Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Fiduciarys in Walnut Creek, CA

Find a professional & check records

Here is a complete list of nearly every experienced Fiduciarys nearby.

Be sure to see other cities near you to find the records of more professionals.

The Trustoria Directory provides everyone with all the information needed to get the most qualified professional for every need.

28 results found

Craig Judson Walnut Creek, CA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Office:
Bold, Polisner, Maddow, Nelson & Judson A Professional Corporation
500 Ygnacio Valley Road, Suite 325, Walnut Creek, CA 94596
Phone:
(925) 933-7777 (Phone), (925) 933-7804 (Fax)
Specialties:
Public Agency Law, Civil Practice
ISLN:
906072705
Admitted:
1984, California
Biography:
Phi Beta Kappa; Phi Sigma Alpha. Recipient: Political Science Dept. Citation; Chancellor's...

Jay Chafetz Walnut Creek, CA

Professions & Specialties

Trust Law AttorneyLawyersOwnerChief Executive

Experience & Education

Phone:
(925) 933-5890 (Office), (925) 933-5620 (Fax)
Specialties:
Litigation - 70%(43 years, 3,000+ cases)
Estate Planning - 30%(23 years, 30+ cases)
Licenses:
California - Active     1980
Experience:
Owner at Law Office of Jay Chafetz     1980-present
School:
UC Hastings COL     1980
Degree:
law - Law
School:
Univ of California San Diego     
Degree:
undergraduate
Languages:
English
Awards:
Law Review - Order of the Coif     1980
Associations:
ACCTLA - Board of Directors     2011-present
Contra Costa County Bar Association - President     2012-2013

Thomas Mcconnell Walnut Creek, CA

Professions & Specialties

CommissionerFiduciaryMediatorTrust Law AttorneyLawyersLicensed Real Estate BrokerProperty ManagerReal Estate ManagerSupporting MemberClerkRepresentativeTeam MemberClerical SpecialistManagerBoard MemberOwnerChief ExecutiveOperations ManagerManagement Team ExecutiveComputer Software ProfessionalSoftware DevelopersSales PersonBuyerSales RepresentativeBuyer and Seller

Experience & Education

Office:
Miller Starr Regalia A Professional Law Corporation
1331 North California Boulevard, Fifth Floor, Walnut Creek, CA 94596
Phone:
(925) 935-9400 (Phone)
Specialties:
Business Litigation, Real Estate Litigation
ISLN:
905024026
Admitted:
1987, California
Biography:
Tom McConnell is the Chair of the Litigation Department and a member of the Executive Committee at...

John Harrison Walnut Creek, CA

Professions & Specialties

FiduciaryGeneral CounselLegal CounselJudicial Law ClerkTrust Law AttorneyLawyersOf CounselJuristLicensed Real Estate BrokerProperty ManagerReal Estate ManagerMaster of Business AdministrationJuris Doctor

Experience & Education

Company:
Harrison TSI (Office)
Phone:
(925) 939-3557 (Office), (925) 939-3531 (Fax)
Specialties:
Estate Planning - 50%(34 years)
Trusts - 25%(34 years)
Licenses:
California - Active     1981
Experience:
Attorney at Harrison TSI, a Professional Corporation     2005-present
Attorney at Acuna & Casas     2004
School:
UC - Berkeley     1982
Degree:
MBA - Finance
School:
UC Hastings     1980
Degree:
JD - Law
Languages:
English
Associations:
Estate Planning Council of Diablo Valley - Associate Member     2009-present
Tri-Valley Estate Planning Council - Associate Member     2009-present

I am married to Isabel Harrison and have four children. I enjoy playing tennis and walking. I often ...

Gregory Macdonald Walnut Creek, CA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersConstructionIndependent ContractorContractorBachelor of ScienceMaster of ScienceJuris DoctorMechanical Engineering ProfessionalMechanical EngineeringIndependent Business Owners

Experience & Education

Office:
Pandell Law Firm, Inc.
1990 North California Boulevard, Suite 1010, Walnut Creek, CA 94596
Phone:
(925) 974-1700 (Phone), (925) 974-1709 (Fax)
Specialties:
Construction Law, Professional Liability
ISLN:
917566613
Admitted:
2003, California
Biography:
Gregory M. MacDonald brings a unique perspective to the practice of law. As a mechanical engineer...

Morgan Justice Walnut Creek, CA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersAccount Service ManagerClient Service OfficerSupporting MemberNon-ProfitModeratorTeam MemberAdvisorLoan ProcessorLoan OfficerLoan OfficersLicensed Real Estate BrokerProperty ManagerReal Estate ManagerCustomer ServiceManufacturing LaborerLaborerMarketing ProfessionalAdvertising Sales AgentChildcare WorkersOperations ManagerSports Game CoachAccounting BookkeeperBookkeeper

Experience & Education

Position:
Associate Account Executive at Travelers
Location:
Walnut Creek, California
Industry:
Insurance
Work history:
Travelers - Walnut Creek, CAAssociate Account Executivesince Jun 2010TMC Development - San Francisco Bay AreaLoan ProcessorMay 2010 - Jun 2010
Languages:
English, Spanish

Diana Lowe Walnut Creek, CA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersAdvocateJuristLegal CounselPartnerChief ExecutiveSales ManagerOperations ManagerHealth Information ManagerStudent WorkerHealth Services AdministratorMedical Services ManagerHealth Services ManagerClaims AdjusterClaims InvestigatorInsurance Examining ClerkClaims ExaminerSales Account AssociateSales ExecutivePhilanthropeSupporting MemberOrganization ManagementOffice ClerkClerical SpecialistNon-ProfitTeam MemberBachelor of Science

Experience & Education

Position:
Partner at California Senior Connection
Location:
Walnut Creek, California
Industry:
Consumer Services
Work history:
California Senior Connection - Walnut Creek, CAPartnersince Jan 2013Alzheimer's Association - Lafayette, CAAmbassadorFeb 2012 - Nov 2012
Skills:
Microsoft Office, Quickbooks, Customer Service, Insurance, Outlook, Microsoft Excel, Microsoft...

Janet Bohon Walnut Creek, CA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersAdvisor

Experience & Education

Position:
SVP, Regional Fiduciary Advisor at US Trust, Bank of America
Title:
Regional Fiduciary Advisor
Location:
Walnut Creek, California
Industry:
Banking
Work history:
US Trust, Bank of America - Walnut Creek, CASVP, Regional Fiduciary Advisorsince May 2011

Casey Cross Walnut Creek, CA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersVice PresidentDirectorChief ExecutiveOperations ManagerBachelor of ScienceManagersSales Representative

Experience & Education

Work

Company:
Personal trust, mechanics bank
Vice president, director
Company:
Jp morgan private wealth management - Colorado Springs, CO
Vice president, senior fiduciary officer

Debbie Hoffman San Ramon, CA

Professions & Specialties

Trust Law AttorneyLawyersDirectorOperations ManagerCounselorAdvisorWellness and FitnessRecruitmentCorporate ExecutiveChief ExecutivePsychology SpecialistCustomer ServiceClient Service OfficerBachelor of ScienceProperty ManagerReal Estate Manager

Experience & Education

Position:
One-Star Presidential Director at GIA Wellness
Title:
One Star Presidential Director
Location:
San Ramon, California
Industry:
Health, Wellness and Fitness
Work history:
GIA Wellness - San Ramon, CAOne-Star Presidential Directorsince 2008Reliv International - Lafayette, CADistributorFeb 2001 - Feb 2008
Skills:
Nutritional Counseling, Fitness, Healthcare, Headaches, Alternative Medicine, Health Education,...
..to portfolio managers with fiduciary responsibility for multi-million dollar..

Guy Hocker Walnut Creek, CA

Professions & Specialties

Trust Law AttorneyLawyersChairpersonChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations ManagerCorporate ExecutiveBachelor of ScienceBusiness Administrator

Experience & Education

Position:
President at First Allied Retirement Services/Associates in Excellence
Title:
President at First Allied Retirement Services
Location:
Walnut Creek, California
Industry:
Financial Services
Work history:
First Allied Retirement Services/Associates in Excellence - Walnut Creek, CAPresidentsince Nov 2010Benefit Planning, Inc. PresidentJul 1999 - Oct 2010
Fiduciary Society for Ethical Financial Practices

William Massarweh Walnut Creek, CA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersAgentSales RepresentativeJuris DoctorProperty ManagerReal Estate Manager

Experience & Education

Specialties:
Residential sales, Probate, Staging
Work:
TCP Realty
Walnut Creek, CA
(925) 788-9866 (Phone)
License #01425818
Certifications:
JD
Client type:
Home Buyers, Home Sellers
Property type:
Single Family Home, Residential Rental
Interests:
Winemaking (grow and make Pinot Noir in Contra Costa County)

Paul Noceti San Francisco, CA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentModelFinance and Accounting SpecialistAccounting BookkeeperBookkeeperApplications EngineerTechnical Support SpecialistSoftware EngineerSoftware DevelopersSystems Support SpecialistSupport SpecialistsAdvisorChief Executive

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Morgan Stanley - Walnut Creek, CAFinancial Advisorsince Feb 2011Hawk Ridge Systems Applications Engineer2009 - 2011
Certifications:
Series 7, 66, 31, FINRA
CA Insurance License, State of California

Hans Forsberg San Francisco, CA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersOperations ManagerDirector of OperationsTax PreparerTax AccountantClient ManagerClient Service OfficerCustomer ServiceIndependent Business OwnersAccounting BookkeeperBookkeeperServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeTeam MemberTour Guide

Experience & Education

Position:
Operations Manager, Wealth Management Fiduciary Tax Department at Wells Fargo
Title:
Operations Manager at Wells Fargo
Location:
San Francisco Bay Area
Industry:
Banking
Work history:
Wells Fargo - Walnut Creek, CAOperations Manager, Wealth Management Fiduciary Tax Departmentsince 2011Wells Fargo - Walnut Creek, CAClient Services Manager, Business Payroll Department2008 - 2011
Skills:
Budget Management, Vendor Management, Escalation resolution, Presenting to leadership, Job posting, ...

Richard Tang San Francisco, CA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersSchool PrincipalSchool AdministratorEducational ManagerFounderPartnerFounding MemberChief ExecutiveLicensed Real Estate BrokerProperty ManagerReal Estate ManagerConstruction

Experience & Education

Position:
Principal & Founder at Paracon, Inc.
Title:
Principal & Founder, Paracon, Inc.
Location:
San Francisco Bay Area
Industry:
Wireless
Work history:
Paracon, Inc. - Northern CaliforniaPrincipal & Foundersince Jun 2004Keller Williams Real Estate - OaklandRealtor2004 - 2010

Ryan Keller San Francisco, CA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersLicensed Real Estate BrokerProperty ManagerReal Estate ManagerCounselorAdvisorCertified Nurse AideNurseNurse PractitionerBuyerBuyer and SellerSales RepresentativeSales ManagerSales Director

Experience & Education

Position:
Real Estate Consultant at Keller Williams Realty East Bay
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
Keller Williams Realty East Bay - 100 Pringle Ave. Suite 100 Walnut Creek, CA94596Real Estate Consultantsince Feb 2001Keller Williams Realty - 100 Pringle Ave. Suite 100 Walnut Creek, CA 94596Sales ManagerMar 2010 - Jul 2011

Emily Schardt San Francisco, CA

Professions & Specialties

FiduciaryConservatorTrust Law AttorneyLawyersHealth Information ManagerMedical AssistantClinical Medical AssistantHealth Services AdministratorMedical Services ManagerHealth Services ManagerHealthcare SupportAgentSales RepresentativeSenior AdvisorOffice AssistantAdvisorOffice ClerkClerical SpecialistChief Administrative OfficerChief ExecutiveNon-Profit

Experience & Education

Position:
Case Manager at North Coast Fiduciary
Title:
Case Manager
Location:
San Francisco Bay Area
Industry:
Executive Office
Work history:
North Coast Fiduciary - Walnut Creek, CACase Managersince Aug 2012Peter Linfoot, M.D. Medical Assistant / Office ManagerMar 2010 - Sep 2012
Skills:
Non-profits, Fundraising, Community Outreach, Budgets, Management Consulting, System...

Harleen Chhina San Francisco, CA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersAssistant Vice PresidentVice PresidentChief ExecutiveCustodianSupporting MemberCustodial WorkerCleanersTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Assistant Vice President, Data Custodian at Union Bank
Title:
Assistant Vice President, Global Treasury Management
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Union Bank - Walnut Creek, CAAssistant Vice President, Data Custodiansince Oct 2011BNY Mellon Corporate Trust AssociateAug 2006 - Mar 2011
Languages:
English, Hindi, Punjabi, Urdu

Eldon Brittner San Francisco, CA

Professions & Specialties

Law SpecialistCorporate CounselLawyersLegal CounselStudent LawyerOf CounselJuristTrust Law AttorneyJuris DoctorMaster of Business AdministrationServicerPoliceManagerOperations ManagerSharePoint AdministratorNetwork Systems AdministratorComputer Network ProfessionalNetwork AdministratorHuman Resources SpecialistRecruitmentCustomer ServiceClient Service OfficerSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeSecretaryBachelor of ScienceCompliance OfficerAdvisorChief ExecutiveCorporate ExecutiveMarketing ManagerFinancial OfficerFinancial ManagerTechnology ManagerTechnical ManagersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperProperty ManagerReal Estate ManagerMarket Research Analyst

Experience & Education

Title:
Compliance | Contracts | Licensing | Attorney | JD | MBA | SFR | CHS | SPHR
Location:
San Francisco Bay Area
Industry:
Law Practice
Work history:
PMI Mortgage Insurance Co. - Walnut Creek, CATemporary Full-Time Lending Compliance AttorneyFeb 2010 - Jan 2011TriNet - San Leandro, CAAttorney (Contract)Dec 2008 - Dec 2009
Skills:
Compliance, ERISA, PEO, Mortgage Insurance, Default, SPHR, Contract Negotiation, Real Estate,...
Certifications:
Attorney, State Bar of California
Real Estate Broker, California Department of Real Estate
Counseled on fiduciary responsibilities with respect to qualifi..

Ken Weida San Francisco, CA

Professions & Specialties

Trust Law AttorneyLawyersSenior Vice PresidentPartnerVice PresidentCo-FounderChairpersonChief ExecutiveFounderFounding MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisorTechnical SpecialistTechnical Support SpecialistsFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Position:
Senior Vice President Sales at Verisight, Inc
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Verisight, Inc - Walnut Creek, CASenior Vice President Salessince Jan 2012NextStep Defined Contribution, Inc. Vice President SalesApr 2009 - Jan 2012
Skills:
Mutual Funds, Retirement, 401k, Retirement Plan Consulting, Investments, Multiple employer Plans,...
Fiduciary Society for Ethical Financial Practices

Chris Bowker San Francisco, CA

Professions & Specialties

Trust Law AttorneyLawyersManager ConsultingOperations ManagerBusiness AnalystBusiness Intelligence ProfessionalAnalystSubject Matter ExpertAnalystsBusiness ConsultantAdvisorSkilled ProfessionalInformation Technology SpecialistDatabase DeveloperIT SpecialistSoftware DevelopersProduce ManagerChief ExecutiveProject ManagersProduction ManagerBusiness AdministratorSupporting MemberTeam MemberDatabase Administration ProfessionalDatabase AdministratorComputer SpecialistIT AnalystBachelor of ScienceHuman Resources SpecialistRecruitment

Experience & Education

Position:
Consulting Manager / Sr Business Analyst at The Spear Group, Inc.
Location:
San Francisco Bay Area
Industry:
Information Technology and Services
Work history:
The Spear Group, Inc. - Walnut Creek, CAConsulting Manager / Sr Business Analystsince Mar 2012AmerisourceBergen - San Bruno, CABusiness Intelligence AnalystJun 2010 - Mar 2012
Skills:
MS SQL Server, MS Access, MS Office Suite, MS Project, MS Visio, MS TSQL, MS Excel, MS PowerPoint,...
..audits for a court appointed fiduciary at the request of the courts

Matt Hutka San Francisco, CA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersBookkeeperFinancial AnalystWellness and FitnessTax AccountantAccounting BookkeeperAdministrative AssociateBusiness AdministratorAdministrative ClerkClerical SpecialistBachelors DegreeData ScientistOperations Manager

Experience & Education

Position:
Bookkeeper at M Sport Motors, Financial Analyst at Boresha International
Title:
Leading the way to tomorrow
Location:
San Francisco Bay Area
Industry:
Health, Wellness and Fitness
Work history:
M Sport Motors - walnut creek, caBookkeepersince Mar 2013Boresha International Financial Analystsince Sep 2010
Skills:
Microsoft Excel, QuickBooks, Journal Entries, Tax, Outlook, Lacerte, Data Entry, Bank...

Mardi Veiluva San Francisco, CA

Professions & Specialties

ParalegalLitigation Support SpecialistLaw SpecialistTrust Law AttorneyLawyersInformation Systems SpecialistIT SpecialistSystems LibrarianLibrarianSoftware DevelopersTax Accountant

Experience & Education

Position:
Systems Librarian at Innovative Interfaces
Title:
Paralegal and Information Systems Specialist
Location:
San Francisco Bay Area
Industry:
Legal Services
Work history:
Innovative Interfaces - 5850 Shellmound Way, Emeryville, CASystems Librariansince Jul 2012Academy of Art University Library - 180 New Montgomery Street, 6th Floor, San Francisco, CA 94105Circulation and ReferenceJul 2011 - Jul 2012
Court and fiduciary accountings

Cristian Gonzalez San Francisco, CA

Professions & Specialties

FiduciaryClaim AdjusterTrust Law AttorneyLawyersClaims CounselLegal CounselAcrobatAccounts ReceivableCertified Public AccountantAccounting BookkeeperBookkeeperCustomer ServiceClient Service OfficerApprenticeOffice AssistantSupporting MemberPoliceOffice ClerkClerical SpecialistTeam MemberData Entry SpecialistData ScientistBachelor of ScienceStudent Worker

Experience & Education

Position:
Forensic Accountant at RGL Forensics
Location:
San Francisco Bay Area
Industry:
Accounting
Work history:
RGL Forensics - San Francisco, CAForensic Accountantsince Nov 2011Matson, Driscoll & Damico LLP - Walnut Creek, CAForensic AccountantSep 2010 - Oct 2011
Skills:
Highly Analytical, Goal Oriented, lacerte, Excel, Microsoft Office, Adobe Acrobat, Word,...
Languages:
English, Spanish

Alessandro Baktyar San Francisco, CA

Professions & Specialties

Trust Law AttorneyLawyersWriterCounselorAdvisorEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonTeam MemberPsychologistPsychology Specialist

Experience & Education

Position:
Editorial Consulting. at AlessandroB
Title:
Writer at Indepedent Consultant
Location:
San Francisco Bay Area
Industry:
Writing and Editing
Work history:
AlessandroB - Walnut Creek, CAEditorial Consulting.since 2010ATT Italtel Network Systems - Milan, Italy, San Francisco, United StatesConsultant, International Liaison2003 - 2009
Skills:
Web Content, Editing, White Papers, Editorial, Content Strategy, Non-fiction, Strategy, Proposal...
..monthly report for the Risk and Fiduciary Committee

Beverly Lovejoy San Francisco, CA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersCounselorSecurityAdvisorSales Team MemberSales PersonSales RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Services ProfessionalFinancial Services Sales AgentBusiness AdministratorAdministrative ClerkClerical SpecialistAgentClient Service OfficerServices ProfessionalSales and Service SpecialistSales AgentLicensed Real Estate BrokerProperty ManagerReal Estate ManagerCustomer ServiceSales ManagerOperations ManagerRecruitment

Experience & Education

Title:
Experienced Retirement Plans Service Consultant/Communications Specialist
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Fremont Bank APPRAISAL TEAM ASSOCIATEJul 2012 - Jun 2013New York Life Insurance Company Financial Services ProfessionalOct 2010 - Jun 2011
Skills:
Mutual Funds, Investment Advisory, Investment Policy, 401k, Retirement Planning, Retirement, Series ...

Margaret Lowell San Francisco, CA

Professions & Specialties

Trust Law AttorneyLawyersVice PresidentChief ExecutiveMarketing ManagerLoan OfficerLoan OfficersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBranch ManagerField Marketing SpecialistMarketing AdministratorBanking ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentTellerAccount Service ManagerClient Service OfficerDepartment Store SalespersonRetail ProfessionalRetail SalespersonCustomer Service

Experience & Education

Position:
Vice President Commercial Loan Officer at First Northern Bank
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
First Northern Bank - 2175 North California Blvd. Suite 310,Walnut Creek,CA 94596Vice President Commercial Loan Officersince Mar 2013Torrey Pines Bank - Piedmont, CAVice President- Branch ManagerNov 2008 - Mar 2013
Languages:
Spanish
Northern California Fiduciary Banker

Justin Sloan San Francisco, CA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersAdvisorPhilanthropeNon-ProfitFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAccount Service ManagerClient Service OfficerManagerOperations ManagerCustomer Service

Experience & Education

Position:
Portfolio Advisor at Buckingham Asset Management
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Buckingham Asset Management - Santa Rosa, CAPortfolio Advisorsince Feb 2013Crofton Capital Management - Walnut Creek, CAAccount ExecutiveMar 2008 - Jan 2013


Fiduciarys near Walnut Creek, CA01122334455OaklandPleasantonBerkeleySan RamonDanvilleConcordSan LeandroAlamedaOrindaHayward



Fiduciarys around Walnut Creek, CA

Alameda  (6)
Alamo  (1)
Berkeley  (24)
Concord  (8)
Danville  (10)
Hayward  (4)
Lafayette  (3)
Moraga  (1)
Oakland  (54)
Orinda  (4)
Pleasanton  (26)
Richmond  (3)
San Leandro  (8)
San Ramon  (11)

Fiduciarys in California

Sub-specializations

Executor  (2)
Fiduciary  (28)