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Diane Wakefield
Svp | Director Of Private Banking, East Region at Commerce Trust
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Work Experience
Svp | Director Of Private Banking, East Region
Nov 2021 - Present · 3 years and 1 months
Sep 2017 - Oct 2021 · 4 years and 1 months
Svp, Region Manager| Private Banking, Trust & Wealth Management
May 2018 - Oct 2021 · 3 years and 5 months
Svp, Business Development Programs Manager | Private Banking, Trust & Wealth Management
Sep 2017 - Jun 2018 · 9 months
Company Details
501-1000 Employees
Commerce Trust is a division of Commerce Bank, providing specialized wealth management products and services to individuals, families, and institutional clients in wealth planning, investment management, private banking, and trust services. With over 100 years of wealth management experience, world-class capabilities, and unparalleled service, Commerce Trust has earned a reputation as one of the premier investment companies in the United States. Commerce Trust offers the products and services of a large national organization and possesses world-class resources located in-house, while still maintaining a service model of a boutique investment advisor. Commerce Trust is ideal for individuals, families, and institutions looking for comprehensive wealth management services, as well as a strong relationship with their trusted financial advisors.
Year Founded
1906
Social Media
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Industry
Investment Management
HQ Location
1000 Walnut St Kansas City, Missouri 64106, US
Keywords
Investment ManagementWealth ManagementInstitutional Asset ManagementTrust ServicesEstate ServicesPrivate BankingFoundation ServicesRetirementNon-Profit ServicesFinancial Advisors
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