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Trust Law Attorneys in California

Trust Law Attorneys in Palo Alto, CA

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34 results found

Richard Ehrman Palo Alto, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Office:
Thoits, Love, Hershberger & McLean A Professional Law Corporation
285 Hamilton Avenue, Suite 300, Palo Alto, CA 94301
Phone:
(650) 327-4200 (Phone)
Specialties:
Trusts and Estates, Contested Trusts and Estates
ISLN:
901447300
Admitted:
1991, California
Biography:
Recipient, American Jurisprudence Award in Evidence and Torts. Co-Author, "Drafting No Contest...
Full Profile

John Iii Palo Alto, CA

Professions & Specialties

Lawyers • Chancellor • Fiduciary • Corporate Counsel • Chief Judge • Judge • Trust Law Attorney • Legal Counsel • Entertainment Professional • Entertainer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Public Accountant • SalesForce Administrator • Database Administration Professional • Database Administrator • Master of Education • Reporter • Advisor • Security • Investor • Speaker • Spokesperson • Board Member • Chief Executive Officer • Director • Chairperson • Chief Executive • Management Team Executive • Operations Manager • Corporate Executive • Agent • Sales Representative • Certified Nurse Aide • Nurse • Nurse Practitioner • Property Manager • Real Estate Manager

Experience & Education

Office:
Sheppard, Mullin, Richter & Hampton LLP
379 Lytton Avenue, Palo Alto, CA 94301
Phone:
(310) 228-3717 (Phone)
Specialties:
Litigation, Class Action Defense
ISLN:
903402697
Admitted:
1988, New York, 2000, California
Biography:
John Stigi is a partner in the Business Trial Practice Group in the firm's Century City and Palo...
Full Profile

Francis Burke Palo Alto, CA

Professions & Specialties

Lawyers • Criminal Defense Lawyer • Fiduciary • Defense Attorney • Trust Law Attorney • Security • Contractor • Representative • Recognition • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Director • Chief Executive • Operations Manager • IT Security • Juris Doctor

Experience & Education

Office:
Foley & Lardner LLP
975 Page Mill Road, Palo Alto, CA 94304
Phone:
(415) 984-9870 (Phone)
Specialties:
Health Care, Life Sciences
ISLN:
908669316
Admitted:
1975, Colorado, 1977, California
Biography:
Francis J. Burke, Jr. is a partner and litigation lawyer with Foley & Lardner LLP where his...
Full Profile

David Lipkin Palo Alto, CA

Professions & Specialties

General Counsel • Fiduciary • Lawyers • Of Counsel • Jurist • Legal Counsel • Trust Law Attorney • Supporting Member • Representative • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Information Officer • Board Member • Technology Director • Technology Manager • Technical Managers • Management Team Executive • Operations Manager • SalesForce Administrator • Computer Network Professional • Software Engineer • Database Administration Professional • Database Administrator • Network Administrator • Software Developers • Banker • Financial Services Professional • Financial Services Sales Agent • Entertainment Professional • Entertainer • School Principal • School Administrator • Educational Manager

Experience & Education

Office:
Morrison & Foerster LLP
755 Page Mill Road, Palo Alto, CA 94304
Phone:
(650) 813-4236 (Phone)
Specialties:
Mergers & Acquisitions, Life Sciences
ISLN:
905418689
Admitted:
1981, California
Biography:
David A. Lipkin is a member of the firm's Corporate Practice Group in our Palo Alto office,...
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Daniel Mccloskey Palo Alto, CA

Professions & Specialties

Fiduciary • Judge • Attorney At Law • Corporate Counsel • Of Counsel • Lawyers • Trust Law Attorney • Legal Counsel • Jurist • Psychologist • Volunteer • Recognition • Guide • Non-Profit • Tour Guide • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Lecturer • Postsecondary Teacher • Author • Psychology Specialist

Experience & Education

Office:
Greenberg Traurig, LLP
1900 University Avenue, 5Th Floor, East Palo Alto, CA 94303
Phone:
(650) 289-7811 (Phone), (650) 462-7811 (Fax)
Specialties:
Intellectual Property & Technology, Intellectual Property Litigation
ISLN:
911479643
Admitted:
1997, California, U.S. Court of Appeals for the Federal Circuit
Biography:
Daniel McCloskey represents companies and individuals in connection with intellectual property and...
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E. Ellisen Palo Alto, CA

Professions & Specialties

Corporate Counsel • Of Counsel • Fiduciary • Legal Counsel • Jurist • Trust Law Attorney • Lawyers • Psychologist • Lecturer • Postsecondary Teacher • Chairperson • Chief Executive • Recognition • Construction • Guide • Speaker • Tour Guide • Spokesperson • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Designers • Software Engineer • Software Developers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Author • Psychology Specialist

Experience & Education

Office:
Greenberg Traurig, LLP
1900 University Avenue, 5Th Floor, East Palo Alto, CA 94303
Phone:
(650) 289-7873 (Phone), (650) 462-7873 (Fax)
Specialties:
Intellectual Property & Technology, Intellectual Property Litigation
ISLN:
907609986
Admitted:
1989, California, U.S. Court of Appeals for the Federal Circuit
Biography:
Patrick Ellisen focuses his practice on intellectual property protection, counseling and...
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Sarah Barrows Palo Alto, CA

Professions & Specialties

Fiduciary • Judge • Trust Law Attorney • Lawyers • Doctor of Medicine

Experience & Education

Office:
Greenberg Traurig, LLP
1900 University Avenue, 5Th Floor, East Palo Alto, CA 94303
Phone:
(415) 655-1251 (Phone), (650) 328-8508 (Fax)
Specialties:
Litigation, Intellectual Property Litigation
ISLN:
918777339
Admitted:
2005, New York, California
Biography:
Sarah Barrows focuses her practice on patent, copyright, trade secret, and false advertising...
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Magan Ray Palo Alto, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Psychologist • Doctor of Education • Doctor of Philosophy • Board Member • Chairperson • Management Team Executive • Operations Manager • Chief Executive • Recognition • Team Member • Speaker • Moderator • Spokesperson • Representative • Advisor • Presenter • Model • Computer Network Professional • Network Administrator • Psychology Specialist

Experience & Education

Office:
Greenberg Traurig, LLP
1900 University Avenue, 5Th Floor, East Palo Alto, CA 94303
Phone:
(650) 289-7874 (Phone), (650) 328-8508 (Fax)
Specialties:
Global Benefits & Compensation, Labor & Employment
ISLN:
900052130
Admitted:
1995, California
Biography:
Magan Pritam Ray has wide-ranging experience in all facets of employee benefits, compensation and...
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Christopher Forrester Palo Alto, CA

Professions & Specialties

Trust Law Attorney • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychologist • Psychology Specialist • Copy Desk Chief • Copy Editor • Editing Professional • Writing and Editing Professional • Writer and Editor • Publishing Professional

Experience & Education

Office:
Morrison & Foerster LLP
755 Page Mill Road, Palo Alto, CA 94304
Phone:
(650) 813-5655 (Phone)
Specialties:
Mergers & Acquisitions, Capital Markets
ISLN:
911399903
Admitted:
1996, California
Biography:
Mr. Forrester's practice focuses on the representation of public and private companies and...
Full Profile

William Choe Palo Alto, CA

Professions & Specialties

Lawyers • Trust Law Attorney • Entertainment Professional • Entertainer • Network Administrator

Experience & Education

Office:
Morrison & Foerster LLP
755 Page Mill Road, Palo Alto, CA 94304
Phone:
(650) 813-4217 (Phone)
Specialties:
Emerging Companies & Venture Capital, Mergers & Acquisitions
ISLN:
909729422
Admitted:
1992, California
Biography:
Bill Choe is a corporate and securities attorney who specializes in advising high-technology...
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Michael Repka Palo Alto, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Juris Doctor • Bachelor of Business Administration • Chief Executive

Experience & Education

Address:
2600 El Camino Real (Ste 401), Palo Alto, CA 94306 - Property Information
Phone:
(650) 289-9700 (Office)
Specialties:
Estate Planning - 75%(25 years)
Real Estate - 25%(25 years)
Licenses:
California - Active     2008
New York - Due to reregister within 30 days of birthday     1999
School:
New York University School of Law     2001
Degree:
LL.M - Master of Laws - Taxation
School:
Rutgers, State University of New Jersey School of Law - Newark     1999
Degree:
JD - Juris Doctor - Law
Associations:
Santa Clara County Bar Association
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Kenneth Kuwayti Palo Alto, CA

Professions & Specialties

Fiduciary • Corporate Counsel • Trust Law Attorney • Lawyers • Legal Counsel • Biotechnology Professional • Biologist • Biological Scientist • Psychologist • Managing Partner • Partner • Chief Executive • Recognition • Psychology Specialist

Experience & Education

Office:
Morrison & Foerster LLP
755 Page Mill Road, Palo Alto, CA 94304
Phone:
(650) 813-5688 (Phone)
Specialties:
Securities Litigation, Enforcement & White-Collar Defense, Commercial Litigation
ISLN:
901094771
Admitted:
1990, California, 1995, Ontario
Biography:
Ken Kuwayti is co-chair of the firm's Commercial Litigation Group. His practice concentrates on...
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Celeste Ferber Palo Alto, CA

Professions & Specialties

Trust Law Attorney • Lawyers • Psychologist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Office:
Morrison & Foerster LLP
755 Page Mill Road, Palo Alto, CA 94304
Phone:
(650) 813-5747 (Phone)
Specialties:
Public Companies Counseling & Compliance, Corporate Governance
ISLN:
916391223
Admitted:
2001, California
Biography:
Celeste Ferber is a senior associate in Morrison & Foerster's Corporate and Securities Group,...
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Matthew Zuck Palo Alto, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Partner • Chief Executive • Counselor • Advisor • Produce Manager • Vice President • Project Managers • Production Manager • Apprentice • Investor • Analysts • Research Associate • Research Analyst • Research Specialist • Research Scientist • Research Assistant • Researcher • Survey Researcher • Sports Trainer • Sports Trainers • Financial Analyst • Master of Business Administration • Computer Software Professional • Software Developers • School Administrator • Educational Manager • Student Worker

Experience & Education

Position:
Partner at Guardian Investment Management, Co-Chair, University Relations Committee at CFA San...
Title:
Partner at Guardian Investment Management
Location:
Palo Alto, California
Industry:
Investment Management
Work history:
Guardian Investment Management - San Francisco Bay AreaPartnersince May 2013CFA San Francisco - San Francisco Bay AreaCo-Chair, University Relations Committeesince Jan 2011
Skills:
Portfolio Management, Equities, Investments, Alternative Investments, Asset Managment, Financial...
Certifications:
Chartered Financial Analyst (CFA), CFA Institute
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Jay Suen Palo Alto, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Position:
Fiduciary Specialist at Pillsbury Winthrop Shaw Pittman LLP
Title:
Estates and Trusts
Location:
Palo Alto, California
Industry:
Legal Services
Work history:
Pillsbury Winthrop Shaw Pittman LLP Fiduciary Specialist
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Yaqing Wang Palo Alto, CA

Professions & Specialties

Executor • Trust Law Attorney • Lawyers

Experience & Education

United States Patent InventorAppl. No.Assignee

#2013008  Apr 4, 2013

Filed: May 25, 2012

 Yaqing Wang (Palo Alto, CA)
Shengming Yu (San Ramon, CA)
Santosh Poonen (Berthoud, CO)
 13/481486 ORACLE INTERNATIONAL CORPORATION (Redwood Shores, CA)
International Classification: G06F 7/00, G06F 17/30U.S. Classification: 707812, 707802, 707E17044, 707E17032
Patent:
EXECUTOR FOR SOFTWARE CONFIGURATION AUTOMATION
Abstract:
A distributed topology system may include a distributed topology engine configured to run on a...
Full Profile

Jeff Yoakum Palo Alto, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Executive Officer • Executive Vice President • Corporate Executive • Chief Executive • Vice President • Surgeon • Surgical Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Director at Abunda Financial
Title:
Managing Director
Location:
Palo Alto, California
Industry:
Financial Services
Work history:
Abunda Financial - Palo Alto, CAManaging Directorsince Sep 2012Lasecke Weil Wealth Advisory Group Executive Vice President2007 - Aug 2012
Skills:
Investments, Retirement, Holistic Financial Planning, Estate Planning, Wealth Management,...
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Katherine Pease Burlingame, CA

Professions & Specialties

Trust Law Attorney • Lawyers • Produce Manager • Production Manager • Supporting Member • Apprentice • Team Member • Entertainment Professional • Entertainer • Student Worker • Sales Manager • Operations Manager • Organization Management • Philanthrope • Advisor • Non-Profit • Teaching Assistant • Educational Assistant Teacher • Lab Assistant • Assayer • Laboratory Chemist • Chemical Professional • Chemist • Cashier • Sales Account Associate • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Sales Executive • Computational Scientist • Computer Games Professional • Computer Scientists • Computer Specialist • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Associate Product Manager at Playdom
Location:
Burlingame, California
Industry:
Entertainment
Work history:
Playdom - Palo Alto, CAAssociate Product Managersince May 2012The Walt Disney Company - Orlando, Florida AreaProject Engineering InternJan 2012 - May 2012
Skills:
Leadership, Project Management, PowerPoint, Training, Marketing, Management
Full Profile

Matthew Udewitz San Diego, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Counselor • Advisor • Market Analyst • Market Research Analyst • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Master of Business Administration • Biotechnology Professional • Biologist • Biological Scientist • Apprentice • Construction • Team Member • Real Estate Investment Insider • Bachelor of Science • High School Diploma • Researcher • Research Scientist • Survey Researcher • Author • Financial Director • Founder • Partner • Chief Executive • Financial Officer • Financial Manager • Founding Member • Veterinary Technician • Veterinarian Assistant • Animal Doctor • Animal Care Giver • Animal Caretaker • Banker • Financial Services Professional • Financial Services Sales Agent • Data Analyst • Data Entry Specialist • Data Scientist • Model • Master of Ceremonies • Entertainer • Psychologist • Immunologist • Otolaryngologist • Surgical Specialist • Laryngologist • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Disk-Jockey • Presenter • Buyer and Seller • Sales Representative • Category Analyst • Sales Management Analyst • Sales Engineering Specialist • Sales Engineer • Student Worker • Psychology Specialist • Physician

Experience & Education

Position:
Senior Elite Investement Consultant, Apartment Specialist, National Multifamily Practice Group at...
Title:
Senior Elite Investement Consultant at KW Commercial
Location:
Greater San Diego Area
Industry:
Real Estate
Work history:
KW Commercial - La JollaSenior Elite Investement Consultant, Apartment Specialist, National Multifamily Practice Groupsince Jan 2012UCSD Rady School of Business - La JollaMBA Student2009 - 2012
Skills:
Financial Analysis, Financial Accounting, Strategic Financial Planning, Financial Modeling,...
Full Profile

Amy Andonian San Francisco, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Director • Vice President • Operations Manager • Chief Executive • Editor • Counselor • Organization Management • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Palo Alto Site Director at Institute on Aging, Freelance Editor & Consultant at EssayEdge
Title:
Palo Alto Site Director at Institute on Aging
Location:
San Francisco Bay Area
Industry:
Nonprofit Organization Management
Work history:
Institute on Aging - Palo Alto, CAPalo Alto Site Directorsince Oct 2012EssayEdge - Lawrenceville, New JerseyFreelance Editor & Consultantsince Aug 2003
Skills:
Program Management, Grant Writing, Community Relations, Writing, Editing, Budgeting, Program...
Full Profile

Eileen Chou San Francisco, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Senior Associate • Research Scientist • Supporting Member • Team Member • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Analyst • Analysts • Tour Guide • Banker • Financial Services Professional • Financial Services Sales Agent • Student Worker • Network Administrator • Computer Consultant • IT Consultant

Experience & Education

Position:
Senior Associate at TM Financial Forensics LLC
Location:
San Francisco, California
Industry:
Accounting
Work history:
TM Financial Forensics LLC - San Francisco Bay AreaSenior Associatesince Jul 2013TM Financial Forensics LLC - San Francisco, CAAssociateJan 2012 - Jun 2013
Full Profile

Damen Sorrell San Francisco, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Accountant • Account Manager • Psychologist • Psychology Specialist • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Bachelor of Science • Business Administrator • Team Member • Operations Manager

Experience & Education

Position:
Senior Accountant at Pacific Graduate School of Psychology/Palo Alto University
Title:
Senior Accountant at Palo Alto University
Location:
San Francisco Bay Area
Industry:
Accounting
Work history:
Pacific Graduate School of Psychology/Palo Alto University - Los Altos, CASenior Accountantsince Jul 2012Vavrinek, Trine, Day & Co., LLP - Palo Alto, CASenior AccountantAug 2009 - Jul 2012
Skills:
Fund Accounting, InfoMaker, Microsoft Excel, Database Administration, GAAP Standards, Yellow Book,...
Full Profile

Debra Lepold San Francisco, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Owner • Chief Executive • Operations Manager • Financial Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Certified Medical Assistant • Medical Assistant • Healthcare Support • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Investment Analyst • Puchasing and Estimating Manager

Experience & Education

Position:
Vice President & Senior Trust Officer at Union Bank
Title:
Vice President at Union Bank
Location:
San Francisco Bay Area
Industry:
Banking
Work history:
Union Bank - Palo Alto, CAVice President & Senior Trust Officersince Oct 2005Lepold Fiduciary Services OwnerJan 1998 - Oct 2005
Full Profile

Mia Butera San Francisco, CA

Professions & Specialties

Law Specialist • Judicial Intern • Judge • Fiduciary • Lawyers • Student Lawyer • Trust Law Attorney • Corporate Counsel • General Counsel • Judicial Law Clerk • Legal Counsel • Of Counsel • Jurist • Counselor • Apprentice • Organization Management • Advisor • Human Resources Specialist • Recruitment • Juris Doctor • Computer Software Professional • Software Developers • Student Worker • Operations Manager

Experience & Education

Position:
Legal Extern at TrialPay
Title:
Law Student at Santa Clara University
Location:
San Francisco Bay Area
Industry:
Law Practice
Work history:
TrialPay - Palo Alto, CALegal Externsince Jan 2013Santa Clara County Superior Court – Judge William Monahan Judicial InternMay 2012 - Aug 2012
Full Profile

Angela Leung San Francisco, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Entrepreneur • Project Manager • Managers • Chairperson • Chief Executive • Project Managers • Human Resources Specialist • Recruitment • Counselor • Non-Profit • Advisor • Director • Marketing Manager • Financial Officer • Financial Manager • Transportation Manager • Logistics Manager • Operations Manager • Automotive Specialist • Automotive Professional • Finance and Accounting Specialist • Logistician • Accounting Bookkeeper • Bookkeeper • Training and Coaching Professional • Professional Development Teacher

Experience & Education

Position:
President at A+ Auto Glass
Title:
Entrepreneur at A+ Auto Glass
Location:
San Francisco Bay Area
Industry:
Automotive
Work history:
A+ Auto Glass - Palo Alto, CAPresidentsince Feb 2009Transamerica Project ManagerAug 2008 - Jan 2009
Skills:
Sales, New Business Development, Negotiation, Strategic Planning, Entrepreneurship, Public...
Full Profile

Yong Yeh San Francisco, CA

Professions & Specialties

Chief Executive Officer • Co-Founder • Corporate Executive • Chief Executive • Founder • Founding Member • Entertainment Professional • Entertainer • Construction • Supporting Member • Team Member • Oncologist • Medical Practice Professional • Medical Practitioner

Experience & Education

Position:
Chief Executive Officer/ Co-Founder at Pacific Surf Designs, Inc.
Location:
San Francisco Bay Area
Industry:
Recreational Facilities and Services
Work history:
Pacific Surf Designs, Inc. - San Diego/Silicon ValleyChief Executive Officer/ Co-Foundersince 2012Cooley LLP - Palo Alto, CABusiness AssociateDec 2011 - Jul 2012
Skills:
Intellectual Property, Venture Capital, Mergers, Corporate Law, Due Diligence, Corporate...
Full Profile

Jason Brandwene San Francisco, CA

Professions & Specialties

Corporate Counsel • Legal Counsel • Trust Law Attorney • Lawyers • Psychologist • Cardiologist • Surgical Specialist • Representative • Hospital Care Professional • Psychology Specialist • Health Professional • Health Practitioner • Construction Administrator • Construction Manager • Biologist • Biological Scientist

Experience & Education

Position:
Lead Counsel at McKesson
Location:
San Francisco Bay Area
Industry:
Hospital & Health Care
Work history:
McKesson - San FranciscoLead Counselsince Feb 2012Gilead Sciences - Foster City, CACorporate CounselJun 2007 - Feb 2012
Certifications:
Certified Healthcare Compliance (CHC), HCCA
Full Profile

Jennifer Cone San Francisco, CA

Professions & Specialties

Law Clerk • Judicial Law Clerk • Legal Aide • Fiduciary • Law Specialist • Lawyers • Paralegal • Trust Law Attorney • Clerk • Clerical Specialist • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Title:
Attorney
Location:
San Francisco Bay Area
Industry:
Legal Services
Work history:
Superior Court of California, County of Santa Clara - San Jose, CALaw Clerk at the Family Law Facilitator's OfficeApr 2013 - May 2013United States District Court, Northern District of California - San Jose, CAJudicial Extern for the Honorable Ronald M. WhyteAug 2012 - Nov 2012
Skills:
Legal Research, Westlaw, Persuasive Writing, Legal Writing, Family Law, Civil Litigation
Full Profile

Doug Paulson San Francisco, CA

Professions & Specialties

Trust Law Attorney • Lawyers • Client Manager • Client Service Officer • Treasurer • Financial Officer • Financial Manager • Customer Service • Operations Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Client Manager at Kaspick & Company
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Kaspick & Company - Redwood Shores, CASenior Client Managersince Mar 2006Notre Dame de Namur University - Belmont, CAAssistant TreasurerOct 2003 - Apr 2006
Skills:
Planned Giving, Fund Accounting, Investments, Accounting, Tax, Financial Reporting, Financial...
Full Profile

Becky Bailey San Francisco, CA

Professions & Specialties

Paralegal • Litigation Support Specialist • Fiduciary • Trust Law Attorney • Lawyers • Administrative Associate • Administrative Clerk • Clerical Specialist • Partner • Chief Administrative Officer • Chief Executive

Experience & Education

Title:
Senior Administrative Assistant, Administrative Assistant and Paralegal
Location:
San Francisco Bay Area
Industry:
Legal Services
Work history:
Jorgenson, Siegel, McClure & Flegel, LLP - Menlo Park, CAAssistantSep 2010 - Nov 2011McDowell Cotter, APC - San Mate, CAAssistantAug 2008 - Jun 2009
Full Profile

Jeffrey Quijano San Francisco, CA

Professions & Specialties

Law Specialist • Lawyers • Fiduciary • Trust Law Attorney • Vice President • Chief Executive • Executive Compensation • Financial Manager • Speaker • Counselor • Team Member • Spokesperson • Representative • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Financial Planner • Puchasing and Estimating Manager

Experience & Education

Position:
Vice President/Senior Trust Officer at U.S. Trust, Bank of America Private Wealth Management
Location:
San Francisco Bay Area
Industry:
Law Practice
Work history:
U.S. Trust, Bank of America Private Wealth Management - Palo Alto, CAVice President/Senior Trust Officersince 2011Leadership Palo Alto Fellow2012 - 2012
Full Profile

Monty Joshi San Francisco, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Operating Officer • Founder • General and Operations Manager • Director of Operations • Operations Manager • Founding Member • Chief Executive • Manager • Partner • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Research Associate • Research Specialist • Research Scientist • Human Resources Specialist • Recruitment • Business Administrator • Advisor • Bachelor of Science • Computer Software Professional • Software Developers

Experience & Education

Position:
COO at Optimal Asset Management, Founder at Concordance Consulting
Title:
COO at Optimal Asset Management
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Optimal Asset Management - Los Altos, CACOOsince Jul 2013Concordance Consulting - Palo Alto, CAFoundersince Oct 2011
Languages:
Hindi
Full Profile

Jeremy Thomas San Francisco, CA

Professions & Specialties

Paralegal • Trust Law Attorney • Lawyers • Program Director • Operations Manager • Computer Software Professional • Software Developers • Analyst • Analysts • Researcher • Survey Researcher

Experience & Education

Position:
Global Program Manager, Design Thinking @ SAP Services at SAP
Title:
Global Program Manager at SAP
Location:
San Francisco Bay Area
Industry:
Computer Software
Work history:
SAP - Palo Alto, CAGlobal Program Manager, Design Thinking @ SAP Servicessince Oct 2012SAP Americas, Inc Business Operations Analyst IIIDec 2007 - Oct 2012
Full Profile

Jeff Normann Irvine, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Master of Arts • Java Developer • PHP Developer • JavaScript Developer • Software Developer • Software Developers • Public Relations Officer • Organization Management • Contractor • Public Relations Specialist • PR and Communications Professional • Public Relations Professinal • Agent • Sales Representative • High School Teacher • Secondary School Teacher • Independent Business Owners • Management Team Executive • Operations Manager

Experience & Education

Position:
Graduate Student at UC Irvine
Title:
MAT Graduate Student at UC Irvine
Location:
Irvine, California
Industry:
Primary/Secondary Education
Work history:
UC Irvine - Irvine, CAGraduate Studentsince Jun 2013Student - Northern CaliforniaIndependent Student - Education and ProgrammingSep 2012 - Jun 2013
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Trust Law Attorneys near Palo Alto, CA01632486480San JoseSan MateoSunnyvaleRedwood CityBurlingameSanta ClaraFremontMountain ViewMenlo ParkCampbell


Trust Law Attorneys around Palo Alto, CA

Belmont  (3)
Burlingame  (16)
Campbell  (9)
Cupertino  (9)
Fremont  (10)
Hayward  (5)
Los Altos  (8)
Menlo Park  (10)
Milpitas  (7)
Mountain View  (10)
Newark  (5)
Redwood City  (18)
San Carlos  (1)
San Jose  (76)
San Leandro  (8)
San Mateo  (34)
Santa Clara  (14)
Saratoga  (2)
Sunnyvale  (19)

Trust Law Attorneys in California

Sub-specializations

Executor  (1)
Fiduciary  (33)