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Roberts David - Email & Phone Number

Director of Fiduciary & Invesment Compliance at Unified Trust

Roberts David is based out of Lexington, Kentucky, United States and works at Unified Trust as Director of Fiduciary & Invesment Compliance.

Roberts David's Contact Information

Latest update
April 27, 2024
Location
Lexington, Kentucky, United States

Roberts David's Work History

Director of Fiduciary & Invesment Compliance
Unified Trust
Oct 2001 - Present

Roberts's current employer

Unified Trust logo

Unified Trust

Description
HQ Location
Lexington, KY, United States
Number of employees
51-200
Industry
Financial Services
Latest update
May 1, 2024

Frequent questions about Roberts David

What company is Roberts David working for?
Roberts David works for Unified Trust.
What is Roberts David's function at Unified Trust?
Roberts David is Director of Fiduciary & Invesment Compliance at Unified Trust.
Where is Roberts David based?
Roberts David is based out of Lexington, Kentucky, United States.
Who are Roberts David's co-workers?
Roberts David's colleagues are Patrick Meyer, Abigail Vaughn, Warren Leet, Kevin Avent, Timothy Wisner, Clark Area, Billy Lanter, James Keyser, Allison Marquardt, Michael Samford, Jack Brown, Diana Jordan, Angela Coleman, Marty Lautner.
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Roberts's co-workers

Patrick Meyer avatar
Patrick Meyer
Director and Investment Advisor
Abigail Vaughn avatar
Abigail Vaughn
Business Development Director
Warren Leet avatar
Warren Leet
Director - Wealth Management Advisor Partner Services
Kevin Avent avatar
Kevin Avent
Managing Director - Wealth Management
Timothy Wisner avatar
Timothy Wisner
Manager Network Support
Clark Area avatar
Clark Area
Senior Benefits Consultant
Billy Lanter avatar
Billy Lanter
Fiduciary Investment Advisor
James Keyser avatar
James Keyser
Investment Research Analyst
Allison Marquardt avatar
Allison Marquardt
Recordkeeping Consultant
Michael Samford avatar
Michael Samford
Digital Advice Manager
Jack Brown avatar
Jack Brown
Chief Financial Officer
Diana Jordan avatar
Diana Jordan
Senior Retirement Plan Consultant
Angela Coleman avatar
Angela Coleman
Fiduciary Investment Advisor
Marty Lautner avatar
Marty Lautner
Chief Financial Officer
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