Katherine Rodriguez

Katherine Rodriguez

Licensed Professional Fiduciary
San Francisco, California, United States

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Work Experience

Bishop Fiduciary Services, Ltd.

Licensed Professional Fiduciary

2019-08-01 - Present

Commerce Home Mortgage, LLC.

Mortgage Advisor

2019-08-01 - 2020-03-01

American Financial Network, Inc.

Loan Officer

2018-08-01 - 2019-08-01

Sierra Pacific Mortgage Company, Inc.

Loan Officer

2018-05-01 - 2018-08-01

John F Kennedy University Elder Law Clinic

CA State Bar Certified Law Student

2015-01-01 - 2015-07-01

John F. Kennedy University Family Law Clinic

CA State Bar Certified Law Student

2014-01-01 - 2014-04-01

Bay Home Investments and Loans, Inc.

Loan Consultant

2012-11-01 - 2018-05-01

RPM Mortgage Inc

Loan Consultant

2011-02-01 - 2012-11-01

Skills

trust administration estate settlement estate administration court accountings probate accounting trust accounting fiduciary accounting fiduciary services licensed fiduciary trustee services conservatorship special needs trust administration special needs trust management living trust services irrevocable trust services charitable trust services durable power of attorney services fiduciary financial services legal services

Languages

English