Location:
119 Beechgrove Ave, Batesville, IN 47006
Industry:
Financial Services
Work:
Clearpoint Federal Bank & Trust
Board Member
J.p. Morgan Jun 2008 - Oct 2013
Senior Trust Officer, Vice President
J.p. Morgan Jun 2006 - Jun 2008
Client Service Assoc., Trust
Education:
Loyola University Chicago 2003 - 2006
Doctor of Jurisprudence, Doctorates, Law
University of Notre Dame 1999 - 2003
Bachelors, Bachelor of Arts, Psychology, Political Science
Skills:
Estate Planning
Team Management
Wealth Management
Banking
Personal Trust Administration
Financial Analysis
Management
Investments
Trust Services
Asset Management
Wealth Management Services
Risk Management
Financial Planning
Leadership
Finance
Portfolio Management
Financial Services