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John Osborn, CTFA

John Osborn, CTFA

Legal Assistant

Followers of John Osborn, CTFA464 followers
location of John Osborn, CTFASan Francisco, California, United States

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  • Timeline

  • About me

    Senior Vice President & Senior Trust Officer at Bank of America Private Bank

  • Education

    • The George Washington University

      -

  • Experience

    • Hanson Bridgett Marcus Vlahos and Rudy, LLP

      Jun 1994 - Dec 1995
      Legal Assistant

    • Cooley LLP

      Jan 1996 - Jun 2004
      Tax and Estate Planning Specialist

    • Pillsbury Winthrop Shaw Pittman LLP

      Jun 2004 - Feb 2011
      Tax & Estate Planning Specialist

    • The Private Client Reserve of U.S. Bank

      Feb 2011 - Nov 2013

      • Vice President and Personal Trust Officer

        Oct 2012 - Nov 2013

      • Assistant Vice President and Personal Trust Officer

        Feb 2011 - Oct 2012

    • Mechanics Bank Wealth Management

      Jan 2020 - Aug 2023

      • Vice President & Regional Trust Manager

        Feb 2016 - Aug 2023

      • Vice President and Trust Officer

        Dec 2013 - Aug 2023

      • Senior Vice President & Director of Trust Services

        Jan 2020 - Jul 2023

    • Bank of America Private Bank

      Aug 2023 - now
      SVP & Senior Trust Officer

  • Licenses & Certifications

    • Certified Trust and Financial Advisor (CTFA)

      American Bankers Association
      May 2013

  • Honors & Awards

    • Awarded to John Osborn, CTFA
      Silver Shield Award U.S. Bank 2013
    • Awarded to John Osborn, CTFA
      Above and Beyond Award for Client Work Pillsbury Winthrop Shaw Pittman 2006
    • Awarded to John Osborn, CTFA
      Certificate of Appreciation for Bi-Coastal Business Development Efforts Pillsbury Winthrop Shaw Pittman 2006
    • Awarded to John Osborn, CTFA
      Certificate of Appreciation for Extraordinary Contributions and Client Dedication Pillsbury Winthrop Shaw Pittman 2005
    • Awarded to John Osborn, CTFA
      Paralegal of the Year San Francisco Paralegal Association 2003
    • Awarded to John Osborn, CTFA
      Outstanding Service and Leading SFPA into the New Millennium San Francisco Paralegal Association, Board of Directors 2000 Special Board Recognition