Associate Fiduciary Analyst
Current
Apr 2024 - Present
AeroLeads people directory · profile
Ivan Favela Jr Email & Phone Number
Associate Fiduciary Analyst
at
D4 Fiduciary, Business Advisory Services and Family Office Services, Inc.
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Role
Associate Fiduciary Analyst
Location
Napa, California, United States
Who is Ivan Favela Jr? Overview
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Quick answer
Ivan Favela Jr is listed as Associate Fiduciary Analyst at D4 Fiduciary, Business Advisory Services and Family Office Services, Inc., based in Napa, California, United States. AeroLeads shows a matched LinkedIn profile for Ivan Favela Jr.
Ivan Favela Jr previously worked as Sales Associate at Arthrex and Marketing Specialist at Marketing Empire Group. Ivan Favela Jr holds Bachelor Of Arts - Ba, Business, Management, Marketing, And Related Support Services from California State University, Fullerton.
Company email context
Email format at D4 Fiduciary, Business Advisory Services and Family Office Services, Inc.
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D4 Fiduciary, Business Advisory Services and Family Office Services, Inc.
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Profile bio
About Ivan Favela Jr
I’m a business graduate currently working in Trust and Estate Administration, with the goal of becoming a licensed fiduciary. I’m passionate about helping individuals and families through the complexities of estate and trust management, ensuring that their plans are carried out with care and clarity.Along the way, I’ve gained valuable experience in handling estates and trusts, always striving to communicate effectively and find solutions that fit each client’s unique needs. I’m committed to providing reliable support and learning all I can to excel in this field.As I work towards my fiduciary license, I’m excited to continue growing professionally, expanding my network, and building my expertise to better serve families and individuals.
Current workplace
Ivan Favela Jr's current company
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D4 Fiduciary, Business Advisory Services And Family Office Services, Inc.
AeroLeads page
3 roles · 4 years
Ivan Favela Jr work experience
A career timeline built from the work history available for this profile.
Sales Associate
- Coordinated deliveries between hospital accounts from South Corona to Fort Irwin
- Managed all inventory to ensure product was ready for surgery
- Maintained well-established relationships with hospital accounts
- Successfully handled multiple demands from peers and superiors from locations Corona to Barstow
2023 - 2024
~1 yr
Marketing Specialist
- Directed video shoots showcasing the client brand effectively
- Researched artificial intelligence, and generative AI and integrated them into the workflow
- Produced quality & and engaging content that drove traffic to client pages
2022 - 2023
~1 yr
1 education record
Ivan Favela Jr education
FAQ
Frequently asked questions about Ivan Favela Jr
Quick answers generated from the profile data available on this page.
What company does Ivan Favela Jr work for?
Ivan Favela Jr works for D4 Fiduciary, Business Advisory Services and Family Office Services, Inc..
What is Ivan Favela Jr's role at D4 Fiduciary, Business Advisory Services and Family Office Services, Inc.?
Ivan Favela Jr is listed as Associate Fiduciary Analyst at D4 Fiduciary, Business Advisory Services and Family Office Services, Inc..
Where is Ivan Favela Jr based?
Ivan Favela Jr is based in Napa, California, United States while working with D4 Fiduciary, Business Advisory Services and Family Office Services, Inc..
What companies has Ivan Favela Jr worked for?
Ivan Favela Jr has worked for D4 Fiduciary, Business Advisory Services And Family Office Services, Inc., Arthrex, and Marketing Empire Group.
How can I contact Ivan Favela Jr?
You can use AeroLeads to view verified contact signals for Ivan Favela Jr at D4 Fiduciary, Business Advisory Services and Family Office Services, Inc., including work email, phone, and LinkedIn data when available.
What schools did Ivan Favela Jr attend?
Ivan Favela Jr holds Bachelor Of Arts - Ba, Business, Management, Marketing, And Related Support Services from California State University, Fullerton.
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