About TMN
The Leader in Trust Operations
Our goal is to change the way people think about outsourcing. By aligning your organization with best in class technology, services, and people, you can focus on what matters most – growing and serving your trust clients. We perform a comprehensive variety of trust operations from Securities, Disbursements, and Held Away Custody Processing, to asset Reconciliation, system training, and much more. We have partnered with multiple trust technology platforms and offer multiple servicing models – giving you the power to choose what works best.
We put people first
We act with integrity
We are accountable
We strive for excellence
Who We Serve
We serve a wide range of trust organizations nationwide. The following are some of the types of clients we partner with to help:
- Independent Trust Companies
- Trust Departments
- Directed / Delegated Trust Companies
- Start-Up Trust Companies (De-novo)
- Family Offices
-
40+
Active Clients
-
40B+
Over 40 Billion
Assets Serviced -
20k
Accounts
-
21
States in the USA
(in 4 time zones)
Our People
Edward (Eddie) Phillips
Chairman
Ryan Phillips
Chief Executive Officer
Yavonda Schaefer
President & COO
Nicole Ramer
VP & Director of Production Services
Steve Fosmire
VP & Director of Information Technology
Shannon Lawrence
Manager of Client Services for InnoTrust and HWA
Lisa Wymer
Manager of Client Services for Charlotte
Tiffany Jeurissen
Shadow Processing Manager – InnoTrust
Kara Fitch
Shadow Processing Manager – Charlotte
April Williams
Securities Processing Manager
Amanda Ehr
Marketing and Employee Relations Manager
Our Partners
Alliances that drive success
Trust Management Network is exactly what our name implies – a network of industry-leading companies that have been carefully selected to amplify our offerings. With Trust Management Network as your outsourcing partner, you not only benefit from our extensive firsthand experience in the Trust arena – you also have access to the expertise and resources of well-respected professionals throughout the industry.
These strategic partnerships enable Trust Management Network to provide comprehensive, up-to-date Trust services for our clients, while maintaining the integrity of our company’s business strategy. Our key business partners include:
Technology Partners
Custody Providers
