Thomas Gastanaga
Improving Operations for Positive Client Experiences
- Role
- Trust Operations Assistant at Peninsula Bay Trust Company
- Location
- Hayward, CA, US
- LinkedIn followers
- 500 followers
About Thomas Gastanaga
As a seasoned client experience advocate with a focus on operations and its effect on…
Experience
Trust Operations Assistant
Apr 2025 — Present · Burlingame, CA, US
Gather and maintain customer information, records, data, and documentation. − Manage new account onboarding, maintenance, transitions, closures. − Complete ad hoc trust projects. − Assist with asset inventorying, appraisals, distributions. − Schedule asset maintenance and repairs. − Assisting in Streamlining internal policies and procedures. − Organize and prepare documents for tax preparation and filings. − Support Matter transactions and account activities. − Support audit and exam work.
Education
Western Governors University
Bachelor of Science - BS
2018 — 2020
Skills
- Management
- Iras
- Microsoft Office
- Financial Analysis
- Customer Service
- Real Estate
- Investment Management
- Transfer Agency
- Investments
- Mortgage Lending
- Asset Allocation
- Banking
- Business Development
- Finance
- Wealth Management
- Credit
- Asset Managment
- New Business Development
- Asset Management
- Alternative Investments
- Investment Properties
- Portfolio Management
- Loans
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