Trinity Pension Consultants

Trinity Pension Consultants

Financial Services United States 63 employees
Employees
63
Contacts
4
Emails
4
Phones
2

Trinity Pension Consultants Overview

Headquarters
United States
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
63
Founded
2006
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Trinity Pension Consultants

Since our beginnings in 2006, we have been known in the marketplace for making complex retirement plans simple to understand. Owner Anthony Warren started the company after realizing the need for a better client experience. Today, the company has grown from a two-man operation working out of a garage in Akron, Ohio, to an accredited firm with more than 60 employees. Our geographical footprint continues to grow, and today our territories cover all of Ohio, Kentucky, Indiana, Tennessee, Missouri, and parts of Michigan, Pennsylvania and West Virginia. Every day we strive to bring a fresh perspective to you and your clients. We have the experience and expertise to look beyond a basic 401(k) to identify opportunities the Plan Sponsor or Financial Advisor may never have known existed. Our team of Regional Vice Presidents, Relationship Managers, Administrators, and Actuaries can create a customized and unique retirement plan experience for Financial Advisors and Business Owners.

Trinity Pension Consultants Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
2
50.0% coverage

Trinity Pension Consultants Org Chart

Sample employees and titles
Name Title Contact
Christen (Hostetler) Ellet, Phr HR Manager
Email Phone
Don Dalessando Partner - COO at Trinity Pension Consultants
Email
Sandy Grant Cpc, Qpfa, Chfc Retirement Plan Professional
Email
David Davala Actuary at Trinity Pension Consultants
Email Phone

Employees by Management Level

Manager 10 profiles
Individual contributor 7 profiles
Executive 5 profiles
Associate / junior 2 profiles
Director 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 7 7 3
Executive 5 5 1
Sales 2 2 0
HR 1 1 1
Legal 1 1 0
IT 1 1 0

Trinity Pension Consultants Tech Stack

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