John Osborn, CTFA

San 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