First Merchants Trust Company

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First Merchants Trust Company Employees

Employee
Years
Job
Industry
Brooke Snyder, CFA Brooke Snyder, CFA Indianapolis, Indiana Area Details
Brooke Snyder, CFA's First Merchants Trust Company Experience 2005 - 2006
Job Executive Director at Column Capital Advisors, LLC
Industry Financial Services
Experience
Column Capital Advisors, LLC   April 2013 - Present
BMO Private Bank  2009 - 2013
Indiana Public Employees' Retirement Fund  2006 - 2009
First Merchants Trust Company   2005 - 2006
Old National Trust Company  2001 - 2005
Charles Schwab  1995 - 2001

Skills
Investments, Portfolio Management, Financial Modeling, Financial Analysis, Strategic Financial..., Retirement Planning, Equities

Education
Indiana University Bloomington   1988 — 1993
B.S., Kelley School of Business

Rita Smith Rita Smith Lafayette, Indiana Area Details
Rita Smith's First Merchants Trust Company Experience February 2013 - Present
Job Vice President Client Advisor at First Merchants Trust Company
Industry Financial Services
Experience
First Merchants Trust Company   February 2013 - Present
North Central Health Services, Inc.   January 2004 - November 2012
Merrill Lynch  March 2000 - November 2003
Lafayette Bank and Trust Company   January 1981 - February 2000

Skills
Trust and Estate..., Retirement Planning, Investment Management..., Financial Planning and..., Investments, Personal Finance, Wealth Management, Business Development, Nonprofits, Investment Management, Finance, Strategic Financial...

Education
Purdue University   2009 — 2012
Bachelor of Science (BS), Organizational Leadership & Supervision (OLS), With Highest Distinction, 4.0/4.0

American Bankers Association   1994 — 1996
Stonier Graduate School of Banking, With Distinction

College for Financial Planning
Certified Financial Planning Designation

Rhonda S. (King) Davis Rhonda S. (King) Davis Indianapolis, Indiana Details
Rhonda S. (King) Davis's First Merchants Trust Company Experience July 2008 - Present
Job Vice President and Senior Trust Officer at First Merchants Trust Company
Industry Investment Management
Experience
First Merchants Trust Company   July 2008 - Present
Salin Bank & Trust  March 1996 - July 2008
Peoples Loan and Trust Bank   June 1985 - February 1996

Skills
Banking, Wealth Management, Loans, Portfolio Management, Commercial Banking, Commercial Lending, Retail Banking, Small Business Lending, Credit, Accounting, Mortgage Lending, Finance, Investments, Retirement Planning, Cash Management, Credit Analysis, Securities, Mutual Funds, Financial Analysis

Education
Indiana Wesleyan University   2005 — 2009
BS Mgmt, Business

Winchester Community High School

Jim Thrash Jim Thrash Las Vegas, Nevada Area Details
Jim Thrash's First Merchants Trust Company Experience 2002 - 2005
Job Buyers Agent Keller Williams, Specializing in Residential Real Estate
Industry Real Estate
Experience
Keller Williams  January 2010 - Present
First Merchants Trust Company   2002 - 2005
First Merchants Trust Company   1981 - 2004

Skills
REO, Short Sales, Foreclosures, Investors, First Time Home Buyers, SFR, Buyer Representation, Investment Properties, New Home Sales, Real Estate, Relocation, Single Family Homes, Real Property, Relocation Buyers, Condos, Luxury, Rentals, Townhomes, Real Estate Transactions, Vacation Homes, Property, Buyers, HUD, Referrals, Move Up Buyers, Seniors, Residential Homes, New Homes, Selling, ABR, 1031 Exchanges, National Association of..., Real Estate Economics, Property Management, FHA, Income Properties, e-PRO, Seller Representation, Resellers, Waterfront

Education
Indiana University Bloomington   1967 — 1971
Bachelor's degree, Accounting and Finance

Kimberly Risk Loveless Kimberly Risk Loveless Lafayette, Indiana Area Details
Kimberly Risk Loveless's First Merchants Trust Company Experience August 1981 - Present
Job CTFA, Vice president and Trust Officer at First Merchants Trust Company
Industry Banking
Experience
First Merchants Trust Company   August 1981 - Present
First Merchants Trust Company   August 1981 - Present

Skills
Real Estate, Banking, Commercial Banking, Loans, Leadership, Commercial Lending, Customer Service, Credit, Accounting, Credit Analysis, Portfolio Management, Small Business Lending, Finance, Wealth Management, Strategic Financial..., Cash Management, Investments, Retail Banking, Estate Administration, Estate Planning, Retirement Planning, Trust Services, Mutual Funds, Financial Analysis, Securities

Education
Purdue University   1976 — 1981
Bachelor of Applied Science (BASc), Agricultural Economics

McCutcheon High School   1972 — 1976

Candy Shannon, CSOP Candy Shannon, CSOP Muncie, Indiana Details
Candy Shannon, CSOP's First Merchants Trust Company Experience July 2005 - Present
Job Vice President and Manager, Trust Operations, First Merchants Trust Company
Industry Financial Services
Experience
First Merchants Trust Company   July 2005 - Present
Old National Wealth Management  January 1999 - July 2005

Skills
Commercial Lending, Credit, Sales Management, Strategic Financial..., Customer Service, Banking, Wealth Management, Investments, Trust Operations, Cash Management, Risk Management, Commercial Banking, Product Management, Securities, Strategic Planning, Team Leadership, Portfolio Management

Education
Ball State University   1989 — 1994

Barb Orbik Barb Orbik Cincinnati Area Details
Barb Orbik's First Merchants Trust Company Experience Membership Director/Special Events CoordinatorRichmond-Wayne County Chamber of CommerceMay 2003 - October 2006
Job Investment Consultant at First Merchants Trust Company
Industry Investment Management
Experience
First Merchants Trust Company   Membership Director/Special Events CoordinatorRichmond-Wayne County Chamber of CommerceMay 2003 - October 2006

Education
The Ohio State University
Agricultural Education

Terri Matchett Terri Matchett Muncie, Indiana Area Details
Terri Matchett's First Merchants Trust Company Experience PresidentOld National Trust CompanyJanuary 1974 - March 2005
Job President and CEO at First Merchants Trust Company
Industry Banking
Experience
First Merchants Trust Company   PresidentOld National Trust CompanyJanuary 1974 - March 2005

Education
Wabash College Executive Program   1980 — 1983
Executive Program

ABA National Graduate Trust School   1977 — 1979
ABA Trust School

Ball State University   1968 — 1972
BA

Danielle Beard Danielle Beard Lake City, Florida Details
Danielle Beard's First Merchants Trust Company Experience August 2005 - December 2012
Job Accountant (BCC) at Columbia County Clerk of Court
Industry Accounting
Experience
Columbia County Clerk of Court   July 2014 - Present
Powell and Jones CPA   October 2013 - July 2014
First Merchants Trust Company   August 2005 - December 2012
Munseetown Community Federal Credit Union   July 1999 - August 2005

Skills
Banking, Customer Service, Outlook, Excel, Word, PowerPoint, Auditing, Compliance, Microsoft Excel, Microsoft Word, Accounting, Risk Management, Finance, Credit, Financial Analysis, Financial Reporting, Loans

Education
Indiana Wesleyan University   1999 — 2004
Bachelor, Accounting and Finance

Marla Haughn Marla Haughn Muncie, Indiana Details
Marla Haughn's First Merchants Trust Company Experience July 2009 - Present
Job Admin. Specialist at First Merchants Trust Company
Industry Investment Management
Experience
First Merchants Trust Company   July 2009 - Present

Skills
Microsoft Excel

Education
Ball State University   1994 — 1996
Bachelor of Science (BS), Biology, General with a concentration in genetics

Purdue University   1992 — 1994
Human Biology