Experience

Montecito Bank & Trust

• United States
• Banking
• 100 - 200 Employee

• Trust Officer

  • Jun 2019 - Jul 2021

  Montecito, CA -Acting for Montecito Bank & Trust as trustee for large and small trusts as well as executor services -Manage estate and trust assets including investment portfolio, residential and commercial real estate and centering on building strong client relationships -Responsible for investigating, locating, protecting and value assets -Oversee compliance of tax issues and distribution of property per will or trust documents -Network with local CPA’s, attorney’s… Show more -Acting for Montecito Bank & Trust as trustee for large and small trusts as well as executor services -Manage estate and trust assets including investment portfolio, residential and commercial real estate and centering on building strong client relationships -Responsible for investigating, locating, protecting and value assets -Oversee compliance of tax issues and distribution of property per will or trust documents -Network with local CPA’s, attorney’s, non-profits’s, and outside industry groups to identify possible future relationships Show less



Marin County

• Deputy Public Administrator II

  • Jul 2015 - Jun 2019

  San Rafael, CA • Settle large and small estates under the California Probate code • Sell estate personal property using multiple platforms to ensure the estate value is being maximized • Management of multiple large estates with real property in different phases of improvement in preparation of being sold • Supervise supporting employees and their assigned duties • Provide superior customer services to any family, friend or business of a decedent that may need our help with an estate or… Show more • Settle large and small estates under the California Probate code • Sell estate personal property using multiple platforms to ensure the estate value is being maximized • Management of multiple large estates with real property in different phases of improvement in preparation of being sold • Supervise supporting employees and their assigned duties • Provide superior customer services to any family, friend or business of a decedent that may need our help with an estate or answer questions • Manage up to $7,000,000 in estate assets Show less



Marin County Public Administrators Office, Department of Finance

• Deputy Public Administrator II

  • Jul 2015 - Jun 2019



County of Ventura

• Government Administration
• 700 & Above Employee

• Deputy Public Administrator

  • Apr 2012 - Jul 2015

  Ventura, CA Tracking and managing estate assets in excess of $1.5 million • Handling legal correspondence with Ventura County Superior Courts on all estates in probate • Fostering and maintaining prosperous business relationships with companies and individuals who provide services to our department • Applied use of different methods and investigative tools to locate property, financial accounts, and family members • Use ethical fiduciary principles when administering each estate • Arranging… Show more Tracking and managing estate assets in excess of $1.5 million • Handling legal correspondence with Ventura County Superior Courts on all estates in probate • Fostering and maintaining prosperous business relationships with companies and individuals who provide services to our department • Applied use of different methods and investigative tools to locate property, financial accounts, and family members • Use ethical fiduciary principles when administering each estate • Arranging for the payment of debts, sale of personal and real property, and distribution of assets • Protecting the use of the county assets to arrange cremation of deceased individuals. Show less



Hertz Local Edition

• United Kingdom
• Advertising Services
• 400 - 500 Employee

• Management Trainee

  • Jun 2008 - Dec 2009

  Thousand Oaks, CA • Use of sales and marketing techniques to expand growth and development for Hertz by going to relevant businesses and acquiring new customers • Developing the business internally by using innovations and monitoring its success quantifiably • Manage revenue growth through daily sales goals and working with team members to brainstorm strategies • Supervise and control fleet allocation to ensure efficient use of vehicles and locations • Analyze daily financial reports to adjust… Show more • Use of sales and marketing techniques to expand growth and development for Hertz by going to relevant businesses and acquiring new customers • Developing the business internally by using innovations and monitoring its success quantifiably • Manage revenue growth through daily sales goals and working with team members to brainstorm strategies • Supervise and control fleet allocation to ensure efficient use of vehicles and locations • Analyze daily financial reports to adjust revenue strategies appropriately that impact the bottom line Show less