Margaret McCulloch, CTFA, CRSP
Executive Vice President & COO at Enterprise Trust
📍 Los Gatos, California, United States
Margaret McCulloch is a veteran Executive Vice President and Chief Operating Officer at Enterprise Trust with 37 years of experience in fiduciary management and financial operations. She earned a B. S. in Business Administration from San Jose State University and holds both CTFA and CRSP certifications.
Outside of her professional life, Margaret is an avid hiker who has set a personal goal to visit all 63 U. S. National Parks. She is also passionate about animal welfare and dedicates her time to volunteering at her local animal shelter.
Unique fact: Margaret is on a personal quest to hike in every single one of the 63 National Parks.
Read the full overview →Current Role
Executive Vice President & COO
Location
Los Gatos, California, United States
Personality Overview
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Priorities
Topics Margaret cares about
Fiduciary Management
She has 37 years of experience in all areas of trust administration and fiduciary management.
Comprehensive Fiduciary Expertise
Her professional focus is on serving clients and their families with personalized and comprehensive fiduciary expertise.
Career
Work history
9-1995
Executive Vice President & COO
Enterprise Trust
6-1994 - 9-1995
AVP Trust Officer
Comerica Bank
5-1987 - 6-1994
Trust Officer
Pacific Trust Company
In the press
Media appearances
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Education
Education details unavailable
Cannon Financial Institute Trust School
Education details unavailable
Cannon Financial Institute Retirement Plan Services School
Social presence
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