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...

Tramica is a University of Tennessee at Martin alumni, with a degree in Communications. She has been with American Trust for three years, previously working closely with Advisor partners as an Associate Regional Director. Tramica brings over 10 years of retirement...

Nate has been in the retirement industry and with the organization since he graduated college over five years ago. He started with Mid Atlantic Trust Company where he has held various sales positions working with financial advisors, asset managers, and financial...

Keith has over 20 year’s experience in various aspects of the retirement industry. His background includes a wide range of skills including call center, conversion, account administration, relationship management, product development, fiduciary management, investment...

Denis has spent his entire career in the financial services industry in a variety of roles. The first 15 years of his career were spent at Fidelity Investments as an investment consultant assisting his financial advisor clients in creating optimal portfolios for...