Jodi Beard

Jodi Beard is a seasoned finance professional with extensive experience in trust administration and client services. Currently serving as a Senior Trust Administrator at Virtus Partners since February 2023, Jodi previously held the position of Client Service Manager at Bellwether Wealth. Jodi's tenure at First National Bank of Omaha spanned nearly seven years, where roles included Relationship Manager in Institutional Services and Lead Specialist in Trust Operations. Additional experience includes positions at Blue Cross and Blue Shield of Nebraska as a Jr. Accountant, Gemini Fund Services as a Fund Accountant, Pinnacle Bank as an Investment Assistant, and Prodigy Asset Management, LLC as an Investment Administrator. Jodi began the career as a Research Analyst/Mathematician in the Actuarial Department at Central States Health and Life Co of Omaha. Jodi holds a Bachelor of Science in Business Administration with a Finance major and a Mathematics minor from the University of Nebraska-Lincoln.