Katie Essel, Trust Operations/Tax Specialist at IPX Retirement

Katie Essel

Trust Operations/Tax Specialist at IPX Retirement | Aurora, Colorado, United States

Profile last verified July 2026
Financial Services Verified Profile Aurora, Colorado, United States
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***@gmail.com

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Phone Number

130*****

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Katie Essel Socials
Katie Essel Work Experience

Trust Operations/Tax Specialist at IPX Retirement in October 2020 - Present

About Katie Essel’s Current Company
IPX Retirement

IPX Retirement is a leading provider of trust, custody, technology supporting the distribution of lifetime income in the 401k industry. Our innovative multi-vendor, multi-provider approach delivers superior value for financial advisors, plan sponsors, investment providers, insurance carriers, and the Investors they serve.

Discover more about IPX Retirement
Katie Essel’s Colleagues
Aston Blake

Aston Blake

Englewood, Colorado, United States

Senior Account Executive at IPX Retirement

Senior Account Executive at IPX Retirement
(June 2022 – Present)

Aaron Bradford

Aaron Bradford

Long Beach, California, United States

Chief Technology Officer at IPX Retirement

Chief Technology Officer at IPX Retirement
(June 2021 – Present)

Paul Delcogliano

Paul Delcogliano

New York, New York, United States

VP of Technology at IPX Retirement

technology director at Optech System, Inc.
(August 2026 – August 2026)

Manish Konda

Manish Konda

United States

Opentext exstream consultant

Opentext exstream consultant at IPX Retirement
(October 2022 – Present)

Kevin Gilmore

Kevin Gilmore

Greater Sacramento

Director of Operations

Manager - Trading Team at Ascensus
(August 2026 – August 2026)

Christina Nazarenus

Christina Nazarenus

Denver, Colorado, United States

Director of Accounting

Director of Accounting at Beken Holdings
(October 2023 – Present)

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Frequently asked questions about Katie Essel

What is Katie Essel email address?

Email Katie Essel at [email protected], [email protected] and [email protected]. This email is the most updated Katie Essel's email found in 2026.

How to contact Katie Essel?

To contact Katie Essel send an email to [email protected], [email protected] or [email protected].

What company does Katie Essel work for?

Katie Essel works for IPX Retirement.

What is Katie Essel's role at IPX Retirement?

Katie Essel is Trust Operations/Tax Specialist

What industry does Katie Essel work in?

Katie Essel works in the Financial Services industry.

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