Robin Boren-Coleman Sexton, Jd, Esq, Cepa Email & Phone Number
@wellsfargo.com
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Who is Robin Boren-Coleman Sexton, Jd, Esq, Cepa? Overview
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Robin Boren-Coleman Sexton, Jd, Esq, Cepa is listed as Senior Vice President - Senior Wealth Planner at City National Bank, a with 6682 employees, based in Irvine, California, United States. AeroLeads shows a work email signal at wellsfargo.com and a matched LinkedIn profile for Robin Boren-Coleman Sexton, Jd, Esq, Cepa.
Robin Boren-Coleman Sexton, Jd, Esq, Cepa previously worked as Vice President | Senior Wealth Planner at City National Bank and Vice President - Lead Fiduciary Advisory Specialist at Wells Fargo. Robin Boren-Coleman Sexton, Jd, Esq, Cepa holds B.A., International Studies from American University.
Email format at City National Bank
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About Robin Boren-Coleman Sexton, Jd, Esq, Cepa
With over 28 years of experience as an attorney and counselor, Robin is a Vice President and Senior Wealth Planner at City National Bank, one of the leading providers of wealth management services in the country. She advises high to ultra-high net worth clients on complex financial, tax and estate planning issues, including transgenerational wealth transfer and business succession planning. Robin's core competencies include estate planning, fiduciary services, taxation, trusts, and business exit planning. She provides customized and comprehensive solutions to her clients' unique needs and goals, while partnering with internal wealth management specialists and local professionals in the tax and legal communities. Robin is passionate about delivering educational seminars and meeting with clients to decipher their estate planning needs and engage them in the process. Robin is also a certified exit planning advisor, with a focus on helping business owners prepare for their exit and maximize their value.
Listed skills include Customer Service, Estate Planning, Courts, Criminal Law, and 10 others.
Robin Boren-Coleman Sexton, Jd, Esq, Cepa's current company
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Robin Boren-Coleman Sexton, Jd, Esq, Cepa work experience
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Vice President | Senior Wealth Planner
CurrentI advise ultra-high net worth clients on complex financial, tax and estate planning issues, including transgenerational wealth transfer and business succession planning. The next few years will prove pivotal in the wealth planning arena and I am excited to be a part of an amazing team, providing excellent advice to our clients.
Vice President - Lead Fiduciary Advisory Specialist
As part of the estate settlement team, I partnered with high net worth clients, Internal Wealth Management members, and local professionals in the tax and legal communities to efficiently administer complex trusts and estates and provide customized services to clients in the Southern California area.
Associate Attorney
❖Business Development for Diverse Estate Planning Practice Including Delivering Educational Seminars and Meeting with Clients to Decipher Estate Planning Needs and Engagement of Clients❖ Drafting of all Aspects of Estate Planning Documents, Including Revocable Living Trusts, Ancillary Documents, Testamentary Wills and ILITS, QPRTS, Stand Alone Retirement Plan Trusts and LLC’s for Advanced Estate Planning❖ Comprehensive Administration of Trust, Probate Estate and Taxation Matters
Associate Attorney
❖ Educational Seminar Presenter throughout Southern California to Potential Clients for Estate Planning Requirements❖ Meeting with Clients to Decipher Estate Planning Needs, Selecting Most Suitable Estate Plan for Clients, Quoting Fees for Estate Planning Needs
Managing Partner
Meet with high-net-worth clients to discuss estate planning goals and strategies Provide legal guidance on estate, gift, and income tax issues Draft and review estate planning documents (trusts, wills, power of attorney, etc.). Represent clients in disputes or probate-related litigation, if applicable. Develop succession plans for businesses and family-owned enterprises Oversee the firm’s daily operations and insure smooth functioning Develop and maintain client relationships to grow the firm’s client base. Network and market the firm's services to potential clients and referral sources. Attend and speak at industry conferences and seminars.
Judicial Staff Attorney
❖ Researched and Prepared Opinions for Superior Court Judges on Wide range of Complex Legal Issues, Including, but not Limited to: Criminal, Probate, Civil, Family, Juvenile Law❖ Assisted Court Administration in Deciphering Difficult Legal Issues and Assisted in the Formulation of New Court Policies❖ Presented Opinions and Proposed Recommendations at Court Administrative and Judicial Meetings❖ Researched and Recommended Legal Action for Superior Court Appellate Calendar Judges❖ Served as Judge Pro Tempore
Associate Attorney
Estate planning and Administration. Litigation.
Colleagues at City National Bank
Other employees you can reach at cnb.com. View company contacts for 6682 employees →
Roopaa Puttanniah
Colleague at City National BankHillsborough, New Jersey, United States
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David H Kim
Colleague at City National BankLos Angeles, California, United States
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Stacey Turner
Colleague at City National BankLos Angeles, California, United States
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Renay Henteleff
Colleague at City National BankBurbank, California, United States
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Thomson Gilles, Mba, Pmp
Colleague at City National BankLa Crescenta, California, United States
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Kristelle Gumaru
Colleague at City National BankColumbus, Ohio, United States
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Mike Campos
Colleague at City National BankLos Angeles, California, United States
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Brodie Marshall
Colleague at City National BankLaguna Niguel, California, United States
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Gesling Larry
Colleague at City National BankCulver City, California, United States
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Becki R.
Colleague at City National BankLos Angeles Metropolitan Area, United States
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Robin Boren-Coleman Sexton, Jd, Esq, Cepa education
B.A., International Studies
J.D., Law
International Studies
High School Diploma, High School/Secondary Diplomas And Certificates
Frequently asked questions about Robin Boren-Coleman Sexton, Jd, Esq, Cepa
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What company does Robin Boren-Coleman Sexton, Jd, Esq, Cepa work for?
Robin Boren-Coleman Sexton, Jd, Esq, Cepa works for City National Bank.
What is Robin Boren-Coleman Sexton, Jd, Esq, Cepa's role at City National Bank?
Robin Boren-Coleman Sexton, Jd, Esq, Cepa is listed as Senior Vice President - Senior Wealth Planner at City National Bank.
What is Robin Boren-Coleman Sexton, Jd, Esq, Cepa's email address?
AeroLeads has found 1 work email signal at @wellsfargo.com for Robin Boren-Coleman Sexton, Jd, Esq, Cepa at City National Bank.
Where is Robin Boren-Coleman Sexton, Jd, Esq, Cepa based?
Robin Boren-Coleman Sexton, Jd, Esq, Cepa is based in Irvine, California, United States while working with City National Bank.
What companies has Robin Boren-Coleman Sexton, Jd, Esq, Cepa worked for?
Robin Boren-Coleman Sexton, Jd, Esq, Cepa has worked for City National Bank, Wells Fargo, The Morgan Law Group, Law Offices Of C.R. Abrams, P.C, and The Law Office Of Robin Boren-Coleman Sexton/Sexton Estate Planning.
Who are Robin Boren-Coleman Sexton, Jd, Esq, Cepa's colleagues at City National Bank?
Robin Boren-Coleman Sexton, Jd, Esq, Cepa's colleagues at City National Bank include Roopaa Puttanniah, David H Kim, Stacey Turner, Renay Henteleff, and Thomson Gilles, Mba, Pmp.
How can I contact Robin Boren-Coleman Sexton, Jd, Esq, Cepa?
You can use AeroLeads to view verified contact signals for Robin Boren-Coleman Sexton, Jd, Esq, Cepa at City National Bank, including work email, phone, and LinkedIn data when available.
What schools did Robin Boren-Coleman Sexton, Jd, Esq, Cepa attend?
Robin Boren-Coleman Sexton, Jd, Esq, Cepa holds B.A., International Studies from American University.
What skills is Robin Boren-Coleman Sexton, Jd, Esq, Cepa known for?
Robin Boren-Coleman Sexton, Jd, Esq, Cepa is listed with skills including Customer Service, Estate Planning, Courts, Criminal Law, Juvenile Law, Legal Issues, Litigation, and Civil Litigation.
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