Central Trust & Investment Company
Founded: 2007 Parent organization: Central Trust And Investment Holding Company, Inc.
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Central Trust & Investment Company Employees
First Bank 2014 - Present
Central Trust & Investment Company 2010 - 2014
National City/PNC 2003 - 2010
Allegiant Insurance Services 2002 - 2003
Brandvein Financial Services 1983 - 2002
Skills
Insurance, Life Insurance, Disability Insurance, Wealth Management, Long Term Care Insurance, Banking, Retirement Planning, Portfolio Management, Strategic Financial..., Investments, Strategic Planning, Leadership, Financial Analysis, Underwriting, Customer Service, Marketing Strategy, Finance, Risk Management, Credit Analysis, Estate Planning, Investment Advisory, Marketing, Mutual Funds, Employee Benefits, Asset Allocation, Commercial Lending, Asset Management, Financial Services, Due Diligence, Long-term Care, Public Speaking, Asset Managment, Business Development, Sales Management, Project Management, Competitive Analysis, Market Planning, Training, Financial Planning
Education
University of Missouri-Columbia 1978 — 1982
Bachelor of Science (B.S.), Business
U.S. Bank October 2014 - Present
Nerium International January 2014 - Present
Northwestern Mutual February 2012 - September 2013
Central Trust & Investment Company March 2011 - February 2012
US Bank 2007 - 2009
Skills
Microsoft Excel, Customer Service, PowerPoint, Recruiting, Sales, Marketing, Outlook, Strategic Planning, Insurance, Leadership, Training, Coaching, Teamwork, Human Resources, Team Building, Interviews, College Recruiting, Finance
Education
Mineral Area College 2006 — 2007
Registered Nursing/Registered Nurse
Southeast Missouri State University 2005 — 2006
Registered Nursing/Registered Nurse
Central Trust & Investment Company August 2000 - Present
John R. Courtney, P.C. July 1996 - 2000
Courtney & Peebles, P.C. July 1978 - July 1996
Skills
Asset Management, Estate Administration, Estate Planning, High Net Worth..., Investments, Trusts, Wealth Management, Retirement Planning, Financial Planning, Financial Services, Investment Advisory
Education
Southwest Missouri State University 1971 — 1973
BS in Ed, Business Administration
Hannibal LaGrange College 1969 — 1971
Associate of Arts, Business and mathematics
Hannibal High School 1965 — 1969
Associate's degree
Central Trust & Investment Company December 2013 - Present
CS Brennaman Consulting August 2007 - December 2013
NBT Bancorp October 2010 - December 2011
TEAM Financial Asset Management, LLC December 2008 - September 2010
Fulton Financial Advisors June 2004 - July 2007
Ameriprise Asset Management (formerly American Express Financial Advisors & IDS) September 2000 - January 2004
BB&T Asset Management Group June 1995 - September 2000
U.S. Army 1978 - 1995
U.S. Army 1978 - 1995
U.S. Army 1978 - 1995
Skills
Coaching and Mentoring, Problem Solving and..., Portfolio Design, Organizational..., Organizational..., Portfolio Construction, Strategic Planning, Capital Budgeting, Risk Management, Process Improvement, Management Due Diligence, Product Analysis and..., Global Tactical Asset..., TQM, Portfolio Management, Process Management, Project Management, Problem Solving, Portfolio Optimization, Strategic Financial..., Asset Managment, Investment Strategies, Mutual Funds, Wealth Management, Asset Allocation, Investments, Asset Management, Management, Leadership, Banking, Strategy, Finance, Business Planning, Retirement Planning, Equities, Budgets, Leadership Development, Team Building, Financial Advisory, Executive Management, Business Strategy, Investment Advisory, CRM, Securities, Due Diligence, Financial Risk, Financial Analysis, Forecasting, Series 63, Financial Services
Education
Troy University
MS
Mercer University
BA
U.S. Army Command and General Staff College
Professional
Veterans United Home Loans August 2015 - Present
Veterans United Home Loans February 2015 - August 2015
Veterans United Home Loans January 2012 - February 2015
Central Trust & Investment Company February 2011 - January 2012
Central Technology Services December 2004 - February 2010
University of Missouri - Social Cognitive Neuroscience Lab January 2008 - December 2009
Skills
Data Entry, Customer Service, Process Improvement, Training, Microsoft Office, Team Leadership, Mortgage Lending, Management, Microsoft Excel, Banking, Document Imaging, Training & Development, Computer Maintenance, Banking Operations, Psychology, Customer Relations, Credit, Tableau, Data Analysis
Education
University of Missouri-Columbia 2008 — 2011
BA, Psychology
Central Trust & Investment Company June 2004 - Present
Midwest Discount Brokers 2001 - 2004
Citi 1998 - 2000
American Express Financial Advisors 1997 - 1998
Skills
Trust Management, Estate Administration, Relationship Management, Estate Planning, Estate Tax Planning, Asset Management, Investments, Retirement Planning, Investment Advisory, Wealth Management, Wealth Preservation..., Strategic Planning, Customer Service, Customer Satisfaction, Non-profit Volunteer, Mutual Funds, Asset Allocation, Investment Management, Investment Strategies, Strategic Financial..., Financial Advisory, Portfolio Management, Wealth Management...
Education
Cannon Financial Institute Trust School 2004 — 2007
CTFA, Certified Trust and Financial Advisor
University of Sioux Falls 1992 — 1997
Bachelor of Arts (B.A.), Business Administration
Central Trust & Investment Company June 1998 - Present
Skills
Banking, Trust Services, Portfolio Management, Wealth Management, Alternative Investments, Estate Planning, Financial Services, Investment Management, Retirement Planning, Mutual Funds, Investment Advisory, Asset Managment, Asset Management, Asset Allocation, Investments, Risk Management, Strategic Financial..., Fixed Income
Education
University of Missouri-Columbia
Central Trust & Investment Company March 2010 - Present
Commerce Bank September 2002 - October 2008
US Bank Private Client Group April 2000 - August 2002
McKesson August 1997 - April 2000
PaineWebber October 1990 - September 1993
Skills
Wealth Management, Portfolio Management, Strategic Financial..., Investment Management, Estate Planning, Financial Services, Private Banking, Asset Management, High Net Worth..., Investments, Marketing, Retirement Planning, Small Business Lending, Banking, Equities, Mutual Funds, Investment Advisory, Strategic Planning, Series 7, Asset Allocation, Financial Planning, Investment Strategies, Commercial Lending, Wealth Management..., Loans, Financial Analysis, Small Business, Credit, Marketing Communications, Mortgage Lending, Fixed Income, Public Speaking, Community leadership
Education
Missouri State University 1994 — 2002
MBA, Management
The University of Kansas 1986 — 1990
BA, Economics
Greenwood Laboratory School 1973 — 1986
The Ayco Company, L.P., a Goldman Sachs Company January 2015 - Present
Consilium Wealth Consulting January 2007 - December 2014
Ascendant Advisors December 2010 - April 2014
D.A. Davidson & Co. November 2010 - April 2011
Central Trust & Investment Company June 2010 - December 2010
Smartleaf February 2007 - May 2009
Compass bank June 2003 - December 2006
Bank of America January 2000 - June 2003
Bank of America Private Bank June 1996 - December 1999
Skills
Portfolio Management, Alternative Investments, Asset Management, Wealth Management, Investments, Mutual Funds, Due Diligence, Investment Strategies, Equities, Financial Analysis, Hedge Funds, Fixed Income, Financial Modeling, Research, Equity Research, Asset Managment, Risk Management, Private Banking, ETFs, Financial Advisory, Investment Management, Strategic Financial..., Investment Banking, High Net Worth..., Financial Services, Wealth Management..., Bloomberg, Bonds, Banking, Strategy, Series 63, Options, Structured Products, Separately Managed..., 401k, Fund Of Funds, Pension Funds, Chartered Financial..., Hedging, Finance, Financial Planning
Education
University of Arkansas at Little Rock 1991 — 1994
MBA, Finance
University of Central Arkansas 1987 — 1991
BBA, Marketing
Reebok June 2013 - November 2013
[QUE-IN] January 2012 - June 2013
State Street September 2009 - January 2012
That's My Lid January 2009 - October 2009
Howard University May 2009 - August 2009
Howard University August 2008 - May 2009
State Street June 2008 - August 2008
Central Trust & Investment Company February 2006 - August 2007
Skills
Advanced Excel Skills, Adobe Design Premium, Adobe Premiere Pro CS5.5, Adobe Creative Suite, Photoshop, InDesign, Microsoft Excel, Premiere, Marketing, Facebook, Social Networking, Strategy
Education
Howard University Graduate School of Business 2007 — 2009
MBA, Marketing/Finance
University of Missouri-Columbia 2001 — 2005
BA, Marketing
Central Trust & Investment Company November 2009 - Present
Skills
Retirement Planning, Wealth Management, Investments, Estate Planning, Asset Management, Mutual Funds
Education
Missouri State University 1975 — 1978
Finance, Business
Central Trust & Investment Company July 2007 - Present
Commerce Trust Company September 2002 - July 2007
US Bank February 1986 - September 2002
Skills
Investments, IRAs, Financial Advisory, Strategic Planning, Estate Planning, Leadership, Private Banking, Banking, Portfolio Management, Wealth Management, Retirement Planning, Microsoft Office, Finance
Education
Cannon Financial Institute 2004 — 2004
IRA Professional
National Graduate Trust School 1994 — 1996
Trust and Financial Managment
Drury University
Bachelor of Science -, Business Administration
Park University October 2015 - Present
Self Employed June 2012 - Present
Park University March 2014 - June 2014
Money Fitness & Coaching, LLC June 2011 - December 2012
H&R Block September 2011 - April 2012
Central Trust & Investment Company November 2008 - December 2010
Unity Church of Overland Park 2006 - 2010
Financial Planning Association-Greater Kansas City 2008 - 2009
Bank of Blue Valley November 2002 - October 2008
H&R Block December 2001 - July 2002
Skills
KS Health Insurance..., Strategic Financial..., Employee Benefits, Analysis, Strategic Planning, Budget, Personal Cash Flow..., Retirement Planning, Retirement Income..., Estate Planning, College Funding..., Personal Tax Planning, Public Speaking, Technical Writing, Project Management, Budgets, Investments, Leadership, Management, Training, Mutual Funds, Retirement, Financial Advisory, Business Development, Asset Management, Financial Planning
Education
Baker University 1991 — 1992
Masters, Business Administration-Finance
University of Kansas 1981 — 1982
Masters, Public Administration-Healthcare
Kansas State University 1971 — 1975
BS-Life Sciences, Clinical Laboratory, Healthcare
MacKay Financial Planning, LLC October 2013 - Present
Central Trust & Investment Company November 2006 - October 2013
MHN March 2008 - December 2012
The Vanguard Group July 2001 - September 2006
Skills
Strategic Financial..., Retirement Planning, Investments, Portfolio Management, Wealth Management, Investment Management, Estate Planning, Investment Strategies, Asset Allocation, Investment Advisory, Financial Planners, Wealth Management..., Financial Advisory, Mutual Funds, Asset Managment
Education
Arizona State University - W. P. Carey School of Business 1999 — 2001
BS, Economics
College for Financial Planning 2003 — 2004
CFP, Financial Planning
Central Technology Services September 2014 - Present
CDFY 2005 - 2015
Central Bancompany January 2009 - September 2014
Central Trust & Investment Company June 1992 - December 2008
Skills
Management, Business Continuity..., Trust Operations, Banking, Risk Management, Strategic Planning, Financial Analysis, Investments, Financial Services, Leadership, Business Analysis, Loans, Mortgage Lending, Credit, Sales, Process Improvement, Commercial Lending, Finance, Credit Analysis, Business Continuity, Wealth Management
Education
Cannon 2004 — 2006
Certified Securities Operations Professional
Lincoln University (MO) 1992 — 1995
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Missouri-Columbia, College of Business 1989 — 1991
Finance & Banking, Economics, Investments
Moneta Group April 2014 - Present
Moneta Group May 2011 - April 2014
Central Trust & Investment Company May 2008 - May 2011
Education
Missouri State University 2010 — 2011
Master of Business Administration (MBA), Finance, General
Missouri State University 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Pulaski Bank August 2012 - Present
Central Trust & Investment Company October 2005 - August 2012
Diggit Graphics September 2002 - August 2005
Birmingham Property Services January 1998 - January 2001
Skills
Asset Management, Customer Relations, Financial Analysis, Banking, Investments, Real Estate Finance, Relationship Development, Social Networking, Business Networking, Multitasker, Market Research, Sales Support, Market Analysis, Customer Service, Management, Real Estate, Real Estate Economics
Education
University of Missouri-Columbia 2000 — 2005
Bachelors Degree, Finance & Real Estate
Springfield Catholic High School 1996 — 2000
Central Trust & Investment Company 2003 - Present
US Bancorp May 1984 - May 2003
Skills
Portfolio Management, Investments, Management, Asset Management, Equities, Wealth Management, Mutual Funds, Financial Analysis, Fixed Income, Asset Allocation
Education
Missouri State University 1974 — 1978
Finance, Investments
Missouri State University
Verity Law Firm May 2015 - Present
PNC Wealth Management March 2013 - December 2014
Central Trust & Investment Company August 2011 - March 2013
US Bank Private Client Reserve 2010 - July 2011
PNC Wealth Management 2007 - June 2010
National City Bank 2007 - January 2010
The Laiderman Law Firm, P.C. 2003 - 2007
Skills
Estate Planning, Trusts, Succession Planning, Asset Protection, Wealth Management, Retirement Planning, Financial Planning, Asset Management, Investments, Business Planning, Strategic Financial..., Asset Managment, Wealth Management..., Risk Management, Banking, Small Business, Asset Allocation, Financial Planners, Portfolio Management, Insurance, Trust Services, Estate Law, Relationship Management, Finance, Wealth, IRAs, High Net Worth..., Investment Advisory, Investment Strategies, Mutual Funds, Estate Tax Planning, Investment Management, Securities, Retirement, Financial Services, Private Banking, Financial Advisory, Series 7, 401k, Series 63, Series 65, Charities, Alternative Investments, Trust Management, Equities, Life Insurance, Fixed Income, Series 6, Loans, Hedge Funds
Education
University of Kentucky College of Law 1990 — 1992
Juris Doctorate, Law
University of Kentucky 1985 — 1989
Bachelor of Arts, Cum Laude, Political Science
McKinsey & Company September 2015 - Present
Anheuser-Busch InBev June 2010 - August 2015
Central Trust & Investment Company December 2007 - August 2008
Edward Jones July 2005 - December 2007
Education
Washington University in St. Louis 2008 — 2010
MBA, Brand Management and Corporate Strategy
Missouri State University 2000 — 2005
Bachelor of Science (B.S.), Marketing/Marketing Management, General
University of Auckland 2002 — 2002
Study Abroad, New Zealand
Landmark Bank May 2015 - Present
Central Trust & Investment Company September 2005 - May 2015
Columbia Chamber of Commerce July 2012 - 2015
PedNet Coalition January 2009 - December 2014
The Show-Me Institute July 2009 - December 2012
Boone County National Bank April 2004 - September 2005
Boone County National Bank June 2002 - April 2004
Skills
Investments, Customer Relations, Customer Service, Non-profits, Microsoft Office, Event Planning, Public Speaking, Account Management, Radio, Liberty, Process Improvement, Nonprofits, Management, Social Networking, Strategic Planning, Public Relations, CRM, Economics
Education
University of Missouri-Columbia, College of Business 1993 — 1997
BSBA, Business Management
Hickman High School, Columbia, Missouri 1989 — 1993
Graduate
Adventures In Golf 1996 - Present
Great Adventure 1989 - Present
Central Trust & Investment Company 2003 - 2008
Land Financial Group 1986 - 1989
Merrill Lynch 1985 - 1986
First Financial Group 1985 - 1985
Edward Jones 1983 - 1985
Skills
Strategic Planning, Business Development, Risk Management, Strategic Financial..., Project Management, Economics, Marketing Strategy, Golf Instruction, Sales, Management, Leadership, Marketing, Collaborative Work, CRM, Program Management, Retirement Planning, Analysis, Estate Planning, Financial Analysis, Entrepreneurship, Coaching, Banking, Investments, Collaboration, Wealth Management, Insurance, Finance, Nonprofits, Customer Service, Public Speaking, Strategy, Selling, New Business Development, Economics of Abundance, Collaborative Systems, Adaptive Wealth..., Financial Planning and..., Risk Mitigation, Collaborative Business..., Great Adventure Design..., Balance from the Target...
Education
University of Missouri-Saint Louis 1981 — 1983
Bachelor of Science, Business Administration, Finance
Washington University in St. Louis 1981 — 1981
Mechanical Engineering
Duke University 1979 — 1980
Mechanical Engineering
Cannon Financial Institute
Advanced Wealth Strategies - 2007
Landmark Education
Parkway Central High School - Class of 1979
Professional Licensures
The School for Extraordinary Golf - 1994
Midwest Special Needs Trust September 2009 - Present
Financial Direction Consulting & Coaching, LLC March 2010 - May 2013
Central Trust & Investment Company March 2007 - June 2008
Guaranty Trust Company June 1991 - March 2007
Skills
Financial Planning, Retirement Planning, Personal Finance, Financial Education, Non-profits
Education
Certified Financial Planner
Fontbonne University
BSBA
Private Wealth Management February 2015 — Present
Central Trust & Investment Company June 2011 — January 2015
Missouri State University 2010 — June 2011
Myrl Billings Memorial Veteran's Center 2007 — 2010
United States Air Force 2000 — 2006
Education
Missouri State University 2008 — 2010
MBA, Finance
Missouri State University ... — 2013
Bachelor of Science (B.S.), Finance and Financial Management Services
Missouri State University ... — 2010
Bachelor of Science (B.S.), Risk Management & Insurance
Central Trust & Investment Company December 2007 - Present
Central Trust & Investments Co. December 2007 - November 2012
Fifth Third Bank November 2000 - November 2007
Skills
Banking, Asset Management, Portfolio Management, Estate Planning, Retirement Planning, Financial Analysis, Asset Allocation, Investments, Loans, Wealth Management
Education
Missouri State University
Bachelor of Science (B.S.), Finance
Northside Soccer Academy 2011 - Present
Calvary Missionary Baptist Church January 2010 - Present
NSD September 2002 - Present
Central Trust & Investment Company 1999 - 2002
Skills
Elementary Education, Program Facilitation, Educational Leadership, Networking, Team Building, Program Development and..., Curriculum Design, Professional Learning..., Professional Mentoring, Middle School, Secondary Education, Avid, Data Governance, Public Administration, Teaching, Curriculum Mapping, Leadership Development, Instructional Design, Staff Development, Classroom, Literacy, Educational Technology, Teacher Training, K-12, Curriculum Development, Technology Integration, Adult Education, Program Development, Tutoring, Special Education, Instructional Technology, Grant Writing, Higher Education, Community Outreach, Lesson Planning, Distance Learning, Classroom Management, E-Learning, Career Counseling, Academia, Student Engagement, College Teaching, Student Affairs, Differentiated..., Educational Consulting, Youth Development, Teacher Mentoring, Program Evaluation, Youth Mentoring, History
Education
Harris-Stowe State University 1998 — 2003
Bachelor of Science (BS), Education
University of Missouri-Saint Louis
Master of Science (MS), Educational Leadership
Northern Trust February 2011 - Present
Central Trust & Investment Company June 2009 - February 2011
U.S. Bank April 1987 - June 2009
First National Bank Tulsa 1984 - 1987
Skills
Portfolio Management, Investments, Wealth Management, Asset Managment, Retirement Planning, Asset Management, Alternative Investments, Investment Strategies, Investment Management, Fixed Income, Asset Allocation, Equities, Mutual Funds, Wealth Management..., Series 7, Investment Advisory
Education
University of Missouri-Columbia 1982 — 1983
MBA, Finance
University of Missouri-Columbia, College of Business 1979 — 1982
BSBA, Marketing
Central Trust & Investment Company September 1999 - Present
Education
Missouri State University 1984 — 1992
Bachelors, Legal Studies
Central Trust & Investment Company April 2009 - Present
US Bank Private Client Group January 2000 - April 2009
Skills
Certified IRA Services...
Education
Drury University
MBA, B.S. Business Administration
Central Trust & Investment Company September 2000 - Present
Skills
Asset Management, Banking, Portfolio Management, Investments, Mutual Funds, Customer Service, Financial Analysis, Strategic Financial..., Risk Management, Wealth Management, Financial Services, Strategic Planning, Credit, Project Management, Leadership
Education
Central Missouri State University 1980 — 1982
Central Trust & Investment Company August 2006 - Present
Skills
Wealth Management, Estate Planning, Retirement Planning, IRAs
Education
University of Missouri-Columbia 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General, Cum Laude
University of Missouri-Columbia 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government