Jeff Atwell brings 40 years of qualified plan experience to the clients of FiduciaryxChange. Jeff is the definition of professionalism and experience in the retirement plan industry. He brings a tremendous wealth of knowledge in the areas of third-party...
Brian has focused his career on immersing himself in various facets of the retirement plan industry. He began at Mid Atlantic Trust Company, where he held service, sales, and strategic roles, culminating in leadership of the Relationship Management team and...
Mr. Schneider has spent over 30 years working on the forefront of the FinTech space and leading the operations of some of the largest financial intermediary companies in the industry. He has a long track record of launching successful new businesses inside large...
As President of American Trust Company, James serves the Company’s broad governance issues, including fiduciary, financial, regulatory, and risk management. James joined American Trust Company, previously named First Mercantile Trust, in 2003 as the Chief Operating...
Juan joined AmericanTCS in April 2022 to lead the team with the Hub+ application. Juan and his team oversee Hub+ development, customer services and operations support for various large institutional retirement plan providers in the industry. Prior to joining...
Howard Insley is the Chief Strategy Officer of American Trust. In this role, he oversees operations, administration, onboarding and the participant experience teams for American Trust. With 30 years of experience in the financial services, Howard has a history...
Kim Gotham is the Chief Financial Officer at AmericanTCS. She has over 20 years of experience in Finance and Accounting, entering the financial services industry in 2013. Kim has served as the SVP/Financial Controller for LT Trust Company and Chief Compliance...
Tim has been in the financial services industry since he graduated from John Carroll University, Cleveland, OH in 1984. His career began with Federated Investors, Inc. where he worked with banks, savings and loans, and trust departments representing asset management...