Bruce C. Trimble
**** ******** ***** *********, ** 372**-***-*** 1428 Email:
*************@*****.***
Background Summary
Results oriented and problem solver with numerous years of experience in financial
services, healthcare accounting and community service. Strong background in
accounting,investments, finance and banking. Decisive, achievement oriented with
significant experience in managing and running multiple lines of business. Key strengths
include well developed analytical skills, accounting, finance, budgeting, forecasting and
bottom line responsibility for multiple lines of business, problem solving and relationship
management. This Fall, I can complete the academic requirements for the CPA exam..
Qualifications
Managed bankers, private client advisers, trust business development officers, personal
trust administrators, mortgage bankers and portfolio managers. Net profit of $2.1M with
new recurring fees of $1.2M.
Executed business plan for Trust & Investment Services financial center in Knoxville, TN.
Grew assets from $300 Million to $2.0 Billion.
Served on Mayor’s Task Force to assess future of Regional Airport.
Identified opportunities for improved efficiencies and led implementation of automated and
streamlined systems for the sale of loan participations between 5 affiliated bank, and for
commission payout system for investment sales representatives.
Served at Statutory Director of $2.0 Billion Bank
Led outside vendors, suppliers, clients and prospects in the design and construction of two
major facilities in Knoxville, TN and Amelia Island, FL.
Consulted and advised several small businesses in troubled financial condition during
recent economic downturn, including formulating and negotiating new loan agreement for
wireless communications business, resulting in reduced interest expenditures and improved
profitability.
Settled complex estates requiring the sale of real estate and several small businesses.
Not for profit experience: American Heart Association, Ijams Nature Center, United Way
and Habitat for Humanity.
Professional Experience
Paraplanner with Larson Financial Group. Larson is consulting organization with
15 offices Nationwide specializing in personal financial consulting for Physicians
only. I n my role, I have regained my Series 7 and 66 designations and am involved
in all aspects of formulating and implementing comprehensive financial plans
including retirement planning, investment strategies, assessing insurance needs
and assist in negotiating contracts for Physicians.
Staff Accountant/ Finance, AmSurg. AmSurg is a publicly traded Company
approaching $ 1 Billion in annual Revenue. The Company owns
controlling interest in approximately 225 Outpatient Surgery centers across the
Continental United States. My duties included accounting, general ledger entries,
month end close, partnership distributions and cash management functions for 5
Eye Surgery Centers in the US. October 2011 to June 2012
Interim, Chief Financial Officer, Consultant, for a multi doctor 0pthalmic practice.
Performed forensic work on the practice accounts receivable for the past year and a
half. Handled all finance, banking and billing functions ( CMS 1500s) for the
practice with extensive contact through Cahaba for MediCare as well as directly
with Blue Cross Blue Shield and other insurance providers. Studied extensively,
Interactive Cahaba website training materials for related coding training and EOB
interpretation and utilization. Identified and implemented several significant cost
savings and audit procedures for improved financial performance and control.
Summer 2011
Davita, Inc. Internal Consultant, HealthCare, Revenue Cycle Reimbursement
Program Spring 2010
Private Investor /Consultant
2002 2010
SunTrustBank, Knoxville,Tn and Jacksonville, Fl
1985 2002
Senior Executive Vice President, Headed up Private Client Services, Corporate
Loan and Cash Management Services, Special Assets and Alco Committee
Trust and Wealth Management
THIRD NATIONAL BANK, Nashville TN
1977 1985
Vice President, Commercial Loan Officer
Responsible for corporate lending in Nashville Tennessee and later Northeastern
and Western US
Licenses
NASD series 7 and 66, Securities License( current)
Candidate for Certified Financial Planning designation
Education
Taken classes in Certificate of Accountancy Program at Lipscomb University
Academic requirements for CPA examination to be completed by Fall 2013
M.B.A. (concentration in Finance & Accounting), University of Tennessee,
Nashville, TN,
B.A., Vanderbilt University (Economics & Business Administration), Nashville, TN.
Advanced skills in Microsoft Access, Excel, PowerPoint and Outlook
Community
Habitat For Humanity (participant in five builds)
Nation Link Wireless, Board Member
Leadership Jacksonville and Knoxville
Pine Castle Special Needs Facility, Jacksonville, FL., Board
Member
United Way Campaign Chair, Blount County
Chamber of Commerce, Blount County, Board Member
Episcopal Endowment Corporation, Director
East Tennessee Baptist Health Systems, Board of Trustees
Board Member Knoxville Museum of Art, Finance Committee
Chairman
Rotary Club, Knoxville and Nashville