1031 Exchange Services

Trust Operations Group

The Trust Operations Group is primarily responsible for internal controls and safeguards that protect our clients´┐Ż investments. As experienced banking professionals, they are responsible for trust accounting and wire transfers with expertise in non-traditional and alternative investments.

We Are Multilingual

We speak English, Spanish and Arabic. You can reach our Administrators by calling toll free (866) 393-8377.

Jean Moran

Vice President and Trust Operations Manager

Suzette Irwin

Trust Operations Specialist

Patricia Nogo

Accounting Specialist

Open Positions