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Fiduciarys in California

Fiduciarys in Santa Monica, CA

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25 results found

Nicholas Saakvitne Santa Monica, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Board Member • Executive Compensation • Management Team Executive • Operations Manager • Chief Executive • Insurance Actuary • Statistician • Editorial Assistant • Editing Professional • Writing and Editing Professional • Writer and Editor

Experience & Education

Office:
Nicholas L. Saakvitne A Law Corporation
532 Colorado Avenue, Second Floor, Santa Monica, CA 90401
Phone:
(310) 451-3225 (Phone)
Specialties:
ERISA, Pension Plans
ISLN:
904100462
Admitted:
1977, Massachusetts and U.S. Tax Court, 1979, U.S. Claims Court and California
Biography:
Associate Editor, New York University Journal of International Law and Politics, 1975-1976. Legal...
Full Profile

Philip Boesch Santa Monica, CA

Professions & Specialties

Conservator • Fiduciary • Lawyers • Trust Law Attorney • Entertainment Professional • Entertainer • Security • Civil Servant • Management Team Executive • Operations Manager • Chief Executive

Experience & Education

Office:
The Boesch Law Group
225 Santa Monica Boulevard, 11Th Floor, Santa Monica, CA 90401
Phone:
(310) 578-7880 (Phone), (310) 578-7898 (Fax)
Specialties:
Civil Litigation, Business Litigation
ISLN:
901377614
Admitted:
1974, California, 1976, U.S. District Court, Northern, Eastern, Central and Southern Districts of California
Biography:
Admitted pro hac vice before U.S. District Courts and State Trial Courts in California, Hawaii,...
Full Profile

Paul Stanton Santa Monica, CA

Professions & Specialties

Fiduciary • Conservator • Trust Law Attorney • Lawyers

Experience & Education

Office:
Paul L. Stanton
1250 6Th St., Ste. 300, Santa Monica, CA
Specialties:
Fiduciary Litigation, Probate
ISLN:
903476438
Admitted:
1973
Full Profile

David Smith Santa Monica, CA

Professions & Specialties

Law Specialist • Fiduciary • Lawyers • Trust Law Attorney • Partner • Board Member • Chief Executive • Management Team Executive • Operations Manager • Investor • Construction • Software Developer • Software Developers • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Office:
Stradling Yocca Carlson & Rauth A Professional Corporation
100 Wilshire Boulevard, Suite 440, Santa Monica, CA 90401
Phone:
(424) 214-7024 (Phone)
Specialties:
Corporate Law, Clean Technology
ISLN:
915805653
Admitted:
2000, New York, 2008, California
Biography:
David M. Smith is a shareholder in Stradling's corporate law practice.

Mr. Smith's...
Full Profile

Gregory Glazer Santa Monica, CA

Professions & Specialties

Corporate Counsel • Lawyers • Trust Law Attorney • Legal Counsel • Human Resources Specialist • Recruitment • Psychologist • Psychology Specialist • Speaker • Managers • Spokesperson • Representative • Board Member • Chief Executive • Management Team Executive • Operations Manager

Experience & Education

Office:
Hirschfeld Kraemer LLP
233 Wilshire Boulevard, 6Th Floor, Santa Monica, CA 90401
Phone:
(310) 255-0705 (Phone)
Specialties:
Employment Litigation and Dispute Resolution, Wage and Hour Practice
ISLN:
909881779
Admitted:
1994, California, U.S. District Court, Central, Northern, Eastern and Southern Districts of California
Biography:
Greg Glazer is a partner in the firm's Los Angeles office. Mr. Glazer's practice and civil...
breaches of fiduciary
Full Profile

Reed Schaper Santa Monica, CA

Professions & Specialties

Trust Law Attorney • Lawyers • Human Resources Specialist • Recruitment • Psychologist • Psychology Specialist • Author • Board Member • Chief Executive • Management Team Executive • Operations Manager

Experience & Education

Office:
Hirschfeld Kraemer LLP
233 Wilshire Boulevard, 6Th Floor, Santa Monica, CA 90401
Phone:
(310) 255-0705 (Phone)
Specialties:
Employment Litigation and Dispute Resolution, Trade Secrets/Unfair Competition Litigation and Advice
ISLN:
904000946
Admitted:
1978, California, U.S. District Court, Central, Northern, Southern, Eastern
Biography:
Reed Schaper is a partner in the firm's Los Angeles office, and that office's senior litigation...
..hree-month unfair competition/breach of fiduciary duty case after key employee defected to..
Full Profile

John Shields Santa Monica, 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
100 Wilshire Boulevard, Suite 440, Santa Monica, CA 90401
Phone:
(805) 705-3793 (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

Alan Gecht Los Angeles, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Senior Vice President • Chairperson • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Planner • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Operations Manager • Buyer and Seller • Sales Representative • Market Research Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Senior Vice President at Corporate Realty Associates
Title:
Vice President at Corporate Realty Associates
Location:
Greater Los Angeles Area
Industry:
Commercial Real Estate
Work history:
Corporate Realty Associates - Santa Monica, CASenior Vice Presidentsince Jan 1998Toastmasters International President1992 - 2013
Skills:
Tenant Representation, Office Leasing Expert, Lease Negotiations and Renegotiations, Real Estate...
Certifications:
Real Estate Broker, California
Certified Public Accountant, California
Full Profile

Brett Bjornson Los Angeles, CA

Professions & Specialties

Articled Clerk • Fiduciary • Law Specialist • Lawyers • Trust Law Attorney • School Principal • Associate Professor • School Administrator • Educational Manager • Lecturer • Postsecondary Teacher • Owner • Chief Executive

Experience & Education

Position:
Principal at Brett A. Bjornson, Esq., Professional Law Corporation, Past Adjunct Professor at...
Title:
Principal at Brett A. Bjornson, Esq., Professional Law Corporation
Location:
Greater Los Angeles Area
Industry:
Law Practice
Work history:
Brett A. Bjornson, Esq., Professional Law Corporation Principalsince Nov 2004Glendale University College of Law | Law School Los Angeles Past Adjunct Professorsince Sep 2012
Skills:
Estate Tax Planning, Income Tax, High Net Worth Individuals, Tax, Estate Planning, Trusts, Trials,...
Full Profile

Christina Kurtz Los Angeles, CA

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyers • Supporting Member • Construction • Team Member

Experience & Education

Position:
Associate at Milstein Adelman, LLP
Location:
Greater Los Angeles Area
Industry:
Law Practice
Work history:
Milstein Adelman, LLP - Santa Monica, CAAssociatesince Aug 2005
Full Profile

Chase Thomas Santa Monica, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Retail Design Architect • Advertising Professional • Product Specialist • Advertising Sales Agent • Supporting Member • Team Member • Manager • Marketing Manager • Operations Manager • Financial Analyst

Experience & Education

Position:
Associate Retail Marketing Manager at Activision
Location:
Santa Monica, California
Industry:
Marketing and Advertising
Work history:
Activision - Santa Monica, CAAssociate Retail Marketing Managersince Jun 2012Activision - Greater Los Angeles AreaSenior Financial AnalystMar 2010 - Jun 2012
Full Profile

Kayli Yoong Los Angeles, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Director of Catering • Business Development Manager • Operations Manager • Food Service Workers • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Assistant Director of Catering at Sheraton Delfina Santa Monica, Business Development Manager at...
Title:
Assistant Director of Catering at Sheraton Delfina Santa Monica
Location:
Greater Los Angeles Area
Industry:
Hospitality
Work history:
Sheraton Delfina Santa Monica - Santa Monica, CAAssistant Director of Cateringsince Apr 2012North Pier Fiduciary Management - Greater Los Angeles AreaBusiness Development Managersince Jan 2011
Full Profile

Antonio Spears Beverly Hills, CA

Professions & Specialties

Trust Law Attorney • Lawyers • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Counselor • Speaker • Business Consultant • Non-Profit • Advisor • Team Member • Spokesperson • Representative • Movie Producer • Film and Video Producer • Art Producer • Media Producer • Managers • Entertainer • Project Managers • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor Associate, Wealth Management at Morgan Stanley, Corporate Business...
Title:
Morgan Stanley Financial Advisor Associate, Film/TV Producer, Consultant & Key Note Speaker
Location:
Beverly Hills, California
Industry:
Investment Management
Work history:
Morgan Stanley - Beverly Hills, CaliforniaFinancial Advisor Associate, Wealth ManagementDick Clark Productions - Santa Monica, CACorporate Business Development/Digital Content Producersince 2009
Skills:
Estate Planning, Wealth Management, Strategic Financial Planning, Wealth, Investments, Public...
Professional Trust and Fiduciary Services
Full Profile

Mary Abundo El Segundo, CA

Professions & Specialties

Counselor • Business Specialist • Advisor • Sales Support • Relationship Manager • Agent • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Operations Manager

Experience & Education

Position:
Advisory Consultant at Cetera Financial Group
Location:
El Segundo, California
Industry:
Financial Services
Work history:
Cetera Financial Group - El Segundo, CAAdvisory Consultantsince Mar 2012Cetera Financial Group - El Segundo, CAOperations and Business SpecialistJan 2009 - Mar 2012
..transaction based practice to a fee/fiduciary based practice
Full Profile

Adam Fasullo Beverly Hills, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Office Assistant • Office Clerk • Clerical Specialist • Entertainment Professional • Entertainer • Business Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Intern • Marketing Professional • Advertising Sales Agent • Production Director • Technical Director • Production Manager • Technical Managers • Operations Manager • Bachelor of Science • Consumer Goods Professional • Commodities Clerk • Student Worker • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Executive Assistant - Comedy Development at HBO
Location:
Beverly Hills, California
Industry:
Entertainment
Work history:
HBO - Santa Monica, CAExecutive Assistant - Comedy Developmentsince Jan 2013WME - Beverly Hills, CAAssistant in Motion Picture LitMay 2011 - Jan 2013
Skills:
Social Media, Microsoft Office, Microsoft Excel, Facebook, Social Media Marketing, Microsoft Word,...
Full Profile

James Richwine Santa Monica, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Executive Officer • Managing Partner • Corporate Executive • Chief Executive • Partner • Advisor • Leader • Managers • Founder • Founding Member • Vice President • Bachelor of Science

Experience & Education

Position:
Managing Partner at James Richwine, Applied Business Consulting
Title:
EXPERIENCED BUSINESS PROFESSIONAL, APPLIED BUSINESS CONSULTING, INTERIM CEO
Location:
Santa Monica, California
Industry:
Management Consulting
Work history:
James Richwine, Applied Business Consulting - Santa Monica, CaliforniaManaging Partnersince Apr 2008Early X Foundation - The Graziadio School, Pepperdine UniversityAdvisor and ParticipantApr 2012 - Mar 2013
Full Profile

Saurish Bhattacharjee Los Angeles, CA

Professions & Specialties

Law Specialist • Law Clerk • Lawyers • Judicial Law Clerk • Paralegal • Student Lawyer • Trust Law Attorney • Jurist • Legal Counsel • Supporting Member • Team Member

Experience & Education

Position:
Associate at Akin Gump Strauss Hauer & Feld LLP
Location:
Greater Los Angeles Area
Industry:
Law Practice
Work history:
Akin Gump Strauss Hauer & Feld LLP - Century City, CAAssociatesince Sep 2012Rosenberg Mendlin & Rosen LLP - Santa Monica, CALaw ClerkJan 2012 - Apr 2012
Certifications:
Licensed Attorney, State Bar of California
,ii,breach of fiduciary duty in hotel management agreements
Full Profile

Christopher Arotin Los Angeles, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Director • Owner • Operations Manager • Chief Executive • School Principal • School Administrator • Educational Manager • Tax Consultant • Tax Accountant • Supervisor • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member • Group Fitness Instructor • Health and Fitness Teacher • Sports Trainer • Sports Trainers • Agent • Sales Representative • Wellness and Fitness • Student Worker

Experience & Education

Position:
Principal at HPM Partners, Director of Participant Support at Pension Architects - CA, Tax...
Title:
Director of Partcipant Support
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
HPM Partners - Malibu, CAPrincipalsince Jan 2013Pension Architects - CA - Malibu, CADirector of Participant Supportsince May 2008
Skills:
Microsoft Excel, Financial Analysis, Compliance, Investments, Financial Modeling, Securities, Asset ...
Certifications:
Series 7 & 66, FINRA
IRS Enrolled Agent (EA), Internal Revenue Service
Full Profile

Christopher Arotin Santa Monica, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Director • Operations Manager • Tax Consultant • Tax Accountant • Assistant Manager • Supporting Member • Manager in Training • Supervisor • Apprentice • Managers • Team Member • Bachelor of Science • Sales Representative • Student Worker

Experience & Education

Work

Company:
Pension architects - hpm partners member firm
Director of participant services
Company:
Learnvest, inc
Tax consultant

Skills

Level 1 Chartered Financial Analyst Completed, Dec. 2012 CFA Level 2 Candidate, June 2015. FINRA ...
Full Profile

Elizabeth Sorgen Santa Monica, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Agent • Sales Representative • Founder • Chief Executive • Founding Member • Entrepreneur • Managers • Bachelors Degree • Property Manager • Real Estate Manager

Experience & Education

Specialties:
REO / Bank Owned, Short sales, Residential sales, Luxury homes, First time home buyers, Distressed properties, Probate, Relocation, Property Management
Work:
Sorgen International
Santa Monica, CA
(310) 469-0500 (Phone)
License #01405736
Certifications:
SRES, GREEN, CIPS, e-PRO, BPOR, PMN, CDPE
Client type:
Home Buyers, Home Sellers
Property type:
Single Family Home, Condo/Townhome, Multi-family
Interests:
Santa Monica Real Estate, Property Managment, Real Estate Investments, 1031 Exchanges, Hikes, meeting people, Everything cultural, Habitat for Humanity
Full Profile

Alessandra Castrogiovanni Santa Monica, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Agent • Sales Representative • Entertainment Professional • Entertainer • Chief Administrative Officer • Chief Executive • Property Manager • Real Estate Manager

Experience & Education

Specialties:
Residential sales, Luxury homes, First time home buyers, Staging
Work:
Berkshire Hathaway HomeServices
Santa Monica, CA
(310) 529-2929 (Phone)
License #01924066
Client type:
Home Buyers, Home Sellers
Property type:
Single Family Home, Condo/Townhome, Multi-family
Languages:
French, Italian
Skills:
Excellent Market Knowledge, , Incredibly Efficient, Unparalleled Professionalism, , Masterful Creativity, Superior Fiduciary Services, Expert Negotiator, High Ethical Standards, Values Integrity and Relationships
Full Profile

Katie Deline Carlsbad, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Law Specialist • Recruitment • Human Resources Specialist • Public Information Officer • IT Manager • Managing Partner • Operations Manager • Partner • Chief Executive • Leader • Public Relations Officer • Business Administrator • Administrative Clerk • Clerical Specialist • Managers • Public Relations Specialist • PR and Communications Professional • Public Relations Professinal • Bachelor of Business Administration • Biologist • Biological Scientist • Student Worker • Food Service Worker • Food and Beverages Professional • Food and Beverage Attendant

Experience & Education

Position:
Attorney Recruitment and Development Assistant at Paul, Weiss, Rifkind, Wharton & Garrison LLP, ...
Title:
Attorney Recruitment and Development Assistant at Paul, Weiss, Rifkind, Wharton & Garrison LLP
Location:
Carlsbad, California
Industry:
Human Resources
Work history:
Paul, Weiss, Rifkind, Wharton & Garrison LLP - Washington D.C. Metro AreaAttorney Recruitment and Development Assistantsince May 2013North Pier Fiduciary Management Communications Managersince Jun 2012
Full Profile

Debbie Anderson Saint Louis, MO

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Executive Vice President • Vice President • Chief Executive Officer • Chief Executive • Corporate Executive

Experience & Education

Position:
EVP Sales,Marketing,Merchandising and Design at KOI
Location:
Greater St. Louis Area
Industry:
Retail
Work history:
KOI - Santa Monica,CaEVP Sales,Marketing,Merchandising and Designsince Aug 2012Life Uniform VP MerchandisingMay 2007 - Aug 2012
Full Profile

Khushbu Doshi Long Beach, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Accountant • Accounting Bookkeeper • Financial Analyst • Accounts Payable • Accounts Payable Specialist • Finance and Accounting Specialist • Tax Preparer • Account Manager • Bookkeeper • Tax Accountant • Assessor • Public Records Assessor • Project Manager • Counselor • Advisor • Project Managers

Experience & Education

Position:
SENIOR ACCOUNTANT/ FINANCIAL ANALYST at SBMG, LLC. (formerly knowsn as Marwaha group Inc)
Title:
Senior Accountant / Tax and Accounting Professional
Location:
Long Beach, California
Industry:
Accounting
Work history:
SBMG, LLC. (formerly knowsn as Marwaha group Inc) - Anaheim, CASENIOR ACCOUNTANT/ FINANCIAL ANALYSTsince Jul 2011NADADUR VARDHAN INC - Santa Monica, CACONSULTANT - TAX AND FINANCIAL SERVICESOct 2010 - May 2011
Languages:
English, Hindi, Marathi, Gujarati
Full Profile

David Lesnick Phoenix, AZ

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Educator • Education Professional • Instructor • Advisor • Security • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Certified Nurse Aide • Nurse • Nurse Practitioner • School Administrator • Educational Manager • Sales Representative • Farmworker

Experience & Education

Position:
Financial Planner at National Planning Corporation, Owner/ Financial Planner/ 401k Specialist at...
Title:
Experienced 401k Rollover & Plan Takeover specialist for companies w/under100 employees at National Planning Corporation
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
National Planning Corporation Financial Plannersince Aug 2011Sound Advice Financial Planning - 16225 W. Woodlands, Goodyear, AZ 85338Owner/ Financial Planner/ 401k Specialistsince Sep 1991
Skills:
Strategic Financial Planning, Investments, Estate Planning, Retirement, Financial Planners,...
Certifications:
General Securities Principal, FINRA
Investment Company Products/Variable Contracts, FINRA
Full Profile

Fiduciarys near Santa Monica, CA0165330495660825Los AngelesBeverly HillsVan NuysWoodland HillsMalibuEl SegundoVeniceManhattan BeachPacific PalisadesHawthorne


Fiduciarys around Santa Monica, CA

Beverly Hills  (26)
El Segundo  (6)
Hawthorne  (1)
Los Angeles  (823)
Malibu  (6)
Van Nuys  (18)
Venice  (5)

Fiduciarys in California

Sub-specializations

Executor  (2)
Fiduciary  (25)