Patrick Curran

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

Patrick Curran's Colleagues at Unified Trust Company N.A
Clark Area

Senior Benefits Consultant

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Charlene Samples

Benefit Consultant

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Jennifer Coors

SR Benefits Consultant

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Philip Gould

Institutional Retirement Consultant

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Kim Shea

Senior Benefit Consultant

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Joshua Bean

Software Development Team Lead

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Abigail Vaughn

Business Development Director

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Patrick Curran'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
Charlotte, North Carolina, United States
Company
Unified Trust Company N.A
Patrick Curran'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 Patrick Curran
Patrick Curran currently works for Unified Trust Company N.A.
Patrick Curran's role at Unified Trust Company N.A is Senior Client Consultant.
Patrick Curran's email address is ***@unifiedtrust.com. To view Patrick Curran's full email address, please signup to ConnectPlex.
Patrick Curran works in the Financial Services industry.
Patrick Curran's colleagues at Unified Trust Company N.A are Clark Area, Charlene Samples, Jennifer Coors, Philip Gould, Kim Shea, Joshua Bean, Abigail Vaughn and others.
Patrick Curran's phone number is 859-296-0880
See more information about Patrick Curran