Unified Trust
American Trust, a subsidiary of EdgeCo Holdings, L.P, acquired Unified Trust Company, N.A, a national retirement plan provider and fiduciary, in October 2020. “Americans need strategic support and expansive resources when it comes to planning for a secure retirement future. Providing unbiased and comprehensive advice that helps aspiring retirees achieve better outcomes is core to who we are as a company. American Trust shares this vision, and together, we have the opportunity to amplify our impact.” Dr. Gregory Kasten, Founder & CEO of Unified Trust, Member of the Board of American Trust For more information about the Unified Trust acquisition, visit:
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Verified contacts
29
available on Kipplo
LinkedIn employees
37
51 to 200 range
Open roles
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no listings
Distinct roles
24
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
29 contacts with verified email or phone · masked until revealed.
- RD
Roberts David
Director of Fiduciary & Invesment Compliance · Other
EmailPhone - AC
Angela Coleman
Fiduciary Investment Advisor · Finance & Accounting
EmailPhone - DJ
Diana Jordan
Senior Retirement Plan Consultant · Finance & Accounting
EmailPhone - JH
Jennifer Hale
Program Manager · General Business & Management
EmailPhone - KB
Kim Blanton
Benefit Consultant Manager · Other
EmailPhone - AP
April Payne
Senior Distribution Processor · Supply Chain & Logistics
EmailPhone - BH
Bonnie Harris
Project Manager - Plan Administration and Services · General Business & Management
EmailPhone - JJ
Jessica Jones
Conversion Administrator · Operations
EmailPhone - JM
Jon Meadows
Network Engineer · Information Technology
EmailPhone
Showing 9 of 29 verified contacts
Top roles at Unified Trust
24 distinct titles indexed · top 10 shown.
- 5unified trust company, n a
- 2business analyst
- 1benefit consultant
- 1benefit consultant manager
- 1bilingual assistant
- 1chairman
- 1chief financial officer
- 1conversion administrator
- 1customer service representative
- 1director of business development
- +14more titles
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