Directory
>
Brett Trusty
Brett Trusty
VP, Business Development Officer - Retirement Plans | Community Trust and Investment Company
Lexington, Kentucky, United States
Brett Trusty
Summary
Brett Trusty is a seasoned professional in the investment advice sector, currently serving as the VP and Business Development Officer for Retirement Plans at Community Trust And Investment. With a strong foundation in finance, he holds an MBA from Xavier University and a BA from the University of Kentucky. Brett has a diverse background in retirement planning, having worked in various roles at Fidelity Investments before moving on to leadership positions at other financial institutions. His expertise encompasses 401k analysis, customer service, and data analysis, making him a valuable asset in developing new business relationships. He is known for his collaborative approach, working closely with CPAs and attorneys to enhance client services. Brett's career reflects a commitment to professional growth and a passion for helping clients navigate their retirement options. His extensive experience in both client service and management roles positions him as a leader in the retirement planning field.
Brett Trusty
Work Experience
VP, Business Development Officer - Retirement Plans at
Community Trust and Investment Company
August 2022 - Present
Vice President & Retirement Plans Manager at
Central Bank & Trust Co.
May 2021 - August 2022
Manager, Retirement Plan Services at
Unified Trust
August 2017 - May 2021
Client Service Manager at
Fidelity Investments
June 2014 - August 2017
Case Manager at
Fidelity Investments
December 2012 - May 2014
Client Service Administrator at
Fidelity Investments
July 2011 - December 2012
Customer Research & Resolution at
Fidelity Investments
February 2008 - July 2011
Customer Service Representative at
Fidelity Investments
February 2007 - February 2008
Brett Trusty
Education
Xavier University, Master Of Business Administration (Mba)
January 2008 - January 2010
University of Kentucky, Bachelor Of Arts (B.A.)
January 2002 - January 2006
Frequently Asked Questions about Brett Trusty
What is Brett Trusty email address?
Brett Trusty's primary email address is ***********@ctbi.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Brett Trusty work for?
Brett Trusty is a VP, Business Development Officer - Retirement Plans at Community Trust and Investment Company, a company specializing in Security brokers & dealers.
Where Brett Trusty graduated from?
Brett Trusty holds a degree in Finance, General from Xavier University.
How can I directly contact Brett Trusty?
To contact Brett Trusty directly, you can use the email address ***********@ctbi.com. Complete contact information is available upon registration with Muraena.
Who is Brett Trusty?
Brett Trusty is a seasoned professional in the investment advice sector, currently serving as the VP and Business Development Officer for Retirement Plans at Community Trust And Investment. With a strong foundation in finance, he holds an MBA from Xavier University and a BA from the University of Kentucky. Brett has a diverse background in retirement planning, having worked in various roles at Fidelity Investments before moving on to leadership positions at other financial institutions. His expertise encompasses 401k analysis, customer service, and data analysis, making him a valuable asset in developing new business relationships. He is known for his collaborative approach, working closely with CPAs and attorneys to enhance client services. Brett's career reflects a commitment to professional growth and a passion for helping clients navigate their retirement options. His extensive experience in both client service and management roles positions him as a leader in the retirement planning field.
Brett`s contact details
***********@ctbi.com
Colleagues
President and CEO
Advisory Board Member
Vice President & Senior Wealth Advisor
Vice President, Portfolio Manager
VP, Portfolio Manager
Vice President & Compliance Officer
SVP, Retirement/Institutional Services Manager
Senior Vice President
Vice President, Senior Wealth Advisor/Business Development Officer