UMB Bank, n.a.
Description
Founded: 1902 Parent organization: UMB Financial Corporation Subsidiaries: Marquette Business Credit, LLC,
UMB Bank, n.a. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at UMB Bank, n.a.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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UMB Bank, n.a. Employees
Employee
Years
Job
Industry
Nancy Ballenger Nancy Ballenger's UMB Bank, n.a. Experience January 2003 - January 2007
Job Senior Vice President at UMB Bank
Industry Banking
Experience
UMB Bank December 1978 - Present
UMB Bank, n.a. January 2003 - January 2007
2003-2007 October 1997 - January 2003
UMB Bank January 1982 - January 2003
United Missouri Bank of Blue Valley which January 1981 - January 1982
UMB Bank December 1978 - January 1982
Fifth Third Bank January 1972 - January 1978
5th/3rd Bank January 1972 - January 1978
5th/3rd Bank January 1967 - January 1972
Skills
Banking
Education
Park University 2010 — 2014
First graduating class of ABWA Women of the 21st Century Leadership Program
National Banking Compliance School-University of Oklahoma
American Institute of Banking 1970 — 1975
University of Cincinnati 1968 — 1970
Business Administration
Ohio University 1965 — 1967
Business
Anderson High School, Cincinnati, Ohio 1960 — 1964
High School
Ohio University
Business Administration
The University of Kansas
2004 graduate of first ABWA/KU MBA Essentials four year program
UMB Bank December 1978 - Present
UMB Bank, n.a. January 2003 - January 2007
2003-2007 October 1997 - January 2003
UMB Bank January 1982 - January 2003
United Missouri Bank of Blue Valley which January 1981 - January 1982
UMB Bank December 1978 - January 1982
Fifth Third Bank January 1972 - January 1978
5th/3rd Bank January 1972 - January 1978
5th/3rd Bank January 1967 - January 1972
Skills
Banking
Education
Park University 2010 — 2014
First graduating class of ABWA Women of the 21st Century Leadership Program
National Banking Compliance School-University of Oklahoma
American Institute of Banking 1970 — 1975
University of Cincinnati 1968 — 1970
Business Administration
Ohio University 1965 — 1967
Business
Anderson High School, Cincinnati, Ohio 1960 — 1964
High School
Ohio University
Business Administration
The University of Kansas
2004 graduate of first ABWA/KU MBA Essentials four year program
Jerry Huggins Jerry Huggins's UMB Bank, n.a. Experience 2002 - 2003
Job Vice President at Innovest Portfolio Solutions
Industry Financial Services
Experience
Innovest Portfolio Solutions January 2011 - Present
ICMA-RC Services, LLC 2003 - 2010
UMB Bank, N.A. 2002 - 2003
Fidelity Investments 1998 - 2002
Skills
New Business Development, 401k, Investments, Retirement Planning, Business Planning, Portfolio Management, Strategy, Banking, CRM, Investment Management, Relationship Management, Management, Due Diligence, Mutual Funds, Asset Allocation, Pensions, Investment Strategies, Hedge Funds, Fixed Income, Sales, Asset Management, Equities, Retirement Plan..., Alternative Investments, Wealth Management, Marketing, Series 7, Employee Benefits, Series 6, Investment Advisory, Series 63, Retirement, Securities, Risk Management, Series 24, Financial Services, FINRA, Defined Benefit, ERISA, Trading, IRAs, Financial Markets, Defined Contribution, Financial Advisory, Uniform Combined State..., Capital Markets, Fixed Annuities, Strategic Financial..., Series 65, Bloomberg
Education
University of Colorado Denver
MBA, Finance
University of Montana
B.S., Finance
Innovest Portfolio Solutions January 2011 - Present
ICMA-RC Services, LLC 2003 - 2010
UMB Bank, N.A. 2002 - 2003
Fidelity Investments 1998 - 2002
Skills
New Business Development, 401k, Investments, Retirement Planning, Business Planning, Portfolio Management, Strategy, Banking, CRM, Investment Management, Relationship Management, Management, Due Diligence, Mutual Funds, Asset Allocation, Pensions, Investment Strategies, Hedge Funds, Fixed Income, Sales, Asset Management, Equities, Retirement Plan..., Alternative Investments, Wealth Management, Marketing, Series 7, Employee Benefits, Series 6, Investment Advisory, Series 63, Retirement, Securities, Risk Management, Series 24, Financial Services, FINRA, Defined Benefit, ERISA, Trading, IRAs, Financial Markets, Defined Contribution, Financial Advisory, Uniform Combined State..., Capital Markets, Fixed Annuities, Strategic Financial..., Series 65, Bloomberg
Education
University of Colorado Denver
MBA, Finance
University of Montana
B.S., Finance
Nancy B Levine Nancy B Levine's UMB Bank, n.a. Experience 1978 - 2001
Job Realtor at Windermere Real Estate Southern California
Industry Real Estate
Experience
Windermere Real Estate September 2013 - Present
UMB Bank, N.A. 1978 - 2001
Skills
Listings, Sellers, Buyer Representation, Single Family Homes, Residential Homes, Vacation Homes, Luxury Homes, Move Up Buyers, First Time Home Buyers, Relocation, Negotiation, REO, Short Sales
Education
Rockhurst University 1980 — 1981
Master of Business Administration (MBA), Accounting
The University of Texas at Austin 1972 — 1976
Bachelor of Business Administration (BBA), Accounting / Marketing
Windermere Real Estate September 2013 - Present
UMB Bank, N.A. 1978 - 2001
Skills
Listings, Sellers, Buyer Representation, Single Family Homes, Residential Homes, Vacation Homes, Luxury Homes, Move Up Buyers, First Time Home Buyers, Relocation, Negotiation, REO, Short Sales
Education
Rockhurst University 1980 — 1981
Master of Business Administration (MBA), Accounting
The University of Texas at Austin 1972 — 1976
Bachelor of Business Administration (BBA), Accounting / Marketing
David T. Hunt David T. Hunt's UMB Bank, n.a. Experience 1991 - 2002
Job Vice President at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank January 2007 - Present
First National Bank of Kansas April 2004 - January 2007
UMB Bank, n.a. 1991 - 2002
United Telecoms Limited 1989 - 1990
Skills
Commercial Lending, Banking, New Business Development, Business Development, Commercial Banking, Finance, Loans, Mergers, Sales Management, Financial Analysis, Portfolio Management, Executive Management, Credit, Sales, Credit Analysis, Small Business, Strategic Planning, Risk Management, Small Business Lending, Real Estate, Leadership, Investments, Asset Management, Team Building, Customer Service, Marketing
Education
University of Southern California 1986 — 1989
BA, Communications
Chapman University 1984 — 1985
Pembroke Country Day 1977 — 1984
BMO Harris Bank January 2007 - Present
First National Bank of Kansas April 2004 - January 2007
UMB Bank, n.a. 1991 - 2002
United Telecoms Limited 1989 - 1990
Skills
Commercial Lending, Banking, New Business Development, Business Development, Commercial Banking, Finance, Loans, Mergers, Sales Management, Financial Analysis, Portfolio Management, Executive Management, Credit, Sales, Credit Analysis, Small Business, Strategic Planning, Risk Management, Small Business Lending, Real Estate, Leadership, Investments, Asset Management, Team Building, Customer Service, Marketing
Education
University of Southern California 1986 — 1989
BA, Communications
Chapman University 1984 — 1985
Pembroke Country Day 1977 — 1984
Kimberlee Wilson Kimberlee Wilson's UMB Bank, n.a. Experience July 2008 - January 2012
Job Senior Vice President, Director of Corporate Trust at Huntington National Bank
Industry Banking
Experience
Huntington National Bank January 2014 - Present
Huntington National Bank January 2012 - January 2014
UMB Bank, n.a. July 2008 - January 2012
The Bank of New York Mellon March 2004 - July 2008
Fifth Third Bank November 1992 - March 2004
Unified Management Corporation May 1985 - November 1992
Skills
Corporate Trust, Securities, Mutual Funds, Escrow, Bonds
Education
California Polytechnic State University-San Luis Obispo 1976 — 1980
Bachelors of Science, Biochemistry
Huntington National Bank January 2014 - Present
Huntington National Bank January 2012 - January 2014
UMB Bank, n.a. July 2008 - January 2012
The Bank of New York Mellon March 2004 - July 2008
Fifth Third Bank November 1992 - March 2004
Unified Management Corporation May 1985 - November 1992
Skills
Corporate Trust, Securities, Mutual Funds, Escrow, Bonds
Education
California Polytechnic State University-San Luis Obispo 1976 — 1980
Bachelors of Science, Biochemistry
Belinda Korte Belinda Korte's UMB Bank, n.a. Experience June 1981 - May 2001
Job at Commerce Bank
Industry Information Technology and Services
Experience
Commerce Bank February 2010 - Present
Korte Consulting August 2009 - Present
Tallgrass Technologies May 2007 - August 2009
Perfect Commerce June 2004 - May 2007
Lenexa BBQ dba K.C. Masterpiece BBQ December 2002 - June 2004
Sugarshack Kennel & Hunting Preserve June 2001 - October 2002
UMB Bank, n.a. June 1981 - May 2001
Skills
Excel, Word, Outlook, Visio, MS Project, Second Life, Microsoft Office 2007, Access, Microsoft Office, Customer Relations, PowerPoint, Bloomberg, MOSS 2007, Windows, SharePoint, Adobe Acrobat, Documentation, Telephone Skills, Internet Explorer, Mac, Spreadsheets, Supervisory Skills, Problem Solving, Software Documentation, Microsoft Excel, Project Management, Banking, Disaster Recovery, SQL, Program Management, Vendor Management, Integration, Process Improvement, Microsoft Word, Leadership, Management
Education
University of Missouri-Kansas City 1989 — 1991
Business Administration
University of Missouri-Columbia 1979 — 1981
Belton High School 1975 — 1979
Commerce Bank February 2010 - Present
Korte Consulting August 2009 - Present
Tallgrass Technologies May 2007 - August 2009
Perfect Commerce June 2004 - May 2007
Lenexa BBQ dba K.C. Masterpiece BBQ December 2002 - June 2004
Sugarshack Kennel & Hunting Preserve June 2001 - October 2002
UMB Bank, n.a. June 1981 - May 2001
Skills
Excel, Word, Outlook, Visio, MS Project, Second Life, Microsoft Office 2007, Access, Microsoft Office, Customer Relations, PowerPoint, Bloomberg, MOSS 2007, Windows, SharePoint, Adobe Acrobat, Documentation, Telephone Skills, Internet Explorer, Mac, Spreadsheets, Supervisory Skills, Problem Solving, Software Documentation, Microsoft Excel, Project Management, Banking, Disaster Recovery, SQL, Program Management, Vendor Management, Integration, Process Improvement, Microsoft Word, Leadership, Management
Education
University of Missouri-Kansas City 1989 — 1991
Business Administration
University of Missouri-Columbia 1979 — 1981
Belton High School 1975 — 1979
Randy Marshall Randy Marshall's UMB Bank, n.a. Experience August 1999 - Present
Job Senior Vice President/Financial Center Manager at UMB Bank
Industry Financial Services
Experience
UMB Bank, n.a. August 1999 - Present
UMB Bank, Northwest February 1986 - July 1999
MBank Abilene May 1984 - January 1986
Skills
Commercial Banking, Small Business Lending, Consumer Lending, Treasury Management, Home Equity Lines of..., Retail Banking, Loans, Commercial Lending, Investments, Management, Lines Of Credit, Banking, Insurance, Credit Analysis, Credit, Cross Selling, Mortgage Lending, Loan Origination, Cash Management, Branch Management, Relationship Management, Mortgage Banking, Customer Satisfaction, SBA, Deposits, Merchant Services, Underwriting, Refinance, Treasury Services, Credit Cards, Credit Risk
Education
Abilene Christian University 1980 — 1984
BS, Accounting
UMB Bank, n.a. August 1999 - Present
UMB Bank, Northwest February 1986 - July 1999
MBank Abilene May 1984 - January 1986
Skills
Commercial Banking, Small Business Lending, Consumer Lending, Treasury Management, Home Equity Lines of..., Retail Banking, Loans, Commercial Lending, Investments, Management, Lines Of Credit, Banking, Insurance, Credit Analysis, Credit, Cross Selling, Mortgage Lending, Loan Origination, Cash Management, Branch Management, Relationship Management, Mortgage Banking, Customer Satisfaction, SBA, Deposits, Merchant Services, Underwriting, Refinance, Treasury Services, Credit Cards, Credit Risk
Education
Abilene Christian University 1980 — 1984
BS, Accounting
Kathy Stafford Kathy Stafford's UMB Bank, n.a. Experience 2014 - Present
Job Senior Vice President / Commercial Lending Officer at UMB Bank, n.a.
Industry Banking
Experience
UMB Bank, n.a. 2014 - Present
Plan Sharp LLC 2012 - 2014
BBVA Compass 2006 - 2012
Bank of the West 2004 - 2006
Guaranty Bank & Trust 2002 - 2004
Vectra Bank Colorado 2001 - 2002
Stafford & Associates 2000 - 2001
Wells Fargo 1990 - 2000
Skills
Credit, Commercial Banking, Financial Analysis, Commercial Lending, Financial Risk, Underwriting, Corporate Finance, Business Planning, Strategic Financial..., Commercial Finance, Financial Modeling, Business Analysis, Non-profits, Tax-Exempt Financing, Business Advising, Trusted Business Advisor, Cash Flow Forecasting, Business Intelligence, Business Continuity..., Nonprofits, Pro Forma Development, Venture Financing
Education
Metropolitan State College of Denver
UMB Bank, n.a. 2014 - Present
Plan Sharp LLC 2012 - 2014
BBVA Compass 2006 - 2012
Bank of the West 2004 - 2006
Guaranty Bank & Trust 2002 - 2004
Vectra Bank Colorado 2001 - 2002
Stafford & Associates 2000 - 2001
Wells Fargo 1990 - 2000
Skills
Credit, Commercial Banking, Financial Analysis, Commercial Lending, Financial Risk, Underwriting, Corporate Finance, Business Planning, Strategic Financial..., Commercial Finance, Financial Modeling, Business Analysis, Non-profits, Tax-Exempt Financing, Business Advising, Trusted Business Advisor, Cash Flow Forecasting, Business Intelligence, Business Continuity..., Nonprofits, Pro Forma Development, Venture Financing
Education
Metropolitan State College of Denver
Tim Gee Tim Gee's UMB Bank, n.a. Experience March 2007 - Present
Job Inst. Custody Admin. at UMB Bank, n.a.
Industry Banking
Experience
UMB Bank, n.a. March 2007 - Present
National Advisors Trust January 2005 - October 2006
National Advisors Trust August 2001 - December 2004
Skills
Banking, Securities, Mutual Funds, Risk Management, Outlook, Financial Analysis, Equities, Alternative Investments
Education
Oklahoma State University 1987 — 1992
BS, Accounting
UMB Bank, n.a. March 2007 - Present
National Advisors Trust January 2005 - October 2006
National Advisors Trust August 2001 - December 2004
Skills
Banking, Securities, Mutual Funds, Risk Management, Outlook, Financial Analysis, Equities, Alternative Investments
Education
Oklahoma State University 1987 — 1992
BS, Accounting
Randy McPhail Randy McPhail's UMB Bank, n.a. Experience February 2010 - April 2013
Job Senior Vice President, National Sales Team, Institutional Asset Management at UMB Bank
Industry Financial Services
Experience
UMB Bank April 2013 - Present
UMB Bank, n.a. February 2010 - April 2013
Columbia Capital Management, LLC October 2000 - January 2010
UMB Bank August 1996 - October 2000
Boatmen's Trust Company September 1991 - August 1996
Education
Canon Financial Institute 1993 — 1998
Corporate Trust I, II and III
The University of Kansas 1986 — 1990
Bachelor of Arts, Human Resources and Communications
UMB Bank April 2013 - Present
UMB Bank, n.a. February 2010 - April 2013
Columbia Capital Management, LLC October 2000 - January 2010
UMB Bank August 1996 - October 2000
Boatmen's Trust Company September 1991 - August 1996
Education
Canon Financial Institute 1993 — 1998
Corporate Trust I, II and III
The University of Kansas 1986 — 1990
Bachelor of Arts, Human Resources and Communications
Jeffrey Maness Jeffrey Maness's UMB Bank, n.a. Experience December 1994 - February 1999
Job Strategic Planning, Digital Innovation & Business Development Leader
Industry Marketing and Advertising
Experience
Young & Rubicam 2012 - 2015
Microsoft 2012 - 2015
T-Mobile 2012 - 2015
Wells Fargo 2012 - 2015
Pivotal Focus 2004 - 2012
DST Systems 2002 - 2004
GE Capital 2002 - 2004
Amdocs (DST Innovis/DST) 2000 - 2002
U.S. Central 1999 - 2000
UMB Bank, n.a. December 1994 - February 1999
Skills
Strategy, CRM, Integrated Marketing, Digital Strategy, Product Management, E-commerce, Marketing Strategy, Direct Marketing, Leadership, Strategic Planning, Creative Direction, Online Advertising, Start-ups, Marketing, User Experience, Strategic Partnerships, Competitive Analysis, Lead Generation, Analytics, Business Development, Project Management, Marketing Management, Mobile Devices, Advertising, Product Development, Digital Media, New Business Development, Entrepreneurship, Management, Digital Marketing, Enterprise Software, Segmentation, Product Marketing, Mobile Marketing, Web Analytics, Email Marketing, Account Management, B2B, Business Intelligence, Busines Strategy
Education
Goldsmiths College, U. of London 2006 — 2007
MA, Interactive Media: Critical Theory & Practice
Kensington and Chelsea College 2004 — 2005
BTEC, Digital Design & Development
Missouri State University
BSc, Finance (Marketing Minor)
Young & Rubicam 2012 - 2015
Microsoft 2012 - 2015
T-Mobile 2012 - 2015
Wells Fargo 2012 - 2015
Pivotal Focus 2004 - 2012
DST Systems 2002 - 2004
GE Capital 2002 - 2004
Amdocs (DST Innovis/DST) 2000 - 2002
U.S. Central 1999 - 2000
UMB Bank, n.a. December 1994 - February 1999
Skills
Strategy, CRM, Integrated Marketing, Digital Strategy, Product Management, E-commerce, Marketing Strategy, Direct Marketing, Leadership, Strategic Planning, Creative Direction, Online Advertising, Start-ups, Marketing, User Experience, Strategic Partnerships, Competitive Analysis, Lead Generation, Analytics, Business Development, Project Management, Marketing Management, Mobile Devices, Advertising, Product Development, Digital Media, New Business Development, Entrepreneurship, Management, Digital Marketing, Enterprise Software, Segmentation, Product Marketing, Mobile Marketing, Web Analytics, Email Marketing, Account Management, B2B, Business Intelligence, Busines Strategy
Education
Goldsmiths College, U. of London 2006 — 2007
MA, Interactive Media: Critical Theory & Practice
Kensington and Chelsea College 2004 — 2005
BTEC, Digital Design & Development
Missouri State University
BSc, Finance (Marketing Minor)
Brent Kembell Brent Kembell's UMB Bank, n.a. Experience October 2007 - Present
Job UMB Bank, n.a.
Industry Banking
Experience
UMB Bank, n.a. October 2007 - Present
KPM CPAs January 2005 - September 2007
Missouri State University Branch Campus - Dalian, China January 2004 - December 2004
Skills
Accounting, Financial Analysis, CPA, Banking, Cash Flow, Finance, Financial Reporting, Non-profit Leadership, Auditing, New Business Development, Valuation, Customer Service, Tax, Leadership, Commercial Lending, Cash Management, Risk Management, Non-profit Volunteer
Education
Missouri State University 2002 — 2003
Masters, Accountancy
Missouri State University 1998 — 2002
Bachelor of Science, Accounting
Blue Valley North High School 1994 — 1998
UMB Bank, n.a. October 2007 - Present
KPM CPAs January 2005 - September 2007
Missouri State University Branch Campus - Dalian, China January 2004 - December 2004
Skills
Accounting, Financial Analysis, CPA, Banking, Cash Flow, Finance, Financial Reporting, Non-profit Leadership, Auditing, New Business Development, Valuation, Customer Service, Tax, Leadership, Commercial Lending, Cash Management, Risk Management, Non-profit Volunteer
Education
Missouri State University 2002 — 2003
Masters, Accountancy
Missouri State University 1998 — 2002
Bachelor of Science, Accounting
Blue Valley North High School 1994 — 1998
Laura Caldecott Laura Caldecott's UMB Bank, n.a. Experience August 2008 - November 2013
Job Independent Coach at Beachbody
Industry Retail
Experience
Beachbody September 2015 - Present
Gap Inc./Old Navy September 2015 - Present
Gap Inc./Old Navy April 2001 - Present
Alliance Bank of Arizona March 2015 - June 2015
DriveTime January 2014 - March 2015
UMB Bank, n.a. August 2008 - November 2013
Meritrust Credit Union (FKA BWCU) February 2007 - May 2008
Skills
Credit, Small Business Lending, Loans, Lines Of Credit, Retail Banking, Credit Cards, Cross Selling, Cash Management, Relationship Management, Consumer Lending, Treasury Management, Customer Service, Sales, Team Building, Coaching, Deposits, Loan Origination, Branch Banking, Home Equity Loans, Training, Branch Management, Banking, Commercial Banking, Credit Analysis, Mortgage Lending, Finance
Education
Rio Salado College
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Butler County Community College
Beachbody September 2015 - Present
Gap Inc./Old Navy September 2015 - Present
Gap Inc./Old Navy April 2001 - Present
Alliance Bank of Arizona March 2015 - June 2015
DriveTime January 2014 - March 2015
UMB Bank, n.a. August 2008 - November 2013
Meritrust Credit Union (FKA BWCU) February 2007 - May 2008
Skills
Credit, Small Business Lending, Loans, Lines Of Credit, Retail Banking, Credit Cards, Cross Selling, Cash Management, Relationship Management, Consumer Lending, Treasury Management, Customer Service, Sales, Team Building, Coaching, Deposits, Loan Origination, Branch Banking, Home Equity Loans, Training, Branch Management, Banking, Commercial Banking, Credit Analysis, Mortgage Lending, Finance
Education
Rio Salado College
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Butler County Community College
Mark R. Kistler Mark R. Kistler's UMB Bank, n.a. Experience January 1990 - February 1995
Job Senior Vice President Retirement Plan Counselor for American Funds Distributors, Inc. / Capital Group Companies
Industry Financial Services
Experience
American Funds Distributors (Capital Group Companies) July 2008 - Present
Fidelity Investments Institutional Services Co. March 1995 - June 2008
UMB Bank, N.A. January 1990 - February 1995
Skills
Retirement Planning, Estate Planning, Pensions, Investments, Series 7, Series 63, 401k, Mutual Funds, Asset Allocation, Retirement, Wealth Management, Insurance, Investment Advisory, Employee Benefits, Disability Insurance, Life Insurance, Portfolio Management, Strategic Financial..., Securities, Uniform Combined State..., IRAs, Investment Strategies
Education
Creighton University School of Law 1984 — 1987
Juris Doctor
Creighton University 1980 — 1984
BSBA, Finance
American Funds Distributors (Capital Group Companies) July 2008 - Present
Fidelity Investments Institutional Services Co. March 1995 - June 2008
UMB Bank, N.A. January 1990 - February 1995
Skills
Retirement Planning, Estate Planning, Pensions, Investments, Series 7, Series 63, 401k, Mutual Funds, Asset Allocation, Retirement, Wealth Management, Insurance, Investment Advisory, Employee Benefits, Disability Insurance, Life Insurance, Portfolio Management, Strategic Financial..., Securities, Uniform Combined State..., IRAs, Investment Strategies
Education
Creighton University School of Law 1984 — 1987
Juris Doctor
Creighton University 1980 — 1984
BSBA, Finance
Daniel Kass Daniel Kass's UMB Bank, n.a. Experience May 1995 - May 2000
Job
Industry Consumer Services
Experience
HealthCare Shopping Network, LLC. November 2011 - Present
Toastmasters International 2014 - 2015
Toastmasters International 2014 - 2015
Toastmasters International 2014 - 2015
AT Marketing & Consulting Associates November 2004 - November 2011
DataHand Systems, Inc. May 2000 - October 2004
UMB Bank, n.a. May 1995 - May 2000
Conserve America Company December 1988 - May 1995
Stanley Sargent Office Supply 1983 - 1988
Sanger Harris 1978 - 1980
Skills
Shopping Healthcare..., Cost, Strategic Planning, Healthcare, Entrepreneurship, Marketing, Business Development, Management, Finance, Time Management, Market Research, Insurance, Marketing Strategy, Health Insurance, Customer Service, Sales, Networking, Leadership, Team Building, Training, Public Speaking, New Business Development, Start-ups, Consulting
Education
University of Kansas - Graduate School of Business 1976 — 1978
MBA
Penn State University 1973 — 1974
MS
The University of Kansas 1968 — 1973
BS
HealthCare Shopping Network, LLC. November 2011 - Present
Toastmasters International 2014 - 2015
Toastmasters International 2014 - 2015
Toastmasters International 2014 - 2015
AT Marketing & Consulting Associates November 2004 - November 2011
DataHand Systems, Inc. May 2000 - October 2004
UMB Bank, n.a. May 1995 - May 2000
Conserve America Company December 1988 - May 1995
Stanley Sargent Office Supply 1983 - 1988
Sanger Harris 1978 - 1980
Skills
Shopping Healthcare..., Cost, Strategic Planning, Healthcare, Entrepreneurship, Marketing, Business Development, Management, Finance, Time Management, Market Research, Insurance, Marketing Strategy, Health Insurance, Customer Service, Sales, Networking, Leadership, Team Building, Training, Public Speaking, New Business Development, Start-ups, Consulting
Education
University of Kansas - Graduate School of Business 1976 — 1978
MBA
Penn State University 1973 — 1974
MS
The University of Kansas 1968 — 1973
BS
Kandi Oberlander Kandi Oberlander's UMB Bank, n.a. Experience April 2002 - February 2004
Job Brokerage Service Expert / Retirement Plan Specialist
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2012 - April 2013
Ameriprise Financial Investor Center March 2009 - March 2012
OneAmerica / American United Life September 2004 - July 2007
UMB Bank, n.a. April 2002 - February 2004
Hunter Midwest, Inc. December 1998 - March 2002
Waddell & Reed, Inc. April 1997 - September 1998
Jones & Babson, Inc. September 1986 - April 1997
Skills
Customer Service, Timely, Administrative Support, Spreadsheets, Outlook, Fax, Customer Relations, Confidentiality, Customer Satisfaction, Benefits, Microsoft Office, Excel, Leadership, PowerPoint, Employee Benefits, Administrative..., Microsoft Excel, Lotus Notes, Time Management, Retirement Planning, Investments
Education
Rockhurst University 1992 — 1995
Business Administration
Longview Community College 1986 — 1991
Associates, Business
Lee's Summit
Ameriprise Financial Services, Inc. April 2012 - April 2013
Ameriprise Financial Investor Center March 2009 - March 2012
OneAmerica / American United Life September 2004 - July 2007
UMB Bank, n.a. April 2002 - February 2004
Hunter Midwest, Inc. December 1998 - March 2002
Waddell & Reed, Inc. April 1997 - September 1998
Jones & Babson, Inc. September 1986 - April 1997
Skills
Customer Service, Timely, Administrative Support, Spreadsheets, Outlook, Fax, Customer Relations, Confidentiality, Customer Satisfaction, Benefits, Microsoft Office, Excel, Leadership, PowerPoint, Employee Benefits, Administrative..., Microsoft Excel, Lotus Notes, Time Management, Retirement Planning, Investments
Education
Rockhurst University 1992 — 1995
Business Administration
Longview Community College 1986 — 1991
Associates, Business
Lee's Summit
Jessica McNickle's UMB Bank, n.a. Experience Legislative CorrespondentUS Congress1998 - 2002
Job Trust Counsel at UMB Bank, n.a.
Industry Banking
Experience
UMB Bank, n.a. Legislative CorrespondentUS Congress1998 - 2002
University of Kansas 1997 - 1998
Education
The University of Kansas 1993 — 1997
UMB Bank, n.a. Legislative CorrespondentUS Congress1998 - 2002
University of Kansas 1997 - 1998
Education
The University of Kansas 1993 — 1997
Anne Dondero's UMB Bank, n.a. Experience 1997 - 2002
Job Consultant at jCatalog Software AG
Industry Information Technology and Services
Experience
jCatalog Software AG June 2014 - Present
Cerner August 2006 - December 2010
Perfect Commerce February 2003 - July 2006
MaXware Benelux, B.V January 2002 - January 2003
UMB Bank, N.A. 1997 - 2002
Skills
ITIL, Enterprise Architecture, SDLC, IT Management, Vendor Management, Integration, Business Analysis, IT Service Management, Software Documentation, Process Improvement, PMP, SaaS, Program Management, Requirements Analysis, Cross-functional Team..., Management, Business Process..., Disaster Recovery, IT Strategy, Data Center, Project Portfolio..., CRM, Software Project..., Business Process, Visio, PMO, Business Intelligence, Enterprise Software, Agile Methodologies, IT Operations
Education
Saint Louis University 1993 — 1997
jCatalog Software AG June 2014 - Present
Cerner August 2006 - December 2010
Perfect Commerce February 2003 - July 2006
MaXware Benelux, B.V January 2002 - January 2003
UMB Bank, N.A. 1997 - 2002
Skills
ITIL, Enterprise Architecture, SDLC, IT Management, Vendor Management, Integration, Business Analysis, IT Service Management, Software Documentation, Process Improvement, PMP, SaaS, Program Management, Requirements Analysis, Cross-functional Team..., Management, Business Process..., Disaster Recovery, IT Strategy, Data Center, Project Portfolio..., CRM, Software Project..., Business Process, Visio, PMO, Business Intelligence, Enterprise Software, Agile Methodologies, IT Operations
Education
Saint Louis University 1993 — 1997
Michael Drum's UMB Bank, n.a. Experience December 2006 - May 2009
Job Assistant Vice President at UMB Bank, n.a.
Industry Investment Banking
Experience
UMB Bank, n.a. December 2006 - May 2009
NW Financial Group May 2001 - June 2006
Deloitte & Touche 1996 - 2001
Skills
Municipal Bond Finance, Feasibility Studies, Economic Impact Studies, Economic Impact, Leadership, Strategic Planning, Management Consulting, Business Strategy
Education
University of Florida - Warrington College Of Business 1995 — 1999
MBA
University of South Carolina-Columbia 1990 — 1995
BS, Sport Administration
UMB Bank, n.a. December 2006 - May 2009
NW Financial Group May 2001 - June 2006
Deloitte & Touche 1996 - 2001
Skills
Municipal Bond Finance, Feasibility Studies, Economic Impact Studies, Economic Impact, Leadership, Strategic Planning, Management Consulting, Business Strategy
Education
University of Florida - Warrington College Of Business 1995 — 1999
MBA
University of South Carolina-Columbia 1990 — 1995
BS, Sport Administration
Greg Breault's UMB Bank, n.a. Experience May 2000 - January 2006
Job Accounting Professional
Industry Accounting
Experience
Self Employed February 2007 - Present
Jefferson Wells, Inc August 2006 - January 2007
UMB Bank, n.a. May 2000 - January 2006
Bank of America,n.a. June 1996 - September 1999
Bank of Oklahoma 1989 - 1992
Skills
Auditing
Education
University of Central Missouri 1980 — 1984
Self Employed February 2007 - Present
Jefferson Wells, Inc August 2006 - January 2007
UMB Bank, n.a. May 2000 - January 2006
Bank of America,n.a. June 1996 - September 1999
Bank of Oklahoma 1989 - 1992
Skills
Auditing
Education
University of Central Missouri 1980 — 1984
Douglas F. Page's UMB Bank, n.a. Experience
Job Executive Vice President at UMB Bank, n.a.
Industry Banking
Experience
UMB Bank, n.a.
Skills
Small Business Lending, Loans, Credit Analysis, Banking, Commercial Banking, Commercial Lending, Credit
Education
Pittsburg State University
UMB Bank, n.a.
Skills
Small Business Lending, Loans, Credit Analysis, Banking, Commercial Banking, Commercial Lending, Credit
Education
Pittsburg State University
Gene Pal's UMB Bank, n.a. Experience 2000 - 2001
Job Attorney
Industry Financial Services
Experience
The Pal Law Firm, LLC 2011 - Present
Bank of Blue Valley 2005 - 2010
The Commerce Trust Company, a division of Commerce Bank, N.A. 2001 - 2005
UMB Bank, n.a. 2000 - 2001
UMB Bank, N.A. 1995 - 2000
Cigna Individual Financial Services Company 1992 - 1995
Jackson County Prosecutor's Office 1991 - 1992
Arthur Andersen & Co. 1986 - 1988
Mitchell, Kristl & Lieber 1984 - 1985
Skills
Estate Planning, Wealth Management, Finance, Asset Management, Strategic Planning, Financial Services, Investment Management, Investments, Financial Analysis, Public Speaking, Wealth, Trusts, Trust Services, Tax, Nonprofits, Portfolio Management, Customer Service, Real Estate
Education
University of Missouri-Kansas City School of Law 1983 — 1986
JD, Law
Rockhurst University 1978 — 1981
MBA, Finance
University of Notre Dame 1974 — 1978
BBA, Finance
The Pal Law Firm, LLC 2011 - Present
Bank of Blue Valley 2005 - 2010
The Commerce Trust Company, a division of Commerce Bank, N.A. 2001 - 2005
UMB Bank, n.a. 2000 - 2001
UMB Bank, N.A. 1995 - 2000
Cigna Individual Financial Services Company 1992 - 1995
Jackson County Prosecutor's Office 1991 - 1992
Arthur Andersen & Co. 1986 - 1988
Mitchell, Kristl & Lieber 1984 - 1985
Skills
Estate Planning, Wealth Management, Finance, Asset Management, Strategic Planning, Financial Services, Investment Management, Investments, Financial Analysis, Public Speaking, Wealth, Trusts, Trust Services, Tax, Nonprofits, Portfolio Management, Customer Service, Real Estate
Education
University of Missouri-Kansas City School of Law 1983 — 1986
JD, Law
Rockhurst University 1978 — 1981
MBA, Finance
University of Notre Dame 1974 — 1978
BBA, Finance
Damon Micek, CEBS's UMB Bank, n.a. Experience January 1997 - April 2004
Job Senior Consultant for Corporate Retirement Plans
Industry Financial Services
Experience
J.P. Morgan June 2006 - Present
Midwest Pension Administrators, Inc. April 2004 - June 2006
UMB Bank, n.a. January 1997 - April 2004
Skills
Certified Employee..., Employee Benefits, Wealth Management, Mutual Funds, ERISA, Retirement Planning
Education
Avila University 1992 — 1995
Masters of Business Administration, Financial Management
The University of Kansas 1986 — 1990
BA, Econcomics
J.P. Morgan June 2006 - Present
Midwest Pension Administrators, Inc. April 2004 - June 2006
UMB Bank, n.a. January 1997 - April 2004
Skills
Certified Employee..., Employee Benefits, Wealth Management, Mutual Funds, ERISA, Retirement Planning
Education
Avila University 1992 — 1995
Masters of Business Administration, Financial Management
The University of Kansas 1986 — 1990
BA, Econcomics
Ed Hockenberg's UMB Bank, n.a. Experience July 2006 - Present
Job Senior Vice President at UMB Bank, n.a.
Industry Banking
Experience
UMB Bank, n.a. July 2006 - Present
UMB Bank 2006 - Present
Education
The University of Kansas 1989 — 2003
BS Business Administration, Business
UMB Bank, n.a. July 2006 - Present
UMB Bank 2006 - Present
Education
The University of Kansas 1989 — 2003
BS Business Administration, Business
Justin Beets's UMB Bank, n.a. Experience Board of DirectorsRainbow Center for Communicative Disorders2012 - Present
Job Vice President/Commercial Banking at UMB Bank, n.a.
Industry Banking
Experience
UMB Bank, n.a. Board of DirectorsRainbow Center for Communicative Disorders2012 - Present
Education
University of Missouri-Columbia 2001 — 2005
UMB Bank, n.a. Board of DirectorsRainbow Center for Communicative Disorders2012 - Present
Education
University of Missouri-Columbia 2001 — 2005
Letiff Adams's UMB Bank, n.a. Experience August 2005 - August 2006
Job Medical Sales Specialist at Eisai Pharmaceuticals
Industry Pharmaceuticals
Experience
Eisai June 2010 - October 2011
Novartis Pharmaceuticals Corporation February 2008 - February 2009
Novartis Pharmaceuticals Corporation August 2006 - February 2008
UMB Bank, N.A. August 2005 - August 2006
UMB Bank, N.A. August 2000 - August 2005
Skills
Cardiology, Gastroenterology, Sales, Coaching, Pharmaceutical Sales, Customer Service, Sales Operations, Competitive Analysis, CRM, Healthcare
Education
Southern Illinois University, Edwardsville 1991 — 1996
Bachelor Of Science, Business Administration/Finance
Eisai June 2010 - October 2011
Novartis Pharmaceuticals Corporation February 2008 - February 2009
Novartis Pharmaceuticals Corporation August 2006 - February 2008
UMB Bank, N.A. August 2005 - August 2006
UMB Bank, N.A. August 2000 - August 2005
Skills
Cardiology, Gastroenterology, Sales, Coaching, Pharmaceutical Sales, Customer Service, Sales Operations, Competitive Analysis, CRM, Healthcare
Education
Southern Illinois University, Edwardsville 1991 — 1996
Bachelor Of Science, Business Administration/Finance
Vince Ismert, CFA's UMB Bank, n.a. Experience June 2008 - August 2008
Job Sales Manager at Striem
Industry Building Materials
Experience
Striem January 2015 - Present
Income Research & Management September 2013 - December 2014
Wells Fargo Advisors, LLC July 2009 - September 2013
UMB Bank, N.A. June 2008 - August 2008
Skills
Bloomberg, Microsoft Excel, Outlook, Public Speaking, Investment Strategies, Bonds, Asset Management
Education
Saint Louis University 2005 — 2009
B.S.B.A., Finance, Economics
Striem January 2015 - Present
Income Research & Management September 2013 - December 2014
Wells Fargo Advisors, LLC July 2009 - September 2013
UMB Bank, N.A. June 2008 - August 2008
Skills
Bloomberg, Microsoft Excel, Outlook, Public Speaking, Investment Strategies, Bonds, Asset Management
Education
Saint Louis University 2005 — 2009
B.S.B.A., Finance, Economics
Benjamin Kiefer's UMB Bank, n.a. Experience February 2011 - Present
Job Vice President at UMB Bank, n.a.
Industry Banking
Experience
UMB Bank, n.a. February 2011 - Present
Skills
Management, Strategic Planning, Customer Service, Leadership, Project Management, Banking, Sales, Risk Management, Microsoft Office, Business Strategy
Education
University of Montana
Bachelor's degree, Business Administration and Management, General
UMB Bank, n.a. February 2011 - Present
Skills
Management, Strategic Planning, Customer Service, Leadership, Project Management, Banking, Sales, Risk Management, Microsoft Office, Business Strategy
Education
University of Montana
Bachelor's degree, Business Administration and Management, General