Expys Awards!

Today I attended the Expy Awards in Cleveland with two members of our Human Resources staff and one of our former interns. The Expys are presented by the Northeast Ohio Council on Higher Education (NOCHE) and recognizes the best experiential learning programs in Northeast Ohio.

The awards included Best Intern, Best Mentor, Coolest Internship, Best New Internship, Best Overall Internship. Equity Trust Company was a finalist for both Best Intern and Best Overall Internship. While we did not win either we did finish in the Top 5 out of over 200 applicants. That is something to be proud of!

For more information on the awards and a list of the finalists you can visit CBC Magazine Expy Finalists

Goodbye Leadership Trainee Program...

Today is bitter-sweet as I finish up my last day as a leadership trainee at Equity Trust Company. I have been offered a full-time position in the Sterling Sales Division as an Internal Wholesaler. I will be working closely with one of the external wholesalers to maintain a strong relationship with Sterling's institutional client base and work towards educating them on non-traditional investing.

During my time as a leadership trainee, I have gained valuable knowledge and a strong skill set not only to be a successful leader but to be successful in any position within an organization. I have learned what it takes to hire valuable employees, how to handle escalated client issues, how to manage daily stats and work them in to a staffing model, how to deal with conflict between employees, managing a project, finding ways to make processes more efficient, identifying ways to reduce costs, the value of the 'voice of the customer', and so much more.

I hope to take all of the knowledge and skills I have gained to my new position and to keep growing with Equity Trust Company. This has been an amazing experience that I feel lucky to be a part of!

Net Promoter Launches at Sterling Trust

Since my last post I have been busy with our net promoter score program for our Texas company, Sterling Trust. Using our new survey software I designed the survey we would use to send to our clients who had work-flow items closed in the previous week. The implementation with Sterling Trust has gone very well and we are already seeing the value in the responses that are coming back. In addition to this Sterling Trust survey I also launched another one last week for Sterling Trust's Institutional accounts.

In the upcoming weeks I will be working to move our Equity Trust NPS program over to our new survey system.

In addition to administering and reporting on our surveys I have also been working on our core system replacement project. With this project I have put together a list of the reports that our management team uses that will allow us to prepare our new system to have these reports after our conversion.