Anna Fedosova-Caldera
Business Development Officer
anna.caldera@usbank.com
 
Anna Fedosova-Caldera is Vice President and Senior Trust Advisor at US Bank, Private Wealth Management. Anna provides comprehensive and sophisticated estate and tax planning to families, businesses, professional service companies, charities and endowments. Prior to joining US Bank, Anna handled complex trust administration, legal research, discretionary requests and estate settlement at Wells Fargo Bank, Wealth Management division. Anna has more than 14 years of experience in trust administration and fiduciary services. As Trust Officer and Relationship Manager at her previous employer, First Bank, Anna administered and managed all types of trust and agency accounts. In addition to fiduciary services, Anna handled estate settlement, planning for charitable gifting and family business succession as well as financial planning and business development for the Wealth Management Group.

Anna has a Bachelor‘s of Science from Moscow University (MGU) and a Master’s Degree in Finance from Moscow University of Economics, Statistics and Information (MESI). She is a Certified Trust and Financial Advisor (CTFA), and a member of the Orange County Estate Planning Council and the Society of Trust and Estate Practitioners. Anna is fluent in Russian.
STEP ORANGE COUNTY
administrator@stepoc.org
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