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The Exeter Group of Companies — Professionals

Our nationwide 1031 Exchange, trust, agency, and custody account administrators include some of the most knowledgeable and experienced professionals in the industry today.

We Have The Answers You Are Looking For.  Go Ahead, Ask.

Our 1031 Exchange and Trust Administrators are always available to answer your 1031 Tax-Deferred Exchange, Self-Directed IRA, Custody Account, Specialty Holding Escrow, or Title Holding Trust (Land Trust) questions no matter how technical or complicated they might be.  We have the answers that you are looking for.  Go Ahead, Ask!  And, we are bilingual.  We speak English, Spanish and Arabic.  You can reach our Administrators by contacting one of our offices listed below or by calling toll free (866) 393-8377.

Speak With a Senior Administrator Now — 24/7

Our 1031 Exchange and Trust Administrators are available anytime — day or night — to answer any Tax-Deferred Exchange, Self-Directed IRA, Custody Account, Specialty Holding Escrow, or Title Holding Trust (Land Trust) questions you may have. Go Ahead, Ask! Exeter 24/7 Connect

The Exeter Group of Companies — Product and Service Groups

Executive Leadership Group

1031 Exchange Services Group

Retirement and Custody Services Group

Title Holding Trust (Land Trust) Services Group

Specialized Holding Escrow Services Group

Trust Operations Group

Business Development Group

Marketing Services Group

National Corporate Headquarters Office — San Diego, California


William "Bill" L. Exeter

Chief Executive Officer, Chief Trust Officer and President

Phuong Thanh Tran

Executive Assistant to CEO

Amy Doolittle

Receptionist

1031 Exchange Services Group

Maureen H. Brown

Senior Vice President, 1031 Exchange Services Group

Bann Sabaga

Assistant Vice President and Assistant Manager

1031 Exchange Services Group

Patrick Bailon

Senior Administrator — Cheyenne, Wyoming

Tamara I. Al-Nedawi

Exchange Administrator — San Diego, California

Exchange Associate — San Diego, California

1031 Exchange Assistant — San Diego, California

Sydney M. Herrera

1031 Exchange Assistant — Cheyenne, Wyoming

Kristin Allen

Administrative Assistant — San Diego, California

Open Position

Receptionist/Clerical Assistant — Cheyenne, Wyoming

Trust Operations Group

Sharon R. Robertson, CPA

Senior Vice President and Chief Financial Officer, Trust Operations Group

Exeter Trust Company, Cheyenne, Wyoming

Jean Moran

Trust Operations Officer

Exeter Trust Company, Cheyenne, Wyoming

Suzette Irwin, CPA

Trust Operations Group

Exeter Trust Company, Cheyenne, Wyoming

Angelica Flores

Operations Specialist

Exeter Trust Company, Cheyenne, Wyoming

Marketing Services Group

Brenda Doolittle

Marketing Administrator

Business Development Group

Hiba I. Exeter

Assistant Vice President and Business Development Officer

Mark Turok

Business Development Officer

Southwest Office Locations — California

National Corporate Headquarters Office

San Diego, California

Hiba I. Exeter

Assistant Vice President and Business Development Officer

Western Region

Mark Turok

Business Development Officer

Western Region

Los Angeles Regional Office

Los Angeles, California

Open Positions

Business Development Officer

Los Angeles Regional Office

Hiba I. Exeter

Assistant Vice President and Business Development Officer

Western Region

Mark Turok

Business Development Officer

Western Region

Orange County Branch Office

Newport Beach, California

Hiba I. Exeter

Assistant Vice President and Business Development Officer

Western Region

Mark Turok

Business Development Officer

Western Region

Inland Empire Branch Office

Riverside and San Bernardino Counties, California

Hiba I. Exeter

Assistant Vice President and Business Development Officer

Western Region

Mark Turok

Business Development Officer

Western Region

Northern California Branch Office

San Francisco, California

Open Position

Business Development Officer

Western Region

South Central Office Locations - Texas

South Central Regional Office

Dallas, Texas

Suzette Irwin, CPA

Trust Operations Group

Northwest Office Locations — Seattle, Washington

Northwest Regional Office

Seattle, Washington

Open Position

Business Development Officer
Northwest Region

Brenda Doolittle

Marketing Administrator

Marketing Services Group

Mountain Regional Office — Cheyenne, Wyoming

 

Mountain Regional Office

Cheyenne, Wyoming

Sharon R. Robertson, CPA

Senior Vice President and Chief Financial Officer, Trust Operations Group

Exeter Trust Company, Cheyenne, Wyoming

 

Phuong Thanh Tran

Executive Administrative Assistant

Patrick Bailon

Senior Administrator

Sydney M. Herrera

1031 Exchange Assistant — Cheyenne, Wyoming

Angelica Flores

Operations Specialist

Exeter Trust Company, Cheyenne, Wyoming

Open Position

Receptionist/Clerical Assistant — Cheyenne, Wyoming

Midwest Regional Office — Chicago, Illinois

 

Midwest Regional Office

Chicago, Illinois

Regional Manager

Midwest Region

Southeast Regional Office — Ft. Lauderdale, Florida

Southeast Regional Office

Ft. Lauderdale, Florida

Open Position

Business Development Officer
Southeast Region

 

Visit Exeter News Wire for new national branch office announcements coming soon.

 

 

 

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