Unified Trust Company, N.A.
Unified Trust Company, N.A. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Unified Trust Company, N.A.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Unified Trust Company, N.A. Employees
Employee
Years
Job
Industry
Marjorie Gonzalez Marjorie Gonzalez's Unified Trust Company, N.A. Experience August 2009 - October 2011
Job Investigator at Lexington Fayette Urban County Human Rights Commission
Industry Government Relations
Experience
Lexington Fayette Urban County Human Rights Commission October 2011 - Present
Unified Trust Company, N.A. August 2009 - October 2011
Victoria's Secret August 2005 - June 2007
Urban Outfitters January 2000 - July 2005
Skills
Store Management, Customer Service, Microsoft Office, Loss Prevention, Sales, Leadership, Community Outreach, Nonprofits, Management, Leadership Development, Volunteer Management, Event Planning, Fundraising, Public Speaking, Research, Social Media, Strategic Planning, Team Building
Education
Fisher College
Associate of Science (A.S.), Fashion Merchandising
New Jersey City University
Bachelor of Arts (B.A.), Sociology
Lexington Fayette Urban County Human Rights Commission October 2011 - Present
Unified Trust Company, N.A. August 2009 - October 2011
Victoria's Secret August 2005 - June 2007
Urban Outfitters January 2000 - July 2005
Skills
Store Management, Customer Service, Microsoft Office, Loss Prevention, Sales, Leadership, Community Outreach, Nonprofits, Management, Leadership Development, Volunteer Management, Event Planning, Fundraising, Public Speaking, Research, Social Media, Strategic Planning, Team Building
Education
Fisher College
Associate of Science (A.S.), Fashion Merchandising
New Jersey City University
Bachelor of Arts (B.A.), Sociology
Katherine Mertz Katherine Mertz's Unified Trust Company, N.A. Experience February 2013 - March 2014
Job Marketing Communications Specialist at Private Company
Industry Marketing and Advertising
Experience
Private Company October 2014 - Present
Unified Trust Company, N.A. February 2013 - March 2014
Jenny Craig December 2009 - February 2013
Jenny Craig December 2009 - February 2013
University of Kentucky August 2008 - December 2012
The Bank of Kentucky May 2009 - August 2009
The Bank of Kentucky June 2008 - August 2008
Atria Senior Living Group April 2006 - January 2008
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Marketing, Social Media, Outlook, Public Speaking, Public Relations, Research, Facebook, Social Media Marketing, Editing, InDesign, Press Releases, Strategic Communications
Education
University of Kentucky 2008 — 2012
Bachelor of Science (BS), Integrated Strategic Communications (Public Relations)
Scott High School 2004 — 2008
College Prep
Private Company October 2014 - Present
Unified Trust Company, N.A. February 2013 - March 2014
Jenny Craig December 2009 - February 2013
Jenny Craig December 2009 - February 2013
University of Kentucky August 2008 - December 2012
The Bank of Kentucky May 2009 - August 2009
The Bank of Kentucky June 2008 - August 2008
Atria Senior Living Group April 2006 - January 2008
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Marketing, Social Media, Outlook, Public Speaking, Public Relations, Research, Facebook, Social Media Marketing, Editing, InDesign, Press Releases, Strategic Communications
Education
University of Kentucky 2008 — 2012
Bachelor of Science (BS), Integrated Strategic Communications (Public Relations)
Scott High School 2004 — 2008
College Prep
Johnny Livengood's Unified Trust Company, N.A. Experience June 2013 - March 2014
Job Recordkeeping Consultant at Unified Trust Company
Industry Investment Management
Experience
Unified Trust Company March 2014 - Present
Unified Trust Company, N.A. June 2013 - March 2014
Xerox/Medco Health Solutions July 2012 - May 2013
Xerox/Medco Health Solutions December 2009 - July 2012
WPTJ 90.7FM August 2006 - October 2009
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Internet, Customer Service, Telephone Skills, Broadcast Journalism, Radio Broadcasting, Leadership, Team Leadership, Management, Team Management, PowerPoint, Data Entry, Play by Play, Claim, Insurance, Interviews, Broadcast, Coaching, Marketing
Education
University of Kentucky 2005 — 2009
Bachelor of Arts (B.A.), Broadcast Journalism
Bourbon County High School 2001 — 2005
Unified Trust Company March 2014 - Present
Unified Trust Company, N.A. June 2013 - March 2014
Xerox/Medco Health Solutions July 2012 - May 2013
Xerox/Medco Health Solutions December 2009 - July 2012
WPTJ 90.7FM August 2006 - October 2009
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Internet, Customer Service, Telephone Skills, Broadcast Journalism, Radio Broadcasting, Leadership, Team Leadership, Management, Team Management, PowerPoint, Data Entry, Play by Play, Claim, Insurance, Interviews, Broadcast, Coaching, Marketing
Education
University of Kentucky 2005 — 2009
Bachelor of Arts (B.A.), Broadcast Journalism
Bourbon County High School 2001 — 2005
Stacy Hoskins, APA's Unified Trust Company, N.A. Experience January 2001 - Present
Job Conversion Manager at Unified Trust Company, N.A.
Industry Financial Services
Experience
Unified Trust Company, N.A. January 2001 - Present
Skills
401k, Retirement, Defined Benefit, Mutual Funds, Retirement Planning, Pensions, Asset Allocation, Employee Benefits, Investments, Strategic Financial..., ERISA, Relationship Management, Portfolio Management, Process Improvement, Investment Advisory, Profit Sharing
Education
Georgetown College 1996 — 2000
B.S., Political Science & Business Administration
Unified Trust Company, N.A. January 2001 - Present
Skills
401k, Retirement, Defined Benefit, Mutual Funds, Retirement Planning, Pensions, Asset Allocation, Employee Benefits, Investments, Strategic Financial..., ERISA, Relationship Management, Portfolio Management, Process Improvement, Investment Advisory, Profit Sharing
Education
Georgetown College 1996 — 2000
B.S., Political Science & Business Administration
Brigitte Collier's Unified Trust Company, N.A. Experience March 2001 - October 2002
Job Attorney at Indiana Department of Insurance
Industry Law Practice
Experience
Indiana Department of Insurance January 2015 - Present
Indiana Civil Rights Commission September 2014 - January 2015
Indiana Office of the Attorney General August 2013 - October 2013
Court of Appeals of Indiana May 2012 - July 2012
Lee & Fairman, LLP February 2012 - May 2012
E. & J. Gallo Winery February 2005 - August 2011
East Kentucky Power Cooperative October 2002 - June 2004
Unified Trust Company, N.A. March 2001 - October 2002
Skills
Westlaw, Legal Research, Corporate Law, LexisNexis, Legal Compliance, Litigation, Intellectual Property, Legal Writing, Civil Litigation, Public Speaking, Courts, Commercial Litigation, Mediation
Education
Indiana University Robert H. McKinney School of Law 2011 — 2014
Candidate for Juris Doctor May 2014
Sullivan University 1998 — 2001
Bachelor of Science (BS), Paralegal Studies
Indiana Department of Insurance January 2015 - Present
Indiana Civil Rights Commission September 2014 - January 2015
Indiana Office of the Attorney General August 2013 - October 2013
Court of Appeals of Indiana May 2012 - July 2012
Lee & Fairman, LLP February 2012 - May 2012
E. & J. Gallo Winery February 2005 - August 2011
East Kentucky Power Cooperative October 2002 - June 2004
Unified Trust Company, N.A. March 2001 - October 2002
Skills
Westlaw, Legal Research, Corporate Law, LexisNexis, Legal Compliance, Litigation, Intellectual Property, Legal Writing, Civil Litigation, Public Speaking, Courts, Commercial Litigation, Mediation
Education
Indiana University Robert H. McKinney School of Law 2011 — 2014
Candidate for Juris Doctor May 2014
Sullivan University 1998 — 2001
Bachelor of Science (BS), Paralegal Studies
Joseph Reese, QPFC, AIF® Joseph Reese, QPFC, AIF®'s Unified Trust Company, N.A. Experience December 2011 - Present
Job Institutional Retirement Plan Consultant working with Advisor Partners to Help Participants Retire
Industry Financial Services
Experience
Unified Trust Company, N.A. December 2011 - Present
Skills
401k, Retirement, ERISA, Fiduciary Liability, Retirement Plan..., Defined Contribution, Fiduciary, Defined Benefit, Pensions, Investment Advisory, Mutual Funds, Asset Allocation, Investments, Profit Sharing, Qualified Retirement..., Retirement Planning, Financial Advisory, Wealth Management
Education
Saint Lawrence University 1982 — 1986
B.A., Government
Unified Trust Company, N.A. December 2011 - Present
Skills
401k, Retirement, ERISA, Fiduciary Liability, Retirement Plan..., Defined Contribution, Fiduciary, Defined Benefit, Pensions, Investment Advisory, Mutual Funds, Asset Allocation, Investments, Profit Sharing, Qualified Retirement..., Retirement Planning, Financial Advisory, Wealth Management
Education
Saint Lawrence University 1982 — 1986
B.A., Government
Shannon (Shannon Smith) Smith Bassett's Unified Trust Company, N.A. Experience February 2005 - Present
Job Processing Group Supervisor at Unified Trust Company, N.A.
Industry Financial Services
Experience
Unified Trust Company, N.A. February 2005 - Present
Concord Custom Cleaners May 2000 - February 2005
Winn-Dixie May 1990 - April 2000
Skills
401k, Retirement Planning, Mutual Funds, Retirement, Investments, Management, Process Improvement, Pensions, Microsoft Office, Wealth Management
Education
Sullivan University 1994 — 1999
Bachelor of Science (BS), Accounting
Sullivan University 1994 — 1999
Bachelor of Science, Business Administration and Management, General
Unified Trust Company, N.A. February 2005 - Present
Concord Custom Cleaners May 2000 - February 2005
Winn-Dixie May 1990 - April 2000
Skills
401k, Retirement Planning, Mutual Funds, Retirement, Investments, Management, Process Improvement, Pensions, Microsoft Office, Wealth Management
Education
Sullivan University 1994 — 1999
Bachelor of Science (BS), Accounting
Sullivan University 1994 — 1999
Bachelor of Science, Business Administration and Management, General
Rachel Horn's Unified Trust Company, N.A. Experience June 2013 - February 2014
Job Sales Assistant at Time Warner Cable Media
Industry Writing and Editing
Experience
STORY Magazine May 2012 - Present
Time Warner Cable Media August 2014 - July 2015
Unified Trust Company, N.A. June 2013 - February 2014
Unified Trust Company, N.A. January 2010 - June 2013
Office Suites PLUS July 2009 - January 2010
Raymond James Financial August 2007 - January 2009
Skills
401k, Microsoft Office, Excel, Word, Wordpress, Sungard Relius..., Sungard Planning Station, Innotrust, Blogging, Project Planning, Microsoft Word, Relius Administration, Microsoft Excel, Social Media, Facebook, Event Planning, Editing, Social Networking
Education
University of Kentucky 2010 — 2011
Geographic Information Systems
Colorado State University 2015 — 2017
Bachelor of Science (B.S.), Environmental Communications
STORY Magazine May 2012 - Present
Time Warner Cable Media August 2014 - July 2015
Unified Trust Company, N.A. June 2013 - February 2014
Unified Trust Company, N.A. January 2010 - June 2013
Office Suites PLUS July 2009 - January 2010
Raymond James Financial August 2007 - January 2009
Skills
401k, Microsoft Office, Excel, Word, Wordpress, Sungard Relius..., Sungard Planning Station, Innotrust, Blogging, Project Planning, Microsoft Word, Relius Administration, Microsoft Excel, Social Media, Facebook, Event Planning, Editing, Social Networking
Education
University of Kentucky 2010 — 2011
Geographic Information Systems
Colorado State University 2015 — 2017
Bachelor of Science (B.S.), Environmental Communications
Brian Cohoon, CFP, CRPC, AIF's Unified Trust Company, N.A. Experience August 2012 - Present
Job Louisville Market Director at Unified Trust Company, N.A.
Industry Banking
Experience
Unified Trust Company, N.A. August 2012 - Present
Stock Yards Bank & Trust December 2007 - August 2012
Crossroads Financial Planning January 2004 - December 2007
Norton Healthcare January 2001 - January 2004
Skills
Wealth Management, Disability Insurance, Executive Benefit..., Estate Planning, 401k, Strategic Financial..., Finance, Employee Benefits, Insurance, Financial Planning, Investments, Investment Strategies, Management, Life Insurance, Pensions, Succession Planning, Retirement Planning, Financial Analysis, Personal Financial..., Business Succession..., Long Term Care Insurance, Retirement, Strategic Planning
Education
Ball State University - College of Business 1988 — 1992
Bachelor of Science (B.S.), Finance
FCHS
Unified Trust Company, N.A. August 2012 - Present
Stock Yards Bank & Trust December 2007 - August 2012
Crossroads Financial Planning January 2004 - December 2007
Norton Healthcare January 2001 - January 2004
Skills
Wealth Management, Disability Insurance, Executive Benefit..., Estate Planning, 401k, Strategic Financial..., Finance, Employee Benefits, Insurance, Financial Planning, Investments, Investment Strategies, Management, Life Insurance, Pensions, Succession Planning, Retirement Planning, Financial Analysis, Personal Financial..., Business Succession..., Long Term Care Insurance, Retirement, Strategic Planning
Education
Ball State University - College of Business 1988 — 1992
Bachelor of Science (B.S.), Finance
FCHS
Jason Grantz, QPA, AIFA's Unified Trust Company, N.A. Experience October 2008 - Present
Job Helping employers to help more employees retire successfully!
Industry Financial Services
Experience
Unified Trust Company, N.A. October 2008 - Present
ASPPA Benefits Council Greater Philadelphia January 2009 - Present
First Mercantile July 2005 - September 2008
AllianceBernstein July 1997 - July 2005
Skills
Fiduciary Liability, Retirement Planning, Defined Benefit, Defined Contribution, ERISA, Investments, Retirement Plan..., 401k, Retirement, Plan Design, Benefits, Profit Sharing, Deferred Compensation, Investment Advisory, Employee Benefits, Mutual Funds, Asset Allocation, Investment Policy, Fiduciary Management, Pensions, Investment Management, Qualified Retirement..., Investment Strategies, Pension Funds, Relationship Management, Trust Services, Institutional Investors, Nonprofits, Business Planning, Consulting
Education
Rutgers University-New Brunswick 1991 — 1995
B.S., Economoics
Marlboro High School 1987 — 1991
Unified Trust Company, N.A. October 2008 - Present
ASPPA Benefits Council Greater Philadelphia January 2009 - Present
First Mercantile July 2005 - September 2008
AllianceBernstein July 1997 - July 2005
Skills
Fiduciary Liability, Retirement Planning, Defined Benefit, Defined Contribution, ERISA, Investments, Retirement Plan..., 401k, Retirement, Plan Design, Benefits, Profit Sharing, Deferred Compensation, Investment Advisory, Employee Benefits, Mutual Funds, Asset Allocation, Investment Policy, Fiduciary Management, Pensions, Investment Management, Qualified Retirement..., Investment Strategies, Pension Funds, Relationship Management, Trust Services, Institutional Investors, Nonprofits, Business Planning, Consulting
Education
Rutgers University-New Brunswick 1991 — 1995
B.S., Economoics
Marlboro High School 1987 — 1991
Robert Williams, CFP®'s Unified Trust Company, N.A. Experience June 2003 - Present
Job Fiduciary Investment Advisor at Unified Trust Company, NA
Industry Financial Services
Experience
Unified Trust Company, N.A. June 2003 - Present
Unified Trust Company, N.A. January 2002 - June 2003
Commonwealth Investment Services, Inc. April 2000 - January 2002
Skills
Strategic Financial..., Investment Management, Estate Planning, Retirement Planning, Qualified Retirement..., 401k, Investments, Investment Advisory, Mutual Funds, Retirement, Wealth Management, Financial Analysis, Finance, Financial Planning, Investment Strategies, Portfolio Management, Asset Allocation
Education
University of Kentucky 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance and Accounting
Unified Trust Company, N.A. June 2003 - Present
Unified Trust Company, N.A. January 2002 - June 2003
Commonwealth Investment Services, Inc. April 2000 - January 2002
Skills
Strategic Financial..., Investment Management, Estate Planning, Retirement Planning, Qualified Retirement..., 401k, Investments, Investment Advisory, Mutual Funds, Retirement, Wealth Management, Financial Analysis, Finance, Financial Planning, Investment Strategies, Portfolio Management, Asset Allocation
Education
University of Kentucky 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance and Accounting
Martin McCoy Martin McCoy's Unified Trust Company, N.A. Experience February 2012 - Present
Job IT Technician at Unified Trust Company
Industry Computer Networking
Experience
Unified Trust Company, N.A. February 2012 - Present
Army National Guard April 2010 - Present
IBM January 2008 - February 2008
SAIC June 2007 - December 2007
Skills
CCNA, IP Networking, A+ Certified, Computer Hardware, Security
Education
Spencerian College-Lexington 2005 — 2006
Associate of Applied Science, Computer Engineering Technology
Western Kentucky University 2003 — 2004
Unified Trust Company, N.A. February 2012 - Present
Army National Guard April 2010 - Present
IBM January 2008 - February 2008
SAIC June 2007 - December 2007
Skills
CCNA, IP Networking, A+ Certified, Computer Hardware, Security
Education
Spencerian College-Lexington 2005 — 2006
Associate of Applied Science, Computer Engineering Technology
Western Kentucky University 2003 — 2004
Eric Waldroup's Unified Trust Company, N.A. Experience June 2012 - March 2013
Job Dupree & Company
Industry Investment Management
Experience
Mutual Funds April 2015 - Present
Hitachi Automotive Systems Americas, Inc. January 2015 - April 2015
Bingham McCutchen March 2013 - January 2015
Unified Trust Company, N.A. June 2012 - March 2013
McGregor & Associates October 2009 - June 2012
Benefits Plus September 2006 - October 2009
Skills
Mutual Funds, Finance, Temporary Staffing, Account Reconciliation, Accounting, Investments, Time Management, Recruiting, Retirement, Retirement Planning, Microsoft Excel, Management
Education
University of Kentucky 2002 — 2006
Bachelor of Science (B.S.), Marketing
Mutual Funds April 2015 - Present
Hitachi Automotive Systems Americas, Inc. January 2015 - April 2015
Bingham McCutchen March 2013 - January 2015
Unified Trust Company, N.A. June 2012 - March 2013
McGregor & Associates October 2009 - June 2012
Benefits Plus September 2006 - October 2009
Skills
Mutual Funds, Finance, Temporary Staffing, Account Reconciliation, Accounting, Investments, Time Management, Recruiting, Retirement, Retirement Planning, Microsoft Excel, Management
Education
University of Kentucky 2002 — 2006
Bachelor of Science (B.S.), Marketing
Elizabeth Johns Elizabeth Johns's Unified Trust Company, N.A. Experience October 2010 - July 2012
Job Vice President & Personal Trust Officer at Central Bank & Trust Co.
Industry Financial Services
Experience
Central Bank April 2015 - Present
PNC July 2012 - March 2015
Unified Trust Company, N.A. October 2010 - July 2012
Farmers Bank and Capital Trust Company March 2000 - September 2010
Crowe Horwath LLP May 1999 - March 2000
National City Bank August 1998 - May 1999
Skills
Estate Planning, Wealth Management, Financial Planning, Financial Analysis, Retirement Planning
Education
Capital University Law School 1995 — 1998
Doctor of Law (J.D.), Law
University of Notre Dame 1991 — 1995
Bachelor of Arts (B.A.), English and French
Central Bank April 2015 - Present
PNC July 2012 - March 2015
Unified Trust Company, N.A. October 2010 - July 2012
Farmers Bank and Capital Trust Company March 2000 - September 2010
Crowe Horwath LLP May 1999 - March 2000
National City Bank August 1998 - May 1999
Skills
Estate Planning, Wealth Management, Financial Planning, Financial Analysis, Retirement Planning
Education
Capital University Law School 1995 — 1998
Doctor of Law (J.D.), Law
University of Notre Dame 1991 — 1995
Bachelor of Arts (B.A.), English and French
Emily Demarest's Unified Trust Company, N.A. Experience March 2010 - November 2011
Job Enrollment/Eligibility Representative at UnitedHealth Group
Industry Hospital & Health Care
Experience
Aramark Uniform Services March 2015 - August 2015
UnitedHealth Group December 2011 - July 2014
Unified Trust Company, N.A. March 2010 - November 2011
Skills
Customer Service, Process Improvement, Microsoft Office, Marketing, Microsoft Excel, Strategic Planning, Project Management, Public Speaking, Team Building, Sales, Time Management, Financial Analysis, Outlook, PowerPoint, Microsoft Word, Event Planning, Accounting, Team Leadership, Social Media, Account Management, Project Planning, Forecasting, Finance, Nonprofits, Social Networking, Fundraising, Marketing Strategy, Advertising, Social Media Marketing, Public Relations, Financial Reporting, Community Outreach, Event Management, New Business Development, Accounts Receivable, Accounts Payable, Networking, Account Reconciliation, Insurance, Data Analysis, Strategic Financial..., Healthcare, 401k, Training, Customer Satisfaction, Managed Care, Investments
Education
University of Kentucky 1999 — 2003
Bachelor of Business Administration (BBA), Finance and Marketing
Pikeville Independent High School 1996 — 1999
High School
Tates Creek 1995 — 1996
Aramark Uniform Services March 2015 - August 2015
UnitedHealth Group December 2011 - July 2014
Unified Trust Company, N.A. March 2010 - November 2011
Skills
Customer Service, Process Improvement, Microsoft Office, Marketing, Microsoft Excel, Strategic Planning, Project Management, Public Speaking, Team Building, Sales, Time Management, Financial Analysis, Outlook, PowerPoint, Microsoft Word, Event Planning, Accounting, Team Leadership, Social Media, Account Management, Project Planning, Forecasting, Finance, Nonprofits, Social Networking, Fundraising, Marketing Strategy, Advertising, Social Media Marketing, Public Relations, Financial Reporting, Community Outreach, Event Management, New Business Development, Accounts Receivable, Accounts Payable, Networking, Account Reconciliation, Insurance, Data Analysis, Strategic Financial..., Healthcare, 401k, Training, Customer Satisfaction, Managed Care, Investments
Education
University of Kentucky 1999 — 2003
Bachelor of Business Administration (BBA), Finance and Marketing
Pikeville Independent High School 1996 — 1999
High School
Tates Creek 1995 — 1996
Erin Persinger's Unified Trust Company, N.A. Experience September 2013 - Present
Job Conversion Administrator at Unified Trust Company, N.A.
Industry Financial Services
Experience
Unified Trust Company, N.A. September 2013 - Present
Unified Trust Company, N.A. May 2011 - August 2013
Pacific Pulmonary Services September 2009 - May 2011
Skills
Microsoft Excel, Sales, Management, Process Improvement, Customer Service, Microsoft Office, Financial Analysis, Financial Planning, Insurance, Microsoft Word, Outlook, Recruiting, Sales Operations, Team Building
Education
University of Kentucky 2005 — 2009
BA, Business Management
Unified Trust Company, N.A. September 2013 - Present
Unified Trust Company, N.A. May 2011 - August 2013
Pacific Pulmonary Services September 2009 - May 2011
Skills
Microsoft Excel, Sales, Management, Process Improvement, Customer Service, Microsoft Office, Financial Analysis, Financial Planning, Insurance, Microsoft Word, Outlook, Recruiting, Sales Operations, Team Building
Education
University of Kentucky 2005 — 2009
BA, Business Management
Melissa Geertz Melissa Geertz's Unified Trust Company, N.A. Experience June 2011 - Present
Job Marketing Director at Unified Trust Company, N.A.
Industry Marketing and Advertising
Experience
Unified Trust Company, N.A. June 2011 - Present
Vetix Sales & Marketing January 2007 - June 2011
HA Concepts January 2007 - June 2011
Unicom 2005 - 2007
Skills
Marketing, Email Marketing, Direct Mail, Customer Service, Web Analytics, Copywriting, Advertising, Vendor Management, Campaign Management, Sponsorship, Lead Generation, Event Planning, Consulting, Press Releases, Direct Marketing, Web Marketing, Integrated Marketing, B2B, Internal Communications, CRM, Multi-channel Marketing, Direct Response, Marketing Management, Brand Awareness, Go to Market Strategies, Online Marketing
Education
University of Rhode Island 1997 — 2001
BA, Journalism
Unified Trust Company, N.A. June 2011 - Present
Vetix Sales & Marketing January 2007 - June 2011
HA Concepts January 2007 - June 2011
Unicom 2005 - 2007
Skills
Marketing, Email Marketing, Direct Mail, Customer Service, Web Analytics, Copywriting, Advertising, Vendor Management, Campaign Management, Sponsorship, Lead Generation, Event Planning, Consulting, Press Releases, Direct Marketing, Web Marketing, Integrated Marketing, B2B, Internal Communications, CRM, Multi-channel Marketing, Direct Response, Marketing Management, Brand Awareness, Go to Market Strategies, Online Marketing
Education
University of Rhode Island 1997 — 2001
BA, Journalism
Connie Hale, CPA, CGMA's Unified Trust Company, N.A. Experience September 2010 - August 2012
Job Vice President and CFO at Keeneland Association
Industry Leisure, Travel & Tourism
Experience
Keeneland Association August 2012 - Present
Unified Trust Company, N.A. September 2010 - August 2012
CapFinancial Group, Inc. December 2006 - September 2010
CAPTRUST Financial Advisors December 2006 - September 2010
Ravenscroft School June 2001 - November 2006
Critical Health Systems April 1987 - July 1998
Ernst & Young 1984 - 1988
Skills
Excel, Operational Excellence, Process Improvement, Mergers, Leadership, Negotiation, Auditing, Tax, Management, Financial Services, Strategic Financial..., 401k, Retirement, Financial Analysis, Financial Reporting, Employee Benefits, Due Diligence, Financial Modeling, Mergers & Acquisitions, Budgets, Accounting, Microsoft Excel, Financial Planning, Finance, Strategic Planning, Social Media
Education
Albion College 1980 — 1984
BA, Economics/Management/Accounting
Albion College
Bachelor's degree, Economics and Management
Keeneland Association August 2012 - Present
Unified Trust Company, N.A. September 2010 - August 2012
CapFinancial Group, Inc. December 2006 - September 2010
CAPTRUST Financial Advisors December 2006 - September 2010
Ravenscroft School June 2001 - November 2006
Critical Health Systems April 1987 - July 1998
Ernst & Young 1984 - 1988
Skills
Excel, Operational Excellence, Process Improvement, Mergers, Leadership, Negotiation, Auditing, Tax, Management, Financial Services, Strategic Financial..., 401k, Retirement, Financial Analysis, Financial Reporting, Employee Benefits, Due Diligence, Financial Modeling, Mergers & Acquisitions, Budgets, Accounting, Microsoft Excel, Financial Planning, Finance, Strategic Planning, Social Media
Education
Albion College 1980 — 1984
BA, Economics/Management/Accounting
Albion College
Bachelor's degree, Economics and Management
Crystal Kleinjan's Unified Trust Company, N.A. Experience December 2008 - Present
Job Services Coordinator at Unified Trust Company, N.A.
Industry Financial Services
Experience
Unified Trust Company, N.A. December 2008 - Present
Skills
Financial Services, Management, Account Reconciliation, Banking, Accounting, Due Diligence, Retirement, Relationship Management
Education
University of Kentucky 1995 — 2001
Bachelors in Business Administration, Finance
Unified Trust Company, N.A. December 2008 - Present
Skills
Financial Services, Management, Account Reconciliation, Banking, Accounting, Due Diligence, Retirement, Relationship Management
Education
University of Kentucky 1995 — 2001
Bachelors in Business Administration, Finance
Ben Yeiser Ben Yeiser's Unified Trust Company, N.A. Experience June 2011 - August 2011
Job Actuarial Analyst at Mercer
Industry Financial Services
Experience
Mercer June 2014 - Present
Springs Medical Research July 2013 - April 2014
Malcolm Bryant Corporation May 2012 - August 2012
Unified Trust Company, N.A. June 2011 - August 2011
Skills
Leadership, Social Media, Research, Microsoft Excel, Microsoft Word, PowerPoint, Yardi, Stata, Data Analysis
Education
Centre College 2009 — 2013
Bachelor of Science (B.S.), Financial Economics
Mercer June 2014 - Present
Springs Medical Research July 2013 - April 2014
Malcolm Bryant Corporation May 2012 - August 2012
Unified Trust Company, N.A. June 2011 - August 2011
Skills
Leadership, Social Media, Research, Microsoft Excel, Microsoft Word, PowerPoint, Yardi, Stata, Data Analysis
Education
Centre College 2009 — 2013
Bachelor of Science (B.S.), Financial Economics
Felecia Holmes Felecia Holmes's Unified Trust Company, N.A. Experience 1995 - 1999
Job Realtor at Rainey, Jones and Shaw Realtors
Industry Real Estate
Experience
Rainey, Jones and Shaw Realtors June 2015 - Present
Fidelity Investments 2000 - 2005
Unified Trust Company, N.A. 1995 - 1999
Skills
Investments, Management, Real Estate Transactions
Education
Berea College 1990 — 1994
Bachelor of Business Administration (B.B.A.)
Rainey, Jones and Shaw Realtors June 2015 - Present
Fidelity Investments 2000 - 2005
Unified Trust Company, N.A. 1995 - 1999
Skills
Investments, Management, Real Estate Transactions
Education
Berea College 1990 — 1994
Bachelor of Business Administration (B.B.A.)
Ashley McIntyre's Unified Trust Company, N.A. Experience April 2014 - Present
Job Marketing and Design Coordinator at Unified Trust Company, N.A.
Industry Marketing and Advertising
Experience
Unified Trust Company, N.A. April 2014 - Present
University of Kentucky July 2013 - April 2014
University of Kentucky August 2011 - July 2013
Skills
Brand Management, Creative Strategy, Marketing Communications, Adobe Creative Suite, Video, Integrated Marketing, Advertising, Graphic Design, Creative Direction, Brand Development, Logo Design, Project Management
Education
University of Kentucky 2009 — 2013
Bachelor of Arts (BA), Integrated Strategic Communication
Unified Trust Company, N.A. April 2014 - Present
University of Kentucky July 2013 - April 2014
University of Kentucky August 2011 - July 2013
Skills
Brand Management, Creative Strategy, Marketing Communications, Adobe Creative Suite, Video, Integrated Marketing, Advertising, Graphic Design, Creative Direction, Brand Development, Logo Design, Project Management
Education
University of Kentucky 2009 — 2013
Bachelor of Arts (BA), Integrated Strategic Communication
Jason Purdy Jason Purdy's Unified Trust Company, N.A. Experience September 2006 - Present
Job Senior Systems Analyst/Project Manager at Unified Trust Company, N.A.
Industry Financial Services
Experience
Unified Trust Company, N.A. September 2006 - Present
Sullivan University September 2008 - September 2013
Morehead State University January 2006 - May 2009
Washington Society of CPAs September 2000 - April 2005
Skills
PMP, ITIL v3 Foundations..., Project Management, Systems Analysis, Web Development, Web Design, Computer Application..., Strategic Planning, IT Service Management, Team Leadership, Conflict Resolution
Education
City University of Seattle 2002 — 2004
Master of Science (M.S.), Computer Systems
Morehead State University 1995 — 1997
Bachelor of Arts (B.A.), Communications - Advertising/PR
Unified Trust Company, N.A. September 2006 - Present
Sullivan University September 2008 - September 2013
Morehead State University January 2006 - May 2009
Washington Society of CPAs September 2000 - April 2005
Skills
PMP, ITIL v3 Foundations..., Project Management, Systems Analysis, Web Development, Web Design, Computer Application..., Strategic Planning, IT Service Management, Team Leadership, Conflict Resolution
Education
City University of Seattle 2002 — 2004
Master of Science (M.S.), Computer Systems
Morehead State University 1995 — 1997
Bachelor of Arts (B.A.), Communications - Advertising/PR
Andrew Windsor, CFA Andrew Windsor, CFA's Unified Trust Company, N.A. Experience April 2013 - Present
Job Retirement Investment Analyst at Unified Trust Company, N.A.
Industry Banking
Experience
Unified Trust Company, N.A. April 2013 - Present
Huntington National Bank January 2011 - April 2013
Pinnacle Financial Partners July 2009 - December 2010
First Mercantile April 2003 - July 2009
Morgan Keegan September 2000 - April 2003
Skills
Asset Allocation, Investments, Risk Management, Portfolio Management, 401k, Retirement Planning, Retirement, Asset Managment, Wealth Management, Financial Modeling, Equities, Financial Analysis, Bloomberg
Education
Acadia University 1997 — 2000
Bachelor of Business Administration (BBA)
Unified Trust Company, N.A. April 2013 - Present
Huntington National Bank January 2011 - April 2013
Pinnacle Financial Partners July 2009 - December 2010
First Mercantile April 2003 - July 2009
Morgan Keegan September 2000 - April 2003
Skills
Asset Allocation, Investments, Risk Management, Portfolio Management, 401k, Retirement Planning, Retirement, Asset Managment, Wealth Management, Financial Modeling, Equities, Financial Analysis, Bloomberg
Education
Acadia University 1997 — 2000
Bachelor of Business Administration (BBA)
Micah Kinnett, CFP®'s Unified Trust Company, N.A. Experience July 2006 - October 2012
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. October 2012 - Present
Unified Trust Company, N.A. July 2006 - October 2012
Central Bank 2000 - 2002
Education
University of Kentucky 2000 — 2002
Bachelor's degree, Finance
Georgetown College 1998 — 2000
Lexington Christian
UBS Financial Services, Inc. October 2012 - Present
Unified Trust Company, N.A. July 2006 - October 2012
Central Bank 2000 - 2002
Education
University of Kentucky 2000 — 2002
Bachelor's degree, Finance
Georgetown College 1998 — 2000
Lexington Christian
Derek Drayer Derek Drayer's Unified Trust Company, N.A. Experience June 2011 - August 2011
Job Investment Banking Department CFO Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2014 - Present
Credit Suisse September 2012 - July 2014
Unified Trust Company, N.A. June 2011 - August 2011
First Kentucky Securities May 2011 - August 2011
United Bank & Trust Company June 2009 - August 2010
G & J Pepsi Cola Bottlers June 2008 - August 2008
Skills
Microsoft Excel, Yellow Belt, Business Objects, Web Intelligence, Bloomberg Terminal, Account Reconciliation, Management, Finance, Corporate Finance, Project Planning
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
BSBA, Finance
Universidad de Alicante 2010 — 2010
Credit Suisse July 2014 - Present
Credit Suisse September 2012 - July 2014
Unified Trust Company, N.A. June 2011 - August 2011
First Kentucky Securities May 2011 - August 2011
United Bank & Trust Company June 2009 - August 2010
G & J Pepsi Cola Bottlers June 2008 - August 2008
Skills
Microsoft Excel, Yellow Belt, Business Objects, Web Intelligence, Bloomberg Terminal, Account Reconciliation, Management, Finance, Corporate Finance, Project Planning
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
BSBA, Finance
Universidad de Alicante 2010 — 2010
Michael Weiner, CFA's Unified Trust Company, N.A. Experience May 2013 - May 2015
Job Transitioning...back in Columbus
Industry Investment Management
Experience
Unified Trust Company, N.A. May 2013 - May 2015
Huntington National Bank August 2010 - May 2013
BNY Mellon Financial October 2004 - June 2008
JP Morgan Chase (nee Banc One) June 1994 - October 2004
Dupont Pension Fund Investments 1986 - 1994
NCNB June 1984 - June 1986
Skills
Portfolio Management, Asset Allocation, Management, Public Speaking, Investment Management, Asset Managment, Investments, Wealth Management, Alternative Investments, Mutual Funds, Investment Strategies, Equities, Financial Modeling, Investment Advisory, Securities, Capital Markets, Financial Analysis, Risk Management, compliance, Series 63, Fixed Income, Asset Management, Hedge Funds, Bloomberg, Equity Research, Financial Services, Bonds, Series 7
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1983 — 1984
Master of Business Administration (MBA)
Duquesne University 1972 — 1976
BA, History and Classics
Unified Trust Company, N.A. May 2013 - May 2015
Huntington National Bank August 2010 - May 2013
BNY Mellon Financial October 2004 - June 2008
JP Morgan Chase (nee Banc One) June 1994 - October 2004
Dupont Pension Fund Investments 1986 - 1994
NCNB June 1984 - June 1986
Skills
Portfolio Management, Asset Allocation, Management, Public Speaking, Investment Management, Asset Managment, Investments, Wealth Management, Alternative Investments, Mutual Funds, Investment Strategies, Equities, Financial Modeling, Investment Advisory, Securities, Capital Markets, Financial Analysis, Risk Management, compliance, Series 63, Fixed Income, Asset Management, Hedge Funds, Bloomberg, Equity Research, Financial Services, Bonds, Series 7
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1983 — 1984
Master of Business Administration (MBA)
Duquesne University 1972 — 1976
BA, History and Classics
Monika Hubbard's Unified Trust Company, N.A. Experience May 2012 - Present
Job Institutional Consultant, Retirement Services Consulting Group at Unified Trust Company, N.A.
Industry Investment Management
Experience
Unified Trust Company, N.A. May 2012 - Present
EPIC Advisors, Inc September 1999 - May 2012
Stock Yards Bank & Trust 1991 - 1999
Skills
401k, Public Speaking, Consultative Selling, Retirement, Pensions, Mutual Funds, Retirement Planning, Investments, Employee Benefits, Relationship Management, Investment Advisory, New Business Development, Defined Benefit, Wealth Management, Retirement Plan..., Profit Sharing, ERISA, Defined Contribution, Asset Allocation
Education
University of Kentucky 1983 — 1987
Finance
Atherton High School
Unified Trust Company, N.A. May 2012 - Present
EPIC Advisors, Inc September 1999 - May 2012
Stock Yards Bank & Trust 1991 - 1999
Skills
401k, Public Speaking, Consultative Selling, Retirement, Pensions, Mutual Funds, Retirement Planning, Investments, Employee Benefits, Relationship Management, Investment Advisory, New Business Development, Defined Benefit, Wealth Management, Retirement Plan..., Profit Sharing, ERISA, Defined Contribution, Asset Allocation
Education
University of Kentucky 1983 — 1987
Finance
Atherton High School
Chad Sturgill, CFA's Unified Trust Company, N.A. Experience June 2015 - Present
Job Senior Portfolio Manager at Unified Trust Company, N.A.
Industry Investment Management
Experience
Unified Trust Company, N.A. June 2015 - Present
Community Trust and Investment Company April 2011 - June 2014
Community Trust and Investment Company March 2004 - April 2011
Bank One 2002 - 2003
Morgan Keegan 2000 - 2001
J. C. Bradford & Co. 1997 - 2000
Skills
Investments, Asset Management, Wealth Management, Portfolio Management, Financial Analysis, Asset Allocation, Investment Strategies, Investment Management, Fixed Income, Bonds, Equity Research, Equities, Investment Advisory, Mutual Funds, Retirement Planning, Securities, Strategic Financial..., Finance
Education
Duke University 1990 — 1994
BA, Political Science
The Hill School
The Lexington School
Unified Trust Company, N.A. June 2015 - Present
Community Trust and Investment Company April 2011 - June 2014
Community Trust and Investment Company March 2004 - April 2011
Bank One 2002 - 2003
Morgan Keegan 2000 - 2001
J. C. Bradford & Co. 1997 - 2000
Skills
Investments, Asset Management, Wealth Management, Portfolio Management, Financial Analysis, Asset Allocation, Investment Strategies, Investment Management, Fixed Income, Bonds, Equity Research, Equities, Investment Advisory, Mutual Funds, Retirement Planning, Securities, Strategic Financial..., Finance
Education
Duke University 1990 — 1994
BA, Political Science
The Hill School
The Lexington School
Michael Samford's Unified Trust Company, N.A. Experience March 2008 - Present
Job Internal Consultant at Unified Trust Company, N.A.
Industry Financial Services
Experience
Unified Trust Company, N.A. March 2008 - Present
Skills
Investments, Retirement Planning, Leadership, Retirement, 401k, Investment Advisory, Mutual Funds, Investment Strategies, Pensions, Portfolio Management
Education
Centre College 2003 — 2007
B.S., Financial Economics
Unified Trust Company, N.A. March 2008 - Present
Skills
Investments, Retirement Planning, Leadership, Retirement, 401k, Investment Advisory, Mutual Funds, Investment Strategies, Pensions, Portfolio Management
Education
Centre College 2003 — 2007
B.S., Financial Economics
Patrick J. Meyer's Unified Trust Company, N.A. Experience July 2009 - Present
Job CFP and Director of Wealth Management Client Services
Industry Financial Services
Experience
Unified Trust Company, N.A. July 2009 - Present
TIAA-CREF November 2006 - March 2008
The Vanguard Group October 1996 - September 2006
KPMG Peat Marwick December 1994 - September 1996
Skills
Strategic Financial..., Wealth Management, Investments, Estate Planning, Financial Advisory, Financial Planners, High Net Worth..., Tax, Accounting, Personal Finance, Financial Accounting, Mutual Funds, Relationship Management, Retirement Planning, Investment Advisory, Asset Allocation, Retirement, Strategic Planning, Investment Strategies, Financial Goals
Education
University of Missouri-Kansas City School of Law 1989 — 1992
Juris Doctorate, Law
Rockhurst University 1985 — 1989
MBA
Rockhurst University 1980 — 1984
BSBA, Finance and Economics
Unified Trust Company, N.A. July 2009 - Present
TIAA-CREF November 2006 - March 2008
The Vanguard Group October 1996 - September 2006
KPMG Peat Marwick December 1994 - September 1996
Skills
Strategic Financial..., Wealth Management, Investments, Estate Planning, Financial Advisory, Financial Planners, High Net Worth..., Tax, Accounting, Personal Finance, Financial Accounting, Mutual Funds, Relationship Management, Retirement Planning, Investment Advisory, Asset Allocation, Retirement, Strategic Planning, Investment Strategies, Financial Goals
Education
University of Missouri-Kansas City School of Law 1989 — 1992
Juris Doctorate, Law
Rockhurst University 1985 — 1989
MBA
Rockhurst University 1980 — 1984
BSBA, Finance and Economics
Aprill Shepherd's Unified Trust Company, N.A. Experience January 2005 - June 2008
Job Relationship Officer with Community Trust & Investment Company
Industry Financial Services
Experience
Community Trust and Investment Company March 2012 - Present
The Sapphire Group, LLC January 2010 - November 2011
Northwestern Mutual June 2008 - January 2010
Unified Trust Company, N.A. January 2005 - June 2008
Merrill Lynch January 2003 - January 2005
D. Scott Neal, Inc. June 2001 - January 2003
Ford Motor Company January 1994 - February 2002
Skills
Problem Solving, Lean Manufacturing, Strategic Planning, Budgeting, Financial Analysis, Financial Planning, Financial Management, Analysis, Budgets, Business Development, Continuous Improvement, Kaizen, Management, Managerial Finance, Manufacturing, Strategic Financial..., Value Stream Mapping, Trust Services, Wealth Management, Public Speaking, Customer Service, Leadership, Finance, CRM, Process Improvement, Retirement Planning, Team Building, Sales, Investments, Strategy
Education
Michigan State University - The Eli Broad College of Business 1999 — 2001
Masters, Integrative Management
Georgia Institute of Technology 1989 — 1993
Bachelor of Science, International Affairs
Leadership Lexington 2003 — 2004
Community Trust and Investment Company March 2012 - Present
The Sapphire Group, LLC January 2010 - November 2011
Northwestern Mutual June 2008 - January 2010
Unified Trust Company, N.A. January 2005 - June 2008
Merrill Lynch January 2003 - January 2005
D. Scott Neal, Inc. June 2001 - January 2003
Ford Motor Company January 1994 - February 2002
Skills
Problem Solving, Lean Manufacturing, Strategic Planning, Budgeting, Financial Analysis, Financial Planning, Financial Management, Analysis, Budgets, Business Development, Continuous Improvement, Kaizen, Management, Managerial Finance, Manufacturing, Strategic Financial..., Value Stream Mapping, Trust Services, Wealth Management, Public Speaking, Customer Service, Leadership, Finance, CRM, Process Improvement, Retirement Planning, Team Building, Sales, Investments, Strategy
Education
Michigan State University - The Eli Broad College of Business 1999 — 2001
Masters, Integrative Management
Georgia Institute of Technology 1989 — 1993
Bachelor of Science, International Affairs
Leadership Lexington 2003 — 2004
Vanessa Thursby's Unified Trust Company, N.A. Experience January 2010 - May 2011
Job Junior Buyer
Industry Logistics and Supply Chain
Experience
Private Company March 2015 - Present
Private Company October 2014 - March 2015
Private Company 2013 - October 2014
Ale-8-One Bottling Company April 2013 - July 2014
Terracon May 2012 - August 2013
Alltech, Inc August 2010 - December 2012
Unified Trust Company, N.A. January 2010 - May 2011
Dick's Sporting Goods March 2009 - December 2009
National Association of Manufacturers June 2007 - August 2007
Wood Insurance Agency May 2004 - August 2004
Skills
Marketing, Event Planning, Event Management, Management, Financial Reporting, Process Improvement, Project Planning, Customer Service, Microsoft Excel, Marketing Communications, Employee Benefits, Finance, Proposal Writing, 401k, Outlook, Leadership, Retirement, Editing, Data Analysis, Strategic Planning, Logistics, Sales, Trade Shows, Supply Chain
Education
University of Kentucky 2011 — 2011
Masters of Healthcare Administration, Healthcare Administration
University of Kentucky 2007 — 2009
Bachelor's, Marketing
Georgetown University 2007 — 2007
Business and Government Affairs
Eastern Kentucky University 2005 — 2007
Management
Private Company March 2015 - Present
Private Company October 2014 - March 2015
Private Company 2013 - October 2014
Ale-8-One Bottling Company April 2013 - July 2014
Terracon May 2012 - August 2013
Alltech, Inc August 2010 - December 2012
Unified Trust Company, N.A. January 2010 - May 2011
Dick's Sporting Goods March 2009 - December 2009
National Association of Manufacturers June 2007 - August 2007
Wood Insurance Agency May 2004 - August 2004
Skills
Marketing, Event Planning, Event Management, Management, Financial Reporting, Process Improvement, Project Planning, Customer Service, Microsoft Excel, Marketing Communications, Employee Benefits, Finance, Proposal Writing, 401k, Outlook, Leadership, Retirement, Editing, Data Analysis, Strategic Planning, Logistics, Sales, Trade Shows, Supply Chain
Education
University of Kentucky 2011 — 2011
Masters of Healthcare Administration, Healthcare Administration
University of Kentucky 2007 — 2009
Bachelor's, Marketing
Georgetown University 2007 — 2007
Business and Government Affairs
Eastern Kentucky University 2005 — 2007
Management
Monica Lykins's Unified Trust Company, N.A. Experience August 2007 - Present
Job Benefit Consultant at Unified Trust Company, N.A.
Industry Financial Services
Experience
Unified Trust Company, N.A. August 2007 - Present
Skills
401k, Retirement, Retirement Planning, Pensions, Employee Benefits, ERISA, Mutual Funds, Investments, Insurance, Retirement Plan..., Financial Advisory, Asset Allocation, Wealth Management
Education
University of Kentucky 1990 — 1995
Unified Trust Company, N.A. August 2007 - Present
Skills
401k, Retirement, Retirement Planning, Pensions, Employee Benefits, ERISA, Mutual Funds, Investments, Insurance, Retirement Plan..., Financial Advisory, Asset Allocation, Wealth Management
Education
University of Kentucky 1990 — 1995
Kim Shea's Unified Trust Company, N.A. Experience September 2008 - Present
Job Senior Benefit Consultant at Unified Trust Company, N.A.
Industry Financial Services
Experience
Unified Trust Company, N.A. September 2008 - Present
Skills
Employee Benefits, 401k, Retirement Plan..., ERISA, Retirement, Defined Benefit, Qualified Retirement..., Retirement Planning, Investments, Pensions, Profit Sharing, Microsoft Office, Microsoft Excel
Education
University of Kentucky 1978 — 1982
Bachelor of Science (BS), Accounting
University of Kentucky 1978 — 1982
Bachelor's degree, Accounting
Unified Trust Company, N.A. September 2008 - Present
Skills
Employee Benefits, 401k, Retirement Plan..., ERISA, Retirement, Defined Benefit, Qualified Retirement..., Retirement Planning, Investments, Pensions, Profit Sharing, Microsoft Office, Microsoft Excel
Education
University of Kentucky 1978 — 1982
Bachelor of Science (BS), Accounting
University of Kentucky 1978 — 1982
Bachelor's degree, Accounting
Ron Sizemore's Unified Trust Company, N.A. Experience January 1999 - Present
Job Database Programmer at Unified Trust Company, N.A.
Industry Financial Services
Experience
Unified Trust Company, N.A. January 1999 - Present
Skills
Microsoft Office
Education
Miami University 1976 — 1982
Bachelor of Applied Science (B.A.Sc.)
Unified Trust Company, N.A. January 1999 - Present
Skills
Microsoft Office
Education
Miami University 1976 — 1982
Bachelor of Applied Science (B.A.Sc.)
Melissa Mathews's Unified Trust Company, N.A. Experience January 2002 - Present
Job Trust Operations Manager at Unified Trust Company, N.A.
Industry Financial Services
Experience
Unified Trust Company, N.A. January 2002 - Present
Skills
Mutual Funds, Wealth Management, 401k, Retirement, Process Improvement, Trust Operations, Relationship Management
Education
Sullivan University 2010 — 2012
Unified Trust Company, N.A. January 2002 - Present
Skills
Mutual Funds, Wealth Management, 401k, Retirement, Process Improvement, Trust Operations, Relationship Management
Education
Sullivan University 2010 — 2012