SOURCE: Trinity Pension Consultants

Trinity Pension Consultants

March 06, 2014 09:57 ET

Trinity Promotes Warren to VP of Finance and Operations

CLEVELAND, OH--(Marketwired - Mar 6, 2014) - Trinity Pension Consultants, a third-party administration firm with offices in Cleveland, Columbus and Cincinnati, has announced the promotion of Adam Warren to vice president of finance and operations. Warren had served as director of finance and operations with Trinity for two years.

"I'm grateful for the opportunity to step into this new role as I continue to help Trinity grow and thrive," Warren said. "I look forward to helping more on the technical side of the business, reviewing and improving processes to make things more efficient. This new role will be much more hands-on than high level."

As vice president of finance and operations, Warren will also be more involved in Defined Contribution planning, working closely with the DC relationship managers to develop and enhance relationships with financial advisors and plan sponsors. Warren will still oversee all financial operations.

Before joining Trinity, Warren worked as an accountant for Smucker's® for more than seven years. He received his bachelor's degree in accounting from The University of Akron.

"We are excited to have Adam step into a larger role with Trinity," said Principal Anthony Warren. "With his knowledge and experience, Adam will be able to enhance our company in a number of different ways."

For more information about Trinity Pension Consultants, visit

About Trinity Pension Consultants
Trinity Pension Consultants was established in 2006 by friends and colleagues Anthony Warren and Kevin Bergdorf. Both had worked for a local third-party administration firm and in the corporate financial world. Their experiences led them to realize there was a need for a TPA firm that had a fresh perspective on what financial advisors needed and wanted. Trinity's OPEN solution means clear communication, building relationships, and understanding the clients' businesses and challenges in order to design a plan that puts their needs first.

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