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 successful history of guiding financial advisors and other key partners to build their business and navigate the intricacies of group retirement plans.
Jerrod held a similar for 9 years at LT Trust, which was acquired by American Trust in 2021. Simultaneously at LT Trust, he also was the Managing Director for their affiliated RIA firm, Plan Strategies, Inc. He started his retirement plan focused career at Empower. Jerrod earned his bachelor’s degree in finance from the University of Wisconsin-Milwaukee. He also holds FINRA Series 65 registration.