Alex Kennedy

Investment Model Platform Advisor at Mid Atlantic Capital Group, Inc.

Role: Investment Model Platform Advisor Representative at American Trust Custody
Location: Pittsburgh, PA, US
LinkedIn followers: 500 followers

Sales & Business DevelopmentView LinkedIn profile

About Alex Kennedy

I am an Intermediate Account Manager (Retirement) with Transamerica (TAG), based out of…

Experience

Investment Model Platform Advisor Representative
American Trust Custody
Mar 2021 — Present · Pittsburgh, PA, US
o Provide daily support to client users on Mid Atlantic Trust Company’s proprietary ModelxChange investment modeling technology platformo Provide system/overview demos for prospective clientso Facilitate the setup, onboarding, & training of all new clients

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@americancustody.com
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••

Unlock verified contacts

Free to start · No credit card required

Current company

American Trust Custody

Financial Services · 99 employees · Founded 1983 · Pittsburgh, Pennsylvania, United States

American Trust Custody is part of Mid Atlantic Capital Group, which for more than 40 years has supported investment professionals and financial organizations with tools to help attract, grow, and retain assets. American Trust Custody provides a broad array of sophisticated financial products, technology and support services to registered representatives, investment advisors, and other financial intermediaries including retirement plan TPAs, bank trust departments, independent broker-dealers, and insurance companies. Our success reflects a long-held philosophy of combining the ethic of relationship-centric customer service with a sharp focus on advancing technology to produce operational efficiencies and competitive advantages. In today’s marketplace, customers appreciate American Trust Custody’s financial strength, reputation, and commitment to performance as a non-competitive partner. Mid Atlantic Clearing & Settlement Corporation (“MAC&SC”) is a wholly owned subsidiary of Mid Atlantic Trust Company (d/b/a American Trust Custody). MAC&SC a registered broker-dealer (member FINRA/SIPC) headquartered in Pittsburgh, Pennsylvania. MAC&SC provides cashiering, trade execution, settlement, and custody services for Mid Atlantic Trust Company. MAC&SC is a self-clearing member of the National Securities Clearing Corporation (“NSCC”), a subsidiary of The Depository Trust & Clearing Corporation (“DTCC”), for mutual fund processing services only. MAC&SC enters into and maintains mutual fund selling and servicing agreements for those mutual funds for which it provides settlement services. The NSCC is the primary provider of centralized information services and money settlement for mutual fund transactions, linking funds with their distribution channels. - Mid Atlantic Trust Company d/b/a American Trust Custody, a non-depository state chartered trust company - Mid Atlantic Clearing & Settlement Corporation, a registered broker-dealer, member FINRA/SIPC*

americancustody.com

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

About Alex Kennedy

Experience

Investment Model Platform Advisor Representative

Find verified contacts for anyone on LinkedIn