Profile
Ms. Nicole M.
Vance is a Senior Wealth Planning Strategist at Dunham Trust Co. She works with clients on trust and estate planning matters, including advanced wealth transfer strategies and asset protection planning.
She has over fifteen years of experience in trust, tax and estate planning, including tax efficient wealth transfer, asset protection strategies, charitable structuring, and entity formation and business planning.
Prior to joining the firm, she was the Principal Attorney and Owner of the Law Offices of Nicole M.
Vance, and before that she spent five years as Vice President and Senior Wealth Planning Strategist at Wells Fargo Private Bank.
Her previous experience also includes private legal practice with the Nevada law firm that is now Holland and Hart, as well as public accounting firm experience working in the San Francisco office of the Tax and Legal Department of PricewaterhouseCoopers, where she began her career.
Nicole Moschetti Vance active positions
| Companies | Position | Start |
|---|
Former positions of Nicole Moschetti Vance
| Companies | Position | End |
|---|---|---|
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Corporate Officer/Principal | - |
Wells Fargo Bank NA
 Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Corporate Officer/Principal | - |
Training of Nicole Moschetti Vance
| University of California | Graduate Degree |
| University of Nevada | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Wells Fargo Bank NA
Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Finance |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Commercial Services |
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