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@midlandira.com
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2 phones found area 630
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LinkedIn matched
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Adam Sypniewski is listed as Managing Director at Equity Trust at Equity Trust Company, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at midlandira.com, phone signal with area code 630, and a matched LinkedIn profile for Adam Sypniewski.
Adam Sypniewski previously worked as Managing Director at Equity Trust Company and Managing Director at Midland Ira & 1031. Adam Sypniewski holds Bachelor'S Degree, Business Administration And Management, General from Michigan State University.
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AeroLeads found 2 current-domain work email signals for Adam Sypniewski. Compare company email patterns before reaching out.
15+ years simplifying the alternative investment process. Optimizing Self-Directed IRAs and other custody solutions for investors and RIAs. Sales Leader. Interdepartmental Builder and Collaborator.Experience with once-small, evolving FinTech firms in the alternative investment and retirement services industries that have grown at various paces. Building & offering new service offerings, building out support teams, and collaborating with other departments (Development, Compliance, Accounting, etc.) to provide solutions that meet customer feedback. Most recently, dedicated to optimizing outreach & engagement of Sales Team with target audience.
Listed skills include Alternative Investments, Marketplace Lending, Financial Services, Peer To Peer Lending, and 19 others.
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A career timeline built from the work history available for this profile.
Westlake, Ohio, US
Leading New Business Growth Strategy for Institutional Services division of Equity Trust Company. Self-Directed IRAs, including checkbook control, 1031 Exchanges, Alternative Investment Custody
Expanded firm's service offerings to included Private Fund & Document Custody, services that cater to Registered Investment Advisors (RIAs) and other Private Fund managers. Also responsible for growing the firm's self-directed IRA business by uncovering new opportunities with referral sources in the RIA, Private Equity, Venture Capital, Real Estate, Hedge.
Oak Brook, IL, US
Fostered business development for Custody Services through account acquisition and growth in assigned territory. Aimed at providing alternative investment custody solutions at the individual, advisor, and institutional levels while educating retail investors, Registered Investment Advisors (RIAs), Broker-Dealers and Fund Managers/Sponsors on available.
Oak Brook, IL, US
Led service team of account managers during period of rapid growth; open accounts doubled and assets under custody grew from $5.5B to $9B; Developed loan verification and certification process, collaborated on automated function to verify tens of thousands of loans purchased by institutional investors; Trained new hires and approved transactions including.
Oak Brook, IL, US
Serviced multiple advisors with 25+ institutional accounts, totaling over $550M in assets under custody; responsible for billing and collecting fees on a quarterly basis; Provided operational support throughout entire life cycle of account (account opening, asset re-registration, new investment execution, etc.), and managed relationship as primary point of.
Oak Brook, IL, US
Operations - Security Movement & Control, specifically Futures Trading Accounts and Precious Metals
Other employees you can reach at trustetc.com. View company contacts →
Kurt Devries
Colleague at Equity Trust Company
Seattle, Washington, United States, United States
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Lindsay Nowell
Colleague at Equity Trust Company
Elyria, Ohio, United States, United States
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Kelsey Buhrman
Colleague at Equity Trust Company
North Ridgeville, Ohio, United States, United States
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Monica Ketcham
Colleague at Equity Trust Company
Lorain, Ohio, United States, United States
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Jacob Malone
Colleague at Equity Trust Company
Bowling Green, Ohio, United States, United States
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Dalton Curtin
Colleague at Equity Trust Company
Panama City, Florida, United States, United States
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Anthony Sopko
Colleague at Equity Trust Company
Vermilion, Ohio, United States, United States
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Lily Wong
Colleague at Equity Trust Company
Kota Kinabalu, Sabah, Malaysia, Malaysia
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TH
Tammie Hagedorn
Colleague at Equity Trust Company
Rocky River, Ohio, United States, United States
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Goran Soldo
Colleague at Equity Trust Company
Greater Cleveland, United States
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Quick answers generated from the profile data available on this page.
Adam Sypniewski works for Equity Trust Company.
Adam Sypniewski is listed as Managing Director at Equity Trust at Equity Trust Company.
AeroLeads has found 2 work email signals at @midlandira.com for Adam Sypniewski at Equity Trust Company.
AeroLeads has found 2 phone signal(s) with area code 630 for Adam Sypniewski at Equity Trust Company.
Adam Sypniewski is based in Greater Chicago Area, United States, United States while working with Equity Trust Company.
Adam Sypniewski has worked for Equity Trust Company, Midland Ira & 1031, and Millennium Trust Company.
Adam Sypniewski's colleagues at Equity Trust Company include Kurt Devries, Lindsay Nowell, Kelsey Buhrman, Monica Ketcham, and Jacob Malone.
You can use AeroLeads to view verified contact signals for Adam Sypniewski at Equity Trust Company, including work email, phone, and LinkedIn data when available.
Adam Sypniewski holds Bachelor'S Degree, Business Administration And Management, General from Michigan State University.
Adam Sypniewski is listed with skills including Alternative Investments, Marketplace Lending, Financial Services, Peer To Peer Lending, Fund Of Funds, Account Management, Sales, and Client Services.
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