Sergio / Wilshire Associates Inc. / Oppenheimer & Co. Inc. / Webster Trust Company / Tom / Sergio’s (fictitious name of a beneficiary) Special Needs Trust / The Summa Group / McGraw-Hill / Oppenheimer Trust Co. / Limited Purpose Trust Company / Los Angeles A Capital Manageme / Special Needs Trust / California Master Pooled Trust / /
Country
United States / /
Currency
USD / /
Event
Person Communication and Meetings / M&A / /
Facility
California Polytechnic State University / CFA Institute / /
IndustryTerm
incredible arge / guitar builder / energy / real estate / purpose bank / trust services / personal support services / financial services / banking / /
Organization
Proxy Parent Foundation / Proxy Parent Foundation Board of Directors / Parent Foundation / West Coast News/Los Angeles Bureau / Business Committee / California Polytechnic State University / Los Angeles Society of Financial Analysts / CFA Institute / Board of Governors / Special Needs Trust administration / /
Person
Medicaid / Tom Sttevens / Steve Hawkins / Tom Beltran / Bruce / Tyler Dritz / Barbara / Thomas Beltran / Parrent Foundatio / Tom Ste / James Carley / /
Position
attorney / Chief of U.S. News / Advisor / President / Advisors / strategic counsel / utive Director / trustee / Chartered Financial Analyst / managing partner / Investment Manager / CEO / Personal Support Specialist / manager research and manager selection / Chairman / correspondent / journalist / Administrator / Treasurer / member / /
Microsoft Word - Article from Fall 2008 Newsletter - Volunteers