First Chicago
Parent organization: Warrior Invictus Holding Company, Inc. Subsidiary: United Security Health And Casualty Insurance CompanyFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportFirst Chicago Insurance Co.WebsiteDirections Saved (0) Saved Save 215 Google reviews Insurance company in Bedford Park, Illinois Address: 6640 S Cicero Ave Suite 300, Bedford Park, IL 60638 Hours: Closed ⋅ Opens 8AM Mon SaturdayClosedSundayClosedMonday(Martin Luther King Jr. Day)8AM–5PMHours might differTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (888) 262-8864: : : Place name: : Website: Category: : : Website: http://www.firstchicagoinsurance.com/ Category: Insurance company Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (10) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of First Chicago Insurance Co. Posting publicly on the Web Write a review Reviews"Now I know I like the pricing and service." "I paid them quite a bit of money for a 6 month policy." "Place has wrong number probably dont exist" View all Google reviews
First Chicago List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at First Chicago. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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First Chicago Employees
Neighborhood Housing Services of Chicago October 2014 - Present
Partners for the Common Good May 2009 - September 2014
K. Faust Consulting, LLC 2007 - September 2014
Enterprise Community Loan Fund March 2003 - July 2007
State Treasurer of California February 1999 - October 2000
LaSalle Bank 1990 - 1999
The Resource Center 1988 - 1990
First Chicago 1985 - 1990
Skills
Real Estate, Affordable Housing, Loans, Portfolio Management, LIHTC, Real Estate Economics, Community Development, Real Estate Development, Tax Credits, Credit, Economic Development, Grants, Commercial Real Estate, Asset Management, Strategic Planning, Disposition, Leadership, Policy, Nonprofits, Commercial Banking, Financial Structuring, Commercial Lending, Real Estate Financing, Due Diligence, Underwriting, Commercial Mortgages, Credit Analysis, Small Business Lending, Finance, Funding
Education
Harvard University, John F. Kennedy School of Government 1981 — 1983
MCRP
Brown University 1976 — 1980
Brookfield
Transwestern May 2001 - Present
Divine Interventures/DotSpot January 1999 - April 2001
Jones Lang LaSalle July 1990 - December 1999
First Chicago June 1987 - August 1989
E.F. Hutton 1986 - 1987
Skills
Negotiation, Commercial Real Estate, Financial Analysis, Finance, Lease Negotiations, Marketing Strategy, Customer Service, Corporate Services
Education
Kellogg School of Management 1987 — 1990
Master of Business Administration (MBA), Marketing & Finance
Dartmouth College 1982 — 1986
Bachelor's degree, History
Glenview State Bank August 2000 - Present
Bank Calumet June 1995 - August 2000
First Chicago June 1992 - June 1995
First Chicago Capital Markets July 1985 - June 1992
Jewel Food Stores June 1976 - June 1985
Skills
Investments, Retirement Planning, Banking, Financial Modeling, Financial Analysis, Asset Allocation, Wealth Management, Series 7, Investment Advisory, Portfolio Management, Asset Management, Finance, Financial Planning, Equities, Financial Services, Securities, Mutual Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1987 — 1989
Master of Business Administration (M.B.A.), Finance, General
DePaul University 1979 — 1983
Bachelor of Science (BS), Biology/Biological Sciences, General
Northern Trust January 2010 - Present
Elmhurst College 1994 - 2011
Harris Bank 2001 - September 2009
BMO Capital Markets 2001 - September 2009
Northern Trust 1999 - 2001
Ibbotson Associates 1996 - 1998
First Chicago 1988 - 1996
Skills
Sales, Bank Relationship..., Private Lending, Wealth Management, Sales Management, Private Banking, Investments, Loans, Credit, Commercial Banking, Portfolio Management, Credit Analysis, Banking, Education, Public Speaking, Teaching, Management, Leadership, Commercial Lending, Financial Analysis, Asset Allocation
Education
Dominican University 1989 — 1991
MBA, Finance and Financial Management Services
Augustana College 1983 — 1987
Bachlor of Science, Economics
Elmhurst College
Economics and Finance
Atlantic Trust / INVESCO March 2000 - May 2008
Gofen & Glossberg, LLC June 1997 - March 2000
Harris Investment Management Corp. 1992 - 1997
Harris Trust and Savings Bank 1988 - 1992
First Chicago 1985 - 1988
Skills
Asset Managment, Equities, Fixed Income, Financial Modeling, Hedge Funds, Leadership, Financial Analysis, Analysis, Securities, Cash Management, Business Planning, Investments, Auditing, Case Managment, Quantitative Analytics, Access, Budgets, Mergers & Acquisitions, Managed Care, Project Management, PowerPoint, Microsoft Excel, Risk Management, Policy, Research, Program Management, Accounting, Performance Management, Analytics, Asset Allocation, Loans, Financial Reporting, Portfolio Management, Financial Services, Management, Process Improvement, Marketing, Finance
Education
University of Illinois at Urbana-Champaign
ION / Master Online Teacher Certification
Keller Graduate School of Management of DeVry University 2006 — 2008
MBA
Chicago Vocational High School
Governors State University
Bachelor of Arts (B.A.)
PathFinder Health April 2012 - Present
Wellness One November 2005 - January 2012
GC Services2004 January 2004 - October 2008
The Fitness January 1997 - January 2001
First Chicago January 1995 - January 1997
Skills
Recruiting, Non-profits, General Ledger, Access, Leadership, Sales, Budgets, Healthcare, Resume Writing, Social Media Marketing, Social Networking, Retail, Microsoft Word, PowerPoint, Research, Strategic Planning, Nonprofits, Microsoft Excel, Social Media, Employee Benefits, Human Resources, Outlook, Negotiation, Team Building, Team Leadership
Education
DePaul University
Human Resource Managment
Bank of America 2000 - Present
Republic National Bank of New York 1996 - 1999
First Chicago 1990 - 1996
Skills
Operational Risk, Capital Markets, Fixed Income, Investment Banking, Derivatives, Credit Risk, Program Management, Middle Office, Executive Management, Financial Risk, Banking, Finance, Credit, Trading
Education
Illinois Institute of Technology 1993 — 1995
Master of Science, Financial Markets & Trading
Illinois Institute of Technology 1987 — 1990
Bachelor of Business Administration (BBA), Accounting
Capella University June 2014 - Present
Schwans Home Services August 2012 - Present
shopbop.com August 2007 - May 2012
Orbitz Worldwide January 2006 - August 2007
Orbitz April 2005 - January 2006
Direct Marketing Services, Inc. February 2003 - April 2005
OurHouse.com 1999 - 2001
Bank One 1998 - 1999
First Chicago NBD 1995 - 1998
First Chicago 1993 - 1995
Skills
Email Marketing, Web Analytics, E-commerce, Digital Marketing, Omniture, Database Marketing, Analytics, Customer Acquisition
Education
Duke University 1989 — 1993
BA
ECS Team February 2013 - Present
vcfo June 2010 - February 2013
Magswitch Technology May 2009 - June 2010
Internet Pawn, Inc. February 2009 - December 2009
SquareTwo Financial 2004 - November 2008
Xtrana, Inc. 2000 - 2004
The Broe Group 1997 - 2000
Alliance Entertainment 1993 - 1997
First Chicago 1983 - 1993
Skills
Strategy, Mergers, Strategic Planning, Finance, Mergers & Acquisitions, Executive Management, Corporate Finance, Business Development, Management, Business Strategy, Start-ups, Financial Modeling, Financial Analysis, Leadership, Process Improvement, Business Planning, Risk Management, Investments, Private Equity, Venture Capital, Corporate Development, Consulting, M&A experience, Strategic Financial..., Management Consulting, Strategic Partnerships, Due Diligence, Business Process..., Contract Negotiation, Restructuring, Acquisition Integration, Banking, Professional Services, Financial Reporting, Managerial Finance, Sales Management, Sales
Education
DePaul University 1985 — 1987
MBA, Finance
Drake University 1979 — 1983
BS, Finance
Soaring Solutions, LLC August 2009 - Present
Made in Chicago Speakers Bureau July 2014 - Present
East Bank Club November 2014 - Present
ENRGi Fitness January 2009 - Present
ShowingTime November 2014 - March 2015
ShowingTime June 2007 - August 2009
AOL Music Now LLC November 2000 - April 2007
The Revere Group 1998 - 2000
Beggs Heidt Enterprise Consulting January 1997 - September 1998
First Chicago May 1994 - January 1997
Skills
Social Networking, Social Media Marketing, Social Media, Entrepreneurship, Strategy, Facebook, Social Marketing, Sales, Leadership, Management, Lead Generation, Training, Start-ups, Business Strategy, Public Speaking, SMO, Marketing Strategy, Business Development, Small Business, Web Marketing, Coaching, Email Marketing, Digital Strategy, Online Marketing, Trade Shows, Creative Direction, Webinars, Consulting, Social Media Measurement, Management Consulting, Project Management, Content Marketing, LinkedIn, Blogging, Content Strategy, Business Coaching, Social Media Etiquette, E-commerce, Program Management, Web Analytics, Speaking/Training, Executive Management, YouTube, Facebook Ad Management, Pinterest Ads, Social Media Advertising
Education
iPEC- Institute for Professional Excellence in Coaching 2006 — 2009
Certification, Certified Professional Coach
Illinois State University 1989 — 1994
BS, Business Information Systems and Financial Accounting
First Chicago 1985 - 1986
Drexel Burnham Lambert 1984 - 1985
Skills
Banking, Risk Management, Investment Banking, Financial Risk
Education
William Mitchell College of Law 1994 — 1994
The University of Chicago 1982 — 1983
Worked on Master's of Business Administration
Arizona State University 1977 — 1981
Bachelor of Science (BS), Finance
City of London Polytechnic 1980 — 1980
International Banking and Finance
Edina West
Goldman Sachs March 2008 - Present
Goldman Sachs May 1996 - March 2008
Morgan Stanley 1991 - 1996
Bankers Trust 1986 - 1991
First Chicago 1983 - 1986
Education
Northwestern University - Kellogg School of Management 1983 — 1986
Harvard College 1979 — 1983
A.B.
Multi-Dimensional Services, Inc. October 1997 - Present
Firstat October 1997 - Present
Clinical Edge March 2005 - Present
Key Bank 1995 - 1997
Boatmen's Bank St. Louis 1990 - 1995
Fidelity Bank 1986 - 1989
Colorado National Bank 1984 - 1986
First Chicago 1979 - 1984
Belden 1976 - 1980
Skills
Coaching, Talent Acquisition, Recruiting, Temporary Staffing, Temporary Placement, Staffing Services, Executive Search, Healthcare, Sales, Permanent Placement, Business Development, Strategic Planning, Selling, Finance, Consulting, Training, Leadership, Contract Recruitment, Hospitals, Human Resources, Process Improvement, Entrepreneurship, Treasury Management, New Business Development, Building Relationships, Team Building, Business Networking, Healthcare Industry, Applicant Tracking..., Technical Recruiting, Onboarding, Employee Relations, Cold Calling, Internet Recruiting, Hiring, Executive Management, Sourcing, Resume Writing, Talent Management, Information Technology, Workforce Planning, Employee Training, Interview Preparation, Interviews, Career Development, New Hire Orientations, Customer Retention
Education
Northern Illinois University 1977 — 1980
MBA
Augustana College 1972 — 1976
BA, Accounting, Economics
BBVA Securities Inc August 2011 - Present
RBC Capital Markets October 2007 - January 2011
HSBC June 2001 - July 2007
Deutsche Bank December 1990 - April 2001
First Chicago December 1989 - December 1990
First American Bank, N.A. October 1987 - December 1989
Skills
Emerging Markets, FX Options, Trading, Latin America, Investment Banking, Credit, Fixed Income, Strategy, Financial Markets, FX trading, Capital Markets, Derivatives, Credit Risk, New Business Development, Risk Management
Education
Emory University 1982 — 1986
BA, Economics and Psychology
Brooks Scool 1979 — 1982
High School Diploma
Charter One Bank March 2013 - Present
MobilExpectation, LLC February 2010 - Present
Colorado Technical University September 2011 - December 2012
Sears Home Improvement Products May 2011 - June 2011
Citizens Financial Bank December 2007 - January 2010
The Home Depot August 2001 - December 2007
Charles Schwab November 1996 - September 2000
First Chicago November 1995 - November 1996
Morgan Stanley December 1990 - April 1995
Skills
Team Building, Retail, Customer Relations, Coaching, Sales Management, Banking, Budgeting, Hiring, Strategic Planning, Performance Management, Operations Management, Microsoft Office, Compliance, Excel, Customer Service, Business Strategy, Problem Solving, Talent Acquisition, Business Management, Team Leadership, Contract Management, Corporate Finance, Account Management, Inventory Management, Public Speaking, P&L, Insurance, Vendor Management, PowerPoint, Customer Satisfaction, Mentoring, Financial Reporting, Investments, Fundraising, Project Management, Sales, Balance Sheet, Accounts Payable, Accounts Receivable, MS Project, Admissions, Admissions Counseling, Student Financial Aid, Microsoft Excel, Management, Budgets, Cross-functional Team..., Selling, Marketing Strategy, Program Management
Education
Augustana College 1987 — 1989
BA of Arts, Finance/Marketing
Boston University
Project Management, Project Management Certifications
Lincoln Way High School
Ziyad Brothers Importing July 2005 - Present
Chicago Capital Advisors, Inc. July 1994 - Present
Deloitte 1996 - 2004
PricewaterhouseCoopers 1992 - 1994
First Chicago 1990 - 1992
Mass Mutual Insurance 1984 - 1990
Skills
Business Valuation, Acquisition Integration, Corporate Development, Deal Structuring, Private Equity, Middle Market, Mergers, Mezzanine, Venture Capital, Due Diligence, LBO, Corporate Finance, Leveraged Finance, Financial Modeling, Structuring, Valuation, Structured Finance, Management Consulting, Capital Markets, Cash Management, Financial Analysis, Strategy Development, Financial Reporting, Business Strategy, Business Process..., Commercial Lending, Strategic Planning, Banking, Commercial Banking, Divestitures, Mergers & Acquisitions
Education
The University of Connecticut School of Business 1980 — 1983
MBA, Finance
College of the Holy Cross 1975 — 1979
BA, Economics/Accounting
The Private Bank And Trust Company April 2008 - Present
Royal American Bank October 2001 - April 2008
First Chicago June 1985 - October 2001
Skills
Financial Planning, Investments, Wealth Management, High Net Worth..., Investment Advisory, Strategic Financial..., Risk Management, Investment Management, Estate Planning, Private Banking, Wealth Management..., Banking
Education
DePaul University 1996 — 1999
MBA, Entreprenaurship
University of Iowa 1981 — 1985
BBA, Business Administration
stacey b street December 2007 - Present
Guaranteed Rate November 2005 - December 2007
Countrywide Home Loans February 1994 - August 2005
First Chicago May 1986 - February 1994
Skills
Painting, Photography, Drawing, Art, Sales, Contemporary Art, Visual Arts, Illustration, Art Education, InDesign, Fine Art
Education
Academy of Art University 2010 — 2014
MFA, Illustration
Palette and Chisel Academy of Fine Art 2003 — 2007
Oil Painting, Art Fundamentals
Ouachita Baptist University 1981 — 1985
B.A., Political Science, Business and Finance
Lieberman Management Services August 2014 - Present
Entrepreneur June 1997 - Present
Entertainer September 2010 - Present
Writer 1997 - Present
Barry Personnel February 2014 - July 2014
Euro-Holiday Network 1999 - 2001
ING Barings 1994 - 1997
Bankers Trust 1991 - 1994
First Chicago 1985 - 1991
Skills
Entertainment, Music, Strategy, Singing, Musical Theatre, Theatre, Research, Cabaret, Capital Markets, Financial Institutions, Credit Analysis, Teaching, Financial Structuring, Brand Development, Small Business, Public Speaking, Piano, Art, Credit, Forecasting, Loans, Start-ups, Loan Origination, Consumer Products, Social Networking, Marketing, Business Planning, Entrepreneurship, Fundraising, Brand Management, Strategic Planning, Training, Nonprofits, Game Development, Social Media Marketing, Online Marketing, Social Media, Strategic Partnerships, Creative Direction, Debt, Structuring, Writing, Origination
Education
Purdue University
M.S., Agricultural Economics - Development Economics
Illinois State University 1978 — 1981
B.S., Political Science
Docent Training Program - Art Institute of Chicago
Lisa Rogers Lee Voice Studio
Voice
Natixis North America October 2011 - Present
Bayerische Hypo-Und Vereinsbank, AG April 2002 - May 2009
Credit Lyonnais February 1997 - March 2002
First Chicago February 1988 - May 1995
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Economics and International Business
Fordham University 1983 — 1987
BA, Economics
Universidad Complutense de Madrid 1984 — 1985
Year Abroad
Ghekko Consulting December 2009 - Present
The Organization for Entrepreneurial Development 2007 - Present
New World Solutions September 1990 - Present
New World Solutions September 1990 - Present
IIB 2007 - 2009
First Chicago October 1989 - September 1990
Morgan Guarantee Trust February 1988 - October 1989
Education
Hofstra University 1990 — 1992
MBA, BBA, Management, Finance, Sociology
Golub Capital November 2013 - Present
Emerald Ventures, Inc. January 2013 - September 2013
Renovo Services, LLC January 2011 - December 2012
Nuveen Investments September 2010 - January 2011
Morgan Stanley Investment Management January 2001 - June 2010
Van Kampen Investments June 1996 - January 2001
First Chicago 1981 - 1996
Skills
Relationship Management, Strategic Planning, Business Development, Mergers, Change Management, Program Management, Vendor Management, Business Strategy, IT Strategy, Business Analysis, Project Management, Cross-functional Team..., SaaS, Strategy, CRM, Mergers & Acquisitions, Online Marketing, Marketing, Business Intelligence, Enterprise Software, Financial Services, Leadership, Salesforce.com, SDLC, Morningstar, Team Leadership, Consulting, Executive Management, Management, Integration, Analytics, Databases, Process Improvement, Risk Management, Business Process..., Information Technology, Project Portfolio..., Outsourcing
Education
Saint Xavier University 2002 — 2004
MBA, Marketing
DePaul University 1998 — 2001
BA, Information Systems
Chase May 2006 - November 2014
Washington Mutual 2002 - 2004
Bank One 1998 - 2004
First Chicago 1991 - 1996
Skills
Sales, Program Management, Human Resources, Sales Management, Retail, Credit, Loans, Process Improvement, Mortgage Lending, Call Centers, Vendor Management, Risk Management, Business Analysis, Retail Banking, Consumer Lending, Financial Services, Change Management, Relationship Management, Leadership, Management, Training, Project Management, Banking, Customer Service, Time Management
Education
Illinois Bankers Association 2000 — 2001
Managerial Supervisory Program, Banking and Management courses
Del Mar College 1980 — 1982
J.P. Morgan 2004 - Present
Bank One 1998 - 2004
First Chicago NBD 1995 - 1998
First Chicago January 1982 - 1995
Education
DePaul University
BA, Accounting
Herman & Kittle Properties, Inc. May 2005 - Present
Indianapolis Neighborhood Housing Partnership December 2000 - May 2005
Indiana State Board of Tax Commissioners July 1999 - December 2000
Indiana Housing Finance Authority September 1995 - July 1999
Arthur Andersen April 1992 - September 1995
First Chicago July 1990 - April 1992
Education
Indiana University-Purdue University at Indianapolis 1996 — 2002
M.A., Economics
Indiana University Bloomington 1986 — 1990
B.S., Finance
University of St. Francis August 2001 - Present
IBM Global Services January 1992 - July 2001
Continental Bank March 1991 - December 1991
First Chicago March 1986 - March 1991
Official Airline Guides March 1982 - March 1986
Montgomery Wards December 1978 - March 1982
Bell & Howell March 1977 - December 1979
Cogna Systems July 1975 - March 1977
Allstate Insurance April 1973 - July 1975
Skills
Software Development, Microsoft SQL Server, Access, Higher Education, Databases, Program Management, Teaching, Programming, C++, Java, IMS DB, Mainframe, Assembler, MCSE, Networking, Operating Systems, System Administration, CICS, Systems Analysis, C, Instructional Design, Software Documentation, Servers, Web Development, MySQL, Software Engineering, Disaster Recovery
Education
Nova Southeastern University 2005 — 2014
Doctor of Philosophy (Ph.D.), Computer Science
DePaul University 1986 — 1990
MS, Computer Science
DePaul University 1969 — 1973
BA, Mathematics
Hewlett-Packard Enterprise Services January 2007 - Present
Knightsbridge Solutions August 2003 - December 2006
Commerce One July 1999 - June 2002
First Chicago 1992 - 1999
Skills
Requirements Analysis, Business Analysis, IT Strategy, Solution Architecture, Enterprise Architecture, SDLC, Integration, Software Project..., Program Management, SQL, Risk Management, Data Warehousing, Cloud Computing, Business Intelligence, Enterprise Software, Data Modeling, SOA, ETL
Education
Georgia Tech 1981 — 1983
MS, Computer Science
Northwestern University 1975 — 1979
BS, Computer Science
The Northern Trust Company April 1986 - Present
First Chicago October 1978 - April 1986
Skills
Financial Services, Wealth Management, Asset Allocation, Wealth Management..., Mutual Funds, Investment Management, New Business Development, Investment Strategies, Private Banking, Private Equity, Investments, Fiduciary Services, Trust Services, Charitable Trusts, Philanthropy, Hedge Funds, Equities, Fixed Income, Financial Goals, Life Insurance
Education
Northwestern University 1973 — 1975
BS, School of Speech
Arizona State University 1971 — 1972
Capco May 2012 - Present
Randstad Technologies US February 2012 - May 2012
Royal Bank of Scotland January 2011 - November 2011
Royal Bank of Scotland January 2008 - December 2010
ABN AMRO Bank N.V. January 2006 - December 2008
ABN AMRO Bank N.V. August 2000 - December 2005
Bank One January 1997 - August 2000
First Chicago May 1993 - December 1996
Continental Bank in Chicago January 1981 - May 1993
Skills
Risk Mitigation, Internet Banking, Risk Management, Portfolio Management, Program Management, Change Management, Product Management, Process Improvement, Compliance, Outsourcing, Business Strategy, Operations Management, Product Development, Business Intelligence, Trade Finance, Banking, Management, Business Process..., Business Analysis, Strategy, Integration, Stakeholder Management, Financial Risk, E-commerce, PMO
Education
DePaul University
M.B.A, Entrepreneurship
DePaul University
B.S, Marketing
Amalgamated Bank of Chicago April 2007 - Present
Women in Public Finance January 2007 - December 2009
Cole Taylor Bank June 1998 - March 2007
First Chicago June 1993 - June 1998
American National Bank & Trust Company of Chicago July 1987 - June 1993
Skills
Corporate Trust, Escrow, Municipal Bonds, Tax Increment Financing, Public Finance, Finance, Due Diligence, Customer Service, Credit Analysis, Securities
Education
Benedictine University 1981 — 1985
B.A., International Business & Economics
Maria High School 1977 — 1981
Glenview State Bank February 2015 - Present
Northwestern Mutual June 2014 - October 2014
Westwood Advisors LLC March 2010 - December 2013
JP Morgan October 1992 - June 2009
First Chicago 1992 - 1996
Mellon Bank/ACNA May 1989 - October 1992
USMC June 1981 - June 1985
Skills
Valuation, Portfolio Management, Asset Allocation, Wealth Management, Alternative Investments, Investments, Asset Managment, Investment Management, Hedge Funds, Mutual Funds, Fixed Income, Asset Management, Finance, Equities, Investment Banking, Insurance, Investment Advisory, Loans, Securities
Education
Illinois Institute of Technology 1994 — 1996
MBA, Finance
Southern Illinois University, Carbondale 1985 — 1989
BS, Finance /Economics
Citigroup September 2010 - Present
UBS Financial Services Inc. April 2009 - September 2010
UBS Financial Services Inc. December 2006 - April 2009
USB AG September 2003 - December 2006
Zurich Financial Services September 2002 - September 2003
Citigroup Inc. June 1998 - July 2002
Citibank N.A., Zurich, Switzerland September 1994 - June 1998
Citibank AG, Frankfurt, Germany March 1989 - September 1994
First Chicago April 1985 - March 1989
Skills
Alternative Investments, Finance, Wealth Management, Private Banking, Corporate Finance, Asset Allocation, Capital Markets, Insurance, Portfolio Management, Investments, Risk Management, Equities, Estate Planning, Management, Financial Services, Asset Management, Leadership, Banking, Investment Banking, Financial Markets
Education
Boston University 1975 — 1979
Bachelor of Arts, BA
Discover Financial Services October 2010 - Present
MCC Services Inc. December 2008 - Present
IBM Global Services April 2010 - October 2010
Insurance Auto Auctions July 2008 - December 2008
JPMorgan Chase May 2002 - June 2008
IBM Global Services June 1999 - May 2002
BankOne February 1987 - June 1999
BankOne January 1996 - January 1999
First Chicago January 1992 - January 1996
First Chicago January 1990 - January 1992
Skills
Desktop Publishing, PMP, Data Center, Certified Project..., MS Project, Visio, PMI, Operations Management, Disaster Recovery, Management, Servers, Technical Support, Infrastructure, Enterprise Architecture, Project Management
Education
Illinois State University 1972 — 1976
BS, Industrial Technology
BMO Harris Private Banking January 2014 - Present
Calamos Wealth Management LLC 2005 - 2009
Merrill Lynch Investment Managers 2000 - 2005
First Chicago 1994 - 2000
Skills
Investments, Wealth Management, Portfolio Management, Asset Allocation, Retirement Planning, Financial Advisory, Alternative Investments, Morningstar
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA Finance, Finance, General
The American College
Financial Planning and Services
University of Illinois at Urbana-Champaign - College of Business
B.S. Finance, Accounting and Finance
JPMorgan Chase January 2004 - Present
Bank One November 1998 - June 2004
First Chicago / First Chicago NBD October 1990 - October 1998
First Chicago October 1985 - October 1990
Skills
Communication Training, Corporate Communications, Strategic Communications, Internal Communications, Communications Planning, Marketing Communications, Media Relations, Crisis Communications, Integrated Marketing, Reputation Management, Public Relations, Speech Writing, Message Development, Content Strategy, Thought Leadership, Content Development, Leadership, Publicity, Press Releases, Messaging, Marketing, Corporate Social..., Project Management, Crisis Management, Corporate Branding, Strategy, Social Media Marketing, Newsletters, Direct Marketing, B2B Marketing, Public Speaking, Copywriting, Brand Awareness, Brand Management, Digital Marketing
Education
Northwestern University - Kellogg School of Management 1981 — 1984
MBA, Finance, Marketing
DePaul University 1976 — 1980
Bachelor of Science (summa cum laude), Marketing
DAI March 2006 - Present
USAID December 2004 - March 2006
USEmbassy Hanoi 2000 - 2004
ACLEDA Bank 1999 - 2003
DAI January 1990 - August 2000
First Chicago June 1984 - August 1987
Suburban Bank Group June 1978 - June 1984
Skills
Public/private..., International Relations, Capacity Building, Strategy, Proposal Writing, International..., Business Strategy, International Project..., Economic Development, Africa, Strategic Planning, International Trade, Strategic Communications, Public Policy, Management Consulting, Emerging Markets, Policy Analysis, Microfinance, Corporate Social..., Program Evaluation, Program Management, Policy, Economics, Risk Management, International Business, Business Planning, Community Development, Business Development, Government
Education
Tufts University - The Fletcher School of Law and Diplomacy 1987 — 1989
Georgetown University 1980 — 1984
BA, Economics and English
AB August 2015 - Present
Russell Investments May 2011 - December 2013
AllianceBernstein Investments March 2010 - May 2011
AllianceBernstein June 2008 - February 2010
AllianceBernstein Institutional Investments 2006 - 2008
AllianceBernstein Investments 2004 - 2006
Alliance Fund Distributors 1995 - 2004
First Chicago 1989 - 1995
The Boston Consulting Group September 1983 - May 1989
Procter & Gamble 1979 - 1981
Skills
Annuities, Mutual Funds, Investments, 401k, Pensions, Institutional, Asset Allocation, Asset Management, Investment Strategies, Investment Management, Alternative Investments, Series 7, Retirement, Equities, Series 63, Fixed Annuities, Asset Managment, Wealth Management..., Hedge Funds, Portfolio Management, Fixed Income, Institutional..., Bloomberg, Defined Contribution, Investment Advisory, Defined Benefit, Series 24, Insurance, FINRA, Separately Managed..., Investor Relations, ETFs, Securities, Wealth Management, Bonds, Capital Markets, Financial Services, Fund Of Funds, Financial Advisory, Equity Research, Series 65, Series 6, Retirement Planning
Education
Harvard Business School 1981 — 1983
MBA
University of Wisconsin-Madison 1974 — 1979
BA, Economics
Office of the Comptroller of the Currency May 2012 — Present
Mesirow Financial 2010 — 2011
BB&T Capital Markets 2007 — 2010
Teacher Retirement System of Texas 2005 — 2007
CIBC World Markets 2000 — 2004
First Chicago 1999 — 1999
Prudential Securities 1996 — 1998
National Westminster Bank 1994 — 1996
Skills
Fixed Income, Portfolio Management, Trading, Structured Products, Credit Derivatives, Market Risk, Due Diligence, Asset Management, CMBS, Securitization, Alternative Investments, ABS, Leveraged Finance, Credit Trading, Interest Rate Risk..., Real Estate Economics, Investments, Financial Risk, Capital Markets, Commercial Real Estate, Intex, Trepp, Barclays Point, REIT, SPSS, Quantitative Risk..., Counterparty Risk, Financial Engineering, Basel II, Basel III, CCAR, Dodd-Frank, MBS, Statistical Modeling, Volcker Rule, KMV
Education
University of North Carolina at Charlotte 2009 — 2018
Doctor of Philosophy (PhD), Geography and Urban Regional Analysis
Indiana University Bloomington 1998 — 2000
MBA, Finance/Public Policy
Bucknell University 1990 — 1994
BA, Economics
Buildings & Residences of Denver April 2008 - Present
Keller Williams Realty March 1998 - March 2008
First Chicago 1996 - 1998
Kemper Securities 1993 - 1996
Skills
Sellers, Condos, Residential Homes, Townhomes, Buyers, Commercial Real Estate, Property, Investments, Buyer's Agent, Historic Homes, Duplexes, Multi-unit, Income, Investment Properties, Single Family Homes, Investors, Relocation, Foreclosures, New Home Sales, Listings, Rentals
Education
Colorado State University
B.S., Business Administration
Citi July 2011 - Present
Goldman Sachs September 2009 - May 2011
Bank of New York Mellon October 2006 - December 2008
JPMorgan Chase January 2002 - October 2006
Citibank December 1999 - January 2002
Citibank September 1995 - December 1999
First Chicago April 1994 - September 1995
Skills
Corporate Trust, Fixed Income, Securities, Financial Markets, Financial Services, Financial Institutions, Structured Finance, Bonds, Capital Markets, Derivatives, Hedge Funds, Relationship Management, Securitization, Structured Products
Education
Butler University 1983 — 1987
BS, Business Administration
MB Financial Bank September 2014 - Present
Cole Taylor Bank September 2012 - August 2014
Zurich Insurance July 2009 - August 2012
LaSalle Bank May 2005 - June 2008
Bank of America March 1997 - June 2008
ABN AMRO March 1997 - September 2007
LaSalle Bank January 2003 - May 2005
LaSalle Bank January 2001 - January 2003
LaSalle Bank March 1997 - January 2001
First Chicago June 1990 - March 1997
Skills
Risk Management, Financial Analysis, Budget Process, Lean Tools, Mentoring, Governance, Internal Controls, Vendor Management, Compliance, Financial Support, Project Management, Activity Based Costing, Process Improvement, Regulatory Requirements, Organization &..., HR Policies, Financial Risk, Analysis, Financial Modeling, Management, Financial Services, Finance, Auditing
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA
Illinois State University
BS
Rock Valley College
AA
The Perrom Law Office, LLC 2011 - Present
Investment Property Exchange Services, Inc. (IPX1031) 2004 - 2010
Banco Popular North America 2001 - 2004
First Chicago-NBD 1995 - 2000
First Chicago 1985 - 2000
Skills
Immigration Law, Legal Advice, Estate Administration, Banking, Treasury Management, Portfolio Management, Estate Law, Estate Planning, Public Speaking, Finance, Legal Research, Tax, Legal Writing, Strategic Planning, Loans, Negotiation, Asset Protection, Financial Services, Real Estate Transactions, Small Business, Program Management, Spanish, Trusts
Education
DePaul University College of Law 1995 — 1999
Juris Doctor
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
Master in Business Adminisration
University of Wisconsin-Madison 1983 — 1986
BA, Economics
Intertek 2013 - Present
Intertek Group plc January 2011 - 2013
CS Consulting 2008 - 2011
Calico Kids Inc. 2007 - 2008
Bank One 1987 - 2000
First Chicago 1987 - 2000
Skills
Business Strategy, Financial Analysis, Negotiation, Due Diligence, Transaction, Corporate Finance, Competitive Analysis, Investment Banking, Financial Services, Portfolio Management, Risk Management, Investments, Strategic Financial..., Financial Modeling, Private Placements, Valuation, Business Analysis, Strategic Planning, Forecasting, Finance, Strategy, Executive Management, Analysis, Business Planning, Management, Leadership
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance, Economics
Duquesne University 1983 — 1987
BSBA, Finance
CMA Associates February 2011 - Present
EXIT REALTY March 2007 - Present
J. S. King Consulting 1996 - Present
First Chicago June 1986 - Present
FIRST CHICAGO June 1986 - Present
reCareered.com 2011 - 2011
THINK OUTSIDE THE BOX REAL ESTATE September 2008 - December 2010
Think Outside the Box Real Estate Energy Pro Electricity Consultant December 2008 - 2009
EXIT REALTY 2007 - June 2008
Prudential Clark &holm Real Estate January 1997 - July 2006
Education
Northwestern University - Kellogg School of Management 1986 — 1988
Masters in Management, Management, Marketing, Operations and Finance
DePaul University
PhD Studies; Master of Arts; Bachelor, Philosophy; Philosophy; Liberal Studies; Philosophy & Music
DAKAR COMMUNICATIONS January 1998 - Present
Circuit City Corp October 2006 - March 2008
T-Mobile Wireless July 2006 - March 2007
JPMorgan Chase February 1998 - November 2005
Unerversal Broadcasting-WTHE 1520 AM Mineola NY June 1981 - October 1998
First Chicago June 1989 - February 1998
Adelphi University Radio Station WBAU 90.3 FM Garden City NY June 1979 - August 1995
WHLI / WKJY HEMPSTEAD NY February 1987 - October 1988
Talk Radio WMCA February 1987 - August 1987
WCTO-WGSM Radio Huntington NY June 1982 - October 1982
Education
Adelphi University 1979 — 1981
N/A, COMMUNICATION ARTS
Associated Bank August 2010 - Present
Washington Mutual February 2003 - June 2009
Optasite, Inc. 2000 - 2002
Bank One 1997 - 2000
First Chicago 1992 - 1997
Sanwa Business Credit Corporation 1990 - 1992
Arthur Andersen 1985 - 1988
Skills
Credit, Loan Origination, Portfolio Management, Underwriting, Financial Services, Private Equity, Financial Analysis, Banking, Project Finance, Leadership, Commercial Lending, Risk Management, Investments, Commercial Banking, Finance, Loans, Management, Residential Mortgages, Mortgage Lending, Credit Analysis, Mortgage Banking
Education
Illinois Institute of Technology 1993 — 1995
MS, Financial Markets and Trading
University of Michigan - Stephen M. Ross School of Business 1988 — 1990
MBA, Finance and Real Estate
Isenberg School of Management, UMass Amherst 1981 — 1985
BBA, Accounting
Pittsfield High School 1978 — 1981
Chase Bank September 1971 - Present
First National Bank of Chicago 1971 - Present
First Chicago September 1971 - 2001
Education
Chicago State University 1976 — 1978
Accounting
University of Illinois at Chicago 1965 — 1967
Liberal Arts, Psychology
Barclaycard 2009 - Present
RKTrant Consulting, LLC 2001 - Present
Permanent TSB (Dublin, Republic of Ireland) 2007 - 2008
Barclaycard 2004 - 2007
Siam Commercial Bank 2003 - 2003
Toshiba Finance (Tokyo) 2001 - 2003
Bank One 1998 - 2000
First Chicago (Bank One) 1996 - 1998
First Chicago 1990 - 1996
Mellon Bank 1986 - 1990
Education
American Management Association
Certificate, Project Management
DePaul University
Certificate, Computer Career Program
Loyola University Chicago
BA, History
GBG Insurance Agency 1990 - Present
GE Healthcare 1985 - 1990
First Chicago 1980 - 1985
Skills
Team Building, Risk Management, Budgets, Leadership Development, Public Speaking, Marketing, Strategic Planning, Leadership, Customer Service, Organizational..., Microsoft Office, Program Management, Coaching, Insurance, Management, Project Management, Fundraising, Event Planning, Non-profits, Underwriting, Policy, Training, Nonprofits, Staff Development, Community Outreach, Small Business, Recruiting, Team Leadership, Public Relations, Entrepreneurship, Business Development, Event Management, Negotiation, Social Networking, Business Planning, Contract Negotiation, Marketing Strategy, New Business Development, Analysis, Sales, Social Media
Education
DePaul University 1977 — 1982
BS Commerce, Marketing/Financial Management
Acxiom January 1999 - Present
First Chicago 1997 - 1999
First Chicago December 1995 - 1997
First Card/First Chicago/NBD March 1993 - December 1995
United Airlines August 1983 - March 1993
Automated Concepts Inc. 1981 - 1983
Skills
Programming, Mainframe, Solution Development, SDLC, COBOL, Unix, Solution Architecture, Analysis, ETL, SQL, SAS, Databases, Business Analysis, Database Design, PL/SQL, Requirements Analysis, Data Warehousing, Shell Scripting, Microsoft SQL Server, Unix Shell Scripting, Data Modeling, Datastage, Oracle, DataStage
Education
Illinois Institute of Technology 1974 — 1978
Wells Fargo April 2012 - Present
Wells Fargo June 2010 - April 2012
JPMorgan Chase 2007 - 2008
JPMorgan Chase 2001 - 2006
Bank One 1998 - 2000
First Chicago 1994 - 1997
First Chicago 1990 - 1994
Skills
Capital Markets, Credit, Executive Management, Treasury Management, Commercial Banking, Banking, AML
Education
Claremont Graduate University
M.A., International Relations
The College of William and Mary
B.A., French with Honors
Thunderbird School of Global Management
M.B.A., Finance
Westminster Schools
Tonsorial Tutorials March 2014 - Present
Slim's Barber Shop June 2005 - Present
Model Barber Shop February 2001 - November 2005
First Chicago August 1997 - February 2001
Skills
Customer Service, Strategic Planning, Cosmetology, Advertising, Training, Sales, Management, Small Business, Public Speaking, Marketing Strategy
Education
Cosmetology and Spa Institute 2000 — 2001
Trade, Cosmetology
Benedictine University 1993 — 1997
B.A., Communications
Jacobs
White Memorial Medical Center July 2006 - Present
Independent Human Resources Consultant March 2002 - July 2006
Mercer Human Resource Consulting March 2001 - March 2002
Heller Financial April 1999 - February 2001
First Chicago December 1991 - March 1999
City National Bank July 1983 - August 1991
Wells Fargo May 1981 - June 1983
Skills
Employee Engagement, Leadership Development, Management, Employee Relations, Workforce Planning, Performance Management, Benefits Administration, Human Resources, Coaching, Personnel Management, Succession Planning, Talent Management, SPHR, Onboarding, Deferred Compensation, Employee Benefits, Talent Acquisition, Applicant Tracking..., Labor Relations, Leadership, Organizational..., Training, Team Building, Strategic Planning
Education
La Sierra University 2007 — 2008
MBA, Human Resource Management
Chaminade University of Honolulu
B.A., Liberal Arts
St. John's Seminary College
SIA Group 2001 - Present
CSC September 1992 - January 2000
Deutsche Bank August 1996 - March 1999
First Chicago 1990 - 1992
Skills
Hogan Software, ODS (Online Delivery..., PASS (Platform..., CAMS (Hogan..., IBM Mainframe, DB2, CICS, Hogan CIS, Hogan IDS
Education
University of Illinois at Urbana-Champaign 1980 — 1985
Bachelor of Science (BS), English Literature and Psychology
DePaul University
Computer Career Systems Certificate
JPMorgan Chase March 2014 - Present
Chase December 2012 - March 2014
Chase May 2006 - December 2012
Chase December 2003 - April 2006
BankOne/FCNBD May 1997 - November 2003
First Chicago January 1994 - May 1997
Skills
Business Analysis, Process Improvement, Training, Risk Management, Leadership, Banking, Project Planning, Requirements Gathering, User Acceptance Testing, Lotus Notes, Healthcare, Management, Help Desk Support, Project Management, Business Requirements, Commercial Banking, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Prioritize Workload, Communication, Training Delivery, Time Management, Technical Support, Strategic Planning, Solution Implementation, Project Implementation
Education
DePaul University 2011 — 2014
Bachelor's Degree, Project Management, 3.9
Mechanical Doctors December 2009 - Present
Intuit September 2007 - February 2011
The LaSalle Network January 2008 - June 2008
Verizon Wireless October 2002 - April 2006
Corecomm Communications November 1998 - October 2002
First Chicago October 1994 - May 1998
Skills
Call Center, Customer Service, Business Planning, Data Entry, Hiring, Payroll, Mentoring, Fundraising, Administrative Support, Operations Management, Recruiting, Leadership Development, Time Management, Microsoft Excel, Team Leadership, Budgets, Management, Coaching, Administrative..., Retail, Process Scheduler, Event Planning, Training, PowerPoint, Strategic Planning, Call Centers, Nonprofits, Sales, Marketing, Leadership, Process Improvement, Public Speaking, Small Business, Conflict Resolution, Team Building, Outlook, Microsoft Office, System Administration, Event Management, Customer Satisfaction, Accounting, Social Networking, Microsoft Word, Social Media Marketing
Education
Robert Morris College 2001 — 2004
Associate of Arts (AA), Business administration, 3.3
DeVry University 2001 — 2001
Associate's degree, Business Administration and Management, General
Arts eVentures, Inc. January 2000 - Present
Lawrence Capital August 1994 - December 1999
First Chicago June 1979 - August 1994
Citicorp January 1976 - December 1978
Skills
SEM, Email Marketing, Sales Management, Online Marketing, SEO, Online Reputation..., PPC, Social Media Marketing, E-commerce, Web Design, Lead Generation, Strategic Planning, Online Advertising, Management, Fundraising, Sales, Small Business, Leadership, Entrepreneurship, Advertising, Strategy, Social Networking, Social Media, Start-ups, Business Development, Marketing Strategy, Strategic Partnerships, Marketing, Brand Development, Digital Media, Negotiation, Digital Marketing, Blogging, Business Strategy, New Business Development, Nonprofits, Public Relations, Event Management, Marketing Communications, Entertainment, Mobile Marketing, Digital Strategy, Content Strategy, New Media, Facebook, Direct Marketing, Copywriting, Integrated Marketing, WordPress, Website Development
Education
Columbia University - Columbia Business School
MBA
Columbia University in the City of New York
Bachelor's degree, Music
UBS Private Wealth Management October 2008 - Present
Lehman Brothers 2003 - 2007
First Chicago July 1998 - February 2002
Education
The University of Chicago - Booth School of Business 2000 — 2002
MBA, Finance & Accounting
Drake University 1994 — 1998
BS, Finance
Timucuan Asset Management November 2010 - Present
Martin Capital Management October 1993 - November 2010
First Chicago 1989 - 1993
Skills
Asset Managment, Investment Management, Investments, Equities
Education
University of Notre Dame - Mendoza College of Business 1996 — 1997
MBA
DePauw University 1985 — 1989
B.A., Economics
The Carlyle Group September 2013 - Present
Parkway Properties June 2012 - Present
TPG Capital March 2011 - August 2013
General Growth Properties October 2008 - December 2010
Chiasso 2006 - 2008
Polaris Capital LLC 2003 - 2008
Urban Shopping Centers 1993 - 2000
JMB Realty Corp 1987 - 1993
First Chicago 1983 - 1987
Skills
Disposition, Asset Managment, Due Diligence, Real Estate, Valuation
Education
Northwestern University - Kellogg School of Management 1987 — 1990
Masters of Management, Real Estate, Marketing
Cornell University 1979 — 1983
BA, HIstory
Room-to-Room Solutions, Inc. August 2000 - Present
The Interior Design Society Chicago and Illinois Chapter January 2012 - December 2013
The Interior Design Society Chicago and Illinois Chapter January 2010 - December 2011
The Orland Park Lacrosse Club 2009 - 2010
The Interior Design Society Chicago and Illinois Chapter January 2008 - December 2009
First Chicago February 1982 - February 1994
Betty's of Winnetka February 1978 - February 1980
Skills
Furniture, Interior Design, Residential, Budgeting, AutoCAD, Retail, Scheduling, Planning, Window Treatments, Interiors, Home Staging, Sustainability, Writing, Construction, Art, Draperies, Feng Shui, Upholstery, Renovation, Relocations, Merchandising, Bedding, Microsoft Office, Customer Relations, Small Business, Customer Service, Word, Product Development, Excel, PowerPoint, Strategic Planning, Sales Management, Furnishings, Problem Solving, Marketing Strategy, Textiles, Photoshop, Coordination, Forecasting, Research, Contract Negotiation, Market Planning, Space-planning, Space planning, Custom Furniture, Floor Plans, Relocation, Residential Design, Creative Direction, Blinds
Education
Governors State University 2014 — 2015
Bachelor’s Degree, Multi-/Interdisciplinary Studies, Criminal Justice, Communication, straight 4.0 Grade Point Average out of 4.0
Art Institute of Pittsburgh 2004 — 2005
Residential Interior Design, Interior Architecture, AutoCAD, Adobe Illustrator, Adobe Photoshop-Professional Level
DePaul University 1988 — 1990
Business, Business
Moraine Valley Community College 1983 — 1987
Business Transfer, Business Law, Accounting
Fox College 1981 — 1982
Administrative Assistant Diploma, English, Gregg Shorthand, Accounting and Public Speaking, 4.0
Ball State University August 2010 - Present
Indiana Tech January 2010 - Present
Hickle CPA Group 2009 - Present
JPMorgan Chase 1997 - 2008
JP Morgan 1997 - 2008
First Chicago 1989 - 1997
NBD May 1978 - 1989
Skills
Strategic Financial..., Investments, Auditing, Retirement Planning, Accounting, Estate Planning
Education
Indiana University - Kelley School of Business 1981 — 1986
MBA, Finance
Indiana University - Kelley School of Business 1974 — 1978
BS, Accounting
Esulep October 2013 - Present
Axiom Group LLC April 2013 - May 2013
Axiom Group, LLC December 2007 - March 2013
Getco LLC January 2006 - October 2007
Getco LLC February 2004 - January 2006
NewArc Investments March 2000 - February 2004
First Chicago July 1997 - October 1999
Price Waterhouse 1990 - 1995
Skills
Financial Risk, Strategy, Commodity Markets, Hedge Funds, Trading, Recruiting, Coaching, Capital Markets, Leadership, Portfolio Management, Management, Entrepreneurship, Start-ups, Business Development, Risk Management, Trading Systems, Business Strategy, Equity Derivatives, Financial Markets, Investment Banking, Investments, Options, Team Management, High Frequency Trading, Asset Management, Analytics, Investor Relations, Alternative Investments
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA
Princeton University 1986 — 1990
BSE
Providence Country Day School 1979 — 1986
JP Morgan Chase December 2006 - Present
Chicago Board of Trade December 2001 - December 2005
PricewaterhouseCoopers April 1996 - 2001
First Chicago NBD 1993 - 1996
First Chicago 1983 - April 1993
Skills
Program Management, Strategy, Change Management, Integration, Project Management, Management, Mergers & Acquisitions, Leadership, Process Improvement, Consulting, Business Process..., Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA
Loyola University Chicago
BBA
Performance Trust Capital Partners January 2013 - Present
Performance Trust Capital Partners September 2009 - December 2012
JP Morgan, Investment Bank 2005 - May 2009
Bank One 2001 - 2005
First Chicago NBD 2000 - 2001
First Chicago 1998 - 2000
Skills
Business Analysis, Requirements Analysis, Vendor Management, Integration, Software Development, Acceptance Testing, Capital Markets, Fixed Income, Derivatives, Interest Rate..., Investment Banking, Middle Office, Back Office, Project Management, Agile Project Management, Certified Scrum Master..., Team Leadership, Spanish
Education
DePaul University 1994 — 1998
B.S in Commerce, Finance, Portfolio Management
Roger Sullivan High School 1986 — 1990
IAMS 1980 — 1986
Gift of Adoption 2009 - Present
Chicago Finance Exchange January 2007 - Present
Pluscios Management June 2006 - Present
JPMorgan November 2004 - May 2006
HSBC 2003 - 2004
PwC Consulting/IBM July 2000 - October 2003
First Chicago 1995 - 2000
Mayer Brown 1992 - 1995
Skadden Arps 1990 - 1992
Skills
Capital Markets, Hedge Funds, Strategic Planning, Alternative Investments, Investments, Portfolio Management, Project Management, Financial Analysis, Derivatives, Strategy, Investor Relations, Financial Services, Finance, Due Diligence, Management Consulting, Structured Finance, Investment Management, Analysis, Management, Asset Management
Education
Northwestern University - Kellogg School of Management 1998 — 2000
Master of Business Administration (MBA)
Chicago-Kent College of Law, Illinois Institute of Technology 1987 — 1990
JD
Northern Illinois University 1980 — 1982
BA
Lane Technical High School 1973 — 1977
Trust Company of Illinois December 2002 - September 2011
Harris Bank 2000 - 2001
Merrill Lynch Trust Company 1996 - 2000
First Chicago 1986 - 1996
First National Bank of Elgin 1986 - 1996
Skills
Trust Administration, Estate Planning, Wealth Management, Estate Law, Trusts, Estate Administration, Guardianship, Income Tax, Wills, Retirement Planning, Investments, Insurance, Litigation, Tax, Strategic Financial..., Real Estate, Finance, Retirement, High Net Worth..., Trust Services, Estate Tax Planning, Securities, Asset Management, LLC, Asset Allocation, Financial Planning, Personal Income Tax..., Retirement Income..., Income Protection, Banking
Education
The John Marshall Law School 1981 — 1984
JD, Law
Bradley University 1977 — 1981
BS, Accounting
Benet Academy 1973 — 1977
Diploma HS
Sacred Heart School, Lombard, IL 1966 — 1973
Diploma
EN Engineering September 2007 - Present
Primera Engineers September 2004 - September 2007
Montgomery Watson Harza October 1996 - August 2004
MWH October 1996 - August 2004
Arthur Andersen December 1990 - October 1996
Spicer & Oppenheim January 1986 - December 1990
First Chicago December 1977 - January 1986
Skills
Due Diligence, Financial Reporting, Financial Analysis, Mergers, Budgets, Accounting, Managerial Finance, Strategic Planning, Internal Controls, Financial Modeling
Education
DePaul University 1979 — 1983
Bachelor of Science (BS), Accounting
St. Laurence H.S. 1975 — 1979
SJSA
Wells Fargo November 2014 - Present
Wells Fargo May 2012 - Present
Wells Fargo 2009 - Present
Wells Fargo January 2011 - February 2013
Wells Fargo May 2003 - May 2012
Bank of America 1996 - 2003
First Chicago February 1994 - May 1996
Skills
Banking, Securities, Derivatives, Investments, Documentation, Software Documentation, Equities, Trading, Portfolio Management, Fixed Income, Investment Banking, Financial Services, FX Options, Risk Management, Capital Markets, Leadership, Hedge Funds
Education
University of Illinois 1990 — 1993
BS, Finance, emphasis on Banking and Investments
DePaul University 1989 — 1990
JPMorgan May 1995 - Present
Pittard Sullivan 1994 - 1997
First Chicago August 1990 - December 1992
Skills
Capital Markets, Private Banking, Commercial Banking, Fixed Income, Investment Banking, Financial Modeling, Hedge Funds, Alternative Investments, Private Equity, Equities, Derivatives, Financial Analysis, Portfolio Management, Series 7
Education
Northwestern University - Kellogg School of Management 1990 — 1993
MBA, Finance
Duke University 1986 — 1990
BA, Economics, French
Chicago Sensor March 2014 - Present
Castle Currency Management April 2012 - February 2014
BMO Capital Markets February 2006 - May 2012
JPMorgan Chase January 2004 - January 2006
First Chicago February 1995 - January 2004
FMC December 1987 - January 1995
Anixter May 1986 - December 1987
Skills
Derivatives, FX Options, Capital Markets, Options, Fixed Income, Currency, Treasury Management, Equities, Trading Systems, Financial Markets, Trading, Hedging, Bloomberg, Portfolio Management, Structured Finance, Investment Banking, Hedge Funds, Swaps, Financial Modeling, Electronic Trading, Structured Products, Commodity, Foreign Exchange, Financial Risk, Banking, Financial Services, Financial Structuring, Middle Office, Valuation, Risk Management, FX trading, Investments, Cash Management, Credit Derivatives, Corporate Finance, Credit Risk, Alternative Investments, Equity Trading, Back Office, Money Market, Asset Management, Bloomberg Terminal, Market Risk, Bonds, Equity Derivatives, FX Hedging, Trading Strategies, Treasury, Emerging Markets, Private Equity
Education
DePaul University 1988 — 1990
MBA Finance, International
Northern Illinois University 1981 — 1986
Bachelor, Accounting
MUFG Union Bank, N.A. 2008 - Present
LaSalle Bank, N.A. May 2003 - January 2008
ABN AMRO March 2001 - May 2003
Credit Agricole Indosuez November 1999 - March 2001
The Long Term Credit Bank of Japan, Ltd. August 1996 - August 1999
Textron Financial April 1995 - August 1996
Household Commercial Financial Services July 1990 - April 1995
First Chicago May 1988 - July 1990
Skills
Portfolio Management
Education
Benedictine University 1986 — 1988
MBA, Finance
Illinois State University 1979 — 1983
Credit Suisse HOLT June 2014 - Present
Credit Suisse HOLT June 2009 - Present
Credit Suisse HOLT September 2000 - May 2009
HOLT Value Associates June 1997 - August 2000
First Chicago July 1994 - May 1997
Skills
Product Development, Strategy, Valuation, Accounting, Equities, Derivatives, Portfolio Management, Equity Valuation, Sales Management, Branding Initiatives
Education
Carnegie Mellon University - Tepper School of Business 1992 — 1994
MSIA, Finance
University of Illinois at Urbana-Champaign 1986 — 1990
BA, Economics
The University of Chicago January 2009 - Present
JPMorgan Chase August 2004 - August 2007
Bank One September 1996 - July 2004
First Chicago January 1990 - September 1996
First Chicago April 1976 - December 1989
Skills
Cash Management, Budgets, Forecasting, Accounting, Finance, Financial Analysis, Mergers & Acquisitions, Analysis, Cost Accounting, Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1976 — 1980
MBA, Finance
DePaul University 1970 — 1974
BSC, Accounting
Business Finance Group June 2010 - Present
Bank of America March 2007 - February 2009
LaSalle Bank 2004 - 2005
Harris Bank 1994 - 2005
First Chicago 1989 - 1994
Manufacturers Hanover Trust 1984 - 1987
Education
University of Michigan - Stephen M. Ross School of Business 1987 — 1989
MBA, Finance
Cornell University 1980 — 1984
PayPal Credit NA June 2014 - Present
Capital One Financial May 2002 - June 2014
Citigroup 1998 - 2001
Wells Fargo 1996 - 1998
First Chicago 1994 - 1996
GE Capital 1991 - 1994
Chase Manhattan Corporation 1989 - 1991
Citibank 1986 - 1989
Skills
Strategy, Risk Management, Cross-functional Team..., Portfolio Management, Credit, Product Management, Business Development, Credit Cards, Leadership, Financial Risk, Retail Banking, Change Management, Integrated Marketing, Strategic Planning, Product Development
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Marketing and Finance
University of Nebraska-Lincoln 1981 — 1985
Bachelor of Science (BS), Finance and Marketing
Hewlett-Packard January 2014 - Present
Hewlett Packard January 2008 - January 2014
HSBC January 2006 - January 2008
HSBC August 2001 - December 2005
ClearCross 1998 - 2001
Computer Associates July 1996 - August 1998
Quantra Corporation April 1994 - July 1996
First Chicago 1989 - 1994
Bell Laboratories 1988 - 1989
Skills
Business Analysis, Program Management, Enterprise Architecture, Solution Architecture, IT Strategy, Process Improvement, Vendor Management, Business Intelligence, SDLC, Cloud Computing, HP, Leadership, Enterprise Software, Data Center, Pre-sales, Software Development, Testing, ITIL, Integration, SaaS, Project Management, Infrastructure...
Education
Benedictine University 1984 — 1988
HKIS 1978 — 1983
Griffin & Gallagher, LLC October 1997 - Present
First Chicago 1997 - 1997
Skills
Loans, Litigation, Real Estate, Condos, Real Estate Transactions, Arbitration, Estate Planning, Commercial Real Estate, Commercial Lending, Courts, Civil Litigation, Wills, Trusts
Education
Illinois Institute of Technology 1993 — 1996
Edward Jones Investments Vice PresidentFirst ChicagoAugust 1988 - August 1997
First Chicago 1988 - 1997
Education
The University of Chicago Booth School of Business 1988 — 1989
Grinnell College 1980 — 1984
GlobalMacro Capital Management June 2012 - Present
OFI Institutional Asset Management 2004 - 2007
Bank One Corporation 1997 - 2003
First Chicago NBD Investment Management Group 1994 - 1997
First Chicago 1989 - 1994
Skills
Hedge Funds, Portfolio Management, Investments, Fixed Income, Private Equity, Mutual Funds, Capital Markets, Due Diligence, Financial Modeling, Investment Strategies
Education
Northwestern University - Kellogg School of Management 1978 — 1980
Master of Business Administration (MBA), Marketing and Finance
Bradley University 1972 — 1976
BS, Economics
Child Care Resource Center July 2007 - July 2009
The Mortgage Zone 2005 - 2008
First Chicago November 1987 - 2001
Skills
Policy Analysis, Public Speaking, Customer Service, Non-profits, Data Entry, Community Outreach, Microsoft Word, Volunteer Management, Nonprofits, Policy, Event Planning, Public Relations, Fundraising, Data Analysis, Leadership, Training, Public Policy, Social Networking, Media Relations, Event Management, Social Media, Community Development, Microsoft Office
Education
Briarcliffe College
Visa 2009 - Present
Visa USA 2005 - 2009
Visa 2003 - 2005
Union Bank of California 2002 - 2003
Bank of America 1998 - 2002
Cash Station, Inc. 1991 - 1998
The First National Bank of Chicago 1990 - 1991
First Chicago 1987 - 1990
Skills
Credit Cards, Product Management, Strategic Planning, Payments, Mobile Payments, Debit Cards, Leadership, Financial Services, Electronic Payments
Education
J.L. Kellogg Graduate School of Management, Northwestern University 1987 — 1991
Master of Management, Finance, Marketing
Georgetown University 1983 — 1987
Bachelor of Arts (B.A.), American Studies, Cum Laude
Silver Leaf Partners March 2013 - Present
Centenium Advisors LLC 2006 - March 2013
Natixis January 2004 - June 2004
Natixis Commodity Markets January 2004 - June 2004
Natexis Bleichroeder January 2003 - June 2004
Arnhold and S. Bleichroeder 1993 - 2004
Bankers Trust Company 1988 - 1991
First Chicago 1985 - 1988
The First National Bank of Chicago 1985 - 1988
Chase Manhattan Bank 1976 - 1983
Education
Harvard Business School 1974 — 1976
Ateneo de Manila University 1968 — 1972
College
Ateneo de Manila University 1964 — 1968
High School
The Mpower Group June 2000 - Present
Dominican University 2013 - Present
ILCPA Society 2004 - Present
The Mpower Group 2012 - 2015
The Mpower Group 2012 - 2015
The Mpower Group 2012 - 2015
JPMorgan Chase (formerly Bank One, First Chicago NBD) June 1996 - May 2000
First Chicago October 1987 - January 1996
First United Financial Services April 1985 - September 1987
Ernst & Whinney July 1981 - April 1985
Skills
Strategic Sourcing, Spend Analysis, Procurement, Supply Chain, Sourcing, Global Sourcing, eSourcing, Outsourcing, Supply Chain Management, Cost Benefit, Supply Chain..., Vendor Management, Supply Management, Change Management, Business Process..., Talent Management, Leadership, Management, Cross-functional Team..., Strategy, Program Management, Management Consulting, Supplier Negotiation, Contract Negotiation, Organizational..., Consulting, Organizational Design, Process Improvement, Strategic Planning, Business Transformation, Negotiation, Team Building, Business Strategy, Mentoring
Education
The University of Chicago - Booth School of Business 1986 — 1991
MBA, Finance
Dominican University 1978 — 1981
B.A., Accounting, Retail Merchandising, Graduated in three years - Cum Laude
KL Capital January 2014 - Present
Allston Trading February 2013 - September 2013
Spot Trading LLC April 2009 - November 2012
Barclays Capital January 2005 - April 2009
Columbia University 2005 - 2006
XL Capital October 2002 - December 2004
Citadel Investment Group January 2000 - December 2001
ABN AMRO April 1996 - December 1999
First Chicago January 1994 - March 1996
Illinois Institute of Technology 1995 - 1996
Skills
Quantitative Finance, Fixed Income, Hedge Funds, Quantitative Analytics, Derivatives, Equity Derivatives, Credit Derivatives, Interest Rate..., c++, Options, Structured Products, Trading Strategies, Volatility, Financial Engineering, Emerging Markets, Trading, C++, Quantitative Investing, Swaps, ETFs, Electronic Trading, Financial Markets, Market Making, Time Series Analysis, High Frequency Trading, Valuation, Risk Management, Financial Services, Market Data, FX Options, Equity Trading, Equities, Bloomberg, Alternative Investments, Hedging, Trading Systems, Commodity, Econometrics, Low Latency, Portfolio Management, Capital Markets, Volatility Arbitrage, Monte Carlo Simulation, Proprietary Trading, Portfolio Optimization, Financial Modeling, Market Risk, Technical Analysis, Equity Research, VBA
Education
Case Western Reserve University - Weatherhead School of Management 1987 — 1992
PhD, Operations Research, 4.0
Huazhong University of Science and Technology 1978 — 1985
BS/MS, Industrial Automation/Systems Engineerrng
J.P. Morgan 2010 - February 2013
J.P. Morgan 2007 - 2010
J.P. Morgan 2005 - 2007
Bank One/J.P. Morgan 2002 - 2005
Bank One 2001 - 2002
First Chicago NBD/Bank One 1997 - 2001
First Chicago NBD 1996 - 1997
First Chicago 1993 - 1996
Education
Northwestern University - Kellogg School of Management 1993 — 1996
Master of Business Administration (M.B.A.), Finance, Marketing
Duke University 1989 — 1993
Bachelor of Arts (B.A.), Economics
Semi- Retired 2005 - Present
Marketing Reinforcements October 2009 - February 2012
Sprint Nextel Corporation April 2004 - April 2008
Best Software August 2003 - April 2004
APlus Consulting 2000 - 2002
Fair Isaac February 1998 - November 2001
Wachovia November 1995 - February 1998
First Card 1987 - 1996
JPMorgan Chase ( First Chicago/ First Card/ Bank One) 1987 - 1995
First Chicago 1980 - 1995
Skills
Direct Marketing, Cross-functional Team..., CRM, Analytics, Strategy
Education
Northwestern University - Kellogg School of Management 1980 — 1982
MM, MIS and Accounting
Arizona State University 1971 — 1976
BS, Psychology
August & Associates CPA March 2000 - Present
Chicago Title and Trust May 1983 - March 2000
Chicago Title and Trust March 1996 - August 1998
First Chicago 1973 - 1983
Skills
Sarbanes-Oxley Act, Accounting
Education
St. Joseph's College (IN) 1967 — 1970
BS, Accounting
Governors State University
Masters, Business Administration
Abbott July 2004 - December 2008
Mckesson 2000 - 2003
SAP Ameraica 1998 - 2000
First Chicago 1998 - 1999
Harris bank 1997 - 1998
Birla horizon 1995 - 1997
eastern software 1994 - 1995
Education
Devi Ahilya Vishwavidyalaya 1991 — 1994
MCA, Comuters
Delhi University 1988 — 1991
Bsc., Physics
U.S. Trust/Bank of America May 2006 - Present
JPMorgan 1997 - 2006
First Chicago 1996 - 1997
Skills
Alternative Investments, Wealth Management, Portfolio Management, Hedge Funds, Asset Management, Asset Managment, Investment Management, Investments, Fixed Income
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2001
M.B.A., Finance
Illinois State University 1993 — 1995
Bachelor of Science (B.S.), Finance
SBH Marketing, Inc. Marketing ManagerEMAK Worldwide, Inc.1995 - 1997
First Chicago 1988 - 1990
Skills
Marketing Strategy, Strategic Partnerships, Marketing Communications, Product Marketing, Brand Management, Business Strategy, Social Media Marketing
Education
University of St. Andrews 1985 — 1986
Economics and Art History
Hamilton College
UCLA Anderson School of Management
MBA, Marketing
Chessiecap Securities 2003 - Present
Grotech Capital Group 2000 - 2002
Legg Mason 1997 - 2000
Ferris, Baker Watts 1990 - 1997
Drexel Burnham Lambert 1988 - 1990
First Chicago 1985 - 1988
Skills
Mergers, Private Placements, Valuation, Strategic Consulting, Fairness Opinions, Corporate Finance, Investment Banking, Strategic Partnerships, Restructuring, Business Valuation
Education
Yale University - Yale School of Management 1983 — 1985
MPPM, Management, Finance
Harvard University 1972 — 1976
AB, English Literature
Harris Bank N.A. August 2010 - Present
transitioning to new career March 2009 - November 2010
Bank of America Business Capital January 2008 - March 2009
Bank of America 2007 - 2009
Bank of America Business Capital / LaSalle Business Credit, LLC 1997 - 2009
LaSalle Business Credit / LaSalle Bank 1997 - 2009
ABN AMRO Bank/LaSalle Bank 1997 - 2006
First Chicago 1977 - 1997
The First National Bank of Chicago 1977 - 1997
Education
DePaul University 1997 — 1999
Accounting
Indiana University - Kelley School of Business 1975 — 1977
MBA, Finance
Ohio University 1969 — 1973
BA, Psychology
Rafael Properties OwnerLuckyMonkey.comFebruary 2010 - August 2011
TSC Container Freight November 2005 - January 2010
ConAgra Foods January 2001 - September 2004
ConAgra Foods March 1997 - December 2000
Natsource October 1995 - February 1997
First Chicago March 1992 - October 1995
Texport Oil March 1988 - February 1992
Goldman Sachs July 1982 - February 1988
Skills
Commodity, Swaps, Options, Financial Risk, Natural Gas, Entrepreneurship, Energy, Business Strategy, Trading, Strategic Planning, Small Business
Education
Carnegie Mellon University - Tepper School of Business 1978 — 1982
IFRS Foundation June 2010 - Present
Harvard University July 2009 - May 2010
Dresdner Kleinwort May 2005 - November 2007
Commerzbank Capital Markets July 2003 - November 2004
Credit Lyonnais March 2000 - July 2003
Scotia Capital Markets August 1996 - March 2000
Citibank May 1994 - August 1996
PARIBAS August 1994 - June 1996
First Chicago June 1982 - August 1992
Skills
Hedge Funds, Financial Structuring, Fixed Income, Derivatives, Structured Finance, Trading, Credit Derivatives, Mutual Funds, Structured Products, Interest Rate..., Capital Markets, Emerging Markets, ABS, Investment Banking, Equities, Commodity, Bloomberg, Alternative Investments, Asset Managment, Equity Derivatives
Education
Harvard Kennedy School of Government 2009 — 2010
MPA, Regulatory Policy
The University of Chicago - Booth School of Business 1982 — 1986
Master of Business Administration (MBA), Finance, General
Tidelands Condominium Association April 2010 - Present
VAS Advisory Services, Inc January 2000 - Present
Food Ingredients Processing co. January 2010 - May 2014
Young America, Inc April 2007 - October 2008
The Signature Group 1994 - 2000
Pansophic 1985 - 1990
Pansophic Systems 1984 - 1990
First Chicago 1980 - 1985
Skills
Call Center, Operations Management, Strategic Planning, Process Improvement, Business Planning, Business Strategy, Team Leadership, Outsourcing, Strategy, Project Management, Contract Negotiation, CRM, New Business Development, Call Centers, Product Management, Cross-functional Team..., Start-ups, Business Development, Program Management, Vendor Management, Business Process..., Risk Management, Change Management, Budgets, Mergers & Acquisitions, Management Consulting, Strategic Partnerships, Management, Leadership, Team Building, Marketing Strategy, Finance, Marketing, Analytics, Business Intelligence, Executive Management
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, International Finance
City University of New York City College 1968 — 1972
Bachelor of Arts (BA), Computational and Applied Mathematics
JPMorgan Chase April 2004 - April 2007
Bank One September 2001 - April 2004
First Chicago 1984 - 2001
First Chicago 1979 - 1984
First Chicago 1979 - 1984
Education
DePaul University 1977 — 1981
MBA, Finance
DePaul University 1974 — 1977
BA, History
IFF Senior Messaging SpecialistInternational Flavors & Fragrances, Inc.1999 - Present
First Chicago 1986 - 1995
Education
City University of New York-Hunter College 1964 — 1968
Esri March 2012 - Present
CoreLogic October 2008 - March 2012
Countrywide Bank 2007 - 2008
Appsoft Consulting 2004 - 2007
Union Bank of California 1999 - 2004
Home Savings of America 1998 - 1999
Learmonth & Burchett Management Systems (LBMS) 1995 - 1998
GMAC-RFC 1993 - 1995
First Chicago 1978 - 1986
Standard Chartered Bank 1976 - 1978
Skills
SDLC, Vendor Management, Requirements Analysis, Software Project..., Program Management, Business Analysis, Business Process, Data Warehousing, Enterprise Software, Project Management, Agile Project Management, PMP, Agile Methodologies, Visio, PMO, Project Portfolio..., Business Intelligence, IT Strategy, Integration, Requirements Gathering, Enterprise Architecture, Business Process..., IT Management, Project Delivery, Business Requirements, ITIL, Resource Management
Education
California State Polytechnic University-Pomona 1986 — 1990
B.S., Computer Information Systems
JPMorgan Chase August 2010 - Present
Northern Trust January 2009 - August 2010
JPMorgan Chase November 2004 - September 2008
Bank One July 2003 - November 2004
First Chicago July 1997 - July 2003
Education
DePaul University 1995 — 2003
Bachelor's, Finance
Seaway Bank and Trust May 2010 - Present
Great Lakes Bank 2005 - 2009
First Chicago 1998 - 2001
Skills
Credit, Relationship Management, Financial Analysis, Commercial Lending, Banking, Commercial Banking, Loans, Portfolio Management, Commercial Mortgages, Credit Analysis, Small Business Lending, Customer Service
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Finance
Southern Illinois University, Carbondale 1985 — 1989
Bachelors of Science, Marketing
Middleburg Design Company 2005 - 2007
Engenia Software 2002 - December 2004
Tenzing LLC 2000 - 2002
Visix, Inc. 1997 - 2000
Seer Technologies 1992 - 1996
First Chicago 1982 - 1984
FMC 1977 - 1983
Skills
Team Leadership, Microsoft Office, Business Strategy, Copy Editing, Research, Proofreading, Nonprofits, Publishing, News Writing, Speech Writing, Editing, Blogging, Strategic Planning, Management, Intellectual Property, Leadership, Web Content, Employment Law, Public Speaking, Proposal Writing, Technical Writing, Social Networking, Start-ups, Strategic Partnerships, Strategy, Social Media
Education
Northwestern University - Kellogg School of Management 1980 — 1982
MM, Accounting, Finance & Management Policy
Harvard Law School 1973 — 1976
JD, Law
Wellesley College 1970 — 1973
AB, Political Science
Bank of Montreal/Harris July 1993 - Present
Irish Fellowship Educational & Cultural Foundation of Chicago January 1993 - Present
Childrens Memorial Hospital of Chicago January 1988 - January 2002
First Chicago January 1990 - August 1993
Arthur Andersen & Company 1980 - 1990
Skills
Financial Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1982 — 1985
MBA with Distinction, Business
Northern Illinois University 1976 — 1980
BS, Accounting
Brother Rice
Private Banking and Investment Group at Merrill Lynch July 2004 - Present
First Chicago 1994 - 1999
United Technologies Otis Elevator 1991 - 1994
Newell Company 1985 - 1989
Touche Ross 1982 - 1985
Education
Harvard Business School 1989 — 1991
MBA
University of Notre Dame 1978 — 1982
BBA
Cathedral Prep 1974 — 1978
Episcopal Diocese of Pennsylvania January 2012 - Present
Episcopal Cathedral of Philadelphia January 2012 - Present
Princeton Club of New York 1996 - Present
Summit Regional Holdings 2009 - 2010
LibertyPointe Bank 2007 - 2009
Bayerische Landesbank 2005 - 2006
Merrill Lynch 1997 - 2000
First Fidelity Bank November 1989 - April 1997
First Chicago 1970 - 1987
Skills
Portfolio Management, Banking, Credit, Private Equity, Commercial Banking, Loans, Underwriting, Credit Analysis, Risk Management, Capital Markets, Due Diligence, Financial Analysis, Financial Modeling, Financial Risk, Corporate Finance, Investment Banking, Real Estate, Valuation, Executive Management, Restructuring, Project Finance, Leadership, Management, Real Estate Economics, Emerging Markets, Financial Structuring, Cash Management, Finance, Mergers & Acquisitions, Strategy, Investments, Commercial Lending, Asset Management, Strategic Financial..., Securities, Structured Finance, Financial Services, Venture Capital, Funding, Enterprise Risk..., Treasury Management, Wealth Management, Small Business Lending, Alternative Investments, Financial Advisory, Asset Based Lending, Investment Management, Hedge Funds, Mutual Funds, Equities
Education
Harvard Business School 1965 — 1967
MBA, Business Administration
Princeton University 1961 — 1965
AB, Woodrow Wilson School
PNC June 2013 - Present
PNC Financial Services Group December 2010 - Present
PNC Financial Services Group 2009 - December 2010
National City Bank June 2005 - January 2008
JP Morgan Chase December 2004 - July 2006
Bank One October 2002 - December 2005
First Chicago July 1986 - October 2002
Skills
Mergers & Acquisitions, Credit, Cash Management, Treasury Management, Management, Financial Risk, Cash Flow, Asset Management, Treasury Services, Payments, Sales, Team Leadership, Mergers, Finance, Banking, Commercial Banking, Commercial Lending, Financial Analysis, Financial Reporting, Loans, Mergers, Strategic Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1982 — 1986
MBA, Finance
Loyola University Chicago 1979 — 1982
BBA, Public Accounting
NM Group Global LLC 2002 - Present
National Machinery LLC 2002 - Present
Alpha Capital Partners October 1984 - Present
First Chicago August 1977 - September 1983
First National Bank of Chicago 1977 - 1983
Education
Babson College
Lawrence University
Securus, Inc. June 2008 - March 2015
SpectraSite Communications June 1997 - July 2004
Masada Security April 1994 - June 1997
Falcon Cable TV September 1988 - April 1994
First Chicago June 1974 - September 1988
Education
Northwestern University - Kellogg School of Management 1976 — 1978
MBA, Finance & Accounting
Denison University 1971 — 1974
BA, History
Northwest Community Hospital September 2011 - Present
Verizon Wireless March 2011 - May 2012
PCI, Inc October 2002 - September 2008
PCIAA 2002 - 2008
First Chicago October 1977 - October 2001
Skills
Blackberry Enterprise..., Call Center, Call Centers, Blackberry, Cabling, Computer Hardware, Customer Experience, Active Directory, Data Center, Disaster Recovery, Desktop Computers, Help Desk Support, ITIL, JCL, Leadership, Mainframe, Microsoft Office 2003, Forecasting, Hardware, HP, IBM iSeries, Hardware Support, LAN-WAN, Insurance, MS Project, Microsoft Exchange, Network Security, Networking, Operating Systems, Operations Management, Process Improvement, Process Scheduler, Public Speaking, SDLC, Servers, Social Media, Software Documentation, System Administration, Team Leadership, Technical Support, Training, Unix, VPN, Vendor Management, Visio, Windows 7, Windows NT, Windows Server, Information Technology
Education
Elgin Community College 2004 — 2005
AS, Network Administration
Judson University 2002 — 2005
BA, Leadership and Management
Healthcare Information Services August 2009 - Present
JPMorgan Chase 2003 - 2009
BMO Harris Bank August 1998 - August 2003
Illinois Armored Car Corp August 1996 - August 1998
First Chicago 1980 - 1996
Skills
Revenue Cycle, Management, Process Improvement, Strategic Planning, Leadership, Financial Analysis, Risk Management
Education
DePaul University 1976 — 1980
BS, Management and Marketing
G3 Foodservice Consultants, LLC June 2014 - Present
Preferred Partner.com September 2004 - 2011
First Chicago September 1993 - May 1997
Indiana National Bank July 1988 - August 1993
Education
Butler University - College of Business Administration 1989 — 1993
Masters, Business
Hanover College 1984 — 1988
BA, Business
Raymond James & Associates July 2001 - Present
Banc of America Securities September 1997 - April 2001
First Chicago July 1990 - September 1997
Skills
Investment Banking, Valuation, Public Finance, Management, Healthcare, Investments, Financial Modeling, Private Equity, Mergers & Acquisitions, Capital Markets, Financial Analysis, Portfolio Management, Due Diligence, Bonds
Education
Cornell University - Johnson Graduate School of Management 1977 — 1979
MBA, Hospital Administration
Northeastern University 1971 — 1976
B.S., Biology
Holden International February 2008 - Present
Stride Rite August 1998 - February 2000
First Chicago August 1995 - August 1998
Skills
Marketing Strategy, Strategic Partnerships, Strategic Planning, Business Strategy, Strategy, SaaS, Account Management, B2B, Start-ups, Sales, Solution Selling, Sales Management, Professional Services, Coaching, Channel, Team Building, Entrepreneurship, Mergers
Education
Northwestern University - Kellogg School of Management 1995 — 1998
MBA, Marketing, Finance
Harvard University 1991 — 1995
AB, Economics
Optionshouse November 2011 - Present
RBC Capital Markets June 2010 - September 2011
TradeStation June 2009 - June 2010
Chicago Capital Markets, January 2007 - October 2008
HSBC Securities June 2002 - December 2006
Lehman Brothers June 1998 - June 2002
First Chicago June 1985 - June 1998
Skills
Options, Foreign Exchange, Electronic Trading, Commodity, Trading, Trading Systems, Financial Markets, Investments
Education
Illinois Institute of Technology 1992 — 1995
masters, financial markets and trading
Loyola University Chicago 1979 — 1981
BA, Political Science
Bank of America December 2012 - Present
HSBC August 2009 - January 2013
HSBC April 2008 - December 2009
Newtek Business Lending 2005 - 2008
Comerica 2003 - 2005
Heller Financial 1999 - 2001
First Chicago 1997 - 1999
LaSalle Bank 1994 - 1997
First Chicago 1992 - 1994
Skills
Loans, Credit, Small Business Lending, Mortgage Lending, Commercial Banking, Credit Risk, Risk Management, Banking, Underwriting
Education
Albion College 1984 — 1988
BA, Economics and Management
JP Morgan August 2009 - Present
UBS Wealth Management May 2006 - July 2009
Northern Trust Global Investments June 1999 - May 2006
Credit Suisse Asset Management/BEA Associates February 1997 - April 1999
First Chicago June 1990 - January 1996
Lehman Brothers 1988 - 1990
Manufacturers Hanover Trust May 1981 - July 1986
Skills
Portfolio Management, Investments
Education
Harvard University, John F. Kennedy School of Government 1986 — 1988
MPA, International Finance and Economics
Georgetown University 1975 — 1979
BSFS, Russian Area Studies
Southfield-Lathrup High School
CS Consulting 2007 - Present
JPMorgan Chase 2003 - 2007
Bank One 1995 - 2007
First Chicago 1994 - 2007
Skills
Treasury Services, Banking, Commercial Lending, Treasury Management, Commercial Banking, Payments, ACH, Credit Risk, Credit Analysis, Financial Analysis, Cash Management, Portfolio Management, Credit, Business Analysis, Loans, Relationship Management, Risk Management, Vendor Management, Financial Services, Process Improvement, Financial Risk, Underwriting, Financial Modeling, Mergers & Acquisitions, Finance, Strategic Planning, Business Process..., Capital Markets, FX Options, Small Business Lending, Credit Cards, Executive Management
Education
Gettysburg College 1965 — 1969
BA, Business Administration
University of Chicago MBA Program
Ally Financial Inc. October 2010 - Present
Wachovia, A Wells Fargo Company June 2009 - September 2010
Bank of America July 2008 - December 2008
Bank of America July 2007 - March 2008
Bank of America May 2004 - May 2006
Bank of America June 2002 - May 2004
Bank of America December 2000 - June 2002
ABN AMRO May 1998 - December 2000
ABN-AMRO March 1996 - May 1998
First Chicago January 1992 - December 1995
Skills
FX, Commodities, Risk, Credit, SDLC, Risk Management, Vendor Management, Application Development, Banking, Program Management, Integration, Business Intelligence, Project Portfolio..., Change Management, Process Improvement, Business Analysis, Software Project..., E-commerce, Enterprise Architecture, Agile, RAD, Requirements Analysis, SOA, Six Sigma, FX Options, Financial Risk, Agile Methodologies, Derivatives, Software Development, Project Management, Solution Architecture
Education
Illinois Institute of Technology 1998 — 1999
Information Technology Certificate Program
Saint Xavier University 1987 — 1991
Bachelor, Finance
Northern Trust - Corporate & Institutional Services May 2005 - Present
BNY Midwest Trust Company August 2000 - August 2004
Cole Taylor Bank April 1995 - April 2000
First Chicago February 1987 - April 1995
Skills
Financial Services, Banking, Relationship Management, Finance, Investments, Retail Banking
Education
DePaul University
Business Administration and Management, General
University of Illinois at Chicago
Business Administration and Management, General
The Chicago Corporation 2011 - Present
Lawrence Hall Youth Services 2010 - Present
Independent Consultant March 2009 - Present
The Gow School 2001 - Present
Australia and New Zealand Banking Group Ltd. May 2006 - October 2008
JP Morgan July 2004 - July 2005
Bank One International Holdings October 1998 - June 2004
First Chicago September 1974 - October 1998
The First National Bank of Chicago 1974 - 1996
Skills
Project Execution, Credit Risk, International Relations, Operations Management, International Business, Talent Management, Investment Banking, Risk Management, Capital, Mergers & Acquisitions, Portfolio Management, Banking, Due Diligence, Executive Management, Financial Services, Project Management, Credit, Fixed Income, Leadership, Private Equity, Financial Structuring, Strategy, Finance, Program Management, Restructuring, Mergers, Capital Markets, Management, Project Finance, Equities, Investments, Financial Institutions, Commercial Banking, Corporate Finance
Education
The University of Hong Kong 1981 — 1982
Post Grad Certificate, Contemporary Chinese Studies
Manchester Business School 1972 — 1974
MBA, Business and Finance
L-Università ta' Malta 1969 — 1972
BA Hon, Economics
CREDIT AGRICOLE CORPORATE AND INVESTMENT BANK May 2000 - Present
Credit Lyonnais May 2000 - May 2003
Banc One Capital Markets 1998 - 2000
First Chicago March 1987 - November 1998
Societe Generale July 1979 - March 1987
Bank of Montreal June 1977 - July 1979
Skills
Structured Finance, Investment Banking, Corporate Finance, Financial Structuring, Capital Markets, Energy, Energy Policy, Oil & Gas Industry, A&D, Debt Restructuring, Leveraged Finance, Mergers, Power Utilities, Derivatives, Mergers & Acquisitions, Credit Risk, Valuation, Banking, Due Diligence, Risk Management, Portfolio Management, Credit Analysis, Private Equity, Commercial Banking, Emerging Markets, Structured Products, Divestitures, Credit, Fixed Income, Project Finance, Commodity, Financial Markets, Hedging, Hedge Funds, LBO, Syndications, Equities, Trading, Finance
Education
Columbia University - School of International and Public Affairs 1975 — 1977
Masters, International Finance and Banking
Queens College 1971 — 1975
BA, Economics and Poli Sci
Regis High School 1967 — 1971
Manhattan College July 2010 - Present
PescaU October 2009 - June 2011
Queens University of Charlotte July 2007 - June 2010
Quinnipiac University August 1990 - July 2007
First Chicago 1987 - 1990
Education
The University of Edinburgh 1980 — 1986
PhD, Economics
New York University 1978 — 1980
MS, Chemistry
DePauw University 1974 — 1978
BA, Chemistry and Economics
skyline asset management September 1995 - Present
First Chicago 1990 - 1995
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1985 — 1986
MBA, Finance
DePaul University 1982 — 1985
BS, Accounting
Harry Ransom Humanities Research Center October 2013 - Present
World Learning, Inc. 2009 - April 2013
Rappaport, Aserkoff & Gelles March 2004 - January 2012
Hunton & Williams (Atlanta office) April 1994 - June 2002
Fulton County Juvenile Court January 1999 - January 2002
Sutherland, Asbill & Brennan (Atlanta office) September 1987 - March 1994
Shearman and Sterling September 1977 - June 1987
First Chicago June 1970 - September 1974
Skills
Mergers & Acquisitions, Real Estate Economics, Banking, Restructuring, Corporate Finance, Acquisitions, Commercial Finance, Mergers, Commercial Real Estate, Due Diligence, Real Estate Finance, Real Estate, Finance, Commercial Litigation, Real Estate Development, Strategic Planning, Corporate Law, Dispositions, Bookbinding
Education
University of Chicago Law School 1974 — 1977
JD
The University of Chicago Booth School of Business 1970 — 1972
MBA, Finance
Cornell University 1965 — 1969
AB, Government
Oak Park River Forest High School 1961 — 1965
Diploma, College Prep
Allstate June 2001 - Present
Truserve August 1998 - 2001
Montgomery Ward July 1990 - August 1997
First Chicago NBD 1970 - 1990
First Chicago 1970 - 1990
Education
DePaul University 1980 — 1983
BS, Computer Science
Sweet Capital Group 1996 - 2009
First Chicago Equity Capital 1990 - 1995
Union Bank of California 1980 - 1986
First Chicago 1973 - 1980
Skills
Mergers, Strategic Planning, Financial Analysis, Mergers & Acquisitions, Business Strategy, Corporate Finance, Portfolio Management, Due Diligence, Investments
Education
Brown University 1956 — 1960
Bachelor of Arts (B.A.), Economics
JP Morgan Chase August 2006 - Present
Bank One June 1998 - August 2006
First Chicago June 1992 - August 1998
First Chicago 1990 - 1995
Skills
COBOL, Mainframe, DB2, JCL, SDLC, Visio, Enterprise Architecture, Disaster Recovery, Vendor Management, Requirements Gathering, TSO, VSAM, Java, IT Strategy, MVS, Websphere, Unix
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2003
Master's of Science, Management Information Systems
DePaul University 1986 — 1990
B.S, Computer Science
First Chicago November 1991 - October 1994
First Chicago July 1987 - November 1991
Education
DePaul University 1988 — 1992
BS, Management, Human Resource
Heartland Health Outreach July 2014 - Present
Implantable Provider Group October 2010 - July 2014
APS Healthcare September 2009 - October 2010
Coventry Health Care 2008 - 2009
CompBenefits/Humana 2004 - 2008
Cox Communications 2002 - 2004
The Walt Disney Company 1998 - 2002
AT&T 1989 - 1998
First Chicago 1988 - 1989
Chemical Bank 1984 - 1988
Skills
Start-ups, Employee Engagement, Operations Leadership, Change Management, Operations Management, Leadership, Human Resources, Healthcare, Organizational..., Insurance, Six Sigma, Strategy, Call Centers, Business Planning, Recruiting, Customer Service, Mergers & Acquisitions, Budgets, Process Improvement, Talent Management, Team Building, Business Development, Team Leadership, Analysis, Management, Cross-functional Team..., Project Planning, Sales, Executive Management, Finance, Customer Satisfaction, Training, Contract Negotiation, Leadership Development, Strategic Planning, Employee Benefits, Vendor Management, Account Management, Employee Relations, Management Consulting, Business Strategy, New Business Development, Forecasting, Business Analysis, Performance Management, Risk Management
Education
Georgia State University 2007 — 2008
Lean Six Sigma Black Belt, Business Analytics and Process improvement
DePaul University 1980 — 1982
MBA, Masters of Business Administration
Northern Illinois University 1976 — 1979
B.S., Finance
Northwest Suburban Montessori School June 2015 - Present
LaSalle Bank 1998 - 2000
1st Security Federal Savings Bank 1996 - 1998
Citibank, FSB 1994 - 1995
Citibank 1993 - 1994
Citibank 1991 - 1993
First Chicago 1989 - 1991
Selfreliance Federal Credit Union 1987 - 1989
Skills
Project Management, Management, Customer Service, Microsoft Word, Coaching, Budgets, Public Speaking, Change Management, Team Building, Microsoft Excel, Strategic Planning, Event Planning, Microsoft Office, Leadership, Employee Relations, Operations Management, Healthcare, Contract Negotiation, Customer Satisfaction, Research, Sales Management, Business Strategy, Team Leadership, Marketing Strategy, Performance Management, Policy, Financial Analysis, Community Outreach, Public Relations, Analysis, Editing, New Business Development, Nonprofits, Management Consulting, Team Management, Organizational..., Social Media, Leadership Development, Marketing, Real Estate, Advertising, Risk Management, Sales, Process Improvement, Training, Event Management, Account Management, Retail, Fundraising, Project Planning
Education
Columbia College Chicago 1988 — 1993
Management, Minor-Journalism
Lane Tech College Prep 1984 — 1988
Concordia University Chicago June 2010 - Present
Elgin Community College May 2007 - June 2009
Saint Mary's College (Notre Dame, IN) October 2005 - April 2007
Education Management Corporation (EDMC) February 2001 - October 2005
Peoria County Government April 1997 - January 2001
WGLO/WFYR/WVEL RADIO March 1996 - November 1996
WRBU STUDENT RADIO May 1995 - May 1996
First Chicago June 1992 - January 1996
Skills
Public Speaking, Customer Service, Student Financial Aid, Higher Education, Student Affairs, Non-profits, Outlook, PowerPoint, Microsoft Office, Event Planning, Microsoft Word, Nonprofits, Staff Development, Time Management, Enrollment Management, Microsoft Excel
Education
Bradley University 1992 — 1996
Bachelor of Science, Communications and Psychology (double major)
UBS Investment Bank 2005 - Present
Parallax Fund 2003 - 2005
First Chicago 1997 - 2003
Kutak Rock 1995 - 1997
Skills
Swaps, Capital Markets, Derivatives, Fixed Income, Investment Banking, Hedge Funds, Equities, Valuation, Bloomberg, Financial Modeling, Structured Products, Regulatory Capital, Accounting
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA)
Northwestern University School of Law 1992 — 1995
Doctor of Law (JD)
Colgate University 1988 — 1992
BA
Everest Wealth Management August 2009 - Present
Merrill Lynch September 2000 - July 2009
JP Morgan May 1989 - September 2000
First Chicago 1989 - 2000
Education
Illinois State University 1988 — 1990
B.S., Finance
Computershare Sr Relationship ManagerComputershare1987 - Present
First Chicago 1987 - Present
UBS 2000 - 2002
Morgan Guaranty/First Chicago Trust Co 1987 - 2000
Skills
Equities, Securities, Mutual Funds, Financial Services, Asset Management, Banking, Investments, Finance, Relationship Management, Fixed Income, Mergers & Acquisitions, Corporate Actions, Capital Markets, Business Analysis, Portfolio Management, Financial Analysis, Risk Management
Education
Gettysburg College 1967 — 1971
BA, Economics
U.S. Bank September 2013 - Present
Dovenmuehle Mortgage August 2012 - February 2013
Bank of America ( Legacy LaSalle Bank) April 2002 - June 2010
BANK OF AMERICA/MERRILL LYNCH January 1995 - June 2010
LaSalle Bank April 2002 - June 2009
LaSalle Bank February 1998 - July 2008
LaSalle Bank February 1998 - April 2002
LaSalle Bank May 1995 - April 2002
LaSalle Bank May 1995 - February 1998
First Chicago 1987 - 1995
Skills
Change Management, Strategic Planning, Operations Management, Risk Management, Customer Relations, Team Building, Problem Solving, Performance Management, Offshoring, Product Knowledge, Process Improvement, Process Engineering, Negotiation, Budgeting, Business Strategy, Coaching, Team Leadership, P&L Management, Financial Management, Organizational..., Management Consulting, Vendor Management, Planning, P&L, Leadership Development, Business Process..., People Management, Product Development, Sales Management, Account Management, Mergers, Quality Management, Continuous Improvement, Start-ups, Business Management, Process Management, Executive Management, Vendor Relations, Compliance, Restructuring, Strategy Development, Cross-functional Team..., Mentoring, Due Diligence, New Business Development, Succession Planning, Team Management, Business Planning, Re-engineering, Managerial Finance
Education
Illinois State University
Bachelor of Science, Political Science
Illinois State University
Master of Science, Political Science
Darrow Global Consulting Senior Vice President - Investment Banking/China Business DevelopmentMesirow FinancialFebruary 2010 - June 2012
Fifth Third Bank November 2002 - May 2009
Citigroup 1995 - 2000
First Chicago 1985 - 1995
Skills
Business Development, Financial Modeling, Financial Analysis, Investments, Portfolio Management, Entrepreneurship, Banking, Management, Due Diligence, Strategic Planning, China Business..., Insurance, Valuation, Private Equity, Mergers & Acquisitions, Corporate Finance, Executive Management, Finance, Asset Management, Risk Management, Financial Services, Capital Markets, Venture Capital, Securities, Investment Banking, International Sales
Education
DePaul University
PNC Investments October 1998 - Present
First Chicago June 1987 - September 1998
Skills
Mutual Funds, Asset Allocation
Education
Indiana University - Kelley School of Business 1993 — 1995
MBA, Business
Indiana University Bloomington 1983 — 1987
BS, Business-Finance
Viskanta Capital, LLC January 2010 - Present
Abnormal Returns October 2005 - Present
StockTwits January 2010 - August 2011
First Chicago Investment Management Company 1992 - 2000
First Chicago 1989 - 1992
Skills
Hedge Funds, Investments, Venture Capital, Financial Modeling, Entrepreneurship, Strategy, Finance, Trading, Equities, Portfolio Management, Risk Management, Business Strategy, Start-ups, Due Diligence, Alternative Investments, Private Equity, Financial Analysis, Investment Strategies
Education
Indiana University Bloomington
BA, Economics/Political Science
The University of Chicago - Booth School of Business
MBA, Finance
Madden Communications 1997 - June 2015
HP Inc (dba Silver Eagle Casino) 1996 - 1997
Discovery Zone 1993 - 1996
First Chicago 1989 - 1992
GD Searle 1988 - 1989
Arthur Andersen 1985 - 1988
Skills
Accounting, Forecasting, Leadership, Finance
Education
DePaul University 1990 — 1992
MBA, Finance
Illinois State University 1981 — 1985
Bachelor of Science (BS), Accounting