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Billie McClain
Corporate Officer/Principal presso Country Club Trust Co., NA
Provenienza dei contatti di primo grado di Billie McClain
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
Country Club Trust Co., NA
![]() Country Club Trust Co., NA Regional BanksFinance Country Club Trust Co. NA provides investment advice services. It provides mergers and acquisitions, capital raising and other corporate finance alternatives. The company was founded on March 8, 2002 and is headquartered in Prairie Village, KS.
16
| Subsidiary | Regional Banks | 16 |
Tower Wealth Managers, Inc.
![]() Tower Wealth Managers, Inc. Investment ManagersFinance Tower Wealth Managers, Inc. (TWM) is an investment advisory firm headquartered in Kansas City, Missouri. The firm was founded in 2007 and they are a subsidiary of Country Club Trust Co., NA., ultimately owned by CCB Financial Corp. TWM provides services directly to their own retail and institutional clients, and to clients of other entities though sub-advisory agreements with those entities.
10
| Extinct | Investment Managers | 10 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Billie McClain tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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CERNER CORPORATION | Packaged Software | Corporate Officer/Principal | |
State Street Bank & Trust Co.
![]() State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal | |
Westchester Capital Management, Inc.
![]() Westchester Capital Management, Inc. Investment ManagersFinance Founded in 1980 by William Green, Westchester Capital Management, Inc. is located in Valhalla, New York. The firm is also known as Green & Smith Investment Management LLC. In December 2010 the firm's investment portfolio was taken over by their successor firm, Westchester Capital Management LLC. | Investment Managers | Corporate Officer/Principal | |
University of Nebraska | College/University | Undergraduate Degree | |
American Century Investment Management, Inc.
![]() American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Financial Counselors, Inc.
![]() Financial Counselors, Inc. Investment ManagersFinance Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co. | Investment Managers | Chief Executive Officer Analyst-Equity | |
The Central Trust Bank (Jefferson City, Missouri)
![]() The Central Trust Bank (Jefferson City, Missouri) Regional BanksFinance The Central Trust Bank provides banking services. The firm offers banking, brokerage, wealth and cash management and financial planning services. The company was founded in September 1902 and is headquartered in Jefferson City, MO. | Regional Banks | Corporate Officer/Principal | |
UMB Bank & Trust, NA
![]() UMB Bank & Trust, NA Regional BanksFinance Part of UMB Financial Corp., UMB Bank & Trust, NA is a financial institution that offers personal banking services such as checking and savings accounts, credit services, investing, and wealth management. The company is based in Kansas City, MO. The company also provides strategic planning and investment advisory services for families of significant wealth, with a focus on helping clients plan for their lasting impact. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Country Club Bank (Kansas City, Missouri)
![]() Country Club Bank (Kansas City, Missouri) Regional BanksFinance Country Club Bank (Kansas City, Missouri) provides banking services. Its personal banking services include checking accounts, direct deposit, overdraft protection, and online banking; savings accounts, including certificates of deposit and health savings. The company was founded by Byron Thompson in 1953 and is headquartered in Kansas City, MO. | Regional Banks | Director/Board Member Corporate Officer/Principal | |
Stern Bros. & Co.
![]() Stern Bros. & Co. Investment Banks/BrokersFinance Stern Bros. & Co. deals in securities. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of Notre Dame | College/University | Undergraduate Degree | |
UMB Bank, NA
![]() UMB Bank, NA Major BanksFinance UMB Bank, NA engages in provision of banking and financial services. It offers private wealth management, commercial, personal and business banking services. Its services include credit cards, overdraft enrollment, mortgages, loan calculator, investment tools, podcasts, and health savings accounts. The company was founded on August 28, 1902 and is headquartered in Kansas City, MO. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
DeMarche Associates, Inc.
![]() DeMarche Associates, Inc. Investment ManagersFinance DeMarche Associates, Inc. provides investment advice. The private company is based in Overland Park, KS. | Investment Managers | Corporate Officer/Principal | |
American Century Investments Value Yield LLC
![]() American Century Investments Value Yield LLC Miscellaneous Commercial ServicesCommercial Services American Century Investments Value Yield LLC provides asset management services. The company is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal Founder | |
Commerce Bank (Investment Management)
![]() Commerce Bank (Investment Management) Investment ManagersFinance Commerce Bank (Investment Management) (Commerce Bank-IM) is the investment management division of Commerce Bank, a regional bank headquartered in Kansas City, Missouri. The firm was founded in 1865 and is ultimately owned by Commerce Bancshares, Inc. (NASDAQ: CBSH), a multi-bank holding company. Commerce Bank-IM offers advice, products, and an array of investment options to various clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Security National Bank (Private Banking)
![]() Security National Bank (Private Banking) Investment ManagersFinance Security National Bank (Private Banking) (dba Security National Wealth Management) is the private banking division of Security National Bank, a locally owned bank headquartered in Sioux City, Iowa. The firm was founded in 1884 and is a subsidiary of Security National Corp. (OTCMKTS: SNLC). Security National Wealth Management offers highly customized investing plans for client’s specific life goals and financial needs over generations. | Investment Managers | Corporate Officer/Principal | |
Rockhurst University | College/University | Masters Business Admin | |
University of Missouri | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
Fairfield University | College/University | Undergraduate Degree | |
Pittsburg State University | College/University | Undergraduate Degree | |
Southern Illinois University | College/University | Masters Business Admin | |
University of Arizona | College/University | Masters Business Admin | |
University of Iowa | College/University | Undergraduate Degree | |
University of Kansas | College/University | Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin | |
First National Bank (Ames, Iowa)
![]() First National Bank (Ames, Iowa) Major BanksFinance First National Bank is a nationally chartered commercial bank. The firm offers personal, business banking services including digital banking, checking, cards, video banking, mortgage, auto, personal loans and online banking. It has offices in Ames, Ankeny, Johnston and West Des Moines. The company was founded by Sandor W. Shapery in 1903 and is headquartered in Ames, IA. | Major Banks | Corporate Officer/Principal | |
Kurukshetra University | College/University | Graduate Degree | |
Antioch University | College/University | Graduate Degree | |
Morningstar, Inc. (Research)
![]() Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Analyst-Equity | |
The University of Alabama at Birmingham | College/University | Graduate Degree | |
E.F. Hutton & Co., Inc.
![]() E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Financial Conglomerates | Corporate Officer/Principal | |
Bank of America, NA (Private Banking)
![]() Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Ernst & Young Capital Advisors LLC
![]() Ernst & Young Capital Advisors LLC Investment Banks/BrokersFinance Founded in 2009, Ernst & Young Capital Advisors LLC is an SEC-registered broker/dealer headquartered in Chicago, Illinois. The firm is affiliated with Ernst & Young LLP. Ernst & Young Capital Advisors provides an array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal | |
The Martin J. Whitman School of Management | College/University | Undergraduate Degree | |
Shearson Financial Services LLC
![]() Shearson Financial Services LLC Investment Banks/BrokersFinance Shearson Financial Services LLC is an SEC-registered investment broker/dealer located in Boca Raton, Florida. The firm is a member of FINRA, NYSE Arca, Inc. and the SIPC. Shearson Financial Services is a value-oriented investment firm that focuses on a wide variety of securities and insurance products. They employ a comprehensive value-seeking approach that emphasizes risk aversion. All of the firm's investments are independently valued prior to the making of investment selection decisions. As a general rule for their bond accounts, broad diversification is primary. Shearson Financial Services invests mainly in investment grade instruments. For their equity accounts, they focus on a limited number of securities they believe have a compelling value. The firm utilizes fundamental and technical analysis of these positions on a regular basis. Their non-proprietary products and services represent what they believe to be core, fundamental strategies for serious investors. Shearson Financial Services seeks to mitigate risk by following independent, disciplined investment strategies which they believe will be less volatile over time than investment strategies offered by other financial institutions. Shearson Financial Services products and services include: (1) OTC corporate equity securities (2) corporate debt securities (3) retail mutual funds (4) U.S. government securities (5) municipal securities (6) variable life insurance and annuities (7) puts, calls and option writing (8) investment advisory services (9) serving as a non-exchange member arranging for transactions in securities listed by an exchange member(10) collateralized mortgage obligations (CMOs) and (11) the sale of interests in mortgages or other receivables including MBS. | Investment Banks/Brokers | Corporate Officer/Principal | |
Creative Planning LLC
![]() Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Investment Managers | Corporate Officer/Principal | |
U.S. Bank, NA (Cincinnati Ohio)
![]() U.S. Bank, NA (Cincinnati Ohio) Major BanksFinance U.S. Bank NA engages in operation of a commercial bank that offers loans and depositary services. The company is headquartered in Cincinnati, OH. | Major Banks | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
Stati Uniti | 46 |
India | 2 |
Settori
Finance | 30 |
Consumer Services | 15 |
Technology Services | 2 |
Commercial Services | 2 |
Posizioni
Corporate Officer/Principal | 53 |
Undergraduate Degree | 17 |
Portfolio Manager-Equities | 11 |
Masters Business Admin | 8 |
Graduate Degree | 8 |
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