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
- Website
- trinitypension.com
- Industry
- Financial Services
- Employees
- 63
- Founded
- 2006
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Christen (Hostetler) Ellet, Phr | HR Manager | United States |
Email
Phone
|
| Don Dalessando | Partner - COO at Trinity Pension Consultants | Strongsville, Ohio, United States |
Email
|
| Sandy Grant Cpc, Qpfa, Chfc | Retirement Plan Professional | Columbus, Ohio, United States |
Email
|
| David Davala | Actuary at Trinity Pension Consultants | Cleveland, Ohio, United States |
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 | 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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