Biography
An avid hiker, Margaret has set a personal goal of hiking in all 63 National Parks.
Joined Enterprise: 1995
Professional Focus:
She 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.
Professional Designations:
Certified Trust and Financial Advisor
Certified Retirement Services Professional
Education:
B.S., Business Administration, San Jose State University
Previous Work Highlights:
Margaret served as a trust officer at Comerica Bank and Pacific Trust Company.
Personal Facts:
Margaret enjoys volunteering at her local animal shelter.