Goli Alavi Mba Ctfa Email & Phone Number | • Highly seasoned financial industry expert with 20+ years of experience in wealth management, trust administration, estate planning, and delivering high quality fiduciary services. • Energetic and dynamic industry professional with extensive experience in managing a wide range of client relationships and working tirelessly on client’s behalf to earn trust and maintain long-term relationships. • Expert knowledge in investments, wealth planning, credit and banking concepts, alternative investments (hedge funds, private equity, and real estate), trust investment management principles, state tax laws, and California probate code. • Strong community presence with an established network of high and ultra-high net-worth individuals. Wealth Management - Estate Planning and Investments Goli Alavi joined U. S. Bank successor in merger to Scripps Bank as a trust specialist in 1995. Previously, Goli worked for local trust companies such as North American Trust Company and Danielson Trust. As a mutlilingual, Goli holds an MBA and received bachelor of arts degrees in French Language and Literature and International Business Administration with a minor in Financial Management from the American University in Paris. Goli is a member of the Estate Planning Council of San Diego and La Jolla Probate. She is available to meet with professionals, potential clients and/or family members to discuss their estate planning and investment options taking advantage of the new tax laws as well as to provide resources and guidance. U.S. Bank is the nation's fifth largest bank and its Private Client Reserve the premier provider of trust and investment services Specialties: Certified Trust Financial Advisor, 2004. Certificate of French Language and Literature, Universite de Paris IV Paris-Sorbonne, 1983. Multilingual: French, German, Spanish and Farsi.

Goli Alavi Mba Ctfa

• Highly seasoned financial industry expert with 20+ years of experience in wealth management, trust...
San Diego, California, United States

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Goli Alavi Mba Ctfa’s Email goli.alavi1@usbank.com

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Goli Alavi Mba Ctfa’s Location San Diego, California, United States

Goli Alavi Mba Ctfa’s Current Industry U.S. Bank

Goli Alavi Mba Ctfa’s Prior Industry Danielson Trust Company | North American Trust Company

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Work Experience

U.S. Bank

Trust Officer and Relationship Manager in Wealth Management- Private Client Reserve

1995-05-01 00:00:00 - Present

Danielson Trust Company

Executive Trust Associate

1993-05-01 00:00:00 - 1995-04-01 00:00:00

North American Trust Company

Trust and Marketing Associate

1991-05-01 00:00:00 - 1993-04-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Goli Alavi Mba Ctfa

Goli Alavi Mba Ctfa is located at
San Diego, California, United States

Goli Alavi Mba Ctfa is a • Highly seasoned financial industry expert with 20+ years of experience in wealth management, trust administration, estate planning, and delivering high quality fiduciary services. • Energetic and dynamic industry professional with extensive experience in managing a wide range of client relationships and working tirelessly on client’s behalf to earn trust and maintain long-term relationships. • Expert knowledge in investments, wealth planning, credit and banking concepts, alternative investments (hedge funds, private equity, and real estate), trust investment management principles, state tax laws, and California probate code. • Strong community presence with an established network of high and ultra-high net-worth individuals. Wealth Management - Estate Planning and Investments Goli Alavi joined U. S. Bank successor in merger to Scripps Bank as a trust specialist in 1995. Previously, Goli worked for local trust companies such as North American Trust Company and Danielson Trust. As a mutlilingual, Goli holds an MBA and received bachelor of arts degrees in French Language and Literature and International Business Administration with a minor in Financial Management from the American University in Paris. Goli is a member of the Estate Planning Council of San Diego and La Jolla Probate. She is available to meet with professionals, potential clients and/or family members to discuss their estate planning and investment options taking advantage of the new tax laws as well as to provide resources and guidance. U.S. Bank is the nation's fifth largest bank and its Private Client Reserve the premier provider of trust and investment services Specialties: Certified Trust Financial Advisor, 2004. Certificate of French Language and Literature, Universite de Paris IV Paris-Sorbonne, 1983. Multilingual: French, German, Spanish and Farsi.