Shelly O'Byrne

Företagsledare/Principal på

Orange County Estate Planning Council

Consumer Services

Finance

Profil

Shelly O'Byrne is currently a Member at North County Estate Planning Group of San Diego and a Member at Orange County Estate Planning Council.
Formerly, Ms. O'Byrne was Senior Vice President-Director-Trust Services at First Foundation, Inc. and Senior Vice President-Director-Trust Services at First Foundation Bank.
Education includes an MBA from California State University-Fullerton, and undergraduate studies at Boston University and the University of California, Riverside.

Aktiva positioner av Shelly O'Byrne

Företag	Position	Start
Orange County Estate Planning Council Orange County Estate Planning Council Orange County Estate Planning Council is a professional membership organization affiliated with the National Association of Estate Planners & Councils (NAEPC). The private company is based in Orange, CA. It serves estate planning professionals, including attorneys, CPAs, financial planners, and trust officers with at least five years of relevant experience. The council’s mission is to enhance the quality of estate planning services through education, knowledge exchange, and fostering collaboration among disciplines such as law, accounting, insurance, trust services, and financial planning. Members benefit from annual educational meetings featuring expert speakers on estate planning topics, networking opportunities, access to resources like member directories and document libraries, and support for professional designations. The council also provides resources and guidance for professionals and the public, maintains leadership and historical records, and offers sponsorship and mailing list options.	Företagsledare/Principal	-
North County Estate Planning Group of San Diego	Företagsledare/Principal	-

Alla aktiva positioner av Shelly O'Byrne

Tidigare kända positioner av Shelly O'Byrne

Företag	Position	Slut
First Foundation Bank First Foundation Bank Regional BanksFinance Operates as a state chartered commercial bank	Företagsledare/Principal	-
FIRST FOUNDATION INC.	Företagsledare/Principal	-

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Kopplade företag

Privata företag	7
Boston University Boston University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
California State University-Fullerton California State University-Fullerton Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of California, Riverside University of California, Riverside Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
North County Estate Planning Group of San Diego
First Foundation Bank First Foundation Bank Regional BanksFinance Operates as a state chartered commercial bank	Finance
First Foundation, Inc. First Foundation, Inc. Regional BanksFinance Operates as a bank holding company which provides investment management, wealth planning and banking services	Finance
Orange County Estate Planning Council Orange County Estate Planning Council Orange County Estate Planning Council is a professional membership organization affiliated with the National Association of Estate Planners & Councils (NAEPC). The private company is based in Orange, CA. It serves estate planning professionals, including attorneys, CPAs, financial planners, and trust officers with at least five years of relevant experience. The council’s mission is to enhance the quality of estate planning services through education, knowledge exchange, and fostering collaboration among disciplines such as law, accounting, insurance, trust services, and financial planning. Members benefit from annual educational meetings featuring expert speakers on estate planning topics, networking opportunities, access to resources like member directories and document libraries, and support for professional designations. The council also provides resources and guidance for professionals and the public, maintains leadership and historical records, and offers sponsorship and mailing list options.