Benefit Trust Company
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16 Benefit Trust Company employees in database. Find out everything there's to know about Benefit Trust Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Benefit Trust Company Employees
Johnson County July 2014 - Present
National Advisors Trust Company, FSB February 2013 - March 2014
First Trust Company of Onaga March 2012 - February 2013
Benefit Trust Company February 2008 - February 2012
Metcalf Bank January 2004 - February 2008
Skills
Customer Service, Account Reconciliation, Account Management, Account Relations, Compliance, Banking, Risk Assessment, Enterprise Risk..., Compliance Oversight, Customer Support, Client Relations Skills, Report Writing, Creative Writing, Written Communication, Oral & Written..., Oversight, Accounting, Portfolio Management, Policy, Finance, Sales
Education
Emporia State University 1998 — 2002
Bachelor of Science (BS), Political Science and Government
Chaparral
McGladrey January 2014 - Present
Tower Properties January 2013 - December 2013
Benefit Trust Company June 2012 - August 2012
Derby Dining Center August 2008 - December 2011
Pickett, Chaney & McMullen LLP May 2011 - August 2011
BKV June 2010 - August 2010
Wal-Mart May 2009 - August 2009
Target August 2006 - October 2006
Skills
Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Access, Audits of Employee..., Accounts Payable
Education
Kansas State University 2012 — 2012
Master's degree, Accounting, Graduate Student
Kansas State University 2007 — 2011
Bachelor of Science (BS), Accounting
Blue Valley High School 2003 — 2007
Benefit Trust Company October 2008 - Present
State Street October 2005 - October 2008
COMMERCE BANK January 2005 - October 2005
Commerce Bank June 1999 - January 2005
Skills
Mutual Funds, Cash, Employee Benefits, Trading, Client Service, Wealth Management, Investments, Funding, Brokers, Asset, Servicing, Customer Service, Retirement, Pensions, Reconciliation, Bonds, Money, 401k, Excel, Access, Account Reconciliation, Securities
Education
Baker University 2006 — 2008
MBA, Business
The University of Kansas 2002 — 2004
Bachelor, Psychology
Benefit Trust Company October 2012 - Present
State Street Bank - Institutional Investor Services June 2006 - February 2012
State Street Bank - Mutual Fund Services September 2003 - June 2006
State Street Bank - Mutual Fund Services June 2000 - September 2003
State Street Bank - Mutual Fund Services March 1998 - June 2000
State Street Bank - Mutual Fund Services November 1996 - March 1998
State Street Bank - Mutual Fund Services May 1995 - November 1996
Skills
Mutual Funds, Investments, Financial Reporting, Accounting, Client Service, Defined Contribution..., Defined Benefit Plans, Employee Management, Talent Development, Coaching, Fund Accounting, Team Building, Internal Controls, Business Transformation, Audit Preperation, Sarbanes Oxley, SAS70, Operations, Operations Management, Risk Management, Continuous Improvement, Business Continuity..., Investment Accounting, Fixed Income Securities, Derivatives, Alternative Investments, Schedule of Investments, Money Market Accounts, Sales Presentations, Change Management, Process Improvement
Education
Pittsburg State University 1993 — 1995
Bachelors, Business Administration
Independence Community College 1991 — 1993
Associates of Science
Benefit Trust Company October 2008 - Present
Wachovia, A Wells Fargo Company May 2007 - January 2008
Skills
Mutual Funds, Investments, Financial Analysis, Account Reconciliation, Mortgage Lending, Fund Accounting, Banking, Loans, Strategic Financial..., Financial Services, Residential Mortgages, Securities, Equities, Credit Analysis, Financial Statement..., Cash Management, FOREX Trading, Options Trading, Bonds, Derivatives, Fixed Income, Financial Reporting, Alternative Investments, Accounting, Credit, Financial Planning, Real Estate
Education
University of San Jose - Recoletos 2003 — 2005
Doctor in Business Administration
Southwestern University (PH) 2000 — 2003
MBA, Business Administration
University of San Carlos 1969 — 1973
Accounting, Business
St. Peter Seminary
Benefit Trust Company March 2015 - Present
JPMorgan February 2006 - March 2015
JPMorgan January 2001 - January 2006
United States Army - 82nd Airborne Division 1983 - 1988
Skills
Asset Allocation, Investments, Mutual Funds, Series 7, Series 63, Retirement, Relationship Management, Wealth Management, Investment Strategies, Alternative Investments, Retirement Planning, 401k, Series 6, Securities, Investment Management, Investment Advisory, Asset Management
Education
Certified Investment Management Analyst Program - CIMA 2014 — 2014
Rockhurst University 1994 — 1996
MBA, Business/Finance
University of Missouri-Kansas City 1989 — 1992
B.A., Business
Certified Financial Planner Certificant
CFP, Financial Planning
Chartered Financial Analyst Program
Completed Level 1
Benefit Trust Company May 2000 - Present
UMB Bank March 1995 - March 2000
Mercantile Bank March 1993 - March 1995
Johnson County Bank April 1990 - March 1993
First Trust of Mid America March 1989 - April 1990
Skills
Qualified Retirement..., Securities, Financial Services, Strategic Financial..., Employee Benefits, Pensions, Retirement, Investment Management, Accounting, Series 63, Wealth Management..., High Net Worth..., Financial Advisory, Retirement Planning, Banking, Financial Analysis, Equities, Investments, Management, Financial Planning
Education
University of Kansas 1984 — 1988
Bachelor of Science, Business Administration
Benefit Trust Company March 2012 - Present
Benefit Trust Company January 2010 - March 2012
State Street October 2007 - January 2010
Avila University May 2005 - October 2007
State Street 2003 - 2005
Skills
Client Relationship..., Project Management, New Client..., Work Process Improvement, Conflict Resolution, Team Leadership, Customer Relations, Investments, Mutual Funds, Employee Benefits, Financial Reporting, Contract Negotiation, Management
Education
Avila University 2005 — 2007
Bachelor, Business Administration
Benefit Trust Company October 2010 - Present
TD Ameritrade December 2006 - October 2010
Gail Weiss & Associates October 2002 - December 2006
Skills
.NET, ASP.NET, SQL Server, SSRS, Databases, Microsoft SQL Server, Web Services, Agile Methodologies, SDLC, SOA, XML, C#, T-SQL, Design Patterns
Education
University of Maryland Baltimore County 2000 — 2004
BS, Computer Science
Benefit Trust Company 2011 - Present
The Peanut December 2001 - Present
Education
University of Missouri-Kansas City 2008 — 2010
Master of Business Administration, Finance
University of Missouri-Kansas City 2006 — 2008
Bachelor of Arts, Business Administration
Benefit Trust Company August 2008 - Present
State Street Bank & Trust 1993 - 2008
Skills
Mutual Funds, Securities, Equities, Investments, Fixed Income, Fund Accounting
Education
University of Kansas 1988 — 1993
Bachelor of Science (B.S.), Accounting, Business Administration & French
Benefit Trust Company Vice PresidentTD Ameritrade2007 - 2009
Skills
Mutual Funds, Series 63, Investments, Financial Services, 401k
Education
Loyola University Maryland 1982 — 1986
BBA, Finance
Benefit Trust Company October 2014 - Present
Inclusive Projects January 2004 - Present
Blue Ocean Consulting November 2013 - October 2014
MRIGlobal November 2010 - November 2013
Cerner Corporation August 2009 - September 2010
Cerner Corporation August 2009 - September 2010
Missouri Science and Technology June 2006 - May 2009
Skills
Java, TCL, Misrosoft Access, Microsoft Access Plugins, Microsoft SQL, ADO.NET, Android, Entity Framework, Xamarin.iOS, Xamarin.Android, Mono, Servicestack, NHibernate, C++, SQLite, Web Services API, WCF Services, Microsoft SQL Server, Software Development, Agile Methodologies, jQuery, Visual Studio
Education
University of Missouri-Rolla 2009 — 2013
M.S., Computer Science, 3.0
Missouri University of Science and Technology 2006 2004 — 2013
Masters of Science, Computer Science
Missouri University of Science and Technology 2004 2004 — 2006
2006B.S, Computer Science
University of Missouri-Rolla 2004 — 2006
B.S., Computer Science
Moberly Area Community College 2002 — 2004
2004 Associate of Science, Associate of science emphasis on computer programming
Agero, Inc. March 2012 - Present
Benefit Trust Company September 2007 - March 2012
Quilogy 2005 - 2006
Sprint Nextel 2001 - 2005
Skills
Process Improvement, SDLC, Business Analysis, Visio, Requirements Analysis, User Acceptance Testing, Business Process..., Vendor Management, Project Management, SQL Server 2008 R2, VBA, Financial Services, Business Intelligence, Investments, SQL, Access, Program Management, Microsoft SQL Server, Databases
Education
DeVry University-Missouri 1996 — 2000
Bachelor of Science (B.S.), Computer Information Systems
DeVry University-Missouri 1996 — 2000
Bachelor of Science (B.S.), Business Information Systems
Johnson County Community College
Benefit Trust Company September 2014 - Present
Freightquote October 2012 - September 2014
Education
Baker University