Bonnie Burdett

Bonnie Burdett is a California Licensed Professional Fiduciary (# 24) and has been actively providing services as a private professional fiduciary since 2005. She, along with Joyce Anthony, are co-founders of Prime Fiduciary Services, LLC which provides professional fiduciary services, specializing in trust administration, conservatorship of the person and/or estate, probate administration and payee services. They added two partners to the firm in 2020, Sheila Bradford and Charley Tucker, as part of their succession plan. Ms. Burdett is past Co-President of the PFAC Silicon Valley Chapter, and past Vice President of the Northern California Regional PFAC Board. She is a current member of PFAC, the National Guardianship Association and is a non-attorney member of the Silicon Valley Bar Association. Ms. Burdett is an active member of the Los Altos Rotary Club, where she served as President 2019-2020, and a former member on the board of the Los Altos Rotary Endowment Fund, including a term as President. Ms. Burdett has presented at PFAC annual conferences, PFAC chapter meetings and at Silicon Valley Bar Association meetings. Ms. Burdett has a BA in Sociology from UC Santa Barbara and over 25 years of management experience in the pharmaceutical and health care field, including 5 years consulting as a strategy investor relations consultant advising emerging growth companies on investor relations strategy and tactics. Her experience includes managing multi-million dollar financial plans, assessing and analyzing needs, managing multi-level projects and organizing cross-sectional team efforts.

Learning Objectives will have a focus on reality vs theoretical.
Member Price: $50
Non-Member Price: $70
CE Awarded:
1.0
Presented Date: April 18, 2024
https://pfac-pro.org/speaker/susan-brooksbank-mba-msee-bsme/

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