Debbie is a Vice President, Client Advisor in Whittier Trust’s San Francisco office. Debbie works closely with clients in all aspects of planning and implementing their wealth plan. Debbie also coordinates with portfolio managers to ensure that the investments align with a client’s overall goals and values.
Prior to joining Whittier Trust, Debbie was a Senior Fiduciary Advisory Specialist at Well Fargo Private Bank in San Jose, California. Prior to that, Deb... (login for more professional bio)