Welcome to CST...

My name is Rachel Cain and I, like Colin, am a Leadership Trainee at Equity Trust Company. I started on June 22, 2009 after graduating from Ohio University with a degree in Finance. The first five weeks were dedicated to an intense training program. Within this training I learned about everything from retirement accounts and investments to information about our company and the mission that Equity Trust strives to achieve.

Since training, I have been in the Client Services Department. On a daily basis I take incoming calls from our clients and their representatives to go over procedures for investing and maintaining their self directed retirement accounts. Being on the ‘front lines’ of the company and interacting with our clients has been extremely beneficial to furthering my understanding of what Equity Trust offers and the investments in which clients are currently pursuing. While in this current rotation, I have been working on numerous projects with the CST supervisors and manager in hopes that some of the ideas brought to the table are implemented within the department.

As a leadership trainee, we are participating in a program referred to as the ‘Passport Journey.’ Throughout my first couple of months with the company, I have had the opportunity to meet one on one with many of the members of our executive team. I had the unique opportunity to go out to dinner with the CEO of Equity Trust, Jeff Desich. It is nearly unheard of to find that type of individual attention to a leadership program within a growing company. Along with the CEO, I have met with additional vice presidents and mangers of numerous departments. Through these meetings I have had the chance to learn about specific departments and find out about the vision that these leaders possess. We were even able to go out for a happy hour with some of the executives. Events like these weren't only fun, but they gave me a chance to interact with our company’s leaders outside of the workplace.

Throughout this blog, Colin and I will provide updates in relation to projects we are working on, events that we attend and the every day experiences of a Leadership Trainee at Equity Trust Company.