Independence Trust Company

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Independence Trust Company Employees

Employee
Years
Job
Industry
Nicole S. Bond, PMP Nicole S. Bond, PMP Greater Nashville Area Details
Nicole S. Bond, PMP's Independence Trust Company Experience April 2001 - July 2003
Job Renovator of the Convoluted ♦ Process Improvement ♦ Operations ♦ Healthcare Compliance
Industry Hospital & Health Care
Experience
HEOPS, Inc  December 2013 - Present
HEOPS, Inc  February 2013 - December 2013
Arbor Healthcare  March 2012 - January 2013
Arbor Healthcare  March 2011 - March 2012
Arbor Healthcare  October 2007 - March 2011
Arbor Healthcare  July 2006 - October 2007
Arbor Healthcare  July 2003 - July 2006
Independence Trust Company   April 2001 - July 2003
Independence Trust Company   June 1999 - April 2001
Franklin Road Academy  August 1998 - June 1999

Skills
Business Analysis, Process Improvement, Problem Solving, Training, HIPAA, Healthcare Management, Quality Assurance, Change Management, Managed Care, Healthcare Information..., Strategic Planning, Leadership, Team Building, Curriculum Development, Software Documentation, Quality Control, Coordination of Benefits, Healthcare Reimbursement, Denials, Accounts Receivable, Health Insurance, Microsoft Office, Provider Relations, Revenue Cycle, Consulting, Business Process..., Data Analysis, Strategy, Healthcare Consulting, Business Strategy, EHR, Revenue Cycle Management, Business Process..., Management, Human Resources, Cross-functional Team..., Healthcare Industry, Analysis, Insurance, Medicaid, Medicare, Business Process, Auditing, Project Management, Teamwork

Education
Belmont University   1994 — 1998
BS, Engineering Physics & Mathematics

Villanova University
Lean Six Sigma

Cort H. Bethmann Cort H. Bethmann Greater Nashville Area Details
Cort H. Bethmann's Independence Trust Company Experience July 2012 - Present
Job Attorney
Industry Law Practice
Experience
Independence Trust Company   July 2012 - Present
Bethmann Law Firm   2010 - 2012
The Price Law Firm   2009 - 2010
Tarrant County Probate Court #2   2008 - 2008
Leitner, Williams, Dooley & Napolitan   January 2004 - June 2007

Education
Texas A&M University School of Law   2007 — 2010
J.D.

University of Tennessee-Knoxville   2005 — 2007
Bachelors of Arts, Legal Studies

Pellissippi State Community College   2003 — 2005
Associate of Arts and Sciences (A.A.S.), Legal Assistant/Paralegal

Todd A. Turner, CFP® Todd A. Turner, CFP® Greater Nashville Area Details
Todd A. Turner, CFP®'s Independence Trust Company Experience August 2005 - December 2008
Job Chief Operating Officer Henderson Financial Group, Inc.
Industry Financial Services
Experience
Henderson Financial Group, Inc.   January 2009 - Present
Independence Trust Company   August 2005 - December 2008
Charles Schwab  August 2002 - August 2005
A.G. Edwards & Sons, Inc.   April 2000 - August 2002

Education
College for Financial Planning   2000 — 2000
AAMS

Nashville School of Law   1997 — 1999

Austin Peay State University   1989 — 1995
BBA

Cannon Financial Institute   2005 — 2005
Trust Administration

College for Financial Planning   2003 — 2003
RP

Art Haws Art Haws Greater Nashville Area Details
Art Haws's Independence Trust Company Experience 1999 - 2003
Job Chief Executive Officer of HawsGoodwin Financial
Industry Financial Services
Experience
HawsGoodwin Financial   August 2008 - Present
Merrill Lynch Global Private Client  2003 - 2008
Independence Trust Company   1999 - 2003
SunTrust Equitable Securities  1994 - 1999

Skills
Investment Advisory, Investments, Marketing, Finance, Strategic Planning, Wealth Management, Asset Allocation, Investment Strategies, Retirement Planning, Investment Management, Estate Planning, Management

Education
Vanderbilt University - Owen Graduate School of Management   1992 — 1994
MBA, Finance

Murray State University   1985 — 1988
B.S., Business Administration

Joe Maxwell Joe Maxwell Greater Nashville Area Details
Joe Maxwell's Independence Trust Company Experience January 2009 - February 2013
Job EVP & Managing Director at Ipreo
Industry Venture Capital & Private Equity
Experience
Ipreo  November 2014 - Present
OndeFicar.com   December 2013 - Present
Wealth Access, Inc.   December 2013 - Present
Jamplify  February 2013 - Present
Shareholder InSite   March 2009 - Present
Beacon Technologies  2007 - Present
Independence Trust Company   January 2009 - February 2013
Mobular Technologies  2001 - 2013
FabSol LLC.   December 2008 - December 2012
Interactive Advisory Software  2009 - September 2012

Skills
Valuation, Start-ups, Due Diligence, SaaS, Venture Capital, Entrepreneurship, Business Strategy, Analytics, Private Equity, Mergers, Corporate Development, Portfolio Management, Scenario Planning, Strategy, Leadership

Education
Vanderbilt University - Owen Graduate School of Management   1993 — 1994
MBA, Finance and Entreprenuership

Denison University   1986 — 1990
BA, Spanish, Philosophy

Josh Anderson Josh Anderson Greater Nashville Area Details
Josh Anderson's Independence Trust Company Experience April 2005 - March 2006
Job Owner, The Anderson Group Real Estate Services
Industry Real Estate
Experience
The Anderson Group Real Estate  2006 - Present
Keller Williams Realty  2006 - Present
Nashville Chamber of Commerce   2006 - 2008
US Army  May 1998 - May 2006
Independence Trust Company   April 2005 - March 2006
Avondale Partners  2004 - 2005

Skills
Real Estate, Investments, Investment Properties, Marketing, Real Estate Transactions, Financial Analysis, Strategic Planning, Finance, Valuation, Luxury, Asset Managment, Marketing Strategy, Healthcare, Strategic Consulting, Economics, Online Advertising, Competitive Analysis, Sales, Residential Homes, First Time Home Buyers, Contract Negotiation, Leadership, Selling, Asset Management, Entrepreneurship, Sellers, Budgets, Negotiation, Buyer Representation, Relocation, Foreclosures, Property, Email Marketing, Referrals, Mortgage Lending, Investors, Short Sales, REO, Single Family Homes, Condos, New Home Sales, Buyers

Education
Louisiana State University and Agricultural and Mechanical College   2000 — 2004
Bachelor of Science (BS), International Trade and Finance

Louisiana State University and Agricultural and Mechanical College   2000 — 2004
BS, International Business/Trade/Commerce

Alexandria Senior High School   1995 — 1998

Lynn Osborne Lynn Osborne Nashville, Tennessee Details
Lynn Osborne's Independence Trust Company Experience September 2014 - Present
Job Trust Officer at Independence Trust Company
Industry Accounting
Experience
Independence Trust Company   September 2014 - Present
Crowe Horwath LLP  September 2013 - August 2014
Rieth Riley Construction Company  April 2013 - July 2013
Crowe Horwath LLP  January 2013 - March 2013
Rieth-Riley Construction Company  May 2012 - December 2012
Goshen College  October 2011 - December 2011
Rieth-Riley Construction Company  May 2011 - September 2011
Trevecca Nazarene University  September 2008 - December 2010

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, Tutoring, Accounts Payable, Accounts Receivable, Time Management, QuickBooks, Outlook, Auditing, Accounting, Financial Accounting, Finance

Education
Goshen College   2011 — 2012
Bachelor of Arts (B.A.), Accounting, 3.79 of 4.0

Trevecca Nazarene University   2008 — 2010

Cynthia Qualls Cynthia Qualls Greater Nashville Area Details
Cynthia Qualls's Independence Trust Company Experience January 2006 - Present
Job Assistant Vice President at Independence Trust Company
Industry Financial Services
Experience
Independence Trust Company   January 2006 - Present
Regions (AmSouth)   May 1981 - September 2005

Skills
Banking, Financial Analysis, Portfolio Management, Mutual Funds, Risk Management, Credit Analysis, Asset Management, Fixed Income, Wealth Management, Equities, Valuation, Capital Markets, Investments, Financial Planning, Estate Planning

Education
Middle Tennessee State University   1976 — 1980
Bachelor of Business Administration (BBA), Marketing and Accounting

Chris Buckley, CFA Chris Buckley, CFA Greater Nashville Area Details
Chris Buckley, CFA's Independence Trust Company Experience 2003 - 2006
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