The Commerce Trust Company
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The Commerce Trust Company Employees
The Commerce Trust Company August 2015 - Present
Law Offices of Tim J. Larson, JD, PA October 2014 - July 2015
Joseph, Hollander & Craft LLC 2012 - 2014
Kankakee County Public Defender's Office August 2011 - February 2012
County of Kankakee School District 258 August 2008 - August 2011
Cass Information Systems June 2000 - September 2006
Skills
Legal Writing, Legal Research, Westlaw, Administration, Legal Assistance, Civil Litigation, Courts, Pleadings, LexisNexis, Litigation
Education
Kankakee Community College 2009 — 2012
Advanced Certificate
University of Kansas, Lawrence 1980 — 1984
Bachelor's
Bethany College, Lindsborg, Kansas 1978 — 1979
Undergraduate study
Hutchinson Community College 1976 — 1978
Associate's
The Commerce Trust Company August 2014 - Present
Commerce Bank May 2013 - August 2014
Commerce Bank February 2013 - May 2013
CBIZ August 2011 - February 2013
St. Albans Country Club May 2010 - August 2011
University of Missouri August 2009 - January 2010
Skills
Research, Statistics, Public Speaking, Microsoft Office, Data Analysis, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Financial Modeling, Equity Research, Market Research, Valuation Modeling, Equity Trading, Financial Projection, Critical Thinking, Time Management, Option Pricing Models, Compensation & Benefit, Stock Option, Industry Research, WACC, CAPM, DCF Valuation, Inflation, Business Valuation, IRR, Fundamental Analysis, Technical Analysis, Chart Analysis, Credit Analysis, Time Value of Money, Valuation, Finance, Investments, Financial Planning, Financial Analysis, Portfolio Management, Banking, Management, Analysis
Education
University of Missouri-Columbia, College of Business 2007 — 2011
Bachelor of Science, Business Administration, Finance & Banking, Real Estate
The Commerce Trust Company September 2014 - Present
MassMutual Financial Group July 2013 - August 2014
CenturyLink June 2003 - July 2013
LightCore March 2000 - June 2003
Network Construction Managment December 1998 - March 2000
Skills
Vendor Management, Telecommunications, Financial Services, Insurance, Sales, Life Insurance, Disability Insurance, Retirement Planning, College Education..., Annuity Sales, Business Owner Planning, Finance, Marketing, Portfolio Management, Process Improvement, Asset Management
Education
University of Missouri-Saint Louis 2008 — 2011
BSBA, Finance
Marquette High School
Central Trust Company September 2014 - Present
The Commerce Trust Company September 2009 - August 2014
Empire Bank August 2008 - September 2009
Great Southern Bank September 2007 - August 2008
Murney Associates LLC May 2006 - October 2007
GSK January 2000 - August 2003
Skills
Financial Services, Wealth Management, Branch Banking, Banking, Investments, Pharmaceutical Industry, Private Banking, Pharmaceutical Sales, Trust Management, Asset Management, New Business Development, Family Office, Estate Planning, Financial Planning, Portfolio Management, Customer Service
Education
Missouri State University 1991 — 1995
Bachelor of Science (B.S.)
Kickapoo High School 1988 — 1991
The Commerce Trust Company January 2012 - July 2015
The Commerce Trust Company August 2007 - December 2011
Skills
Estate Planning, Trusts, Wealth Management..., Trust Services, Wealth Management, Investment Management, Succession Planning, Asset Allocation, High Net Worth..., Retirement Planning, Charities, Financial Analysis, Investments, Estate Tax Planning, Securities, Mutual Funds, Financial Planners, Strategic Financial..., Financial Planning
Education
University of Missouri-Kansas City School of Law 2004 — 2007
JD, Law
Briar Cliff University 1998 — 2002
BA, Business Administration
The Private Client Reserve of US Bank October 2015 - Present
The Commerce Trust Company January 2015 - September 2015
The Commerce Trust Company November 2011 - December 2014
The Commerce Trust Company March 2008 - November 2011
Blue Ridge Bank & Trust Co. March 2006 - March 2008
Commerce Bank August 2003 - March 2006
Skills
Wealth Management, Personal Financial..., Portfolio Management, Retirement Planning, Asset Allocation, Trust Services, Investments, Investment Strategies, Investment Management, Strategic Financial..., Mutual Funds, Asset Management, Estate Planning, Investment Advisory, Financial Planning
Education
University of Missouri-Kansas City 2007 — 2010
Master of Business Administration (M.B.A.), Finance, General
Benedictine College 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Mullen High School
Edward Jones Trust Company August 2013 - Present
The Commerce Trust Company March 2011 - May 2013
The Commerce Trust Company March 2005 - March 2011
Education
Cannon Financial 2013 — 2013
Trust III
Cannon Financial 2012 — 2012
Trust II
Cannon Financial 2011 — 2011
Trust I
Hickey College 1987 — 1988
Accounting
The Commerce Trust Company August 2013 - Present
PNC October 2012 - August 2013
Memorial Medical Center July 2010 - February 2012
Skills
Financial Reporting, Accounting, Customer Service, Team Building, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Windows, Recruiting, Financial Analysis
Education
Southern Illinois University Edwardsville 2012 — 2013
M.B.A., Business Administration
Illinois College 2006 — 2010
Bachelor of Science (B.S.), Finance, Accounting, and Management
The Commerce Trust Company May 2014 - Present
The Commerce Trust Company 2006 - May 2014
The Commerce Trust Company 2001 - 2006
Skills
Retirement, Succession Planning, Finance, Banking, Financial Advisory, Retirement Planning, Personal Financial..., Financial Analysis, Financial Planning, Asset Allocation, Asset Management
Education
Southeast Missouri State University - Harrison College of Business 1985 — 1990
Bachelor of Science in Business Administration
University of Missouri-Saint Louis
Personal Financial Planning
The Commerce Trust Company November 2014 - June 2015
The Commerce Trust Company April 2011 - October 2014
The Commerce Trust Company July 2009 - March 2011
The Commerce Trust Company September 2006 - July 2009
Philadelphia Phillies June 2005 - August 2006
Skills
Asset Allocation, Investments, Portfolio Management, Wealth Management, Business Development, Alternative Investments, Fixed Income, Equities, Mutual Funds, Bloomberg, Securities, Investment Management, Estate Planning, Trusts, Valuation, Asset Management, Investment Strategies
Education
University of Missouri-Kansas City 2011 — 2015
MS, Finance
William Jewell College 2001 — 2005
BS, Business Administration (Marketing)
The Commerce Trust Company January 2015 - Present
Commerce Bank August 2007 - December 2014
William Woods University January 2005 - March 2011
Shelter Insurance Companies June 2004 - August 2007
Shelter Insurance Companies August 2003 - June 2004
Shelter Insurance Companies July 1999 - June 2003
Shelter Insurance Companies September 1995 - July 1999
Skills
Public Speaking, Leadership Development, Strategic Planning, Business Development, Insurance, Banking, Commercial Real Estate..., Public Relations, Coaching, Fundraising, Marketing Strategy, Sales, Marketing, Underwriting, Leadership, Training, Management, Event Planning, Social Media
Education
William Woods University 2003 — 2004
MBA
University of Missouri-Columbia 1989 — 1993
BSBA, Administrative Management
The Commerce Trust Company November 2012 - Present
The Commerce Trust Company January 2011 - November 2012
Hammond Associates September 2003 - January 2011
State Street Bank & Trust January 2001 - June 2003
Education
University of Missouri-Saint Louis 2007 — 2009
Master of Business Administration
Truman State University 1996 — 2000
Bachelor of Arts, Finance
Christian Brothers College (CBC) High School 1992 — 1996
St. Stephen Protomartyr 1983 — 1992
The Commerce Trust Company November 2014 - Present
The Commerce Trust Company August 2007 - December 2014
Skills
Wealth Management, Financial Analysis
Education
Southern Illinois University, Edwardsville 2000 — 2004
Bachelor of Liberal Arts
The Commerce Trust Company October 2000 - Present
Skills
Credit, Loans, Financial Analysis, Investments, Credit Analysis, Finance, Financial Planning, Private Banking
Education
Lawrence University
Bachelor's degree, International Studies, Spanish
The Commerce Trust Company March 2014 - Present
UMB Bank June 2009 - March 2014
U.S. Trust, Bank of America Private Wealth Management 1993 - 2009
Skills
Asset Allocation, Wealth Management, Investments, Portfolio Management, Investment Management, Retirement Planning, Banking, Financial Services, Loans, Credit Analysis, Fixed Income
Education
University of Missouri-Columbia 1989 — 1993
BSBA, Finance and Banking
The Commerce Trust Company June 2015 - Present
Express Scripts September 2013 - Present
Build-A-Bear Workshop May 2011 - September 2013
Wells Fargo Advisors November 2009 - May 2011
Covidien March 2009 - August 2009
Anheuser-Busch Companies, Inc. January 1993 - December 2008
Skills
Administrative..., Time Management, Troubleshooting, Outlook, Event Planning, Customer Service, Process Scheduler, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Office Management, Inventory Management, Human Resources, Merchandising, Data Entry, Visio, Management, Leadership, Facebook, Administrative...
Education
Fontbonne University 2006 — 2009
BBA, Business Administration
St. Louis Community College 2004 — 2006
Associates, Fine Arts
The Commerce Trust Company October 2012 - Present
Commerce Bank July 2010 - September 2012
Commerce Bank October 2006 - July 2010
Commerce Bank July 2006 - October 2006
International Musical Suppliers October 2003 - March 2004
DePaul University May 2002 - May 2003
Skills
Building Relationships, Sales Management, Consultative Selling, Banking, Loans, Investments, Coaching, Small Business, Small Business Lending, Strategic Financial..., Wealth Management, Credit, Financial Analysis, Lines Of Credit, Insurance, Financial Services, Customer Service, Mortgage Lending, Commercial Lending, Credit Analysis, Sales, Commercial Banking, Retail Banking, Consumer Lending, Cross Selling, Finance, Loan Origination, Relationship Management
Education
DePaul University 1999 — 2003
Bachelor of Music and Business, Business
DePaul University 1999 — 2003
Bachelor's degree
The Commerce Trust Company March 2013 - Present
Commerce Bank January 2000 - February 2013
Commerce Bank January 1996 - December 2000
Commerce Bank January 1993 - December 1995
Compuspeak Laboratories January 1988 - December 1992
Commerce Bank October 1984 - December 1987
Skills
Commercial Banking, Treasury Services, Banking
Education
Southwestern Graduate School of Banking
Graduate Banking Degree
University of Missouri-Columbia
BSBA, Finance
UMB Bank 2013 - Present
U.S. Trust, Bank of America Private Wealth Management 2000 - 2012
SunTrust Bank 1999 - 2000
The Commerce Trust Company 1994 - 1999
Skills
Portfolio Management, Alternative Investments, Asset Allocation, Investment Strategies, Investment Management, Equities, Hedge Funds, Investments, Private Equity, Mutual Funds, Asset Managment, Wealth Management, High Net Worth..., Financial Advisory, Series 7, Investment Advisory
Education
University of Missouri-Kansas City 1991 — 1996
BBA, MBA-Finance
Missouri State University 1990 — 1991
The Commerce Trust Company February 2009 - Present
U.S. Trust Bank of America Private Wealth Management July 1992 - February 2009
INTRUST Bank February 1987 - June 1992
Skills
Portfolio Management, Investments, Asset Management, Wealth Management, Asset Allocation, Financial Analysis, Mutual Funds, Investment Management, Banking, Financial Planning, Risk Management
Education
Wichita State University 1989 — 1991
MBA
Kansas State University 1982 — 1986
BS, Finance
US Bank Private Client Group June 2011 - Present
The Commerce Trust Company August 2004 - June 2011
A.G. Edwards & Sons, Inc. July 1997 - August 2004
Skills
Retirement Planning
Education
University of Missouri-Columbia 1994 — 1996
MBA, Finance
University of Missouri-Columbia 1990 — 1994
BA, History
University of Missouri-Columbia 1990 — 1994
BA, Political Science
The Commerce Trust Company July 2007 - Present
Heartland Habitat for Humanity 2005 - Present
Wells Fargo May 1999 - July 2007
Skills
Credit, Financial Analysis, Real Estate, Loans, Commercial Banking, Strategic Planning, Risk Management, Commercial Lending, Small Business Lending, Mortgage Lending, Credit Analysis, Banking, Underwriting, Consumer Lending, Business Analysis, Finance, Sales Management, Investments, Portfolio Management, Loan Origination, Leadership, Lines Of Credit
Education
Kansas State University 1995 — 2000
B.S., Business and Economics
Bryan Cave, LLP January 2013 - Present
Missouri Court of Appeals, Eastern District August 2012 - December 2012
Saint Louis University Legal Clinic August 2011 - December 2011
The Commerce Trust Company May 2011 - August 2011
Thompson Coburn LLP. June 2010 - August 2010
Skills
Legal Research, Legal Writing, Westlaw, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Corporate Law, Non-profits, Securities, Private Equity, Corporate Finance, Due Diligence, Mergers & Acquisitions, Securities Regulation, Nonprofits, Bankruptcy, Legal Assistance
Education
Saint Louis University School of Law 2009 — 2012
Juris Doctor, Business Transactional Law
Emory University 2005 — 2009
Bachelor of Business Administration (BBA), Finance and Real Estate
Emory University - Goizueta Business School 2005 — 2009
Bachelor in Business Administration, Finance and Real Estate
MICDS 2000 — 2005
High School
The Commerce Trust Company March 2008 - Present
M&I Bank May 2006 - March 2008
Gold Bank October 2001 - May 2006
Mercantile Bank January 1972 - March 2001
Skills
Wealth Management, Asset Management, Financial Planning, Retirement Planning, Investments, Trusts, Probate, Banking, Estate Planning
Education
Cannon Financial Institute 2007 — 2011
Cannon Trust School
Missouri Western State University 1971 — 1972
Benton High School
The Commerce Trust Company March 2002 - Present
Wells Fargo 2000 - March 2002
Brenton Bank 1992 - 2000
Skills
Mutual Funds, High Net Worth..., Asset Allocation, Investment Management, Portfolio Management, Asset Managment, Wealth Management, Investments, Financial Analysis, Valuation, Alternative Investments, Investment Strategies, Asset Management, Risk Management, Banking, Equities
Education
Drake University 1990 — 1994
B.S.B.A., Business Management / Finance
Guaranty Bank July 2012 - Present
CoxHealth 2011 - 2012
Pension Consultants, Inc 2010 - 2011
Duck Creek Technologies 2007 - 2010
The Commerce Trust Company 1997 - 2007
Skills
Performance Management, Public Relations, Leadership, Strategic Planning, Financial Analysis, Customer Service, Public Speaking, Project Management, Contract Negotiation, Management, Human Resources, Team Building, Training, Budgets, Cross-functional Team..., Employee Relations, Executive Presentations, Risk Management, Recruiting, Succession Planning, Team Leadership, Marketing, Banking, Leadership Development, Finance, Insurance, Business Development, Coaching, New Business Development, Employee Benefits
Education
University of Missouri-Columbia 1984 — 1988
B.A., Communication
Drury University
MBA
The Commerce Trust Company July 2015 - Present
Central Bank of St. Louis February 2014 - July 2015
Anheuser-Busch InBev May 2013 - February 2014
Anheuser-Busch InBev May 2012 - May 2013
Boeing December 2011 - May 2012
Boeing Institute of International Business January 2011 - May 2012
Boeing May 2011 - December 2011
Barnes & Noble September 2008 - January 2011
Saint Louis University January 2009 - October 2010
Dierbergs Markets April 2006 - July 2010
Skills
Analysis, Sales, Customer Service, International Economics, Economic Modeling, Building Relationships, Relationship Marketing, Cash Flow, Credit Risk, Risk Management, Financial Analysis
Education
Saint Louis University 2008 — 2012
Honors B.A., Economics, International Business
Saint Louis University-Madrid Campus 2009 — 2010
B.A, Economics, International Business
Mehlville Senior High School 2004 — 2008
HS Diploma, College Preparatory
AIESEC at Mizzou January 2015 - Present
Commerce Bank August 2014 - Present
The Commerce Trust Company June 2015 - July 2015
ADP May 2014 - August 2014
Skills
Communication, Contract Negotiation, Phone Etiquette, Highly Adaptive, Microsoft Word, PowerPoint, People Skills, Presentations, Critical Thinking, Public Speaking, CRM, Microsoft Office, Customer Service, Student Leadership
Education
University of Missouri-Columbia 2012 — 2016
Finance and Economics
The Commerce Trust Company February 2004 - Present
Eastwood Financial Corporation 2000 - Present
Bank of America 1991 - 2004
Boatmen's Trust Company 1991 - 1998
Education
Washington University in St. Louis School of Law 1980 — 1983
Doctor of Law (J.D.)
St. Olaf College 1975 — 1979
Bachelor of Arts (B.A.), Economics
The Commerce Trust Company May 2012 - Present
Pfizer, Inc 2002 - 2011
Pharmacia/Pfizer 2000 - 2002
Today's Staffing June 1999 - February 2000
Skills
PeopleSoft, Analysis, Customer Service, Analytics, Process Improvement, Reporting & Analysis, Close Attention to..., Organized Multi-tasker, HRIS, Change Management, Human Resources, Microsoft Office, Training
Education
Maryville University of Saint Louis 2009 — 2011
Bachelor of Science, Accounting Information Systems
Missouri State University
Bachelor of Science, Hotel Restaurant Management
The Commerce Trust Company March 2015 - Present
Edward Jones June 2012 - March 2015
U.S. Bank's Private Client Group January 2011 - July 2012
SCB Wealth Management November 2008 - December 2010
Stifel Nicolaus March 2008 - November 2008
Stifel Nicolaus May 2004 - March 2008
Regions Financial Corporation October 2003 - May 2004
Skills
Investments, Wealth Management, Portfolio Management, Mutual Funds, Investment Strategies, Investment Advisory, Investment Management, Financial Services, Estate Planning, Financial Advisory, Finance, Due Diligence, Banking, Financial Analysis, Private Banking, Series 7, Trust Services
Education
Southern Illinois University, Edwardsville 2002 — 2004
Business Administration, Finance
Scottrade, Inc. June 2008 - Present
Express Scripts April 2007 - June 2008
Lowenhaupt Global Advisors April 2006 - April 2007
Perficient February 2005 - March 2006
The Commerce Trust Company May 2001 - January 2005
Lincoln Industrial November 1999 - May 2001
Ernst & Young November 1998 - October 1999
Bank of America April 1992 - November 1998
Skills
Windows, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, SharePoint, Visio, Access, Human Resources, Leadership, Management, Customer Service, Time Management, Finance, Budgets, Marketing, Strategy, Project Management, Strategic Planning, Team Building, Event Planning, Event Management, Facebook, 10 Key, Legal Research, Networking, Training, Troubleshooting
Education
St. Louis Community College
Associates, Business
The Commerce Trust Company May 2011 - Present
The Commerce Trust Company February 2008 - May 2011
Skills
Trust Services, Revocable Trusts, Charitable Trusts, IRAs, Taxation of Trusts, Charitable Remainder..., Customer Service, Banking, Financial Analysis, Accounting, Risk Management, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, English, Windows, Outlook
Education
Cannon Financial Institute 2015 — 2017
Trust Administration
University of Phoenix 2007 — 2009
Bachelor of Applied Science (BASc), Marketing/Marketing Management, General
Longview Community College 2001 — 2003
Associate of Arts (AA), Business/Commerce, General
The Commerce Trust Company April 2009 - Present
JPMorgan Chase April 2005 - April 2009
Bank of America May 2003 - April 2005
Skills
Investment Management, Financial Planning, Estate Planning, Private Banking, Trust Administration
Education
Campbell University 2002 — 2003
Master of Business Administration (MBA)
Campbell University 1998 — 2002
BBA, Trust & Investment Management
The Commerce Trust Company February 2014 - Present
Advantage Air LLC. October 2013 - February 2014
KJS Events, Inc. October 2013 - January 2014
PlyoCity St. Louis 2009 - January 2014
Delve January 2007 - July 2013
Skills
Marketing, Marketing Communications, Event Planning, Project Planning, Organization, Leadership, Public Relations, Advertising, Project Management, Sales, Social Networking, Market Research, Athletics, PowerPoint, Marketing Research, Event Management, Microsoft Office, Outlook, Coaching
Education
Lindenwood University 2009 — 2013
Bachelor of Arts (BA), Marketing
The Commerce Trust Company January 2013 - Present
SageView Advisory Group September 2007 - January 2013
SageView Advisory Group September 2007 - January 2013
FBD Consulting, Inc. 1998 - 2007
Skills
Retirement Planning, Defined Benefit, Mutual Funds, 401k, Pensions, Retirement, Series 7, Series 63, Series 6, Investment Advisory, Asset Allocation, Retirement Plan..., Insurance, Securities, Investments
Education
Missouri State University 1988 — 1992
BS
University of Pittsburgh
AIF
The Commerce Trust Company 2015 - Present
BMO Private Bank 2012 - 2014
Stoker Ostler Wealth Advisors June 2008 - June 2012
Texas Tech University 2005 - 2008
Lee Financial Corporation 2007 - 2007
UMKC 2004 - 2004
Skills
Expert in women's..., Estate Planning, Wealth Management, Strategic Financial..., Financial Planners, Wealth, Financial Goals, Retirement Planning, Financial Advisory, Retirement, Financial Issues, Tax, Personal Financial..., Personal Finance, Financial Services, Finance, Asset Allocation, Financial Planning, Investments
Education
Texas Tech University 2005 — 2008
PhD, Personal Financial Planning
Kansas State University 2003 — 2004
M.S., Family Studies with an Emphasis in Family Financial Planning
Kansas State University 2001 — 2003
B.S., Human Ecology
The Commerce Trust Company September 2006 - Present
The Commerce Trust Company March 1999 - September 2006
Skills
Financial Services, Finance, Retirement Planning, Estate Planning, Wealth Management, Banking, Strategic Financial..., IRAs, Insurance, Asset Allocation, Asset Management, Financial Analysis, Financial Planning, Investment Management, Mutual Funds, Portfolio Management, Public Speaking, Trusts
Education
Cannon Trust III 2013 — 2013
Honor Graduate, Obtained CTFA designation
Cannon Trust II 2012 — 2012
Honor Graduate
Cannon Trust I 2008 — 2008
Honor Graduate
Missouri Western State University 1999 — 2003
Bachelor of Science (BS), Accounting
South Side Trust & Savings Bank July 2015 - Present
The Commerce Trust Company March 2014 - July 2015
The Commerce Trust Company January 2012 - February 2014
The Spotted Cow August 2008 - December 2011
Stark Excavating Inc May 2007 - August 2007
CVS Pharmacy February 2005 - November 2005
Skills
Asset Allocation, Portfolio Management, Goldmine, Investments, Alternative Investments, Finance, Microsoft Excel, Microsoft Word, PowerPoint, Charles River IMS, Scorecard, Performance Analysis, Sungard GMI, Diversification, Investment Strategies, Investment Advisory, Model Portfolios, Investment Portfolio, Portfolio Assessment, Portfolio Performance..., Equity Trading, Equity Capital Markets, Equity Research, Fixed Income Portfolio..., Hedge Funds, Stock Market, Stock Trading, Stocks, Financial Modeling, Financial Analysis, Asset Management, Trusts, Technical Analysis, Investment Policy..., Chartered Financial..., CFA Institute Level I..., CFA Institute Level II..., Momentum Trading, Morningstar Instant...
Education
Bradley University 2008 — 2011
Bachelor of Science (B.S.), Finance, 4.0 GPA
Paychex May 2015 - Present
American Red Cross June 2010 - April 2015
The Commerce Trust Company January 2007 - June 2010
Skills
Recruiting, Nonprofits, Volunteer Management, Community Outreach, Fundraising, Program Development, Event Planning, Public Speaking, Community Development, Training, Leadership Development, Employee Relations, Customer Service, Conflict Resolution, Social Media, Management, Team Building, Event Management, Marketing, Microsoft Office
Education
Park University 2007 — 2010
Bachelor of Public Administration, Public Administration
Northwest Missouri State University 2003 — 2005
The Commerce Trust Company July 2014 - Present
The Commerce Trust Company September 2013 - July 2014
The City of Carlyle, Illinois March 2012 - May 2013
The Maschhoffs July 2007 - March 2012
Williams & Connolly LLP January 2005 - March 2007
Law Office of Irwin Goldberg, P.A. May 2001 - December 2002
Barbour, Zevrina, Hangarter & Morris 2000 - 2001
Skills
SharePoint, Strategic Planning, Customer Service, Negotiation, Budgets, Microsoft Office, Research, Project Management, Microsoft Excel, Event Planning, Leadership, Management, Program Management, Human Resources, Recruiting, Team Building, Marketing, Process Improvement, CRM
Education
Salisbury University 2003 — 2004
Bachelor of Arts, Political Science
College of Southern Maryland 1999 — 2001
Associate's degree, Paralegal Studies
Client Resources, Inc. July 2014 - Present
Hilton Garden Inn September 2013 - July 2014
The Commerce Funds June 2013 - September 2013
The Commerce Trust Company May 2011 - June 2013
North Kansas City Hospital January 2010 - June 2010
St. Mary’s Community Hospital May 2009 - September 2009
Skills
Customer Service, Sales, Event Planning, PowerPoint, Marketing, Leadership, Customer Satisfaction, Account Management, Microsoft Office, Sales Management, Business Development, New Business Development, Technical Recruiting, Strategic Planning, Business Analysis
Education
Northwest Missouri State University 2005 — 2009
Bachelor of Science, Public Relations
Mallinckrodt Pharmaceuticals January 2015 - Present
Integrated Oncology March 2012 - December 2014
Premier Surgical LLC February 2009 - March 2012
The Commerce Trust Company April 2007 - February 2009
Oscient Pharmaceuticals January 2005 - April 2007
Forest Laboratories October 2000 - January 2005
Enterprise Rent-A-Car September 1992 - October 2000
Skills
Medical Devices, Product Launch, Cardiology, Managed Care, Pharmaceutical Industry, Pharmaceutical Sales, Sales Effectiveness, Biotechnology, Sales Operations, Capital Equipment, Sales Force Development, Sales
Education
Emporia State University
Bachelor of Science (BS), Business Administration
U.S. Trust August 2011 - Present
The Commerce Trust Company April 2005 - August 2011
Bank of America June 2003 - April 2005
BB&T January 2003 - June 2003
Skills
Wealth Management, Estate Planning, Wealth Management..., Asset Allocation, Retirement Planning, Portfolio Management, Trust Services, Investment Advisory, Investment Management, Private Banking, High Net Worth..., Investment Strategies, Trust Management, Wealth, Mutual Funds, Banking, Investments
Education
Campbell University 1998 — 2002
BBA, Trust and Investment Management
The Commerce Trust Company January 2013 - Present
Selective Service System May 2013 - Present
Miller, Hall & Triggs, LLC February 2007 - January 2013
United States Army Reserve 2003 - 2011
Sixty Plus, Inc September 2006 - December 2006
Miller, Hall & Triggs, LLC April 2006 - August 2006
Lowpoint-Washburn Community District #21 2002 - 2003
Skills
Litigation, Estate Planning, Property Law, Estate Administration, Civil Litigation, Guardianship, Real Estate, Wealth Management, Banking, Strategic Financial..., Corporate Law, Commercial Real Estate, Appeals, Courts, Defense, Family Law, Finance, Investments, Legal Issues, Legal Writing, Mediation, Microsoft Word, Small Business
Education
Thomas M. Cooley Law School 2004 — 2006
Juris Doctor, Cum Laude, Top 8% of Class
Northern Illinois University 1996 — 2001
Bachelor of Arts (B.A.), Major: English, Minor: Linguistics and Teaching Certificate
Penney, Murray & Associates, a private wealth advisory practice of Ameriprise Financial Services February 2011 - Present
The Commerce Trust Company June 2001 - February 2011
Springfield Trust Company May 1996 - May 2001
Education
Missouri State University 1994 — 1996
Economics, Economics and Finance
Missouri Western State University 1992 — 1994
Finance and Economics
Arch Coal, Inc. February 2011 - May 2015
Anders Minkler & Diehl LLP August 2007 - January 2011
The Commerce Trust Company August 1998 - August 2007
Skills
Valuation, Economics, Financial Modeling, Equity Valuation, Derivatives, Business Valuation, Financial Analysis, Corporate Finance, Intellectual Property..., Investments, Financial Reporting, Finance, Securities
Education
University of Illinois at Urbana-Champaign 1994 — 1998
Bachelor of Science, Finance
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
BS, Finance
Matter Family Office March 2012 - Present
Animal Protective Association of MO March 2007 - Present
The Center for Hearing & Speech 1999 - Present
The Commerce Trust Company September 2004 - March 2011
TIAA-CREF 1998 - 2004
TIAA-CREF Trust Company, FSB 1998 - 2004
Education
University of Florida 1976 — 1979
The Commerce Trust Company November 2004 - Present
The Commerce Trust Company March 2002 - November 2004
The Commerce Trust Company March 1998 - March 2002
Nations Bank, N.A./Boatmen's Trust Company August 1995 - March 1998
Boatmen's Relocation Management June 1992 - July 1995
Skills
Estate Planning, Wealth Management, Asset Managment, Investments, Trust Services, Strategic Financial..., Financial Analysis, Investment Management, Risk Management, Trusts, Succession Planning, Relationship Management, Private Companies, Business Valuation, Business Process..., Change Management, Strategic Leadership, Real Estate Transactions
Education
Webster University 1995 — 1997
Master of Arts (MA), Finance, General
Missouri State University
Bachelor's degree, Finance, General
US Trust December 2011 - Present
The Commerce Trust Company August 2009 - January 2012
VALIC July 2006 - January 2011
University of Missouri-Kansas City January 2001 - December 2007
Skills
Estate Planning, Strategic Financial..., Asset Allocation, Wealth Management, Financial Analysis, Asset Management, Financial Advisory, Investment Advisory, Investment Management, Investment Strategies, Investments, Mutual Funds
Education
University of Missouri-Kansas City 1998 — 2001
Master of Business Administration (M.B.A.), Finance, General
Missouri Western State University 1994 — 1995
Bachelor of Business Administration (B.B.A.), Accounting
The Commerce Trust Company March 2014 - Present
Strategas Research Partners 2010 - October 2013
Strategas Research Partners 2007 - 2010
Morgan Stanley 1998 - 2006
Skills
Series 7, Series 63, Investments, Uniform Combined State..., Equities, Bloomberg, Fixed Income, Mutual Funds, Sales, Asset Allocation, Wealth Management, Microsoft Excel, Banking, Series 24
Education
Boston College 1993 — 1997
Bachelor's degree, Finance, General
The Commerce Trust Company October 2011 - Present
The Commerce Trust Company September 2007 - September 2011
Jacoby & Associates June 1993 - August 2007
ERNST&YOUNG January 1985 - May 1993
Education
Saint Louis University School of Law 1983 — 1986
Juris Doctor
University of Missouri-Saint Louis 1981 — 1983
MBA, Business Administration
University of Missouri-Saint Louis 1977 — 1981
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
The Commerce Trust Company December 2007 - Present
Bever Dye, LC August 1991 - December 2007
Skills
Banking, Commercial Lending, Commercial Banking, Portfolio Management, Small Business Lending, Investments, Loans, Credit Analysis, Credit, Asset Management, Financial Analysis, Asset Allocation, Risk Management, Strategic Planning, Strategic Financial..., Series 7, Retirement Planning, Finance
Education
University of Kansas School of Law 1988 — 1991
JD
Kansas State University 1984 — 1988
Bachelor of Business Administration (BBA), Accounting
The Commerce Trust Company June 1992 - Present
Education
Washington University in St. Louis 1977 — 1981
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Denver 1970 — 1974
Bachelor's Degree, Environmental Studies
The Commerce Trust Company August 1998 - Present
Boatmens Trust Company March 1996 - June 1998
Education
University of Missouri-Saint Louis 1981 — 1986
Bachelor of Science in Business Administration, Emphasis in Management and Organizational Behavior
The Commerce Trust Company April 2000 - Present
The Commerce Trust Company April 2000 - Present
Bank of America July 1992 - April 2000
Norwest Bank June 1991 - July 1992
Skills
Banking, Credit, Consumer Lending, Mortgage Lending, Retail Banking, Portfolio Management, Lines Of Credit, Loan Origination
Education
The University of North Dakota 1987 — 1991
Bachelor of Business Administration (BBA), Economics
The Commerce Trust Company October 2012 - Present
Commerce Bank September 2001 - September 2012
Commerce Bank December 1997 - September 2001
Education
Webster University 2001 — 2003
MBA
Missouri State University 1993 — 1997
BS, Finance
PNC Wealth Management December 2009 - Present
Bank Midwest March 2006 - December 2009
The Commerce Trust Company March 2001 - March 2006
Bank of America May 1986 - February 2001
Skills
Strategic Planning, Financial Analysis, Commercial Lending, Investments, Credit, Wealth Management, Portfolio Management, Risk Management, Loans, Mortgage Lending, Banking, Small Business Lending, Commercial Banking, Valuation, Strategic Financial..., Credit Analysis, Consumer Lending
Education
Saint Louis University
A.B., Biology / Chemistry
Saint Louis University
MBA, International business
The Commerce Trust Company October 2015 - Present
The Commerce Trust Company August 2013 - September 2015
The Commerce Trust Company June 2007 - July 2013
Wentworth Gallery September 2006 - June 2007
Skills
Banking, Customer Service, Financial Analysis, Wealth Management
Education
College for Financial Planning 2013 — 2015
CFP Certification
Webster University 2008 — 2010
Masters, MBA
Indiana University Bloomington 2002 — 2006
Bachelors, History of Art
Dielmann Sotheby's International Realty March 2008 - Present
The Commerce Trust Company July 1986 - July 2007
Education
Fontbonne University
Bachelor of Arts, Sociology
Country Club Trust Company March 2014 - Present
The Commerce Trust Company November 2011 - February 2014
Reaves Law Firm, P.C. May 2008 - November 2011
Skills
Estate Planning, Elder Law, Guardianship, Special Needs Trusts, Medicaid, Conservatorships, Trust Services, Trusts
Education
University of Missouri-Kansas City School of Law 2006 — 2009
J.D., Law
Drury University 1996 — 2000
Bachelor of Arts, Criminology
The Commerce Trust Company 1999 - Present
Boatmen's Trust Company/ Bank of America's Private Bank 1993 - 1999
Bryan Cave 1976 - 1993
Skills
Wealth Management, Trust Services, Private Banking, Corporate Law, Tax Law, Wealth Preservation..., Estate Planning, Bank Executive, Banking Law, Banking, Business succession...
Education
Georgetown University Law Center 1973 — 1976
Doctor of Law (J.D.)
Westminster College (MO) 1969 — 1973
B. A. Political Science, Political Science and Government, Summa Cum Laude
The Commerce Trust Company July 2013 - Present
Junior Achievement 2008 - 2015
Edward Jones Trust Company January 2007 - March 2013
Estate Plan Strategies, LLC April 2001 - May 2003
Stone, Leyton & Gershman 1999 - 2000
Collins & Bellenghi, LLP March 1993 - June 1997
Skills
Charitable Trusts, Trusts, Trust Services, Investment Advisory, Asset Allocation, Finance, Investments, Funding, Special Needs Trusts, Estate Planning, Wealth Management, Banking, Asset Management, Wealth Management..., Financial Services
Education
University of Missouri-Saint Louis 2003 — 2006
Bachelor of Science, Criminology/Criminal Justice
Coastline Community College
Associate’s Degree, Paralegal Certificate
The Commerce Trust Company December 1978 - Present
Skills
Portfolio Management, Wealth Management, Financial Services, Financial Planning, Asset Management, Relationship Management, Estate Planning
Education
University of Missouri-Columbia
Bachelor of Arts (BA)
The Commerce Trust Company October 2010 - March 2013
The Commerce Trust Company January 2002 - October 2010
Lincoln Financial Group March 2001 - January 2002
Transamerica Retirement Services November 1998 - March 2001
Boatmen's Trust Company January 1994 - November 1998
Skills
Business Development, Sales, Direct Sales, Pensions, Financial Advisory, Investments, Portfolio Management, Asset Management, Equities, Hedge Funds, Fixed Income, Mutual Funds, 401k, Consulting, Global Custody, Taft-Hartley, Endowments, Foundations, Nonprofits, Alternative Investments
Education
Drake University 1991 — 1993
Master of Business Administration (MBA)
Simpson College 1986 — 1990
Bachelor of Arts (BA), Economics and Management
Dickinson Financial Corporation April 2012 - Present
Mazuma Credit Union September 2006 - April 2012
The Commerce Trust Company February 2000 - September 2006
Skills
Disaster Recovery, Strategic Leadership, Marketing Strategy, Business Analysis, Visionary, Innovation Management, Management, Retail Banking, Sales, Credit, Project Management, Financial Services, Customer Service, Banking, Change Management, Strategic Planning
Education
Rockhurst University 1981 — 1985
Master of Business Administration (MBA), Marketing
Pittsburg State University 1974 — 1978
Bachelor of Science (BS), Mathematics