Shelly Obyrne
EVP, Director of Trust Services at First Foundation Bank
- Role
- EVP, Director of Trust Services at First Foundation Inc
- Location
- Irvine, CA, US
- LinkedIn followers
- 500 followers
Experience
EVP, Director of Trust Services
Jun 2016 — Present · Irvine, CA, US
I am responsible the Trust and Philanthropy Services teams at First Foundation Bank. We offer a broad set of services with offices in California, Nevada, Hawaii, and soon also in Florida and Texas. Our flexible platform and low client to administrative staff ratio allow our team to provide an excellent advisory relationship for high net worth families.
Education
Cal State Fullerton, College of Business and Economics
MBA
University of California, Riverside
BS
Skills
- Trusts
- Financial Services
- Credit
- Banking
- Estate Planning
- Relationship Management
- Commercial Lending
- Financial Advisory
- Finance
- Financial Planning
- Management
- Trust Services
- Financial Analysis
- Trustee
- Credit Analysis
- Commercial Banking
- Trust Management
- Portfolio Management
- Loans
- Wealth Management
- Charitable Trusts
- Investments
- Asset Management
- Retirement Planning
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