Jacqueline Russell

Jacqueline Russell

Cash Management Sales and Service

Followers of Jacqueline Russell879 followers
location of Jacqueline RussellNewburgh, Indiana, United States

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  • Timeline

  • About me

    Vice President and Trust Relationship Advisor at Baird Trust Company

  • Education

    • ABA Employee Benefit School

      1996 - 1999
    • Midwest Trust School

      1994 - 1996
    • College for Financial Planning

      2003 - 2007
      Certified Financial Planner
    • University of Southern Indiana

      1985 - 1991
      B.S. Business

      Activities and Societies: Student Orientation Leader (called AMIGOs), USI Dance Team Captain, Delta Zeta Sorority, Marketing Club 3.8 GPA in my major studies

  • Experience

    • Old National Bank

      Nov 1991 - Apr 1994
      Cash Management Sales and Service
    • Old National Trust Company

      Apr 1994 - Sept 2000
      Asset Allocation Program Specialist

      Sales and Account Management

    • Integra Wealth Management

      Oct 2000 - Jul 2002
      Business Development and Client Management
    • Old National Bank

      Jul 2002 - Aug 2016

      Assist in planning, implementing and managing all areas of financial needs for clients

      • Client Advisor and CERTIFIED FINANCIAL PLANNER™

        Jan 2005 - Aug 2016
      • Trust Administrator

        Jul 2002 - Jan 2005
    • Holly's House, Inc.

      Jan 2006 - Dec 2018
      Volunteer Development Committee Chair

      I have been involved with Holly's House since the board was formed; Served on every committee and held every board position as well as helped raise money for the cause since 2006. I am now focusing only on developing relationships with those who have a passion for our mission. Holly's House is a non-residential, child and adult victim advocacy center. Our Mission: To empower victims of intimate crime and abuse by providing support, promoting justice and preventing violence.

    • Baird Trust Company (“Baird Trust”)

      Sept 2016 - now
      Vice President and Trust Specialist

      I deliver trust and estate planning solutions and wealth transfer strategies to clients and prospects in partnership with Hilliard Lyons Financial Consultants and other firm departments in the Evansville and surrounding area. In addition I will collaborate with local attorney's and CPAs to implement trust strategies for clients while being actively involved in administrative duties.

    • Vanderburgh Community Fndtn

      Sept 2020 - now
      Advisory Board Member
    • Holly's House, Inc.

      Sept 2021 - now
      Advisory Board Member

      Holly's House is a non-residential child and adult victim advocacy center. Their mission is to empower victims of intimate crime and abuse by providing support, promoting justice and preventing violence.

  • Licenses & Certifications

    • Certified Trust and Financial Advisor (CTFA)

      American Bankers Association
      Jul 2019