Date Published: December 9, 2013
Summary PPT Deck: 21 Slides
Reference PPT Deck: 82 Slides
Trust Company of America was founded as The Franklin Trust Company in 1972 and is based in Centennial, CO. The firm has gathered 104,000 accounts & $12.0 billion assets under administration. Trust Company of America is led by its Chairman Steve Finn & CEO David Barry. Its web site can be found at www.trustamerica.com.
Trust Company of America's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
- The Franklin Trust Company Phase
- Trust Company of America Phase
- Steve Finn Phase
- Maturization Phase
Its profile includes the key statistics of the firm, including its number of employees, institutional clients, accounts, assets under administration, revenues, & net profits.
Its profile includes detailed outlines of its core businesses:
- Fee-Based Financial Advisor Custody
- Third-Party Administrator Custody
And its profile concludes with the highlights of its organizational structure & ownership.