
Jacqueline Russell
Cash Management Sales and Service

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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 - 2007Certified Financial Planner
University of Southern Indiana
1985 - 1991B.S. BusinessActivities 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 1994Cash Management Sales and Service
Old National Trust Company
Apr 1994 - Sept 2000Asset Allocation Program SpecialistSales and Account Management

Integra Wealth Management
Oct 2000 - Jul 2002Business Development and Client Management
Old National Bank
Jul 2002 - Aug 2016Assist in planning, implementing and managing all areas of financial needs for clients
Client Advisor and CERTIFIED FINANCIAL PLANNER™
Jan 2005 - Aug 2016Trust Administrator
Jul 2002 - Jan 2005

Holly's House, Inc.
Jan 2006 - Dec 2018Volunteer Development Committee ChairI 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.
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Baird Trust Company (“Baird Trust”)
Sept 2016 - nowVice President and Trust SpecialistI 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 - nowAdvisory Board Member
Holly's House, Inc.
Sept 2021 - nowAdvisory Board MemberHolly'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 AssociationJul 2019
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