Michele Coletti joined American Trust Custody in 2008 and serves as the Chief Operating Officer at American Trust Custody. She has over 25 years of experience in the retirement plan industry in various roles encompassing the recordkeeping, compliance, and trading of qualified and non-qualified plans. In her role, she spearheads new solutions for American Trust Custody’s open architecture platform providing custody and clearing support to intermediary partners and outside dealers. Michele also manages the Mutual Fund Services team responsible for the negotiation of mutual fund selling and servicing agreements, fee and commission invoicing and collection, dealer compensation solutions, and fund compliance. In 2017, Michele assumed oversight duties of American Trust Custody’s enterprise risk management functions and also the recently formed Home Office Services division, which provides a variety of compliance and processing-based solutions primarily to the large broker-dealer marketplace.
Prior to joining American Trust Custody, Michele spent 13 years with SunGard managing key vendor relationships and initiatives. She is a member of the Investment Company Institute’s Bank, Trust, and Recordkeeping Advisory Committee (BTRAC). A summa cum laude graduate of St. Bonaventure University, Michele also holds the Certified Employee Benefit Specialist (CEBS) designation from IFEBP and the Wharton School as well as the Qualified 401(k) Administrator designation (QKA) from the American Retirement Association (ASPPA).