Resume

 Stephanie Allen, CLPF                                  

 Ordained Presbyterian Pastor with 23 years experience in caring for people, coordinating budgets, project management, and fundraising for churches and non-profit organizations.  Masters in Organizational Psychology.  California Licensed Professional Fiduciary (CLPF, license #708) and National Certified Guardian (NCG).

SKILL SUMMARY

  • Superb interpersonal skills.
  • Astute problem solving abilities.
  • Adept at coordinating people and projects.
  • Extensive experience in conflict negotiation.
  • Wise management of budgets and finances.
  • Caring and enjoyable personality.

EXPERIENCE

California Licensed Professional Fiduciary, July 2013 to present, Sunnyvale, CA

Total assets under management as of last license renewal, January 2018: $23,500,000.00

(All Santa Clara County, unless otherwise noted. POA is Power of Attorney, Health Care or Finance)

  • Trustee of Irrevocable Trust, April 2017 to present.
  • Administrator of Decedent’s Estate, court appointed July 2017.
  • Administrator of Decedent’s Estate, court appointed June 2017.
  • Trustee of Trust, POA HC & Finance, May 2017 to present.
  • Trustee of Irrevocable Trust, April 2017 to present.
  • Trustee of Special Needs Trust, April 2017 to present.
  • Trustee of Irrevocable Trust, March 2017 to present.
  • Trustee of Trust, POA Finance, February 2017 to present.
  • Trustee of Irrevocable Trust, court appointed, December 2016 to present.
  • Trustee of Irrevocable Trust, court appointed, August 2016 to September 2017.
  • Trustee of Young Adult Trust, July 2016 to present.
  • Trustee of Trust, POA Finance, July 2016 to present.
  • Co-Trustee of Trust, Co-POA Finance, April 2016 to present.
  • Trustee of Trust, March 2016 to present.
  • Trustee of Special Needs Trust, POA HC & Finance, January 2016 to present.
  • Trustee of Trust, POA Finance, January 2016 to present.
  • Conservator of Estate, December 2015 to present.
  • Custodian of Custodial Account, November 19, 2015 to present.
  • Trustee of Irrevocable Trust, May 2015 to May 2016.
  • Trustee of Special Needs Trust, April 2015 to present.
  • Temporary Conservator of Person & Estate, March 2015 to August 25, 2015.
  • Trustee of Irrevocable Trust, January 2015 to present.
  • Trustee of Special Needs Trust, Grantor Trust, POA HC & Finance, January 2015 to present.
  • Trustee of Living Trust, POA HC & Finance, January 2015 to present.
  • Trustee of Irrevocable Trust, December 2014 to present.
  • Trustee of Living Trust, San Mateo County, December 2014 to present.
  • Trustee of Irrevocable Grantor Trust, POA HC & Finance, November 2014 to present.
  • Power of Attorney, April 2014, and Conservator of Person & Estate, July 2014 to August 2014.
  • Trustee, Special Needs Trust, February 2014 to present.
  • Trustee of Trust, December 2013 to present, Conservator of Person & Estate, June 2014 to present.
  • Administrator of Decedent’s Estate, court appointed August 2013 to March 2014.

Practice Marketing Account Executive, April 2012 to October 2012, SoundCure, San Jose, CA

Managed 180 clients at medical device start-up, analyzed and reported data for marketing budget.

Organizational Consultant, 2005 to 2011, Cultivate Mission, San Jose, CA

Designed strategic planning process for churches and coordinated conflict resolution.

Interim Pastor, 2009-2011, Immanuel Presbyterian Church, San Jose, CA

Coordinated strategic analysis of organizational future and managed finances.

Associate Pastor, 1996-2005, Gilroy Presbyterian Church, Gilroy, CA

Responsible for programs and personnel functions at a 700-member church.

Interim Co-Pastor, 1993-1996, Bethany Presbyterian Church, Minneapolis, MN

InterVarsity Campus Pastor, 1989-1993, University of Minnesota, Minneapolis, MN

EDUCATION

Certification in Professional Fiduciary, in process (3 units/2 classes completed).

University of California at Riverside, Riverside, CA

Master of Science Industrial/Organizational Psychology, May 2007

San Jose State University, San Jose, CA

Master of Divinity, June 1988

Fuller Theological Seminary, Pasadena, CA

Bachelor of Communications and Religious Studies, June 1985

University of California at Santa Barbara, Santa Barbara, CA

VOLUNTEER WORK

  • Coordinate Monthly Food pick up at Rahima Foundation for Immanuel Refugee House.
  • Led a team to raise funds for Refugee Transition house.  Total raised was $912,000 and property purchased June 2013.
  • Tutoring a refugee from North Korea through Refugee Transitions, March 2013 to now.

CERTIFICATIONS

  • Myers-Briggs Type Indicator
  • Thomas-Kilmann Conflict Mode Instrument

CONTACT INFORMATION

stephanie@allenfiduciary

www.allenfiduciary.com

PO Box 2713, Sunnyvale, CA 94087-0713

(408) 391-2055

 

 

 

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