Profil
Ms. Briley was a Trust Administrator at First Interstate Bank of California, where she worked for over 14 years in positions related to trust management and operations before joining Whittier Trust in 1993.
Ms. Briley received her Bachelor’s degree in Business Administration, magna cum laude, from California State University, Los Angeles.
She is a graduate of Cannon Financial Institute's Trust School and holds the Certified Trust and Financial Advisor designation.
Kathleen is a member of the San Gabriel Valley Estate Planning Council
Anciens postes connus de Kathleen A. Briley
| Sociétés | Poste | Fin |
|---|---|---|
Whittier Trust Co.
Whittier Trust Co. Investment ManagersFinance Whittier Trust designs a custom investment portfolio that enhances client's wealth by maximizing risk-adjusted, after-tax returns and perpetuating the growth of their investable assets across generations. | Corporate Officer/Principal | - |
Formation de Kathleen A. Briley
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Whittier Trust Co.
Whittier Trust Co. Investment ManagersFinance Whittier Trust designs a custom investment portfolio that enhances client's wealth by maximizing risk-adjusted, after-tax returns and perpetuating the growth of their investable assets across generations. | Finance |
California State University-Los Angeles
California State University-Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















