Roberts David

director of fiduciary and invesment compliance at UNIFIED - , , Thailand

Roberts David's Colleagues at UNIFIED
Patrick Meyer

cfp and director of wealth management client services

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Jennifer Steed

director of client services

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Warren Leet

director - wealth management advisor partner services

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Lisa Burton

Director of Professional Services

Contact Lisa Burton

Alexander Soltero

Security Officer

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Cary Dean

Security officer

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Ray Sailer

Manager

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Roberts David'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
Roberts David'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

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Frequently Asked Questions about Roberts David
Roberts David currently works for UNIFIED.
Roberts David's role at UNIFIED is director of fiduciary and invesment compliance.
Roberts David's email address is ***@www.unif-id.com. To view Roberts David's full email address, please signup to ConnectPlex.
Roberts David works in the Information Technology and Services industry.
Roberts David's colleagues at UNIFIED are Patrick Meyer, Jennifer Steed, Warren Leet, Lisa Burton, Alexander Soltero, Cary Dean, Ray Sailer and others.
Roberts David's phone number is ["+44 (0)800 471 8200"]
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