Ricardo Pena-Romero

Institutional service specialist at Forge Trust - San Carlos, CA, US

Ricardo Pena-Romero's Colleagues at Forge Trust
Kelly Eddy

Transfers Out and Liquidation Specialist

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Leanna Lind

Manager-TransfersOut Manager

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Laurel Saraos

Sr. IT Support Administrator

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Fabiana Peluso

New accounts and transfer - in support

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Justin Shelton

Valuation Representative

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Ricardo Pena-Romero's Contact Details
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N/A
Location
Company
Forge Trust
Ricardo Pena-Romero's Company Details
Forge Trust logo, Forge Trust contact details

Forge Trust

San Carlos, CA, US • 100 - 249 Employees
Financial Services

Forge Trust serves over 1.3 million accounts representing $13.5B in assets under custody.Introducing Forge Trust, tech-enabled Custodian offering solutions for public & private market participants. Specializing in custody administration and reporting for a wide range of non-publicly traded alternative investments.IRA Services Trust Company has officially transitioned to our new name and identity as Forge Trust. Building on our 30-year legacy of custody and safekeeping, our new alignment with Forge Global will allow us to broaden the suite of services we offer you. Our parent company, Forge Global provides liquidity opportunities for investors and shareholders in the private markets.We focus on holding whats most important to our clients, offering world class Custody as a Service for both retail & institutional participants.For more information, call (800) 248-8447 or visit www.forgetrust.com

Financial Services
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Frequently Asked Questions about Ricardo Pena-Romero
Ricardo Pena-Romero currently works for Forge Trust.
Ricardo Pena-Romero's role at Forge Trust is Institutional service specialist.
Ricardo Pena-Romero's email address is ***@forgetrust.com. To view Ricardo Pena-Romero's full email address, please signup to ConnectPlex.
Ricardo Pena-Romero works in the Financial Services industry.
Ricardo Pena-Romero's colleagues at Forge Trust are Keniye Moala, Kelly Eddy, Leanna Lind, Stacie Jackson, Laurel Saraos, Fabiana Peluso, Justin Shelton and others.
Ricardo Pena-Romero's phone number is N/A
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