Jason Purdy

IT Project Manager at Unified Trust Company N.A - Lexington, KY, US

Jason Purdy's Colleagues at Unified Trust Company N.A
Kelsey Patterson

Senior Benefit Consultant

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Martin McCoy

Information Security Analyst

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Brett Ervin

Business Analyst

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Jessica Jones

Conversion Administrator

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Marty Lautner

Chief Financial Officer

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Loree Moody

Contribution Processor

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Allison Marquardt

Recordkeeping Consultant

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Jason Purdy'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
Lexington, Kentucky, United States
Company
Unified Trust Company N.A
Jason Purdy'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
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Frequently Asked Questions about Jason Purdy
Jason Purdy currently works for Unified Trust Company N.A.
Jason Purdy's role at Unified Trust Company N.A is IT Project Manager.
Jason Purdy's email address is ***@unifiedtrust.com. To view Jason Purdy's full email address, please signup to ConnectPlex.
Jason Purdy works in the Financial Services industry.
Jason Purdy's colleagues at Unified Trust Company N.A are Kelsey Patterson, Martin McCoy, Brett Ervin, Jessica Jones, Marty Lautner, Loree Moody, Allison Marquardt and others.
Jason Purdy's phone number is 859-296-0880
See more information about Jason Purdy