Cumberland Trust and Investment Company
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Cumberland Trust and Investment Company Employees
Employee
Years
Job
Industry
Elsie Bennett Elsie Bennett's Cumberland Trust and Investment Company Experience February 2015 - Present
Job Singer/Songwriter Trust Specialist at Cumberland Trust and Investment Company
Industry Music
Experience
Cumberland Trust and Investment Company February 2015 - Present
Science Camp Records August 2013 - Present
Mom+Pop Music September 2013 - Present
Fort Houston: The Brick Factory, LLC and The Zombie Shop, LLC January 2013 - Present
The American Songwriter August 2012 - Present
Independent Artist August 2011 - Present
YWCA USA August 2014 - February 2015
David Remedios M.D. Medical Office August 2008 - August 2009
Skills
Communication, Singing, Music Industry, Music, Office Administration, Administrative..., Discipline, Overseeing, Problem Solving, Voiceovers, Goal Oriented, Easy to Talk to, Child Development, Childcare, Time Management, Creative Writing, Creative Direction, Writing, Windows, Songwriting, A&R, Social Media, Music Publishing, Final Cut Pro, Logic Pro, Recording, Facebook, iMovie, Data Entry, Entertainment, Studio Recording, Pinterest, Pro Tools, PowerPoint, Audio Engineering, Radio, Event Planning, Talent Booking, Digital Music Marketing, Social Networking, Blogging, Tumblr, Music Licensing, Music Journalism, Publicity, Singer-songwriter, Record Labels, Entertainment Industry, Ableton Live, Concerts
Education
Belmont University 2010 — 2014
Bachelor of Arts (B.A.), Songwriting and Music Business, 3.86
Cumberland Trust and Investment Company February 2015 - Present
Science Camp Records August 2013 - Present
Mom+Pop Music September 2013 - Present
Fort Houston: The Brick Factory, LLC and The Zombie Shop, LLC January 2013 - Present
The American Songwriter August 2012 - Present
Independent Artist August 2011 - Present
YWCA USA August 2014 - February 2015
David Remedios M.D. Medical Office August 2008 - August 2009
Skills
Communication, Singing, Music Industry, Music, Office Administration, Administrative..., Discipline, Overseeing, Problem Solving, Voiceovers, Goal Oriented, Easy to Talk to, Child Development, Childcare, Time Management, Creative Writing, Creative Direction, Writing, Windows, Songwriting, A&R, Social Media, Music Publishing, Final Cut Pro, Logic Pro, Recording, Facebook, iMovie, Data Entry, Entertainment, Studio Recording, Pinterest, Pro Tools, PowerPoint, Audio Engineering, Radio, Event Planning, Talent Booking, Digital Music Marketing, Social Networking, Blogging, Tumblr, Music Licensing, Music Journalism, Publicity, Singer-songwriter, Record Labels, Entertainment Industry, Ableton Live, Concerts
Education
Belmont University 2010 — 2014
Bachelor of Arts (B.A.), Songwriting and Music Business, 3.86
Katie Thrash's Cumberland Trust and Investment Company Experience November 2014 - Present
Job Receptionist at Cumberland Trust and Investment Company
Industry Marketing and Advertising
Experience
Cumberland Trust and Investment Company November 2014 - Present
White House Black Market August 2014 - Present
Catalyst - A Marketing Company May 2014 - July 2014
White House Black Market May 2014 - July 2014
Southern Adventist University January 2014 - April 2014
Southern Adventist University September 2013 - April 2014
Southern Adventist University August 2011 - April 2014
Lake Lure Tours May 2009 - August 2013
Mount Pisgah Academy August 2006 - May 2010
Skills
InDesign, Photoshop, Microsoft Office, Microsoft Excel, PowerPoint, SPSS, Organizing Skills, Leadership Skills, Facebook, Pinterest, Twitter, Instagram, Photography, Social Networking, OS X, Social Media Marketing, Social Media, Event Planning, Editing, Time Management, Microsoft Word, Teamwork, Mac, Research, Marketing Communications, Advertising, Online Marketing, Event Management, Marketing, Outlook, Newsletters, English, Leadership
Education
Southern Adventist University 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
Mount Pisgah Academy 2006 — 2010
College Prep
Cumberland Trust and Investment Company November 2014 - Present
White House Black Market August 2014 - Present
Catalyst - A Marketing Company May 2014 - July 2014
White House Black Market May 2014 - July 2014
Southern Adventist University January 2014 - April 2014
Southern Adventist University September 2013 - April 2014
Southern Adventist University August 2011 - April 2014
Lake Lure Tours May 2009 - August 2013
Mount Pisgah Academy August 2006 - May 2010
Skills
InDesign, Photoshop, Microsoft Office, Microsoft Excel, PowerPoint, SPSS, Organizing Skills, Leadership Skills, Facebook, Pinterest, Twitter, Instagram, Photography, Social Networking, OS X, Social Media Marketing, Social Media, Event Planning, Editing, Time Management, Microsoft Word, Teamwork, Mac, Research, Marketing Communications, Advertising, Online Marketing, Event Management, Marketing, Outlook, Newsletters, English, Leadership
Education
Southern Adventist University 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
Mount Pisgah Academy 2006 — 2010
College Prep
Janet A. Lemnell's Cumberland Trust and Investment Company Experience August 2014 - August 2015
Job Authorized Officer Client Onboarding Specialist at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management September 2015 - Present
Cumberland Trust and Investment Company August 2014 - August 2015
Cumberland Trust & Investment Company July 2014 - August 2014
Cumberland Trust August 2013 - July 2014
UBS August 2007 - August 2013
UBS March 2000 - August 2007
JC Bradford September 1997 - March 2000
Skills
Micro Soft Office..., Organizing, Communicating, Series 7, Series 63, Uniform Combined State..., Training, Stocks, Finance, Internal Audit, Analysis, Analytical Skills, CRM, Employee Benefits, Leadership, Management, Customer Service, Asset, Risk Management, Financial Services
Education
Montana State University-Bozeman 1990 — 1993
Computer Science
UBS Wealth Management September 2015 - Present
Cumberland Trust and Investment Company August 2014 - August 2015
Cumberland Trust & Investment Company July 2014 - August 2014
Cumberland Trust August 2013 - July 2014
UBS August 2007 - August 2013
UBS March 2000 - August 2007
JC Bradford September 1997 - March 2000
Skills
Micro Soft Office..., Organizing, Communicating, Series 7, Series 63, Uniform Combined State..., Training, Stocks, Finance, Internal Audit, Analysis, Analytical Skills, CRM, Employee Benefits, Leadership, Management, Customer Service, Asset, Risk Management, Financial Services
Education
Montana State University-Bozeman 1990 — 1993
Computer Science
Joshua Mayo's Cumberland Trust and Investment Company Experience September 2015 - Present
Job Assistant Vice President & Fiduciary Counsel at Cumberland Trust and Investment Company
Industry Law Practice
Experience
Cumberland Trust and Investment Company September 2015 - Present
Cumberland Trust and Investment Company June 2015 - Present
Cumberland Trust & Investment Co December 2013 - Present
Law Office of Joshua Mayo March 2013 - December 2013
Metropolitan Nashville Police Department February 2009 - April 2013
Metropolitan Nashville Police Department February 2007 - February 2009
Metropolitan Nashville Police Department March 2003 - February 2007
Skills
Legal Research, Policy, Legislative Relations, Government, Public Policy, Legal Assistance, Legal Writing, Policy Analysis, Editing, Westlaw, Criminal Law, Criminal Investigations, Enforcement, Public Speaking, Criminal Defense, Wills, Legal Compliance, Administrative Law, Employment Law, Domestic Relations, Family Law, Private Investigations, Courts, Civil Litigation, Police, Juvenile Law, Municipal Law, Breach Of Contract, Estate Administration, Powers of Attorney, Estate Planning, Lexis, Document Review, Criminal Justice, White Collar Criminal..., Preparation of Wills, Criminal Defense Lawyer, Legal Issues, Divorce Law, Hearings, Felonies, Evidence, Criminal Defense..., Patrol, Dispute, Legal Education, Internal Investigations, Legal Advice, Drug Cases, Public Liability
Education
Nashville School of Law 2008 — 2012
Juris Doctor, Law
Trevecca Nazarene University 2005 — 2006
Masters of Arts, Psychology / Counseling
Middle Tennessee State University 1998 — 2002
Bachelors of Science, Criminal Justice Administration
Cumberland Trust and Investment Company September 2015 - Present
Cumberland Trust and Investment Company June 2015 - Present
Cumberland Trust & Investment Co December 2013 - Present
Law Office of Joshua Mayo March 2013 - December 2013
Metropolitan Nashville Police Department February 2009 - April 2013
Metropolitan Nashville Police Department February 2007 - February 2009
Metropolitan Nashville Police Department March 2003 - February 2007
Skills
Legal Research, Policy, Legislative Relations, Government, Public Policy, Legal Assistance, Legal Writing, Policy Analysis, Editing, Westlaw, Criminal Law, Criminal Investigations, Enforcement, Public Speaking, Criminal Defense, Wills, Legal Compliance, Administrative Law, Employment Law, Domestic Relations, Family Law, Private Investigations, Courts, Civil Litigation, Police, Juvenile Law, Municipal Law, Breach Of Contract, Estate Administration, Powers of Attorney, Estate Planning, Lexis, Document Review, Criminal Justice, White Collar Criminal..., Preparation of Wills, Criminal Defense Lawyer, Legal Issues, Divorce Law, Hearings, Felonies, Evidence, Criminal Defense..., Patrol, Dispute, Legal Education, Internal Investigations, Legal Advice, Drug Cases, Public Liability
Education
Nashville School of Law 2008 — 2012
Juris Doctor, Law
Trevecca Nazarene University 2005 — 2006
Masters of Arts, Psychology / Counseling
Middle Tennessee State University 1998 — 2002
Bachelors of Science, Criminal Justice Administration
Margaret Ellard's Cumberland Trust and Investment Company Experience June 2014 - Present
Job Trust Specialist at Cumberland Trust and Investment Company
Industry Financial Services
Experience
Cumberland Trust and Investment Company June 2014 - Present
Morgan Stanley Smith Barney June 2013 - August 2013
House Committee on Financial Services May 2012 - August 2012
Skills
Research, PowerPoint, Strategic Planning, Microsoft Excel, Microsoft Office, Microsoft Word, Statistics, Stata
Education
Sewanee-The University of the South 2010 — 2014
Bachelor of Arts (B.A.), Economics and History
Cumberland Trust and Investment Company June 2014 - Present
Morgan Stanley Smith Barney June 2013 - August 2013
House Committee on Financial Services May 2012 - August 2012
Skills
Research, PowerPoint, Strategic Planning, Microsoft Excel, Microsoft Office, Microsoft Word, Statistics, Stata
Education
Sewanee-The University of the South 2010 — 2014
Bachelor of Arts (B.A.), Economics and History
Eleanor Claiborne's Cumberland Trust and Investment Company Experience February 2015 - Present
Job Business Development & Strategy Associate at Cumberland Trust and Investment Company
Industry Financial Services
Experience
Cumberland Trust and Investment Company February 2015 - Present
Cumberland Trust and Investment Company July 2012 - January 2015
Nordstrom August 2011 - July 2012
Frist Center for the Visual Arts May 2011 - July 2011
Christie's May 2010 - July 2010
Skills
Social Media, Event Planning, Research, Microsoft Office, Microsoft Excel, Fundraising, Customer Service, PowerPoint, Microsoft Word, Event Management, Non-profits, Market Research, Retail Sales
Education
Sewanee-The University of the South 2007 — 2011
Bachelor of Arts (B.A.), Art History, French Literature
Cumberland Trust and Investment Company February 2015 - Present
Cumberland Trust and Investment Company July 2012 - January 2015
Nordstrom August 2011 - July 2012
Frist Center for the Visual Arts May 2011 - July 2011
Christie's May 2010 - July 2010
Skills
Social Media, Event Planning, Research, Microsoft Office, Microsoft Excel, Fundraising, Customer Service, PowerPoint, Microsoft Word, Event Management, Non-profits, Market Research, Retail Sales
Education
Sewanee-The University of the South 2007 — 2011
Bachelor of Arts (B.A.), Art History, French Literature
Craig Amling's Cumberland Trust and Investment Company Experience February 2015 - Present
Job Branch Team Leader at Regions Financial Corporation
Industry Financial Services
Experience
Cumberland Trust and Investment Company February 2015 - Present
Regions Financial Corporation July 2012 - July 2014
Finish Line May 2011 - June 2012
Emmis Communications January 2010 - June 2010
Skills
Banking, Financial Advisory, Budgets, Consumer Lending, Credit, Loans, Home Equity Loans, Home Equity Lines of..., Credit Cards, Interpersonal Skills, Leadership, Fixed Annuities, Variable Annuities, Time Management, Mentoring, Outside Sales, Cold Calling
Education
Southern Illinois University, Edwardsville 2007 — 2011
Bachelor of Science in Business Administration, Management and Marketing
Cumberland Trust and Investment Company February 2015 - Present
Regions Financial Corporation July 2012 - July 2014
Finish Line May 2011 - June 2012
Emmis Communications January 2010 - June 2010
Skills
Banking, Financial Advisory, Budgets, Consumer Lending, Credit, Loans, Home Equity Loans, Home Equity Lines of..., Credit Cards, Interpersonal Skills, Leadership, Fixed Annuities, Variable Annuities, Time Management, Mentoring, Outside Sales, Cold Calling
Education
Southern Illinois University, Edwardsville 2007 — 2011
Bachelor of Science in Business Administration, Management and Marketing
Jennie Menzie Jennie Menzie's Cumberland Trust and Investment Company Experience 2012 - Present
Job Chief Strategy Officer & Assistant General Counsel at Cumberland Trust and Investment Company
Industry Financial Services
Experience
Cumberland Trust and Investment Company 2012 - Present
Skills
Estate Planning, Trust Services, Investments, Strategic Financial..., Asset Management, Financial Analysis, Trusts, Wealth Management, Retirement Planning, Wealth Management..., Mutual Funds, Investment Management
Education
University of Florida 1999 — 2000
LL.M, Tax Law/Taxation
Vanderbilt University Law School 1994 — 1997
Doctor of Law (JD), Law
Cumberland Trust and Investment Company 2012 - Present
Skills
Estate Planning, Trust Services, Investments, Strategic Financial..., Asset Management, Financial Analysis, Trusts, Wealth Management, Retirement Planning, Wealth Management..., Mutual Funds, Investment Management
Education
University of Florida 1999 — 2000
LL.M, Tax Law/Taxation
Vanderbilt University Law School 1994 — 1997
Doctor of Law (JD), Law
Elly Ferrell's Cumberland Trust and Investment Company Experience March 2015 - Present
Job Trust Officer at Cumberland Trust and Investment Company
Industry Nonprofit Organization Management
Experience
Cumberland Trust and Investment Company March 2015 - Present
Linda For Nashville September 2014 - March 2015
Bexar County Detention Ministries, Inc. December 2011 - December 2013
A Bar A Ranch May 2011 - October 2011
Eva's Heroes May 2010 - August 2010
Fundacion Integrar August 2009 - December 2009
Skills
Volunteer Management, Nonprofits, Community Outreach, Social Services, Program Development, Fundraising, Community Organizing, Grant Writing, Psychology, Event Planning, Resume Writing, Curriculum Development, Case Management, Conflict Resolution, Career Counseling
Education
Sewanee-The University of the South 2007 — 2011
BS, Psychology
Concordia University- San Antonio 2012 — 2014
Master in Business Administration, 2014
Cumberland Trust and Investment Company March 2015 - Present
Linda For Nashville September 2014 - March 2015
Bexar County Detention Ministries, Inc. December 2011 - December 2013
A Bar A Ranch May 2011 - October 2011
Eva's Heroes May 2010 - August 2010
Fundacion Integrar August 2009 - December 2009
Skills
Volunteer Management, Nonprofits, Community Outreach, Social Services, Program Development, Fundraising, Community Organizing, Grant Writing, Psychology, Event Planning, Resume Writing, Curriculum Development, Case Management, Conflict Resolution, Career Counseling
Education
Sewanee-The University of the South 2007 — 2011
BS, Psychology
Concordia University- San Antonio 2012 — 2014
Master in Business Administration, 2014
Katy Haugh Katy Haugh's Cumberland Trust and Investment Company Experience August 2013 - Present
Job Vice President Business Development at Cumberland Trust and Investment Company
Industry Commercial Real Estate
Experience
Cumberland Trust and Investment Company August 2013 - Present
Commerce Title June 2007 - August 2008
Chemical Bank May 1985 - December 1991
Arthur Andersen & Co. June 1983 - June 1985
Skills
Business Development, Commercial Real Estate, Financial Services, Investors, Loans, Real Estate
Education
Richardson High School 1973 — 1976
Southern Methodist University - Cox School of Business
BBA, Marketing
Cumberland Trust and Investment Company August 2013 - Present
Commerce Title June 2007 - August 2008
Chemical Bank May 1985 - December 1991
Arthur Andersen & Co. June 1983 - June 1985
Skills
Business Development, Commercial Real Estate, Financial Services, Investors, Loans, Real Estate
Education
Richardson High School 1973 — 1976
Southern Methodist University - Cox School of Business
BBA, Marketing
Alex Gillott Alex Gillott's Cumberland Trust and Investment Company Experience March 2013 - Present
Job Business/Legal Services Professional
Industry Legal Services
Experience
Cumberland Trust and Investment Company March 2013 - Present
Pillsbury Winthrop Shaw Pittman August 2012 - March 2013
City of Meriden January 2011 - May 2011
Prudential Connecticut Realty May 2010 - August 2010
Connecticut Legal Services January 2010 - May 2010
Education
Quinnipiac University School of Law 2008 — 2011
J.D., Law
Belmont University 2004 — 2007
BBA, Business Management, 3.8
Cumberland Trust and Investment Company March 2013 - Present
Pillsbury Winthrop Shaw Pittman August 2012 - March 2013
City of Meriden January 2011 - May 2011
Prudential Connecticut Realty May 2010 - August 2010
Connecticut Legal Services January 2010 - May 2010
Education
Quinnipiac University School of Law 2008 — 2011
J.D., Law
Belmont University 2004 — 2007
BBA, Business Management, 3.8
Dawn Rodgers, CTFA's Cumberland Trust and Investment Company Experience January 2013 - Present
Job Vice President and Business Development Officer
Industry Financial Services
Experience
Cumberland Trust and Investment Company January 2013 - Present
Cumberland Trust and Investment Company January 2006 - June 2014
Cecil Smith & Associates July 2000 - December 2005
Skills
Asset Allocation, Strategic Financial..., Financial Analysis, Estate Planning, Investments, Wealth Management, Trust Services, Trusts, Series 7, Asset Management, High Net Worth..., Financial Planners, Financial Services, Wealth Management..., Retirement Planning, Wealth, Investment Advisory, Mutual Funds, Succession Planning, Securities, Portfolio Management, Investment Management, Uniform Combined State..., Financial Advisory, Bonds, Retirement, IRAs, 401k, Private Banking, Estate Tax Planning, Alternative Investments, Investment Strategies, Wealth Accumulation, Series 63, Financial Planning
Education
Christian Brothers University 2010 — 2011
Certificate in Financial Planning
Cannon Financial Institute 2008 — 2010
Cannon Trust School
Christian Brothers University 1994 — 1998
Bachelor of Science, Business Administration
Cumberland Trust and Investment Company January 2013 - Present
Cumberland Trust and Investment Company January 2006 - June 2014
Cecil Smith & Associates July 2000 - December 2005
Skills
Asset Allocation, Strategic Financial..., Financial Analysis, Estate Planning, Investments, Wealth Management, Trust Services, Trusts, Series 7, Asset Management, High Net Worth..., Financial Planners, Financial Services, Wealth Management..., Retirement Planning, Wealth, Investment Advisory, Mutual Funds, Succession Planning, Securities, Portfolio Management, Investment Management, Uniform Combined State..., Financial Advisory, Bonds, Retirement, IRAs, 401k, Private Banking, Estate Tax Planning, Alternative Investments, Investment Strategies, Wealth Accumulation, Series 63, Financial Planning
Education
Christian Brothers University 2010 — 2011
Certificate in Financial Planning
Cannon Financial Institute 2008 — 2010
Cannon Trust School
Christian Brothers University 1994 — 1998
Bachelor of Science, Business Administration
Michelle Diamond Michelle Diamond's Cumberland Trust and Investment Company Experience February 2001 - Present
Job SVP & Trust Officer Business Development at Cumberland Trust and Investment Company
Industry Financial Services
Experience
Cumberland Trust and Investment Company February 2001 - Present
First Tennessee Bank July 1994 - October 2000
Skills
Strategic Planning, Personal Trust..., Investment Advisory, Trust Services, Estate Planning, Retirement Planning
Education
Hanover College 1990 — 1994
BA, Business Administration
Cumberland Trust and Investment Company February 2001 - Present
First Tennessee Bank July 1994 - October 2000
Skills
Strategic Planning, Personal Trust..., Investment Advisory, Trust Services, Estate Planning, Retirement Planning
Education
Hanover College 1990 — 1994
BA, Business Administration
Karen Ashworth Karen Ashworth's Cumberland Trust and Investment Company Experience May 2011 - September 2014
Job Attorney at Saunders Norval Pargaman & Atkins, LLP
Industry Legal Services
Experience
Saunders Norval Pargaman & Atkins, LLP October 2014 - Present
Cumberland Trust and Investment Company May 2011 - September 2014
White & Reasor, PLC 2010 - 2011
Skills
Estate Planning, Trust Services, Asset Protection, Trusts, Estate Law, Wills, Financial Advisory, Tax, Asset Allocation, Powers of Attorney, Portfolio Management
Education
University of Alabama 1991 — 1994
J. D., Law
University of Alabama at Birmingham 1990 — 1991
M. A., Sociology/Gerontology
Rice University 1983 — 1987
B. A., Economics, Sociology
Johnston High School
Saunders Norval Pargaman & Atkins, LLP October 2014 - Present
Cumberland Trust and Investment Company May 2011 - September 2014
White & Reasor, PLC 2010 - 2011
Skills
Estate Planning, Trust Services, Asset Protection, Trusts, Estate Law, Wills, Financial Advisory, Tax, Asset Allocation, Powers of Attorney, Portfolio Management
Education
University of Alabama 1991 — 1994
J. D., Law
University of Alabama at Birmingham 1990 — 1991
M. A., Sociology/Gerontology
Rice University 1983 — 1987
B. A., Economics, Sociology
Johnston High School
Mary Margaret Burdett's Cumberland Trust and Investment Company Experience January 2015 - Present
Job Trust Specialist at Cumberland Trust and Investment Company
Industry Financial Services
Experience
Cumberland Trust and Investment Company January 2015 - Present
The Paper Place September 2014 - January 2015
Henderson County Public Schools, Dana Elementary July 2012 - June 2014
Camp Green Cove May 2012 - August 2012
Camp Green Cove May 2008 - August 2011
Skills
Time Management, Customer Service, Editing, Data Entry, Microsoft Office, PowerPoint, Social Media
Education
Sewanee-The University of the South 2007 — 2011
Bachelor of Arts (BA), Political Science and Government, GPA: 3.16
Institute for the International Education of Students- Paris, France 2009 — 2009
Cumberland Trust and Investment Company January 2015 - Present
The Paper Place September 2014 - January 2015
Henderson County Public Schools, Dana Elementary July 2012 - June 2014
Camp Green Cove May 2012 - August 2012
Camp Green Cove May 2008 - August 2011
Skills
Time Management, Customer Service, Editing, Data Entry, Microsoft Office, PowerPoint, Social Media
Education
Sewanee-The University of the South 2007 — 2011
Bachelor of Arts (BA), Political Science and Government, GPA: 3.16
Institute for the International Education of Students- Paris, France 2009 — 2009
Benjamin Crook's Cumberland Trust and Investment Company Experience May 2014 - August 2014
Job Intern at Cumberland Trust and Investment Company
Industry Higher Education
Experience
Cumberland Trust and Investment Company May 2014 - August 2014
Skills
Time Management, Management, Leadership, Sales
Education
Tulane University - A.B. Freeman School of Business 2015 — 2016
Master's degree, Finance, General
The University of Georgia 2011 — 2015
Bachelor of Business Administration, Finance, Senior
Cumberland Trust and Investment Company May 2014 - August 2014
Skills
Time Management, Management, Leadership, Sales
Education
Tulane University - A.B. Freeman School of Business 2015 — 2016
Master's degree, Finance, General
The University of Georgia 2011 — 2015
Bachelor of Business Administration, Finance, Senior
Angelina Qin's Cumberland Trust and Investment Company Experience May 2011 - August 2011
Job Student Athlete at Butler University
Industry Accounting
Experience
Crowe Horwath LLP June 2014 - August 2014
Frasier, Dean & Howard, PLLC June 2013 - August 2013
Houlihan Valuation Advisors January 2013 - April 2013
Indy East Food Desert Coalition January 2013 - April 2013
Cumberland Trust and Investment Company May 2011 - August 2011
Wildwood Swim and Tennis May 2010 - August 2010
Skills
Trusts, Financial Statements, Financial Analysis, Peachtree, Strategic Financial..., Accounting, QuickBooks, Bookkeeping, Financial Accounting, Financial Reporting
Education
Butler University 2014 — 2015
Master of Professional Accounting, Accounting, 3.59
Butler University 2010 — 2014
Bachelor of Science (BS), Accounting, 3.75, Magna Cum Laude
Leadership London (through Butler University)
Crowe Horwath LLP June 2014 - August 2014
Frasier, Dean & Howard, PLLC June 2013 - August 2013
Houlihan Valuation Advisors January 2013 - April 2013
Indy East Food Desert Coalition January 2013 - April 2013
Cumberland Trust and Investment Company May 2011 - August 2011
Wildwood Swim and Tennis May 2010 - August 2010
Skills
Trusts, Financial Statements, Financial Analysis, Peachtree, Strategic Financial..., Accounting, QuickBooks, Bookkeeping, Financial Accounting, Financial Reporting
Education
Butler University 2014 — 2015
Master of Professional Accounting, Accounting, 3.59
Butler University 2010 — 2014
Bachelor of Science (BS), Accounting, 3.75, Magna Cum Laude
Leadership London (through Butler University)
Walker Mallory Walker Mallory's Cumberland Trust and Investment Company Experience May 2012 - September 2013
Job Sales Consultant at Ford Lincoln of Franklin
Industry Entertainment
Experience
Ford Lincoln of Franklin May 2015 - Present
Big Bricks February 2014 - January 2015
Dragonfly Mandarin September 2013 - February 2014
Cumberland Trust and Investment Company May 2012 - September 2013
Vanderbilt University May 2010 - August 2011
Camp St. Thekla May 2010 - June 2010
Papa Johns August 2009 - May 2010
Skills
Advertising, Social Media Marketing, Accordion, Jazz Piano, Alto Saxophone, Improvisation, Improvisational Comedy, Photoshop, PowerPoint, Social Media, Copywriting, Facebook, Microsoft Word, Customer Service, Graphic Design
Education
East Tennessee State University 2010 — 2013
Advertising, Broadcasting, Theatre
Ford Lincoln of Franklin May 2015 - Present
Big Bricks February 2014 - January 2015
Dragonfly Mandarin September 2013 - February 2014
Cumberland Trust and Investment Company May 2012 - September 2013
Vanderbilt University May 2010 - August 2011
Camp St. Thekla May 2010 - June 2010
Papa Johns August 2009 - May 2010
Skills
Advertising, Social Media Marketing, Accordion, Jazz Piano, Alto Saxophone, Improvisation, Improvisational Comedy, Photoshop, PowerPoint, Social Media, Copywriting, Facebook, Microsoft Word, Customer Service, Graphic Design
Education
East Tennessee State University 2010 — 2013
Advertising, Broadcasting, Theatre
Heather Savage Heather Savage's Cumberland Trust and Investment Company Experience September 2009 - Present
Job Regional Director at Cumberland Trust and Investment Company
Industry Financial Services
Experience
Cumberland Trust and Investment Company September 2009 - Present
GreenBank February 2007 - July 2009
Regions Bank April 2000 - February 2007
Skills
Estate Planning, Tax, Trust Services, Trusts, Long-term Care, Investments, Financial Services, Strategic Financial..., Financial Advisory
Education
Miami University 1988 — 1992
BA, International Studies, French, European Area Studies
Cumberland Trust and Investment Company September 2009 - Present
GreenBank February 2007 - July 2009
Regions Bank April 2000 - February 2007
Skills
Estate Planning, Tax, Trust Services, Trusts, Long-term Care, Investments, Financial Services, Strategic Financial..., Financial Advisory
Education
Miami University 1988 — 1992
BA, International Studies, French, European Area Studies
Juan Felipe Diaz's Cumberland Trust and Investment Company Experience February 2014 - December 2014
Job Incoming Investment Banking Summer Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse November 2014 - Present
Cumberland Trust and Investment Company February 2014 - December 2014
Vanderbilt University January 2014 - December 2014
Urwego Opportunity Bank May 2014 - July 2014
Skills
Research, Microsoft Excel, Spanish, PowerPoint, Financial Accounting, Translation, French, Entrepreneurship, Teaching, Web Development, Financial Modeling, Investments, Finance, Budgets, Analysis
Education
Vanderbilt University 2012 — 2016
Bachelor of Arts (BA), Economics; Financial Economics
International Baccalaureate 2010 — 2012
Bilingual Diploma, 43/45
Colegio Gran Bretaña - The British School 2008 — 2012
Credit Suisse November 2014 - Present
Cumberland Trust and Investment Company February 2014 - December 2014
Vanderbilt University January 2014 - December 2014
Urwego Opportunity Bank May 2014 - July 2014
Skills
Research, Microsoft Excel, Spanish, PowerPoint, Financial Accounting, Translation, French, Entrepreneurship, Teaching, Web Development, Financial Modeling, Investments, Finance, Budgets, Analysis
Education
Vanderbilt University 2012 — 2016
Bachelor of Arts (BA), Economics; Financial Economics
International Baccalaureate 2010 — 2012
Bilingual Diploma, 43/45
Colegio Gran Bretaña - The British School 2008 — 2012
Sean Michael Ashworth's Cumberland Trust and Investment Company Experience January 2013 - Present
Job Trust Officer at Cumberland Trust and Investment Company
Industry Legal Services
Experience
Cumberland Trust and Investment Company January 2013 - Present
Trenchi & Ashworth, PLLC September 2012 - November 2012
East Nashville Legal August 2012 - November 2012
Center for Disability & Elder Law August 2011 - December 2011
Chicago Kent College of Law August 2009 - December 2011
Employment Discrimination Clinic - Chicago-Kent College of Law May 2011 - July 2011
Center for Conflict Resolution February 2011 - July 2011
Chicago Kent College of Law May 2010 - February 2011
Skills
Legal Research, Legal Writing, Creative Writing, Mediation, Civil Litigation, Employment..., Employment Law, Elder Law, Public Speaking, Non-profit Volunteer, Westlaw, Lexis
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2009 — 2011
Doctor of Law (J.D.)
Belmont University 2005 — 2008
B.S., Philosophy, English Literature
Cumberland Trust and Investment Company January 2013 - Present
Trenchi & Ashworth, PLLC September 2012 - November 2012
East Nashville Legal August 2012 - November 2012
Center for Disability & Elder Law August 2011 - December 2011
Chicago Kent College of Law August 2009 - December 2011
Employment Discrimination Clinic - Chicago-Kent College of Law May 2011 - July 2011
Center for Conflict Resolution February 2011 - July 2011
Chicago Kent College of Law May 2010 - February 2011
Skills
Legal Research, Legal Writing, Creative Writing, Mediation, Civil Litigation, Employment..., Employment Law, Elder Law, Public Speaking, Non-profit Volunteer, Westlaw, Lexis
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2009 — 2011
Doctor of Law (J.D.)
Belmont University 2005 — 2008
B.S., Philosophy, English Literature
Lee Ann DuVall's Cumberland Trust and Investment Company Experience 2012 - Present
Job VP/Compliance Officer at Cumberland Trust and Investment Company
Industry Legal Services
Experience
Cumberland Trust and Investment Company 2012 - Present
Consultant 2011 - 2012
Literacy Council of Williamson County 2010 - 2012
Primera Financial Services, Inc. 2007 - 2009
ESS Group, Inc. 2005 - 2006
SunTrust Bank 1996 - 2003
Kanaly Trust Company 1992 - 1996
Northern Trust 1990 - 1992
Horrigan & Goehrs, L.L.P. 1989 - 1990
Hellmer & Denning, Attorneys at Law 1985 - 1989
Skills
Banking, Strategic Planning, Non-profits, Loans, Succession Planning, Nonprofits, Team Building, Training
Education
Washburn University School of Law 1982 — 1984
J.D. Top 5%
University of Kansas 1973 — 1977
B.F.A. with Highest Distinction
Cumberland Trust and Investment Company 2012 - Present
Consultant 2011 - 2012
Literacy Council of Williamson County 2010 - 2012
Primera Financial Services, Inc. 2007 - 2009
ESS Group, Inc. 2005 - 2006
SunTrust Bank 1996 - 2003
Kanaly Trust Company 1992 - 1996
Northern Trust 1990 - 1992
Horrigan & Goehrs, L.L.P. 1989 - 1990
Hellmer & Denning, Attorneys at Law 1985 - 1989
Skills
Banking, Strategic Planning, Non-profits, Loans, Succession Planning, Nonprofits, Team Building, Training
Education
Washburn University School of Law 1982 — 1984
J.D. Top 5%
University of Kansas 1973 — 1977
B.F.A. with Highest Distinction
Beth Joiner Beth Joiner's Cumberland Trust and Investment Company Experience November 2013 - Present
Job VP Fiduciary Trust Operations at Cumberland Trust and Investment Company
Industry Financial Services
Experience
Cumberland Trust and Investment Company November 2013 - Present
Synovus 2000 - 2013
Skills
Investments, Financial Planning, Customer Service, Banking, Team Building, Wealth Management, Trusts, Financial Services, Management
Education
University of Alabama 1977 — 1981
Bachelor of Arts (B.A.), Business/Corporate Communications
Glenwood 1970 — 1977
Cumberland Trust and Investment Company November 2013 - Present
Synovus 2000 - 2013
Skills
Investments, Financial Planning, Customer Service, Banking, Team Building, Wealth Management, Trusts, Financial Services, Management
Education
University of Alabama 1977 — 1981
Bachelor of Arts (B.A.), Business/Corporate Communications
Glenwood 1970 — 1977
Wick Ruehling Wick Ruehling's Cumberland Trust and Investment Company Experience August 2010 - October 2013
Job Vice President & Trust Officer at Equitable Trust Company
Industry Financial Services
Experience
Equitable Trust October 2013 - Present
Cumberland Trust and Investment Company August 2010 - October 2013
Skills
Estate Planning, Trust Services, Investments, Trusts, Strategic Financial..., Asset Management, Financial Analysis, Securities, Asset Allocation, Wealth Management..., Financial Planning, Portfolio Management, Investment Management, Wealth Management, Retirement, Finance
Education
University of Kentucky College of Law 2005 — 2008
J.D.
Washington and Lee University 1999 — 2003
Bachelor of Arts (B.A.)
Equitable Trust October 2013 - Present
Cumberland Trust and Investment Company August 2010 - October 2013
Skills
Estate Planning, Trust Services, Investments, Trusts, Strategic Financial..., Asset Management, Financial Analysis, Securities, Asset Allocation, Wealth Management..., Financial Planning, Portfolio Management, Investment Management, Wealth Management, Retirement, Finance
Education
University of Kentucky College of Law 2005 — 2008
J.D.
Washington and Lee University 1999 — 2003
Bachelor of Arts (B.A.)
Jacob Storey Jacob Storey's Cumberland Trust and Investment Company Experience June 2013 - December 2014
Job Director of Client Operations at Pioneer Wealth Solutions
Industry Financial Services
Experience
Pioneer Wealth Solutions January 2015 - Present
Cumberland Trust and Investment Company June 2013 - December 2014
PFG Advisors February 2012 - May 2013
MassMutual Insurance Group/ SouthWEST Financial Group June 2011 - February 2012
Barnes & Noble College Booksellers, Inc June 2009 - May 2011
OfficeMax, Inc December 2007 - May 2009
Education
Texas Tech University 2010 — 2013
Bachelor's degree
Weber State University 2004 — 2005
Weber High School
Pioneer Wealth Solutions January 2015 - Present
Cumberland Trust and Investment Company June 2013 - December 2014
PFG Advisors February 2012 - May 2013
MassMutual Insurance Group/ SouthWEST Financial Group June 2011 - February 2012
Barnes & Noble College Booksellers, Inc June 2009 - May 2011
OfficeMax, Inc December 2007 - May 2009
Education
Texas Tech University 2010 — 2013
Bachelor's degree
Weber State University 2004 — 2005
Weber High School
Alexandra Stabile Alexandra Stabile's Cumberland Trust and Investment Company Experience April 2010 - April 2011
Job Anesthesia Tech at Centennial Hospital
Industry Financial Services
Experience
Centennial Hospital May 2012 - Present
Cumberland Trust and Investment Company April 2010 - April 2011
Cumberland Trust and Investment Company April 2010 - April 2011
Nashville Bank and Trust April 2009 - October 2009
Nashville Bank and Trust May 2009 - September 2009
Fairfield Greenwich Group June 2006 - November 2008
Fairfield Greenwich Group June 2006 - October 2008
Monelle May 2005 - June 2006
Skills
Investments, Alternative Investments, Equities, Hedge Funds, Asset Managment, Fixed Income, Fund Of Funds, Strategic Planning, Portfolio Management, Financial Analysis, Financial Modeling, Research, Fund Administration, Mutual Funds, Investor Relations
Education
St. Lawrence University 2002 — 2006
B.A., Economics
St. Lawrence University 2002 — 2006
Bachelor of Arts, Economics
Hume Fogg Academic High School 1998 — 2002
Ensworth School 1989 — 1998
Centennial Hospital May 2012 - Present
Cumberland Trust and Investment Company April 2010 - April 2011
Cumberland Trust and Investment Company April 2010 - April 2011
Nashville Bank and Trust April 2009 - October 2009
Nashville Bank and Trust May 2009 - September 2009
Fairfield Greenwich Group June 2006 - November 2008
Fairfield Greenwich Group June 2006 - October 2008
Monelle May 2005 - June 2006
Skills
Investments, Alternative Investments, Equities, Hedge Funds, Asset Managment, Fixed Income, Fund Of Funds, Strategic Planning, Portfolio Management, Financial Analysis, Financial Modeling, Research, Fund Administration, Mutual Funds, Investor Relations
Education
St. Lawrence University 2002 — 2006
B.A., Economics
St. Lawrence University 2002 — 2006
Bachelor of Arts, Economics
Hume Fogg Academic High School 1998 — 2002
Ensworth School 1989 — 1998
Anissa Ingram Anissa Ingram's Cumberland Trust and Investment Company Experience December 2013 - Present
Job Trust Specialist at Cumberland Trust and Investment Company
Industry Investment Management
Experience
Cumberland Trust and Investment Company December 2013 - Present
EMI Business Communications April 2000 - 2013
Associated Radiologists, P.A 1996 - 2000
Martha White 1994 - 1995
Skills
Telecommunications, Project Management, Project Planning, Project Coordination, Team Leadership, Program Management, Microsoft Office, Customer Service, Vendor Management, Business Analysis, Process Improvement, Accounting
Education
David Lipscomb University 1989 — 1992
Bachelor of Science (B.S.), Accounting
Cumberland Trust and Investment Company December 2013 - Present
EMI Business Communications April 2000 - 2013
Associated Radiologists, P.A 1996 - 2000
Martha White 1994 - 1995
Skills
Telecommunications, Project Management, Project Planning, Project Coordination, Team Leadership, Program Management, Microsoft Office, Customer Service, Vendor Management, Business Analysis, Process Improvement, Accounting
Education
David Lipscomb University 1989 — 1992
Bachelor of Science (B.S.), Accounting
Dudley Selinger Dudley Selinger's Cumberland Trust and Investment Company Experience January 2013 - Present
Job AVP and Trust Officer at Cumberland Trust and Investment Company
Industry Fund-Raising
Experience
Cumberland Trust and Investment Company January 2013 - Present
St Paul Christian Academy July 2006 - June 2011
Selinger Household July 1999 - July 2006
Regions Bank June 1987 - July 1999
Skills
Fundraising, Volunteer Management, Database Management, Event Planning, Non-profits, Event Management, Community Outreach, Database Admin, Leadership, Management, Nonprofits, Philanthropy, Public Relations, Social Media, Strategic Planning, Training
Education
Rhodes College 1985 — 1987
BS, international Studies and French, International studies, French, Business, Religion
Furman University 1982 — 1985
B.A., Business, French
Cumberland Trust and Investment Company January 2013 - Present
St Paul Christian Academy July 2006 - June 2011
Selinger Household July 1999 - July 2006
Regions Bank June 1987 - July 1999
Skills
Fundraising, Volunteer Management, Database Management, Event Planning, Non-profits, Event Management, Community Outreach, Database Admin, Leadership, Management, Nonprofits, Philanthropy, Public Relations, Social Media, Strategic Planning, Training
Education
Rhodes College 1985 — 1987
BS, international Studies and French, International studies, French, Business, Religion
Furman University 1982 — 1985
B.A., Business, French
Hannah Kimbrough Hannah Kimbrough's Cumberland Trust and Investment Company Experience May 2015 - August 2015
Job Intern at Cumberland Trust and Investment Company
Industry Management Consulting
Experience
Eastern Illinois University August 2012 - Present
Cumberland Trust and Investment Company May 2015 - August 2015
Guilford College June 2013 - July 2014
Belle Meade Country Club August 2011 - December 2012
Skills
Microsoft Office, Management, Customer Service, Project Management, Microsoft Excel, Leadership, Microsoft Access, Event Management, Community Outreach
Education
Eastern Illinois University 2012 — 2016
Business Administration, Management and Operations
Ensworth High School 2010 — 2012
Eastern Illinois University August 2012 - Present
Cumberland Trust and Investment Company May 2015 - August 2015
Guilford College June 2013 - July 2014
Belle Meade Country Club August 2011 - December 2012
Skills
Microsoft Office, Management, Customer Service, Project Management, Microsoft Excel, Leadership, Microsoft Access, Event Management, Community Outreach
Education
Eastern Illinois University 2012 — 2016
Business Administration, Management and Operations
Ensworth High School 2010 — 2012
Rory Devine's Cumberland Trust and Investment Company Experience May 2014 - August 2014
Job Finance/Sustainable Business Major at Indiana University Kelley School of Business
Industry Financial Services
Experience
UBS Private Wealth Management May 2015 - August 2015
Cumberland Trust and Investment Company May 2014 - August 2014
Cumberland Trust and Investment Company May 2013 - August 2013
Harris Teeter May 2012 - October 2012
Skills
Highly Reliable, Resourceful..., Charismatic Leadership, Diligent, Teamwork, Public Speaking, Microsoft Word, Access
Education
Indiana University - Kelley School of Business 2013 — 2017
Bachelor's Degree, Finance, General, Junior
Ensworth High School 2009 — 2013
UBS Private Wealth Management May 2015 - August 2015
Cumberland Trust and Investment Company May 2014 - August 2014
Cumberland Trust and Investment Company May 2013 - August 2013
Harris Teeter May 2012 - October 2012
Skills
Highly Reliable, Resourceful..., Charismatic Leadership, Diligent, Teamwork, Public Speaking, Microsoft Word, Access
Education
Indiana University - Kelley School of Business 2013 — 2017
Bachelor's Degree, Finance, General, Junior
Ensworth High School 2009 — 2013
Chris Van Atta's Cumberland Trust and Investment Company Experience December 2013 - Present
Job Vice President and Business Development Officer at Cumberland Trust and Investment Company
Industry Financial Services
Experience
Cumberland Trust and Investment Company December 2013 - Present
The Red Bear Restoration Company September 2012 - November 2013
Agee, Van Atta, & Owens, LLC November 2006 - February 2012
Skills
Legal Research, Legal Writing, Wills, Legal Issues, Contract Negotiation, Real Estate Transactions, Public Speaking, Nonprofits, Courts, Family Law, Sales, Marketing, Negotiation, Management
Education
Nashville School of Law 2003 — 2006
Doctor of Law (JD)
Belmont University 1995 — 2002
Bachelor of Science (BS), Philosophy, Psychology, Math
Cumberland Trust and Investment Company December 2013 - Present
The Red Bear Restoration Company September 2012 - November 2013
Agee, Van Atta, & Owens, LLC November 2006 - February 2012
Skills
Legal Research, Legal Writing, Wills, Legal Issues, Contract Negotiation, Real Estate Transactions, Public Speaking, Nonprofits, Courts, Family Law, Sales, Marketing, Negotiation, Management
Education
Nashville School of Law 2003 — 2006
Doctor of Law (JD)
Belmont University 1995 — 2002
Bachelor of Science (BS), Philosophy, Psychology, Math
Chris Buckley, CFA's Cumberland Trust and Investment Company Experience November 2011 - Present
Job Vice President and Trust Officer at Cumberland Trust and Investment Company
Industry Financial Services
Experience
Cumberland Trust and Investment Company November 2011 - Present
Cumberland Trust and Investment Company 2006 - February 2012
Independence Trust Company 2003 - 2006
Skills
Financial Analysis, Investments, Asset Managment, Strategic Financial...
Education
Lipscomb University 1999 — 2003
B.S., Finance/Economics
Christian Brothers High School 1996 — 1999
Cumberland Trust and Investment Company November 2011 - Present
Cumberland Trust and Investment Company 2006 - February 2012
Independence Trust Company 2003 - 2006
Skills
Financial Analysis, Investments, Asset Managment, Strategic Financial...
Education
Lipscomb University 1999 — 2003
B.S., Finance/Economics
Christian Brothers High School 1996 — 1999
Lou Anne Wolfson's Cumberland Trust and Investment Company Experience
Job Trust Officer
Industry Banking
Experience
Cumberland Trust and Investment Company
Education
Northwestern University School of Law
Doctor of Law (JD)
University of Illinois at Urbana-Champaign
Bachelor of Arts (BA), Economics
Cumberland Trust and Investment Company
Education
Northwestern University School of Law
Doctor of Law (JD)
University of Illinois at Urbana-Champaign
Bachelor of Arts (BA), Economics
Dayton F. Hale III's Cumberland Trust and Investment Company Experience September 2015 - Present
Job Assistant VP and Special Assets Officer
Industry Investment Management
Experience
Cumberland Trust and Investment Company September 2015 - Present
Cumberland Trust and Investment Company July 2013 - Present
Stites and Harbison, PLLC August 2012 - July 2013
Stites & Harbison, PLLC June 2010 - August 2010
Hawkeye Oil and Gas, Inc. December 2006 - July 2009
Education
Samford University, Cumberland School of Law 2009 — 2012
Doctor of Law (J.D.), Law
Vanderbilt University 2002 — 2006
B.A., Political Science
Tuscaloosa Academy 1997 — 2002
Cumberland Trust and Investment Company September 2015 - Present
Cumberland Trust and Investment Company July 2013 - Present
Stites and Harbison, PLLC August 2012 - July 2013
Stites & Harbison, PLLC June 2010 - August 2010
Hawkeye Oil and Gas, Inc. December 2006 - July 2009
Education
Samford University, Cumberland School of Law 2009 — 2012
Doctor of Law (J.D.), Law
Vanderbilt University 2002 — 2006
B.A., Political Science
Tuscaloosa Academy 1997 — 2002
Nathan Hyde's Cumberland Trust and Investment Company Experience Senior Vice PresidentCumberland Trust and Investment Company2002 - 2010
Job SVP at Cumberland Trust and Investment Company
Industry Banking
Experience
Cumberland Trust and Investment Company Senior Vice PresidentCumberland Trust and Investment Company2002 - 2010
Education
Trevecca Nazarene University 1982 — 1986
Cumberland Trust and Investment Company Senior Vice PresidentCumberland Trust and Investment Company2002 - 2010
Education
Trevecca Nazarene University 1982 — 1986
Meg Gore's Cumberland Trust and Investment Company Experience 2011 - Present
Job Vice President and Trust Advisor at SunTrust
Industry Legal Services
Experience
SunTrust March 2015 - Present
Cumberland Trust and Investment Company 2011 - Present
Cumberland Trust and Investment Company January 2014 - March 2015
Education
The University of Memphis—Cecil C. Humphreys School of Law 2008 — 2011
J.D., Law
Colgate University 2004 — 2008
B.A, Political Science
SunTrust March 2015 - Present
Cumberland Trust and Investment Company 2011 - Present
Cumberland Trust and Investment Company January 2014 - March 2015
Education
The University of Memphis—Cecil C. Humphreys School of Law 2008 — 2011
J.D., Law
Colgate University 2004 — 2008
B.A, Political Science