Vice President, Senior Client Relationship Manager and Institutional Custody
UMB Financial Corporation is a financial services holding company headquartered in Kansas City, Mo.
Experienced financial services senior leader with a demonstrated history of working in global custody services. As a Certified Securities Operations Professional; I am skilled in Operations Management, Securities, Asset Management, Mutual Funds and Senior Management/Leadership roles. PROFESSIONAL LICSENSE & DESIGNATION Successful completion of the Series 6 Investment Company/Variable Contracts Exam September, 1998 Certified Securities Operations Professional (CSOP) designation through The Institute of Certified Bankers, July 2009. AWARDS: 8 time (2009-2017) U.S. Bank Securities Services Platinum Award Winner
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