The Trust Company
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The Trust Company Employees
Employee
Years
Job
Industry
Kathy Switzer Kathy Switzer's The Trust Company Experience 2000 - Present
Job Account Administrator at The Trust Company
Industry Financial Services
Experience
The Trust Company 2000 - Present
Skills
Wealth Management, Investments, Estate Planning, Retirement Planning, Strategic Financial..., Portfolio Management, Financial Services, Asset Management, Banking, Securities, Trust Services, Investment Management
Education
Kansas State University
Graduate Certificate, Personal Financial Planning
Schools of Banking, Inc.
Advanced Trust School
Schools of Banking, Inc.
School of Trust & Financial Services
Kansas State University
Master's Degree, Educational Administration
Kansas State University
Bachelor's Degree, Elementary Education
The Trust Company 2000 - Present
Skills
Wealth Management, Investments, Estate Planning, Retirement Planning, Strategic Financial..., Portfolio Management, Financial Services, Asset Management, Banking, Securities, Trust Services, Investment Management
Education
Kansas State University
Graduate Certificate, Personal Financial Planning
Schools of Banking, Inc.
Advanced Trust School
Schools of Banking, Inc.
School of Trust & Financial Services
Kansas State University
Master's Degree, Educational Administration
Kansas State University
Bachelor's Degree, Elementary Education
Danny Buck Danny Buck's The Trust Company Experience September 2009 - July 2011
Job President & CEO at Lone Star Capital Bank
Industry Banking
Experience
Lone Star Capital Bank July 2011 - Present
The Trust Company September 2009 - July 2011
The Trust Company June 2007 - November 2009
Sterling Bank August 1997 - May 2007
west university bank 1984 - 1987
first city bank 1981 - 1985
Education
Austin College 1974 — 1978
BA, Business Administration
Lone Star Capital Bank July 2011 - Present
The Trust Company September 2009 - July 2011
The Trust Company June 2007 - November 2009
Sterling Bank August 1997 - May 2007
west university bank 1984 - 1987
first city bank 1981 - 1985
Education
Austin College 1974 — 1978
BA, Business Administration
Elizabeth Crawford's The Trust Company Experience October 2003 - March 2012
Job Managing Director at Sendero Wealth Management
Industry Investment Management
Experience
Sendero Wealth Management March 2012 - Present
The Trust Company October 2003 - March 2012
Barrow Hanley Mewhinney & Strauss May 2001 - August 2003
Education
Boston University 1990 — 1994
BA, Psychology
Saint Mary's Hall 1990 — 1990
Sendero Wealth Management March 2012 - Present
The Trust Company October 2003 - March 2012
Barrow Hanley Mewhinney & Strauss May 2001 - August 2003
Education
Boston University 1990 — 1994
BA, Psychology
Saint Mary's Hall 1990 — 1990
Daniel K. Carter Daniel K. Carter's The Trust Company Experience January 1995 - Present
Job EVP at The Trust Company of Knoxville
Industry Financial Services
Experience
The Trust Company January 1995 - Present
Dean Witter 1992 - 1994
Skills
Retirement Planning, Asset Allocation, Estate Planning, 401k, Investment Management, Retirement, Wealth Management, Financial Services, Strategic Financial..., Investments, Pensions, Retirement Plan..., Wealth, Investment Advisory, Trust Services, Leadership, Wealth Management..., Investment Strategies, Alternative Investments, Series 7, Qualified Retirement..., Finance, Portfolio Management, IRAs, Series 63, Series 65, Securities, Personal Financial..., Mutual Funds, Asset Management, Bonds, Fixed Annuities, Strategic Planning, Management, Financial Advisory, Financial Planning
Education
The University of Tennessee at Chattanooga 1989 — 1992
BS, Finance and Economics
Centre College 1987 — 1989
The Trust Company January 1995 - Present
Dean Witter 1992 - 1994
Skills
Retirement Planning, Asset Allocation, Estate Planning, 401k, Investment Management, Retirement, Wealth Management, Financial Services, Strategic Financial..., Investments, Pensions, Retirement Plan..., Wealth, Investment Advisory, Trust Services, Leadership, Wealth Management..., Investment Strategies, Alternative Investments, Series 7, Qualified Retirement..., Finance, Portfolio Management, IRAs, Series 63, Series 65, Securities, Personal Financial..., Mutual Funds, Asset Management, Bonds, Fixed Annuities, Strategic Planning, Management, Financial Advisory, Financial Planning
Education
The University of Tennessee at Chattanooga 1989 — 1992
BS, Finance and Economics
Centre College 1987 — 1989
Anjie Dawkins Anjie Dawkins's The Trust Company Experience February 2006 - January 2008
Job CoordinatorField Sales and Special Markets at Globe Pequot Press
Industry Publishing
Experience
Globe Pequot Press January 2009 - Present
Globe Pequot Press November 2008 - January 2009
Fischer Realtors January 2006 - December 2008
Higher One, Inc August 2008 - October 2008
Proliance International May 2008 - August 2008
Source Medical March 2008 - April 2008
NovaChem December 2007 - February 2008
Thermo Spas September 2007 - February 2008
WORKERS' COMPENSATION TRUST February 2006 - February 2008
The Trust Company February 2006 - January 2008
Skills
Outlook, Excel, Customer Service, Accounts Payable, Data Entry, Hiring, Shipping, Insurance, Press Releases, Word, PowerPoint, Microsoft Office, Access, Accounts Receivable, Typing, Editing, Real Estate, Benefit Administration, Billing, Switchboard Operator, Peachtree, Quickbooks, Telemarketing, Goldmine, JD Edwards, Administration, Customer Relations, Accounting, Office Management, Spreadsheets, Payroll Processing, Administrative Support, Retail, Problem Solving, Invoicing, Scheduling, Supervisory Skills, SAP, Research, Inventory Management, Database Administration, PeopleSoft, Negotiation, Documentation
Education
Stone Academy 1990 — 1991
Diploma, Accounting
Gibbs College 1989 — 1991
Associates Degree, Accounting
Attended Katherine Gibbs College
Management; Industrial Electronics; Business Writing
Globe Pequot Press January 2009 - Present
Globe Pequot Press November 2008 - January 2009
Fischer Realtors January 2006 - December 2008
Higher One, Inc August 2008 - October 2008
Proliance International May 2008 - August 2008
Source Medical March 2008 - April 2008
NovaChem December 2007 - February 2008
Thermo Spas September 2007 - February 2008
WORKERS' COMPENSATION TRUST February 2006 - February 2008
The Trust Company February 2006 - January 2008
Skills
Outlook, Excel, Customer Service, Accounts Payable, Data Entry, Hiring, Shipping, Insurance, Press Releases, Word, PowerPoint, Microsoft Office, Access, Accounts Receivable, Typing, Editing, Real Estate, Benefit Administration, Billing, Switchboard Operator, Peachtree, Quickbooks, Telemarketing, Goldmine, JD Edwards, Administration, Customer Relations, Accounting, Office Management, Spreadsheets, Payroll Processing, Administrative Support, Retail, Problem Solving, Invoicing, Scheduling, Supervisory Skills, SAP, Research, Inventory Management, Database Administration, PeopleSoft, Negotiation, Documentation
Education
Stone Academy 1990 — 1991
Diploma, Accounting
Gibbs College 1989 — 1991
Associates Degree, Accounting
Attended Katherine Gibbs College
Management; Industrial Electronics; Business Writing
Vicky Dugan Vicky Dugan's The Trust Company Experience October 2011 - June 2013
Job .
Industry Banking
Experience
Morrison, Frost, Olsen, Irvine & Schartz, LLP June 2014 - September 2015
GTM Sportswear June 2013 - June 2014
The Trust Company October 2011 - June 2013
Commerce Bank August 2008 - June 2011
Commerce Bank July 2006 - August 2008
Commerce Bank February 2000 - July 2006
Farmland Industries September 1997 - February 2000
Skills
Banking, Microsoft Excel, Customer Service, Strategic Planning, Budgets, Leadership, Accounting, Facilities Management, Facilities Operations, Project Management, Project Planning, Event Planning, Events Coordination, Business Development, Executive Office..., Executive Support, Customer Satisfaction, Financial Services, Real Estate, Risk Management, Accounts Payable, Public Relations, Outlook, Microsoft Word, PowerPoint, Microsoft Office, Training, Team Building, Finance
Education
Missouri Western State University 1990 — 1993
Kearney High School, Kearney, MO 1987 — 1990
Morrison, Frost, Olsen, Irvine & Schartz, LLP June 2014 - September 2015
GTM Sportswear June 2013 - June 2014
The Trust Company October 2011 - June 2013
Commerce Bank August 2008 - June 2011
Commerce Bank July 2006 - August 2008
Commerce Bank February 2000 - July 2006
Farmland Industries September 1997 - February 2000
Skills
Banking, Microsoft Excel, Customer Service, Strategic Planning, Budgets, Leadership, Accounting, Facilities Management, Facilities Operations, Project Management, Project Planning, Event Planning, Events Coordination, Business Development, Executive Office..., Executive Support, Customer Satisfaction, Financial Services, Real Estate, Risk Management, Accounts Payable, Public Relations, Outlook, Microsoft Word, PowerPoint, Microsoft Office, Training, Team Building, Finance
Education
Missouri Western State University 1990 — 1993
Kearney High School, Kearney, MO 1987 — 1990
Matthew M. Bell Matthew M. Bell's The Trust Company Experience April 2001 - June 2003
Job Director of Family Office Services at Cross Financial Services
Industry Financial Services
Experience
Cross Financial Services January 2014 - Present
Bell Family Interests LLC June 2014 - Present
Cross Financial Services January 2007 - December 2013
Southwest Investment Management, LLC January 1998 - December 2006
The Trust Company April 2001 - June 2003
Howland Advisory Corporation May 1993 - November 1997
Skills
Investments, Financial Planning, Asset Management, Retirement Planning, Wealth Management, Investment Strategies, Asset Allocation, Investment Advisory
Education
Southern Methodist University 1989 — 1993
BBA, Finance
St. Paul's School 1989 — 1989
Cross Financial Services January 2014 - Present
Bell Family Interests LLC June 2014 - Present
Cross Financial Services January 2007 - December 2013
Southwest Investment Management, LLC January 1998 - December 2006
The Trust Company April 2001 - June 2003
Howland Advisory Corporation May 1993 - November 1997
Skills
Investments, Financial Planning, Asset Management, Retirement Planning, Wealth Management, Investment Strategies, Asset Allocation, Investment Advisory
Education
Southern Methodist University 1989 — 1993
BBA, Finance
St. Paul's School 1989 — 1989
Chad Schollaert Chad Schollaert's The Trust Company Experience February 2002 - Present
Job Vice President Retirement Plan Services at The Trust Company
Industry Financial Services
Experience
The Trust Company February 2002 - Present
First Union Securities March 1999 - February 2001
SunTrust Bank March 1999 - March 2000
Skills
Retirement Plan..., Trust Services, Retirement Planning, Estate Planning, Wealth Management..., Estate Administration, Special Needs Trusts, 401k, Wealth Management, Retirement, Portfolio Management, Pensions, Asset Allocation, Qualified Retirement..., Defined Contribution, IRAs, Personal Financial..., Investment Management, Insurance, Series 7, Strategic Financial..., Financial Planning, Investments
Education
Lee University 1995 — 1998
B.S., Business Administration
The Trust Company February 2002 - Present
First Union Securities March 1999 - February 2001
SunTrust Bank March 1999 - March 2000
Skills
Retirement Plan..., Trust Services, Retirement Planning, Estate Planning, Wealth Management..., Estate Administration, Special Needs Trusts, 401k, Wealth Management, Retirement, Portfolio Management, Pensions, Asset Allocation, Qualified Retirement..., Defined Contribution, IRAs, Personal Financial..., Investment Management, Insurance, Series 7, Strategic Financial..., Financial Planning, Investments
Education
Lee University 1995 — 1998
B.S., Business Administration
Carlin Friar Carlin Friar's The Trust Company Experience December 2009 - November 2010
Job President and Chief Executive Officer at Sonora Bank
Industry Banking
Experience
Sonora Bank October 2014 - Present
Sonora Bank September 2013 - September 2014
Sonora Bank November 2010 - September 2013
The Trust Company December 2009 - November 2010
The Trust Company June 2007 - January 2010
Skills
Real Estate, Investments, Customer Service, Loan Origination, Strategic Planning, Leadership Development, Risk Management, Real Estate Transactions, Mortgage Lending, Team Building
Education
The University of Texas at San Antonio 1989 — 1993
BA, Criminal Justice
Leadership Boerne 2009 — 2010
Sonora Bank October 2014 - Present
Sonora Bank September 2013 - September 2014
Sonora Bank November 2010 - September 2013
The Trust Company December 2009 - November 2010
The Trust Company June 2007 - January 2010
Skills
Real Estate, Investments, Customer Service, Loan Origination, Strategic Planning, Leadership Development, Risk Management, Real Estate Transactions, Mortgage Lending, Team Building
Education
The University of Texas at San Antonio 1989 — 1993
BA, Criminal Justice
Leadership Boerne 2009 — 2010
Eli Sallman's The Trust Company Experience September 2012 - Present
Job Investment Officer & Portfolio Manager at The Trust Company
Industry Financial Services
Experience
The Trust Co. March 2014 - Present
The Trust Company September 2012 - Present
The Trust Company November 2006 - September 2012
Farm Bureau Financial Services May 2005 - November 2006
Farm Bureau Financial Services August 2002 - May 2005
Skills
Retirement, Retirement Planning, Strategic Financial..., Life Insurance, Investments, Insurance, Term Life Insurance, Fixed Annuities, Securities, Bonds, Fixed Income, Asset Allocation, Equities, Stocks, Mutual Funds, Estate Planning, Business Planning, Equity Trading, Financial Services, Fixed Income Portfolio..., Municipal Bonds, High Yield Bonds, Investment Advisory, Certified Financial..., Trust Services, Portfolio Management, Investment Strategies, Wealth Management, Asset Management, Financial Planning
Education
Cannon Financial Institute 2013 — 2013
Investment Management 2
Kansas State University 2008 — 2009
Certificate, Personal Financial Planning
Schools of Banking 2009 — 2009
Advanced Trust School
Schools of Banking 2007 — 2007
School of Trust & Financial Services
Manhattan Christian College 2003 — 2006
B.S Degree, Management and Ethics
Cloud County Community College 2000 — 2002
Associate of Arts (A.A.)
Keir
The Trust Co. March 2014 - Present
The Trust Company September 2012 - Present
The Trust Company November 2006 - September 2012
Farm Bureau Financial Services May 2005 - November 2006
Farm Bureau Financial Services August 2002 - May 2005
Skills
Retirement, Retirement Planning, Strategic Financial..., Life Insurance, Investments, Insurance, Term Life Insurance, Fixed Annuities, Securities, Bonds, Fixed Income, Asset Allocation, Equities, Stocks, Mutual Funds, Estate Planning, Business Planning, Equity Trading, Financial Services, Fixed Income Portfolio..., Municipal Bonds, High Yield Bonds, Investment Advisory, Certified Financial..., Trust Services, Portfolio Management, Investment Strategies, Wealth Management, Asset Management, Financial Planning
Education
Cannon Financial Institute 2013 — 2013
Investment Management 2
Kansas State University 2008 — 2009
Certificate, Personal Financial Planning
Schools of Banking 2009 — 2009
Advanced Trust School
Schools of Banking 2007 — 2007
School of Trust & Financial Services
Manhattan Christian College 2003 — 2006
B.S Degree, Management and Ethics
Cloud County Community College 2000 — 2002
Associate of Arts (A.A.)
Keir
Shawn E. Weems, CFP® CRSP Shawn E. Weems, CFP® CRSP's The Trust Company Experience December 2011 - Present
Job AVP/Financial Planner at The Trust Company
Industry Financial Services
Experience
The Trust Company December 2011 - Present
Morgan Keegan May 2009 - October 2011
First Tennessee Bank July 2000 - May 2009
American Express Financial October 1998 - May 2000
Skills
Retirement, Retirement Planning, Estate Planning, Qualified Retirement..., Investment Management, Financial Advisory, Strategic Financial..., Wealth, Pensions, Personal Finance, Financial Services, Finance, Employee Benefits, Certified Financial..., Personal Financial..., Wealth Management, Trust Services, Small Business, Financial Goals, 401k, Series 7, Investment Advisory, Asset Allocation, Wealth Management..., Fixed Annuities, Mutual Funds, IRAs, Retirement Plan..., Uniform Combined State..., Investments, 401k Rollovers, Financial Planning
Education
Cannon Financial Institute 2012 — 2013
CRSP - Certified Retirement Services Professional, Retirement Plan Services III & IV
College of Financial Planning 2001 — 2002
Certificate, Financial Planning
East Tennessee State University
BBA, Finance
University High School
Johnson City, TN, College/University Preparatory and Advanced High School/Secondary Diploma Program
The Trust Company December 2011 - Present
Morgan Keegan May 2009 - October 2011
First Tennessee Bank July 2000 - May 2009
American Express Financial October 1998 - May 2000
Skills
Retirement, Retirement Planning, Estate Planning, Qualified Retirement..., Investment Management, Financial Advisory, Strategic Financial..., Wealth, Pensions, Personal Finance, Financial Services, Finance, Employee Benefits, Certified Financial..., Personal Financial..., Wealth Management, Trust Services, Small Business, Financial Goals, 401k, Series 7, Investment Advisory, Asset Allocation, Wealth Management..., Fixed Annuities, Mutual Funds, IRAs, Retirement Plan..., Uniform Combined State..., Investments, 401k Rollovers, Financial Planning
Education
Cannon Financial Institute 2012 — 2013
CRSP - Certified Retirement Services Professional, Retirement Plan Services III & IV
College of Financial Planning 2001 — 2002
Certificate, Financial Planning
East Tennessee State University
BBA, Finance
University High School
Johnson City, TN, College/University Preparatory and Advanced High School/Secondary Diploma Program
Noemi Skok Noemi Skok's The Trust Company Experience March 2001 - September 2011
Job Managing Member at Gun Shack, LLC
Industry Retail
Experience
Gun Shack, LLC July 2011 - Present
Bluefax Realty, LLC October 2011 - December 2012
The Trust Company March 2001 - September 2011
CURA Capital fka KCI Financial Services 1992 - 2000
Bowne September 1994 - September 1995
Kinetic Concepts, Inc. April 1989 - September 1994
Education
San Antonio College 2003 — 2006
Gun Shack, LLC July 2011 - Present
Bluefax Realty, LLC October 2011 - December 2012
The Trust Company March 2001 - September 2011
CURA Capital fka KCI Financial Services 1992 - 2000
Bowne September 1994 - September 1995
Kinetic Concepts, Inc. April 1989 - September 1994
Education
San Antonio College 2003 — 2006
Lieschen Groos Gray Lieschen Groos Gray's The Trust Company Experience October 2013 - Present
Job Wealth Management Associate at The Trust Company
Industry Banking
Experience
The Trust Company October 2013 - Present
Jefferson Bank September 2006 - August 2013
Skills
Banking, Wealth Management, Investments, Portfolio Management, Risk Management, Customer Service, Commercial Banking, Microsoft Office, Sales, Marketing
Education
The University of Texas at Austin 1991 — 1993
Bachelor of Arts (B.A.)
Pine Manor College 1989 — 1991
Associate of Arts (A.A.)
The Trust Company October 2013 - Present
Jefferson Bank September 2006 - August 2013
Skills
Banking, Wealth Management, Investments, Portfolio Management, Risk Management, Customer Service, Commercial Banking, Microsoft Office, Sales, Marketing
Education
The University of Texas at Austin 1991 — 1993
Bachelor of Arts (B.A.)
Pine Manor College 1989 — 1991
Associate of Arts (A.A.)
Kim Cornwell Kim Cornwell's The Trust Company Experience October 2007 - 2013
Job Senior Investment Advisor at Texasbased Registered Investment Advisor
Industry Banking
Experience
Texas-based Registered Investment Advisor July 2013 - Present
The Trust Company October 2007 - 2013
Skills
Retirement Planning, Risk Management, Asset Allocation, Investments, Employee Benefits, Retirement, Strategic Financial..., Personal Finance, Estate Planning, Accident, Finance, Financial Services, Certified Financial..., Wealth Management, Financial Planning
Education
Texas Tech University
Bachelor of Business Administration
Texas-based Registered Investment Advisor July 2013 - Present
The Trust Company October 2007 - 2013
Skills
Retirement Planning, Risk Management, Asset Allocation, Investments, Employee Benefits, Retirement, Strategic Financial..., Personal Finance, Estate Planning, Accident, Finance, Financial Services, Certified Financial..., Wealth Management, Financial Planning
Education
Texas Tech University
Bachelor of Business Administration
Jeffrey Gotcher Jeffrey Gotcher's The Trust Company Experience July 2008 - Present
Job Trust Administrator at The Trust Company
Industry Financial Services
Experience
The Trust Company July 2008 - Present
Merrill Lynch July 2006 - May 2008
Education
Maryville College 2002 — 2006
Bearden High School 1998 — 2002
Canon Trust School
Personal Trust
The Trust Company July 2008 - Present
Merrill Lynch July 2006 - May 2008
Education
Maryville College 2002 — 2006
Bearden High School 1998 — 2002
Canon Trust School
Personal Trust
Maury Scott's The Trust Company Experience April 2007 - Present
Job Trust Officer at The Trust Company
Industry Investment Management
Experience
The Trust Company April 2007 - Present
U.S. Trust Company July 2001 - January 2007
Education
University of Richmond 1990 — 1994
The Trust Company April 2007 - Present
U.S. Trust Company July 2001 - January 2007
Education
University of Richmond 1990 — 1994
Erik Aagaard's The Trust Company Experience June 2001 - Present
Job Sr. Wealth Management Analyst at The Trust Company
Industry Investment Management
Experience
The Trust Company June 2001 - Present
Education
Texas Tech University 1988 — 2000
MBA, BBA, General Business, Finance, Family Financial Planning
The Trust Company June 2001 - Present
Education
Texas Tech University 1988 — 2000
MBA, BBA, General Business, Finance, Family Financial Planning
Mary Bostwick's The Trust Company Experience 2011 - May 2013
Job Compliance Analyst at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors June 2015 - Present
NFP Advisor Services June 2014 - June 2015
NFP Advisor Services Group May 2013 - June 2014
The Trust Company 2011 - May 2013
Remington College June 2009 - April 2010
University of Texas at Austin October 2005 - May 2009
Principal Financial Group June 2008 - September 2008
Skills
Spanish, PowerPoint, Customer Service, Microsoft Office, Financial Services, Wealth Management, Series 63, Series 7, Microsoft Excel, Series 24
Education
The University of Texas at Austin 2005 — 2009
B.A., Hispanic Studies
Universidad de Sevilla
Dimensional Fund Advisors June 2015 - Present
NFP Advisor Services June 2014 - June 2015
NFP Advisor Services Group May 2013 - June 2014
The Trust Company 2011 - May 2013
Remington College June 2009 - April 2010
University of Texas at Austin October 2005 - May 2009
Principal Financial Group June 2008 - September 2008
Skills
Spanish, PowerPoint, Customer Service, Microsoft Office, Financial Services, Wealth Management, Series 63, Series 7, Microsoft Excel, Series 24
Education
The University of Texas at Austin 2005 — 2009
B.A., Hispanic Studies
Universidad de Sevilla
Jesus Loyo's The Trust Company Experience May 2012 - Present
Job Wealth Management Associate at The Trust Company
Industry Banking
Experience
U-Haul International, Inc. May 2014 - Present
The Trust Company May 2012 - Present
Aeropostale June 2008 - May 2014
BBVA Compass July 2010 - May 2012
Skills
Forecasting, Leadership, Management, Sales, Market Research, Customer Service, Analysis, Strategic Planning, Accounting, Strategic Financial..., Merchandising, Finance, Cash Flow, Retail Sales, Retail
Education
Our Lady of the Lake University 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Our Lady of the Lake University 2006 — 2010
Bachelor of Business Administration (B.B.A.), International Business
U-Haul International, Inc. May 2014 - Present
The Trust Company May 2012 - Present
Aeropostale June 2008 - May 2014
BBVA Compass July 2010 - May 2012
Skills
Forecasting, Leadership, Management, Sales, Market Research, Customer Service, Analysis, Strategic Planning, Accounting, Strategic Financial..., Merchandising, Finance, Cash Flow, Retail Sales, Retail
Education
Our Lady of the Lake University 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Our Lady of the Lake University 2006 — 2010
Bachelor of Business Administration (B.B.A.), International Business