Stephen Pool Email & Phone Number
Director of Portfolio Management - West Region @ Commerce Trust
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Stephen Pool Location
- Leawood, KS, US
Stephen Pool Work
- 2025 -now Director of Portfolio Management - West Region @
- 2022 -2025 Senior Vice President, Portfolio Manager Team Lead @
- 2019 -2025 Vice President, Sr. Portfolio Manager @
- now Portfolio Manager @
- now Investment Analyst @
- now Manager of Financial Research @
- now Equity Research Analyst @
- now Sr. Financial Analyst @
- now Account Services Representative @
- now Adjunct Professor ~ Bloch School of Business @
- 2004 -2008 Adjunct Professor @
Stephen Pool Education
- University of Missouri-Kansas City
Graduate Certificate (Financial Planning)
2000-2001 - Avila University
MBA (International Business)
1995-1997 - Truman State University
BA (Economics / Finance)
1987-1991
Stephen Pool Skills
- Portfolio Management
- Investments
- Valuation
- Equities
- Equity Research
- Mutual Funds
- Analysis
- Investment Strategies
- Asset Management
- Financial Analysis
- Asset Allocation
- Economics
- Venture Capital
- Asset Managment
- Financial Modeling
- Alternative Investments
- Strategic Financial Planning
- Private Equity
- Financial Planning
- Investment Management
Stephen Pool Summary
- Stephen Pool, based in Leawood, KS, US, is currently a Director of Portfolio Management - West Region at Commerce Trust. Stephen Pool brings experience from previous roles at Commerce Trust and American Century Investments. Stephen Pool holds a 2000 - 2001 Graduate Certificate in Financial Planning @ University of Missouri-Kansas City. With a robust skill set that includes Portfolio Management, Investments, Valuation, Equities, Equity Research and more. Stephen Pool has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Commerce Trust Employees
Angie Ackerman
Vice President, Private Banking Relationship Manager
St. Louis, MO, US
Lyle Johnson
Senior Vice President and Market Executive
Columbia, MO, US
David Hagee
Chief Investment Officer
St. Louis, MO, US
Michael Foster
Senior Vice President - Private Client Advisor
St. Louis, MO, US
Brad Landsbaum
Senior Vice President - Private Client Advisor
St. Louis, MO, US
Eric Beckerle
Vice President
Kansas City, MO, US
Genny Pointer
Vice President, Business Process Manager
Independence, MO, US
Paul Zietlow
Chief Operating Officer
Kansas City, MO, US
Michael Graham
Senior Vice President, Director - Insurance Premium Finance
Kansas City, MO, US
Jeremy Taylor
Vice President
Kansas City, MO, US
David Hertlein
Vice President - Sr. Private Banking Relationship Manager
St. Louis, MO, US
Diane Steinkamp
Vice President, Privately Held Investment Manager
St. Louis, MO, US
Michael Brandeberry
Vice President, Senior Financial Planner
Kansas City, MO, US
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