ClearPoint Federal Bank & Trust
Description
Founded: 1998 Parent organization: Forethought Financial Group, Inc.
ClearPoint Federal Bank & Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at ClearPoint Federal Bank & Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
ClearPoint Federal Bank & Trust Salaries. You can even request information on how much does ClearPoint Federal Bank & Trust pay if you want to. Learn about salaries, pros and cons of working for ClearPoint Federal Bank & Trust directly from the past employees.
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ClearPoint Federal Bank & Trust Employees
Employee
Years
Job
Industry
George Junker George Junker's ClearPoint Federal Bank & Trust Experience December 1996 - Present
Job President, ClearPoint Federal Bank & Trust (formerly Forethought Federal Savings Bank)
Industry Banking
Experience
ClearPoint Federal Bank & Trust December 1996 - Present
Skills
Strategic Planning, Insurance, Process Improvement, Team Building, Small Business, Customer Oriented, Cross-functional Team..., Leadership, Financial Analysis, Banking, Marketing Strategy, Sales Management, Customer Service, Operations Management, New Business Development, Budgets, Public Speaking, Business Strategy, Marketing Communications, Strategy, Marketing
Education
University of Notre Dame 1976 — 1980
Bachelor of Business Administration (BBA), Accounting
ClearPoint Federal Bank & Trust December 1996 - Present
Skills
Strategic Planning, Insurance, Process Improvement, Team Building, Small Business, Customer Oriented, Cross-functional Team..., Leadership, Financial Analysis, Banking, Marketing Strategy, Sales Management, Customer Service, Operations Management, New Business Development, Budgets, Public Speaking, Business Strategy, Marketing Communications, Strategy, Marketing
Education
University of Notre Dame 1976 — 1980
Bachelor of Business Administration (BBA), Accounting
Sandra Kopchok Sandra Kopchok's ClearPoint Federal Bank & Trust Experience September 2014 - Present
Job Trust Administrator at ClearPoint Federal Bank & Trust
Industry Financial Services
Experience
ClearPoint Federal Bank & Trust September 2014 - Present
JPMorgan Chase March 2013 - September 2014
Wells Fargo November 2012 - March 2013
JPMorgan Chase September 2008 - November 2012
Skills
Trust Services, Wealth Management, High Net Worth..., Investments, Asset Management, Portfolio Management, Private Banking, Investment Management, Estate Planning
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2004 — 2007
Doctor of Law (J.D.), Law
University of Illinois at Urbana-Champaign 1998 — 2002
Bachelor of Science (B.S.), Psychology
ClearPoint Federal Bank & Trust September 2014 - Present
JPMorgan Chase March 2013 - September 2014
Wells Fargo November 2012 - March 2013
JPMorgan Chase September 2008 - November 2012
Skills
Trust Services, Wealth Management, High Net Worth..., Investments, Asset Management, Portfolio Management, Private Banking, Investment Management, Estate Planning
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2004 — 2007
Doctor of Law (J.D.), Law
University of Illinois at Urbana-Champaign 1998 — 2002
Bachelor of Science (B.S.), Psychology
Alex Siefert's ClearPoint Federal Bank & Trust Experience July 2015 - Present
Job Trust Operations Team Lead at ClearPoint Federal Bank & Trust
Industry Financial Services
Experience
ClearPoint Federal Bank & Trust July 2015 - Present
ClearPoint Federal Bank & Trust January 2013 - Present
Forethought Financial Services July 2011 - December 2012
Hill-Rom June 2010 - August 2010
Franklin College February 2010 - May 2010
Skills
Social Media, Management, Microsoft Excel, Leadership, Microsoft Office, Access, Time Management, Data Analysis, Customer Service, Teamwork
Education
Franklin College, Franklin 2007 — 2011
Bachelor of Arts Degree, Applied Mathematics
Indiana University - Kelley School of Business
Master of Business Administration (M.B.A.), Business Administration and Management, General
Batesville High School
ClearPoint Federal Bank & Trust July 2015 - Present
ClearPoint Federal Bank & Trust January 2013 - Present
Forethought Financial Services July 2011 - December 2012
Hill-Rom June 2010 - August 2010
Franklin College February 2010 - May 2010
Skills
Social Media, Management, Microsoft Excel, Leadership, Microsoft Office, Access, Time Management, Data Analysis, Customer Service, Teamwork
Education
Franklin College, Franklin 2007 — 2011
Bachelor of Arts Degree, Applied Mathematics
Indiana University - Kelley School of Business
Master of Business Administration (M.B.A.), Business Administration and Management, General
Batesville High School
Cassandra Dickey's ClearPoint Federal Bank & Trust Experience May 2015 - August 2015
Job Marketing Major at IU Kelley School of Business
Industry Marketing and Advertising
Experience
Indiana University Kelley School of Business January 2015 - Present
Indiana University Kelley School of Business 2014 - Present
ClearPoint Federal Bank & Trust May 2015 - August 2015
Indiana University Athletic Ticket Office August 2014 - August 2015
H&R Block January 2011 - August 2014
Skills
Leadership, Communication, Time Management, Marketing, Microsoft Excel, Access, Organizational Design, Event Planning, Social Media
Education
Batesville High School 2010 — 2014
High School
Indiana University Bloomington
Marketing, Freshman
Indiana University Kelley School of Business January 2015 - Present
Indiana University Kelley School of Business 2014 - Present
ClearPoint Federal Bank & Trust May 2015 - August 2015
Indiana University Athletic Ticket Office August 2014 - August 2015
H&R Block January 2011 - August 2014
Skills
Leadership, Communication, Time Management, Marketing, Microsoft Excel, Access, Organizational Design, Event Planning, Social Media
Education
Batesville High School 2010 — 2014
High School
Indiana University Bloomington
Marketing, Freshman
Ashlee Theising's ClearPoint Federal Bank & Trust Experience September 2014 - Present
Job Vice President, Trust Operations at ClearPoint Federal Bank & Trust
Industry Banking
Experience
ClearPoint Federal Bank & Trust September 2014 - Present
ClearPoint Federal Bank & Trust January 2014 - September 2014
Forethought Financial Services, Inc. August 2010 - December 2013
Forethought Financial Services July 2008 - September 2010
Forethought Financial Services January 2006 - July 2008
Rotary Lift November 2004 - December 2005
FCN Bank, NA April 2004 - May 2005
Skills
SOX, Auditing, Audit, Customer Service, Excel, Word, PowerPoint, Microsoft Office, Analysis, Business Analysis, Problem Solving, Compliance, Outlook, Process Improvement, Operations Management, Insurance, Team Leadership, Financial Analysis, Microsoft Excel, Project Management, Organizational Vision, Management, Financial Services, Account Management, Strategic Planning
Education
Northern Kentucky University 2009 — 2010
Certificate, Business Informatics
Cannon Trust School 2006 — 2007
Certificate, Personal Trust I and II
Hanover College 2002 — 2005
B.A., Economics
ClearPoint Federal Bank & Trust September 2014 - Present
ClearPoint Federal Bank & Trust January 2014 - September 2014
Forethought Financial Services, Inc. August 2010 - December 2013
Forethought Financial Services July 2008 - September 2010
Forethought Financial Services January 2006 - July 2008
Rotary Lift November 2004 - December 2005
FCN Bank, NA April 2004 - May 2005
Skills
SOX, Auditing, Audit, Customer Service, Excel, Word, PowerPoint, Microsoft Office, Analysis, Business Analysis, Problem Solving, Compliance, Outlook, Process Improvement, Operations Management, Insurance, Team Leadership, Financial Analysis, Microsoft Excel, Project Management, Organizational Vision, Management, Financial Services, Account Management, Strategic Planning
Education
Northern Kentucky University 2009 — 2010
Certificate, Business Informatics
Cannon Trust School 2006 — 2007
Certificate, Personal Trust I and II
Hanover College 2002 — 2005
B.A., Economics
Dan Wisley's ClearPoint Federal Bank & Trust Experience January 2010 - Present
Job VP,Chief Financial Officer at ClearPoint Federal Bank & Trust
Industry Financial Services
Experience
ClearPoint Federal Bank & Trust January 2010 - Present
Forethought Capital Funding, Inc January 2010 - December 2013
Forethought Financial Group, Inc. November 2007 - January 2010
Forethought Financial Services April 2001 - November 2007
Bank One September 1998 - April 2001
Banc One Mortgage Corp 1993 - 1998
Skills
Auditing, Finance, Banking, Accounting, Financial Reporting, Forecasting, Budgets, Financial Services, Project Management, Portfolio Management, Insurance, Internal Audit, Teamwork
Education
Indiana University - Kelley School of Business 1977 — 1979
MBA, Finance
Indiana University - Kelley School of Business 1972 — 1976
BS, Accounting
ClearPoint Federal Bank & Trust January 2010 - Present
Forethought Capital Funding, Inc January 2010 - December 2013
Forethought Financial Group, Inc. November 2007 - January 2010
Forethought Financial Services April 2001 - November 2007
Bank One September 1998 - April 2001
Banc One Mortgage Corp 1993 - 1998
Skills
Auditing, Finance, Banking, Accounting, Financial Reporting, Forecasting, Budgets, Financial Services, Project Management, Portfolio Management, Insurance, Internal Audit, Teamwork
Education
Indiana University - Kelley School of Business 1977 — 1979
MBA, Finance
Indiana University - Kelley School of Business 1972 — 1976
BS, Accounting
Natalie Maret's ClearPoint Federal Bank & Trust Experience January 2014 - Present
Job Trust Administrator at ClearPoint Federal Bank & Trust
Industry Banking
Experience
ClearPoint Federal Bank & Trust January 2014 - Present
Forethought Financial Services, Inc. August 2010 - December 2013
Forethought Financial Services June 1993 - August 2010
Skills
Administration, Customer Relations, Excel, Word, Customer Service, Problem Solving, Operations Management, Microsoft Word, Insurance, Microsoft Excel, Process Improvement, Strategic Planning, Coaching, Sales, Training, Account Management, Banking, Forecasting, Risk Management, Team Building, Management, Marketing Strategy, Personal Trust..., Marketing
Education
Indiana University Bloomington 1984 — 1988
Public Health, Hospital Administration
Immaculate Conception Academy 1980 — 1984
High School
ClearPoint Federal Bank & Trust January 2014 - Present
Forethought Financial Services, Inc. August 2010 - December 2013
Forethought Financial Services June 1993 - August 2010
Skills
Administration, Customer Relations, Excel, Word, Customer Service, Problem Solving, Operations Management, Microsoft Word, Insurance, Microsoft Excel, Process Improvement, Strategic Planning, Coaching, Sales, Training, Account Management, Banking, Forecasting, Risk Management, Team Building, Management, Marketing Strategy, Personal Trust..., Marketing
Education
Indiana University Bloomington 1984 — 1988
Public Health, Hospital Administration
Immaculate Conception Academy 1980 — 1984
High School
Elizabeth (Cassin) Kmiec's ClearPoint Federal Bank & Trust Experience October 2013 - Present
Job Trust Administration Manager at ClearPoint Federal
Industry Financial Services
Experience
ClearPoint Federal Bank & Trust October 2013 - Present
J.P. Morgan June 2008 - October 2013
J.P. Morgan June 2006 - June 2008
Skills
Personal Trust..., Estate Planning, Team Management
Education
Loyola University Chicago School of Law 2003 — 2006
Doctor of Law (J.D.), Tax Law/Taxation & Estate Planning
University of Notre Dame 1999 — 2003
Bachelor of Arts (B.A.), Political Science and Psychology
ClearPoint Federal Bank & Trust October 2013 - Present
J.P. Morgan June 2008 - October 2013
J.P. Morgan June 2006 - June 2008
Skills
Personal Trust..., Estate Planning, Team Management
Education
Loyola University Chicago School of Law 2003 — 2006
Doctor of Law (J.D.), Tax Law/Taxation & Estate Planning
University of Notre Dame 1999 — 2003
Bachelor of Arts (B.A.), Political Science and Psychology