Stephen Pool Email and Phone Number
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Stephen Pool is a Senior Vice President, Portfolio Manager & Team Lead at Commerce Trust Company. He possess expertise in investments, portfolio management, equities, equity research, mutual funds and 17 more skills.
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Senior Vice President, Portfolio Manager Team LeadCommerce Trust Company Jun 2022 - PresentLeawood, Kansas, United States
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Senior Vice President, Portfolio Manager Team LeadCommerce Trust Company Jun 2022 - PresentLeawood, Kansas, United States
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Vice President, Sr. Portfolio ManagerCommerce Trust Company Oct 2019 - PresentKansas City, Missouri AreaPortfolio Manager for high net worth individuals, personal and charitable trusts, foundations, endowments, and corporations.
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Portfolio ManagerAmerican Century Investments 2009 - Sep 2019Kansas City, Missouri AreaPortfolio Manager in the large-cap core and small-cap core disciplines. Previously managed investment portfolios in the focused-large cap, multi-cap, and all-cap strategies. -
Investment AnalystAmerican Century Investments 2003 - 2009Fundamental and quantitative research for security selection.
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Manager Of Financial ResearchAmerican Century Investments 2000 - 2003Kansas City, Missouri AreaCo-Led an internal research team that supported domestic and international fund disciplines.
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Equity Research AnalystAmerican Century Investments 1998 - 2000Kansas City, Missouri AreaConducted economic, sector and industry-level research combined with analysis of proprietary data metrics. Assisted the company’s venture capital unit.
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Sr. Financial AnalystAmerican Century Investments 1994 - 1998Kansas City, Missouri AreaFinancial Statement Analysis for a proprietary modelling and financial database.
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Account Services RepresentativeAmerican Century Investments 1992 - 1994Kansas City, Missouri AreaInstitutional and retail client service.
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Adjunct Professor ~ Bloch School Of BusinessUmkc 2007 - 2015Kansas City, Missouri AreaTaught graduate and undergraduate Investment Analysis, using academic texts and portfolio simulation software. -
Adjunct ProfessorAvila University Jan 2004 - May 2008Kansas City, Missouri AreaProfessor of undergraduate Business / Investments
Stephen Pool Skills
Stephen Pool Education Details
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Financial Planning
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International Business
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Economics / Finance
Frequently Asked Questions about Stephen Pool
What company does Stephen Pool work for?
Stephen Pool works for Commerce Trust Company
What is Stephen Pool's role at the current company?
Stephen Pool's current role is Senior Vice President, Portfolio Manager & Team Lead.
What is Stephen Pool's email address?
Stephen Pool's email address is st****@****ank.com
What schools did Stephen Pool attend?
Stephen Pool attended University Of Missouri-Kansas City, Avila University, Truman State University.
What skills is Stephen Pool known for?
Stephen Pool has skills like Investments, Portfolio Management, Equities, Equity Research, Mutual Funds, Asset Managment, Financial Analysis, Valuation, Asset Allocation, Investment Strategies, Financial Modeling, Strategic Financial Planning.
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