Industry:
Financial Services
Work:
Bank of America Mar 2006 - Aug 2019
Managing Director
U.s. Trust Mar 2006 - Aug 2019
Managing Director and Market Trust Executive
Wells Fargo Mar 1, 1996 - Dec 1, 1997
Vice President
First Interstate Bank of Oregon Oct 1988 - Mar 1996
Vice President
James Maletis Pc Furrer & Scott Oct 1, 1980 - Oct 1, 1988
Attorney
Education:
Aba National Graduate Trust School 1991 - 1993
University of Oregon School of Law 1977 - 1980
Doctor of Jurisprudence, Doctorates, Law
University of Puget Sound 1973 - 1977
Bachelors, Bachelor of Arts, Economics, Urban Studies
Skills:
Estate Planning
Wealth Management
Trusts
Investment Management
Wealth
High Net Worth Individuals
Retirement
Estate Tax Planning
Asset Allocation
Asset Management
Tax
Management
Private Banking
Fiduciary
Wills
Asset Protection
Estate Law
