One Team. Specialized Expertise Across the Exeter Organization.
Our nationwide professionals support 1031 exchanges, trust and custody accounts, self-directed retirement plans, specialty holding escrows, title holding trusts, and related services. Clients and advisors can begin with one knowledgeable contact and gain access to the appropriate expertise across the organization.
We are multilingual: English, Spanish, Arabic, and Farsi. Toll free: (866) 393-8377
Meet the Exeter Team
Each professional brings a distinct area of expertise. Exeter coordinates the right people and company resources based on the transaction, account, or question.
William L. Exeter
Chair and Chief Executive Officer
Maureen H. Brown
Vice-Chair, President and Chief Operating Officer
Brett L. Davis
Senior Vice President and Chief Trust Officer
Hiba I. Exeter
Vice President, Treasurer and Business Development Officer
Amanda J. Brynoff
Vice President and Controller
David M. Peterson, Esq.
Vice President and Compliance Officer
Lauren H. Speidel
Vice President and Regional Manager
Phuong T. Tran
Assistant Vice President and Chief of Staff
Alineh Mouradian
Business Development Officer
Amy Doolittle
Receptionist and Office Assistant
Amy Freeman
Custody Services Specialist
Brenda Doolittle
1031 Exchange Administrator
Cole Walters
Business Development Officer
Jazmarie Capps
Senior 1031 Exchange Account Specialist
Kimberly Lopez-Sanchez
Receptionist and Office Assistant
Kristin Melara
1031 Exchange Assistant
Leah Lamb
Receptionist and Office Assistant
Patricia Nogo
Accounting Specialist
Samara Khasru
Receptionist and Office Assistant
Steven Knight
Exchange Officer
Sydney Herrera
Exchange Associate
Tamara I. Al-Nedawi
1031 Exchange Officer
Specialized Companies. One Exeter Experience.
Each company performs a distinct role, while the people behind those companies work together to provide one coordinated experience for clients and professional advisors.
The Exeter Group, LLC
Corporate leadership, strategic direction, and organizational oversight across the Exeter platform.
Exeter 1031 Exchange Services, LLC
Qualified intermediary and exchange administration services for Forward, Reverse, Improvement, and other specialized exchanges.
Exeter Trust Company
Regulated trust, custody, retirement account, qualified trust account, and specialty escrow services.
Exeter Asset Services Corporation
Exchange accommodation titleholder and property parking services for qualifying Reverse and Improvement Exchanges.
Exeter Management Corporation
Management, consulting, technical review, and advisory support within the Exeter organization.
Career Opportunities at Exeter
Exeter continues to invest in exceptional professionals across exchange services, trust operations, administration, finance, and business development.
1031 Exchange Transaction Coordinator
Support exchange administration, transaction coordination, documentation, and client service within Exeter 1031 Exchange Services.
Exchange Services Opportunities
Additional opportunities may be available for professionals interested in exchange operations, administration, and client support.
Southwest Regional Office Opportunities
Explore opportunities supporting clients, advisors, and exchange transactions through Exeter's Southwest Regional Office.
Corporate Finance Opportunities
Opportunities may be available within Exeter's accounting, finance, reporting, and corporate administrative functions.
Interested in joining Exeter?
Contact Exeter to learn more about current openings, qualifications, and the application process.
Contact ExeterReach the Exeter Office Supporting Your Needs
The Exeter Group, LLC
Exeter 1031 Exchange Services, LLC
404 Camino del Rio South, Suite 600San Diego, CA 92108
(619) 239-3091 Office
(866) 393-8370 Toll Free
(619) 822-1571 Fax
Exeter Trust Company
Exeter Asset Services Corporation
205 Storey Boulevard, Suite 200Cheyenne, Wyoming 82009
State of Washington Required Notice
Washington state law, RCW 19.310.040, requires an exchange facilitator to either maintain a fidelity bond in an amount of not less than one million dollars that protects clients against losses caused by criminal acts of the exchange facilitator, or to hold all client funds in a qualified escrow account or qualified trust that requires your consent for withdrawals. All exchange funds must be deposited in a separately identified account using your taxpayer identification number. You must receive written notification of how your exchange funds have been deposited. Your exchange facilitator is required to provide you with written directions of how to independently verify the deposit of the exchange funds. Exchange facilitation services are not regulated by any agency of the state of Washington or of the United States government. It is your responsibility to determine that your exchange funds will be held in a safe manner.
We Have the Answers You Are Looking For. Go Ahead, Ask.
Whether your question is straightforward or highly technical, Exeter can connect you with the appropriate exchange, trust, custody, compliance, finance, operations, or regional specialist.
Speak With a Specialist