Kassy Wilson, Fpqp
About Kassy Wilson, Fpqp
Kassy Wilson, FPQP, is a Preferred Banker I Wealth Management at First Financial Bank in Shelbyville, Indiana, with over a decade of experience in the banking industry.
Current Role at First Financial Bank
Kassy Wilson holds the title of Preferred Banker I Wealth Management at First Financial Bank in Shelbyville, Indiana, United States. She has been in this role since 2021 and is responsible for managing client relationships and providing wealth management services. Her work focuses on helping clients achieve their financial goals through tailored advice and strategies.
Previous Experience at First Financial Bank
Before her current role, Kassy Wilson served as Relationship Manager II at First Financial Bank for five years, from 2016 to 2021. During this time, she was instrumental in managing client relationships and providing financial solutions tailored to the specific needs of each client. This role helped her build extensive experience in client service and financial management.
Experience at First Bank Richmond
Kassy Wilson's career in the banking industry began at First Bank Richmond, where she worked as Lead CSR from 2009 to 2016. Over her seven years in this position, she honed her skills in customer service and financial operations, setting a strong foundation for her future roles in wealth management and client relations.
Professional Designation FPQP
Kassy Wilson has earned the Financial Paraplanner Qualified Professional (FPQP) designation. This achievement highlights her specialized knowledge and skills in financial planning, showcasing her dedication to professional development and excellence in the field of wealth management.
Decade of Banking Experience
With over a decade of experience in the banking industry, Kassy Wilson has held various roles that span from Lead CSR to Preferred Banker I Wealth Management. Her extensive background in different banking positions allows her to bring a wealth of knowledge and practical expertise to her current role at First Financial Bank in Shelbyville, Indiana.