Licensed Professional Fiduciary
Current- Marshall assets of high net worth trusts and estates including real property and financial assets.
- Direct decisions on financial portfolios under prudent investor rules while maintaining communications with financial advisors to journal assets under multiple accounts.
- Manage portfolio of rental properties as business within estate management and communicating with guests to ensure satisfaction and providing directive to employees for smooth turnovers.
- Communicate and navigate San Francisco Probate Court legal processes & procedures.
- Negotiate and manage vendor & contractor contracts for construction projects and real property management.
- Coordinate and delegate real property sales in San Francisco Bay Area and other regions of CA.