Shelly O'Byrne

Corporate Officer/Principal at

Orange County Estate Planning Council

Consumer Services

Finance

Profile

Shelly O'Byrne is currently a Member at North County Estate Planning Group of San Diego and a Member at Orange County Estate Planning Council.
Formerly, Ms. O'Byrne was Senior Vice President-Director-Trust Services at First Foundation, Inc. and Senior Vice President-Director-Trust Services at First Foundation Bank.
Education includes an MBA from California State University-Fullerton, and undergraduate studies at Boston University and the University of California, Riverside.

Shelly O'Byrne active positions

Companies	Position	Start
Orange County Estate Planning Council Orange County Estate Planning Council The Orange County Estate Planning Council is a membership association focused on providing education and facilitating the exchange of ideas in the field of estate planning. The private company is based in Orange, CA. It serves professionals in accounting, insurance, law, trust services, and financial planning, aiming to enhance the quality of estate planning services available to the public. The council is affiliated with the National Association of Estate Planners & Councils (NAEPC) and promotes specialization programs such as the Accredited Estate Planner (AEP) and Estate Planning Law Specialist (EPLS) designations. Through its events and resources, the council fosters communication and collaboration among its members to adapt to the evolving landscape of estate planning.	Corporate Officer/Principal	-
North County Estate Planning Group of San Diego	Corporate Officer/Principal	-

All active positions of Shelly O'Byrne

Former positions of Shelly O'Byrne

Companies	Position	End
First Foundation Bank First Foundation Bank Regional BanksFinance Operates as a state chartered commercial bank	Corporate Officer/Principal	-
FIRST FOUNDATION INC.	Corporate Officer/Principal	-

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Linked companies

Private companies	7
Boston University Boston University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
California State University-Fullerton California State University-Fullerton Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of California, Riverside University of California, Riverside Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
North County Estate Planning Group of San Diego
First Foundation Bank First Foundation Bank Regional BanksFinance Operates as a state chartered commercial bank	Finance
First Foundation, Inc. First Foundation, Inc. Regional BanksFinance Operates as a bank holding company which provides investment management, wealth planning and banking services	Finance
Orange County Estate Planning Council Orange County Estate Planning Council The Orange County Estate Planning Council is a membership association focused on providing education and facilitating the exchange of ideas in the field of estate planning. The private company is based in Orange, CA. It serves professionals in accounting, insurance, law, trust services, and financial planning, aiming to enhance the quality of estate planning services available to the public. The council is affiliated with the National Association of Estate Planners & Councils (NAEPC) and promotes specialization programs such as the Accredited Estate Planner (AEP) and Estate Planning Law Specialist (EPLS) designations. Through its events and resources, the council fosters communication and collaboration among its members to adapt to the evolving landscape of estate planning.