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President Wealth Management
Carrie's banking experience
covers business development areas relating to trust, private banking
and lending, and includes early training in the foreign exchange
department of the Union Bank of Switzerland. During her career, she
has participated in or led several conversions for trust accounting,
core processing systems, payroll processing, and consolidation of
acquired banks into Citizens Bank & Trust. A graduate of the
University of South Carolina with a B.A. in International Relations,
Carrie is also called upon to use her skills in five languages to
facilitate communication whether for business or community activity.
She was recently elected to the executive board of a national
President Wealth Management-Trust Officer
Danette graduated from
Truman State University with a B.A. in Communications and a minor in
Justice Systems before receiving her JD from the University of
Missouri-Kansas City School of Law and becoming a member of the
Missouri Bar Association. She practiced law in Chillicothe before
joining Citizens Wealth Management in 2007.Contact
Senior Vice President
completed a career as the co-owner and Chief Financial Officer of a
steel products manufacturing corporation, Jim joined the Citizens
family in 1992. Jim is a graduate of Northwest Missouri State
University with a Bachelor of Science degree in Accounting and
currently serves clients as the Business Development Officer for the
Wealth Management Division.
Dianne Oder, CTFA,
President & Trust
Dianne has earned a
Secretarial Certificate from NCMC and is experienced in both Commercial Banking
and the Trust Industry. She has also
attended the ABA Graduate School, ABA Bank Investments & Financial
Management, and Cannon Trust Schools I-III since joining Citizens in 1993.
President & Employee Benefits Officer
Mark graduated with a
B.S. in Business from the University of Nebraska. He acquired lengthy and
experience in the Accounting Industry before joining Citizens in 2001. Mark
specializes in Qualified Plans and is an Employee Benefits
over 25 years of Wealth Management experience and developed the
bank's Private Banking division. She specializes in providing a
disciplined approach to financial solutions for high net worth
clients using a team of local experts. Janet has an extensive
Private Banking background in the Kansas City, Chicago and San
Francisco markets. She holds an undergraduate degree in Business and
Economics and an MBA from Benedictine University, Chicago.
Diane joined the Citizens Bank &
Trust team in 1990 and transferred to the Wealth Management Division
in 2008. She currenly specializes in customer relationship managment
and §125 Cafeteria Plan Administration. Diane holds a Bachelor
of Science degree which she earned from Northwest Missouri State
University in 1989.
Qualified Plan Administrator
Bill graduated from the
College of St. Mary in 1999 with a Bachelor of Science in
Information Systems Management and Telecommunications Management. He
worked as a Senior Account Analyst Lead in the Omaha area for nine
years before recently joining the Citizens Bank & Trust team.
Jill graduated Summa Cum Laude from the University of
Missouri-Columbia with a Bachelor of Science (BS) degree. She
has previously held Series 7, Series 63, Series 66, and Missouri State Life and
Health Insurance licenses, and is a graduate of the 2007 Schools of
Banking School of Trust & Financial Services with an Honors Diploma.
In Wealth Management, Jill works directly with customers and is also
a trust administrator. She has 15 years of experience and has been with the bank since 2006.
Suzy has over 22 years of retail banking
experience and specializes in helping our Private Banking clients
south of the river in the Kansas City Metro area. She is currently a
member of Central Exchange, Leawood Chamber, Overland Park Chamber
and Northland Regional Chamber.
Suzy is a graduate
from the UMKC Bloch School of business.
Vice President Wealth Management
Bill has over
20 years of experience in the financial services sector and has
worked closely with high-net worth families, foundations, and a
variety of non-profit organizations through his work in trust
administration, investment management, and financial planning. Bill
focuses on the personal relationship and utilizes a comprehensive
approach in providing wealth management services that are tailored
to his clients and their needs. Bill is very involved in his
community and serves on a number of non-profit boards and committees
that promote charitable giving.
Qualified Plans Assistant
Paula has worked for Citizens Bank & Trust since 1996 and has
been with the Employee Benefits Department since 2009