![Joe Sweeny](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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 Investment ManagersFinance Operates as a wealth management and non-depository trust company | 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 TWM’s general investment strategy, consistent with the tenets of modern portfolio theory, is to attempt to reduce risk and volatility by building globally diversified portfolios. To implement this strategy, the firm typically creates portfolios consisting of securities such as individual equities, bonds, mutual funds, ETF’s and other investment products and opportunities. When creating portfolios, they allocate the client's assets among various investments taking into consideration the overall management style selected by the client and the platform where the assets are held. In addition to diversified portfolios, TWM also specializes in managing assets using very specific investment styles. | Gestionnaire de Portefeuille-Actions | 31/12/2018 |
UMB Bank, NA
 UMB Bank, NA Major BanksFinance Provides commercial banking services | Corporate Officer/Principal | 31/12/2002 |
Shearson American Express
 Shearson American Express Investment Banks/BrokersFinance Provides investment banking services | Corporate Officer/Principal | - |
Security National Bank (Private Banking)
 Security National Bank (Private Banking) Investment ManagersFinance Security National Wealth Management designs portfolios to achieve client’s specific goals while minimizing risk. They offer diverse and flexible investment options to fit any style. | Corporate Officer/Principal | - |
Formation de Joe Sweeny
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
39
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Country Club Trust Co., NA
Country Club Trust Co., NA Investment ManagersFinance Operates as a wealth management and non-depository trust company | Finance |
UMB Bank, NA
UMB Bank, NA Major BanksFinance Provides commercial banking services | Finance |
Tower Wealth Managers, Inc.
Tower Wealth Managers, Inc. Investment ManagersFinance TWM’s general investment strategy, consistent with the tenets of modern portfolio theory, is to attempt to reduce risk and volatility by building globally diversified portfolios. To implement this strategy, the firm typically creates portfolios consisting of securities such as individual equities, bonds, mutual funds, ETF’s and other investment products and opportunities. When creating portfolios, they allocate the client's assets among various investments taking into consideration the overall management style selected by the client and the platform where the assets are held. In addition to diversified portfolios, TWM also specializes in managing assets using very specific investment styles. | Finance |
Security National Bank (Private Banking)
Security National Bank (Private Banking) Investment ManagersFinance Security National Wealth Management designs portfolios to achieve client’s specific goals while minimizing risk. They offer diverse and flexible investment options to fit any style. | Finance |
University of Missouri
 University of Missouri Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Antioch University
 Antioch University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Shearson American Express
Shearson American Express Investment Banks/BrokersFinance Provides investment banking services | Finance |
