Leadership Overview
AmericanTCS has 6 executives leading key functions including strategy, financial oversight, pension operations, retirement administration, sales growth, and trust services.
Focused on advancing retirement security through innovative technology, AmericanTCS delivers comprehensive recordkeeping and fiduciary solutions to financial intermediaries and plan sponsors across the United States.
Focused on advancing retirement security through innovative technology, AmericanTCS delivers comprehensive recordkeeping and fiduciary solutions to financial intermediaries and plan sponsors across the United States.
Leadership Roles at AmericanTCS
Paul Schneider - Chief Executive Officer & Chief Executive Officer, Americantcs, Edgeco Holdings
Paul Schneider, the Chief Executive Officer & Chief Executive Officer, Americantcs, Edgeco Holdings at AmericanTCS, directs the overarching corporate strategy and long-term vision for the organization. Schneider manages the integration of technology-enabled retirement solutions across all business units, ensuring alignment with the evolving needs of financial intermediaries and plan sponsors. By overseeing the expansion of custody and trustee services, the Chief Executive Officer & Chief Executive Officer, Americantcs, Edgeco Holdings drives operational excellence and market competitiveness. Paul Schneider maintains rigorous standards for fiduciary compliance while fostering a culture of innovation. This leadership role involves constant engagement with the Board to secure financial stability and growth. Through the optimization of administrative workflows, the Chief Executive Officer & Chief Executive Officer, Americantcs, Edgeco Holdings enhances the value proposition for clients seeking improved retirement outcomes. Ultimately, Schneider secures the firm's position as a premier provider in the complex financial landscape.
Kim Gotham - Chief Financial Officer
Kim Gotham, the Chief Financial Officer at AmericanTCS, directs all fiscal planning, capital allocation, and financial reporting processes. Gotham oversees the budgetary health of the organization, ensuring resources support the development of software automation and recordkeeping platforms. By analyzing market trends and operational costs, the Chief Financial Officer maintains the financial integrity required for fiduciary services. Kim Gotham collaborates with executive leadership to evaluate investment opportunities that strengthen the company's market position. This role involves managing risk assessments and ensuring transparency in all financial disclosures. Through the implementation of robust accounting controls, the Chief Financial Officer supports the long-term sustainability of retirement plan solutions. Gotham drives efficiency by streamlining internal financial operations, which directly impacts the ability of AmericanTCS to deliver high-quality service to advisors and third-party administrators. Ultimately, the Chief Financial Officer secures the fiscal foundation necessary for continued innovation.
Darren Conner - Chief Operating Officer, PensionPro
Darren Conner, the Chief Operating Officer, PensionPro at AmericanTCS, directs the development and deployment of specialized software automation tools for the retirement industry. Conner oversees the technical infrastructure that powers PensionPro, ensuring seamless integration with recordkeeping and administration services. By managing the product roadmap, the Chief Operating Officer, PensionPro drives the delivery of scalable solutions that enhance operational efficiency for plan sponsors. Darren Conner coordinates with engineering teams to maintain high performance and security standards across all digital platforms. This leadership role involves translating complex industry requirements into intuitive software features that simplify retirement plan management. Through the continuous improvement of system architecture, the Chief Operating Officer, PensionPro supports the broader mission of AmericanTCS to provide superior technology-enabled services. Conner ensures that all software initiatives align with the needs of financial intermediaries, ultimately fostering better retirement outcomes for participants nationwide.
Carolann DiMaggio - Chief Operating Officer, American Trust Retirement
Carolann DiMaggio, the Chief Operating Officer, American Trust Retirement at AmericanTCS, directs the daily administration and operational workflows for retirement plan services. DiMaggio oversees the delivery of custody and trustee services, ensuring accuracy and compliance in all plan administration tasks. By managing the operational teams, the Chief Operating Officer, American Trust Retirement drives the execution of complex retirement solutions for advisors and third-party administrators. Carolann DiMaggio coordinates with internal departments to resolve service challenges and improve client satisfaction. This leadership role involves refining administrative processes to reduce friction in plan management and enhance financial security for participants. Through the oversight of regional service delivery, the Chief Operating Officer, American Trust Retirement ensures that AmericanTCS maintains its commitment to personal customer service. DiMaggio optimizes operational capacity to support the firm's growth, ultimately securing the reliability and efficiency of the retirement services provided to clients.
Beau Adams - President, American Trust Retirement
Beau Adams, the President, American Trust Retirement at AmericanTCS, directs the strategic vision and business performance of the retirement trust division. Adams oversees the fiduciary services and custody operations, ensuring that all activities align with the company's commitment to financial security. By managing the division's growth, the President, American Trust Retirement drives the development of tailored retirement solutions that meet the specific needs of plan sponsors and advisors. Beau Adams coordinates with the executive team to integrate trust services with broader technology offerings. This leadership role involves maintaining high standards of regulatory compliance and service quality. Through the oversight of strategic partnerships, the President, American Trust Retirement expands the reach of AmericanTCS in the financial services market. Adams fosters a culture of excellence within the division, ensuring that all retirement outcomes are optimized for participants. Ultimately, the President, American Trust Retirement secures the reputation of the firm as a trusted leader in the retirement industry.
Brian Lenz - Chief Sales Officer
Brian Lenz, the Chief Sales Officer at AmericanTCS, directs the national growth strategy and client acquisition efforts across all retirement service lines. Lenz oversees the sales teams responsible for engaging financial intermediaries, plan sponsors, and advisors. By identifying market opportunities and tailoring service offerings, the Chief Sales Officer drives the expansion of the company's footprint in the retirement industry. Brian Lenz collaborates with product leaders to ensure that sales initiatives accurately reflect the value of the firm's software automation and fiduciary services. This leadership role involves building long-term relationships with key partners to secure sustainable revenue streams. Through the implementation of data-driven sales strategies, the Chief Sales Officer enhances the market presence of AmericanTCS. Lenz monitors competitive dynamics to adjust outreach tactics, ensuring the firm remains a preferred partner for retirement solutions. Ultimately, the Chief Sales Officer secures the commercial success of the organization through strategic market penetration.
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