Central Trust Company
Founded: 2007 Parent organization: Central Trust And Investment Holding Company, Inc.
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Central Trust Company Employees
Central Trust Company September 2014 - Present
Jack B. Owen, Jr., P.A. 2004 - 2013
Burg Simpson Eldredge Hersh & Jardine, P.C. January 2001 - September 2003
William G. Osborne, PA April 1993 - August 1997
Skills
Legal Assistance, Litigation, Legal Research, Civil Litigation, Legal Writing, Commercial Litigation, Courts, Real Estate, Trials, Personal Injury, Trust Administration
Education
Stetson University College of Law 1997 — 1999
Juris Doctor, Law
University of Central Florida 1993 — 1996
Bachelor's degree, Business Administration
Van Buren District Secondary
Central Trust Company September 2014 - Present
The Commerce Trust Company September 2009 - August 2014
Empire Bank August 2008 - September 2009
Great Southern Bank September 2007 - August 2008
Murney Associates LLC May 2006 - October 2007
GSK January 2000 - August 2003
Skills
Financial Services, Wealth Management, Branch Banking, Banking, Investments, Pharmaceutical Industry, Private Banking, Pharmaceutical Sales, Trust Management, Asset Management, New Business Development, Family Office, Estate Planning, Financial Planning, Portfolio Management, Customer Service
Education
Missouri State University 1991 — 1995
Bachelor of Science (B.S.)
Kickapoo High School 1988 — 1991
Central Trust Company January 2011 - Present
Structured Property Investments LLC August 2005 - December 2010
Springfield Trust Company May 2002 - August 2005
Skills
Investment Management, Tax, Asset Management, Estate Planning, Investments, Strategic Planning, Retirement Planning, Wealth Management, Portfolio Management
Education
ABA National Graduate Trust School 2011 — 2013
College for Financial Planning 2011 — 2012
Missouri State University 2002 — 2005
MBA, Finance
Drury University 1998 — 2002
BA, Business Administration
Canandaigua National Bank & Trust Company December 2002 - Present
EPIC Advisors, Inc. August 2000 - December 2002
M&T Bank June 1999 - August 2000
First National Bank of Rochester November 1997 - June 1999
First National Bank of Rochester April 1994 - November 1997
M&T Bank December 1993 - April 1994
M&T Bank October 1992 - December 1993
Central Trust Company March 1991 - October 1992
Central Trust Company July 1990 - March 1991
Central Trust Company December 1987 - July 1990
Skills
401k, Roth IRA, Traditional IRA, SEP IRA, Simple IRA, Self Directed IRA, Banking, Financial Services, Mutual Funds, Stocks, Coverdell Education..., Microsoft Excel, Bonds, Investments, Retirement Planning, Commercial Lending, Financial Analysis, Leadership, Management, Customer Service, Portfolio Management, Finance
Education
St. John Fisher College 1982 — 1987
BS, Management/Marketing
Bishop Kearney High School 1979 — 1982
NY State Regents Diploma
Central Trust Company January 2010 - Present
Missouri Trust & Investment Company March 2007 - December 2009
Central Bank of Lake of the Ozarks 1997 - 2007
Skills
Investment Management, Wealth Management, Estate Planning, Mutual Funds, Asset Managment, Strategic Financial..., Investment Advisory, Retirement Planning, Investments, Asset Management, Portfolio Management, Asset Allocation, Fixed Income, Wealth Management..., Financial Services, Trust Services, Banking, Investment Strategies, Credit, Alternative Investments, Securities, High Net Worth..., Trust Management, Relationship Management, Insurance, Life Insurance, ETFs, Financial Planners, Disability Insurance, Estate Tax Planning, Trusts, Bonds, Equities, Financial Planning
Education
University of Missouri-Kansas City School of Law 1992 — 1995
J. D., Law
Westminster College (MO) 1988 — 1992
B. A., business administration
Padgett Business Services of Rochester April 2010 - Present
Dunn, Cunningham & Reisert, Inc d/b/a Padgett Business Services of Rochester March 2010 - Present
JPMorgan Chase Bank September 1991 - March 2010
JPMorgan Chase Bank August 1991 - January 2002
Central Trust Company June 1987 - August 1991
Central Trust Company June 1987 - August 1991
Small Business Council of Rochester 1986 - 1990
Manufacturers Hanover Trust Company March 1986 - June 1987
Manufacturers Hanover Trust Company December 1978 - June 1987
Manufacturers Hanover Trust Company November 1982 - September 1983
Skills
Accounting, New Business Development, Small Business, Strategic Planning, Strategic Financial..., Tax, Start-ups, Financial Analysis, Management Consulting, Mergers, Finance, Strategy, Public Relations, Management, Business Development, Mergers & Acquisitions, Sales, Banking, Budgets, Analysis, Loans, Entrepreneurship, Portfolio Management, Marketing, Business Planning, Credit, Business Strategy, Investments, Managerial Finance, Financial Services, Leadership, Commercial Lending, Insurance, Business, Due Diligence, Underwriting, Risk Management, Tax Preparation, Commercial Banking, Real Estate, Executive Management
Education
Rochester Institute of Technology 1983 — 1985
Business Administration
State University of New York College at Brockport 1972 — 1976
Psychology, Physical Education
Central Trust Company 1981 - Present
Skills
Investments, Wealth Management, Asset Managment, Portfolio Management, Strategic Financial..., Estate Planning, Banking, Financial Analysis, Strategic Planning, Internal Communications, Marketing Strategy, Retirement Planning
Education
University of Missouri-Columbia
Bachelor of Science (BS), Finance
Central Trust Company August 2014 - Present
The Douglass Law Firm January 2013 - December 2014
MHC Certified Public Accountants, LLC February 2010 - August 2014
MHC Law Group, LLC February 2010 - December 2012
H&R Block 2009 - 2010
H&R Block 2007 - 2009
The Douglass Law Firm August 2001 - February 2004
The Barton Law Firm, LLC August 1999 - February 2004
Brett, Erdel, Van Matre & Tanzey, P.C. February 1996 - August 1999
Skills
Tax, Income Tax, Tax Law, Corporate Tax, Tax Preparation, Tax Research, Tax Returns, Estate Planning, Trusts, Legal Writing
Education
University of Florida - Fredric G. Levin College of Law 1994 — 1995
LLM, Taxation
University of Missouri-Kansas City School of Law 1991 — 1994
JD
University of Missouri-Kansas City 1979 — 1985
BS, Accounting
Trident University International May 2015 - Present
Marathon Petroleum Company February 1998 - Present
Ashland Community and Technical College August 2014 - Present
Ashland Oil, Inc March 1983 - February 1998
Third National Bank October 1982 - March 1983
Central Trust Company May 1980 - September 1982
Skills
Refining, Pipelines, Petroleum, Energy, Process Improvement, Strategic Planning, Business Analysis, Business Process..., Change Management, Project Management, Analysis, Document Management, Document Lifecycle..., Document Controls, Microsoft SQL Server, Procedure Development, Process Control, Document Preparation, IT Management, Visio, Process Simulation, SharePoint, IT Strategy, MS Project, Project Planning, Quality Assurance, Software Documentation, Process Engineering
Education
University of Phoenix 2008 — 2013
DM/IST, Doctor of Management /Information Systems and Technology
Morehead State University 1984 — 1988
MBA, Business administration and Management
Morehead State University 1976 — 1980
BBA, Computer Science
Freed Maxick CPAs, P.C. December 2010 - Present
NeighborWorks Rochester 2009 - 2013
NeighborWorks Rochester January 2008 - December 2012
Upstate National Bank February 2008 - April 2010
GE / Xerox Capital Services, LLC December 2001 - February 2008
Community Place 1995 - 2005
Rumbold Consulting June 1998 - July 2000
First Federal Savings April 1993 - September 1997
Central Trust / M&T Bank May 1990 - October 1992
Central Trust Company October 1987 - April 1990
Skills
Risk Management, Sarbanes-Oxley Act, Internal Audit, Internal Controls, Auditing, Mergers & Acquisitions, Enterprise Risk..., Cross-functional Team..., Management, Financial Risk, Analysis, Loans, Due Diligence
Education
William E. Simon Graduate School of Business
MBA, Marketing & Entrepreneurship
University at Buffalo
Bachelor of Science, Management Science
University of Rochester - Simon Business School
MBA, Marketing / Entrepreneurship
Central Trust Company January 2011 - Present
Central Trust Company September 2001 - January 2011
Skills
Portfolio Management, Asset Allocation, Wealth Management, Investment Strategies, Asset Managment, Investment Advisory, Alternative Investments, Mutual Funds, Retirement Planning, Asset Management, Investments, Strategic Planning, Banking, Customer Service, Financial Analysis, Risk Management, Microsoft Office, Leadership, Financial Planning, Equities
Education
William Woods University 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Northern Arizona University 1999 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Arizona Western College 1996 — 1999
Associate of Arts (A.A.), Business Administration and Management, General
Lowe's Companies, Inc. September 2014 - Present
Sitel November 2013 - April 2014
Xerox May 2012 - February 2013
Data Listing Services LLC - dba The Connection April 2010 - February 2011
RE/MAX Diversified Realty - RE/MAX Diversified Rental and Property Management November 2004 - April 2010
Xerox April 2001 - August 2004
Northland Cranberries, Inc May 1999 - February 2001
Iron Age Corporation February 1993 - February 1999
Central Trust Company February 1989 - September 1992
University of Rochester January 1988 - June 1988
Skills
Troubleshooting, Analysis, Data Entry, Networking, Microsoft Office, Customer Service, Time Management, Windows, Computer Hardware, Real Estate, Office Equipment, Team Building, Quality Assurance, Inventory Management, Microsoft Excel, System Administration, Leadership, Software Installation, Conflict Resolution, Customer Satisfaction, Program Management, Administration, Team Leadership, Computer Hardware..., Software Training, Computer Repair, Customer Relations, Billing, Christianity, Bible, Bible teaching, Bible Study, Youth Ministry, Theology, Software Documentation, Windows 7, Human Resources, Hermeneutics, Systematic Theology, Training, Technical Support, Public Speaking
Education
Finger Lakes Community College 1985 — 1987
AAS, Data Processing
Penn Yan Academy 1981 — 1985
Diploma, Business and Data Processing
Central Trust Company July 2014 - Present
JRA Imaging February 2005 - August 2015
Boone County National Bank October 2013 - July 2014
Deanna Dikeman May 2009 - January 2012
Miller's Professional Imaging May 2000 - January 2005
Charles Phillips Wilderness Photography May 1999 - August 1999
Index Newspaper, Truman State University May 1998 - May 1999
Skills
Photoshop, Photo Editing, Photography, Retouching, Images, Digital Photography, Studio Lighting, Digital Imaging, Commercial Photography, Image Manipulation, Image Editing, Portrait Photography, Art, Portraits, Photos, Fine Art Photography, Advertising, Fine Art, Adobe Creative Suite, Lighting, Wedding Photography, Graphic Design, Lightroom, Painting, Corporate Identity, Video Production, InDesign
Education
Truman State University 1995 — 2000
Bachelor’s Degree, Fine Arts - Photography
Columbia College 2003 — 2006
Bachelor’s Degree, Business Management
Columbia College 2015 — 2019
Bachelor’s Degree, Computer Information Systems
Central Trust Company January 2013 - Present
The Home Depot July 2011 - November 2012
Diane's Daycare June 2005 - June 2011
Parkview High School August 2009 - December 2009
Skills
Trust Services, Supervisory Skills, Employee Training, Communication, Group Dynamics, Team Leadership, Organization, Mediation, Leadership Development, Outstanding..., Report Writing, Oral & Written..., Focus Groups, Written & Oral..., Microsoft Office, Customer Service, Microsoft Excel
Education
Missouri State University 2006 — 2010
Bachelor of Science (B.S.), Interpersonal Communication
St. Francis Borgia Regional High School 2002 — 2006
General Education
Central Trust Company July 2010 - Present
US Bank December 1989 - June 2010
Skills
Wealth Management, Asset Management, Investments, Mutual Funds, Fixed Income, Retirement Planning, Strategic Financial..., Equities, High Net Worth..., Investment Management, Asset Allocation, Financial Modeling, Banking, Financial Analysis, Estate Planning, Wealth Management..., Investment Advisory, Bonds, Portfolio Management
Education
Northeastern State University 1987 — 1989
BS, Accounting
Central Trust Company February 2015 - Present
Hawthorn Bank October 2013 - February 2015
Allstate Financial March 2012 - August 2013
Restaurant Proprietor May 2011 - February 2012
Heim, Young & Associates January 2007 - April 2011
Guaranty Bank June 2005 - August 2006
US Bank April 2004 - May 2005
Skills
Portfolio Management, Retirement Planning, Strategic Financial..., Income Tax Planning..., Inheritance Tax Planning, Estate Planning, Life Insurance, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Restaurants, Social Media, Public Speaking, Inventory Management, Hospitality, Restaurant Management, Food & Beverage, Time Management, Food, Sales, Event Management, Teamwork, Food Service, Investments, Management
Education
College for Financial Planning 2009 — 2011
Educational Requirement for CFP®, CERTIFIED FINANCIAL PLANNER™
Drury University 2001 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Drury University 2001 — 2005
Associate's degree, Business Management
Missouri Bankers Association 2014 — 2014
School of Lending
Five Star Bank July 2015 - Present
Monroe County August 2007 - June 2015
Monroe County October 1991 - July 2007
Marine Midland September 1986 - October 1991
KeyBank 1983 - 1986
Central Trust Company 1981 - 1983
Skills
Policy, Community Development, Government, Nonprofits, Economic Development, Local Government, New Business Development, Zoning, Strategic Planning, Community Outreach, Public Speaking, Public Policy, Leadership, Real Estate, Financial Analysis, Customer Service, Grant Writing, Non-profits, Budgets, Fundraising, Land Use, Public Relations, Negotiation, Program Management
Education
Nazareth College of Rochester 1977 — 1981
BS, Business
JPMorgan Chase Bank Vice PresidentJPMorgan Chase Bank, N.A.1991 - Present
JPMorgan Chase Bank 1991 - 2010
Central Trust Company June 1987 - September 1991
Manufactureres Hanover Trust Compay December 1978 - June 1987
Education
State University of New York College at Brockport 1972 — 1976
Central Trust Company December 2010 - Present
Central Trust Company July 2008 - December 2010
Central Bank June 2002 - June 2008
University of Missouri January 2000 - May 2001
University of Missouri May 1999 - December 1999
Skills
Compliance, Investments, Banking, Auditing, AML, Information Security..., Information Security..., Bank Secrecy Act, Trust Services, Credit, Risk Management, Mutual Funds, Information Security, Loans, Financial Services, Anti Money Laundering, Financial Risk
Education
University of Missouri-Columbia 1998 — 2002
Bachelor of Science, Agribusiness Management
Sonata Capital January 2006 - Present
Marcia Joslyn Sill, Inc. November 2000 - November 2005
Seafirst Bank/Bank of America April 1982 - March 1989
Central Trust Company September 1979 - August 1981
Mercantile Trust September 1978 - August 1979
General Electric Trust Investment Operatioins April 1977 - May 1978
Stein Roe & Farnham July 1975 - October 1976
Education
Marietta College 1971 — 1975
BA, Economics
Central Trust Company May 2008 - Present
FINRA September 1988 - Present
CPI Corp. June 1987 - December 1988
Lowenhaupt,Chasnoff June 1985 - June 1987
Skills
mediation, arbitration, trust administration, financial planning, not-for-profit..., special needs trusts, elder law and care, EEOC compliance training, Resolution of..., Nationally Published..., Ghost Writer, Arbitration, Strategic Financial..., Mergers, Mediation, Investments, Special Needs Trusts, Ghostwriting, Estate Planning, Wealth Management, Asset Allocation, Portfolio Management, Mergers & Acquisitions, Securities, Mutual Funds, Finance, Due Diligence, Financial Planning, Litigation, Corporate Law, Trusts
Education
Washington University in St. Louis School of Law 1981 — 1984
J.D., Law
Emory University 1977 — 1981
BA, Economics
Central Trust Company August 2008 - Present
Bank of America October 2007 - August 2008
SunTrust Bank June 2004 - October 2007
Fifth Third Bank 2000 - 2004
Skills
Investments, Retirement Planning, Wealth Management, Alternative Investments, Portfolio Management, Asset Managment, Strategic Financial..., Asset Allocation, Estate Planning, Investment Strategies, Mutual Funds, Investment Advisory, Fixed Income, Investment Management, Wealth Management..., Equities, Securities, Financial Analysis
Education
William Woods University 1996 — 1997
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Missouri-Columbia 1987 — 1991
Bachelor of Arts (B.A.), Economics
Upstate National Bank January 2011 - July 2013
EPIC ADVISORS, INC August 2005 - January 2011
Charter One Bank/Citizens Bank October 2002 - July 2005
EUGENIO MARIA DE HOSTOS CHARTER SCHOOL May 2001 - October 2002
EPIC ADVISORS, INC June 1999 - May 2001
First National Bank November 1993 - June 1999
CENTRAL TRUST COMPANY May 1987 - November 1993
Skills
Accounting, Payroll, Documentation, Billing, Reconciliation, Microsoft Office, Customer Relations, Excel, Word, Customer Service, Outlook, General Ledger, Research, Time Management, Balance, Problem Solving, Accounts Payable, Accounts Receivable, Spreadsheets, Human Resources, Internal Controls, Financial Analysis, Process Improvement, Budgets, Journal Entries, Microsoft Word, Account Reconciliation, Invoicing, Microsoft Excel
Education
Rochester Institute of Technology 1995 — 1998
Associates, Accounting
Rochester Institute of Technology
A.A.S, Accounting
Gordon College July 2008 - Present
Wheaton College (IL) July 1995 - June 2008
T.J. Maxx January 1986 - January 1990
Central Trust Company January 1983 - January 1986
Honeywell Inc January 1979 - January 1982
Skills
Higher Education, University Teaching, Microsoft Word, Leadership, Leadership Development, Research, Public Speaking, Adult Education, Teaching, Nonprofits, Student Affairs, Tutoring, Program Development, Student Development, Community Outreach, Statistics, Qualitative Research, Curriculum Design, Curriculum Development
Education
Boston University 1989 — 1996
D.B.A., Organizational Behavior & Management
UNIVERSITY OF MINNESOTA 1979 — 1983
M.A; M.A, Industrial Relations; Industrial/Organizational Psychology
Kenyon College 1975 — 1979
A.B., Psychology
Gordon College
Brahaney Health & Wellness, Independent Shaklee Distributor September 2006 - Present
Rochester Community Savings Bank 1993 - 1998
Central Trust Company November 1969 - December 1992
Skills
Health, Wellness, Home Based Business, Nutrition, Coaching, Team Leadership, Customer Satisfaction, Supplements, Personal Development, Team Building, Fitness, Wellness Coaching, Weight, Employee Relations, Small Business, Leadership, Nutrition Education, Customer Service, Leadership Development
Education
State University of New York Empire State College 1982 — 1993
Associates in Business Management, Business Management
Arcade Central High School 1965 — 1970
Central Trust Company June 2015 - Present
Boone County National Bank December 2008 - June 2015
Boone County National Bank January 1996 - December 2008
KMIZ-TV (JW Broadcasting) 1989 - 1992
Skills
Deposits, Banking, Credit Cards, IRA's, Estate Accounts, Trust Accounts, Health Savings Accounts, Public Administration..., IRAs, Leadership, Retail Banking, Customer Service, Management, Financial Analysis, Strategic Planning
Education
William Woods University 1994 — 1996
BA, Sign Language Interpreting
University of Missouri-Columbia 1985 — 1989
BS, Communications
Precision Wealth Strategies August 2015 - Present
Central Trust Company June 2013 - August 2015
Wells Fargo Advisors June 2012 - June 2013
INVEST at First State Bank July 2011 - June 2012
Lowe’s October 2006 - March 2010
Skills
Mutual Funds, Portfolio Management, Options, Derivatives, Financial Modeling, Bonds, Finance, Investments, Wealth Management, Equity Research, Financial Markets, Securities, Fixed Income, Hedging, Financial Planning, Financial Analysis, Managed Futures, Stocks, Financial Management, Private Equity, Equity Valuation, Banking, Equities, Microsoft Office, Microsoft Excel, Trading, VBA
Education
Lindenwood University 2011 — 2013
Master of Business Administration (MBA), Finance
Lindenwood University 2005 — 2011
Bachelor of Art, Finance and Economics
Fort Zumwalt
Central Trust Company February 2013 - Present
Los Alamos National Bank January 2005 - January 2013
Scheuer, Yost & Patterson, P.C. January 1999 - December 2004
Skills
Estate Planning, Corporate Law, Litigation, Due Diligence, Corporate Governance, Real Estate, Commercial Lending, Real Estate Transactions, Banking, Risk Management, Strategic Financial..., Mortgage Lending, Escrow, Portfolio Management, Title Insurance, Loans, Strategic Planning, Refinance, Credit, Trusts, Loan Origination, Financial Analysis, Investments, Financial Planning
Education
Creighton University School of Law 1990 — 1992
Doctor of Law (J.D.), Law
The University of New Mexico 1984 — 1988
Bachelor's degree