Pam is a seasoned professional with a strong background resolving problems, handling challenging situations and helping people. All of her professional experience has involved analyzing complex issues, setting goals, resolving difficult situations and strategic planning. She has consulted at all levels with Fortune 500 companies and has
Pam is a seasoned professional with a strong background resolving problems, handling challenging situations and helping people. All of her professional experience has involved analyzing complex issues, setting goals, resolving difficult situations and strategic planning. She has consulted at all levels with Fortune 500 companies and has resolved complex business and real estate transactions. As a Trustee and Guardian, she has worked with Special Needs Trusts, Conservatees, as a Court appointed Conservator of the Estate and of the Person, Guardian, and Personal Representative.
She has 30 years of experience overseeing investment advisors, managing assets and working with attorneys and CPAs. In the non profit world, Pam has had a significant impact in education, cancer research, and assisting people and companies plan and strategize for the future. She has dealt with illness and end of life issues, caretaking and management of personal and business finances. She is goal oriented and has helped resolve many difficult situations, ending in positive results.
In today's difficult world, with dispersed families and competing priorities, Pam has the sensitivity and expertise to handle difficult situations to mutual satisfaction.
Certified Licensed Professional Fiduciary,
License # 873
National Certified Guardian
UC Riverside, Professional Fiduciary Certificate
MBA, NYU Stern School of Business
BA, Magna cum Laude with Honors, Brandeis
University
25 years in non profit as Executive Director, Board Member, Fundraiser, Development Professional
12 years Management Consultant, Project Management, Strategic Planning, Systems Design in Non Profit, Small Business, Fortune 500 Companies
Professional Experience:
Price Waterhouse
Mileage Plus, Inc.
Tower Cancer Research Foundation
Friends of Sheba Medical Center
Community Involvement:
Co-Chair, San Fernando Valley Chapter PFAC
Board Member, San Fernando Valley Estate Planning Council
Taproot Foundation
Tarzana Neighborhood Council
National Guardianship Association
San Fernando Valley Bar Association Probate Section
Professional Fiduciary Association of California
AIPAC
AJ Heschel Day School
Citizens Committee for Children
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