Cathleen joined the CSC team in 2014. Her background includes over 16 years of banking and financial experience and she has been providing her expertise to licensed professional fiduciaries for the past seven years. Cathleen oversees all aspects of client financial management, including annual accountings using the rigorous Court format, RMDs, tax payments, audits, and bank and brokerage reconciliations. In addition, Cathleen manages the CSC financial records and acts as liaison with our CPA to maintain Corporate tax compliance and oversight. Cathleen received a Bachelor of Science Degree in Business Management and Marketing from Sacramento State University.