The Entrust Group

CFSO overseeing long-term financial planning, corporate strategy, accounting operations, and treasury management. Joined in 2026 after more than two decades in banking at Wells Fargo in San Francisco.

Director of Information Technology leading cybersecurity and IT operations since joining Entrust in 2023, with over two decades of senior technology experience in financial institutions.

COO overseeing the Sales, Marketing, Operations, and Technology divisions, with nearly a decade of leadership at Entrust focused on operational excellence and client experience.

Director of Sales and EVP with over two decades of sales leadership experience across healthcare, higher education, and technology, including roles at Radformation, Ellucian, and IBM Watson Health.

Chief Compliance Officer leading compliance and risk management since joining Entrust in 2010, having previously held roles including Director of Sales and Chief Financial Officer.

Controller overseeing accounting and finance functions, including financial reporting, treasury, tax compliance, and corporate governance, since joining Entrust in 2005.

Established Entrust's Los Angeles office in 2003 and serves as a Senior Sales Executive. A Certified IRA Services Professional with over 20 years of experience in consumer, finance, real estate, and title industries, he teaches continuing education on self-directed retirement plans and speaks frequently at real estate and finance events.

Director of Operations and EVP overseeing customer service, investment operations, and client experience, with more than 25 years of experience in banking and financial services. Joined Entrust in 2024.