First American Trust
Industry: Company
DescriptionFounded: 1985 Parent organizations: First American Corporation, First American Financial
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19 First American Trust employees in database. Find out everything there's to know about First American Trust employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
First American Trust Employees
Employee
Years
Job
Industry
Dan Elser Dan Elser's First American Trust Experience October 2003 - Present
Job Investment Adviser Representative at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors Inc. July 2005 - Present
First American Trust October 2003 - Present
Education
Colorado State University 1971 — 1975
BS, Natural Sciences and Math
Voya Financial Advisors Inc. July 2005 - Present
First American Trust October 2003 - Present
Education
Colorado State University 1971 — 1975
BS, Natural Sciences and Math
Leslie S. Klein, CFP® Leslie S. Klein, CFP®'s First American Trust Experience June 2002 - July 2013
Job Director, Charitable Giving at The San Diego Foundation
Industry Financial Services
Experience
The San Diego Foundation August 2013 - Present
First American Trust June 2002 - July 2013
First National Bank 1997 - 2002
Wells Fargo Bank 1995 - 1997
Skills
Retirement Planning, Wealth Management, Asset Allocation, Estate Planning, Strategic Financial..., Planned Giving, Retirement, High Net Worth..., Financial Advisory, Investment Advisory, Philanthropy, Trusts, Wealth Management..., Banking, Charities, Financial Planning, Small Business, Investments, Asset Management
Education
Miami University 1974 — 1978
BSBus, Management, Marketing
College for Financial Planning
CFP
The San Diego Foundation August 2013 - Present
First American Trust June 2002 - July 2013
First National Bank 1997 - 2002
Wells Fargo Bank 1995 - 1997
Skills
Retirement Planning, Wealth Management, Asset Allocation, Estate Planning, Strategic Financial..., Planned Giving, Retirement, High Net Worth..., Financial Advisory, Investment Advisory, Philanthropy, Trusts, Wealth Management..., Banking, Charities, Financial Planning, Small Business, Investments, Asset Management
Education
Miami University 1974 — 1978
BSBus, Management, Marketing
College for Financial Planning
CFP
Joanna Averett Joanna Averett's First American Trust Experience 2006 - 2014
Job Professional Fiduciary
Industry Investment Management
Experience
First American Trust 2006 - 2014
Arrowhead Trust 2003 - 2006
Citizens Business Bank 1999 - 2003
Skills
Estate Planning, Wealth Management, High Net Worth..., Investment Advisory, Asset Allocation, Trusts, Retirement, Investment Strategies, Portfolio Management, Wealth Management..., Investments, Retirement Planning, Wealth, Estate Tax Planning, Estate Administration, Financial Goals, Succession Planning, Wills, Mutual Funds, Asset Managment, Financial Advisory, Tax, Real Estate, Strategic Financial..., Series 7
Education
University of Redlands 2004 — 2005
MBA, Business Administration and Management, General
California Baptist University 1997 — 1999
BBA, Business
First American Trust 2006 - 2014
Arrowhead Trust 2003 - 2006
Citizens Business Bank 1999 - 2003
Skills
Estate Planning, Wealth Management, High Net Worth..., Investment Advisory, Asset Allocation, Trusts, Retirement, Investment Strategies, Portfolio Management, Wealth Management..., Investments, Retirement Planning, Wealth, Estate Tax Planning, Estate Administration, Financial Goals, Succession Planning, Wills, Mutual Funds, Asset Managment, Financial Advisory, Tax, Real Estate, Strategic Financial..., Series 7
Education
University of Redlands 2004 — 2005
MBA, Business Administration and Management, General
California Baptist University 1997 — 1999
BBA, Business
Jennifer Escoe Jennifer Escoe's First American Trust Experience May 2008 - September 2010
Job Production Support Analyst at First American Trust
Industry Banking
Experience
First American Trust May 2008 - September 2010
WaMu September 2003 - February 2008
Washington Mutual May 2003 - September 2003
VengroffWilliams and Assoc. March 2001 - May 2003
Education
Scrum Alliance / Agile University 2009 — 2009
Certification, Certified Scrum Master (CSM)
Orange Coast College 1997 — 1999
Complete Certificate, Microsoft Office Specialist (MOS)
Orange Coast College 1994 — 1999
Technical and Business Writing
First American Trust May 2008 - September 2010
WaMu September 2003 - February 2008
Washington Mutual May 2003 - September 2003
VengroffWilliams and Assoc. March 2001 - May 2003
Education
Scrum Alliance / Agile University 2009 — 2009
Certification, Certified Scrum Master (CSM)
Orange Coast College 1997 — 1999
Complete Certificate, Microsoft Office Specialist (MOS)
Orange Coast College 1994 — 1999
Technical and Business Writing
Tana Cleaves Tana Cleaves's First American Trust Experience 1998 - 2000
Job CTFA, Licensed Professional Fiduciary at ProFiduciary, Inc.
Industry Financial Services
Experience
Mutual of Omaha Bank 2012 - 2012
US Trust Division of Bank of America 2000 - 2011
First American Trust 1998 - 2000
Wells Fargo 1996 - 1998
Skills
Trust Services, Estate Planning, Wealth Management, Trust Management, Personal Trust, Personal trust sales &..., New Business Development, Investments, Trusts, Insurance, Asset Management, Public Speaking, Private Banking, Strategic Financial..., Wills, High Net Worth..., Estate Tax Planning, Wealth Management..., Investment Management, Leadership, Banking, Marketing, Investment Advisory, Wealth, Mutual Funds, Financial Planning, Retirement Planning
Education
Cannon Financial Institute 1992 — 2008
Graduate, Trust School and Wealth Sales Mgmt.
Institute of Certified Bankers, WA,D.C. 1995 — 1995
CTFA, Trust
California State University-Sacramento 1975 — 1985
BS, Business - Marketing Emphasis
Mutual of Omaha Bank 2012 - 2012
US Trust Division of Bank of America 2000 - 2011
First American Trust 1998 - 2000
Wells Fargo 1996 - 1998
Skills
Trust Services, Estate Planning, Wealth Management, Trust Management, Personal Trust, Personal trust sales &..., New Business Development, Investments, Trusts, Insurance, Asset Management, Public Speaking, Private Banking, Strategic Financial..., Wills, High Net Worth..., Estate Tax Planning, Wealth Management..., Investment Management, Leadership, Banking, Marketing, Investment Advisory, Wealth, Mutual Funds, Financial Planning, Retirement Planning
Education
Cannon Financial Institute 1992 — 2008
Graduate, Trust School and Wealth Sales Mgmt.
Institute of Certified Bankers, WA,D.C. 1995 — 1995
CTFA, Trust
California State University-Sacramento 1975 — 1985
BS, Business - Marketing Emphasis
Clint Fish Clint Fish's First American Trust Experience November 2000 - Present
Job President of First American Trust
Industry Financial Services
Experience
First American Trust November 2000 - Present
Monroe Bank June 1999 - November 2000
NBD Bank January 1993 - June 1999
Education
College for Financial Planning 1994 — 1998
Financial Planning
Bloomington High School North
First American Trust November 2000 - Present
Monroe Bank June 1999 - November 2000
NBD Bank January 1993 - June 1999
Education
College for Financial Planning 1994 — 1998
Financial Planning
Bloomington High School North
Albert Stein, MBA Albert Stein, MBA's First American Trust Experience March 2004 - December 2008
Job Performance Analyst at CWS Capital Partners
Industry Investment Management
Experience
CWS Capital Partners December 2013 - Present
CWS Capital Partners January 2012 - November 2013
CWS Capital Partners June 2009 - December 2011
First American Trust March 2004 - December 2008
First American Trust December 1999 - March 2004
Earth Technology Corporation August 1998 - December 1999
Skills
fixed income analysis, financial modeling, trading, Asset Managment, Microsoft Excel, Real Estate Transactions, Real Estate Private..., Valuation, Operating Budgets, Treasury Management, Portfolio Management, Supervising, Equity Trading, Equity Capital Markets, Commercial Real Estate, Investor Relations..., Team Leadership, MBA, Accounting, Economics, Data Manipulation, Asset Management, Forecasting, Financial Modeling, Budgets, Bloomberg, Capital Markets, Financial Analysis, Trading, Fixed Income Analysis, Strategic Planning, Corporate Finance, Fixed Income, Analysis
Education
University of California, Irvine - The Paul Merage School of Business 2010 — 2013
MBA, Real Estate & Investment Management
California State University-Fullerton - College of Business and Economics 1992 — 1997
BS, Accounting & Finance
CWS Capital Partners December 2013 - Present
CWS Capital Partners January 2012 - November 2013
CWS Capital Partners June 2009 - December 2011
First American Trust March 2004 - December 2008
First American Trust December 1999 - March 2004
Earth Technology Corporation August 1998 - December 1999
Skills
fixed income analysis, financial modeling, trading, Asset Managment, Microsoft Excel, Real Estate Transactions, Real Estate Private..., Valuation, Operating Budgets, Treasury Management, Portfolio Management, Supervising, Equity Trading, Equity Capital Markets, Commercial Real Estate, Investor Relations..., Team Leadership, MBA, Accounting, Economics, Data Manipulation, Asset Management, Forecasting, Financial Modeling, Budgets, Bloomberg, Capital Markets, Financial Analysis, Trading, Fixed Income Analysis, Strategic Planning, Corporate Finance, Fixed Income, Analysis
Education
University of California, Irvine - The Paul Merage School of Business 2010 — 2013
MBA, Real Estate & Investment Management
California State University-Fullerton - College of Business and Economics 1992 — 1997
BS, Accounting & Finance
Hillary Fish Hillary Fish's First American Trust Experience March 2010 - April 2011
Job Account Executive at Stephen Gould Corporation
Industry Packaging and Containers
Experience
Stephen Gould Corporation August 2015 - Present
Shorr Packaging Corp. April 2011 - July 2015
First American Trust March 2010 - April 2011
Skills
Microsoft Excel, Negotiation, Customer Service, Corrugated, Packaging, Account Management, Logistics Management, New Business Development, Strategic Planning, Windows, Outlook, PowerPoint, Communication Skills, Sales, Time Management, Microsoft Word
Education
California State University-Sacramento 2005 — 2009
Bachelor of Arts (BA), Psychology
Stephen Gould Corporation August 2015 - Present
Shorr Packaging Corp. April 2011 - July 2015
First American Trust March 2010 - April 2011
Skills
Microsoft Excel, Negotiation, Customer Service, Corrugated, Packaging, Account Management, Logistics Management, New Business Development, Strategic Planning, Windows, Outlook, PowerPoint, Communication Skills, Sales, Time Management, Microsoft Word
Education
California State University-Sacramento 2005 — 2009
Bachelor of Arts (BA), Psychology
Karen Prinz Karen Prinz's First American Trust Experience April 1988 - June 2008
Job Vice President at First Foundation, Inc.
Industry Banking
Experience
First Foundation, Inc. July 2008 - Present
First American Trust April 1988 - June 2008
Education
Pepperdine University
CTFA
First Foundation, Inc. July 2008 - Present
First American Trust April 1988 - June 2008
Education
Pepperdine University
CTFA
John Garrett, CFA John Garrett, CFA's First American Trust Experience June 2006 - August 2006
Job Equity Research
Industry Capital Markets
Experience
Wedbush Securities June 2007 - Present
Wedbush Morgan Securities January 2006 - December 2006
First American Trust June 2006 - August 2006
Schlumberger, Ltd. September 2000 - June 2004
Epoch Well Logging October 1999 - August 2000
Education
University of Southern California - Marshall School of Business 2005 — 2007
MBA, finance
University of Colorado 1994 — 2000
B.A., Geology
St. Francis High School 1990 — 1994
Wedbush Securities June 2007 - Present
Wedbush Morgan Securities January 2006 - December 2006
First American Trust June 2006 - August 2006
Schlumberger, Ltd. September 2000 - June 2004
Epoch Well Logging October 1999 - August 2000
Education
University of Southern California - Marshall School of Business 2005 — 2007
MBA, finance
University of Colorado 1994 — 2000
B.A., Geology
St. Francis High School 1990 — 1994
Dennis Hong's First American Trust Experience June 1996 - June 1997
Job
Industry Real Estate
Experience
Mobire Media, Inc. May 2007 - June 2008
First American National Homebuilders July 2005 - April 2007
Par Escrow Corporations October 2003 - May 2005
First American Lender's Advantage May 2002 - May 2003
First American Lender's Advantage July 2000 - May 2002
First American Title September 1998 - July 2000
First American Trust, FSB June 1997 - September 1998
First American Trust June 1996 - June 1997
Skills
Leadership, Training, Strategic Planning, Process Improvement, Strategy, Team Building, Management, Real Estate, Budgets, Human Resources
Education
University of California, San Diego 1994 — 1996
BA, Economics
University of California, San Diego 1991 — 1994
BA, Economics
Mobire Media, Inc. May 2007 - June 2008
First American National Homebuilders July 2005 - April 2007
Par Escrow Corporations October 2003 - May 2005
First American Lender's Advantage May 2002 - May 2003
First American Lender's Advantage July 2000 - May 2002
First American Title September 1998 - July 2000
First American Trust, FSB June 1997 - September 1998
First American Trust June 1996 - June 1997
Skills
Leadership, Training, Strategic Planning, Process Improvement, Strategy, Team Building, Management, Real Estate, Budgets, Human Resources
Education
University of California, San Diego 1994 — 1996
BA, Economics
University of California, San Diego 1991 — 1994
BA, Economics
Sandy Yawata's First American Trust Experience November 2001 - July 2005
Job Domestic Engineer
Industry Information Technology and Services
Experience
Tamura Elementary School February 2013 - June 2013
Northwood Elementary September 2011 - February 2012
Epicor March 2006 - July 2007
EPICOR March 2006 - July 2007
TROY GROUP March 2005 - August 2006
TROY Group, Inc. August 2005 - March 2006
First American Trust November 2001 - July 2005
FIRST AMERICAN TRUST January 2001 - January 2005
EPICOR SOFTWARE January 2000 - January 2001
Skills
Software Project...
Education
CSU
BS, Business
California State University-Long Beach - College of Business Administration 1988 — 1992
BS, Financial Managment
Tamura Elementary School February 2013 - June 2013
Northwood Elementary September 2011 - February 2012
Epicor March 2006 - July 2007
EPICOR March 2006 - July 2007
TROY GROUP March 2005 - August 2006
TROY Group, Inc. August 2005 - March 2006
First American Trust November 2001 - July 2005
FIRST AMERICAN TRUST January 2001 - January 2005
EPICOR SOFTWARE January 2000 - January 2001
Skills
Software Project...
Education
CSU
BS, Business
California State University-Long Beach - College of Business Administration 1988 — 1992
BS, Financial Managment
Trina Ji's First American Trust Experience February 2011 - Present
Job Sr. Software Developer at First American Trust
Industry Banking
Experience
First American Trust February 2011 - Present
Skills
SQL, Software Project..., Agile Methodologies, Scrum, Microsoft SQL Server
Education
California State University-San Bernardino 1998 — 2000
master, computer science
First American Trust February 2011 - Present
Skills
SQL, Software Project..., Agile Methodologies, Scrum, Microsoft SQL Server
Education
California State University-San Bernardino 1998 — 2000
master, computer science
Sean Rahbari's First American Trust Experience June 2001 - May 2008
Job President at Rahbari Enterprises
Industry Financial Services
Experience
Rahbari Enterprises February 2014 - Present
InvestTech Systems Consulting 2008 - Present
First American Trust June 2001 - May 2008
First Allied Securities 1998 - 1999
brookside capital 1995 - 1996
standard pacific capital 1995 - 1996
Education
San Diego State University-California State University 1989 — 1993
Rahbari Enterprises February 2014 - Present
InvestTech Systems Consulting 2008 - Present
First American Trust June 2001 - May 2008
First Allied Securities 1998 - 1999
brookside capital 1995 - 1996
standard pacific capital 1995 - 1996
Education
San Diego State University-California State University 1989 — 1993
Brent Rahn's First American Trust Experience August 2006 - June 2010
Job VP Software Development, Information Security Officer at First American Trust, FSB
Industry Banking
Experience
First American Trust, FSB June 2010 - Present
First American Trust August 2006 - June 2010
First American Trust 1996 - 2002
Skills
Process Improvement, Vendor Management, IT Strategy, Business Intelligence, IT Management, Risk Management, Project Management, Integration, SaaS, Program Management, Security, Quality Assurance, Strategic Planning, Cross-functional Team..., Team Leadership, SQL, Banking, Visio, Analysis, IT Operations
Education
University of California, Irvine - The Paul Merage School of Business 2008 — 2010
MBA
University of California, San Diego 1999 — 2002
BA, Computer Science
First American Trust, FSB June 2010 - Present
First American Trust August 2006 - June 2010
First American Trust 1996 - 2002
Skills
Process Improvement, Vendor Management, IT Strategy, Business Intelligence, IT Management, Risk Management, Project Management, Integration, SaaS, Program Management, Security, Quality Assurance, Strategic Planning, Cross-functional Team..., Team Leadership, SQL, Banking, Visio, Analysis, IT Operations
Education
University of California, Irvine - The Paul Merage School of Business 2008 — 2010
MBA
University of California, San Diego 1999 — 2002
BA, Computer Science
Aaron M. Newland, CFP's First American Trust Experience May 2005 - January 2010
Job Managing Director at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust March 2014 - Present
Atlantic Trust Private Wealth Management 2010 - March 2014
First American Trust May 2005 - January 2010
Marina Advisor Group April 2002 - April 2005
Fidelity Investments June 1993 - April 2002
Education
Bentley University 1991 — 1993
BS, Finance
Atlantic Trust March 2014 - Present
Atlantic Trust Private Wealth Management 2010 - March 2014
First American Trust May 2005 - January 2010
Marina Advisor Group April 2002 - April 2005
Fidelity Investments June 1993 - April 2002
Education
Bentley University 1991 — 1993
BS, Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY