Mark Steinmeier, Mba Email & Phone Number

• Manage Trading department across three locations (13 employees supporting 300+ Financial Planners), overseeing all trading processes and procedures to ensure high productivity and quality.
• Collaborate with key internal/external stakeholders, including Investment Management, Risk & Compliance, Billing, Client Service and Operations, Wealth Planning Teams, Product & Technology, and Custodians.
• Monitor department input channels, evaluate data trends, metrics, and identify improvement opportunities.
• Create and maintain policies/procedures for Trading department; communicate changes to relevant parties.
• Partner with Investment Management to create and implement new models and product offerings.
• Advocate for technology enhancements to streamline processes and create new efficiencies.

Kansas City, Missouri, United States

• Managed Trade Settlements Team and Trade Input Team (8 associates), oversaw daily tasks andperformance.
• Drove retention by supporting associates’ career growth and talent development.
• Built relationships with associates through one-on-one meetings and coaching opportunities.
• Led Settlements Team through UMB’s foreign sub-custodian conversion from Citibank to BrownBrothers Harriman & Co.; completed in November 2019.
• Proactively engaged UMB’s business partners to better understand their needs.
• Minimized reputational and financial risk by ensuring hard losses were less than $2,000 annually.

Kansas City, Missouri, United States

Kansas City, Missouri Area

• Supervised associates and ensured quality and timeliness of work.
• Trained new employees and assisted new staff with understanding their job responsibilities.
• Delegated tasks to team members and guaranteed work is performed in accordance with corporate policy and guidelines detailed in relevant operating procedures.
• Oversaw operations’ activities performed offshore including cash operations, trading, and account openings and closings.
• Identified and resolved work processing issues to streamline procedures.
• Assisted with compliance and fiduciary reviews and audits.

Kansas City, Missouri Area

• Managed institutional client relationships including the administration of defined contribution plans, defined benefit plans and endowments.
• Completed monthly accounting only asset processing with strict deadlines.
• Performed daily reconciliation between custody and accounting.
• Monitored the cash flow and cash balances of multiple client accounts daily.
• Provided inquiry support to internal and external clients, investment managers and central support teams on asset servicing functions.
• Processed wires, invoices, OMPs and performed FTTOPs to mitigate risk.

Master Of Business Administration - Mba, Supply Chain Management And Finance

Bs, Political Science And Economics

Activities and Societies: Student Government Association, Concert Chorale, Golden Key International, Omicron Delta Epsilon, Phi Alpha Delta