Executive Vice President, Enterprise Trust
Executive Vice President, Enterprise Trust
Joined Enterprise
2024
Homebase
San Francisco
Professional Focus
Mikkela spearheads Enterprise’s growth and operational development. She also brings a strong skill set anchored in Trust Administration, Taxation, Estate Planning, and Business Succession Planning.
Previous Work Highlights
Mikkela formerly served as the President of Peninsula Bay Trust Company, Inc., overseeing client and trust administration, and as Vice President and Senior Trust Officer for the Northern California Region of Fiduciary Trust Company International. She successfully spearheaded startup operations for financial service firms.
Professional Designations
Certified Trust and Fiduciary Advisor
Education
B.A., Political Science,
University of California, Berkeley
J.D., University of San Francisco School of Law
Personal Facts
Passionate about giving back, Mikkela serves as a director of Mission Dolores Academy of San Francisco.
Connect with Mikkela
Delivering high quality, comprehensive fiduciary expertise and trust services with a commitment to our clients, their families, and the community.
Mikkela spearheads Enterprise’s growth and operational development. She also brings a strong skill set anchored in Trust Administration, Taxation, Estate Planning, and Business Succession Planning.
At her core, Kelly is passionate about people. Her clients are her biggest motivation professionally, and she believes in meeting them where they are and helping them achieve their goals. Kelly focuses on simplifying the complexities of financial services and supports families as they navigate the challenges that come with their wealth.
Margaret has 37 years of fiduciary management experience in all areas of trust administration and financial operations. She is committed to serving clients and their families with personalized comprehensive fiduciary expertise.
Jennifer manages the California Trust Team focusing on areas of Client Relationship Management, Trust Administration and Estate Settlement. Developing long term relationships motivates Jennifer in her quest for providing an unparalleled client experience.
Troy is responsible for managing estate assets during the settlement period, as well as seeking to ensure growth and liquidity for ongoing trust obligations.