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Role and Company
SVP/Financial Services, UMB Financial Services, Inc.
Expertise
20 years experience in financial services
Location
Saint Louis, MO
About Karen
I'm a Certified Financial Planner. I've been a Financial Advisor for 20 years.. I hold a Bachelor's Degree in Economics. In the past I was a Volunteer Instructor at the TAP program at Scott Air Force Base. Prior to entering financial services I was a licensed real estate broker for 12 years.
Karen has volunteered to be available for private messages. Feel free to send a conversational message but remember to be succinct and mindful of the other person’s time.
4 years ago
Let me make sure I understand what your asking. In you current position you are working with an organization and...