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Equity Trust

Venture Capital & Private Equity

Founded: 1974
Headquarters: 1 Equity Way, Westlake, Ohio, 44145, United States
Overview
Location
Ohio, United States
Headquarter
1 Equity Way, Westlake, Ohio, 44145, United States
Contact Number
(440) 323-5491
No of Employees
376 Employees
Industry
Venture Capital & Private Equity
Contact Email
Not Available
Company Type
Private Company
Website
www.trustetc.com
Founded
1974
CEO
Matthew Wheat
Codes
SIC Code 63,637 | NAICS Code 52,523
Annual Revenue
$192.4 Million
Total Funding
Not Available
Recent Funding Amount
Not Available
No of Funding Rounds
0
Social Handles

Company Overview

Founded in 1974 and headquartered in Westlake, Ohio, Equity Trust Company is a financial services company that enables individual investors and financial professionals to diversify investment portfolios using alternative asset classes such as real estate, tax liens, private equity, and precious metals.

Employees by Level

C-Level

14

VP-Level

10

Director

27

Manager

113

Non-Manager

426

Top Contacts

541

Top C-suite Members of Company

Connect with key decision-makers at Equity Trust. View contact details of C-suite executives and leadership team.

NameTitleContact
Matthew WheatChief Executive Officerm****[email protected]
Matthew GardnerChief Financial Officerm****[email protected]
John KishChief Operating Officerj****[email protected]
Mark WellsPresidentm****[email protected]
Beth JerdonekChief Legal Officer & Chief Administrative Ofb****[email protected]
Loretta SaintzControllerl****[email protected]
Stephen PriceGroup Financial Controllers****[email protected]
Matthew WheatChief Executive Officerm****[email protected]
Matthew GardnerChief Financial Officerm****[email protected]
Christopher WetheriDirector, Data Engineering At Equity Trust Coc****[email protected]
Jessica HunleyDirector, Digital Solutionsj****[email protected]
Greg SnyderVice President, Information Technologyg****[email protected]
John KishChief Operating Officerj****[email protected]

Employees Contact

Are you Seeking to connect with decision-makers? Acquire their contact info, including emails and phone numbers, from credible sources like LinkedIn or trusted websites.

NamePositionPhoneEmailProfile
Renee Brown
Chief Product And Strategy Officer
******3750[email protected]
Eve Douglas
Senior Payroll And Ap Specialist
******2000[email protected]
Travis Walker
Product Manager, Web Experience And Digital Marketing Strategist Iii
******0111[email protected]
Kimberly Wampleman
Internal Auditor
******3740[email protected]
Michelle Lee
Vice President Of Marketing
******3740[email protected]
Jenalee Baxendale
Institutional Services Processor
******3256[email protected]
Nathan Staab
Software Application Developer Ii
******7191[email protected]
Vida Horsfield
Application Development Support
******5491[email protected]
Kelly Halladay
Application Developer I
******2637[email protected]
Sarah Law
Client Advisor
******3740[email protected]
Elizabeth Curtis
Assistant General Counsel
******7201[email protected]
Mike Dea
President
******0254[email protected]
Melissa Hernandez
Investment Processor And Quality Control
******3740[email protected]
Jacqueline Bailey
Relationship Manager Team Lead
******1018[email protected]
Shaunnora Buchalter
Client Service Representative Ii
******9744[email protected]
Julieann Fox
Service
*******9685[email protected]
Lydia Carter
Relationship
******3900[email protected]
Timothy Ali
Seniorâ Manager,â Strategyâ Analyticsâ Andâ Clientâ Insight
******3740[email protected]
Brittany Weaver
Client Services Team Lead
******3740[email protected]
Anthony Devito
Quality Assurance Supervisor
******3740[email protected]
Jillian Darby
Project Manager Iii
*******4251[email protected]
Owen Lynn
Account Executive
******8555[email protected]
Raphael Majere
Pc Help Desk Technician
******3740[email protected]
Rachel Reiman
Relationship
******3740[email protected]
Stacie Pataky
Team Lead
******3740[email protected]
Colin Ingalls
Customer Service Representative
******3240[email protected]
Rachel Cain
Senior Manager, Client Experience And Product
******2854[email protected]
Sarah Tornabene
Marketing Data Assistant
*******5491[email protected]
Laura Deitz
Data Entry Specialist-investments
******9033[email protected]
Paul Mendoza
Operations Associate I
******3740[email protected]
Keisha Tingler
Client Service Representative
******0000[email protected]
Brianna Winter
Senior Operations Associate
******3740[email protected]
Jeff Pavic
Sales Support Implementation
******4413[email protected]
Jessica Buckland
Infrastructure Supervisor
******5491[email protected]
Lynda Kane
Salesforce
******3475[email protected]
Barry Fleming
Application Developer Iii
******3740[email protected]
Michelle Goldbach
Investments
*******0386[email protected]
Jake Cipriano
Real Estate Team Lead
******2603[email protected]
Csma Tracy Rosenau
Institutional Marketing
******3750[email protected]
Erind Caku
Operations Associate
******3740[email protected]
Dennis Fleming
Client Service Representative
******3559[email protected]
Connie Carpenter
Senior Manager Quality Assurance And Training
******4862[email protected]
Lee Underberg
Client Services Represetative
*******0231[email protected]
Raynett Mcleod
Team Lead
******2509[email protected]
Jarrod Sennhenn
Financial Analyst
******4666[email protected]
Chris Casa
Senior Manager, Sales Enablement
******6101[email protected]
Philip Stryczny
Operations
******3740[email protected]
Sandra Emser
Executive Assistant
*******5667[email protected]
Diane Kirsch
Senior Business Systems Analyst
******3740[email protected]
Michelle Jonke
Qualified Plans
******3740[email protected]
Lesley Koskey
Manager, Talent And Development
*******8088[email protected]
Amal Doleh
Digital Marketing
******3516[email protected]
Robyn Ketcham
Office The Coo
******2117[email protected]
Allisa Cherni
Operations Precious Metals
******5178[email protected]
Joe Harris
Cst Supervisor
******3740[email protected]
Julieta Dekmak
Compliance
******5252[email protected]
Jane Isham
Finance
******6495[email protected]
Michael Smyth
Cfo
******3740[email protected]
Andy Henderson
Supervisor, Talent Acquisition
******0459[email protected]
Steve Peer
Relationship Manager
******3740[email protected]
Ashley Carter
Operations Associate 1 Account Receivable
******3740[email protected]
Cailynn Moore
Team Lead
*******6641[email protected]
Scott Moyer
Cio
******4727[email protected]
Kevin Heraghty
Business Development Manager
******3740[email protected]
John Sacco
Business Intelligence Solutions Architect
******8200[email protected]
Melva Nelson
Client Service Representative
*******5974[email protected]
Tracy Beckett
Business Governance Analyst
******3740[email protected]
Brandi Bortner
Operations
******3740[email protected]
Hannah Burleigh
Operations
******3740[email protected]
Darlene Began
Client Service
*******5449[email protected]
Stacianne Nieding
Senior Business Analyst
******2588[email protected]
Dan Sullivan
It Support Analyst
*******0970[email protected]
Erik Yuengling
Account Executive
******3740[email protected]
Kevin Fitzpatricdk
Account Support Supervisor
******3740[email protected]
Meghan Yaeger
Account Services Operation Associate
******3740[email protected]
Jason Acord
Account Executive
******9632[email protected]
Troy Kotanides
Business Strategy Analyst
******3740[email protected]
Ana Guerrero
Operation
******3740[email protected]
Shatodra Goode
Account Receivable
******6195[email protected]
Loretta Saintz
Controller
******0684[email protected]
Kelly Goad
Document Management Intern
*******3010[email protected]
Barbara Pelech
Senior Business Analyst
*******7989[email protected]
Amanda Brady
Product Management Client Insight Intern
******9333[email protected]
Jared Greenfield
Senior Managing Director
******2579[email protected]
Mercedes Hart
Ira Email Specialist
*******7973[email protected]
Westley Stump
Senior Interactive Marketing Manager At Equity Trust Company
******9500[email protected]
John Hansing
Business Governance Analyst
******3740[email protected]
Ty Lampkin
Tax Analyst
******7600[email protected]
Michael Cozart
Sales Enablement Effectiveness
******9082[email protected]
Brian Hering
Institutional Investments Precious Metals
******3740[email protected]
Brian Murphy
Retirement Plan
******4794[email protected]
Gregory Duncan
Analyst
*******0758[email protected]
Sandy Harrell
Asset Managment Assoc At Equity Trust Company
******3740[email protected]
Vicki Barone
Fitness Wellness
******3740[email protected]
John Moses
Enterprise Infrastructure It
******3750[email protected]
Preston Dunlap
Qualified Plans Associate
******3740[email protected]
Meghan Hanrahan
Communications And Engagement Specialist
******4989[email protected]
Crystal Dennis
Trust Accounting
******3740[email protected]
Timothy Harden
Application Developer
******3740[email protected]
Susan Muoio
Tax Consultant
******3740[email protected]

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Technology Stack

Technology

Facebook Web Custom Audiences
Facebook Web Custom Audiences

Facebook Web Custom Audiences technology used by Equity Trust

Facebook Pixel
Facebook Pixel

Facebook Pixel technology used by Equity Trust

DocuSign
DocuSign

DocuSign technology used by Equity Trust

WordPress.org
WordPress.org

WordPress.org technology used by Equity Trust

Frequently Asked Questions

What is the address of Equity Trust's headquarters?

Equity Trust is headquartered at 1 Equity Way, Westlake, Ohio, 44145, United States.

How can I contact Equity Trust by phone?

You can reach Equity Trust by calling their customer support number at (440) 323-5491.

What is the official website for Equity Trust?

You can visit Equity Trust's official website at www.trustetc.com.

How much revenue does Equity Trust generate?

Equity Trust reports an annual revenue of approximately $192.4 Million.

What is the SIC code for Equity Trust?

The Standard Industrial Classification (SIC) code for Equity Trust is 63,637.

What is the NAICS code for Equity Trust?

Equity Trust falls under the NAICS code 52,523.

How many people work at Equity Trust?

Equity Trust has a workforce of about 376 employees.

Which industry is Equity Trust part of?

Equity Trust operates in the Venture Capital & Private Equity, Finance industry.

Which technologies are used by Equity Trust?

Equity Trust utilizes technologies like Facebook Web Custom Audiences, Facebook Pixel, DocuSign, WordPress.org.

Who is the Chief Executive Officer (CEO) of Equity Trust?

The CEO of Equity Trust is Matthew Wheat.

How can I get in touch with Equity Trust?

To contact Equity Trust, call (440) 323-5491 or visit their website at www.trustetc.com

Is Equity Trust a publicly traded company?

No, Equity Trust is a private company.

Who are the main competitors of Equity Trust?

Key competitors of Equity Trust include American Funds, Putnam Investments, Guidant Financial, Inspira Financial

Which companies has Equity Trust acquired?

Acquisitions by Equity Trust include Checkbook Control, Equity University, Midland Trust .

Who holds the CFO position at Equity Trust?

Matthew Gardner serves as the Chief Financial Officer (CFO) at Equity Trust.

Where can I find Equity Trust on social media?

You can follow Equity Trust on Linkedin, Twitter, Facebook to stay updated with their latest news and services.

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