Jonathan has been in the financial services industry for over two decades and started his career in the retirement plan industry in 2009 working as a sales representative for P&A Retirement Plan Services. In 2012 Jonathan was a founding Partner of Touchstone...
Jerrod Weiss is the Regional Sales Director for the East territory at American Trust. In this role, he is responsible for advisor business development and relationship management. With 12 years of business development experience in retirement plans, Jerrod has a...
Jack is a CU Buffalo alumni, with a degree in Economics. He has been with American Trust for three years, directing the western territory for sales and development as the Regional Sales Director. Jack has over seven years in the retirement industry, with prior roles...
Kevin McDevitt is the Regional Sales Director for the Central territory at American Trust. In his role, he works with advisors to educate and innovate, offering a very competitive turn key 401(k) solution to his clients. He has nearly 10 years of industry experience,...
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...
As the Senior Marketing Manager for EdgeCo's Trust & Custody Division, Tyler plays a vital role in overseeing the delivery and execution of all marketing campaigns across AmericanTCS, which encompasses American Trust Retirement, American Trust Wealth, American...
As Senior Marketing Manager for EdgeCo’s retirement services division, Kim is focused on managing the delivery and execution of all marketing campaigns across AmericanTCS, which includes American Trust Retirement, American Trust Wealth, American Trust Custody and...
