Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Fiduciarys in California

Fiduciarys in Santa Ana, CA

Find a professional & check records

Here is a complete list of nearly all local Fiduciarys nearby.

The Trustoria Professional Directory provides you with all the resources needed to find the best Lawyer for any need.

Be sure to research other neighborhoods near here to find the names of more service providers.

246 results found

Raphael Cung Santa Ana, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Entertainment Professional • Entertainer • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Director • Operations Manager • Chief Executive • Board Member • Management Team Executive • Department Store Salesperson • Retail Professional • Retail Salesperson • Spokesperson • Representative

Experience & Education

Office:
Callahan & Blaine A Professional Law Corporation
3 Hutton Centre Drive, Ninth Floor, Santa Ana, CA 92707
Phone:
(714) 241-4444 (Phone)
Specialties:
Complex Business, Corporate, and Commercial Disputes, Breach of Contract and Contractual Interpretation
ISLN:
913166664
Admitted:
1999, California and U.S. District Court, Central, Eastern, Northern and Southern Districts of California, U.S. Court of Appeals Ninth Circuit
Biography:
Raphael Cung is an attorney with Callahan & Blaine. He has extensive experience in complex business ...
Full Profile

Timothy Swift Santa Ana, CA

Professions & Specialties

Fiduciary • Trial Lawyer • Trust Law Attorney • Lawyers

Experience & Education

Office:
2677 N. Main St., Suite 225, Santa Ana, CA 92705
Admitted:
1979, California, U.S. Court of Appeals and U.S. District Court, Central District of California
Biography:
The Law Offices of Timothy J. Swift, APC, represents victims of serious and catastrophic injuries...
Full Profile

Darren Aitken Santa Ana, CA

Professions & Specialties

Trust Law Attorney • Lawyers • Partner • Chief Executive • Team Member

Experience & Education

Company:
Aitken, Aitken, & Cohn
Address:
3 Macarthur Pl #800, Santa Ana, CA 92707 - Property Information
Phone:
(714) 434-1424 (Office), (866) 434-1424 (Office)
Address:
Po Box 2555, Santa Ana, CA 92707
Specialties:
Defective / Dangerous Products - 35%
Personal Injury - 25%
Licenses:
California - Active     1989
Experience:
Partner at Aitken*Aitken*Cohn     1992-present
Associate at Latham & Watkins     1989-2001
School:
USC Law School     1989
Degree:
law
School:
Univ of Notre Dame     1986
Degree:
undergraduate
Languages:
English
Awards:
Top 50 Lawyers in Orange County - Super Lawyers     2014
Top 50 Lawyers Orange County - Super Lawyers Magazine     2013
Associations:
Pubic Law Center - Secretary     2014-present
Constitutional Rights Foundation of Orange County - President     2013-present

I am a partnerat Aitken * Aitken * Cohn in Santa Ana, California, whereI practice in the areas of...

Full Profile

Kevin Bohrer Santa Ana, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Master of Science • Customer Service • Client Service Officer • Account Service Manager • Apprentice • Construction • Managers • Information Technology Specialist • IT Specialist • Operations Manager • Student Worker

Experience & Education

Location:
Orange County, California Area
Work history:
HBLA CPAs Accountant - Tax DepartmentJan 2010 - Apr 2010Becker Professional Education Student2010 - 2010
Skills:
International Financial Reporting Standards (IFRS) for Small to Medium sized Entities (SMEs) Basic...
Full Profile

Craig Taggart Santa Ana, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Director • Chief Executive Officer • Operations Manager • Corporate Executive • Chief Executive • Agent • Sales Agent • Sales Representative • SalesForce Administrator • Database Administration Professional • Database Administrator • Counselor • Advisor • Financial Manager • Technology Manager • Technical Managers • Supporting Member • Team Member • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager • Psychology Specialist

Experience & Education

Position:
Director of Corporate Development at Capital Management Internationale
Location:
Orange County, California Area
Industry:
Investment Banking
Work history:
Capital Management Internationale Director of Corporate Developmentsince Sep 2009Browndorf PEM, LLC Managing Director MarketingSep 2008 - Oct 2009
Skills:
Sourcing deal flow, capital markets, business development, investment management
Full Profile

Bruce Peotter Santa Ana, CA

Professions & Specialties

Law Specialist • Public Defender • Judge • Fiduciary • Lawyers • Attorney At Law • Trust Law Attorney • Of Counsel • Jurist • Psychologist • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Security • Manager • Operations Manager • Agent • Sales Representative • Psychology Specialist • Courier • Team Member • Chief Executive • Corporate Executive • Financial Officer • Financial Manager • General and Operations Manager • Director of Operations • Technology Manager • Technical Managers • Purchasing Managers • Community Service Manager • Government Administration Professional

Experience & Education

Position:
Lead Counsel at Law Office of Bruce Peotter
Title:
Law Office of Bruce Peotter
Location:
Orange County, California Area
Industry:
Law Practice
Work history:
Law Office of Bruce Peotter - Tustin, CaliforniaLead Counselsince Jan 2003County of Orange Assistant Public Administrator/Public GuardianNov 2005 - Aug 2007
Full Profile

Cathy Christ Santa Ana, CA

Professions & Specialties

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

Experience & Education

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

Sam Hirsch Santa Ana, CA

Professions & Specialties

Legal Counsel • Fiduciary • Trust Law Attorney • Lawyers • Chief Executive Officer • Corporate Executive • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Guide • Tour Guide • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Director at Conway MacKenzie, Inc.
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Conway MacKenzie, Inc. Managing DirectorXRoads Solutions Group - Orange County, California AreaManaging Director2011 - 2012
Languages:
French, German
Full Profile

Jennifer Laratonda Santa Ana, CA

Professions & Specialties

Fiduciary • Law Clerk • Law Specialist • Trust Law Attorney • Lawyers • Judicial Law Clerk • Senior Associate • Research Scientist • Health Coach • Yoga Instructor • Aerobics Instructor • Group Fitness Instructor • Health and Fitness Teacher • Sports Trainer • Sports Trainers • Founder • Chief Administrative Officer • Founding Member • Chief Executive • Supporting Member • Recognition • Advisor • Cleaner • Team Member • Cleaners • Groom • Livestock Handler • Farmworker • Psychologist • Psychology Specialist

Experience & Education

Position:
Senior Associate Attorney at Kennedy, PC Law Offices, Founder, Health Coach, Yoga Instructor at...
Title:
Senior Associate Attorney, Health Coach, Yoga Instructor
Location:
Orange County, California Area
Industry:
Law Practice
Work history:
Kennedy, PC Law Offices Senior Associate Attorneysince Nov 2003HealthyCouture, LLC Founder, Health Coach, Yoga Instructorsince Apr 2011
Languages:
English, French
Full Profile

Brian Cressey Santa Ana, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Counselor • Non-Profit • Advisor • Chief Executive Officer • Director • Corporate Executive • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service • Property Manager • Real Estate Manager

Experience & Education

Position:
Managing Director at Well and Good LLC
Title:
Retirement Plan Fiduciary Adviser and Consultant
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Well and Good LLC - Orange County, CAManaging Directorsince Jul 2012SageView Advisory Group Director of Institutional RelationshipsMay 2008 - Jan 2009
Skills:
Retirement Planning, Mutual Funds, Investments, Strategic Financial Planning, Retirement, Fixed...
Full Profile

Linda Kim Santa Ana, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chairperson • Director • Chief Executive Officer • HR Manager • Chief Executive • Operations Manager • Corporate Executive • Human Resources Specialist • Employee Relations Manager • Employment Assistant • Recruitment • Employee Relations Specialist • Labor Relations Specialist • Employee Placement Specialist • Counselor • Recognition • Advisor • Safety Specialist • Industrial Hygienist • Occupational Health Specialist • HSE • Psychology Specialist • Psychologist

Experience & Education

Position:
President & Executive HR Consultant at United HR Consulting, Inc
Title:
President & Executive HR Consultant at United HR Consulting, Inc.
Location:
Orange County, California Area
Industry:
Human Resources
Work history:
United HR Consulting, Inc - Orange County, California AreaPresident & Executive HR Consultantsince Mar 2010JC Sales - Greater Los Angeles AreaHuman Resources DirectorSep 2003 - Mar 2010
Languages:
English, Korean
Full Profile

Barbara Morin Santa Ana, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Supplier • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Benefits Manager • Compensations and Benefits • Customer Service • Data Entry Specialist • Data Scientist • Chief Administrative Officer • Chief Executive • Receptionist • Front Desk Clerk • Supervisor • Front Office Receptionist • Managers

Experience & Education

Title:
Service Specialist at 401(k) Advisors
Location:
Orange County, California Area
Industry:
Executive Office
Work history:
401(k) Advisors - Aliso, Viejo, CAService SpecialistApr 2012 - Mar 2013Campbells Administration, Inc. - Santa Ana, CABenefits AdministratorNov 2009 - Mar 2012
Skills:
Account Management, Administrative Support, ASC, Attention To Detail, Business Correspondence,...
Full Profile

Jim Hayes Newport Beach, CA

Professions & Specialties

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

Experience & Education

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

Jim Miele Santa Ana, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Financial Director • Director • Chief Executive Officer • Financial Officer • Financial Manager • Operations Manager • Corporate Executive • Chief Executive • Investor • Human Resources Specialist • Recruitment • Controller

Experience & Education

Position:
CFO at Iteris, Inc.
Location:
Orange County, California Area
Industry:
Transportation/Trucking/Railroad
Work history:
Iteris, Inc. - Santa Ana, CACFOsince Oct 2004Iteris, Inc. - Santa Ana, CAControllerApr 2001 - Nov 2004
Full Profile

Jonathan Gulsvig Santa Ana, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Juris Doctor • Associate Editor • Editorial Assistant • Editing Professional • Writing and Editing Professional • Writer and Editor • Representative

Experience & Education

Office:
Selman Breitman LLP
6 Hutton Centre Drive, Suite 1100, Santa Ana, CA 92707
Phone:
(714) 647-2502 (Phone)
Specialties:
Mass/Toxic Tort, Litigation
ISLN:
919645064
Admitted:
2007, California, United States District Court, Central District of California
Biography:
Jonathan Gulsvig specializes in representing entities in product and environmental litigation. He...
Full Profile

Janna Sumners Santa Ana, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Partner • Manager • Chief Executive • Operations Manager • Supplier • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Title:
Retirement Administration Professional
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Union Bank of California Vice President Product Development & New Business Implementation2004 - 2008CNATrust Vice President & Manager, Custom Retirement Services1987 - 2002
Full Profile

Tom Corkett Santa Ana, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Real Estate Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Operations Manager • Director of Operations • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Nurse Practitioner • Supervisors • Water Transportation Worker

Experience & Education

Position:
Residential Real Estate Sales Agent at First Team Real Estate
Location:
Orange County, California Area
Industry:
Management Consulting
Work history:
First Team Real Estate Residential Real Estate Sales Agentsince Jan 2004MAERSK/SEALAND Assistant Rail Operations ManagerJan 2000 - Jan 2002
Skills:
acquisitions, budgeting, closing, contract management, marketing, meeting facilitation, microsoft...
Full Profile

Joseph Preis Santa Ana, CA

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyers • Partner • Board Member • Co-Founder • Chief Executive • Management Team Executive • Operations Manager • Founder • Founding Member • Food service • Non-Profit • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Partner at Godes & Preis LLP, Co-Founder and Board Member at Soldiers of the Sea, Band of...
Location:
Orange County, California Area
Industry:
Law Practice
Work history:
Godes & Preis LLP Partnersince Jan 2010Soldiers of the Sea, Band of Brothers, Inc. Co-Founder and Board Membersince Nov 1999
Full Profile

Joe Carlon Santa Ana, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Underwriter • Sales Representative • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Underwriter at GJ Sullivan Co.
Location:
Orange County, California Area
Industry:
Insurance
Work history:
GJ Sullivan Co. - Orange County, California AreaUnderwritersince Sep 2012XN Risk UnderwriterJun 2009 - Aug 2012
Full Profile

Anne Levin Santa Ana, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Payroll Administrator • Accounting Bookkeeper • Bookkeeper • Payroll Supervisor • Compensations and Benefits • Recruitment • Psychology Specialist • Health Professional • Health Practitioner • Property Manager • Real Estate Manager

Experience & Education

Position:
Payroll Professional at Payroll Professional
Title:
Payroll Professional “Providing Peace of Mind and a Risk Free Environment to all of Your Payroll Processes.”
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Payroll Professional Payroll Professionalsince Apr 2009VARIOUS CONSULTING ASSIGNMENTS - Orange County, California AreaPayroll SpecialistDec 2010 - Aug 2012
Skills:
Payroll, Word, Outlook, Systems Conversions, SOX, Microsoft Excel, Microsoft Word, Human Resources, ...
Full Profile

Kevin Martino Santa Ana, CA

Professions & Specialties

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

Experience & Education

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

Skee Saacke Santa Ana, CA

Professions & Specialties

Attorney At Law • Trial Lawyer • Mediator • Arbitrator • Judge • Law Specialist • Fiduciary • Lawyers • Referee • Trust Law Attorney • Of Counsel • Jurist • Legal Counsel • Licensed Real Estate Broker • Property Manager • Real Estate Manager • International Affairs • Management Team Executive • Operations Manager

Experience & Education

Position:
Attorney at Law Offices of McNulty & Saacke
Location:
Orange County, California Area
Industry:
Law Practice
Work history:
Law Offices of McNulty & Saacke Attorneysince Nov 2001Keesal, Young & Logan AttorneyNov 1999 - Nov 2001
Skills:
Serious personal injury involving premises liability, negligence, intentional tort, and product...
Full Profile

Mark Ziebold Santa Ana, CA

Professions & Specialties

Fiduciary • Executor • Law Specialist • Trust Law Attorney • Lawyers • Judicial Law Clerk • Agent • Sales Representative • Owner • Chief Executive • Representative • Financial Manager • Certified Financial Planner • Puchasing and Estimating Manager

Experience & Education

Position:
Professional Fiduciary (Trustee/Executor) at The Caritas Group, Owner and Attorney at Ziebold Law...
Title:
Estate and Tax Attorney at Ziebold Law Group/Professional Fiduciary at the Caritas Group/Licensed NFL Contract Agent
Location:
Orange County, California Area
Industry:
Law Practice
Work history:
The Caritas Group Professional Fiduciary (Trustee/Executor)since Jan 2011Ziebold Law Group Owner and Attorneysince Oct 2010
Skills:
Charitable Trusts, Estate Tax Planning, Probate, Trusts, Gift Tax, Asset Protection, Private...
Full Profile

Munni Krishnan Santa Ana, CA

Professions & Specialties

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

Experience & Education

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

Jonathan Gulsvig Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Associate Attorney at Selman Breitman LLP
Location:
Orange County, California Area
Industry:
Law Practice
Work history:
Selman Breitman LLP - Santa Ana, CaliforniaAssociate Attorneysince Jan 2012Walsworth, Franklin, Bevins & McCall Associate AttorneyJan 2008 - Jan 2012
Full Profile

Marc Frangente Santa Ana, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Sales Executive • Agent • Sales Representative • SalesForce Administrator • Database Administration Professional • Database Administrator • Sales Manager • Client Service Officer • Chief Executive • Advisor • Customer Service

Experience & Education

Position:
Sales Executive at Humana
Location:
Orange County, California Area
Industry:
Insurance
Work history:
Humana - Southern CaliforniaSales Executivesince Jan 2012CUNA Mutual Group - California and ArizonaSales ExecutiveDec 2010 - Jul 2011
Full Profile

Elaine Mandel Santa Ana, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Counselor • Non-Profit • Advisor • Certified Public Accountant • Accounts Payable • Accounts Payable Specialist • Accounting Bookkeeper • Bookkeeper • Board Member • Vice President of Finance • Chief Administrative Officer • Management Team Executive • Operations Manager • Vice President • Chief Executive • Human Resources Specialist • Recruitment • Data Entry Specialist • Data Scientist

Experience & Education

Position:
Business & Fiduciary Management at Consultant
Title:
Finance Management Professional | Innovation, Vision & Experience | Small Business Expertise | Cost Effective Solutions
Location:
Orange County, California Area
Industry:
Accounting
Work history:
Consultant Business & Fiduciary Managementsince 2009Glabman Furniture, Inc. VP Finance2006 - 2008
Full Profile

Randolph Mason Santa Ana, CA

Professions & Specialties

Fiduciary • Advocate • Trust Law Attorney • Lawyers • Jurist • Legal Counsel • Senior Vice President • Partner • Vice President • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Buyer • Buyer and Seller • Sales Representative • Tour Guide • Management Team Executive • Operations Manager • Financial Officer • Financial Manager • Team Member • Office Clerk • Clerical Specialist • Psychology Specialist • Financial Services Professional • Financial Services Sales Agent • Advertising Sales Agent

Experience & Education

Position:
Senior Vice President | Partner at Lee & Associates Commercial Real Estate Services
Location:
Orange County, California Area
Industry:
Commercial Real Estate
Work history:
Lee & Associates Commercial Real Estate Services Senior Vice President | Partnersince Jan 1989Norris, Beggs & Simpson Vice PresidentFeb 1987 - Jan 1989
Skills:
Commercial Real Estate expertise, Complex transactions, advisory and counseling experience
Full Profile

Pamela Marches Santa Ana, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Office Assistant • Office Clerk • Clerical Specialist • Owner • Chairperson • Chief Executive Officer • Partner • Chief Executive • Corporate Executive • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Graphic Design Specialist • Graphic Designer • Financial Officer • Financial Manager • Reconstructive Surgeon • Surgical Specialist

Experience & Education

Position:
Executive Assistant at RJI Ramirez Jimenez International CPAs, Owner at Pamela Marches Photography
Title:
Executive Assistant
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
RJI Ramirez Jimenez International CPAs Executive Assistantsince Jul 2010Pamela Marches Photography Ownersince Nov 2000
Full Profile

Lindsay Ayers Santa Ana, CA

Professions & Specialties

Trial Lawyer • Fiduciary • Law Specialist • Legal Counsel • Lawyers • Trust Law Attorney • Supporting Member • Team Member • Financial Director • Financial Officer • Financial Manager

Experience & Education

Position:
Associate at Greenberg Traurig
Location:
Orange County, California Area
Industry:
Law Practice
Work history:
Greenberg Traurig Associatesince 2009Irell & Manella Environmental Legal Counsel - Attorney2008 - 2009
Full Profile

Karlylle Schwartze Santa Ana, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • 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

Christopher Rubino Santa Ana, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Law Specialist • Property Manager • Real Estate Manager • Customer Service • Client Service Officer • Director • Operations Manager • Recruitment • Chief Executive • Data Scientist • Student Worker • Team Member • Shift Manager • Managers • Mathematician

Experience & Education

Position:
Senior Property Manager at RPM Coast
Title:
Senior Property Manager at RPMCoast
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
RPM Coast - Huntington Beach, CASenior Property Managersince Aug 2011Latino Business Student Association Corporate Relations DirectorJun 2008 - Jun 2010
Skills:
Spreadsheets, Propertyware, Data Entry, Customer Service, Microsoft Office, Microsoft Excel,...
Languages:
English, Spanish, Italian
Full Profile

Richard Hollowell Santa Ana, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Executive Officer • Chairperson • Corporate Executive • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Speaker • Volunteer • Spokesperson • Representative • Non-Profit • Author • Lecturer • Postsecondary Teacher

Experience & Education

Position:
Managing Director, Restructuring, Litigation & Transactional Services at CohnReznick LLP
Title:
Managing Director, CohnReznick Advisory Group, Restructuring, Litigation & Transactional Services
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
CohnReznick LLP - Newport Beach, CaliforniaManaging Director, Restructuring, Litigation & Transactional Servicessince Sep 2011Alvarez & Marsal Managing DirectorMay 2008 - May 2010
Full Profile

Caroline Tucker Santa Ana, CA

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyers • Judicial Law Clerk • Partner • Chief Administrative Officer • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Management Team Executive • Operations Manager • Clerical Specialist

Experience & Education

Position:
Attorney and Partner at TUCKER | POLLARD
Location:
Orange County, California Area
Industry:
Law Practice
Work history:
TUCKER | POLLARD - Orange County (Irvine), CaliforniaAttorney and Partnersince May 2011Salisbury Law Group AttorneyOct 2008 - Jan 2011
Languages:
Spanish
Full Profile

Scott Soldan Santa Ana, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Analyst • Policy Analyst • Leader • Supporting Member • Analysts • Managers • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Services Professional • Financial Services Sales Agent • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Title:
Analyst
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
NorthStar Life Services, LLC - Irvine, CaliforniaSenior Policy AnalystApr 2008 - Jan 2013John P. Deily, Attorney at Law - Irvine, CaliforniaOffice Associate (Temporary Position)Apr 2007 - Apr 2008
Full Profile

Diana Meinhold Santa Ana, CA

Professions & Specialties

Fiduciary • Advocate • Trust Law Attorney • Lawyers • Jurist • Legal Counsel • Wellness and Fitness • Chief Executive Officer • Founder • Corporate Executive • Chief Executive • Founding Member • Concierge

Experience & Education

Position:
PRIVATE PROFESSIONAL FIDUCIARY & NATIONAL CERTIFIED GUARDIAN at ENCORE FIDUCIARY SOLUTIONS
Location:
Orange County, California Area
Industry:
Health, Wellness and Fitness
Work history:
ENCORE FIDUCIARY SOLUTIONS PRIVATE PROFESSIONAL FIDUCIARY & NATIONAL CERTIFIED GUARDIANsince Dec 2010ENCORE SOLUTIONS CEO/FounderOct 2009 - Dec 2010
Skills:
Marketing Strategy, Social Media, Coaching, Public Speaking, Strategic Planning, Healthcare
Full Profile

Baron Night Santa Ana, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Executive

Experience & Education

Position:
Finanical Administrator at Eastern Impressions
Location:
Orange County, California Area
Industry:
Wholesale
Work history:
Eastern Impressions Finanical AdministratorBank of America Officer- Employee Benefit Trusts1973 - 1973
Full Profile

Jeff Lapp Santa Ana, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Counselor • Advisor • Manager • Operations Manager • Bookkeeper

Experience & Education

Position:
Treasury Consultant at East West Bank
Location:
Orange County, California Area
Industry:
Banking
Work history:
East West Bank Treasury Consultantsince Feb 2010Downey Savings Treasury ManagerSep 1991 - Mar 2009
Skills:
Cash Management, Working Capital Management, Investment Portfolio Management, Borrowing Portfolio...
Full Profile

Rick Roberts Santa Ana, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Director of Business Development • Business Development Manager • Operations Manager • Chief Executive • Vice President • Account Service Manager • Client Service Officer • Sales Support • Regional Sales Consultant • Sales Representative • Services Professional • Sales and Service Specialist • Recognition • Business Administrator • Customer Service • Model • Bachelor of Science • Information Technology Specialist • IT Specialist • Water Transportation Worker

Experience & Education

Position:
Director of Business Development at Bottom Line Utility Solutions, Trustee at Helen M. Potter...
Title:
Director of Business Development at Bottom Line Utility Solutions
Location:
Orange County, California Area
Industry:
Renewables & Environment
Work history:
Bottom Line Utility Solutions - Laguna HillsDirector of Business Developmentsince May 2013Helen M. Potter Family Trust Trusteesince Jan 2003
Languages:
Japanese
Full Profile

Liz-anne Allen Santa Ana, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chief Executive • Non-Profit • Market Research Analyst

Experience & Education

Position:
401(k) Manager at BTA Advisory Group
Title:
401(k) Manager at Wealth Teams Solutions/BTA Advisory Group
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
BTA Advisory Group 401(k) Managersince 1998Reliastar Insurance Company Worksite Financial Planner1997 - 1998
Full Profile

Mindy Marburger Santa Ana, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Managers • Medical Practice Professional • Medical Practitioner • Financial Services Professional • Financial Services Sales Agent • School Administrator • Educational Manager

Experience & Education

Position:
Director, Retirement Plans at Shuster Financial Group, LLC
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Shuster Financial Group, LLC - Pasadena, CADirector, Retirement Planssince Oct 2012Retirement Plan Advisory Group - Aliso Viejo, CAProducer ConsultantFeb 2011 - Sep 2012
Skills:
Client Engagement, Training Skills, Highly Adaptable, Event Management, Client Retention, Social...
Certifications:
Series, FINRA
Full Profile

Jeff Beaumont Santa Ana, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Supervisor • Managers • Tax Preparer • Tax Accountant • Doctor of Medicine

Experience & Education

Position:
Audit & Accounting Supervisor at Ronald Blue & Co.
Location:
Orange County, California Area
Industry:
Accounting
Work history:
Ronald Blue & Co. - Santa Ana, CaliforniaAudit & Accounting Supervisorsince Sep 2006Biola University Telecom AssistantJun 2005 - Sep 2006
Certifications:
Certified Public Accountant, California Board of Accountancy
Full Profile

Caroline Houston Santa Ana, CA

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyers • Assistant Vice President • Vice President • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Community Service Manager • Office Clerk • Clerical Specialist • Managers • Student Worker • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Assistant Vice President - Trust Administrator II at Wells Fargo Bank, Wealth Management Group
Title:
Wells Fargo Bank N.A, Wealth Management Group; Assistant Vice President
Location:
Orange County, California Area
Industry:
Law Practice
Work history:
Wells Fargo Bank, Wealth Management Group Assistant Vice President - Trust Administrator IIsince Sep 2008Nasseri Law Group Los Angeles Immigration AttorneyApr 2008 - Aug 2008
Languages:
Spanish
Certifications:
Florida Bar Member, The Florida Bar
Full Profile

Mike Peters Santa Ana, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Executive Officer • Partner • Corporate Executive • Chief Executive • School Principal • School Administrator • Educational Manager • Tax Preparer • Tax Accountant • Doctor of Medicine

Experience & Education

Position:
Managing Director at Ronald Blue and Company, Partner at Balser Horowitz Frank and Wakeling
Title:
Managing Director, Ronald Blue and Company
Location:
Orange County, California Area
Industry:
Accounting
Work history:
Ronald Blue and Company Managing Directorsince Jan 2000Balser Horowitz Frank and Wakeling Partnersince 1979
Full Profile

Justin Owens Santa Ana, CA

Professions & Specialties

Fiduciary • Law Specialist • Law Clerk • Judge • Trust Law Attorney • Lawyers • Judicial Law Clerk • Supporting Member • Representative • Team Member • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Attorney at Irell & Manella
Location:
Orange County, California Area
Industry:
Law Practice
Work history:
Irell & Manella Attorneysince Oct 2008United States District Court, C.D. Cal. Law ClerkAug 2007 - Aug 2008
Full Profile

Christopher Koucheki Santa Ana, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Counselor • Supporting Member • Security • Advisor • Team Member • Security and Investigations Professional • IT Security • Entertainment Professional • Entertainer • Tax Accountant

Experience & Education

Position:
Associate Consultant Risk Advisory Services at McGladrey
Title:
Technology Risk Advisory Consultant at McGladrey
Location:
Orange County, California Area
Industry:
Accounting
Work history:
McGladrey Associate Consultant Risk Advisory Servicessince 2012D'Amore Tatman Group LLP Tax AccountantDec 2011 - Apr 2012
Skills:
People Skills, Problem Solving, Accounting, Teamwork, Microsoft Excel, Internal Controls, Auditing, ...
Full Profile

Neil Paur Santa Ana, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • School Principal • School Administrator • Educational Manager • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Tax Preparer • Tax Accountant • Doctor of Medicine

Experience & Education

Position:
Principal, Sr Financial Advisor at Ronald Blue & Co.
Title:
Coaching people to be strategic, generous, and wise with money
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
Ronald Blue & Co. Principal, Sr Financial Advisorsince Jan 1993
Full Profile

Shawn Arnoldi Santa Ana, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Underwriter

Experience & Education

Position:
UNDERWRITER- LOS ANGELES REGION at AIG, Underwriter at Chartis Insurance
Title:
KRE - Underwriter - Los Angeles Region
Location:
Orange County, California Area
Industry:
Insurance
Work history:
AIG - Santa Ana, CAUNDERWRITER- LOS ANGELES REGIONsince Jan 2013Chartis Insurance Underwritersince 2007
Full Profile

Laurie Kouzes Santa Ana, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Business Development Manager • Partner • Operations Manager • Chief Executive • Bachelor of Science • Business Administrator • Information Technology Specialist • IT Specialist • Sales Representative

Experience & Education

Position:
Private Professional Fiduciary at Professional Fiduciary Services
Title:
Private Professional Fiduciary
Location:
Orange County, California Area
Industry:
Legal Services
Work history:
Professional Fiduciary Services Private Professional Fiduciarysince May 2011IBM Senior Business Development ManagerSep 2000 - Feb 2009
Skills:
Trustee, Agent for Durable Power of Attorney for Assets, Powers of Attorney, Strategic...
Full Profile

Joe Carey Santa Ana, CA

Professions & Specialties

Advocate • Fiduciary • Jurist • Legal Counsel • Trust Law Attorney • Lawyers • Vice President • Chief Executive • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Operations Manager • Region Manager • Area Manager • Managers • Accounting Bookkeeper • Bookkeeper • IT Specialist

Experience & Education

Position:
Client Advocate at Willis Insurance Group
Location:
Orange County, California Area
Industry:
Insurance
Work history:
Willis Insurance Group Client Advocatesince Feb 2010Bank of America Vice President, Equipment Financing SpecialistMay 2007 - Jan 2010
Full Profile


Fiduciarys near Santa Ana, CA01428425670IrvineCosta MesaNewport BeachFullertonAnaheimTustinHuntington BeachBreaGarden GroveOrange