Trust Advisory Mission StatementAs a successful trust advisor firm, our foundation lies in fostering unwavering trust with our clients through transparent communication, steadfast integrity, and a commitment to their financial well-being. We diligently tailor our services (Foundation, Family Trust, Business Trust & Corp) to meet the unique needs and aspirations of each individual, employing a blend of expertise, innovation, and personalized attention to maximize their financial potential. Our seasoned team of advisors combines deep industry knowledge with a forward-thinking approach, continuously adapting strategies to navigate evolving market landscapes and ensure our clients' prosperity for generational wealth. Through proactive guidance, prudent risk management, and a steadfast dedication to client satisfaction, we cultivate enduring relationships built on mutual respect, reliability, and shared success. At the heart of our success lies a genuine passion for empowering our clients to achieve their financial goals, providing them with the peace of mind and confidence to embrace the future with optimism and assurance.Financial Advisory Mission Statement:As a successful financial advisor firm, we pride ourselves on our unwavering commitment to the financial well-being and prosperity of our clients. Our approach is centered on building strong, enduring relationships based on trust, transparency, and personalized guidance. We recognize that each client has unique goals, aspirations, and challenges, which is why we take the time to understand their individual needs and tailor our services accordingly. With a team of seasoned experts who possess a deep understanding of financial markets, investment strategies, and wealth management techniques, we are well-equipped to navigate the complexities of today's financial landscape. Our proactive approach to financial planning, coupled with our commitment to staying abreast of market trends and regulatory changes, enables us to provide our clients with informed, strategic advice that is designed to help them achieve their long-term objectives. Whether it's investment management, estate planning, or tax optimization, we are dedicated to providing our clients with the guidance and support they need to make sound financial decisions and secure their financial future. We know how to properly fund ourselves as well as our clients.Ask about our consultation fee…
Mizukashi Corporation
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Director Of OperationsMizukashi CorporationCarmel, In, Us
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Managing DirectorMizukashi Corporation Jan 2022 - PresentIndiana, United States
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Day TraderImarketsacademy Jul 2021 - Mar 2022Indianapolis, Indiana, United States -
Back Testing Day TraderImarketsacademy Mar 2021 - Jun 2021Indianapolis, Indiana, United States -
Day Trading MentorshipImarketsacademy Mar 2020 - Feb 2021Indianapolis, Indiana, United States -
Licensed Health Medicare Sales RepresentativeEhealth, Inc. Thru Alorica Aug 2019 - Dec 2019Helped beneficiaries who are eligible for Medicare find a Medicare plan that meets their needs.Determine their eligibility for Medicare benefits and made a significant impact on the quality of health care & health benefits. Worked with other groups, such as those with disabilities, to determine if they qualify for Medicare and to choose a healthcare plan that meets their needs. -
Central Eligibility ConsultantState Of Indiana May 2019 - Aug 2019 -
District LeaderPrimerica May 2015 - Dec 2018Indianapolis, Indiana, United States -
Business AnalystQuintiles Clinical Trials Jun 2016 - Oct 2016Indianapolis, Indiana, United StatesHelp create user stories and requirements for new features of ClinWeb-predictive analytics system.Gather business requirements 4 years of cumulative experience as a Business Analyst and as an associate Project Manager.Expertise in Healthcare Industries with a solid understanding of Business Process Flows, Case Tools, Business Analysis and Project Management skills. Experience in working with QA testing teams, while interacting with business users, gathering user requirements to… Show more Help create user stories and requirements for new features of ClinWeb-predictive analytics system.Gather business requirements 4 years of cumulative experience as a Business Analyst and as an associate Project Manager.Expertise in Healthcare Industries with a solid understanding of Business Process Flows, Case Tools, Business Analysis and Project Management skills. Experience in working with QA testing teams, while interacting with business users, gathering user requirements to develop necessary Test Plans, and Test Cases. Show less -
Business AnalystAnthem, Inc. Apr 2016 - Jun 2016Gathered pain points requirements for Anthem Indiana Medicaid Migration for business users of 14 departments Track pain points to business requirements to solve complex system issues.Track system issue to test scenarios.Track test scenarios to validation testing. Saved the company millions of dollars by completing a 6 month project in 2 months -
Business Analyst / Project ManagerIu Health Plans May 2015 - Sep 2015Indianapolis, Indiana, United StatesGathered requirements for a $1.5M Apogee program for business users of three departments.Developed the understanding for the system business requirements and translated them into specific Apogee requirements. Saved the company millions of dollars by completing a 8 month project in 4 months.
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Business Operations AnalystMidcontinent Independent System Operator (Miso) Jul 2014 - Feb 2015Carmel, Indiana, United StatesDesigned business model for sixteen (16) departments which could be rolled into eight (8) sections and four (4) divisions which eliminated the FMOS department.Project initiation, planning, execution, monitoring, and reporting.Assist Business Operations Advisor in guiding and supporting leadership team through the 2015 NERC Audit. Mapped corporate standards for procedure documentation and the development and design of Manager’s Guide.Saved the company millions of dollars by… Show more Designed business model for sixteen (16) departments which could be rolled into eight (8) sections and four (4) divisions which eliminated the FMOS department.Project initiation, planning, execution, monitoring, and reporting.Assist Business Operations Advisor in guiding and supporting leadership team through the 2015 NERC Audit. Mapped corporate standards for procedure documentation and the development and design of Manager’s Guide.Saved the company millions of dollars by completing a 12 month project in 8 months. Show less -
Isurance It Business AnalystCno Financial Group Mar 2014 - May 2014Carmel, Indiana, United StatesHealthcare/Insurance business process improvement. Documentation of QA testing practices to enhance their repeatability, saving time and money.Worked with the development and design teams on all the various technicalities and translating.Worked with the testers for testing the releases and enhancements on various phases of the project.Testing the system in UAT and Production environments. -
Healtcare Business AnalystKey Benefit Administrators (Kba) Nov 2013 - Feb 2014Indianapolis, Indiana, United StatesDeveloped and made business case presentations to clients.Assists management team in proposal preparation activities.Gathered Client Account Group (CAG) structure requirements based on single or group structure.Experienced in working with User Interface (UI) testing.Implementation of test files for eligibility claims ( authorization and pre-certification) through SFTP, Designed/Presented flow charts in VISIO
Greg Pruitt Education Details
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Criminology
Frequently Asked Questions about Greg Pruitt
What company does Greg Pruitt work for?
Greg Pruitt works for Mizukashi Corporation
What is Greg Pruitt's role at the current company?
Greg Pruitt's current role is Director of Operations.
What schools did Greg Pruitt attend?
Greg Pruitt attended Indiana State University, Ben Davis High School.
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Greg Pruitt
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Greg Pruitt
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Greg Pruitt
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