Casey’s proven sales leadership will help accelerate our plan to achieve unprecedented company growth. His experience and drive will help propel our organization as we seek to further distinguish ourselves as an industry leader.
CLEVELAND (PRWEB) November 27, 2019
Equity Trust Company, a leading financial services company offering retirement accounts and alternative asset custody for individuals and financial professionals, today announced the appointment of Casey Roberts as Chief Business Development Officer.
“Casey’s proven sales leadership will help accelerate our plan to achieve unprecedented company growth,” said Equity Trust CEO George Sullivan. “His experience and drive will help propel our organization as we seek to further distinguish ourselves as an industry leader.”
Casey brings more than 25 years of investment sales experience to his position. Throughout his career, he has been responsible for leading sales teams and developing integrated marketing programs within various retail investment services organizations such as Santander and Citizens Bank. Roberts is a graduate of Boston College, where he earned a Bachelor of Arts degree in 1986.
As Chief Business Development Officer, Roberts will lead various growth initiatives designed to build upon Equity Trust’s long-standing expertise in offering investors the opportunity to diversify their retirement portfolios by leveraging alternative asset classes.
About Equity Trust Company
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, cryptocurrency, and precious metals. The Equity Trust family of companies offers custodial services for alternative investments and back-office solutions for RIAs, brokerage services, directed trustee services, and more. Equity Trust Company is the trusted custodian and administrator of $25 billion in assets on behalf of more than 170,000 clients (as of 12/31/18). For more information, visit https://www.trustetc.com/