Carolann DiMaggio serves as Chief Operating Officer of American Trust Retirement, bringing over 25 years of retirement industry expertise to her role. Before joining American Trust Retirement, Carolann built her impressive career at Vanguard, where she most recently...
Beau Adams serves as President of American Trust Retirement, bringing nearly 3 decades of comprehensive retirement industry leadership to the organization. Before joining American Trust Retirement, Beau served as Vice President and Head of Retirement & Wealth...
Cliff Wallace serves as the Director of Institutional Client Services for American Trust.
Amanda is the Associate Regional Director for the Western and Central territories at American Trust Retirement, assisting clients and advisors during the sales process to ensure successful transitions. Prior to her current position, Amanda honed her skills in...
As EdgeCo Holdings’ General Counsel, Erin advises the company and its subsidiaries, including American Trust Company, on a broad range of legal issues, including transactional, regulatory, and employment matters. Prior to joining EdgeCo, Erin was a commercial...
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...
Kevin McDevitt is the Regional Sales Director for the Central territory at American Trust Retirement. 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...
Jerrod Weiss is the Regional Sales Director for the East territory at American Trust Retirement. In this role, he is responsible for advisor business development and relationship management. With 12 years of business development experience in retirement plans, Jerrod...
Rebekah Meredith is the Regional Sales Director for the Central territory at American Trust Retirement. In her role, she works to help educate advisors on retirement plan options best suited for their clients’ needs and objectives. Having over 12 years of experience...
Angela Durham is the Associate Regional Sales Director for the Eastern territory and Institutional Sales at American Trust Retirement. In this role, she assists both clients and advisors by providing support through the sales process for successful onboarding to our...