Phone: (949) 202-4147
Cell: (916) 200-4147
Ms. Wang is a Trust Administrator in the trust department at First Foundation Bank. In her role, she
manages traditional trusts, as well as IRA, escrow, and custody accounts. Her focus includes trust
administration and daily reconciliation of accounts to ensure adherence to accounting protocols,
prevention from overdraft scenarios, and investment of appropriate levels of cash. She maintains a
high standard of client service and is often called upon to solve the complex cases involving First
Foundation’s trust clients.
Prior to joining First Foundation, Ms. Wang worked as a trust officer for eight years at Bank of the
West’s Wealth Management Group. Her duties included managing a variety of trust accounts,
including agency accounts, revocable and irrevocable trusts, special needs trusts, and death
administration accounts. Ms. Wang currently holds designations as a Certified Trust and Financial
Advisor (CTFA) and Certified IRA Services Professional (CISP).
Ms. Wang received her bachelor’s degree in Asian American Studies with a minor in English from the
University of California, Santa Barbara.