Kristine A. Fredricks
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Profiel
Ms. Kristine A.
Fredricks is Administrator-Estate & Trust Accounts at Appropriate Balance Financial Services, Inc. She has been with ABFS since 1986.
She handles client's estate, probate, trust set up and administration matters.
She acts as liaison and consultant for client's CPA's and attorneys during the settlement of estates.
She manages trust administration for our clients, under our Ongoing Trust Administration program.
This includes research, analysis, tracking, reporting and disbursement of trust income to beneficiaries.
Ms. Fredricks studied Communications and English at Washington State University.
Supplemental studies include continuing education in Trust and Estate Planning and Trust Administration.
She is a chairperson for the Dewey Fredricks Memorial Endowment at Bellevue Christian School.
Eerdere bekende functies van Kristine A. Fredricks
Bedrijven | Functie | Einde |
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Appropriate Balance Financial Services, Inc.
Appropriate Balance Financial Services, Inc. Investment ManagersFinance Founded by Bruce Yates in 1984, Appropriate Balance Financial Services, Inc. is a registered investment advisor firm located in Bellevue, Washington | Comptroller/Controller/Auditor | - |
Opleiding van Kristine A. Fredricks
Washington State University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 1 |
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Appropriate Balance Financial Services, Inc.
Appropriate Balance Financial Services, Inc. Investment ManagersFinance Founded by Bruce Yates in 1984, Appropriate Balance Financial Services, Inc. is a registered investment advisor firm located in Bellevue, Washington | Finance |