We found the following information about Bob Paredes at Bkd Wealth Advisors, where this expert has worked as a Director since 2019. Bob's total work experience is over 18 years, during which time this person had at least six jobs at different companies to develop professional skills. Bob studied at the University of Missouri - Kansas City School of Law from 2004 to 2005. Bob Paredes currently lives in Birmingham, Alabama. You can contact with Bob by searching for phone or email or get exhaustive info by requesting access to this person's additional details.
Name variants:
Robert Paredes
Last updated Jul 04, 2024
Contact Information
Last Update
Jul 11, 2022
Email
bo**@umb.com, ro**@gmail.com
Location
Birmingham, AL
Company
Workplace
Colleagues
Work History
Senior Vice President and Director of Trust
7280 northwest 87Th Ter SUITE 300, Kansas City, MO 64155
Responsible for oversight of administration of trusts, IRA's, investment management accounts by trust administrators.
Develop policies and procedures to formalize trust operations.
Genera...
Apr 2018 — Dec 2018
Vice President, Senior Trust Advisor at Umb Private Wealth Management
1010 Grand Ave, Kansas City, MO 64114
Administer a book of business consisting of high net worth relationships.
Counsel clients on a variety of tax, business and estate planning matters.
Assist various sales teams in developi...
Mar 1, 2012 — Apr 2018
Vice-President and Financial Advisor
150 north Meramec St, Clayton, MO 63118
Aug 2008 — Jan 2010
Education
1997 — 2000
1994 — 1996
1993 — 1994
1989 — 1993
Occupations
Executive
Director
Accountant
Finance and Accounting Specialist
Senior Vice President
Business Development Manager
Operations Manager
Accounting Bookkeeper
Bookkeeper
Vice President
Chief Executive
Skills
Estate Planning
Banking
Succession Planning
Business Formation
Wealth Management
Board of Director Experience
Llc
Estate Administration
Personal Trust Administration
Trusts
Securities
High Net Worth Individuals
Estate Tax Planning
Investments
Wealth Management Services
Retirement Planning
Board of Directors
Financial Planners
Retirement
Trust Services
Financial Analysis
Financial Advisory
Wealth
Finance
Asset Allocation
Relationship Management
Financial Planning
Management
Sales
Leadership