Monica Padilla

Current Employers

Employment History

• 01/1990 → Present
  American Investors Company
  San Ramon, CA
• 09/1985 → Present
  Monica Padilla Froning, Sole Proprietor
  Danville, CA
• 07/1997 → Present
  American Investors Company
  San Ramon, CA

Other Businesses

IN ALL OF THE FOLLOWING, MONICA PADILLA FRONING IS THE PROPRIETOR, NOT INVESTMENT RELATED, 251 WATERMAN CIRCLE, DANVILLE, CA. CFP, SINCE 12/88. LIFE INSURANCE AGENT, SINCE 9/85, NOT A SIGNIFICANT # OF HRS/YEAR. DUTIES: LOOK FOR POLICY FOR CLIENT, FILL OUT APP, SEND APP, & DELIVER POLICY. TAX PREPARER, SINCE 1/95, AFTER BUSINESS & DURING TRADING HRS BUT ONLY FROM FEB-APR. DUTIES: COLLECT PERTINENT TAX INFO, INPUT INFO, REVIEW RETURN & SEND. TRUSTEE FOR PERSONAL FRIEND, SINCE 8/96, 1 HR/MONTH, & APPROX 4 HRS AT THE BEGINNING OF YR FOR ACCOUNTING, TAX PREP & REPORTING TO BENEFICIARIES. DUTIES: RECEIVE & OPEN MAIL, FILE INVESTMENT DOCS, CORRESPONDENCE, PAY BILLS, CORRESPOND WITH PARTIES & THE EOY DUTIES MENTIONED ABOVE. TRUST PLANNER, SINCE 1/94, DUTIES: SEND LIST OF ITEMS NEEDED, FILL OUT DATA FORM, MAKE COPIES, SEND TO ATTORNEY, HAVE CLIENTS SIGN TRUST DOCS, HELP FILL OUT CHANGE OF TITLE LETTERS & NOTARIZE SIGNATURES. TOTAL TIME/CLIENT TAKES 3-6 HRS & I DO 1-2/YR. NOTARY PBULIC SERVICES, SINCE 2000, NOTARIZATIONS, APPROX. 0.5 HOUR/MONTH DEVOTED TO THIS BUSINESS, 0.75 HOUR DEVOTED TO THIS BUSINESS DURING SECURITIES TRADING HOURS; REVIEW DOCUMENT, VERIFY ID, STAMP, SIGN, HAVE CLIENT SIGN NOTARY BOOK.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-11-29

Designations

Other Names

• Monica Padillafroning
• Monica Lourdes Padilla
• Monica Padilla Froning
• Monica Lourdes Padilla