Joshua Lee

Clinest Services Analyst at PENSCO Trust Company - San Francisco, CA, US

Joshua Lee's Colleagues at PENSCO Trust Company
Teri Zweifel

internal control analyst

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Nicholas Slaughter

financial services processor

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Valerie Sanchez

financial services processor iii

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Stephen Willoughby

financial services processor ii

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Barbara Ngiralmau

Sr Financial Trust Processor

Contact Barbara Ngiralmau

Matt Camblin

software developer

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Jessica Bliss

financial services processor

Contact Jessica Bliss

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Joshua Lee's Contact Details
Email (Verified)
***@pensco.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
415-274-5600
Location
Company
PENSCO Trust Company
Joshua Lee's Company Details
PENSCO Trust Company logo, PENSCO Trust Company contact details

PENSCO Trust Company

San Francisco, CA, US • 100 - 249 Employees
Financial Services

PENSCO Trust Company, a subsidiary of Opus Bank (NASDAQ: OPB), has been helping investors use their retirement account funds to invest in real estate, private equity and other non-exchange traded assets since 1989. As the trusted custodian of nearly $14 billion in assets on behalf of nearly 49,000 client accounts (as of 9/30/18), PENSCO works with asset sponsors, financial institutions, and financial advisors, as well as self-directed investors who typically have a point of view about alternative investment opportunities based on their own knowledge or expertise.To learn more about PENSCO services and investing in non-traded alternative assets, please visit www.pensco.com or call 1-866-818-4472.

Self-directed IRAs Alternative Investments Alternative Assets Solo (k) Accounts Financial Services Financial Advisory Services
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Frequently Asked Questions about Joshua Lee
Joshua Lee currently works for PENSCO Trust Company, a subsidiary of Opus Bank.
Joshua Lee's role at PENSCO Trust Company, a subsidiary of Opus Bank is Clinest Services Analyst.
Joshua Lee's email address is ***@pensco.com. To view Joshua Lee's full email address, please signup to ConnectPlex.
Joshua Lee works in the Financial Services industry.
Joshua Lee's colleagues at PENSCO Trust Company are Teri Zweifel, Nicholas Slaughter, Valerie Sanchez, Stephen Willoughby, Barbara Ngiralmau, Matt Camblin, Jessica Bliss and others.
Joshua Lee's phone number is 415-274-5600
See more information about Joshua Lee