Whittier Trust Company
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Whittier Trust Company September 2003 - Present
Education
Lynchburg College 1990 — 1994
Lynchburg College 1990 — 1994
Whittier Trust Company January 2006 - Present
Education
Hillsdale College
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
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
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
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
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
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
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
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
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
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
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
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