Union Bank and Trust Company
Industry: Commercial bank
DescriptionUnion Bank & Trust Company is a privately owned, state chartered commercial bank headquartered in Lincoln, Nebraska. The bank was founded on February 28, 1917 under the name Farmer's State Bank. The name was changed to Union Bank in 1935, then to its current name in 1959 with the addition of trust powers. Headquarters: Nebraska Founded: 1917 Parent organization: Farmers & Merchants Investment, Inc. Subsidiary: Union Bank and Trust Company (Lincoln, NE), Asset Management Arm
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Union Bank and Trust Company Employees
Employee
Years
Job
Industry
Jill Helms Jill Helms's Union Bank and Trust Company Experience September 1998 - July 2002
Job Internal Audit Analyst at United Health Group
Industry Hospital & Health Care
Experience
UnitedHealth Group September 2014 - Present
Self-employed private tutor January 2014 - Present
Helms Household February 2010 - September 2014
The Federal Reserve Bank of Minneapolis October 2004 - April 2010
Lincoln Public Schools August 2002 - June 2004
Lincoln Public Schools March 2001 - July 2002
Union Bank and Trust Company September 1998 - July 2002
Skills
Compliance, Compliance Training, Compliance Testing, Auditing, Process Monitoring, Banking, Contingency Planning, Employee Training, Process Improvement, Risk Assessment, Change Management, Training Delivery, Public Speaking
Education
Doane College 2002 — 2004
Masters, Curriculum and Instruction
University of Nebraska-Lincoln 1998 — 2002
Bachelor of Science (B.S.), Education
UnitedHealth Group September 2014 - Present
Self-employed private tutor January 2014 - Present
Helms Household February 2010 - September 2014
The Federal Reserve Bank of Minneapolis October 2004 - April 2010
Lincoln Public Schools August 2002 - June 2004
Lincoln Public Schools March 2001 - July 2002
Union Bank and Trust Company September 1998 - July 2002
Skills
Compliance, Compliance Training, Compliance Testing, Auditing, Process Monitoring, Banking, Contingency Planning, Employee Training, Process Improvement, Risk Assessment, Change Management, Training Delivery, Public Speaking
Education
Doane College 2002 — 2004
Masters, Curriculum and Instruction
University of Nebraska-Lincoln 1998 — 2002
Bachelor of Science (B.S.), Education
Noah McClain Noah McClain's Union Bank and Trust Company Experience 2008 - 2011
Job Sr. Marketing Program Manager at Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha April 2015 - Present
Mutual of Omaha October 2012 - April 2015
First National Bank of Omaha 2011 - 2012
Union Bank and Trust Company 2008 - 2011
Union Bank and Trust Company 2007 - 2007
20th Century Fox 2007 - 2007
Skills
Marketing Management, Promotions, Marketing Communications, Competitive Analysis, Public Speaking, Customer Lifecycle..., Financial Analysis, Financial Forecasting, Microsoft Office, SWOT analysis, Expense Management, Travel Planning, Reward Strategy, Data Analysis, Product Development, Forecast Modeling, Reporting & Analysis, Sales Presentations, Customer Presentations, Forecasting, Marketing, CRM, Marketing Strategy, Product Marketing, Integrated Marketing, Leadership, Management
Education
University of Nebraska-Lincoln 2003 — 2007
Bachelor's of Science in Business Administration, Marketing
University of Nebraska-Lincoln 2003 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
Mutual of Omaha April 2015 - Present
Mutual of Omaha October 2012 - April 2015
First National Bank of Omaha 2011 - 2012
Union Bank and Trust Company 2008 - 2011
Union Bank and Trust Company 2007 - 2007
20th Century Fox 2007 - 2007
Skills
Marketing Management, Promotions, Marketing Communications, Competitive Analysis, Public Speaking, Customer Lifecycle..., Financial Analysis, Financial Forecasting, Microsoft Office, SWOT analysis, Expense Management, Travel Planning, Reward Strategy, Data Analysis, Product Development, Forecast Modeling, Reporting & Analysis, Sales Presentations, Customer Presentations, Forecasting, Marketing, CRM, Marketing Strategy, Product Marketing, Integrated Marketing, Leadership, Management
Education
University of Nebraska-Lincoln 2003 — 2007
Bachelor's of Science in Business Administration, Marketing
University of Nebraska-Lincoln 2003 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
Lucas Arndt Lucas Arndt's Union Bank and Trust Company Experience September 2014 - Present
Job Trust Administration Officer at Union Bank and Trust Company
Industry Accounting
Experience
Union Bank and Trust Company September 2014 - Present
Union Bank and Trust December 2013 - September 2014
HBE Becker Meyer Love LLP January 2008 - November 2013
Skills
Tax Preparation, Accounting, Auditing, Tax, Financial Reporting, Income Tax, US GAAP, Corporate Tax, Financial Accounting, Internal Controls, Tax Returns, QuickBooks, Financial Analysis, Payroll, GAAP
Education
University of Nebraska-Lincoln 2004 — 2007
Bachelor of Business Administration (BBA), Accounting
Lincoln Christian High School 2000 — 2003
Union Bank and Trust Company September 2014 - Present
Union Bank and Trust December 2013 - September 2014
HBE Becker Meyer Love LLP January 2008 - November 2013
Skills
Tax Preparation, Accounting, Auditing, Tax, Financial Reporting, Income Tax, US GAAP, Corporate Tax, Financial Accounting, Internal Controls, Tax Returns, QuickBooks, Financial Analysis, Payroll, GAAP
Education
University of Nebraska-Lincoln 2004 — 2007
Bachelor of Business Administration (BBA), Accounting
Lincoln Christian High School 2000 — 2003
Meredith Dickson Meredith Dickson's Union Bank and Trust Company Experience May 2012 - August 2012
Job Graduate Assistant at Center for Student Activities at Mississippi State University
Industry Marketing and Advertising
Experience
Center for Student Activities at Mississippi State University May 2015 - Present
Columbus Orthopaedic Clinic January 2015 - Present
MSU Roadrunner Organization March 2012 - Present
Mississippi State University August 2011 - Present
Chi Omega Sorority November 2013 - November 2014
Mississippi State University November 2012 - November 2013
Union Bank and Trust Company May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Event Planning, Microsoft Word, Public Speaking, Social Media, PowerPoint, Leadership, Teamwork, Customer Service, Public Relations, Research, Marketing, Community Outreach
Education
Mississippi State University 2015 — 2016
Master’s Degree, Business Administration
Mississippi State University 2011 — 2015
Bachelor's Degree, Kinesiology and Exercise Science
University of Oxford 2014 — 2014
Oxford Study Abroad Program, European History and English
Center for Student Activities at Mississippi State University May 2015 - Present
Columbus Orthopaedic Clinic January 2015 - Present
MSU Roadrunner Organization March 2012 - Present
Mississippi State University August 2011 - Present
Chi Omega Sorority November 2013 - November 2014
Mississippi State University November 2012 - November 2013
Union Bank and Trust Company May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Event Planning, Microsoft Word, Public Speaking, Social Media, PowerPoint, Leadership, Teamwork, Customer Service, Public Relations, Research, Marketing, Community Outreach
Education
Mississippi State University 2015 — 2016
Master’s Degree, Business Administration
Mississippi State University 2011 — 2015
Bachelor's Degree, Kinesiology and Exercise Science
University of Oxford 2014 — 2014
Oxford Study Abroad Program, European History and English
Cindy Chapman, CAP Cindy Chapman, CAP's Union Bank and Trust Company Experience 1995 - 2005
Job Executive Assistant at Nelnet Inc
Industry Education Management
Experience
Nelnet Inc March 2005 - Present
Union Bank and Trust Company 1995 - 2005
UNION BANK AND TRUST 1990 - 1995
Skills
Company Travel Manager, Meeting Planning, Microsoft Word, Microsoft Publisher, Administrative Support, Spreadsheets, Event Planning, Customer Service, Outlook, Microsoft Office, Problem Solving, Scheduling, Office Management, Telephone Skills, Conferences, Office Equipment, Time Management, Calendars, Coordination, Confidentiality, Teamwork, Supervisory Skills, Administrative..., Executive..., Assisting Executives, C-Level Executive..., Certified..., Coordinate Meetings, Coordinate Events, Concur, Executive Calendar..., Work Independently with..., Handle Multiple..., Handle Confidential..., Interact with All..., Executive Support, Travel Management, Travel Arrangements, Editing, Executive Level..., Invoicing, Administrative..., Notary Public
Education
Madison Area Technical College 2010 — 2013
Administrative Professional
Southeast Community College 1981 — 1983
Medical Secretarial
Nelnet Inc March 2005 - Present
Union Bank and Trust Company 1995 - 2005
UNION BANK AND TRUST 1990 - 1995
Skills
Company Travel Manager, Meeting Planning, Microsoft Word, Microsoft Publisher, Administrative Support, Spreadsheets, Event Planning, Customer Service, Outlook, Microsoft Office, Problem Solving, Scheduling, Office Management, Telephone Skills, Conferences, Office Equipment, Time Management, Calendars, Coordination, Confidentiality, Teamwork, Supervisory Skills, Administrative..., Executive..., Assisting Executives, C-Level Executive..., Certified..., Coordinate Meetings, Coordinate Events, Concur, Executive Calendar..., Work Independently with..., Handle Multiple..., Handle Confidential..., Interact with All..., Executive Support, Travel Management, Travel Arrangements, Editing, Executive Level..., Invoicing, Administrative..., Notary Public
Education
Madison Area Technical College 2010 — 2013
Administrative Professional
Southeast Community College 1981 — 1983
Medical Secretarial
Carly Hutchins Carly Hutchins's Union Bank and Trust Company Experience May 2011 - December 2011
Job Audit Intern at Cohen Fund Audit Services
Industry Accounting
Experience
Cohen Fund Audit Services January 2015 - Present
PwC January 2014 - Present
Marquette University August 2011 - Present
Marquette University January 2013 - Present
Fidelity National Information Services June 2012 - August 2012
Union Bank and Trust Company May 2011 - December 2011
Education
Marquette University 2010 — 2014
Bachelor of Science in Business Administration, Accounting and Finance
National University of Ireland, Galway
Evansville High School 2007 — 2010
Cohen Fund Audit Services January 2015 - Present
PwC January 2014 - Present
Marquette University August 2011 - Present
Marquette University January 2013 - Present
Fidelity National Information Services June 2012 - August 2012
Union Bank and Trust Company May 2011 - December 2011
Education
Marquette University 2010 — 2014
Bachelor of Science in Business Administration, Accounting and Finance
National University of Ireland, Galway
Evansville High School 2007 — 2010
Jen Brolhorst Jen Brolhorst's Union Bank and Trust Company Experience May 2002 - October 2007
Job Vice President at Security First Bank
Industry Banking
Experience
Security First Bank October 2007 - Present
Union Bank and Trust Company May 2002 - October 2007
Skills
Commercial Lending, Commercial Banking, Loans, Small Business Lending, Credit Analysis, Credit, Credit Risk, Banking, Retail Banking, Consumer Lending, Customer Service, Financial Analysis, Risk Management
Education
University of Nebraska-Lincoln 1999 — 2002
Bachelor of Business Administration (BBA), Finance, General
Nebraska Wesleyan University 1998 — 1999
Accounting and Finance
Security First Bank October 2007 - Present
Union Bank and Trust Company May 2002 - October 2007
Skills
Commercial Lending, Commercial Banking, Loans, Small Business Lending, Credit Analysis, Credit, Credit Risk, Banking, Retail Banking, Consumer Lending, Customer Service, Financial Analysis, Risk Management
Education
University of Nebraska-Lincoln 1999 — 2002
Bachelor of Business Administration (BBA), Finance, General
Nebraska Wesleyan University 1998 — 1999
Accounting and Finance
Dan Svehla Dan Svehla's Union Bank and Trust Company Experience April 2014 - Present
Job Retail Division Head at Union Bank and Trust Company
Industry Financial Services
Experience
Union Bank and Trust Company April 2014 - Present
First National Bank of Omaha November 2012 - March 2014
First National Bank of Omaha May 2008 - November 2012
First National Bank of Omaha October 2002 - May 2008
First National Bank of Omaha September 1997 - August 2002
First National Bank of Omaha March 1995 - August 1997
First National Bank of Omaha September 1992 - November 1993
Skills
Consumer Lending, Mortgage Lending, Student Loans, Management, Marketing Strategy, Business Development, Sales, Sales Support, Program Management, Product Management, Product Marketing, Leadership, Marketing, Team Building, Loans
Education
University of Nebraska-Lincoln 1986 — 1991
Bachelor of Science, May, 1991, Business Administration - Marketing
Union Bank and Trust Company April 2014 - Present
First National Bank of Omaha November 2012 - March 2014
First National Bank of Omaha May 2008 - November 2012
First National Bank of Omaha October 2002 - May 2008
First National Bank of Omaha September 1997 - August 2002
First National Bank of Omaha March 1995 - August 1997
First National Bank of Omaha September 1992 - November 1993
Skills
Consumer Lending, Mortgage Lending, Student Loans, Management, Marketing Strategy, Business Development, Sales, Sales Support, Program Management, Product Management, Product Marketing, Leadership, Marketing, Team Building, Loans
Education
University of Nebraska-Lincoln 1986 — 1991
Bachelor of Science, May, 1991, Business Administration - Marketing
Brandie Vasek Brandie Vasek's Union Bank and Trust Company Experience October 2009 - November 2014
Job Talent Acquisition & Development at Swanson Russell
Industry Human Resources
Experience
Swanson Russell December 2014 - Present
Union Bank and Trust Company October 2009 - November 2014
Union Bank and Trust Company March 2009 - October 2009
Jones Public Relations January 2008 - May 2008
Skills
EEO/AA Compliance, Recruiting, College Recruiting, FCRA, Strategic Communications, Resume Writing, Background Checks, Interviews, Interviewing Skills, Talent Acquisition, Social Media, Mock Interviews, Career Assessment, Job Descriptions, Compensations, Employee Benefits, Coaching, Job Coaching, Personality Assessment, OFCCP, EEOC, Job Fairs, Job Search Strategies, Applicant Tracking..., Human Resources, Leadership, Customer Service, Sales, Leadership Development, Temporary Placement, Employee Relations, Public Speaking, Management
Education
University of Nebraska at Omaha 2004 — 2008
Bachelor of Science
Swanson Russell December 2014 - Present
Union Bank and Trust Company October 2009 - November 2014
Union Bank and Trust Company March 2009 - October 2009
Jones Public Relations January 2008 - May 2008
Skills
EEO/AA Compliance, Recruiting, College Recruiting, FCRA, Strategic Communications, Resume Writing, Background Checks, Interviews, Interviewing Skills, Talent Acquisition, Social Media, Mock Interviews, Career Assessment, Job Descriptions, Compensations, Employee Benefits, Coaching, Job Coaching, Personality Assessment, OFCCP, EEOC, Job Fairs, Job Search Strategies, Applicant Tracking..., Human Resources, Leadership, Customer Service, Sales, Leadership Development, Temporary Placement, Employee Relations, Public Speaking, Management
Education
University of Nebraska at Omaha 2004 — 2008
Bachelor of Science
Curtis Tyndall Curtis Tyndall's Union Bank and Trust Company Experience August 2015 - Present
Job Commerical Lender at Union Bank and Trust Company
Industry Banking
Experience
Union Bank and Trust Company August 2015 - Present
Skills
Commercial Lending, Credit Administration, Investments, Credit, Commercial Banking, Retail Banking, Sales Management, Credit Analysis, Loans, Financial Analysis, Underwriting, Small Business Lending, Economics, Banking, New Business Development, Branch Management, Insurance, Construction Loans, Commercial Mortgages, Sales, Credit Risk, Mortgage Lending, Loan Origination, Asset Based Lending, Real Estate, Consumer Lending, Risk Management, SBA, Lines Of Credit, C&I Lending, Mortgage Underwriting, Mortgage Banking, Cross Selling, Real Estate Lending, Treasury Management, USDA, Refinance, FHA financing, Government Loans, VA loans, Residential Mortgages
Education
Barton College 1980 — 1984
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services, Magna Cum Laude
Union Bank and Trust Company August 2015 - Present
Skills
Commercial Lending, Credit Administration, Investments, Credit, Commercial Banking, Retail Banking, Sales Management, Credit Analysis, Loans, Financial Analysis, Underwriting, Small Business Lending, Economics, Banking, New Business Development, Branch Management, Insurance, Construction Loans, Commercial Mortgages, Sales, Credit Risk, Mortgage Lending, Loan Origination, Asset Based Lending, Real Estate, Consumer Lending, Risk Management, SBA, Lines Of Credit, C&I Lending, Mortgage Underwriting, Mortgage Banking, Cross Selling, Real Estate Lending, Treasury Management, USDA, Refinance, FHA financing, Government Loans, VA loans, Residential Mortgages
Education
Barton College 1980 — 1984
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services, Magna Cum Laude
Lindsay Koehler Lindsay Koehler's Union Bank and Trust Company Experience March 1999 - August 2000
Job Sr. Administrative Coordinator at Telephone and Data Systems
Industry Telecommunications
Experience
Telephone and Data Systems October 2000 - Present
Union Bank and Trust Company March 1999 - August 2000
Skills
PowerPoint, SharePoint, Microsoft Word, Customer Service, Telecommunications, Microsoft Office, Invoicing, Fundraising, Office Administration, Team Leadership, Project Management, Leadership, Process Improvement, Team Building, Management
Education
Cardinal Stritch University 2003 — 2005
University of Wisconsin-Rock County 1998 — 2000
General Studies
Telephone and Data Systems October 2000 - Present
Union Bank and Trust Company March 1999 - August 2000
Skills
PowerPoint, SharePoint, Microsoft Word, Customer Service, Telecommunications, Microsoft Office, Invoicing, Fundraising, Office Administration, Team Leadership, Project Management, Leadership, Process Improvement, Team Building, Management
Education
Cardinal Stritch University 2003 — 2005
University of Wisconsin-Rock County 1998 — 2000
General Studies
Craig King Craig King's Union Bank and Trust Company Experience April 1991 - December 1997
Job Vice President Senior Account Manager at GE Capital, Healthcare Financial Services
Industry Financial Services
Experience
GE Capital, Healthcare Financial Services September 2003 - Present
GE Capital, Commercial Equipment Finance September 1999 - August 2003
Bank 10 January 1998 - August 1999
Union Bank and Trust Company April 1991 - December 1997
Skills
Finance, Healthcare, Credit, Sales, Financial Analysis, Financial Services, Portfolio Management, Selling, Structured Finance, Creative Financing, Leasing, Consultative Selling, Equipment Finance, Commercial Lending, Credit Analysis, Cross-functional Team..., Hospitals, Relationship Management, Process Improvement, Strategy, Business Development, Strategic Financial..., Management, Loans, Risk Management, Leadership, Financial Modeling, Banking
Education
University of Central Oklahoma 1995 — 1996
Master of Business Administration (M.B.A.), Finance
University of Central Oklahoma 1988 — 1994
Bachelor's Degree, Finance
Western Heights High School 1986 — 1988
High School, General Studies
GE Capital, Healthcare Financial Services September 2003 - Present
GE Capital, Commercial Equipment Finance September 1999 - August 2003
Bank 10 January 1998 - August 1999
Union Bank and Trust Company April 1991 - December 1997
Skills
Finance, Healthcare, Credit, Sales, Financial Analysis, Financial Services, Portfolio Management, Selling, Structured Finance, Creative Financing, Leasing, Consultative Selling, Equipment Finance, Commercial Lending, Credit Analysis, Cross-functional Team..., Hospitals, Relationship Management, Process Improvement, Strategy, Business Development, Strategic Financial..., Management, Loans, Risk Management, Leadership, Financial Modeling, Banking
Education
University of Central Oklahoma 1995 — 1996
Master of Business Administration (M.B.A.), Finance
University of Central Oklahoma 1988 — 1994
Bachelor's Degree, Finance
Western Heights High School 1986 — 1988
High School, General Studies
Irene Kramer Irene Kramer's Union Bank and Trust Company Experience May 2008 - October 2010
Job Conformance Coordinator at LeMans Corporation
Industry Wholesale
Experience
LeMans Corporation February 2015 - Present
LeMans Corporation November 2010 - February 2015
Union Bank and Trust Company May 2008 - October 2010
Guaranty Bank June 2006 - May 2008
Skills
Management, Marketing, Sales, Leadership, Problem Solving, Product Development, Inventory Management, Finance, Process Improvement, Cold Calling, New Business Development
Education
Friedrich-Alexander-Universität Erlangen-Nürnberg 2002 — 2005
Associate's Degree, Mathematics and Art
Peter-Vischer-School 1998 — 2002
High School
LeMans Corporation February 2015 - Present
LeMans Corporation November 2010 - February 2015
Union Bank and Trust Company May 2008 - October 2010
Guaranty Bank June 2006 - May 2008
Skills
Management, Marketing, Sales, Leadership, Problem Solving, Product Development, Inventory Management, Finance, Process Improvement, Cold Calling, New Business Development
Education
Friedrich-Alexander-Universität Erlangen-Nürnberg 2002 — 2005
Associate's Degree, Mathematics and Art
Peter-Vischer-School 1998 — 2002
High School
Charles E. (Chuck) Sweet's Union Bank and Trust Company Experience 1988 - 2000
Job CLevel Executive: Operations, IT, Sales, Marketing and Product Development
Industry Executive Office
Experience
Northcentral University May 2012 - June 2014
Northcentral University September 2012 - March 2013
Sweet Enterprises, Inc. May 2008 - July 2012
Champion College Services May 2011 - March 2012
Cology Inc. July 2005 - November 2007
ALB Industries 2004 - 2005
Nelnet Business Solutions 2000 - 2004
Union Bank and Trust Company 1988 - 2000
Marine Midland Bank March 1987 - April 1988
Arizona State University August 1985 - March 1987
Skills
Business Development, Management, Strategic Partnerships, Leadership, Marketing, Strategy, Team Building, Strategic Planning, Higher Education, Call Centers, Staff Development, Public Speaking, Entrepreneurship, Mergers & Acquisitions, Cross-functional Team..., Sales Management, Operations Management, Project Management, Program Management, Training, Budgets, Sales, Business Intelligence, Coaching, Recruiting, Customer Service, Enrollment Management, Human Resources, Nonprofits, Finance, Leadership Development, Product Development, Executive Management, IPO, P&L Management, IT Management, IT Solutions, Business Solutions..., Solution Architecture, Solution Implementation, Solution Development, Compliance, Agile & Waterfall..., Scrum, Marketing Management, Marketing Strategy, Client Relations, Client Services, CRM, Process Improvement
Education
Arizona State University 1986 — 1989
MPA, Budget/Finance
Northern Arizona University 1981 — 1985
BS, Antropology
Northcentral University May 2012 - June 2014
Northcentral University September 2012 - March 2013
Sweet Enterprises, Inc. May 2008 - July 2012
Champion College Services May 2011 - March 2012
Cology Inc. July 2005 - November 2007
ALB Industries 2004 - 2005
Nelnet Business Solutions 2000 - 2004
Union Bank and Trust Company 1988 - 2000
Marine Midland Bank March 1987 - April 1988
Arizona State University August 1985 - March 1987
Skills
Business Development, Management, Strategic Partnerships, Leadership, Marketing, Strategy, Team Building, Strategic Planning, Higher Education, Call Centers, Staff Development, Public Speaking, Entrepreneurship, Mergers & Acquisitions, Cross-functional Team..., Sales Management, Operations Management, Project Management, Program Management, Training, Budgets, Sales, Business Intelligence, Coaching, Recruiting, Customer Service, Enrollment Management, Human Resources, Nonprofits, Finance, Leadership Development, Product Development, Executive Management, IPO, P&L Management, IT Management, IT Solutions, Business Solutions..., Solution Architecture, Solution Implementation, Solution Development, Compliance, Agile & Waterfall..., Scrum, Marketing Management, Marketing Strategy, Client Relations, Client Services, CRM, Process Improvement
Education
Arizona State University 1986 — 1989
MPA, Budget/Finance
Northern Arizona University 1981 — 1985
BS, Antropology
Bradley Philson Bradley Philson's Union Bank and Trust Company Experience November 1989 - Present
Job 1st VP at Union Bank and Trust Company
Industry Banking
Experience
Union Bank and Trust Company November 1989 - Present
Skills
Banking, Estate Administration, Wealth Management, Retirement Planning, Trust, Estate Planning, Investments, Securities, Finance
Education
American Banker's Association 1997 — 1999
Graduate, Graduate Trust School
University of Nebraska-Lincoln 1991 — 1994
Juris Doctorate, Law
University of Nebraska-Lincoln 1986 — 1991
Bachelor of Science (BS), Finance
Union Bank and Trust Company November 1989 - Present
Skills
Banking, Estate Administration, Wealth Management, Retirement Planning, Trust, Estate Planning, Investments, Securities, Finance
Education
American Banker's Association 1997 — 1999
Graduate, Graduate Trust School
University of Nebraska-Lincoln 1991 — 1994
Juris Doctorate, Law
University of Nebraska-Lincoln 1986 — 1991
Bachelor of Science (BS), Finance
Margaret Parde Margaret Parde's Union Bank and Trust Company Experience November 1995 - January 1998
Job Human Resources/Marketing at Nebraska Orthopaedic and Sports Medicine, PC
Industry Human Resources
Experience
Family Estate April 2011 - Present
Nebraska Orthopaedic and Sports Medicine, PC October 2013 - August 2015
Advanced Medical Imaging June 2009 - April 2011
Jenny Craig August 2007 - July 2008
Lincoln Financial Group December 2006 - March 2007
The William H. Harvey Company August 2004 - January 2006
Consortia August 1998 - August 1999
Union Bank and Trust Company November 1995 - January 1998
Lincoln Industries 1993 - 1994
The House of Bauer Chocolates August 1985 - October 1986
Skills
Personnel Management, Human Resources, Employee Relations, Employee Benefits, Performance Management, New Hire Orientations, Talent Management, FMLA, Interviews, Benefits Administration, Policy, Staff Development, Resume Writing, Job Descriptions, Customer Service, Employee Engagement, Succession Planning, Change Management, Hiring, Conflict Resolution, Employee Handbooks, Job Analysis, Senior Case Management..., Health, Interviewing, Credentialing
Education
Doane College
BA, Corporate Communication - Human Resource Management/Training & Development
Family Estate April 2011 - Present
Nebraska Orthopaedic and Sports Medicine, PC October 2013 - August 2015
Advanced Medical Imaging June 2009 - April 2011
Jenny Craig August 2007 - July 2008
Lincoln Financial Group December 2006 - March 2007
The William H. Harvey Company August 2004 - January 2006
Consortia August 1998 - August 1999
Union Bank and Trust Company November 1995 - January 1998
Lincoln Industries 1993 - 1994
The House of Bauer Chocolates August 1985 - October 1986
Skills
Personnel Management, Human Resources, Employee Relations, Employee Benefits, Performance Management, New Hire Orientations, Talent Management, FMLA, Interviews, Benefits Administration, Policy, Staff Development, Resume Writing, Job Descriptions, Customer Service, Employee Engagement, Succession Planning, Change Management, Hiring, Conflict Resolution, Employee Handbooks, Job Analysis, Senior Case Management..., Health, Interviewing, Credentialing
Education
Doane College
BA, Corporate Communication - Human Resource Management/Training & Development
Janon Gray's Union Bank and Trust Company Experience 1997 - 2000
Job Senior Accountant at NeoSystems Corp
Industry Nonprofit Organization Management
Experience
NeoSystems Corp September 2010 - Present
American Gastroenterological Association May 2008 - July 2010
Reyes Holdings/ Martin-Brower October 2006 - March 2008
NRMCA 2003 - 2006
BecTech, Inc. 2001 - 2002
Union Bank and Trust Company 1997 - 2000
Skills
Government Contracting, Accounting, Financial Reporting, Financial Analysis, Budgets
Education
University of Mary Washington 1993 — 1997
Essex High School 1988 — 1993
NeoSystems Corp September 2010 - Present
American Gastroenterological Association May 2008 - July 2010
Reyes Holdings/ Martin-Brower October 2006 - March 2008
NRMCA 2003 - 2006
BecTech, Inc. 2001 - 2002
Union Bank and Trust Company 1997 - 2000
Skills
Government Contracting, Accounting, Financial Reporting, Financial Analysis, Budgets
Education
University of Mary Washington 1993 — 1997
Essex High School 1988 — 1993
Roy D. Mingus's Union Bank and Trust Company Experience February 1995 - May 1996
Job Visionary Leadership and Problem solver
Industry Financial Services
Experience
LIBERTY FARM AND RANCH MANAGEMENT LLC January 2002 - Present
Bank of the West November 2010 - April 2011
LIBERTY FARM AND RANCH MANAGEMENT LLC January 2008 - December 2010
THE STATE BANK OF LEBO September 2004 - January 2008
FIVE POINTS BANK January 1999 - January 2004
Five Points Bank January 1999 - January 2004
HASTINGS STATE BANK May 1996 - January 1999
Union Bank and Trust Company February 1995 - May 1996
Sherman County Bank 1987 - 1989
Skills
Banking, Contract Management, Hiring, Credit, Budgeting, Strategic Planning, Financial Analysis, Insurance, Pricing, Business Planning, Budgets, Leadership, Coaching, Finance, Management, Portfolio Management, Business Development, Training, Analysis, Loans, New Business Development, Team Leadership
Education
University of Nebraska at Kearney 1985 — 1994
BS, Business Administration
NBA Schools of Lending
NBA Schools of Lending, Agricultural Lending and Advance Lending & Problem Loans
LIBERTY FARM AND RANCH MANAGEMENT LLC January 2002 - Present
Bank of the West November 2010 - April 2011
LIBERTY FARM AND RANCH MANAGEMENT LLC January 2008 - December 2010
THE STATE BANK OF LEBO September 2004 - January 2008
FIVE POINTS BANK January 1999 - January 2004
Five Points Bank January 1999 - January 2004
HASTINGS STATE BANK May 1996 - January 1999
Union Bank and Trust Company February 1995 - May 1996
Sherman County Bank 1987 - 1989
Skills
Banking, Contract Management, Hiring, Credit, Budgeting, Strategic Planning, Financial Analysis, Insurance, Pricing, Business Planning, Budgets, Leadership, Coaching, Finance, Management, Portfolio Management, Business Development, Training, Analysis, Loans, New Business Development, Team Leadership
Education
University of Nebraska at Kearney 1985 — 1994
BS, Business Administration
NBA Schools of Lending
NBA Schools of Lending, Agricultural Lending and Advance Lending & Problem Loans
Jay Perkins's Union Bank and Trust Company Experience October 2010 - Present
Job Branch Manager & Officer at Union Bank & Trust
Industry Banking
Experience
Union Bank & Trust January 2014 - Present
Union Bank and Trust Company October 2010 - Present
Union Bank & Trust June 2007 - July 2010
Union Bank & Trust Company January 2006 - May 2007
Union Bank & Trust Company May 2003 - December 2005
Education
University of Colorado Boulder 2009 — 2011
Masters, Banking
University of Nebraska-Lincoln 2001 — 2005
BS, Accounting
Union Bank & Trust January 2014 - Present
Union Bank and Trust Company October 2010 - Present
Union Bank & Trust June 2007 - July 2010
Union Bank & Trust Company January 2006 - May 2007
Union Bank & Trust Company May 2003 - December 2005
Education
University of Colorado Boulder 2009 — 2011
Masters, Banking
University of Nebraska-Lincoln 2001 — 2005
BS, Accounting
Brittany Hubbard's Union Bank and Trust Company Experience September 2008 - February 2010
Job Wellness Assistant at Union Bank and Trust Company
Industry Health, Wellness and Fitness
Experience
Union Bank and Trust Company September 2008 - February 2010
Education
Nebraska Wesleyan University 2005 — 2008
Exercise Science
University of Wisconsin-Green Bay 2003 — 2005
Education
Union Bank and Trust Company September 2008 - February 2010
Education
Nebraska Wesleyan University 2005 — 2008
Exercise Science
University of Wisconsin-Green Bay 2003 — 2005
Education
Robert Ulaner's Union Bank and Trust Company Experience June 2011 - November 2013
Job Vice President Investment Advisor PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management August 2014 - Present
union bank and trust company June 2011 - November 2013
M&T Bank October 2001 - July 2011
First Investment Advisors/First Union National Bank 1990 - 2001
Skills
Portfolio Management, Trust Management, Investments, Asset Allocation, Wealth Management, Mutual Funds, Asset Management, Investment Management, Alternative Investments, Investment Strategies, Estate Planning, High Net Worth..., Securities, Equities, Fixed Income, Banking, Financial Services, Relationship Management, Wealth Management..., Investment Advisory, Strategic Planning
Education
Philadelphia University 1968 — 1972
bs, business/marketing
PNC Wealth Management August 2014 - Present
union bank and trust company June 2011 - November 2013
M&T Bank October 2001 - July 2011
First Investment Advisors/First Union National Bank 1990 - 2001
Skills
Portfolio Management, Trust Management, Investments, Asset Allocation, Wealth Management, Mutual Funds, Asset Management, Investment Management, Alternative Investments, Investment Strategies, Estate Planning, High Net Worth..., Securities, Equities, Fixed Income, Banking, Financial Services, Relationship Management, Wealth Management..., Investment Advisory, Strategic Planning
Education
Philadelphia University 1968 — 1972
bs, business/marketing
Jake Piva's Union Bank and Trust Company Experience August 2011 - December 2012
Job Account Executive at Medix
Industry Staffing and Recruiting
Experience
Medix ™ June 2014 - Present
Medix Staffing Solutions June 2013 - June 2014
Union Bank and Trust Company August 2011 - December 2012
Northwestern Mutual May 2010 - August 2010
Skills
Banking, Finance, Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Time Management, Microsoft Word, Sales, Recruiting, Staffing Services, Management, Sourcing, Leadership, Human Resources
Education
University of Nebraska-Lincoln 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
University of California, Santa Barbara 2008 — 2010
Medix ™ June 2014 - Present
Medix Staffing Solutions June 2013 - June 2014
Union Bank and Trust Company August 2011 - December 2012
Northwestern Mutual May 2010 - August 2010
Skills
Banking, Finance, Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Time Management, Microsoft Word, Sales, Recruiting, Staffing Services, Management, Sourcing, Leadership, Human Resources
Education
University of Nebraska-Lincoln 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
University of California, Santa Barbara 2008 — 2010
Sandra Muldowney's Union Bank and Trust Company Experience February 1997 - June 2004
Job Supervisor at Financial Outsourcing Solutions
Industry Banking
Experience
Financial Outsourcing Solutions October 2011 - Present
METRO BANK December 2006 - September 2011
SOVEREIGN BANK October 2004 - December 2006
DEEGAN CORPORATION July 2004 - September 2004
UNION BANK AND TRUST COMPANY February 1997 - June 2004
Education
Alvernia College 1991 — 1996
Bachelor of Arts, Accounting
Wilkes University 1992 — 1993
BA, Accounting
Financial Outsourcing Solutions October 2011 - Present
METRO BANK December 2006 - September 2011
SOVEREIGN BANK October 2004 - December 2006
DEEGAN CORPORATION July 2004 - September 2004
UNION BANK AND TRUST COMPANY February 1997 - June 2004
Education
Alvernia College 1991 — 1996
Bachelor of Arts, Accounting
Wilkes University 1992 — 1993
BA, Accounting
Leigh Houfek's Union Bank and Trust Company Experience September 2006 - March 2014
Job Product Specialist at WebEquity Solutions
Industry Banking
Experience
WebEquity Solutions March 2014 - Present
Union Bank and Trust Company September 2006 - March 2014
Wells Fargo Capital Finance January 2002 - August 2008
Denver Broncos 1995 - 2005
U.S. Bank May 1999 - December 2001
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Outlook, Windows, Teaching, Negotiation, Analysis, Credit Risk, Banking, Finance, Credit Analysis, Credit
Education
University of Nebraska-Lincoln 1978 — 1982
BS Business Administration, Economics and Management
WebEquity Solutions March 2014 - Present
Union Bank and Trust Company September 2006 - March 2014
Wells Fargo Capital Finance January 2002 - August 2008
Denver Broncos 1995 - 2005
U.S. Bank May 1999 - December 2001
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Outlook, Windows, Teaching, Negotiation, Analysis, Credit Risk, Banking, Finance, Credit Analysis, Credit
Education
University of Nebraska-Lincoln 1978 — 1982
BS Business Administration, Economics and Management
Sam Volkmer's Union Bank and Trust Company Experience February 2013 - May 2013
Job Business Consultant
Industry Medical Devices
Experience
Cerner Corporation July 2015 - Present
Union Pacific Railroad August 2014 - March 2015
Union Pacific Railroad January 2014 - August 2014
Catholic Diocese of Lincoln, Totus Tuus Program May 2013 - July 2013
Union Bank and Trust Company February 2013 - May 2013
National Pharmacy January 2012 - February 2013
Waddell and Reed Financial Advisors August 2012 - November 2012
Skills
Program Management, Pharmacy, Curriculum Design, Customer Service, Prescription, Banking, Transportation, Operations Management, Team Building, Analysis, Public Speaking, PowerPoint, Microsoft Office, Event Planning
Education
University of Nebraska-Lincoln 2008 — 2013
Bachelor of Science in Business Administration, Finance, 3.176
University of Oxford 2011 — 2011
Certificate of Completion, International Economics, 3.5
Cerner Corporation July 2015 - Present
Union Pacific Railroad August 2014 - March 2015
Union Pacific Railroad January 2014 - August 2014
Catholic Diocese of Lincoln, Totus Tuus Program May 2013 - July 2013
Union Bank and Trust Company February 2013 - May 2013
National Pharmacy January 2012 - February 2013
Waddell and Reed Financial Advisors August 2012 - November 2012
Skills
Program Management, Pharmacy, Curriculum Design, Customer Service, Prescription, Banking, Transportation, Operations Management, Team Building, Analysis, Public Speaking, PowerPoint, Microsoft Office, Event Planning
Education
University of Nebraska-Lincoln 2008 — 2013
Bachelor of Science in Business Administration, Finance, 3.176
University of Oxford 2011 — 2011
Certificate of Completion, International Economics, 3.5
National Bank of Canada
Bank of China
Webster Bank
Banco Santander
Colonial Bank
Banque Nationale du Canada
Bank of Hawaii
Texas Capital Bank