AeroLeads people directory · profile
Chuck Mersch, Cfa, Frm Email & Phone Number
Chief Financial Officer
at
First Security Bank & Trust
1 work email found
@greenstate.org
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Financial Officer
Location
Cedar Rapids, Iowa, United States
Company size
Who is Chuck Mersch, Cfa, Frm? Overview
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Quick answer
Chuck Mersch, Cfa, Frm is listed as Chief Financial Officer at First Security Bank & Trust, a company with 92 employees, based in Cedar Rapids, Iowa, United States. AeroLeads shows a work email signal at greenstate.org and a matched LinkedIn profile for Chuck Mersch, Cfa, Frm.
Chuck Mersch, Cfa, Frm previously worked as VP Finance & Analytics at Greenstate Credit Union and Director, Finance at Transamerica. Chuck Mersch, Cfa, Frm holds Mba, Finance, Strategy from The University Of Iowa Tippie College Of Business.
Company email context
Email format at First Security Bank & Trust
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*@greenstate.org
68% confidence
AeroLeads found 1 current-domain work email signal for Chuck Mersch, Cfa, Frm. Compare company email patterns before reaching out.
Profile bio
About Chuck Mersch, Cfa, Frm
I am a finance and risk professional with international experience focused on leveraging data analytics across the organization to make decisions. My mission is to bring data-driven decision making to reality across the organization by encouraging a deeper understanding of what drives results. Taken the firm from hindsight to insight and foresight. Specialties: Data Analytics, Financial Analysis, Cost Benefit Analysis, Insurance, Portfolio Management, Valuation, Enterprise Risk Management, Financial Management, Solvency II, ORSA
Listed skills include Risk Management, Financial Analysis, Leadership, Portfolio Management, and 23 others.
Current workplace
Chuck Mersch, Cfa, Frm's current company
Company context helps verify the profile and gives searchers a useful next step.
First Security Bank & Trust
10 roles · 28 years
Chuck Mersch, Cfa, Frm work experience
A career timeline built from the work history available for this profile.
Vp Finance & Analytics
Current
Apr 2021 - Present
Director, Finance
Lead a team that oversees the budgeting, financial planning, analysis, & reporting of Transamerica's nearly $2 Billion in annual expenses and all sales.. In addition I oversee the reporting, planning, and analysis of Aegon's Global IT Organization's expenses.
Nov 2012 - Apr 2021
Risk Manager
Developed a global risk framework focused on risk strategy, risk tolerance setting, risk identification, and risk assessment in accord with Solvency II
Aug 2010 - Nov 2012
Adjunct Lecturer
Taught graduate and undergraduate courses including Financial Management and Risk Management
Aug 2010 - Mar 2011
Associate, Leadership Development Program
- Worked with the COO’s of 8 divisions to analyze possible consolidation opportunities within Document Creation, Management, and Delivery
- Lead the partnership between AEGON/Transamerica and the Tippie School of Management on a market research project exploring a new distribution channel
- Developed the cost-benefit analysis for a systems initiative with expected outlays of over $50 million
- Project manager for expense savings initiatives within the company’s largest division, accounting for over $2 million in savings
- Developed automation techniques for the Investments Division’s Performance Measurement Team
- Attended weekly classes with company executives and outside consultants to further leadership, managerial, and professional capabilities
Jun 2008 - Aug 2010
Research Analyst & Portfolio Manager, Technology Sector
- Developed fully-integrated investment reviews, incorporating an extensive economic, industry, and company-specific analysis for a portion of the University of Iowa’s endowed portfolio
- Provided industry research, proposed investment ideas and evaluated the ideas of the other managers
2007 - 2008
~1 yr
It/Finance Arm
- Managed development of a web-based interface to provide timely, accurate data for analysis and identification of cost savings opportunities within a multi-billion dollar expense account
- Developed reporting metrics to track the progress and status of projects within the IT portfolio
2007 - 2007
Tsrs
- Audited controls of Fortune 500 companies for SAS 70 reports and Sarbanes Oxley 404 compliance
- Analyzed and recommended changes of Disaster Recovery procedures for a Fortune 500 company
2006 - 2006
Programmer
Ross Marketing
- Co-developed a “real-time” verification system with a.6% failure rate which increased productivity 50% and cut processing time 33%
- Developed ASP pages to give supervisors access to statistics and quality assurance personnel the ability to look up sales analytics
1998 - 2005
~7 yrs
2 education records
Chuck Mersch, Cfa, Frm education
Mba, Finance, Strategy
The University Of Iowa Tippie College Of Business
Bba, Mis
The University Of Iowa Tippie College Of Business
FAQ
Frequently asked questions about Chuck Mersch, Cfa, Frm
Quick answers generated from the profile data available on this page.
What company does Chuck Mersch, Cfa, Frm work for?
Chuck Mersch, Cfa, Frm works for First Security Bank & Trust.
What is Chuck Mersch, Cfa, Frm's role at First Security Bank & Trust?
Chuck Mersch, Cfa, Frm is listed as Chief Financial Officer at First Security Bank & Trust.
What is Chuck Mersch, Cfa, Frm's email address?
AeroLeads has found 1 work email signal at @greenstate.org for Chuck Mersch, Cfa, Frm at First Security Bank & Trust.
Where is Chuck Mersch, Cfa, Frm based?
Chuck Mersch, Cfa, Frm is based in Cedar Rapids, Iowa, United States while working with First Security Bank & Trust.
What companies has Chuck Mersch, Cfa, Frm worked for?
Chuck Mersch, Cfa, Frm has worked for First Security Bank & Trust, Greenstate Credit Union, Transamerica, Transamerica/Aegon N.V., and Mount Mercy University.
How can I contact Chuck Mersch, Cfa, Frm?
You can use AeroLeads to view verified contact signals for Chuck Mersch, Cfa, Frm at First Security Bank & Trust, including work email, phone, and LinkedIn data when available.
What schools did Chuck Mersch, Cfa, Frm attend?
Chuck Mersch, Cfa, Frm holds Mba, Finance, Strategy from The University Of Iowa Tippie College Of Business.
What skills is Chuck Mersch, Cfa, Frm known for?
Chuck Mersch, Cfa, Frm is listed with skills including Risk Management, Financial Analysis, Leadership, Portfolio Management, Valuation, Enterprise Risk Management, Analysis, and Investments.
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