Search

Katherine Szem Phones & Addresses

  • Lahaina, HI
  • 30241 Marbella, San Juan Capo, CA 92675 (949) 248-1456 (949) 487-1874 (949) 487-4826
  • San Juan Capistrano, CA
  • Kailua, HI
  • 230 Dolphin Cove Ct, Del Mar, CA 92014 (858) 792-3705
  • 30241 Marbella Vis, San Juan Capo, CA 92675 (909) 820-4510

Work

Company: Matrix fiduciary services Nov 2010 Position: Professional private fiduciary

Education

Degree: MS Taxation School / High School: Seton Hall University 1983 to 1985 Specialities: Taxation

Ranks

Certificate: Certified Public Accountant Number: License 34040 Organization: California

Emails

k***m@arthuranderson.com

Industries

Financial Services

Professional Records

License Records

Katherine O Szem

Address:
Lahaina, HI
License #:
20CC01217400 - Active
Category:
Accountancy
Issued Date:
Jan 8, 1983
Expiration Date:
Dec 31, 2017
Type:
Certified Public Accountant

Katherine O Szem

Address:
Lahaina, HI
License #:
20CC01217400 - Active
Category:
Accountancy
Issued Date:
Jan 8, 1983
Expiration Date:
Dec 31, 2017
Type:
Certified Public Accountant

Resumes

Resumes

Katherine Szem Photo 1

Private Professional Fiduciary At Matrix Fiduciary Services

View page
Position:
Professional Private Fiduciary at Matrix Fiduciary Services
Location:
Orange County, California Area
Industry:
Financial Services
Work:
Matrix Fiduciary Services since Nov 2010
Professional Private Fiduciary

Intellimed Surgical Solutions 2003 - 2011
CFO

WTAS LLC 2002 - 2004
Managing Director, Newport Beach

Andersen, LLP 1996 - 2002
Tax Partner

Arthur Andersen 1979 - 2002
Tax Partner
Education:
Seton Hall University 1983 - 1985
MS Taxation, Taxation
San Francisco State University, College of Business 1977 - 1979
BA, Accounting
Alliant International University-San Diego Scripps Ranch 1970 - 1974
BFA, Musical Theater
Rosary High School
Seton Hall University
Master of Science ­ Taxation; Bachelor of Arts; Bachelor of Fine Arts ­ Musical, Business Administration ­ Accounting; Theater
Certifications:
Certified Public Accountant, California
Professional Fiduciary, California
Certified Financial Planner, Certified Financial Planners Board of Standards
Katherine Ordona Szem from Lahaina, HI, age ~73 Get Report