Patrick Meyer

cfp and director of wealth management client services at UNIFIED - , , Thailand

Patrick Meyer's Colleagues at UNIFIED
Jennifer Steed

director of client services

Contact Jennifer Steed

Warren Leet

director - wealth management advisor partner services

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Lisa Burton

Director of Professional Services

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Alexander Soltero

Security Officer

Contact Alexander Soltero

Cary Dean

Security officer

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Ray Sailer

Manager

Contact Ray Sailer

Chad Sturgill

senior portfolio manager

Contact Chad Sturgill

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Patrick Meyer's Contact Details
Email (Verified)
***@www.unif-id.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
["+44 (0)800 471 8200"]
Location
Company
UNIFIED
Patrick Meyer's Company Details
UNIFIED logo, UNIFIED contact details

UNIFIED

, , Thailand • 11 - 50 Employees
Information Technology and 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

Details about UNIFIED
Frequently Asked Questions about Patrick Meyer
Patrick Meyer currently works for UNIFIED.
Patrick Meyer's role at UNIFIED is cfp and director of wealth management client services.
Patrick Meyer's email address is ***@www.unif-id.com. To view Patrick Meyer's full email address, please signup to ConnectPlex.
Patrick Meyer works in the Information Technology and Services industry.
Patrick Meyer's colleagues at UNIFIED are Jennifer Steed, Warren Leet, Lisa Burton, Alexander Soltero, Cary Dean, Ray Sailer, Chad Sturgill and others.
Patrick Meyer's phone number is ["+18592964407"]
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