Monica M. Potter

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.