judge • Arbitrator • General Counsel • Jurist • Legal Counsel • Trust Law Attorney • Lawyers • Referee • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Mayor • City Manager • Civil Servant • Vice President • Chairperson • Board Member • Treasurer • Founding Member • Chief Executive • Management Team Executive • Operations Manager • Financial Officer • Financial Manager • Secretary • Representative • Advisor

Experience & Education

Office:
Murchison & Cumming, LLP
750 B Street, Suite 2550, San Diego, CA 92101
Phone:
(619) 544-6838 (Phone)
Specialties:
Business & Real Estate Transactions, General Liability & Casualty
ISLN:
907312244
Admitted:
1973, California, 1974, U.S. District Court, Southern District of California
Biography:
Joseph Fox is Of Counsel in the San Diego office of Murchison & Cumming, LLP. Mr. Fox serves as...
breach of fiduciary duties
Full Profile

Mark Rackers San Diego, CA

Professions & Specialties

Fiduciary • Attorney At Law • Judge • Trust Law Attorney • Lawyers • Supporting Member • Apprentice • Volunteer • Team Member • Non-Profit • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Presenter • Student Worker

Experience & Education

Office:
Sheppard, Mullin, Richter & Hampton LLP
501 West Broadway, Nineteenth Floor, San Diego, CA 92101
Phone:
(619) 338-6648 (Phone)
Specialties:
Labor and Employment, Mortgage Banking
ISLN:
919602173
Admitted:
2007, California, U.S. District Court for the Southern District of California
Biography:
Mr. Rackers is an associate in the Business Trial practice group in the firm's San Diego office. ...
Full Profile

Matthew Udewitz San Diego, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Counselor • Advisor • Market Analyst • Market Research Analyst • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Master of Business Administration • Biotechnology Professional • Biologist • Biological Scientist • Apprentice • Construction • Team Member • Real Estate Investment Insider • Bachelor of Science • High School Diploma • Researcher • Research Scientist • Survey Researcher • Author • Financial Director • Founder • Partner • Chief Executive • Financial Officer • Financial Manager • Founding Member • Veterinary Technician • Veterinarian Assistant • Animal Doctor • Animal Care Giver • Animal Caretaker • Banker • Financial Services Professional • Financial Services Sales Agent • Data Analyst • Data Entry Specialist • Data Scientist • Model • Master of Ceremonies • Entertainer • Psychologist • Immunologist • Otolaryngologist • Surgical Specialist • Laryngologist • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Disk-Jockey • Presenter • Buyer and Seller • Sales Representative • Category Analyst • Sales Management Analyst • Sales Engineering Specialist • Sales Engineer • Student Worker • Psychology Specialist • Physician

Experience & Education

Position:
Senior Elite Investement Consultant, Apartment Specialist, National Multifamily Practice Group at...
Title:
Senior Elite Investement Consultant at KW Commercial
Location:
Greater San Diego Area
Industry:
Real Estate
Work history:
KW Commercial - La JollaSenior Elite Investement Consultant, Apartment Specialist, National Multifamily Practice Groupsince Jan 2012UCSD Rady School of Business - La JollaMBA Student2009 - 2012
Skills:
Financial Analysis, Financial Accounting, Strategic Financial Planning, Financial Modeling,...
Full Profile

Sean Foldenauer San Diego, CA

Professions & Specialties

Attorney At Law • Lawyers • Trust Law Attorney • School Principal • School Administrator • Educational Manager • Chief Executive • Property Manager • Real Estate Manager

Experience & Education

Company:
Foldenauer Law Group, APLC
Address:
Litigation &Amp; Trial Counsel 2550 Fifth Avenue, Suite 630, San Diego, CA 92103 - Property Information
Phone:
(619) 564-8877 (Office), (619) 564-8879 (Fax)
Specialties:
Lawsuits / Disputes - 50%(27 years)
Personal Injury - 50%(27 years)
Licenses:
California - Active     1997
Experience:
Principal Attorney -- Litigation & Trial Counsel at Foldenauer Law Group, APLC     2007-present
Partner at Frantz, Townsend & Foldenauer LLP     1997-2007
School:
Thomas Jefferson SOL     1996
Degree:
law - Law
School:
California St Univ Northridge     1993
Degree:
undergraduate - Business/Music
Languages:
English
Awards:
A+ Rating - Better Business Bureau     2012
A+ Rating - Better Business Bureau     2011
Associations:
San Diego Consumer Attorneys - Member     2013-present
The Louis M. Welsh American Inn of Court - Barrister     2013-present

Sean M. Foldenauer is a highly-regarded civil litigation and trial attorney. He is the principle...

Full Profile

Mary Cataldo San Diego, CA

Professions & Specialties

Judge • Paralegal • Litigation Support Specialist • Fiduciary • Lawyers • Trust Law Attorney • Speaker • Representative • Volunteer • Spokesperson • Non-Profit • Associate Professor • Lecturer • Postsecondary Teacher • Juris Doctor • Director • Chairperson • Operations Manager • Chief Executive

Experience & Education

Office:
Procopio, Cory, Hargreaves & Savitch LLP
12544 High Bluff Drive, Suite 300, San Diego, CA 92130
Phone:
(760) 931-9700 (Phone)
Specialties:
Litigation, Trusts, Estates, and Probates
ISLN:
900051317
Admitted:
1994, California, Colorado
Biography:
Professional Summary

Mary V.J. Cataldo's practice emphasizes complex business...
Full Profile

Douglas Lytle San Diego, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Volunteer • Non-Profit • Chairperson • Chief Executive • Acrobat

Experience & Education

Office:
Duckor Spradling Metzger & Wynne A Law Corporation
3043 4Th Avenue, San Diego, CA 92103
Phone:
(619) 209-3055 (Phone)
Specialties:
Commercial Litigation, Real Property Litigation
ISLN:
910144351
Admitted:
1995, California
Biography:
Douglas advises and represents businesses and individuals in resolving disputes, and enforcing and...
Full Profile

Dawn Cunneen San Diego, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Representative • Coordinator • Philanthrope • Volunteer • Guide • Speaker • Managers • Non-Profit • Tour Guide • Spokesperson • Partner • Board Member • Chairperson • Chair of Committee • Founding Member • Founder • Chief Executive • Management Team Executive • Operations Manager • Associate Professor • Lecturer • Postsecondary Teacher • Master of Ceremonies • Entertainer • Author

Experience & Education

Office:
Duane Morris LLP
750 B Street, Suite 2900, San Diego, CA 92101
Phone:
(619) 744-2230 (Phone), (619) ***-**** (Phone)
Specialties:
Estate Planning and Administration, Trust and Estate Litigation
ISLN:
901147637
Admitted:
1992, California, 1995, Minnesota
Biography:
Dawn M. Hall Cunneen focuses her practice in estate planning, estate adminstration and estate...
Full Profile

Jason Ohta San Diego, CA

Professions & Specialties

Criminal Defense Lawyer • Law Clerk • Fiduciary • Defense Attorney • Lawyers • Judicial Law Clerk • Trust Law Attorney • Editor • Representative • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Environmental Services Professional • Senior Associate • Environmentalist • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Office:
Duane Morris LLP
750 B Street, Suite 2900, San Diego, CA 92101
Phone:
(619) 744-2235 (Phone), (619) ***-**** (Phone)
Specialties:
Corporate Governance, Environmental Litigation
ISLN:
915981548
Admitted:
2000, California
Biography:
Jason M. Ohta is special counsel and a member of the White-Collar Criminal Defense, Corporate...
Full Profile

Davina Bloom San Diego, CA

Professions & Specialties

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

Experience & Education

Company:
Olins, Riviere, Coates, and Bagula
Address:
2214 2Nd Avenue, San Diego, CA 92101 - Property Information
Phone:
(619) 272-4235 (Office)
Specialties:
Employment / Labor - 35%(18 years)
Business - 30%(17 years)
Licenses:
California - Active     2005
Experience:
Litigation at Olins, Riviere, Coates, and Bagula     2012
Associate Attorney at Taylor Anderson LLP     2010-2012
School:
California Western SOL     2004
Degree:
Juris Doctor - Law
School:
Univ of Florida     2001
Degree:
Bachelor of Arts - Sociology
Languages:
English
Awards:
Wiley W. Manuel Award - The State Bar of California     2004
Associations:
Lawyers Club of San Diego - Member     2012-present
San Diego County Bar Association      2005-present

Davina Bloom has litigated an array of cases to positive conclusion, including (but not limited...

Full Profile

Louis Mancuso San Diego, CA

Professions & Specialties

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

Experience & Education

Company:
The Law Office of Louis J. Mancuso
Address:
The Hotel Senator Bldg. 105 West F Street, 2Nd Fl., San Diego, CA 92101
Phone:
(619) 208-1885 (Mobile)
Company:
Law Office of Louis J. Mancuso
Address:
4835 Saratoga Avenue No. 8, San Diego, CA 92107 - Property Information
Phone:
(619) 208-1885 (Mobile)
Specialties:
Family - 70%(16 years)
Litigation - 15%(12 years)
Licenses:
California - Active     2003
School:
California Western SOL     
Degree:
law
School:
Trenton State Coll     
Degree:
undergraduate
Languages:
English, Italian
Associations:
San Diego County Bar Association

ATTORNEY LOUIS J. MANCUSOis originally from Trenton, New Jersey where he attended The College of...

Full Profile

Lisa Merrill San Diego, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Representative • Investor • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Office:
Duane Morris LLP
750 B Street, Suite 2900, San Diego, CA 92101
Phone:
(619) 744-2261 (Phone), (619) ***-**** (Phone)
Specialties:
Taxation, Entity Structuring and Implementation
ISLN:
904847398
Admitted:
1986, California, U.S. District Court for the Southern District of California
Biography:
Lisa C. Merrill has substantial experience in working with clients to develop partnership, limited...
Full Profile

Paul Woodard San Diego, CA

Professions & Specialties

Associate Attorney • Lawyers • Judicial Law Clerk • Trust Law Attorney • Juris Doctor • Bachelor of Science • Business Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Company:
Butterfield Schechter & Van Clief LLP
Address:
10021 Willow Creek Road Ste 200, San Diego, CA 92131 - Property Information
Phone:
(858) 444-2300 (Office), (858) 444-2345 (Fax)
Specialties:
Corporate / Incorporation - 25%
Litigation - 25%
Licenses:
California - Active     2012
Experience:
Associate Attorney at Butterfield Schechter, LLP     2012-2013
Law Clerk at Butterfield Schechter, LLP     2009-2012
School:
California Western School of Law     2011
Degree:
JD - Juris Doctor - Law
School:
San Diego State Univ     2008
Degree:
BS - Bachelor of Science - Business Administration - Financial Services
Languages:
English
Full Profile

Brett Middleton San Diego, CA

Professions & Specialties

Fiduciary • Law Specialist • Associate Attorney • Trust Law Attorney • Lawyers

Experience & Education

Position:
Senior Counsel at Bernstein Litowitz Berger & Grossmann LLP
Title:
Attorney at Bernstein Litowitz Berger & Grossmann LLP
Location:
Greater San Diego Area
Industry:
Law Practice
Work history:
Bernstein Litowitz Berger & Grossmann LLP - San Diego, CaliforniaSenior Counselsince Nov 2004Gordon & Rees LLP Associate AttorneySep 2002 - Oct 2004
Skills:
Class Actions, Civil Litigation, Securities Litigation, Legal Writing, Legal Research, Trials,...
Full Profile

Lionel Smith San Diego, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Manager • Operations Manager • Wellness and Fitness • Partner • Chief Executive • Project Managers • Psychology Specialist • Human Resources Specialist • Employee Relations Specialist • Labor Relations Specialist • Recruitment • Project Manager • Construction • Security • Recognition • Managers • Customer Service • Client Service Officer • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Master of Arts • Bachelor of Science • Psychologist

Experience & Education

Position:
Risk Management at 24 Hour Fitness, Risk Manager at 24 Hour Fitness
Title:
Risk Manager 24 Hour Fitness
Location:
Greater San Diego Area
Industry:
Health, Wellness and Fitness
Work history:
24 Hour Fitness Risk Managementsince 200724 Hour Fitness Risk Managersince May 2007
Skills:
Workers Compensation
Full Profile

Eric King San Diego, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Counselor • Subject Matter Expert • Advisor • Skilled Professional • Owner • Chief Executive • Information Technology Specialist • IT Specialist • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Managers • Operations Manager • Computer Software Professional • Computer Specialist • Software Developers • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Recruitment

Experience & Education

Position:
Sr Solutions Workflow Consultant at Ricoh Americas Corporation, Owner at King Realty
Title:
Sr Solutions Workflow Consultant at Ricoh Americas Corporation
Location:
Greater San Diego Area
Industry:
Information Technology and Services
Work history:
Ricoh Americas Corporation - Greater San Diego AreaSr Solutions Workflow Consultantsince Jan 2013King Realty - Vail ColoradoOwnersince Jan 2006
Skills:
Program Management, Product Development, Cross-functional Team Leadership, Strategic Planning,...
Full Profile

Paul Reynolds San Diego, CA

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyers • School Principal • School Administrator • Educational Manager • Funder • Banker • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Investor

Experience & Education

Position:
Principal at Reynolds APC
Location:
Greater San Diego Area
Industry:
Law Practice
Work history:
Reynolds APC Principalsince Jun 2012Solomon Ward Seidenwurm & Smith, LLP Partner2009 - Jun 2012
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Christopher Mendoza San Diego, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Analyst • Analysts • Director • Financial Manager • Operations Manager • Recruitment

Experience & Education

Position:
Portfolio Manager / Sr. Analyst at Graham Investment Management, Inc., Director at JING Institute, LLC
Title:
Portfolio Manager
Location:
Greater San Diego Area
Industry:
Investment Management
Work history:
Graham Investment Management, Inc. Portfolio Manager / Sr. Analystsince May 2006JING Institute, LLC Directorsince Nov 2004
Skills:
Valuation, Budgeting, Investments, Contract Negotiation, Asset Allocation, Cash Flow, Risk,...
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Gina Stein San Diego, CA

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyers

Experience & Education

Position:
Attorney at Wingert Grebing
Title:
Attorney at Wingert Grebing Brubaker & Goodwin LLP
Location:
Greater San Diego Area
Industry:
Law Practice
Work history:
Wingert Grebing Attorneysince Apr 2007
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Justin Reckers San Diego, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Director • Chief Executive Officer • Operations Manager • Corporate Executive • Chief Executive • Financial Manager • Certified Financial Planner • Puchasing and Estimating Manager • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Information Technology Coordinator • Marketing Manager • Inbound Marketer • Web Marketer • Bachelor of Science • IT Manager • Mathematician • Nurse • Nurse Practitioner • Tour Guide • Object Manipulation Specialist

Experience & Education

Position:
Director of Financial Planning at Pacific Wealth Management, Managing Director at Pacific Divorce...
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Pacific Wealth Management Director of Financial Planningsince May 2004Pacific Divorce Management Managing Directorsince Mar 2004
Skills:
Justin specializes in Comprehensive Wealth Management and Divorce Financial Planning, PWM...
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Stephen Heath San Diego, CA

Professions & Specialties

Fiduciary • Paralegal • Litigation Support Specialist • Trust Law Attorney • Lawyers • Construction • Supervisor • Apprentice • Managers • Entertainment Professional • Entertainer • Sports Person • Athletes • Collector • Repossessor • Collections Specialist • Student Worker

Experience & Education

Office:
Fredrickson, Mazeika & Grant, LLP
5720 Oberlin Drive, San Diego, CA 92121
Phone:
(415) 957-1900 (Phone)
Specialties:
Construction Law, Business Litigation
ISLN:
919875416
Admitted:
2005, California
Biography:
Stephen manages the FMG-San Francisco office, where he directs his team in the defense and...
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Karen Matingou San Diego, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chairperson • Executive Compensation • Chief Executive • Program Director • Chief Executive Officer • Project Managers • Operations Manager • Corporate Executive • Supporting Member • Analysts • Advisor • Team Member • Human Resources Specialist • Recruitment • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Atessa Benefits, Inc.
Location:
Greater San Diego Area
Industry:
Management Consulting
Work history:
Atessa Benefits, Inc. Presidentsince Nov 2008Atessa Benefits, Inc. Member, Advisory BoardNov 2006 - Nov 2008
Skills:
401(k) Governance and Best Practices * Fiduciary Education, Training, and Consulting for...
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William Exeter San Diego, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Executive Officer • Chairperson • Corporate Executive • Chief Executive • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Director • Vice President • General and Operations Manager • Director of Operations • Operations Manager • Financial Officer • Financial Manager • Advisor • Property Manager • Real Estate Manager

Experience & Education

Position:
President and Chief Executive Officer at Exeter Fiduciary Services, LLC, President and Chief...
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Exeter Fiduciary Services, LLC President and Chief Executive Officersince Jan 2006Exeter 1031 Exchange Services, LLC President and Chief Executive Officersince Nov 2005
Skills:
Private, Professional Fiduciary serving as Trustee or Agent for Dispute Settlement Accounts,...
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B. Brierton San Diego, CA

Professions & Specialties

Fiduciary • Conservator • Mediator • Judge • Arbitrator • Lawyers • Trust Law Attorney • Referee

Experience & Education

Office:
Brierton, Jones & Jones, LLP
1550 Hotel Circle North, Suite 300, San Diego, CA 92108
Phone:
(619) 696-7066 (Phone), (619) 696-6907 (Fax)
Specialties:
Trusts, Probate
ISLN:
908801211
Admitted:
1972, California, U.S. District Court, Southern District of California and U.S. Court of Appeals, Ninth Circuit
Biography:
Publications and Lectures: Author: "Conservatorship-Guardianship Management System," published by...
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Paul Thiel San Diego, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Senior Director • Vice President • Senior Manager • Operations Manager • Chief Executive • Model • Custodian • Investor • Custodial Worker • Cleaners • Corporate Executive • Partner • Founding Member • Marketing Manager • Brand Representative • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Director at BNY Mellon
Title:
CDFA, Senior Director at BNY Mellon
Location:
Greater San Diego Area
Industry:
Investment Management
Work history:
BNY Mellon - Greater San Diego AreaSenior Directorsince 2011CitizensTrust - Orange County, California AreaVice President2009 - 2011
Certifications:
Certified Divorce Financial Analyst, Institute for Divorce Financial Analyts
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Karen Matingou San Diego, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chairperson • Executive Compensation • Chief Executive • Program Director • Chief Executive Officer • Project Managers • Operations Manager • Corporate Executive • Supporting Member • Analysts • Advisor • Team Member • Human Resources Specialist • Recruitment • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Atessa Benefits, Inc.
Location:
Greater San Diego Area
Industry:
Management Consulting
Work history:
Atessa Benefits, Inc. Presidentsince Nov 2008Atessa Benefits, Inc. Member, Advisory BoardNov 2006 - Nov 2008
Skills:
401(k) Governance and Best Practices * Fiduciary Education, Training, and Consulting for...
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Michael King San Diego, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Department Supervisor • Manager • Operations Manager • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Founding Partner at TaxFree7702.com
Title:
Financial Services Professional
Location:
San Diego, California
Industry:
Financial Services
Work history:
TaxFree7702.com - Greater San Diego AreaFounding Partnersince Apr 2013Michael King Consultant Financial Services ConsultantOct 2012 - 2013
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Marguerite Lorenz San Diego, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Title:
Co-Chair 2012 at Annual Professional Fiduciary Association of California Conference
Location:
Greater San Diego Area
Industry:
Legal Services
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Jerilyn Jones San Diego, CA

Professions & Specialties

Lawyers • Fiduciary • Trust Law Attorney • Volunteer • Advisor • Non-Profit • Board Member • Management Team Executive • Operations Manager

Experience & Education

Office:
Brierton, Jones & Jones, LLP
1550 Hotel Circle North, Suite 300, San Diego, CA 92108
Phone:
(619) 696-7066 (Phone), (619) 696-6907 (Fax)
Specialties:
Trusts, Probate
ISLN:
906104147
Admitted:
1987, California and U.S. District Court, Southern District of California
Biography:
Phi Alpha Delta. Other Activities: Volunteer Lawyer with Domestic Violence Prevention Clinic,...
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Donny Farnsworth San Diego, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Analysts • Advisor

Experience & Education

Title:
Private Fiduciary
Location:
Greater San Diego Area
Industry:
Individual & Family Services
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Mike Mcwherter San Diego, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • District Attorney • Director of Quality Control • Manager • Compliance Manager • Project Managers • Operations Manager • Project Manager • Security • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • General and Operations Manager • Director of Operations • Financial Officer • Financial Manager • Team Member • Personal Care Aide

Experience & Education

Position:
Chief Compliance Officer at PenChecks, Inc.
Title:
Chief Compliance Officer, PenChecks, Inc.
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
PenChecks, Inc. - Greater San Diego AreaChief Compliance Officersince Jan 2012First Mercantile Trust Company Vice-President/Chief Compliance OfficerApr 2009 - Dec 2011
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Trevor Thor San Diego, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Operating Officer • Director • Chairperson • General and Operations Manager • Director of Operations • Operations Manager • Project Managers • Chief Executive • Construction • Project Manager • Site Lead • Construction Specialist • Construction Laborer • Managers • Skilled Professional • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
COO of Thor Energy Consulting Services at TECS Inc
Title:
COO of Thor Energy Consulting Services, Inc
Location:
Greater San Diego Area
Industry:
Construction
Work history:
TECS Inc COO of Thor Energy Consulting Servicessince Nov 2011Solar Trust of America, LLC President & COO of CA Solar 10, LLCOct 2010 - Dec 2011
Skills:
Solar, Renewable Energy, Construction Management, Commissioning, Procurement, Power Generation,...
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Kevin Mcwayne San Diego, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Board Member • Chair of Committee • Chief Executive • Management Team Executive • Operations Manager • Chairperson • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Banking Manager • Financial Officer • Financial Manager • Training and Coaching Professional • Professional Development Teacher • Financial Services Professional • Financial Services Sales Agent • Government Service Executive • Government Administration Officer • Civil Servant • Psychology Specialist

Experience & Education

Position:
Vice President, Sr. Trust & Fiduciary Specialist at Wells Fargo
Title:
Sr. Trust & Fiduciary Specialist at Wells Fargo
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Wells Fargo - San Diego, CAVice President, Sr. Trust & Fiduciary Specialistsince Nov 2010Kids Included Together - Greater San Diego AreaBoard Member, Finance Committee Chair2011 - 2012
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Charles Stanley San Diego, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Manager • Operations Manager • Advisor • Investor • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Model • Agent • Sales Representative • Commercial Announcer • Presenter

Experience & Education

Position:
Wealth Manager at Trovena, LLC, Investment Advisor at Trovena Investment Advisors, Freelance Writer ...
Title:
Wealth Manager at Trovena, LLC
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Trovena, LLC Wealth Managersince Dec 2008Trovena Investment Advisors - La Jolla, CAInvestment Advisorsince Oct 2008
Skills:
Freelance Writing, Wealth Management, Estate Planning, Investments, Financial Advisory, Retirement...
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Fiduciarys near San Diego, CA03691215La JollaLa MesaLemon Grove