Client Service Specialist with a focus on Trust Administration, a position she has held since joining the company in 2011. Previously she worked as a legal assistant for the law firm of Manier & Herod. Prior to that she served as a Vice President and Trust Officer for US Trust, Bank of America Private Wealth Management and its predecessors from 1989 to 2009. Trish is a graduate of Cannon Trust School and previously held the Certified Trust and Financial Advisor (CTFA) designation.
Since joining Equitable Trust Company in 2001, Dana Cunningham handles fixed income trading and also serves as associate administrator for client accounts. Prior to joining Equitable, Dana was a Vice President with Valubond, one of the original fixed income trading platforms. Previously, she was a Vice President with J.C. Bradford & Co, where she worked institutional Municipal Bond Sales after receiving a Bachelor of Science degree from Vanderbilt University.
Client Service Specialist with a focus on Trust and Estate Administration, a positon she has held since joining the firm in 2013. Melanie began her career as a paralegal for a boutique law firm in Savannah Georgia that focused on estate planning and estate administration. Melanie received a Bachelor of Arts degree from Mercer University, and completed her paralegal studies through the Emory University Paralegal Certificate Program.
Client Service Specialist, a position she has held since joining in 2018. Prior to joining Equitable, she was a Portfolio Assistant with Lee, Danner & Bass, Inc., a registered investment advisor firm. Sue is a graduate of Middle Tennessee State University where she received her Bachelor of Science degree.
Client Service Specialist with a focus on Trust Administration, a position she has held since joining the firm in 2018. After receiving a Legal Office Administration degree from Nashville State Community College, she began her career where she has worked as both a paralegal and legal assistant. Her background includes serving as a legal assistant for the law firms of Waller Lansden Dortch & Davis, LLP and Howard Mobley Hayes & Gontarek, PLLC in the areas of personal estate and tax planning for high-net-worth individuals, estate administration, creation and maintenance of legal entities, commercial and residential real estate as well as general corporate and employment law. She also held the position of paralegal in the in-house legal contracting department of an international information technology company providing SaaS.
Client Service Specialist with a focus on Trust Administration, a position she has held since joining the company in 2005. Previously, she served as a Trust Officer as well as a Risk and Compliance Officer with Bank of America and as an Investment Associate with Lee, Danner, & Bass, Inc. She began her career in banking in 1985 with Commerce Union Bank where she worked in the trust and investment department. She received a Business Administration Associate of Science degree in 1985 from Nashville State Community College.