UMB Financial Corporation (Nasdaq: UMBF) is a financial services company headquartered in Kansas City, Missouri. UMB offers commercial banking, which includes comprehensive deposit, lending and investment services, personal banking, which includes wealth management and financial planning services, and institutional banking, which includes asset servicing, corporate trust solutions, investment banking, and healthcare services. UMB operates branches throughout Missouri, Illinois, Colorado, Kansas, Oklahoma, Nebraska, Arizona and Texas. As the company’s reach continues to grow, it also serves business clients nationwide and institutional clients in several countries.
As director of sales and delivery, Jim is responsible for sales strategy and execution, as well as oversight of relationship management and financial planning. He has over 20 years of experience in Financial Services Management,
John McQueen is senior financial analyst at UMB Bank, n.a. Capital Markets Division. He is responsible for advising clients regarding asset/liability management (ALM) strategies, interest rate risk measurement issues and fixed-income portfolio strategies.
Steven Winget works as a fixed income specialist in the Investment Banking Division offering transaction and portfolio services for banks, institutions, financial advisors and high-net worth individuals.
Michael Gros III works as a fixed income specialist in the Investment Banking Division and is responsible for balance sheet financial analysis and asset liability management.
Mike oversees the Investor Services & Transfer Agency for UMB Fund Services. He has worked in the financial services industry since 1990. Before joining UMBFS, Mike was the head of alternative product solutions at Envision Financial Systems. Before Envision, he was the senior director of software development and operations for DST Systems, where he worked for more than 28 years. Mike earned a bachelor’s degree in computer science from Iowa State University and holds a certificate in data science and applied analytics from Rockhurst University.
Terri is responsible for delivering customized financial planning with an emphasis on the areas of risk management, investing and wealth transfer. She constructs a team of UMB advisors around the specific needs of her clients to deliver holistic financial solutions.
