Joe Stout Email & Phone Number

Providing financial solutions to clients seeking protection and retirement options for their families and small businesses.

Available Through Gordon Marketing, Noblesville, In

Providing solutions for individuals helping them put the pieces together regarding Health and Life Insurance and final arrangements.

Indianapolis, Indiana Area

Consultation and sales of Life, Health, Long-Term Care Partnership Plans and Investment Sales through State Farm Mutual Funds.

• Responsible for Management of Office, Commercial and Consumer Loans/Deposits, and Investment/Insurance Sales.• Achieved Business Banking Award for 2003 and 2004.• All Product Sales for 2004 – 5th of 23 Indiana Banking Offices.• Increased Branch Balance Sheet and Income Statement each year.• Attained personal production of $750,000 in Investment Sales during 2004.• Raised Branch Consumer Loan Sales by 75% during 2004.• Improved Office Audit results to Outstanding in 2004.

Trust Administration, Business Development and Retail Brokerage• Responsible for trust administration and business development in Fulton County. • Responsible for retail brokerage sales of mutual funds, life insurance and annuities in the same markets (licensed with Raymond James Financial Services).• Secured new trust/investment management accounts and retail brokerage relationships.• Developed company wide incentive program for retail referrals.• Established market development plan and sales proposal formats.• Built advocates through local attorneys, CPA’s, business and civic leaders. Also conducted a biweekly radio show.• Led training sessions for staff/officer meetings regarding service offerings through trust and retail brokerage

• Achieved first year fast-start sales award.• Established strong advocates within assigned churches.• Succeeded in establishing new client relationship of retirement, estate, and charitable plans as well as insurance and investment account relationships.• Established new LB Fraternal Chapter for Bartholomew/Jackson Counties.

• Managed Employee Benefit Recordkeeping, Corporate Trust, Trust Operations, and Mortgage Document Custody (23 employees).• Administered large block of accounts with a third party investment manager.• Upgraded Trust System (NCS Series 7) to include optical unattended backup, trade-order-entry, enhanced statement processing, networked PC workstations, and substantially upgraded system hardware components and capacity.• Streamlined mutual fund processing.• Recognized for productivity achievement in mutual fund processing by presenting project results at a corporate wide retreat.• Resolved defaulted corporate bond issue working with mutual fund companies (as bondholders) and an industry specialist attorney.• Responsible for all Trust vendor relationships.• Served on Trust Investment Committee.

• Sales/administration for Institutional Custody.• Established joint venture relationship with Unified Management to offer custody, cash management, fund accounting, and transfer agency services to the mutual funds industry.• Developed joint calling relationships with correspondent banking, commercial lenders, and specific branch managers and trust officers.• Administered large custody account relationships.• Grew assets under custody to $15 billion with approximately $2.25 million in annual fees.• Led reconciliation task force to resolve out-of-balance dividend/interest payments.• Won corporate wide “Productivity Challenge” contest.• After National City acquisition of Merchants National Bank, served one year as Treasury Management calling officer and Product Conversion Work Plan Manager.

Music has been a passion since grade school and I enjoyed regional success in recording sessions and released records while with Sir Winston.

Educational and Charitable Fund Raising

Trust & Investment Management Sales

Cannon School of Banking

Banking

Bank Administration Institute

Finance