Nicole Moschetti Vance
Market Strategist at Dunham Trust Co.
Network origin in Nicole Moschetti Vance first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
3
| Subsidiary | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Nicole Moschetti Vance via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Dunham & Associates Investment Counsel, Inc.
 Dunham & Associates Investment Counsel, Inc. Investment ManagersFinance Dunham & Associates Investment Counsel, Inc. (DAIC) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Jeffrey A. Dunham in 1985 and is wholly owned by Dunham & Associates Holdings, Inc. DAIC offers four types of advisory services: mutual funds, wrap programs, separately managed accounts (SMAs) and investment consulting services. | Investment Managers | Chief Executive Officer | |
Whittier Trust Co.
 Whittier Trust Co. Investment ManagersFinance Whittier Trust Co. is an independent private trust firm headquartered in Pasadena, California. The firm was founded as a family office for the Whittier family in 1935. They provide unrivaled investment, wealth management, fiduciary and philanthropic services for high net-worth families, individuals and foundations across the US. | Investment Managers | Portfolio Manager-Equities | |
| Dunham Funds | Investment Trusts/Mutual Funds | President | |
| San Diego State University | College/University | Undergraduate Degree | |
| Gonzaga University | College/University | Graduate Degree | |
University of Nevada
 University of Nevada Other Consumer ServicesConsumer Services University of Nevada functions as a college and university. It provides education, research, scholarship, creative activities, and clinical services. The company was founded on September 10, 1957 and is headquartered in Las Vegas, NV. | College/University | Undergraduate Degree | |
| Georgetown University | College/University | Undergraduate Degree | |
| The University of Nevada, Reno | College/University | Masters Business Admin | |
4073 Philips Hwy LLC
 4073 Philips Hwy LLC Real Estate DevelopmentFinance 4073 Philips Hwy LLC engages in the provision of commercial real estate services. The company is headquartered in St. Augustine, FL. | Real Estate Development | Director/Board Member |
Statistics
International
| United States | 11 |
Sectoral
| Consumer Services | 6 |
| Finance | 4 |
| Utilities | 2 |
| Miscellaneous | 2 |
Operational
| President | 4 |
| Chief Executive Officer | 3 |
| Undergraduate Degree | 3 |
| Chairman | 2 |
| Founder | 2 |
Most connected contacts
| Insiders | |
|---|---|
| Jeffrey Alan Dunham | 5 |
| Ann Rosevear | 4 |
| Andy Volpp | 4 |
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