SOURCE: Millennium Trust Company

Alternative Investments, Self Directed IRA, IRA Custodian, HSAs, Health Savings Accounts

June 09, 2010 11:00 ET

New California Sales Team Joins Millennium Trust Company

OAK BROOK, IL--(Marketwire - June 9, 2010) -  Millennium Trust Company proudly announces a new sales team located in Carlsbad, California has joined the Alternative Solutions group. The sales team will provide expanded coverage on the west coast as Millennium Trust continues to grow its client base on a national basis. The team, lead by James Wagner, SVP, and TommyJoe Valenzuela, SVP, are responsible for the business development of Millennium's custodial services for alternative assets including: hedge funds, private equity, futures, real estate and precious metals among others. Many of these alternative assets can be held in custody accounts, IRAs and HSAs.

The team will focus on both the advisor and individual investor market. "We are very excited to have James and TommyJoe on board and the vast knowledge and experience they bring to the firm," states Scott McCartan, CEO of Millennium Trust. "As we grow and invest in our business, we will continue to add talented and results-driven professionals to our sales teams." Also joining the team are two sales coordinators -- Sandi Barkdull and Jennifer White, both who previously worked with Mr. Wagner and Mr. Valenzuela.

Before joining Millennium Trust, Mr. Wagner was President and Chief Executive Officer for Trust Administration Services where he was responsible for the company's overall strategic plan. Mr. Wagner earned his Juris Doctorate from the University of Missouri at Kansas City School of Law in 1968. Additionally, he has authored many articles on self-directed retirement plans and has been a co-founder to both The National Institute of Pension Administrators (NIPA), and the Retirement Industry Trust Association (RITA).

Prior to joining Millennium Trust, Mr. Valenzuela worked for Trust Administration Services and AG Edwards where he gained valuable experience providing effective financial solutions and strategies to fortune 500 clients as well as individual retail clients. Mr. Valenzuela earned his MBA from the University of Phoenix and his BA in Economics from the University of California at San Diego.

About Millennium Trust Company

Millennium Trust Company is an industry leader in administrative and IRA custodial services. Millennium custodies alternative and traditional assets in IRAs, Solo 401(k)s and custody accounts, offers cost-effective 403(b) solutions, creates customized Automatic Rollover programs, provides integrated Health Savings Account solutions and designs unique trading platforms for Investment Advisors. Additional information about Millennium Trust Company may be found at www.mtrustcompany.com.

Millennium Trust performs the duties of a custodian and, as such, does not provide investment advice or sell investments, nor offer any tax or legal advice.

Contact Information

  • Contact Information
    Mary Hackbarth
    SVP, Director of Marketing
    Millennium Trust Company
    630.368.5642
    Email Contact

    820 Jorie Boulevard
    Suite 420
    Oak Brook, Illinois 60523
    800.258.7878
    www.mtrustcompany.com

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