Stephanie G. Grigsby

**** ********* ****, *********, ** 40502

Tel: 859 - 230 - 6063 E-mail abnf27@r.postjobfree.com

CAREER SUMMARY:

Licensed attorney and business operations professional with diverse abilities in achieving quota

objectives, bringing new accounts to market, and analyzing staff and operational needs. Excels in

an environment where analytical, presentation and strong managerial skills are required. Proven

track record in managing large and small staffs within a highly confidential financial atmosphere.

EXPERIENCE

Grigsby Insurance Services Lexington, KY

Co-Owner

January 2009 – Present

• Mortgage Protection and Death Benefit Insurance Specialty Agency licensed with a variety of

National and International Insurance Companies

Fifth Third Bancorp Cincinnati, OH

Senior Fiduciary Executive & Vice President

April 2008 – June 2009

• Project Manager for Risk Assessment for the Bancorp Private Bank Personal Trust

department

Member of the Bancorp Regional Trust Committee

•

Legal review of trust documents for personal trust administrators throughout the

•

Bancorp

Accomplishments

• Promoted in April 2008 to Senior Fiduciary Executive & Vice President

• Project Manager on a successful legal review of all High Net Worth trust

relationships throughout the Bancorp

• Decreased account transition time by 30% utilizing centralized procedure system

• Secured all original assets with newly acquired accounts while fostering a positive

work environment

Director of Administrative Services Group & Assistant Vice President

January 2007 – April 2008

• Managed 15 employees in the Fifth Third Private Bank

Directed transactions with all employees within Fifth Third Bank affiliate personal trust

departments

Orchestrated all account openings, closings and confidential operational projects for personal

trust administrators throughout the Bancorp

Accomplishments

• Promoted in January 2007 to Director of Administrative Services & Assistant Vice President

Created and administered the planning to centralize all account processing for the personal trust

departments throughout the Bancorp

Put in place a varied training program for employees to expand trust knowledge and system skills

Manager of the Private Client Service Team & Assistant Vice President

January 2005 – January 2007

• Co-Managed 30 employees in the Fifth Third Private Bank Personal Trust division

Executed financial transactions with multi-million dollar client base primarily via phone, email

and fax

Created legal pro-forma and forecasts towards volume based objectives

Accomplishments

• Promoted in January 2005 to Manager of the Private Client Service Team & Assistant Vice

President

• Implemented the standard protocol for employees in proper trust administration via diverse

communication methods

Trust Administrator & Trust Officer

August 1998 – January 2005

• Advised Fifth Third Private Bank trust customers on meeting their long term financial

goals

Managed and facilitated estate planning contacts and established customer based goals

Coordinated with Portfolio Manager on client investment allocations

Accomplishments

• Trained trust staff for all Bancorp mergers from 1998 to 2009

Promoted to Trust Officer in August 2000

• Received outstanding service award in 1999 for work as Trust Administrator

• Met all Sales Goals set

Fifth Third Bancorp Columbus, OH

August 1993 – August 1998

Retail Financial Manager

• Coordinated daily functions and the goals of the Financial Center

Facilitated cash processing, ATM and teller balancing, lending and risk assessment

EDUCATION:

Capital Law School Columbus, OH

• Juris Doctorate

The University of Dayton Dayton, OH

• Masters of Business Administration, Concentration: Finance

The Ohio State University Columbus, OH

• Bachelor of Science, Major: Marketing

Licensed to Practice Law in the State of Ohio

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