FIRST ST. LOUIS SECURITIES - Key Persons
Job Titles:
- CEO
- Member of the Traders Team
- President
- President / CEO / St. Louis, MO
A.W. Spellmeyer, President/CEO began his career with First Bankers' Banc Securities, Inc. (FBBS), formerly First St. Louis Securities, Inc., in July of 2004 as an assistant trader. He has actively traded in federal agencies, corporate debt, brokered C.D.'s and mortgage-backed securities. A.W. has received several promotions while employed with the investment firm, most recently to President in October of 2015. He added CEO to his title in March of 2016.
He was added to the board of directors of Bankers' Banc Investment Services and First Bankers' Banc Securities, Inc. in the fall of 2015. He was appointed as an advisory director to the Midwest Independent Bancshares, Inc. holding company board and as an advisory director for Midwest Independent BankersBank in March of 2016.
A.W. has been an instructor at the Missouri Bankers Association School of Bank Management since 2016. He has written numerous articles and is a frequent speaker regarding investments and interest rate risk for many banking associations.
He is a graduate of Saint Louis University's Cook School of Business where he received his undergraduate degree in Economics in May of 2004. While at St. Louis University, he was a member of Phi Kappa Theta Fraternity and proudly helped to restart the economics club.
Job Titles:
- Managing Director
- Member of the CD Underwriting Structured Products Team
- Managing Director / St. Louis, MO
Ardi joined First Bankers' Banc Securities (FBBS) in November 2020 to help build out the Structured Product and Brokered Deposit platform focusing on distributing products to private banks, credit unions, investment advisors and broker dealers.
Prior to joining FBBS, he served as a Managing Director on the Structured Product and Brokered CD Underwriting and Distribution desk at Piper Sandler. He previously worked in a similar role at First Empire/Stifel and Bank Hapoalim. Ardi's long-term focus on swaps and derivatives gives the team a solid foundational expertise to deliver efficient funding to our issuers and high quality products to our clients.
Ardi has a Bachelors degree in Electrical Engineering from the University of California, San Diego.
Job Titles:
- Member of the Traders Team
- Vice President
- Vice President / St. Louis, MO
Bobby Scheetz joined First Bankers' Banc Securities, Inc. in January 2011. Currently, he trades brokered Certificates of Deposit and U.S. government agencies. In addition, Bobby assists in the trading of mortgage-backed securities, corporate notes and municipal bonds. Bobby was promoted to Vice President in 2021.
Bobby graduated from the University of Missouri-Saint Louis in December 2010, with a Master of Arts in Economics and has an undergraduate degree in Personal Financial Planning from the University of Missouri-Columbia.
Job Titles:
- Assistant Vice President
- Assistant Vice President / St. Louis, MO
Brea began her employment with First Bankers' Banc Securities, Inc. (FBBS), formerly First St. Louis Securities, Inc., in October 2008 as an Operations Specialist. In 2010, she received additional responsibilities to begin working with the new bond portfolio accounting system as a portfolio specialist which the company's community bank customers utilize. In January 2021, Brea was promoted to Assistant Vice President. She is now assisting in both Operations and Portfolio areas.
Brea attended Missouri Baptist University in St. Louis where she graduated magna cum laude with a Bachelor of Science degree in Business Administration.
Job Titles:
- Member of the Traders Team
- Vice President
- Vice President / Trader
- Vice President / Trader / St. Louis, MO
Brian Roscoe is a Vice President/Trader with First Bankers' Banc Securities, Inc. (FBBS). His responsibilities include positioning and trading of taxable fixed income securities.
Brian comes to FBBS with close to 20 years of experience as a trader, holds FINRA Series 7 & 66 licenses, and was the recipient of the Excellence First Award for Outstanding Service to Financial Advisors.
He graduated from Truman State University in Kirksville, Missouri in 2002, with a Bachelor of Science degree in Accounting.
Job Titles:
- Vice President
- Vice President / St. Louis, MO
Cheryl Boyer began her employment with First Bankers' Banc Securities, Inc. (FBBS), (formerly First St. Louis Securities, Inc.), in June, 2000. She has been employed with FBBS over 20 years working in all aspects of the operations department. In 2008, she was tasked to implement a new bond portfolio accounting system for the company's community bank customers to utilize. Cheryl was promoted in 2009 to Assistant Vice President and manager of the bond portfolio accounting department. In 2015, she was promoted to her current title of Vice President.
Cheryl attended William Woods College in Fulton, Missouri on a full softball scholarship. She graduated in 1990 with a Bachelor's degree in Business Administration with an emphasis in Computer Information Systems.
Christy Haedike - Chief Compliance Officer, VP
Job Titles:
- Chief Compliance Officer
- Vice President
- Member of the Two of the FINRA Testing
- Vice President / Chief Compliance Officer / St. Louis, MO
Christy Haedike joined First Bankers' Banc Securities, Inc. in September 2020 as the Vice President/Chief Compliance Officer. She is based in the St. Louis, Missouri office. Christy has over 27 years of experience in the financial services industry.
Haedike started her career in 1994 as a financial advisor, by opening a new branch office for Edward Jones in Carlyle, Illinois. She moved to St. Louis in 1995 after accepting a management position in the Home Office of Edward Jones. In 1997, she was named the Chief Compliance Officer for FFP Securities and FFP Advisory where she was responsible for establishing, documenting and enforcing all compliance processes and procedures in accordance with SEC, FINRA, MSRB and state regulations. Christy has also acted as Chief Compliance Officer, AML Officer, Privacy Officer, as well as other compliance roles for the following firms: First Allied, EverBank Wealth Management, EverTrade Direct Brokerage and TIAA.
She graduated from the University of Illinois in Champaign/Urbana, Illinois, with a Bachelor of Science degree.
Christy has been an active committee member for two of the FINRA Testing and Standard Committees since 1995. The committees are composed of individuals from the industry, SRO staff and SRO members including staff from the MSRB, CBOE, NYSE and FINRA. The committees advise FINRA's Testing and Continuing Education Department regarding the content of all qualification examinations.
Job Titles:
- Member of the Traders Team
- Vice President
- Vice President / Trader
- Vice President / Trader / St. Louis, MO
Courtney Kiefer is a Vice President/Trader with First Bankers' Banc Securities, Inc. (FBBS) in the St. Louis, Missouri office. Her main emphasis is on municipal bonds, positioning and trading securities in the secondary markets and underwriting.
Courtney came to FBBS in 2015 and has nearly 15 years of experience in fixed income securities. Professional memberships include St. Louis Municipal Bond Club and Series 7, 63, 53 and 24 licenses. She graduated from the University of Missouri in 2007 with a Bachelor of Science degree in Finance & Marketing.
Job Titles:
- Member of the Sales Team
- Vice President
- Vice President / St. Louis, MO
- Vice President With
Dan Hagemann is a Vice President with First Bankers' Banc Securities, Inc. in the St. Louis, Missouri office. Dan works with a variety of accounts to create valuable, customized fixed income solutions. He takes the time to listen and truly understand each customer's needs and preferences, focusing on building long- term relationships.
Dan combines extensive product knowledge with his ability to work with others. He began his career in bonds working on the municipal bond trading desk for Edward Jones in 1999, after graduating magna cum laude from Westminster College in Fulton, Missouri with a degree in Finance. From 2004 through 2015, Dan was an institutional fixed income salesperson for Stern Brothers in St. Louis.
Dan joined First Bankers' Banc Securities, Inc. in the summer of 2015 as a Vice President of Sales and continues to work with a variety of institutional accounts including banks, trust departments and institutional money managers.
Job Titles:
- Member of the Sales Team
- Senior Vice President
- Inc. As an Account Executive
- Senior Vice President / St. Louis, MO
David Glasser first joined First Bankers' Banc Securities, Inc. as an account executive in June of 2003. Prior to joining FBBS, David was employed as a municipal bond trader at Edward Jones and Company where he was responsible for the municipal bond inventory for eight states throughout the Midwest, as well as zero-coupon bonds east of the Mississippi River.
David has expanded First Bankers' Banc Securities, Inc. coverage into Iowa, Nebraska and Illinois as well as developing relationships throughout the Midwest.
He is a graduate of Washington University's Olin School of Business where he received his undergraduate degree in May of 2000.
Job Titles:
- Member of the Sales Team
- Vice President
- Vice President / Denver, CO
Dewey Kerner was promoted to Vice President in January 2020 and works in our Denver, Colorado office. Mr. Kerner assists a variety of banks, trust companies and wealth managers with investment services. Dewey assesses the needs of every institution from a granular portfolio perspective as well as the overall balance sheet structure. He is very active in the banking associations throughout the Western states he serves.
He previously deployed his specialized skill set in the mortgage industry as an accomplished Mortgage Loan Officer with American Equity Mortgage.
Dewey is a 2019 graduate of the Iowa School of Banking. He also graduated from Eastern Illinois University in Charleston with a degree in Biological Sciences.
He joined First Bankers' Banc Securities, Inc. in the fall of 2016 where he was mentored by the President, A.W. Spellmeyer.
Job Titles:
- Assistant Vice President
- Assistant Vice President / St. Louis, MO
Dianne McDonald began her career at First Bankers' Banc Securities, Inc. (FBBS), formerly First St. Louis Securities, Inc., in January 2000 as an Operations Specialist. Her duties include ensuring timely and accurate trade input, as well as comparisons with the dealers. Dianne is also responsible for opening Retail and Institutional accounts, and customer service to clients. She also provides support to compliance ensuring appropriate disclosures to customers. Dianne supplies comprehensive support to the traders and sales staff.
In January 2021, Dianne was promoted to Assistant Vice President.
Dianne previously attended Maryville College in St. Louis.
Job Titles:
- Member of the Sales Team
- Vice President
- Vice President / Austin, TX
Dustin Bonnett joined First Bankers' Banc Securities, Inc. in December 2019, and is based in Austin, TX. He has been a licensed investment representative since August 2012. His clients include banks, trusts, insurance companies, money managers and investment advisors. Today, he specializes in fixed income products with a focus on municipal, corporate, government agency, MBS, CMO, CMBS and CD's.
He began his financial career in July 2007 with Wells Fargo & Company in Des Moines, Iowa. As a mortgage consultant, he advised on various products to customers throughout the United States. During that time, he also obtained a Graduate Certificate in Family Financial Planning from Iowa State University, which contains the core competencies for the CFP exam. Dustin subsequently moved to Austin, Texas where he completed a training program with Maverick Trading and began trading equity options while simultaneously gaining experience working with stocks, options, mutual funds, ETF's, and futures contracts. In July 2012, he obtained an institutional sales position with D.A. Davidson in Des Moines, a position that eventually took him to Kansas City.
Dustin graduated from Buena Vista University in Storm Lake, IA, with a Bachelor of Science degree in Finance & Banking.
Edward A. Krei joined First Bankers' Banc Securities in a bank management services and sales support role in 2018, with more than 20 years investment experience. Based in Oklahoma City, Oklahoma, Ed is a faculty member of the Southwestern (SMU) and Colorado Graduate banking schools and has served as a speaker for financial institution regulatory agencies and numerous other banking programs. He worked for an international accounting firm and was managing director and shareholder of an institutional fixed income broker/dealer.
Krei graduated with honors from the University of Mississippi and is a member of that school's accounting Hall of Fame. He was gold medalist on the CPA examination in Tennessee. Ed has served on the Boards of numerous charitable organizations and is a Trustee of the Oklahoma City Community Foundation and the University of Mississippi Foundation.
Job Titles:
- Member of the Board of Directors
Job Titles:
- Chairman of the Board of Directors
Job Titles:
- Executive Vice President
- Member of the Sales Team
- Executive Vice President / Overland Park, KS
Greg Bernard began his investment career in 1982 with United Missouri Bank, N.A. His responsibilities included institutional investment sales and portfolio services, primarily for banks in Oklahoma. He has remained in investments, either as a sales representative for bank portfolio management, or as a manager of professionals in investment portfolio management, for close to 40 years. Prior to forming Midwest Capital Management, Greg was a Senior Vice President and Branch Manager for First Tennessee Bank, N.A. in Kansas City. Greg is a Certified Public Accountant and has in the past been responsible for the development of portfolio analytic tools and risk management of bank portfolios.
Greg earned a Bachelors degree in Accounting from the University of Kansas, graduating with Highest Distinction. He spent two of his college years at Phillips University in Enid, Oklahoma, where he had a 4.0 GPA. Prior to beginning his investment career, he spent three years at Peat, Marwick, Mitchell and Company, specializing in audit and tax work for financial institutions.
Job Titles:
- Controller
- Vice President
- Vice President / Controller / St. Louis, MO
Jason Henderson, Vice President/Controller, originally joined Midwest Independent BankersBank (MIB) in June of 2002 as a documentation specialist in the Loan Department. Henderson has held various positions while employed with MIB. He transferred to the role of Compliance Manager in January 2007 and served as the Vice President/Human Resources Officer for Midwest Independent Bancshares, Inc. (MIB, Inc.) from June 2017 until May 2021 when he assumed the role of Operations Officer. After a brief sabbatical, he is returning to the organization as Controller for First Bankers' Banc Securities, Inc. where he will be primarily responsible for keeping accurate books and records of the firm as a licensed FINOP.
Henderson was named Employee of the Quarter on multiple occasions during his long tenure with the organization, and Employee of the Year in both 2015 and 2017.
He graduated summa cum laude from Columbia College in Columbia, Missouri, where he earned a Bachelor of Science degree in Management Information Systems with a minor in Business.
Job Titles:
- Vice President
- Vice President / Overland Park, KS
- Vice President With
Jay Wombolt is a Vice President with First Bankers' Banc Securities, Inc., in Overland Park, Kansas, where his responsibilities include identifying trade ideas based on the latest market information and executing fixed-income investment trades with financial institutions. Jay also provides asset/liability management and swap analysis. To ensure they have the tools necessary to manage their portfolios, Jay educates clients on relevant investment topics, including innovative security structures and regulatory changes. He began working with Gold Capital Management and served as an investment representative with them, covering southern Missouri. Prior to joining First Bankers' Banc Securities, Inc., formerly First St. Louis Securities, Inc., Jay served as an investment representative with CNBS, LLC, a broker/dealer, covering the states of Ohio and Kansas.
Jay has worked in the capital markets since 2001, including sales of U. S. Treasury securities, agency debentures, mortgage-backed securities, collateralized mortgage obligations and municipal bonds.
Jay graduated from the University of Kansas with a BA in Communications Studies.v
Job Titles:
- Member of the Sales Team
- Vice President
- Inc. in 2010 As an Assistant Vice President
- Vice President / St. Louis, MO
Jim Courrier joined First Bankers' Banc Securities, Inc. in 2010 as an Assistant Vice President. He was promoted to Vice President in October 2020. He works closely with financial institutions, trust companies and wealth managers throughout the Midwest to appropriately structure their investments to meet their income and liquidity needs, and continues to meet and assist new clients as well.
Jim's career began in 1985 at Centerre Bank in Chesterfield, MO, in their teller department. He continued in this position after their merger with Boatmen's Bank, until 1994. During this time, he was repeatedly rewarded for exceptional customer service. In 1994, Jim joined the accounting department of Citizens National Bank in Maplewood, MO, where he performed several of the month-end and year-end tasks. After obtaining his Bachelor's degree in Accounting from the University of Missouri - St. Louis, he joined Baird, Kurtz and Dobson, CPAs (now BKD, LLP) as a financial statement auditor with an emphasis on the banking industry, giving him the opportunity to analyze the operations of numerous community banks throughout the Midwest and suggest improvements to their directors.
Jim then joined MPP&W, PC CPAs, where he progressed to the level of Senior Tax Advisor and was responsible for supervising six staff members.
In the past, Jim was the treasurer of Metropolis St. Louis, a local non-profit organization, and has been a member of the Missouri Society of CPAs.
Job Titles:
- Vice President
- Vice President / Overland Park, KS
Jim Lewis joined First Bankers' Banc Securities, Inc. in December of 2019 as Vice President/Sales. He has been in the securities industry since 2014. Jim started his career as part of an ALM team for bank client's and moved into sales in 2015, serving both institutional and individual clients' portfolio needs. At FBBS, Jim will continue to work with institutional and individual clients across the Midwest. He holds Series 7 and 63 licenses.
Jim graduated from Rockhurst University in Kansas City with a degree in Economics.
Job Titles:
- Member of the Strategies Team
- Vice President / Strategies
- Vice President / Strategies / St. Louis, MO
Joe Crifasi comes to First Bankers' Banc Securities, Inc. with over 10 years of experience in the financial industry. He began his career as a financial advisor. He spent the majority of his career as a stockbroker and portfolio manager at Scottrade, Inc., and Scottrade Bank, managing a multi-billion dollar fixed income portfolio.
Joe graduated with a Bachelor of Science in Business Administration degree from Saint Louis University. He also received his Masters of Business Administration from Missouri State University. He has more recently earned his Certified Treasury Professional (CTP) designation.
Job Titles:
- Managing Director
- Member of the CD Underwriting Structured Products Team
- Managing Director / St. Louis, MO
Josh Brenner joined First Bankers' Banc Securities (FBBS) in November 2020 as Managing Director of the brokered CD funding desk. He specializes in structuring and underwriting FDIC deposits, which provide issuing banks a reliable and diversified source of liquidity. He values creating long-term relationships built on trust and professionalism.
Josh has many years of experience in the financial services industry and has previously served in similar roles as Managing Director at Piper Sandler and First Empire Securities, Senior Vice President at Hapoalim Securities, and Director at Countrywide Securities where he began his career in 2004.
Josh earned his B.S. degree in Finance from California State University, Northridge.
Job Titles:
- Manager
- Vice President / Operations
- Vice President / Operations Manager / St. Louis, MO
Kim Papproth joined First Bankers' Banc Securities, Inc. in March 2015 as an Operations Specialist. Her responsibilities include maintaining customer accounts, monitoring trade settlement, and customer service. In addition, Kim assists public finance with underwriting processing and accounting with month-end firm balancing. Kim was promoted to Vice President/Office Manager in 2021. Kim is now licensed with series 7 & 63.
Kim graduated from Lindenwood University summa cum laude with a Bachelor of Science degree in Business Administration.
Job Titles:
- Member of the Strategies Team
- Vice President / Strategies
- Vice President / Strategies / St. Louis, MO
Mark Crihfield joined First Bankers' Banc Securities, Inc. (FBBS) in the summer of 2019 as Vice President, Strategies. Mark is a member of the Asset Liability Management (ALM) Team in the St. Louis, Missouri office, working with senior management helping to solve business problems using quantitative analytics, statistics, economic analysis, and finance and accounting disciplines.
Serving in the financial services industry since 1982, Mark moved into the fixed income services industry in 1986. He previously worked with A/L models where he sold, installed and consulted for banks, money manager and trust companies of all sizes. Mark worked with over 150 brokers, assisting on day-to-day sales activities, providing investment solutions and advising financial institutions of all sizes, with decades of established relationships across the country. Mark holds a Bachelor of Science degree with an emphasis in marketing and a minor in finance from Central Missouri State University (now University of Central Missouri) in Warrensburg.
Job Titles:
- Managing Director
- Member of the CD Underwriting Structured Products Team
- First Banker
- Managing Director / St. Louis, MO
Meghan Greenwood joined First Banker's Banc Securities (FBBS) in 2020 as Managing Director of CD Underwriting/ Structured Products. She is responsible for product origination and sales of corporate notes and FDIC deposits. Her focus has been on building & maintaining strong relationships over the course of her career.
Prior to FBBS, Meghan served in similar roles as Vice President at Piper Sandler, Vice President at First Empire Securities, and Assistant Vice President at Hapoalim Securities, where she began her career in 2011.
Ms. Greenwood is a CFA charterholder and holds the FINRA Series 7, 24, 57 and 63 licenses. She earned her Bachelor of Business Administration degree from James Madison University, majoring in Finance.
Job Titles:
- Vice President
- Vice President / St. Louis, MO
Michael McGinnis came to First Bankers' Banc Securities, Inc. (FBBS) as a Vice President in the Fall of 2022. Prior to joining FBBS, Michael was employed as a managing director and southeast sales manager of B. Riley Securities, Inc.'s Fixed Income Capital Markets division. He brings over 40 years of experience in the fixed income industry where he developed an extensive background across all levels of institutional and retail sales, investment banking, underwriting and trading across a wide range of non-taxable and taxable securities.
Michael leverages his knowledge and experience to provide clients with strategic portfolio management reflective of the highly regulated environment. His clientele includes banks, savings and loans, credit unions, insurance companies, pension funds, investment advisors, mutual funds, hedge funds, public funds, and individuals.
Previously, McGinnis served as a Director in Hilltop Securities' Capital Markets division, opening, and managing their Memphis office. He opened with just himself, when the firm was Southwest Securities, Inc., growing the office to thirteen sales, trading and public finance bankers before Hilltop bought Southwest Securities. His previous experience includes 17 years as an Executive Vice President and Branch Manager at a Little Rock firm where he was involved with all levels of sales, secondary municipal tax-exempt and taxable trading, competitive underwriting and opening public finance, as well as the first branch office in New Orleans. He also assisted in developing and managing the firm's retail sales, equity, UIT and mutual fund departments. He joined the firm as the thirteenth employee with $400,000.00 in capital and left with over one hundred employees and $22,000,000.00 in capital. After that he opened a Memphis based firm public finance department with five people, to grow to twelve people in five offices while completing over six hundred issues in the first five years. From there he, managed all sales, trading, underwriting and public finance outside of Texas for a Houston based firm. Mr. McGinnis was the majority owner, Chairman, President & CEO of Hattier, Sanford & Reynold, Inc., the oldest independent Broker-Dealer in Louisiana.
As a registered representative with the Financial Industry Regulatory Authority (FINRA), Mr. McGinnis holds the following licenses: Series 7, 52, 53, 63 and 24.
Michael proudly serves as a member of the University of Memphis, Fogelman College of Business and Economics Advisory Board since 2017 and the TMA-Turnaround Management Association. He also served on the city of Germantown, Tennessee's Financial Advisory and Environmental Commission Committees from 2021-2022.
Job Titles:
- Member of the Traders Team
- Vice President / Trader
- Vice President / Trader / St. Louis, MO
Michael D'Addabbo joined First Bankers' Banc Securities, Inc. in May 2022. His responsibilities include the trading and positioning of corporate bonds.
Michael brings 21 years of trading experience to FBBS, in both agency and corporate debt. His most recent focus has been on investment grade and off the run issues. He holds FINRA Series 7 and Series 63 licenses.
In 2003, Michael graduated magna cum laude from Christian Brothers University in Memphis, TN with a Bachelor of Science in Business Administration with a concentration in Economics and Finance.
Job Titles:
- Vice President
- Vice President / Overland Park, KS
Michael Lauth formally began his investment career with First Bankers' Banc Securities, Inc., in 1998. He was exposed to the investment business at an early age, however, by his father, Al Lauth, who was a founder of First St. Louis Securities, Inc.
Michael continues to expand FBBS' coverage throughout the Midwest, concentrating on bank portfolios in Kansas. In addition, he develops business relationships with investment advisors as well as portfolio managers of trusts. He also assists individual investors with their investment and retirement planning.
Michael is a graduate of the University of Mississippi in Oxford. He is also a graduate of the Missouri Bankers Association School of Banking. Michael carries FINRA Series 7 and 63 registrations.
Job Titles:
- Chartered Financial Analyst
- Member of the Strategies Team
- Senior Vice President / Strategies
- Senior Vice President / Strategies / St. Louis, MO
Steven Thompson joined First Bankers' Banc Securities (FBBS) at the beginning of 2017 and built our ALM Desk serving community banks. He brings over 15 years of experience in finance, having managed $850 million dollars of fixed income portfolios, forecasted and modeled over $40 billion of asset cash flows across four major currencies, and serves as the firm's Financial Operations Principal at FBBS. Steven is an ALM Strategist working with clients to better quantify, forecast, and manage their risk profiles. This includes model implementation, developing economic assumptions, and translating results into practical strategies for risk management, maintaining solvency, and maximizing risk-adjusted returns.
Steven is a Chartered Financial Analyst, chartered by the CFA Institute. He holds a bachelor's degree in Actuarial Science, with fields of study including mathematics, probability, statistics, economics, theory of interest, math modeling, and computer coding, from the Maryville University in St. Louis, MO, and has passed Exam P (Probability and Statistics) and FM (Financial Mathematics) given by Society of Actuaries.
Prior to joining FBBS, Steven worked for a global insurer as a Portfolio Analyst, as well as a Senior Financial Consultant, specifically producing ALM forecasts and transitioning company modeling systems.
Job Titles:
- Member of the Sales Team
- Vice President
- Vice President / St. Louis, MO
Taylor Brengard Healey was first welcomed at First Bankers' Banc Securities, Inc. her sophomore year of college during a summer internship for the company. Upon graduating from the University of Missouri's Trulaske College of Business with a Bachelor's degree in 2012, she joined FBBS as an Investment Officer and maintains the FINRA Series 7 and 63.
She works diligently to learn and understand present and future clients' needs. Her client base spans southern and central Illinois as well as Missouri. Taylor's clients consist of financial institutions, trust departments, financial planners and municipalities. She has also played a key role in helping to develop the company's Municipal Bond Portfolio Review Report.
Job Titles:
- Member of the Board of Directors
Job Titles:
- Member of the Traders Team
- Vice President
- Vice President / Federal Funds Desk
- Vice President / Federal Funds Desk / St. Louis, MO
Tony Quattrock, Vice President, began working with the Federal Funds Desk for First Bankers' Banc Securities, Inc. (FBBS) in September of 2019. He was previously employed with M & T Bank for 12 years, trading government securities and managing the Fed Funds & Eurodollars positions for the bank. He worked closely with the Treasurer of the bank on any market changes. For close to 15 years, Tony worked [previously] for BGC on their Fed Funds Desk as a broker for banks, buying and selling Fed Funds for the short- and long term.
Job Titles:
- Member of the Board of Directors
Job Titles:
- Member of the Board of Directors