CLEARTRUST’S PROFILE

ClearTrust, LLC is an award-winning, full-service stock transfer agent, serving public and private companies and community banks. ClearTrust offers robust shareholder record keeping and compliance services to growing issuers, with services that include online account access, compliance support, corporate governance consulting, paying agent services, corporate action processing, DRIP maintenance, proxy administration, assistance with DTC eligibility, and solving unique issuer problems.

Our founders were motivated to create a positive difference in the securities industry rooted in decency, helpfulness, and integrity.

Core Pillars:

  • Transparency

  • Integrity

  • Competency

  • Responsiveness

We break the mold of the mundane transfer agent, actively partnering with our clients to support their growth and make their lives easier.

We have taken the industry’s best practices to a new level.

ClearTrust, LLC is registered with the Securities Exchange Commission and is an active members of the Securities Transfer Association.

Our long-term, experienced staff is knowledgeable about what our issuers face on a daily basis, consistently delivering results that actually make a difference. Our management team has extensive experience in the stock transfer industry and provides insight into the driving forces that our issuers face. 

We have established a reputation for best practices in delivering solutions and services that address real-world needs of issuers. Our customer-driven services extend beyond traditional shareholder maintenance to cure pain points that issuers suffer in our industry today.

 
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our mission

To create peace of mind for issuers by successfully integrating compliance support with proactive shareholder services.

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our vision

To set the standard as the transfer agent that is an indispensable ally to growing companies.

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our values

To treat you the way we want to be treated.

 

 

MEET THE TEAM

KARA KENNEDY :  EXECUTIVE DIRECTOR

KARA KENNEDY:

EXECUTIVE DIRECTOR

JUAN CARLOS OSORIO:   CONTROLLER

JUAN CARLOS OSORIO:

CONTROLLER

PIERO FALCONE:   MANAGING DIRECTOR

PIERO FALCONE:

MANAGING DIRECTOR

KYLA NUEMANN:   QUALITY CONTROL

KYLA NUEMANN:

QUALITY CONTROL

MATTHEW LUGINBEUHL:   OPERATIONS

MATTHEW LUGINBEUHL:

OPERATIONS

CASSANDRA BROCKWAY:   OPERATIONS

CASSANDRA BROCKWAY:

OPERATIONS

KRYSTAL KENNEDY:   CLIENT RELATIONS

KRYSTAL KENNEDY:

CLIENT RELATIONS

ERICA EVERETT:   SHAREHOLDER RELATIONS

ERICA EVERETT:

SHAREHOLDER RELATIONS

MARY RAMSEY:   SALES

MARY RAMSEY:

SALES

 

career opportunities

Thank you for your interest in ClearTrust

As opportunities throughout the company become available, we’ll post them below.

ClearTrust, LLC is an equal opportunity employer and considers all applicants for employment and all employees for placement, job assignments, transfers, promotions and any other status changes regardless of race, creed, religion, color, sex, age, marital status, veteran status, disability, sexual orientation, citizenship status, national origin and/or any other legally impermissible consideration.

Sales Position

We are currently seeking experienced sales professionals

Details:

  • Knowledge of the securities industry required

  • Working hours are self-directed

  • Relocation to Tampa is optional

For more information, contact Kara Kennedy at 813-235-4490.