Whittier Trust Company

Description

Whittier Trust Company is an American independent wealth management and investment firm. A multi-family office, it stems from the family office founded by the children of Max Whittier. Whittier co-founded and developed Beverly Hills in the early 1900s, and co-founded Belridge Oil in 1911. Founded: 1994 Total assets: 11 billion USD Headquarters: South Pasadena, CA, Reno, NV

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Whittier Trust Company Employees

Employee
Years
Job
Industry
Jonathan Duong, CTFA EA Jonathan Duong, CTFA EA South Pasadena, California Details
Jonathan Duong, CTFA EA's Whittier Trust Company Experience January 2012 - Present
Job Trust Tax Officer
Industry Investment Banking
Experience
Whittier Trust Company   January 2012 - Present
Whittier Trust Company   October 1998 - December 2011
O'Melveny & Myers LLP   1997 - 1998

Skills
High Net Worth..., Estate Planning, Asset Management, Tax Software : CCH..., Computer skill:..., Investments, Tax Accounting, Tax Research, Bloomberg, Trusts, Equities, Asset Allocation

Education
Golden Gate University   2008 — 2012
Master of Science, Taxation

The California State University   1994 — 1998
Bachelor of Science, Business Administration

Robyn Moss Robyn Moss Greater Los Angeles Area Details
Robyn Moss's Whittier Trust Company Experience June 2014 - Present
Job Investment Analyst at Whittier Trust Company
Industry Financial Services
Experience
Whittier Trust Company   June 2014 - Present
USC Marshall School of Business  August 2012 - May 2014
Toyota Motor Sales  May 2013 - August 2013
Morgan Stanley  January 2011 - April 2012
Morgan Stanley  September 2010 - January 2011
Marsh  July 2008 - September 2010
Renee Croce & Associates   January 2008 - May 2008
Wachovia Securities, LLC  August 2007 - December 2007
USC Athletic Department  January 2006 - December 2007
Capital Campaigns  June 2007 - August 2007

Skills
Data Analysis, Project Management, Strategic Planning, Event Planning, Research, Management, Financial Analysis, Financial Modeling, Digital Marketing, Leadership, Management Consulting, Risk Management, Market Research, Strategy, Marketing, Business Strategy, Finance, Cross-functional Team...

Education
USC Marshall School of Business   2012 — 2014
Master of Business Administration (M.B.A.)

University of Southern California   2004 — 2007
BA, Political Science, Business Law

American University   2005 — 2005
Summer Congressional Intern Program

University of California, Los Angeles   2003 — 2004

Flintridge Sacred Heart Academy   1999 — 2003

John (Jack) Gilmore John (Jack) Gilmore La Canada Flintridge, California Details
John (Jack) Gilmore's Whittier Trust Company Experience May 2015 - Present
Job Investment Intern at Whittier Trust Co.
Industry Financial Services
Experience
Whittier Trust Company   May 2015 - Present
Sigma Alpha Epsilon Fraternity  December 2014 - Present
Yik Yak, Inc.   August 2014 - January 2015
Found Eats   August 2014 - January 2015
Sigma Alpha Epsilon Fraternity  May 2014 - December 2014
Pacific Core Partners LLC   June 2014 - August 2014

Skills
PowerPoint, Research, Public Speaking, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Leadership

Education
University of California, Berkeley   2013 — 2017
Bachelor of Business Administration (B.B.A.), Haas School of Business

Loyola High School of Los Angeles   2010 — 2014

Marie Dawson Marie Dawson Reno, Nevada Area Details
Marie Dawson's Whittier Trust Company Experience August 2013 - Present
Job Vice President Client Advisor, Whittier Trust Company
Industry Financial Services
Experience
Whittier Trust Company   August 2013 - Present
BMO Harris Bank N.A.   July 2006 - August 2013
US Bank, N.A., Denver, Colorado   April 2002 - July 2006
Wells Fargo Bank, N.A., Denver, Colorado   August 1999 - April 2002

Skills
Estate Planning, Strategic Financial..., Trust Services, Trusts, Financial Services, Relationship Management, Tax

Education
University of Kansas
Bachelor of Science (B.S.), Social Welfare

Northwestern University
National Graduate Trust School

Greg Custer Greg Custer Greater Los Angeles Area Details
Greg Custer's Whittier Trust Company Experience October 1999 - Present
Job Executive Vice President and Manager of South Pasadena Administration
Industry Investment Management
Experience
Whittier Trust Company   October 1999 - Present
Tournament of Roses  2010 - 2013

Skills
Equities, Alternative Investments, Asset Allocation, Fixed Income, Asset Management, Tax, Wealth Management, Investment Advisory, High Net Worth..., Wealth, Retirement Planning, Portfolio Management, Investments, Estate Planning, Wealth Management..., Mutual Funds, Investment Management

Education
University of Puget Sound   1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

Brittnay Ahn Brittnay Ahn Woodland Hills, California Details
Brittnay Ahn's Whittier Trust Company Experience July 2013 - Present
Job Client Advisory Associate at Whittier Trust Company
Industry Higher Education
Experience
Whittier Trust Company   July 2013 - Present
Pomona College  January 2013 - May 2013
Pomona College  September 2011 - December 2011
Pomona College  September 2011 - December 2011
Pomona College  October 2010 - May 2011

Skills
Microsoft Office, Stata, Research, PowerPoint, Statistics, Microsoft Excel, Microsoft Word, Data Analysis, Tutoring, Qualitative Research, Facebook, Museums, Event Planning, Art History

Education
Pomona College   2009 — 2013
Bachelor's degree, Art History, Criticism and Conservation

Bryan Lynch Bryan Lynch Greater Los Angeles Area Details
Bryan Lynch's Whittier Trust Company Experience March 2014 - Present
Job Client Advisory Associate at Whittier Trust Company
Industry Financial Services
Experience
Whittier Trust Company   March 2014 - Present
Equator Financial Solutions  Account ExecutiveIndymac BankFebruary 2007 - January 2008

Skills
Business Analysis, Agile Methodologies, Project Management, SDLC, Software Project..., SQL, Cross-functional Team..., ColdFusion, Social Media, Databases, Marketing, Sales, Vendor Management, Business Intelligence, Software Development, Scrum, Social Media Marketing, Financial Analysis, Customer Service

Education
University of San Diego   2002 — 2006
English, English Language and Literature, General

Loyola High School

Mayfield Junior School

Julia McCrimlisk Julia McCrimlisk Pasadena, California Details
Julia McCrimlisk's Whittier Trust Company Experience May 2014 - June 2014
Job Global Investment Research Summer Analyst at Goldman Sachs
Industry
Experience
Goldman Sachs  June 2015 - August 2015
Whittier Trust Company   May 2014 - June 2014
Georgetown University Linguistics Department   January 2014 - April 2014
The Green Foundation   May 2013 - June 2013

Skills
Microsoft Word, Microsoft Excel, PowerPoint

Education
Georgetown University   2012 — 2016
Bachelor of Arts (B.A.), Economics, Linguistics

Westridge School for Girls   2008 — 2012

Aubrie Lorrimer Aubrie Lorrimer Greater Los Angeles Area Details
Aubrie Lorrimer's Whittier Trust Company Experience November 2010 - February 2011
Job Events Intern at Slate PR
Industry Public Relations and Communications
Experience
Slate PR  January 2013 - Present
HL Group  February 2012 - October 2012
Live Loyal PR  October 2011 - February 2012
Z Gallerie  October 2009 - September 2011
Whittier Trust Company   November 2010 - February 2011
The Recording Academy  February 2010 - June 2010

Skills
Facebook, Cision, Pinterest, Twitter, Microsoft Office, Outlook, Shipping, Data Entry, Social Media Outreach, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Magazines, Social Media

Education
Providence High School   2004 — 2008
High School Dipolma

Pasadena City College
Transfer, Marketing/Marketing Management, General

Olivia Russak Olivia Russak Greater Los Angeles Area Details
Olivia Russak's Whittier Trust Company Experience June 2012 - July 2012
Job Psychology Research Assistant
Industry Research
Experience
UCLA Health System  July 2012 - Present
UCLA Health System  June 2012 - Present
Whittier Trust Company   June 2012 - July 2012
UCLA Health System  June 2011 - August 2011
Pasadena Magazine  June 2009 - August 2009

Skills
Certified in CPR/First..., Spanish (conversational), Microsoft Excel, Microsoft Office, Adobe Indesign, Laserfiche, Public Speaking, Social Media

Education
University of Colorado at Boulder   2011 — 2015
Psychology

Polytechnic School   2007 — 2011

Robert Renken Robert Renken Los Angeles, California Details
Robert Renken's Whittier Trust Company Experience August 2013 - Present
Job Senior Vice President and Deputy General Counsel at Whittier Trust Company
Industry Law Practice
Experience
Whittier Trust Company   August 2013 - Present
Clark & Trevithick  June 2005 - August 2013
Fiduciary Trust Company  June 2003 - June 2005

Skills
Estate Planning, Real Estate Economics, Trusts, Real Estate Transactions, Corporate Tax, Estate Tax Planning

Education
Loyola Law School, Los Angeles

University of Southern California
Masters in Business Taxation

University of the Pacific

Scott Moyer Scott Moyer San Francisco Bay Area Details
Scott Moyer's Whittier Trust Company Experience November 2014 - Present
Job Investment Analyst at Whittier Trust Company
Industry Investment Management
Experience
Whittier Trust Company   November 2014 - Present
Ball Aerospace  May 2012 - July 2014
Ball Aerospace  September 2009 - May 2012
Heritage Bank  May 2004 - May 2009

Skills
Financial Analysis, Finance, Microsoft Excel, Analysis, Financial Modeling, Microsoft Office, Process Improvement, PowerPoint, Business Analysis, Customer Service, Team Building, Risk Management, Microsoft Word

Education
University of Colorado at Boulder - Leeds School of Business   2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance

University of Nebraska-Lincoln   2005 — 2009
Bachelor of Science, Accounting and Finance

Jasmine McAllister Jasmine McAllister Greater New York City Area Details
Jasmine McAllister's Whittier Trust Company Experience May 2014 - August 2014
Job Brain for Numbers, Heart for People
Industry Research
Experience
Sony Pictures Entertainment  January 2015 - May 2015
Ground Zero Performance Cafe  September 2011 - May 2015
Heal the Bay  October 2014 - December 2014
Whittier Trust Company   May 2014 - August 2014
Roll Call Records   June 2014 - July 2014
USC Academic Culture Assembly   April 2013 - May 2014
Los Angeles County Economic Development Corporation  June 2013 - August 2013
Finn Partners  June 2013 - August 2013
Center for Applied Molecular Medicine (USC)   May 2012 - May 2013
UCLA  June 2010 - August 2010

Skills
Data Analysis, Leadership, Research, Matlab, Microsoft Excel, Stata, SPSS, Marketing, Public Speaking, PowerPoint, Microsoft Office, LaTeX, R, Public Relations, Salesforce.com, International Relations, Facebook, Photoshop, Social Media, Event Planning, Social Media Marketing

Education
University of Southern California   2011 — 2015
Bachelor of Science (B.S.), Economics Mathematics

The University of Edinburgh   2013 — 2013
Natural Resource Economics

Harvard-Westlake   2005 — 2011

Whit Batchelor, CFP® Whit Batchelor, CFP® Newport Beach, California Details
Whit Batchelor, CFP®'s Whittier Trust Company Experience April 2011 - Present
Job Vice President
Industry Investment Management
Experience
Whittier Trust Company   April 2011 - Present

Skills
Investments, Wealth Management, Asset Managment, Portfolio Management, Asset Management, Hedge Funds, Asset Allocation, Alternative Investments, Financial Analysis

Education
California Lutheran University   2009 — 2011
MBA

University of Vermont   1999 — 2003
BS

Long Trail School

Kathleen Briley Kathleen Briley Greater Los Angeles Area Details
Kathleen Briley's Whittier Trust Company Experience May 1993 - Present
Job Vice President at Whittier Trust Company
Industry Financial Services
Experience
Whittier Trust Company   May 1993 - Present
San Gabriel Valley Estate Planning Council   2007 - 2010
First Interstate Bank  1985 - 1993

Education
California State University-Los Angeles   1995 — 1999
Business Administration

Ginny Sjoberg Ginny Sjoberg San Francisco Bay Area Details
Ginny Sjoberg's Whittier Trust Company Experience 1997 - Present
Job Senior Vice President, Client Advisor at Whittier Trust Company
Industry Investment Management
Experience
Whittier Trust Company   1997 - Present
Wells Fargo  June 1985 - May 1997

Education
Institute of Certified Bankers
Certified Trust and Financial Analyst, CTFA

Northwestern University
Attended National Trust School and Graduate Trust School

University of California, Berkeley
B.A.

Pegine Grayson, JD, CAP Pegine Grayson, JD, CAP Greater Los Angeles Area Details
Pegine Grayson, JD, CAP's Whittier Trust Company Experience August 2010 - Present
Job Philanthropy Advisor | Foundation Manager | Family Legacy Services
Industry Philanthropy
Experience
Whittier Trust Company   August 2010 - Present
PEG Consulting   July 2006 - August 2010
Western Center on Law & Poverty  July 2001 - June 2006
Bensinger Grayson & Ritt (now Ritt Tai Thvedt & Hodges)   January 1995 - July 2001
Hadsell & Stormer   January 1992 - January 1995
Public Counsel  January 1991 - January 1993

Skills
Foundation management, Philanthropic consulting, Board Development, Organizational..., Program Development, Family Legacy &..., Public Speaking, Nonprofit Administration, Strategic Planning, Retreat Facilitation, Retreats, Philanthropy, Program Evaluation, Workshop Facilitation, Leadership, Human Resources, Grants, Fundraising, Nonprofits, Non-profits, Non-profit..., Management, Wealth Management, Event Planning, Executive Coaching, Staff Development, Annual Giving, Conflict Resolution, Leadership Development, Proposal Writing, High Net Worth..., Stewardship, Social Entrepreneurship, Organizational..., Charities, Budgets, Strategic Communications, Program Management, Wealth Management..., Trusts, Volunteer Management

Education
The American College   2012 — 2012
Chartered Advisor in Philanthropy, Philanthropic Advising

Mediation Training: Los Angeles County Bar Association   1995 — 1995

USC Gould School of Law   1984 — 1987
JD, Law

Middlebury College   1979 — 1983
Bachelor of Arts, Sociology-Anthropology

Thomas Frank Thomas Frank San Francisco, California Details
Thomas Frank's Whittier Trust Company Experience April 2013 - Present
Job Executive Vice President, Northern California Regional Manager at Whittier Trust Company
Industry Financial Services
Experience
Whittier Trust Company   April 2013 - Present
Abbot Downing  March 2010 - March 2013
Bessemer Trust  September 1994 - March 2010
U.S. Trust Company of New York   November 1987 - August 1994

Skills
Investment Management, Wealth Management..., Wealth, Fiduciary Services, Wealth Management, Asset Allocation, Investment Advisory, Estate Planning, Asset Managment, Family Office, Investments, Portfolio Management, Retirement Planning, Alternative Investments, High Net Worth...

Education
Brooklyn Law School   1989 — 1993
JD, Law

Georgetown University   1982 — 1986
BSFS, Foreign Service

Brandon Fong Brandon Fong Daly City, California Details
Brandon Fong's Whittier Trust Company Experience December 2014 - Present
Job Client Advisory Associate at Whittier Trust Company
Industry Financial Services
Experience
Whittier Trust Company   December 2014 - Present
Whittier Trust Company   December 2013 - December 2014
Whittier Trust Company   May 2013 - December 2013
San Francisco Unified School District  January 2010 - April 2013
Office of State Health Planning and Development   August 2009 - December 2009
US Department of Transportation (DOT)   April 2009 - August 2009

Skills
Microsoft Office, Microsoft Word, Windows Server, Microsoft Excel, Windows 7, Windows Vista, Mobile Devices, Communication, Microsoft CRM, Bloomberg, FactSet, Salesforce.com

Education
California State University-Hayward   2010 — 2013
Bachelor of Science (BS), Finance, General

Sacramento City College   2007 — 2009

Grace L. Russak Grace L. Russak Greater Los Angeles Area Details
Grace L. Russak's Whittier Trust Company Experience January 1997 - August 2012
Job Senior Director, BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management  2012 - Present
Whittier Trust Company   January 1997 - August 2012
Christies  1994 - 1996
Butterfield and Butterfield   January 1992 - June 1994
Sothebys  August 1979 - February 1992

Skills
CTFA (Certified Trust &..., Alternative Investments, Trusts, Asset Managment, Public Speaking, High Net Worth..., Business Development, Wealth Management, Estate Planning, Financial Advisory, Asset Management, Equities, Wealth, Wealth Management..., Private Banking, Asset Allocation, Financial Services, Investments, Investment Advisory, Strategy, Portfolio Management, Hedge Funds, Series 7, Investment Management, Investment Strategies, Retirement Planning, Fixed Income, Trust Services, Private Equity, Philanthropy, Retirement, Mergers & Acquisitions

Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management
MBA, Strategy

Smith College
AB, History

Canon Financial Trust School
Trust and Financial

Christie's Fine Arts Course
Year Long Certification Course, London, Fine and Dec Arts

Ecole du Louvre
Art History, Paris

American University in Paris
Art History, Paris

Nick Momyer, CAIA Nick Momyer, CAIA Greater Seattle Area Details
Nick Momyer, CAIA's Whittier Trust Company Experience April 2012 - Present
Job
Industry Investment Management
Experience
Whittier Trust Company   April 2012 - Present

Education
University of Washington, Michael G. Foster School of Business   2003 — 2006
MBA, Finance

University of Puget Sound   1996 — 2000
BA, International Political Economy

Michael Casey III Michael Casey III Greater Los Angeles Area Details
Michael Casey III's Whittier Trust Company Experience June 2009 - Present
Job Assistant Vice President Investments and Real Estate
Industry Financial Services
Experience
Whittier Trust Company   June 2009 - Present
American Funds  July 2005 - July 2006
Pacific Life  August 2003 - July 2004
Cushman & Wakefield  May 2000 - August 2000
Jones Lang Wooton   May 1998 - August 1998
Jones Lang Wooton   May 1997 - August 1997

Skills
Asset Allocation, Retirement Planning, Customer Service, RFP, Investments, Equity Research, Alternative Investments, Asset Managment, Investment Strategies, Portfolio Management, Fixed Income, Equities, Mutual Funds, Investment Advisory, Wealth Management, Series 7, Finance, Asset Management, Securities

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2006 — 2008
Master of Business Administration (M.B.A.), Dispute Resolution

Saint Mary's College of California   1996 — 2001
BA, Business Administration

Maranatha High School   1994 — 1996
Diploma, GE

Stanley   1980 — 1981

Burton Valley

San Marino High School

Edwin Shih Edwin Shih Greater Los Angeles Area Details
Edwin Shih's Whittier Trust Company Experience July 2007 - June 2009
Job Analyst at Opus Bank
Industry Financial Services
Experience
Opus Bank  March 2015 - Present
Kinecta Federal Credit Union  July 2012 - Present
Johnson and Johnson  September 2011 - December 2011
Edgefort Capital   March 2011 - August 2011
Whittier Trust Company   July 2007 - June 2009
Dimensional Fund Advisors  April 2006 - June 2007
Disney Consumer Products  July 2005 - December 2005

Skills
Equity Research, Portfolio Management, Finance, Financial Modeling, Investments, Data Analysis, Hedge Funds

Education
University of California, Irvine - The Paul Merage School of Business   2010 — 2012
MBA, Finance

Pitzer College
Bachelor of Arts, Economics

Geoff Fischer, SPHR, SHRM-SCP Geoff Fischer, SPHR, SHRM-SCP Greater Los Angeles Area Details
Geoff Fischer, SPHR, SHRM-SCP's Whittier Trust Company Experience June 2012 - Present
Job Human Resources and Administration Executive
Industry Financial Services
Experience
Whittier Trust Company   June 2012 - Present
Fortace LLC  May 2009 - June 2012
Indymac Bank  May 2005 - September 2008
Countrywide  May 2002 - April 2005
Homestore  May 2000 - April 2002
Los Angeles Times  August 1997 - April 2000
Ad Dog, Inc   February 1993 - August 1997

Skills
Strategic Planning, Recruiting, Talent Acquisition, Performance Management, Executive Management, Risk Management, Vendor Management, Human Resources, Employee Relations, Mergers, Organizational..., Change Management, Team Building, Talent Management, Process Improvement, Banking, Mergers & Acquisitions, Management, Strategy, Training, Marketing, Leadership, Negotiation, Marketing Strategy

Education
University of California, Santa Barbara   1988 — 1991
B.A., English Literature

Matthew Llewellyn Matthew Llewellyn Greater Los Angeles Area Details
Matthew Llewellyn's Whittier Trust Company Experience January 2008 - July 2009
Job Investment Control Analyst at Capital Group
Industry Investment Management
Experience
Capital Group  September 2014 - Present
Capital Group, Capital Research Global Investors   July 2013 - Present
Law Offices of Dale Johnson PC   May 2012 - June 2013
Colorado Youth for a Change  March 2011 - May 2012
First Circuit Family Court of Hawaii   May 2010 - August 2010
Whittier Trust Company   January 2008 - July 2009
Express Employment Professionals  July 2007 - August 2008
Disney ABC Television Group  May 2004 - September 2004

Skills
Nonprofits, Entrepreneurship, Business Development, Contract Negotiation, Project Management, Legal Writing, Legal Research, Legislative Policy, Policy Analysis, Strategy, Investment Management, Spanish, Government, Research, Public Speaking

Education
University of Colorado School of Law   2009 — 2012
Doctor of Law (JD), Family law, arbitration and civil litigation

Pepperdine University   2003 — 2007
Bachelor of Arts, 3.89 Major GPA

Dawn Towle Dawn Towle Greater New York City Area Details
Dawn Towle's Whittier Trust Company Experience 1998 - 2006
Job Manager at REA Partners In Transition
Industry Individual & Family Services
Experience
REA - Ricklin-Echikson Associates, Inc.   April 2012 - Present
Whittier Trust Company   1998 - 2006
Asahi Bank  1994 - 1997

Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management
Master of Business Administration (MBA), Finance, General

Rutgers University
Bachelor of Arts (B.A.), Economics

Liam J. McGuinness, CPA, CFA Liam J. McGuinness, CPA, CFA Greater Los Angeles Area Details
Liam J. McGuinness, CPA, CFA's Whittier Trust Company Experience March 2015 - Present
Job Chief Financial Officer at Whittier Trust Company
Industry Financial Services
Experience
Whittier Trust Company   March 2015 - Present
Oaktree Capital Management  September 2012 - March 2015
Western Asset Management  August 2008 - September 2012
Indymac Bank  August 2006 - August 2008
Indymac Bank  January 2006 - August 2006
Indymac Bank  November 2002 - December 2005
Deloitte & Touche, LLP   September 1999 - November 2002

Skills
Microsoft Excel, Microsoft Access, Crystal Reports, SQL, PowerPoint, Cognos EP, Cognos BI, Bloomberg, Coda, Microsoft Word

Education
Bucknell University   1995 — 1999
BSBA, Accounting

Danny Schenker Danny Schenker Reno, Nevada Details
Danny Schenker's Whittier Trust Company Experience May 2015 - Present
Job Intern at Whittier Trust Company
Industry Financial Services
Experience
Whittier Trust Company   May 2015 - Present
BJ's Restaurants, Inc.   April 2012 - April 2015

Skills
Microsoft Office, Project Management, Microsoft Excel, Continuous Improvement, Customer Service, Regression Analysis, Financial Modeling, Financial Services, Economics, Management, Customer Satisfaction, Leadership, Time Management, Access, Analysis, PowerPoint, Social Media

Education
University of Nevada-Reno   2011 — 2015
Bachelor's Degree, Economics and Finance, Senior

Jeanne Assael Goussev Jeanne Assael Goussev Greater Seattle Area Details
Jeanne Assael Goussev's Whittier Trust Company Experience March 2009 - August 2013
Job Managing Director, Client Service at Threshold Group
Industry Financial Services
Experience
Threshold Group  September 2013 - Present
Leave10   February 2012 - Present
Washington Planned Giving Council   May 2012 - January 2015
East King County Estate Planning Council   August 2010 - August 2014
Childhaven  November 2009 - January 2014
Whittier Trust Company   March 2009 - August 2013
US Trust, Bank of America Private Wealth Management  May 1999 - March 2009

Skills
Estate Planning, Wealth Management, Trusts, High Net Worth..., Wealth, Investments, Estate Tax Planning, Nonprofits, Charities, Non-profit Leadership, Financial Advisory, Wealth Management..., Financial Planners, Investment Management, Asset Allocation, Investment Advisory, Alternative Investments, Retirement Planning, Investment Strategies, Asset Management, Philanthropy, Insurance, Trust Services, Estate Law, Retirement, Securities, Mutual Funds, Financial Planning

Education
Suffolk University Law School   2002 — 2006
JD, Law

Bowdoin College   1995 — 1999
BA, Government, Environmental Studies, French

Farmington High School   1991 — 1995

Ilian Roudev Ilian Roudev Greater Los Angeles Area Details
Ilian Roudev's Whittier Trust Company Experience June 2014 - August 2014
Job Financial Analyst at Marvel Studios | USC Marshall Alumnus
Industry Entertainment
Experience
Marvel Entertainment  December 2014 - Present
Whittier Trust Company   June 2014 - August 2014
University of Southern California  August 2012 - May 2014
Northwestern Mutual  May 2013 - April 2014
El Camino College  August 2011 - August 2012
Yogurtland  August 2011 - April 2012

Skills
Leadership, Customer Service, Teamwork, Sales, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Data Analysis, Market Research, Financial Analysis, Information Technology, Bilingual, Public Speaking, Social Networking, Interpersonal..., Social Media, Goal Oriented, Critical Thinking, Research, Equity Research, Bloomberg Terminal, FactSet

Education
University of Southern California - Marshall School of Business   2012 — 2014
Bachelor's Degree, Business Administration, 3.33

El Camino College   2010 — 2012
Associate's Degree, Economics, Business Admnistration, 3.75

San Pedro High School   2006 — 2010

Jill Marucut Jill Marucut Los Angeles, California Details
Jill Marucut's Whittier Trust Company Experience November 2012 - February 2013
Job Organizer at SEIU Local 1000
Industry Political Organization
Experience
SEIU Local 1000  December 2014 - Present
Directors Guild of America  June 2014 - August 2014
UCLA Center for Labor Research and Education  January 2014 - May 2014
Russ Reid Company  June 2013 - August 2013
Whittier Trust Company   November 2012 - February 2013
Brainworks Tutoring Center   April 2012 - January 2013
Obama for America  August 2012 - November 2012
Visual Communications  June 2012 - August 2012
Pasadena Courthouse   September 2011 - December 2011
NPP   January 2011 - August 2011

Skills
Politics, Microsoft Excel, Laserfiche, PowerPoint, FileMaker, Campaign Managment, Microsoft Office, Public Speaking, Self-management, Grant Writing, Votebuilder, Writing, Office Administration, Academic Tutoring, Teaching, Team Leadership, Marketing, Teleservices, Community Organizing, Political Science, Research, Event Planning, Community Outreach, Social Media

Education
Occidental College   2010 — 2014
Bachelor of Arts, Politics

Flintridge Preparatory School   2006 — 2010
High School Diploma

Incarnation

Patricia Siler Patricia Siler Reno, Nevada Details
Patricia Siler's Whittier Trust Company Experience November 1999 - June 2014
Job Sr. Accountant at TriNet
Industry Human Resources
Experience
TriNet  June 2014 - Present
Whittier Trust Company   November 1999 - June 2014
University of Nevada Reno & Truckee Meadows Community College   2001 - 2004
Barnard Vogler & Co.   1995 - 1999
Caesars World - Caesars Tahoe   1991 - 1995
Rockwell International - Semiconductor Products Division   1981 - 1990

Skills
Tax Research, High Net Worth..., Trusts, Estate Planning, Tax Accounting, Analytic Problem Solving, Financial Analysis, Investments, Wealth Management, Equities, Financial Modeling, Fixed Income, Tax Law, Corporate Tax, Tax, Cost Accounting, Internal Audit

Education
Golden Gate University   2000 — 2007
Master's Degree, Masters of Science in Taxation

University of Nevada-Reno   1993 — 1998
Master of Business Administration (M.B.A.)

California State University-Fullerton   1976 — 1981
Bachelor's Degree, Accounting

Dara Beirne Dara Beirne San Francisco Bay Area Details
Dara Beirne's Whittier Trust Company Experience November 2012 - Present
Job Assistant Vice President at Whittier Trust Company
Industry Financial Services
Experience
Whittier Trust Company   November 2012 - Present
Bessemer Trust  August 2010 - November 2012
Fairmont Hotels and Resorts  November 2007 - August 2010

Skills
Management, Leadership, Sales, Asset Management, Alternative Investments, Equities, Financial Modeling, Investments, Front Office, Hospitality Industry, Microsoft Excel, Strategic Planning, Financial Analysis, Event Management, Hotels

Education
University of California, Berkeley, Haas School of Business   2013 — 2016
Master of Business Administration (MBA)

Boston College   2003 — 2007
BAs, History and Communication, Magna Cum Laude

The Branson School   1999 — 2003

Peter Brunton, CFA Peter Brunton, CFA San Francisco Bay Area Details
Peter Brunton, CFA's Whittier Trust Company Experience January 2010 - June 2014
Job Vice President, Senior Portfolio Manager at U.S. Bank
Industry Financial Services
Experience
U.S. Bank   June 2014 - Present
Whittier Trust Company   January 2010 - June 2014
Whittier Trust Company   October 2007 - January 2010

Skills
Global Tactical Asset..., Portfolio Management, Investments, Financial Analysis, Equities, Fixed Income, Alternative Investments, Relationship Management, New Business Development, Prospect Research, Presentation Development, Sales Presentations, Consulting, Product Development

Education
San Francisco State University, College of Business   2005 — 2009
Master of Business Administration (MBA), Finance, General

University of California, Santa Barbara   1998 — 2002
Bachelor's degree, History

Del mar high

Del mar high

Frances Hutton Frances Hutton Greater Los Angeles Area Details
Frances Hutton's Whittier Trust Company Experience November 2011 - Present
Job Investment Analyst at Whittier Trust Company
Industry Financial Services
Experience
Whittier Trust Company   November 2011 - Present
Hardesty Capital Management  May 2011 - August 2011
MTB Investment Advisors  2010 - 2010

Education
Occidental College   2008 — 2012
Bachelor of Arts (B.A.), Economics

Sean Kraus Sean Kraus Greater Los Angeles Area Details
Sean Kraus's Whittier Trust Company Experience August 2014 - Present
Job Senior Vice President, Portfolio Manager at Whittier Trust Company
Industry Investment Management
Experience
Whittier Trust Company   August 2014 - Present
Credit Suisse  May 2012 - August 2014
CitizensTrust   June 2009 - May 2012
Provident Investment Counsel  May 2000 - December 2008
Lehman Brothers Inc.  June 1997 - September 1999

Skills
Portfolio Management, Fixed Income, Equities, Asset Allocation, Wealth Management, Macroeconomics, Investments, Hedge Funds, Financial Modeling, Alternative Investments, Investment Strategies, Asset Managment, Valuation, Private Equity, Mutual Funds, Asset Management, Bloomberg, Equity Research, Financial Risk, Strategy

Education
Northwestern University - Kellogg School of Management   1995 — 1997
MBA, Finance, Accounting & Marketing

Emory University School of Law   1986 — 1989
J.D., Law

The Johns Hopkins University   1982 — 1986
B.A., International Studies

Molly Beigelman Molly Beigelman Los Angeles, California Details
Molly Beigelman's Whittier Trust Company Experience December 2014 - Present
Job Program Manager: Rock Your World at Creative Visions Foundation
Industry Primary/Secondary Education
Experience
Creative Visions Foundation  July 2015 - Present
Whittier Trust Company   December 2014 - Present
LC English Tutoring   November 2013 - February 2014
City Year  July 2012 - June 2013
MTV Networks  February 2012 - July 2012
Students Live Broadway Education Program   May 2011 - August 2011
University of Miami Hillel  August 2009 - August 2010
Beigelman, Feiner and Feldman Attorneys at Law   June 2008 - August 2010

Skills
Microsoft Office, PowerPoint, Microsoft Word, Social Media, Spanish, Brazilian Portuguese, Teaching English as a..., Non-profit Leadership, Teaching, Fundraising, Corporate Social..., Event Planning, Facebook, Data Entry, Community Outreach

Education
University of Miami   2008 — 2012
Bachelor of Arts (B.A.), International Studies

University of Sevilla   2011 — 2011
Spanish

Poly Prep Country Day School   2002 — 2008

Brian G. Bissell, CTFA Brian G. Bissell, CTFA Newport Beach, California Details
Brian G. Bissell, CTFA's Whittier Trust Company Experience March 2012 - Present
Job MBA
Industry Financial Services
Experience
Whittier Trust Company   March 2012 - Present
USC Marshall School of Business  August 2010 - May 2013
North Sails Marketing   September 2003 - September 2005
Pacific Life Insurance Company  June 2000 - September 2000

Skills
Marketing Strategy, Market Research, Marketing, Sales, Project Management, Program Evaluation, Financial Analysis, Strategic Planning, Customer Service, Financial Modeling, Microsoft Office, PowerPoint, Investments

Education
Cannon Financial Institute   2013 — 2015
Certified Trust and Financial Advisor (CTFA)

University of Southern California - Marshall School of Business   2010 — 2013
Master, Business Administration

Georgetown University - The McDonough School of Business   1998 — 2002
Bachelor of Science (BS), Business Administration

Elizabeth Tegley Curtis Elizabeth Tegley Curtis Greater Los Angeles Area Details
Elizabeth Tegley Curtis's Whittier Trust Company Experience September 2004 - January 2007
Job Director of Development at Heart of Los Angeles (HOLA)
Industry Nonprofit Organization Management
Experience
Heart of Los Angeles (HOLA)   November 2010 - Present
Curtis Foundation Services   April 2007 - Present
Art Center College of Design  January 2008 - June 2010
Junior League of Los Angeles  January 2007 - May 2008
Whittier Trust Company   September 2004 - January 2007
First 5 LA  November 2002 - September 2004
Cure Autism Now research foundation   June 2000 - June 2002
W.M. Keck Foundation   August 1995 - June 2000

Education
University of California, Riverside
B.A., Liberal Studies

Madeleine Russak Madeleine Russak Pasadena, California Details
Madeleine Russak's Whittier Trust Company Experience May 2011 - August 2011
Job Deputy Press Secretary at Office of U.S Senator Mark Warner
Industry Political Organization
Experience
Office of U.S Senator Mark Warner   June 2015 - Present
Office of U.S. Senator Mark Warner   February 2014 - Present
United States Senate  December 2013 - February 2014
U.S. Department of Commerce   September 2013 - November 2013
Berger Hirschberg Strategies, LLC  August 2013 - August 2013
Berger Hirschberg Strategies, LLC  April 2013 - July 2013
Freedman Consulting, LLC  January 2013 - May 2013
NBC News  June 2012 - August 2012
Bet Tzedek Legal Services  January 2012 - May 2012
Whittier Trust Company   May 2011 - August 2011

Skills
spanish (conversational), Microsoft Office, Microsoft Excel, Photoshop, iMovie, Dalet, Social Networking, NGP, Lexis Nexis, Fundraising, Lexis

Education
University of Southern California   2011 — 2013
Bachelor's Degree, Political Science, Cum Laude

University of Arizona   2009 — 2011

The George Washington University

Michael Vranizan Michael Vranizan Greater Seattle Area Details
Michael Vranizan's Whittier Trust Company Experience September 1997 - October 2009
Job President & Founder
Industry Financial Services
Experience
Vranizan & Associates   November 2009 - Present
Whittier Trust Company   September 1997 - October 2009
The Trust Company of Washington   January 1992 - September 1997
Bank of California  September 1985 - January 1992

Skills
Wealth Management, Estate Planning, Investments, Portfolio Management, Asset Managment, Asset Allocation, Equities, Retirement Planning, Financial Analysis, Fixed Income, Strategic Financial..., Securities, Alternative Investments, Investment Advisory, Private Equity, Banking, High Net Worth..., Loans, Investment Management, Trust Services, Wealth, Trusts, Asset Management, Strategic Planning, Investment Strategies, Wealth Management..., Financial Services, Financial Advisory, Private Banking, Retirement, Hedge Funds, Financial Planning

Education
Seattle University School of Law   1986 — 1990
JD

Central Catholic High School

University of Oregon
BS, Finance-Investments

Isabel Bautista Isabel Bautista Greater Los Angeles Area Details
Isabel Bautista's Whittier Trust Company Experience 1990 - 1991
Job Executive Assistant at Western Asset Management
Industry Investment Management
Experience
Western Asset Management  August 2005 - Present
Engemann Asset Management  April 2000 - July 2005
Van Deventer & Hoch   April 1999 - March 2000
American Diversified, Inc.   1994 - April 1999
Smith Barney Shearson, Inc.   November 1993 - March 1994
Huntington Advisors, Inc.   September 1991 - November 1993
Whittier Trust Company   1990 - 1991
Whittier Trust Company   1990 - 1991

Education
Pasadena City College

Daylene Hendricks Daylene Hendricks Reno, Nevada Area Details
Daylene Hendricks's Whittier Trust Company Experience 2006 - Present
Job VP/Client Advisor at Whittier Trust Company of NV
Industry Financial Services
Experience
Whittier Trust Company of NV   October 2006 - Present
Whittier Trust Company   2006 - Present
Nevada State Bank  August 1994 - October 2006

Skills
Public Speaking, Portfolio Management, Asset Allocation, Wealth Management, Asset Management, High Net Worth..., Investments, Investment Strategies, Alternative Investments, Fixed Income, Executive Management, Financial Analysis, Equities, Investment Management, Retirement Planning, Hedge Funds, Financial Advisory, Estate Planning, Private Equity, Risk Management, Banking

Education
University of Nevada-Reno   1976 — 1978
General/Accounting

Stephen A. Smith Stephen A. Smith Raleigh-Durham, North Carolina Area Details
Stephen A. Smith's Whittier Trust Company Experience March 2001 - October 2012
Job Investment Consultant
Industry Investment Management
Experience
Private Consulting Business  January 2012 - Present
Whittier Trust Company   March 2001 - October 2012
David L. Babson   August 1999 - March 2000
JP Morgan  April 1997 - March 1999
Standish, Ayer and Wood  August 1993 - March 1997
Cambridge Associates  January 1986 - August 1993

Skills
Alternative Investments, Asset Allocation, Hedge Funds, Equities, Asset Management, Portfolio Management, Investments, Investment Strategies, Investment Advisory, Wealth Management, Banking, Strategic Financial..., Financial Modeling, Private Equity, High Net Worth..., Investment Management, Equity Research, Financial Advisory, Fixed Income, Wealth Management..., Series 7, Fund Of Funds, Wealth, Bloomberg, Mutual Funds, Investment Banking, Emerging Markets, Institutional..., Bonds, Global Macro, Securities, Family Office, Estate Planning, ETFs, Financial Markets

Education
The University of Chicago Booth School of Business   1971 — 1974
MBA, Economics, Statistics

Harvard University   1967 — 1971
BA, Economics

Kimberly Frasca-Delaney Kimberly Frasca-Delaney Greater Los Angeles Area Details
Kimberly Frasca-Delaney's Whittier Trust Company Experience October 2014 - Present
Job Vice President Client Advisor at Whittier Trust Company
Industry Financial Services
Experience
Whittier Trust Company   October 2014 - Present

Skills
Estate Planning, Trusts, Wills, Prenuptial Agreements, Business Planning, Transactional Law, Powers of Attorney, Personal Trust..., Trusted Advisor, Family Law

Education
Southwestern University School of Law   1997 — 2000
JD, Law

Providence College   1991 — 1995
BA, English/Business Studies

Hamid Zaidi Hamid Zaidi Greater Los Angeles Area Details
Hamid Zaidi's Whittier Trust Company Experience March 2005 - January 2009
Job SMD/Partner at HHM Capital
Industry Financial Services
Experience
HHM Capital   January 2009 - Present
Whittier Trust Company   March 2005 - January 2009
Citigroup Asset Management  September 2003 - March 2005
Citigroup Asset Management  August 2002 - September 2003
Citigroup Asset Management  September 1999 - August 2002
Nestle Waters  April 1990 - September 1999

Skills
Equities, Investment Management, Forecasting, Management, Sales, Mutual Funds, Financial Modeling, Investments, Mergers & Acquisitions, Portfolio Management, Equity Research, Start-ups, Financial Structuring, Analysis, Financial Analysis, Bonds, Hedge Funds, Bloomberg, Product Management, Private Equity, Asset Management, Investment Banking, Fixed Income, Alternative Investments

Education
Fordham Gabelli School of Business
MBA, Finance

Lehigh University   1985 — 1990
BS, Industrial Engineering

St. Mary's International School   1976 — 1985

Rebecca Menhall Duguid Rebecca Menhall Duguid Greater Los Angeles Area Details
Rebecca Menhall Duguid's Whittier Trust Company Experience September 2003 - Present
Job Vice President at Whittier Trust Company
Industry Financial Services
Experience
Whittier Trust Company   September 2003 - Present

Education
Lynchburg College   1990 — 1994

Lynchburg College   1990 — 1994

Eric Derrington, CFA Eric Derrington, CFA Greater Los Angeles Area Details
Eric Derrington, CFA's Whittier Trust Company Experience January 2006 - Present
Job Senior Portfolio Manager
Industry Investment Management
Experience
Whittier Trust Company   January 2006 - Present

Education
Hillsdale College

Teague Sanders Teague Sanders Greater Los Angeles Area Details
Teague Sanders's Whittier Trust Company Experience April 2012 - Present
Job Senior Vice President Portfolio Manager
Industry Investment Management
Experience
Whittier Trust Company   April 2012 - Present
Citi  June 2008 - April 2012
Bessemer Trust  April 2003 - July 2006

Skills
Investments, Fixed Income, Equity Research, Portfolio Management, Asset Managment, Asset Management, Financial Modeling, Hedge Funds

Education
Columbia University - Columbia Business School   2006 — 2008
Master of Business Administration (MBA)

University of Arizona   1997 — 2001
BSBA, Finance and Marketing

Paul Smolich Paul Smolich Greater Los Angeles Area Details
Paul Smolich's Whittier Trust Company Experience February 1989 - Present
Job Executive Vice President Human Resources at Whittier Trust Company
Industry Financial Services
Experience
Whittier Trust Company   February 1989 - Present
Goffman Building Services   October 1986 - January 1989
Softsel Computer Products   April 1984 - August 1986
Cybertek Computer Products   September 1977 - April 1984
Bank of America  June 1970 - September 1977

Education
California State University-Northridge   1968 — 1970
BS, Accounting & Finance

John Burroughs High School   1963 — 1965

Tom Doud Tom Doud Greater Los Angeles Area Details
Tom Doud's Whittier Trust Company Experience September 2014 - Present
Job Senior Vice President, Client Advisor at Whittier Trust Company
Industry Investment Management
Experience
Whittier Trust Company   September 2014 - Present
Crowell, Weedon & Co.   May 1996 - August 2014
San Gabriel Valley Habitat for Humanity  2004 - January 2012

Skills
Fundraising, Investments, Social Media, Equities, Public Speaking, Wealth Management, Public Relations, Asset Management, Venture Capital, Strategic Planning, Valuation, Event Planning, Private Equity, Marketing, Portfolio Management, Series 7, Asset Managment, Nonprofits, Securities, Customer Service, New Venture Development, Due Diligence, Capital, Alternative Investments, Start-up Ventures, Investment Strategies, Research, Tax

Education
California Polytechnic State University-San Luis Obispo

Loyola High School

Dawn Robinson Dawn Robinson Greater Los Angeles Area Details
Dawn Robinson's Whittier Trust Company Experience July 2007 - Present
Job Executive Assistant at Whittier Trust Company
Industry Financial Services
Experience
Whittier Trust Company   July 2007 - Present
Ajilon  June 2005 - June 2007

Skills
Public Speaking, Marketing Strategy, Investments, Staffing Services, Event Planning, Strategic Planning, Asset Management, Business Development, Leadership, Budgets, Marketing, Financial Analysis, Fundraising, Social Networking, Nonprofits, Sales, Strategy, Social Media Marketing, Human Resources, New Business Development, Social Media, Management, Organizational..., Project Management, Microsoft Excel, Program Management, PowerPoint, Customer Service, Training, Entrepreneurship, Research, Microsoft Office, Leadership Development, Market Research, Recruiting

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2009 — 2012
Master of Business Administration (M.B.A.)

Texas A&M University   1987 — 1992
Bachelors, Speech Communications

Noreen Jenkins Noreen Jenkins Greater Los Angeles Area Details
Noreen Jenkins's Whittier Trust Company Experience April 2013 - Present
Job Office Support Assistant at Whittier Trust Company
Industry Aviation & Aerospace
Experience
Whittier Trust Company   April 2013 - Present
Ameriflight  August 2011 - April 2013
California Credits Group  August 2011 - November 2011
Glendale Community College  2010 - 2010
Alameda Writers Group   2006 - 2010

Skills
Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Access, imovie, Editing, Film, Leadership, Leadership Development, Public Speaking, Research, Team Building

Education
University of Southern California   2002 — 2005
BA, Cinema Television

University of Illinois at Urbana-Champaign   2000 — 2002

Erik Orbach Erik Orbach Greater Los Angeles Area Details
Erik Orbach's Whittier Trust Company Experience September 2014 - Present
Job Client Advisory at Whittier Trust Company
Industry Financial Services
Experience
Whittier Trust Company   September 2014 - Present
Junior Achievement of Southern California  November 2007 - September 2014
Deloitte Tax, LLP  September 2004 - October 2007
E! Networks  March 2004 - June 2004
Bank of America  May 2003 - August 2003

Skills
Strategy, Financial Analysis

Education
University of California, Los Angeles   2001 — 2004
BA, Business-Economics

Rosa Reddington Rosa Reddington Los Angeles, California Details
Rosa Reddington's Whittier Trust Company Experience 2007 - 2009
Job Trust Officer at Reliance Trust Company
Industry Financial Services
Experience
Reliance Trust Company  June 2013 - Present
Citibank  September 2009 - June 2013
Whittier Trust Company   2007 - 2009
City National Bank  1999 - 2007
Wescom Credit Union  1993 - 1997

Skills
Wealth Management, Mutual Funds, Financial Services, Banking, Financial Analysis, Strategic Financial..., Financial Modeling, Equities, Capital Markets, Fixed Income, Portfolio Management, PowerPoint, Securities, Investments, Asset Management, Financial Advisory, Investment Banking, Asset Allocation, Investment Advisory, Series 7, Alternative Investments, Bonds, Investment Management, Bloomberg, Wealth Management..., Private Equity, Investment Strategies, Retirement Planning, Financial Planning

Education
University of California, Los Angeles   1996 — 1998
B.A., Political Science

William Crist William Crist Greater Chicago Area Details
William Crist's Whittier Trust Company Experience November 2007 - January 2009
Job Director Investor Relations at OCA Ventures
Industry Real Estate
Experience
OCA Ventures  July 2015 - Present
Murphy-O'Brien, LLC   May 2015 - Present
Calamos Investments  June 2012 - February 2015
Alchemy Copyrights/Bicycle Music   March 2010 - December 2011
Whittier Trust Company   November 2007 - January 2009
GSC Group  April 2006 - November 2007
Oaktree Capital Management  February 2001 - April 2006
Legg Mason  June 1999 - February 2001
Alex. Brown & Sons   January 1991 - June 1999
Wheat Investment Advisors   July 1987 - February 1991

Skills
Financial Services, Portfolio Management, Financial Analysis, Hedge Funds, Investment Banking, Investment Management, Private Equity, Management, Alternative Investments, Investments, Investment Advisory, Asset Management, High Net Worth..., Asset Managment, Family Office, Marketing, New Business Development

Education
Miami University   1980 — 1981
MBA, Accountancy

Westminster College (PA)   1975 — 1979
BA Bus. Admin., Accounting

Paul Cantor Paul Cantor Greater Seattle Area Details
Paul Cantor's Whittier Trust Company Experience March 2010 - Present
Job Regional Manager, Whittier Trust Company
Industry Financial Services
Experience
Whittier Trust Company   March 2010 - Present
Bank of America  June 2005 - March 2010
U.S. Trust   June 2005 - March 2010
Union Bank  September 2002 - 2005
ING/Northern Life   September 1995 - September 2002
Ryan, Swanson & Cleveland, PLLC   1991 - 1995

Skills
Asset Allocation, Wealth Management, High Net Worth..., Asset Managment, Investment Advisory, Estate Planning, Private Banking, Investment Management, Investments, Series 7, Wealth Management..., Alternative Investments, Portfolio Management, Asset Management, Equities, Fixed Income, Wealth, Retirement, Financial Advisory, Securities, Retirement Planning, Trust Services, Hedge Funds, Investment Strategies, Trusts, Strategic Financial..., Trusteeship, Financial Planning

Education
University of Washington School of Law   1988 — 1991
JD, Law

Oberlin College   1974 — 1978
B.A., English; Psychology

Chestnut Hill Academy

Peter Zarifes Peter Zarifes Greater Los Angeles Area Details
Peter Zarifes's Whittier Trust Company Experience 2011 - Present
Job Managing Director at Whittier Trust Co.
Industry Investment Management
Experience
Whittier Trust Company   2011 - Present
Bessemer Trust  1999 - 2011
Desmond, Marcello & Amster   1990 - 1999

Skills
Asset Management, Portfolio Management, Wealth Management, Investments, Private Equity, Business Valuation, Asset Managment, Alternative Investments, Start-ups, Equities, Business Strategy, Business Development, Asset Allocation, Investment Management, High Net Worth..., Hedge Funds, Investment Advisory, Venture Capital

Education
Harvard Business School   1988 — 1990
MBA, General Management, Finance

Claremont McKenna College   1982 — 1985
BA, Economics

Dyana Stewart, CTFA Dyana Stewart, CTFA Greater Los Angeles Area Details
Dyana Stewart, CTFA's Whittier Trust Company Experience January 2007 - Present
Job
Industry Financial Services
Experience
Whittier Trust Company   January 2007 - Present

Skills
Financial Analysis, Investments, Portfolio Management

Education
Pepperdine University   1996 — 2000
Bachelor's Degree

La Salle High School   1992 — 1996

Cannon Financial Institute
Personal Trust

Jake Saroyan Jake Saroyan Hermosa Beach, California Details
Jake Saroyan's Whittier Trust Company Experience September 2013 - Present
Job Investment Analyst at Whittier Trust Company
Industry Investment Management
Experience
Whittier Trust Company   September 2013 - Present
PIMCO  June 2011 - September 2013
Saroyan Lumber Company   January 2010 - June 2011

Skills
Fixed Income, Equities, Asset Management, Investments, Capital Markets, Portfolio Management, Corporate Finance, Financial Analysis, Valuation, Microsoft Excel

Education
University of Southern California   2005 — 2010
BS, Business Administration and Management, Finance