Fewer than 2% of CEOs of financial institutions and less than 20% of executive board members are women, according to the International Monetary Fund (IMF). Why is this important? There are larger consequences for company resilience as well as economic policy at the national and international levels, in addition to the evident lack of opportunities for smart women.

According to the IMF, having more women in top positions is related to having more financial resilience. Additionally, more women in economics might result in alternative economic policy choices, notably in the macroeconomics discipline, which is dominated by men.

Top-ranked financial advisor Anna Fedosova has a proven track record of assisting high-net-worth people in achieving both their short-term and long-term objectives. She has received praise and been featured as “America’s Top Ten Women of Distinction of 2022” and “The 10 Charismatic Women Leaders Inspiring the Business World, 2022,” by Success Pitchers Magazine, and she has been named to the Women We Admire organization’s list of the “Top 50 Women Leaders of Los Angeles” for 2022.

Before joining Sunstone Trust as Chief Fiduciary Officer, she was a Vice President and a Senior Trust Advisor at U.S. Bank, Private Wealth Management. Previously, she was a vice president and a senior trust officer at Wells Fargo Bank’s Wealth Management division.

Anna, who is proficient in English, Russian, and German, relocated from Russia in 2002 after working for a U.S. corporation there in order to take advantage of the opportunity and freedom that America provides. She worked as a trust officer and relationship manager for First Bank’s Wealth Management Group for the first 12 years of her financial career.

Anna is a Registered Trust and Estate Practitioner (TEP) and a Certified Trust and Fiduciary Advisor (CTFA). She is a member of the Orange County Estate Planning Council, Women Lawyers Association of Orange County, Association of Corporate Growth and the Society of Trust and Estate Practitioners (STEP). Anna serves on the board of STEP Orange County and Award Committee of the Association of Corporate Growth, OC Chapter.

Sunstone Trust Company

Sunstone Trust is honored to be one of just eight trust businesses granted a California license. Trust corporations have a rich history of strength and stability in the United States. The Title Guaranty & Trust Company was created as the first in California in 1895, whereas Alexander Hamilton founded the Bank of New York and Trust Company in 1784. Both businesses are still in business today.

Sunstone Trust is reputable and carefully regulated. To make sure it maintains required capital levels and complies with all applicable regulations, innovation is frequently audited. In California, where it has existed for 125 years, the trust firm industry has remained steady.

Its regulators, such as the DFPI Trust Services Division, require it to be adequately capitalized, to separate client assets from business assets, and to scrupulously uphold its obligation to operate as a real fiduciary for its customers.

As a FinTech trust company, Sunstone Trust strives to introduce cutting-edge, tech-driven products and services that would set it apart from conventional trust and financial institutions and draw in new customers in addition to providing excellent wealth management and trust services for its domestic and international clients.

For a long time, the business has been developing a special credit card for both its customers and those in the wealth management sector. With many more improvements to come, Anna is convinced that the Sunstone Trust Company will soon be the go-to wealth management firm that everyone will want to be a part of!

The Chief Fiduciary Officer

“Our greatest glory is not in never falling, but in rising every time we fall.” – Oliver Goldsmith

Establishing fiduciary policies, overseeing the screening of new clients, and ensuring that they receive the precise goods and services required to suit their unique requirements will be Anna’s main responsibilities at Sunstone Trust. She states, “I will personally handle some of the largest client relationships and lead the team in growing the Trust, Fiduciary, and Wealth Management business lines.” She will also be leading and mentoring the trust officers and advisors and promoting their talents both internally and externally. As a member of the C-suite, she will participate in strategic decisions about the company’s direction.

True Leaders Supports and Encourage Others

As Anna finds, leadership is not about being in charge, leadership is about taking care of those in under charge. She believes, a good leader will place the needs of others above his or her own. She says, “What makes you effective as a leader is not the title you hold. Instead, it’s demonstrating an unrelenting focus on helping others succeed in their collective efforts.”

Anna doesn’t believe leadership is about authority or power; it’s about helping others grow, inspiring people to do something they thought they could never do, demonstrating how the impossible is possible, and believing in someone when they didn’t believe in themselves.

As a leader, Anna encourages and inspires her team to go for the impossible. She created and continues to promote a friendly and collaborative environment where each member of the team can thrive and excel. She provides a platform and supports each member to reach his or her potential.

Advice to Achieve Excellency

Finding one passion and remaining interested are Anna’s two pieces of advice for aspiring female leaders. She outlines a few strategies for being an effective leader:

• Always push yourself to learn as much as you possibly can and shoot for the stars.
• Turn your passion into knowledge to gain the respect of your peers and leaders.
• Learn when to speak up and do not be afraid to share your opinions.
• If you want to be evaluated positively for top leadership positions, being a legend in your own mind is not enough.
• Increase your visibility Find ways to demonstrate your work and accomplishments in an informative and humble way.

In the end, she asks every female entrepreneur to never lose their passion and never compromise their integrity.

A Look Ahead to the Future

Anna aspires to be recognized as one of the top executives and most influential figures in the wealth management industry. She looks forward to looking back in five years and is proud of her contribution to the creation of one of Southern California’s most vibrant and successful asset management companies. The company predicts that customers will be begging to employ the amazing private investment funds made available through the business’s platform. She also mentions that Sunstone Trust is introducing its own exclusive credit card for the wealth management sector and that it is working on additional cutting-edge projects. According to Anna, the firm will be the club that everyone wants to join.

Website: www.sunstonetrust.com