Private Wealth Management - Senior Associate @ UMB Financial Services, Inc. (November 1999 - August 2013)
Becky Bone Education
University of Missouri-Saint Louis
BS (Business Adminstration)
1996-1997
Barry HS 1989-1992
Becky Bone Skills
Series 65
Series 63
Wealth Management
Relationship Management
Uniform Combined State Law
Qualified Retirement Plans
401k
Employee Education
Employee Enrollment
Series 7
Financial Services
Mutual Funds
Insurance
Investments
Fixed Annuities
Life Ins Lic
QKA
AIF
Marketing
Microsoft Office
Financial Analysis
Strategy
Becky Bone Summary
Becky Bone, based in St. Louis, MO, US, is currently a Retirement Plan Advisors - Relationship Manager at Plancorp, LLC. Becky Bone brings experience from previous roles at UMB Financial Services, Inc.. Becky Bone holds a 1996 - 1997 BS in Business Adminstration @ University of Missouri-Saint Louis. With a robust skill set that includes Series 65, Series 63, Wealth Management, Relationship Management, Uniform Combined State Law and more. Becky Bone has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Becky Bone?
Find contact details for 700 million professionals.