Midland Trust Company
Kelsey Dineen has extensive work experience in the financial industry. Kelsey started their career in 2010 at Midland Trust Company as a Business Development Director. In this role, they played a crucial part in developing and expanding the company's business. In 2018, they joined Midland IRA & 1031 as the Vice President, where they continue to provide exceptional services to both managers and clients. Midland IRA specializes in IRA administration for clients' investments in alternative assets, such as hedge funds and private equity offerings. Throughout their career, Kelsey has displayed a strong passion for their work and a commitment to delivering excellent results.
Kelsey Dineen, CISP, completed their education with a Bachelor of Science degree in Business Administration, specializing in Economics, from the University of Florida - Warrington College of Business in the years 2005 to 2009. Prior to that, they attended Ft. Myers High School from 2001 to 2005. In addition to their formal education, they obtained a certification as a Certified IRA Services Professional from the American Bankers Association in January 2013.
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.