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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.
Kiely Trust Services
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Trust Administrator / Private Fiduciary ClpfKiely Trust Services 2012 - PresentSan Francisco Bay AreaUniquely 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.
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Management ConsultantJulia Kiely Dba Jan 1998 - Jun 2012Strategic 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.
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Technology Operations ManagerHumanconcepts Sep 2007 - Feb 2008Recruited 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. -
Legal Case ManagerLaw Office Of Leon Reich May 2002 - Oct 2006Directed 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
Julia Kiely Education Details
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Fiduciary Management -
Public Interest Law -
The Center For Mediation In LawIntensive Training Program In Mediation -
Business Leadership, Financial Management, And Executive Leadership -
Management
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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Julia Kiely
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