Equity Trust Company
Equity Trust Company

Equity Trust Company Information

Contact top employees from Equity Trust Company

Summary

Equity Trust Company is a private company that has been in the industry for 51 years. The company currently specializes in the Financial Services, Banks, Investment Banking & Brokerage areas. The position of the CEO is occupied by George Sullivan. Its headquarters is located at Westlake, Ohio, USA. The number of employees ranges from 250 to 500. The annual revenue of Equity Trust Company varies between 5.0M and 25M. To connect with Equity Trust Company employee register on SignalHire.

Industries

Financial Services

Headquarters Location

Employees Size

200-500 employees

Specialties

Self-Directed IRA, Real Estate IRA, IRA Custodians, Alternative Investments, Financial Education, Alternative Assets, Precious Metals, Rollover Solutions, Advisor Services, Tax-Advantaged Investment Strategies

SIC Code

6199, 6411

DMA Code

Cleveland Metropolitan Area

Founded

1974

Estimated Annual Revenue

$5.0M - 25M

Operating Status

Independent Company

Contact Equity Trust Company

Organization Website

Social Links

linkedIn

Phone Number

8885947844

Competitors

Founded
Type
Employees
Revenue
Funding
1989Public
Company
100 - 250 10M $3M
2015Privately
Held
1 - 25 8.6M $30.6M
2018Privately
Held
25 - 100 2.6M $13.6M
1981Privately
Held
25 - 100 20M $0
2000Privately
Held
250 - 500 141.9M $0
2003Public
Company
25 - 100 10M $0
1989Privately
Held
100 - 250 4.9M $0

Employees Turnover 3 quarter 2025

Number of employees switched from or switched to
arrow
Total number all of employee turnover
Current employees switched from
Number of employees by department
arrow
Total number all of employee turnover
Length of Employment
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Employee tenure at Equity Trust Company shows a diverse range of experience levels:
4% have been with the company for less than 1 year21% for 1–2 years16% for 3–4 years10% for 5–7 years13% for 8–10 years36% have over 11 years of service at Equity Trust Company
Ex-employees positions
In Company
In New Company
Contact top employees from Equity Trust Company
Ellie Vespera
Salesforce Administrator
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Scott Locker
Investment Processor private equity
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Casey Roberts
Chief Business Development Officer
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Pete DiDonato
Account Executive
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Lori Hartigan
Senior Marketing Manager, Commercial Solutions
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Dasia Smith
Onboarding Specialist
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Jamie Darby
Private Client Acquisition
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Jamie Adams
Accounting Associate
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Nikola Ognjanovic
Head of Brokerage Technology
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Doug Naelitz
Trust Accounting Operations Analyst III
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Tina McClintock
Client Relations Specialist
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Katherine Lewis
Investment processor
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David Weinstein
Senior Product Manager, Modern Finance
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Joan Dudash
Client Services
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Jesse Briley
Senior Manager, Marketing Engagement
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Brittany Bess
Operations Associate III
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Paul Herbes
Account Executive II
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Brian French
Investment Processor- Private Equity
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David Shaw
Senior Security Engineer
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Ryan Rini
Document Management Specialist
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Anna Hirz
Dedicated Operations Associate
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Rene Maynard
Manager, Qualified Plans
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Neil Schroeder
Client Success Leadership
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Jay Jensen
Trust Operations Supervisor II
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Katie Wittine
Application Developer II
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Shawn Roberts
Senior Software Engineer
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Tracy Beckett
Operations Analyst
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Max Berger
Onboarding Specialist
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Rachael
Project Manager II
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Jason Acord
Client Success Manager
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FAQ

Equity Trust Company operates in the Financial Services industries. More details can be found on the official website: trustetc.com.
The headquarters of Equity Trust Company are located in Westlake, United States.
The current CEO of Equity Trust Company is George Sullivan
You can contact Equity Trust Company by phone at 8885947844.
Equity Trust Company currently employs 200-500 people.
Equity Trust Company's revenue is approximately 9.5M.
Well-known competitors of Equity Trust Company include PENSCO Trust Company, a subsidiary of Opus Bank, Alto, Rocket Dollar, Inc. and The Entrust Group.
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