Senior Investment Officer
Current
Jun 2022 - Present
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Steve Spellman, Aif® Email & Phone Number
Senior Investment Officer at The Bank of Missouri
at
The Bank of Missouri
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Investment Officer at The Bank of Missouri
Location
Columbia, Missouri, United States
Company size
Who is Steve Spellman, Aif®? Overview
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Quick answer
Steve Spellman, Aif® is listed as Senior Investment Officer at The Bank of Missouri at The Bank of Missouri, a with 286 employees, based in Columbia, Missouri, United States. AeroLeads shows a matched LinkedIn profile for Steve Spellman, Aif®.
Steve Spellman, Aif® previously worked as Senior Investment Officer at The Bank Of Missouri and Associate Wealth Management Advisor at Northwestern Mutual. Steve Spellman, Aif® holds Accredited Investment Fiduciary® from Broadridge Fi360 Solutions.
Company email context
Email format at The Bank of Missouri
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The Bank of Missouri
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Profile bio
About Steve Spellman, Aif®
Steve Spellman, Aif® is a Senior Investment Officer at The Bank of Missouri at The Bank of Missouri.
Current workplace
Steve Spellman, Aif®'s current company
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The Bank Of Missouri
10 roles
Steve Spellman, Aif® work experience
A career timeline built from the work history available for this profile.
Associate Wealth Management Advisor
Mar 2019 - Jun 2022
Volunteer Host/Producer
"Mid Missouri This Week" weekly talk radio programformerly known as "The Mid-Missouri Freedom Forum"
Jan 2006 - Dec 2021
Vice President, Wealth Advisor
Wealth Management at Landmark Bank in Columbia, Missourispecialize in Retirement Accounts: IRA, 401k, etc.Expert on CRM and techonology-related projects
May 2015 - Mar 2019
Vice President, Relationship Manager
--Administrative Officer & primary client contact for 100+ customer relationships--Resident IRA specialist for the Trust Company--Member/Chair of Technology Coordination projects: CRM, Document Imaging, etc.--Delegate various clerical duties between several administrative assistants--Officer for Corporate Custody line of business
Sep 2005 - May 2015
Co-Chair, Gov'T Affairs Committee
Jul 2012 - 2015
Board Member
Pednet Coalition
2013: Board President2011-12: Board Treasurer2009: Elected to Board of DirectorsVolunteer since about 2005Member since 2000
Jan 2009 - Dec 2014
Member, Mid-Missouri Advisory Board
Jul 2009 - Dec 2012
Retirement Services Specialist
Investment Management & Trust dept.--Supported VP/Retirement Services manager: interaction with clients of various capacities, special projects--Retirement Plan Customer Service: Process Loan Applications, Distributions, other Account Processing--Outsourcing vendor management - developed best operating practices & communication procedures --Troubleshoot, Translate and Solve differences between Internal Systems and Outsourced Functions
Apr 2004 - Sep 2005
Audit, Compliance & Database Administrator
Investment Management & Trust dept.--Assisted Compliance/Operations Officer to Coordinate internal & extranal audits with regulators and staff --Performed and Developed internal Audits, and Reports to Management periodically--Customer Database Administration in Microsoft Access: CRM and Workflow Automation Tools--Made Recommendations for Improvements & Cost Reductions to Management--Provided Technical Training to department on new document imaging software
Jun 2002 - Apr 2004
Team & coworkers
Colleagues at The Bank of Missouri
Other employees you can reach at bankofmissouri.com. View company contacts for 286 employees →
SA
Suni A.
Colleague at The Bank Of MissouriGreater Columbia, Missouri Area, United States
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SD
Stacy Detweiler
Colleague at The Bank Of MissouriCape Girardeau, Missouri, United States
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PB
Pavan Balaram
Colleague at The Bank Of MissouriPerryville, Missouri, United States
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AP
Antonita Pickens
Colleague at The Bank Of MissouriMansfield, Texas, United States
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BG
Beth Guth
Colleague at The Bank Of MissouriPerryville, Missouri, United States
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KA
Krista Andrews
Colleague at The Bank Of MissouriSpringfield, Missouri, United States
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AB
Angel Bollinger
Colleague at The Bank Of MissouriCape Girardeau, Missouri, United States
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GK
Geoff Karr, Ctp
Colleague at The Bank Of MissouriColumbia, Missouri, United States
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BK
Brett K.
Colleague at The Bank Of MissouriSt Louis, Missouri, United States
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AV
Anissa Volansky
Colleague at The Bank Of MissouriPerryville, Missouri, United States
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Suni A.
Colleague at The Bank Of MissouriGreater Columbia, Missouri Area, United States
View →
SD
Stacy Detweiler
Colleague at The Bank Of MissouriCape Girardeau, Missouri, United States
View →
PB
Pavan Balaram
Colleague at The Bank Of MissouriPerryville, Missouri, United States
View →
AP
Antonita Pickens
Colleague at The Bank Of MissouriMansfield, Texas, United States
View →
BG
Beth Guth
Colleague at The Bank Of MissouriPerryville, Missouri, United States
View →
KA
Krista Andrews
Colleague at The Bank Of MissouriSpringfield, Missouri, United States
View →
AB
Angel Bollinger
Colleague at The Bank Of MissouriCape Girardeau, Missouri, United States
View →
GK
Geoff Karr, Ctp
Colleague at The Bank Of MissouriColumbia, Missouri, United States
View →
BK
Brett K.
Colleague at The Bank Of MissouriSt Louis, Missouri, United States
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AV
Anissa Volansky
Colleague at The Bank Of MissouriPerryville, Missouri, United States
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4 education records
Steve Spellman, Aif® education
Accredited Investment Fiduciary®
Broadridge Fi360 Solutions
Securities Licensed: Series 7 & 66, Investment Services
Finra
Bsba, Business Management
Graduate
Hickman High School, Columbia, Missouri
FAQ
Frequently asked questions about Steve Spellman, Aif®
Quick answers generated from the profile data available on this page.
What company does Steve Spellman, Aif® work for?
Steve Spellman, Aif® works for The Bank of Missouri.
What is Steve Spellman, Aif®'s role at The Bank of Missouri?
Steve Spellman, Aif® is listed as Senior Investment Officer at The Bank of Missouri at The Bank of Missouri.
Where is Steve Spellman, Aif® based?
Steve Spellman, Aif® is based in Columbia, Missouri, United States while working with The Bank of Missouri.
What companies has Steve Spellman, Aif® worked for?
Steve Spellman, Aif® has worked for The Bank Of Missouri, Northwestern Mutual, Kopn 89 5 Fm, Landmark Bank, and Central Trust & Investment Company.
Who are Steve Spellman, Aif®'s colleagues at The Bank of Missouri?
Steve Spellman, Aif®'s colleagues at The Bank of Missouri include Suni A., Stacy Detweiler, Pavan Balaram, Antonita Pickens, and Beth Guth.
How can I contact Steve Spellman, Aif®?
You can use AeroLeads to view verified contact signals for Steve Spellman, Aif® at The Bank of Missouri, including work email, phone, and LinkedIn data when available.
What schools did Steve Spellman, Aif® attend?
Steve Spellman, Aif® holds Accredited Investment Fiduciary® from Broadridge Fi360 Solutions.
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