Joe Sweeny
Corporate Officer/Principal chez Country Club Trust Co., NA
Profil
Joseph Patrick Sweeny is currently a Senior Vice President at Country Club Trust Co., NA.
Previously, he worked as a Principal at UMB Bank, NA from 1993 to 2002.
From 2007 to 2018, he served as a Senior Vice President at Tower Wealth Managers, Inc. He also held positions as a Principal at Security National Bank (Private Banking) and Shearson American Express.
Mr. Sweeny obtained his undergraduate degree from the University of Missouri and his graduate degree from Antioch University.
Postes actifs de Joe Sweeny
| Sociétés | Poste | Début |
|---|---|---|
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. | Corporate Officer/Principal | 01/01/2003 |
Anciens postes connus de Joe Sweeny
| Sociétés | Poste | Fin |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 31/12/2018 |
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. | Corporate Officer/Principal | 31/12/2002 |
| Shearson American Express | 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. | Corporate Officer/Principal | - |
Formation de Joe Sweeny
| University of Missouri | Undergraduate Degree |
| Antioch University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
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. | Finance |
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. | Finance |
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. | Finance |
| Shearson American Express | Finance |
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. | Finance |
