Pam Blattner, MBA Professional Fiduciary

Pam Blattner, MBA Professional Fiduciary Pam Blattner, MBA Professional Fiduciary Pam Blattner, MBA Professional Fiduciary

Pam Blattner, MBA Professional Fiduciary

Pam Blattner, MBA Professional Fiduciary Pam Blattner, MBA Professional Fiduciary Pam Blattner, MBA Professional Fiduciary
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About Pam

 

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.

What Really Matters

 

Pam has a history of making a difference in people's lives.

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

Find out more

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