Directed Trust Company
Directed IRA provides industry leading self-directed IRA accounts to investors across the U.S. Most account holders at Directed IRA are using their retirement plan funds to invest in non-publicly traded investments such as real estate, private funds, LLC/LP, IRA/LLCs (aka, checkbook control IRAs), precious metals, notes, starts ups and small business, and Bitcoin and cryptocurrency. Directed IRA is a trade-name of Directed Trust Company and was founded by tax attorneys Mat Sorensen and Mark J. Kohler. Our founders are well-known authorities in the field who have been advising self-directed clients since 2005. Here are some details of our business structure- Regulated Trust Company by the Arizona Department of Financial Institutions- We follow strict capital requirements required by licensed financial institutions- Annual outside audits by third-party CPAs- Regular examinations by our banking department regulators- Financial institution insurance and bonding.
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Verified contacts
46
available on Kipplo
LinkedIn employees
52
51 to 200 range
Open roles
1
across 1 depts
Distinct roles
39
indexed titles
Tech stack
2
tools in use
Monthly traffic
5.2K
organic / mo
Hiring · 1 open positions across 1 departments
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Decision-makers and verified team members
46 contacts with verified email or phone · masked until revealed.
- JS
Jessica Scott
Director of Operations · Operations
EmailPhone - LM
Lindsay Mersino
Executive Director, Client Services · Customer/Client Service
EmailPhone - MC
Mike Catalano
VP of Technology · Information Technology
EmailPhone - NH
Nate Hare
Vice President of Sales and Strategic Relationships · Sales & Business Development
EmailPhone - DT
Daniel Tercey
Senior Account Executive and Relationship Manager · Sales & Business Development
EmailPhone - KW
Kyla White
Manager, Client Services · Customer/Client Service
EmailPhone - MD
Martine Darby
Manager, Investment Transactions · Finance & Accounting
EmailPhone - CM
Christopher Macy
Customer Service Representative · Customer/Client Service
EmailPhone - JD
John Desantiago
Business Development · Sales & Business Development
EmailPhone
Showing 9 of 46 verified contacts
Top roles at Directed Trust Company
39 distinct titles indexed · top 10 shown.
- 2client services representative
- 2client services team lead
- 1&,
- 1account representative transaction processor
- 1accounting controller
- 1accounts payable processor
- 1accounts receivable manager
- 1affiliate & business development administrator
- 1business development
- 1business development associate
- +29more titles
Sign up to unlock all 46 contacts at Directed Trust Company
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