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...
Bonnie Post is the Director of Client Services, overseeing the Retirement Plan Management team in Denver and remote employee locations. Bonnie’s team is responsible for daily administration and compliance work for more than 800 plans In 2016, Bonnie joined LT Trust,...
Derek Pleasants, Senior Vice President, Client Services for American Trust. He is focused on deepening client and advisor relationships, developing high levels of satisfaction, while leading client service teams in the management and administration of defined...
Shelley Pike is the Transition and Integration Services Director at American Trust. In this role, she leads the transition and integration services teams to ensure a seamless and efficient onboarding experience for all clients joining the American Trust platform. Both...
John Colvard is the Senior Vice President of Plan Compliance at American Trust Retirement and has executive oversight over the day-to-day client servicing and support of LT Trust’s national robo-advisor partners, hundreds of independent advisor partners, and 4,600+...
Chris has been involved in financial services marketing for nearly 30 years – having held senior-level positions with financial services corporations and financial publishers as well as provided marketing support and consulting services to financial institutions and...
Paul has spent over 30 years working at 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 companies as...
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...