Julia Kiely

Julia Kiely Email and Phone Number

Trust Administrator / California Licensed Professional Fiduciary at Kiely Trust Services @
Julia Kiely's Location
San Rafael, California, United States, United States
Julia Kiely's Contact Details

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About Julia Kiely

PROFESSIONAL FIDUCIARY / TRUSTEE / ESTATE ADMINISTRATORComprehensive Knowledge and Demonstrated Success in: TRUST ADMINISTRATION, COURT ACCOUNTING REPORTS, BENEFITS ADMINISTRATION, FINANCIAL MANAGEMENT AND NEGOTIATIONS / MEDIATION. A legal professional with extensive multi-disciplinary experience. Proven success in resolving complex and sensitive interpersonal and financial matters . Recognized as a “bridge-builder” with a unique ability to bring disparate parties together to develop realistic financial expectations and find manageable resolutions for grieving families. Specialties: Small Business Succession planning. VA, Social Security and Insurance Benefits Administration and Coordination. Court Accounting.

Julia Kiely's Current Company Details
Kiely Trust Services

Kiely Trust Services

Trust Administrator / California Licensed Professional Fiduciary at Kiely Trust Services
Julia Kiely Work Experience Details
  • Kiely Trust Services
    Trust Administrator / Private Fiduciary Clpf
    Kiely Trust Services 2012 - Present
    San Francisco Bay Area
    Uniquely qualified to administer your family trust. She has successfully combined her legal education with extensive experience in business finance and operations into a specialized Trust Administration practice extending to assets including sole proprietorships and family businesses. She has operated in positions of trust for more 30 years and is licensed by the California Fiduciary Licensing Bureau as a Certified Professional Fiduciary.
  • Julia Kiely Dba
    Management Consultant
    Julia Kiely Dba Jan 1998 - Jun 2012
    Strategic consulting services for Internet startups and rapidly evolving small-to-midsize firms. HR consulting, finance administration, technology assessment, and counseling executive management on a variety of projects. Assessed business plans, designined and implemented control systems, developed recruiting process for C-level talent, and provided organizational infrastructure modeling for capital funding presentations.Contracted with Internet venture, Abilizer.com, to develop administration operations from ground level. Designed the HR infrastructure. Developed recruitment processes that tripled human capital growth in seven months. Recruited by Spinner.com to develop an operating plan to support rapid expansion, financing rounds, and pooling merger. Introduced new HR policies and financial controls and processes. Spearheaded the build-out and relocation to a 20,000 sq. ft. facility to accommodate growth. Led HR transition through successful pooling merger with AOL.
  • Humanconcepts
    Technology Operations Manager
    Humanconcepts Sep 2007 - Feb 2008
    Recruited by HumanConcepts to assess and support the expansion of the professional services group for their Enterprise OrgPlus online software. Mastered the QuickArrow project management software and provided group training on project management. Developed and presented executive reports and analysis of group performance.
  • Law Office Of Leon Reich
    Legal Case Manager
    Law Office Of Leon Reich May 2002 - Oct 2006
    Directed the day-to-day administrative functions for this high-volume law practice representing injured workers under Workers’ Compensation law. The Firm is comprised of three attorneys and four-person support team. Designed HR policies and programs, including compensation structure, job descriptions, performance evaluations, and administered the Firm’s profit sharing plan. Handled daily accounting, payroll, administer insurance contracts, and prepare tax filings. As Case Manager, supported the Senior Attorney by conducting research, composing trial briefs, and preparing cases for trial. Managed all facets of cases, from initial client screening through the trial phase.

Julia Kiely Skills

Goldengate High Volume Team Building Fiduciary Consulting Workforce Screening Shipping Infrastructure Insurance Reporting Systems Sales Cost Sales Operations Mentoring Finance Lcd Structure Serving Accounts Payable And Receivable San Aol Executive Positions Introducing Dispositions Cross Functional Team Leadership Legal Hr Consulting Organizational Structure Assessment Briefs Data Conversion Ceridian C Level Organizational Needs Analysis Management Design Financial Statements Human Capital General Ledger Security Funding Change Agent Identifies Parenthood Data Backup Job Descriptions Carriers Powerpoint Attorneys Defense Public Speaking Accounting Salesforce.com Human Resources Profit Web Applications Networking Milling System Business Services Cell Performance Appraisal Revenue Analysis Offering Legal Solutions Technology Services Engagements Reports Supervision Account Reconciliation Management Consulting Inventory Medicine Budget Management Paychex Microsoft Excel Asset Management Nonprofits Wordperfect Training Bmc Remedy Deferred Compensation Policy Criminal Law Great Plains Software Enterprise Software File Management Contract Negotiation Order Fulfillment Profit Sharing Project Management Research Reporting Incident Accounts Payable Capital Probation Client Intake Hearings Time Tracking Service Delivery Payroll Photocopier Power Trials Cross Functional Team Persuasiveness Composition Rehabilitation Applications Business Expansion Managerial Finance Intel Technology Evaluation Social Housing Schedules Modeling Iv Negotiation Juveniles Expense Reports Rapid Growth Strategic Planning Operations Pooling Executive Leadership Technical Support Microsoft Dynamics Sl Technology Consulting Quickbooks Office Space Succession Planning Distribution Center Operations Contractual Agreements Launching Hr Policies Facilities Management Injured Vendor Relationship Management Accpac Compensation Advocacy Services Presentations Financial Audits Computer Proficiency Counties Responsibility Mediation Cost Engineering Clinics Contract Management Rbase Branch Banking Executive Management Administrative Work Optimistic Software Installation History Navy Facts Start Ups Lotus Notes Tax Warehousing New York Administering Reviews Adp Payroll Financial Services Compliance Delivering Presentations Savin San Francisco Business Planning Phase Microsoft Word Program Management Internal Controls Collateral Military Psychotherapy Ships Invoicing Budgets Business Strategy Spinner Financial Reporting Staff Development Mergers And Acquisitions Office Operations Architecture Recruiting Accounting System Bridge Video Conferencing Strength Training Process Optimization Databases

Julia Kiely Education Details

Frequently Asked Questions about Julia Kiely

What company does Julia Kiely work for?

Julia Kiely works for Kiely Trust Services

What is Julia Kiely's role at the current company?

Julia Kiely's current role is Trust Administrator / California Licensed Professional Fiduciary at Kiely Trust Services.

What is Julia Kiely's email address?

Julia Kiely's email address is ki****@****hoo.com

What is Julia Kiely's direct phone number?

Julia Kiely's direct phone number is +165055*****

What schools did Julia Kiely attend?

Julia Kiely attended California State University-Fullerton, New College Of California, The Center For Mediation In Law, Cornell Johnson Graduate School Of Management, Golden Gate University.

What skills is Julia Kiely known for?

Julia Kiely has skills like Goldengate, High Volume, Team Building, Fiduciary, Consulting, Workforce, Screening, Shipping, Infrastructure, Insurance, Reporting Systems, Sales.

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