The Commerce Trust Company

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The Commerce Trust Company Employees

Employee
Years
Job
Industry
Blythe Anne Black, CP Blythe Anne Black, CP Wichita, Kansas Area Details
Blythe Anne Black, CP's The Commerce Trust Company Experience August 2015 - Present
Job Administrative Assistant at The Commerce Trust Company
Industry Legal Services
Experience
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

Garrett Brinton Garrett Brinton Kansas City, Missouri Area Details
Garrett Brinton's The Commerce Trust Company Experience August 2014 - Present
Job Investment Portfolio Associate at The Commerce Trust Company
Industry Investment Management
Experience
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

Arthur Aguirre Arthur Aguirre Greater St. Louis Area Details
Arthur Aguirre's The Commerce Trust Company Experience September 2014 - Present
Job Private Client Group at Commerce Trust Company
Industry Financial Services
Experience
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

Candice Reed Candice Reed Springfield, Missouri Details
Candice Reed's The Commerce Trust Company Experience September 2009 - August 2014
Job Vice President, Wealth Management Advisor at Central Trust Company
Industry Investment Management
Experience
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

Ben Herrig, JD Ben Herrig, JD Tulsa, Oklahoma Details
Ben Herrig, JD's The Commerce Trust Company Experience January 2012 - July 2015
Job Wealth Management Consultant and Market Executive focused on investment management, estate planning and private banking
Industry Financial Services
Experience
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

Ryan Lovill, CFP® Ryan Lovill, CFP® Kansas City, Missouri Details
Ryan Lovill, CFP®'s The Commerce Trust Company Experience January 2015 - September 2015
Job Wealth Management Advisor at The Private Client Reserve of US Bank
Industry Investment Management
Experience
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

Robin Holzschuh, CTFA Robin Holzschuh, CTFA Saint Louis, Missouri Details
Robin Holzschuh, CTFA's The Commerce Trust Company Experience March 2011 - May 2013
Job Trust Officer at Edward Jones Trust Company
Industry Financial Services
Experience
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

Kelsey Abbott, MBA Kelsey Abbott, MBA Greater St. Louis Area Details
Kelsey Abbott, MBA's The Commerce Trust Company Experience August 2013 - Present
Job Portfolio Associate at The Commerce Trust Company
Industry Investment Management
Experience
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

David Stubblefield, CFP®, CDFA™ David Stubblefield, CFP®, CDFA™ Greater St. Louis Area Details
David Stubblefield, CFP®, CDFA™'s The Commerce Trust Company Experience May 2014 - Present
Job Senior Financial Planner at The Commerce Trust Company
Industry Financial Services
Experience
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

Ben Blanton Ben Blanton Kansas City, Missouri Area Details
Ben Blanton's The Commerce Trust Company Experience November 2014 - June 2015
Job Assistant Vice President at The Commerce Trust Company
Industry Investment Management
Experience
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)

Lyle Johnson Lyle Johnson Columbia, Missouri Area Details
Lyle Johnson's The Commerce Trust Company Experience January 2015 - Present
Job Market Executive – Investment Management I Private Banking I Trust & Financial Planning
Industry Financial Services
Experience
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

Benjamin Pritchett Benjamin Pritchett Saint Louis, Missouri Details
Benjamin Pritchett's The Commerce Trust Company Experience November 2012 - Present
Job Assistant Vice President Fixed Income Analyst
Industry Investment Management
Experience
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

Jennifer Whiteaker Jennifer Whiteaker Greater St. Louis Area Details
Jennifer Whiteaker's The Commerce Trust Company Experience November 2014 - Present
Job Sales Channel Administrator at The Commerce Trust Company
Industry Banking
Experience
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

Patricia Held Patricia Held Saint Louis, Missouri Details
Patricia Held's The Commerce Trust Company Experience October 2000 - Present
Job Private Banking Relationship Manager providing customized lending, concierge banking & investment management
Industry Financial Services
Experience
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

Amy Pieper Amy Pieper Kansas City, Missouri Area Details
Amy Pieper's The Commerce Trust Company Experience March 2014 - Present
Job Vice President & Director of Nonprofit Services at The Commerce Trust Company
Industry Financial Services
Experience
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

Falicia Tobias Falicia Tobias Greater St. Louis Area Details
Falicia Tobias's The Commerce Trust Company Experience June 2015 - Present
Job Executive Assistant at The Commerce Trust Company
Industry Financial Services
Experience
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

David True David True Greater St. Louis Area Details
David True's The Commerce Trust Company Experience October 2012 - Present
Job Private Banker specializing in concierge banking services, lending and financial planning
Industry Financial Services
Experience
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

Andrew Kaplan Andrew Kaplan Kansas City, Missouri Area Details
Andrew Kaplan's The Commerce Trust Company Experience March 2013 - Present
Job Executive Vice President Director of Private Banking, West Region
Industry Financial Services
Experience
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

Michael Cox, CFA Michael Cox, CFA Kansas City, Missouri Area Details
Michael Cox, CFA's The Commerce Trust Company Experience 1994 - 1999
Job Vice President / Portfolio Manager at UMB Private Wealth Management
Industry Investment Management
Experience
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

Tim Michel, CFA Tim Michel, CFA Kansas City, Missouri Area Details
Tim Michel, CFA's The Commerce Trust Company Experience February 2009 - Present
Job SVP Director of Family Office Investments at The Commerce Trust Company
Industry Investment Management
Experience
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

Christopher Ollis, CFP® Christopher Ollis, CFP® Springfield, Missouri Area Details
Christopher Ollis, CFP®'s The Commerce Trust Company Experience August 2004 - June 2011
Job Senior Portfolio Manager, US Bank Private Client Group
Industry Investment Management
Experience
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

Mark Barkman Mark Barkman Kansas City, Missouri Area Details
Mark Barkman's The Commerce Trust Company Experience July 2007 - Present
Job Vice President at The Commerce Trust Company
Industry Banking
Experience
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

Tyler Short Tyler Short Saint Louis, Missouri Details
Tyler Short's The Commerce Trust Company Experience May 2011 - August 2011
Job Associate at Bryan Cave, LLP
Industry Law Practice
Experience
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

Shane McDonald, CTFA Shane McDonald, CTFA St. Joseph, Missouri Area Details
Shane McDonald, CTFA's The Commerce Trust Company Experience March 2008 - Present
Job Vice President and Private Client Advisor at The Commerce Trust Company
Industry Financial Services
Experience
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

Matt Schmitt Matt Schmitt Kansas City, Missouri Area Details
Matt Schmitt's The Commerce Trust Company Experience March 2002 - Present
Job Director of Equity Strategy at The Commerce Trust Company
Industry Investment Management
Experience
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

Robin Robeson Robin Robeson Springfield, Missouri Area Details
Robin Robeson's The Commerce Trust Company Experience 1997 - 2007
Job Executive Vice President & Chief Operating Officer at Guaranty Bank
Industry Financial Services
Experience
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

Eric Simpson Eric Simpson Greater St. Louis Area Details
Eric Simpson's The Commerce Trust Company Experience July 2015 - Present
Job Investment Analyst at The Commerce Trust Company
Industry Investment Management
Experience
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

Aren Collins Aren Collins Schaumburg, Illinois Details
Aren Collins's The Commerce Trust Company Experience June 2015 - July 2015
Job Vice President of Account Delivery at AIESEC at Mizzou
Industry Financial Services
Experience
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

Bruce Talen Bruce Talen Greater St. Louis Area Details
Bruce Talen's The Commerce Trust Company Experience February 2004 - Present
Job Sr. Vice President at The Commerce Trust Company
Industry Financial Services
Experience
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

Laura Seguin Laura Seguin Greater St. Louis Area Details
Laura Seguin's The Commerce Trust Company Experience May 2012 - Present
Job Business Line Data Analyst I at The Commerce Trust Company
Industry Banking
Experience
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

Tyson Giger, CTFA Tyson Giger, CTFA Saint Louis, Missouri Details
Tyson Giger, CTFA's The Commerce Trust Company Experience March 2015 - Present
Job Wealth Management Consultant – Investment Management, Wealth Planning, Trust Administration
Industry Financial Services
Experience
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

Kelly Brosnan Kelly Brosnan Greater St. Louis Area Details
Kelly Brosnan's The Commerce Trust Company Experience May 2001 - January 2005
Job Executive Administrative Assistant
Industry Financial Services
Experience
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

Abby Beasley Abby Beasley Kansas City, Missouri Area Details
Abby Beasley's The Commerce Trust Company Experience May 2011 - Present
Job Private Client Advisor Associate at The Commerce Trust Company
Industry Financial Services
Experience
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

Darrin Autry, CFP®, CTFA Darrin Autry, CFP®, CTFA Peoria, Illinois Details
Darrin Autry, CFP®, CTFA's The Commerce Trust Company Experience April 2009 - Present
Job Vice President & Senior Wealth Management Consultant at The Commerce Trust Company
Industry Banking
Experience
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

Sydney Reale Sydney Reale Ballwin, Missouri Details
Sydney Reale's The Commerce Trust Company Experience February 2014 - Present
Job Event Coordinator, Commerce Bank
Industry Marketing and Advertising
Experience
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

Susan Hagerman Susan Hagerman Kansas City, Missouri Area Details
Susan Hagerman's The Commerce Trust Company Experience January 2013 - Present
Job AIF, Vice President, Institutional Administration
Industry Financial Services
Experience
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

Kimberly Bridges, PhD, CFP®, CPWA®, CDFA™ Kimberly Bridges, PhD, CFP®, CPWA®, CDFA™ Kansas City, Missouri Area Details
Kimberly Bridges, PhD, CFP®, CPWA®, CDFA™'s The Commerce Trust Company Experience 2015 - Present
Job Senior Financial Planner at The Commerce Trust Company I Wealth Management I Retirement Planning I Financial Planning
Industry Financial Services
Experience
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

Lori Boyer Lori Boyer St. Joseph, Missouri Area Details
Lori Boyer's The Commerce Trust Company Experience September 2006 - Present
Job Assistant Vice President & Trust Officer at The Commerce Trust Company
Industry Financial Services
Experience
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

Patrick Masso Patrick Masso Peoria, Illinois Details
Patrick Masso's The Commerce Trust Company Experience March 2014 - July 2015
Job Trust Investment Officer at South Side Trust & Savings Bank
Industry Banking
Experience
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

Denise Crawford Denise Crawford Kansas City, Missouri Details
Denise Crawford's The Commerce Trust Company Experience January 2007 - June 2010
Job Senior Account Executive at Paychex
Industry Nonprofit Organization Management
Experience
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

Alissa Boerngen Alissa Boerngen Greater St. Louis Area Details
Alissa Boerngen's The Commerce Trust Company Experience July 2014 - Present
Job Marketing Specialist at The Commerce Trust Company
Industry Financial Services
Experience
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

Brooke Shanholtz Brooke Shanholtz Greater Omaha Area Details
Brooke Shanholtz's The Commerce Trust Company Experience May 2011 - June 2013
Job Technical Recruiter at Client Resources, Inc.
Industry Hospitality
Experience
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

Mark Wiggins Mark Wiggins Wichita, Kansas Area Details
Mark Wiggins's The Commerce Trust Company Experience April 2007 - February 2009
Job Award Winning Sales in Healthcare/Surgical/Medical Device/Pharmaceuticals/Biotechnology/Laboratory
Industry Pharmaceuticals
Experience
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

Sarah McDuffie Dart, CTFA Sarah McDuffie Dart, CTFA Charleston, South Carolina Details
Sarah McDuffie Dart, CTFA's The Commerce Trust Company Experience April 2005 - August 2011
Job Senior Vice President, Senior Trust Officer at U.S. Trust
Industry Financial Services
Experience
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

Kenneth C. Baker Kenneth C. Baker Peoria, Illinois Area Details
Kenneth C. Baker's The Commerce Trust Company Experience January 2013 - Present
Job Assistant Vice President and Private Client Advisor, The Commerce Trust Company
Industry Financial Services
Experience
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

Corey Means, CFA Corey Means, CFA Kansas City, Missouri Area Details
Corey Means, CFA's The Commerce Trust Company Experience June 2001 - February 2011
Job Financial Advisor at Penney, Murray & Associates, a private wealth advisory practice of Ameriprise Financial Services
Industry Investment Management
Experience
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

Anthony Knobloch, CFA Anthony Knobloch, CFA Greater St. Louis Area Details
Anthony Knobloch, CFA's The Commerce Trust Company Experience August 1998 - August 2007
Job Seeking the next adventure
Industry Investment Management
Experience
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

Brad Bishop Brad Bishop Saint Louis, Missouri Details
Brad Bishop's The Commerce Trust Company Experience September 2004 - March 2011
Job Matter Family Office, Partner
Industry Financial Services
Experience
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

Scott La Presta Scott La Presta Greater St. Louis Area Details
Scott La Presta's The Commerce Trust Company Experience November 2004 - Present
Job Senior Vice President at The Commerce Trust Company
Industry Financial Services
Experience
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

Tiffany Owens, CFP®, MBA Tiffany Owens, CFP®, MBA Kansas City, Missouri Area Details
Tiffany Owens, CFP®, MBA's The Commerce Trust Company Experience August 2009 - January 2012
Job Senior Trust Officer, Market Trust Director at US Trust
Industry Financial Services
Experience
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

Brendan Carmichael Brendan Carmichael Saint Louis, Missouri Details
Brendan Carmichael's The Commerce Trust Company Experience March 2014 - Present
Job Vice President at The Commerce Trust Company
Industry Financial Services
Experience
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

Jeffrey Jacoby Jeffrey Jacoby Greater St. Louis Area Details
Jeffrey Jacoby's The Commerce Trust Company Experience October 2011 - Present
Job Senior Vice President at The Commerce Trust Company
Industry Investment Management
Experience
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

Eric Ireland Eric Ireland Wichita, Kansas Area Details
Eric Ireland's The Commerce Trust Company Experience December 2007 - Present
Job Sr. Vice President at The Commerce Trust Company
Industry Banking
Experience
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

H William Reisner H William Reisner Greater St. Louis Area Details
H William Reisner's The Commerce Trust Company Experience June 1992 - Present
Job Senior Vice President at The Commerce Trust Company
Industry Financial Services
Experience
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

John Bascio John Bascio Greater St. Louis Area Details
John Bascio's The Commerce Trust Company Experience August 1998 - Present
Job Vice President, The Commerce Trust Company
Industry Banking
Experience
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

Gaylyn McGregor Gaylyn McGregor Wichita, Kansas Area Details
Gaylyn McGregor's The Commerce Trust Company Experience April 2000 - Present
Job CoManager at The Commerce Trust Company
Industry Banking
Experience
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

Brad Landsbaum, CTFA, CFP® Brad Landsbaum, CTFA, CFP® Greater St. Louis Area Details
Brad Landsbaum, CTFA, CFP®'s The Commerce Trust Company Experience October 2012 - Present
Job Private Client Advisor Serving high net worth individuals with wealth management and financial planning.
Industry Financial Services
Experience
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

Frederic G. Maurer III Frederic G. Maurer III Greater St. Louis Area Details
Frederic G. Maurer III's The Commerce Trust Company Experience March 2001 - March 2006
Job Senior Vice President
Industry Banking
Experience
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

Kelley Manchester Kelley Manchester Greater St. Louis Area Details
Kelley Manchester's The Commerce Trust Company Experience October 2015 - Present
Job Private Client Services & Support Manager at The Commerce Trust Company
Industry Investment Management
Experience
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

Michele R. Sumner Michele R. Sumner Greater St. Louis Area Details
Michele R. Sumner's The Commerce Trust Company Experience July 1986 - July 2007
Job The Warner Hall Group at Dielmann Sotheby's International Realty
Industry Real Estate
Experience
Dielmann Sotheby's International Realty  March 2008 - Present
The Commerce Trust Company   July 1986 - July 2007

Education
Fontbonne University
Bachelor of Arts, Sociology

Jessica Kimbrell, Esq. Jessica Kimbrell, Esq. Kansas City, Missouri Details
Jessica Kimbrell, Esq.'s The Commerce Trust Company Experience November 2011 - February 2014
Job Trust Officer at Country Club Trust Company
Industry Banking
Experience
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

V. Raymond Stranghoener V. Raymond Stranghoener Greater St. Louis Area Details
V. Raymond Stranghoener's The Commerce Trust Company Experience 1999 - Present
Job President, The Commerce Trust Company
Industry Financial Services
Experience
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

Chelli McCurdy, CTFA Chelli McCurdy, CTFA Greater St. Louis Area Details
Chelli McCurdy, CTFA's The Commerce Trust Company Experience July 2013 - Present
Job Assistant Vice President/Trust Officer at The Commerce Trust Company
Industry Banking
Experience
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

Moore Janice Moore Janice Kansas City, Missouri Area Details
Moore Janice's The Commerce Trust Company Experience December 1978 - Present
Job Vice President at Commerce Bank
Industry Banking
Experience
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)

Dominic Marasco Dominic Marasco Kansas City, Missouri Area Details
Dominic Marasco's The Commerce Trust Company Experience October 2010 - March 2013
Job Institutional Asset Management Sales Professional
Industry Investment Management
Experience
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

Dale Inlow Dale Inlow Kansas City, Missouri Details
Dale Inlow's The Commerce Trust Company Experience February 2000 - September 2006
Job Vice President of Business Solutions at Dickinson Financial Corporation
Industry Banking
Experience
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