Prime Trust is a technology-driven trust company unlike anything else in existence. We are doing to the traditional trust industry what Paypal did to merchant processing; completely disrupting it by writing software that brings services to the masses and that business partners can build on top of. As a chartered, regulated financial institution we are overseen by the banking commissioner’s office at the Financial Institutions Division. As a trust company we hold cash and non-cash assets such as stocks, bonds, Bitcoin and other cryptocurrencies, tokens, real estate, and private business ownership interests. We act as custodian and trustee for a wide variety of personal and corporate trusts, as well as a major part of the crowdfunding industry, and work with individuals, corporations, lawyers, brokers, investment advisers and others on holding and managing specialized custodial, escrow and trust services.
Our team has deep experience in all facets of trust operations, banking, securities regulations, and governmental affairs, and we have our own team of full-time, in-house, security-vetted engineers. Together we deliver world class solutions and services to individuals and corporations of all sizes to keep them protected. Member, American Bankers Association and Nevada Trust Company Association.
In 1987 Mr. Purcell founded Newport West Custodial Services, which he built to $1 billion AUM and sold to Commerce Bank of Newport Beach, where he then served as the bank’s Senior Vice President in charge of the trust department. He is the Founder and CEO of FundAmerica, a financial technology firm providing software and back office services to banks, trust companies, broker- dealers, investment advisers, securities exchanges, SEC registered transfer agents, and large issuers (primarily real estate companies). FundAmerica’s software enables escrow management, payment processing, PATRIOT Act compliant AML, transfer agent and broker-dealer compliance for professionals engaged in activities pursuant to Titles II, III and IV of the JOBS Act. He is a founding Board member of the Crowdfunding Intermediary Regulatory Association (CFIRA) and the author of the book “The Definitive Guide to Equity and Debt Crowdfunding” as well as the “Industry Best Practices for Funding Portals”. He is the author of “BD and Registered Portal Regulatory Mechanics” and has been an active editor and co-author of numerous other industry papers. He also started a fixed income trading firm, a clearing broker for institutional investors and published a book "The Guide to Fixed Income Investing". In 1994 he founded Epoch Networks, one of the world's first internet service providers and, as a Board member of the Commercial Internet eXchange often represented the nascent industry before Congress and the FCC. In 1999 he founded OnAir Networks and built the first music storage and streaming services for Sony and Universal. During this time, the Recording Industry Association of America retained him to advise them on internet technology issues and copyright matters and to represent the recording industry before Congress as their technical advocate for intellectual property rights.
Whitney has lead a distinguished 20 year career in financial services operations and technology. He began his career at Merrill Lynch, where he spent two years working on special projects in their Capital Markets Technology group. In April of 2000 he joined WR Hambrecht + Co, the investment bank where he spent almost 17 years in various capacities. In his tenure at WRH+Co, Whitney was central to the design and execution of all capital markets transactions, including the firm’s patented auction-based offerings. Whitney executed the IPOs for Google, Overstock.com, Morningstar, Interactive Brokers, Peet’s Coffee & Tea and many others. Whit’s roles at WRH+Co have included acting as the firms Chief Technology Officer and, most recently, Head of Equity Capital Markets. As CTO he earned several patents for innovations in web-based securities auction processes. And on the front lines of the firm's investment banking business, Whit was responsible for evolving and executing the firm’s platform-based crowdfunding and Regulation A+ mini IPO strategy, designed to offer earlier stage companies a novel path to a public offering under the JOBS Act of 2012.
Hamilton College, Columbia University (MBA), UC Berkeley (MBA)
Noah has a deep background in finance, capital markets, asset securitization and accounting. After earning his degree in accounting on the GI Bill, prior to which he was an air traffic controller Marine Corps, he took the classic route of building his professional credentials by becoming a Certified Public Accountant and working for Ernst & Young, Arthur Andersen and Pricewaterhouse Coopers. He was a vice president at DZ Bank in New York for seven years, followed by Gallatin Advisers, a "fund of funds" hedge fund / allocation adviser, and Contiguity Capital LLC. He is also a Certified Fraud Examiner by Association of Certified Examiners and Certified in Financial Forensics by the AICPA. After 20 years in NYC he has made the move to join Prime Trust in Las Vegas and lead our accounting team.
University of Houston
George S. Georgiades is a corporate and securities attorney in New York with broad experience working with broker-dealers, investment advisors and funding portals on regulatory compliance matters, as well as representing private and public issuers on finance and general corporate matters. Since 2011, he has actively supported the implementation of the JOBS Act reforms and has worked proactively with crowdfunding portals, service providers, industry associations and regulators to guide them as they implement the new regulations. Prior to joining Prime Trust he served as in-house Counsel to Garrison Investment Group LP, a middle market credit and asset based investment advisor with $4.2 billion AUM; Associate Counsel and Compliance Officer at Maxim Group LLC, a FINRA registered broker-dealer; and Associate at Ellenoff Grossman & Schole LLP, a prominent corporate finance law firm.
Fordham School of Law, University of Westminster, Member - New York State Bar
Aja is a CAMS certified anti-money laundering specialist and BSA expert with multiple years of experience in financial services compliance. Her expertise includes KYC, OFAC and AML compliance as well as internal audits. Prior to joining Prime Trust Aja was a major part of the BSA/AML program for TSYS Merchant Solutions.
Kennesaw State University
Kevin brings a decade of new product experience in the tech industry. He started his entrepreneurial career at a young age by founding TINITT, a consulting company that worked on the mobile app strategies for a range of companies from small startups like Handle to Google and other Fortune 500 companies. During his tenure, Kevin became a fellow in the prestigious Kairos Society as well as a member of Peter Thiel’s’ “20 under 20” community. Prior to joining Prime Trust, Kevin led product at FundAmerica, a financial technology firm providing software and back office services to banks, trust companies, broker- dealers, investment advisers, securities exchanges, SEC registered transfer agents, and direct-to-the-crowd securities issuers. Prior to FundAmerica, Kevin was part of the product management team at Strata Decision Technology, an Inc 5000 company in the healthcare software industry acquired by Roper Industries. In his spare time, Kevin has helped aspiring entrepreneurs by lecturing at Purdue University and the University of Illinois, teaching a version of Stanford’s “How to Start a Startup” course at the University of Illinois, and speaking at TEDx events among other conferences.
University of Illinois at Urbana-Champaign
Mr. Jiles brings 17 years of experience as a corporate attorney and entrepreneur with extensive experience in business development, financing and start-ups in the fields of banking, healthcare and entertainment. He has overseen the creation and development of over 30 successful companies. Jon’s current holdings employ over 1,000 people. Mr. Jiles is Chairman of Valir Health, the largest provider of physical, speech and occupational therapy services in Oklahoma. He is also Chairman of the governing body of a joint hospital venture between Valir and the University of Oklahoma Medical Center, the largest provider of medical services in the state. Mr. Jiles is also the current operating manager of numerous successful real estate and investment companies and is a seasoned entrepreneur.
Harvard University, University of Oklahoma College of Law (JD)
Former Governor Robert List is a Senior Partner at the Nevada law firm Kolesar & Leatham. He focuses his law practice primarily on public policy and government relations for corporate and business clients on the federal, state and local levels. His work in government relations has been recognized by The Best Lawyers in America multiple times. He has a particular emphasis on mining, energy, natural resources, construction, banking, gaming and finance. In addition, he counsels clients on administrative and regulatory matters as well as business expansion initiatives and business plans.
Mr. List served as the 24th Governor of Nevada from 1979 to 1983. Prior to being elected Governor, he served for eight years as the elected Attorney General of Nevada after serving as District Attorney of Carson City, Nevada. He was Chairman of both the Western Governors' Association and the Conference of Western Attorneys General. His experience with issues specific to the western states has led to numerous speeches and presentations, including at the prestigious Chautauqua Institute in 2014.
Former Governor List remains politically active in Nevada. Most recently, Mr. List served as chairman of the transition team for Nevada Attorney General-elect Adam Laxalt. He was also the Republican National Committeeman for Nevada and Chairman of the RNC Budget Committee during the 2011-2012 election cycle. He had served as a Presidential or Cabinet Member appointee to governing and advisory boards and commissions under Presidents Nixon, Ford, Carter, and Reagan, and with both Bush administrations.
Mr. List previously served on the boards of First Interstate Bank of Nevada, Business Bank of Nevada and First Asian Bank and he currently serves on several boards of directors, including College Loan Corporation, Extreme Green Electric Vehicles, the Nevada Taxpayers' Association the Keystone Corporation and The Robert List Company. He is also an active volunteer in the Boy Scouts of America.
Utah State University, University of California Hastings College of the Law (JD)
Jor is an attorney and entrepreneur with extensive experience in alternative financing, business development and accelerating growth. He regularly advises companies on their business strategy as well as their extraordinary transactions. He is the co-founder of VerifyInvestor.com, a leading provider of outsourced accredited investor verifications. These verifications are required by federal laws for generally solicited Regulation D, Rule 506(c) capital raises, which comprise the overwhelming majority of crowdfunded dollars. Mr. Law is also a founding shareholder of Homeier Law PC, where his practice primary focus is in the areas of securities, mergers and acquisitions, secured lending, emerging companies, and finance. Mr. Law is particularly well-known for his alternative finance expertise in EB-5 finance and crowdfunding, both industries where he is recognized as one of the foremost and influential advisers in the world.
UC Berkeley, Columbia University (JD)
Brent is a seasoned bank executive with over 20 years of success in banking and financial services. He has served as the CFO of JP Morgan Chase's South Middle Market Commercial banking group, which is the second largest region next to the Northeast. He was also the CFO for Huntington National Bank, a $50B financial institution, and has been CFO and COO for numerous other banks. At various times, Brent has been responsible for billions of dollar in assets, and all the aspects of the demanding role in working with regulators, handling the banks M&A activities, forecasting, accounting systems, operational technology, corporate security, financial reporting & budgets, and vendor relations.
University of Missouri-Columbia
Scott is a former regulatory attorney who has worked at three separate securities regulators, including Deputy Regional Chief Counsel, FINRA, Los Angeles, 2012 to 2015; Enforcement Director, FINRA, New York from 2007 to 2012; Enforcement Director, New York Stock Exchange, 2004 to 2007; Trial Counsel/Senior Special Counsel, New York Stock Exchange, 2003 to 2004; co-chief of the Securities Prosecutions Unit, Bureau of Investor Protection and Securities, Office of the New York State Attorney General, 1999 to 2003; and Assistant Attorney General of the State of New York, 1995 to 1999. He has extensive experience with regulatory investigations and enforcement actions and has led complex criminal and civil prosecutions for the New York State Attorney General's office, the New York Stock Exchange and FINRA. This includes matters involving marketing, inadequate disclosures, failure to supervise and other issues, as well as significant actions involving securities fraud, illegal stock distributions, insider trading, research analyst's conflicts of interest, market timing/late trading, enterprise corruption, stock manipulation, improper sales of complex products, and supervision and supervisory control systems.
Stony Brook University, Albany Law School (JD)
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