| Name | Title | Contact Details |
|---|---|---|
Daniel Trevino |
Assistant General Counsel | Profile |
Strategic growth advisor to FinTech and Wealth Management organizations
Purposeful Design is a Christian ministry that exists to help rebuild lives of individuals who have struggled with addiction, homelessness, incarceration and other obstacles; to equip them with valuable work skills; and to provide the gift of work (Genesis 2:15, Matthew 28:16-20, Ephesians 2:8-10).
We serve as part-time or full-time interim CFOs, or work on a project basis to find solutions during periods of transition or critical need. Clients are typically closely held and/or managed, with our direction received from the CEO, owners, or the Board of Directors. We often work closely with executive managers to identify and resolve key issues and develop financial strategies supporting long term objectives.
InterWest was founded in 1992 as a result of the merger of three large successful insurance brokerage firms located in Northern California. Our aggressive entrepreneurial and acquisition efforts have extended our footprint into Central California and the San Francisco Bay Area. Our unyielding commitment to reinvesting in our staff, diversified products & services and innovative technology consistently places us among the top performing insurance and consulting brokerages in the country. We offer unparalleled expertise in all lines of property and casualty, workers compensation, employee benefits and personal insurance coverages, as well as a full range of surety products. Although we operate principally in California, we are licensed to write business in all 50 states and staffed to service clients with locations throughout the nation.