About
• I advise Credit Union C-Suite executives about their Charitable Donation Accounts (CDA)…
Activity
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And THIS is why you avoid probate. These details should be private, not only for celebrities, but for any client not wanting their assets and affairs…
And THIS is why you avoid probate. These details should be private, not only for celebrities, but for any client not wanting their assets and affairs…
Liked by Robbin Preciado
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Always enjoy meeting with NAAHL Board colleagues —- a braintrust for Affordable Housing solutions. This quarter’s meeting was in Chicago and…
Always enjoy meeting with NAAHL Board colleagues —- a braintrust for Affordable Housing solutions. This quarter’s meeting was in Chicago and…
Liked by Robbin Preciado
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Had a nice lunch with one of our esteemed partners Jan Von der Embse from Superior Credit Union. It is a real pleasure to spend time with her. Her…
Had a nice lunch with one of our esteemed partners Jan Von der Embse from Superior Credit Union. It is a real pleasure to spend time with her. Her…
Liked by Robbin Preciado
Experience & Education
Licenses & Certifications
Volunteer Experience
Organizations
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OC United Way
Director
- PresentDirector
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Orange County Business Council
immediate past Chair
- PresentDirector Executive committee
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