Busey Wealth Management
Description
Address: 2401 E Washington St, Bloomington, IL 61704 Phone: (309) 663-1059Category: : : Hours: : Website: : Place name: : : Website: http://www.busey.com/home/wealth Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Busey Wealth Management Inc Posting publicly on the Web Write a review Reviews Be the first to review
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Busey Wealth Management Employees
Employee
Years
Job
Industry
Charlee Seaton Charlee Seaton's Busey Wealth Management Experience August 2002 - Present
Job VP/Senior Retirement Plan Services Advisor at Busey Wealth Management
Industry Banking
Experience
Busey Wealth Management August 2002 - Present
Skills
Wealth Management..., Retirement, Pensions, Financial Advisory, Investments
Education
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
Busey Wealth Management August 2002 - Present
Skills
Wealth Management..., Retirement, Pensions, Financial Advisory, Investments
Education
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
Andrew Blessman Andrew Blessman's Busey Wealth Management Experience June 2013 - Present
Job Student at University of Illinois at UrbanaChampaign
Industry Financial Services
Experience
Busey Wealth Management June 2013 - Present
University of Illinois at Urbana-Champaign November 2012 - May 2013
U of I Assembly Hall September 2011 - February 2013
Midland States Bank May 2012 - July 2012
Skills
Research, PowerPoint, Customer Service, Personal Financial..., Microsoft Excel, Microsoft Office, Microsoft Word, Windows, Outlook, Holistic Financial..., Money Guide Pro
Education
University of Illinois at Urbana-Champaign 2010 — 2013
Bachelor of Science (B.S.), Agricultural and Consumer Economics: Financial Planning
Busey Wealth Management June 2013 - Present
University of Illinois at Urbana-Champaign November 2012 - May 2013
U of I Assembly Hall September 2011 - February 2013
Midland States Bank May 2012 - July 2012
Skills
Research, PowerPoint, Customer Service, Personal Financial..., Microsoft Excel, Microsoft Office, Microsoft Word, Windows, Outlook, Holistic Financial..., Money Guide Pro
Education
University of Illinois at Urbana-Champaign 2010 — 2013
Bachelor of Science (B.S.), Agricultural and Consumer Economics: Financial Planning
Adam Owen, CRPS® Adam Owen, CRPS®'s Busey Wealth Management Experience April 2010 - Present
Job AVP / Retirement Plan Participant Advisor at Busey Wealth Management
Industry Financial Services
Experience
Busey Wealth Management April 2010 - Present
Busey Investment Services February 1999 - May 2011
Skills
Retirement Planning, Retirement, Wealth Management..., Wealth Management, Investments, Asset Allocation, Customer Service, Public Speaking, Portfolio Management, Investment Strategies, Asset Management, Finance, Investment Advisory, Microsoft Office, Insurance, Access, Microsoft Excel, Excel, Compliance, PowerPoint, Word
Education
Parkland College 1997 — 1999
Associate in Arts
ACE Leadership Program
CBCA
Busey Wealth Management April 2010 - Present
Busey Investment Services February 1999 - May 2011
Skills
Retirement Planning, Retirement, Wealth Management..., Wealth Management, Investments, Asset Allocation, Customer Service, Public Speaking, Portfolio Management, Investment Strategies, Asset Management, Finance, Investment Advisory, Microsoft Office, Insurance, Access, Microsoft Excel, Excel, Compliance, PowerPoint, Word
Education
Parkland College 1997 — 1999
Associate in Arts
ACE Leadership Program
CBCA
Josh L Cutler, CFP®'s Busey Wealth Management Experience May 2011 - February 2014
Job Associate Advisor at Bluestem Financial Advisors, LLC
Industry Financial Services
Experience
Bluestem Financial Advisors, LLC November 2014 - Present
Bluestem Financial Advisors, LLC February 2014 - November 2014
Busey Wealth Management May 2011 - February 2014
Northwestern Mutual Financial Network May 2010 - September 2010
Skills
Retirement Planning, Investment Advisory, Portfolio Management, Financial Analysis, Wealth Management, Asset Management, Strategic Financial..., Investments, Finance, Asset Allocation, Investment Strategies, College Planning, Relationship Management, Budgeting, Financial Planning
Education
Eastern Illinois University 2007 — 2010
Bachelor of Science, Finance, cum laude
Bluestem Financial Advisors, LLC November 2014 - Present
Bluestem Financial Advisors, LLC February 2014 - November 2014
Busey Wealth Management May 2011 - February 2014
Northwestern Mutual Financial Network May 2010 - September 2010
Skills
Retirement Planning, Investment Advisory, Portfolio Management, Financial Analysis, Wealth Management, Asset Management, Strategic Financial..., Investments, Finance, Asset Allocation, Investment Strategies, College Planning, Relationship Management, Budgeting, Financial Planning
Education
Eastern Illinois University 2007 — 2010
Bachelor of Science, Finance, cum laude
Blake E. Wallace Blake E. Wallace's Busey Wealth Management Experience April 2012 - July 2013
Job Branch Manager/Loan Officer at Staley Credit Union
Industry Banking
Experience
Staley Credit Union August 2013 - Present
Busey Wealth Management April 2012 - July 2013
Busey Bank June 2007 - April 2012
Skills
Banking, Customer Service, Loans, Sales, Branch Banking, Consumer Lending, Wealth Management, Microsoft Office, Credit, Branch Management, Microsoft Word, Teller Operations, Commercial Banking, People Skills, Management, Finance, Personal Finance, Customer Acquisition, Phone Etiquette, Team Management, Philanthropy, Leadership, Financial Services, Investments, Typing, Microsoft Excel, Spreadsheets, Staff Development
Education
Richland Community College
Staley Credit Union August 2013 - Present
Busey Wealth Management April 2012 - July 2013
Busey Bank June 2007 - April 2012
Skills
Banking, Customer Service, Loans, Sales, Branch Banking, Consumer Lending, Wealth Management, Microsoft Office, Credit, Branch Management, Microsoft Word, Teller Operations, Commercial Banking, People Skills, Management, Finance, Personal Finance, Customer Acquisition, Phone Etiquette, Team Management, Philanthropy, Leadership, Financial Services, Investments, Typing, Microsoft Excel, Spreadsheets, Staff Development
Education
Richland Community College
Becky Goddard Becky Goddard's Busey Wealth Management Experience September 2011 - August 2015
Job Retirement Plan Consultant at Malcolm Thompson & Associates
Industry Banking
Experience
Malcolm Thompson & Associates September 2015 - Present
USA Volleyball February 2007 - Present
Busey Wealth Management September 2011 - August 2015
Benefit Planning Consultants July 1998 - September 2011
Central Illinois Bank October 1991 - June 1998
Commercial Bank, Marine Bank, Bank One November 1982 - October 1991
Skills
Wealth Management..., 401k, Qualified Retirement..., Defined Contribution, Retirement Plan..., Profit Sharing
Education
University of Illinois at Urbana-Champaign - College of Business 1980 — 1982
BS, Finance
Parkland College 1978 — 1980
Business Transfer, General Education
Champaign Central
Malcolm Thompson & Associates September 2015 - Present
USA Volleyball February 2007 - Present
Busey Wealth Management September 2011 - August 2015
Benefit Planning Consultants July 1998 - September 2011
Central Illinois Bank October 1991 - June 1998
Commercial Bank, Marine Bank, Bank One November 1982 - October 1991
Skills
Wealth Management..., 401k, Qualified Retirement..., Defined Contribution, Retirement Plan..., Profit Sharing
Education
University of Illinois at Urbana-Champaign - College of Business 1980 — 1982
BS, Finance
Parkland College 1978 — 1980
Business Transfer, General Education
Champaign Central
Aron McDonald, CFP®, CTFA, AEP® Aron McDonald, CFP®, CTFA, AEP®'s Busey Wealth Management Experience April 2006 - Present
Job Senior Vice President and Private Wealth Advisor
Industry Investment Management
Experience
Busey Wealth Management April 2006 - Present
Skills
Wealth Management..., Wealth Management, Asset Management, Comprehensive Wealth..., Strategic Financial..., Personal Financial..., Personal Trust..., Estate Planning, Retirement Planning, Portfolio Management, Investment Strategies, Asset Allocation, Wealth Accumulation, Wealth Preservation..., Wealth Transfer Planning, Multi-generational..., Asset Protection, Wealth, Fiduciary, Trusts, Revocable Trusts, Charitable Trusts, Charitable Remainder..., High Net Worth..., Financial Planning, Financial Advisory, Investment Advisory, Investment Management, Investments, Institutional..., Endowment Funds, Private Foundations, Mutual Funds, Alternative Investments, Trust Services, Securities, Retirement, Certified Financial..., CTFA, Finance, Banking, Private Banking, Relationship Management, New Business Development, SunGard, Irrevocable Life..., Marathon, Trail Running, Backpacking, Hiking
Education
Millikin University 1990 — 1994
BS
Mahomet-Seymour High School 1986 — 1990
Busey Wealth Management April 2006 - Present
Skills
Wealth Management..., Wealth Management, Asset Management, Comprehensive Wealth..., Strategic Financial..., Personal Financial..., Personal Trust..., Estate Planning, Retirement Planning, Portfolio Management, Investment Strategies, Asset Allocation, Wealth Accumulation, Wealth Preservation..., Wealth Transfer Planning, Multi-generational..., Asset Protection, Wealth, Fiduciary, Trusts, Revocable Trusts, Charitable Trusts, Charitable Remainder..., High Net Worth..., Financial Planning, Financial Advisory, Investment Advisory, Investment Management, Investments, Institutional..., Endowment Funds, Private Foundations, Mutual Funds, Alternative Investments, Trust Services, Securities, Retirement, Certified Financial..., CTFA, Finance, Banking, Private Banking, Relationship Management, New Business Development, SunGard, Irrevocable Life..., Marathon, Trail Running, Backpacking, Hiking
Education
Millikin University 1990 — 1994
BS
Mahomet-Seymour High School 1986 — 1990
Stephen Kawasaki, CFP® Stephen Kawasaki, CFP®'s Busey Wealth Management Experience February 2011 - May 2011
Job Senior Planner at Balasa Dinverno Foltz LLC
Industry Financial Services
Experience
Balasa Dinverno Foltz LLC May 2012 - Present
University of Illinois at Urbana-Champaign August 2011 - December 2011
Private Wealth Management Company May 2011 - August 2011
Busey Wealth Management February 2011 - May 2011
Ronald Blue & Co. May 2010 - August 2010
Education
CFA Institute
2015 Level III Candidate in the CFA Program
University of Illinois at Urbana-Champaign 2008 — 2011
Bachelors of Science in ACE:Financial Planning
Christian Heritage Academy
Balasa Dinverno Foltz LLC May 2012 - Present
University of Illinois at Urbana-Champaign August 2011 - December 2011
Private Wealth Management Company May 2011 - August 2011
Busey Wealth Management February 2011 - May 2011
Ronald Blue & Co. May 2010 - August 2010
Education
CFA Institute
2015 Level III Candidate in the CFA Program
University of Illinois at Urbana-Champaign 2008 — 2011
Bachelors of Science in ACE:Financial Planning
Christian Heritage Academy
Ross Ebeling Ross Ebeling's Busey Wealth Management Experience January 2011 - September 2012
Job Investment Management/Finance & Business Professional
Industry Financial Services
Experience
PNC October 2013 - Present
Merrill Lynch September 2012 - July 2013
Busey Wealth Management January 2011 - September 2012
Skills
Sales
Education
Bradley University 2005 — 2009
Finance
PNC October 2013 - Present
Merrill Lynch September 2012 - July 2013
Busey Wealth Management January 2011 - September 2012
Skills
Sales
Education
Bradley University 2005 — 2009
Finance
Will Buerkett Will Buerkett's Busey Wealth Management Experience February 2012 - February 2013
Job Client Services at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Svc Inc June 2014 - Present
Moser, Kearns, & Associates February 2013 - March 2014
Busey Wealth Management February 2012 - February 2013
First State Bank April 2008 - August 2010
Barr Real Estate May 2007 - August 2007
Precision Aviation Inc May 2005 - May 2007
Education
Eastern Illinois University
Bachelor of Science
University of Illinois at Urbana-Champaign - College of Business 2007 — 2009
Bachelor of Science
UBS Financial Svc Inc June 2014 - Present
Moser, Kearns, & Associates February 2013 - March 2014
Busey Wealth Management February 2012 - February 2013
First State Bank April 2008 - August 2010
Barr Real Estate May 2007 - August 2007
Precision Aviation Inc May 2005 - May 2007
Education
Eastern Illinois University
Bachelor of Science
University of Illinois at Urbana-Champaign - College of Business 2007 — 2009
Bachelor of Science
Amanda Borden Amanda Borden's Busey Wealth Management Experience September 2010 - October 2012
Job Self Employed at RRFS
Industry Leisure, Travel & Tourism
Experience
RRFS September 2014 - Present
Bloomington-Normal Area Convention & Visitors Bureau October 2012 - September 2014
Busey Wealth Management September 2010 - October 2012
Riverside HealthCare Foundation May 2009 - December 2009
Skills
Retirement Planning, Wealth Management, Marketing, Marketing Communications, Social Media Marketing, Events Coordination, Promotions, Press Releases, Tourism, Advertising, Investments, Portfolio Management, Asset Allocation, Asset Management, Sales, Finance, Event Management
Education
Olivet Nazarene University
Bachelor of Science, Business Administration and Management, General
RRFS September 2014 - Present
Bloomington-Normal Area Convention & Visitors Bureau October 2012 - September 2014
Busey Wealth Management September 2010 - October 2012
Riverside HealthCare Foundation May 2009 - December 2009
Skills
Retirement Planning, Wealth Management, Marketing, Marketing Communications, Social Media Marketing, Events Coordination, Promotions, Press Releases, Tourism, Advertising, Investments, Portfolio Management, Asset Allocation, Asset Management, Sales, Finance, Event Management
Education
Olivet Nazarene University
Bachelor of Science, Business Administration and Management, General
Roderic Morgan's Busey Wealth Management Experience October 2013 - Present
Job Retirement Plan Participant Advisor at Busey Wealth Management
Industry Financial Services
Experience
Busey Wealth Management October 2013 - Present
Cavo Broadband Communications LLC July 2010 - March 2012
Quest Mortgage January 2003 - January 2009
Market Street Mortgage January 2000 - December 2002
Skills
Microsoft Office, Team Building, Customer Service, Mortgage Lending, Refinance, USDA, FHA, Loans, Residential Mortgages, Credit, Loan Origination, Banking
Education
University of Illinois at Urbana-Champaign 1987 — 1994
Busey Wealth Management October 2013 - Present
Cavo Broadband Communications LLC July 2010 - March 2012
Quest Mortgage January 2003 - January 2009
Market Street Mortgage January 2000 - December 2002
Skills
Microsoft Office, Team Building, Customer Service, Mortgage Lending, Refinance, USDA, FHA, Loans, Residential Mortgages, Credit, Loan Origination, Banking
Education
University of Illinois at Urbana-Champaign 1987 — 1994
Donna Greene, CFP(r)'s Busey Wealth Management Experience November 2012 - Present
Job EVP and Senior Managing Director
Industry Investment Management
Experience
Busey Wealth Management November 2012 - Present
Skills
Leadership, Strategic Planning, Public Speaking, Customer Service, Financial Analysis
Education
University of Illinois at Urbana-Champaign
Busey Wealth Management November 2012 - Present
Skills
Leadership, Strategic Planning, Public Speaking, Customer Service, Financial Analysis
Education
University of Illinois at Urbana-Champaign
Jill Sanders's Busey Wealth Management Experience May 2004 - June 2008
Job Office Manager at University of Illinois at UrbanaChampaign
Industry Higher Education
Experience
University of Illinois at Urbana-Champaign October 2013 - Present
University of Illinois at Urbana-Champaign September 2010 - Present
University of Illinois at Urbana-Champaign June 2008 - September 2010
Busey Wealth Management May 2004 - June 2008
Raymond James Financial Services August 2000 - June 2008
BankIllinois August 1999 - May 2004
Henneman Raufeisen & Associates, Inc. August 1998 - August 1999
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Marketing
Education
Indiana State University - Scott College of Business 1994 — 1998
Bachelor of Science, Administrative Office Systems
Kaplan University 2003 — 2006
Certificate, Financial Planning
University of Illinois at Urbana-Champaign October 2013 - Present
University of Illinois at Urbana-Champaign September 2010 - Present
University of Illinois at Urbana-Champaign June 2008 - September 2010
Busey Wealth Management May 2004 - June 2008
Raymond James Financial Services August 2000 - June 2008
BankIllinois August 1999 - May 2004
Henneman Raufeisen & Associates, Inc. August 1998 - August 1999
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Marketing
Education
Indiana State University - Scott College of Business 1994 — 1998
Bachelor of Science, Administrative Office Systems
Kaplan University 2003 — 2006
Certificate, Financial Planning
Beth Mayberry's Busey Wealth Management Experience April 2007 - April 2009
Job Math and Science Teacher Middle School at Sarasota County School Distrcit
Industry Retail
Experience
Sarasota County School Distrcit September 2011 - Present
Fine Bait & Tackle December 2009 - September 2014
Busey Wealth Management April 2007 - April 2009
Skills
Strategic Financial..., Microsoft Office, Small Business, Public Speaking, Strategic Planning, Insurance, Microsoft Excel, Investments, Management, Integrating Technology..., Classroom Management, Classroom Assessment, Curriculum Innovation, Curriculum Development
Education
State College of Florida-Manatee-Sarasota 2007 — 2008
Teaching Certification
University of South Florida
BA, Interdisciplinary Sociology
Sarasota County School Distrcit September 2011 - Present
Fine Bait & Tackle December 2009 - September 2014
Busey Wealth Management April 2007 - April 2009
Skills
Strategic Financial..., Microsoft Office, Small Business, Public Speaking, Strategic Planning, Insurance, Microsoft Excel, Investments, Management, Integrating Technology..., Classroom Management, Classroom Assessment, Curriculum Innovation, Curriculum Development
Education
State College of Florida-Manatee-Sarasota 2007 — 2008
Teaching Certification
University of South Florida
BA, Interdisciplinary Sociology
Melissa (Randles) Hendricks's Busey Wealth Management Experience December 2013 - Present
Job Vice President and Private Wealth Advisor at Busey Wealth Management
Industry Banking
Experience
Busey Wealth Management December 2013 - Present
Commerce Bank February 2012 - November 2013
Busey Trust Company 2002 - 2012
Skills
Wealth Management, Portfolio Management, Retirement Planning, Banking, Investment Strategies, Investment Management, Asset Managment, Investments, Retail Banking, Asset Allocation, Strategic Financial..., Retirement, Estate Planning
Education
University of Illinois at Urbana-Champaign 1998 — 2002
Busey Wealth Management December 2013 - Present
Commerce Bank February 2012 - November 2013
Busey Trust Company 2002 - 2012
Skills
Wealth Management, Portfolio Management, Retirement Planning, Banking, Investment Strategies, Investment Management, Asset Managment, Investments, Retail Banking, Asset Allocation, Strategic Financial..., Retirement, Estate Planning
Education
University of Illinois at Urbana-Champaign 1998 — 2002
Elizabeth Krchak's Busey Wealth Management Experience Certified Trust and Financial Advisor. Manage investments for high net worth clients
Job Senior Vice President & Private Wealth Advisor at Busey Wealth Management
Industry Financial Services
Experience
Busey Wealth Management Certified Trust and Financial Advisor. Manage investments for high net worth clients
Rotary 2009 - 2010
Busey Bank 1995 - 2004
Busey Carter Travel 1990 - 1995
First of America Bank 1988 - 1990
First National Bank of Champaign 1984 - 1988
Skills
Wealth Management, Asset Management, Banking, Management, Credit, Loans, Financial Services, Finance, Budgets, Portfolio Management, Retirement Planning, Sales Management, Strategic Financial..., Investments, Wealth Management...
Education
American Bankers Association 2005 — 2007
CTFA, Trust & Financial Advisor
University of Illinois at Urbana-Champaign
B. S., Communications
Busey Wealth Management Certified Trust and Financial Advisor. Manage investments for high net worth clients
Rotary 2009 - 2010
Busey Bank 1995 - 2004
Busey Carter Travel 1990 - 1995
First of America Bank 1988 - 1990
First National Bank of Champaign 1984 - 1988
Skills
Wealth Management, Asset Management, Banking, Management, Credit, Loans, Financial Services, Finance, Budgets, Portfolio Management, Retirement Planning, Sales Management, Strategic Financial..., Investments, Wealth Management...
Education
American Bankers Association 2005 — 2007
CTFA, Trust & Financial Advisor
University of Illinois at Urbana-Champaign
B. S., Communications
Kate Albin's Busey Wealth Management Experience May 2007 - May 2008
Job Associate Attorney at Hurley, Rogner, Miller, Cox & Waranch, P.A.
Industry Law Practice
Experience
Hurley, Rogner, Miller, Cox & Waranch, P.A. September 2012 - Present
Hernandez, Hicks, & Valois May 2011 - September 2012
Busey Wealth Management May 2007 - May 2008
Skills
Civil Litigation, Courts, Mediation, Legal Research, Legal Writing, Corporate Law, Litigation, Mergers & Acquisitions, Personal Injury
Education
University of Florida - Fredric G. Levin College of Law 2008 — 2010
J.D., Law
Universidad de Costa Rica 2009 — 2009
University of Illinois at Urbana 2003 — 2007
Bachelor of Arts, Economics
Hurley, Rogner, Miller, Cox & Waranch, P.A. September 2012 - Present
Hernandez, Hicks, & Valois May 2011 - September 2012
Busey Wealth Management May 2007 - May 2008
Skills
Civil Litigation, Courts, Mediation, Legal Research, Legal Writing, Corporate Law, Litigation, Mergers & Acquisitions, Personal Injury
Education
University of Florida - Fredric G. Levin College of Law 2008 — 2010
J.D., Law
Universidad de Costa Rica 2009 — 2009
University of Illinois at Urbana 2003 — 2007
Bachelor of Arts, Economics
Kyle Pellum's Busey Wealth Management Experience March 2010 - July 2011
Job Financial Manager at Allstate
Industry Banking
Experience
Allstate June 2011 - Present
Busey Wealth Management March 2010 - July 2011
Legends Golf Course August 2008 - October 2009
Skills
Microsoft Excel, Leadership, Tableau, SAP BW, SAP Financial, Financial Modeling
Education
University of Illinois at Urbana-Champaign 2007 — 2011
BS, Finance
Allstate June 2011 - Present
Busey Wealth Management March 2010 - July 2011
Legends Golf Course August 2008 - October 2009
Skills
Microsoft Excel, Leadership, Tableau, SAP BW, SAP Financial, Financial Modeling
Education
University of Illinois at Urbana-Champaign 2007 — 2011
BS, Finance
Rory Mammano's Busey Wealth Management Experience July 2015 - Present
Job Trader at Busey Wealth Management
Industry Investment Management
Experience
Busey Wealth Management July 2015 - Present
Postlethwaite & Netterville May 2013 - July 2015
City of New Roads August 2012 - May 2013
Champaign County YMCA August 2011 - August 2012
Quincy University May 2010 - August 2011
KC Lawncare March 2006 - September 2009
Industrial Surfacing Incorporated April 2007 - September 2007
Skills
Financial Statement..., Stock Valuation, Microsoft Excel, Financial Instruments, Microsoft Word, Microsoft Office, Outlook, Social Media, PowerPoint, Sales, Facebook, Event Planning, Social Media Marketing, Quantitative Research, Public Relations, Research, Editing, Leadership, Time Management
Education
Quincy University 2009 — 2011
Bachelor's degree, Finance
Eastern Illinois University 2007 — 2008
General Education
Centennial Highschool 2003 — 2007
Busey Wealth Management July 2015 - Present
Postlethwaite & Netterville May 2013 - July 2015
City of New Roads August 2012 - May 2013
Champaign County YMCA August 2011 - August 2012
Quincy University May 2010 - August 2011
KC Lawncare March 2006 - September 2009
Industrial Surfacing Incorporated April 2007 - September 2007
Skills
Financial Statement..., Stock Valuation, Microsoft Excel, Financial Instruments, Microsoft Word, Microsoft Office, Outlook, Social Media, PowerPoint, Sales, Facebook, Event Planning, Social Media Marketing, Quantitative Research, Public Relations, Research, Editing, Leadership, Time Management
Education
Quincy University 2009 — 2011
Bachelor's degree, Finance
Eastern Illinois University 2007 — 2008
General Education
Centennial Highschool 2003 — 2007
Shannon Emberton, CTFA's Busey Wealth Management Experience July 2013 - Present
Job Sale & Service Coordinator at PNC Wealth Management (Unofficial)
Industry Financial Services
Experience
PNC Wealth Management (Unofficial) October 2014 - Present
PNC Wealth Management (Unofficial) 2014 - Present
Busey Wealth Management July 2013 - Present
PNC Wealth Management (Unofficial) 2014 - 2014
Busey Wealth Management July 2008 - July 2013
American Funds June 2005 - June 2008
Skills
Asset Management, Wealth Management, Investments, Wealth Management..., Portfolio Management, Retirement Planning, Banking, Investment Strategies, Retirement, Asset Allocation, Loans, Credit, Mortgage Lending, Retail Banking, Strategic Financial..., CTFA, Investment Advisory, Financial Planning
Education
Marian University 2000 — 2004
Bachelor of Science (BS), Economics
PNC Wealth Management (Unofficial) October 2014 - Present
PNC Wealth Management (Unofficial) 2014 - Present
Busey Wealth Management July 2013 - Present
PNC Wealth Management (Unofficial) 2014 - 2014
Busey Wealth Management July 2008 - July 2013
American Funds June 2005 - June 2008
Skills
Asset Management, Wealth Management, Investments, Wealth Management..., Portfolio Management, Retirement Planning, Banking, Investment Strategies, Retirement, Asset Allocation, Loans, Credit, Mortgage Lending, Retail Banking, Strategic Financial..., CTFA, Investment Advisory, Financial Planning
Education
Marian University 2000 — 2004
Bachelor of Science (BS), Economics
Aaron Sutton, CFA's Busey Wealth Management Experience 2004 - Present
Job Portfolio Manager at Busey Wealth Management
Industry Financial Services
Experience
Busey Wealth Management 2004 - Present
Skills
Asset Managment, Investments, Wealth Management, Portfolio Management, Asset Allocation, Investment Strategies, Wealth Management..., Investment Advisory, Retirement Planning, Strategic Financial..., Financial Modeling, Retirement, Banking, Estate Planning, Equities, Mutual Funds
Education
University of Illinois at Urbana-Champaign
Busey Wealth Management 2004 - Present
Skills
Asset Managment, Investments, Wealth Management, Portfolio Management, Asset Allocation, Investment Strategies, Wealth Management..., Investment Advisory, Retirement Planning, Strategic Financial..., Financial Modeling, Retirement, Banking, Estate Planning, Equities, Mutual Funds
Education
University of Illinois at Urbana-Champaign
Jenna Baier's Busey Wealth Management Experience September 2008 - Present
Job Wealth Advisor Assistant/Private Client Specialist at Busey Wealth Management
Industry Banking
Experience
Busey Wealth Management September 2008 - Present
Education
University of Indianapolis - School of Business 2003 — 2007
Bachelor of Science, Business Adminstration, Marketing
Busey Wealth Management September 2008 - Present
Education
University of Indianapolis - School of Business 2003 — 2007
Bachelor of Science, Business Adminstration, Marketing
Melanie Angelatos's Busey Wealth Management Experience February 2014 - Present
Job Wealth Advisor Assistant at Busey Wealth Management
Industry Financial Services
Experience
Busey Wealth Management February 2014 - Present
Busey Wealth Management September 2012 - February 2014
Busey Wealth Management August 2011 - September 2012
COUNTRY ® Financial May 2010 - May 2011
Skills
PowerPoint, Securities, Microsoft Office, Microsoft Excel, Time Management, Financial Analysis, Investments, Middle Office, Customer Service, Cash Management
Education
Illinois State University 2007 — 2011
Bachelor of Science, Finance; Accounting
Busey Wealth Management February 2014 - Present
Busey Wealth Management September 2012 - February 2014
Busey Wealth Management August 2011 - September 2012
COUNTRY ® Financial May 2010 - May 2011
Skills
PowerPoint, Securities, Microsoft Office, Microsoft Excel, Time Management, Financial Analysis, Investments, Middle Office, Customer Service, Cash Management
Education
Illinois State University 2007 — 2011
Bachelor of Science, Finance; Accounting