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Trust Law Attorneys in Pasadena, CA

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32 results found

Christopher Bury Pasadena, CA

Professions & Specialties

ConservatorFiduciaryLawyersTrust Law AttorneyNotaryBookkeeper

Experience & Education

Office:
Christopher A. Bury
500 E. Cordova Street, Pasadena, CA 91101
Phone:
(626) 817-6562 (Phone)
Specialties:
Conservatorships, Guardianships
ISLN:
908642685
Admitted:
1985, California
Biography:
Inactive Certified Public Accountant, California. Notary Public, California.

Mark Spraic Pasadena, CA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Office:
Mark A. Spraic A Law Corporation
301 East Colorado Boulevard, Suite 614, Pasadena, CA 91101
Phone:
(626) 792-9333 (Phone)
Specialties:
Civil, Business
ISLN:
903501727
Admitted:
1972, California

Lauriann Wright Pasadena, CA

Professions & Specialties

ConservatorFiduciaryLawyersTrust Law AttorneyManaging PartnerPartnerChief ExecutiveLicensed Real Estate BrokerProperty ManagerReal Estate ManagerCaregiverNursing Assistant

Experience & Education

Company:
Wright Kim Law
Phone:
(626) 356-3900 (Office), (626) 298-8600 (Fax)
Specialties:
Trusts - 30%(29 years, 200+ cases)
Litigation - 25%(29 years, 500+ cases)
Licenses:
California - Active     1994
Experience:
Managing Partner at Wright Kim Law, PC     2011-present
Partner at McCullough & Wright, A Law Corp.     2008-2011
School:
University of California, Hastings College of the Law     
School:
California St Univ Fullerton     
Associations:
Santa Monica Bar Association - Board Member     2007-present
Los Angeles County Bar Association, Probate & Trust Section - Member     2004-present

Lauriann Wright is an experienced probate litigator and estate planner. For over 18 years, she has...

Rita Diaz Pasadena, CA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersJuris Doctor

Experience & Education

Company:
Hahn & Hahn LLP
Phone:
(626) 796-9123, (626) 796-9123 (Office), (626) 449-7357 (Fax)
Specialties:
Trusts - 60%(21 years)
Employment / Labor - 40%(24 years)
Licenses:
California - Active     1999
School:
University of Southern California Law Center, Los Angeles     
Degree:
JD - Juris Doctor - Law
Languages:
Spanish
Associations:
American Bar Association - Member
Los Angeles County Bar Association - Member

Carol Peters Pasadena, CA

Professions & Specialties

ConservatorLawyersTrust Law AttorneyAdministrative AssociateAnalystAdministrative ClerkClerical SpecialistAnalystsBachelor of ArtsNurseNurse Practitioner

Experience & Education

Company:
Carol A. Peters, Esq.
Phone:
(626) 793-9383 (Office)
Specialties:
Elder Law - 50%
Estate Planning - 25%
Licenses:
California - Active     1977
Experience:
Administrative Assistant/Complaint Analyst (Welfare) at D.P.S.S./Dept. of Public Social Services of LA County     1964-1975
School:
Whittier Coll SOL     1977
Degree:
J.D. - Law
School:
Pomona College (Claremont)     1962
Degree:
BA - Bachelor of Arts - English Literature
Languages:
English
Awards:
Bar Register of Preeminent Women Lawyers - Martindale-Hubbell     2010
A.V. rating by peers. - Martindale-Hubbell     2010
Associations:
SCN Legal Advisory Committee - Member     2009-present
Footprinters - Member     2007-present

I worked at the LA County Dept. of Public Social Services (D.P.S.S.) for eleven (11) years after...

Marc Allaria Pasadena, CA

Professions & Specialties

FiduciaryMediatorTrust Law AttorneyLawyersLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperEntertainment ProfessionalEntertainerChief Executive

Experience & Education

Office:
Litchfield Cavo LLP
251 South Lake Avenue, Suite 750, Pasadena, CA 91101
Phone:
(626) 683-5070 (Phone)
Specialties:
Employment & Labor, Intellectual Property
ISLN:
909601117
Admitted:
1993, California, 1998, U.S. Court of Appeals, Ninth Circuit
Biography:
Marc Allaria focuses his litigation practice on the defense of employment and labor law matters and ...

Neal Zaslavsky Los Angeles, CA

Professions & Specialties

Attorney At LawFiduciaryLaw SpecialistLawyersTrust Law AttorneyChairpersonManaging PartnerChief ExecutivePartnerSchool PrincipalSchool AdministratorEducational ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerCommunity Service ManagerPolitical ScientistContractorIndependent Business Owners

Experience & Education

Position:
President/Principal Attorney at Law Office of Neal S. Zaslavsky, a Professional Corporation
Location:
Greater Los Angeles Area
Industry:
Law Practice
Work history:
Law Office of Neal S. Zaslavsky, a Professional Corporation - West Hollywood, CAPresident/Principal Attorneysince Apr 2013Nexus Law Group - Pasadena, CAManaging PartnerApr 2011 - Mar 2013
Languages:
English, Spanish

Barry Herlihy Pasadena, CA

Professions & Specialties

FiduciaryJuristLegal CounselTrust Law AttorneyLawyersChief Executive OfficerCorporate ExecutiveChief ExecutivePartnerJuris DoctorBachelor of Science

Experience & Education

Company:
Herlihy & Herlihy, Incorporated
Phone:
(626) 796-3806 (Office), (626) 304-9652 (Fax), (866) 770-0593 (Office)
Specialties:
Estate Planning - 35%
Trusts - 35%(55 years)
Licenses:
California - Active     1965
Experience:
Managing Director at Herlihy & Herlihy, Incorporated     1984-present
Managing Partner at Herlihy, Murphy & Rupard, Incorporated     1980-1984
School:
USC Law School     1964
Degree:
Juris Doctor
School:
Univ of Arizona     1961
Degree:
BS - Bachelor of Science - Production Management
Languages:
English
Awards:
AV rated - peer review - Martindale-Hubbell     1974
Who's Who in American Colleges and Universities - Who's Who - American Colleges and Universities     1960
Associations:
Pasadena Bar Association - Member     1986-present
Catholic Engaged Encounter of California - General Counsel     1980-present

David Burns Los Angeles, CA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersAssistant Vice PresidentVice PresidentChief ExecutiveAdministrative OfficerManagersRelationship ManagerAccount Service ManagerClient Service OfficerCustomer ServiceAdvisorTeam MemberFinancial Services ProfessionalFinancial Services Sales AgentAccounting BookkeeperBookkeeper

Experience & Education

Position:
Senior Trust Administrator at TIAA-CREF Trust Company, FSB
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
TIAA-CREF Trust Company, FSB - Pasadena, CASenior Trust Administratorsince Feb 2012Whittier Trust Company Assistant Vice President & Trust Administrative OfficerApr 2007 - Mar 2012
Skills:
Estate Planning, Retirement Planning, Investments, Asset Allocation, Retirement, High Net Worth...

Nectar Kalajian Los Angeles, CA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersChief Operating OfficerCo-FounderPartnerBoard MemberGeneral and Operations ManagerDirector of OperationsOperations ManagerFounderFounding MemberChief ExecutiveManagement Team ExecutiveInvestorSecurityRecruitmentCorrespondentReporterSupplierServices ProfessionalSales and Service SpecialistSales AgentSales Representative

Experience & Education

Position:
Chief Operating Officer at Skyline Financial Corp, Co-Founder/Partner at Me and My Loan
Title:
COO Skyline Financial Corp
Location:
Greater Los Angeles Area
Industry:
Banking
Work history:
Skyline Financial Corp - 27349 Agoura Road, Calabasas, CA 91301Chief Operating Officersince Aug 2009Me and My Loan - Irvine, CaliforniaCo-Founder/Partnersince Jan 2009

Leandra Mccormick Los Angeles, CA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperDirector of OperationsOperations ManagerInventory SpecialistLogisticianTeam LeaderChief ExecutiveProject ManagersBuyerConsumer Goods ProfessionalServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeBuyer and SellerCommodities ClerkProject ManagerMaster of Business AdministrationBachelor of ScienceTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Position:
Fiduciary Assistant at A R Wilson & Associates
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
A R Wilson & Associates - Pasadena, CAFiduciary Assistantsince Mar 2012DermaNew - Pasadena, CAOperations DirectorJan 2012 - Mar 2012

Nancy Valentine Los Angeles, CA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersBoard MemberManagement Team ExecutiveOperations ManagerLeaderManagersLicensed Real Estate BrokerProperty ManagerReal Estate ManagerSales ManagerFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Position:
Executive Committee at Provisors, Board member at Fiduciary Round Table of the San Gabriel Valley
Title:
* Listing & Selling since 1991 *
Location:
Greater Los Angeles Area
Industry:
Real Estate
Work history:
Provisors - PasadenaExecutive Committeesince Aug 2010Fiduciary Round Table of the San Gabriel Valley - Pasadena, CABoard membersince 2002
Languages:
English, German

Patricia Alexander Pasadena, CA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersSchool PrincipalSchool AdministratorEducational ManagerAdvisorSurvey Researcher

Experience & Education

Position:
Trustee at Private Trust Management Group, Investment Advisor at G. E. Pia & Company
Title:
Principal, Private Trust Management Group - Private Trustee
Location:
Pasadena, California
Industry:
Investment Management
Work history:
Private Trust Management Group - PasadenaTrusteesince 2009G. E. Pia & Company Investment Advisorsince Nov 2003

Linnie Riboli Los Angeles, CA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersOffice AssistantOrganization ManagementOffice ClerkClerical SpecialistChief Administrative OfficerOperations ManagerChief ExecutiveLeaderTeam MemberNon-ProfitManagersInstructorPedagogueBachelor of Fine ArtsPsychology SpecialistController

Experience & Education

Position:
Executive Assistant at Center for Nonprofit Management, Southern California
Location:
Greater Los Angeles Area
Industry:
Nonprofit Organization Management
Work history:
Center for Nonprofit Management, Southern California - Greater Los Angeles AreaExecutive Assistantsince May 2013Lake Avenue Community Foundation - Pasadena, CAAdministrative Director2001 - Feb 2013

Jennifer Heinrich Pasadena, CA

Professions & Specialties

ExecutorTrust Law AttorneyLawyersProject ManagerLeaderManagersDirector of OperationsManagerProject ManagersOperations ManagerPharmaceutical Sales RepresentativeSales RepresentativeTeam MemberChief ExecutiveRecruitment

Experience & Education

Work

Company:
Realsongs (diane warren music publishing) - Hollywood, CA
Director of operations/project manager (position eliminated/outsourced december 2011)
Company:
Tap pharmaceuticals, glendale - Burbank, CA
Pharmaceutical sales representative

Skills

Strategic, Analytical, Innovative Problem Solver, Leader, Strong and Effective Communicator, Team...

Mary R Pasadena, CA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersAgentSales RepresentativeOwnerChief Executive

Experience & Education

Work

Company:
City realty group, inc
Broker/owner
Company:
The fiduciary - Pasadena, CA
Private fiduciary

Skills

Legal Writing & Research, Public Speaking, Presentation, Client Management, Office...

Larry Steinberg Pasadena, CA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersCertified Nurse AideNurseNurse PractitionerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerInvestorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperModelBusiness AdministratorAdvisorArea ManagerManagersTour GuideFisherHuman Resources SpecialistRecruitmentFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentGeneral EducationRegion ManagerOperations ManagerSales Representative

Experience & Education

Position:
Financial Quarterback at Steinberg Financial Advisers, Financial Quarterback at Stone Mountain...
Title:
Financial Quarterback "Translating Financial Into English". Scottsdale, Pasadena, San Diego
Location:
Pasadena, California
Industry:
Financial Services
Work history:
Steinberg Financial Advisers - Scottsdale, Pasadena, San DiegoFinancial Quarterbacksince Jun 1995Stone Mountain Retirement Plan Advisors - Scottsdale, Pasadena, San DiegoFinancial Quarterbacksince Jan 2010
Skills:
Translating Financial into English, Global Asset Allocation, Index Investing, Alternative...

Jonathan Silverstein Los Angeles, CA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersBenefits SpecialistBenefits ManagerCompensations and BenefitsHuman Resources SpecialistRecruitmentSecurityHostConstructionManagersSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeWellness and FitnessSales Manager

Experience & Education

Position:
Senior Benefits Specialist at Avery Dennison Corporation
Location:
Greater Los Angeles Area
Industry:
Human Resources
Work history:
Avery Dennison Corporation - Pasadena, CASenior Benefits Specialistsince Aug 2012Bank of the West - Los Angeles, CABenefits SpecialistSep 2005 - Sep 2010

Jacqueline Roberts Los Angeles, CA

Professions & Specialties

Trust Law AttorneyLawyersAccount Service ManagerClient Service OfficerPartnerCo-OwnerChief ExecutiveOwnerOperations ManagerAdvertising ProfessionalAdvertising Sales AgentBusiness ManagerCustomer ServiceMarketing ManagerBrand RepresentativeMarketing AdministratorManagersDental Assistant

Experience & Education

Position:
Account Supervisor at Russ Reid Company
Title:
Account supervisor
Location:
Greater Los Angeles Area
Industry:
Marketing and Advertising
Work history:
Russ Reid Company - Pasadena, CAAccount Supervisorsince Jun 2011Freight Foods Co-Owner, Business ManagerSep 2008 - Aug 2009

Dee Huske Los Angeles, CA

Professions & Specialties

Trust Law AttorneyLawyersHuman Resources SpecialistTalent Acquisition AdvisorRecruitmentTalent AgentFacility ManagerContractorFacilities SpecialistConstructionDirectorOperations ManagerIndependent Business OwnersHuman Resource Manager

Experience & Education

Title:
Human Resources Professional
Location:
Greater Los Angeles Area
Industry:
Human Resources
Work history:
Northrop Grumman Corporation - Azusa, Ca.HR Facility ManagerOct 2005 - Sep 2010XonTech Systems - Van Nuys, Ca.Director Human ResourcesJan 1999 - Oct 2005
Skills:
Compensation & Benefit, Talent Acquisition, Employee Relations, Employee Engagement, HRIS,...

Chris Rotchford Los Angeles, CA

Professions & Specialties

Business AnalystProject ManagerCounselorBusiness ConsultantAnalystAnalystsAdvisorAgentSales AgentSales SupportSales RepresentativeServices ProfessionalSales and Service SpecialistHuman Resources SpecialistRecruitmentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperProject Managers

Experience & Education

Title:
Business Analyst/PM/Retirement Consultant
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Retirement Revolution - Pasadena, CARetirement & Business Consultant for ACN/RRNov 2011 - Jun 2013TIAA-CREF - Greater Denver AreaBusiness Consultant - GSS2007 - 2010
Skills:
401k, Retirement Planning, Mutual Funds, Mergers & Acquisitions, Retirement, Employee Benefits, ...

Benjamin Pringle Pasadena, CA

Professions & Specialties

Trust Law AttorneyLawyersSupporting MemberTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAccount Relationship AssociateClient Service OfficerCustomer ServiceNurseNurse Practitioner

Experience & Education

Position:
Trust Associate at Northern Trust
Title:
Making It Happen At The Northern Trust Company
Location:
Pasadena, California
Industry:
Financial Services
Work history:
Northern Trust Trust Associatesince Jan 2012Northern Trust Account Relationship AssociateDec 2010 - Jan 2012
Skills:
Customer Relations, Making It Count, Creative Problem Solving, Can Do Attitude, Team Building,...

Jeremy Milliorn Los Angeles, CA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersChief AccountantAccount ManagerIndependent Business OwnersIndependent ContractorContractorTutorAccounting BookkeeperBookkeeperTax AccountantBusiness AdministratorManagersBachelor of ScienceOperations Manager

Experience & Education

Position:
Senior Accountant at JG Boswell Company, Accounting Tutor at Self Employed
Location:
Greater Los Angeles Area
Industry:
Accounting
Work history:
JG Boswell Company - Pasadena, CASenior Accountantsince Jan 2013Self Employed - Greater Los Angeles AreaAccounting Tutorsince Sep 2012
Skills:
Oracle, Financial Reporting, Corporate Budgeting, CPA, Accounting, Income Tax, Bookkeeping,...
Certifications:
Certified Public Accountant, California Board of Accountancy

Rudy Magallanes Pasadena, CA

Professions & Specialties

Trust Law AttorneyLawyersAnalystAnalystsCaptainFinancial AnalystCustodianCustodial WorkerCleanersCertified Public AccountantFinance and Accounting SpecialistControllerAccounting BookkeeperBookkeeperObjective-CProgrammerComputer ProgrammerSoftware DeveloperSoftware DevelopersBachelor of Arts

Experience & Education

Title:
Corporate Analyst with 5+ years experience | US Army Reserves Captain with additional 5 years FT military experience
Location:
Pasadena, California
Industry:
Accounting
Work history:
JT Posey Company - ArcadiaFinancial AnalystJun 2012 - Feb 2013Accountemps - Pasadena, CAJunior AccountantMay 2012 - Jun 2012

Dennis Shogren Los Angeles, CA

Professions & Specialties

Trust Law AttorneyLawyersMaster of Business AdministrationCertified Public AccountantAccounting BookkeeperBookkeeperFinancial DirectorChief Executive OfficerFinancial OfficerFinancial ManagerCorporate ExecutiveChief ExecutiveConstructionBachelor of ScienceTax AccountantOperations ManagerPilotBusiness AdministratorAir Transportation WorkerAirman

Experience & Education

Position:
MBA, CPA, CFE at Shogren & Associates
Location:
Greater Los Angeles Area
Industry:
Accounting
Work history:
Shogren & Associates - Greater Los Angeles AreaMBA, CPA, CFEsince 2010Modtech Holdings, Inc. - Perris, CACEO (previously CFO)2003 - 2009
Skills:
Strategic Planning, Leadership, Metrics, Capital, Mergers, Change Management, Management,...

Jeffrey Moscaret Pasadena, CA

Professions & Specialties

Trust Law AttorneyLawyersOwnerChief ExecutiveFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPlannerFinancial ManagerPuchasing and Estimating ManagerAdvisor

Experience & Education

Position:
Owner at Moscaret Investment Advisory
Location:
Pasadena, California
Industry:
Investment Management
Work history:
Moscaret Investment Advisory - 180 So. Lake Avenue, Suite 315, Pasadena, CA 91101Ownersince Feb 1999IDS/American Express Financial Advisors Senior Financial Advisor/Gold Team PlannerAug 1986 - Feb 1999
Certifications:
Certified Financial Planner, College For Financial Planning
Registered Investment Adviser, State of California Department of Corporations

Mindy Marburger Santa Ana, CA

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersDirectorOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCounselorAdvisorManagersMedical Practice ProfessionalMedical PractitionerFinancial Services ProfessionalFinancial Services Sales AgentSchool AdministratorEducational Manager

Experience & Education

Position:
Director, Retirement Plans at Shuster Financial Group, LLC
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Shuster Financial Group, LLC - Pasadena, CADirector, Retirement Planssince Oct 2012Retirement Plan Advisory Group - Aliso Viejo, CAProducer ConsultantFeb 2011 - Sep 2012
Skills:
Client Engagement, Training Skills, Highly Adaptable, Event Management, Client Retention, Social...
Certifications:
Series, FINRA

Jill Bauer Saint Louis, MO

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersSenior Vice PresidentVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperHealth and Fitness TeacherSports TrainerSports Trainers

Experience & Education

Position:
Senior Vice President at East West Bank
Title:
East West Bank, Senior Vice President
Location:
Greater St. Louis Area
Industry:
Financial Services
Work history:
East West Bank - Pasadena, CASenior Vice Presidentsince Jan 2013BMS, Inc. - Irvine, CASenior Vice PresidentJul 2003 - Dec 2012

Michael Alden Denver, CO

Professions & Specialties

FiduciaryTrust Law AttorneyLawyersSenior Vice PresidentVice PresidentBoard MemberChief ExecutiveManagement Team ExecutiveOperations ManagerInformation Technology SpecialistIT SpecialistAdvisorInformation Technology DirectorDirectorManagerSenior ManagerChief Information OfficerExecutive Team LeaderChief Executive OfficerChief Operating OfficerChief Knowledge OfficerFinancial DirectorMarketing DirectorChief Visibility OfficerChief Digital OfficerChief Revenue OfficerChief Learning OfficerTechnology DirectorCorporate ExecutiveGeneral and Operations ManagerDirector of OperationsDevelopment DirectorHR ManagerFinancial OfficerFinancial ManagerTechnology ManagerTechnical ManagersSoftware EngineerTechnical Support SpecialistComputer Software ProfessionalSoftware DevelopersIT ManagerSystems Support SpecialistSupport SpecialistsCounselorLeaderBusiness ConsultantManagersTraining ManagerCertified Nurse AideNurseNurse PractitionerChief AccountantFinance and Accounting SpecialistAccount ManagerAccounting BookkeeperBookkeeperBachelor of ScienceHuman Resources SpecialistRecruitmentServices ProfessionalSales and Service SpecialistSales AgentSales Representative

Experience & Education

Position:
Senior Vice President of Home Retention Operations at Urban Lending Solutions, VICE PRESIDENT OF...
Title:
Senior Vice President - Technology & Operations
Location:
Greater Denver Area
Industry:
Information Technology and Services
Work history:
Urban Lending Solutions - Broomfield ColoradoSenior Vice President of Home Retention Operationssince Jul 2011As Is No Warranty Music Inc. VICE PRESIDENT OF CORPORATE AFFAIRSsince Jan 2007
Skills:
Agile, ITIL, CMM, Call Center, Telecommunications, Vendor Management, Process Improvement, Process...

Howard Huang San Francisco, CA

Professions & Specialties

Trust Law AttorneyLawyersEquity TraderTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentSenior AssociateInvestorSupporting MemberTeam MemberOperations ManagerCorporate ExecutiveChief Executive

Experience & Education

Position:
Equity Trader at Churchill Management Group
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Churchill Management Group - 5900 Wilshire Blvd, #400, Los Angeles, CA 90036Equity Tradersince Nov 2011Grandway Asset Management - Pasadena, CASenior AssociateMar 2011 - Nov 2011
Languages:
English, Chinese, Japanese

Diane Kimbro Santa Ana, CA

Professions & Specialties

ChairpersonChief Executive OfficerChief ExecutiveCorporate ExecutiveSchool PrincipalSchool AdministratorEducational ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
President/CEO at Finanscape, Principal at StoneTapert
Title:
President/CEO at Finanscape
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Finanscape - Aliso Viejo, CAPresident/CEOsince May 2010StoneTapert - Pasadena, CAPrincipalsince Dec 1987
Skills:
401k, ERISA, Defined Benefit, Employee Benefits, Retirement Planning, Strategic Financial Planning, ...

Ari Polychronopoulos Santa Ana, CA

Professions & Specialties

Vice PresidentChief ExecutiveMarketing ManagerRelationship ManagerAccount Service ManagerClient Service OfficerProduct SpecialistLeaderConstructionSenior AnalystManagersAnalystAnalystsCustomer Service

Experience & Education

Position:
Relationship Manager at Research Affiliates
Title:
Vice President, Relationship Manager/Product Specialist
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
Research Affiliates - Newport Beach, CARelationship Managersince Jul 2008Indymac Bank - Pasadena, CASenior AnalystJul 2006 - Jul 2008
Skills:
Portfolio Management
Certifications:
Chartered Financial Analyst (CFA), CFA Institute


Trust Law Attorneys near Pasadena, CA0174348522696870Los AngelesGlendaleSouth PasadenaMonroviaArcadiaAltadenaMontroseMonterey ParkRosemeadSan Gabriel



Trust Law Attorneys around Pasadena, CA

Altadena  (3)
Arcadia  (4)
Glendale  (14)
Los Angeles  (870)
Monrovia  (4)
Montrose  (1)
Rosemead  (1)

Trust Law Attorneys in California

Sub-specializations

Executor  (3)
Fiduciary  (29)