Stifel Bank & Trust
Description
Founded: 2001 Parent organization: StifelFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportStifel Bank & TrustWebsiteDirections Saved (0) Saved Save 3 Google reviews Bank in Creve Coeur, Missouri Address: 12655 Olive Blvd #250, St. Louis, MO 63141 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: (314) 317-6900: Website: : Place name: : : : Category: : Website: http://www.stifelbank.com/location.aspx#contact Category: Bank 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.People typically spend 10 min to 3.5 hr here Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Stifel Bank & Trust Posting publicly on the Web Write a review Reviews"I highly recommend Tom Merriman at Stifel Bank and Trust for a home mortgage." "Simply put, " you need to stay on top of that" stuff." View all Google reviews
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Stifel Bank & Trust Employees
Employee
Years
Job
Industry
Buffy Peecher Buffy Peecher's Stifel Bank & Trust Experience July 2011 - February 2014
Job Deputy Chief Underwriter at Metropolitan Funding Corp
Industry Commercial Real Estate
Experience
Metropolitan Funding Corp March 2014 - Present
Stifel Bank & Trust July 2011 - February 2014
Berkadia Commercial Mortgage LLC October 2009 - July 2011
Capmark Finance Inc. April 2006 - October 2009
GMAC Commercial Mortgage February 2003 - October 2009
Skills
FHA, HUD, Loans, Real Estate Economics, Due Diligence, Real Estate, Refinance, Customer Service, Brokerage, Underwriting, Real Estate Development, Commercial Lending, Disposition, Mortgage Underwriting, Real Estate Transactions, Financial Analysis, Dispositions
Education
Maryville University of Saint Louis 2003 — 2005
MBA, Business
Metropolitan Funding Corp March 2014 - Present
Stifel Bank & Trust July 2011 - February 2014
Berkadia Commercial Mortgage LLC October 2009 - July 2011
Capmark Finance Inc. April 2006 - October 2009
GMAC Commercial Mortgage February 2003 - October 2009
Skills
FHA, HUD, Loans, Real Estate Economics, Due Diligence, Real Estate, Refinance, Customer Service, Brokerage, Underwriting, Real Estate Development, Commercial Lending, Disposition, Mortgage Underwriting, Real Estate Transactions, Financial Analysis, Dispositions
Education
Maryville University of Saint Louis 2003 — 2005
MBA, Business
Matt McHugh Matt McHugh's Stifel Bank & Trust Experience August 2015 - Present
Job Vice PresidentStifel Bank
Industry Banking
Experience
Stifel Bank & Trust August 2015 - Present
The Private Bank And Trust Company January 2014 - Present
Midwest Bank Centre March 2011 - December 2013
The Private Bank And Trust Company October 2010 - March 2011
The Private Bank And Trust Company October 2003 - October 2010
Enterprise Rent-A-Car December 1998 - September 2003
Education
University of Missouri-Columbia 1994 — 1998
BS, Marketing and Management
Stifel Bank & Trust August 2015 - Present
The Private Bank And Trust Company January 2014 - Present
Midwest Bank Centre March 2011 - December 2013
The Private Bank And Trust Company October 2010 - March 2011
The Private Bank And Trust Company October 2003 - October 2010
Enterprise Rent-A-Car December 1998 - September 2003
Education
University of Missouri-Columbia 1994 — 1998
BS, Marketing and Management
Cheryl Walker Cheryl Walker's Stifel Bank & Trust Experience November 2012 - Present
Job Community Development Loan Officer Stifel Bank & Trust
Industry Real Estate
Experience
Our Money Matters- the musical April 2015 - Present
Stifel Bank & Trust November 2012 - Present
Property Shoppers, LLC March 2003 - Present
NACA January 2012 - July 2012
Shalom Church City of Peace April 2011 - March 2012
Edward Jones August 2007 - December 2011
Washington University in St. Louis March 2001 - December 2007
Anheuser-Busch January 1999 - January 2001
FedEx October 1983 - July 1996
St. Louis Literacy Council January 1992 - January 1994
Skills
Public Speaking, Strategic Planning, Non-profits, Community Outreach, Coaching, Project Planning, Conflict Resolution, Program Development, Microsoft Office, Teaching, Marketing, Microsoft Excel, Youth Development, Volunteering, Program Coordination, Budgets, Nonprofits, Event Planning, Management, Policy, Team Building, Microsoft Word, Outlook, Research, Training
Education
Central Missouri State University 1977 — 1982
BS. Business Administration, Major General Management
Normandy Senior High School 1973 — 1977
High School Diploma, General
Our Money Matters- the musical April 2015 - Present
Stifel Bank & Trust November 2012 - Present
Property Shoppers, LLC March 2003 - Present
NACA January 2012 - July 2012
Shalom Church City of Peace April 2011 - March 2012
Edward Jones August 2007 - December 2011
Washington University in St. Louis March 2001 - December 2007
Anheuser-Busch January 1999 - January 2001
FedEx October 1983 - July 1996
St. Louis Literacy Council January 1992 - January 1994
Skills
Public Speaking, Strategic Planning, Non-profits, Community Outreach, Coaching, Project Planning, Conflict Resolution, Program Development, Microsoft Office, Teaching, Marketing, Microsoft Excel, Youth Development, Volunteering, Program Coordination, Budgets, Nonprofits, Event Planning, Management, Policy, Team Building, Microsoft Word, Outlook, Research, Training
Education
Central Missouri State University 1977 — 1982
BS. Business Administration, Major General Management
Normandy Senior High School 1973 — 1977
High School Diploma, General
Precious C. Boyd Precious C. Boyd's Stifel Bank & Trust Experience June 2014 - Present
Job Advertising and Marketing Communications Professional
Industry Marketing and Advertising
Experience
Stifel Bank & Trust June 2014 - Present
Berkshire Hathaway HomeServices Select Properties September 2013 - Present
Keller Williams Realty West September 2011 - September 2013
Sprint August 2012 - May 2013
T-Mobile October 2011 - August 2012
Skills
Selling, Real Estate, Negotiation, Marketing, Contract Negotiation, Customer Service, Investment Properties, Referrals, Management, Research, Marketing Communications, Social Media Marketing, Advertising, Sales Management, Sales
Education
Webster University 2012 — 2014
Bachelor of Arts (B.A.), Advertising and Markerting Commincations
Saint Louis Community College-Florissant Valley 2008 — 2011
Associate of Arts (A.A.), General Studies
Stifel Bank & Trust June 2014 - Present
Berkshire Hathaway HomeServices Select Properties September 2013 - Present
Keller Williams Realty West September 2011 - September 2013
Sprint August 2012 - May 2013
T-Mobile October 2011 - August 2012
Skills
Selling, Real Estate, Negotiation, Marketing, Contract Negotiation, Customer Service, Investment Properties, Referrals, Management, Research, Marketing Communications, Social Media Marketing, Advertising, Sales Management, Sales
Education
Webster University 2012 — 2014
Bachelor of Arts (B.A.), Advertising and Markerting Commincations
Saint Louis Community College-Florissant Valley 2008 — 2011
Associate of Arts (A.A.), General Studies
Jennifer Nord Jennifer Nord's Stifel Bank & Trust Experience November 2009 - February 2010
Job
Industry Banking
Experience
Jacadi Paris December 2014 - April 2015
Stifel Bank & Trust November 2009 - February 2010
Bank of America May 2005 - September 2005
Nexstar Financial Corporation/Bank of America May 2003 - January 2005
Wells Fargo Home Mortgage April 2001 - April 2003
Wells Fargo Home Mortgage June 2000 - April 2001
Wells Fargo Home Mortgage January 1999 - June 2000
Home Savings of America February 1998 - January 1999
USDA Rural Developement 1997 - 1998
Citi 1993 - 1997
Skills
Management, Mortgage Lending, Mortgage Underwriting, Training, Process Improvement, Project Management, Finance, Leadership, Call Centers, Human Resources, Integration, Software Documentation, Loans, Customer Service, Refinance
Education
University of Delaware 1989 — 1993
Bachelor's degree, Psychology, Dean's List
Jacadi Paris December 2014 - April 2015
Stifel Bank & Trust November 2009 - February 2010
Bank of America May 2005 - September 2005
Nexstar Financial Corporation/Bank of America May 2003 - January 2005
Wells Fargo Home Mortgage April 2001 - April 2003
Wells Fargo Home Mortgage June 2000 - April 2001
Wells Fargo Home Mortgage January 1999 - June 2000
Home Savings of America February 1998 - January 1999
USDA Rural Developement 1997 - 1998
Citi 1993 - 1997
Skills
Management, Mortgage Lending, Mortgage Underwriting, Training, Process Improvement, Project Management, Finance, Leadership, Call Centers, Human Resources, Integration, Software Documentation, Loans, Customer Service, Refinance
Education
University of Delaware 1989 — 1993
Bachelor's degree, Psychology, Dean's List
James Barber James Barber's Stifel Bank & Trust Experience 2013 - 2014
Job Senior Managing Director at Strategic Risk Associates
Industry Banking
Experience
Strategic Risk Associates 2015 - Present
Treliant Risk Advisors 2014 - 2015
Stifel Bank & Trust 2013 - 2014
Acacia Federal Savings Bank 2008 - 2013
Acacia Federal Savings Bank 2000 - 2007
Acacia Federal Savings Bank 1987 - 1999
Skills
Banking, Credit, Loans, Mortgage Lending, Risk Management, Commercial Lending, Portfolio Management, Credit Analysis, Financial Analysis, Mortgage Banking, Capital Markets, Executive Management, Credit Risk, Loan Origination, Financial Risk, Corporate Finance, Financial Modeling, Underwriting, Retail Banking, Residential Mortgages, Investments, FHA, Real Estate, Strategic Planning, Private Equity, Corporate Governance, Business Analysis, Finance
Education
The George Washington University 1986 — 1991
MBA, Finance
Tulane University 1978 — 1981
BS, Economics
Strategic Risk Associates 2015 - Present
Treliant Risk Advisors 2014 - 2015
Stifel Bank & Trust 2013 - 2014
Acacia Federal Savings Bank 2008 - 2013
Acacia Federal Savings Bank 2000 - 2007
Acacia Federal Savings Bank 1987 - 1999
Skills
Banking, Credit, Loans, Mortgage Lending, Risk Management, Commercial Lending, Portfolio Management, Credit Analysis, Financial Analysis, Mortgage Banking, Capital Markets, Executive Management, Credit Risk, Loan Origination, Financial Risk, Corporate Finance, Financial Modeling, Underwriting, Retail Banking, Residential Mortgages, Investments, FHA, Real Estate, Strategic Planning, Private Equity, Corporate Governance, Business Analysis, Finance
Education
The George Washington University 1986 — 1991
MBA, Finance
Tulane University 1978 — 1981
BS, Economics
Ben Dodd Ben Dodd's Stifel Bank & Trust Experience June 2014 - Present
Job SVP, Corporate Lending Officer at Stifel Bank & Trust
Industry Banking
Experience
Stifel Bank & Trust June 2014 - Present
U.S. Bank September 2012 - June 2014
Computime, Inc. & Affiliates January 2011 - September 2012
PNC Bank December 2009 - January 2011
Kasten Group, LLC September 2002 - March 2005
Bear, Stearns & Co. Inc. July 2000 - September 2002
Education
Saint Louis University 2009 — 2010
MBA
Covenant Theological Seminary 2004 — 2009
MA, Theological Studies
Northwestern University 1996 — 2000
BA, Economics; Business Institutions
Stifel Bank & Trust June 2014 - Present
U.S. Bank September 2012 - June 2014
Computime, Inc. & Affiliates January 2011 - September 2012
PNC Bank December 2009 - January 2011
Kasten Group, LLC September 2002 - March 2005
Bear, Stearns & Co. Inc. July 2000 - September 2002
Education
Saint Louis University 2009 — 2010
MBA
Covenant Theological Seminary 2004 — 2009
MA, Theological Studies
Northwestern University 1996 — 2000
BA, Economics; Business Institutions
Beth Hyser Beth Hyser's Stifel Bank & Trust Experience January 2008 - Present
Job Marketing Communications at Stifel Bank & Trust
Industry Banking
Experience
Stifel Bank & Trust January 2008 - Present
Pulaski Bank 2007 - 2007
Paramount Mortgage 2000 - 2007
Robller Vineyard 1991 - 2007
The Designery 1996 - 2000
Skills
Adobe Creative Suite, Marketing, Adobe LiveCycle Designer, Marketing Strategy, Process Improvement, Direct Marketing, Direct Mail, Email Marketing, Brand Development, Corporate Branding, Interactive Marketing, Market Planning, Mobile Marketing, Digital Marketing, Creative Strategy, Online Advertising, Strategy
Education
Southeast Missouri State University 1986 — 1990
BS, Advertising Communication/Graphic Design
Kirkwood High School
Stifel Bank & Trust January 2008 - Present
Pulaski Bank 2007 - 2007
Paramount Mortgage 2000 - 2007
Robller Vineyard 1991 - 2007
The Designery 1996 - 2000
Skills
Adobe Creative Suite, Marketing, Adobe LiveCycle Designer, Marketing Strategy, Process Improvement, Direct Marketing, Direct Mail, Email Marketing, Brand Development, Corporate Branding, Interactive Marketing, Market Planning, Mobile Marketing, Digital Marketing, Creative Strategy, Online Advertising, Strategy
Education
Southeast Missouri State University 1986 — 1990
BS, Advertising Communication/Graphic Design
Kirkwood High School
Nicole McIntyre's Stifel Bank & Trust Experience September 2013 - Present
Job Executive Assistant to CEO & President
Industry Banking
Experience
Stifel Bank & Trust September 2013 - Present
Aon Risk Solutions June 2005 - September 2013
May Merchandising Company 1997 - 2005
Northwestern Mutual 1995 - 1997
Skills
Marketing, Sales, Insurance, New Business Development, Strategic Planning, Budgets, Customer Service, Outlook, Project Management, Management, Program Management, Training, Salesforce.com, Microsoft Excel, Banking, PowerPoint, Microsoft Office, Event Planning, Office Management
Education
Hickey College 1994 — 1995
Administrative Assistant and Secretarial Science, General
Stifel Bank & Trust September 2013 - Present
Aon Risk Solutions June 2005 - September 2013
May Merchandising Company 1997 - 2005
Northwestern Mutual 1995 - 1997
Skills
Marketing, Sales, Insurance, New Business Development, Strategic Planning, Budgets, Customer Service, Outlook, Project Management, Management, Program Management, Training, Salesforce.com, Microsoft Excel, Banking, PowerPoint, Microsoft Office, Event Planning, Office Management
Education
Hickey College 1994 — 1995
Administrative Assistant and Secretarial Science, General
Barb Hammett Barb Hammett's Stifel Bank & Trust Experience April 2009 - May 2011
Job Compliance Specialist at Law Offices of Daniel C Consuegra
Industry Financial Services
Experience
Law Offices of Daniel C Consuegra May 2014 - Present
Inglet Blair, Inc. July 2013 - April 2014
Cognitive Options Group, LLC March 2013 - January 2014
Allonhill January 2013 - July 2013
SolomonEdwardsGroup January 2012 - January 2013
Aurora Bank FSB June 2011 - January 2012
Stifel Bank & Trust April 2009 - May 2011
Countrywide Bank, FSB April 2007 - March 2009
Skills
Loan Origination, Loans, Financial Analysis, Mortgage Lending, Underwriting, Credit Analysis, Credit, Mortgage Banking, Refinance, Mortgage Underwriting, Risk Management, Banking, Fraud, Due Diligence, Auditing, Financial Risk, Credit Risk, Loan Servicing, Mortgage Servicing, Loan Modifications, Loss Mitigation, Foreclosures, Residential Mortgages, FHA, Finance, Consumer Lending, USDA, Commercial Lending, Funding, Government Loans, FHA financing, Commercial Mortgages, VA loans, Home Equity Loans, Commercial Banking, Financial Services, Reverse Mortgages, Small Business Lending, Portfolio Management, Default, Financial Structuring, Cash Management, Real Estate Economics, Asset Management, Appraisals, Investments, Real Estate Financing, Retail Banking, Lines Of Credit, Real Estate
Education
Maryville University of Saint Louis 1992 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Bayless High School
Law Offices of Daniel C Consuegra May 2014 - Present
Inglet Blair, Inc. July 2013 - April 2014
Cognitive Options Group, LLC March 2013 - January 2014
Allonhill January 2013 - July 2013
SolomonEdwardsGroup January 2012 - January 2013
Aurora Bank FSB June 2011 - January 2012
Stifel Bank & Trust April 2009 - May 2011
Countrywide Bank, FSB April 2007 - March 2009
Skills
Loan Origination, Loans, Financial Analysis, Mortgage Lending, Underwriting, Credit Analysis, Credit, Mortgage Banking, Refinance, Mortgage Underwriting, Risk Management, Banking, Fraud, Due Diligence, Auditing, Financial Risk, Credit Risk, Loan Servicing, Mortgage Servicing, Loan Modifications, Loss Mitigation, Foreclosures, Residential Mortgages, FHA, Finance, Consumer Lending, USDA, Commercial Lending, Funding, Government Loans, FHA financing, Commercial Mortgages, VA loans, Home Equity Loans, Commercial Banking, Financial Services, Reverse Mortgages, Small Business Lending, Portfolio Management, Default, Financial Structuring, Cash Management, Real Estate Economics, Asset Management, Appraisals, Investments, Real Estate Financing, Retail Banking, Lines Of Credit, Real Estate
Education
Maryville University of Saint Louis 1992 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Bayless High School
Devin Dorosh Devin Dorosh's Stifel Bank & Trust Experience October 2014 - Present
Job Entrepreneur and Internet Marketing Ninja
Industry Internet
Experience
DSquared International LLC June 2014 - Present
Stifel Bank & Trust October 2014 - Present
DSquared Group January 2013 - January 2015
DCD Investments 2000 - October 2014
Centene Corporation November 2013 - September 2014
PwC July 2012 - November 2013
PwC March 2012 - July 2012
PricewaterhouseCoopers September 2009 - February 2012
Truman State University August 2004 - May 2009
Monsanto May 2008 - August 2008
Skills
Auditing, Management Consulting, Excel, Accounting, Financial Reporting, Audit, Customer Service, Inventory Management, Finance, Microsoft Excel, Leadership, Project Management, Managerial Finance, Human Resources, Sarbanes-Oxley Act, Financial Analysis, Investments, Asset Management, Financial Statements, Internal Controls, Valuation, Banking, Financial Accounting, Training, CPA, GAAP, Financial Risk
Education
Truman State University 2008 — 2009
MA, Accounting
Truman State University 2004 — 2008
BS, Accounting and Business Administration - Finance
DSquared International LLC June 2014 - Present
Stifel Bank & Trust October 2014 - Present
DSquared Group January 2013 - January 2015
DCD Investments 2000 - October 2014
Centene Corporation November 2013 - September 2014
PwC July 2012 - November 2013
PwC March 2012 - July 2012
PricewaterhouseCoopers September 2009 - February 2012
Truman State University August 2004 - May 2009
Monsanto May 2008 - August 2008
Skills
Auditing, Management Consulting, Excel, Accounting, Financial Reporting, Audit, Customer Service, Inventory Management, Finance, Microsoft Excel, Leadership, Project Management, Managerial Finance, Human Resources, Sarbanes-Oxley Act, Financial Analysis, Investments, Asset Management, Financial Statements, Internal Controls, Valuation, Banking, Financial Accounting, Training, CPA, GAAP, Financial Risk
Education
Truman State University 2008 — 2009
MA, Accounting
Truman State University 2004 — 2008
BS, Accounting and Business Administration - Finance
Gregory Muck Gregory Muck's Stifel Bank & Trust Experience May 2011 - May 2014
Job Treasury Manager at Alter Trading Corporation
Industry Mining & Metals
Experience
Alter Trading Corporation May 2014 - Present
Stifel Bank & Trust May 2011 - May 2014
Saint Louis University Law Clinic January 2011 - May 2011
Pfizer May 2006 - July 2010
Pfizer May 2005 - August 2005
United States House of Representatives August 2000 - June 2001
Skills
Corporate Finance, Business Strategy, Commercial Lending, Analysis, Forecasting, Accounting, Budgets, Financial Modeling, Project Management, Financial Reporting, Financial Analysis, Process Improvement, Strategic Financial..., Leadership, Management, Credit, Portfolio Management, Risk Management, Banking
Education
Saint Louis University 2010 — 2011
Masters of Business Administration
Saint Louis University School of Law 2007 — 2011
Juris Doctorate
Saint Louis University 2002 — 2006
Bachelor of Science Administration, Finance & Economics. Minor in Spanish
Alter Trading Corporation May 2014 - Present
Stifel Bank & Trust May 2011 - May 2014
Saint Louis University Law Clinic January 2011 - May 2011
Pfizer May 2006 - July 2010
Pfizer May 2005 - August 2005
United States House of Representatives August 2000 - June 2001
Skills
Corporate Finance, Business Strategy, Commercial Lending, Analysis, Forecasting, Accounting, Budgets, Financial Modeling, Project Management, Financial Reporting, Financial Analysis, Process Improvement, Strategic Financial..., Leadership, Management, Credit, Portfolio Management, Risk Management, Banking
Education
Saint Louis University 2010 — 2011
Masters of Business Administration
Saint Louis University School of Law 2007 — 2011
Juris Doctorate
Saint Louis University 2002 — 2006
Bachelor of Science Administration, Finance & Economics. Minor in Spanish
Arlen Gelbard's Stifel Bank & Trust Experience November 2013 - May 2014
Job General Counsel | Chief Administrative Officer | Chief Operating Officer | Independent Outside Director
Industry Financial Services
Experience
Treliant Risk Advisors November 2014 - Present
Swains Lock Partners, LLC 2012 - Present
Stifel Bank & Trust November 2013 - May 2014
Acacia Federal Savings Bank August 2012 - October 2013
Jefferson National Financial Corp. October 2009 - January 2012
Aquiline Capital Partners 2008 - 2009
E*TRADE Financial Corporation January 2005 - May 2008
E*TRADE Bank February 2000 - December 2004
Telebanc Financial Corporation June 1998 - January 2000
Hofheimer Gartlir & Gross 1982 - 1998
Skills
Executive Management, P&L responsibility, Strategic Thinking, Strategic Planning, Legal Affairs, Regulatory Strategy, Regulatory Affairs, Regulatory Risk, Compliance, Human Capital Management, Legal Services, Enterprise Risk..., SOX, Regulatory Filings, Financial Reporting, Security, Expense Management, Real Estate, Commercial Lending, Execution Skills, Brokerage, Banking Law, Banking, Asset Management, Capital Raises, Corporate Governance, Risk, Due Diligence, Risk Management, Securities, Corporate Finance, Entrepreneurship, SEC reporting, Insurance, Leadership, SEC filings, Mergers & Acquisitions, Financial Risk, Strategy, P&L Management, Team Leadership
Education
Boston University School of Law 1979 — 1982
J.D.
Boston University - School of Management 1980 — 1982
M.B.A.
Brandeis University 1975 — 1979
A.B., cum laude, Politics
Treliant Risk Advisors November 2014 - Present
Swains Lock Partners, LLC 2012 - Present
Stifel Bank & Trust November 2013 - May 2014
Acacia Federal Savings Bank August 2012 - October 2013
Jefferson National Financial Corp. October 2009 - January 2012
Aquiline Capital Partners 2008 - 2009
E*TRADE Financial Corporation January 2005 - May 2008
E*TRADE Bank February 2000 - December 2004
Telebanc Financial Corporation June 1998 - January 2000
Hofheimer Gartlir & Gross 1982 - 1998
Skills
Executive Management, P&L responsibility, Strategic Thinking, Strategic Planning, Legal Affairs, Regulatory Strategy, Regulatory Affairs, Regulatory Risk, Compliance, Human Capital Management, Legal Services, Enterprise Risk..., SOX, Regulatory Filings, Financial Reporting, Security, Expense Management, Real Estate, Commercial Lending, Execution Skills, Brokerage, Banking Law, Banking, Asset Management, Capital Raises, Corporate Governance, Risk, Due Diligence, Risk Management, Securities, Corporate Finance, Entrepreneurship, SEC reporting, Insurance, Leadership, SEC filings, Mergers & Acquisitions, Financial Risk, Strategy, P&L Management, Team Leadership
Education
Boston University School of Law 1979 — 1982
J.D.
Boston University - School of Management 1980 — 1982
M.B.A.
Brandeis University 1975 — 1979
A.B., cum laude, Politics
Brad Fink Brad Fink's Stifel Bank & Trust Experience June 2015 - Present
Job Vice President / Mortgage Banker at Stifel Bank & Trust
Industry Banking
Experience
Stifel Bank & Trust June 2015 - Present
Pulaski Bank June 2000 - June 2015
Prism Mortgage Company March 1996 - June 2000
Skills
Loan Origination, Real Estate, Loans, Foreclosures, Risk Management, Mortgage Banking, Residential Mortgages, Branch Management, Real Estate Financing, Certified Mortgage..., Mortgage Marketing, Credit, Investment Properties, Short Sales, Sellers, First Time Home Buyers, Residential Homes, Referrals, Refinance, FHA
Education
University of Missouri-Columbia, College of Business 1983 — 1987
MBA, Finance
Parkway Central
Stifel Bank & Trust June 2015 - Present
Pulaski Bank June 2000 - June 2015
Prism Mortgage Company March 1996 - June 2000
Skills
Loan Origination, Real Estate, Loans, Foreclosures, Risk Management, Mortgage Banking, Residential Mortgages, Branch Management, Real Estate Financing, Certified Mortgage..., Mortgage Marketing, Credit, Investment Properties, Short Sales, Sellers, First Time Home Buyers, Residential Homes, Referrals, Refinance, FHA
Education
University of Missouri-Columbia, College of Business 1983 — 1987
MBA, Finance
Parkway Central
Jessica Levandowski's Stifel Bank & Trust Experience June 2009 - August 2009
Job Digital Director at House Oversight and Government Reform Committee Democratic Staff
Industry Political Organization
Experience
House Oversight and Government Reform Committee - Democratic Staff January 2015 - Present
Democratic Party of Arkansas - Senator Mark Pryor - Congressman Mike Ross - James Lee Witt July 2014 - December 2014
Monica Vernon for Congress 2014 - 2014
League of Conservation Voters 2013 - 2014
Democratic Party of Wisconsin - Senator Tammy Baldwin 2012 - 2012
Orion Engineered Systems of Minnesota 2010 - 2012
JR Creations Management 2010 - 2010
Stifel Bank & Trust June 2009 - August 2009
Citi Smith Barney June 2008 - September 2008
Smith Barney Brokerage Firm June 2007 - August 2007
Skills
HTML, CSS, Drupal, Wordpress, Website Creation, Phone App Development, Dreamweaver, Phone Gap Build, CMS, CRM, Salsa, Emma, VAN, NGP, TargetSmart, Convio, Nation Builder, Act Blue, Critical Mention, Photoshop, Illustrator, After Effects, Audition, Premiere Pro, InDesign, Edge Code, Lightroom, Flash, Encode, Video Creation, Video Editing, Audio Editing, Prezi, Word, Excel, PowerPoint, One Note, Access
Education
Penn State University
Psychology
House Oversight and Government Reform Committee - Democratic Staff January 2015 - Present
Democratic Party of Arkansas - Senator Mark Pryor - Congressman Mike Ross - James Lee Witt July 2014 - December 2014
Monica Vernon for Congress 2014 - 2014
League of Conservation Voters 2013 - 2014
Democratic Party of Wisconsin - Senator Tammy Baldwin 2012 - 2012
Orion Engineered Systems of Minnesota 2010 - 2012
JR Creations Management 2010 - 2010
Stifel Bank & Trust June 2009 - August 2009
Citi Smith Barney June 2008 - September 2008
Smith Barney Brokerage Firm June 2007 - August 2007
Skills
HTML, CSS, Drupal, Wordpress, Website Creation, Phone App Development, Dreamweaver, Phone Gap Build, CMS, CRM, Salsa, Emma, VAN, NGP, TargetSmart, Convio, Nation Builder, Act Blue, Critical Mention, Photoshop, Illustrator, After Effects, Audition, Premiere Pro, InDesign, Edge Code, Lightroom, Flash, Encode, Video Creation, Video Editing, Audio Editing, Prezi, Word, Excel, PowerPoint, One Note, Access
Education
Penn State University
Psychology
Angela Stratton's Stifel Bank & Trust Experience February 2012 - Present
Job Commercial Loan Coordinator at Stifel Bank & Trust
Industry Banking
Experience
Stifel Bank & Trust February 2012 - Present
Reliance Bank November 2006 - February 2012
Citizens National Bank of Greater St. Louis 2003 - 2006
Midwest Bank Centre 2001 - 2003
Education
Lindenwood University 2006 — 2009
Bachelor of Arts (B.A.), Human Resouces Management
Stifel Bank & Trust February 2012 - Present
Reliance Bank November 2006 - February 2012
Citizens National Bank of Greater St. Louis 2003 - 2006
Midwest Bank Centre 2001 - 2003
Education
Lindenwood University 2006 — 2009
Bachelor of Arts (B.A.), Human Resouces Management
Krissy Dill's Stifel Bank & Trust Experience 2014 - Present
Job Mortgage Loan Underwriter at Stifel Bank & Trust
Industry Banking
Experience
Stifel Bank & Trust 2014 - Present
Stifel Bank & Trust August 2010 - February 2015
USA Mortgage June 2009 - August 2010
Family Finance Mortgage June 2005 - August 2008
North American Savings Bank 1994 - 1997
GMAC Mortgage 1992 - 1995
Skills
FHA, Mortgage Lending, Loans, Government Loans, Credit Analysis, Credit, Banking, Loan Origination, Mortgage Banking, Mortgage Underwriting, Real Estate, Refinance, Residential Mortgages, USDA, VA loans
Education
Central Methodist College
Jefferson College
Stifel Bank & Trust 2014 - Present
Stifel Bank & Trust August 2010 - February 2015
USA Mortgage June 2009 - August 2010
Family Finance Mortgage June 2005 - August 2008
North American Savings Bank 1994 - 1997
GMAC Mortgage 1992 - 1995
Skills
FHA, Mortgage Lending, Loans, Government Loans, Credit Analysis, Credit, Banking, Loan Origination, Mortgage Banking, Mortgage Underwriting, Real Estate, Refinance, Residential Mortgages, USDA, VA loans
Education
Central Methodist College
Jefferson College
Lexi Combs Lexi Combs's Stifel Bank & Trust Experience February 2012 - February 2013
Job Technical Recruiter at Adaptive Solutions Group
Industry Staffing and Recruiting
Experience
Adaptive Solutions Group April 2015 - Present
Michael Kors August 2014 - February 2015
Michael Kors February 2013 - July 2014
Stifel Bank & Trust February 2012 - February 2013
Siren PR June 2010 - August 2010
Suburban Journals June 2009 - August 2009
Skills
Event Planning, Marketing, Social Media, Customer Service, Microsoft Office
Education
University of Mississippi 2007 — 2011
MICDS
MICDS
Adaptive Solutions Group April 2015 - Present
Michael Kors August 2014 - February 2015
Michael Kors February 2013 - July 2014
Stifel Bank & Trust February 2012 - February 2013
Siren PR June 2010 - August 2010
Suburban Journals June 2009 - August 2009
Skills
Event Planning, Marketing, Social Media, Customer Service, Microsoft Office
Education
University of Mississippi 2007 — 2011
MICDS
MICDS
Charlie Hillemann Charlie Hillemann's Stifel Bank & Trust Experience January 2008 - Present
Job Executive Vice President at Stifel Bank & Trust
Industry Banking
Experience
Stifel Bank & Trust January 2008 - Present
Pulaski Bank 1995 - January 2008
Skills
FHA, VA, Conventional,..., FHA, Mortgage Lending, Loans, Mortgage Banking, Jumbo Mortgage, Loan Origination, Financial Risk, Loan Servicing, Refinance, VA loans, Investment Properties, Banking, Credit Risk, Home Equity Loans, FHA financing, USDA, Short Sales, First Time Home Buyers, Residential Mortgages, Foreclosures, Real Estate Financing, Underwriting, Government Loans, Credit Analysis, Mortgage Underwriting, Credit, HUD, Real Estate Transactions, Appraisals, Construction Loans, Commercial Mortgages, Commercial Lending, Lines Of Credit, Consumer Lending, Real Estate, Small Business Lending, Loss Mitigation, Title Insurance, Commercial Banking, Referrals, Funding, Investments, Brokerage, Commercial Real Estate
Education
Southern Illinois University, Carbondale
Stifel Bank & Trust January 2008 - Present
Pulaski Bank 1995 - January 2008
Skills
FHA, VA, Conventional,..., FHA, Mortgage Lending, Loans, Mortgage Banking, Jumbo Mortgage, Loan Origination, Financial Risk, Loan Servicing, Refinance, VA loans, Investment Properties, Banking, Credit Risk, Home Equity Loans, FHA financing, USDA, Short Sales, First Time Home Buyers, Residential Mortgages, Foreclosures, Real Estate Financing, Underwriting, Government Loans, Credit Analysis, Mortgage Underwriting, Credit, HUD, Real Estate Transactions, Appraisals, Construction Loans, Commercial Mortgages, Commercial Lending, Lines Of Credit, Consumer Lending, Real Estate, Small Business Lending, Loss Mitigation, Title Insurance, Commercial Banking, Referrals, Funding, Investments, Brokerage, Commercial Real Estate
Education
Southern Illinois University, Carbondale
Kit Borella Kit Borella's Stifel Bank & Trust Experience April 2013 - Present
Job Design and Marketing
Industry Graphic Design
Experience
Stifel Bank & Trust April 2013 - Present
MotoeXotica Classic Cars & Auctions April 2011 - May 2013
Borella + Company January 1996 - March 2009
On the Mark Photography May 1994 - December 1995
Skills
Logo Design, Illustrator, Graphic Design, InDesign, QuarkXPress, Brochures, Creative Direction, Layout, Dreamweaver, Graphics, Photoshop, Photography, Image Manipulation, Flash, Newsletters, Advertising, Catalogs, Art, Animation, Magazines, Art Direction, Posters, Adobe Creative Suite, Packaging
Education
St. Louis Community College 1992 — 1994
fine arts
Stifel Bank & Trust April 2013 - Present
MotoeXotica Classic Cars & Auctions April 2011 - May 2013
Borella + Company January 1996 - March 2009
On the Mark Photography May 1994 - December 1995
Skills
Logo Design, Illustrator, Graphic Design, InDesign, QuarkXPress, Brochures, Creative Direction, Layout, Dreamweaver, Graphics, Photoshop, Photography, Image Manipulation, Flash, Newsletters, Advertising, Catalogs, Art, Animation, Magazines, Art Direction, Posters, Adobe Creative Suite, Packaging
Education
St. Louis Community College 1992 — 1994
fine arts
Brook Mullen Brook Mullen's Stifel Bank & Trust Experience 1999 - Present
Job Vice President/Mortgage Banker at Stifel Bank & Trust
Industry Banking
Experience
Stifel Bank & Trust 1999 - Present
Skills
Mortgage Banking, Residential Mortgages, Credit Analysis, Refinance, Jumbo Mortgage, FHA financing, Veterans Administration, First Time Home Buyers, Appraisals, Home Equity Lines of..., Customer Retention, Long-term Customer..., Cost Savings Strategies, Realtor Relations, Investment Properties, Strategic Planning, Sales, Finance, Customer Service, Loans, Credit, Management, Banking, Mortgage Lending
Education
Arizona State University 1986 — 1990
Bachelor of Science (BS), Communication
Stifel Bank & Trust 1999 - Present
Skills
Mortgage Banking, Residential Mortgages, Credit Analysis, Refinance, Jumbo Mortgage, FHA financing, Veterans Administration, First Time Home Buyers, Appraisals, Home Equity Lines of..., Customer Retention, Long-term Customer..., Cost Savings Strategies, Realtor Relations, Investment Properties, Strategic Planning, Sales, Finance, Customer Service, Loans, Credit, Management, Banking, Mortgage Lending
Education
Arizona State University 1986 — 1990
Bachelor of Science (BS), Communication
Christina Potts Christina Potts's Stifel Bank & Trust Experience January 2008 - Present
Job Loan Officer at Stifel Bank & Trust, NMLS #438488
Industry Banking
Experience
Stifel Bank & Trust January 2008 - Present
Pulaski Bank March 2001 - January 2008
Charter One/Equity One Mortgage April 1999 - March 2001
Mercantile Mortgage August 1996 - July 1998
Central Bank November 1994 - August 1996
Skills
Loans, Customer Service, Mortgage Lending, Loan Origination, Credit, Real Estate, Regulatory Compliance, Mortgage Underwriting, Banking, Credit Analysis, FHA, First Time Home Buyers, Investment Properties, Mortgage Banking, Refinance, Residential Mortgages
Education
Southwest Missouri State University
Stifel Bank & Trust January 2008 - Present
Pulaski Bank March 2001 - January 2008
Charter One/Equity One Mortgage April 1999 - March 2001
Mercantile Mortgage August 1996 - July 1998
Central Bank November 1994 - August 1996
Skills
Loans, Customer Service, Mortgage Lending, Loan Origination, Credit, Real Estate, Regulatory Compliance, Mortgage Underwriting, Banking, Credit Analysis, FHA, First Time Home Buyers, Investment Properties, Mortgage Banking, Refinance, Residential Mortgages
Education
Southwest Missouri State University
Trista Kostello Trista Kostello's Stifel Bank & Trust Experience December 2012 - March 2014
Job Registered Nurse
Industry Hospital & Health Care
Experience
Barnes-Jewish Hospital August 2015 - Present
TITLE Boxing Club March 2014 - Present
Stifel Bank & Trust December 2012 - March 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Windows, Time Management, Team Leadership, Leadership, Epic Systems
Education
Bradley University 2011 — 2018
Bachelor's Degree of Science, Registered Nursing/Registered Nurse
Barnes-Jewish Hospital August 2015 - Present
TITLE Boxing Club March 2014 - Present
Stifel Bank & Trust December 2012 - March 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Windows, Time Management, Team Leadership, Leadership, Epic Systems
Education
Bradley University 2011 — 2018
Bachelor's Degree of Science, Registered Nursing/Registered Nurse
Ryan Otto Ryan Otto's Stifel Bank & Trust Experience April 2008 - Present
Job Mortgage Loan Officer at Stifel Bank & Trust
Industry Banking
Experience
Stifel Bank & Trust April 2008 - Present
Boulevard Bank June 2006 - April 2008
CitiMortgage March 2005 - June 2006
CitiFinancial May 2004 - April 2005
Skills
Mortgage Lending, FHA, VA, Credit, Banking, Real Estate, USDA, Loans, Short Sales, Mortgage Banking, VA loans, Credit Analysis, Loan Origination, Refinance, Consumer Lending, Small Business Lending, Certified Mortgage..., Retail Banking, Underwriting, Home Equity Lines of..., Residential Mortgages, Credit Risk, Commercial Banking, Lines Of Credit, Financial Analysis, Branch Banking, FHA financing, Mortgage Underwriting, Commercial Lending, Commercial Mortgages, Home Equity Loans, First Time Home Buyers, Construction Loans, Investment Properties, Government Loans
Education
University of Missouri-Columbia
University of Missouri-Saint Louis
Bachelors, Marketing
DeSmet Jesuit 1994 — 1999
Stifel Bank & Trust April 2008 - Present
Boulevard Bank June 2006 - April 2008
CitiMortgage March 2005 - June 2006
CitiFinancial May 2004 - April 2005
Skills
Mortgage Lending, FHA, VA, Credit, Banking, Real Estate, USDA, Loans, Short Sales, Mortgage Banking, VA loans, Credit Analysis, Loan Origination, Refinance, Consumer Lending, Small Business Lending, Certified Mortgage..., Retail Banking, Underwriting, Home Equity Lines of..., Residential Mortgages, Credit Risk, Commercial Banking, Lines Of Credit, Financial Analysis, Branch Banking, FHA financing, Mortgage Underwriting, Commercial Lending, Commercial Mortgages, Home Equity Loans, First Time Home Buyers, Construction Loans, Investment Properties, Government Loans
Education
University of Missouri-Columbia
University of Missouri-Saint Louis
Bachelors, Marketing
DeSmet Jesuit 1994 — 1999
Richard Blum Richard Blum's Stifel Bank & Trust Experience January 2010 - Present
Job Sr. Loan Officer/VP at Stifel Bank & Trust
Industry Banking
Experience
Stifel Bank & Trust January 2010 - Present
Pulaski Bank December 1997 - January 2010
Skills
FHA, Mortgage Lending, VA, Conventional, USDA, Loan Origination, Refinance, VA loans, Purchase, First Time Home Buyers, Residential, Real Estate, Sales Management, Strategic Planning, Negotiation, Problem Solving, Customer Service, Residential Homes, Investment Properties, Banking, Loans, Credit Analysis, Financial Analysis, Credit, Mortgage Banking, Underwriting, Risk Management, Investments, Consumer Lending, Commercial Lending, Small Business Lending, Commercial Banking, Foreclosures, Government Loans, Residential Mortgages
Education
Arizona State University
Southern Illinois University, Edwardsville
BA: Communications
Stifel Bank & Trust January 2010 - Present
Pulaski Bank December 1997 - January 2010
Skills
FHA, Mortgage Lending, VA, Conventional, USDA, Loan Origination, Refinance, VA loans, Purchase, First Time Home Buyers, Residential, Real Estate, Sales Management, Strategic Planning, Negotiation, Problem Solving, Customer Service, Residential Homes, Investment Properties, Banking, Loans, Credit Analysis, Financial Analysis, Credit, Mortgage Banking, Underwriting, Risk Management, Investments, Consumer Lending, Commercial Lending, Small Business Lending, Commercial Banking, Foreclosures, Government Loans, Residential Mortgages
Education
Arizona State University
Southern Illinois University, Edwardsville
BA: Communications
Preston Lappe Preston Lappe's Stifel Bank & Trust Experience May 2014 - Present
Job Securities Based Lending Group at Stifel Bank & Trust
Industry Financial Services
Experience
Stifel Bank & Trust May 2014 - Present
Stifel Financial Corp. June 2012 - May 2014
Scottrade April 2010 - December 2011
Skills
Outlook, PowerPoint, Excel, Word, Customer Service, Microsoft Office, Investments, SharePoint, CRM, Microsoft Excel, Microsoft Word, Investment Brokerage, Access, Accounting, Analysis, Financial Analysis, Public Speaking, Sales, Social Media, Social Media Marketing
Education
Drake University 2007 — 2011
Bachelor of Science, Finance with a Concentration in Insurance
Stifel Bank & Trust May 2014 - Present
Stifel Financial Corp. June 2012 - May 2014
Scottrade April 2010 - December 2011
Skills
Outlook, PowerPoint, Excel, Word, Customer Service, Microsoft Office, Investments, SharePoint, CRM, Microsoft Excel, Microsoft Word, Investment Brokerage, Access, Accounting, Analysis, Financial Analysis, Public Speaking, Sales, Social Media, Social Media Marketing
Education
Drake University 2007 — 2011
Bachelor of Science, Finance with a Concentration in Insurance
Carol C. Meatte's Stifel Bank & Trust Experience December 2012 - July 2013
Job Account Representative at American Direct Marketing
Industry Marketing and Advertising
Experience
American Direct Marketing July 2013 - Present
Stifel Bank & Trust December 2012 - July 2013
ABVista September 2008 - December 2012
Wachovia August 2008 - September 2008
Elantas PDG, Inc. April 2006 - August 2007
Rawlings Sporting Goods January 2005 - April 2006
PHD USA March 1992 - August 2004
Skills
Budgets, Marketing, Trade Shows, Social Media, Event Planning, Event Management, Team Building, Data Analysis, Project Management, Customer Service, Management
Education
John F. Kennedy
HS Diploma
University of Missouri-Saint Louis
Bachelor of Science (B.S.), Marketing
American Direct Marketing July 2013 - Present
Stifel Bank & Trust December 2012 - July 2013
ABVista September 2008 - December 2012
Wachovia August 2008 - September 2008
Elantas PDG, Inc. April 2006 - August 2007
Rawlings Sporting Goods January 2005 - April 2006
PHD USA March 1992 - August 2004
Skills
Budgets, Marketing, Trade Shows, Social Media, Event Planning, Event Management, Team Building, Data Analysis, Project Management, Customer Service, Management
Education
John F. Kennedy
HS Diploma
University of Missouri-Saint Louis
Bachelor of Science (B.S.), Marketing
Blake Zimmermann's Stifel Bank & Trust Experience May 2014 - Present
Job Securities Based Lending at Stifel Nicolaus
Industry Banking
Experience
Stifel Bank & Trust May 2014 - Present
Stifel Bank & Trust August 2009 - May 2014
Prairie Realty Advisors January 2007 - August 2009
Midland Loan Services 2005 - 2007
Skills
Asset Management, Banking, Credit Analysis, Financial Analysis, Financial Modeling, Investments, Loans, Microsoft Excel, Portfolio Management, Process Improvement, Credit, Valuation
Education
University of Missouri-Columbia 2001 — 2004
Business Administration, Finance, Real Estate
University of Missouri-Columbia, College of Business 2001 — 2004
Stifel Bank & Trust May 2014 - Present
Stifel Bank & Trust August 2009 - May 2014
Prairie Realty Advisors January 2007 - August 2009
Midland Loan Services 2005 - 2007
Skills
Asset Management, Banking, Credit Analysis, Financial Analysis, Financial Modeling, Investments, Loans, Microsoft Excel, Portfolio Management, Process Improvement, Credit, Valuation
Education
University of Missouri-Columbia 2001 — 2004
Business Administration, Finance, Real Estate
University of Missouri-Columbia, College of Business 2001 — 2004
Emily Meatte's Stifel Bank & Trust Experience February 2007 - Present
Job at Stifel Bank & Trust
Industry Financial Services
Experience
Stifel Bank & Trust February 2007 - Present
Wells Fargo Home Mortgage 2001 - 2008
Citigroup Inc August 2005 - June 2007
Skills
Operations Management, Learning and..., Strategic Planning, Mortgage Lending, Vendor Management, Process Improvement, Call Center, Change Management, Banking, Project Management, Credit Cards, Risk Management, Customer Service, Retail Banking, Credit Risk
Education
Maryville University of Saint Louis
Master of Business Administration (MBA), Business Administration and Management, General
University of Missouri - St. Louis
Bachelor of Arts (BA)
Stifel Bank & Trust February 2007 - Present
Wells Fargo Home Mortgage 2001 - 2008
Citigroup Inc August 2005 - June 2007
Skills
Operations Management, Learning and..., Strategic Planning, Mortgage Lending, Vendor Management, Process Improvement, Call Center, Change Management, Banking, Project Management, Credit Cards, Risk Management, Customer Service, Retail Banking, Credit Risk
Education
Maryville University of Saint Louis
Master of Business Administration (MBA), Business Administration and Management, General
University of Missouri - St. Louis
Bachelor of Arts (BA)
Kristin Accurso's Stifel Bank & Trust Experience March 2009 - August 2009
Job Public Relations, Marketing and Communications Professional
Industry Public Relations and Communications
Experience
Sigma-Aldrich Corporation April 2010 - Present
Freelance Employment June 2009 - April 2010
Stifel Bank & Trust March 2009 - August 2009
Tsunami Music Publicity July 2007 - December 2007
American Diabetes Association March 2007 - July 2007
Harpo's Restaurant November 2002 - November 2006
Friedler Photography February 2006 - July 2006
Education
University of Denver
Master of Applied Communications, Public Relations and Marketing
University of Missouri
Bachelor of Arts, English
Sigma-Aldrich Corporation April 2010 - Present
Freelance Employment June 2009 - April 2010
Stifel Bank & Trust March 2009 - August 2009
Tsunami Music Publicity July 2007 - December 2007
American Diabetes Association March 2007 - July 2007
Harpo's Restaurant November 2002 - November 2006
Friedler Photography February 2006 - July 2006
Education
University of Denver
Master of Applied Communications, Public Relations and Marketing
University of Missouri
Bachelor of Arts, English
Donna Byrnes's Stifel Bank & Trust Experience 2005 - 2008
Job Senior Commercial Credit Analyst at Berkshire Bank
Industry Banking
Experience
Berkshire Bank April 2009 - Present
Stifel Bank & Trust 2005 - 2008
Meramec Valley Bank 2003 - 2005
Commerce Bancshares, Inc. 2001 - 2003
BayBank 1987 - 1995
Skills
Loans, Credit Analysis, Loan Review, Compliance, Credit Risk, Credit, Auditing, Portfolio Management, Loan Servicing, Microsoft Excel, Commercial Mortgages, Banking, Loan Origination, Small Business Lending, Financial Analysis, Outlook, Commercial Banking
Education
Bates College
B.A, government and economics
Northeastern University
Certificate, Paralegal Studies
Berkshire Bank April 2009 - Present
Stifel Bank & Trust 2005 - 2008
Meramec Valley Bank 2003 - 2005
Commerce Bancshares, Inc. 2001 - 2003
BayBank 1987 - 1995
Skills
Loans, Credit Analysis, Loan Review, Compliance, Credit Risk, Credit, Auditing, Portfolio Management, Loan Servicing, Microsoft Excel, Commercial Mortgages, Banking, Loan Origination, Small Business Lending, Financial Analysis, Outlook, Commercial Banking
Education
Bates College
B.A, government and economics
Northeastern University
Certificate, Paralegal Studies
Colin Casey's Stifel Bank & Trust Experience June 2012 - August 2012
Job Financial Markets Specialist at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters November 2013 - Present
Stifel Financial Corp. August 2012 - October 2013
Stifel Bank & Trust June 2012 - August 2012
DK Financial Group March 2011 - July 2011
Midland Loan Services May 2010 - January 2011
Casey Brothers Lawncare LLC April 2005 - August 2009
Skills
Customer Service, Microsoft Excel, Microsoft Office, Account Management, Microsoft Word, Financial Analysis, Real Estate, Options, Financial Markets, Equities, Foreign Currency, Strategic Consulting, Business Strategy, Marketing, Leadership, FX Spot, ThomsonOne, Social Media Strategist, Customer Retention, Resume Writing, Management, Finance, Social Networking, Sales, Social Media
Education
Webster University 2014 — 2017
Master of Science (MS), Finance
Missouri State University 2008 — 2012
Bachelor of Science in Finance emphasizing Real Estate; Minor in Economics
Benedictine College 2007 — 2008
Thomson Reuters November 2013 - Present
Stifel Financial Corp. August 2012 - October 2013
Stifel Bank & Trust June 2012 - August 2012
DK Financial Group March 2011 - July 2011
Midland Loan Services May 2010 - January 2011
Casey Brothers Lawncare LLC April 2005 - August 2009
Skills
Customer Service, Microsoft Excel, Microsoft Office, Account Management, Microsoft Word, Financial Analysis, Real Estate, Options, Financial Markets, Equities, Foreign Currency, Strategic Consulting, Business Strategy, Marketing, Leadership, FX Spot, ThomsonOne, Social Media Strategist, Customer Retention, Resume Writing, Management, Finance, Social Networking, Sales, Social Media
Education
Webster University 2014 — 2017
Master of Science (MS), Finance
Missouri State University 2008 — 2012
Bachelor of Science in Finance emphasizing Real Estate; Minor in Economics
Benedictine College 2007 — 2008