Michael White, Cfa Email & Phone Number
@commercebank.com
3 phones found area 803, 816, and 214
LinkedIn matched
Who is Michael White, Cfa? Overview
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Michael White, Cfa is listed as Vice President and Portfolio Manager - Commerce Trust at Commerce Bank, a company with 4953 employees, based in Lenexa, Kansas, United States. AeroLeads shows a work email signal at commercebank.com, phone signal with area code 803, 816, 214, and a matched LinkedIn profile for Michael White, Cfa.
Michael White, Cfa previously worked as Vice President/Portfolio Manager - Commerce Trust at Commerce Bank and Portfolio Manager/Equity Analyst - The Commerce Trust Company at Commerce Bank. Michael White, Cfa holds Business Administration & Accounting, Business from The University Of Kansas.
Email format at Commerce Bank
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AeroLeads found 3 current-domain work email signals for Michael White, Cfa. Compare company email patterns before reaching out.
About Michael White, Cfa
I am an asset Management professional with over 25 years of experience in delivering asset management services to high-net-worth individuals and institutions. I work with clients to help them reach their long-term goals and objectives through establishing an investment plan, and then building, monitoring and adjusting portfolios as both market and economic conditions change.
Listed skills include Portfolio Management, Investments, Investment Management, Asset Allocation, and 25 others.
Michael White, Cfa's current company
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Michael White, Cfa work experience
A career timeline built from the work history available for this profile.
Vice President/Portfolio Manager - Commerce Trust
Current- Work with high-net-worth individuals and institutions to establish investment strategies, build, monitor and adjust customized portfolios targeting client-stated goals and objectives
- Communicate Commerce Trust Company economic and market views and connection to client portfolio returns
- Collaborate with client relationship team members to assist in delivering customized financial advisory services
- Growing revenue base through securing additional assets for both existing and new relationships
- Meet stated asset management compliance with consistency
- Rotating member of investment policy committee and equity strategy committee
Portfolio Manager/Equity Analyst - The Commerce Trust Company
- Worked with high-net-worth individuals and institutions to establish investment strategies, build, monitor and adjust customized portfolio targeting client-stated goals and objectives
- Communicated Commerce Trust Company economic and market views and connection to client portfolio returns
- Collaborated with client relationship team members to assist in delivering customized financial advisory services
- Annually grew revenue base through securing additional assets for both existing and new relationships
- Meet stated asset management compliance standards with consistency
- Rotating member of investment policy committee and equity strategy committee
Sr. Investment Assistant - Investment Management Group
- Compiled investment research, prepare client materials, and publish monthly asset allocation committee meeting minutes
- Telephone support for key investment officers
Colleagues at Commerce Bank
Other employees you can reach at commercebank.com. View company contacts for 4953 employees →
Rebecca Kusters
Colleague at Commerce Bank
Kansas City, Missouri, United States, United States
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CD
Carol Dickinson
Colleague at Commerce Bank
Columbia, Missouri, United States, United States
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KW
Karen Wagner
Colleague at Commerce Bank
Camdenton, Missouri, United States, United States
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ND
Nicole Dover
Colleague at Commerce Bank
Harrisonville, Missouri, United States, United States
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WA
William Anthony
Colleague at Commerce Bank
Kansas City, Missouri, United States, United States
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RU
Rakesh Uthamchand, Cfa, Cipm
Colleague at Commerce Bank
St Louis, Missouri, United States, United States
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MP
Matt Parks
Colleague at Commerce Bank
Kansas City, Missouri, United States, United States
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SP
Sarah Puidk
Colleague at Commerce Bank
Columbia, Missouri, United States, United States
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SA
Sheryl Arnold
Colleague at Commerce Bank
Kansas City, Missouri, United States, United States
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MS
Marc Schlorholtz
Colleague at Commerce Bank
Kansas City Metropolitan Area, United States
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Michael White, Cfa education
Frequently asked questions about Michael White, Cfa
Quick answers generated from the profile data available on this page.
What company does Michael White, Cfa work for?
Michael White, Cfa works for Commerce Bank.
What is Michael White, Cfa's role at Commerce Bank?
Michael White, Cfa is listed as Vice President and Portfolio Manager - Commerce Trust at Commerce Bank.
What is Michael White, Cfa's email address?
AeroLeads has found 3 work email signals at @commercebank.com for Michael White, Cfa at Commerce Bank.
What is Michael White, Cfa's phone number?
AeroLeads has found 3 phone signal(s) with area code 803, 816, 214 for Michael White, Cfa at Commerce Bank.
Where is Michael White, Cfa based?
Michael White, Cfa is based in Lenexa, Kansas, United States while working with Commerce Bank.
What companies has Michael White, Cfa worked for?
Michael White, Cfa has worked for Commerce Bank.
Who are Michael White, Cfa's colleagues at Commerce Bank?
Michael White, Cfa's colleagues at Commerce Bank include Rebecca Kusters, Carol Dickinson, Karen Wagner, Nicole Dover, and William Anthony.
How can I contact Michael White, Cfa?
You can use AeroLeads to view verified contact signals for Michael White, Cfa at Commerce Bank, including work email, phone, and LinkedIn data when available.
What schools did Michael White, Cfa attend?
Michael White, Cfa holds Business Administration & Accounting, Business from The University Of Kansas.
What skills is Michael White, Cfa known for?
Michael White, Cfa is listed with skills including Portfolio Management, Investments, Investment Management, Asset Allocation, Wealth Management Services, Alternative Investments, Asset Management, and High Net Worth Individuals.
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