![Shelly O'Byrne](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Shelly O'Byrne
Corporate Officer/Principal bij
Orange County Estate Planning Council
Profiel
Shelly O'Byrne is currently a Member at North County Estate Planning Group of San Diego and a Member at Orange County Estate Planning Council.
Formerly, Ms. O'Byrne was Senior Vice President-Director-Trust Services at First Foundation, Inc. and Senior Vice President-Director-Trust Services at First Foundation Bank.
Education includes an MBA from California State University-Fullerton, and undergraduate studies at Boston University and the University of California, Riverside.
Actieve functies van Shelly O'Byrne
| Bedrijven | Functie | Begin |
|---|---|---|
Orange County Estate Planning Council
 Orange County Estate Planning Council Orange County Estate Planning Council is a professional membership organization affiliated with the National Association of Estate Planners & Councils (NAEPC). The private company is based in Orange, CA. It serves estate planning professionals, including attorneys, CPAs, financial planners, and trust officers with at least five years of relevant experience. The council’s mission is to enhance the quality of estate planning services through education, knowledge exchange, and fostering collaboration among disciplines such as law, accounting, insurance, trust services, and financial planning. Members benefit from annual educational meetings featuring expert speakers on estate planning topics, networking opportunities, access to resources like member directories and document libraries, and support for professional designations. The council also provides resources and guidance for professionals and the public, maintains leadership and historical records, and offers sponsorship and mailing list options. | Corporate Officer/Principal | - |
North County Estate Planning Group of San Diego | Corporate Officer/Principal | - |
Eerdere bekende functies van Shelly O'Byrne
| Bedrijven | Functie | Einde |
|---|---|---|
First Foundation Bank
 First Foundation Bank Regional BanksFinance Operates as a state chartered commercial bank | Corporate Officer/Principal | - |
| FIRST FOUNDATION INC. | Corporate Officer/Principal | - |
Opleiding van Shelly O'Byrne
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
3
Eerstegraads connecties
7
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 7 |
|---|---|
Boston University
 Boston University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
California State University-Fullerton
 California State University-Fullerton Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of California, Riverside
 University of California, Riverside Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
North County Estate Planning Group of San Diego | |
First Foundation Bank
First Foundation Bank Regional BanksFinance Operates as a state chartered commercial bank | Finance |
First Foundation, Inc.
 First Foundation, Inc. Regional BanksFinance Operates as a bank holding company which provides investment management, wealth planning and banking services | Finance |
Orange County Estate Planning Council
Orange County Estate Planning Council Orange County Estate Planning Council is a professional membership organization affiliated with the National Association of Estate Planners & Councils (NAEPC). The private company is based in Orange, CA. It serves estate planning professionals, including attorneys, CPAs, financial planners, and trust officers with at least five years of relevant experience. The council’s mission is to enhance the quality of estate planning services through education, knowledge exchange, and fostering collaboration among disciplines such as law, accounting, insurance, trust services, and financial planning. Members benefit from annual educational meetings featuring expert speakers on estate planning topics, networking opportunities, access to resources like member directories and document libraries, and support for professional designations. The council also provides resources and guidance for professionals and the public, maintains leadership and historical records, and offers sponsorship and mailing list options. |
