Boatmen's Trust Company
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Boatmen's Trust Company Employees
Employee
Years
Job
Industry
Paul Pustmueller Paul Pustmueller's Boatmen's Trust Company Experience June 1990 - March 1997
Job Senior Vice President Institutional Sales at Bank of Oklahoma
Industry Banking
Experience
Bank of Oklahoma March 1997 - Present
Boatmen's Trust Company June 1990 - March 1997
Skills
401k, Defined Contribution, ERISA, Wealth Management, Investments, Asset Allocation, Asset Managment, Portfolio Management, Asset Custody, Mineral Management, Real Estate Management, New Business Development, Asset Management, Retirement Planning, Investment Advisory, Securities, Financial Services, Banking, Fixed Income, Wealth Management..., Mutual Funds, Investment Management
Education
Southern Methodist University - Cox School of Business 1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance and Real Estate
Bank of Oklahoma March 1997 - Present
Boatmen's Trust Company June 1990 - March 1997
Skills
401k, Defined Contribution, ERISA, Wealth Management, Investments, Asset Allocation, Asset Managment, Portfolio Management, Asset Custody, Mineral Management, Real Estate Management, New Business Development, Asset Management, Retirement Planning, Investment Advisory, Securities, Financial Services, Banking, Fixed Income, Wealth Management..., Mutual Funds, Investment Management
Education
Southern Methodist University - Cox School of Business 1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance and Real Estate
Pat Moon Pat Moon's Boatmen's Trust Company Experience 1995 - 1997
Job Managing Principal at Meridian Investment Advisors
Industry Investment Management
Experience
Meridian Investment Advisors May 1997 - Present
Boatmen's Trust Company 1995 - 1997
Simmons First National Bank 1990 - 1994
First Commercial Trust 1987 - 1990
Skills
Portfolio Management, Defined Contribution, Defined Benefit, 401k Rollovers, Investment Advisory, Investment Strategies, Investments, Retirement Planning, Investment Management, 401k, Pensions, Bonds, Wealth Management, Asset Allocation, High Net Worth..., Asset Management
Education
Texas Christian University - M.J. Neeley School of Business 1984 — 1985
Master of Business Administration (MBA), Finance, General
University of Central Arkansas 1980 — 1984
Bachelor of Business Administration (BBA), Finance, General
Conway High School
Meridian Investment Advisors May 1997 - Present
Boatmen's Trust Company 1995 - 1997
Simmons First National Bank 1990 - 1994
First Commercial Trust 1987 - 1990
Skills
Portfolio Management, Defined Contribution, Defined Benefit, 401k Rollovers, Investment Advisory, Investment Strategies, Investments, Retirement Planning, Investment Management, 401k, Pensions, Bonds, Wealth Management, Asset Allocation, High Net Worth..., Asset Management
Education
Texas Christian University - M.J. Neeley School of Business 1984 — 1985
Master of Business Administration (MBA), Finance, General
University of Central Arkansas 1980 — 1984
Bachelor of Business Administration (BBA), Finance, General
Conway High School
Kelly Drury Kelly Drury's Boatmen's Trust Company Experience 1993 - 1998
Job Human Resources Specialist at Buckingham Family of Financial Services
Industry Investment Management
Experience
Buckingham Family of Financial Services January 2015 - Present
QRS Recycling April 2014 - January 2015
Summit Strategies September 2006 - March 2014
MasterCard 1998 - 2006
Boatmen's Trust Company 1993 - 1998
Education
Saint Louis University 1988 — 1992
Bachelor of Science in Business Administration
Buckingham Family of Financial Services January 2015 - Present
QRS Recycling April 2014 - January 2015
Summit Strategies September 2006 - March 2014
MasterCard 1998 - 2006
Boatmen's Trust Company 1993 - 1998
Education
Saint Louis University 1988 — 1992
Bachelor of Science in Business Administration
Jerry Rueckert, CFA, CAIA Jerry Rueckert, CFA, CAIA's Boatmen's Trust Company Experience October 1995 - July 1997
Job Principal, Mercer Hammond Investment Consulting
Industry Financial Services
Experience
Mercer Hammond Investment Consulting 2005 - Present
A.G. Edwards Trust Company July 1997 - August 2005
Boatmen's Trust Company October 1995 - July 1997
Skills
Asset Allocation, Investment Strategies, Financial Analysis, Alternative Investments, Asset Management, Mutual Funds, Due Diligence, Investment Advisory, Investment Management, Equities, Bloomberg, Business Strategy, Leadership, Financial Reporting, Process Improvement, Financial Modeling, Investments, Portfolio Management, Risk Management, Hedge Funds, Wealth Management
Education
Saint Louis University 1992 — 1993
Master's degree, Accounting and Finance
Saint Louis University 1986 — 1990
Bachelor of Science (B.S.), Finance, General
Mercer Hammond Investment Consulting 2005 - Present
A.G. Edwards Trust Company July 1997 - August 2005
Boatmen's Trust Company October 1995 - July 1997
Skills
Asset Allocation, Investment Strategies, Financial Analysis, Alternative Investments, Asset Management, Mutual Funds, Due Diligence, Investment Advisory, Investment Management, Equities, Bloomberg, Business Strategy, Leadership, Financial Reporting, Process Improvement, Financial Modeling, Investments, Portfolio Management, Risk Management, Hedge Funds, Wealth Management
Education
Saint Louis University 1992 — 1993
Master's degree, Accounting and Finance
Saint Louis University 1986 — 1990
Bachelor of Science (B.S.), Finance, General
Shawn Graves Shawn Graves's Boatmen's Trust Company Experience 1994 - 1997
Job Managing Director at U.S. Bank
Industry Banking
Experience
U.S. Bank 1997 - Present
Boatmen's Trust Company 1994 - 1997
Skills
Loan Syndications, Capital Markets, Capital Structure, Middle Market, Healthcare Finance, Syndications, Asset Based Lending
Education
St. Louis University 1995 — 1996
Master of Business Administration (MBA), Finance
University of Missouri-Saint Louis 1988 — 1993
Bachelor of Business Administration: Finance, Bachelor of Science: Economics
U.S. Bank 1997 - Present
Boatmen's Trust Company 1994 - 1997
Skills
Loan Syndications, Capital Markets, Capital Structure, Middle Market, Healthcare Finance, Syndications, Asset Based Lending
Education
St. Louis University 1995 — 1996
Master of Business Administration (MBA), Finance
University of Missouri-Saint Louis 1988 — 1993
Bachelor of Business Administration: Finance, Bachelor of Science: Economics
Ryan Easley Ryan Easley's Boatmen's Trust Company Experience March 1996 - January 1998
Job
Industry Financial Services
Experience
Northern Trust March 2004 - Present
State Street Bank July 2001 - August 2003
Deutsche Bank/Bankers Trust January 1998 - June 2000
Boatmens Trust Company March 1996 - January 1998
Skills
Collateral Management, Estate Planning, Trust Services, Wealth Management, Investment Management, Trust Management, Trusts, Banking, Private Banking, Fiduciary, High Net Worth..., Asset Allocation, Securities, Wealth Management..., Financial Services, Portfolio Management, Equities, Financial Advisory, Estate Tax Planning, Strategic Financial..., Capital Markets, Investment Strategies, Financial Analysis, Fixed Income, Asset Management, Investment Advisory, Alternative Investments, Financial Markets, Cash Management, Financial Planning
Education
Missouri State University
Bachelor of Science
University of Missouri-Saint Louis
Masters
Northern Trust March 2004 - Present
State Street Bank July 2001 - August 2003
Deutsche Bank/Bankers Trust January 1998 - June 2000
Boatmens Trust Company March 1996 - January 1998
Skills
Collateral Management, Estate Planning, Trust Services, Wealth Management, Investment Management, Trust Management, Trusts, Banking, Private Banking, Fiduciary, High Net Worth..., Asset Allocation, Securities, Wealth Management..., Financial Services, Portfolio Management, Equities, Financial Advisory, Estate Tax Planning, Strategic Financial..., Capital Markets, Investment Strategies, Financial Analysis, Fixed Income, Asset Management, Investment Advisory, Alternative Investments, Financial Markets, Cash Management, Financial Planning
Education
Missouri State University
Bachelor of Science
University of Missouri-Saint Louis
Masters
Christopher Hillcoat's Boatmen's Trust Company Experience August 1984 - May 1997
Job President, Metis Solutions LLC
Industry Capital Markets
Experience
Metis Solutions LLC May 2005 - Present
LaSalle Bank NA May 1997 - April 2005
Boatmen's Trust Company August 1984 - May 1997
Juniata College August 1980 - August 1982
Skills
Team Building, Strategic Planning, Risk Management, Capital Markets, Corporate Trust, Management Consulting, Asset Management, New Business Development, Portfolio Management, Banking, Securities, Leadership, Business Development, Start-ups, Management, Business Planning, Financial Services, Strategy, Product Management
Education
Washington University in St. Louis School of Law 1982 — 1986
JD
Washington University in St. Louis 1982 — 1986
MA, Political Science
Trinity College-Hartford 1976 — 1980
BA, Political Science
St. Albans School 1967 — 1976
Metis Solutions LLC May 2005 - Present
LaSalle Bank NA May 1997 - April 2005
Boatmen's Trust Company August 1984 - May 1997
Juniata College August 1980 - August 1982
Skills
Team Building, Strategic Planning, Risk Management, Capital Markets, Corporate Trust, Management Consulting, Asset Management, New Business Development, Portfolio Management, Banking, Securities, Leadership, Business Development, Start-ups, Management, Business Planning, Financial Services, Strategy, Product Management
Education
Washington University in St. Louis School of Law 1982 — 1986
JD
Washington University in St. Louis 1982 — 1986
MA, Political Science
Trinity College-Hartford 1976 — 1980
BA, Political Science
St. Albans School 1967 — 1976
Ron Shortenhaus Ron Shortenhaus's Boatmen's Trust Company Experience 1995 - 1997
Job Investment Management Business Development Professional
Industry Investment Management
Experience
Athene Asset Management 2008 - 2015
WB Capital Management 1997 - 2008
Boatmen's Trust Company 1995 - 1997
Skills
Investment Management, Institutional Sales, Consultant Relations, Relationship Management, Fixed Income, High Yield Bonds, Equities, Hedge Funds, Stable Value, Private Placements, Institutional..., Business Development, Asset Management, Investments, Investment Strategies
Education
Drake University
MBA, Business Administration
Morningside College
BS, Business Administration
Athene Asset Management 2008 - 2015
WB Capital Management 1997 - 2008
Boatmen's Trust Company 1995 - 1997
Skills
Investment Management, Institutional Sales, Consultant Relations, Relationship Management, Fixed Income, High Yield Bonds, Equities, Hedge Funds, Stable Value, Private Placements, Institutional..., Business Development, Asset Management, Investments, Investment Strategies
Education
Drake University
MBA, Business Administration
Morningside College
BS, Business Administration
Noel D. Goeddel, CFA's Boatmen's Trust Company Experience May 1996 - September 1996
Job Senior Portfolio Manager
Industry Investment Management
Experience
U.S. Bank September 2012 - Present
Holt-Smith Advisors, Inc. October 1999 - September 2012
Bank of America July 1997 - October 1999
Boatmen's Trust Company May 1996 - September 1996
Skills
Portfolio Management, Asset Allocation, Equities, Investments, Valuation, Alternative Investments, Investment Management, Fixed Income, Equity Research, Mutual Funds
Education
University of Illinois at Urbana-Champaign - College of Business 1993 — 1997
BS, Finance
U.S. Bank September 2012 - Present
Holt-Smith Advisors, Inc. October 1999 - September 2012
Bank of America July 1997 - October 1999
Boatmen's Trust Company May 1996 - September 1996
Skills
Portfolio Management, Asset Allocation, Equities, Investments, Valuation, Alternative Investments, Investment Management, Fixed Income, Equity Research, Mutual Funds
Education
University of Illinois at Urbana-Champaign - College of Business 1993 — 1997
BS, Finance
Kara Beam Kara Beam's Boatmen's Trust Company Experience 1996 - 1997
Job AVP Advisor Solutions at Scottrade® Advisor Services
Industry Management Consulting
Experience
Scottrade® Advisor Services August 2015 - Present
Morningstar February 2011 - July 2015
Independent Advisors, LLC February 2010 - February 2011
Charles Schwab Advisor Services July 2006 - February 2010
TIAA-CREF April 2005 - March 2006
Walnut Street Securities 1999 - 2005
Boatmen's Trust Company 1996 - 1997
Skills
Wealth Management, Mutual Funds, Investment Advisory, Business Planning, Asset Allocation, Investments, Asset Management, Investment Management, Strategic Financial..., Portfolio Management, Series 63, Investment Strategies, Financial Services, Business Development, Series 7, ETFs, Financial Advisory, 401k, Retirement Planning
Education
University of Missouri-Saint Louis 1988 — 1992
BS, Business and Accounting
Scottrade® Advisor Services August 2015 - Present
Morningstar February 2011 - July 2015
Independent Advisors, LLC February 2010 - February 2011
Charles Schwab Advisor Services July 2006 - February 2010
TIAA-CREF April 2005 - March 2006
Walnut Street Securities 1999 - 2005
Boatmen's Trust Company 1996 - 1997
Skills
Wealth Management, Mutual Funds, Investment Advisory, Business Planning, Asset Allocation, Investments, Asset Management, Investment Management, Strategic Financial..., Portfolio Management, Series 63, Investment Strategies, Financial Services, Business Development, Series 7, ETFs, Financial Advisory, 401k, Retirement Planning
Education
University of Missouri-Saint Louis 1988 — 1992
BS, Business and Accounting
Jim Lubinski Jim Lubinski's Boatmen's Trust Company Experience April 1994 - July 1995
Job Senior Executive at Technical Excellence Group TEG
Industry Staffing and Recruiting
Experience
Technical Excellence Group - TEG March 2015 - Present
Local Cloud9 July 2013 - November 2014
Capstone Technology Solutions May 2011 - June 2013
Imerica Life and Health Insurance 2008 - April 2011
Tipperary Partners 2008 - 2010
Western Union 2006 - 2008
First Data Corporation 2002 - 2006
Galileo International 1995 - 2001
Boatmen's Trust Company April 1994 - July 1995
NBD Bank May 1978 - April 1994
Skills
Data Center, Strategy, IT Strategy, Management, New Business Development, Process Improvement, Start-ups, IT Management, Mergers & Acquisitions, Enterprise Software, Analytics, Outsourcing, Storage, Finance, Integration, SaaS, CRM, Leadership, Operations Management, Executive Management, Disaster Recovery, Customer Service, Program Management, Information Technology, Business Process..., Strategic Planning, Professional Services, Business Analysis, Change Management, Business Strategy, Project Management, Strategic Partnerships, Cloud Computing, Risk Management, Virtualization, Financial Services, Consulting, Product Management, Vendor Management, Business Intelligence, Enterprise Architecture, Mergers, Business Development, Budgets, Software Project..., Project Planning, Due Diligence, Team Building, Business Relationship..., Marketing
Education
Wayne State University 1979 — 1982
MBA, Finance
University of Michigan-Dearborn 1974 — 1978
BS, with Distinction, Mathematics
St. Francis High School
Technical Excellence Group - TEG March 2015 - Present
Local Cloud9 July 2013 - November 2014
Capstone Technology Solutions May 2011 - June 2013
Imerica Life and Health Insurance 2008 - April 2011
Tipperary Partners 2008 - 2010
Western Union 2006 - 2008
First Data Corporation 2002 - 2006
Galileo International 1995 - 2001
Boatmen's Trust Company April 1994 - July 1995
NBD Bank May 1978 - April 1994
Skills
Data Center, Strategy, IT Strategy, Management, New Business Development, Process Improvement, Start-ups, IT Management, Mergers & Acquisitions, Enterprise Software, Analytics, Outsourcing, Storage, Finance, Integration, SaaS, CRM, Leadership, Operations Management, Executive Management, Disaster Recovery, Customer Service, Program Management, Information Technology, Business Process..., Strategic Planning, Professional Services, Business Analysis, Change Management, Business Strategy, Project Management, Strategic Partnerships, Cloud Computing, Risk Management, Virtualization, Financial Services, Consulting, Product Management, Vendor Management, Business Intelligence, Enterprise Architecture, Mergers, Business Development, Budgets, Software Project..., Project Planning, Due Diligence, Team Building, Business Relationship..., Marketing
Education
Wayne State University 1979 — 1982
MBA, Finance
University of Michigan-Dearborn 1974 — 1978
BS, with Distinction, Mathematics
St. Francis High School
Daniel Watt Daniel Watt's Boatmen's Trust Company Experience 1988 - 1994
Job Senior Vice President at U. S. Bank
Industry Financial Services
Experience
U. S. Bank August 2010 - Present
Fiduciary Advisors, Inc. November 2009 - August 2010
Northern Trust company March 2000 - June 2008
Bank of America 1994 - 1999
Boatmen's Trust Company 1988 - 1994
Skills
Wealth Management, Banking, Portfolio Management, Asset Management, Investments, Trust Management, Asset Managment, Estate Planning, Due Diligence, Financial Advisory, Trust Services, Commercial Banking, Financial Services, Asset Allocation, Leadership, Private Banking, Investment Strategies, Management, Relationship Management, Investment Management, Investment Advisory, Retirement Planning, Fixed Income, Capital Markets, Wealth Management..., Financial Modeling
Education
University of Missouri-Kansas City School of Law 1969 — 1972
JD
Beloit College 1965 — 1969
BA, History
U. S. Bank August 2010 - Present
Fiduciary Advisors, Inc. November 2009 - August 2010
Northern Trust company March 2000 - June 2008
Bank of America 1994 - 1999
Boatmen's Trust Company 1988 - 1994
Skills
Wealth Management, Banking, Portfolio Management, Asset Management, Investments, Trust Management, Asset Managment, Estate Planning, Due Diligence, Financial Advisory, Trust Services, Commercial Banking, Financial Services, Asset Allocation, Leadership, Private Banking, Investment Strategies, Management, Relationship Management, Investment Management, Investment Advisory, Retirement Planning, Fixed Income, Capital Markets, Wealth Management..., Financial Modeling
Education
University of Missouri-Kansas City School of Law 1969 — 1972
JD
Beloit College 1965 — 1969
BA, History
Kris Horvath Kris Horvath's Boatmen's Trust Company Experience 1993 - 1996
Job MasterCard Worldwide
Industry Information Technology and Services
Experience
MasterCard April 2012 - Present
Citi May 2009 - April 2012
MasterCard April 2006 - March 2009
MasterCard January 2004 - April 2006
Farmers Insurance Group 2003 - 2003
INNOLOG September 2002 - December 2002
MasterCard August 1998 - December 2001
MasterCard July 1997 - August 1998
NationsBank NA January 1996 - July 1997
Boatmen's Trust Company 1993 - 1996
Skills
SDLC, Cross-functional Team..., Project Management, Software Documentation, Business Analysis, Management, Quality Assurance, Project Delivery, Program Management, Business Intelligence, Software Development, Software Project..., Testing
Education
Webster University 1993 — 1995
MA, Computer & Information Management
Eastern Illinois University 1980 — 1984
BS, Computer Management
MasterCard April 2012 - Present
Citi May 2009 - April 2012
MasterCard April 2006 - March 2009
MasterCard January 2004 - April 2006
Farmers Insurance Group 2003 - 2003
INNOLOG September 2002 - December 2002
MasterCard August 1998 - December 2001
MasterCard July 1997 - August 1998
NationsBank NA January 1996 - July 1997
Boatmen's Trust Company 1993 - 1996
Skills
SDLC, Cross-functional Team..., Project Management, Software Documentation, Business Analysis, Management, Quality Assurance, Project Delivery, Program Management, Business Intelligence, Software Development, Software Project..., Testing
Education
Webster University 1993 — 1995
MA, Computer & Information Management
Eastern Illinois University 1980 — 1984
BS, Computer Management
Angela Harvey, SPHR, SHRM-SCP Angela Harvey, SPHR, SHRM-SCP's Boatmen's Trust Company Experience 1988 - November 1995
Job Director of Human Resources
Industry Human Resources
Experience
Maine State Credit Union December 2012 - Present
Finance Authority of Maine July 1997 - December 2012
American Cancer Society January 1996 - July 1997
Boatmen's Trust Company 1988 - November 1995
Skills
Talent Management, Policy, Leadership, Succession Planning, Employee Relations, Recruiting, Program Management, Benefits Administration, Performance Management, Management, Deferred Compensation, Strategic Planning, Strategy, Conflict Resolution, Employee Engagement, Fundraising, Microsoft Office, Employee Benefits, SPHR, Change Management, Compensation & Benefits..., Employment Law..., HR Consulting, Management Consulting, Performance Improvement, Non-profits, Employee Training, Feedback Management, Training & Development, Recruitment & Retention, Strengthening Teams, Volunteer Management, Office Administration, Coaching, Executive Coaching, Organizational..., Leadership Development, Human Resources, Team Building, Onboarding, Interviews, Training, Personnel Management
Education
Southwestern Illinois College
Associate of Science (A.S.), Legal Administration
Thomas College
Bachelor of Science (B.S.), Business Administration
Maine State Credit Union December 2012 - Present
Finance Authority of Maine July 1997 - December 2012
American Cancer Society January 1996 - July 1997
Boatmen's Trust Company 1988 - November 1995
Skills
Talent Management, Policy, Leadership, Succession Planning, Employee Relations, Recruiting, Program Management, Benefits Administration, Performance Management, Management, Deferred Compensation, Strategic Planning, Strategy, Conflict Resolution, Employee Engagement, Fundraising, Microsoft Office, Employee Benefits, SPHR, Change Management, Compensation & Benefits..., Employment Law..., HR Consulting, Management Consulting, Performance Improvement, Non-profits, Employee Training, Feedback Management, Training & Development, Recruitment & Retention, Strengthening Teams, Volunteer Management, Office Administration, Coaching, Executive Coaching, Organizational..., Leadership Development, Human Resources, Team Building, Onboarding, Interviews, Training, Personnel Management
Education
Southwestern Illinois College
Associate of Science (A.S.), Legal Administration
Thomas College
Bachelor of Science (B.S.), Business Administration
Bruce Talen Bruce Talen's Boatmen's Trust Company Experience 1991 - 1998
Job Sr. Vice President at The Commerce Trust Company
Industry Financial Services
Experience
The Commerce Trust Company February 2004 - Present
Eastwood Financial Corporation 2000 - Present
Bank of America 1991 - 2004
Boatmen's Trust Company 1991 - 1998
Education
Washington University in St. Louis School of Law 1980 — 1983
Doctor of Law (J.D.)
St. Olaf College 1975 — 1979
Bachelor of Arts (B.A.), Economics
The Commerce Trust Company February 2004 - Present
Eastwood Financial Corporation 2000 - Present
Bank of America 1991 - 2004
Boatmen's Trust Company 1991 - 1998
Education
Washington University in St. Louis School of Law 1980 — 1983
Doctor of Law (J.D.)
St. Olaf College 1975 — 1979
Bachelor of Arts (B.A.), Economics
Kevin Harley, MBA, AIF, CEBS Kevin Harley, MBA, AIF, CEBS's Boatmen's Trust Company Experience June 1993 - June 1998
Job Investment Management, 401(k) and Institutional Sales. Seeking New Opportunities.
Industry Financial Services
Experience
Harley & Associates November 2010 - Present
M&I Institutional Trust Services February 2009 - November 2010
M&I Institutional Trust Services October 2003 - February 2009
DeMarche Associates, Inc. June 1998 - October 2003
Boatmen's Trust Company June 1993 - June 1998
Boatmen's Trust Company June 1988 - June 1993
Boatmen's Trust company January 1986 - June 1988
A.G. Becker/SEI Funds Evaluation September 1983 - January 1986
Skills
Retirement, Investments, Institutional, Pensions, Investment Management..., 401(k) Sales, Defined Benefit Sales, Investment Due Diligence, Retirement Income, Wholesaler, Sales Management, Thought Leadership, 401k, Investment Management, Management, Asset Allocation, Retirement Plan..., ERISA, Employee Benefits, Investment Strategies, CRM, Investment Advisory, Defined Benefit, Defined Contribution, Fixed Income, Due Diligence, Asset Management, Equities, Portfolio Management, Retirement Planning, Mutual Funds, Series 7, Financial Services, Financial Advisory
Education
Eastern Illinois University 1981 — 1982
M.B.A., Business
Eastern Illinois University 1977 — 1981
B.A., Social Science/Political Science
Harley & Associates November 2010 - Present
M&I Institutional Trust Services February 2009 - November 2010
M&I Institutional Trust Services October 2003 - February 2009
DeMarche Associates, Inc. June 1998 - October 2003
Boatmen's Trust Company June 1993 - June 1998
Boatmen's Trust Company June 1988 - June 1993
Boatmen's Trust company January 1986 - June 1988
A.G. Becker/SEI Funds Evaluation September 1983 - January 1986
Skills
Retirement, Investments, Institutional, Pensions, Investment Management..., 401(k) Sales, Defined Benefit Sales, Investment Due Diligence, Retirement Income, Wholesaler, Sales Management, Thought Leadership, 401k, Investment Management, Management, Asset Allocation, Retirement Plan..., ERISA, Employee Benefits, Investment Strategies, CRM, Investment Advisory, Defined Benefit, Defined Contribution, Fixed Income, Due Diligence, Asset Management, Equities, Portfolio Management, Retirement Planning, Mutual Funds, Series 7, Financial Services, Financial Advisory
Education
Eastern Illinois University 1981 — 1982
M.B.A., Business
Eastern Illinois University 1977 — 1981
B.A., Social Science/Political Science
Randy McPhail's Boatmen's Trust Company Experience September 1991 - August 1996
Job Senior Vice President, National Sales Team, Institutional Asset Management at UMB Bank
Industry Financial Services
Experience
UMB Bank April 2013 - Present
UMB Bank, n.a. February 2010 - April 2013
Columbia Capital Management, LLC October 2000 - January 2010
UMB Bank August 1996 - October 2000
Boatmen's Trust Company September 1991 - August 1996
Education
Canon Financial Institute 1993 — 1998
Corporate Trust I, II and III
The University of Kansas 1986 — 1990
Bachelor of Arts, Human Resources and Communications
UMB Bank April 2013 - Present
UMB Bank, n.a. February 2010 - April 2013
Columbia Capital Management, LLC October 2000 - January 2010
UMB Bank August 1996 - October 2000
Boatmen's Trust Company September 1991 - August 1996
Education
Canon Financial Institute 1993 — 1998
Corporate Trust I, II and III
The University of Kansas 1986 — 1990
Bachelor of Arts, Human Resources and Communications
Christopher A. Chaney Christopher A. Chaney's Boatmen's Trust Company Experience 1991 - 1993
Job Director, Investor Relations at SunEdison (formerly MEMC Electronic Materials)
Industry Financial Services
Experience
SunEdison Semiconductor February 2011 - Present
Wells Fargo Advisors, LLC November 2010 - February 2011
NextEra Energy Power Marketing, LLC July 2009 - July 2010
Stanford Group Company March 2004 - March 2009
A.G. Edwards & Sons, Inc. May 1994 - February 2003
Boatmen's Trust Company 1991 - 1993
Skills
Financial Modeling, Investment Management, Financial Analysis, Equity Research, Investments, Due Diligence, Strategy, Investment Banking, Valuation, Market Research, Private Equity, Investor Relations, Finance, Executive Management, Venture Capital, Equities
Education
Washington University in St. Louis - Olin Business School 1993 — 1997
MBA, Corporate Finance
Tulane University - A.B. Freeman School of Business 1987 — 1991
BSM, Accounting / Finance
St. Louis Country Day 1986 — 1987
SunEdison Semiconductor February 2011 - Present
Wells Fargo Advisors, LLC November 2010 - February 2011
NextEra Energy Power Marketing, LLC July 2009 - July 2010
Stanford Group Company March 2004 - March 2009
A.G. Edwards & Sons, Inc. May 1994 - February 2003
Boatmen's Trust Company 1991 - 1993
Skills
Financial Modeling, Investment Management, Financial Analysis, Equity Research, Investments, Due Diligence, Strategy, Investment Banking, Valuation, Market Research, Private Equity, Investor Relations, Finance, Executive Management, Venture Capital, Equities
Education
Washington University in St. Louis - Olin Business School 1993 — 1997
MBA, Corporate Finance
Tulane University - A.B. Freeman School of Business 1987 — 1991
BSM, Accounting / Finance
St. Louis Country Day 1986 — 1987
Doreen Knapik's Boatmen's Trust Company Experience September 1994 - January 1997
Job Senior Communications Specialist at Edward Jones
Industry Marketing and Advertising
Experience
Edward Jones February 2015 - Present
dkCreative November 2005 - February 2015
Bank of America November 2003 - November 2005
NationsBank January 1997 - November 2003
Boatmen's Trust Company September 1994 - January 1997
Skills
Marketing Communications, Messaging, Thought Leadership, Corporate Communications, Copywriting, Strategy, Investments, Marketing, Project Management, Financial Services, Corporate Branding, Content Strategy, Internal Communications
Education
Saint Peter's University 1986 — 1991
B.A., English, Marketing, Journalism
Saint Dominic Academy
Edward Jones February 2015 - Present
dkCreative November 2005 - February 2015
Bank of America November 2003 - November 2005
NationsBank January 1997 - November 2003
Boatmen's Trust Company September 1994 - January 1997
Skills
Marketing Communications, Messaging, Thought Leadership, Corporate Communications, Copywriting, Strategy, Investments, Marketing, Project Management, Financial Services, Corporate Branding, Content Strategy, Internal Communications
Education
Saint Peter's University 1986 — 1991
B.A., English, Marketing, Journalism
Saint Dominic Academy
Janice Stark's Boatmen's Trust Company Experience 1989 - 1997
Job Trust Operations Associate
Industry Financial Services
Experience
Trust Sourcing Solutions, LLC 2012 - Present
Trust Sourcing Solutions, LLC 2000 - Present
Trust Sourcing Solutions, LLC 2000 - Present
Midwest Trust Company 2000 - 2015
FCI 1998 - 2000
NationsBank NA 1997 - 1998
Boatmen's Trust Company 1989 - 1997
Boatmen's Trust Company 1989 - 1997
Boatmen's Trust Company 1989 - 1997
Skills
Corporate Action..., Microsoft Excel, Microsoft Word, Organization Skills, Data Entry, Strategic Planning, Microsoft Office
Education
American Institute of Banking
Trust Operations
Kansas State University 1980 — 1985
Bachelor of Science (B.S.), Clothing & Textiles with Option in Apparel & Textile Marketing
Bishop Ward High School 1976 — 1980
Trust Sourcing Solutions, LLC 2012 - Present
Trust Sourcing Solutions, LLC 2000 - Present
Trust Sourcing Solutions, LLC 2000 - Present
Midwest Trust Company 2000 - 2015
FCI 1998 - 2000
NationsBank NA 1997 - 1998
Boatmen's Trust Company 1989 - 1997
Boatmen's Trust Company 1989 - 1997
Boatmen's Trust Company 1989 - 1997
Skills
Corporate Action..., Microsoft Excel, Microsoft Word, Organization Skills, Data Entry, Strategic Planning, Microsoft Office
Education
American Institute of Banking
Trust Operations
Kansas State University 1980 — 1985
Bachelor of Science (B.S.), Clothing & Textiles with Option in Apparel & Textile Marketing
Bishop Ward High School 1976 — 1980
Joseph Kinnison, CFA Joseph Kinnison, CFA's Boatmen's Trust Company Experience June 1992 - May 1996
Job Director of Equity Research at JAG Capital Management
Industry Investment Management
Experience
JAG Capital Management April 2015 - Present
Argent Capital Management 2012 - April 2014
Kennedy Capital Management 2003 - 2012
American Express Financial Advisors January 1996 - March 2002
Boatmen's Trust Company June 1992 - May 1996
Skills
Equity Research, Portfolio Management, Asset Managment, Equities, Financial Modeling
Education
University of Wisconsin-Madison 1990 — 1991
Master of Science (MS), Finance, General
University of Wisconsin-Madison 1990 — 1991
Master of Science (M.S.), Finance, General
Rockhurst College 1986 — 1990
Bachelor of Business Administration (BBA), Finance and Financial Management Services
SLUH
JAG Capital Management April 2015 - Present
Argent Capital Management 2012 - April 2014
Kennedy Capital Management 2003 - 2012
American Express Financial Advisors January 1996 - March 2002
Boatmen's Trust Company June 1992 - May 1996
Skills
Equity Research, Portfolio Management, Asset Managment, Equities, Financial Modeling
Education
University of Wisconsin-Madison 1990 — 1991
Master of Science (MS), Finance, General
University of Wisconsin-Madison 1990 — 1991
Master of Science (M.S.), Finance, General
Rockhurst College 1986 — 1990
Bachelor of Business Administration (BBA), Finance and Financial Management Services
SLUH
Judy Kliethermes's Boatmen's Trust Company Experience 1994 - 1996
Job Senior Consultant at Grant Cooper & Associates
Industry Staffing and Recruiting
Experience
Grant Cooper Healthcare November 2011 - Present
Grant Cooper & Associates 2011 - 2015
Grant Cooper & Associates 2011 - 2015
Cejka Executive Search January 2010 - October 2011
Cejka Executive Search September 2004 - December 2009
Bunge North America 2001 - December 2003
Bank of America 1998 - 2000
NationsBank 1996 - 1998
Boatmen's Trust Company 1994 - 1996
AAA 1992 - 1994
Skills
Revenue Cycle, Talent Acquisition, Executive Search, Public Relations, Healthcare, Recruiting, Strategy, Hospitals, Managed Care, Talent Management, Leadership Development, Physicians, Performance Improvement, EHR, Healthcare Industry, Employee Relations, Healthcare Consulting, Healthcare Management, Marketing, Healthcare Information..., Applicant Tracking..., Strategic Planning, Business Development, Nonprofits, Team Building, Data Analysis, Management, Clinical Research, Sourcing, Interviews, Organizational..., Management Consulting, Human Resources, Leadership
Education
Missouri State University
B.S., Communication
Grant Cooper Healthcare November 2011 - Present
Grant Cooper & Associates 2011 - 2015
Grant Cooper & Associates 2011 - 2015
Cejka Executive Search January 2010 - October 2011
Cejka Executive Search September 2004 - December 2009
Bunge North America 2001 - December 2003
Bank of America 1998 - 2000
NationsBank 1996 - 1998
Boatmen's Trust Company 1994 - 1996
AAA 1992 - 1994
Skills
Revenue Cycle, Talent Acquisition, Executive Search, Public Relations, Healthcare, Recruiting, Strategy, Hospitals, Managed Care, Talent Management, Leadership Development, Physicians, Performance Improvement, EHR, Healthcare Industry, Employee Relations, Healthcare Consulting, Healthcare Management, Marketing, Healthcare Information..., Applicant Tracking..., Strategic Planning, Business Development, Nonprofits, Team Building, Data Analysis, Management, Clinical Research, Sourcing, Interviews, Organizational..., Management Consulting, Human Resources, Leadership
Education
Missouri State University
B.S., Communication
Jennifer Dettwiler Jennifer Dettwiler's Boatmen's Trust Company Experience 1995 - 1997
Job Manager, P2P Process Improvements at Elsevier
Industry Electrical/Electronic Manufacturing
Experience
Elsevier February 2014 - Present
Elsevier May 2012 - Present
Nidec Motor Corporation October 2010 - October 2011
Emerson Motor Company 2008 - 2010
Emerson Motor Company 2003 - 2008
Agribrands International 1999 - 2001
Hyundai Merchant Marine 1998 - 1999
Ralston Purina 1997 - 1998
Boatmen's Trust Company 1995 - 1997
Skills
Advanced Quality..., Make/Buy Analysis, Contract Negotiations, Root Cause Analysis, Vendor Management, Reverse Auctions, Microsoft Office, Oracle, Multitasker, Continuous Improvement, Contract Negotiation, Cross-functional Team..., Lean Manufacturing, Make/Buy Decisions, Management, Manufacturing, Outsourcing, Project Management, Sourcing, Supply Chain, eSourcing
Education
Southern Illinois University, Edwardsville 1989 — 1994
B.S. in Business Economics, Business/Managerial Economics
Granite City High School
Elsevier February 2014 - Present
Elsevier May 2012 - Present
Nidec Motor Corporation October 2010 - October 2011
Emerson Motor Company 2008 - 2010
Emerson Motor Company 2003 - 2008
Agribrands International 1999 - 2001
Hyundai Merchant Marine 1998 - 1999
Ralston Purina 1997 - 1998
Boatmen's Trust Company 1995 - 1997
Skills
Advanced Quality..., Make/Buy Analysis, Contract Negotiations, Root Cause Analysis, Vendor Management, Reverse Auctions, Microsoft Office, Oracle, Multitasker, Continuous Improvement, Contract Negotiation, Cross-functional Team..., Lean Manufacturing, Make/Buy Decisions, Management, Manufacturing, Outsourcing, Project Management, Sourcing, Supply Chain, eSourcing
Education
Southern Illinois University, Edwardsville 1989 — 1994
B.S. in Business Economics, Business/Managerial Economics
Granite City High School
Martha Kreipke Martha Kreipke's Boatmen's Trust Company Experience September 1982 - January 1994
Job Manager Human Resources and HIPAA Privacy Officer, Jewish Family & Children's Service
Industry Nonprofit Organization Management
Experience
Jewish Family & Children's Service - St. Louis August 1994 - Present
Boatmen's Trust Company September 1982 - January 1994
Azcon Corporation October 1979 - November 1982
McAuto June 1977 - November 1979
McDonnell Douglas May 1977 - November 1979
Skills
Organizational..., Strategic Planning, Non-profits, Leadership Development, Public Speaking, Human Resources, Nonprofits, Employee Relations, Recruiting, Coaching, Leadership, Training, Program Management, Conflict Resolution, Community Outreach, Performance Management, Career Development, Succession Planning
Education
Indiana University Bloomington 1975 — 1977
MA, United States History
Boston University 1973 — 1975
BA, American History and Civilization
University of Missouri-Saint Louis
MBA, Business;Information Systems
Jewish Family & Children's Service - St. Louis August 1994 - Present
Boatmen's Trust Company September 1982 - January 1994
Azcon Corporation October 1979 - November 1982
McAuto June 1977 - November 1979
McDonnell Douglas May 1977 - November 1979
Skills
Organizational..., Strategic Planning, Non-profits, Leadership Development, Public Speaking, Human Resources, Nonprofits, Employee Relations, Recruiting, Coaching, Leadership, Training, Program Management, Conflict Resolution, Community Outreach, Performance Management, Career Development, Succession Planning
Education
Indiana University Bloomington 1975 — 1977
MA, United States History
Boston University 1973 — 1975
BA, American History and Civilization
University of Missouri-Saint Louis
MBA, Business;Information Systems
Dana Weh's Boatmen's Trust Company Experience 1989 - 1999
Job Trust Officer at U.S. Bank
Industry Banking
Experience
U.S. Bank February 1999 - Present
Boatmen's Trust Company 1989 - 1999
Camp Ondessonk June 1986 - August 1989
Skills
Strategic Planning, Customer Service, Microsoft Excel, Microsoft Office, Team Building, Outlook, Microsoft Word, Project Management, PowerPoint, Small Business, Marketing, Leadership Development, Private Banking
Education
Kaskaskia College 1987 — 1989
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Mater Dei High School
U.S. Bank February 1999 - Present
Boatmen's Trust Company 1989 - 1999
Camp Ondessonk June 1986 - August 1989
Skills
Strategic Planning, Customer Service, Microsoft Excel, Microsoft Office, Team Building, Outlook, Microsoft Word, Project Management, PowerPoint, Small Business, Marketing, Leadership Development, Private Banking
Education
Kaskaskia College 1987 — 1989
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Mater Dei High School
Susan Sehrt Susan Sehrt's Boatmen's Trust Company Experience 1987 - 1997
Job Account Manager/Analyst at The Lutheran Church Missouri Synod
Industry Nonprofit Organization Management
Experience
The Lutheran Church - Missouri Synod October 2000 - Present
Bankers Trust Company 1997 - 2000
Boatmen's Trust Company 1987 - 1997
Skills
Auditing, Accounting, Finance, Financial Services, Investments, Leadership Development, Nonprofits, Policy, Securities, Strategic Planning, Training, Leadership, Budgets, Employee Benefits, Event Planning, Volunteer Management, Fundraising, Community Outreach
Education
Webster University 1995 — 2000
Bachelor of Arts (B.A.), Business Administration and Management, General
Richland Community College 1980 — 1982
Associate of Science (AS), Business Administration and Management, General
The Lutheran Church - Missouri Synod October 2000 - Present
Bankers Trust Company 1997 - 2000
Boatmen's Trust Company 1987 - 1997
Skills
Auditing, Accounting, Finance, Financial Services, Investments, Leadership Development, Nonprofits, Policy, Securities, Strategic Planning, Training, Leadership, Budgets, Employee Benefits, Event Planning, Volunteer Management, Fundraising, Community Outreach
Education
Webster University 1995 — 2000
Bachelor of Arts (B.A.), Business Administration and Management, General
Richland Community College 1980 — 1982
Associate of Science (AS), Business Administration and Management, General
Scott Moore, CFA Scott Moore, CFA's Boatmen's Trust Company Experience May 1994 - August 1996
Job President and Chief Investment Officer at Nuance Investments, LLC
Industry Investment Management
Experience
Nuance Investments, LLC November 2008 - Present
American Century Investments September 1996 - October 2008
Boatmen's Trust Company May 1994 - August 1996
Skills
Portfolio Management, Mutual Funds, Asset Allocation, Investment Strategies, Investments, Financial Analysis, Equities, Absolute Return, Asset Management, Investment Management, Equity Research
Education
University of Missouri-Columbia, College of Business 1987 — 1989
MBA, Finance
Nuance Investments, LLC November 2008 - Present
American Century Investments September 1996 - October 2008
Boatmen's Trust Company May 1994 - August 1996
Skills
Portfolio Management, Mutual Funds, Asset Allocation, Investment Strategies, Investments, Financial Analysis, Equities, Absolute Return, Asset Management, Investment Management, Equity Research
Education
University of Missouri-Columbia, College of Business 1987 — 1989
MBA, Finance
Joe Ince Joe Ince's Boatmen's Trust Company Experience 1986 - 1994
Job Sales and Client Service Professional
Industry Financial Services
Experience
Christian Union 2008 - 2010
U.S. Trust January 1999 - December 2002
Boatmen's Trust Company 1986 - 1994
Eagle Management & Trust Company 1972 - 1986
U.S. Navy 1964 - 1970
Skills
Fundraising, Equities, Strategic Planning, Business Development, Wealth Management, Public Speaking, Coaching, Program Management, Leadership Development, Leadership, Nonprofits, Strategy, New Business Development, Budgets, Public Relations, Community Outreach, Social Media, Marketing, Team Building, Entrepreneurship, Event Planning, Start-ups, Program Development, Management, Event Management, Project Management, Project Planning, Government, Organizational..., Social Networking, Training, Community Development, Teaching, Proposal Writing
Education
Harvard Business School 1970 — 1972
MBA
United States Naval Academy 1960 — 1964
B.S., Naval Science
Christian Union 2008 - 2010
U.S. Trust January 1999 - December 2002
Boatmen's Trust Company 1986 - 1994
Eagle Management & Trust Company 1972 - 1986
U.S. Navy 1964 - 1970
Skills
Fundraising, Equities, Strategic Planning, Business Development, Wealth Management, Public Speaking, Coaching, Program Management, Leadership Development, Leadership, Nonprofits, Strategy, New Business Development, Budgets, Public Relations, Community Outreach, Social Media, Marketing, Team Building, Entrepreneurship, Event Planning, Start-ups, Program Development, Management, Event Management, Project Management, Project Planning, Government, Organizational..., Social Networking, Training, Community Development, Teaching, Proposal Writing
Education
Harvard Business School 1970 — 1972
MBA
United States Naval Academy 1960 — 1964
B.S., Naval Science
Margaret Clancy's Boatmen's Trust Company Experience 1996 - 1999
Job Policy Director
Industry Research
Experience
Center for Social Development at Washington University in St. Louis March 1999 - Present
Boatmen's Trust Company 1996 - 1999
Boatmen's Trust Company 1987 - 1996
Boatmen's Trust Company 1984 - 1987
Skills
Asset Building, Community Outreach, Leadership, Grant Writing, Research, Public Policy, Grants, Policy, Philanthropy, Program Development, Policy Analysis, Community Organizing, Qualitative Research, Staff Development, Community Development, Program Management, Capacity Building, Organizational..., Proposal Writing, Fundraising, Program Evaluation, Public Speaking, Volunteer Management, Nonprofits, Economic Development, Leadership Development
Education
Washington University in St. Louis
Master of Social Work
Southern Illinois University, Edwardsville 1983 — 1984
Graduate Studies in Business Administration
Southern Illinois University, Edwardsville
Bachelor of Science, Business Administration
Center for Social Development at Washington University in St. Louis March 1999 - Present
Boatmen's Trust Company 1996 - 1999
Boatmen's Trust Company 1987 - 1996
Boatmen's Trust Company 1984 - 1987
Skills
Asset Building, Community Outreach, Leadership, Grant Writing, Research, Public Policy, Grants, Policy, Philanthropy, Program Development, Policy Analysis, Community Organizing, Qualitative Research, Staff Development, Community Development, Program Management, Capacity Building, Organizational..., Proposal Writing, Fundraising, Program Evaluation, Public Speaking, Volunteer Management, Nonprofits, Economic Development, Leadership Development
Education
Washington University in St. Louis
Master of Social Work
Southern Illinois University, Edwardsville 1983 — 1984
Graduate Studies in Business Administration
Southern Illinois University, Edwardsville
Bachelor of Science, Business Administration
Steve Venable, CFA Steve Venable, CFA's Boatmen's Trust Company Experience January 1994 - January 1998
Job Senior Account Executive at Diversified Investment Advisors
Industry Investment Management
Experience
Diversified Investment Advisors January 2009 - February 2010
American Express / Amerprise / Wachovia Retirement Services 2004 - December 2008
Midwest Pension Conference 2007 - 2008
U.S. Bank Institutional Services January 1998 - December 2002
Boatmen's Trust Company January 1994 - January 1998
Skills
Asset Management, Investments, Asset Allocation, Portfolio Management, Investment Strategies, Mutual Funds, Due Diligence, Client Service, Series 63, Series 7, Customer Relations, Securities, Retirement, Capital Markets, Economics, 401k, Research, Fixed Income, Equities, Investment Advisory, Alternative Investments, Financial Services, Retirement Planning, Discrete Mathematics, Combinatorics
Education
Kennesaw State University 2013 — 2015
Master of Arts, Mathematics Teacher Education, 6 - 12
Saint Louis University 1994 — 1997
MBA, Business
Southern Illinois University, Edwardsville 1992 — 1994
Master of Arts, Economics
Southeast Missouri State University 1986 — 1990
BS, Business and Economics
Diversified Investment Advisors January 2009 - February 2010
American Express / Amerprise / Wachovia Retirement Services 2004 - December 2008
Midwest Pension Conference 2007 - 2008
U.S. Bank Institutional Services January 1998 - December 2002
Boatmen's Trust Company January 1994 - January 1998
Skills
Asset Management, Investments, Asset Allocation, Portfolio Management, Investment Strategies, Mutual Funds, Due Diligence, Client Service, Series 63, Series 7, Customer Relations, Securities, Retirement, Capital Markets, Economics, 401k, Research, Fixed Income, Equities, Investment Advisory, Alternative Investments, Financial Services, Retirement Planning, Discrete Mathematics, Combinatorics
Education
Kennesaw State University 2013 — 2015
Master of Arts, Mathematics Teacher Education, 6 - 12
Saint Louis University 1994 — 1997
MBA, Business
Southern Illinois University, Edwardsville 1992 — 1994
Master of Arts, Economics
Southeast Missouri State University 1986 — 1990
BS, Business and Economics
Nick Marinos's Boatmen's Trust Company Experience 1991 - 1994
Job New job
Industry Investment Management
Experience
Private Client Resources March 2013 - November 2013
GlobeOp Financial Services October 2008 - March 2013
NexBank Securities June 2007 - October 2008
Interactive Brokers 2006 - 2007
Amaranth Group 2003 - 2005
American Express Financial 1996 - 2003
Boatmens Trust Company 1991 - 1994
Boston Safe Deposit 1985 - 1991
Skills
Fixed Income, Equities, Securities Lending, Project Management, Derivatives, Hedge Funds, Alternative Investments, Middle Office, Securities, Bloomberg, Fund Administration, Fund Accounting, Capital Markets, Back Office, Corporate Actions, Mutual Funds, Asset Management, Trading, Investments, Leadership, Risk Management
Education
University of Hartford 1981 — 1985
Bachelor of Arts (B.A.), Political Economy
Private Client Resources March 2013 - November 2013
GlobeOp Financial Services October 2008 - March 2013
NexBank Securities June 2007 - October 2008
Interactive Brokers 2006 - 2007
Amaranth Group 2003 - 2005
American Express Financial 1996 - 2003
Boatmens Trust Company 1991 - 1994
Boston Safe Deposit 1985 - 1991
Skills
Fixed Income, Equities, Securities Lending, Project Management, Derivatives, Hedge Funds, Alternative Investments, Middle Office, Securities, Bloomberg, Fund Administration, Fund Accounting, Capital Markets, Back Office, Corporate Actions, Mutual Funds, Asset Management, Trading, Investments, Leadership, Risk Management
Education
University of Hartford 1981 — 1985
Bachelor of Arts (B.A.), Political Economy
Larry Kincaid's Boatmen's Trust Company Experience March 1991 - March 1994
Job Senior Application Analyst at Argus Health Systems
Industry Human Resources
Experience
Argus Health Systems May 2014 - Present
Argus Health Systems September 2013 - April 2014
Argus Health Systems June 2008 - August 2013
Time Warner Cable September 2007 - February 2011
Kansas City Area Transportation Authority September 2007 - June 2008
QualStaff Resources/AMC Theatres January 2007 - August 2007
Kelly Services Inc/Quest Diagnostics May 2005 - January 2007
AT&T April 1994 - November 2004
Boatmen's Trust Company March 1991 - March 1994
Skills
HRIS, Deferred Compensation, Employee Relations, Benefits Administration, PeopleSoft, Onboarding, Workforce Planning, New Hire Orientations, Performance Management, HR Policies, Talent Acquisition, Policy, Applicant Tracking..., Human Resources, Healthcare, Employee Training
Education
Webster University 2004 — 2006
Dual MA, Human Resources Management/Development
Park University 2002 — 2004
BS, Management/Human Resources
Argus Health Systems May 2014 - Present
Argus Health Systems September 2013 - April 2014
Argus Health Systems June 2008 - August 2013
Time Warner Cable September 2007 - February 2011
Kansas City Area Transportation Authority September 2007 - June 2008
QualStaff Resources/AMC Theatres January 2007 - August 2007
Kelly Services Inc/Quest Diagnostics May 2005 - January 2007
AT&T April 1994 - November 2004
Boatmen's Trust Company March 1991 - March 1994
Skills
HRIS, Deferred Compensation, Employee Relations, Benefits Administration, PeopleSoft, Onboarding, Workforce Planning, New Hire Orientations, Performance Management, HR Policies, Talent Acquisition, Policy, Applicant Tracking..., Human Resources, Healthcare, Employee Training
Education
Webster University 2004 — 2006
Dual MA, Human Resources Management/Development
Park University 2002 — 2004
BS, Management/Human Resources
Helen Heimann's Boatmen's Trust Company Experience 1989 - 1994
Job Director of Regulatory Change Management
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2006 - Present
US Bank March 2004 - December 2005
Capital One 2000 - 2003
TDS Telecom November 1998 - November 2000
Boatmen's Trust Company 1989 - 1994
Boatmen's Trust Company 1989 - 1994
Skills
Business Analysis, Information Technology, Outsourcing, Project Management, IT Management, Budgets, SDLC, Financial Services, Vendor Management, PMO, Relationship Management, Risk Management, Business Intelligence, PMP
Education
Washington University in St. Louis 1989 — 1991
Masters, Information Management
Southern Illinois University, Carbondale 1980 — 1984
Bachelors, Data Processing
Wells Fargo Advisors, LLC January 2006 - Present
US Bank March 2004 - December 2005
Capital One 2000 - 2003
TDS Telecom November 1998 - November 2000
Boatmen's Trust Company 1989 - 1994
Boatmen's Trust Company 1989 - 1994
Skills
Business Analysis, Information Technology, Outsourcing, Project Management, IT Management, Budgets, SDLC, Financial Services, Vendor Management, PMO, Relationship Management, Risk Management, Business Intelligence, PMP
Education
Washington University in St. Louis 1989 — 1991
Masters, Information Management
Southern Illinois University, Carbondale 1980 — 1984
Bachelors, Data Processing
Wendy Nelson's Boatmen's Trust Company Experience April 1994 - June 1996
Job Owner at The Edify Group LLC and Rodan + Fields Consultant
Industry Professional Training & Coaching
Experience
The Edify Group LLC May 2014 - Present
Southwestern Energy March 2012 - May 2014
Southwestern Energy October 2007 - April 2012
Acxiom June 1996 - September 2007
Boatmen's Trust Company April 1994 - June 1996
Worthen Trust Company, Bank of Fayetteville, Union National Bank, First Commercial Trust September 1986 - April 1994
Skills
Program Management, Training, Leadership, Natural Gas, Investments, Software Documentation, Human Resources, Management, Portfolio Management, Project Management, Petroleum, Organizational..., Public Speaking, Employee Training, Analysis, Vendor Management, Project Planning, Logistics, Team Leadership, Business Process..., Team Building, Customer Service
Education
University of Arkansas at Fayetteville 1984 — 1986
Bachelor of Science in Business Administration, Administrative Management
Ouachita Baptist University 1982 — 1984
The Edify Group LLC May 2014 - Present
Southwestern Energy March 2012 - May 2014
Southwestern Energy October 2007 - April 2012
Acxiom June 1996 - September 2007
Boatmen's Trust Company April 1994 - June 1996
Worthen Trust Company, Bank of Fayetteville, Union National Bank, First Commercial Trust September 1986 - April 1994
Skills
Program Management, Training, Leadership, Natural Gas, Investments, Software Documentation, Human Resources, Management, Portfolio Management, Project Management, Petroleum, Organizational..., Public Speaking, Employee Training, Analysis, Vendor Management, Project Planning, Logistics, Team Leadership, Business Process..., Team Building, Customer Service
Education
University of Arkansas at Fayetteville 1984 — 1986
Bachelor of Science in Business Administration, Administrative Management
Ouachita Baptist University 1982 — 1984
Scott Bailey, CFP®'s Boatmen's Trust Company Experience October 1996 - September 1999
Job Portfolio Manager at TIAACREF Trust Company
Industry Financial Services
Experience
TIAA-CREF Trust Company, FSB February 2003 - Present
TIAA-CREF Trust Company October 1999 - January 2003
Boatmen's Trust Company October 1996 - September 1999
Skills
Asset Allocation, Investments, Financial Analysis, Strategic Financial..., Financial Modeling, Mutual Funds, Asset Managment, Portfolio Management, Wealth Management, Fixed Income, Equities, Retirement Planning, Equity Research, Financial Advisory, Investment Management, Investment Advisory, Asset Management, Investment Strategies, Alternative Investments, Wealth Management..., Due Diligence, Managerial Finance, Financial Services, Private Banking, Securities, Series 7, Financial Reporting, Capital Markets, Series 63, Private Equity, 401k, Estate Planning, Financial Planning
Education
Truman State University 1989 — 1992
Bachelor of Science (B.S.), Accounting
TIAA-CREF Trust Company, FSB February 2003 - Present
TIAA-CREF Trust Company October 1999 - January 2003
Boatmen's Trust Company October 1996 - September 1999
Skills
Asset Allocation, Investments, Financial Analysis, Strategic Financial..., Financial Modeling, Mutual Funds, Asset Managment, Portfolio Management, Wealth Management, Fixed Income, Equities, Retirement Planning, Equity Research, Financial Advisory, Investment Management, Investment Advisory, Asset Management, Investment Strategies, Alternative Investments, Wealth Management..., Due Diligence, Managerial Finance, Financial Services, Private Banking, Securities, Series 7, Financial Reporting, Capital Markets, Series 63, Private Equity, 401k, Estate Planning, Financial Planning
Education
Truman State University 1989 — 1992
Bachelor of Science (B.S.), Accounting
Patti Haffner's Boatmen's Trust Company Experience 1987 - 1997
Job Consultant at ACG
Industry Financial Services
Experience
ACG January 2003 - Present
Bank of America 1988 - 2001
Bank of America Capital Management 1988 - 2001
Boatmen's Trust Company 1987 - 1997
Skills
Equities, Portfolio Management, Asset Allocation, Investments, Investment Management, Wealth Management, Capital Markets, Financial Services, Valuation, Financial Advisory, Alternative Investments, Fixed Income, Private Equity, Investment Advisory, Equity Research, Financial Modeling, Financial Analysis, Strategic Financial...
Education
University of Missouri-Saint Louis 1978 — 1979
BA, Finance & Marketing
ACG January 2003 - Present
Bank of America 1988 - 2001
Bank of America Capital Management 1988 - 2001
Boatmen's Trust Company 1987 - 1997
Skills
Equities, Portfolio Management, Asset Allocation, Investments, Investment Management, Wealth Management, Capital Markets, Financial Services, Valuation, Financial Advisory, Alternative Investments, Fixed Income, Private Equity, Investment Advisory, Equity Research, Financial Modeling, Financial Analysis, Strategic Financial...
Education
University of Missouri-Saint Louis 1978 — 1979
BA, Finance & Marketing
Rachel Hewitt Weker's Boatmen's Trust Company Experience 1991 - 1998
Job Vice President, Marketing Technology & Product Development at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price 1998 - Present
Boatmen's Trust Company 1991 - 1998
Education
University of Illinois at Urbana-Champaign 1987 — 1991
T. Rowe Price 1998 - Present
Boatmen's Trust Company 1991 - 1998
Education
University of Illinois at Urbana-Champaign 1987 — 1991
Linda Lockwood's Boatmen's Trust Company Experience 1987 - 1997
Job SVP at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation March 2013 - Present
American Liver Foundation 2011 - August 2015
U.S. Bank May 1997 - March 2013
Boatmen's Trust Company 1987 - 1997
Boatmen's Trust Company 1987 - 1997
Skills
Banking, Portfolio Management, Credit, Commercial Banking, Investments, Asset Management, Financial Services, Commercial Lending, Investment Advisory, Employee Benefits, Private Banking
Education
Webster University 1995 — 2000
Masters, Management
Purdue University
BA, English, Earth Sciences
Regions Financial Corporation March 2013 - Present
American Liver Foundation 2011 - August 2015
U.S. Bank May 1997 - March 2013
Boatmen's Trust Company 1987 - 1997
Boatmen's Trust Company 1987 - 1997
Skills
Banking, Portfolio Management, Credit, Commercial Banking, Investments, Asset Management, Financial Services, Commercial Lending, Investment Advisory, Employee Benefits, Private Banking
Education
Webster University 1995 — 2000
Masters, Management
Purdue University
BA, English, Earth Sciences
Curtis Grumke's Boatmen's Trust Company Experience June 1983 - November 1995
Job Operations Manager / Production Manager
Industry Government Administration
Experience
Serco-NA, Inc. January 2009 - Present
Blue Springs School District January 2008 - Present
Serco-NA, Inc. July 2010 - September 2010
Paragon Electric Company January 1997 - December 2007
Boatmen's Trust Company June 1983 - November 1995
Skills
Customer Service, Excel, Word, Administration, Mentoring, Proposal Writing, Customer Relations, Microsoft Office, Supervisory Skills, Scheduling, Budgeting, Problem Solving, PowerPoint, Team Building, Coaching, Operations Management, Outlook, Process Improvement, Purchasing, Inventory Management, Strategic Planning, Continuous Improvement, Documentation, Planning, Negotiation, Analysis, Writing, Teamwork, Team Leadership, Contract Management, Accounting, Microsoft Excel, Leadership, Leadership Development, Public Speaking, Budgets
Education
University of Central Missouri 2008 — 2011
Master of Arts, Accountancy
University of Missouri-Columbia
Bachelor of Science, Agricultural Economics
Serco-NA, Inc. January 2009 - Present
Blue Springs School District January 2008 - Present
Serco-NA, Inc. July 2010 - September 2010
Paragon Electric Company January 1997 - December 2007
Boatmen's Trust Company June 1983 - November 1995
Skills
Customer Service, Excel, Word, Administration, Mentoring, Proposal Writing, Customer Relations, Microsoft Office, Supervisory Skills, Scheduling, Budgeting, Problem Solving, PowerPoint, Team Building, Coaching, Operations Management, Outlook, Process Improvement, Purchasing, Inventory Management, Strategic Planning, Continuous Improvement, Documentation, Planning, Negotiation, Analysis, Writing, Teamwork, Team Leadership, Contract Management, Accounting, Microsoft Excel, Leadership, Leadership Development, Public Speaking, Budgets
Education
University of Central Missouri 2008 — 2011
Master of Arts, Accountancy
University of Missouri-Columbia
Bachelor of Science, Agricultural Economics
Nancy Kimble's Boatmen's Trust Company Experience 1985 - 1997
Job Independent Financial Services Professional
Industry Financial Services
Experience
Pathways for Aging 2008 - Present
Boatmen's Trust Company 1985 - 1997
Education
University of Illinois at Urbana-Champaign 1974 — 1976
Pathways for Aging 2008 - Present
Boatmen's Trust Company 1985 - 1997
Education
University of Illinois at Urbana-Champaign 1974 — 1976
Amy Gray Melinder's Boatmen's Trust Company Experience June 1993 - August 1996
Job Director of Community Engagement at Woodridge School District #68
Industry Public Relations and Communications
Experience
Woodridge School District 68 July 2012 - Present
Woodridge Area Chamber of Commerce July 2007 - July 2012
Swansea Chamber of Commerce October 2003 - December 2006
First Trust Bank January 2001 - May 2001
State of Indiana Department of Revenue May 2000 - August 2000
H&R Block January 1998 - April 1999
Eddie Bauer October 1996 - December 1998
Boatmen's Trust Company June 1993 - August 1996
Skills
Leadership, Public Speaking, Event Planning, Non-profits, Marketing Communications, Social Media, Strategic Planning, Public Relations, Fundraising, Marketing, Event Management, Small Business, Microsoft Office, Team Building
Education
Indiana University Robert H. McKinney School of Law 1999 — 2002
JD, Law
University of Iowa - Henry B. Tippie College of Business 1997 — 1998
MBA, Business
University of Illinois at Urbana-Champaign - College of Business 1989 — 1993
BS, Finance
Belleville Township High School East 1985 — 1989
Honors
Woodridge School District 68 July 2012 - Present
Woodridge Area Chamber of Commerce July 2007 - July 2012
Swansea Chamber of Commerce October 2003 - December 2006
First Trust Bank January 2001 - May 2001
State of Indiana Department of Revenue May 2000 - August 2000
H&R Block January 1998 - April 1999
Eddie Bauer October 1996 - December 1998
Boatmen's Trust Company June 1993 - August 1996
Skills
Leadership, Public Speaking, Event Planning, Non-profits, Marketing Communications, Social Media, Strategic Planning, Public Relations, Fundraising, Marketing, Event Management, Small Business, Microsoft Office, Team Building
Education
Indiana University Robert H. McKinney School of Law 1999 — 2002
JD, Law
University of Iowa - Henry B. Tippie College of Business 1997 — 1998
MBA, Business
University of Illinois at Urbana-Champaign - College of Business 1989 — 1993
BS, Finance
Belleville Township High School East 1985 — 1989
Honors
Bob Ellerbrock's Boatmen's Trust Company Experience 1994 - 1999
Job Attorney at Balch & Bingham LLP
Industry Law Practice
Experience
Balch & Bingham LLP May 2013 - Present
Constangy, Brooks and Smith November 2006 - May 2013
Benefit Professionals December 2002 - November 2006
AmSouth January 1999 - August 2000
Boatmen's Trust Company 1994 - 1999
Skills
Employee Benefits, Pensions, Fiduciary, ERISA, Employment Contracts, Tax, Litigation, Legal Research, Executive Pay, Deferred Compensation, Legal Writing, Tax Law, Employment Law, Discrimination, 401k, Legal Compliance, Affordable Care Act
Education
University of Alabama 2005 — 2007
LL.M., Taxation
University of Alabama 2000 — 2003
jd, law
Webster University
B.A., Business
Balch & Bingham LLP May 2013 - Present
Constangy, Brooks and Smith November 2006 - May 2013
Benefit Professionals December 2002 - November 2006
AmSouth January 1999 - August 2000
Boatmen's Trust Company 1994 - 1999
Skills
Employee Benefits, Pensions, Fiduciary, ERISA, Employment Contracts, Tax, Litigation, Legal Research, Executive Pay, Deferred Compensation, Legal Writing, Tax Law, Employment Law, Discrimination, 401k, Legal Compliance, Affordable Care Act
Education
University of Alabama 2005 — 2007
LL.M., Taxation
University of Alabama 2000 — 2003
jd, law
Webster University
B.A., Business
Diane Bryant's Boatmen's Trust Company Experience 1986 - 1992
Job Director at Asset Consulting Group
Industry Financial Services
Experience
Asset Consulting Group DirectorGuggenheim Partners1992 - Present
Boatmen's Trust Company 1986 - 1992
Education
Southwestern Illinois College 1980 — 1990
Associates, Business
Asset Consulting Group DirectorGuggenheim Partners1992 - Present
Boatmen's Trust Company 1986 - 1992
Education
Southwestern Illinois College 1980 — 1990
Associates, Business
Frank Aten's Boatmen's Trust Company Experience October 1989 - March 1997
Job Director of Investments Public School Retirement System of Missouri
Industry Financial Services
Experience
Public School Retirement System of Missouri August 2006 - Present
Rockwood Capital Advisors March 1997 - August 2006
Boatmen's Trust Company October 1989 - March 1997
Houston / Mayfair Corporation July 1984 - October 1989
Skills
Capital Markets, Asset Managment, Fixed Income, Alternative Investments, Wealth Management, Valuation, Financial Markets, Investment Advisory, Derivatives, Hedge Funds, Asset Allocation, Private Equity, Investments, Equities, Bonds, Portfolio Management, Financial Modeling, Investment Strategies, Financial Analysis, Investment Management, Financial Services, Equity Research, Institutional..., Emerging Markets, Securities, FX Options, Financial Structuring, Fund Of Funds, Hedging, Asset Management
Education
Boston University Questrom School of Business 2005 — 2006
MS, Quantitative Finance
CFA Institute 1980 — 1982
CFA
University of North Texas 1977 — 1979
MBA, Finance
Texas Tech University 1972 — 1976
BBA, Finance
Public School Retirement System of Missouri August 2006 - Present
Rockwood Capital Advisors March 1997 - August 2006
Boatmen's Trust Company October 1989 - March 1997
Houston / Mayfair Corporation July 1984 - October 1989
Skills
Capital Markets, Asset Managment, Fixed Income, Alternative Investments, Wealth Management, Valuation, Financial Markets, Investment Advisory, Derivatives, Hedge Funds, Asset Allocation, Private Equity, Investments, Equities, Bonds, Portfolio Management, Financial Modeling, Investment Strategies, Financial Analysis, Investment Management, Financial Services, Equity Research, Institutional..., Emerging Markets, Securities, FX Options, Financial Structuring, Fund Of Funds, Hedging, Asset Management
Education
Boston University Questrom School of Business 2005 — 2006
MS, Quantitative Finance
CFA Institute 1980 — 1982
CFA
University of North Texas 1977 — 1979
MBA, Finance
Texas Tech University 1972 — 1976
BBA, Finance
Scott Leiberton's Boatmen's Trust Company Experience September 1989 - March 1997
Job Managing Director, Equities at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors April 1999 - Present
Rockwood Capital Advisors March 1997 - April 1999
Boatmen's Trust Company September 1989 - March 1997
Skills
Portfolio Management, Asset Allocation, Equities, Asset Managment, Alternative Investments, Investments
Education
Saint Louis University
MBA, Finance
University of Missouri-Saint Louis
Bachelor of Science (BS), Finance, Economics
Principal Global Investors April 1999 - Present
Rockwood Capital Advisors March 1997 - April 1999
Boatmen's Trust Company September 1989 - March 1997
Skills
Portfolio Management, Asset Allocation, Equities, Asset Managment, Alternative Investments, Investments
Education
Saint Louis University
MBA, Finance
University of Missouri-Saint Louis
Bachelor of Science (BS), Finance, Economics
Christine Bevans's Boatmen's Trust Company Experience January 1980 - May 1996
Job VP Business Analyst at Bank of America
Industry Financial Services
Experience
Bank of America August 2005 - Present
Advisor Technology Services, LLC May 1996 - June 2005
Boatmen's Trust Company January 1980 - May 1996
Skills
Risk Management, Business Analysis, Business Process..., Requirements Analysis, Vendor Management, Financial Analysis, Financial Services, Relationship Management
Education
Southern Illinois University, Edwardsville
BSBA, Finance
Bank of America August 2005 - Present
Advisor Technology Services, LLC May 1996 - June 2005
Boatmen's Trust Company January 1980 - May 1996
Skills
Risk Management, Business Analysis, Business Process..., Requirements Analysis, Vendor Management, Financial Analysis, Financial Services, Relationship Management
Education
Southern Illinois University, Edwardsville
BSBA, Finance
Dick Hibbs's Boatmen's Trust Company Experience 1984 - 1998
Job Managing Director at Kennedy Capital Management, Inc.
Industry Investment Management
Experience
Kennedy Capital Management, Inc 2009 - Present
DeMarche Assoc. 2006 - 2007
Principal Global Investors 1998 - 2006
Boatmen's Trust Company 1984 - 1998
A.G.Becker 1973 - 1984
Skills
Alternative Investments, Business Strategy, Investment Strategies, Investment Advisory, Marketing Strategy, Asset Allocation, Investor Relations, Asset Management, Venture Capital, Relationship Management, Due Diligence, Portfolio Management, Equities, Financial Services, Fixed Income, Investment Management, Hedge Funds, Strategy, Equity Research, Securities, Private Equity, Emerging Markets, Capital Markets, Equity Valuation, Options, Financial Markets, Investment Sales, Wealth Management, Strategic Financial..., 401k, Series 7, Mutual Funds, Valuation, Marketing, Bloomberg, Series 63, Trading, Investments, Customer Relations, Management
Education
Governors State University
Bachelors Degree, Interdisciplinary Studies
Kennedy Capital Management, Inc 2009 - Present
DeMarche Assoc. 2006 - 2007
Principal Global Investors 1998 - 2006
Boatmen's Trust Company 1984 - 1998
A.G.Becker 1973 - 1984
Skills
Alternative Investments, Business Strategy, Investment Strategies, Investment Advisory, Marketing Strategy, Asset Allocation, Investor Relations, Asset Management, Venture Capital, Relationship Management, Due Diligence, Portfolio Management, Equities, Financial Services, Fixed Income, Investment Management, Hedge Funds, Strategy, Equity Research, Securities, Private Equity, Emerging Markets, Capital Markets, Equity Valuation, Options, Financial Markets, Investment Sales, Wealth Management, Strategic Financial..., 401k, Series 7, Mutual Funds, Valuation, Marketing, Bloomberg, Series 63, Trading, Investments, Customer Relations, Management
Education
Governors State University
Bachelors Degree, Interdisciplinary Studies
April Sheets's Boatmen's Trust Company Experience June 1993 - April 1995
Job President at Sheets Associates Investment Search
Industry Staffing and Recruiting
Experience
Sheets Associates Investment Search March 1995 - Present
Boatmen's Trust Company June 1993 - April 1995
Skills
Recruiting, Fixed Income, Investments, Portfolio Management, Executive Search, Equities, Talent Management, Valuation, Financial Services, Management, Interviews, Wealth Management, Commodity, Relationship Management, Mergers & Acquisitions, Sales, Asset Management, Finance, Hedge Funds, Investment Banking
Education
Concordia University, Ft. Wayne, IN
Indiana University-Purdue University Fort Wayne (IPFW)
Sheets Associates Investment Search March 1995 - Present
Boatmen's Trust Company June 1993 - April 1995
Skills
Recruiting, Fixed Income, Investments, Portfolio Management, Executive Search, Equities, Talent Management, Valuation, Financial Services, Management, Interviews, Wealth Management, Commodity, Relationship Management, Mergers & Acquisitions, Sales, Asset Management, Finance, Hedge Funds, Investment Banking
Education
Concordia University, Ft. Wayne, IN
Indiana University-Purdue University Fort Wayne (IPFW)
Scott Boswell, MBA, CFA, CEBS's Boatmen's Trust Company Experience 1994 - 1997
Job President & CEO, West Region at The Commerce Trust Company
Industry Financial Services
Experience
Commerce Bank January 2010 - Present
Commerce Bank August 2009 - Present
Commerce Bancshares, Inc. 2007 - Present
Bank of America 1994 - 2002
Boatmen's Trust Company 1994 - 1997
New York Life Insurance Company April 1990 - May 1994
Aetna Life & Casualty June 1986 - May 1990
Skills
Wealth Management..., Banking, Private Banking, Wealth Preservation..., Personal Wealth..., Trust Management, Institutional Trust and..., Strategic Leadership, Investment Management, Corporate Trust, CFA, Certified Employee..., Wealth Management, Financial Services, Investments, Financial Planning, Private Equity, Insurance
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA, Finance and Business Policy
Westminster College (MO) 1982 — 1985
BA, Business, Comp Sci
Commerce Bank January 2010 - Present
Commerce Bank August 2009 - Present
Commerce Bancshares, Inc. 2007 - Present
Bank of America 1994 - 2002
Boatmen's Trust Company 1994 - 1997
New York Life Insurance Company April 1990 - May 1994
Aetna Life & Casualty June 1986 - May 1990
Skills
Wealth Management..., Banking, Private Banking, Wealth Preservation..., Personal Wealth..., Trust Management, Institutional Trust and..., Strategic Leadership, Investment Management, Corporate Trust, CFA, Certified Employee..., Wealth Management, Financial Services, Investments, Financial Planning, Private Equity, Insurance
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA, Finance and Business Policy
Westminster College (MO) 1982 — 1985
BA, Business, Comp Sci
Cathy Chalupny's Boatmen's Trust Company Experience 1991 - 1997
Job Director, Operations at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2012 - Present
TIAA-CREF November 2009 - March 2012
Bank of America 2008 - 2009
Banc of America Investments 2007 - 2008
Bank of America 2005 - 2007
Columbia Management 2001 - 2005
Boatmen's Trust Company 1991 - 1997
Skills
Securities, Process Improvement, Fixed Income, Asset Managment, Investments, Mutual Funds, Equities, Business Analysis, Wealth Management
Education
Southern Illinois University, Edwardsville
MBA
University of Missouri-Saint Louis
Bachelors
TIAA-CREF March 2012 - Present
TIAA-CREF November 2009 - March 2012
Bank of America 2008 - 2009
Banc of America Investments 2007 - 2008
Bank of America 2005 - 2007
Columbia Management 2001 - 2005
Boatmen's Trust Company 1991 - 1997
Skills
Securities, Process Improvement, Fixed Income, Asset Managment, Investments, Mutual Funds, Equities, Business Analysis, Wealth Management
Education
Southern Illinois University, Edwardsville
MBA
University of Missouri-Saint Louis
Bachelors
Jana Chambers's Boatmen's Trust Company Experience 1994 - 1998
Job SVP & Fiduciary Risk Manager
Industry Financial Services
Experience
Bank of America August 2004 - Present
Bank of America November 2000 - July 2002
Bankers Trust Company 1998 - 1999
Boatmen's Trust Company 1994 - 1998
First of America Bank 1987 - 1994
Skills
401k, Risk Management, Employee Benefits, Retirement, Banking, Investments, Retirement Planning, Financial Services, Due Diligence, Finance, Financial Analysis, Financial Planning, Management, Relationship Management, Wealth Management
Education
Southern Illinois University, Carbondale 1982 — 1985
BA, Paralegal Studies
Bank of America August 2004 - Present
Bank of America November 2000 - July 2002
Bankers Trust Company 1998 - 1999
Boatmen's Trust Company 1994 - 1998
First of America Bank 1987 - 1994
Skills
401k, Risk Management, Employee Benefits, Retirement, Banking, Investments, Retirement Planning, Financial Services, Due Diligence, Finance, Financial Analysis, Financial Planning, Management, Relationship Management, Wealth Management
Education
Southern Illinois University, Carbondale 1982 — 1985
BA, Paralegal Studies
John Bascio's Boatmen's Trust Company Experience March 1996 - June 1998
Job Vice President, The Commerce Trust Company
Industry Banking
Experience
The Commerce Trust Company August 1998 - Present
Boatmens Trust Company March 1996 - June 1998
Education
University of Missouri-Saint Louis 1981 — 1986
Bachelor of Science in Business Administration, Emphasis in Management and Organizational Behavior
The Commerce Trust Company August 1998 - Present
Boatmens Trust Company March 1996 - June 1998
Education
University of Missouri-Saint Louis 1981 — 1986
Bachelor of Science in Business Administration, Emphasis in Management and Organizational Behavior
Doyt Ladd's Boatmen's Trust Company Experience 1987 - 1997
Job Financial Services Professional
Industry Financial Services
Experience
UMB Bank August 2013 - Present
U.S. Trust, Bank of America Private Wealth Management 2009 - August 2013
TIAA-CREF September 2000 - February 2009
Bank of America 1997 - 2000
COMMERCE TRUST COMPANY 1997 - 1997
Boatmens Trust Company 1987 - 1997
Boatmen's Trust Company 1987 - 1996
Skills
Financial Analysis, Risk Management, Investment Management, High Net Worth..., Management, Asset Managment, Relationship Management, Portfolio Management, Retirement Planning, Wealth Management, Mutual Funds, Asset Allocation, Alternative Investments, Investment Advisory, Fixed Income, Loans, Credit Analysis, Hedge Funds, Credit, Financial Services, Investment Strategies, Capital Markets, Asset Management, Retirement, Trust Services, Finance, Equity Research, Wealth Management..., CRM, Private Banking, Financial Advisory, Equities, Derivatives, Business Development, Bonds, Banking, Financial Markets, Financial Modeling, Securities, Strategic Financial..., Financial Planning
Education
CFA Institute 1989 — 1992
CFA, Financial analysis
Drury University 1982 — 1983
MBA, Managment
Drury University 1978 — 1982
BA, Business Administration, Economics
UMB Bank August 2013 - Present
U.S. Trust, Bank of America Private Wealth Management 2009 - August 2013
TIAA-CREF September 2000 - February 2009
Bank of America 1997 - 2000
COMMERCE TRUST COMPANY 1997 - 1997
Boatmens Trust Company 1987 - 1997
Boatmen's Trust Company 1987 - 1996
Skills
Financial Analysis, Risk Management, Investment Management, High Net Worth..., Management, Asset Managment, Relationship Management, Portfolio Management, Retirement Planning, Wealth Management, Mutual Funds, Asset Allocation, Alternative Investments, Investment Advisory, Fixed Income, Loans, Credit Analysis, Hedge Funds, Credit, Financial Services, Investment Strategies, Capital Markets, Asset Management, Retirement, Trust Services, Finance, Equity Research, Wealth Management..., CRM, Private Banking, Financial Advisory, Equities, Derivatives, Business Development, Bonds, Banking, Financial Markets, Financial Modeling, Securities, Strategic Financial..., Financial Planning
Education
CFA Institute 1989 — 1992
CFA, Financial analysis
Drury University 1982 — 1983
MBA, Managment
Drury University 1978 — 1982
BA, Business Administration, Economics
Jim Hensel, CFA, CAIA's Boatmen's Trust Company Experience 1991 - 1994
Job Senior Vice President, Investment Program Solutions
Industry Financial Services
Experience
The Northern Trust Company January 2014 - Present
CNB Bank & Trust November 2013 - January 2014
Mercer Investment Consulting June 2011 - September 2013
Mercer Investment Consulting January 2011 - June 2011
Hammond Associates January 2008 - January 2011
Sterling, a National City company April 2001 - January 2008
Old Kent Bank 1998 - 2001
A.G. Edwards Trust Co. 1994 - 1998
Boatmen's Trust Company 1991 - 1994
INTRUST Bank 1986 - 1991
Skills
Asset Allocation, Investments, Portfolio Management, Private Equity, Fixed Income, Equities, Capital Markets, Alternative Investments
Education
Central High School
University of Iowa
Bachelor of Science (B.S.), Economics
Unversity of Iowa
B.S., M.A., Economics
The Northern Trust Company January 2014 - Present
CNB Bank & Trust November 2013 - January 2014
Mercer Investment Consulting June 2011 - September 2013
Mercer Investment Consulting January 2011 - June 2011
Hammond Associates January 2008 - January 2011
Sterling, a National City company April 2001 - January 2008
Old Kent Bank 1998 - 2001
A.G. Edwards Trust Co. 1994 - 1998
Boatmen's Trust Company 1991 - 1994
INTRUST Bank 1986 - 1991
Skills
Asset Allocation, Investments, Portfolio Management, Private Equity, Fixed Income, Equities, Capital Markets, Alternative Investments
Education
Central High School
University of Iowa
Bachelor of Science (B.S.), Economics
Unversity of Iowa
B.S., M.A., Economics
Andy Holtgrieve's Boatmen's Trust Company Experience June 1984 - March 1997
Job Owner, Rockwood Capital Advisors, LLC
Industry Investment Management
Experience
Rockwood Capital Advisors, LLC April 1997 - Present
Boatmen's Trust Company June 1984 - March 1997
Skills
Asset Allocation, Asset Management, Wealth Management, Investments, Portfolio Management, Asset Managment, Investment Management, Strategic Planning, Investment Strategies, Investment Advisory, Fixed Income, Alternative Investments, Financial Services, Due Diligence
Education
University of Missouri-Columbia 1977 — 1981
BSBA, Business
Rockwood Capital Advisors, LLC April 1997 - Present
Boatmen's Trust Company June 1984 - March 1997
Skills
Asset Allocation, Asset Management, Wealth Management, Investments, Portfolio Management, Asset Managment, Investment Management, Strategic Planning, Investment Strategies, Investment Advisory, Fixed Income, Alternative Investments, Financial Services, Due Diligence
Education
University of Missouri-Columbia 1977 — 1981
BSBA, Business
Paul Gillis, CFA's Boatmen's Trust Company Experience 1989 - 1995
Job Senior Client Executive at Russell Investments
Industry Investment Management
Experience
Russell Investments 2001 - Present
First Capital Group (Division of First Union Capital Management Group) 1995 - 2001
Boatmen's Trust Company 1989 - 1995
Companion Capital Management 1986 - 1989
Blue Cross/Blue Shield of South Carolina 1985 - 1986
Charleston County School District 1983 - 1984
Price Waterhouse 1980 - 1983
Skills
Alternative Investments, Investments, Investment Strategies, Investment Management, Hedge Funds, Asset Allocation, Asset Management, Portfolio Management, Mutual Funds, Series 7, Wealth Management, Equities, Fund Of Funds, Fixed Income, Pensions, Management, Strategy
Education
The Citadel 1976 — 1980
BS, Accounting/Finance
Russell Investments 2001 - Present
First Capital Group (Division of First Union Capital Management Group) 1995 - 2001
Boatmen's Trust Company 1989 - 1995
Companion Capital Management 1986 - 1989
Blue Cross/Blue Shield of South Carolina 1985 - 1986
Charleston County School District 1983 - 1984
Price Waterhouse 1980 - 1983
Skills
Alternative Investments, Investments, Investment Strategies, Investment Management, Hedge Funds, Asset Allocation, Asset Management, Portfolio Management, Mutual Funds, Series 7, Wealth Management, Equities, Fund Of Funds, Fixed Income, Pensions, Management, Strategy
Education
The Citadel 1976 — 1980
BS, Accounting/Finance
Jennifer R Shelton, CPA's Boatmen's Trust Company Experience January 1994 - February 1997
Job Assistant Controller at McCarthy Building Companies, Inc.
Industry Construction
Experience
McCarthy Building Companies, Inc. May 2013 - Present
UniGroup, Inc November 2009 - May 2013
UniGroup, Inc August 2004 - November 2009
UniGroup, Inc February 1999 - August 2004
UniGroup, Inc February 1997 - February 1999
Boatmen's Trust Company January 1994 - February 1997
Bethesda General Hospital April 1992 - April 1994
Skills
Financial Reporting, Accounts Payable, General Ledger, Billing, Invoicing, Accounting, Excel, Budgeting, Forecasting, Software Documentation, Cross-functional Team..., Accounts Receivable, Financial Analysis, Financial Statements, Management, Strategic Financial..., Analysis, Business Analysis, Account Reconciliation, Cost Accounting, Access, Fixed Assets, Cash Management, Budgets, Microsoft Word, Tax, Microsoft Excel, Payroll, Customer Service, Process Improvement, Variance Analysis, Leadership, Outlook, Financial Accounting, Auditing, Purchasing
Education
University of Missouri-Columbia 1987 — 1991
BS, Accountancy
McCarthy Building Companies, Inc. May 2013 - Present
UniGroup, Inc November 2009 - May 2013
UniGroup, Inc August 2004 - November 2009
UniGroup, Inc February 1999 - August 2004
UniGroup, Inc February 1997 - February 1999
Boatmen's Trust Company January 1994 - February 1997
Bethesda General Hospital April 1992 - April 1994
Skills
Financial Reporting, Accounts Payable, General Ledger, Billing, Invoicing, Accounting, Excel, Budgeting, Forecasting, Software Documentation, Cross-functional Team..., Accounts Receivable, Financial Analysis, Financial Statements, Management, Strategic Financial..., Analysis, Business Analysis, Account Reconciliation, Cost Accounting, Access, Fixed Assets, Cash Management, Budgets, Microsoft Word, Tax, Microsoft Excel, Payroll, Customer Service, Process Improvement, Variance Analysis, Leadership, Outlook, Financial Accounting, Auditing, Purchasing
Education
University of Missouri-Columbia 1987 — 1991
BS, Accountancy
Theresa Mannz's Boatmen's Trust Company Experience December 1983 - December 1997
Job Family Office Executive at Lowenhaupt Global Advisors, LLC
Industry Financial Services
Experience
Lowenhaupt Global Advisors, LLC July 2008 - Present
TIAA-CREF August 1999 - June 2008
Bankers Trust December 1997 - August 1999
Boatmen's Trust Company December 1983 - December 1997
Boatmen's Trust Company 1983 - 1997
Education
Southern Illinois University, Edwardsville 1980 — 1983
MBA, Finance
Lowenhaupt Global Advisors, LLC July 2008 - Present
TIAA-CREF August 1999 - June 2008
Bankers Trust December 1997 - August 1999
Boatmen's Trust Company December 1983 - December 1997
Boatmen's Trust Company 1983 - 1997
Education
Southern Illinois University, Edwardsville 1980 — 1983
MBA, Finance
Irene Niemeier's Boatmen's Trust Company Experience April 1992 - August 1997
Job Director, Consultant Relations at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors May 2001 - June 2013
McKinley Capital Management August 1999 - February 2001
DeMarche Associates Inc September 1997 - August 1999
Boatmen's Trust Company April 1992 - August 1997
Washington University January 1990 - April 1992
Centerre National Bank/Boatmen's Bank April 1981 - January 1990
Skills
New Business Development, Hold Series 7, Marketing Strategy, Marketing Communications, Sales, Financial Markets, Program Management, Product Marketing, Strategy, Financial Services, Asset Allocation, Fundraising, Relationship Management, Strategic Planning, Institutional..., Wealth Management
Education
University of Cincinnati
BA and BS, English and Secondary Education
University of Cincinnati
M.B.A, Finance and Marketing
Principal Global Investors May 2001 - June 2013
McKinley Capital Management August 1999 - February 2001
DeMarche Associates Inc September 1997 - August 1999
Boatmen's Trust Company April 1992 - August 1997
Washington University January 1990 - April 1992
Centerre National Bank/Boatmen's Bank April 1981 - January 1990
Skills
New Business Development, Hold Series 7, Marketing Strategy, Marketing Communications, Sales, Financial Markets, Program Management, Product Marketing, Strategy, Financial Services, Asset Allocation, Fundraising, Relationship Management, Strategic Planning, Institutional..., Wealth Management
Education
University of Cincinnati
BA and BS, English and Secondary Education
University of Cincinnati
M.B.A, Finance and Marketing
Stacey Hawkins's Boatmen's Trust Company Experience 1993 - 1998
Job Senior Trust Officer, Vice President at U.S. Trust, Bank of America, N.A.
Industry Banking
Experience
U.S. Trust, Bank of America, N.A. July 2004 - Present
U.S. Bank 1998 - 2004
Boatmen's Trust Company 1993 - 1998
Skills
Trust Services, Estate Tax Planning, Wealth Management, Trust Management, Wealth Management..., Estate Administration, Retirement Planning, Trusts, Wills, Estate Planning, Retirement, Personal Financial..., High Net Worth..., Wealth, Wealth Accumulation, Investment Advisory, Private Banking, Investment Management, Alternative Investments, Investment Strategies, Financial Advisory, Mutual Funds, Asset Management
Education
Southern Illinois University, Edwardsville 1990 — 1992
Bachelor of Science, Business Administration
Belleville Area College 1988 — 1990
Associates Degree, Business Administration
U.S. Trust, Bank of America, N.A. July 2004 - Present
U.S. Bank 1998 - 2004
Boatmen's Trust Company 1993 - 1998
Skills
Trust Services, Estate Tax Planning, Wealth Management, Trust Management, Wealth Management..., Estate Administration, Retirement Planning, Trusts, Wills, Estate Planning, Retirement, Personal Financial..., High Net Worth..., Wealth, Wealth Accumulation, Investment Advisory, Private Banking, Investment Management, Alternative Investments, Investment Strategies, Financial Advisory, Mutual Funds, Asset Management
Education
Southern Illinois University, Edwardsville 1990 — 1992
Bachelor of Science, Business Administration
Belleville Area College 1988 — 1990
Associates Degree, Business Administration
Linda Seemiller's Boatmen's Trust Company Experience 1989 - 1998
Job Vice President at US Bank
Industry Financial Services
Experience
US Bank March 1998 - Present
Mercantile Bank 1998 - 2000
Boatmen's Trust Company 1989 - 1998
Education
University of Missouri-Saint Louis 1979 — 1983
BA, Psychology
Roosevelt High School 1975 — 1979
US Bank March 1998 - Present
Mercantile Bank 1998 - 2000
Boatmen's Trust Company 1989 - 1998
Education
University of Missouri-Saint Louis 1979 — 1983
BA, Psychology
Roosevelt High School 1975 — 1979
Kathy Rakonick's Boatmen's Trust Company Experience April 1996 - April 1997
Job Ambassador at Plexus Worldwide, Inc.
Industry Semiconductors
Experience
Save-A-Lot August 2011 - Present
Plexus Worldwide, Inc. January 2014 - August 2014
MEMC Electronic Materials October 2010 - August 2011
Abengoa Bioenergy October 2009 - October 2010
Monsanto May 2001 - August 2009
MCI Worldcom April 1997 - February 2001
Boatmen's Trust Company April 1996 - April 1997
Skills
SAP, Hyperion Enterprise, Financial Reporting, Forecasting, Cost Accounting, Variance Analysis, Internal Controls, General Ledger, Leadership, Microsoft Excel, Microsoft Office, GAAP, Hyperion, Sarbanes-Oxley Act
Education
Webster University 2005 — 2008
MBA
Saint Louis University 1992 — 1996
BSBA, Accounting
Nerinx Hall 1988 — 1992
Save-A-Lot August 2011 - Present
Plexus Worldwide, Inc. January 2014 - August 2014
MEMC Electronic Materials October 2010 - August 2011
Abengoa Bioenergy October 2009 - October 2010
Monsanto May 2001 - August 2009
MCI Worldcom April 1997 - February 2001
Boatmen's Trust Company April 1996 - April 1997
Skills
SAP, Hyperion Enterprise, Financial Reporting, Forecasting, Cost Accounting, Variance Analysis, Internal Controls, General Ledger, Leadership, Microsoft Excel, Microsoft Office, GAAP, Hyperion, Sarbanes-Oxley Act
Education
Webster University 2005 — 2008
MBA
Saint Louis University 1992 — 1996
BSBA, Accounting
Nerinx Hall 1988 — 1992
Dominic Marasco's Boatmen's Trust Company Experience January 1994 - November 1998
Job Institutional Asset Management Sales Professional
Industry Investment Management
Experience
The Commerce Trust Company October 2010 - March 2013
The Commerce Trust Company January 2002 - October 2010
Lincoln Financial Group March 2001 - January 2002
Transamerica Retirement Services November 1998 - March 2001
Boatmen's Trust Company January 1994 - November 1998
Skills
Business Development, Sales, Direct Sales, Pensions, Financial Advisory, Investments, Portfolio Management, Asset Management, Equities, Hedge Funds, Fixed Income, Mutual Funds, 401k, Consulting, Global Custody, Taft-Hartley, Endowments, Foundations, Nonprofits, Alternative Investments
Education
Drake University 1991 — 1993
Master of Business Administration (MBA)
Simpson College 1986 — 1990
Bachelor of Arts (BA), Economics and Management
The Commerce Trust Company October 2010 - March 2013
The Commerce Trust Company January 2002 - October 2010
Lincoln Financial Group March 2001 - January 2002
Transamerica Retirement Services November 1998 - March 2001
Boatmen's Trust Company January 1994 - November 1998
Skills
Business Development, Sales, Direct Sales, Pensions, Financial Advisory, Investments, Portfolio Management, Asset Management, Equities, Hedge Funds, Fixed Income, Mutual Funds, 401k, Consulting, Global Custody, Taft-Hartley, Endowments, Foundations, Nonprofits, Alternative Investments
Education
Drake University 1991 — 1993
Master of Business Administration (MBA)
Simpson College 1986 — 1990
Bachelor of Arts (BA), Economics and Management
Terry Batson's Boatmen's Trust Company Experience 1986 - 1996
Job SVP, Director of Human Resources at Stock Yards Bank & Trust Company
Industry Banking
Experience
Stock Yards Bank & Trust Company February 2011 - Present
Bank of America August 1996 - May 1999
Boatmen's Trust Company 1986 - 1996
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Southern Illinois University, Edwardsville
Business Administration and Management, General
Stock Yards Bank & Trust Company February 2011 - Present
Bank of America August 1996 - May 1999
Boatmen's Trust Company 1986 - 1996
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Southern Illinois University, Edwardsville
Business Administration and Management, General