Jason Rubin – Founder
Jason is a Certified Public Accountant, Certified in Financial Forensics, an Accredited Business Valuator and a California Licensed Professional Fiduciary. He has been practicing as a Forensic Accountant full time since 1993. He has participated in hundreds of forensic investigations and litigation support engagements, including testifying as an expert witness. With over twenty years of experience, Jason has also managed complex trust portfolios with real estate and other financial assets valued at over $300 million.
Maya Rubin – Co-Founder
Maya is a bondable California Licensed Professional Fiduciary and has been court appointed as Trustee and Conservator. An MBA graduate of the Pepperdine University Graziadio School of Business and Management, Maya uses her solid business background and results-oriented philosophy to administer to her clients’ estates and meet their financial goals. She also received her Bachelor’s degree in psychology from the University of California at Santa Barbara. Her psychology background helps her evaluate the needs of her conservatees, as well as successfully facilitate conflict resolution among family members and related parties.
Darren Greene – Managing Director
Darren is a Certified Public Accountant with a broad range of experience in tax, financial accounting, contract reporting and financial statement analysis. He has managed a wealth of accounting, auditing and reporting functions over his career. An Economics graduate from the University of California, San Diego, Darren uses his diverse background to analyze and succeed in a variety of complex matters.
Darren has experience managing month-end close processes, journal entries, balance sheet reconciliations and financial statement analytics for both private and large public companies. He has participated in SEC filings and compliance with Sarbanes-Oxley and related internal control functions. His experience includes royalty reporting, consulting on interpretation of complex contractual language as it relates to financial statement reporting, and investigations into extensive accounting data sets to resolve potential financial issues or anticipated disputes. Additionally, he has worked in public accounting preparing tax returns for individuals, C and S Corporations, trusts and estates, as well as Compilation and Review financial statement engagements.
Lisa Ross – Senior Trust Administrator
Serving as a Senior Trust Administrator, Lisa and has over 7 years of experience managing Trusts, Estates, Investments, working closely with families by guiding them through the estate and trust administration process.
Prior to joining CSI, Lisa held various positions in the music, telecommunications and finance industries reviewing and preparing creative briefs, overseeing global launches of re-branding projects, and coordinating and negotiating licenses for recorded music. Her leadership roles in client services and business affairs provide the experience to assist in business development, marketing, networking and cultivating relationships with other attorneys and professionals. Lisa received her Bachelor of Arts from The Pennsylvania State University.