Forge Trust
Anita Fabela Rodriguez has a diverse background in client services and real estate, currently serving as an Investment Client Representative at IRA Services Trust Company since June 2018 and as a Real Estate Agent at Alliance Bay Realty since April 2017. Prior experience includes roles as a Technical Account Manager at Fiserv, where responsibilities included acting as a liaison between banking clients and internal teams, and as an Application Support Analyst at JPMorgan Chase & Co., focusing on high-profile customer accounts and training sessions. Additional experience includes working as an Operations Support Analyst at Yahoo and as a Loan Advisor/Processor at Silverado/Alliance Bay Funding. Anita holds a degree in Computer Information Systems from San Jose City College and pursued further education at San Jose State University.
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Forge Trust
Forge Trust serves over 1.7 million accounts, representing over $14B in assets under custody. Introducing Forge Trust, a tech-enabled Custodian offering solutions for public & private market participants. Specializing in custody administration and reporting for a wide range of non-publicly traded alternative investments. Our parent company, Forge Global, provides liquidity opportunities for investors and shareholders in the private markets. We focus on holding what's most important to our clients, offering world-class Custody as a Service for both retail & institutional participants. For more information, call (800) 248-8447 or visit www.forgetrust.com