First Merchants Trust Company
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First Merchants Trust Company Employees
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
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
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
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
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
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
First Merchants Trust Company Membership Director/Special Events CoordinatorRichmond-Wayne County Chamber of CommerceMay 2003 - October 2006
Education
The Ohio State University
Agricultural Education
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
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
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