Annie Hartmann
South Dakota private trust company professional experienced in managing South Dakota situs trusts in excess of $1 billion, both in a single family trust company and bank trust department setting.
- Role
- Consultant and Senior Trust Manager at National Advisors Trust
- Location
- Sioux Falls, SD, US
- LinkedIn followers
- 500 followers
About Annie Hartmann
As a Certified Trust and Financial Advisor (CTFA) with extensive experience spanning…
Experience
Consultant and Senior Trust Manager
Aug 2023 — Present · Sioux Falls, SD, US
Providing support and guidance to South Dakota based private trust companies.
Education
ABA National Graduate Trust Program
Personal Trust
Skills
- Personal Trust Administration
- Trust Services
- Estate Administration
- Multi-Generational Planning
- Multi-Generational Wealth Transfer
- Gst
- Estate Planning
- Trusts
- Wealth Management
- Wealth Management Services
- Investment Advisory
- Asset Allocation
- Financial Advisory
- Private Banking
- Tax
- Investments
- High Net Worth Individuals
- Family Office
- Series 7
- Investment Management
- Alternative Investments
- Asset Management
- Securities
- Investment Strategies
- Wealth
- Trust Management
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