Experience

WE Trust Company

• United States
• Individual and Family Services
• 1 - 100 Employee

• Chief Executive Officer

  • Feb 2006 - Present

  Greater Seattle Area WE Trust Company is a firm of professional fiduciaries with experience in Daily Money Management, Trust Administration, Estate Plan Execution and Executors-for-Hire. Financial Advocacy Services: Paying bills and organizing the office of an individual or family member • for clients whose circumstances require assistance from a trusted source • personal book keeping/daily money management/home office administration Family Office Services: For clients whose… Show more WE Trust Company is a firm of professional fiduciaries with experience in Daily Money Management, Trust Administration, Estate Plan Execution and Executors-for-Hire. Financial Advocacy Services: Paying bills and organizing the office of an individual or family member • for clients whose circumstances require assistance from a trusted source • personal book keeping/daily money management/home office administration Family Office Services: For clients whose circumstances make assistance from a trusted source possible • Family office administration, record keeping, event and travel planning • Researching and securing resources for home projects, property management • Startup business administrative support Estate Plan Execution • AIF: Attorney-In-Fact in Durable Powers of Attorney (DPOA). Named to be an agent in business dealings in the event a person is unable to act on their own behalf. This includes some limited property management. • PR: Personal Representative: named in a Will to be the Executor of an Estate and guide it through probate. We also assist PR's and are court appointed to be Administrator. • Trustee: As an independent Trustee, we are responsible for the administration of a Trust set up for beneficiaries. We assume the responsibilities of managing the Trust, but we do not manage funds. Show less



Ware & Associates

• Contractor

  • Oct 2003 - Feb 2006

  Greater Seattle Area Worked one-on-one with clients to assist with bill paying, reconciling accounts, interacting with vendors and keeping financial records in order



Back on Track Professional Organizing Services LLC

• Owner

  • Jan 2001 - Oct 2003

  Greater Seattle Area Worked one-on-one with clients in homes and offices to help implement organizing systems



Stickney, Murphy, Romine Architects

• Office Manager

  • Aug 1998 - Jan 2001

  Greater Seattle Area Managed an office of 13 architects Responsible for all accounts payable and receivable Oversaw all office operations



Hostelling International

• Executive Director, Washington State

  • Nov 1992 - May 1995

  Greater Seattle Area Managed the day-to-day operations of a state-wide non-profit organization dedicated to peace and world understanding through travel Supervised a staff of 10 at five youth hostels throughout Washington State Developed volunteer programs related to our mission Provided support to the Board of Directors Created and managed budgets for the organization