Jeanette Sozanski, Ctfa Email & Phone Number

California, United States

Emeryville, Ca, Us

San Francisco, California, United States

Event planning and production assistanceOverseeing network membership and ticket sales/summit registrationCoordinating logistics for internal and external eventsPlanning monthly deep dive events for members Speaker managementSponsor and vendor management Content and activation developmentVolunteer coordinationCreating/tracking agreements and invoicesCreating budgets Assistant dutiesFrequent correspondence with high-level executives in fields such… Show more Event planning and production assistanceOverseeing network membership and ticket sales/summit registrationCoordinating logistics for internal and external eventsPlanning monthly deep dive events for members Speaker managementSponsor and vendor management Content and activation developmentVolunteer coordinationCreating/tracking agreements and invoicesCreating budgets Assistant dutiesFrequent correspondence with high-level executives in fields such as finance/venture capital, healthcare, mental health, sustainability and eco-friendly materials, alternative protein/food production/regenerative agriculture, and technologyAccompanying CEO to meetings, taking notes, and driving follow up Planning, drafting, and sending monthly newsletters (via Mailchimp)Managing social media and private membership Calendaring and managing ever changing schedulesOnboarding and training of new employees/internsTravel and appointment planning FilingBill payOffice equipment procurementErrands as needed Show less

San Francisco, California

Wealth Management Support Trust Officers with the administration of investment management agency, custody, and personal trust accounts Process disbursements (wiring funds, bill pay, etc.) and receipts Monitor account activity to ensure compliance with established procedures, rules, & regulations Maintain trust account records (obtain and update account inventory values, account assets, and account relationship information) Perform periodic account reviews… Show more Wealth Management Support Trust Officers with the administration of investment management agency, custody, and personal trust accounts Process disbursements (wiring funds, bill pay, etc.) and receipts Monitor account activity to ensure compliance with established procedures, rules, & regulations Maintain trust account records (obtain and update account inventory values, account assets, and account relationship information) Perform periodic account reviews Communicate with clients, beneficiaries, portfolio managers, attorneys, CPAs, and other professionals regarding accounts Show less

San Francisco, Ca

Bessemer Trust is a private multifamily office that provides wealth management services to high net worth individuals and families.Duties include supporting client advisory team with account administration and cash transactions (using CMS application), preparation of client materials (spreadsheets, presentations, book binding etc.), updating monthly expense reports, assisting with travel arrangements, calendar management, meeting organization and setup, Salesforce data entry… Show more Bessemer Trust is a private multifamily office that provides wealth management services to high net worth individuals and families.Duties include supporting client advisory team with account administration and cash transactions (using CMS application), preparation of client materials (spreadsheets, presentations, book binding etc.), updating monthly expense reports, assisting with travel arrangements, calendar management, meeting organization and setup, Salesforce data entry, communication with internal and external contacts via telephone and email, distributing marketing materials to interested parties, assisting with event planning, and coordinating mail/FedEx/UPS pickup and deliveries. Show less

Berkeley, Ca

Private Professional Fiduciary ServicesPrepared court-reviewed accountings, accounts payable/receivable, case management, assisted professional fiduciary with trust and estate administration, scheduling and attending medical appointments for clients, establishing budgets for clients, balancing financial statements in Quicken and preparing financial reports

Bachelor Of Arts (B.A.), Sociology And Anthropology

Graduated with honors, BA in Anthropology and Sociology Teaching Assistant for Cultural Anthropology course Member of Phi Alpha Theta.

Professional Fiduciary Management, Fiduciary Services

CSU Fullerton Extended Education - Professional Fiduciary Management Certification Pre-licensing education to become a private.

Trust Administration

Honor Graduate