IRA Services Leadership
Patrick has served as the President of IRA Services Trust Company since 2018. He is also a member of the Board of Directors. Patrick came on board to lead sales, marketing and corporate strategy efforts for IRA Services. Prior to joining the company, he was the President of PENSCO Trust Company, a subsidiary of Opus Bank (OPB). Patrick’s extensive financial services industry experience includes leadership positions at Franklin Templeton, BNY Mellon and Financial Engines.
As VP of Product Development, Robin is responsible for identifying and implementing features that will enhance the investment experience. Additionally, she is deeply involved in bringing IRA Services Trust’s robust API toolset to investment platforms and marketplaces. Robin has held similar leadership positions at PENSCO Trust, Schwab and Intuit.
Kathirene (Casey) Smith
Casey is the Trust Officer, Director of Client Services, and also sits on the Board of IRA Services Trust Company, which is headquartered in Sioux Falls, SD. Casey has over 35 years of financial, management, leadership and training experience working for companies such as Citibank, Orion Systems, PREMIER Bankcard, Wells Fargo and several brokerage firms.
Audrey joined IRA Services Trust in 2013 to oversee compliance and internal audit activities within the company. Audrey has over 20 years operations experience holding management positions in internal audit, compliance, and expertise in mutual funds, IRAs, private fund custody and institutional custody services while working for Entrust Administration, Robertson Stephens, Schwab and Bank of America.
Janet Bingham heads up the compliance department for IRA Services Trust where she manages a team of compliance specialists focused on investment reviews, IRA regulations and general trust business compliance. Prior to joining IRA Services Trust in 2010, Janet had over 10 years of accounting experience in Jamaica and subsequent leadership positions in the Trust Tax departments of KPMG and PWC in San Francisco.