Leeann W. Davis serves as President.
Ms. Davis was a Certified Public Accountant in the audit practice of Arthur Andersen. She has served as Chief Financial Officer of a real estate development and management firm and also served as controller for the Los Angeles and San Diego offices of the law firm Baker & McKenzie.
Ms. Davis received her Bachelor of Science degree from the University of Southern California.
Richard H. Patterson, Jr. serves as Chairman and Chief Executive Officer and as a Director.
From 1996 to 2007, Mr. Patterson served as Vice President and General Counsel for the Braille Institute of America. He is a former shareholder in the law firm of Poindexter & Doutre in Los Angeles.
Mr. Patterson earned a Bachelor of Arts degree from Duke University and a law degree from Southern Methodist University. He is a member of the State Bar of California and the State Bar of Texas.
Mr. Patterson has served as president of the boards of the Los Angeles Children’s Chorus and Young and Healthy, and as chair of the boards of Westridge School for Girls and the Episcopal Communities and Services Foundation.
Victoria serves as the President of San Pasqual Fiduciary Trust Company, a Nevada Corporation.
Victoria brings almost 20 years of trust administration, family office, estate planning, and wealth management experience to San Pasqual Trust. Victoria’s wide-ranging experience includes roles as CEO of Family Office Services for Thayer Green & Associates, Executive Vice President and Nevada Regional Manager for Whittier Trust Company, and as a senior advisor for a boutique multi-family office and investment firm. Victoria began her career as an attorney, specializing in estate planning, taxation, trust administration, and the law of tax-exempt organizations.
Victoria earned a Bachelor of Arts degree in History, cum laude from Colgate University and a J.D. from University of California, Davis School of Law. In addition, she earned her LL.M. in Taxation and her Estate Planning Certificate from Georgetown University Law Center. Victoria has obtained the Chartered Advisor in Philanthropy (CAP®) designation and is a certified Trust and Estate Practitioner (TEP).
Mimi White joined San Pasqual Trust in 2011 and serves in the role of Senior Vice President of Trust Operations.
Mimi oversees the day-to-day work of the Operations team, including trust accounting, investment operations, compliance, onboarding, and other functions. Mimi began her career in market research and statistics, and later served as treasurer and auditor of the Parent Teacher Association for South Pasadena Unified School District.
She holds a Bachelor of Arts in Psychology from Occidental College.
As San Pasqual Trust’s Senior Vice President and Chief Fiduciary Officer, Monica Potter is responsible for overseeing the Trust Administration team and associated general risk management.
Since joining the firm as a Trust Officer in 2013, she has had significant experience working on both the Trust Administration and Operations sides of San Pasqual Trust’s business, most recently as Chief Operating Officer. She is a Certified Trust Financial Advisor and a certified paralegal with extensive experience in estate planning, probate and trust administration.
Monica earned a Bachelor of Science degree from Mount St. Mary’s College in Los Angeles, where she majored in Business Administration. She is also a licensed real estate broker.
Armando R. Salinas serves as Chief Financial Officer and has been with the firm in this capacity since 2012. He graduated from Loyola Marymount University with a Bachelor of Science degree in Accounting.
Mr. Salinas started his career at Arthur Andersen, where he earned his CPA license and has held positions in finance and as controller in a number of industries, including hospitality, entertainment, and professional services firms.
Leeann W. Davis serves as President.
Ms. Davis was a Certified Public Accountant in the audit practice of Arthur Andersen. She has served as Chief Financial Officer of a real estate development and management firm and also served as controller for the Los Angeles and San Diego offices of the law firm Baker & McKenzie.
Ms. Davis received her Bachelor of Science degree from the University of Southern California.
Richard H. Patterson, Jr. serves as Chairman and Chief Executive Officer and as a Director.
From 1996 to 2007, Mr. Patterson served as Vice President and General Counsel for the Braille Institute of America. He is a former shareholder in the law firm of Poindexter & Doutre in Los Angeles.
Mr. Patterson earned a Bachelor of Arts degree from Duke University and a law degree from Southern Methodist University. He is a member of the State Bar of California and the State Bar of Texas.
Mr. Patterson has served as president of the boards of the Los Angeles Children’s Chorus and Young and Healthy, and as chair of the boards of Westridge School for Girls and the Episcopal Communities and Services Foundation.