Lee Jones Email & Phone Number
Senior Vice President, Trust and Custody @ American Trust Custody
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Lee Jones Location
- Pittsburgh, PA, US
Lee Jones Work
- Senior Vice President, Trust and Custody @ (January 2025 - Present)
- Vice President, Trust and Custody Operations @ (September 2019 - Present)
- Assistant Vice President @ (February 2014 - September 2019)
- Sr. Relationship Manager and Sales @ (September 2009 - February 2014)
- Financial Analyst @ (April 2004 - September 2009)
Lee Jones Education
- Robert Morris University
Bachelor's degree (Finance and Economics)
2001-2004
Lee Jones Skills
- 401(k) Retirement Savings Plans
- 401k
- Asset Allocation
- Asset Management
- Asset Managment
- Customer Service
- Finance
- Financial Advisory
- Financial Planning
- Financial Services
- Investment Advisory
- Investments
- Mutual Funds
- Pensions
- Portfolio Management
- Profit Sharing
- Relationship Management
- Retirement
- Retirement Planning
- Securities
- Series 63
- Series 7
- Wealth Management
- 401k Retirement Savings Plans
- Microsoft Excel
- Sales Management
- Strategic Planning
- Strategy
- Project Management
- 401 Retirement Savings Plans
Lee Jones Summary
- Lee Jones, based in Pittsburgh, PA, US, is currently a Senior Vice President, Trust and Custody at American Trust Custody. Lee Jones brings experience from previous roles at American Trust Custody and Mid Atlantic Trust Company. Lee Jones holds a 2001 - 2004 Bachelor's degree in Finance and Economics @ Robert Morris University. With a robust skill set that includes 401(k) Retirement Savings Plans, 401k, Asset Allocation, Asset Management, Asset Managment and more. Lee Jones has 2 mobile phone numbers on RocketReach.
Looking for a different Lee Jones?
Find contact details for 700 million professionals.
Others Named Lee Jones
Lee Jones
Chief Operating Officer
Vail, CO, US
Lee Jones
President | CEO
Houston, TX, US
Lee Jones
Chief Financial Officer
Orange Park, FL, US
Top American Trust Custody Employees
Vinod Tiruvellore
Director of Development
California, United States
Sanjoy Qka
Chief Technology Officer
Texas, United States
Stacey Madison
Sr. Executive Asst. and Event Planner
Pittsburgh, PA, US
Lee Jones
Senior Vice President, Trust and Custody
Pittsburgh, PA, US
Steve Warden
Chief Product Officer
Pittsburgh, PA, US
Mark Kovach
Vice President Trust and Custody Delivery
Natrona Heights, PA, US
Joe Veltri
Sales Executive
Pittsburgh, PA, US
Dave Moyer
QA Automation Engineer
New Albany, OH, US
Kyle Jespersen
Vice President
Irwin, PA, US
Brian Madison
Vice President, Trust Services
Pittsburgh, PA, US
Matt P.
VP of Trust and Custody Relationship Management
Pittsburgh, PA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co