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- Team
- Tobias Kleitman – President
- Jeffrey S. Towers – Vice President & General Counsel
- Brett King – President & Trust Counsel
- David Wall – Senior VP & Trust Counsel
- Michael Hoggan – Senior VP & Trust Counsel
- Scott Nielsen – Senior VP & Chief Marketing Officer
- Lacey M. Perna – Assistant Vice President and Secretary
- Francine Silverman – Assistant Vice President
- Arge Feotis – Vice President
- Joshua D. Eyre – Assistant Vice President
- Caise Brailsford – Compliance Manager
- Teresa Carolan – Insurance Specialist
- Elizabeth Nakano – Legal Assistant
- Kaitlin Blaker – Administrative Assistant
- Sian Anderson – Legal Assistant
- Scout Curtis-Schiffman – Legal Assistant
- Steve Pesce – Senior VP Customs Brokerage and Compliance
- Karen Granger – Customs Entry Specialist
- Benjamin Cook – Customs Entry Specialist
- Tom Albrechtsen – Information Technology Administrator
- Chris Daly – Chief Financial Officer
- Jodene Sanford – Controller
- Jeffrey Dean – Senior Accountant
- Blake Clouse – Billing and Collections Specialist
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1031 Sales
+1 978.610.1150 -
1031 General
+1 978.610.1234 -
Trust Sales
+1 801.877.0509 -
General Trust
+1 801.877.0478