Liza Horvath
President & CEO @Monterey Trust Management
Monterey, CA, US
EMAILS
l•••@montereytrust.com
MOBILE NUMBERS
+18•••••••72
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WORK HISTORY
Jun 2012 — Present
President & CEO @Monterey Trust Management
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Trustee and Executor Appointments & Private Client Services
EDUCATION
N/A
University of Hawaii at Manoa
Bachelor's Degree, Business Administration and Management, General
2013 — 2014
National Guardianship Association
National Guardian and Licensed Professional Fiduciary
SKILLS
Financial AnalysisTrustee/Trust ProtectorFinancial AdvisoryAccredited Investment AdvisorFamily OfficeStrategic PlanningStrategic Financial PlanningInvestmentsEquitiesPortfolio ManagementFamily Office ManagementFinancial PlanningLoansWealthTrustsFinanceAsset ManagementFinancial ServicesManagementLeadershipMutual FundsCommercial LendingCreditWealth ManagementPublic SpeakingBankingRisk ManagementCommercial BankingRelationship ManagementCertified Trust & Financial Advisor
ABOUT LIZA HORVATH
Trustee and Executor Appointment; Estate and Financial Planning with an emphasis on…
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