Senior Vice President - Wealth Management, Banking, Trust Services, Employee Benefits Administration, and Executive-level Charitable/Community Relations Experience - Chair/Board Member/Committee Chair, United Way, YWCA, Rotary (Paul Harris Fellow), Boy Scouts • Extensive background in senior leadership, overseeing more than $1.5 billion in assets, and 30+ employees• MBA and Certified Employee Benefits Specialist from IFEBP and The Wharton School of Business• Certified Professional Financial Planner from Cannon Financial Institute• Lead or serve on multiple organizational leadership committees and nonprofit/community/charitable boards• United Way of Greater St. Louis/Southwestern Illinois Division Board Chair, Board Member, Executive Committee• YWCA Leader Lunch XV, Corporate Honoree for outstanding service to the community and regional nonprofitsSTRENGTHS (Alphabetical) 401(k), Asset Allocation & Management, Banking, Benefits Administration, Benefits Management, Board of Directors, Budgets, Business Analysis, Business Development, Business Strategy, Charitable Giving, Charity Relations, Community Relations, Cross-functional Team Leadership, Customer Service, Employee Benefit Administration, Estate Planning, Executive-Level Leadership, Leadership Giving, Finance, Financial Analysis, Financial Services, IRAs, Investments, Leadership, Management, Non-profit Organizations, Organizational Leadership, Pensions, Personal Trust Administration, Policies and Procedures, Portfolio Management, Public Speaking, Relationship Management, Retirement Plan Consulting, Sales, Strategic Planning, Team Building, Team Leadership, Trust Management, Trust Services, and Wealth Management
Listed skills include Investment Advisory, Trust Services, Personal Trust Administration, Retirement Plan Consulting, and 47 others.
