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Fiduciarys in California

Fiduciarys in Santa Barbara, CA

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37 results found

Steven Barnes Santa Barbara, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Office:
Barnes & Barnes
1900 State Street, Suite M, Santa Barbara, CA 93101
Phone:
(805) 687-6660 (Phone)
Specialties:
Probate, Trusts and Estates
ISLN:
909244246
Admitted:
1981, California
Biography:
Past President, Rotary Club of Santa Barbara. (Certified Specialist, Probate, Estate Planning and...
Full Profile

Richard Lee Santa Barbara, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Office:
1421 State St., Ste. B, Santa Barbara, CA
Specialties:
Civil Litigation, Arbitration
ISLN:
905552611
Admitted:
1977
Full Profile

Jill O'gorman Santa Barbara, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Editor • Partner • Board Member • Chairperson • Treasurer • Chief Executive • Management Team Executive • Operations Manager • Financial Officer • Financial Manager • Certified Nurse Aide • Secretary • Nurse • Nurse Practitioner • Volunteer • Non-Profit • Mathematics • Mathematician • Jockey • Horse Racer • Racer

Experience & Education

Office:
O'Gorman & O'Gorman
5901 Encina Road, Suite B-2, Goleta, CA 93117
Mailing Address:
5901 Encina Road, Suite B-2, Goleta, California, 93117
Phone:
(805) 967-1215 (Phone)
Specialties:
Estate Planning, Probate
ISLN:
900605565
Admitted:
1992, California, 1993, U.S. District Court, Central District of California
Biography:
Jill M. O'Gorman earned a B.A. in Communication Studies from the University of California at Los...
Full Profile

Sajindra Gunawardane Santa Barbara, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Investor

Experience & Education

Address:
The Lobero Bldg 924 Anacapa St Ste 2J, Santa Barbara, CA 93101 - Property Information
Phone:
(805) 845-4000 (Office)
Specialties:
Litigation - 90%(18 years)
Unknown - 10%
Licenses:
California - Active     2005
School:
Univ of California Berkeley     
Degree:
undergraduate
School:
Loyola Law School     
Degree:
law
Full Profile

Joel Ohlgren Santa Barbara, CA

Professions & Specialties

Of Counsel • Lawyers • Fiduciary • Jurist • Legal Counsel • Trust Law Attorney • Construction • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Instructor • Pedagogue • Lecturer • Postsecondary Teacher • Chairperson • Chief Executive

Experience & Education

Office:
Sheppard, Mullin, Richter & Hampton LLP
1111 Chapala Street, 3Rd Floor, Santa Barbara, CA 93101
Phone:
(805) 879-1835 (Phone)
Specialties:
International Practice, International Arbitration
ISLN:
904716175
Admitted:
1969, California
Biography:
Joel R. Ohlgren is Of Counsel in the Finance and Bankruptcy Practice Group in the firm's Santa...
Full Profile

John Shields Santa Barbara, CA

Professions & Specialties

Lawyers • Trust Law Attorney • Biotechnology Professional • Biologist • Biological Scientist • Juris Doctor • Editor • Counselor • Security • Advisor • Partner • Operations Manager • Chief Executive

Experience & Education

Office:
Stradling Yocca Carlson & Rauth A Professional Corporation
800 Anacapa Street, Suite A, Santa Barbara, CA 93101
Phone:
(805) 730-6806 (Phone)
Specialties:
Corporate Law, Corporate Partnering and IP Transactions
ISLN:
915092862
Admitted:
1999, California
Biography:
John M. Shields is a shareholder in Stradling's corporate law practice.

Mr. Shields'...
..governance matters and director fiduciary obligations in litigation over contested..
Full Profile

Scott Campbell Santa Barbara, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Partner • Chief Executive • Director • Operations Manager • Philanthrope • Construction • Team Member • Non-Profit • Juris Doctor • Bachelor of Arts • Property Manager • Real Estate Manager

Experience & Education

Company:
Rogers, Sheffield & Campbell, LLP
Address:
427 East Carrillo Street P.o. Box 22257, Santa Barbara, CA 93121 - Property Information
Phone:
(805) 963-9721 (Office), (805) 966-3715 (Fax)
Specialties:
Litigation - 80%(43 years, 350+ cases)
Arbitration - 20%(43 years, 5+ cases)
Licenses:
California - Active     1980
Experience:
Partner at Rogers Sheffield & Campbell     1989-present
Associate at Cappello & Foley     1983-1987
School:
University of San Diego School of Law, San Diego     1980
Degree:
JD - Juris Doctor, Magna Cum Laude - Law
School:
University of Arizona, Tucson     1977
Degree:
BA - Bachelor of Arts - History
Associations:
Santa Barbara County Bar Association - Chief Financial Officer     2011-present
Full Profile

Linda Wilson Santa Barbara, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Position:
California Licensed Professional Fiduciary at Wilson Fiduciary Services
Location:
Santa Barbara, California Area
Industry:
Legal Services
Work history:
Wilson Fiduciary Services California Licensed Professional FiduciaryRabobank Trust Officer2008 - 2009
Full Profile

Vanessa Patterson Santa Barbara, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Executive Officer • Chairperson • Co-Founder • Corporate Executive • Chief Executive • Operations Manager • Founder • Founding Member • Volunteer • Organization Management • Guide • Non-Profit • Construction • Tour Guide • Financial Officer • Financial Manager • Representative • Managers • Customer Service • Client Service Officer • Model • Grant Writing Professional • Author • Bachelor of Arts • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Researcher • Survey Researcher

Experience & Education

Position:
Executive Director at Foundation for Santa Barbara City College
Location:
Santa Barbara, California Area
Industry:
Nonprofit Organization Management
Work history:
Foundation for Santa Barbara City College Executive Directorsince Sep 2010Monarch Wealth Strategies Chair of Board/Co-FounderOct 2008 - Sep 2010
Skills:
Business Development, Public Speaking, Fundraising, Community Outreach, Social Media, Event...
Full Profile

Judy Mach Santa Barbara, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Tour Guide • Managers

Experience & Education

Position:
Accountant II at UCSB Business and Financial Services
Title:
Accountant II at UC Santa Barbara
Location:
Santa Barbara, California Area
Industry:
Higher Education
Work history:
UCSB Business and Financial Services Accountant IIsince May 2013UCSB Business and Financial Services - Santa Barbara, California AreaAccountant IMay 2012 - May 2013
Skills:
Fund Accounting, Contract & Grant Accounting, Financial Reporting, Microsoft Office Suite,...
Languages:
English, Mandarin Chinese, Cantonese Chinese
Full Profile

Brandy Bartosh Santa Barbara, CA

Professions & Specialties

Paralegal • Litigation Support Specialist • Law Specialist • Fiduciary • Lawyers • Trust Law Attorney • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Administrative Associate • Administrative Clerk • Clerical Specialist • House Cleaner • Housekeeping Aide • Cleaning Worker • Operations Manager

Experience & Education

Position:
Estate Planning, Trust, Probate and Tax Paralegal at Allen & Kimbell LLP
Title:
Certified, Experienced, Trusts and Estates Paralegal
Location:
Santa Barbara, California Area
Industry:
Law Practice
Work history:
Allen & Kimbell LLP - Santa Barbara, California AreaEstate Planning, Trust, Probate and Tax Paralegalsince Aug 2006Nasif, Hicks, Harris & Co., LLP Administrative Assistant2005 - 2006
Skills:
MS Office Suite, Writing, PowerPoint, Corporate Law, Microsoft Office, Microsoft Word, Tax, Mergers ...
Languages:
French
Full Profile

Stephen Wheeler Santa Barbara, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Owner • Director • Chief Executive • Operations Manager • Wheeler • Automobile Mechanic • Automotive Specialist • Automotive Professional • Agent • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Owner at Stephen Wheeler, CPA/Broker
Title:
Certified Public Accountant
Location:
Santa Barbara, California Area
Industry:
Accounting
Work history:
Stephen Wheeler, CPA/Broker Ownersince Sep 1982SABA Petroleum Director of Tax and FinanceNov 1996 - Oct 1999
Full Profile

Cindy Pettit Santa Barbara, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Position:
Trust & Fiduciary Specialist at Wells Fargo Private Bank, Trust & Fiduciary Specialist at...
Title:
Trust & Fiduciary Specialist at Wells Fargo Private Bank
Location:
Santa Barbara, California Area
Industry:
Investment Management
Work history:
Wells Fargo Private Bank Trust & Fiduciary SpecialistWells Fargo Bank Trust & Fiduciary Specialistsince 1997
Full Profile

David Walker Santa Barbara, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Insurance Analyst • Insurance Professional • Underwriter • Agent • Sales Representative

Experience & Education

Position:
Insurance Broker at David Walker Insurance Services
Title:
Insurance Analyst and Broker
Location:
Santa Barbara, California Area
Industry:
Insurance
Work history:
David Walker Insurance Services Insurance Brokersince Nov 2009
Skills:
Financial Planning, Insurance, Accounting, Ethics, Environmental, Financial Analysis, Wealth...
Certifications:
Licensed Property & Casualty Broker, California Department of Insurance
Full Profile

Jacqueline Duran Santa Barbara, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Client Service Officer • Colonel • Customer Service • Civil Servant

Experience & Education

Position:
Financial Advisor, Merrill Lynch Wealth Management at Merrill Lynch Wealth Management
Title:
Financial Advisor, Merrill Lynch Wealth Management
Location:
Santa Barbara, California
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management - Santa BarbraFinancial Advisor, Merrill Lynch Wealth Managementsince 2011C.R Silliman - Lompoc, CAAccounts ManagerApr 2001 - 2011
Full Profile

Denise Carriero Santa Barbara, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Senior Vice President • Manager • Vice President • Chief Executive • Operations Manager • Contractor • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President & Sr. Trust & Fiduciary Specialist at Wells Fargo (Contractor through ...
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Wells Fargo (Contractor through KForce) - Westlake Village, CASenior Vice President & Sr. Trust & Fiduciary Specialistsince Jan 2012Wells Fargo Bank SVP - Regional Trust Manager1985 - Oct 2012
Skills:
Wealth Management
Full Profile

Denise Carriero Santa Barbara, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Senior Vice President • Manager • Vice President • Chief Executive • Operations Manager • Contractor • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President & Sr. Trust & Fiduciary Specialist at Wells Fargo (Contractor through ...
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Wells Fargo (Contractor through KForce) - Westlake Village, CASenior Vice President & Sr. Trust & Fiduciary Specialistsince Jan 2012Wells Fargo - Santa Barbara & Westlake Village, CASenior Vice President & Regional Trust ManagerJun 2008 - Dec 2011
Skills:
Wealth Management
Full Profile

Jeff Pittman Santa Barbara, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Director • Region Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers • Chief Executive • Compliance Manager • Financial Manager • Financial Compliance Examiner • Auditor • Financial Analyst • Management Consultant • Advisor • Supporting Member • Management Analyst • Analysts • Team Member • School Principal • School Administrator • Educational Manager • Master of Business Administration • Certified Financial Planner • Puchasing and Estimating Manager • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
SVP, Director of Wealth Management at Montecito Bank & Trust
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Montecito Bank & Trust - Montecito, CASVP, Director of Wealth Managementsince Nov 2011Wells Fargo Wealth Management Group - Santa Barbara, California AreaSVP & Regional DirectorJan 2004 - Oct 2011
Full Profile

Jeff Pittman Santa Barbara, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Director • Region Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers • Chief Executive • Compliance Manager • Financial Manager • Financial Compliance Examiner • Auditor • Financial Analyst • Management Consultant • Advisor • Supporting Member • Management Analyst • Analysts • Team Member • School Principal • School Administrator • Educational Manager • Master of Business Administration • Certified Financial Planner • Puchasing and Estimating Manager • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
SVP, Director of Wealth Management at Montecito Bank & Trust
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Montecito Bank & Trust - Montecito, CASVP, Director of Wealth Managementsince Nov 2011Wells Fargo Wealth Management Group - Santa Barbara, California AreaSVP & Regional DirectorJan 2004 - Oct 2011
Full Profile

Jackie Quinn Santa Barbara, CA

Professions & Specialties

Fiduciary • Conservator • Executor • Paralegal • Litigation Support Specialist • Trust Law Attorney • Lawyers • Judicial Law Clerk • Instructor • Pedagogue • Manager • Operations Manager • Volunteer • Non-Profit

Experience & Education

Position:
Instructor University Extended Education at California State University, Fullerton, California...
Title:
California Licensed Professional Fiduciary at Senior Planning Services
Location:
Santa Barbara, California Area
Industry:
Legal Services
Work history:
California State University, Fullerton Instructor University Extended Educationsince Feb 2013Senior Planning Services California Licensed Professional Fiduciarysince 2008
Full Profile

David Macculloch Santa Barbara, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Chief Executive • Adjunct Instructor • Lecturer • Postsecondary Teacher • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President, Senior Fiduciary Officer at Montecito Bank & Trust, Adjunct Instructor,...
Title:
Vice President, Senior Fiduciary Officer at Montecito Bank & Trust
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Montecito Bank & Trust Vice President, Senior Fiduciary Officersince Jan 2012Westmont College Adjunct Instructor, Business Lawsince Sep 2003
Skills:
Microsoft Office, Wealth Management, Commercial Litigation, Strategic Financial Planning,...
Full Profile

Patrick Ariniello Santa Barbara, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Executive Officer • Vice President • Corporate Executive • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Financial Planner • Puchasing and Estimating Manager

Experience & Education

Position:
Vice President - Managing Director at Northern Trust, Vice President at Northern Trust
Title:
Managing Director at The Northern Trust
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Northern Trust Vice President - Managing Directorsince Jan 1999Northern Trust Vice Presidentsince Jan 1999
Full Profile

Michele Sandlin Santa Barbara, CA

Professions & Specialties

Health Information Manager • Health Services Administrator • Medical Services Manager • Health Services Manager • Founder • Founding Member • Chief Executive

Experience & Education

Position:
Case Manager at Santa Barbara Receviers, Founder at I'm Open, LLC
Title:
Case Manager at Santa Barbara Receviers
Location:
Santa Barbara, California Area
Industry:
Apparel & Fashion
Work history:
Santa Barbara Receviers - Santa Barbara, California AreaCase Managersince Jan 2013I'm Open, LLC Foundersince Feb 2009
Fiduciary Assistant at Senior Planning Services
Full Profile

Lindsay Leonard Santa Barbara, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Owner • Founder • Chief Administrative Officer • Chief Executive • Founding Member • Representative • Security • Research Analyst • Economist • Research Assistant • Researcher • Survey Researcher • Agent • Sales Representative • Director • Management Analysts • Financial Manager • Operations Manager • Publisher • Publishing Professional • Mathematics • Biologist • Biological Scientist • Mathematician • Patient Care Technician • Patient Support Representative • Healthcare Support • Bachelor of Science • Market Research Analyst • Investment Analyst • Puchasing and Estimating Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner and Founder at Santa Barbara Estate Services
Title:
Owner and Founder, Santa Barbara Estate Services
Location:
Santa Barbara, California Area
Industry:
Consumer Services
Work history:
Santa Barbara Estate Services Owner and Foundersince Jan 2009Dunvegan Associates Research AnalystApr 2009 - Feb 2010
Skills:
Investments, Equity Research, Equities, Industry Analysis, Valuation, Research, Analysis, Data...
Full Profile

Dawn Eyman Santa Barbara, CA

Professions & Specialties

Advocate • Fiduciary • Jurist • Legal Counsel • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Financial Director • Financial Officer • Area Manager • Managers • Board Member • Chairperson • Treasurer • Customer Relations • Management Team Executive • Operations Manager • Chief Executive • Office Assistant • Counselor • Business Administrator • Office Clerk • Clerical Specialist • Advisor • Information Systems Analyst • IT Analyst • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Recruitment • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Project and Financial Manager at Armendariz Partners, Area Manager at Axia Merchant Services
Title:
Project Management and Financial Services
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Armendariz Partners - Santa Barbara, CAProject and Financial Managersince Jun 2012Axia Merchant Services Area Managersince May 2007
Skills:
Training, Competitive Analysis, Retirement, Employee Benefits, Human Resources, Account Management, ...
Full Profile

Mischa Barteau Santa Barbara, CA

Professions & Specialties

Law Specialist • Lawyers • Fiduciary • Judicial Law Clerk • Trust Law Attorney • Apprentice • Student Worker • Coordinator • Guide • Managers • Tour Guide • Childcare Worker • Childcare Workers • Juris Doctor • Government Administration Professional • Community Service Manager

Experience & Education

Position:
Staff Attorney, Legal Resource Center at Legal Aid Foundation of Santa Barbara County
Title:
Staff Attorney at Legal Aid Foundation of Santa Barbara County
Location:
Santa Barbara, California Area
Industry:
Law Practice
Work history:
Legal Aid Foundation of Santa Barbara County Staff Attorney, Legal Resource Centersince Jun 2011The Honorable Brian Hill, Presiding Judge at Santa Barbara Superior Court InternFeb 2011 - May 2011
Full Profile

Josue Sanchez Santa Barbara, CA

Professions & Specialties

Trust Law Attorney • Lawyers • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Physical Therapist • Physical Therapists • Student Worker • SalesForce Administrator • Data Entry Specialist • Database Administration Professional • Database Administrator • Data Scientist • Certified Public Accountant • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Business Administrator • Supporting Member • Leader • Non-Profit • Team Member • Managers • Government Administration Professional • Advertising Professional • Advertising Sales Agent • Operations Manager • Community Service Manager

Experience & Education

Position:
Accountant-Auditor I at County of Santa Barbara
Location:
Santa Barbara, California Area
Industry:
Accounting
Work history:
County of Santa Barbara - Santa Barbara, California AreaAccountant-Auditor Isince 2012United States Army Reserve Civil AffairsJan 2006 - Apr 2013
Languages:
Spanish
..preparation for complex individual and fiduciary tax returns by using CCH ProSystems Fx &..
Full Profile

Mark Watson Santa Barbara, CA

Professions & Specialties

Trust Law Attorney • Lawyers • Pastoral Worker • Minister • Clergy • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Position:
Chaplain at Visiting Nurses and Hospice Care, Minister at Large at PC(USA)
Title:
Chaplain at Visiting Nurses and Hospice Care
Location:
Santa Barbara, California Area
Industry:
Hospital & Health Care
Work history:
Visiting Nurses and Hospice Care - Santa Barbara, California AreaChaplainsince Oct 2012PC(USA) Minister at Largesince Jul 2011
Professional Fiduciary Management for Trustees and Conservators
Full Profile

Matt Collins Santa Barbara, CA

Professions & Specialties

Trust Law Attorney • Lawyers • Shop Manager • Sales Manager • Manager in Training • Managers • Operations Manager • Business Administrator • Customer Service

Experience & Education

Position:
Center Store Manager at Albertsons
Title:
Center Store Manager
Location:
Santa Barbara, California
Industry:
Retail
Work history:
Albertsons - Santa Barbara, California AreaCenter Store Managersince Aug 2011Albertsons Manager in TrainingJul 2009 - Oct 2010
Fiduciary
Full Profile

Joe Benscoter Santa Barbara, CA

Professions & Specialties

Trust Law Attorney • Lawyers • Bookkeeper • Manager • Operations Manager • Project Managers • Project Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Bookkeeper at Marketing Bulletin Board, Financial Administrator/Project Manager at Roatan Island...
Title:
Spreadsheet Specialist
Location:
Santa Barbara, California
Industry:
Accounting
Work history:
Marketing Bulletin Board Bookkeepersince Aug 2011Roatan Island Ventures Financial Administrator/Project Managersince Feb 2010
and fiduciary Tax returns
Full Profile

Hannah Sink Santa Barbara, CA

Professions & Specialties

Trust Law Attorney • Lawyers • Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Logistician • Bartender • Administrative Clerk • Clerical Specialist • Cashier Clerk • Cashier • Caregiver • Nursing Assistant • Branch Manager • Field Marketing Specialist • Marketing Administrator • Bachelor of Arts • Food Service Worker • Food and Beverages Professional • Food and Beverage Attendant • Marketing Manager

Experience & Education

Position:
Financial Planner at AmeriFlex Financial Services
Location:
Santa Barbara, California Area
Industry:
Accounting
Work history:
AmeriFlex Financial Services Financial Plannersince Jul 2011Ameriflex Financial Services Financial Planning AssociateJul 2010 - Jul 2011
Fiduciary Assistant at Senior Planning Services
Full Profile

Frank Tabar Santa Barbara, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Chief Executive • Security • Business Administrator • Master of Business Administration

Experience & Education

Position:
V.P. Technology Officer at Farmers & Merchants Bank of Long Beach
Title:
VP, Strategic Risk and Operating Officer
Location:
Santa Barbara, California Area
Industry:
Banking
Work history:
Farmers & Merchants Bank of Long Beach V.P. Technology OfficerBank of the West VP and Sr. Strategic Proj and Trust Ops Mgr.Jul 2010 - Jun 2012
Full Profile

Donald Kendig Santa Barbara, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Certified Public Accountant • Controller • Accounting Bookkeeper • Bookkeeper • Chief Executive Officer • Financial Director • Corporate Executive • Manager • Chief Executive • Financial Officer • Financial Manager • Operations Manager • Business Manager • Financial Compliance Examiner • Auditor • Graphic Designer • Network Systems Administrator • Computer Network Professional • Network Administrator • IT Manager • IT Analyst

Experience & Education

Work

Company:
Ventura county employees' retirement association
Executive officer/retirement administrator
Company:
Santa barbara county
Chief financial officer/business manager

Skills

Database Programming, MS SQL, MS Access, Adobe Photoshop, Graphic Design, Web Authoring,...
Full Profile

Joseph Fonte Santa Barbara, CA

Professions & Specialties

Trust Law Attorney • Lawyers • Chairperson • Chief Executive Officer • Chief Executive • Corporate Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Operations Manager • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bachelor of Arts • School Administrator • Educational Manager

Experience & Education

Position:
President, CEO at The Source Financial Group
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
The Source Financial Group President, CEOsince Jun 2010401(k) Plan Solutions, Inc. President/CEO2005 - 2010
401,k,Fiduciary Support
Full Profile

Marika Fedderson Boulder, CO

Professions & Specialties

Chancellor • Chief Judge • Judge • Fiduciary • Trust Law Attorney • Lawyers • Tax Preparer • Accounting Clerk • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Independent Consultant • Counselor • Advisor • Junior Tax Accountant • Controller • Front Office Receptionist • Managers • Bachelor of Business Administration • Master of Business Administration • Hospital Care Professional • Health Professional • Health Practitioner • Conservation Scientist • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Accounting Clerk at University of Colorado Boulder - Office of the Chancellor, Independent...
Title:
Accountant and Tax Preparer
Location:
Boulder, Colorado
Industry:
Accounting
Work history:
University of Colorado Boulder - Office of the Chancellor Accounting Clerksince May 2013Plan !t Now, NFP Independent Consultantsince Apr 2013
Full Profile

Elena Svitavsky New York, NY

Professions & Specialties

Trust Law Attorney • Lawyers • Counselor • Non-Profit • Advisor • Board Member • Management Team Executive • Operations Manager • Model • Author • Managers • Chief Executive • Marketing Manager • Master of Business Administration • Bachelor of Arts • Master of Science

Experience & Education

Position:
Financial Writer at Purcell Communications, Writing Consultant at Independent
Title:
Financial Communications Professional
Location:
Greater New York City Area
Industry:
Writing and Editing
Work history:
Purcell Communications Financial Writersince 2009Independent Writing Consultantsince Jan 2003
Manager of Fiduciary Advisory Services
Full Profile

Kirk Carson San Diego, CA

Professions & Specialties

Real Estate Attorney • Law Specialist • Real Estate Attorneys • Lawyers • Trust Law Attorney • Agent • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Acquisitions at West of 5 LLC
Title:
Real Estate Attorney & Broker
Location:
Greater San Diego Area
Industry:
Law Practice
Work history:
West of 5 LLC - Greater San Diego AreaAcquisitionsU.S. Bankruptcy Court - San Diego, CaJudicial ExternSep 2012 - Dec 2012
Languages:
Spanish
researched breach of fiduciary duty
Full Profile

Fiduciarys near Santa Barbara, CA048121620San Luis ObispoBakersfieldVenturaCamarilloOjaiOxnardCarpinteriaPismo BeachAvila BeachLompoc


Fiduciarys around Santa Barbara, CA

Avila Beach  (1)
Bakersfield  (8)
Camarillo  (3)
Carpinteria  (1)
Lompoc  (1)
Ojai  (2)
Oxnard  (1)
Pismo Beach  (1)
Santa Maria  (1)
Ventura  (3)

Fiduciarys in California

Sub-specializations

Executor  (4)
Fiduciary  (37)