Angela Coleman Email & Phone Number

Fiduciary Investment Advisor @ Unified Trust Company, N.A.

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Angela Coleman's Location

Lexington, KY, US

Angela Coleman's Work

Fiduciary Investment Advisor @ Unified Trust Company, N.A.
Investment Advisor @ Charles Schwab
Trust Administrator @ Fifth Third Bank

Angela Coleman's Education

University of Kentucky
MBA (Finance)
1998 - 2001
University of Kentucky
BBA (Marketing)
1993 - 1997

Angela Coleman's Skills

Alternative Investments
Estate Planning
Financial Advisory

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Series 63
Accounting
Pensions
Defined Contribution
Insurance
Retirement Planning
Wealth Management Services

see less

Angela Coleman's Summary

Angela Coleman, based in Lexington, KY, US, is currently a Fiduciary Investment Advisor at Unified Trust Company, N.A., bringing experience from previous roles at Charles Schwab and Fifth Third Bank. Angela Coleman holds a 1998 - 2001 MBA in Finance @ University of Kentucky. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Series 63, Accounting and more, Angela Coleman contributes valuable insights to the industry. Angela Coleman has 1 email on RocketReach.

Angela Coleman Email Address

Found 1 email address listing:

@unifiedtrust.com

Angela Coleman Phone Number

Found 2 phone numbers:

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