What departments does Directed Trust Company have?

Directed Trust Company has employees across 10 departments including Finance, Accounting, Business Development, Sales, Information Technology.

What is the largest department at Directed Trust Company?

The largest department at Directed Trust Company is Accounting with 7 employees.

Where are Directed Trust Company employees located globally?

Directed Trust Company has employees across 1 continents and 1 countries including United States Of America.

How has Directed Trust Company's team size changed over time?

Directed Trust Company's team has decreased from approximately 48 to 47 employees based on available data.

Directed Trust Company Employee Directory

Q: Who are Directed Trust Company's key employees and leadership?

Directed Trust Company's key employees include: Ceo: M. S., Chief Financial Officer: K. M., Chief Of Staff To The Ceo | Sr. Account Exec: J. O., Chief Operating Officer, Trust Committee: A. H., Vp Business Development - Inc 5000 Fastest Growing Companies: M. P..

Financial ServicesArizona, United States51-200 Employees

Directed Trust Company, operating under the Directed IRA brand, is a financial services firm headquartered in Phoenix, Arizona (3033 North Central Avenue, Suite 400, 85012). The company provides self-directed IRA accounts to investors across the United States, enabling retirement funds to be invested in non-publicly traded assets such as real estate, private funds, LLCs/LPs, IRA/LLCs with checkbook control, precious metals, notes, startups and small businesses, and Bitcoin or other cryptocurrency. It functions as a regulated trust company overseen by the Arizona Department of Financial Institutions, maintaining capital requirements, annual third-party audits, and regular examinations by banking regulators, with financial institution insurance and bonding in place. The business was founded by tax attorneys Mat Sorensen and Mark J. Kohler, who are identified as authorities in the field of self-directed retirement planning. The firm employs between 51 and 200 people and maintains a website at directedira.com.

Directed Trust Company Global Highlights

North America
60

United States Of America
60

Directed Trust Company's Leadership

M. S.
Ceo
Mobile Phone
Email
K. M.
Chief Financial Officer
Mobile Phone
Email
J. O.
Chief Of Staff To The Ceo | Sr. Account Exec
Mobile Phone
Email
A. H.
Chief Operating Officer, Trust Committee
Mobile Phone
Email
M. P.
Vp Business Development - Inc 5000 Fastest Growing Companies
Mobile Phone
Email
N. H.
Vice President Of Sales And Strategic Relationships
Mobile Phone
Email
J. M.
Vice President Of Business Development
Mobile Phone
Email
M. C.
Vp Of Technology
Mobile Phone
Email

Directed Trust Company Employee Metrics

100%

50%

0%

2026

2025

Banking
Sales
Accounting
Education
Entrepreneurship
Other
Business

Contact profiles from Directed Trust Company

Name

Title

Contact Info

Location

Last Update

H. G.
Director, Accounting & Finance
Mobile Phone
Email
United StatesArizona
May 21, 2025
P. N.
Director, Trust Accounting
Mobile Phone
Email
United StatesArizona
Apr 16, 2026
J. S.
Director Of New Accounts And Client Services
Mobile Phone
Email
Jun 25, 2026
D. T.
Senior Account Executive And Relationship Manager
Mobile Phone
Email
United StatesArizona
Oct 21, 2025
M. D.
Relationship Manager
Mobile Phone
Email
United StatesArizona
Mar 25, 2026
J. B.
Accounts Receivable Manager
Mobile Phone
Email
United States
Jan 27, 2026
K. W.
Senior Manager, Client Services
Mobile Phone
Email
United StatesArizona
Apr 15, 2026
N. S.
Human Resources Manager
Mobile Phone
Email
United StatesArizona
May 13, 2026
J. J. B. M.
Social Media Manager
Mobile Phone
Email
United StatesArizona
Apr 17, 2026
L. C.
Team Lead, Onboarding And Transfers
Mobile Phone
Email
United StatesArizona
Oct 22, 2025

Frequently Asked Questions

What is Directed Trust Company known for?

Directed Trust Company was founded in 2018 operates in the Financial Services industry. The company's main headquarters is located in 3033 North Central Avenue Suite 400 Phoenix, Arizona 85012 United States. Explore Directed Trust Company's company overview page for more information.

What is Directed Trust Company's most common email format?

Directed Trust Company employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Directed Trust Company email formats with LeadIQ.

How many employees does Directed Trust Company have currently?

Directed Trust Company has approximately 55 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Directed Trust Company's key employees and leadership?

As of June 2026, Directed Trust Company's key employees include:

Ceo: M. S.
Chief Financial Officer: K. M.
Chief Of Staff To The Ceo | Sr. Account Exec: J. O.
Chief Operating Officer, Trust Committee: A. H.
Vp Business Development - Inc 5000 Fastest Growing Companies: M. P.

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Directed Trust Company Employee Directory

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Name search is limited — try advanced search instead

Directed Trust Company Global Highlights

North America
60

Directed Trust Company's Leadership

Directed Trust Company Employee Metrics

Contact profiles from Directed Trust Company

Frequently Asked Questions

What is Directed Trust Company known for?

What is Directed Trust Company's most common email format?

How many employees does Directed Trust Company have currently?

Who are Directed Trust Company's key employees and leadership?

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

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Directed Trust Company Employee Directory

Find Directed Trust Company employees' phone numbers or email addresses

Name search is limited — try advanced search instead

Directed Trust Company Global Highlights

North America60

Directed Trust Company's Leadership

Directed Trust Company Employee Metrics

Contact profiles from Directed Trust Company

Frequently Asked Questions

What is Directed Trust Company known for?

What is Directed Trust Company's most common email format?

How many employees does Directed Trust Company have currently?

Who are Directed Trust Company's key employees and leadership?

Everything for prospecting,in one platform.

What you can expect from LeadIQ:

Ready to create more pipeline?

North America
60

Everything for prospecting,
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