UMB Financial Corporation
Industry: Bank holding company
DescriptionUMB Financial Corporation is an American financial services holding company founded in 1913 as City Center Bank and based in Kansas City, Missouri. It offers complete banking, payment solutions, asset servicing and institutional investment management to customers. Customer service: 1 (800) 860-4862 Headquarters: Kansas City, MO CEO: Mariner Kemper (May 2004–) Subsidiaries: UMB FUND SERVICES INC, UMB Bank n.a.,
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UMB Financial Corporation Employees
Gerald Hannah Group December 2011 - Present
Casagrande Consulting March 2013 - Present
Atlantic Executive Resources, LLC July 2013 - Present
Saint Louis University January 2013 - Present
UMB Financial Corporation December 2001 - December 2011
UMB Financial Services December 2001 - December 2011
Hay Group January 1995 - December 2001
University of Kansas January 1978 - January 2001
Gerald T. Hannah Consulting January 1987 - January 1995
Kansas State Commissioner of Mental Health & Mental Retardation January 1980 - January 1987
Skills
Executive Coaching, Leadership Development, Organizational..., Talent Management, Succession Planning, Coaching, Employee Engagement, Team Building, Leadership, Human Resources, High Performance Teams, Organizational..., Management, Workshop Facilitation, Interviews, Management Consulting, Employee Training, Recruiting, Talent Development, Strategy, Strategic Planning, Training, Employee Benefits, Personnel Management, Talent Selection, Benefits Administration, Program Management, Consulting, Emotional Intelligence, Staff Development, Workforce Planning, Onboarding, Career Counseling, HRIS, Management Development, Mergers & Acquisitions, Change Management, Executive Management, Banking, Performance Management, Organizational Design, Talent Acquisition, Culture Change, Small Business, Career Development, Deferred Compensation, Employee Relations, Conflict Resolution, Corporate Culture, Change Leadership
Education
University of Kansas 1975 — 1980
Ph.D, Behavioral Psychology
Fordham University 1969 — 1971
Masters, Social Work/Administration
Middle Tennessee State University
BS, Socilogy/Psychology
UMB Financial Corporation January 2004 - Present
Fidelity Investments February 1987 - January 2004
Lockwood McKinnon Corporation (FKA Lockwood Friedman Corporation) December 1978 - January 1987
Skills
Investments, Mergers, Business Strategy, Team Building, Process Improvement, Change Management, Insurance, Business Development, Public Speaking, Program Management, Entrepreneurship, Management, Strategic Planning, Mergers & Acquisitions, Leadership, Strategy, Operations Management, Vendor Management, Banking, Marketing, Budgets, Finance, Management Consulting, Financial Services, Executive Management, Mutual Funds, Financial Analysis, Leadership Development, Risk Management, Business Planning, Asset Management, Customer Service, Marketing Strategy, Sales, Portfolio Management, Public Relations, Project Management, Relationship Management, Coaching
Education
UMass Dartmouth 1979 — 1984
Bachelor of Science (BS), Business Administration and Management, General
University of Massachusetts Dartmouth 1979 — 1984
Bachelor of Science (BS), Business Administration and Management, General
Spectra Energy July 2013 - Present
Spectra Energy August 2007 - June 2013
Baker Hughes January 2007 - August 2007
Baker Hughes August 2004 - January 2007
UMB FINANCIAL CORPORATION November 2001 - August 2004
BANK OF COMMUNICATION - China July 1996 - July 1999
ECONOMIC BROADCASTING STATION - China July 1994 - December 1998
HAI TONG SECURITIES COMPANY - China July 1994 - July 1996
Skills
Internal Audit, Auditing, Sarbanes-Oxley Act, Financial Analysis, Budgets, Accounting, Risk Management, Management, SAP, Financial Audits, Project Management, Marketing, Risk Assessment
Education
Baker University 1999 — 2000
Master, MBA
ANHUI FINANCE AND COMMERCE UNIVERSITY, PR CHINA 1994 — 1998
Bachelor's degree, Accounting and Finance
Kforce Inc September 2015 - Present
Jordan Lawrence September 2011 - September 2015
Everidis Health Sciences February 2010 - October 2011
UMB Bank August 2009 - June 2010
UMB Financial Corporation August 2009 - January 2010
UMB Bank November 2008 - August 2009
Columbia Center of Neurology and MS August 2007 - August 2008
University of Missouri February 2007 - May 2008
Sunshine Entertainment Group May 2005 - August 2006
Skills
Customer Service, Customer Relations, Inventory Management, Promotions, Event Management, Travel Management, Accounts Payable, Office Administration, Employee Benefits, Conference Management, Sales, Marketing, Event Planning, Management, Retail, Time Management, Program Management, Information Governance, Records Management, Team Leadership, Salesforce.com
Education
University of Missouri-Columbia 2004 — 2008
BACHELOR OF ARTS, COMMUNICATION
University of Missouri-Saint Louis 2004 — 2006
Bachelor of Arts, Communication
Notre Dame 2000 — 2004
Scout Investments July 2007 - Present
UMB Financial Corporation September 2002 - July 2007
UMB Financial Corporation September 2002 - June 2007
UMB Financial Corporation June 1998 - September 2002
Sun Publications March 1996 - May 1998
Sun Publications 1996 - 1998
Skills
Strategic Planning, Project Management, Competitive Analysis, Advertising, Mutual Funds, Account Management, Marketing, Brand Management, Integrated Marketing
Education
University of Kansas 1999 — 2001
Master of Business Administration (MBA), Business, Marketing
University of Kansas 1993 — 1996
Bachelor of Science, Business Adminstration, Advertising
Commerce Bank & Trust Company June 2015 - Present
UMB Financial Corporation October 2013 - Present
Capitol Federal Savings March 2013 - September 2013
DST Systems 2003 - 2012
Skills
Information Security..., Web and Network..., Information Security..., Project Management, Security Awareness and..., Security Architecture..., Interpersonal and..., Team Creation, Cross-functional Team..., Business Continuity and..., Research New Security..., Management Reporting..., Enterprise GRC,, Training, Information Security, Business Continuity, Vulnerability Assessment, Security Awareness, Network Security, Project Management, Security, Business Continuity..., Program Management, Enterprise Software, CISSP, Disaster Recovery, Vendor Management, Governance, Computer Security, Leadership, Information Technology, IT Management
Education
Baker University 1993 — 1994
Master of Science (MS), Human Resources Management
Friends University
Bachelor of Science (BS), Business Management
Metro Bank November 2012 - Present
Metro Bank, Harrisburg, PA July 2010 - December 2012
UMB Financial Corporation October 2006 - July 2010
Federal Reserve Bank of Kansas City January 1999 - October 2006
Skills
Risk Management, Banking, AML, Bank Secrecy Act, Internal Audit, OFAC, Risk Assessment, Financial Analysis, Fraud, Loans, Portfolio Management, Financial Risk
Education
Missouri State University 1995 — 1998
BS, Finance and Management
CenturyLink February 2010 - Present
Transamerica Investment Services, Inc. July 2009 - November 2009
American Century Investments January 2001 - November 2008
JPMorgan/American Century Retirement Plan Services February 2000 - January 2001
JPMorgan/American Century Retirement Plan Services April 1998 - January 2000
American Century Investments August 1995 - March 1998
NKHW Inc. November 1994 - July 1995
UMB Financial Corporation September 1991 - November 1994
Moore Sturges and Associates January 1989 - August 1991
Skills
Corporate Communications, Strategic Planning, Internal Communications, Executive Communications, Crisis Communications, Strategic Communications, Editing, Writing, Public Relations, Communication Training, Marketing, Strategy, Leadership, Direct Marketing, Integrated Marketing, Press Releases, Management, Program Management, Marketing Communications, Message Development, Community Development, Media Relations, Leadership Development, Event Management, Team Player, Team Motivation
Education
Truman State University 1984 — 1989
Bachelor of Arts, Mass Communication
Prairie Capital Managment, LLC September 2010 - Present
UMB Financial Corporation September 2010 - Present
Skills
Due Diligence, Mergers & Acquisitions, Finance, Corporate Law, Estate Planning, Securities Regulation, Business Development, Corporate Governance, Leadership, Risk Management, Private Placements, Public Speaking, Corporate Compliance
Education
University of Missouri-Kansas City School of Law 1990 — 1993
Juris Doctorate
Westminster College (MO) 1986 — 1990
B.S., Economics
Bishop Miege High School 1982 — 1986
Visitation Parish School 1974 — 1982
Johnny Lightning Strikes Again January 2014 - Present
Global Prairie December 2011 - January 2014
UMB Financial Corporation November 2009 - December 2011
Spiral16 2008 - 2009
Bernstein-Rein Advertising 2007 - 2008
Nicholson Kovac 2005 - 2007
Skills
Integrated Marketing, Marketing, Social Media, Digital Marketing, Advertising, Direct Mail, Social Media Marketing, Marketing Strategy, Media Planning, Direct Marketing, Online Advertising, Marketing Management, Digital Strategy, Interactive Marketing, Email Marketing, Public Relations, Mobile Marketing, Strategic Planning, Account Management, Online Marketing, Market Research, Marketing Communications, B2B, Corporate Branding, Brand Management, Analytics, Strategy, Brand Development, Corporate Communications, SEM
Education
Iowa State University - College of Business 2000 — 2004
Bachelor of Science, Marketing/Business
Wayne Community 1997 — 2000
UMB Financial Corporation August 2013 - Present
Thomas Woroniak 2000 - Present
FishNet Security February 2012 - May 2013
VML April 2007 - January 2012
Martin Automatic Inc October 2000 - January 2007
Skills
After Effects, Flash, Motion Graphics, Cinema 4D, Computer Animation, 3D Animation, jQuery, CSS, Premiere, Bootstrap, Angular.js, HTML 5, CSS3, PHP, Lightroom, Final Cut Pro, Newtek Tricaster, Post Production, User Experience, Animation, HTML, Backbone.js, Knockout.js, Video Editing, WordPress, Video Production, Web Development, Video, Photography, CMS
Education
University of Illinois at Chicago 1992 — 1996
Music Composition and Philosophy
Rock Valley College 1990 — 1992
Music Theory
UMB Financial Corporation December 2009 - March 2011
UMB Bank January 2007 - December 2009
UMB Bank April 2004 - January 2007
Citi January 1999 - April 2004
United Missouri Trust Company of New York August 1985 - January 1999
Skills
Fixed Income, Securities, Mutual Fund Compliance, Account Management, Operations Management, Alternative Investments, Human Development, Process Consulting, Client Liaison, Department..., Operational Support, Sales Process, Product Development, Institutional Accounts, Team-oriented, Investments, Process Improvement, Customer Engagement, Global Custody, Brokerage, Microsoft Office, Investment Advisory..., Compliance, Credit, Strategy, Commercial Lending, Leadership, Insurance, Hedge Funds, CRM, Management, Banking, Finance, Training, Retail Sales Experience, Inventory Control
Education
University of Phoenix 2000 — 2001
Organization Management
Pace University 1994 — 1999
BS, Business and Organizational Psychology
American Institute of Banking 1992 — 1994
Continuing Education, Banking
LCEC November 2013 - Present
Caterpillar Inc. October 2006 - November 2013
Bucyrus International, Inc. October 2006 - December 2010
Ocean Spray Cranberries December 2005 - October 2006
UMB Financial Corporation 2004 - 2005
Resources Global Professionals 2003 - 2004
Case New Holland Global 1997 - 2003
Master Lock Company 1992 - 1996
Skills
Employee Relations, Performance Management, Onboarding, HR Policies, Labor Relations, Leadership, Strategic Planning, Recruiting, Interviews, Management, Personnel Management, Training, Human Resources, Employee Training, Organizational..., Policy, Program Management, Employee Engagement, Employee Benefits, Succession Planning, Coaching, Talent Management, Organizational..., Workforce Planning, Talent Acquisition, Benefits Administration, HRIS, New Hire Orientations, College Recruiting, Sourcing, Applicant Tracking..., Technical Recruiting, FMLA, Compensation & Benefit, Strategic Human..., Compensation & Benefits
Education
Concordia University-Wisconsin
Ent Federal Credit Union September 2013 - Present
Fresno First Bank November 2011 - June 2013
Rocky Mountain Bank & Trust October 2007 - November 2011
UMB Financial Corporation January 2005 - October 2007
Keating and Associates Financial Planning and Insurance November 2004 - January 2005
Skills
Financial Analysis, Banking, Credit, Finance, Loans, Portfolio Management, Financial Reporting, Mortgage Lending, Analysis, Auditing, Financial Risk, Accounting, Training, Commercial Lending, Management, Internal Controls, Cash Flow, Investments, Microsoft Excel, Time Management
Education
Kansas State University 2000 — 2004
Bachelor of Science, Accounting
OptumHealth March 2013 - Present
BenefitMall March 2012 - March 2013
OptumHealth June 2008 - March 2012
OptumHealth Financial October 2007 - June 2008
UMB Financial Corporation June 2004 - October 2007
Skills
Life & Health Insurance..., NAHU Wellness..., NAHU CDHC Certification, Health Insurance, Health Savings Accounts, Employee Benefits, Insurance, COBRA, Flexible Spending..., Health Care Reform, Benefits Administration, Brokers
Education
Missouri State University 2000 — 2004
Finance, Accounting
Americare June 2012 - Present
UMB Financial Corporation 2007 - 2011
Education
University of Missouri-Columbia 2012 — 2014
In Pursuit, Registered Nursing/Registered Nurse
Columbia College 2004 — 2006
B.S., Business Management
FLGardner LLC July 2011 - Present
UMB Financial Corporation September 2005 - July 2010
Technisource 2004 - 2005
Farmland Foods / Farmland Industries January 1983 - January 2004
Smartsource / Stratus / ERG 2004 - 2004
Skills
Cisco Technologies, Networking, Disaster Recovery, Routers, LAN-WAN, Troubleshooting, MPLS, VPN, Switches, Network Administration, VoIP, Network Engineering, Hardware, Cisco Call Manager, Software Documentation, Technical Support, Software Installation, Wireless, Cisco Routers, Vendor Management, Cisco IOS, Telecommunications
Education
Penn Valley Community College
Computer Programming
University of Missouri-Kansas City
General Studies
TEKsystems October 2013 - Present
Midwest Wellness Group, LLC 2006 - August 2009
UMB Financial Corporation 1988 - 2007
American Taekwondo Association 1994 - 2004
American Mensa 1993 - 1994
FirstBank Holding Company of Colorado 1980 - 1986
Skills
Leadership, Visio, Business Analysis, MS Project, Project Management, Process Improvement, SharePoint, PMP, Analysis, Access, Software Documentation, Project Planning, Cross-functional Team..., Databases, Risk Management, Management, Microsoft Excel, Microsoft Word, Data Center, Microsoft Office, Outlook, PMO, Program Management, PowerPoint, Vendor Management, Team Leadership, Strategic Planning, Team Building, Certified Project..., Disaster Recovery, Banking, Marketing, Microsoft Money, Investments, Security, Requirements Analysis, IT Management, Budgets, Training, Documentation, Organizing, Writing, Computer Proficiency, Genealogy, Eagle Scout, Wood Badge, Scouting, Consulting, Customer Service
Education
Regis University 1984 — 1986
MBA, Finance, Acct, Info Systems
Colorado Mountain College 1980 — 1982
AS, Fire Science, 4.0
University of Missouri-Columbia 1974 — 1978
BS, Forest Management (Forestry)
University of Scouting
Southwest high school
Outward Bound 1987 — 1987
Outdoor Leadership
UMB Financial Corporation January 2015 - Present
UMB Financial Corporation July 2013 - January 2015
UMB Financial Corporation April 2010 - July 2013
Missouri Department of Insurance, Financial Institutions & Professional Registration February 1999 - August 2008
Missouri State Auditor's Office January 1997 - February 1999
Skills
Auditing, Internal Audit, Sarbanes-Oxley Act, Enterprise Risk..., Internal Controls, Risk Management, CISA, Sarbanes-Oxley, IT Audit, Financial Risk, Risk Assessment, Financial Analysis, SAS70, Account Reconciliation, Analysis, Banking, Finance, GLBA, Accounting, Financial Accounting, Policy, Insurance, TeamMate, IT Controls
Education
University of Central Missouri 1994 — 1996
BSBA, Accounting
UMB Financial Corporation 2015 - Present
Epiq Systems 2014 - April 2015
IBM 2011 - 2014
IBM 2007 - 2011
IBM 2005 - 2007
Unum 2000 - 2005
CNE Sprint/Motorola 1996 - 2000
Skills
Outsourcing, IT Strategy, CRM, Program Management, Strategy, Team Leadership, Leadership, Business Process, Business Development, Enterprise Architecture, Business Process..., IT Service Management, Enterprise Software, Project Management, Business Analysis, Executive Management, Contract Negotiation, Negotiation, PMO, Disaster Recovery, Process Improvement, Vendor Management, Mergers & Acquisitions, Strategic Planning, Analysis, Project Delivery, Management, Change Management, Budgets, Information Technology, Software Project..., E-commerce, Cross-functional Team..., IT Enabled Business..., Integrating Acquisitions, Cloud Enablement, Mobile Technology..., Full SDLC, Agile & Waterfall..., IT Management, Business Analytics, Manage Client..., Cloud Computing
Education
Northwestern University - Kellogg School of Management 2009 — 2011
Master's degree, Accounting
University of Tennessee 2002 — 2004
MBA, Finance/International Mgmt
University of Tennessee 1992 — 1996
BS, Biology/Chemistry
University of Arkansas - Fort Smith 2015 - Present
Parks Professional Group L.L.C. December 2008 - Present
Philander Smith College 2008 - 2015
Merrill Lynch 2003 - 2008
US Bank 2000 - 2002
Southern Bancorp 1999 - 2000
UMB Financial Corporation 1994 - 1997
Regions Bank (1st National Bank of Russellville) 1992 - 1994
Skills
Organizational..., Professional Speaking, Financial Analysis, Fundraising, Leadership Development, Portfolio Management, Management Consulting, Commercial Lending, Treasury Management, Microsoft Office, Database Admin, Motivational Speaking, Media Relations, Leadership, Public Speaking, Marketing, Strategic Planning, Management, Higher Education, Training, Proposal Writing, Grant Writing, Philanthropy, Nonprofits, Budgets, Entrepreneurship, Strategy, Analysis, Staff Development, Finance, Executive Management, Annual Giving, Banking, Investments, Program Development, Policy, Grants, Community Outreach, Risk Management, Data Analysis, Board Development, Event Planning, Small Business, Community Development, Team Building, Public Relations, Event Management, Consulting, Program Management, Government
Education
Baker University 1997 — 1999
M.B.A., Business Administration
Arkansas Tech University 1987 — 1991
Bachelor of Science, Economics and Finance
UMB Financial Corporation January 2015 - Present
J.P. Morgan May 2010 - December 2014
J.P. Morgan October 2007 - April 2010
Bayer HealthCare Animal Health September 2006 - October 2007
DST Systems January 1995 - September 2006
GE Capital January 1990 - September 1995
Skills
Operations Management, Organizational..., Customer Service, Banking, Operational Efficiency, Risk Management, Financial Analysis, Business Analysis, Finance, Vendor Management, Series 6, Series 63, series 26, Executive Management, Process Improvement, Change Management, Team Building, CRM, Management, Relationship Management
Education
Rockhurst University 2003 — 2005
Executive MBA, Business Administration and Management, General, 4.0 GPA
Park University 1986 — 1989
Bachelor of Arts (B.A.), Marketing
Lansing Trade Group, LLC April 2015 - Present
Southwest Airlines Co. December 2012 - December 2014
UMB FINANCIAL CORPORATION December 2001 - November 2012
UMB Financial Corporation February 2004 - April 2006
UMB Financial Corporation December 2001 - February 2004
Bank of America 1997 - 2001
Skills
Accounting, Account Reconciliation, Auditing, Banking, Tax, Financial Analysis, Corporate Tax, Corporate Law, Credit, Finance, Financial Statements, General Ledger, Income Tax, Invoicing, Relationship Management, Tax Accounting, Tax Returns, Variance Analysis
Education
University of Missouri-Kansas City
Bachelor of Applied Science (B.A.Sc.), Accounting
UMB Financial Corporation October 2011 - Present
Federal Reserve Bank of Kansas City July 2005 - October 2011
Federal Reserve Bank of Chicago May 2004 - July 2005
Skills
Banking, Banking Compliance, Regulatory Requirements, Fair Lending, Community Reinvestment..., Risk Management, Enterprise Risk..., Risk Assessment, Commercial Banking, Financial Analysis, Leadership, Loans, Management
Education
Regis University 2007 — 2011
Masters of Business Administration, General
Iowa State University - College of Business 2003 — 2005
Bachelor of Science, Finance
UMB Bank April 2014 - Present
UMB Financial Corporation July 2011 - April 2014
UMB Financial Corporation August 2010 - July 2011
State Bank & Trust Co October 2008 - August 2010
Kingland Systems Corporation April 2008 - October 2008
Skills
Risk Management, Banking, Sarbanes-Oxley Act, Financial Analysis, Internal Controls, Internal Audit, Financial Reporting, Financial Modeling, Auditing, Finance, Accounting, Financial Accounting, Credit, Process Improvement, Valuation, Corporate Finance, Enterprise Risk..., Credit Analysis, Analysis, Account Reconciliation, Financial Risk, Budgets, Microsoft Excel, Commercial Banking
Education
University of Kansas - Graduate School of Business 2011 — 2013
Master of Business Administration
Iowa State University - College of Business 2004 — 2008
Bachelor of Science, Finance
Lexmark Enterprise Software April 2007 - Present
UMB Financial Corporation September 2005 - April 2007
HNTB Companies November 2002 - August 2005
University of Missouri Athletics Department August 2000 - July 2002
University of Missouri Athletics July 1995 - July 2000
Skills
Public Relations, Media Relations, Marketing Communications, Social Media, Strategic Communications, Corporate Communications, Press Releases, Management, Content Strategy, Corporate Branding, Content Management, Lead Generation, Marketing, Publicity, Strategy, Thought Leadership, Analyst Relations, Influencer Marketing, Intercollegiate..., Leadership
Education
University of Missouri-Columbia 1990 — 1995
B.S.
SAP America February 2014 - December 2014
SAP America March 2012 - February 2014
SAP America June 2007 - March 2012
Flowers Foods September 2005 - May 2007
Tractor Supply Company 2003 - 2005
UMB Financial Corporation September 1998 - January 2003
Skills
SAP FI Certified, SAP Sol Man Certified, SAP Ramp-Up Coach..., SAP Project Manager..., SAP BPX Certified, SAP R/3, SAP Implementation, SAP ERP, SAP, SAP FI, Pre-sales, Business Process, SAP Configuration, Business Process..., IDOC, Data Migration, Requirements Analysis, Enterprise Software, ECC, Solution Architecture, SAP Convergent Invoicing, SAP FICA, Business Process Design, ERP, Integration, Master Data, Master Data Management, SAP Solutions, SAP MM
Education
University of Phoenix 2012 — 2015
Masters, Information Technology
University of Phoenix 2003 — 2007
BSIT, Information Technology
Longview Community College 1982 — 1989
Associate of Arts (A.A.), Accounting and Finance
Hickman Mills High School 1976 — 1980
General Studies, National Honor Society President
UMB Bank January 2013 - Present
UMB Bank December 2012 - December 2013
UMB Financial Corporation September 2008 - November 2012
UMB Financial Corporation July 2008 - November 2009
UMB Bank March 2007 - September 2008
Skills
Banking, Finance, Product Management, Payment Services, Electronic Payments, Strategic Thinking, Consulting, Problem Analysis, Data Analysis, Cultural Diversity, Team Building, Job Coaching, Mentoring, Project Management, Risk Management, Risk Assessment, Third Party Vendor..., Internal Audit, Sarbanes-Oxley Act, GLBA, Internal Controls, Microsoft Office, PeopleSoft, SAP, Portfolio Management, Management, Financial Analysis, Leadership, Process Improvement
Education
University of Kansas - Graduate School of Business
Master of Business Administration (M.B.A.), Strategic Management
University of Kansas
Bachelor's Degree, Economics and Communications Studies
Johnson Financial Group January 2014 - Present
UMB Fund Services, Inc October 2007 - January 2014
UMB Financial Corporation January 2006 - October 2007
Skills
Compliance, Due Diligence, SOX, SEC reporting, Mutual Funds, Hedge Funds, Securities Regulation, Corporate Governance, Securities, AML, Risk Management, Securities Law, Contract Negotiation, Corporate Law, Vendor Management, Risk
Education
University of Kansas - Graduate School of Business 2002 — 2005
MBA
University of Kansas School of Law 2002 — 2005
J.D.
Miami University 1998 — 2002
B.S.
UMB Bank February 2014 - Present
UMB Bank January 2012 - January 2014
UMB Bank September 2011 - January 2012
UMB Bank July 2011 - September 2011
UMB Bank January 2010 - July 2011
UMB Financial Corporation January 2008 - January 2010
Sprint Nextel May 2007 - August 2007
Accenture July 2004 - June 2006
Tacit Networks (Packateer) July 2003 - July 2004
Skills
Valuation, Modeling, Pricing, Due Diligence, Deal Flow, Screening, Mergers, Financial Modeling, Financial Analysis, Strategic Planning, Analysis, Business Analysis, Business Strategy, Cash Flow, Capital Markets
Education
CFA Institute 2007 — 2009
CFA Charter Holder
University of Kansas - Graduate School of Business 2006 — 2007
MBA, Finance
Stony Brook University 2001 — 2003
MS, Computer Science
Pune Institute of Computer Technology 1997 — 2001
BE, Computer Engineering
BSF School Jammu 1995 — 1997
High School, Science
UMB Financial Corporation October 1999 - Present
Pro Staff June 1998 - October 1999
Skills
Talent Acquisition, Recruiting, Sourcing, Management, Training, Internet Recruiting, Team Building, Applicant Tracking..., Financial Recruiting, Social Networking, Onboarding, Contract Negotiation, Human Resources, Full-life Cycle..., PeopleSoft, Boolean Searching, Behavioral Interviewing, Project Management, Vendor Management, Banking, Coaching, Social Media, IT Recruitment, Executive Management, Workforce Planning, Employment Law, Coaching Staff, Recruitment Advertising, Temporary Placement, Hiring, Office Management, Vendor Management Skills, Critical Thinking, Collaboration, Twitter, Diversity Recruitment, LinkedIn, HR Metrics, Competency Based..., Leadership
Education
Truman State University 1993 — 1998
BS
Appirio June 2013 - Present
Perceptive Software July 2005 - June 2013
DST Systems 2000 - 2005
UMB Financial Corporation January 1996 - July 2000
NetSales 2000 - 2000
Skills
Enterprise Content..., Requirements Analysis, Enterprise Software, Business Analysis, Software Project..., Business Intelligence, CRM, SaaS, Project Management, Program Management, Business Process..., Agile Methodologies, SDLC, Business Process, Integration
Education
Kansas State University
B.S.
Scout Investments 2008 - Present
UMB Financial Corporation August 1999 - Present
UMB Bank July 2004 - October 2008
UMB Bank May 2003 - July 2004
Skills
Mutual Funds, Investments, Asset Allocation, Investment Advisory, Series 7, New Business Development
Education
Avila University 1995 — 1999
Bachelor of Science in Business Administration, Finance & Marketing
UMB Financial Corporation October 2010 - Present
UMB Bank January 2007 - October 2010
UMB Bank January 2006 - December 2006
Lewis Tree Service Inc. August 2003 - December 2005
The Restaurant Group LLC 2002 - 2003
Integrated Custom Software, Inc. 1996 - 1997
Skills
Banking, Credit, Negotiation, Commercial Banking, Risk Management, Financial Analysis, Loans, Portfolio Management, Retail Banking, Commercial Lending, Consumer Lending, Credit Analysis, Mortgage Lending, Underwriting, Small Business Lending, Credit Risk, Finance
Education
Rochester Institute of Technology 1997 — 2001
Glastonbury High School 1993 — 1997
Kansas City Power & Light April 2015 - Present
AMC Theatres June 2014 - Present
YRC Worldwide, Inc. July 2013 - June 2014
Cerner Corporation June 2011 - June 2013
UMB Financial Corporation October 2006 - May 2011
UMB Financial Corporation December 2003 - October 2006
Ernst & Young, LLP September 2002 - December 2003
University of Missouri August 2001 - May 2002
Ernst & Young, LLP January 2001 - March 2001
Skills
Accounting, Auditing, Finance, Financial Analysis, Financial Reporting, Internal Audit, Sarbanes-Oxley Act
Education
University of Missouri-Columbia, College of Business 1997 — 2002
Masters of Accountancy, Accounting
UMB Financial Corporation October 1986 - Present
Skills
Debit Cards, Banking, Health Savings Accounts, Commercial Banking, Credit, Credit Cards, Loans, Payments, Commercial Lending, Treasury Management, Finance, Strategic Partnerships, CRM, Investments, Financial Services
Education
University of Missouri-Kansas City 1983 — 1986
Bachelor's Degree, Economics
University of Missouri-Columbia 1977 — 1979
Civil Engineering
Bank of Prairie Village April 2015 - Present
The Mission Bank February 2008 - March 2015
The Valley State Bank January 1993 - February 2008
UMB Financial Corporation May 2000 - August 2002
Bank of Blue Valley 1997 - 2000
Skills
Retail Banking, Commercial Lending, Banking, Business Development, Loans, Credit, Strategic Planning, Customer Service, Small Business, Commercial Banking, Team Building, Management, Financial Analysis, Mortgage Lending, Leadership, Independent Thinking
Education
University of Missouri-Kansas City 2001 — 2003
BA, Economics
University of Missouri-Columbia 1992 — 1996
UMB Financial Corporation October 1985 - Present
UMB Bank January 1988 - January 1991
UMB Bank October 1985 - January 1988
Russell Stover Candies June 1984 - October 1985
Skills
Talent Acquisition, Employee Relations, Talent Management, Benefits
Education
Central Missouri State University 1982 — 1984
Associate's degree, Administrative Assistant and Secretarial Science, General
RHS 1979 — 1982
Spencer Fane December 2013 - Present
UMB Bank January 2012 - December 2013
Kansas City Young Audiences May 2007 - April 2013
UMB Financial Corporation August 2009 - January 2012
UMB Financial Corporation December 2005 - July 2009
Seyfarth Shaw 2003 - 2005
Seyfarth Shaw at Work 1999 - 2003
Merit School of Music 1997 - 1999
Skills
Strategic Thinking, Performance Metrics, Business Planning, Operations Management, Team Leadership, Strategy Execution, Internal Communications, Voice of the Customer, Strategic Communications, Customer Experience, Culture Change, Change Management, Training, Banking, Analysis, Management, Process Improvement, Project Management, Marketing Strategy, Strategy, Sales, Business Strategy, Strategic Planning, Leadership, Nonprofits, Financial Services, Human Resources, Project Planning
Education
The University of Chicago - Booth School of Business 2002 — 2004
MBA
Nebraska Wesleyan University 1992 — 1996
Bachelor of Arts
UMB Financial Corporation June 2012 - February 2014
UMB Financial Corporation January 2007 - June 2012
UMB Financial Corporation January 2002 - January 2007
UMB Financial Corporation September 1999 - January 2002
UMB Financial Corporation September 1994 - September 1999
Cerner Corporation August 1992 - September 1994
Xerox August 1990 - August 1992
Skills
Treasury Management, Alternative Investments, Commercial Lending, Small Business Lending, Loans, Cash Management, Mergers & Acquisitions, Banking, Investments, Finance, Credit
Education
University of Kansas
Bachelor of Science (B.S.), Business
UMB Capital Markets May 2014 - Present
UMB Institutional Asset Management April 2013 - May 2014
UMB Correspondent and Investment Banking June 2011 - April 2013
UMB Financial Corporation June 2010 - May 2011
KU Business School April 2009 - May 2010
Jayhawk Consulting January 2009 - March 2010
The Mall Group June 2009 - August 2009
Custom Highline LLC May 2005 - November 2007
Education
University of Kansas - Graduate School of Business 2008 — 2010
MBA, Finance and International Business
University of Kansas 2002 — 2006
Bachelor of Science, Finance, Accounting and Finance
SAP March 2015 - Present
SAP May 2012 - March 2015
SAP July 2010 - May 2012
Vivido Labs October 2009 - July 2010
Capgemini January 2007 - September 2009
Capgemini January 2007 - December 2008
Accenture 2005 - 2007
UMB Financial Corporation 2004 - 2005
Skills
Cloud Computing, CRM, Business Process, Business Development, Strategy, Management, Project Management, Business Strategy, IT Strategy, Enterprise Software, Professional Services, Start-ups, Leadership, SOA, ERP, Business Alliances, Pre-sales, Business Intelligence, SaaS, Management Consulting, Software Project..., SAP, Integration, Business Process Design, Solution Architecture, SAP ERP, Master Data Management, Databases, Outsourcing, Business Analysis, Analytics, Program Management, Business Process..., SDLC, Enterprise Architecture, Business Transformation, IT Management, Enterprise Mobility, Strategic Vision, Consumer Products, Analyst Relations, Financial Services, Public Speaking, Thought Leadership, Team Building, Customer Relations, Global Management, Process Reengineering, Consulting Services, Product Marketing
Education
Idaho State University
MBA
St. Xavier's College - Calcutta University
Bachelors of Commerce (Honors)
Commerce Bank August 2013 - Present
Commerce Bank March 2012 - August 2013
UMB Financial Corporation June 2008 - March 2012
bfocused January 2008 - March 2008
FHHLC January 2000 - December 2007
Education
Missouri Western State University 1989 — 1991
Director of Human Resource 2015 - Present
UMB Bank 2013 - 2015
UMB Financial Corporation 2011 - 2013
Oi Career Design, Inc 2010 - 2011
Nebraska Furniture Mart 2003 - 2010
Creighton University 1994 - 2003
Skills
Staff Development, Leadership Development, Coaching, Organizational..., Performance Management, Training, Talent Management, Career Development, Succession Planning, Strategic Planning, Human Resources, Onboarding, Career Counseling, Leadership, Change Management, Team Building, Recruiting, Management, Customer Service, Training & Development, Employee Relations, Program Management, Public Speaking
Education
Bowling Green State University
Bachelor of Science in Business Administration-BSBA, Human Resource Management, Minor: Industrial Psychology
Creighton University
Master's Degree, College Student Counseling and Personnel Services
The University of Kansas
Withrow Senior High School
UMB Bank July 2005 - Present
UMB Financial Corporation 1994 - 2005
Skills
Commercial Banking, Commercial Lending, Lines Of Credit, Small Business Lending, Mortgage Lending, New Business Development, Banking, Credit Analysis, Loans, Consumer Lending, Portfolio Management, Underwriting, Retail Banking, Loan Origination, SBA, Credit, Relationship Management, Cash Management, Treasury Management
Education
Kansas State University 1979 — 1983
UMB Financial Corporation March 2014 - Present
UMB Financial Corporation May 2011 - March 2014
Deloitte August 2007 - May 2011
Skills
Financial Reporting, Accounting, Auditing, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, GAAP, Financial Statements, CPA
Education
University of Missouri-Columbia, College of Business 2005 — 2007
Masters, Accountancy
University of Missouri-Columbia 2001 — 2005
BA, Communication
University of Missouri-Columbia, College of Business 2001 — 2005
BS, Business Administration with emphasis in Marketing
Waddell & Reed Financial, Inc., Ivy Funds 2000 - Present
UMB Financial Corporation 1993 - 2000
Skills
Marketing Communications, Mutual Funds, Public Relations, Strategic Communications, Media Relations, Corporate Communications, Internal Communications, Crisis Communications, Newsletters, Integrated Marketing, Press Releases, Marketing, Strategic Planning, Marketing Strategy, Leadership, Advertising, Investments, Social Media, Social Media Marketing, Email Marketing, Customer Service, Management, Financial Services
Education
Bradley University
UMB Bank April 2013 - January 2015
UMB Financial Corporation August 2006 - April 2013
UMB Bank April 2002 - August 2006
UMB Bank March 1993 - April 2002
Skills
Sales Management, Associate Development, Mortgage Lending, Small Business, Sales Operations, Customer Retention, Process Improvement, Customer Experience, Banking, Business Development, Leadership, Customer Satisfaction, Entrepreneurship, Risk Management, Small Business Lending, Coaching, Sales, Credit, Customer Service, Finance, Loans, Retail, Management, Commercial Banking, Commercial Lending, Team Building, Consumer Lending, Retail Banking, Relationship Management
Education
Saint Louis University
Mariner Holdings 2011 - Present
Dickinson Financial Corporation 2003 - February 2011
Dickinson Financial Corporation 2003 - 2010
UMB Financial Corporation 1993 - 2003
KPMG 1979 - 1989
Skills
Commercial Lending, Portfolio Management, Financial Modeling, Investments, Equities, Risk Management, Finance, Financial Analysis, Mutual Funds, Strategic Financial..., Mergers & Acquisitions, Management, Banking, Series 7, Strategic Planning, Financial Reporting, Financial Planning, Due Diligence
Education
Rockhurst University 1975 — 1979
BSBA, Accounting
SVP/Executive Operating Officer August 2015 - Present
UMB April 2013 - August 2015
UMB Financial Corporation November 2010 - April 2013
UMB Financial Corporation 2008 - October 2010
UMB Bank June 2005 - August 2008
Skills
Series 24, Series 7, Series 52, Series 53, Series 66
Education
Rockhurst University 2007 — 2009
MBA, Finance, Management
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelors, Economics, Finance
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelors, Finance, Economics
UMB Financial Corporation September 2009 - Present
M&I Marshall & Ilsley Bank 2001 - 2007
Bank of America 1973 - 2000
Skills
Investments, Wealth Management, Commercial Banking, Asset Managment, Credit, Private Banking, Corporate Finance, Banking, Loans, Commercial Lending, Credit Analysis, Leadership, Portfolio Management, Small Business Lending, Finance, Financial Analysis, Management, Consumer Lending, Asset Management, Relationship Management
Education
Chapman University 1971 — 1973
B.A., Economics & Business Administration
上智大学 1970 — 1971
Bachelor of Arts (B.A.), Economics
RSA The Security Division of EMC July 2011 - Present
UMB Financial Corporation June 2007 - July 2011
UMB Financial Corporation June 1999 - June 2007
UMB Financial Corporation June 1995 - January 1999
CNB Financial Corporation January 1985 - June 1995
CNB Financial Corporation June 1983 - December 1984
Laurel Bancshares June 1980 - June 1983
Skills
Auditing, Risk Management, Insurance, Internal Audit, Internal Controls, SOX Compliancy, Enterprise Risk..., GRC, IT GRC, Vendor Management, Business Continuity, Information Security..., Financial Services, Banking, Business Analysis, Business Continuity..., Credit, Credit Risk, Enterprise Software, Financial Risk, Governance, ISO 27001, IT Audit, Information Security, Information Security..., Information Technology, Management, Operational Risk..., Risk Assessment, Sarbanes-Oxley, Sarbanes-Oxley Act, Security, Operational Risk
Education
University of Missouri-Kansas City 1980 — 1983
M.A., Economics
Baker University 1976 — 1980
B.A., Political Science, Econcomics
SMNW
UMB Financial Corporation May 2015 - Present
UMB Bank January 2013 - Present
FINRA December 2009 - January 2013
KPMG August 2007 - December 2009
TD Ameritrade May 2006 - August 2006
Skills
Enterprise Risk..., Sarbanes-Oxley Act, Auditing, Internal Audit, Internal Controls, Due Diligence, AML
Education
Pittsburg State University 2005 — 2007
Bachelor of Business Administration, Accounting and Finance
Allen County Community College 2004 — 2005
Adult Family Living, LLC December 2011 - Present
HIS Solution, LLC April 2008 - Present
Self Employeed April 2009 - May 2011
UMB 2003 - 2009
UMB Financial Corporation 2002 - 2009
Education
Pittsburg State University 1975 — 1979
BS, Computer Science, mathmatics, economics, history
Bank of Blue Valley August 2002 - Present
UMB Financial Corporation 1991 - 2002
Skills
Risk Management, Banking, Auditing, Compliance, Internal Audit, Internal Controls, SOX, Sarbanes-Oxley Act, Financial Accounting, Accounting, Financial Reporting, Sarbanes-Oxley, GAAP, Finance, General Ledger
Education
University of Nebraska-Lincoln
B.S. Finance, Accounting
Advocare March 2014 - Present
Edward Jones April 2013 - September 2014
The Pampered Chef February 2011 - August 2014
UMB Financial Corporation October 2008 - March 2011
National City Bank November 2003 - July 2007
Fifth Third Bank February 1998 - July 2000
Skills
Public Speaking, Coaching, Training, Leadership Development, Customer Service, Teaching, Fundraising, Event Planning, Recruiting, Organizational..., Banking, Team Building, Leadership, Small Business, Management, Sales, Selling
Education
Eden Theological Seminary 2000 — 2003
Theology, Ministry, Christian Ed
Eureka College 1992 — 1994
B.S., Psychology, Religion and Philosophy
Indiana University-Purdue University at Indianapolis 1985 — 1992
Education and General Studies
UMB Financial Corporation March 2015 - Present
DST Systems November 2012 - March 2015
DST Systems September 2001 - November 2012
St. Agnes Golf Classic tournament 2008 - 2011
DST Systems October 2000 - September 2001
DST Systems June 1998 - September 2000
DST Systems May 1996 - May 1998
Skills
Mutual Funds, Process Improvement, Risk Management, Financial Services, Business Analysis, Financial Analysis, Analysis, Finance, Internal Controls, Microsoft Excel, Microsoft Office, Lotus Notes, Compliance, Sarbanes-Oxley Act, 401k, Access, Accounting, Account Reconciliation, Alternative Investments, Asset Managment, Auditing, Back Office, Banking, Budgets, Business Process, Business Process..., Business Requirements, Call Center, Due Diligence, Data Analysis, Corporate Finance, Financial Modeling, Equities, Forecasting, Financial Reporting, Internal Audit, IT Audit, Management, Investments, PeopleSoft, Project Planning, Portfolio Management, SDLC, Relationship Management, Series 63, Strategic Planning, Software Documentation, Training, Vendor Management, Visio
Education
University of Kansas 1989 — 2005
Bachelor of Science, Business Administration
Credit Suisse July 2013 - Present
Credit Suisse June 2012 - August 2012
Susan Wachter - Professor of Real Estate July 2010 - October 2011
Morgan Stanley Smith Barney June 2011 - August 2011
Brian Bushee - Professor of Accounting June 2010 - June 2011
Wharton Magazine September 2009 - November 2010
Wharton Publishing June 2010 - August 2010
UMB Financial Corporation June 2009 - July 2009
Skills
Data Analysis, Research, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2009 — 2013
BSE, Finance, Accounting, Marketing
UMB Financial Corporation April 2009 - Present
First National Bank Kansas March 2006 - March 2009
Gold Bank September 2000 - March 2006
Gold Bank September 1997 - January 2000
Skills
Compliance, Funding, Banking, Risk Management, Loans, Financial Risk, Risk Assessment, Policy, Financial Analysis, Auditing, Commercial Lending
Education
ABA National Compliance School 2008 — 2008
Graduate, Compliance
University of Central Missouri 1966 — 1968
Business
UMB Bank February 2014 - Present
UMB Bank January 2009 - February 2014
UMB Bank October 1994 - January 2009
UMB Financial Corporation June 1986 - October 1994
United Missouri Bank of Paris December 1982 - June 1986
Skills
Banking, Credit Analysis, Lines Of Credit, Financial Analysis, Commercial Lending, Real Estate Lending, SBA, New Business Development, USDA Guaranteed loans, Agricultural Lending, Commercial Banking, Portfolio Management, Relationship Management, Credit, Small Business Lending, Consumer Lending, Mergers & Acquisitions, Mortgage Lending, Loan Origination, Retail Banking, Leadership, Loans, Finance, Insurance, Strategic Planning
Education
Truman State University 1979 — 1982
Agri-Business
Putnam County R-1 High School 1976 — 1979
High School Diploma
The Vi at Highlands Ranch 2015 - Present
Forte Music Academy June 2013 - Present
UMB Financial Corporation August 2000 - March 2011
Grayline Worldwide June 1998 - October 1999
Skills
Outlook, Customer Service, Banking, Microsoft Excel, Budgets, Microsoft Word, Event Planning, Leadership, Team Building, Strategic Planning, Team Leadership, Fundraising, Public Speaking, Sales
Education
Katherine Gibbs School 1965 — 1966
Secretarial Studies
University of Wisconsin-Oshkosh
Early Childhood Education and Teaching
UMB Financial Corporation August 1994 - Present
Woner, Glenn, Reeder & Girard December 1991 - August 1994
FDIC May 1986 - May 1988
Skills
Corporate Governance, Securities, AML, Banking
Education
University of Kansas School of Law 1988 — 1991
J.D., Law
Friends University 1982 — 1986
B.S., Accounting and Business Administration
DST Systems 2003 - Present
Commerce Bank 1999 - 2003
Deloitte & Touche, Kansas City 1999 - 1999
Farmland Industries, Inc 1997 - 1999
UMB Financial Corporation 1990 - 1997
Skills
Information Security
Education
BSBA - Accounting and BS - Data Processing 1975 — 1985
3.45 (for both degrees)
Missouri Western State University 1975 — 1985
Bachelor of Science in Business Adminsitration (BSBA), Accounting, 3.44
Missouri Western State University 1975 — 1985
Bachelor of Science (BS), Data Processing, 3.44
UMB Financial Corporation November 2012 - Present
DeMarche Associates Inc December 2011 - November 2012
U.S. Central March 2004 - December 2011
Education
Missouri State University
UMB Financial Corporation 2015 - Present
UMB Financial Corporation (UMB Bank, N.A.) 2009 - 2015
UMB Financial Corporation (UMB Bank, N.A.) 2007 - 2009
Kansas City Wizards (now Sporting KC) 2006 - 2007
University of California, Santa Barbara 2002 - 2006
Dallas Cowboys July 2004 - August 2005
Ojai Valley Inn & Spa 1994 - 2004
UC Santa Barbara 2000 - 2002
Skills
Sponsorship, Sales Management, Event Planning, Social Media, Associate Development, Financial Advisory, Media Relations, Strategic Communications, Public Relations, Public Speaking, Customer Engagement, Brand Development, Event Management, Marketing Communications, Relationship Management, Indirect Channel Sales, Business Development, Customer Relations, Sports Marketing, Strategic Planning, External Relations, Desktop Publishing, Budgeting, Promotions, Community Relations
Education
University of California, Santa Barbara 1996 — 2000
B.A.
UMB Financial Corporation December 2007 - Present
Commerce Trust Company August 1998 - December 2007
Skills
MS Word - Windows 7 and..., Creating Excel..., Trust Systems -..., Hogan - Retail Banking..., Report Production/Trust..., Bank Teller / Cash..., Credit Collections /..., Trust Ease / Tax Systems, Clerical/Administrative...
Education
Granite City High School South 1970 — 1974
High School Diploma, Business Administration
American Institute of Banking
Principles of Banking
Southwestern Illinois College
Business
UMB Financial Corporation April 2013 - Present
Skills
Banking, Loans, Credit, Sales, Mortgage Lending, Relationship Management, Consumer Lending, Home Equity Lines of..., Financial Advisory, Customer Service, Team Building, Financial Analysis
Education
Oklahoma City University 2008 — 2010
Master's Degree
Friends University 2004 — 2008
Southwest Value Partners March 2013 - Present
Southwest Value Partners March 2013 - December 2014
UMB Financial Corporation April 2010 - June 2012
UMB Bank January 2011 - December 2011
UMB Bank April 2010 - December 2010
Skills
Real Estate Economics, Private Equity, Investment Properties, Financial Modeling, Due Diligence, Valuation, Real Estate, Financial Analysis, Financial Reporting, Accounting, Investments, Contract Negotiation, Sales, Sales Operations, Banking, Loans, Commercial Banking, Strategy, Corporate Finance
Education
University of Kansas
Bachelor's degree, Economics, Business
Pembroke Hill
UBM Channel June 2012 - Present
UMB Financial Corporation 2012 - Present
Skills
Real Estate, Financial Analysis, Risk Management, Mortgage Lending, Management, Loans, FHA, Finance, Strategic Planning
Education
University of Missouri-Kansas City