Uma has been in the financial services industry for more than 20 years, using creativity and technology to develop innovative and game-changing products. She is passionate about developing product strategy, plans and roadmaps that define our bank’s payments/cards, lending, channel, digital and depositary solutions. Uma joined UMB Bank 13 years ago ...
#FinancialServices#DigitalProducts#BusinessTransformation#BusinessExecution#BankProductManagement#BusinessPlanDevelopment#ProductRoadmaps#Payments#CARD#LendingAs a financial planner, Kim is responsible for creating dynamic plans for individuals, families and business owners. As part of the wealth team, she helps clients identify their life priorities, and assists them with formulating a plan to meet their specific needs while helping them find direction and meaning through the process of wealth accumulat...
#Retirement#RetirementSaving#FinancialPlanning#WealthManagementEric Kelley serves as UMB’s chief investment officer (CIO). As CIO, Kelley will oversee the company’s private wealth management investment team, including the newly created portfolio construction team, which identifies personalized investment opportunities for clients. With Kelley’s direction, the investment team will continue to elevate its offeri...
#Banking#InvestmentBanking#FixedIncome#WealthManagement#CIO#FinancialOutlook#StockMarket#FinancialPlanning#EconomyAs regional manager, Zach leads a team responsible for the acquisition, growth, and support of new and existing customer relationships. Zach’s team covers clients in Colorado, Arizona and Utah. The team also partners with regional and department leaders of Commercial Banking, Business Banking, Private Wealth and Consumer Banking. Additionally, Zach...
#Banking#PrivateBanking#PersonalFinance#Budgeting#FamilyFinances#SavingsLiz is President Consumer Banking / Chief Marketing Officer at UMB Bank who is a leading provider of financial services for individuals and institutions. She's skilled in Business Strategy, Sales Management, and Business Relationship Management.
#PresidentConsumerBanking#ChiefMarketingOfficer#BusinessStrategy#SalesManagement#BusinessRelationshipManagement#Strategy#RetailBanking#Banking#Budgets#CommercialBanking