Elisha Gregory Email & Phone Number

Memphis, Tn, Us

-Responsible for assisting in the development and execution process of certain financials and process related to controls for Wealth Management-Responsible for the preparation and/ or reconciliation of certain financial and other activities related to Wealth Management-Assist business line managers in preparation for and responding to regulatory and audit examinations.-Perform reconciliations on various financial accounts, revenue and expenditure activities, and other process related activities that serve as controls for FTB Advisors, Inc.-Prepare and reconcile fee income reports, analyze revenue trends and assists in the collection of data for preparing regulatory reports for Wealth ManagementInsurance Products, Investments & Annuities: Not A Deposit | Not Guaranteed By The Bank Or Its Affiliates | Not FDIC Insured | Not Insured By Any Federal Government Agency | May Go Down In Value.FTB Advisors is the trade name for wealth management products and services provided by First Tennessee Bank National Association (“FTB”) and its affiliates. Financial planning and trust services provided by FTB. Investment management services, investments and annuities available through FTB Advisors, Inc., member FINRA, SIPC, and a subsidiary of FTB. Insurance products available through FTB Advisors Insurance Services, Inc. (”FTBIS”). In some states, insurance products and annuities are available through First Horizon Insurance Services, Inc. (“FHIS”), a Tennessee corporation and a subsidiary of FTB. The principal place of business of FHIS is 165 Madison Ave., Memphis, TN 38103. CA License # OD12174. FTB Advisors, Inc., FTBIS, and FHIS and their agents may offer annuities or transact insurance business only in states where they are licensed or where they are exempted or excluded from state insurance licensing requirements. FTB Advisors does not offer tax or legal advice. You should consult your personal tax and/or legal advisor concerning your individual situation.

Huntsville, Alabama Area

- Provided friendly and professional customer service in a busy tax filing office- Assisted clients with accurate completion of tax preparation forms- Maintained inventory of tax office related supplies- Answered phones routed calls- Supported 2 agents with general clerical assistance- Completed tax returns using TaxWise software- Categorized expenses for Schedule C

Greater Nashville Area, Tn

- Evaluated and reported on churches internal policies- Organized weekly meetings with 20+ church treasurers in the Tennessee Valley- Administered internal control tests based on each churches’ financial statements adhering to a comprehensive auditing program.- Analyzed data utilizing strong math and critical thinking skills to isolate discrepancies and resolve problems quickly and efficiently- Designed financial statements based on data from audit reports.