Commerce Brokerage Services, Inc.
Industry: Company
DescriptionHeadquarters: St. Louis, MO Parent organization: COMMERCE BANK OF KANSAS CITY N A Subsidiary: Commerce Brokerage Services, Inc, Asset Management Arm
Commerce Brokerage Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Commerce Brokerage Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Commerce Brokerage Services, Inc. Employees
Employee
Years
Job
Industry
Ryan Bly Ryan Bly's Commerce Brokerage Services, Inc. Experience August 2013 - Present
Job AVP/Financial Advisor at Commerce Brokerage Services, Inc.
Industry Financial Services
Experience
Commerce Brokerage Services, Inc. August 2013 - Present
UMB Bank July 2009 - August 2013
UMB Bank November 2006 - July 2009
UMB Bank February 2006 - November 2006
Skills
Series 7, Series 66, Life & Health Insurance..., Wealth Management, Finance, Relationship Management, Loans, Banking, Retail Banking, Investments, Mutual Funds, Wealth Management..., Investment Advisory, Asset Management, Insurance, Financial Services, Home Equity Lines of..., Financial Advisory, Securities
Education
Columbia College 2008 — 2010
B.S., Financial Services
Southwest Baptist University 2002 — 2005
B.S., Music-Classical Guitar
Rockhurst High School
Commerce Brokerage Services, Inc. August 2013 - Present
UMB Bank July 2009 - August 2013
UMB Bank November 2006 - July 2009
UMB Bank February 2006 - November 2006
Skills
Series 7, Series 66, Life & Health Insurance..., Wealth Management, Finance, Relationship Management, Loans, Banking, Retail Banking, Investments, Mutual Funds, Wealth Management..., Investment Advisory, Asset Management, Insurance, Financial Services, Home Equity Lines of..., Financial Advisory, Securities
Education
Columbia College 2008 — 2010
B.S., Financial Services
Southwest Baptist University 2002 — 2005
B.S., Music-Classical Guitar
Rockhurst High School
Chris Radzom Chris Radzom's Commerce Brokerage Services, Inc. Experience January 2011 - Present
Job Brokerage & Investment Advisory Executive |Sales Manager & Coach |Strategic Planner |COO, Commerce Brokerage Services
Industry Financial Services
Experience
Commerce Brokerage Services, Inc. January 2011 - Present
Bank Insurance & Securities Association (BISA) March 2013 - Present
Commerce Brokerage Services, Inc. January 2005 - January 2011
Commerce Brokerage Services, Inc. January 2000 - January 2005
Mercantile Investment Services March 1997 - January 2000
Mark Twain Brokerage Services May 1994 - March 1997
Skills
Registered Investment..., Investments, Wealth Management, Brokerage, Mutual Funds
Education
Fontbonne University
Bachelor of Business Administration (BBA)
Commerce Brokerage Services, Inc. January 2011 - Present
Bank Insurance & Securities Association (BISA) March 2013 - Present
Commerce Brokerage Services, Inc. January 2005 - January 2011
Commerce Brokerage Services, Inc. January 2000 - January 2005
Mercantile Investment Services March 1997 - January 2000
Mark Twain Brokerage Services May 1994 - March 1997
Skills
Registered Investment..., Investments, Wealth Management, Brokerage, Mutual Funds
Education
Fontbonne University
Bachelor of Business Administration (BBA)
Michele Clark, CFP®, CRPC® Michele Clark, CFP®, CRPC®'s Commerce Brokerage Services, Inc. Experience 1993 - 1994
Job Financial Planner, FeeOnly, by the hour
Industry Financial Services
Experience
Clark Hourly Financial Planning, LLC June 2010 - Present
Financial Planning Association of Greater St. Louis January 2014 - Present
Charles Schwab 1996 - 2008
Boatmen's Investment Services 1994 - 1996
Edward Jones 1994 - 1994
Commerce Brokerage Services, Inc. 1993 - 1994
Commerce Bank of St. Louis, N.A. 1991 - 1994
Skills
Financial Planning, College Planning, Retirement Planning, Retirement Income..., Investments
Education
College for Financial Planning
CHARTERED RETIREMENT PLANNING COUNSELOR (SM)
Purdue University
BA, Psychology
Univeristy of Missouri - St. Louis
Chancellor's Certificate in Educational Requirements Training for CFP Certification
Clark Hourly Financial Planning, LLC June 2010 - Present
Financial Planning Association of Greater St. Louis January 2014 - Present
Charles Schwab 1996 - 2008
Boatmen's Investment Services 1994 - 1996
Edward Jones 1994 - 1994
Commerce Brokerage Services, Inc. 1993 - 1994
Commerce Bank of St. Louis, N.A. 1991 - 1994
Skills
Financial Planning, College Planning, Retirement Planning, Retirement Income..., Investments
Education
College for Financial Planning
CHARTERED RETIREMENT PLANNING COUNSELOR (SM)
Purdue University
BA, Psychology
Univeristy of Missouri - St. Louis
Chancellor's Certificate in Educational Requirements Training for CFP Certification
Dan Matter Dan Matter's Commerce Brokerage Services, Inc. Experience November 2013 - Present
Job Financial Advisor Assistant Vice President at Commerce Brokerage Services Inc.
Industry Financial Services
Experience
Commerce Brokerage Services Inc. November 2013 - Present
Commerce Brokerage Services, Inc. September 2011 - November 2013
Commerce Bank October 2005 - August 2011
US Bank January 2003 - October 2005
Skills
Financial Analysis, Series 7, Investments, Portfolio Management, Credit Analysis, Mutual Funds, Financial Services, Financial Modeling, Customer Service, Microsoft Excel, Business Analysis, Process Improvement, Outlook, Budgets, Microsoft Office
Education
University of Missouri-Columbia 1998 — 2001
BS, Consumer & Family Econmics
Commerce Brokerage Services Inc. November 2013 - Present
Commerce Brokerage Services, Inc. September 2011 - November 2013
Commerce Bank October 2005 - August 2011
US Bank January 2003 - October 2005
Skills
Financial Analysis, Series 7, Investments, Portfolio Management, Credit Analysis, Mutual Funds, Financial Services, Financial Modeling, Customer Service, Microsoft Excel, Business Analysis, Process Improvement, Outlook, Budgets, Microsoft Office
Education
University of Missouri-Columbia 1998 — 2001
BS, Consumer & Family Econmics
Shannon Daniels Shannon Daniels's Commerce Brokerage Services, Inc. Experience April 2004 - November 2011
Job Financial Advisor at U.S. Bancorp Investments, Inc.
Industry Financial Services
Experience
U.S. Bancorp Investments, Inc. November 2011 - Present
Commerce Brokerage Services, Inc. April 2004 - November 2011
Skills
Disability Insurance, Wealth Management, Retirement Planning, Long Term Care Insurance, Event Planning, Wealth Preservation..., College Funding..., Strategic Planning, Succession Planning, Hedge Funds, Investments, Fixed Annuities, Retirement, Customer Service, Insurance, Finance, Team Building, Long-term Care, Banking, Series 7
Education
Southeast Missouri State University 1997 — 2000
BSBA, Financial Economics
U.S. Bancorp Investments, Inc. November 2011 - Present
Commerce Brokerage Services, Inc. April 2004 - November 2011
Skills
Disability Insurance, Wealth Management, Retirement Planning, Long Term Care Insurance, Event Planning, Wealth Preservation..., College Funding..., Strategic Planning, Succession Planning, Hedge Funds, Investments, Fixed Annuities, Retirement, Customer Service, Insurance, Finance, Team Building, Long-term Care, Banking, Series 7
Education
Southeast Missouri State University 1997 — 2000
BSBA, Financial Economics
Aaron Wrenn's Commerce Brokerage Services, Inc. Experience January 2014 - Present
Job Financial Advisor at Commerce Brokerage Services, Inc.
Industry Financial Services
Experience
Commerce Brokerage Services, Inc. January 2014 - Present
Edward Jones August 2012 - January 2014
Morgan Stanley Smith Barney October 2010 - August 2012
Morgan Stanley January 2007 - October 2010
Hormel Foods August 2005 - November 2006
Education
University of Missouri - Trulaske College of Business 2001 — 2005
BSBA, Finance
Commerce Brokerage Services, Inc. January 2014 - Present
Edward Jones August 2012 - January 2014
Morgan Stanley Smith Barney October 2010 - August 2012
Morgan Stanley January 2007 - October 2010
Hormel Foods August 2005 - November 2006
Education
University of Missouri - Trulaske College of Business 2001 — 2005
BSBA, Finance
Shareen Beal Shareen Beal's Commerce Brokerage Services, Inc. Experience July 1987 - Present
Job Financial Consultant, Senior Vice President at Commerce Brokerage Services, Inc.
Industry Banking
Experience
Commerce Brokerage Services, Inc. July 1987 - Present
Skills
Financial Services, Mutual Funds, Stocks, Municipal Bonds, Convertible Bonds, High Yield Bonds, Life Insurance, Succession Planning, Strategic Financial..., Variable Annuities, Fixed Annuities, Indexed Annuities, Equity Indexed Annuities, 401k Rollovers, 401k, 403 b, Simple IRA, Separately Managed..., SEP IRA, Investment Advisory, Portfolio Management, Banking
Education
Missouri State University
Commerce Brokerage Services, Inc. July 1987 - Present
Skills
Financial Services, Mutual Funds, Stocks, Municipal Bonds, Convertible Bonds, High Yield Bonds, Life Insurance, Succession Planning, Strategic Financial..., Variable Annuities, Fixed Annuities, Indexed Annuities, Equity Indexed Annuities, 401k Rollovers, 401k, 403 b, Simple IRA, Separately Managed..., SEP IRA, Investment Advisory, Portfolio Management, Banking
Education
Missouri State University
Patty McClain's Commerce Brokerage Services, Inc. Experience August 2011 - April 2013
Job Client Service Associate Archer Wealth Managment, LLC
Industry Banking
Experience
Archer Wealth Management, LLC January 2015 - Present
Northwestern Mutual April 2013 - November 2014
Commerce Brokerage Services, Inc. August 2011 - April 2013
Spring Creek Condominium Association October 2006 - August 2011
Self Employed March 2002 - June 2006
Commerce Brokerage November 1994 - January 2006
Skills
Strategic Planning, Microsoft Office, Customer Service, Microsoft Excel, Team Building, Public Speaking
Education
Central Methodist University-College of Liberal Arts & Sciences 1986 — 1990
Bachelor of Science (BS), Accounting and Computer Science
Virden High School, Virden Illinois 1982 — 1986
High School
Archer Wealth Management, LLC January 2015 - Present
Northwestern Mutual April 2013 - November 2014
Commerce Brokerage Services, Inc. August 2011 - April 2013
Spring Creek Condominium Association October 2006 - August 2011
Self Employed March 2002 - June 2006
Commerce Brokerage November 1994 - January 2006
Skills
Strategic Planning, Microsoft Office, Customer Service, Microsoft Excel, Team Building, Public Speaking
Education
Central Methodist University-College of Liberal Arts & Sciences 1986 — 1990
Bachelor of Science (BS), Accounting and Computer Science
Virden High School, Virden Illinois 1982 — 1986
High School
Odie Blakely Odie Blakely's Commerce Brokerage Services, Inc. Experience March 2014 - March 2015
Job Software Applications Specialist at Commerce Bank
Industry Financial Services
Experience
Commerce Bank July 2015 - Present
Commerce Brokerage Services, Inc. March 2014 - March 2015
Commerce Brokerage Services, Inc. February 2013 - February 2014
Commerce Brokerage Services, Inc. October 2011 - February 2013
BancorpSouth Investment Services, Inc. July 2009 - June 2011
EdVenture Partners August 2008 - December 2008
EdVenture Partners January 2008 - December 2008
Skills
Marketing Communications, Marketing, Public Relations, Advertising, Customer Service, Management, Media Relations, Event Planning, Training, Social Media, Press Releases, Copywriting, Time Management, Research, Finance, Investment Banking, Public Speaking, Consumer Behaviour, Social Media Marketing, Facebook, Fantasy Football, Reputation Management, Event Management, Social Networking, Series 7, Series 63, Twitter, Salesforce.com, Salesforce.com..., Salesforce Training
Education
Missouri State University 2004 — 2008
Bachelor, Public Relations
Commerce Bank July 2015 - Present
Commerce Brokerage Services, Inc. March 2014 - March 2015
Commerce Brokerage Services, Inc. February 2013 - February 2014
Commerce Brokerage Services, Inc. October 2011 - February 2013
BancorpSouth Investment Services, Inc. July 2009 - June 2011
EdVenture Partners August 2008 - December 2008
EdVenture Partners January 2008 - December 2008
Skills
Marketing Communications, Marketing, Public Relations, Advertising, Customer Service, Management, Media Relations, Event Planning, Training, Social Media, Press Releases, Copywriting, Time Management, Research, Finance, Investment Banking, Public Speaking, Consumer Behaviour, Social Media Marketing, Facebook, Fantasy Football, Reputation Management, Event Management, Social Networking, Series 7, Series 63, Twitter, Salesforce.com, Salesforce.com..., Salesforce Training
Education
Missouri State University 2004 — 2008
Bachelor, Public Relations
Keith Cash's Commerce Brokerage Services, Inc. Experience August 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
Commerce Broerage Services, Inc. August 2011 - Present
Commerce Brokerage Services, Inc. August 2011 - Present
Commerce Bancshares, Inc. August 2010 - July 2011
Aflac May 2009 - August 2010
Pulte Homes February 2006 - September 2008
State Bank May 2004 - December 2005
National Football League March 1991 - December 1996
Skills
Investments, Insurance, Retirement Planning, Finance, Series 7, Series 63, Strategic Financial..., Life Insurance, Public Speaking, Portfolio Management, Retirement, Financial Services, Mutual Funds, Asset Managment
Education
The University of Texas at Austin 1987 — 1991
Sport Management
Commerce Broerage Services, Inc. August 2011 - Present
Commerce Brokerage Services, Inc. August 2011 - Present
Commerce Bancshares, Inc. August 2010 - July 2011
Aflac May 2009 - August 2010
Pulte Homes February 2006 - September 2008
State Bank May 2004 - December 2005
National Football League March 1991 - December 1996
Skills
Investments, Insurance, Retirement Planning, Finance, Series 7, Series 63, Strategic Financial..., Life Insurance, Public Speaking, Portfolio Management, Retirement, Financial Services, Mutual Funds, Asset Managment
Education
The University of Texas at Austin 1987 — 1991
Sport Management
Nicole Roesch's Commerce Brokerage Services, Inc. Experience May 2013 - September 2015
Job Registered Sales Assistant at Commerce Brokerage Services, Inc.
Industry Media Production
Experience
Commerce Brokerage Services, Inc. May 2013 - September 2015
Hi/Tec Copy Center August 2007 - May 2013
KLMJ 2006 - 2007
Skills
Adobe Creative Suite, Graphic Design, Microsoft Office, Digital Printing, Customer Service
Education
Truman State University 2001 — 2005
Nerinx Hall High School 1997 — 2001
Commerce Brokerage Services, Inc. May 2013 - September 2015
Hi/Tec Copy Center August 2007 - May 2013
KLMJ 2006 - 2007
Skills
Adobe Creative Suite, Graphic Design, Microsoft Office, Digital Printing, Customer Service
Education
Truman State University 2001 — 2005
Nerinx Hall High School 1997 — 2001
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY