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Fiduciarys in California

Fiduciarys in Van Nuys, CA

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18 results found

James Birnberg Van Nuys, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Office:
Oldman, Cooley, Sallus, Birnberg & Coleman LLP
16133 Ventura Boulevard, Penthouse Suite, Encino, CA 91436
Phone:
(818) 986-8080 (Phone)
Specialties:
Estate Planning, Probate
ISLN:
909015754
Admitted:
1966, California and U.S. District Court, Central District of California, 1972, U.S. Court of Appeals, Ninth Circuit
Biography:
Phi Beta Kappa. Recipient: Woodrow Wilson Fellowship, 1961-1962; V. Judson Klein Award, State Bar...
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Mortimer Laski Van Nuys, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Office:
Laski & Gordon LLP
15233 Ventura Blvd., Penthouse Ste. 1, Sherman Oaks, CA
Specialties:
Estate Planning, Fiduciary Income Tax
ISLN:
905612766
Admitted:
1970
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Michael Daymude Van Nuys, CA

Professions & Specialties

Attorney At Law • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Company:
Michael R. Daymude, Esq.
Address:
15303 Ventura Blvd., 9Th Floor, Sherman Oaks, CA 91403 - Property Information
Phone:
(818) 971-9409 (Office)
Specialties:
Litigation - 75%(49 years, 2,000+ cases)
Real Estate - 10%(49 years, 300+ cases)
Licenses:
California - Active     1974
Experience:
Attorney at Law Office of Michael R. Daymude     2001-present
Attorney at Kern & Wooley, LLP     2000-2001
School:
UCLA School of Law     1974
Degree:
J.D. - Law
School:
Univ of California Irvine     1971
Degree:
A.B. - Economics
Languages:
English
Awards:
Featured Attrney - Avvo     2014
Top Contributor - Avvo     2014
Associations:
United States Court of Appeals For the Ninth Circuit - Admitted     2001-present
United States District Court for the Northern District of California - Admitted     2000-present

  The defense and prosecution of claims and lawsuits is a major part of my practice. If you have a ...

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Thomas Ii Van Nuys, CA

Professions & Specialties

Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Partner • Chief Executive

Experience & Education

Address:
15303 Ventura Blvd Ste 1400, Sherman Oaks, CA 91403 - Property Information
Phone:
(310) 557-9200 (Office)
Specialties:
Real Estate - 60%(35 years, 1,000+ cases)
Litigation - 30%(35 years)
Licenses:
California - Active     1989
Nevada - Attorney Active     1991
Experience:
Partner at Kulik, Gottesman & Siegel, LLP     2003-present
Partner at Wilner, Klein & Siegel     1989-1993
School:
Loyola Law School     1989
Degree:
law
School:
University of Nevada-Las Vegas     1986
Degree:
undergraduate - Political Science
Languages:
English
Awards:
Southern California Super Lawyers 201 - Thomson Reuters     2014
Southern California Super Lawyers 2013 - Thomson Reuters     2013
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B. Baillio Van Nuys, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Bachelor of Science • Construction • Project Manager • Security • Project Managers

Experience & Education

Office:
Marcin Lambirth, LLP
16830 Ventura Boulevard, Suite 320, Encino, CA 91436
Phone:
(818) 305-2800 (Phone)
ISLN:
921810208
Admitted:
2010, California
Biography:
Mr. Baillio focuses his practice on trial and appellate advocacy, with interests in business and...
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Jeff Nicholson Los Angeles, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Operations Manager • Director of Operations • Information Technology Specialist • IT Specialist • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Database Administration Professional • Database Administrator • Supporting Member • Business Administrator • Business Consultant • Advisor • Analysts • Team Member • Dean • Higher Education Professional • School Administrator • Educational Manager • Business Data Specialist • Market Research Analyst • Researcher • Survey Researcher

Experience & Education

Position:
Sales Operations Manager at RPost
Location:
Greater Los Angeles Area
Industry:
Information Technology and Services
Work history:
RPost - Greater Los Angeles AreaSales Operations Managersince Jun 2013RCN Estate - Grant County, NMAdministratorJan 2012 - Apr 2013
Skills:
SaaS, E-commerce, Salesforce.com, Account Management, Strategic Partnerships, Project Management,...
Certifications:
Salesforce Administration, Saleforce.com Training & Certification
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Gavin Kim Los Angeles, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Assistant Vice President • Vice President • Chief Executive • Analyst • Supporting Member • Advisor • Analysts • Team Member • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Real Estate Sales Agent • Sales Representative • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Investment Management Specialist at Wells Fargo - The Private Bank
Title:
Assistant Vice President - Investment Management Specialist at Wells Fargo Wealth Management Group
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
Wells Fargo - The Private Bank - Brentwood, CAInvestment Management Specialistsince Jul 2009Wells Fargo Investments Financial Consultant AssociateJun 2007 - Jul 2009
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Roxanna Kaz Van Nuys, CA

Professions & Specialties

Conservator • Fiduciary • Lawyers • Trust Law Attorney • Caregiver • Nursing Assistant • Juris Doctor

Experience & Education

Address:
15760 Ventura Blvd #700, Encino, CA 91436 - Property Information
Phone:
(818) 788-8747 (Office)
Specialties:
Estate Planning - 65%(25 years)
Elder Law - 25%(25 years)
Licenses:
California - Active     1999
School:
Southwestern Univ SOL     1999
Degree:
JD
School:
California St Univ Northridge     1970
Degree:
BA - History
Associations:
Beverly Hills Bar Association - Member     2000-present
Women Lawyers Association of Los Angeles - Member     2000-present

I specialize in Estate planning to assist my clients in arranging for a secure future for...

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Jan Jones Los Angeles, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Manager • Financial Director • Operations Manager • Financial Officer • Financial Manager • Counselor • Advisor • Gemologist • Entertainment Professional • Jewelsmith • Jeweler • Entertainer • Software Engineer • Software Developers • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Consultant, outside CFO at BCAY Inc, Accounting Manager at SRG, LLP
Title:
Accounting Manager at SRG LLP
Location:
Greater Los Angeles Area
Industry:
Accounting
Work history:
BCAY Inc - Camarillo, CAConsultant, outside CFOsince Feb 2003SRG, LLP - Encino, CAAccounting Managersince Mar 1993
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Denise Klein Los Angeles, CA

Professions & Specialties

Fiduciary • Conservator • Executor • Trust Law Attorney • Lawyers • Judicial Law Clerk • Counselor • Volunteer • Advisor • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Tax Accountant • Financial Manager • Operations Manager

Experience & Education

Position:
California Licensed Professional Fiduciary at Klein Fiduciary Services, Benefits Enrollment...
Title:
Professional Fiduciary
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Klein Fiduciary Services - Sherman Oaks, CA 91403California Licensed Professional Fiduciarysince May 2012WISE and Healthy Aging Benefits Enrollment Counselor, Volunteersince Feb 2013
Skills:
Trusts, Fiduciary Services, Conservatorships, Executor, Powers of Attorney, Guardianship, Estate...
Certifications:
California Licensed Professional Fiduciary, PFB
Certified Public Accountant, Dept of Consumer Affairs
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Lizette Zendejas Van Nuys, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Accounting Clerk • Accounting Bookkeeper • Bookkeeper

Experience & Education

Work

Company:
Weinstock fiduciary services
Accountant
Company:
La sierra university - Riverside, CA
Staff accountant
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Gerald Cannizzaro Los Angeles, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Claims Investigator • Insurance Examining Clerk • Claims Examiner • Manager • Operations Manager • Entertainment Professional • Entertainer • Liability Specialist • Insurance Professional • Underwriter • Vice President • Chief Executive • Field Supervisor • Investigator • Supporting Member • Private Investigator • Management Analyst • Analysts • Managers • Team Member

Experience & Education

Position:
Senior 'Guest Claims' Representative at The Walt Disney Company
Title:
Senior Guest Claims Representative at The Walt Disney Company
Location:
Los Angeles, California
Industry:
Insurance
Work history:
The Walt Disney Company - Anaheim, CASenior 'Guest Claims' Representativesince Dec 2012The Liberty Company - Woodland Hills, CAClaims Manager2012 - 2012
Skills:
Licensed Private Investigator; CA License Number 21-427, Property & Casualty Insurance,...
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Gary Handler Van Nuys, CA

Professions & Specialties

Trust Law Attorney • Lawyers • Senior Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Corporate Executive • Accounting Analyst • Financial Analyst • Master of Business Administration • Bachelor of Science • Master of Science

Experience & Education

Position:
Senior Vice President - Investments at UBS Wealth Management
Title:
Senior Vice President at UBS Financial Services, Inc.
Location:
Encino, California
Industry:
Financial Services
Work history:
UBS Wealth Management - Encino, CASenior Vice President - Investmentssince Apr 2007RBC Dain Rauscher - Greater Los Angeles AreaSenior Vice PresidentJun 2003 - Apr 2007
Certifications:
ACCREDITED INVESTMENT FIDUCIARY (AIF)™, University of Pittsburgh’s Graduate Center for Fiduciary Studies
PLANSPONSOR RETIREMENT PROFESSIONAL (PRP) ™, PLANSPONSOR Institute
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Joyce Manning Van Nuys, CA

Professions & Specialties

Fiduciary • Advocate • Trust Law Attorney • Lawyers • Jurist • Legal Counsel • Representative • Product Specialist • Marketing Manager • Business Administrator • Operations Manager • Account Service Manager

Experience & Education

Work

Company:
Danmer custom shutters
Sales and marketing representative
Company:
Lunada biomedical - Los Angeles, CA
Product specialist

Skills

Rental Furnishing, Customer Service, MS Microsoft, Telemarketing, Territory Management, Business...
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Todd Rubinstein Van Nuys, CA

Professions & Specialties

Conservator • Receivership • Fiduciary • Lawyers • Bankruptcy Attorney • Financial Regulation Attorney • Trust Law Attorney • Agent • Sales Representative • Chief Executive • Property Manager • Real Estate Manager

Experience & Education

Work:
Prudential Cal Realty
Encino, CA
(818) 601-7200 (Phone)
About:
Having sold virtually 35 properties in 2002 and 30 properties in 2003, 25 properties in 2004, just...
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
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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

Cheri Skewes Layton, UT

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Representative • Owner • Chief Executive • Agent • Sales Representative • Marketing Manager • Room Service Food Server • Food Service Worker • Food and Beverages Professional • Food and Beverage Attendant

Experience & Education

Position:
Marketing Rep at Inwest Title Services
Location:
Layton, Utah
Industry:
Real Estate
Work history:
Inwest Title Services - Weber & Davis CountiesMarketing Repsince Mar 2013Weichert Realtors At The Rockies RealtorJan 2012 - Mar 2013
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Fiduciarys near Van Nuys, CA0165330495660825Los AngelesBeverly HillsSanta MonicaWoodland HillsCalabasasPacific PalisadesSan FernandoNorthridgeNorth Hollywood


Fiduciarys around Van Nuys, CA

Beverly Hills  (26)
Calabasas  (6)
Los Angeles  (823)
Northridge  (2)
San Fernando  (3)
Santa Monica  (25)

Fiduciarys in California

Sub-specializations

Executor  (1)
Fiduciary  (18)