Tri-Star Trust Bank
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Tri-Star Trust Bank Employees
Employee
Years
Job
Industry
Laura Janson Laura Janson's Tri-Star Trust Bank Experience March 2007 - Present
Job Employee Benefits Analyst at TriStar Trust Bank
Industry Financial Services
Experience
Tri-Star Trust Bank March 2007 - Present
Thrivent Financial for Lutherans 2005 - 2007
Skills
Investment Advisory, Retirement Planning, Wealth Management, Series 7, Investments, Investment Strategies, 401k, Pensions, Asset Allocation, Defined Benefit, ERISA, Defined Contribution
Education
Saginaw Valley State University
Tri-Star Trust Bank March 2007 - Present
Thrivent Financial for Lutherans 2005 - 2007
Skills
Investment Advisory, Retirement Planning, Wealth Management, Series 7, Investments, Investment Strategies, 401k, Pensions, Asset Allocation, Defined Benefit, ERISA, Defined Contribution
Education
Saginaw Valley State University
Jonathan Pickelman Jonathan Pickelman's Tri-Star Trust Bank Experience October 2014 - Present
Job Investment Associate at TriStar Trust Bank
Industry Financial Services
Experience
Tri-Star Trust Bank October 2014 - Present
Potter Financial Group September 2013 - October 2014
Trust Company of the South August 2012 - September 2013
Frankenmuth Insurance May 2011 - August 2011
Skills
Investment Management, Retirement Planning, Estate Planning, Insurance, Public Speaking, Risk Management, Customer Service, Microsoft Excel, Microsoft Office, Claim, Financial Modeling, Personal Tax Planning, Budgets, Access, Outlook, Microsoft Word, PowerPoint, Analysis, Teamwork, Marketing, Social Media
Education
Campbell University 2012 — 2013
Master of Trust and Wealth Management (MTWM), Trust and Wealth Management
Central Michigan University 2008 — 2012
Bachelor of Science in Business Administration (B.S.B.A.), Double Major: Personal Financial Planning and Economics
Tri-Star Trust Bank October 2014 - Present
Potter Financial Group September 2013 - October 2014
Trust Company of the South August 2012 - September 2013
Frankenmuth Insurance May 2011 - August 2011
Skills
Investment Management, Retirement Planning, Estate Planning, Insurance, Public Speaking, Risk Management, Customer Service, Microsoft Excel, Microsoft Office, Claim, Financial Modeling, Personal Tax Planning, Budgets, Access, Outlook, Microsoft Word, PowerPoint, Analysis, Teamwork, Marketing, Social Media
Education
Campbell University 2012 — 2013
Master of Trust and Wealth Management (MTWM), Trust and Wealth Management
Central Michigan University 2008 — 2012
Bachelor of Science in Business Administration (B.S.B.A.), Double Major: Personal Financial Planning and Economics
Sandy Worner's Tri-Star Trust Bank Experience January 2003 - Present
Job Vice President, Director of Financial Services at TriStar Trust Bank
Industry Financial Services
Experience
Tri-Star Trust Bank January 2003 - Present
Tri-Star Trust Bank January 2003 - Present
Skills
Wealth Management, Financial Planning, Financial Analysis, Strategic Financial..., Investments, Portfolio Management
Education
Northwood University 2003 — 2005
MBA, MBA
University of Illinois at Urbana-Champaign 1981 — 1985
BS, Accounting
Leadership Saginaw
Leadership Saginaw
Leadership Saginaw
Tri-Star Trust Bank January 2003 - Present
Tri-Star Trust Bank January 2003 - Present
Skills
Wealth Management, Financial Planning, Financial Analysis, Strategic Financial..., Investments, Portfolio Management
Education
Northwood University 2003 — 2005
MBA, MBA
University of Illinois at Urbana-Champaign 1981 — 1985
BS, Accounting
Leadership Saginaw
Leadership Saginaw
Leadership Saginaw
Kyle Chapple Kyle Chapple's Tri-Star Trust Bank Experience June 2014 - Present
Job Relationship Assistant at TriStar Trust Bank
Industry Financial Services
Experience
Tri-Star Trust Bank June 2014 - Present
Huntington Asset Services July 2010 - May 2014
Skills
Securities, Mutual Funds, Fund Administration, Asset Management, Financial Services, Alternative Investments, Investments, Fixed Income, Accounting, Wealth Management, Financial Reporting
Education
Saginaw Valley State University 2007 — 2008
Bachelor, Finance
Northwestern Michigan College 2004 — 2006
Associates, Science & Arts
Tri-Star Trust Bank June 2014 - Present
Huntington Asset Services July 2010 - May 2014
Skills
Securities, Mutual Funds, Fund Administration, Asset Management, Financial Services, Alternative Investments, Investments, Fixed Income, Accounting, Wealth Management, Financial Reporting
Education
Saginaw Valley State University 2007 — 2008
Bachelor, Finance
Northwestern Michigan College 2004 — 2006
Associates, Science & Arts
Gene Pickelman Gene Pickelman's Tri-Star Trust Bank Experience November 2000 - Present
Job CoFounder, TriStar Trust Bank
Industry Financial Services
Experience
Tri-Star Trust Bank November 2000 - Present
Skills
Wealth Management, Portfolio Management, Investments, Investment Advisory, Wealth, Retirement Planning, Asset Allocation, Estate Planning, Equities, Finance, Asset Management, Wealth Management..., Investment Strategies, Investment Management, Series 7, Private Banking, Loans, Small Business, Fixed Annuities, Retirement, Mutual Funds, High Net Worth..., Financial Services, Strategic Financial..., Alternative Investments, Series 63, 401k, Asset Managment, Securities, Long-term Care, Insurance, Financial Analysis, Financial Planners, Mortgage Lending, Estate Tax Planning, Financial Planning, Trusts, Life Insurance, Values-based Leadership
Education
ABA National Trust School 1995 — 1996
Estate and Trust Administration
College for Financial Planning 1985 — 1987
CFP, Financial Planning
Western Michigan University 1974 — 1978
Tri-Star Trust Bank November 2000 - Present
Skills
Wealth Management, Portfolio Management, Investments, Investment Advisory, Wealth, Retirement Planning, Asset Allocation, Estate Planning, Equities, Finance, Asset Management, Wealth Management..., Investment Strategies, Investment Management, Series 7, Private Banking, Loans, Small Business, Fixed Annuities, Retirement, Mutual Funds, High Net Worth..., Financial Services, Strategic Financial..., Alternative Investments, Series 63, 401k, Asset Managment, Securities, Long-term Care, Insurance, Financial Analysis, Financial Planners, Mortgage Lending, Estate Tax Planning, Financial Planning, Trusts, Life Insurance, Values-based Leadership
Education
ABA National Trust School 1995 — 1996
Estate and Trust Administration
College for Financial Planning 1985 — 1987
CFP, Financial Planning
Western Michigan University 1974 — 1978
Emily Provenzano's Tri-Star Trust Bank Experience March 2014 - Present
Job Relationship Assistant at TriStar Trust Bank
Industry Financial Services
Experience
Tri-Star Trust Bank March 2014 - Present
Central Michigan University April 2012 - March 2014
International Automotive Components February 2010 - April 2012
Deloitte & Touche September 2008 - June 2009
Dow Corning January 2007 - August 2008
Skills
Accounting, Auditing, Cost Accounting, Forecasting, Variance Analysis, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Internal Audit, Accounts Payable, Financial Analysis, Payroll, Sarbanes-Oxley, Financial Accounting, US GAAP, Microsoft Office, Microsoft Excel, Account Reconciliation, Finance
Education
Saginaw Valley State University 2010 — 2012
MBA, Finance
Northwood University 2004 — 2008
BBA, Accounting
Tri-Star Trust Bank March 2014 - Present
Central Michigan University April 2012 - March 2014
International Automotive Components February 2010 - April 2012
Deloitte & Touche September 2008 - June 2009
Dow Corning January 2007 - August 2008
Skills
Accounting, Auditing, Cost Accounting, Forecasting, Variance Analysis, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Internal Audit, Accounts Payable, Financial Analysis, Payroll, Sarbanes-Oxley, Financial Accounting, US GAAP, Microsoft Office, Microsoft Excel, Account Reconciliation, Finance
Education
Saginaw Valley State University 2010 — 2012
MBA, Finance
Northwood University 2004 — 2008
BBA, Accounting
Matt Brege Matt Brege's Tri-Star Trust Bank Experience January 2013 - September 2014
Job Treasury Investment Manager
Industry Investment Management
Experience
TIAA-CREF December 2014 - September 2015
Tri-Star Trust Bank January 2013 - September 2014
PNC (previously Allegiant Asset Management part of National City Corp) November 2006 - January 2013
JP Morgan June 2006 - November 2006
JP Morgan January 2005 - May 2006
Bank One (now Chase Bank) January 2003 - January 2005
American Express Financial Advisors (now Ameriprise Financial) July 2002 - November 2002
Skills
Portfolio Management, Asset Allocation, Investments, Mutual Funds, Wealth Management, Investment Management, New Business Development, Derivatives, Fixed Income, Investment Advisory, Investment Strategies, CRM, Financial Services, Client Retention, Separately Managed..., Project Management, Portfolio Optimization, Leadership, Coaching, Strategic Planning, Relationship Management, Building Relationships, Institutional..., Client Services, Cross-functional Team..., Social Media, Community Outreach, Marketing Strategy, Marketing, Event Management, Event Planning, Talent Management, Risk Management, Series 7
Education
Walsh College 2004 — 2006
MS
Alma College 1998 — 2001
BA
TIAA-CREF December 2014 - September 2015
Tri-Star Trust Bank January 2013 - September 2014
PNC (previously Allegiant Asset Management part of National City Corp) November 2006 - January 2013
JP Morgan June 2006 - November 2006
JP Morgan January 2005 - May 2006
Bank One (now Chase Bank) January 2003 - January 2005
American Express Financial Advisors (now Ameriprise Financial) July 2002 - November 2002
Skills
Portfolio Management, Asset Allocation, Investments, Mutual Funds, Wealth Management, Investment Management, New Business Development, Derivatives, Fixed Income, Investment Advisory, Investment Strategies, CRM, Financial Services, Client Retention, Separately Managed..., Project Management, Portfolio Optimization, Leadership, Coaching, Strategic Planning, Relationship Management, Building Relationships, Institutional..., Client Services, Cross-functional Team..., Social Media, Community Outreach, Marketing Strategy, Marketing, Event Management, Event Planning, Talent Management, Risk Management, Series 7
Education
Walsh College 2004 — 2006
MS
Alma College 1998 — 2001
BA
Tom McCarrell Tom McCarrell's Tri-Star Trust Bank Experience May 2010 - May 2012
Job Vice President and Sr. Portfolio Manager at Old National Wealth Management
Industry Investment Management
Experience
Old National Wealth Management May 2012 - Present
United Bancorp MI May 2012 - August 2014
Tri-Star Trust Bank May 2010 - May 2012
Jackson Area Estate Planning Council 1990 - May 2012
Comerica Asset Management September 1979 - May 2010
Weatherwax Foundation 2007 - 2010
Meijer Inc January 1973 - January 1979
Skills
Economics, Customer Relations, Equity Research, Account Management, Investments, Portfolio Management, Asset Management, Equities, Financial Analysis, Wealth Management, Investment Advisory, Technical Writing, Private Banking, Asset Managment, Fixed Income, Retirement Planning, Finance, Investment Management, Management, Leadership, Banking
Education
CFA Institute 1983 — 1987
Chartered Financial Analyst, finance, investing and portfolio management
Spring Arbor University 1975 — 1979
B A, Business
Spring Arbor University 1975 — 1979
Bachelor of Arts, Business
Old National Wealth Management May 2012 - Present
United Bancorp MI May 2012 - August 2014
Tri-Star Trust Bank May 2010 - May 2012
Jackson Area Estate Planning Council 1990 - May 2012
Comerica Asset Management September 1979 - May 2010
Weatherwax Foundation 2007 - 2010
Meijer Inc January 1973 - January 1979
Skills
Economics, Customer Relations, Equity Research, Account Management, Investments, Portfolio Management, Asset Management, Equities, Financial Analysis, Wealth Management, Investment Advisory, Technical Writing, Private Banking, Asset Managment, Fixed Income, Retirement Planning, Finance, Investment Management, Management, Leadership, Banking
Education
CFA Institute 1983 — 1987
Chartered Financial Analyst, finance, investing and portfolio management
Spring Arbor University 1975 — 1979
B A, Business
Spring Arbor University 1975 — 1979
Bachelor of Arts, Business
Larry Preston's Tri-Star Trust Bank Experience November 2000 - Present
Job Chief Executive Officer at TriStar Trust Bank
Industry Financial Services
Experience
Tri-Star Trust Bank November 2000 - Present
Tri Star Trust Bank 2000 - Present
Currie Kendall Polasky Meisel, PLC 1982 - 2000
Skills
Financial Analysis, Public Speaking, Wealth Management, Event Planning, Estate Tax Planning, Customer Service, Investments, Fundraising, Strategic Planning, Estate Planning, Portfolio Management, Equities, Public Relations, Strategic Communications, Investment Advisory, Retirement Planning, Marketing, Volunteer Management, Social Media, Entrepreneurship, Leadership Development, Asset Allocation, Community Development, Social Networking, Marketing Communications, Trusts, Series 7, Small Business, Investment Strategies, Media Relations
Education
University of Detroit Mercy School of Law 1979 — 1981
Juris Doctorate
GLB Leadership Class
Michigan State University
Bachelor of Science
Tri-Star Trust Bank November 2000 - Present
Tri Star Trust Bank 2000 - Present
Currie Kendall Polasky Meisel, PLC 1982 - 2000
Skills
Financial Analysis, Public Speaking, Wealth Management, Event Planning, Estate Tax Planning, Customer Service, Investments, Fundraising, Strategic Planning, Estate Planning, Portfolio Management, Equities, Public Relations, Strategic Communications, Investment Advisory, Retirement Planning, Marketing, Volunteer Management, Social Media, Entrepreneurship, Leadership Development, Asset Allocation, Community Development, Social Networking, Marketing Communications, Trusts, Series 7, Small Business, Investment Strategies, Media Relations
Education
University of Detroit Mercy School of Law 1979 — 1981
Juris Doctorate
GLB Leadership Class
Michigan State University
Bachelor of Science
Morgan Getchell Morgan Getchell's Tri-Star Trust Bank Experience June 2014 - Present
Job Relationship Assistant at TriStar Trust Bank
Industry Banking
Experience
Tri-Star Trust Bank June 2014 - Present
Fifth Third Bank May 2013 - February 2014
PNC Bank May 2012 - February 2013
PNC Bank August 2010 - May 2012
David's Bridal January 2010 - July 2010
Skills
Social Networking, Sales Management, Retail Banking, Risk Management, Long Range Planning, Financial Literacy..., Sales Presentations, Banking, Management, Customer Service, Credit Analysis, Loans, Sales, Credit, Leadership, Cross Selling, Consumer Lending, Finance, Marketing, Small Business Lending
Education
Davenport University
Bachelor of Business Administration, Management; Marketing
Tri-Star Trust Bank June 2014 - Present
Fifth Third Bank May 2013 - February 2014
PNC Bank May 2012 - February 2013
PNC Bank August 2010 - May 2012
David's Bridal January 2010 - July 2010
Skills
Social Networking, Sales Management, Retail Banking, Risk Management, Long Range Planning, Financial Literacy..., Sales Presentations, Banking, Management, Customer Service, Credit Analysis, Loans, Sales, Credit, Leadership, Cross Selling, Consumer Lending, Finance, Marketing, Small Business Lending
Education
Davenport University
Bachelor of Business Administration, Management; Marketing
Steven Witten Steven Witten's Tri-Star Trust Bank Experience March 2013 - Present
Job Chief Investment Officer & Vice President at TriStar Trust Bank
Industry Investment Management
Experience
Tri-Star Trust Bank March 2013 - Present
Security National Bank: Sioux City, IA September 2002 - March 2013
USAA June 1999 - September 2000
USAA September 1996 - June 1999
Skills
Investments, Investment Management, Portfolio Management, Wealth Management, Executive Leadership, Leadership, Team Leadership, Investment Strategies, Not for Profit..., Executive Management, Foundation and..., Presentation Skills, Financial Advice, Investment Manager..., Relationship Building, Cash Flow Projections, Finance, Estate Planning, Equities, Risk Management, Customer Service, Mutual Funds, Retirement Planning, Fixed Income, Capital Markets, Management, Unified Managed Accounts, Separately Managed..., Common Trust Fund..., Public Speaking, Writing, Institutional..., Institutional Portfolio..., Asset Allocation, Asset Management
Education
Texas Christian University - M.J. Neeley School of Business 2000 — 2002
MBA, MBA
Tarleton State University 1989 — 1993
BS, Economics & Marketing
Tri-Star Trust Bank March 2013 - Present
Security National Bank: Sioux City, IA September 2002 - March 2013
USAA June 1999 - September 2000
USAA September 1996 - June 1999
Skills
Investments, Investment Management, Portfolio Management, Wealth Management, Executive Leadership, Leadership, Team Leadership, Investment Strategies, Not for Profit..., Executive Management, Foundation and..., Presentation Skills, Financial Advice, Investment Manager..., Relationship Building, Cash Flow Projections, Finance, Estate Planning, Equities, Risk Management, Customer Service, Mutual Funds, Retirement Planning, Fixed Income, Capital Markets, Management, Unified Managed Accounts, Separately Managed..., Common Trust Fund..., Public Speaking, Writing, Institutional..., Institutional Portfolio..., Asset Allocation, Asset Management
Education
Texas Christian University - M.J. Neeley School of Business 2000 — 2002
MBA, MBA
Tarleton State University 1989 — 1993
BS, Economics & Marketing
Jenny Diederich's Tri-Star Trust Bank Experience August 2015 - Present
Job Facilitating communication between clientele & the relationship specialists that serve them
Industry Investment Banking
Experience
Tri-Star Trust Bank August 2015 - Present
Law Offices of D. Todd Diederich March 2011 - Present
The Dandy Lion Resale Gallery May 2008 - September 2011
Law Office of Robert Bourne April 1998 - June 1999
ServiceMaster at Dow Corning May 1996 - April 1997
Skills
Management, Customer Service, Human Resources
Education
Athabasca University
Human Resources
Tri-Star Trust Bank August 2015 - Present
Law Offices of D. Todd Diederich March 2011 - Present
The Dandy Lion Resale Gallery May 2008 - September 2011
Law Office of Robert Bourne April 1998 - June 1999
ServiceMaster at Dow Corning May 1996 - April 1997
Skills
Management, Customer Service, Human Resources
Education
Athabasca University
Human Resources
Kendra Engwis Kendra Engwis's Tri-Star Trust Bank Experience April 2015 - August 2015
Job Administrative Assistant at Aramark
Industry Food & Beverages
Experience
Aramark August 2015 - Present
Tri-Star Trust Bank April 2015 - August 2015
City of Midland September 2014 - April 2015
Central Michigan University August 2013 - May 2014
Student Media Group May 2013 - August 2013
Central Michigan University September 2012 - May 2013
M's Cafe May 2012 - May 2013
Hickory Farms November 2010 - January 2012
Skills
Time Management, Sales, Leadership, Management, Event Planning, Entrepreneurship, Social Networking, Volunteering, Accounting, Customer Service, Marketing, Fundraising, Facebook, Microsoft Excel, Confidentiality, Advertising, Microsoft Office, PowerPoint
Education
Central Michigan University 2010 — 2014
Bachelor's Degree, Entrepreneurship/Entrepreneurial Studies, 3.75
H.H. Dow High School 2006 — 2010
Aramark August 2015 - Present
Tri-Star Trust Bank April 2015 - August 2015
City of Midland September 2014 - April 2015
Central Michigan University August 2013 - May 2014
Student Media Group May 2013 - August 2013
Central Michigan University September 2012 - May 2013
M's Cafe May 2012 - May 2013
Hickory Farms November 2010 - January 2012
Skills
Time Management, Sales, Leadership, Management, Event Planning, Entrepreneurship, Social Networking, Volunteering, Accounting, Customer Service, Marketing, Fundraising, Facebook, Microsoft Excel, Confidentiality, Advertising, Microsoft Office, PowerPoint
Education
Central Michigan University 2010 — 2014
Bachelor's Degree, Entrepreneurship/Entrepreneurial Studies, 3.75
H.H. Dow High School 2006 — 2010
Teresa Gerhardt's Tri-Star Trust Bank Experience June 2007 - August 2014
Job Financial Services Associate
Industry Financial Services
Experience
Retirement Income Solutions, Inc. September 2015 - Present
Child & Family Services of Saginaw October 2014 - Present
Tri-Star Trust Bank June 2007 - August 2014
Saginaw Club August 2002 - June 2007
Skills
Wealth Management, Asset Allocation, Portfolio Management, Series 7, Investments, Investment Strategies, Retirement Planning, Grant Writing, Management, Mental Health, Sales, Volunteering, Communication, Finance, Customer Engagement, Leadership, Event Planning, Strategic Communications, Customer Service, Estate Planning, Public Speaking
Education
Cannon Trust School
CTFA
Saginaw Valley State University
Bachelor of Arts (B.A.), English & Psychology
Retirement Income Solutions, Inc. September 2015 - Present
Child & Family Services of Saginaw October 2014 - Present
Tri-Star Trust Bank June 2007 - August 2014
Saginaw Club August 2002 - June 2007
Skills
Wealth Management, Asset Allocation, Portfolio Management, Series 7, Investments, Investment Strategies, Retirement Planning, Grant Writing, Management, Mental Health, Sales, Volunteering, Communication, Finance, Customer Engagement, Leadership, Event Planning, Strategic Communications, Customer Service, Estate Planning, Public Speaking
Education
Cannon Trust School
CTFA
Saginaw Valley State University
Bachelor of Arts (B.A.), English & Psychology
Shelby Meadows Shelby Meadows's Tri-Star Trust Bank Experience June 2011 - July 2012
Job Media Buyer at A. Eicoff & Company
Industry Marketing and Advertising
Experience
A. Eicoff & Company November 2014 - Present
Eicoff DRTV August 2013 - November 2014
Universal McCann August 2012 - June 2013
Tri-Star Trust Bank June 2011 - July 2012
SAMSA May 2011 - July 2011
JCPenney October 2008 - July 2011
Student Association Saginaw Valley 2009 - 2010
Office of International Programs 2009 - 2010
Skills
Microsoft Office, Excel, Word, PowerPoint, Customer Service, Social Media, Photoshop, Event Planning, Illustrator, Graphic Design, Marketing Strategy, Email Marketing, Market Research, Editing, Public Relations, Copywriting, Microsoft Excel, Newsletters, Media Relations, Social Media Marketing, Social Networking, Microsoft Word, Public Speaking, Management, Facebook, Advertising, Time Management, Media Buying, Direct Response..., Research, Web Analytics
Education
Saginaw Valley State University - College of Business and Management 2007 — 2011
Bachelor of Business Administration (B.B.A.), Marketing
Saginaw Valley State University - College of Business and Management 2007 — 2011
Bachelor of Business Administration (B.B.A.), Marketing
A. Eicoff & Company November 2014 - Present
Eicoff DRTV August 2013 - November 2014
Universal McCann August 2012 - June 2013
Tri-Star Trust Bank June 2011 - July 2012
SAMSA May 2011 - July 2011
JCPenney October 2008 - July 2011
Student Association Saginaw Valley 2009 - 2010
Office of International Programs 2009 - 2010
Skills
Microsoft Office, Excel, Word, PowerPoint, Customer Service, Social Media, Photoshop, Event Planning, Illustrator, Graphic Design, Marketing Strategy, Email Marketing, Market Research, Editing, Public Relations, Copywriting, Microsoft Excel, Newsletters, Media Relations, Social Media Marketing, Social Networking, Microsoft Word, Public Speaking, Management, Facebook, Advertising, Time Management, Media Buying, Direct Response..., Research, Web Analytics
Education
Saginaw Valley State University - College of Business and Management 2007 — 2011
Bachelor of Business Administration (B.B.A.), Marketing
Saginaw Valley State University - College of Business and Management 2007 — 2011
Bachelor of Business Administration (B.B.A.), Marketing
Gina Ruhlig's Tri-Star Trust Bank Experience June 2010 - September 2014
Job Retirement Plan Services Administrator at Chemical Bank
Industry Banking
Experience
Chemical Bank October 2014 - Present
Tri-Star Trust Bank June 2010 - September 2014
Education
Saint Mary's College 1995 — 1999
Bachelor's in Businss Administration, Accounting
Chemical Bank October 2014 - Present
Tri-Star Trust Bank June 2010 - September 2014
Education
Saint Mary's College 1995 — 1999
Bachelor's in Businss Administration, Accounting
Deb (DB) Nicolay's Tri-Star Trust Bank Experience August 2009 - October 2011
Job Retired as Vice President & Trust Officer at TriStar Trust Bank
Industry Financial Services
Experience
Tri-Star Trust Bank August 2009 - October 2011
Citizens Bank Wealth Management 1985 - March 2009
Willingham & Cote', PC 1973 - 1985
Skills
Wealth Management, Estate Planning, Small Business Lending, Commercial Lending, Estate Administration, Credit, Asset Allocation, Retail Banking, Investments, Portfolio Management, Retirement Planning, Investment Advisory, Series 7, Financial Advisory
Education
Central Michigan University
BS, Business
Lansing Community College
Associates Business Administration, Paralegal
Tri-Star Trust Bank August 2009 - October 2011
Citizens Bank Wealth Management 1985 - March 2009
Willingham & Cote', PC 1973 - 1985
Skills
Wealth Management, Estate Planning, Small Business Lending, Commercial Lending, Estate Administration, Credit, Asset Allocation, Retail Banking, Investments, Portfolio Management, Retirement Planning, Investment Advisory, Series 7, Financial Advisory
Education
Central Michigan University
BS, Business
Lansing Community College
Associates Business Administration, Paralegal
Rachelle Kell's Tri-Star Trust Bank Experience May 2015 - Present
Job Employee Benefits Administrator at TriStar Trust Bank
Industry Banking
Experience
Tri-Star Trust Bank May 2015 - Present
Chemical Bank November 2011 - May 2015
SPACE Inc. September 2007 - November 2011
BayShore Contractors January 2006 - September 2007
Skills
Employee Relations, Employee Benefits, Strategy, Leadership, Talent Acquisition, Recruiting, Team Building, Performance Management, Personnel Management, Human Resources, Training, Organizational..., Leadership Development, Talent Management, Coaching, Public Speaking
Education
Davenport University
BBA, Human Resources
Leadership Midland
Tri-Star Trust Bank May 2015 - Present
Chemical Bank November 2011 - May 2015
SPACE Inc. September 2007 - November 2011
BayShore Contractors January 2006 - September 2007
Skills
Employee Relations, Employee Benefits, Strategy, Leadership, Talent Acquisition, Recruiting, Team Building, Performance Management, Personnel Management, Human Resources, Training, Organizational..., Leadership Development, Talent Management, Coaching, Public Speaking
Education
Davenport University
BBA, Human Resources
Leadership Midland
Penny Mullin's Tri-Star Trust Bank Experience June 2008 - Present
Job Attorney/Trust Officer at TriStar Trust Bank
Industry Financial Services
Experience
Tri-Star Trust Bank June 2008 - Present
Education
Wayne State University Law School 1998 — 1999
Master of Laws (LL.M.)
Wayne State University Law School 1993 — 1996
Doctor of Law (J.D.)
University of Michigan 1988 — 1992
Bachelor of Arts (B.A.)
Tri-Star Trust Bank June 2008 - Present
Education
Wayne State University Law School 1998 — 1999
Master of Laws (LL.M.)
Wayne State University Law School 1993 — 1996
Doctor of Law (J.D.)
University of Michigan 1988 — 1992
Bachelor of Arts (B.A.)
Timothy Clark's Tri-Star Trust Bank Experience July 2000 - October 2010
Job COO at New Covenant Trust Company
Industry Financial Services
Experience
New Covenant Trust Company November 2010 - Present
Tri-Star Trust Bank July 2000 - October 2010
Bank of Alma February 1991 - July 2000
Skills
Portfolio Management, Team Leadership, Administration, Customer Service, Strategic Planning, Budget Management
Education
Central Michigan University 1973 — 1977
Bachelor of Business Administration (BBA), Finance, Accounting & Economics
New Covenant Trust Company November 2010 - Present
Tri-Star Trust Bank July 2000 - October 2010
Bank of Alma February 1991 - July 2000
Skills
Portfolio Management, Team Leadership, Administration, Customer Service, Strategic Planning, Budget Management
Education
Central Michigan University 1973 — 1977
Bachelor of Business Administration (BBA), Finance, Accounting & Economics