Great Plains Trust Company
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Great Plains Trust Company Employees
MFS Investment Management November 2014 - Present
American Century Investments February 2000 - November 2014
Transamerica February 1999 - February 2000
Great Plains Trust Company January 1998 - January 1999
JP Morgan/American Century Retirement Plan Services January 1995 - January 1998
American Century Investments January 1993 - January 1995
American Century Investments July 1990 - January 1993
Skills
Retirement Planning, Pensions, Mutual Funds, Asset Allocation, Wealth Management, Series 63, Portfolio Management, Investment Advisory, Investment Strategies, Investment Management, Strategic Financial..., Investments, Asset Management, Money Management, Fixed Income Portfolio..., Stock Market, Capital Markets, Series 6, Wealth Accumulation..., ETFs, Separately Managed...
Education
Kansas State University 1986 — 1990
Bachelor of Science (BS), Business Administration, Finance
Great Plains Trust Company October 2013 - Present
U.S. Tennis Association - Missouri Valley August 2009 - October 2013
RubinBrown LLP August 2005 - August 2009
Skills
Quickbooks, Tax, Accounting, Finance, CPA, QuickBooks
Education
Missouri Southern State University 1997 — 2001
Accounting
Great Plains Trust Company March 2012 - Present
Country Club Financial Services, Inc October 2003 - March 2012
Skills
Investments, Retirement Planning, Portfolio Management, Financial Analysis, Mutual Funds, Management
Education
University of Missouri-Kansas City 2001 — 2003
MBA, Finance
University of Missouri-Columbia 1997 — 2001
B.S.B.A., Business - Finance & Banking
Avalara - Telecom Unit February 2015 - Present
Great Plains Trust Company May 2013 - January 2015
ADP February 2011 - April 2013
Principal Financial Group May 2007 - August 2010
Paychex January 2005 - May 2007
Kansas City Star November 2002 - December 2004
Skills
Retirement, Investments, Human Resources, Marketing, Employee Benefits, Business Development, Sales, Retirement Planning, Series 7, Series 63
Education
The University of Kansas 1998 — 2002
BA, Business, Advertising; Marketing
Great Plains Trust Company March 2012 - Present
American Century Investments 2011 - 2012
Morgan Stanley Smith Barney 2010 - 2011
Skills
Investments, Wealth Management, Asset Allocation, Valuation, Financial Modeling, Series 7, Series 63, Investment Management, Portfolio Management, Mutual Funds, Uniform Combined State..., Financial Analysis, Series 65, Investment Strategies, Retirement Planning
Education
Southern Methodist University 2005 — 2009
Children's Mercy Hospital September 2014 - Present
Attorney-at-Law September 2012 - September 2014
First National Bank - Kansas, a division of First National Bank of Omaha July 2008 - June 2012
Great Plains Trust Company February 2003 - July 2008
Midwest Trust Company 1996 - 2002
Mentor Trust Company 1995 - 1996
Johnson County Bank September 1984 - June 1995
Skills
New Business Development, Wealth Management, Estate Planning, Retirement Planning, Trusts, Asset Allocation, Financial Analysis, Banking, Asset Managment, Strategic Financial..., Securities, High Net Worth..., Retirement, Asset Management, Wealth Management..., Financial Services, Trust Services, Wills, Real Estate, Estate Administration, Charitable Trusts, Estate Tax Planning, Nonprofits, Customer Service, Leadership
Education
University of Kansas School of Law 1981 — 1984
Juris Doctorate, Law
Kansas State University 1976 — 1980
Bachelor of Science, Business Finance
Shawnee Mission South High School 1974 — 1976
Diploma, General High School Studies
Shauna Renee Photography June 2009 - Present
Great Plains Trust Company April 2013 - Present
Kornitzer Captial Management August 2005 - March 2013
Miller's Photography Lab June 2003 - December 2004
Subway August 2000 - May 2003
Skills
Microsoft Office, Photography, Photoshop, InDesign, Customer Service, Management, Editing, Advertising, Team Building, Leadership, Microsoft Excel, Social Media, Sales, Social Networking
Education
Pittsburg State University 2000 — 2003
BST, Commercial Graphics w/emphasis in Photography
Ottawa University 1998 — 2000
Human Services, Elementary Education
Great Plains Trust Company August 2012 - Present
BB&T 2011 - 2012
SunTrust Bank 1986 - 1993
Bank of America 1985 - 1986
Allegheny Beverage Corporation 1983 - 1985
Wells Fargo 1981 - 1983
UMB Bank 1978 - 1981
Skills
Commercial Lending, Portfolio Management, Investment Management, Financial Analysis, Investor Relations, Corporate Finance, General Securities..., Personal Financial..., Life Insurance, Health Insurance, Long Term Care Insurance, Banking, Commercial Banking, Private Banking, Wealth Management, Small Business Lending, Mortgage Lending, Credit Analysis, Risk Management, Investment Portfolio, Loans, Finance
Education
University of Missouri-Kansas City
Master of Business Administration (M.B.A.)
University of Nebraska-Lincoln
Bachelor's Degree
Great Plains Trust Company May 2013 - Present
Skills
CompTIA A+ Certification, Windows Server, Windows 7, Linux, Microsoft Office, Microsoft Exchange, VMware ESX, VPN, PHP, HTML
Education
Western Governors University 2014 — 2016
Bachelor's Degree, Information Technology
The University of Kansas 2011 — 2013
Johnson County Community College 2009 — 2011
Associates Degree, Liberal Arts and Sciences/Liberal Studies
State Street December 2008 - Present
Great Plains Trust Company December 2006 - November 2008
Bank of America January 2006 - December 2006
Skills
Fund Accounting, Bloomberg, Mutual Funds, Financial Analysis, Fixed Income, Corporate Actions, Equities, Financial Reporting, Hedge Funds, Fund Administration, Derivatives, Securities, Account Reconciliation, Accounting, Financial Modeling
Education
Pittsburg State University 1999 — 2001
Park University 2012 — 2014
Bachelor of Science (B.S.), Accounting, 3.6
University of Kansas 1999 — 2004
Bachelor of Science (B.S.), Communication, General, 3.0
Kansas City Power & Light District April 2008 - Present
Great Plains Trust Company January 2007 - March 2008
Skills
Forecasting, Process Improvement, Contract Negotiation, Strategic Planning, Account Management, Budgets, Risk Management, Leadership, Team Building, Management, Analysis, Marketing, Sales, Sales Management, Sales Operations, Salesforce Training, Outside Sales
Education
University of Missouri-Kansas City 2001 — 2005
Bachelor of Business Administration (BBA), Finance, General
Amanda Yount Photography 2006 - Present
Creative Method 2012 - Present
Embarq 2006 - 2009
Great Plains Trust Company 2003 - 2006
HRS/Erase, Inc. 1999 - 2003
Skills
Accounting, Auditing, Financial Reporting, Sarbanes-Oxley, Internal Controls, Process Improvement, Financial Analysis, Finance, General Ledger, Account Reconciliation, Sarbanes-Oxley Act
Education
Park University 2004 — 2006
B.S.
Northwest Missouri State University 1996 — 1998
Great Plains Trust Company July 2009 - Present
UMB Bank March 2007 - December 2007
Stinson Morrison Hecker September 2002 - February 2007
The Honorable Jerry Moran 1999 - 2002
U.S. House of Representatives 1998 - 2002
Senator Pat Roberts 1997 - 1997
Skills
Tax, Securities, Civil Litigation, Legal Writing, Commercial Litigation, Legal Research, Litigation, Investments, Investment Management, Wealth Management, Due Diligence, Trusts, Legislative Relations, Retirement Planning, Estate Planning, Nonprofits
Education
Georgetown University Law Center 1999 — 2002
The University of Kansas 1993 — 1997
B.A., Classics
Freedom Wealth Advisors, LLC May 2010 - Present
Sport and Activity Center, LLC November 2007 - Present
Great Plains Trust Company March 2008 - September 2010
Financial Counselors February 2003 - March 2008
UMB Bank February 1994 - February 2003
Skills
Investments, Asset Allocation, Wealth Management, Retirement Planning, Strategic Financial..., Securities, Asset Managment, Mutual Funds, Portfolio Management, Credit, Retirement, 401k, Investment Management, Financial Analysis, Investment Advisory, Investment Strategies, Bonds, IRAs, Finance, Fixed Income, Fixed Annuities, Financial Markets, Equities, Small Business, Estate Planning, Financial Services, Loans, Wealth, Asset Management, Financial Planners, Alternative Investments, Funding, 401k Rollovers, Financial Structuring, Relationship Management, Pensions, High Net Worth..., Hedge Funds, Trading
Education
Rockhurst University 1992 — 1994
MBA, Finance, Business
University of Central Missouri 1982 — 1987
BS BA, Finance
Missouri State University 1984 — 1985
computers
Great Plains Trust Company June 2010 - Present
Commerce Bank January 2010 - June 2010
Skills
Investments, Securities, Retirement Planning, Wealth Management, Financial Analysis, Portfolio Management, Mutual Funds, Asset Allocation, Asset Management, Strategic Financial..., Retirement, Estate Planning, Trusts, High Net Worth...
Education
University of Missouri-Kansas City School of Law 2007 — 2008
LL.M., Taxation
University of Missouri-Kansas City School of Law 2004 — 2007
JD, Law
Rhodes College 2000 — 2004
BA, Economics, International Studies
Union Bank & Trust February 2015 - Present
U.S. Bank April 2007 - February 2015
Great Plains Trust Company 2006 - 2007
Union Bank & Trust 2005 - 2006
U.S. Bank 2004 - 2005
U.S. Bank 2001 - 2004
U.S. Bank 2000 - 2001
Skills
Portfolio Management, Investment Research, Credit Analysis, Equities, Morningstar, Equity Research, Equity Valuation, Investment Management, Investments, Investment Strategies, Asset Allocation, Financial Research, Loans
Education
University of Nebraska-Lincoln 1996 — 2001
BS, Finance
University of Nebraska-Lincoln 1996 — 2001
Bachelor of Science (B.S.), Finance, General