DP Team Members
Tramica Morris
Tramica is a University of Tennessee at Martin alumni, with a degree in Communications. She has been with American Trust for three years, previously working closely with Advisor partners as an Associate Regional Director. Tramica brings over 10 years of retirement...
Kim Gotham
Kim Gotham is the Chief Financial Officer at AmericanTCS. She has over 20 years of experience in Finance and Accounting, entering the financial services industry in 2013. Kim has served as the SVP/Financial Controller for LT Trust Company and Chief Compliance...
Paul Schneider
Paul has spent over 30 years working at the forefront of the FinTech space and leading the operations of some of the largest financial intermediary companies in the industry. He has a long track record of launching successful new businesses inside large companies as...
Nicole O’Connell
Nicole joined American Trust Custody in 2004. Presently, Nicole serves as SVP, Custody Asset Movement & Control, where she oversees her department’s cash movement activities via ACH, wire transfer, check and journal, as well as internal and customer automated cash...
Steven Warden
Steve joined American Trust Custody in 2009 and is the Chief Product Officer. His teams are responsible for maintaining client relations for new and existing partnerships. Steve grew up in Pittsburgh and has a B.S. in Accounting from The Pennsylvania State University.
Sanjoy Nath
Sanjoy Nath serves as the Chief Technology Officer of American Trust Custody, where he leads the software development team and technological advancements. Before joining American Trust Custody in 2021, Sanjoy Worked with several leading national retirement plan...
Brian Lenz
Brian has focused his career on immersing himself in various facets of the retirement plan industry. He began at American Trust Custody, where he held service, sales, and strategic roles, culminating in leadership of the Relationship Management team and spearheading...
Gretchen Friday
Gretchen has been with American Trust Custody since August 2004 and manages both trust operations and trust trading for American Trust Custody. Gretchen has been in the financial services industry since her graduation from the University of Wisconsin-Milwaukee, summa...
Lee Jones
Lee joined American Trust Custody in 2004 and currently serves as Vice President of Trust and Custody Operations where he is responsible for leading the trust trading, unitization, CIT and reconciliation teams for the trust company. Throughout his tenure at American...