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...
Chad Kohlenberg is the Director of Client Services for American Trust, serving in that role since 2018. In his role, he currently leads the organization’s Relationship Management team. Prior to his current position, Chad was an Internal Sales Representative at...
John Colvard is the Senior Vice President of Plan Compliance, Specialty, and Actuarial Services at American Trust 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...
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...
Mary Jo is a seasoned Human Resources professional with a long track record of providing hands-on expertise across all aspects of HR disciplines. Mary Jo formerly served as an HR Business Partner for FedEx, where she was responsible for a large client area and...
Kevin serves as the Chief Administrative Officer of EdgeCo, working with Senior Management on the acquisition, integration and leadership of financial services organizations. He started his career in the private practice of law as a commercial litigator with the...
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...