Jodi Kalter

Jodi Kalter is an experienced financial services professional with a strong background in client relationship management and trust administration. Currently serving as Client Services Manager at Convert IT Marketing, LLC since February 2020, Jodi previously held senior leadership roles, including Senior Vice President at Live Oak Bank, where responsibilities included managing cemetery and funeral trust accounts for large corporate clients and ensuring regulatory compliance. Jodi's expertise in account management and investment oversight was further demonstrated during tenures as Senior Trust Administrator at ClearPoint Federal Bank & Trust and Vice President at US Bank, focusing on institutional clients. Jodi began a successful career at SunTrust Bank, where significant growth in account management was achieved. Educational credentials include a degree from the University of Florida.