PRIMARY RESPONSIBILITIES
Ms. Ambrose is responsible for the administration and management of various types of retirement plans, as well as fiduciary oversight and compliance management of those plans. As Manager of the Retirement Plan Services department, she provides personalized service to meet her clients’ financial goals.
PROFESSIONAL EXPERIENCE
Ms. Ambrose began her banking career at NBD Bank
in 1996. She joined the Personal Trusts and Estates department of The National Bank of Indianapolis in 2002 and transitioned to Retirement Plan Services in 2005.
EDUCATIONAL BACKGROUND
B.S. Degree in Marketing / Indiana Tech MBA and MSM Degrees / Indiana Tech
Certified Retirement Services Professional / Institute of Certified Bankers
Graduate in Retirement Plan Administration / Cannon Financial Institute
AIF® Designation
MEMBERSHIPS & AFFILIATIONS
Ms. Ambrose is a member of the Institute of Certified Bankers and serves as an Audit Committee member for the State Convention of Baptists in Indiana and as Treasurer for Calvary Baptist Church.
INTERESTS
In her spare time, she enjoys hiking and being outdoors, family time and visiting new places, especially in Indiana State and Federal parks.
