Midwest Trust Company
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18 Midwest Trust Company employees in database. Find out everything there's to know about Midwest Trust Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Midwest Trust Company Employees
Employee
Years
Job
Industry
Mona Hinson Mona Hinson's Midwest Trust Company Experience March 2005 - June 2006
Job Performance and Investment Systems Officer at Country Club Bank
Industry Financial Services
Experience
Country Club Bank July 2014 - Present
FCI Advisors June 2006 - July 2014
Midwest Trust Company March 2005 - June 2006
Security Benefit August 2000 - March 2005
Security Benefit January 1995 - July 2000
Commerce Bank & Trust 1993 - 1995
Commerce Bank & Trust 1988 - 1993
Skills
Investments, Mutual Funds, Accounting, Performance Measurement, Securities, Analysis, Data Analysis, Financial Services, Process Improvement, Cross-functional..., Leadership, Social Skills, Advent, Teamwork, Investment Management, Finance, Customer Service, Microsoft Office, Portfolio Management
Education
Washburn University 2000 — 2003
Business and Accounting
Washburn University 1988 — 1991
Social Work
Butler County Community College 1987 — 1988
General Education
Country Club Bank July 2014 - Present
FCI Advisors June 2006 - July 2014
Midwest Trust Company March 2005 - June 2006
Security Benefit August 2000 - March 2005
Security Benefit January 1995 - July 2000
Commerce Bank & Trust 1993 - 1995
Commerce Bank & Trust 1988 - 1993
Skills
Investments, Mutual Funds, Accounting, Performance Measurement, Securities, Analysis, Data Analysis, Financial Services, Process Improvement, Cross-functional..., Leadership, Social Skills, Advent, Teamwork, Investment Management, Finance, Customer Service, Microsoft Office, Portfolio Management
Education
Washburn University 2000 — 2003
Business and Accounting
Washburn University 1988 — 1991
Social Work
Butler County Community College 1987 — 1988
General Education
Allegra Gassman Allegra Gassman's Midwest Trust Company Experience October 2013 - Present
Job Trust Officer at Midwest Trust Company
Industry Law Practice
Experience
Midwest Trust Company October 2013 - Present
Valley View Financial Group Trust Company October 2013 - Present
Education
University of Missouri-Kansas City School of Law 2010 — 2013
Juris Doctor
University of Notre Dame 2007 — 2010
B.A.
Loyola University of Chicago 2006 — 2006
Notre Dame de Sion High School 2002 — 2006
Midwest Trust Company October 2013 - Present
Valley View Financial Group Trust Company October 2013 - Present
Education
University of Missouri-Kansas City School of Law 2010 — 2013
Juris Doctor
University of Notre Dame 2007 — 2010
B.A.
Loyola University of Chicago 2006 — 2006
Notre Dame de Sion High School 2002 — 2006
Joseph Kenney Joseph Kenney's Midwest Trust Company Experience February 2014 - 2014
Job Actuarial Analyst Cameron Insurance Companies
Industry Insurance
Experience
Cameron Insurance Companies June 2014 - Present
Midwest Trust Company February 2014 - 2014
Huttinger Construction 2010 - 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, SQL Server Management...
Education
Rockhurst University 2010 — 2014
Bachelor of Science (B.S.), Mathematics
Cameron Insurance Companies June 2014 - Present
Midwest Trust Company February 2014 - 2014
Huttinger Construction 2010 - 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, SQL Server Management...
Education
Rockhurst University 2010 — 2014
Bachelor of Science (B.S.), Mathematics
Tammy Endres Tammy Endres's Midwest Trust Company Experience 2000 - 2006
Job Senior Vice President at FCI Advisors
Industry Investment Management
Experience
FCI Advisors 2007 - Present
Financial Counselors, Inc. August 1994 - Present
Midwest Trust Company 2000 - 2006
Education
Baker University 1998 — 2000
MBA
University of Missouri-Columbia 1984 — 1988
Finance, General
FCI Advisors 2007 - Present
Financial Counselors, Inc. August 1994 - Present
Midwest Trust Company 2000 - 2006
Education
Baker University 1998 — 2000
MBA
University of Missouri-Columbia 1984 — 1988
Finance, General
David Yost David Yost's Midwest Trust Company Experience June 2007 - Present
Job Executive Vice President at Midwest Trust Company
Industry Financial Services
Experience
Midwest Trust Company June 2007 - Present
Bank of America 1989 - 2007
Education
University of Missouri-Kansas City School of Law 1985 — 1988
BA, JD, Law
Midwest Trust Company June 2007 - Present
Bank of America 1989 - 2007
Education
University of Missouri-Kansas City School of Law 1985 — 1988
BA, JD, Law
Chuck Mikkelsen Chuck Mikkelsen's Midwest Trust Company Experience May 2005 - Present
Job Vice President & Trust Officer at Midwest Trust Company
Industry Financial Services
Experience
Midwest Trust Company May 2005 - Present
Citizens Bank & Trust 1997 - 2001
Farmers State Bank January 1984 - May 1991
First National Bank in Sioux City 1981 - 1984
Illinois State University 1979 - 1980
National Taxpayers Union 1978 - 1978
Skills
Trusts, Estate Planning, Wealth Management, Irrevocable Life..., Estate Administration, Asset Allocation, Retirement Planning, High Net Worth..., Wealth Management..., Securities, Mutual Funds
Education
University of Nebraska-Lincoln 1976 — 1979
M.A., Economics
University of Nebraska College of Law 1975 — 1979
J.D., Law
University of Nebraska-Lincoln 1973 — 1975
B.S., Business Administration
Nebraska Wesleyan University 1972 — 1973
Political Science
Midwest Trust Company May 2005 - Present
Citizens Bank & Trust 1997 - 2001
Farmers State Bank January 1984 - May 1991
First National Bank in Sioux City 1981 - 1984
Illinois State University 1979 - 1980
National Taxpayers Union 1978 - 1978
Skills
Trusts, Estate Planning, Wealth Management, Irrevocable Life..., Estate Administration, Asset Allocation, Retirement Planning, High Net Worth..., Wealth Management..., Securities, Mutual Funds
Education
University of Nebraska-Lincoln 1976 — 1979
M.A., Economics
University of Nebraska College of Law 1975 — 1979
J.D., Law
University of Nebraska-Lincoln 1973 — 1975
B.S., Business Administration
Nebraska Wesleyan University 1972 — 1973
Political Science
Alan Stetson Alan Stetson's Midwest Trust Company Experience 1996 - 2002
Job Assistant Director of Philanthropic Gift Planning at Children's Mercy Hospital
Industry Financial Services
Experience
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
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
Jamie Dodd Jamie Dodd's Midwest Trust Company Experience October 2006 - October 2007
Job Registered Nurse
Industry Medical Practice
Experience
MGA Home Healthcare April 2014 - Present
Parkland Hospital December 2012 - Present
Tandem Business Specialist October 2007 - July 2010
Strategic PM Resources, LLC June 2008 - September 2009
Advent Users Group October 2007 - October 2008
Midwest Trust Company October 2006 - October 2007
Robertson Griege and Thoele June 2002 - September 2006
Lee Financial Corporation January 1998 - June 2002
Skills
Financial Services, CRM, Portfolio Management, Strategy, Business Development, Management, Wealth Management
Education
Brookhaven Community College 1999 — 2006
Associates, Finance
MGA Home Healthcare April 2014 - Present
Parkland Hospital December 2012 - Present
Tandem Business Specialist October 2007 - July 2010
Strategic PM Resources, LLC June 2008 - September 2009
Advent Users Group October 2007 - October 2008
Midwest Trust Company October 2006 - October 2007
Robertson Griege and Thoele June 2002 - September 2006
Lee Financial Corporation January 1998 - June 2002
Skills
Financial Services, CRM, Portfolio Management, Strategy, Business Development, Management, Wealth Management
Education
Brookhaven Community College 1999 — 2006
Associates, Finance
Carrie DeMaria Carrie DeMaria's Midwest Trust Company Experience April 2015 - Present
Job Trust Officer at Midwest Trust Company
Industry Law Practice
Experience
Midwest Trust Company April 2015 - Present
DeMaria Law, LLC August 2014 - April 2015
Law Office of Talia Ravis, P.A. August 2012 - May 2014
US Department of Homeland Security January 2011 - May 2011
Law Office of Kathleen Harvey July 2007 - July 2009
Skills
Employee Benefits, Access, Administration, Administrative..., Analysis, Business, Claim, Data Entry, ERISA, Employee Relations, FMLA, HIPAA, Healthcare, Human Resources, Insurance, Litigation, Policy
Education
University of Missouri-Kansas City 2009 — 2012
Doctor of Law (J.D.)
Kansas State University 1998 — 2002
Bachelor of Science (B.S.), Human Development, Family Studies, and Related Services
Midwest Trust Company April 2015 - Present
DeMaria Law, LLC August 2014 - April 2015
Law Office of Talia Ravis, P.A. August 2012 - May 2014
US Department of Homeland Security January 2011 - May 2011
Law Office of Kathleen Harvey July 2007 - July 2009
Skills
Employee Benefits, Access, Administration, Administrative..., Analysis, Business, Claim, Data Entry, ERISA, Employee Relations, FMLA, HIPAA, Healthcare, Human Resources, Insurance, Litigation, Policy
Education
University of Missouri-Kansas City 2009 — 2012
Doctor of Law (J.D.)
Kansas State University 1998 — 2002
Bachelor of Science (B.S.), Human Development, Family Studies, and Related Services
Janice Stark's Midwest Trust Company Experience 2000 - 2015
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 Blume's Midwest Trust Company Experience May 2013 - August 2013
Job Assurance Intern at RubinBrown LLP
Industry Accounting
Experience
RubinBrown LLP June 2015 - Present
Midwest Trust Company May 2013 - August 2013
Enterprise Bank & Trust May 2012 - July 2012
Education
University of Dayton 2011 — 2016
Currently in the process of earning degrees in Accounting and Finance, Accounting and Finance
University of Dayton 2011 — 2015
Bachelor's degree in Accounting, Accounting and Finance
RubinBrown LLP June 2015 - Present
Midwest Trust Company May 2013 - August 2013
Enterprise Bank & Trust May 2012 - July 2012
Education
University of Dayton 2011 — 2016
Currently in the process of earning degrees in Accounting and Finance, Accounting and Finance
University of Dayton 2011 — 2015
Bachelor's degree in Accounting, Accounting and Finance
David Upsdell's Midwest Trust Company Experience May 2007 - Present
Job Information systems strategy design plan governance develop direct experience security, CGEIT, CRISC, PMP, ITIL, CISM
Industry Information Technology and Services
Experience
Midwest Trust Company May 2007 - Present
BT Global Services March 2004 - May 2007
Strategic IT Solutions Consulting June 2003 - March 2004
IBD, Inc December 2000 - June 2003
Computer Task Group, Inc November 1998 - December 2000
Yellow New Zealand (Telecom Directories Ltd) April 1996 - October 1998
Skills
IT Governance, IT Strategy, Enterprise Software, Business Process..., Cloud Computing, Agile Methodologies, Enterprise Architecture, Software Development, Software Project..., Program Management, Information Security..., Integration, IT Service Management, IT Management, Governance, PMP, Information Technology, Business Analysis, SDLC, Management, IT Solutions, Strategic Planning, Process Improvement, ITIL, Outsourcing, Business Process, CRM, Solution Architecture, Project Management, Consulting, Strategy, SharePoint, Business Continuity, Project Portfolio..., PMO, Business Intelligence, Management Consulting, COBIT, SaaS, Strategic IT, ERP, Resource Management, IT Outsourcing, Professional Services, Data Warehousing
Education
Massey University
Bachelor of Science
University of Auckland
Post-Graduate MBA Masters level Dip Business
Kauffman Foundation 2003 — 2003
FastTrac
Midwest Trust Company May 2007 - Present
BT Global Services March 2004 - May 2007
Strategic IT Solutions Consulting June 2003 - March 2004
IBD, Inc December 2000 - June 2003
Computer Task Group, Inc November 1998 - December 2000
Yellow New Zealand (Telecom Directories Ltd) April 1996 - October 1998
Skills
IT Governance, IT Strategy, Enterprise Software, Business Process..., Cloud Computing, Agile Methodologies, Enterprise Architecture, Software Development, Software Project..., Program Management, Information Security..., Integration, IT Service Management, IT Management, Governance, PMP, Information Technology, Business Analysis, SDLC, Management, IT Solutions, Strategic Planning, Process Improvement, ITIL, Outsourcing, Business Process, CRM, Solution Architecture, Project Management, Consulting, Strategy, SharePoint, Business Continuity, Project Portfolio..., PMO, Business Intelligence, Management Consulting, COBIT, SaaS, Strategic IT, ERP, Resource Management, IT Outsourcing, Professional Services, Data Warehousing
Education
Massey University
Bachelor of Science
University of Auckland
Post-Graduate MBA Masters level Dip Business
Kauffman Foundation 2003 — 2003
FastTrac
Chris Frensley's Midwest Trust Company Experience February 2005 - June 2005
Job Server Engineering Manager
Industry Information Technology and Services
Experience
Applied Fluid Power July 2011 - Present
Novastar Mortgage 2005 - June 2011
Midwest Trust Company February 2005 - June 2005
Gentiva Health Services February 2003 - February 2005
Polsinelli Shalton & Welte November 2001 - November 2002
EPIQ Systems November 1999 - November 2001
Quarterdeck February 1999 - August 1999
Skills
Microsoft Exchange, Servers, VMware, Citrix, Microsoft SQL Server, SQL, Windows Server, VMware Infrastructure, Active Directory, Disaster Recovery, Cloud Computing, C#, VBScript, ASP.NET, Troubleshooting, SharePoint, Technical Support, Networking, Information Technology, IIS, Virtualization, Network Administration
Education
University of Missouri-Columbia 1992 — 1995
Applied Fluid Power July 2011 - Present
Novastar Mortgage 2005 - June 2011
Midwest Trust Company February 2005 - June 2005
Gentiva Health Services February 2003 - February 2005
Polsinelli Shalton & Welte November 2001 - November 2002
EPIQ Systems November 1999 - November 2001
Quarterdeck February 1999 - August 1999
Skills
Microsoft Exchange, Servers, VMware, Citrix, Microsoft SQL Server, SQL, Windows Server, VMware Infrastructure, Active Directory, Disaster Recovery, Cloud Computing, C#, VBScript, ASP.NET, Troubleshooting, SharePoint, Technical Support, Networking, Information Technology, IIS, Virtualization, Network Administration
Education
University of Missouri-Columbia 1992 — 1995
Alfred Hagemann's Midwest Trust Company Experience September 2002 - Present
Job Alfred C Hagemann Consultant
Industry Accounting
Experience
Financial Counselors, Inc. 2005 - Present
Heartland Capital Funding LLC 2004 - Present
Midwest Trust Company September 2002 - Present
Alfred C Hagemann, CPA September 1999 - Present
Arthur Andersen, LLP June 1964 - September 1998
Skills
Tax, Financial Analysis, Management Consulting, Strategic Financial..., Accounting, Investments, Asset Management, Portfolio Management, Wealth Management, Investment Advisory, Private Equity, Retirement Planning, Financial Planning
Education
Southern Illinois University, Edwardsville 1959 — 1963
BS, Accounting
Financial Counselors, Inc. 2005 - Present
Heartland Capital Funding LLC 2004 - Present
Midwest Trust Company September 2002 - Present
Alfred C Hagemann, CPA September 1999 - Present
Arthur Andersen, LLP June 1964 - September 1998
Skills
Tax, Financial Analysis, Management Consulting, Strategic Financial..., Accounting, Investments, Asset Management, Portfolio Management, Wealth Management, Investment Advisory, Private Equity, Retirement Planning, Financial Planning
Education
Southern Illinois University, Edwardsville 1959 — 1963
BS, Accounting
Janessa Gilbert's Midwest Trust Company Experience January 2008 - September 2010
Job Staff Financial Planner at Sonas Financial Group Inc
Industry Financial Services
Experience
Sonas Financial Group Inc June 2015 - Present
Mariner Wealth Advisors September 2010 - January 2012
Midwest Trust Company January 2008 - September 2010
StateStreet Group, LLC 2005 - 2008
Skills
Mutual Funds, Investments, Accounting, Microsoft Office, Microsoft Excel, Analysis, Process Improvement, Salesforce.com, Account Reconciliation, Microsoft Word, Financial Planning, Portfolio Management, Excel, Customer Relations, Word, APX, Moxy, REX, Finance, Securities
Education
Fort Hays State University 2001 — 2005
Bachelor of Business Administration (BBA), Finance
Sublette High 1997 — 2001
Sonas Financial Group Inc June 2015 - Present
Mariner Wealth Advisors September 2010 - January 2012
Midwest Trust Company January 2008 - September 2010
StateStreet Group, LLC 2005 - 2008
Skills
Mutual Funds, Investments, Accounting, Microsoft Office, Microsoft Excel, Analysis, Process Improvement, Salesforce.com, Account Reconciliation, Microsoft Word, Financial Planning, Portfolio Management, Excel, Customer Relations, Word, APX, Moxy, REX, Finance, Securities
Education
Fort Hays State University 2001 — 2005
Bachelor of Business Administration (BBA), Finance
Sublette High 1997 — 2001
Phil Heffley's Midwest Trust Company Experience 2011 - Present
Job Vice President at Midwest Trust Company
Industry Investment Management
Experience
Midwest Trust Company 2011 - Present
Skills
Retirement Planning, Mutual Funds, Wealth Management, Estate Planning, Trusts, Securities, Asset Allocation, Wealth Management..., Asset Management
Education
The University of Kansas 1975 — 1980
B.S. & B.S., Business Admin. and Mechanical Engineering
Midwest Trust Company 2011 - Present
Skills
Retirement Planning, Mutual Funds, Wealth Management, Estate Planning, Trusts, Securities, Asset Allocation, Wealth Management..., Asset Management
Education
The University of Kansas 1975 — 1980
B.S. & B.S., Business Admin. and Mechanical Engineering
Pam Buchanan's Midwest Trust Company Experience July 2009 - Present
Job Trust Officer at Midwest Trust Company
Industry Financial Services
Experience
Midwest Trust Company July 2009 - Present
Bremen Bank & Trust Co July 2005 - July 2009
Allegiant Bank & Trust Company October 1999 - June 2005
Education
Saint Louis University
Bachelor of Science (BS), Communication, General
Midwest Trust Company July 2009 - Present
Bremen Bank & Trust Co July 2005 - July 2009
Allegiant Bank & Trust Company October 1999 - June 2005
Education
Saint Louis University
Bachelor of Science (BS), Communication, General
Lana Britz (formerly Harding)'s Midwest Trust Company Experience December 2005 - Present
Job Vice President and Trust Officer at Midwest Trust Company
Industry Financial Services
Experience
Midwest Trust Company December 2005 - Present
UMB Bank April 1984 - November 2005
Skills
Wealth Management, Mutual Funds, Investments, Estate Planning, Retirement Planning, Securities, Portfolio Management, High Net Worth..., Trusts, Retirement
Education
Rockhurst College
BS, Business Administration-Finance & Economics
Midwest Trust Company December 2005 - Present
UMB Bank April 1984 - November 2005
Skills
Wealth Management, Mutual Funds, Investments, Estate Planning, Retirement Planning, Securities, Portfolio Management, High Net Worth..., Trusts, Retirement
Education
Rockhurst College
BS, Business Administration-Finance & Economics