David Latlip

David Latlip, MBA, CRPC has extensive experience in marketing and finance. David is currently working as the Vice President Segment Marketing Manager at UMB Bank, where they oversee marketing for Private Wealth and handles marketing campaigns, sponsorships, and client events. Prior to this, David held various roles at Waddell & Reed, including Director of Marketing Programs, Sponsorship Relationship Manager, Marketing Project Manager, and Senior Retirement Marketing Specialist. During their time at Waddell & Reed, they successfully launched new products and services, managed sponsorships with major sports organizations, and implemented marketing strategies that resulted in significant sales growth. Before joining Waddell & Reed, David worked as a Retirement Plan Specialist at American Century Investments and owned and operated Crystal Clear Window Washing. Overall, David Latlip has a strong track record of driving marketing success and optimizing business strategies.

David Latlip has a Bachelor of Science in Business Administration from the University of Missouri-Columbia, which they obtained from 1993-1997. David also has an MBA in Business from Webster University, which they earned from 2000-2005. In addition, they obtained a Certified Retirement Plan Consultant (CRPC) certification from the College for Financial Planning in January 2014.