Unlocking Private Credit Investing for SDIRAs from a New Perspective

Join Us for Our Upcoming 
Free Webinar!

When: Thursday, March 28, 2024 at 1:30 PM ET / 10:30 AM PT
(45 minutes)
Join Dana Udumulla, Investments Manager, and Brianna Avillo, SDIRA Marketing Manager at Madison Trust, for an insightful webinar on investing in private credit with Self-Directed IRAs. Discover how Madison Trust acts as the bridge between potential investors and private credit opportunities with this powerful investment vehicle.
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Featured Speakers

Dana Udumulla
As the Investments Manager at Madison Trust Company, Dana Udumulla brings a wealth of experience in the alternative investment industry. With her expertise, Dana has helped numerous clients achieve their investment goals through Self-Directed IRAs. As a Certified IRA Services Professional, Dana specializes in IRAs and alternative investments such as real estate, private equity, and many more. In her role at Madison Trust Company, she oversees the team that assists clients with their investments while ensuring compliance with IRS regulations. Dana is dedicated to empowering investors to gain control of their retirement planning to achieve their financial goals and secure their financial future.
Brianna Avillo
Brianna is honored to serve as Manager of the Marketing Department at Madison Trust Company. With six years of experience in marketing, she excels in delivering creative solutions that have helped companies bring their missions to the world. Her positive and motivating demeanor instills purpose, direction, and enthusiasm within her team. On a daily basis, she takes charge of spearheading marketing initiatives, orchestrating resources, and establishing top-tier quality and performance benchmarks. Additionally, Brianna consistently communicates project results and potential risks to the relevant management levels, ensuring peak performance at every turn.

Who Is Madison Trust?

Madison Trust an "investor first" Self-Directed IRA custodian. You will get some of the industry's lowest fees and amazing client support as you gain control of your retirement investments.

Are You Ready to Retire Richer?

Sign up for our upcoming webinar today!
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This content is for educational purposes only.

Disclaimer: All the information contained on our website is a general discussion for informational purposes only. Madison Trust Company does not provide legal, tax or investment advice. Nothing of the foregoing, or of any other written, electronic, or oral statement or communication by Madison Trust Company or its representatives, is intended to be, or may be relayed as, legal, tax, investment advice, statements, opinions, or predictions. Before making investment decisions, please consult the appropriate legal, tax, and investment professionals for advice.

Ready to start investing in your future?

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Corporate Headquarters:
Madison Trust Company
401 East 8th Street • Suite 200
Sioux Falls, SD 57103
Mailing Address:
Madison Administration Company
One Paragon Drive • Suite 275
Montvale, NJ 07645
Hours:
Monday - Thursday: 9:00AM - 6:00PM EST
Friday: 10:00AM - 4:00PM EST
Saturday/Sunday: Closed
Contact:
(800) 721-4900
[email protected]
F: 845-947-1212
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