National Advisors Trust
Description
Address: 800 E 101st Terrace #300, Kansas City, MO 64131 Hours: Closed ⋅ Opens 8AM Mon SaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (877) 527-3476Place name: : : : Website: Category: : : : Website: http://www.nationaladvisorstrust.com/ Category: Financial Institution 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. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of National Advisors Trust Company Posting publicly on the Web Write a review Reviews Be the first to review
National Advisors Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at National Advisors Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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National Advisors Trust Employees
Employee
Years
Job
Industry
Robert Kaspar Robert Kaspar's National Advisors Trust Experience 2008 - Present
Job Managing Principal at The Windsor Group, Ltd.
Industry Financial Services
Experience
National Advisors Holdings, Inc. 2011 - Present
National Advisors Trust 2008 - Present
The Windsor Group, Ltd. 2000 - Present
Somerset Wealth Management 1998 - 2000
Somerset Financial Services 1997 - 1998
Irwin Union Investor Services 1990 - 1996
Irwin Union Investor Services 1987 - 1990
Irwin Union Corporation 1984 - 1987
Ernst & Young 1981 - 1984
Skills
Certified Public..., Investment Advisory, Personal Financial..., Estate Planning, Finance, Financial Analysis, Strategic Planning, Organizational..., Non-profits, Endowments, Nonprofits, Investments, Mergers & Acquisitions, Strategic Financial..., Portfolio Management
Education
Ball State University 1976 — 1981
Bachelor's degree, Accounting and Management
National Advisors Holdings, Inc. 2011 - Present
National Advisors Trust 2008 - Present
The Windsor Group, Ltd. 2000 - Present
Somerset Wealth Management 1998 - 2000
Somerset Financial Services 1997 - 1998
Irwin Union Investor Services 1990 - 1996
Irwin Union Investor Services 1987 - 1990
Irwin Union Corporation 1984 - 1987
Ernst & Young 1981 - 1984
Skills
Certified Public..., Investment Advisory, Personal Financial..., Estate Planning, Finance, Financial Analysis, Strategic Planning, Organizational..., Non-profits, Endowments, Nonprofits, Investments, Mergers & Acquisitions, Strategic Financial..., Portfolio Management
Education
Ball State University 1976 — 1981
Bachelor's degree, Accounting and Management
Allison Apple's National Advisors Trust Experience August 2012 - September 2014
Job Marketing and Graphic Design
Industry Philanthropy
Experience
Cortica Creative Design August 2011 - Present
Children's Mercy Hospital September 2014 - Present
National Advisors Trust August 2012 - September 2014
National Premium April 2008 - August 2012
Westlake Hardware March 2006 - March 2008
The Personal Marketing Company April 2003 - March 2006
Sprint September 2002 - April 2003
Skills
Photography, Graphic Design, Marketing Communications, Business Cards, Direct Mail, Trade Shows, Creative Development, Promotions, Layout, Social Media, B2B, Event Management, Brochures, Customer Relations, Customer Service, Budgeting, Copywriting, Banners, Cause Marketing, Marketing, Budgets, Event Planning, Creative Direction, Adobe Creative Suite, Graphics, Brand Development, Illustrator, InDesign, Public Relations, Branding & Identity, Newsletters, Direct Marketing, Brand Management, Corporate Gifts, Integrated Marketing, Market Planning, Strategy, Marketing Strategy, Competitive Analysis, Email Marketing, Advertising, Social Media Marketing
Education
University of Kansas 2010 — 2013
Master's
Baker University 1998 — 2002
Bachelor of Arts
Cortica Creative Design August 2011 - Present
Children's Mercy Hospital September 2014 - Present
National Advisors Trust August 2012 - September 2014
National Premium April 2008 - August 2012
Westlake Hardware March 2006 - March 2008
The Personal Marketing Company April 2003 - March 2006
Sprint September 2002 - April 2003
Skills
Photography, Graphic Design, Marketing Communications, Business Cards, Direct Mail, Trade Shows, Creative Development, Promotions, Layout, Social Media, B2B, Event Management, Brochures, Customer Relations, Customer Service, Budgeting, Copywriting, Banners, Cause Marketing, Marketing, Budgets, Event Planning, Creative Direction, Adobe Creative Suite, Graphics, Brand Development, Illustrator, InDesign, Public Relations, Branding & Identity, Newsletters, Direct Marketing, Brand Management, Corporate Gifts, Integrated Marketing, Market Planning, Strategy, Marketing Strategy, Competitive Analysis, Email Marketing, Advertising, Social Media Marketing
Education
University of Kansas 2010 — 2013
Master's
Baker University 1998 — 2002
Bachelor of Arts
Christopher Keyser's National Advisors Trust Experience May 2010 - July 2012
Job Attorney (pending enrollment ceremony)
Industry Law Practice
Experience
University of Kansas School of Law October 2013 - December 2014
Dentons June 2014 - July 2014
United States District Court for the District of Kansas May 2013 - July 2013
National Advisors Trust May 2010 - July 2012
Skills
Securities, Alternative Investments, Economics, Legal Writing, Financial Services, Legal Research, Research, Financial Reporting, Corporate Law
Education
University of Kansas School of Law 2012 — 2015
JD, Law
University of Missouri-Kansas City 2006 — 2010
B.A., Economics
University of Kansas School of Law October 2013 - December 2014
Dentons June 2014 - July 2014
United States District Court for the District of Kansas May 2013 - July 2013
National Advisors Trust May 2010 - July 2012
Skills
Securities, Alternative Investments, Economics, Legal Writing, Financial Services, Legal Research, Research, Financial Reporting, Corporate Law
Education
University of Kansas School of Law 2012 — 2015
JD, Law
University of Missouri-Kansas City 2006 — 2010
B.A., Economics
Curtis Aubrey, CPA Curtis Aubrey, CPA's National Advisors Trust Experience 2004 - 2006
Job
Industry Management Consulting
Experience
Fulling Management & Accounting July 2009 - Present
Curtis L Aubrey, CPA May 1994 - Present
Heart to Heart International July 2006 - June 2009
National Advisors Trust 2004 - 2006
Team Financial, Inc. 2002 - 2004
RSM McGladrey 1997 - 2002
Donnelly Meiners Jordan Kline 1997 - 2002
Sprint Publishing & Advertising 1994 - 1997
Skills
Accounting Policy, Accounting Procedures, Banking Relationships, Budgeting, Business Operations..., Business Strategy, Cash Flow Forecasting, Cash Flow Management, Financial Analysis, Financial Reporting, Gross Profit..., Non-profit..., Profitability Analysis, Profitability..., Regulatory Reporting, Strategic Planning, Budgets, Accounting, Cash Flow, Operations Management, Forecasting, Bookkeeping, Leadership, Management, General Ledger, Accounts Payable, Gross Profit, Strategic Financial..., Small Business, Nonprofits, Finance, Variance Analysis, QuickBooks, Sarbanes-Oxley Act, Tax, Executive Management, Human Resources, Banking
Education
University of Missouri-Kansas City 1992 — 1994
MS
MidAmerica Nazarene University 1988 — 1992
BA
Fulling Management & Accounting July 2009 - Present
Curtis L Aubrey, CPA May 1994 - Present
Heart to Heart International July 2006 - June 2009
National Advisors Trust 2004 - 2006
Team Financial, Inc. 2002 - 2004
RSM McGladrey 1997 - 2002
Donnelly Meiners Jordan Kline 1997 - 2002
Sprint Publishing & Advertising 1994 - 1997
Skills
Accounting Policy, Accounting Procedures, Banking Relationships, Budgeting, Business Operations..., Business Strategy, Cash Flow Forecasting, Cash Flow Management, Financial Analysis, Financial Reporting, Gross Profit..., Non-profit..., Profitability Analysis, Profitability..., Regulatory Reporting, Strategic Planning, Budgets, Accounting, Cash Flow, Operations Management, Forecasting, Bookkeeping, Leadership, Management, General Ledger, Accounts Payable, Gross Profit, Strategic Financial..., Small Business, Nonprofits, Finance, Variance Analysis, QuickBooks, Sarbanes-Oxley Act, Tax, Executive Management, Human Resources, Banking
Education
University of Missouri-Kansas City 1992 — 1994
MS
MidAmerica Nazarene University 1988 — 1992
BA
Rosemary Hueser Rosemary Hueser's National Advisors Trust Experience September 2001 - November 2011
Job Vice President, Manager of Advisory Trust Services
Industry Financial Services
Experience
BOK Financial March 2012 - Present
National Advisors Trust September 2001 - November 2011
Legacy Trust Company September 1998 - September 2001
Eagle Management Group/Life Investors May 1993 - December 1997
Skills
Business Development, Financial Services, Leadership, Entrepreneurship, Budgets, Financial Advisory, Asset Management, Financial Analysis, Investment Advisory
Education
Colorado State University 1988 — 1992
Bachelor of Science, Human Resource Management/Finance
BOK Financial March 2012 - Present
National Advisors Trust September 2001 - November 2011
Legacy Trust Company September 1998 - September 2001
Eagle Management Group/Life Investors May 1993 - December 1997
Skills
Business Development, Financial Services, Leadership, Entrepreneurship, Budgets, Financial Advisory, Asset Management, Financial Analysis, Investment Advisory
Education
Colorado State University 1988 — 1992
Bachelor of Science, Human Resource Management/Finance
Bobby McCue's National Advisors Trust Experience June 2010 - August 2011
Job Software Engineer at Cerner Corporation
Industry Financial Services
Experience
Cerner Corporation August 2011 - Present
National Advisors Trust June 2010 - August 2011
Microtech Computers Inc April 2010 - June 2010
Kansas City Power & Light June 2008 - January 2009
Results Technology June 2006 - August 2006
Skills
Databases, Visio, SQL, C#, Software Documentation, JavaScript, Troubleshooting, Servers, VB.NET, Access, HTML, CRM, Data Center, ASP, Computer Hardware
Education
University of Kansas 2005 — 2011
Bachelor of Science degree, Computer Science
Blue Valley West High School 2001 — 2005
Cerner Corporation August 2011 - Present
National Advisors Trust June 2010 - August 2011
Microtech Computers Inc April 2010 - June 2010
Kansas City Power & Light June 2008 - January 2009
Results Technology June 2006 - August 2006
Skills
Databases, Visio, SQL, C#, Software Documentation, JavaScript, Troubleshooting, Servers, VB.NET, Access, HTML, CRM, Data Center, ASP, Computer Hardware
Education
University of Kansas 2005 — 2011
Bachelor of Science degree, Computer Science
Blue Valley West High School 2001 — 2005
Lori Setser Lori Setser's National Advisors Trust Experience October 2003 - Present
Job Securities Processing Officer at National Advisors Trust
Industry Financial Services
Experience
National Advisors Trust October 2003 - Present
State Street July 2003 - September 2003
Jones & Babson, Inc September 1997 - June 2003
UMB Bank December 1989 - August 1997
Skills
Equities, Securities, Mutual Funds, Alternative Investments, Asset Allocation, Account Reconciliation, Management, Investment Advisory
Education
Maple Woods Community College
Missouri Western State University
National Advisors Trust October 2003 - Present
State Street July 2003 - September 2003
Jones & Babson, Inc September 1997 - June 2003
UMB Bank December 1989 - August 1997
Skills
Equities, Securities, Mutual Funds, Alternative Investments, Asset Allocation, Account Reconciliation, Management, Investment Advisory
Education
Maple Woods Community College
Missouri Western State University
Valerie Thieme Valerie Thieme's National Advisors Trust Experience January 2008 - October 2011
Job Accounting Manager at United Way of Topeka
Industry Accounting
Experience
United Way of Greater Topeka June 2013 - Present
H&R Block January 2013 - May 2013
Express Employment Professionals October 2011 - December 2012
National Advisors Trust January 2008 - October 2011
Phoenix Physicians 2004 - 2007
Skills
Accounting, QuickBooks, PeopleSoft, Financial Reporting, Outlook, Microsoft Excel, General Ledger, Not for Profit, Accounts Payable, JD Edwards, Peachtree, Account Reconciliation, Tax Preparation, Notary Public, Tax Returns, Accounts Receivable, Bookkeeping, Tax
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2006
Masters, Accounting
Duke University 1987 — 1991
BA, Religion
United Way of Greater Topeka June 2013 - Present
H&R Block January 2013 - May 2013
Express Employment Professionals October 2011 - December 2012
National Advisors Trust January 2008 - October 2011
Phoenix Physicians 2004 - 2007
Skills
Accounting, QuickBooks, PeopleSoft, Financial Reporting, Outlook, Microsoft Excel, General Ledger, Not for Profit, Accounts Payable, JD Edwards, Peachtree, Account Reconciliation, Tax Preparation, Notary Public, Tax Returns, Accounts Receivable, Bookkeeping, Tax
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2006
Masters, Accounting
Duke University 1987 — 1991
BA, Religion
Marcus A. Liljeberg's National Advisors Trust Experience March 2009 - August 2009
Job
Industry Investment Management
Experience
Northern Trust Corporation August 2015 - Present
Northern Trust Corporation August 2011 - August 2015
National Advisors Trust March 2009 - August 2009
Amcore Bank now BMO Harris Bank October 2006 - November 2008
MetLife March 2005 - September 2006
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Financial Reporting, Accounting, Customer Service, PowerPoint, Process Improvement, Project Management, Accounts Payable, Risk Management, Research, Credit, Team Building, Financial Modeling
Education
Keller Graduate School of Management of DeVry University 2011 — 2014
MBA, Finance
Northern Illinois University 2001 — 2004
Bachelor of Science, Economics
Northern Trust Corporation August 2015 - Present
Northern Trust Corporation August 2011 - August 2015
National Advisors Trust March 2009 - August 2009
Amcore Bank now BMO Harris Bank October 2006 - November 2008
MetLife March 2005 - September 2006
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Financial Reporting, Accounting, Customer Service, PowerPoint, Process Improvement, Project Management, Accounts Payable, Risk Management, Research, Credit, Team Building, Financial Modeling
Education
Keller Graduate School of Management of DeVry University 2011 — 2014
MBA, Finance
Northern Illinois University 2001 — 2004
Bachelor of Science, Economics
Roger Dunham Roger Dunham's National Advisors Trust Experience August 2001 - Present
Job Vice President at National Advisors Trust
Industry Financial Services
Experience
National Advisors Trust August 2001 - Present
The Legacy Trust Company 2000 - 2001
UMB Bank 1990 - 2000
B C Christopher Securities Company January 1985 - April 1990
Skills
Investment Advisory, Securities, Investments, Financial Services, Mutual Funds, Trading Systems, Equities, Trading, Fixed Income, Settlement, Bonds
Education
Missouri State University 1979 — 1982
B.S., Marketing and Management
National Advisors Trust August 2001 - Present
The Legacy Trust Company 2000 - 2001
UMB Bank 1990 - 2000
B C Christopher Securities Company January 1985 - April 1990
Skills
Investment Advisory, Securities, Investments, Financial Services, Mutual Funds, Trading Systems, Equities, Trading, Fixed Income, Settlement, Bonds
Education
Missouri State University 1979 — 1982
B.S., Marketing and Management
Matthew Haar Matthew Haar's National Advisors Trust Experience June 2005 - December 2006
Job Owner at AlphaGraphics #190
Industry Printing
Experience
AlphaGraphics November 2009 - Present
Alphagraphics January 2007 - October 2009
National Advisors Trust June 2005 - December 2006
Madison Capital Management March 2004 - November 2004
State Street Corporation January 1998 - January 2004
Skills
Promotional Products, Direct Marketing, Service Design, Variable Data Printing, Offset Printing, Direct Mail, Digital Printing, Small Business, Graphic Design, Mailings, Marketing Strategy, Marketing Communications, Creative Problem Solving, Microsoft Office, PURLs, Attention To Detail, Highly Analytical, Services Marketing, Print Production..., Large Format Printing, Print Production, Wide Format Printing, Marketing, Email Marketing, Print, Pre-press, Print On Demand, Banners, Brochures, Signs, Labels, Trade Shows, Color Management, Catalogs, Business Cards, Packaging, Brand Development, Graphics, Posters, Corporate Branding, Adobe Acrobat
Education
Baker University 2000 — 2001
MBA
Johnson and Wales University 1994 — 1997
BS, Management
Terra Linda High School 1994 — 1994
AlphaGraphics November 2009 - Present
Alphagraphics January 2007 - October 2009
National Advisors Trust June 2005 - December 2006
Madison Capital Management March 2004 - November 2004
State Street Corporation January 1998 - January 2004
Skills
Promotional Products, Direct Marketing, Service Design, Variable Data Printing, Offset Printing, Direct Mail, Digital Printing, Small Business, Graphic Design, Mailings, Marketing Strategy, Marketing Communications, Creative Problem Solving, Microsoft Office, PURLs, Attention To Detail, Highly Analytical, Services Marketing, Print Production..., Large Format Printing, Print Production, Wide Format Printing, Marketing, Email Marketing, Print, Pre-press, Print On Demand, Banners, Brochures, Signs, Labels, Trade Shows, Color Management, Catalogs, Business Cards, Packaging, Brand Development, Graphics, Posters, Corporate Branding, Adobe Acrobat
Education
Baker University 2000 — 2001
MBA
Johnson and Wales University 1994 — 1997
BS, Management
Terra Linda High School 1994 — 1994
Shelley Brink Shelley Brink's National Advisors Trust Experience July 2005 - Present
Job Senior Client Service Specialist at National Advisors Trust
Industry Financial Services
Experience
National Advisors Trust July 2005 - Present
Girl Scouts of Northeast Kansas and Northwest Missouri September 1993 - October 2010
Blue Valley School District November 2001 - June 2005
Federal Reserve Bank of Kansas City 1985 - 1990
Skills
Microsoft Excel, Microsoft Office, Event Planning, Customer Service, Administrative..., Bookkeeping, Composition, Graphic Design, Leadership, Office Management, PowerPoint, Problem Solving, Visio, Writing, Creative Writing, Youth Development, Youth Ministry
Education
University of Maryland College Park 1979 — 1983
B.S., Finance and Management Science
University of Alaska Anchorage 1978 — 1978
Montgomery County Community College, Rockville, Maryland 1975 — 1976
Theater and General Studies
Syracuse University 1974 — 1975
Architecture
National Advisors Trust July 2005 - Present
Girl Scouts of Northeast Kansas and Northwest Missouri September 1993 - October 2010
Blue Valley School District November 2001 - June 2005
Federal Reserve Bank of Kansas City 1985 - 1990
Skills
Microsoft Excel, Microsoft Office, Event Planning, Customer Service, Administrative..., Bookkeeping, Composition, Graphic Design, Leadership, Office Management, PowerPoint, Problem Solving, Visio, Writing, Creative Writing, Youth Development, Youth Ministry
Education
University of Maryland College Park 1979 — 1983
B.S., Finance and Management Science
University of Alaska Anchorage 1978 — 1978
Montgomery County Community College, Rockville, Maryland 1975 — 1976
Theater and General Studies
Syracuse University 1974 — 1975
Architecture
Norm Boone's National Advisors Trust Experience 2004 - Present
Job founder & president of Mosaic Financial Partners, Inc.
Industry Financial Services
Experience
Mosaic Financial Partners, Inc. August 1987 - Present
Harvard Business School Association of Northern California 2002 - Present
National Advisors Trust 2004 - Present
financial planning 1987 - Present
IPS AdvisorPro 2002 - October 2013
Saybrook University 2004 - September 2013
Golden Gate University 2001 - 2010
Financial Planning Association 2000 - 2003
Skills
Retirement Planning, Thought Leadership, Strategic Financial..., Wealth Management, Investments, Financial Advisory, IRAs, Estate Planning, Creative Problem Solving, Personal Finance, Investment Strategies, Businessowners
Education
Harvard Business School 1975 — 1977
MBA, Finance
Stanford University 1965 — 1969
BA, Political Science
Mosaic Financial Partners, Inc. August 1987 - Present
Harvard Business School Association of Northern California 2002 - Present
National Advisors Trust 2004 - Present
financial planning 1987 - Present
IPS AdvisorPro 2002 - October 2013
Saybrook University 2004 - September 2013
Golden Gate University 2001 - 2010
Financial Planning Association 2000 - 2003
Skills
Retirement Planning, Thought Leadership, Strategic Financial..., Wealth Management, Investments, Financial Advisory, IRAs, Estate Planning, Creative Problem Solving, Personal Finance, Investment Strategies, Businessowners
Education
Harvard Business School 1975 — 1977
MBA, Finance
Stanford University 1965 — 1969
BA, Political Science
Tim Gee Tim Gee's National Advisors Trust Experience January 2005 - October 2006
Job Inst. Custody Admin. at UMB Bank, n.a.
Industry Banking
Experience
UMB Bank, n.a. March 2007 - Present
National Advisors Trust January 2005 - October 2006
National Advisors Trust August 2001 - December 2004
Skills
Banking, Securities, Mutual Funds, Risk Management, Outlook, Financial Analysis, Equities, Alternative Investments
Education
Oklahoma State University 1987 — 1992
BS, Accounting
UMB Bank, n.a. March 2007 - Present
National Advisors Trust January 2005 - October 2006
National Advisors Trust August 2001 - December 2004
Skills
Banking, Securities, Mutual Funds, Risk Management, Outlook, Financial Analysis, Equities, Alternative Investments
Education
Oklahoma State University 1987 — 1992
BS, Accounting
Russell K Achzet, CFP(r) Russell K Achzet, CFP(r)'s National Advisors Trust Experience 1996 - Present
Job Consultant at Tunstall Consulting
Industry Financial Services
Experience
Tunstall Consulting, Inc. October 2011 - Present
Achzet Family Enterprises, Inc. February 2006 - Present
National Advisors Trust 1996 - Present
Achzet Monaghan, Inc. dba 457 Plan Service Group January 1982 - Present
Retirement and Insurance Resources, Inc. September 2011 - September 2014
Tompkins Financial Corporation May 2006 - April 2010
TEC/Vistage 1992 - 2006
AM&M Financial Services, Inc. January 1964 - December 2005
Skills
Strategic Financial..., Wealth Management, Financial Advisory, Finance, Financial Planners, Mergers & Acquisitions, Financial Services, Business Planning, Wealth, Insurance, Corporate Finance, Wealth Management..., Entrepreneurship, Investment Advisory, Estate Planning, Asset Allocation, Investment Management, Investment Strategies, Personal Finance, High Net Worth..., Personal Financial..., Certified Financial..., Wealth Accumulation, Life Insurance, Small Business, Understanding client..., Entrepreneur, Financial Planning
Education
College for Financial Planning 1978 — 1980
CFP, Financial Planning and Services
Tunstall Consulting, Inc. October 2011 - Present
Achzet Family Enterprises, Inc. February 2006 - Present
National Advisors Trust 1996 - Present
Achzet Monaghan, Inc. dba 457 Plan Service Group January 1982 - Present
Retirement and Insurance Resources, Inc. September 2011 - September 2014
Tompkins Financial Corporation May 2006 - April 2010
TEC/Vistage 1992 - 2006
AM&M Financial Services, Inc. January 1964 - December 2005
Skills
Strategic Financial..., Wealth Management, Financial Advisory, Finance, Financial Planners, Mergers & Acquisitions, Financial Services, Business Planning, Wealth, Insurance, Corporate Finance, Wealth Management..., Entrepreneurship, Investment Advisory, Estate Planning, Asset Allocation, Investment Management, Investment Strategies, Personal Finance, High Net Worth..., Personal Financial..., Certified Financial..., Wealth Accumulation, Life Insurance, Small Business, Understanding client..., Entrepreneur, Financial Planning
Education
College for Financial Planning 1978 — 1980
CFP, Financial Planning and Services
Cindy Ralls's National Advisors Trust Experience March 2012 - September 2014
Job
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
National Advisors Trust March 2012 - September 2014
J.P. Morgan December 2010 - March 2012
J.P. Morgan Retirement Plan Services January 2009 - December 2010
J.P. Morgan Retirement Plan Services January 2007 - January 2009
J.P. Morgan Retirement Plan Services December 2005 - January 2007
J.P. Morgan Retirement Plan Services December 2000 - December 2005
American Century Investments January 1997 - December 2000
American Century Investments January 1994 - December 1996
American Century Investments September 1991 - January 1994
Skills
Marketing Communications, Leadership, Strategic Communications, Marketing, Internal Communications, Relationship Management, Business Planning, Project Management, Strategic Planning, Advertising, 401k, Public Speaking, Marketing Strategy, Brand Management, Program Management, Budgets, Training, Corporate Communications, Sales Presentations, Retirement, New Business Development, Social Media, Sales, Analysis, Retirement Planning, Product Promotion, Corporate Recruiting, Sales Process, Conference Coordination, Conference Design
Education
Webster University 1992 — 1995
Master of Arts, Marketing
Missouri State University 1983 — 1987
Bachelor of Arts (BA), English Language and Literature/Letters
TIAA-CREF September 2014 - Present
National Advisors Trust March 2012 - September 2014
J.P. Morgan December 2010 - March 2012
J.P. Morgan Retirement Plan Services January 2009 - December 2010
J.P. Morgan Retirement Plan Services January 2007 - January 2009
J.P. Morgan Retirement Plan Services December 2005 - January 2007
J.P. Morgan Retirement Plan Services December 2000 - December 2005
American Century Investments January 1997 - December 2000
American Century Investments January 1994 - December 1996
American Century Investments September 1991 - January 1994
Skills
Marketing Communications, Leadership, Strategic Communications, Marketing, Internal Communications, Relationship Management, Business Planning, Project Management, Strategic Planning, Advertising, 401k, Public Speaking, Marketing Strategy, Brand Management, Program Management, Budgets, Training, Corporate Communications, Sales Presentations, Retirement, New Business Development, Social Media, Sales, Analysis, Retirement Planning, Product Promotion, Corporate Recruiting, Sales Process, Conference Coordination, Conference Design
Education
Webster University 1992 — 1995
Master of Arts, Marketing
Missouri State University 1983 — 1987
Bachelor of Arts (BA), English Language and Literature/Letters
Scott Shewmake's National Advisors Trust Experience November 2001 - November 2003
Job Digital Marketing Consultant at Dex Media
Industry Marketing and Advertising
Experience
Dex Media June 2012 - Present
Cherry Park Properties November 2003 - June 2012
National Advisors Trust November 2001 - November 2003
Skills
Business Development, SEO, Negotiation, Online Marketing, Social Networking, SEM, Investments, B2B, Real Estate, Lead Generation, Banking, Cold Calling, Management, Direct Sales, CRM, Sales Operations, Competitive Analysis, Salesforce.com, Sales, Digital Marketing, Social Media Marketing, Advertising, Account Management
Education
Sm East
Sm East
Sm East
The Col•legi Major Sant Jordi, Barcelona, Spain
Spanish Language and Literature
University of Kansas
Bachelor of Arts (BA), American Studies
Dex Media June 2012 - Present
Cherry Park Properties November 2003 - June 2012
National Advisors Trust November 2001 - November 2003
Skills
Business Development, SEO, Negotiation, Online Marketing, Social Networking, SEM, Investments, B2B, Real Estate, Lead Generation, Banking, Cold Calling, Management, Direct Sales, CRM, Sales Operations, Competitive Analysis, Salesforce.com, Sales, Digital Marketing, Social Media Marketing, Advertising, Account Management
Education
Sm East
Sm East
Sm East
The Col•legi Major Sant Jordi, Barcelona, Spain
Spanish Language and Literature
University of Kansas
Bachelor of Arts (BA), American Studies
Thomas J. Connelly, CFA, CFP Thomas J. Connelly, CFA, CFP's National Advisors Trust Experience January 2001 - December 2004
Job President and CIO, Versant Capital Management, Inc.
Industry Financial Services
Experience
Versant Capital Management, Inc. March 2004 - Present
Board of Trustees of the Arizona State Retirement System February 2007 - Present
Arizona State University Student Investment Management Fund January 2013 - Present
Institute for Preparing Heirs March 2012 - Present
Leadership Center for Investment Stewards July 2013 - Present
National Advisors Trust January 2001 - December 2004
Keats, Connelly and Associates, LLC October 1990 - July 2004
TIAA-CREF February 2000 - December 2003
Rydex Investments January 2001 - December 2002
Journal of Financial Planning January 1994 - December 2000
Education
University of Saint Thomas 1975 — 1978
BA
Arizona State University 1984 — 1985
MBA
College for Financial Planning 1989 — 1990
MS
Arizona State University 1979 — 1981
Cretin Derham 1971 — 1974
High School Diploma
Versant Capital Management, Inc. March 2004 - Present
Board of Trustees of the Arizona State Retirement System February 2007 - Present
Arizona State University Student Investment Management Fund January 2013 - Present
Institute for Preparing Heirs March 2012 - Present
Leadership Center for Investment Stewards July 2013 - Present
National Advisors Trust January 2001 - December 2004
Keats, Connelly and Associates, LLC October 1990 - July 2004
TIAA-CREF February 2000 - December 2003
Rydex Investments January 2001 - December 2002
Journal of Financial Planning January 1994 - December 2000
Education
University of Saint Thomas 1975 — 1978
BA
Arizona State University 1984 — 1985
MBA
College for Financial Planning 1989 — 1990
MS
Arizona State University 1979 — 1981
Cretin Derham 1971 — 1974
High School Diploma
Jason Baugh's National Advisors Trust Experience August 2010 - December 2011
Job Coordinator of Philanthropic Giving
Industry Hospital & Health Care
Experience
Children's Mercy Hospital August 2015 - Present
Independent Personal Trainer January 2014 - Present
National Advisors Trust Company, FSB May 2014 - April 2015
National Advisors Trust Company, FSB August 2010 - May 2014
National Advisors Trust August 2010 - December 2011
Tyson Prepared Foods October 2007 - May 2010
DST Systems August 2005 - October 2006
Skills
Securities, Mutual Funds, Customer Service, Outlook, Microsoft CRM, Notary Public, Phone Etiquette, Email Clients, Communication, Teamwork, Fitness, Personal Training, Sports Nutrition, Strength Training, Fixed Income, Equities, Financial Services, Tax, Investment Advisory, Financial Advisory, Account Reconciliation, Investments
Education
Park University 2002 — 2005
Bachelor of Arts, Business Administration; Finance
Children's Mercy Hospital August 2015 - Present
Independent Personal Trainer January 2014 - Present
National Advisors Trust Company, FSB May 2014 - April 2015
National Advisors Trust Company, FSB August 2010 - May 2014
National Advisors Trust August 2010 - December 2011
Tyson Prepared Foods October 2007 - May 2010
DST Systems August 2005 - October 2006
Skills
Securities, Mutual Funds, Customer Service, Outlook, Microsoft CRM, Notary Public, Phone Etiquette, Email Clients, Communication, Teamwork, Fitness, Personal Training, Sports Nutrition, Strength Training, Fixed Income, Equities, Financial Services, Tax, Investment Advisory, Financial Advisory, Account Reconciliation, Investments
Education
Park University 2002 — 2005
Bachelor of Arts, Business Administration; Finance
Beth Spachek Beth Spachek's National Advisors Trust Experience October 2012 - Present
Job Mutual Fund Supervisor at National Advisors Trust
Industry Financial Services
Experience
National Advisors Trust October 2012 - Present
National Advisors Trust August 2011 - November 2012
National Advisors Trust April 2007 - August 2011
Skills
Accounting, Investments, Mutual Funds, Securities, Financial Services, Strategic Financial..., Asset Management, Wealth Management, Equities, Alternative Investments
Education
University of Missouri-Kansas City 2011 — 2013
MBA, Leadership and Human Development and General Management
Kansas State University 2001 — 2006
Bachelor of Science, Business Administration
National Advisors Trust October 2012 - Present
National Advisors Trust August 2011 - November 2012
National Advisors Trust April 2007 - August 2011
Skills
Accounting, Investments, Mutual Funds, Securities, Financial Services, Strategic Financial..., Asset Management, Wealth Management, Equities, Alternative Investments
Education
University of Missouri-Kansas City 2011 — 2013
MBA, Leadership and Human Development and General Management
Kansas State University 2001 — 2006
Bachelor of Science, Business Administration
Abbie Lankford Abbie Lankford's National Advisors Trust Experience July 2010 - Present
Job Relationship Manager
Industry Financial Services
Experience
National Advisors Trust July 2010 - Present
KHC Wealth Management Services September 2007 - July 2010
Skills
Portfolio Management, Asset Allocation, Product Marketing, Microsoft Excel, Wealth Management, Mutual Funds, Financial Services, Asset Management, Outlook, Investments, Investment Management, Securities, Alternative Investments
Education
University of Missouri-Kansas City 2009 — 2011
MBA, Marketing
Texas Tech University 2001 — 2004
Bachelor of Arts, Spanish
National Advisors Trust July 2010 - Present
KHC Wealth Management Services September 2007 - July 2010
Skills
Portfolio Management, Asset Allocation, Product Marketing, Microsoft Excel, Wealth Management, Mutual Funds, Financial Services, Asset Management, Outlook, Investments, Investment Management, Securities, Alternative Investments
Education
University of Missouri-Kansas City 2009 — 2011
MBA, Marketing
Texas Tech University 2001 — 2004
Bachelor of Arts, Spanish
Aaron Bowman's National Advisors Trust Experience February 2012 - September 2013
Job SVP & CFO at Brotherhood Bank & Trust
Industry Financial Services
Experience
Brotherhood Bank & Trust September 2013 - Present
National Advisors Trust February 2012 - September 2013
Gardner Bank March 2010 - February 2012
Hillcrest Bank March 2009 - June 2009
Metcalf Bank April 2008 - December 2008
Metcalf Bank January 2000 - April 2008
Metcalf Bank January 1999 - December 2002
Metcalf Bank May 1994 - December 1999
Skills
Risk Management, Finance, Financial Analysis, Banking, Budgets, Investments, Accounting, Information Security, Vendor Management, Management, Cost Reduction, Regulatory Reporting
Education
Creighton University 1991 — 1993
Masters, Computer Systems
The University of Kansas 1987 — 1991
BS, Business, Computer Science
Brotherhood Bank & Trust September 2013 - Present
National Advisors Trust February 2012 - September 2013
Gardner Bank March 2010 - February 2012
Hillcrest Bank March 2009 - June 2009
Metcalf Bank April 2008 - December 2008
Metcalf Bank January 2000 - April 2008
Metcalf Bank January 1999 - December 2002
Metcalf Bank May 1994 - December 1999
Skills
Risk Management, Finance, Financial Analysis, Banking, Budgets, Investments, Accounting, Information Security, Vendor Management, Management, Cost Reduction, Regulatory Reporting
Education
Creighton University 1991 — 1993
Masters, Computer Systems
The University of Kansas 1987 — 1991
BS, Business, Computer Science
Nicole Ohlen's National Advisors Trust Experience August 2007 - Present
Job Account Administrator
Industry Financial Services
Experience
National Advisors Trust August 2007 - Present
National Advisors Trust June 2002 - August 2007
UMB Bank March 1999 - June 2002
Sallie Mae June 1997 - December 1998
Skills
Accounting, Financial Services, Alternative Investments
Education
Hendrix College 1993 — 1997
B.A., Economics and Business
National Advisors Trust August 2007 - Present
National Advisors Trust June 2002 - August 2007
UMB Bank March 1999 - June 2002
Sallie Mae June 1997 - December 1998
Skills
Accounting, Financial Services, Alternative Investments
Education
Hendrix College 1993 — 1997
B.A., Economics and Business
Laurie Bloom's National Advisors Trust Experience January 2002 - April 2015
Job Vice President of Client Services
Industry Financial Services
Experience
National Advisors Trust January 2002 - April 2015
Missouri Family Trust May 2001 - January 2002
Skills
Investment Advisory, Wealth Management, Asset Managment, Investments, Asset Allocation, Mutual Funds, Strategic Financial..., Financial Services, Asset Management, Securities, Retirement Planning, Financial Advisory, Alternative Investments, 401k, Series 7, Portfolio Management, Estate Planning, Equities, Investment Management
Education
Graceland University 1996 — 2000
Bachelor of Arts (BA), International Business
National Advisors Trust January 2002 - April 2015
Missouri Family Trust May 2001 - January 2002
Skills
Investment Advisory, Wealth Management, Asset Managment, Investments, Asset Allocation, Mutual Funds, Strategic Financial..., Financial Services, Asset Management, Securities, Retirement Planning, Financial Advisory, Alternative Investments, 401k, Series 7, Portfolio Management, Estate Planning, Equities, Investment Management
Education
Graceland University 1996 — 2000
Bachelor of Arts (BA), International Business
R. David Zaragoza's National Advisors Trust Experience October 2003 - Present
Job Assistant Vice President at National Advisors Trust
Industry Banking
Experience
National Advisors Trust October 2003 - Present
National Advisors Trust Company October 2003 - Present
First National Bank December 1999 - October 2003
First National Bank of Kansas 1998 - 2003
First National Bank June 1998 - December 1999
North American Savings Bank July 1996 - June 1998
Leawood Country Club 1989 - 1996
Skills
Banking, Financial Services, Financial Advisory, Management, Wealth Management, Retirement Planning, Financial Planning, Loans, Financial Analysis
Education
Rockhurst University 1991 — 1995
BSBA, Marketing
Rockhurst High School 1987 — 1991
National Advisors Trust October 2003 - Present
National Advisors Trust Company October 2003 - Present
First National Bank December 1999 - October 2003
First National Bank of Kansas 1998 - 2003
First National Bank June 1998 - December 1999
North American Savings Bank July 1996 - June 1998
Leawood Country Club 1989 - 1996
Skills
Banking, Financial Services, Financial Advisory, Management, Wealth Management, Retirement Planning, Financial Planning, Loans, Financial Analysis
Education
Rockhurst University 1991 — 1995
BSBA, Marketing
Rockhurst High School 1987 — 1991
Margaret (Stacey) Duncan's National Advisors Trust Experience February 2010 - May 2012
Job Senior Paralegal Agreements Analyst
Industry Legal Services
Experience
H&R Block June 2012 - Present
National Advisors Trust February 2010 - May 2012
Embarq 2006 - 2008
Skills
Estate Planning, Legal Research, Litigation, Compliance, Real Estate, Tax, Excel, Risk Management, Research, Microsoft Office, Word, Outlook, PowerPoint, Administration, Legal Writing, Bankruptcy, Trusts, Legal Services, Document Review, Microsoft Excel, Legal Assistance, Corporate Law
Education
Baker University
Business Administration and Management, General
Baker University
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Shawnee Mission West
H&R Block June 2012 - Present
National Advisors Trust February 2010 - May 2012
Embarq 2006 - 2008
Skills
Estate Planning, Legal Research, Litigation, Compliance, Real Estate, Tax, Excel, Risk Management, Research, Microsoft Office, Word, Outlook, PowerPoint, Administration, Legal Writing, Bankruptcy, Trusts, Legal Services, Document Review, Microsoft Excel, Legal Assistance, Corporate Law
Education
Baker University
Business Administration and Management, General
Baker University
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Shawnee Mission West
Michael Scrivens's National Advisors Trust Experience 2012 - October 2012
Job Vice President at First Republic Trust Company
Industry Financial Services
Experience
First Republic Trust Company February 2015 - Present
First Republic Trust Company October 2012 - February 2015
National Advisors Trust 2012 - October 2012
National Advisors Trust 2011 - 2012
National Advisors Trust 2006 - 2011
National Advisors Trust 2005 - 2006
Skills
Mutual Funds, Wealth Management, Banking, Financial Services, Securities, Equities, Strategic Financial..., Risk Management, Asset Managment, Investments, Financial Analysis, Portfolio Management, Trading, Investment Advisory, Asset Allocation, Financial Advisory, Investment Management, Vendor Management
Education
Missouri Western State University
Bachelor of Science (BS), Economics
Missouri Western State University
Bachelor of Arts (B.A.), Commercial Music
First Republic Trust Company February 2015 - Present
First Republic Trust Company October 2012 - February 2015
National Advisors Trust 2012 - October 2012
National Advisors Trust 2011 - 2012
National Advisors Trust 2006 - 2011
National Advisors Trust 2005 - 2006
Skills
Mutual Funds, Wealth Management, Banking, Financial Services, Securities, Equities, Strategic Financial..., Risk Management, Asset Managment, Investments, Financial Analysis, Portfolio Management, Trading, Investment Advisory, Asset Allocation, Financial Advisory, Investment Management, Vendor Management
Education
Missouri Western State University
Bachelor of Science (BS), Economics
Missouri Western State University
Bachelor of Arts (B.A.), Commercial Music
Lea Akert's National Advisors Trust Experience 2007 - 2011
Job Executive Assistant at Fulson Housing Group
Industry Construction
Experience
Fulson Housing Group August 2011 - Present
National Advisors Trust 2007 - 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Customer Service, Administrative..., Office Management, Project Management, Project Planning, Coordination, Event Planning, Project Coordination, Administration
Education
Missouri State University
Fulson Housing Group August 2011 - Present
National Advisors Trust 2007 - 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Customer Service, Administrative..., Office Management, Project Management, Project Planning, Coordination, Event Planning, Project Coordination, Administration
Education
Missouri State University