PenChecks Trust Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

ABOUT:
PenChecks Trust Company of America (PenChecks Trust) is a state-chartered, non-depository trust company and the largest independent provider of outsourced benefit distribution services and Default/Missing Participant IRAs in the country. With 20 years in business, PenChecks Trust is an expert and industry-leading provider of unique and comprehensive solutions for a myriad of trust resolution issues. Services include automated and branded solutions for benefit payment processing, uncashed/stale dated checks, Abandoned Plan/QTA services and Taxable Savings Accounts. Customers include financial institutions, third party administrators, plan advisors, and plan sponsors.
 
www.PenChecks.com

Find PenChecks Trust employees' phone numbers or email addresses

PenChecks Trust Global Highlights

Location
Employees

North America
108

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  • United States Of America
    108

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

PenChecks Trust's Leadership

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    S. O.
    Chief Revenue Officer
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    A. H.
    Chief Operating Officer
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    J. H.
    Chief Financial Officer
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    C. B.
    Vice President Of Strategic Partnerships
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    M. S.
    Vp & Trust Officer
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    S. F.
    Vice President Of Individual Accounts
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    W. S.
    Vice President, Advisor Solutions
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    S. W.
    Vice President, Institutional Sales
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PenChecks Trust Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Engineering
  • Arts & Design
  • Business
  • Accounting
  • Other

Contact profiles from PenChecks Trust

Name
Title
Contact Info
Location
Last Update
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    S. O.
    Chief Revenue Officer
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    United StatesArizona
    Apr 26, 2025
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    A. H.
    Chief Operating Officer
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    Oct 17, 2024
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    J. H.
    Chief Financial Officer
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    UNITED STATES
    Jun 25, 2025
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    C. B.
    Vice President Of Strategic Partnerships
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    United StatesTexas
    Jan 24, 2026
  • Stylized image of a person
    W. S.
    Vice President, Advisor Solutions
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    United StatesTexas
    May 07, 2025
  • Stylized image of a person
    S. W.
    Vice President, Institutional Sales
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    United StatesNew York
    Apr 26, 2025
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    T. L.
    Regional Vice President - Northeast Us
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    United StatesMassachusetts
    Feb 03, 2026
  • Stylized image of a person
    M. S.
    Vp & Trust Officer
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    United StatesSouth Dakota
    Mar 18, 2025
  • Stylized image of a person
    S. F.
    Vice President Of Individual Accounts
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    Oct 17, 2024
  • Stylized image of a person
    B. F.
    Sr. Director, Retirement Services Strategy
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    United StatesFlorida
    Jan 27, 2026

Frequently Asked Questions

What is PenChecks Trust known for?

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PenChecks Trust was founded in 1994 operates in the Financial Services industry. The company's main headquarters is located in 8580 la Mesa Boulevard Suite 101 la Mesa, California 91942 United States; you can contact the main corporate office by phone at . Explore PenChecks Trust's company overview page for more information.

What is PenChecks Trust's most common email format?

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PenChecks Trust employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more PenChecks Trust email formats with LeadIQ.

How many employees does PenChecks Trust have currently?

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PenChecks Trust has approximately 98 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are PenChecks Trust's key employees and leadership?

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As of February 2026, PenChecks Trust's key employees include:

  • Chief Revenue Officer: S. O.
  • Chief Operating Officer: A. H.
  • Chief Financial Officer: J. H.
  • Vice President Of Strategic Partnerships: C. B.
  • Vp & Trust Officer: M. S.

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