Monika Hubbard

Institutional Consultant, Retirement Services Consulting Group at Unified Trust Company N.A - Lexington, KY, US

Monika Hubbard's Colleagues at Unified Trust Company N.A
Jason Purdy

IT Project Manager

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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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Monika Hubbard'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
Louisville, Kentucky Area
Company
Unified Trust Company N.A
Monika Hubbard'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 Monika Hubbard
Monika Hubbard currently works for Unified Trust Company N.A.
Monika Hubbard's role at Unified Trust Company N.A is Institutional Consultant, Retirement Services Consulting Group.
Monika Hubbard's email address is ***@unifiedtrust.com. To view Monika Hubbard's full email address, please signup to ConnectPlex.
Monika Hubbard works in the Financial Services industry.
Monika Hubbard's colleagues at Unified Trust Company N.A are Jason Purdy, Kelsey Patterson, Martin McCoy, Brett Ervin, Jessica Jones, Marty Lautner, Loree Moody and others.
Monika Hubbard's phone number is 859-296-0880
See more information about Monika Hubbard