
TRUST ASSISTANT, TAX COORDINATOR, SPECIAL PROJECTS
PROFESSIONAL EXPERIENCE
Rita joined Peak Trust Company as a result of the recent merger with Alaska USA Trust Company, where she worked as a Trust Assistant for two years after coming out of retirement. Prior to her retirement she was a Trust Officer for another Alaskan trust company. She has an extensive 25 – year background in banking which started in Central and Western Washington, and included banks in Fairbanks and Anchorage, in various segments of the industry. That experience in account services, commercial lending, real estate lending, commercial construction lending, tax analysis and various administrative positions, prepared her well for trust services. In trust services, she specialized in agency accounts, profit sharing accounts and IRAs, as well as estate settlements. At PTC, Rita specializes in coordinating the preparation of client tax returns and special projects.
EDUCATION & PROFESSIONAL DEVELOPMENT
Rita graduated magna cum laude from the University of Alaska with a BA in Business, Accounting major, Law minor and an AA in Banking. She was formerly a “qualified” CPA. She at one time in her career owned her own small business in accounting services and was a licensed realtor.
“I so enjoy working in the trust business, especially Peak Trust Company, where attention to detail is a highly important key for success and everyone in the company is keenly aware of that.”