Theresa de Leon is the National Director of Sales. Theresa and the sales team are focused on deepening relationships with RIA firms, brokerage houses, centers of influence, and Kestra holdings-associated partners. Theresa received her Juris Doctor from NY Law School, her master’s in accounting from NYU, Stern School of Business Administration, and her Bachelor of Arts in Economics from Yale University. She joined Arden in 2022 and brings over 20 years of experience in trust services and wealth management.

John Rothchild is a vice president and sales executive for Arden Trust Company. His areas of expertise include trust, estate, and tax planning issues. John joined Arden Trust Company in 2020.

Tim Niemiec is a vice president and sales executive for Arden Trust Company.  His diverse background includes 25 years of experience in Wealth and Trust Management, Banking, Tax, and Investments. He provides solutions for clients facing complex planning situations. Tim currently holds the CTFA designation through the American Bankers Association and joined Arden Trust in 2022.

Josh Moore is the Vice President of Sales. He focuses on developing new business relationships and networking with RIAs, financial advisors, CPAs, attorneys, and Kestra Holdings-associated partners to help them leverage our trust services. Josh graduated from Arizona State University with a Bachelor of Science in Business Administration and earned his Master’s in Financial Planning from the University of Georgia. Josh joined Arden in 2022 and, as a former advisor, brings more than 15 years of experience in financial services and wealth management.

Gus Cuello is a Sales Associate at Arden Trust Company. He specializes in engaging with our new partners and guiding them through our onboarding and sales approval processes. Gus graduated from Howard Payne University, earning his Bachelor of Arts in Marketing. Gus joined Arden in 2022, bringing over two decades of experience in the financial services industry, including budgeting, sales, relationship management, and customer service.

Osvaldo is a Sales Associate at Arden Trust Company. He focuses on building trustworthy relationships with our new financial advisor partners nationwide. As one of the first engagement points for our new partners, Osvaldo facilitates the onboarding, documentation, and approval processes to help them hit the ground running. Osvaldo has experience in administrative management, bookkeeping, and accounting.