UMB FINANCIAL CORP - History of Changes


DateDescription
2017-10-22 delete personal_emails jo..@scoutinv.com
2017-10-22 delete svp John Brajevic
2017-10-22 delete email cr..@scoutinv.com
2017-10-22 delete email jo..@scoutinv.com
2017-10-22 delete person John Brajevic
2017-10-22 delete phone 424.456.3102
2017-10-22 delete phone 816.391.4102
2017-10-22 insert person Taylor Harris
2017-09-09 insert investor_pages_linkeddomain ticker.com
2017-07-06 delete career_pages_linkeddomain brassring.com
2017-07-06 delete person Brent Olson
2017-07-06 delete person Michael Harold
2017-07-06 delete person Tom Moore
2017-07-06 update person_description Eric Chenoweth => Eric Chenoweth
2017-07-06 update person_description Mark Weber => Mark Weber
2017-05-19 delete personal_emails ad..@scoutinv.com
2017-05-19 insert otherexecutives Scott Betz
2017-05-19 delete email ad..@scoutinv.com
2017-05-19 delete person Adam Rivituso
2017-05-19 delete phone 617.416.7309
2017-05-19 insert investor_pages_linkeddomain lipperfundawards.com
2017-05-19 update person_description Andrew Iseman => Andrew Iseman
2017-05-19 update person_description Crissy Zantiny => Crissy Zantiny
2017-05-19 update person_description James McBride => James McBride
2017-05-19 update person_description Lance Peterson => Lance Peterson
2017-05-19 update person_description Patrick Dunkerley => Patrick Dunkerley
2017-05-19 update person_description Scott Betz => Scott Betz
2017-05-19 update person_description Tim Miller => Tim Miller
2017-05-19 update person_title Eric Chenoweth: Co - Portfolio Manager; Co - Portfolio Manager of the Scout Emerging Markets Equity Strategy; Co - Portfolio Manager of the Scout Emerging Markets Fund; Member of the Investment Team => Co - Portfolio Manager of the Scout Emerging Markets Equity Strategy; Member of the Investment Team
2017-05-19 update person_title Scott Betz: Chief Operating Officer; Executive Vice President; Treasurer => Chief Operating Officer; Executive Vice President; Executive Vice President, Chief Operating Officer, Chief Compliance Officer and Treasurer; Treasurer; Chief Compliance Officer
2017-03-19 delete svp Michelle Lewis
2017-03-19 insert otherexecutives Jennifer Moran
2017-03-19 update person_title Jennifer Moran: Senior Internal Sales Associate => Assistant Vice President
2017-03-19 update person_title Michelle Lewis: Senior Vice President; National Sales Manager => Senior Vice President, Head of Sub - Advisory Distribution
2017-02-08 delete vp Michelle Lewis
2017-02-08 insert vp Michael Schill
2017-02-08 delete person Charles John
2017-02-08 update person_title Jennifer Moran: Internal Sales Associate => Senior Internal Sales Associate
2017-02-08 update person_title Michael Schill: Vice President, Regional Director, Southeast; Assistant Vice President, Regional Director, Southeast => Vice President
2017-02-08 update person_title Michelle Lewis: Vice President; Senior Vice President; National Sales Manager => Senior Vice President; National Sales Manager
2017-01-05 delete personal_emails br..@scoutinv.com
2017-01-05 insert svp Michelle Lewis
2017-01-05 delete email br..@scoutinv.com
2017-01-05 delete person Brad McClintock
2017-01-05 delete phone 310.342.8299
2017-01-05 insert phone 424.456.3102
2017-01-05 update person_title Jonathan Lewis: Vice President, Institutional Business Development; Vice President, Institutional Client Service => Vice President, Institutional Business Development
2017-01-05 update person_title Michael Schill: Assistant Vice President, Regional Director, Southeast => Vice President, Regional Director, Southeast; Assistant Vice President, Regional Director, Southeast
2017-01-05 update person_title Michelle Lewis: Vice President; National Sales Manager => Vice President; Senior Vice President; National Sales Manager
2016-11-25 delete phone 816.391.4187
2016-10-28 delete phone 816.391.4101
2016-09-01 insert career_pages_linkeddomain brassring.com
2016-08-04 delete contact_pages_linkeddomain umbfs.com
2016-08-04 insert contact_pages_linkeddomain olaccess.com
2016-06-26 delete chieflegalofficer Benjamin Wiesenfeld
2016-06-26 delete evp Benjamin Wiesenfeld
2016-06-26 delete evp Toby Cromwell
2016-06-26 delete otherexecutives Benjamin Wiesenfeld
2016-06-26 delete otherexecutives James Reed
2016-06-26 delete personal_emails to..@scoutinv.com
2016-06-26 insert cmo Crissy Zantiny
2016-06-26 insert svp Crissy Zantiny
2016-06-26 delete address 803 W Michigan St. Milwaukee, WI 53233
2016-06-26 delete email to..@scoutinv.com
2016-06-26 delete investor_pages_linkeddomain umbfs.com
2016-06-26 delete person Ashim Anand
2016-06-26 delete person Benjamin Wiesenfeld
2016-06-26 delete person Dave Logeman
2016-06-26 delete person David Thompson
2016-06-26 delete person Gary Merrill
2016-06-26 delete person James Moffett
2016-06-26 delete person James Reed
2016-06-26 delete person Michael Fogarty
2016-06-26 delete person Shelly Ma
2016-06-26 delete person Toby Cromwell
2016-06-26 delete phone 816.391.4172
2016-06-26 delete phone 816.391.4183
2016-06-26 insert about_pages_linkeddomain finra.org
2016-06-26 insert address 235 West Galena St. Milwaukee, WI 53212
2016-06-26 insert career_pages_linkeddomain finra.org
2016-06-26 insert contact_pages_linkeddomain finra.org
2016-06-26 insert investor_pages_linkeddomain finra.org
2016-06-26 insert investor_pages_linkeddomain olaccess.com
2016-06-26 insert management_pages_linkeddomain finra.org
2016-06-26 insert person Tom Moore
2016-06-26 insert phone 303.267.9123
2016-06-26 insert terms_pages_linkeddomain finra.org
2016-06-26 update person_description Craig West => Craig West
2016-06-26 update person_description Michael Harold => Michael Harold
2016-06-26 update person_title Crissy Zantiny: Media Contact => Senior Vice President, Director of Marketing / Investment; Senior Vice President; Director of Marketing; Media Contact
2016-04-19 delete person Mark McKevitt
2016-03-01 insert person Bobby Flynn
2016-01-31 delete career_pages_linkeddomain brassring.com
2016-01-03 update person_title Susan Wilson: Client Service Specialist; Assistant Vice President => Assistant Vice President; AVP, Institutional Client Service
2015-11-03 delete person Thomas Laming
2015-11-03 insert career_pages_linkeddomain brassring.com
2015-09-08 delete career_pages_linkeddomain brassring.com
2015-09-08 insert address 235 W. Galena St. Milwaukee, WI 53212
2015-09-08 update person_title Charles John: Member of the Portfolio Management Team; Co - Portfolio Manager, Senior Investment Analyst; Co - Portfolio Manager; Co - Portfolio Manager for the Scout Global Equity Fund; Co - Portfolio Manager of the Scout Global Equity Strategy => Member of the Portfolio Management Team; Co - Portfolio Manager, Senior Investment Analyst; Co - Portfolio Manager for the Scout Global Equity Fund; Co - Portfolio Manager of the Scout Global Equity Strategy
2015-08-11 insert person Craig West
2015-08-11 update person_title Charles John: Senior Investment Analyst => Member of the Portfolio Management Team; Co - Portfolio Manager, Senior Investment Analyst; Co - Portfolio Manager; Co - Portfolio Manager for the Scout Global Equity Fund; Co - Portfolio Manager of the Scout Global Equity Strategy
2015-06-30 delete person Brett Dutton
2015-05-04 insert otherexecutives James Reed
2015-05-04 insert person Jason Hoyer
2015-05-04 update person_title James Reed: Director of Equity Research, Co - Lead Portfolio Manager; Director of Equity Research and Co - Lead Portfolio Manager; Member of the Portfolio Management Team => Director of Equity Research and Co - Lead Portfolio Manager; Director
2015-04-06 insert evp Benjamin Wiesenfeld
2015-04-06 insert evp Scott Betz
2015-04-06 insert investor_pages_linkeddomain adobe.com
2015-04-06 update person_description Ashim Anand => Ashim Anand
2015-04-06 update person_description Benjamin Wiesenfeld => Benjamin Wiesenfeld
2015-04-06 update person_description Charles John => Charles John
2015-04-06 update person_description Dave Logeman => Dave Logeman
2015-04-06 update person_description David Thompson => David Thompson
2015-04-06 update person_description Derek Smashey => Derek Smashey
2015-04-06 update person_description Eric Chenoweth => Eric Chenoweth
2015-04-06 update person_description Gary Merrill => Gary Merrill
2015-04-06 update person_description James Moffett => James Moffett
2015-04-06 update person_description James Reed => James Reed
2015-04-06 update person_description Mark McKevitt => Mark McKevitt
2015-04-06 update person_description Mark Weber => Mark Weber
2015-04-06 update person_description Michael Cumming => Michael Cumming
2015-04-06 update person_description Michael Fogarty => Michael Fogarty
2015-04-06 update person_description Michael Harold => Michael Harold
2015-04-06 update person_description Patrick Dunkerley => Patrick Dunkerley
2015-04-06 update person_description Scott Betz => Scott Betz
2015-04-06 update person_description Shelly Ma => Shelly Ma
2015-04-06 update person_description Tayyib Shah => Tayyib Shah
2015-04-06 update person_description Thomas Laming => Thomas Laming
2015-04-06 update person_title Benjamin Wiesenfeld: Chief Compliance Officer, General Counsel / Investment; General Counsel; Chief Compliance Officer and General Counsel for Scout Investments; Chief Compliance Officer => Executive Vice President, Chief Compliance Officer and General Counsel for Scout Investments; Executive Vice President; General Counsel; Executive Vice President, Chief Compliance Officer, General Counsel / Investment; Chief Compliance Officer
2015-04-06 update person_title Eric Chenoweth: Co - Portfolio Manager; Member of the Portfolio Management Team; Co - Portfolio Manager of the Scout Emerging Markets Equity Strategy; Co - Portfolio Manager of the Scout Emerging Markets Fund => Co - Portfolio Manager; Co - Portfolio Manager of the Scout Emerging Markets Equity Strategy
2015-04-06 update person_title Mark Weber: Lead Portfolio Manager; Member of the Portfolio Management Team; Lead Portfolio Manager of the Scout Emerging Markets Fund; Lead Portfolio Manager of the Scout Emerging Markets Equity Strategy => Lead Portfolio Manager
2015-04-06 update person_title Michael Stack: Lead Portfolio Manager of International Equity Strategy; Co - Portfolio Manager; Co - Portfolio Manager of International Equity ADR Strategy; Lead Portfolio Manager; Lead Portfolio Manager of the Scout International Fund; Member of the Portfolio Management Team; Lead Portfolio Manager and Co - Portfolio Manager => Co - Portfolio Manager; Lead Portfolio Manager; Member of the Portfolio Management Team; Lead Portfolio Manager and Co - Portfolio Manager
2015-04-06 update person_title Scott Betz: Chief Operating Officer; Treasurer => Chief Operating Officer; Executive Vice President; Treasurer
2015-04-06 update person_title Toby Cromwell: Executive Senior Vice President, Head of Global Institutional Distribution, Marketing and Client Service; Executive Vice President; Executive Vice President and Head of Global Institutional Distribution, Marketing; Executive Vice President, Head of Global Institutional Distribution, Marketing and Client Service => Executive Vice President; Executive Vice President and Head of Global Institutional Distribution, Marketing; Executive Vice President, Head of Global Institutional Distribution, Marketing and Client Service
2015-03-09 delete svp Toby Cromwell
2015-03-09 insert evp Toby Cromwell
2015-03-09 insert otherexecutives Susan Wilson
2015-03-09 delete person Israel Acosta
2015-03-09 update person_title Brad McClintock: Vice President, Institutional Business Development => Senior Vice President, Institutional Business Development
2015-03-09 update person_title Lance Peterson: Senior Vice President, Head of Intermediary Markets => Executive Vice President, Head of Intermediary Markets
2015-03-09 update person_title Michael Harold: Investment Analyst => Senior Investment Analyst
2015-03-09 update person_title Susan Wilson: Client Service Specialist => Client Service Specialist; Assistant Vice President
2015-03-09 update person_title Toby Cromwell: Senior Vice President and Head of Global Institutional Distribution, Marketing; Senior Vice President; Senior Vice President, Head of Global Institutional Distribution, Marketing and Client Service => Executive Senior Vice President, Head of Global Institutional Distribution, Marketing and Client Service; Executive Vice President; Executive Vice President and Head of Global Institutional Distribution, Marketing; Executive Vice President, Head of Global Institutional Distribution, Marketing and Client Service
2015-02-08 delete person Stacey Schreft
2015-01-11 update person_description Angel Lupercio => Angel Lupercio
2015-01-11 update person_title Angel Lupercio: Senior Investment Analyst for the Scout International; Senior Investment Analyst => Co - Portfolio Manager; Co - Portfolio Manager of International Equity ADR Strategy; Member of the Portfolio Management Team; Co - Portfolio Manager for the Scout International Equity Strategy; Co - Portfolio Manager for the Scout International Fund
2015-01-11 update person_title Michael Stack: Co - Lead Portfolio Manager; Co - Lead Portfolio Manager of International Equity Strategy; Co - Portfolio Manager; Co - Portfolio Manager of International Equity ADR Strategy; Co - Lead Portfolio Manager of the Scout International Fund; Co - Lead Portfolio Manager and Co - Portfolio Manager; Member of the Portfolio Management Team => Lead Portfolio Manager of International Equity Strategy; Co - Portfolio Manager; Co - Portfolio Manager of International Equity ADR Strategy; Lead Portfolio Manager; Lead Portfolio Manager of the Scout International Fund; Member of the Portfolio Management Team; Lead Portfolio Manager and Co - Portfolio Manager
2014-11-14 delete personal_emails jo..@scoutinv.com
2014-11-14 delete email jo..@scoutinv.com
2014-11-14 delete person Jeff Hoernemann
2014-11-14 delete person John Ostrander
2014-11-14 delete phone 303.282.3868
2014-10-06 insert personal_emails je..@scoutinv.com
2014-10-06 delete email er..@barkleyus.com
2014-10-06 delete email kk..@barkleyus.com
2014-10-06 delete person Elizabeth Rossman
2014-10-06 delete person Kristin Kovach
2014-10-06 delete phone 816.423.6110
2014-10-06 delete phone 816.423.6131
2014-10-06 insert email cr..@scoutinv.com
2014-10-06 insert email je..@scoutinv.com
2014-10-06 insert person Crissy Zantiny
2014-10-06 insert person Jennifer Moran
2014-10-06 insert phone 816.391.4102
2014-10-06 insert phone 816.391.4191
2014-08-24 delete otherexecutives Crissy Zantiny
2014-08-24 insert personal_emails je..@scoutinv.com
2014-08-24 delete email cr..@scoutinv.com
2014-08-24 delete person Crissy Zantiny
2014-08-24 delete phone 816.391.4102
2014-08-24 insert email je..@scoutinv.com
2014-08-24 insert phone 816.391.4187
2014-08-24 update person_description Toby Cromwell => Toby Cromwell
2014-08-24 update person_title Toby Cromwell: Senior Vice President; Senior Vice President and Head of Global Institutional Distribution; Senior Vice President, Global Institutional Distribution and Client Service => Senior Vice President and Head of Global Institutional Distribution, Marketing; Senior Vice President; Senior Vice President, Head of Global Institutional Distribution, Marketing and Client Service
2014-07-27 insert person David Thompson
2014-06-27 insert address 235 W Galena Street Milwaukee, WI 53212
2014-06-27 update person_description Eric Chenoweth => Eric Chenoweth
2014-06-27 update person_description Lance Peterson => Lance Peterson
2014-05-26 insert personal_emails ad..@scoutinv.com
2014-05-26 insert personal_emails mi..@scoutinv.com
2014-05-26 insert personal_emails su..@scoutinv.com
2014-05-26 insert email ad..@scoutinv.com
2014-05-26 insert email mi..@scoutinv.com
2014-05-26 insert email su..@scoutinv.com
2014-05-26 insert person Adam Rivituso
2014-05-26 insert person Michael Schill
2014-05-26 insert person Susan Wilson
2014-05-26 insert phone 443.388.3110
2014-05-26 insert phone 617.416.7309
2014-05-26 insert phone 816.391.4174
2014-05-26 update person_title Benjamin Wiesenfeld: General Counsel; Chief Compliance Officer and General Counsel for Scout Investments; Chief Compliance Officer => Chief Compliance Officer, General Counsel / Investment; General Counsel; Chief Compliance Officer and General Counsel for Scout Investments; Chief Compliance Officer
2014-05-26 update person_title Stacey Schreft: Chief Economist; Chief Economist / Investment; Scout Investments Chief Economist => Chief Economist; Scout Investments Chief Economist
2014-04-28 insert personal_emails mi..@scoutinv.com
2014-04-28 insert vp Michelle Lewis
2014-04-28 delete person Gary Anderson
2014-04-28 insert email mi..@scoutinv.com
2014-04-28 insert person Mark McKevitt
2014-04-28 insert person Michelle Lewis
2014-04-28 insert phone 303.406.8888
2014-04-28 update person_description James Reed => James Reed
2014-04-28 update person_title James Reed: Co - Lead Portfolio Manager; Member of the Portfolio Management Team; Co - Lead Portfolio Manager for the Scout Global Equity Fund; Co - Lead Portfolio Manager for the Scout Global Equity Strategy => Director of Equity Research, Co - Lead Portfolio Manager; Director of Equity Research and Co - Lead Portfolio Manager; Member of the Portfolio Management Team
2014-04-28 update person_title Michael Stack: Co - Portfolio Manager; Member of the Portfolio Management Team; Co - Portfolio Manager of International Equity; Co - Portfolio Manager of the Scout International Fund => Co - Lead Portfolio Manager; Co - Lead Portfolio Manager of International Equity Strategy; Co - Portfolio Manager; Co - Portfolio Manager of International Equity ADR Strategy; Co - Lead Portfolio Manager of the Scout International Fund; Co - Lead Portfolio Manager and Co - Portfolio Manager; Member of the Portfolio Management Team
2014-03-30 insert person Brent Olson
2014-03-02 delete cmo Bruce Hoffmann
2014-03-02 delete svp Bruce Hoffmann
2014-03-02 delete career_pages_linkeddomain kenexa.com
2014-03-02 delete email eh..@barkleyus.com
2014-03-02 delete person Bruce Hoffmann
2014-03-02 delete person Elizabeth Holzhauer
2014-03-02 delete person Sean Ketcherside
2014-03-02 insert email er..@barkleyus.com
2014-03-02 insert person Elizabeth Rossman
2014-01-26 insert personal_emails br..@scoutinv.com
2014-01-26 insert email br..@scoutinv.com
2013-12-01 delete investor_pages_linkeddomain bloomberg.com
2013-12-01 insert career_pages_linkeddomain brassring.com
2013-11-03 delete source_ip 198.153.253.105
2013-11-03 insert source_ip 184.106.61.88