Blue Trust

Q: What is Blue Trust's company size?

Blue trust has 201 - 500 people working.

Financial Services

Specialities :

Financial

Retirement

And estate planning

Charitable giving strategies

Personal trust and estate settlement services

Revenue

11M - 100M

Total Funding

Size

201 - 500

About Us

Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With $59 billion in assets under advisement and a nationwide network of 18 offices, we offer comprehensive financial services and objective advice to more than 10,000 clients across the wealth spectrum in all 50 states. Our services include: Financial, retirement, and estate planning Investment management Cash flow and budget planning Charitable giving strategies Personal trust and estate settlement Business consulting services Family Office Professional Athlete services Institutional services Retirement plan consulting * As of 6/30/24 and subject to change. -- Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any...

Contact Information

Alpharetta , Georgia , United States

bruce.williams@ronblue.com

bluetrust.com

Blue Trust Org Chart

Blue Trust

(Financial Services)

201 - 500

Brian Shepler

President / CEO

View Email

View Contact

Pete Kantor

Chief Operating Officer

View Email

View Contact

Employees

Total Employees:
299

Top Contacts:
6

C-Level 0	VP - Level1
Director-	Manager5
Others301

Employees Working At Blue Trust

Pete Kantor

Chief Operating Officer

Sean Mansell

Director of Operations Sr Partner

Kevin Hoover

Director Operations Wealth Solutions

Scott Calhoun

PartnerManaging Director Family Office

Jeff Chinery

Senior Financial Advisor Managing Director

Blue Trust Email Formats

Structure	Email Format
<first>.<last>@	John.Smith@ronblue.com
<first>@	John@ronblue.com
<last>@	Smith@ronblue.com

Buyer Intent

Pain Points	Locations	Technologies
Account Payable	Alpharetta, GA	customer service, media, compliance, audit, scheduling, billing, networking, client service, communication, integrity, assessment, change management, ms azure, corrective action, collaboration, payment, internet, database, financial, e, risk, security, presence, operations, program evaluation
Account Payable	Atlanta, GA	customer service, integrity, database, compliance, financial, e, scheduling, risk, billing, client service
Account Payable	Bothell, WA	communication, integrity, financial, compliance, e, risk, client service
Account Payable	Brentwood, TN	customer service, workflow, communication, integrity, database, financial, compliance, e, scheduling, web-based, risk, billing, continuous improvement, operations, client service
Account Payable	Chandler, AZ	customer service, communication, integrity, financial, scanning, e, compliance, scheduling, risk, billing, client service

Trigger

intent

Blue Trust looking to hire in Application Development in Alpharetta, GA

intent Dec 11, 2024 Dec 11, 2024

intent

Blue Trust looking to hire in Application Development in Atlanta, GA

intent Dec 11, 2024 Dec 11, 2024

intent

Blue Trust looking to hire in Account Payable in Chandler, AZ

intent Dec 11, 2024 Dec 11, 2024

Tech Stack Used By Blue Trust

A quick view of products employed by Blue Trust

Amazon connect

Collaborator

Google analytics

Microsoft dynamics 365 crm

Viewpoint

List of technologies used by Blue Trust

Accessibility

Archiving

Assessment

Audit

Billing

Languages Used By Blue Trust

Ada Basic E Hoc V

OS Used By Blue Trust

Integrity

Jobs at Blue Trust

Hiring 2024-07-25 22:47:02

Financial Planner

Walnut Creek, CA

Job TypeFull-timeDescriptionThe Financial Planner communicates effectively with clients and co-wo...

Hiring 2024-07-28 16:47:40

Financial Planner-Sports & Entertainment

Alpharetta, GA

Job TypeFull-timeDescriptionThe Financial Planner communicates effectively with clients and co-wo...

Hiring 2024-03-28 10:34:53

Senior Financial Planner-Sports & Entertainment

Alpharetta, GA

Job TypeFull-timeDescriptionThe Senior Financial Planner is responsible for supporting the (Sr.) ...

Hiring 2024-04-18 01:41:43

Investment Operations Analyst, Trading

Alpharetta, GA

Job TypeFull-timeDescriptionThe Investment Operations Analyst, Trading is responsible for perform...

Hiring 2024-04-17 15:10:28

Client Service Associate-Wealth Solutions

Alpharetta, GA

Job TypeFull-timeDescriptionThe Client Service Associate is responsible for overseeing the variou...

Hiring 2024-07-24 05:28:38

Client Service Associate

Brentwood, TN

Job TypeFull-timeDescriptionThe Client Service Associate provides administrative support to Team ...

Hiring 2024-08-06 10:34:53

Financial Planner

Walnut Creek, CA

Job TypeFull-timeDescriptionThe Financial Planner communicates effectively with clients and co-wo...

Hiring 2024-07-28 16:47:40

Financial Planner-Sports & Entertainment

Alpharetta, GA

Job TypeFull-timeDescriptionThe Financial Planner communicates effectively with clients and co-wo...

Frequently Asked Questions About Blue Trust

What does Blue trust do?+

What are Blue trust's specialties? +

Financial,retirement,and estate planning,charitable giving strategies,personal trust and estate settlement services,business consulting services,investment management,cash flow and budget planning,professional athlete services,retirement plan consulting,family office,and institutional services