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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****t@trustetc.com
Matthew GardnerChief Financial Officerm****r@trustetc.com
John KishChief Operating Officerj****h@trustetc.com
Mark WellsPresidentm****s@trustetc.com
Beth JerdonekChief Legal Officer & Chief Administrative Ofb****k@trustetc.com
Loretta SaintzControllerl****z@trustetc.com
Stephen PriceGroup Financial Controllers****e@trustetc.com
Matthew WheatChief Executive Officerm****t@trustetc.com
Matthew GardnerChief Financial Officerm****r@trustetc.com
Christopher WetheriDirector, Data Engineering At Equity Trust Coc****.@trustetc.com
Jessica HunleyDirector, Digital Solutionsj****y@trustetc.com
Greg SnyderVice President, Information Technologyg****r@trustetc.com
John KishChief Operating Officerj****h@trustetc.com

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
******3750r.......n@trustetc.com
Eve Douglas
Senior Payroll And Ap Specialist
******2000e.......b@hotmail.com
Travis Walker
Product Manager, Web Experience And Digital Marketing Strategist Iii
******0111t.......r@merkleinc.com
Kimberly Wampleman
Internal Auditor
******3740k.......n@trustetc.com
Michelle Lee
Vice President Of Marketing
******3740m.......e@trustetc.com
Jenalee Baxendale
Institutional Services Processor
******3256j.......x@aol.com
Nathan Staab
Software Application Developer Ii
******7191n.......n@techelevator.com
Vida Horsfield
Application Development Support
******5491v.......d@trustetc.com
Kelly Halladay
Application Developer I
******2637k.......y@trustetc.com
Sarah Law
Client Advisor
******3740s.......w@trustetc.com
Elizabeth Curtis
Assistant General Counsel
******7201e.......s@firstmerit.com
Mike Dea
President
******0254m.......a@trustetc.com
Melissa Hernandez
Investment Processor And Quality Control
******3740m.......z@trustetc.com
Jacqueline Bailey
Relationship Manager Team Lead
******1018b.......c@hotmail.com
Shaunnora Buchalter
Client Service Representative Ii
******9744s.......7@case.edu
Julieann Fox
Service
*******9685r.......8@yahoo.com
Lydia Carter
Relationship
******3900l.......r@trustetc.com
Timothy Ali
Seniorâ Manager,â Strategyâ Analyticsâ Andâ Clientâ Insight
******3740t.......i@trustetc.com
Brittany Weaver
Client Services Team Lead
******3740b.......r@trustetc.com
Anthony Devito
Quality Assurance Supervisor
******3740a.......o@trustetc.com
Jillian Darby
Project Manager Iii
*******4251j.......8@case.edu
Owen Lynn
Account Executive
******8555o.......n@ml.com
Raphael Majere
Pc Help Desk Technician
******3740r.......e@gmail.com
Rachel Reiman
Relationship
******3740r.......n@trustetc.com
Stacie Pataky
Team Lead
******3740s.......u@yahoo.com
Colin Ingalls
Customer Service Representative
******3240c.......s@trustetc.com
Rachel Cain
Senior Manager, Client Experience And Product
******2854r.......n@trustetc.com
Sarah Tornabene
Marketing Data Assistant
*******5491s.......e@gmail.com
Laura Deitz
Data Entry Specialist-investments
******9033l.......z@trustetc.com
Paul Mendoza
Operations Associate I
******3740p.......a@trustetc.com
Keisha Tingler
Client Service Representative
******0000k.......r@trustetc.com
Brianna Winter
Senior Operations Associate
******3740b.......r@trustetc.com
Jeff Pavic
Sales Support Implementation
******4413j.......c@nacs.org
Jessica Buckland
Infrastructure Supervisor
******5491j.......d@trustetc.com
Lynda Kane
Salesforce
******3475l.......e@arhaus.com
Barry Fleming
Application Developer Iii
******3740b.......g@trustetc.com
Michelle Goldbach
Investments
*******0386m.......h@trustetc.com
Jake Cipriano
Real Estate Team Lead
******2603j.......o@trustetc.com
Csma Tracy Rosenau
Institutional Marketing
******3750t.......u@huntington.com
Erind Caku
Operations Associate
******3740e.......u@trustetc.com
Dennis Fleming
Client Service Representative
******3559d.......g@specialcounsel.com
Connie Carpenter
Senior Manager Quality Assurance And Training
******4862c.......r@roadrunner.com
Lee Underberg
Client Services Represetative
*******0231l.......g@gmail.com
Raynett Mcleod
Team Lead
******2509r.......d@gmail.com
Jarrod Sennhenn
Financial Analyst
******4666j.......n@agrana.com
Chris Casa
Senior Manager, Sales Enablement
******6101c.......a@nat.com
Philip Stryczny
Operations
******3740p.......y@trustetc.com
Sandra Emser
Executive Assistant
*******5667r.......4@gmail.com
Diane Kirsch
Senior Business Systems Analyst
******3740d.......h@trustetc.com
Michelle Jonke
Qualified Plans
******3740m.......e@trustetc.com
Lesley Koskey
Manager, Talent And Development
*******8088l.......y@trustetc.com
Amal Doleh
Digital Marketing
******3516a.......h@trustetc.com
Robyn Ketcham
Office The Coo
******2117r.......m@aflac.com
Allisa Cherni
Operations Precious Metals
******5178a.......i@yahoo.com
Joe Harris
Cst Supervisor
******3740j.......s@trustetc.com
Julieta Dekmak
Compliance
******5252j.......k@trustetc.com
Jane Isham
Finance
******6495j.......m@trustetc.com
Michael Smyth
Cfo
******3740m.......h@trustetc.com
Andy Henderson
Supervisor, Talent Acquisition
******0459a.......n@hotmail.com
Steve Peer
Relationship Manager
******3740s.......r@trustetc.com
Ashley Carter
Operations Associate 1 Account Receivable
******3740a.......r@trustetc.com
Cailynn Moore
Team Lead
*******6641c.......e@trustetc.com
Scott Moyer
Cio
******4727s.......r@trustetc.com
Kevin Heraghty
Business Development Manager
******3740k.......y@trustetc.com
John Sacco
Business Intelligence Solutions Architect
******8200m.......1@aol.com
Melva Nelson
Client Service Representative
*******5974m.......n@msn.com
Tracy Beckett
Business Governance Analyst
******3740t.......t@trustetc.com
Brandi Bortner
Operations
******3740b.......t@oh.rr.com
Hannah Burleigh
Operations
******3740h.......h@trustetc.com
Darlene Began
Client Service
*******5449d.......n@peoplepc.com
Stacianne Nieding
Senior Business Analyst
******2588s.......g@trustetc.com
Dan Sullivan
It Support Analyst
*******0970d.......s@tmhoh.com
Erik Yuengling
Account Executive
******3740e.......g@trustetc.com
Kevin Fitzpatricdk
Account Support Supervisor
******3740k.......k@trustetc.com
Meghan Yaeger
Account Services Operation Associate
******3740m.......r@trustetc.com
Jason Acord
Account Executive
******9632j.......1@yahoo.com
Troy Kotanides
Business Strategy Analyst
******3740t.......s@trustetc.com
Ana Guerrero
Operation
******3740a.......o@trustetc.com
Shatodra Goode
Account Receivable
******6195s.......e@trustetc.com
Loretta Saintz
Controller
******0684l.......z@sbcglobal.net
Kelly Goad
Document Management Intern
*******3010k.......y@art2ink.com
Barbara Pelech
Senior Business Analyst
*******7989b.......p@kappuscompany.com
Amanda Brady
Product Management Client Insight Intern
******9333a.......y@trustetc.com
Jared Greenfield
Senior Managing Director
******2579j.......d@hotmail.com
Mercedes Hart
Ira Email Specialist
*******7973b.......6@yahoo.com
Westley Stump
Senior Interactive Marketing Manager At Equity Trust Company
******9500w.......p@trustetc.com
John Hansing
Business Governance Analyst
******3740j.......g@trustetc.com
Ty Lampkin
Tax Analyst
******7600t.......n@aerotek.com
Michael Cozart
Sales Enablement Effectiveness
******9082m.......t@trustetc.com
Brian Hering
Institutional Investments Precious Metals
******3740b.......8@yahoo.com
Brian Murphy
Retirement Plan
******4794b.......4@aol.com
Gregory Duncan
Analyst
*******0758g.......1@gmail.com
Sandy Harrell
Asset Managment Assoc At Equity Trust Company
******3740s.......l@trustetc.com
Vicki Barone
Fitness Wellness
******3740v.......e@trustetc.com
John Moses
Enterprise Infrastructure It
******3750j.......s@trustetc.com
Preston Dunlap
Qualified Plans Associate
******3740p.......p@trustetc.com
Meghan Hanrahan
Communications And Engagement Specialist
******4989m.......n@gmail.com
Crystal Dennis
Trust Accounting
******3740c.......s@trustetc.com
Timothy Harden
Application Developer
******3740t.......n@trustetc.com
Susan Muoio
Tax Consultant
******3740s.......o@trustetc.com

Email Formats

Discover the email patterns used at Equity Trust to connect with the right people.

Email FormatExamplePercentage
firstname.lastname@company.comjohn.doe@company.com45%
firstname@company.comjohn@company.com30%
firstinitial.lastname@company.comj.doe@company.com15%
firstname_lastname@company.comjohn_doe@company.com10%

View Email formats of the company.

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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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