Kathleen A. Briley
Nessuna posizione attualmente
Profilo
Ms. Briley was a Trust Administrator at First Interstate Bank of California, where she worked for over 14 years in positions related to trust management and operations before joining Whittier Trust in 1993.
Ms. Briley received her Bachelor’s degree in Business Administration, magna cum laude, from California State University, Los Angeles.
She is a graduate of Cannon Financial Institute's Trust School and holds the Certified Trust and Financial Advisor designation.
Kathleen is a member of the San Gabriel Valley Estate Planning Council
Precedenti posizioni note di Kathleen A. Briley
| Società | Posizione | Fine |
|---|---|---|
Whittier Trust Co.
 Whittier Trust Co. Investment ManagersFinance Whittier Trust Co. is an independent private trust firm headquartered in Pasadena, California. The firm was founded as a family office for the Whittier family in 1935. They provide unrivaled investment, wealth management, fiduciary and philanthropic services for high net-worth families, individuals and foundations across the US. | Corporate Officer/Principal | - |
Formazione di Kathleen A. Briley
| California State University-Los Angeles | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 1 |
|---|---|
Whittier Trust Co.
Whittier Trust Co. Investment ManagersFinance Whittier Trust Co. is an independent private trust firm headquartered in Pasadena, California. The firm was founded as a family office for the Whittier family in 1935. They provide unrivaled investment, wealth management, fiduciary and philanthropic services for high net-worth families, individuals and foundations across the US. | Finance |
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- Kathleen A. Briley
