Leadership Overview
UMB Financial has 10 executives leading key functions including investment management, commercial banking, consumer banking, and legal operations.
Focused on delivering comprehensive financial solutions, UMB Financial drives long-term value for institutional and personal clients through a commitment to integrity, innovation, and regional economic growth across the United States.
Focused on delivering comprehensive financial solutions, UMB Financial drives long-term value for institutional and personal clients through a commitment to integrity, innovation, and regional economic growth across the United States.
Leadership Roles at UMB Financial
Carla Green - Senior Vice President and Business Unit Chief Financial Officer
Carla Green, the Senior Vice President and Business Unit Chief Financial Officer at UMB Financial, manages the fiscal health and operational efficiency of key business units. Green architects financial planning models that support the company's diverse banking and lending services. Overseeing budgetary allocations and revenue forecasting, the Senior Vice President and Business Unit Chief Financial Officer ensures that departmental goals align with the overarching corporate strategy. Carla Green monitors performance metrics to identify cost-saving opportunities and revenue growth potential within the business units. This leadership role requires constant coordination with other C-suite members to maintain financial transparency and operational excellence. By implementing rigorous financial controls, the Senior Vice President and Business Unit Chief Financial Officer mitigates risk and enhances profitability. Green drives the financial success of the organization by providing actionable insights that inform strategic decision-making. Ultimately, the Senior Vice President and Business Unit Chief Financial Officer sustains the firm's long-term financial viability.
Alison Clark-Hardesty - Senior VP, Business Unit & Chief Financial Officer, Personal Banking
Alison Clark-Hardesty, the Senior VP, Business Unit & Chief Financial Officer, Personal Banking at UMB Financial, directs the financial operations specifically tailored to personal banking clients. Clark-Hardesty oversees the profitability of consumer-facing products, including deposits and personal lending solutions. By analyzing market trends and consumer behavior, the Senior VP, Business Unit & Chief Financial Officer, Personal Banking optimizes the delivery of financial services to individual customers. Alison Clark-Hardesty collaborates with the broader leadership team to ensure that personal banking initiatives support the company's growth objectives. This role involves managing capital requirements and ensuring the fiscal integrity of the personal banking division. Through strategic resource allocation, the Senior VP, Business Unit & Chief Financial Officer, Personal Banking enhances the customer experience while maintaining strong margins. Clark-Hardesty drives operational efficiency across the personal banking sector, ensuring that all financial activities contribute to the firm's overall market impact and stability.
Liz Lewis - President Consumer Banking and Chief Marketing Officer
Liz Lewis, the President Consumer Banking and Chief Marketing Officer at UMB Financial, directs the growth of consumer banking services while shaping the brand's market presence. Lewis oversees the development of retail banking products and the execution of comprehensive marketing campaigns designed to attract and retain individual clients. By integrating consumer insights into product design, the President Consumer Banking and Chief Marketing Officer ensures that the firm's offerings meet the evolving needs of the market. Liz Lewis coordinates with other executives to align marketing strategies with the company's broader financial goals. This leadership role involves driving brand awareness and enhancing customer engagement across all digital and physical channels. Through strategic positioning, the President Consumer Banking and Chief Marketing Officer expands the firm's reach and strengthens its reputation in the personal banking sector. Lewis ensures that all consumer-facing initiatives reflect the company's commitment to service excellence and financial empowerment.
Lisa Balmas - Community Bank President
Lisa Balmas, the Community Bank President at UMB Financial, directs the delivery of banking services to local markets and regional communities. Balmas oversees the operations of community-focused branches, ensuring that the firm's commercial and personal banking solutions remain accessible and relevant to local clients. By fostering strong relationships with regional businesses and individuals, the Community Bank President drives local economic development and customer loyalty. Lisa Balmas coordinates with the broader leadership team to implement corporate strategies at the community level while maintaining a focus on personalized service. This role involves managing branch performance, loan portfolios, and deposit growth within specific geographic regions. Through strategic community engagement, the Community Bank President enhances the firm's market presence and supports the overall growth of the organization. Balmas ensures that all community banking initiatives align with the company's mission of providing reliable and comprehensive financial services to diverse client bases.
John Russ - President & President, Region & Commercial Services (Kansas City)
John Russ, the President & President, Region & Commercial Services (Kansas City) at UMB Financial, directs the commercial banking operations and regional strategy within the Kansas City market. Russ oversees the delivery of lending, treasury management, and corporate banking solutions to businesses and institutions. By managing regional client relationships and driving business development, the President & President, Region & Commercial Services (Kansas City) ensures that the firm maintains a strong competitive position in the local market. John Russ collaborates with other executives to align regional commercial activities with the company's national growth objectives. This role involves overseeing the performance of commercial banking teams and ensuring the delivery of high-quality financial services to corporate clients. Through strategic leadership, the President & President, Region & Commercial Services (Kansas City) supports the expansion of the firm's commercial footprint and contributes to the overall financial success of the organization.
Greg Carasik - President Asset Based Lending
Greg Carasik, the President Asset Based Lending at UMB Financial, directs the specialized lending division focused on asset-backed financing solutions for corporate clients. Carasik oversees the underwriting, portfolio management, and business development efforts for the asset-based lending unit. By providing flexible financing options that leverage corporate assets, the President Asset Based Lending supports the growth and liquidity needs of businesses across various industries. Greg Carasik collaborates with the commercial banking team to identify opportunities for structured lending and risk-managed credit solutions. This role involves maintaining rigorous credit standards while driving the expansion of the firm's lending portfolio. Through strategic oversight of the asset-based lending division, the President Asset Based Lending enhances the company's ability to serve complex corporate needs. Carasik ensures that all lending activities contribute to the firm's revenue growth and maintain the stability of the overall credit portfolio.
Lance Albin - President and Agribusiness
Lance Albin, the President and Agribusiness at UMB Financial, directs the specialized financial services provided to the agricultural sector. Albin oversees the development of lending, banking, and risk management solutions tailored to the unique needs of agribusiness clients. By understanding the cyclical nature of the agricultural industry, the President and Agribusiness ensures that the firm provides stable and effective financial support to farmers and agribusiness enterprises. Lance Albin collaborates with the commercial banking leadership to integrate agricultural services into the broader corporate portfolio. This role involves managing credit risk, monitoring market conditions, and fostering long-term relationships with agricultural producers. Through strategic focus on the agribusiness sector, the President and Agribusiness expands the firm's reach into vital economic markets. Albin drives the growth of the agricultural banking division by delivering specialized expertise and reliable financial solutions that support the success of agribusiness clients.
Nikki Newton - President, Private Wealth Management
Nikki Newton, the President, Private Wealth Management at UMB Financial, directs the delivery of comprehensive wealth management and investment advisory services to high-net-worth individuals and families. Newton oversees the development of personalized investment strategies, estate planning, and trust services designed to preserve and grow client wealth. By managing a team of financial advisors and investment professionals, the President, Private Wealth Management ensures that the firm provides high-touch, sophisticated financial solutions. Nikki Newton collaborates with other C-suite leaders to align wealth management strategies with the company's broader investment philosophy. This role involves monitoring market performance, managing client portfolios, and driving the growth of the private wealth division. Through strategic leadership, the President, Private Wealth Management enhances the firm's reputation for excellence in wealth management. Newton ensures that all advisory activities prioritize client goals and contribute to the long-term financial success of the organization's private wealth clients.
Amy Harris - Executive Vice President & Chief Legal Officer
Amy Harris, the Executive Vice President & Chief Legal Officer at UMB Financial, directs the legal and regulatory framework governing the company's diverse financial operations. Harris oversees compliance protocols, risk management, and corporate governance to ensure that all business activities adhere to federal and state regulations. By providing strategic legal counsel to the Board and executive leadership, the Executive Vice President & Chief Legal Officer mitigates potential liabilities and protects the firm's interests. Amy Harris manages complex legal matters related to commercial banking, wealth management, and institutional trust services. This role involves navigating the intricate regulatory landscape to support the company's growth and innovation. Through proactive legal oversight, the Executive Vice President & Chief Legal Officer ensures that the organization maintains the highest standards of integrity and transparency. Harris drives the development of internal policies that foster a culture of compliance and ethical conduct across all business units.
Shawn Oram - Managing Director
Shawn Oram, the Managing Director at UMB Financial, directs high-level capital market initiatives and institutional investment strategies. Oram oversees complex financial portfolios, ensuring alignment with the broader corporate mission of providing robust banking solutions. By managing risk profiles and identifying emerging market opportunities, the Managing Director supports the expansion of institutional services across diverse sectors. Shawn Oram maintains close collaboration with the executive leadership team to refine investment methodologies and enhance client asset performance. This role involves navigating volatile market conditions while maintaining the stability of the firm's capital market offerings. Through rigorous analysis and strategic oversight, the Managing Director optimizes the delivery of financial products to institutional partners. Oram ensures that all investment activities adhere to regulatory standards while driving sustainable growth for the organization. Ultimately, the Managing Director secures the firm's competitive position within the national financial landscape.
Explore Leadership Teams in Banking
Standard Chartered plc is a British multinational banking and financial services company. It operates a network of more than 1,200 branches and outlets across more than 70 countries. Founded in 1969, the company is headquartered in London, United Kingdom.
Company Leadership MD
MA
RK
Topsham Care Center is a primary and specialty care practice organization. It offers services audiology, bariatric surgery, behavioral health, breast health, and more. The company was founded in 1891 and is headquartered in Lewiston, Maine.
Company Leadership PG

GO
Fedbank Financial Services Ltd (Fedfina) acquired receipt of its NBFC license in 2010. Fedfina has 573+ branches across the country. It caters to products like Gold Loan, Home Loan, Loan Against Property (LAP) and Business Loan. Fedbank Financial Services Limited is poised to emerge as a relevant player in the NBFC space.
Company Leadership
JJ

AR
Profectus Capital Pvt. Ltd. is a non-banking financial company operating within the financial services sector, specializing in providing structured lending solutions to small and medium-sized enterprises across India. Headquartered in Mumbai, the organization focuses on addressing the financing needs of underserved and emerging businesses by offering tailored credit products that support business growth, asset acquisition, and working capital requirements. The company’s core mission is centered on enabling access to finance for enterprises that may face challenges in obtaining funding from traditional banking institutions. By targeting small and medium enterprises across sectors such as healthcare, education, manufacturing, and services, Profectus Capital plays a critical role in supporting economic development and entrepreneurship. Its lending model is designed to bridge the gap between conventional banking services and the evolving financial needs of growing businesses.
Company Leadership KS
RT
RM
VN