PRESIDENT
Barbara
Van Zomeren
EVP/COO,
Ascensus
VP, MEMBERSHIP
Kelli
Click
President,
STRATA Trust Company
TREASURER
John
Perugini
General Counsel,
Millennium Trust Company
SECRETARY
Jeff
Worley
SVP of Risk Management,
GoldStar Trust Company
CONFERENCE CO-CHAIR
Kaaren
Hall
CEO/President,
uDirect IRA Services
CONFERENCE CO-CHAIR
Elizabeth
Curtis
General Counsel,
Equity Trust Company
BOARD MEMBER
Tamara
Wendoll
EVP/COO,
Pacific Premier Trust
BOARD MEMBER
Scott
Schwartz
EVP & General Counsel,
Delaware Depository
BOARD MEMBER
Bill
Humphrey
CEO,
New Direction Trust Company
BOARD MEMBER
Jerry
Lueger
Senior VP,
CNB Custody