Community Trust and Investment Company
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Community Trust and Investment Company Employees
Community Trust and Investment Company January 2011 - Present
Community Trust and Investment Company January 2004 - December 2010
First Citizens Bank July 1987 - January 2004
Skills
Investments, Trusts, Wealth Management, Estate Planning, Asset Allocation, Insurance, Investment Management, Management, IRAs, Private Banking, Trust Management, Investment Strategies, Wealth, Portfolio Management, Retirement Planning, Wealth Management..., Asset Management, Financial Analysis, Building Relationships, Strategic Financial..., Accounting, Financial Planning, Investment Advisory, High Net Worth..., Loans
Education
Campbell University 1983 — 1987
BBA, Trust Management, Summa Cum Laude
Community Trust and Investment Company July 2015 - Present
Blue Grass Community Foundation August 2013 - July 2015
Blue Grass Community Foundation January 2012 - July 2013
Toyota On Nicholasville August 2012 - December 2012
New Albany Links Country Club May 2011 - August 2011
Skills
Social Media, Nonprofits, Social Media Marketing, Marketing, Management, Fundraising, Time Management, Community Foundations, Advertising, Event Planning, PowerPoint, Microsoft Word, Leadership, Microsoft Office, Microsoft Excel, Public Speaking
Education
University of Kentucky 2009 — 2013
Marketing and Psychology
Community Trust and Investment Company August 2015 - Present
Community Trust and Investment Company June 2011 - Present
Experian June 2010 - August 2010
Skills
Portfolio Management, Investments, Business Strategy, Financial Analysis, Finance, Financial Modeling, Banking, Equities, Event Planning
Education
Marietta College 2007 — 2011
BA, Finance and Economics
Community Trust and Investment Company June 2013 - July 2015
Republic Bank September 2012 - June 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Microsoft Word, PowerPoint, Teamwork, Outlook, Time Management, Data Analysis, Sales, Customer Satisfaction, Business Analysis, Bloomberg Terminal, Finance, Economics, Econometrics, Banking, Leadership
Education
University of Kentucky 2009 — 2013
Bachelor of Business Administration (BBA), Finance, minor in Mathematics, magna cum laude
University of Kentucky 2009 — 2013
Bachelor of Science (BS), Economics, magna cum laude
St. Xavier High School Louisville KY 2005 — 2009
Parkinsons Support Center January 2014 - Present
Community Trust and Investment Company March 2009 - Present
University of Kentucky September 2012 - April 2014
Parkinson Support Center January 2012 - December 2013
Loyola College 2007 - 2009
Cincinnati Asset Management 1996 - 2007
Union Central 1994 - 1996
Pacholder Associates 1987 - 1994
Anchor Hocking 1985 - 1987
Skills
Portfolio Management, Investments, Asset Management, Wealth Management, Financial Analysis, Credit Analysis, Financial Modeling, Banking, Credit, Commercial Lending, Private Equity, Loans, Finance, Asset Allocation, Commercial Banking
Education
The Ohio State University 1986 — 1988
MBA, Finance
Marietta College 1981 — 1985
BA, Finance
Big Sandy Superstores, Inc October 2011 - Present
Community Trust and Investment Company January 1999 - October 2011
Skills
Customer Service, Budgets, Executive Management, Human Resources, Leadership, Management, Microsoft Excel, Microsoft Office, Negotiation, Payroll, Public Speaking, Recruiting, Sales, Sales Operations, Strategic Planning, Team Building, Time Management, Process Improvement, Purchasing Negotiation, Training, Employee Benefits, Operations Management
Education
The University of Pennsylvania Wharton School and the International Foundation of Employee Benefit Plans
Certified Employee Benefit Specialist, Human Resources Management/Personnel Administration, General
Park University
Bachelor of Science with Distinction, Human Resource Management
Mullins Clemmons & Mayes, PLLC January 2015 - Present
Community Trust and Investment Company February 2014 - December 2014
Golf Club of the Bluegrass April 2010 - December 2014
Exceptional Living Centers May 2012 - September 2014
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft GP, Finance, Accounting, Bloomberg Terminal, Great Plains Software, PowerPoint, Investments
Education
University of Kentucky 2010 — 2014
Bachelor's Degree, Finance & Accounting
Community Trust and Investment Company September 2011 - Present
Community Trust and Investment Company September 2008 - August 2011
Community Trust Bank June 2003 - August 2008
Coleman Oil Company 1998 - 2003
Skills
Asset Management, Investments, Fixed Income, Credit Analysis, Financial Analysis, Financial Reporting, Budgets, Banking, Accounting, Credit, Asset Allocation, Account Reconciliation, Budget Process, Accruals, Performance Reporting, Timely Decision Making, Software Project..., Report Writing, Budget Forecasts, Compliance, Microsoft Excel, Operational Efficiency, Corporate Communications, Software Implementation...
Education
Morehead State University
Master of Business Administration (M.B.A.)
University of Kentucky
Bachelor of Business Administration (B.B.A.), Management
Unified Trust Company, N.A. June 2015 - Present
Community Trust and Investment Company April 2011 - June 2014
Community Trust and Investment Company March 2004 - April 2011
Bank One 2002 - 2003
Morgan Keegan 2000 - 2001
J. C. Bradford & Co. 1997 - 2000
Skills
Investments, Asset Management, Wealth Management, Portfolio Management, Financial Analysis, Asset Allocation, Investment Strategies, Investment Management, Fixed Income, Bonds, Equity Research, Equities, Investment Advisory, Mutual Funds, Retirement Planning, Securities, Strategic Financial..., Finance
Education
Duke University 1990 — 1994
BA, Political Science
The Hill School
The Lexington School
Community Trust and Investment Company March 2012 - Present
The Sapphire Group, LLC January 2010 - November 2011
Northwestern Mutual June 2008 - January 2010
Unified Trust Company, N.A. January 2005 - June 2008
Merrill Lynch January 2003 - January 2005
D. Scott Neal, Inc. June 2001 - January 2003
Ford Motor Company January 1994 - February 2002
Skills
Problem Solving, Lean Manufacturing, Strategic Planning, Budgeting, Financial Analysis, Financial Planning, Financial Management, Analysis, Budgets, Business Development, Continuous Improvement, Kaizen, Management, Managerial Finance, Manufacturing, Strategic Financial..., Value Stream Mapping, Trust Services, Wealth Management, Public Speaking, Customer Service, Leadership, Finance, CRM, Process Improvement, Retirement Planning, Team Building, Sales, Investments, Strategy
Education
Michigan State University - The Eli Broad College of Business 1999 — 2001
Masters, Integrative Management
Georgia Institute of Technology 1989 — 1993
Bachelor of Science, International Affairs
Leadership Lexington 2003 — 2004
A Coppler Construction Co. June 2008 - Present
Community Trust and Investment Company June 2007 - June 2008
Chase Investments January 1998 - May 2006
Morgan Stanley 1983 - 1998
Education
University of Kentucky 1974 — 1979
Bachelor of Science, Business Administration