At TrustINdiana, we pride ourselves on our people, processes, and technology. In this month’s Investor, we highlight the team of professionals who comprise our Client Service Desk. Below is a snapshot of each team member to help you get to know them better and put a face with a name and voice.
Christa is the Vice President of Separately Managed Accounts Activity and has been with TrustINdiana since 2015. She has a deep professional history in accounting including experience in the mutual fund accounting division at State Street Bank and Trust. Christa holds a Bachelor of Science and a Master of Business Administration. She has two children who keep her busy outside of work, but she still finds time to relax in the mountains though!
Jen is the Vice President of Client Services and Operations and has been with TrustINdiana since 2015. She has more than twenty years of industry experience in fixed-income securities for local government entities as well as a Bachelor of Science in Accounting. She considers herself to be a little competitive; just ask her coworkers Matt and Chris about the time she beat them at a friendly game of cornhole! They’re still waiting for a rematch.
Audrey is the Lead Operations Associate and has been with TrustINdiana since 2015. With a Bachelor of Science in Business Administration, she began her finance career with Wells Fargo, N.A. in positions ranging from teller to wire transfer operations and wholesale loans. Audrey has two cats, a dog, and a bearded dragon; when she’s not spending time with her pets, she loves photography and spending time outdoors!
Josh is an Associate in Operations and Accounting and has been with TrustINdiana since 2016. Prior to joining TrustINdiana, he served as the Coordinator for Community Rides, a service that provided free rides to volunteer opportunities for students. He holds a Bachelor of Arts in Economics with a minor in Computer Science. Josh’s family is from Belize and when he visits, he enjoys cultural dances and swimming in the sea!
Evan is an Investment Operations and Accounting Associate in Client Services and has been with TrustINdiana since 2017. He earned a Bachelor of Science in Business Administration and worked for ALPS Alternative Investment Services as a Portfolio Accountant before joining TrustINdiana. He is an avid traveler; he has visited 24 countries so far and hopes to get to more soon!
Tegan is an Associate in Client Services and has been with TrustINdiana since 2017. Tegan previously worked for Coldwell Banker Residential Brokerage as the Systems Coordinator and later as a Transaction Processor. She received a Bachelor of Science in Accountancy from Northern Arizona University. Tegan has a 300-gallon reef aquarium, two cats, and a bearded dragon like Audrey!
Dylana is an Investment Operations and Accounting Associate in Client Services and has been with TrustINdiana since 2017. She previously worked for Charles Schwab as a Financial Service Professional. Dylana went to Colorado Mesa University where she earned a Bachelor’s in Business Administration and spent her junior year of college studying economics in Sweden!
As always, the TrustINdiana Client Service team is ready and willing to assist with anything you may need from account questions to transfers and subaccounts. They are experts at what they do! You can reach them from 8 a.m. to 5 p.m. EST any business day via phone at (888) 860-6242 or email at email@example.com.