EXPERTISE
Institutional Trusts, Rabbi Trusts, 529 Plans, 401k Directed Trusts, Trust Administration, Trust Onboarding, Trustee Services, Client Relationship Management, Business Development, Property & Casualty Insurance, Title Insurance
Patricia Reimann
Director of Institutional Trusts
- Relationship-driven leader focused on client experience and service excellence
- Focused on delivering high-touch onboarding, reporting, and client experience
- Proven entrepreneur who built and sold a high-performing P&C insurance brokerage
- Licensed Property & Casualty (P&C) and title insurance professional
- Community leader with the Cherry Creek Chamber Young Professionals board
- Certificate in Trust Administration, University of Sioux Falls, SD
EXPERIENCE
Patricia Reimann is the Director of Institutional Trusts at Alta Trust, where she leads the onboarding and ongoing administration of the organization’s institutional trust relationships. With a relationship-driven approach, Patricia is known for clear communication and a commitment to ensuring clients always have a responsive, trusted point of contact.
In her role, Patricia oversees key institutional trust functions, including new institutional trust onboarding, ongoing client management and communication, client reporting, quarterly reconciliations, and the development of procedures and processes that support a scalable, client-centric trust operation. She has been instrumental in building and refining the workflows that support this growing area of the business, ensuring operations remain both technically sound and consistently client-centric.
Prior to her work at Alta Trust, Patricia founded Goosehead Insurance, the Rocky Mountain Agency, a property and casualty insurance brokerage she launched in 2020 and sold in 2023 after growing her book from zero to just under $2 million in premiums. She is licensed in Property & Casualty insurance and title insurance and previously built her career in the Colorado title insurance industry. Patricia earned a Certificate in Trust Administration from the University of Sioux Falls in Fall 2025, reinforcing her technical foundation in trust operations and administration.
Away from the office, Patricia brings the same relational mindset to her community involvement. She serves as a Game Day Host for the Denver Broncos’ Club 1977 experience, delivering elevated, relationship-focused hospitality. She is also a board member of the Cherry Creek Chamber Young Professionals.
OTHER CURRENT ROLES
Game Day Host, Denver Broncos Club 1977
Board Member, Cherry Creek Chamber Young Professionals
EDUCATION
University of Sioux Falls, Certificate in Trust Administration
Colorado State University, BA in Apparel and Merchandising
Landmark Forum, Advanced Forum Graduate
PNC Insurance License
Title Insurance License
RESIDES IN
Denver, Colorado
“From day one, I focus on clear communication and setting expectations, so clients always know what to expect and feel comfortable reaching out anytime. I stay adaptable to clients’ needs and keep improving how we serve them.”
– Patricia Reimann, Director of Institutional Trusts, Alta Trust
