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Fiduciarys in California

Fiduciarys in Santa Cruz, CA

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6 results found

Steven Penrose Santa Cruz, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Bachelor of Arts • Board Member • Chairperson • Management Team Executive • Operations Manager • Chief Executive • Sales Representative

Experience & Education

Office:
Atack & Penrose LLP
1200 Pacific Avenue, Suite 260, Santa Cruz, CA 95060
Phone:
(831) 515-3344 (Phone), (831) 515-3308 (Fax)
Specialties:
Estate Planning, Estate and Trust Litigation
ISLN:
904508664
Admitted:
1979, California, 1989, Indiana (inactive)
Biography:


Steven D. Penrose is a Certified Specialist in Estate Planning, Trust & Probate Law,...
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Lisa Ferguson Santa Cruz, CA

Professions & Specialties

Paralegal • Litigation Support Specialist • Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Position:
Paralegal & Professional Fiduciary at Senior Citizens Legal Services
Title:
Paralegal & Professional Fiduciary, Senior Citizens Legal Services
Location:
Santa Cruz, California
Industry:
Legal Services
Work history:
Senior Citizens Legal Services - Santa Cruz, CAParalegal & Professional Fiduciarysince Jul 2007
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Jessica Ortez Watsonville, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Office Assistant • Counselor • Office Clerk • Clerical Specialist • Advisor

Experience & Education

Work

Company:
Practical heart fiduciary services
Executive assistant
Company:
Ceiba college preparatory middle school - Watsonville, CA
Mentor and teachers aide
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Ted Mcgee San Francisco, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Accounts Payable • Accounts Payable Specialist • Clerk • Clerical Specialist • Marketing Manager • Operations Manager • Marketing Administrator • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Loan Officers • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Accounts Payable at Akel Fiduciary Services
Title:
Finance/ Sales/ Marketing/Operations
Location:
San Francisco Bay Area
Industry:
Banking
Work history:
Akel Fiduciary Services - Sacramento, California AreaAccounts Payablesince Feb 2012City of Santa Cruz - Santa Cruz, CAAccount Clerk II2007 - 2012
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John Joy San Francisco, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Counselor • Supporting Member • Advisor • Team Member • Treasurer • Financial Officer • Financial Manager • Security • Financial Director • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Designers • Marketing Professional • Advertising Sales Agent • Equipment Tools Purchasing Agent • Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Sales Representative • Banker • Financial Services Professional • Financial Services Sales Agent • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Administrator • Educational Manager

Experience & Education

Position:
Treasury Consultant at SanDisk
Location:
San Francisco Bay Area
Industry:
Computer Hardware
Work history:
SanDisk - MilpitasTreasury Consultantsince Jul 2013HGST Inc. A Western Digital Company - San Jose, CAAssociate Treasurer/ConsultantNov 2010 - 2013
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Dave Allenbaugh San Francisco, CA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Founder • Vice President of Sales • Chief Executive • Founding Member • Sales Manager • Operations Manager

Experience & Education

Position:
R-E-T-I-R-E-D at Independent Consulting
Title:
Independent Counsulting
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Independent Consulting - Santa Cruz, CAR-E-T-I-R-E-Dsince Nov 2008Liberty Reverse Mortgage VP2003 - 2008
Skills:
Retirement, Mortgage Lending, Reverse Mortgages, Estate Tax Planning, Estate Planning, Fiduciary,...
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Fiduciarys near Santa Cruz, CA01530456075San JoseSunnyvaleLos GatosSanta ClaraCampbellMontereyLos AltosCupertinoWatsonvilleAptos


Fiduciarys around Santa Cruz, CA

Aptos  (2)
Campbell  (9)
Cupertino  (7)
Los Altos  (7)
Los Gatos  (11)
Monterey  (8)
San Jose  (73)
Santa Clara  (10)
Saratoga  (2)
Sunnyvale  (13)
Watsonville  (3)

Fiduciarys in California

Sub-specializations

Executor  (1)
Fiduciary  (6)