The St. Louis Trust Company
Description
Address: 7701 Forsyth Blvd # 1100, St. Louis, MO 63105 Hours: Closed ⋅ Opens 8AM Tue Monday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (314) 727-4600: : : Website: Category: : : : Place name: Website: https://www.stlouistrust.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Mondays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 7 PM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of The St. Louis Trust Company Posting publicly on the Web Write a review Reviews Be the first to review
The St. Louis Trust Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The St. Louis Trust Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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The St. Louis Trust Company Employees
Employee
Years
Job
Industry
Nico Berrini Nico Berrini's The St. Louis Trust Company Experience January 2010 - May 2010
Job Senior Analyst at Accelerated Growth Advisors
Industry Management Consulting
Experience
Accelerated Growth Advisors June 2015 - Present
Boeing January 2014 - June 2015
Boeing June 2013 - January 2014
The Boeing Company May 2011 - May 2013
The Boeing Company May 2010 - May 2011
The St. Louis Trust Company January 2010 - May 2010
Skills
Strategic Financial..., Leadership, Business Development, Aviation, Finance, Accounting, Analysis, Strategy, Program Management, Contract Negotiation, Market Research, Business Strategy, Microsoft Excel, Data Analysis, Strategic Planning, Financial Analysis
Education
Penn State University
Master of Science (MS), Finance, Online Program, Cohort 6
Saint Louis University 2007 — 2011
BSBA, Accounting & Finance
H-F
Accelerated Growth Advisors June 2015 - Present
Boeing January 2014 - June 2015
Boeing June 2013 - January 2014
The Boeing Company May 2011 - May 2013
The Boeing Company May 2010 - May 2011
The St. Louis Trust Company January 2010 - May 2010
Skills
Strategic Financial..., Leadership, Business Development, Aviation, Finance, Accounting, Analysis, Strategy, Program Management, Contract Negotiation, Market Research, Business Strategy, Microsoft Excel, Data Analysis, Strategic Planning, Financial Analysis
Education
Penn State University
Master of Science (MS), Finance, Online Program, Cohort 6
Saint Louis University 2007 — 2011
BSBA, Accounting & Finance
H-F
David Diener David Diener's The St. Louis Trust Company Experience August 2012 - Present
Job Vice President and Relationship Manager at The St. Louis Trust Company
Industry Financial Services
Experience
The St. Louis Trust Company August 2012 - Present
U.S. Bank Private Client Reserve April 1999 - July 2012
Edward Jones Trust Company May 1997 - March 1999
Skills
Wealth Management, Investments, Asset Allocation, Strategic Planning, Portfolio Management, Strategic Financial..., Asset Management, Financial Analysis, Estate Planning, Mutual Funds, Financial Planning, Financial Modeling, Banking, Investment Advisory, Commercial Lending
Education
Northwestern University School of Law 1969 — 1972
Doctor of Law (J.D.), Estates and Trusts
Northwestern University 1965 — 1969
Bachelor of Arts (B.A.), Political Science and Government
Horton Watkins High School
Horton Watkins High School
Horton Watkins High School
The St. Louis Trust Company August 2012 - Present
U.S. Bank Private Client Reserve April 1999 - July 2012
Edward Jones Trust Company May 1997 - March 1999
Skills
Wealth Management, Investments, Asset Allocation, Strategic Planning, Portfolio Management, Strategic Financial..., Asset Management, Financial Analysis, Estate Planning, Mutual Funds, Financial Planning, Financial Modeling, Banking, Investment Advisory, Commercial Lending
Education
Northwestern University School of Law 1969 — 1972
Doctor of Law (J.D.), Estates and Trusts
Northwestern University 1965 — 1969
Bachelor of Arts (B.A.), Political Science and Government
Horton Watkins High School
Horton Watkins High School
Horton Watkins High School
Katie Fakonas's The St. Louis Trust Company Experience December 2011 - Present
Job Client Service Manager at The St. Louis Trust Company
Industry Financial Services
Experience
The St. Louis Trust Company December 2011 - Present
Deloitte June 2009 - December 2011
Deloitte January 2007 - August 2008
Education
Saint Louis University School of Law 2008 — 2011
Doctor of Law (JD), Concentration in Taxation
University of Missouri-Columbia, College of Business 2006 — 2006
Master's degree, Accountancy
University of Missouri-Columbia, College of Business 2002 — 2006
Bachelor of Science (BS), Accountancy
The St. Louis Trust Company December 2011 - Present
Deloitte June 2009 - December 2011
Deloitte January 2007 - August 2008
Education
Saint Louis University School of Law 2008 — 2011
Doctor of Law (JD), Concentration in Taxation
University of Missouri-Columbia, College of Business 2006 — 2006
Master's degree, Accountancy
University of Missouri-Columbia, College of Business 2002 — 2006
Bachelor of Science (BS), Accountancy
Derek Beiter's The St. Louis Trust Company Experience January 2004 - October 2004
Job Vice President External Investment Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Edward Jones October 2007 - November 2014
A.G. Edwards October 2004 - October 2007
The St. Louis Trust Company January 2004 - October 2004
A.G. Edwards May 2001 - December 2003
Skills
Investments, Mutual Funds, Asset Allocation, Equities, Fixed Income, Statistical Data..., Public Speaking, Mentoring, Analysis
Education
McKendree University 1997 — 2001
Bachelor of Business Administration (BBA), Economics & Finance
Wells Fargo July 2015 - Present
Edward Jones October 2007 - November 2014
A.G. Edwards October 2004 - October 2007
The St. Louis Trust Company January 2004 - October 2004
A.G. Edwards May 2001 - December 2003
Skills
Investments, Mutual Funds, Asset Allocation, Equities, Fixed Income, Statistical Data..., Public Speaking, Mentoring, Analysis
Education
McKendree University 1997 — 2001
Bachelor of Business Administration (BBA), Economics & Finance
Angela Brueggemann Angela Brueggemann's The St. Louis Trust Company Experience September 2005 - November 2005
Job Office Manager
Industry Construction
Experience
Fears Fence Company June 2014 - Present
Precision Practice Management August 2013 - June 2014
Self-employed July 2009 - June 2013
Centene Corporation November 2005 - July 2009
The St. Louis Trust Company September 2005 - November 2005
The St. Louis Trust Company October 2002 - September 2003
Arthur Andersen, LLP November 2000 - May 2002
Glazer's Midwest January 2000 - November 2000
Skills
Microsoft Office, Microsoft Word, Microsoft OneNote, Research, PowerPoint, Microsoft Excel, Customer Service, Data Entry, Child Development, Childcare, Typing, Invoicing, Proofreading, Strategic Planning, Bookkeeping
Education
Central Community High School 1994 — 1998
Kaskaskia College
General Studies
Fears Fence Company June 2014 - Present
Precision Practice Management August 2013 - June 2014
Self-employed July 2009 - June 2013
Centene Corporation November 2005 - July 2009
The St. Louis Trust Company September 2005 - November 2005
The St. Louis Trust Company October 2002 - September 2003
Arthur Andersen, LLP November 2000 - May 2002
Glazer's Midwest January 2000 - November 2000
Skills
Microsoft Office, Microsoft Word, Microsoft OneNote, Research, PowerPoint, Microsoft Excel, Customer Service, Data Entry, Child Development, Childcare, Typing, Invoicing, Proofreading, Strategic Planning, Bookkeeping
Education
Central Community High School 1994 — 1998
Kaskaskia College
General Studies
Elaine Lindsay's The St. Louis Trust Company Experience July 2013 - Present
Job
Industry Financial Services
Experience
The St. Louis Trust Company July 2013 - Present
The St. Louis Trust Company February 2008 - June 2013
Skills
Financial Analysis, Financial Services
Education
Andrews University 1980 — 1982
Master of Arts in Teaching, Business Education
Walla Walla College 1973 — 1977
Bachelor of Science (B.Sc.), Business Education
The St. Louis Trust Company July 2013 - Present
The St. Louis Trust Company February 2008 - June 2013
Skills
Financial Analysis, Financial Services
Education
Andrews University 1980 — 1982
Master of Arts in Teaching, Business Education
Walla Walla College 1973 — 1977
Bachelor of Science (B.Sc.), Business Education
Jill Wielansky's The St. Louis Trust Company Experience November 2011 - Present
Job Portfolio Database Associate at The St. Louis Trust Company
Industry Financial Services
Experience
The St. Louis Trust Company November 2011 - Present
The St. Louis Trust Company June 2011 - November 2011
The St. Louis Trust Company October 2009 - June 2011
Moneta Group February 2005 - October 2009
Skills
Mutual Funds, Data Analysis, Risk Management, Retirement Planning, Event Planning, PowerPoint, Financial Analysis, Sales, Microsoft Word, Benefits Administration, Strategic Financial..., Asset Allocation, Asset Management, Strategic Planning, Social Media, Public Relations, Investments, Estate Planning, Microsoft Excel, Customer Service, Accounting, Employee Benefits, Marketing Strategy, Performance Management, Tax, Account Management, Wealth Management
Education
Indiana University Bloomington 2000 — 2004
BS, Psychology
The St. Louis Trust Company November 2011 - Present
The St. Louis Trust Company June 2011 - November 2011
The St. Louis Trust Company October 2009 - June 2011
Moneta Group February 2005 - October 2009
Skills
Mutual Funds, Data Analysis, Risk Management, Retirement Planning, Event Planning, PowerPoint, Financial Analysis, Sales, Microsoft Word, Benefits Administration, Strategic Financial..., Asset Allocation, Asset Management, Strategic Planning, Social Media, Public Relations, Investments, Estate Planning, Microsoft Excel, Customer Service, Accounting, Employee Benefits, Marketing Strategy, Performance Management, Tax, Account Management, Wealth Management
Education
Indiana University Bloomington 2000 — 2004
BS, Psychology
Anna Bertman's The St. Louis Trust Company Experience 2011 - Present
Job Client Service Manager at The St. Louis Trust Company
Industry Financial Services
Experience
The St. Louis Trust Company 2011 - Present
Accenture January 2008 - December 2010
Skills
Financial Analysis, Strategic Financial..., Investments, Financial Modeling, Wealth Management, Asset Management, Project Management, Asset Allocation
Education
University of Michigan
The St. Louis Trust Company 2011 - Present
Accenture January 2008 - December 2010
Skills
Financial Analysis, Strategic Financial..., Investments, Financial Modeling, Wealth Management, Asset Management, Project Management, Asset Allocation
Education
University of Michigan
Tyler Schwieterman's The St. Louis Trust Company Experience September 2006 - Present
Job Vice President at The St. Louis Trust Company
Industry Financial Services
Experience
The St. Louis Trust Company September 2006 - Present
Michael J Abbott & Associates December 2003 - September 2006
The St. Louis Trust Company June 2002 - November 2003
Arthur Andersen, LLP September 2000 - May 2002
Skills
Mutual Funds, Financial Analysis, Investments, Financial Modeling, Mergers & Acquisitions, Portfolio Management, Wealth Management, Financial Reporting, Accounting, Estate Planning, Strategic Financial..., Asset Allocation, Asset Management, Tax, Risk Management, Strategic Planning, Due Diligence
Education
University of Missouri-Columbia School of Law 1997 — 2000
JD (2000), Law
University of Missouri-Columbia 1993 — 2000
BS & JD, Finance and Law
University of Missouri-Columbia, College of Business 1993 — 1997
BSBA, Finance
The St. Louis Trust Company September 2006 - Present
Michael J Abbott & Associates December 2003 - September 2006
The St. Louis Trust Company June 2002 - November 2003
Arthur Andersen, LLP September 2000 - May 2002
Skills
Mutual Funds, Financial Analysis, Investments, Financial Modeling, Mergers & Acquisitions, Portfolio Management, Wealth Management, Financial Reporting, Accounting, Estate Planning, Strategic Financial..., Asset Allocation, Asset Management, Tax, Risk Management, Strategic Planning, Due Diligence
Education
University of Missouri-Columbia School of Law 1997 — 2000
JD (2000), Law
University of Missouri-Columbia 1993 — 2000
BS & JD, Finance and Law
University of Missouri-Columbia, College of Business 1993 — 1997
BSBA, Finance
Matt Harlan's The St. Louis Trust Company Experience September 2002 - Present
Job Vice President at The St. Louis Trust Company
Industry Financial Services
Experience
The St. Louis Trust Company September 2002 - Present
Bank of America Private Bank February 1997 - September 2002
Mark Twain Bank May 1993 - February 1997
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Tax, Wealth Management, Estate Planning, Internal Controls, Financial Reporting, Investment Advisory, Asset Allocation, Accounting, Auditing, Mutual Funds, Separately Managed..., Corporate Trust, Prime Brokerage, Investments, MBS, Series 24, CMBS
Education
St. Louis University 1994 — 1995
MBA, Finance, General
Saint Louis University 1990 — 1995
BA, Communication
The St. Louis Trust Company September 2002 - Present
Bank of America Private Bank February 1997 - September 2002
Mark Twain Bank May 1993 - February 1997
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Tax, Wealth Management, Estate Planning, Internal Controls, Financial Reporting, Investment Advisory, Asset Allocation, Accounting, Auditing, Mutual Funds, Separately Managed..., Corporate Trust, Prime Brokerage, Investments, MBS, Series 24, CMBS
Education
St. Louis University 1994 — 1995
MBA, Finance, General
Saint Louis University 1990 — 1995
BA, Communication
Zachary Leeds's The St. Louis Trust Company Experience June 2012 - Present
Job Controller at The St. Louis Trust Company
Industry Financial Services
Experience
The St. Louis Trust Company June 2012 - Present
The ALS Association, St. Louis Regional Chapter February 2006 - Present
Lopata Flegel and Company October 2009 - June 2012
Edward Jones December 2007 - October 2009
RubinBrown LLP September 2005 - December 2007
Skills
Accounting, Financial Reporting, Auditing, Financial Analysis, Tax, Internal Controls, Sarbanes-Oxley Act, GAAP, SEC filings, Internal Audit, Financial Accounting, Strategic Financial..., Financial Statements, Financial Modeling, QuickBooks
Education
Washington University in St. Louis - Olin Business School 2008 — 2011
MBA
Indiana University Bloomington 2001 — 2005
Bachelor of Science (BS), Accounting
The St. Louis Trust Company June 2012 - Present
The ALS Association, St. Louis Regional Chapter February 2006 - Present
Lopata Flegel and Company October 2009 - June 2012
Edward Jones December 2007 - October 2009
RubinBrown LLP September 2005 - December 2007
Skills
Accounting, Financial Reporting, Auditing, Financial Analysis, Tax, Internal Controls, Sarbanes-Oxley Act, GAAP, SEC filings, Internal Audit, Financial Accounting, Strategic Financial..., Financial Statements, Financial Modeling, QuickBooks
Education
Washington University in St. Louis - Olin Business School 2008 — 2011
MBA
Indiana University Bloomington 2001 — 2005
Bachelor of Science (BS), Accounting
Meredith LaRock, CFP's The St. Louis Trust Company Experience June 2015 - Present
Job Client Service Manager at The St. Louis Trust Company
Industry Financial Services
Experience
The St. Louis Trust Company June 2015 - Present
The St. Louis Trust Company July 2013 - Present
St. Louis Trust Company May 2009 - June 2013
Skills
Financial Modeling, Series 7, Accounting, Mutual Funds, Financial Analysis, Financial Reporting, Banking, Wealth Management, Risk Management, Financial Markets, Financial Services, Securities, Investment Strategies, Finance, Relationship Management, Retirement Planning, Investment Advisory, Estate Planning, Tax
Education
University of Missouri-Saint Louis 2003 — 2006
Bachelors, Business
The St. Louis Trust Company June 2015 - Present
The St. Louis Trust Company July 2013 - Present
St. Louis Trust Company May 2009 - June 2013
Skills
Financial Modeling, Series 7, Accounting, Mutual Funds, Financial Analysis, Financial Reporting, Banking, Wealth Management, Risk Management, Financial Markets, Financial Services, Securities, Investment Strategies, Finance, Relationship Management, Retirement Planning, Investment Advisory, Estate Planning, Tax
Education
University of Missouri-Saint Louis 2003 — 2006
Bachelors, Business
Carrie Naylor's The St. Louis Trust Company Experience December 2010 - Present
Job Operations Manager at The St. Louis Trust Company
Industry Human Resources
Experience
The St. Louis Trust Company December 2010 - Present
Deloitte October 2006 - June 2009
Deloitte November 2003 - October 2006
Deloitte September 2000 - November 2003
Skills
Auditing, Accounting, Performance Management, Internal Controls, Talent Management, Financial Analysis, Financial Reporting, Human Resources, Change Management, Talent Acquisition, Onboarding, Recruiting, College Recruiting, Employee Relations
Education
Miami University 1996 — 2000
Bachelor of Science, Business; Accounting and Finance
The St. Louis Trust Company December 2010 - Present
Deloitte October 2006 - June 2009
Deloitte November 2003 - October 2006
Deloitte September 2000 - November 2003
Skills
Auditing, Accounting, Performance Management, Internal Controls, Talent Management, Financial Analysis, Financial Reporting, Human Resources, Change Management, Talent Acquisition, Onboarding, Recruiting, College Recruiting, Employee Relations
Education
Miami University 1996 — 2000
Bachelor of Science, Business; Accounting and Finance
Greg Stokke, CFA, CFP®'s The St. Louis Trust Company Experience June 2002 - Present
Job Vice President at The St. Louis Trust Company
Industry Financial Services
Experience
The St. Louis Trust Company June 2002 - Present
Arthur Andersen, LLP August 2001 - June 2002
State Farm Insurance August 2000 - August 2001
Education
University of Illinois at Urbana-Champaign 1996 — 2000
The St. Louis Trust Company June 2002 - Present
Arthur Andersen, LLP August 2001 - June 2002
State Farm Insurance August 2000 - August 2001
Education
University of Illinois at Urbana-Champaign 1996 — 2000
Sam Gogel's The St. Louis Trust Company Experience 2012 - Present
Job Client Operations Associate at The St. Louis Trust Company
Industry Financial Services
Experience
The St. Louis Trust Company 2012 - Present
Scottrade 2011 - 2012
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Microsoft Word, Banking, Financial Modeling, Customer Service, Corporate Finance, Accounting, Teamwork, Investments, Bloomberg, Margin, FINRA, Risk Management
Education
Lindenwood University 2009 — 2010
MBA, Masters of Business Administration
University of Missouri-Columbia, College of Business 2005 — 2009
B.S., Finance and Banking
The St. Louis Trust Company 2012 - Present
Scottrade 2011 - 2012
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Microsoft Word, Banking, Financial Modeling, Customer Service, Corporate Finance, Accounting, Teamwork, Investments, Bloomberg, Margin, FINRA, Risk Management
Education
Lindenwood University 2009 — 2010
MBA, Masters of Business Administration
University of Missouri-Columbia, College of Business 2005 — 2009
B.S., Finance and Banking
Maury Wilmes's The St. Louis Trust Company Experience August 2013 - Present
Job Client Account Assistant at The St. Louis Trust Company
Industry Financial Services
Experience
The St. Louis Trust Company August 2013 - Present
Commerce Bank September 2012 - August 2013
L.J. Hart & Company May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Financial Analysis, Windows, Financial Reporting, Analysis, Teamwork
Education
Drury University 2008 — 2012
Bachelor, Finance
The St. Louis Trust Company August 2013 - Present
Commerce Bank September 2012 - August 2013
L.J. Hart & Company May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Financial Analysis, Windows, Financial Reporting, Analysis, Teamwork
Education
Drury University 2008 — 2012
Bachelor, Finance
Erin Modad's The St. Louis Trust Company Experience January 2005 - August 2006
Job Cost/Schedule Analyst at Esri
Industry Information Technology and Services
Experience
Esri May 2007 - Present
The St. Louis Trust Company January 2005 - August 2006
Skills
MS Project, Earned Value Management, Program Management, Analysis, GIS, Visio, Requirements Analysis, Project Planning, PMP, Proposal Writing
Education
Saint Louis University 2002 — 2004
Finance
St. Francis Borgia High School
Esri May 2007 - Present
The St. Louis Trust Company January 2005 - August 2006
Skills
MS Project, Earned Value Management, Program Management, Analysis, GIS, Visio, Requirements Analysis, Project Planning, PMP, Proposal Writing
Education
Saint Louis University 2002 — 2004
Finance
St. Francis Borgia High School
Andrew Rzonca's The St. Louis Trust Company Experience January 2015 - Present
Job Associate at The St. Louis Trust Company
Industry Financial Services
Experience
The St. Louis Trust Company January 2015 - Present
Edward Jones January 2013 - September 2014
Boston Financial Data Services May 2011 - March 2012
Skills
Microsoft Office, Finance, Customer Service, Microsoft Excel, Financial Analysis
Education
The University of Kansas 2008 — 2012
The St. Louis Trust Company January 2015 - Present
Edward Jones January 2013 - September 2014
Boston Financial Data Services May 2011 - March 2012
Skills
Microsoft Office, Finance, Customer Service, Microsoft Excel, Financial Analysis
Education
The University of Kansas 2008 — 2012
Elizabeth Goldenberg's The St. Louis Trust Company Experience June 2002 - Present
Job Wealth management advisor at The St. Louis Trust Company
Industry Financial Services
Experience
The St. Louis Trust Company June 2002 - Present
Arthur Andersen September 1993 - June 2002
Skills
Wealth Management, Estate Planning, Strategic Financial...
Education
Tulane University - A.B. Freeman School of Business 1989 — 1993
Accounting
The St. Louis Trust Company June 2002 - Present
Arthur Andersen September 1993 - June 2002
Skills
Wealth Management, Estate Planning, Strategic Financial...
Education
Tulane University - A.B. Freeman School of Business 1989 — 1993
Accounting