Experience

The Stephenson National Bank & Trust

• United States
• Banking
• 1 - 100 Employee

• Trust Officer

  • Apr 2023 - Present

  Marinette, Wisconsin, United States



Arden Trust Company

• United States
• Financial Services
• 1 - 100 Employee

• Trust Officer

  • Aug 2021 - Apr 2023

  Milwaukee, Wisconsin, United States



First Financial Trust

• AVP & Trust Officer

  • Aug 2020 - Aug 2021

  Abilene, Texas, United States



First Mid Wealth Management

• Retirement Plan Participant Specialist

  • Jun 2019 - Aug 2019

  Mattoon, IL Provide onsite service, support and education to assigned client base to expand current plan enrollment and participation, increase savings levels, retain current participant base and enhance the investment knowledge of plan participants in individual group settings. Attend client meetings and prepare appropriate materials to present recommendations and/or product information. Network with First Mid Bank & Trust colleagues as well as other outside associates to identify and develop… Show more Provide onsite service, support and education to assigned client base to expand current plan enrollment and participation, increase savings levels, retain current participant base and enhance the investment knowledge of plan participants in individual group settings. Attend client meetings and prepare appropriate materials to present recommendations and/or product information. Network with First Mid Bank & Trust colleagues as well as other outside associates to identify and develop prospective client opportunities. Show less



Midland States Bank

• United States
• Banking
• 500 - 600 Employee

• Trust Administrator

  • Jun 2013 - Apr 2019

  Rockford, Illinois Review transactions for errors and inaccuracies, determine needs of clients in short and long term, assist in settlement of estates and administer terms of trusts. Deliver high level of customer service with genuine and compassionate care, trust and competence. Interact with bankers, investment officers and clients in account management activities to meet deadlines, facilitate transactions, pay bills and fulfill client requests. Coordinate Social Security claiming strategy data input… Show more Review transactions for errors and inaccuracies, determine needs of clients in short and long term, assist in settlement of estates and administer terms of trusts. Deliver high level of customer service with genuine and compassionate care, trust and competence. Interact with bankers, investment officers and clients in account management activities to meet deadlines, facilitate transactions, pay bills and fulfill client requests. Coordinate Social Security claiming strategy data input and reports for financial planners. Treat internal and external customers with professionalism at all times. Earned CFTA credential in July 2016. CFP® candidate (coursework complete) Show less



RBC Wealth Management

• Canada
• Financial Services
• 700 & Above Employee

• Client Associate

  • Mar 2012 - Jun 2013

  Rockford, Illinois Build & maintain professional rapport with clients. Answer account-related questions. Communicate & escalate important account information to financial advisors on behalf of clients. Research and help resolve basic-to-complex issues in client accounts. Ensure all appropriate documentation is obtained and maintained. Adhere to firm-wide compliance policies & procedures while maintaining a high level of confidentiality.



Market Dimensions, Inc/Morrissey Family Businesses

• Executive Administrative Assistant

  • Jul 2007 - Nov 2011

  Rockford, Illinois Serve as executive assistant to firm principal/owner. Track database on client-facing team sales goals and progress toward goal attainment. Assist with payroll operations. Process monthly client invoices. Assist in preparation of client quarterly business tax returns.



AMCORE Investment Group

• Financial Planning Analyst

  • Dec 1999 - Jul 2007

  Rockford, Illinois Perform case analysis tasks to enable viable financial solutions for clients. Collect, validate, input and analyze client financial data. Prepare client documents & proposals for meetings and potentially assisting with client reviews. Model retirement, education and retirement income projections. Interact with other team members and departments to coordinate the deliverables to clients. Provide ongoing support of client relationships, handles day-to-day client requests and… Show more Perform case analysis tasks to enable viable financial solutions for clients. Collect, validate, input and analyze client financial data. Prepare client documents & proposals for meetings and potentially assisting with client reviews. Model retirement, education and retirement income projections. Interact with other team members and departments to coordinate the deliverables to clients. Provide ongoing support of client relationships, handles day-to-day client requests and issues. Promoted in 2005 from the position of Executive Assistant to the EVP & COO of Wealth Management to a Wealth Management Project Specialist position. Promoted again in March 2006 from Wealth Management Project Specialist to Financial Planning Analyst. Show less