American Trust Custody
Nicole O'Connell has extensive experience in various roles, starting as an Accounting Clerk at NCO Financial Systems. Nicole then progressed to the position of Omnimax Projectionist at Carnegie Science Center before transitioning to roles at American Trust Custody. At American Trust Custody, Nicole has held positions such as Manager, Sr. Accountant and currently serves as the Executive Vice President. Nicole is known for their expertise in Custody Asset Management and Control, leading teams in providing accurate cashiering, tax reporting, and asset transfers, while implementing operational improvements to safeguard client assets and prevent fraud. In addition to their work experience, Nicole holds a Bachelor of Arts degree from the University of Pittsburgh.
American Trust Custody
American Trust Custody is part of Mid Atlantic Capital Group, which for more than 40 years has supported investment professionals and financial organizations with tools to help attract, grow, and retain assets. American Trust Custody provides a broad array of sophisticated financial products, technology and support services to registered representatives, investment advisors, and other financial intermediaries including retirement plan TPAs, bank trust departments, independent broker-dealers, and insurance companies. Our success reflects a long-held philosophy of combining the ethic of relationship-centric customer service with a sharp focus on advancing technology to produce operational efficiencies and competitive advantages. In today’s marketplace, customers appreciate American Trust Custody’s financial strength, reputation, and commitment to performance as a non-competitive partner. Mid Atlantic Clearing & Settlement Corporation (“MAC&SC”) is a wholly owned subsidiary of Mid Atlantic Trust Company (d/b/a American Trust Custody). MAC&SC a registered broker-dealer (member FINRA/SIPC) headquartered in Pittsburgh, Pennsylvania. MAC&SC provides cashiering, trade execution, settlement, and custody services for Mid Atlantic Trust Company. MAC&SC is a self-clearing member of the National Securities Clearing Corporation (“NSCC”), a subsidiary of The Depository Trust & Clearing Corporation (“DTCC”), for mutual fund processing services only. MAC&SC enters into and maintains mutual fund selling and servicing agreements for those mutual funds for which it provides settlement services. The NSCC is the primary provider of centralized information services and money settlement for mutual fund transactions, linking funds with their distribution channels. - Mid Atlantic Trust Company d/b/a American Trust Custody, a non-depository state chartered trust company - Mid Atlantic Clearing & Settlement Corporation, a registered broker-dealer, member FINRA/SIPC*