J. Chris Treat, CTFA, CCTS, CCTP™ in

J. Chris Treat, CTFA, CCTS, CCTP™

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Director of Personal Trust at Stifel Financial Corp.
📍 Greater St. Louis, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

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Experience
19 Years
Current Role
Director of Personal Trust
Job Level
Mid-senior
Location
Greater St. Louis, United States
Personality Overview

How J. shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics J. cares about

Strategic Priorities
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Career

Work history

6-2026
Director of Personal Trust
Stifel Financial Corp.
2-2025 - 6-2026
VP & Client Service Officer
Wright Investors'​ Service
6-2024 - 1-2025
President & COO
Assured Trust Company
6-2023 - 5-2024
President of Trust & Wealth Management
Citizens Bank
5-2020 - 6-2023
SVP, Director of Sales
First Community Bank
In the press

Media appearances

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Education
Bachelor of Science (BS)
Lyon College
2014 - 2017
Master of Science (M.S.)
Creighton University's Heider College of Business
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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