Kim Shea

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

Kim Shea's Colleagues at Unified Trust Company N.A
Joshua Bean

Software Development Team Lead

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Abigail Vaughn

Business Development Director

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Christopher Anderson

Business Development Consultant

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Elizabeth Brown

Client Administrative Specialist

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Drew Almy

Advisor, Retirement Plan Services

Contact Drew Almy

Kevin McShane

Chief Creative Officer

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Christina Crawford

Chief Operating Officer/Chief Risk Officer

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Kim Shea'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
Whitestown, Indiana, United States
Company
Unified Trust Company N.A
Kim Shea'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 Kim Shea
Kim Shea currently works for Unified Trust Company N.A.
Kim Shea's role at Unified Trust Company N.A is Senior Benefit Consultant.
Kim Shea's email address is ***@unifiedtrust.com. To view Kim Shea's full email address, please signup to ConnectPlex.
Kim Shea works in the Financial Services industry.
Kim Shea's colleagues at Unified Trust Company N.A are Joshua Bean, Abigail Vaughn, Christopher Anderson, Elizabeth Brown, Drew Almy, Kevin McShane, Christina Crawford and others.
Kim Shea's phone number is 859-296-0880
See more information about Kim Shea