James Curry is vice president/key account manager of distribution services for UMB Fund Services. He assists clients with sales distribution efforts and consults on intermediary relationships, maintaining relationships with platform providers and gatekeepers who facilitate selling agreement execution and operational onboarding processes. With more than 20 years of industry experience, James brings extensive knowledge of share class structures, supermarket platforms, broker-dealer sales channels, intermediary compensation processes and NSCC Fund/SERV trading. He is a registered representative of UMB Distribution Services with Series 6 and 63 licenses.
Financial Analyst at UMB Bank
Stacy King joined UMB in 2013 and is senior vice president and director of operations for UMB Healthcare Services. She is responsible for directing daily operations of functional departments within the division, including banking operations, card operations, service center and compliance.
As the Director of Private Bank, David is responsible for the growth and
support of new customer relationships as well as supervision of regional sales
associates. He is also responsible for oversight and delivery of the financial
planning discipline with the region.
Beth Cronenweth joined UMB in 2021 and serves as senior vice president, payments group product manager. She has more than 35 years in the financial service industry.
Greg Carasik joined UMB in 2006 and serves as executive director of Capital Finance. He has more than 25 years in commercial finance.
Doug Motl joined UMB in 2019 and serves as executive vice president and director of originations in the Capital Finance group. He has more than 25 years of experience in the financial services industry.
Melissa Schaap, M.Ed., has been the corporate partnerships manager for Denver Botanic Gardens for 2.5 years. Here, she shares how the Gardens has pivoted its programming to continue providing value to the Colorado community and the role UMB has played.
Jake Zornes is a managing director in UMB Fund Services’ Alternative Investments office in Ogden, Utah. He manages a team responsible for product development for the firm’s proprietary software, AltPro®. In addition, he assists with business development activities, including product demonstrations for prospective clients. Jake has worked in the fund industry since 2007, including more than eight years with UMB. He holds a finance degree and an MBA, and is a certified public accountant.