Clark Area

Senior Benefits Consultant at Unified Trust Company N.A - Lexington, KY, US

Clark Area's Colleagues at Unified Trust Company N.A
Charlene Samples

Benefit Consultant

Contact Charlene Samples

Jennifer Coors

SR Benefits Consultant

Contact Jennifer Coors

Philip Gould

Institutional Retirement Consultant

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Kim Shea

Senior Benefit Consultant

Contact Kim Shea

Joshua Bean

Software Development Team Lead

Contact Joshua Bean

Abigail Vaughn

Business Development Director

Contact Abigail Vaughn

Christopher Anderson

Business Development Consultant

Contact Christopher Anderson

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Clark Area's Contact Details
Email (Verified)
***@unifiedtrust.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
859-296-0880
Location
Cincinnati, Ohio Area
Company
Unified Trust Company N.A
Clark Area's Company Details
Unified Trust Company N.A logo, Unified Trust Company N.A contact details

Unified Trust Company N.A

Lexington, KY, US • 100 - 249 Employees
Financial Services

American Trust, a subsidiary of EdgeCo Holdings, L.P., acquired Unified Trust Company, N.A., a national retirement plan provider and fiduciary, in October 2019. "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 TrustFor more information about the Unified Trust acquisition, visit: https://www.businesswire.com/news/home/20201002005270/en/EdgeCo-Completes-Acquisition-of-Unified-Trust

Financial Services Qualified Retirement Plans Discretionary Trustee Fiduciary Best Practices Prudent Asset Management Comprehensive Plan Governance Practices Wealth Management Retirement Planning CEFEX Financial Advisory Services Investment Banking Asset Management Finance
Details about Unified Trust Company N.A
Frequently Asked Questions about Clark Area
Clark Area currently works for Unified Trust Company N.A.
Clark Area's role at Unified Trust Company N.A is Senior Benefits Consultant.
Clark Area's email address is ***@unifiedtrust.com. To view Clark Area's full email address, please signup to ConnectPlex.
Clark Area works in the Financial Services industry.
Clark Area's colleagues at Unified Trust Company N.A are Charlene Samples, Jennifer Coors, Philip Gould, Kim Shea, Joshua Bean, Abigail Vaughn, Christopher Anderson and others.
Clark Area's phone number is 859-296-0880
See more information about Clark Area