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Manager Vice President

Location:
Terre Haute, Indiana, United States
Posted:
October 12, 2016

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Steven M. Martin

*** *********** **

Terre Haute, IN 47803

812-***-****

email: acw0wm@r.postjobfree.com

CAREER SUMARY

Trust/Wealth Management professional experienced in assisting individuals, families and institutions with trust, investment management and financial planning solutions.

BUSINESS EXPERIENCE

FIRST FINANCIAL BANK, Terre Haute, Indiana 2014 to October, 2016

Vice President and Director of Asset Management

Managed a 1.5 billion Asset Management Division, 30 person investment management, trust, retirement plan, custody and brokerage division with locations in multiple states.

• Member of the Bank Management Team, Bank Investment Committee

• Past Treasurer and Board Member of the Terre Haute Symphony Orchestra

• Managed larger complex accounts

• Managed and active participated in Business Development for the Division

• Integrated Brokerage Services into the Asset Management Division

SOUTH OTTUMWA SAVINGS BANK, Ottumwa, Iowa 2010 to 2014

Senior Vice President and Senior Trust Officer

Manager of a 50 million, five person, Trust and Investment Department

• Member of Bank Executive Team, Bank Investment Committee and ALCO

• Secretary and Board Member of Ottumwa Property and Redevelopment Company

• Member of the Finance Committee of the Ottumwa Regional Legacy Foundation

• Board Member of the Southeast Iowa Symphony Orchestra –Ottumwa Chapter

KEYBANK, NA, Dayton, Ohio 2003 to 2010

Senior Vice President and Trust Manager SW and Central Ohio

Manager of 1.8 billion, fifteen person, Investment and Trust Division SW and Central Ohio

• 2009 Investment and Trust Revenue was $9,659,058

• Manager/Administrator with 213 accounts, Market Value $416,767,784,Revenue$1,777,383

• Division New Business Production SW and Central Ohio $722,276

• Member of the Leadership Team for the Southwest Ohio District

• Board Member and Past-President of the Ohio Bankers League Trust Division Executive Board

• Board Member of Dayton Urban League

• Board Member of the American Heart Association, Miami Valley Division 2004-2009

NATIONAL BANK AND TRUST, Wilmington, Ohio 2000 to 2003

Senior Vice President and Senior Trust Officer

Manager of 220 million, nine person, Investment and Trust Services Division with integrated trust and brokerage operation.

• Successfully met or exceeded annual goal of net income of 35% or greater

• Treasurer of the Clinton County Foundation

• Chairman of Ohio Bankers League Community Investment and Trust Committee

NATIONAL CITY BANK ( Acquired First of America) 1996-2000

Senior Vice President and Site Manager

Site manager for private banking, investment management and personal trust in Rockford, Illinois and Lansing, Michigan

• Converted the Lansing, First of America, trust department to the National City Bank Private Client Group concept

• Started Private Banking in Lansing

• Implemented relationship management program for new business development and account retention

• Member of Private Client Group Fee Standardization Committee

• Board Member of the Michigan Bankers Association Trust Executive Committee

BANK ONE, Rockford, IL 1993-1996

Vice President and Senior Trust Officer

Senior trust administrator of large, complex trust and estate accounts

• Integrated personal trust with private banking

• Two term President of the International Association of Financial Planners, Rockford, Illinois Chapte

CITIZENS NATIONAL BANK, Charles City, Iowa 1992-1993

Senior Trust Officer

Manager of 24 million three bank trust department

• Converted manual operation system to a computer based system

• Added money market funds and asset allocation program with mutual funds

• Treasurer of the political campaign for Floyd County Treasurer

BANKERS TRUST COMPANY, Des Moines, Iowa 1990-1992

Vice President and Trust Officer

Senior trust administrator of multi-family complex trust relationships

• Successfully converted fixed income management for one large family relationship from an outside manager resulting in $50,000 new annual income

• Board member of the Iowa Trust Association

NORTH CENTRAL TRUST COMPANY, La Crosse, Wisconsin 1988-1990

Vice President Probate/Personal Trust

Manager of 125 million Probate/Personal Trust Division

• Started Marketing Committee to formulate and implement company marketing strategies

MCILROY BANK & TRUST, Fayetteville, Arkansas 1986-1988

Vice President and Trust Division Manager

Manager of 50 million trust division

AMERICAN TRUST & SAVINGS BANK, Dubuque, Iowa 1983-1986

Assistant Trust Officer

EDUCATION

• CFP, College of Financial Planning, September, 1990

• Certificate of Completion, Booke & Company-Basics of Defined Contribution and Defined Benefit Plan School, 1987

• Graduate ABA National Trust School and National Graduate Trust School, 1983-1985

• JD, Drake University Law School, Des Moines, Iowa, 1983

• B.S.S., CUM LAUDE, Cornell College, Mount Vernon, Iowa, 1980



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