Directed Trust Employee Directory

Q: Who are Directed Trust key employees?

Some of Directed Trust key employees are Kyle McMillan , Aaron Halderman

Directed Trust corporate office is located in 3033 N Central Ave Ste 400, Phoenix, Arizona, 85012, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Sales

Operations

C-Suite

Marketing

Human Resources

Directed Trust CEO

Jarod OrtizChief of Staff To the Chief Executive Officer. Senior Account Executive

Phone

See Profile

Key Employees of Directed Trust

KM
Kyle McMillan
Chief Financial Officer
PhoneEmail
AH
Aaron Halderma...
Chief Operating Officer, Trust Committee
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Directed Trust Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Directed Trust

Hundreds of professionals searching for Directed Trust have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

AR
Aldo Rodriguez
Email Direct
Growth & Sdip Marketing Specialist
United States , Arizona , Phoenix

MP
Madison Posey
Email Direct
Credit Analyst
United States , Arizona , Phoenix

TC
Teagan Chaires
Email Direct
Team Lead, Investments
United States , Arizona , Phoenix

DT
Daniel Tercey
Email Direct
Senior Account Executive & Relationship Manager
United States , Arizona , Phoenix

HF
Heidi Faulk
Email Direct
Manager, Investments Processing
United States , Arizona , Phoenix

MD
Matthew Duffy
Email Direct
Relationship Manager
United States , Arizona , Phoenix

MC
Michael Catalano
Email Direct
Vice President, Technology
United States , Arizona , Phoenix

JB
Johnny Bartos
Email Direct
Manager, Accounts Receivable
United States , Arizona , Phoenix

NS
Noel Salgado
Email Direct
Manager, Human Resources
United States , Arizona , Phoenix

LM
Lindsay Mersino
Email Direct
Vice President, Onboarding & Strategic Relationships
United States , Arizona , Phoenix

JM
Jonathan Martinez
Email Direct
Manager, Social Media
United States , Arizona , Phoenix

NH
Nate Hare
Email Direct
Vice President, Sales & Strategic Relationships
United States , Arizona , Phoenix

DD
Dominque Diggs
Email Direct
Accounting Controller
United States , Arizona , Phoenix

BP
Brianna Patton
Email Direct
Team Lead
United States , Arizona , Phoenix

JC
Jacqueline Clements
Email Direct
Investment Processing Associate
United States , Arizona , Phoenix

CM
Christopher Macy
Email Direct
Customer Service Representative
United States , Arizona , Phoenix

KM
Kyle McMillan
Email Direct
Chief Financial Officer
United States , Arizona , Phoenix

PS
Piper Sims
Email Direct
Team Lead, Asset Mainteance
United States , Arizona , Phoenix

LC
Lauren Claypool
Email Direct
Transfers Team Lead, Onboarding
United States , Arizona , Phoenix

CD
Corey Doyle
Email Direct
Team Lead, Client Services
United States , Arizona , Phoenix

JO
Jarod Ortiz
Email Direct
Chief of Staff To the Chief Executive Officer. Senior Account Executive
United States , Arizona , Phoenix

RB
Ruben Bedon
Email Direct
Asset Maintenance Coordinator
United States , Arizona , Phoenix

AH
Aaron Halderman
Email Direct
Chief Operating Officer, Trust Committee
United States , Arizona , Phoenix

SM
Suzanne Martinez
Email Direct
Manager, Incoming Transactions
United States , Arizona , Phoenix

MD
Martine Darby
Email Direct
Manager, Investment Transactions
United States , Arizona , Phoenix

123

Former Employees at Directed Trust

Explore people who held key positions, contributed to Directed Trust's success, and advanced their careers.

Christian Canez

Customer Service Repre... at SRP

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Austin Anderson

Buyer at Lynden Door

Worked as Social Media and Marketing Intern

at Directed Trust (2023-2023)

Direct

Jessica Zientarski

Business Development M... at Cask Construction

Worked as Sales Event Manager

at Directed Trust (2021-2022)

Direct

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Manager, Customer Succ... at Kinective

Worked as Senior Account Executive

at Directed Trust (2021-2021)

Direct

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Loan Officer Associate at NOVA Home Loans

Worked as Investment Coordinator

at Directed Trust (2025-2025)

Direct

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Business Development S... at Cochrane International

Worked as Senior Account Executive

at Directed Trust (2024-2025)

Direct

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Frequently Asked Questions Regarding Directed Trust Employees

How many employees does Directed Trust have?

Directed Trust has 11-50 employees

Who is the CEO of Directed Trust?

Directed Trust’s CEO is Jarod Ortiz

Who is the CFO of Directed Trust?

Directed Trust’s CFO is Kyle McMillan

Who are Directed Trust key employees?

Some of Directed Trust key employees are Kyle McMillan, Aaron Halderman

Where is Directed Trust located?

Directed Trust’s headquarters are located at 3033 N Central Ave Ste 400, Phoenix, Arizona, 85012, United States

How do I contact Directed Trust?

Directed Trust Contact Info: Phone number: (602) 899-9396 Website: www.directedira.com

What does Directed Trust do?

Directed IRA specializes in self-directed IRAs, allowing clients to invest in a variety of alternative assets such as real estate, private equity, cryptocurrency, and precious metals. Their services cater to individuals, investment sponsors, advisors, and professionals looking to diversify their retirement portfolios. The company provides education... Read More

Is Directed Trust a public company?

Directed Trust is private company therefore does not currently have an official ticker symbol

See more information about Directed Trust Employees