Marcus Meston Email & Phone Number
Senior Vice President | UMB Private Bank | Private Wealth Management Group @ UMB Bank
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Marcus Meston Location
- Denver, CO, US
Marcus Meston Work
- Senior Vice President | UMB Private Bank | Private Wealth Management Group @ (February 2025 - Present)
- Senior Vice President | Private Wealth Banking Manager | Private Wealth Management Group @ (January 2022 - January 2025)
- Senior Vice President | Private Wealth Banker III | Private Wealth Management Group @ (January 2020 - December 2021)
- Vice President | Private Wealth Banker II | Private Wealth Management Group @ (July 2016 - December 2019)
- Client Relationship Manager II | Business Banking @ (March 2013 - July 2016)
- Private Client Manager II | Personal Services Group | Investment Management @ (January 2010 - January 2013)
- Financial Service Representative @ (January 2009 - January 2010)
- Banking Sales Representative @ (January 2008 - January 2009)
- Lead Teller @ (January 2006 - January 2008)
Marcus Meston Skills
- Portfolio Management
- Mutual Funds
- Microsoft Excel
- Microsoft Word
- Customer Service
- Huthwaite SPIN Selling
- Sales
- Outlook
- Credit
- Investments
- Banking
- Loans
- Retail Banking
- Consumer Lending
- Home Equity Loans
- Home Equity Lines of Credit
- Finance
- Small Business Lending
- Commercial Lending
- Mortgage Lending
- Relationship Management
- Lines Of Credit
- Wealth Management
- Loan Origination
- Financial Services
- Investment Properties
Marcus Meston Summary
- Marcus Meston, based in Denver, CO, US, is currently a Senior Vice President | UMB Private Bank | Private Wealth Management Group at UMB Bank. Marcus Meston brings experience from previous roles at Citywide Banks and UMB Bank. With a robust skill set that includes Portfolio Management, Mutual Funds, Microsoft Excel, Microsoft Word, Customer Service and more. Marcus Meston has 3 emails and 1 mobile phone numbers on RocketReach.
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