Lindsay Mersino

Executive Director, Client Services at Directed Trust Company

Lindsay Mersino is currently serving as the Director of Strategic Relationships at Directed IRA | Directed Trust Company. Prior to this role, Lindsay was the Director of Strategic Partnerships at Bitcoin IRA and held the position of Sr. Relationship Manager and Onboarding Specialist at Provident Trust Group. Lindsay also has experience as a Contracts Processor at Hilton Grand Vacations. Lindsay holds a Bachelor of Business Administration (B.B.A.) from the University of Nevada-Las Vegas.

Location

Las Vegas, United States

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Directed Trust Company

Directed IRA provides industry leading self-directed IRA accounts to investors across the U.S. Most account holders at Directed IRA are using their retirement plan funds to invest in non-publicly traded investments such as real estate, LLC/LP, IRA/LLCs (aka, checkbook control IRAs), precious metals, notes, and Bitcoin and cryptocurrency. Directed IRA is a trade-name of Directed Trust Company and was founded by tax attorneys Mat Sorensen, CEO, and Mark J. Kohler, CFO. Our founders are well-known authorities in the field who have been advising self-directed clients since 2005. Here are some details of our business structure. - Regulated Trust Company by the Arizona Department of Financial Institutions. - We follow strict capital requirements required by licensed financial institutions. - Annual outside audits by third-party CPAs. - Regular examinations by our banking department regulators. - Financial institution insurance and bonding.


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Employees

11-50

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