The Trust Company of Knoxville
Description
Address: 4823 Old Kingston Pike #100, Knoxville, TN 37919 Hours: Closed ⋅ Opens 8AM Tuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (865) 971-1902: : Category: : : : Place name: Website: : Website: http://www.thetrust.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question
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The Trust Company of Knoxville Employees
Employee
Years
Job
Industry
Jack Davidson Jack Davidson's The Trust Company of Knoxville Experience July 2012 - Present
Job Trust Officer / Sr. Tax Manager at The Trust Company of Knoxville
Industry Accounting
Experience
The Trust Company of Knoxville July 2012 - Present
Burkhart & Company, P.C. 2004 - June 2012
TVA June 2003 - January 2004
Skills
Listener, Problem Solving, Income Tax, Accounting, Trusts, Estate Planning, Estate Administration, Tax, CPA, Financial Planners, Financial Statements, Partnership Taxation, Corporate Tax, Tax Research, Tax Preparation, Tax Accounting, Tax Returns, Estate Tax Planning, High Net Worth..., Financial Planning
Education
University of Tennessee-Knoxville - College of Business Administration 2004 — 2005
M.S., Accounting
University of Tennessee-Knoxville - College of Business Administration 2000 — 2003
B.S., Business Administration
The Trust Company of Knoxville July 2012 - Present
Burkhart & Company, P.C. 2004 - June 2012
TVA June 2003 - January 2004
Skills
Listener, Problem Solving, Income Tax, Accounting, Trusts, Estate Planning, Estate Administration, Tax, CPA, Financial Planners, Financial Statements, Partnership Taxation, Corporate Tax, Tax Research, Tax Preparation, Tax Accounting, Tax Returns, Estate Tax Planning, High Net Worth..., Financial Planning
Education
University of Tennessee-Knoxville - College of Business Administration 2004 — 2005
M.S., Accounting
University of Tennessee-Knoxville - College of Business Administration 2000 — 2003
B.S., Business Administration
Susanne Hauk Susanne Hauk's The Trust Company of Knoxville Experience January 2006 - Present
Job SVP/Regional Director at The Trust Company of Knoxville
Industry Financial Services
Experience
The Trust Company of Knoxville January 2006 - Present
Skills
Investments, Asset Allocation, Retirement Planning, Investment Management, Estate Planning, Wealth Management, Mutual Funds, Wealth Management...
Education
University of Kansas 1983 — 1986
Juris Doctor, Law
University of Kansas 1979 — 1983
Bachelor of Science (B.S.), Economics
The Trust Company of Knoxville January 2006 - Present
Skills
Investments, Asset Allocation, Retirement Planning, Investment Management, Estate Planning, Wealth Management, Mutual Funds, Wealth Management...
Education
University of Kansas 1983 — 1986
Juris Doctor, Law
University of Kansas 1979 — 1983
Bachelor of Science (B.S.), Economics
Chad Ridner's The Trust Company of Knoxville Experience April 2006 - July 2008
Job Principal
Industry Financial Services
Experience
Two Roads September 2011 - Present
BNI 2011 - 2013
Providence Advisors Group, LLC July 2009 - August 2011
The Trust Company of Knoxville April 2006 - July 2008
Skills
Estate Planning, Business Development, 401k, Small Business, Retirement Planning, Trust Services, Strategic Financial..., Customer Service, Retirement, Wealth Management...
Education
Lee University 1994 — 1998
Two Roads September 2011 - Present
BNI 2011 - 2013
Providence Advisors Group, LLC July 2009 - August 2011
The Trust Company of Knoxville April 2006 - July 2008
Skills
Estate Planning, Business Development, 401k, Small Business, Retirement Planning, Trust Services, Strategic Financial..., Customer Service, Retirement, Wealth Management...
Education
Lee University 1994 — 1998
Pat Folsom Pat Folsom's The Trust Company of Knoxville Experience January 2005 - Present
Job Sr. Plan Services Representative at The Trust Company of Knoxville
Industry Banking
Experience
The Trust Company of Knoxville January 2005 - Present
The Trust Company of Knoxville January 2005 - April 2013
The Jacob Company April 1999 - August 2004
Huntington National Bank January 1988 - March 1999
Skills
Microsoft Office, Customer Relations, Coaching, Team Building, Microsoft Excel, Customer Service, Performance Management, Leadership Development, Recruiting, Leadership, Human Resources, Retirement Planning, Training, Employee Benefits, Business Development, Call Centers, 401k, Business Planning
Education
Capital University
Bachlor of Arts, music
Wharton Business School
Employee Benefits Specialist, Certified Employee Benefits Specialist
The Trust Company of Knoxville January 2005 - Present
The Trust Company of Knoxville January 2005 - April 2013
The Jacob Company April 1999 - August 2004
Huntington National Bank January 1988 - March 1999
Skills
Microsoft Office, Customer Relations, Coaching, Team Building, Microsoft Excel, Customer Service, Performance Management, Leadership Development, Recruiting, Leadership, Human Resources, Retirement Planning, Training, Employee Benefits, Business Development, Call Centers, 401k, Business Planning
Education
Capital University
Bachlor of Arts, music
Wharton Business School
Employee Benefits Specialist, Certified Employee Benefits Specialist
Amy Morton Amy Morton's The Trust Company of Knoxville Experience August 1987 - Present
Job Assistant Vice President & Trust Officer at The Trust Company of Knoxville
Industry Banking
Experience
The Trust Company of Knoxville August 1987 - Present
Skills
Estate Planning, Employee Benefits, Strategic Financial..., Customer Service, Public Speaking, Strategic Planning, Negotiation, Finance, Retirement Planning, 401k, Banking, IRAs, Insurance, Financial Planning, New Business Development, Fundraising, Financial Analysis
Education
University of Tennessee-Knoxville 1983 — 1987
Clemson University 1982 — 1983
The Trust Company of Knoxville August 1987 - Present
Skills
Estate Planning, Employee Benefits, Strategic Financial..., Customer Service, Public Speaking, Strategic Planning, Negotiation, Finance, Retirement Planning, 401k, Banking, IRAs, Insurance, Financial Planning, New Business Development, Fundraising, Financial Analysis
Education
University of Tennessee-Knoxville 1983 — 1987
Clemson University 1982 — 1983
Kimberly D. Miller, QKA Kimberly D. Miller, QKA's The Trust Company of Knoxville Experience May 2012 - February 2015
Job Senior Administrator at Tennessee Pension Administrators
Industry Financial Services
Experience
The Trust Company of Knoxville May 2012 - February 2015
Retirement Plan Consultants, Inc May 2006 - May 2012
The Pension Specialists July 2005 - May 2006
Emjay Retirement Services, Inc. April 2005 - July 2005
Union Bank of California February 2002 - December 2004
RSM McGladrey June 1998 - February 2002
Skills
Qualified Retirement..., Retirement Planning, 401k, Account Reconciliation, Asset Allocation, Defined Contribution, ERISA, Management, Profit Sharing, Retirement, Training
Education
Illinois State University 2004 — 2006
Bachelors of Science, Management
University of the West of England 1995 — 1995
European Business, Politics & Economics
Western Illinois University 1992 — 1994
Business Administration
The Trust Company of Knoxville May 2012 - February 2015
Retirement Plan Consultants, Inc May 2006 - May 2012
The Pension Specialists July 2005 - May 2006
Emjay Retirement Services, Inc. April 2005 - July 2005
Union Bank of California February 2002 - December 2004
RSM McGladrey June 1998 - February 2002
Skills
Qualified Retirement..., Retirement Planning, 401k, Account Reconciliation, Asset Allocation, Defined Contribution, ERISA, Management, Profit Sharing, Retirement, Training
Education
Illinois State University 2004 — 2006
Bachelors of Science, Management
University of the West of England 1995 — 1995
European Business, Politics & Economics
Western Illinois University 1992 — 1994
Business Administration
Lisa Wilkerson Lisa Wilkerson's The Trust Company of Knoxville Experience January 1997 - June 2005
Job Marketing Coordinator
Industry Health, Wellness and Fitness
Experience
TeamHealth December 2011 - Present
Knox County Council PTA May 2010 - April 2015
The Trust Company of Knoxville January 1997 - June 2005
PwC 1986 - 1997
Skills
Volunteer Management, Community Relations, Non-profits, Fundraising, Community Outreach, Special Events, Event Planning, Public Speaking, Public Relations, Press Releases, Board Development, Event Management, Writing, Editing, Proofreading, Mentoring, Team Building, Budgeting, Administration, Planning, Newsletters, Team Leadership, Microsoft Office, Problem Solving, Public Policy, Excel, Internal Communications, Nonprofits, Coaching, Budgets, Leadership Development, Project Planning, Community Development
Education
Pellissippi State Community College
Business Administration, Accounting and Business/Management
TeamHealth December 2011 - Present
Knox County Council PTA May 2010 - April 2015
The Trust Company of Knoxville January 1997 - June 2005
PwC 1986 - 1997
Skills
Volunteer Management, Community Relations, Non-profits, Fundraising, Community Outreach, Special Events, Event Planning, Public Speaking, Public Relations, Press Releases, Board Development, Event Management, Writing, Editing, Proofreading, Mentoring, Team Building, Budgeting, Administration, Planning, Newsletters, Team Leadership, Microsoft Office, Problem Solving, Public Policy, Excel, Internal Communications, Nonprofits, Coaching, Budgets, Leadership Development, Project Planning, Community Development
Education
Pellissippi State Community College
Business Administration, Accounting and Business/Management
Pam Dietrich Pam Dietrich's The Trust Company of Knoxville Experience September 2012 - Present
Job Trust Administrator at The Trust Company of Knoxville
Industry Investment Management
Experience
The Trust Company of Knoxville September 2012 - Present
Regions Financial Corporation January 1997 - September 2012
State of Tennessee, 1996 Olympic Canoe and Kayak Event July 1994 - November 1996
Skills
Investment Management, Wealth Management, Asset Allocation, Estate Planning, Retirement Planning, 401k, Strategic Financial..., Wealth Management..., Estate Administration, Trust Services, Accounting, High Net Worth..., Mutual Funds, Securities, Alternative Investments, Asset Management, Investments, Private Banking, Investment Strategies, Bloomberg
Education
Tennessee Wesleyan College 1970 — 1974
Bachelor's degree, Elementary Education and Teaching
The Trust Company of Knoxville September 2012 - Present
Regions Financial Corporation January 1997 - September 2012
State of Tennessee, 1996 Olympic Canoe and Kayak Event July 1994 - November 1996
Skills
Investment Management, Wealth Management, Asset Allocation, Estate Planning, Retirement Planning, 401k, Strategic Financial..., Wealth Management..., Estate Administration, Trust Services, Accounting, High Net Worth..., Mutual Funds, Securities, Alternative Investments, Asset Management, Investments, Private Banking, Investment Strategies, Bloomberg
Education
Tennessee Wesleyan College 1970 — 1974
Bachelor's degree, Elementary Education and Teaching
Jeffrey Gotcher Jeffrey Gotcher's The Trust Company of Knoxville Experience July 2009 — June 2010
Job Head Honcho @ Happe Hippos
Industry Information Technology and Services
Experience
happe hippos September 2012 — Present
Appademia January 2012 — August 2012
The Trust Company of Knoxville July 2009 — June 2010
Merrill Lynch July 2006 — June 2009
Resque 2014 — Present
Medic Apps 2014 — Present
Skills
New Venture Creation, New Product Ideation, Strategic Planning, Social Media, New Business Development, Product Development, Entrepreneurship, Start-ups, Venture Capital, Investments, Leadership, Finance, Management, Strategic Partnerships, Strategy, Training, Team Building, Networking, Sales, Cross-functional Team..., Social Networking, Business Development, Marketing, Project Management, Marketing Strategy, Business Planning, Mobile Devices, Advertising, Small Business, Account Management, Team Leadership, Contract Negotiation, Market Research, Competitive Analysis, Online Advertising, Business Strategy, Social Media Marketing, Product Marketing, Fundraising, Sales Management, SaaS, Online Marketing, Lead Generation, Direct Sales, Negotiation, Selling, Digital Marketing, Marketing Communications, Direct Marketing, E-commerce
Education
University of Tennessee-Knoxville - College of Business Administration 2010 — 2011
MBA, Entrepreneurship & Innovation
Canon Trust School 2009 — 2009
I, Personal Trust
Maryville College 2002 — 2006
B.A., Business & Organizational Mgmt, Finance
Bearden High School 1998 — 2002
Diploma
happe hippos September 2012 — Present
Appademia January 2012 — August 2012
The Trust Company of Knoxville July 2009 — June 2010
Merrill Lynch July 2006 — June 2009
Resque 2014 — Present
Medic Apps 2014 — Present
Skills
New Venture Creation, New Product Ideation, Strategic Planning, Social Media, New Business Development, Product Development, Entrepreneurship, Start-ups, Venture Capital, Investments, Leadership, Finance, Management, Strategic Partnerships, Strategy, Training, Team Building, Networking, Sales, Cross-functional Team..., Social Networking, Business Development, Marketing, Project Management, Marketing Strategy, Business Planning, Mobile Devices, Advertising, Small Business, Account Management, Team Leadership, Contract Negotiation, Market Research, Competitive Analysis, Online Advertising, Business Strategy, Social Media Marketing, Product Marketing, Fundraising, Sales Management, SaaS, Online Marketing, Lead Generation, Direct Sales, Negotiation, Selling, Digital Marketing, Marketing Communications, Direct Marketing, E-commerce
Education
University of Tennessee-Knoxville - College of Business Administration 2010 — 2011
MBA, Entrepreneurship & Innovation
Canon Trust School 2009 — 2009
I, Personal Trust
Maryville College 2002 — 2006
B.A., Business & Organizational Mgmt, Finance
Bearden High School 1998 — 2002
Diploma
Paul Jaeger's The Trust Company of Knoxville Experience June 1995 - Present
Job Vice President Retirement Plan Services The Trust Company of Knoxville
Industry Banking
Experience
The Trust Company of Knoxville June 1995 - Present
1st Source Bank July 1986 - June 1995
American Trust & Savings Bank June 1981 - July 1986
Education
Loras College 1977 — 1981
Bachelor of Arts (B.A.), Finance, General
The Trust Company of Knoxville June 1995 - Present
1st Source Bank July 1986 - June 1995
American Trust & Savings Bank June 1981 - July 1986
Education
Loras College 1977 — 1981
Bachelor of Arts (B.A.), Finance, General
Samantha Lord's The Trust Company of Knoxville Experience July 2009 - Present
Job Client Services Representative at The Trust Company of Knoxville
Industry Financial Services
Experience
The Trust Company of Knoxville July 2009 - Present
ImagePoint December 2007 - June 2009
ImagePoint April 2006 - December 2007
ImagePoint 2004 - 2005
Skills
Human Resources, Employee Benefits, Payroll, HRIS, Customer Service, Training, Employee Relations, Microsoft Excel, Performance Management, Team Building, Interviews, HR Policies, Onboarding, Process Improvement, Project Management, Microsoft Office, Benefits Administration, Temporary Placement, Recruiting, Purchasing, Retirement Benefits, Staffing Coordination, Personnel Management, Temporary Staffing, 401k, Youth Ministry, Community Outreach, Community Service, Youth Mentoring, Youth Leadership
Education
Haslam College of Business at the University of Tennessee 2001 — 2005
Bachelor of Science, Business Administration and Human Resources
The Trust Company of Knoxville July 2009 - Present
ImagePoint December 2007 - June 2009
ImagePoint April 2006 - December 2007
ImagePoint 2004 - 2005
Skills
Human Resources, Employee Benefits, Payroll, HRIS, Customer Service, Training, Employee Relations, Microsoft Excel, Performance Management, Team Building, Interviews, HR Policies, Onboarding, Process Improvement, Project Management, Microsoft Office, Benefits Administration, Temporary Placement, Recruiting, Purchasing, Retirement Benefits, Staffing Coordination, Personnel Management, Temporary Staffing, 401k, Youth Ministry, Community Outreach, Community Service, Youth Mentoring, Youth Leadership
Education
Haslam College of Business at the University of Tennessee 2001 — 2005
Bachelor of Science, Business Administration and Human Resources
Stacy Roettger's The Trust Company of Knoxville Experience July 2010 - Present
Job Senior Vice President at The Trust Company of Knoxville
Industry Banking
Experience
The Trust Company of Knoxville July 2010 - Present
Holbrook Peterson & Smith April 2002 - June 2007
Skills
Wealth Management, Asset Allocation, Investment Management, Retirement Planning, 401k, Estate Planning, Strategic Financial..., Fixed Income, Equities, Portfolio Management, Trust Services, Tax, Retirement, Non-profit Board..., Wealth Management..., Non-profit Leadership, Financial Planning, Non-profit Volunteer
Education
New York University School of Law 1996 — 1997
LLM, Taxation
University of Tennessee College of Law 1993 — 1996
Doctor of Law (J.D.), Concentration in Business Transactions
The Trust Company of Knoxville July 2010 - Present
Holbrook Peterson & Smith April 2002 - June 2007
Skills
Wealth Management, Asset Allocation, Investment Management, Retirement Planning, 401k, Estate Planning, Strategic Financial..., Fixed Income, Equities, Portfolio Management, Trust Services, Tax, Retirement, Non-profit Board..., Wealth Management..., Non-profit Leadership, Financial Planning, Non-profit Volunteer
Education
New York University School of Law 1996 — 1997
LLM, Taxation
University of Tennessee College of Law 1993 — 1996
Doctor of Law (J.D.), Concentration in Business Transactions
Janice Erickson's The Trust Company of Knoxville Experience November 2009 - Present
Job EBO Compliance Specialist at The Trust Company of Knoxville
Industry Banking
Experience
The Trust Company of Knoxville November 2009 - Present
Education
East Tennessee State University 1973 — 1977
B.S., Math, Computer Science
The Trust Company of Knoxville November 2009 - Present
Education
East Tennessee State University 1973 — 1977
B.S., Math, Computer Science