National Advisors Trust Company, FSB

Description

Founded: 2001 Parent organization: National Advisors Holdings, Inc.

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National Advisors Trust Company, FSB Employees

Employee
Years
Job
Industry
Michael Plank Michael Plank Shawnee, Kansas Details
Michael Plank's National Advisors Trust Company, FSB Experience February 2013 - March 2014
Job Johnson County Appraiser; Blogger
Industry Government Administration
Experience
Johnson County  July 2014 - Present
National Advisors Trust Company, FSB   February 2013 - March 2014
First Trust Company of Onaga   March 2012 - February 2013
Benefit Trust Company  February 2008 - February 2012
Metcalf Bank  January 2004 - February 2008

Skills
Customer Service, Account Reconciliation, Account Management, Account Relations, Compliance, Banking, Risk Assessment, Enterprise Risk..., Compliance Oversight, Customer Support, Client Relations Skills, Report Writing, Creative Writing, Written Communication, Oral & Written..., Oversight, Accounting, Portfolio Management, Policy, Finance, Sales

Education
Emporia State University   1998 — 2002
Bachelor of Science (BS), Political Science and Government

Chaparral

Lynn DePriest Lynn DePriest Kansas City, Missouri Area Details
Lynn DePriest's National Advisors Trust Company, FSB Experience March 2015 - Present
Job Trust Officer at National Advisors Trust Company, FSB
Industry Financial Services
Experience
National Advisors Trust Company, FSB   March 2015 - Present
BMO Harris Private Banking  May 2008 - February 2015
University of Central Missouri  July 2006 - May 2008
University of Central Missouri  July 2003 - July 2006
Midwest Pension Administrators, Inc.   February 1995 - July 2003

Skills
CTFA, Commercial Lending, Management

Education
Columbia College   2009 — 2013
Bachelor of Science in Business Administration, Accounting, Summa Cum Laude

University of Central Missouri

Althea Thompson Althea Thompson Kansas City, Missouri Area Details
Althea Thompson's National Advisors Trust Company, FSB Experience April 2014 - March 2015
Job Medical Advocate at Cigna Health Benefits
Industry Telecommunications
Experience
Cigna Health Benefits  March 2015 - Present
National Advisors Trust Company, FSB   April 2014 - March 2015
Suture Express  May 2012 - April 2014
Sprint Nextel  2006 - 2012
AT&T  1997 - 2003
AT&T  1993 - 1997
Sprint Nextel  January 1991 - January 1992

Skills
Call Center, Customer Service, Customer Satisfaction, Telecommunications, Customer Experience, Troubleshooting, Sales, Microsoft Excel, Team Building, Microsoft Office, Team Leadership, Project Management, Account Management, Operations Management, Sales Management, Call Centers, Strategic Planning, Wireless, Management, Program Management, Selling, VoIP, Vendor Management

Education
Park University   2011 — 2013
Bachelor's degree, Business Administration and Management, General, 3.5

Longview Community College   2008 — 2011
Associate of Arts (AA), Business/Commerce, General

Jeffrey Paradis Jeffrey Paradis Buies Creek, North Carolina Details
Jeffrey Paradis's National Advisors Trust Company, FSB Experience June 2015 - Present
Job Wealth Management Intern at First Citizens Bank
Industry Financial Services
Experience
National Advisors Trust Company, FSB   June 2015 - Present
First Citizens Bank  May 2014 - August 2014
Link Staffing Services  February 2011 - April 2014

Skills
Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Teamwork, Time Management, Investments, Financial Analysis

Education
Campbell University   2011 — 2015
Bachelor of Business Administration (BBA), Trust and Wealth Management

Olympic High School   2007 — 2011

Ron Ferguson Ron Ferguson Overland Park, Kansas Details
Ron Ferguson's National Advisors Trust Company, FSB Experience March 2008 - September 2012
Job Financial Services Executive
Industry Financial Services
Experience
Store Financial  September 2014 - Present
Ferguson Group, LLC   September 2012 - Present
National Advisors Trust Company, FSB   March 2008 - September 2012
Results Technology Inc.   2005 - 2008
Euronet Worldwide, Inc.   1999 - 2004
Bankline MidAmreica   1996 - 1999
AeroComm Inc.   1994 - 1996
Informix Software / Innovative Software   1984 - 1990

Education
University of Kansas - Graduate School of Business
MBA, Business

University of Kansas
BS, Business

KHS

Troy Kuhn, CFP®, CAIA℠, MBA Troy Kuhn, CFP®, CAIA℠, MBA Overland Park, Kansas Details
Troy Kuhn, CFP®, CAIA℠, MBA's National Advisors Trust Company, FSB Experience April 2014 - June 2015
Job Wealth Management Advisor, Partner at Harvest Advisors, LLC
Industry Financial Services
Experience
Harvest Advisors, LLC   July 2015 - Present
National Advisors Trust Company, FSB   April 2014 - June 2015
Steben & Company, Inc.   February 2008 - April 2014
SEI  July 2006 - February 2008
Western Financial Planning  July 2002 - January 2006
MBNA  October 1993 - July 2002

Skills
Series 7, Series 3, Series 30, Certified Financial..., Distinguished..., Investments, Leadership, Alternative Investments, ETFs, Asset Allocation, Series 63, Relationship Management, Mutual Funds, Hedge Funds, Business Development, Budgets, Insurance

Education
Chartered Alternative Investment Analyst Association   2013 — 2014
CAIA, Pass

Boston University   2005 — 2008
Financial Planning Program

University of Delaware - Lerner College of Business and Economics   1996 — 1999
MBA, International Business

Albright College   1987 — 1992
BS, Finance

John Christensen, JD, CFP® John Christensen, JD, CFP® Kansas City, Missouri Area Details
John Christensen, JD, CFP®'s National Advisors Trust Company, FSB Experience 2005 - 2007
Job Financial Advisor at BlueCreek Investment Partners
Industry Financial Services
Experience
BlueCreek Investment Partners  April 2011 - Present
Enterprise Bank & Trust  September 2007 - April 2011
National Advisors Trust Company FSB  2005 - 2007
Newton O'connor Turner & Ketchum   2004 - 2005
Party Perfect  1998 - 2003
Bill Barrett   1996 - 1996

Skills
Retirement Planning, Estate Planning, Financial Planning, Asset Management, Risk Management, Leadership, Management, Asset Managment, Strategic Financial..., Investment Advisory, Securities, Investments, Retirement, Financial Planners

Education
University of Tulsa College of Law   2003 — 2005
Juris Doctor, Certificate in Entrepreneurial Law

Hastings College   1994 — 1998
BA, Business Admin and Economics

Nichole Henderleiter Nichole Henderleiter Kansas City, Missouri Area Details
Nichole Henderleiter's National Advisors Trust Company, FSB Experience February 2014 - Present
Job Relationship Manager at National Advisors Trust Company
Industry Financial Services
Experience
National Advisors Trust Company, FSB   February 2014 - Present
J.P. Morgan   July 2012 - February 2014
J.P. Morgan Retirement Plan Services   January 2008 - July 2012
J.P. Morgan   January 2006 - January 2008
J.P. Morgan Retirement Plan Services   February 2005 - January 2006
J.P. Morgan   August 2004 - February 2005
Target Corporation  July 2003 - August 2004
A Full House   May 2001 - July 2003

Skills
Relationship Management, Leadership, Project Management, Relationship Building, Retirement, Investments, Mutual Funds, Retirement Planning, Financial Services, Insurance, Series 63, Hold Series 7, Series 65, ASPPA- RFP 1 & 2, 401k, Training, Series 6, CRM, Strategic Planning, Defined Contribution, Client Services, Thought Leadership, Trust Services

Education
Baker University   2006 — 2008
M.B.A.

The University of Kansas   1996 — 2001
B.A.

Baker University
MBA

The University of Kansas
BA

Wyatt Zawisza Wyatt Zawisza Mission, Kansas Details
Wyatt Zawisza's National Advisors Trust Company, FSB Experience June 2014 - September 2015
Job Securities Processing Specialist at National Advisors Trust Company, FSB
Industry Financial Services
Experience
RTS Financial  September 2015 - Present
National Advisors Trust Company, FSB   June 2014 - September 2015
Bankers Life and Casualty Company  March 2014 - May 2014
Cafe Europa  September 2013 - January 2014
Papi Chulo's Mexican Restaurant   October 2012 - February 2013
Iguana Watersports, Inc.   May 2012 - August 2012

Skills
Management, Marketing, Strategic Public..., Microsoft Word, Microsoft Excel, Microsoft Office, Social Media Marketing, Sales, Event Planning, Time Management, Customer Service

Education
Northwest Missouri State University   2008 — 2013
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services

Northwest Missouri State University   2008 — 2013
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services

Jason Baugh Jason Baugh Kansas City, Missouri Area Details
Jason Baugh's National Advisors Trust Company, FSB Experience May 2014 - April 2015
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

Andon Bervert Andon Bervert Lenexa, Kansas Details
Andon Bervert's National Advisors Trust Company, FSB Experience May 2013 - Present
Job Mutual Fund Specialist
Industry Financial Services
Experience
National Advisors Trust Company, FSB   May 2013 - Present
Allen Automotive   May 2010 - May 2013
Hen House  August 2005 - July 2009

Skills
Customer Service, Automotive, Microsoft Office, Sales

Education
University of Missouri-Kansas City   2011 — 2012
Business, Finance

Kansas State University   2009 — 2011
Finance

Blake Randel Blake Randel Overland Park, Kansas Details
Blake Randel's National Advisors Trust Company, FSB Experience May 2015 - Present
Job Client Service Specialist at National Advisors Trust Company, FSB
Industry Insurance
Experience
National Advisors Trust Company, FSB   May 2015 - Present
National Flood Services  July 2013 - May 2015
Unified Life Insurance Company  August 2011 - July 2013
Boilermakers National Funds  February 2009 - July 2011
Arrow Speed Warehouse  May 2006 - November 2008
Blockbuster  September 2004 - May 2006

Skills
Insurance, Subrogation, Claim, Medicare, Claim Investigation, Claims Resolution, Claims Handling, PPO, Health Insurance, Provider Relations, Claims Management, Underwriting, Training, Peer Mentoring, FEMA Elevation..., Flood Insurance

Education
Kansas State University   2000 — 2002

John J. Sullivan John J. Sullivan Lees Summit, Missouri Details
John J. Sullivan's National Advisors Trust Company, FSB Experience January 2014 - Present
Job Chief Financial Officer
Industry Financial Services
Experience
National Advisors Trust Company, FSB   January 2014 - Present
J.P. Morgan   August 2007 - March 2013
J.P. Morgan   July 2005 - August 2007
Bank One  December 2003 - July 2005
Bank One  January 2002 - November 2003

Skills
Margin Improvement, Budgeting, Income Statement..., Management Reporting, Executive Presentations, Executive Team, Strategic Modeling, Cost Accounting, New Business Pricing, Incentive Compensation..., Expense Management, Employee Development, Transformational..., Chief Financial Officer, CFO, Business Intelligence, Financial Reporting, Strategic Planning, Coaching, Project Management, Profit and Loss..., Leadership Development, Executive-level..., Budgets, Corporate Finance, Pricing, Financial Modeling, Management, Investments, Mutual Funds, Financial Analysis, Executive Management, Change Management, Business Strategy, Risk Management, Banking, Managerial Finance, Portfolio Management

Education
Indiana University - Kelley School of Business   1983 — 1986
Bachelor of Science (B.S.), Finance, General

Purdue University   1982 — 1983

Colleen M. Berry Colleen M. Berry Greater Philadelphia Area Details
Colleen M. Berry's National Advisors Trust Company, FSB Experience August 2013 - Present
Job Experienced Business Strategy, Marketing & Relationship Management Professional
Industry Financial Services
Experience
National Advisors Trust Company, FSB   August 2013 - Present
Haverford College  January 2009 - July 2013
SEI  2007 - 2008
SEI  June 2006 - July 2007
SEI  2003 - 2007
SEI  2001 - 2003
SEI  1998 - 2000
SEI  November 1992 - 1997
First Fidelity Bank (merged into Wells Fargo)   1988 - November 1992

Skills
Business Development, Marketing Strategy, Business Relationship..., Business Planning, Business Process..., Market Research, Market Analysis, Strategic Planning, Marketing Communications, Business Strategy..., Solution Development, Team-oriented, Team Building, Project Management, Program Management, Process Improvement, Fundraising, Non-profits, Strategy, Nonprofits, Start-ups, Management, Corporate Branding, Business Strategy, Marketing, Alumni Relations, Annual Giving, Community Outreach, Sales, Team Leadership, Stewardship, CRM, Philanthropy, New Business Development

Education
Arcadia University
Bachelor of Arts, Corporate Communications

Tom Bain Tom Bain Greater Philadelphia Area Details
Tom Bain's National Advisors Trust Company, FSB Experience March 2014 - Present
Job Business Project Manager at National Advisors Trust Company, FSB
Industry Financial Services
Experience
National Advisors Trust Company, FSB   March 2014 - Present
Ronald M. Coffin General Contractors   May 2009 - March 2014
Cooper Realty Associates, Inc   2012 - February 2014
Air Test and Evaluation Squadron One, United States Navy   2007 - 2009
Patrol Squadron Nine, U.S. Navy   April 2004 - May 2007

Education
Leadership Delaware   2011 — 2011

United State Naval Test Pilot School   2009 — 2009
UAV Short Course

Randolph-Macon College   1997 — 2001
B.A., Business/Economics

Casey Cabela Steffens Casey Cabela Steffens Kansas City, Missouri Area Details
Casey Cabela Steffens's National Advisors Trust Company, FSB Experience January 2014 - Present
Job Trust Officer at National Advisors Trust Company, FSB
Industry Law Practice
Experience
National Advisors Trust Company, FSB   January 2014 - Present
Country Club Trust Company  September 2010 - December 2013
Morrow Poppe Law Firm   May 2009 - May 2010
Nebraska Attorney General's Office  May 2008 - August 2008

Skills
Guardianship, Investments, Conservatorships, Special Needs Trusts, Estate Law, Property Law, Finance

Education
University of Nebraska College of Law   2007 — 2010
JD

University of Kansas   2003 — 2007
BA

Carmen Kesner Carmen Kesner Kansas City, Missouri Area Details
Carmen Kesner's National Advisors Trust Company, FSB Experience April 2014 - Present
Job Director of Internal Audit at National Advisors Trust Company, FSB
Industry Financial Services
Experience
National Advisors Trust Company, FSB   April 2014 - Present
Argus Health Systems (a division of DST Systems, Inc.)   February 2012 - April 2014
DST Systems  November 2008 - February 2012
Deloitte  September 2005 - October 2008
Protiviti  August 2003 - September 2005
Buffalo Bills  July 1992 - September 1997

Skills
Management, Internal Audit, Internal Controls, Budgets, Sarbanes-Oxley Act, Auditing, Leadership, Time Management, Risk Management, Business Process..., Financial Reporting, Forecasting, Process Improvement, Analysis, Financial Analysis, Accounting

Education
Louisiana State University   2001 — 2003
Masters, Public Administration with a concentration in Internal Audit

Louisiana State University   1996 — 2001
BS, Information Systems and Decision Sciences with a concentration in Internal Audit