Talk to sales Try for Free
Noelle Case, CTFA

Noelle Case, CTFA

Trust Clerk - SEASONAL

Followers of Noelle Case, CTFA320 followers
location of Noelle Case, CTFAColumbia, Missouri, United States

Connect with Noelle Case, CTFA to Send Message

Connect

Connect with Noelle Case, CTFA to Send Message

Connect

  • Timeline

  • About me

    Senior Vice President & Private Client Advisor at Commerce Trust, a division of Commerce Bank

  • Education

    • Central Missouri State University

      2000 - 2004
      Finance

      Activities and Societies: Delta Sigma Pi Economics and Finance Club

    • Central Missouri State University

      2000 - 2004
      Bachelor of Science (BS) Finance

      Activities and Societies: Delta Sigma Pi, Professional Business Fraternity (Pledge Educator) Economics and Finance Club (President)

  • Experience

    • Central Trust and Investment Company

      Jan 2000 - Jan 2003
      Trust Clerk - SEASONAL

      Seasonal work - holiday and summer breaks throughout college.

    • Wells Fargo

      Jan 2004 - Jan 2005
      Credit Manager

      Cross sale of financial products to customers.

    • The Commerce Trust Company, a division of Commerce Bank

      Apr 2005 - now
      Trust Officer

      The Commerce Trust Company, a division of Commerce Bank, provides investment, financial planning, trust administration and private banking services solutions to individuals and their families.

  • Licenses & Certifications

    • CTFA (Certified Trust and Financial Advisor)

      American Bankers Association
      Aug 2013