Roberts David

Director of Fiduciary & Invesment Compliance at Unified Trust Company N.A - Lexington, KY, US

Roberts David's Colleagues at Unified Trust Company N.A
Bonnie Harris

Project Manager at Unified Trust, A Division

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Terri Gritton

Senior Mutual Fund Operations Administrator

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Brandon Mayle-George

Bilingual Marketing Manager / CEO

Contact Brandon Mayle-George

Daniel Snodgrass

Business Analyst

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Billy Lanter

Fiduciary Investment Advisor

Contact Billy Lanter

Monika Hubbard

Institutional Consultant, Retirement Services Consulting Group

Contact Monika Hubbard

Jason Purdy

IT Project Manager

Contact Jason Purdy

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Roberts David's Contact Details
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***@unifiedtrust.com
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859-296-0880
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Unified Trust Company N.A
Roberts David'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

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Frequently Asked Questions about Roberts David
Roberts David currently works for Unified Trust Company.
Roberts David's role at Unified Trust Company is Director of Fiduciary & Invesment Compliance.
Roberts David's email address is ***@unifiedtrust.com. To view Roberts David's full email address, please signup to ConnectPlex.
Roberts David works in the Financial Services industry.
Roberts David's colleagues at Unified Trust Company N.A are Bonnie Harris, Terri Gritton, Brandon Mayle-George, Daniel Snodgrass, Billy Lanter, Monika Hubbard, Jason Purdy and others.
Roberts David's phone number is 859-296-0880
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