Joe Sweeny

Corporate Officer/Principal at Country Club Trust Co., NA

Finance

Consumer Services

Profile

Joseph Patrick Sweeny is currently a Senior Vice President at Country Club Trust Co., NA.
Previously, he worked as a Principal at UMB Bank, NA from 1993 to 2002.
From 2007 to 2018, he served as a Senior Vice President at Tower Wealth Managers, Inc. He also held positions as a Principal at Security National Bank (Private Banking) and Shearson American Express.
Mr. Sweeny obtained his undergraduate degree from the University of Missouri and his graduate degree from Antioch University.

Joe Sweeny active positions

Companies	Position	Start
Country Club Trust Co., NA Country Club Trust Co., NA Regional BanksFinance Country Club Trust Co. NA provides investment advice services. It provides mergers and acquisitions, capital raising and other corporate finance alternatives. The company was founded on March 8, 2002 and is headquartered in Prairie Village, KS.	Corporate Officer/Principal	31/12/2002

All active positions of Joe Sweeny

Former positions of Joe Sweeny

Companies	Position	End
Tower Wealth Managers, Inc. Tower Wealth Managers, Inc. Investment ManagersFinance Tower Wealth Managers, Inc. (TWM) is an investment advisory firm headquartered in Kansas City, Missouri. The firm was founded in 2007 and they are a subsidiary of Country Club Trust Co., NA., ultimately owned by CCB Financial Corp. TWM provides services directly to their own retail and institutional clients, and to clients of other entities though sub-advisory agreements with those entities.	Portfolio Manager-Equities	30/12/2018
UMB Bank, NA UMB Bank, NA Major BanksFinance UMB Bank, NA engages in provision of banking and financial services. It offers private wealth management, commercial, personal and business banking services. Its services include credit cards, overdraft enrollment, mortgages, loan calculator, investment tools, podcasts, and health savings accounts. The company was founded on August 28, 1902 and is headquartered in Kansas City, MO.	Corporate Officer/Principal	30/12/2002
Shearson American Express	Corporate Officer/Principal	-
Security National Bank (Private Banking) Security National Bank (Private Banking) Investment ManagersFinance Security National Bank (Private Banking) (dba Security National Wealth Management) is the private banking division of Security National Bank, a locally owned bank headquartered in Sioux City, Iowa. The firm was founded in 1884 and is a subsidiary of Security National Corp. (OTCMKTS: SNLC). Security National Wealth Management offers highly customized investing plans for client’s specific life goals and financial needs over generations.	Corporate Officer/Principal	-

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Training of Joe Sweeny

University of Missouri	Undergraduate Degree
Antioch University	Graduate Degree

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Linked companies

Private companies	5
Country Club Trust Co., NA Country Club Trust Co., NA Regional BanksFinance Country Club Trust Co. NA provides investment advice services. It provides mergers and acquisitions, capital raising and other corporate finance alternatives. The company was founded on March 8, 2002 and is headquartered in Prairie Village, KS.	Finance
Security National Bank (Private Banking) Security National Bank (Private Banking) Investment ManagersFinance Security National Bank (Private Banking) (dba Security National Wealth Management) is the private banking division of Security National Bank, a locally owned bank headquartered in Sioux City, Iowa. The firm was founded in 1884 and is a subsidiary of Security National Corp. (OTCMKTS: SNLC). Security National Wealth Management offers highly customized investing plans for client’s specific life goals and financial needs over generations.	Finance
UMB Bank, NA UMB Bank, NA Major BanksFinance UMB Bank, NA engages in provision of banking and financial services. It offers private wealth management, commercial, personal and business banking services. Its services include credit cards, overdraft enrollment, mortgages, loan calculator, investment tools, podcasts, and health savings accounts. The company was founded on August 28, 1902 and is headquartered in Kansas City, MO.	Finance
Shearson American Express	Finance
Tower Wealth Managers, Inc. Tower Wealth Managers, Inc. Investment ManagersFinance Tower Wealth Managers, Inc. (TWM) is an investment advisory firm headquartered in Kansas City, Missouri. The firm was founded in 2007 and they are a subsidiary of Country Club Trust Co., NA., ultimately owned by CCB Financial Corp. TWM provides services directly to their own retail and institutional clients, and to clients of other entities though sub-advisory agreements with those entities.	Finance

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