Yuliana Carrier

Client Services Associate, Private Client Division at Midland Trust Co. - Sioux Falls, SD, US

Yuliana Carrier's Colleagues at Midland Trust Co.
Kelsey Dineen

Business Development Director

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Amy Ayers

Senior Compliance Associate

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Casey Lopresti

Financial Services Admin

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Alexander Gresham

Junior Salesforce Administrator

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Jacqueline Diaz

Senior Client Service Associate

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Dalton Curtin

Senior Software Developer

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Yuliana Carrier's Contact Details
HQ
N/A
Location
Fort Myers,Florida,United States
Company
Midland Trust Co.
Yuliana Carrier's Company Details
Midland Trust Co. logo, Midland Trust Co. contact details

Midland Trust Co.

Sioux Falls, SD, US • 100 - 249 Employees
Financial Services

Who is Midland?The Midland umbrella of companies is a leading custodial services provider focused on self-directed IRA accounts, 1031 exchanges and private fund custody services. In business since 1994, Midland is focused on providing clients with as many opportunities as possible to defer or eliminate taxes. With thousands of satisfied clients and Billions of dollars in assets under administration, Midland possesses the experience and knowledge to assist clients with their financial goals.Midland is an ESOP CompanyEmployee Ownership empowers its staff to pave the way for the future. In December 2019, Midland and its affiliates became employee-owned via the Midland ESOP Trust. Our employees have an entrepreneurial spirit which sets the company apart. The ESOP allows them to have a say in their company and share in the profit. As a result, employee-owners are adding to their retirement and building and diversifying their financial portfolios.What is self-direction?A self-directed IRA is not a type of IRA, but a little-known way to invest through your IRA. Self-direction allows the investor to expand their portfolio from the typical stocks and bonds available with most IRA companies. The IRS allows you to choose your own investments, such as real estate, futures, foreign currency (forex), notes (loans/mortgages), LLCs, precious metals, energy, or even movie deals! The possibilities of self-direction are endless.

Self Directed IRAs 1031 Exchanges Private Fund Custody 401k Recordkeeping
Details about Midland Trust Co.
Frequently Asked Questions about Yuliana Carrier
Yuliana Carrier currently works for Midland Trust (SD IRAs & 1031s).
Yuliana Carrier's role at Midland Trust (SD IRAs & 1031s) is Client Services Associate, Private Client Division.
Yuliana Carrier's email address is ***@midlandtrust.com. To view Yuliana Carrier's full email address, please signup to ConnectPlex.
Yuliana Carrier works in the Financial Services industry.
Yuliana Carrier's colleagues at Midland Trust Co. are Kelsey Dineen, Amy Ayers, Casey Lopresti, Alexander Gresham, Jacqueline Diaz, Dyllan Moomey, Dalton Curtin and others.
Yuliana Carrier's phone number is N/A
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