Profil
Ms. Ann Rosevear is a President & Chief Trust Officer at Dunham Trust Co.
She contributes comprehensive knowledge in trust and estate administration, asset protection and Nevada business planning, as well as overseeing the firm's adherence to fiduciary, regulatory, and compliance requirements.
As CTO and Relationship Manager, she provides highly attentive services, paying particular attention to risk management issues, discretionary actions, on-going tax planning, communication with co-trustees, beneficiary needs, and professional advisor performance and dedication.
Prior to joining the firm, she spent 14 years as a Principal Attorney at Walsh, Baker, Rosevear & Loomis, P.C.
in Reno, focused primarily on estate and business planning, probate, and investment and annuity transfer and underwriting, managing a multi-state practice.
Postes actifs de Ann Rosevear
| Sociétés | Poste | Début |
|---|---|---|
Dunham Trust Co.
 Dunham Trust Co. Investment ManagersFinance Founded in 1999, Dunham Trust Co. is a privately-held Nevada trust company located in Reno, Nevada. The firm is an affiliate of Dunham & Associates Investment Counsel, Inc., a registered investment advisor and broker/dealer located in San Diego, California. Dunham Trust Co. offers traditional trust services including asset protection, captive insurance investment management, special needs trust, administration, probate services, succession planning and charitable giving, among other services. | President | - |
Anciens postes connus de Ann Rosevear
| Sociétés | Poste | Fin |
|---|---|---|
Ionic Water Technologies, Inc.
 Ionic Water Technologies, Inc. Water UtilitiesUtilities Ionic Water Technologies, Inc. provides water treatment services. The firm develops novel technologies for the environmental and water industry. It offers services such as water quality analysis and scientific consultation, treatment system design, project management, and water quality management. The company was founded by Patrick Moulton in 2002 and is headquartered in Reno, NV. | Directeur Général | - |
Formation de Ann Rosevear
| Gonzaga University | Graduate Degree |
| University of Nevada | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Ionic Water Technologies, Inc.
Ionic Water Technologies, Inc. Water UtilitiesUtilities Ionic Water Technologies, Inc. provides water treatment services. The firm develops novel technologies for the environmental and water industry. It offers services such as water quality analysis and scientific consultation, treatment system design, project management, and water quality management. The company was founded by Patrick Moulton in 2002 and is headquartered in Reno, NV. | Utilities |
Dunham Trust Co.
Dunham Trust Co. Investment ManagersFinance Founded in 1999, Dunham Trust Co. is a privately-held Nevada trust company located in Reno, Nevada. The firm is an affiliate of Dunham & Associates Investment Counsel, Inc., a registered investment advisor and broker/dealer located in San Diego, California. Dunham Trust Co. offers traditional trust services including asset protection, captive insurance investment management, special needs trust, administration, probate services, succession planning and charitable giving, among other services. | Finance |
