At CFO (Boardroom Media) we track over 1,000,000 startups and over 5,000,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and board members we think deserve more appreciation than they are currently getting.
This list showcases the top Missouri based CFO’ operating in the Financial Services space. If you think a CFO’ is missing from this list, feel free to contact our editor on [email protected].
The individuals on this list have been included because of exceptional performance in one of the following categories:
- Innovation – Operating as a key part in an extremely innovative business or startup.
- Growth – Operating as a key figure in the growth and upscale of a market leading business or startup.
- Management – Showing exceptional management skills.
- Societal impact – Putting their business on the map for their positive societal or environmental impact.
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Todd C. Larson
Senior Executive Vice President and Chief Financial Officer of Reinsurance Group Of America
Todd C. Larson is Executive Vice President, Chief Risk Officer of Reinsurance Group of America, Incorporated (RGA), a role that incorporates both management of RGA’s global enterprise risk management and corporate pricing oversight. Until early 2014, Todd was Executive Vice President, Corporate Finance and Treasurer, with responsibilities that included coordination of all external reporting including filings to the Securities and Exchange Commission, regulatory filings, and the annual report to shareholders. He was also responsible for internal management of financial reporting for RGA’s various operating segments and subsidiaries, capital management, and the treasury function. Todd joined RGA in 1995 as Vice President and Controller. Previously, he was Assistant Controller for Northwestern Mutual Life Insurance Company. He started his career with KPMG Peat Marwick LLP in Chicago, where he was a senior manager in the audit practice. Todd received his Bachelor of Science (B.S.) degree in Accountancy from Northern Illinois University.
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About Reinsurance Group Of America: Reinsurance Group of America Incorporated is a leader in the global life reinsurance industry.
Meg Lane
Chief Financial Officer of Lewis & Clark Ventures
Meg Lane has experience in a wide-range of accounting functions including financial reporting, budgeting/forecasting, implementation and evaluation of internal controls, and external auditing. In her professional career, she has worked with a diverse group of companies in a variety of industries such as financial services, real estate, and health care.
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About Lewis & Clark Ventures: Lewis & Clark Ventures is a venture capital firm that invests in Series A stage companies.
Meg Lane
Chief Financial Officer of Lewis & Clark Ventures
Meg Lane has experience in a wide-range of accounting functions including financial reporting, budgeting/forecasting, implementation and evaluation of internal controls, and external auditing. In her professional career, she has worked with a diverse group of companies in a variety of industries such as financial services, real estate, and health care.
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About Lewis & Clark Ventures: Lewis & Clark Ventures is a venture capital firm that invests in Series A stage companies.
Kevin Bastien
Chief Financial Officer of Edward Jones
Kevin Bastien is the chief financial officer for Edward Jones, responsible for the Finance division and Firm Planning. He is a member of the firm’s Management and Executive Committees. Bastien started his Edward Jones career in 1996 as a director in Finance and was named a principal in 1998. Initially, he was responsible for the firm’s tax function and partnership capital areas. He then assumed responsibility for coordinating overall finance support for International Operations. He was involved in establishing and leading the Sourcing Area, which negotiates all firm financial commitments. In 2009, his responsibilities were expanded, and he became the firm’s chief financial officer. In 2015, Bastien helped update the firm’s five-year strategic plan and assumed responsibility for Firm Planning in addition to leading the Finance division. Prior to joining Edward Jones, Bastien spent nearly nine years with Price Waterhouse. There he was a senior manager in the tax area, responsible for the overall Edward Jones relationship, as well as those with other large corporate clients. Bastien graduated from Southern Illinois UniversityCarbondale with bachelor’s and master’s degrees in accounting. He serves on the board of directors of SIU’s School of Accountancy and as a board member for Junior Achievement of Greater St. Louis Inc. He is also a licensed CPA in Missouri and Illinois.
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About Edward Jones: Edward Jones is a financial services firm dedicated to serving the needs of individual investors.
Carter M. Peters
EVP & CFO of Guaranty Federal Bancshares
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About Guaranty Federal Bancshares: Guaranty Bancorp is a bank holding company that has a subsidiary corporation offering full banking services.
David O’Toole
CFO & Chief Investment Officer of CrossFirst Holdings
David O’Toole Co-Founded CrossFirst Bankshares, Inc. (“Company”) in 2008 and serves as its Chief Financial officer. He served as Chief Executive Officer of CrossFirst Advisors at the Company. He serves as Managing Partner and Chief Financial Officer at CrossFirst Bank (the “Bank”). He has more than 30 years of experience in all aspects of accounting, management, tax, financial advisory, valuation and investment banking with financial institutions and closely held businesses. He serves as an Interim Chief Executive Officer or Board Member to banks and companies in turnaround situations. He serves as Director at Company. He serves as a Director of the Bank. He serves as a Member of numerous Boards of Directors of banks and private companies, including a three-year term as advisory director on the Continental Airlines, Inc. travel agency advisory board. He is a Member of the Kansas City Chapter of the Association for Corporate Growth. He was a Member of The Executive Committee KC. He was also a faculty member of Mid-South School of Banking in Memphis. David O’Toole graduated from Fort Hays State University.
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About CrossFirst Holdings: CrossFirst Bank is a financial services company that specializes in the fields of banking and finance.
Kathi Haller
Co-Founder & COO, CFO of DataServ, L.L.C.
Kathi is Partner is co-Founder and Chief Financial Officer of Dataserv. As a dual major in Accounting and IT and experience in software development, her unique skill set, deep financial expertise and 15 years of leadership shape our product vision. Her responsibilities include not only the Finance, Product and Development teams, but also the Legal, Human Resources and Digital Mailroom functions.
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About DataServ, L.L.C.: SaaS ECM provider of Accounts Payable, Accounts Receivable, and HR automation