Branton & Wilson, APC

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Branton & Wilson, APC Employees

Employee
Years
Job
Industry
Jacqueline Lynch Parks, JD, LL.M. Tax Jacqueline Lynch Parks, JD, LL.M. Tax Greater San Diego Area Details
Jacqueline Lynch Parks, JD, LL.M. Tax's Branton & Wilson, APC Experience September 2008 - December 2009
Job Senior Vice President, Wealth Strategist at US Trust, Bank of America Private Wealth Management
Industry Investment Management
Experience
U.S. Trust, Bank of America Private Wealth Management   December 2009 - Present
Branton & Wilson, APC   September 2008 - December 2009
Best, Best and Krieger   January 2007 - September 2008
Stay at home mom  August 2005 - January 2007
United Way  February 2004 - August 2005
LYNCH & WHITE, ATTORNEYS   August 2003 - February 2004
Baker & Hostetler LLP  August 1999 - August 2003

Skills
Estate Tax Planning, Inheritance Tax Planning, Wealth Transfer Planning, Trusts, Retirement Planning, Estate Planning, Estate Administration, Wealth, Wealth Management, Gifts, Wealth Transfer, Tax, Financial Planning, Wills, High Net Worth..., Investments, Succession Planning, Non-profits, Income Tax, Asset Protection, Business Transactions, Asset Management, Charitable Giving, Tax Law, Public Speaking, Portfolio Management, Strategic Financial..., Asset Managment, Asset Allocation, Wealth Management..., Trust Management, Charities

Education
University of San Diego School of Law   2008 — 2010
LL.M. Taxation, Taxation

Case Western Reserve University School of Law   1996 — 1999
J.D., Law

John Carroll University   1993 — 1996
B.A., Political Science

Canisius College   1992 — 1992

Wendy Pope Wendy Pope Greater San Diego Area Details
Wendy Pope's Branton & Wilson, APC Experience November 1997 - April 1998
Job Administrative and Accounting Professional
Industry Accounting
Experience
Rick Engineering Company  March 2004 - January 2008
State of California  July 2000 - January 2003
City of Chula Vista  July 1998 - April 2000
Branton & Wilson, APC   November 1997 - April 1998
U.S. Government, International Boundary & Water Commission   October 1995 - November 1997
State of California  April 1991 - May 1995
Chula Vista Family Medical Group   March 1989 - September 1990

Skills
PowerPoint, Data Entry, Invoicing, Receptionist Duties, Payroll, Office Equipment, Account Reconciliation, GAAP, General Ledger, Administrative..., Journal Entries, Administrative Work, Microsoft Excel, Financial Reporting, Accounting, Bookkeeping, Multi-line Phone, Spreadsheets, Accounts Receivable, Financial Statements, Administrative...

Education
Colorado Technical University   2009 — 2011
Bachelor of Science, Business Administration; Healthcare Management

Southwestern Junior College   1987 — 2003
Associate, Accounting

Southwestern Junior College   1987 — 2000
Associate, General Studies

Richard Carpenter Richard Carpenter Greater San Diego Area Details
Richard Carpenter's Branton & Wilson, APC Experience November 1984 - January 1988
Job Richard Carpenter, Tax Attorney
Industry Law Practice
Experience
University of San Diego School of Law  January 1993 - Present
Richard Carpenter, Tax Attorney   February 1988 - Present
Branton & Wilson, APC   November 1984 - January 1988

Skills
Criminal Law, Tax Law, Tax, Litigation, Estate Planning, Legal Writing, Wills, Civil Litigation, Westlaw, International Tax, Corporate Tax, Courts, Trusts, Legal Research, Income Tax, Legal Assistance

Education
University of San Diego School of Law   1981 — 1984
JD

Baruch College, City University of New York (CUNY)
BBA, Accounting

Kimberly M Paris Kimberly M Paris Greater San Diego Area Details
Kimberly M Paris's Branton & Wilson, APC Experience 2003 - 2005
Job Market Manager at IB Beautiful, Inc. / Imperial Beach Certified Farmers Market
Industry Legal Services
Experience
IB Beautiful, Inc. / Imperial Beach Certified Farmers Market   November 2012 - Present
IB Beautiful, Inc.   April 2011 - Present
LegalShield, Independent Associate  March 2011 - Present
Criminal Defense Legal Center   2009 - 2010
Klinedinst PC  September 2005 - June 2008
Branton & Wilson, APC   2003 - 2005

Skills
Project Management, marketing, Conflict Resolution, Legal Documents, document review, Administrative..., Bookkeeping, Contract Law, Microsoft Excel, Entrepreneurship, Event Planning, Family Law, Client Focus, Outcome focused, General Operations, General Office..., General Practice of Law, General Corporate..., Microsoft Word, Microsoft Office, Negotiation, Networking, Notary Public, New Business Development, Office Management, Online Reputation..., Photoshop, PowerPoint, Problem Solving, Adobe Creative Suite, Presentations, Crystal Reports, Sage ACT, System Administration, Time Management, Appointment Scheduling, SWOT analysis, Up-selling, Norton Utilities, Vendor Management, Content Writing, Content Strategy, Web Analytics, Wordperfect, Windows, Creative Writing, Business Writing, Business Correspondence, YouTube, Cloud Computing

Education
Art Institute of Pittsburgh   2012 — 2015
Bachelor's degree, Marketing, Junior

Grossmont College   2010 — 2013
In Progress, Spanish

San Diego State University-California State University   2004 — 2008
Criminal Justice

Cuyamaca College   2001 — 2004
Associates in Science (A.S.), Paralegal Studies

Grossmont College   2000 — 2003
Associates in Art, General Studies With Honors

Randall Klotz, Esq. Randall Klotz, Esq. Greater San Diego Area Details
Randall Klotz, Esq.'s Branton & Wilson, APC Experience 1994 - 2002
Job Partner/Attorney at Stutzman & Klotz: Nonprofits, Real Estate, Estate Planning, and Trust Administration
Industry Legal Services
Experience
Klotz Fiduciary Services   January 2011 - Present
Stutzman & Klotz   January 2010 - Present
California State Division/ International Association for Identification   May 2012 - December 2013
Capital Growth Planning, Inc.   2008 - 2011
Wells Fargo Bank  2006 - 2008
Sparber Rudolph Annen   2005 - 2006
Klotz & Associates, APC   2002 - 2005
Branton & Wilson, APC   1994 - 2002
San Diego, CA  1993 - 1993

Skills
Estate Planning, Trusts, Powers of Attorney, Real Estate, Real Estate Transactions, Corporate Law, Estate Administration, High Net Worth..., Wills, Legal Assistance, Asset Management, Business Formation, Property Law, Foreclosures, Non-profits, LLC, Licensing, Elder Law, Foundations, Irrevocable Life..., Succession Planning, Wealth, Real Estate Financing, Probate, Commercial Real Estate, Planned Giving, Tax, REO, Short Sales, Zoning, Land Use, Professional Fiduciary, 1031 Exchanges, Vacant Land, Bylaws, Revocable Trusts, Corporate Governance, Trust Administration, Real Estate Development, Wealth Management..., Virtual Corporate..., LLC's, Employment Contracts, Partnerships, Easements, Lease Negotiations, Buying a Business, Title Insurance, Nonprofits, Management

Education
Loyola Law School, Loyola Marymount University   1981 — 1985
J.D., Law

University of San Diego   1972 — 1976
B.A., Biology

Jean-Claude Lapuyade Jean-Claude Lapuyade Greater San Diego Area Details
Jean-Claude Lapuyade's Branton & Wilson, APC Experience 2003 - 2003
Job Attorney at Law/Owner of JCL Law Firm
Industry Law Practice
Experience
JCL Law Firm   April 2010 - Present
Silldorf & Levine, LLP   October 2006 - February 2010
Branton & Wilson, APC   2003 - 2003

Skills
Litigation, Product Liability, Arbitration, Personal Injury, Trials, Defense, Breach Of Contract, Claim, Business Litigation, Commercial Litigation, Civil Litigation, Courts, Legal Research, Mediation, Alternative Dispute..., Legal Writing, Trial Practice, Real Estate, Dispute, Depositions, Appeals

Education
California Western School of Law   2003 — 2006
J.D., Law

University of Arizona   1996 — 2001
BA, History

Chaparral

Dierdre A McCall, ACP Dierdre A McCall, ACP Greater San Diego Area Details
Dierdre A McCall, ACP's Branton & Wilson, APC Experience 1997 - 1999
Job Manager, Contracts/Purchasing & Sr. Paralegal
Industry Legal Services
Experience
Neurocrine Biosciences, Inc.   1999 - 2015
US Navy  1987 - 2002
Branton & Wilson, APC   1997 - 1999

Skills
Contract Management, Contract Negotiation, Contract Administration, Contractual Agreements, Customer Service, Document Review, Corporate Law, ERP Software, Management, Legal Ethics, Legal Research, Legal Writing, Purchasing Processes, Purchasing Negotiation, Uniform Commercial Code, Intellectual Property, Team Management, Legal Assistance, Corporate Governance, Project Management, Financial Reporting, Process Improvement, Life Sciences, Leadership, Training, Outlook, SEC, Contract Law, Information Security, Microsoft Word, PowerPoint, Litigation, Civil Litigation, Time Management, Pharmaceutical Industry, Biotechnology, Cross-functional Team..., Personal Injury, Mergers & Acquisitions, Product Cost Analysis, Business Process..., Strategic Planning, Litigation Support, Licensing, Research, Legal Documents, Purchasing Supplies, Corporate Finance, Organizational..., Supplier Negotiation

Education
University of Phoenix
Bachelor’s Degree, Business Management

The George Washington University School of Business and Public Management
Certificate, Commercial Contract Management/Principles and Practices

University of San Diego   1998 — 1999
Certificate, Paralegal Generalist Program (ABA Approved)

Naval Justice School (NJS), Navy JAG (Judge Advocate General's Corps)   1997 — 1998
Military Justice, Civil and Administrative Law and Procedure

Brian Katusian Brian Katusian Greater San Diego Area Details
Brian Katusian's Branton & Wilson, APC Experience January 2008 - January 2011
Job Attorney Tax, ERISA/Employee Benefits, and Nonprofit at Seltzer Caplan McMahon Vitek
Industry Law Practice
Experience
Seltzer Caplan McMahon Vitek  January 2011 - Present
Branton & Wilson, APC   January 2008 - January 2011
Krause Kalfayan Benink & Slavens LLP   August 2007 - January 2008
USD Tax Clinic   August 2007 - December 2007

Skills
Estate Planning, Tax Controversy, Corporate Tax, Legal Research, Litigation, Tax, Trusts, Mergers & Acquisitions, Real Estate, Westlaw, Legal Writing, Corporate Law, Courts, Legal Advice, Tax Law

Education
University of San Diego School of Law   2007 — 2007
LL.M. in Taxation, Taxation Law

University of San Diego School of Law   2004 — 2007
J.D., Law

University of California, San Diego   2000 — 2004
B.S., Management Science, Minor - Spanish Literature

Universidad de Chile   2002 — 2002
Spanish Literature

Corona del Mar High School   1994 — 2000

Camille Perna Camille Perna Greater San Diego Area Details
Camille Perna's Branton & Wilson, APC Experience January 2005 - February 2007
Job Associate at Hughes & Pizzuto
Industry Law Practice
Experience
Hughes & Pizzuto   September 2011 - Present
Perna & Perna, APC   February 2007 - September 2011
Branton & Wilson, APC   January 2005 - February 2007
Weitzen & Phillips LLP   February 1998 - July 2003

Skills
Certified Specialist,..., Estate Planning, Estate Tax Planning, Estate Law, Tax, Gift Tax, High Net Worth..., Trusts, Wills, Estate Administration, Business Transactions

Education
University of San Diego School of Law   2001 — 2004
J.D., L.L.M - Tax

University of California, San Diego   1997 — 2001
B.A., Political Science; French Literature

University of San Diego High School   1993 — 1997

Monica Frassa Monica Frassa San Francisco Bay Area Details
Monica Frassa's Branton & Wilson, APC Experience May 2005 - August 2005
Job Tax Controversy Manager at Deloitte
Industry Accounting
Experience
Deloitte  May 2010 - Present
Branton and Wilson   September 2006 - April 2008
Branton & Wilson, APC   May 2005 - August 2005

Skills
Tax, International Tax, Income Tax, Transfer Pricing, Legal Research, IRS, Tax Research, Research, Appeals, Tax Controversy, FTB, IRS Audits, Tax Law

Education
Boston University School of Law   2008 — 2009
LLM, taxation

University of Notre Dame Law School   2003 — 2006
JD, law

Columbia University in the City of New York   1999 — 2003
BA, Political Science

Robyn Frattali Robyn Frattali Greater San Diego Area Details
Robyn Frattali's Branton & Wilson, APC Experience August 2000 - November 2010
Job Paralegal at Henderson, Caverly, Pum & Charney, LLP
Industry Law Practice
Experience
Henderson, Caverly, Pum & Charney LLP   2010 - Present
Branton & Wilson, APC   August 2000 - November 2010
Lautanen & Stanley, APLC   1995 - 2000

Skills
Legal Research, Litigation, Legal Writing

Education
Reed College   1981 — 1985

Emma Keller Emma Keller Greater San Diego Area Details
Emma Keller's Branton & Wilson, APC Experience March 2000 - June 2010
Job
Industry Law Practice
Experience
Branton & Wilson, APC   March 2000 - June 2010
Law Office of E. Emma Keller   October 1992 - April 1999
City of Tucson  January 1985 - September 1992

Education
University of Arizona, James E. Rogers College of Law   1983 — 1986
JD, Jurisprudence

Michael Wexler Michael Wexler Greater San Diego Area Details
Michael Wexler's Branton & Wilson, APC Experience June 1997 - August 2000
Job Owner at Wexler Law Group, Inc.
Industry Law Practice
Experience
Wexler Law Group, Inc.   April 2008 - Present
Luce Forward Hamilton & Scripps LLP,   April 2006 - March 2008
Holland & Knight LLP  January 2005 - March 2006
Cowley & Chidester LLP   August 2000 - December 2004
Branton & Wilson, APC   June 1997 - August 2000
Bank of America  July 1990 - July 1997
Graham & James  June 1989 - June 1990
Pillsbury Winthrop Shaw Pittman LLP  October 1987 - June 1990
United States Court of Appeals for the Ninth Circuit  September 1986 - September 1987

Education
Harvard University   1979 — 1983
A.B. Summa Cum Laude, History and Philosophy of Science and Technology

The University of Chicago Law School   1983 — 1986
J.D. with Honors, Law, Top 10%

Shannon Montisano Shannon Montisano Greater San Diego Area Details
Shannon Montisano's Branton & Wilson, APC Experience 2004 - 2010
Job Shareholder and Attorney at Hughes & Pizzuto, APC
Industry Law Practice
Experience
Hughes & Pizzuto, APC   2011 - Present
Branton & Wilson, APC   2004 - 2010

Education
University of San Diego School of Law   1990 — 1994
Juris Doctor (J.D.)

San Diego State University-California State University   1986 — 1990
Bachelor’s Degree, Criminal Justice Administration, Academic Distinction

Peta Hallisey Peta Hallisey Greater San Diego Area Details
Peta Hallisey's Branton & Wilson, APC Experience February 2006 - January 2011
Job Attorney
Industry Law Practice
Experience
Peta Lewis Hallisey   December 2011 - Present
Branton & Wilson, APC   February 2006 - January 2011
Branton & Wilson, APC   February 2006 - January 2011

Education
University of the Pacific - McGeorge School of Law   1980 — 1984
JD, Law

University of California, Berkeley
MLS, Information Sciences