Midland Trust Company
Alex Gresham currently serves as Team Lead for Salesforce Administration at Equity Trust Company, having joined in August 2023. In this role, Alex spearheads the customization and management of Salesforce environments, particularly optimizing Financial Services Cloud to align with strategic business objectives. Prior experience includes positions as Salesforce Administrator and Junior Salesforce Administrator at Midland Trust Company, and Information Technology Consultant at Bonita Vision Center. Additional roles include Field Implementation Engineer at Toast, Inc. and Senior Technical Support Specialist at FieldEdge. Alex holds a Bachelor's degree in Finance from Florida Gulf Coast University and an Associate of Arts degree from Florida SouthWestern State College.
Midland Trust Company
Who is Midland? The Midland umbrella of companies is a leading custodial services provider focused on self-directed IRA accounts, 1031 exchanges and private fund custody services. In business since 1994, Midland is focused on providing clients with as many opportunities as possible to defer or eliminate taxes. With thousands of satisfied clients and Billions of dollars in assets under administration, Midland possesses the experience and knowledge to assist clients with their financial goals. What is self-direction? A self-directed IRA is not a type of IRA, but a little-known way to invest through your IRA. Self-direction allows the investor to expand their portfolio from the typical stocks and bonds available with most IRA companies. The IRS allows you to choose your own investments, such as real estate, futures, foreign currency (forex), notes (loans/mortgages), LLCs, precious metals, energy, or even movie deals! The possibilities of self-direction are endless.