Luis

Luis: Email & Phone Number

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Sr. Trust Operations Specialist at Columbia Private Trust|La Habra, California, United States

Position:

Sr. Trust Operations Specialist at Columbia Private Trust

Location:

La Habra, California, United States

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Last updated: 2026-09-30
Updated: 2026-09-30

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Work Experience 25 years

Sr. Trust Operations Specialist at Columbia Private Trust

Jan 2025 - Current

Independent Consultant at Duque

Jan 2018 - Jan 2025

Fraud Analyst at Kforce Inc Pacific Premier

Jan 2024 - Nov 2024

Operations Specialist at Kforce Inc City National Bank

Nov 2022 - May 2023

Small Business Specialist at Bank of America

Dec 2015 - Aug 2016

Operations Consultant at Bank of America

Sep 2009 - Mar 2015

Account Operations Manager at Countrywide

Oct 2001 - Sep 2007

Luis started working in 2001, then the employee has changed 5 companies and 6 jobs. On average, Luis works for one company for 3 years 2 months.

Luis is proficient in English and Spanish. Their professional focus is Account Management, ACH Payments, and Analytical Skills across 3 core areas.

Education

Bachelor's degree at University of Redlands

Project Management Certification at California State University, Fullerton

Associate of Science - AS at Fullerton College

International Business Skills Certificate at Fullerton College

Skills

Account Management, ACH Payments, Analytical Skills

Luis Namesakes

Name
Company
Position
Luis
ACADEMIA DE FORMACIÓN EMPRESARIAL MÉXICO
CEO
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Luis
SISTEMAS INFORMATICOS GES
CEO
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Luis
Self-employed
CEO
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Other employees at Columbia Private Trust

Name
Company
Position
Petal Young
Operations Supervisor
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Lindsey
Lead Trust Operations
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Jake Sharp
Trust Operations Specialist
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Benjamin Nemanov
Client Services Intern
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Abigahi Chavira
AVP | Statements and Billing Supervisor
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Babra Ngiralmau
Lead Trust Securities Operations Specialist
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Brady McLean
Senior Trust Securities Specialist
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Bella Gonzales
Trust Operations Specialist
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Lucas Garner
Operations Specialist
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Sandy Montes
Trust operation specialist
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