Directory

>

Brett Trusty

avatar

Brett Trusty

VP, Business Development Officer - Retirement Plans | Community Trust and Investment Company

Lexington, Kentucky, United States

View contact details (it's free)

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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Brett Trusty

Work Experience

company logo

VP, Business Development Officer - Retirement Plans at

Community Trust and Investment Company

August 2022 - Present

company logo

Vice President & Retirement Plans Manager at

Central Bank & Trust Co.

May 2021 - August 2022

company logo

Manager, Retirement Plan Services at

Unified Trust

August 2017 - May 2021

company logo

Client Service Manager at

Fidelity Investments

June 2014 - August 2017

company logo

Case Manager at

Fidelity Investments

December 2012 - May 2014

company logo

Client Service Administrator at

Fidelity Investments

July 2011 - December 2012

company logo

Customer Research & Resolution at

Fidelity Investments

February 2008 - July 2011

company logo

Customer Service Representative at

Fidelity Investments

February 2007 - February 2008

Logos provided by Logo.dev

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

mail

***********@ctbi.com

Colleagues

Andy Waters

President and CEO

avatar
Anne Donworth

Advisory Board Member

Gerrie Clark Ctfa Fpqp

Vice President & Senior Wealth Advisor

avatar
Tammy Provost

Vice President, Portfolio Manager

avatar
Barrett Coleman

VP, Portfolio Manager

avatar
Keren Salehi Cams

Vice President & Compliance Officer

avatar
Brenda Brammer

SVP, Retirement/Institutional Services Manager

avatar
Jason Lee

Senior Vice President

avatar
Cfp Will Davis Aif

Vice President, Senior Wealth Advisor/Business Development Officer

View Contact details (it's free)
Request Profile Removal