Harris Trust and Savings Bank
Description
Address: 111 W Monroe St, Chicago, IL 60603: Website: : : : : : Category: Place name: Own this business?
Harris Trust and Savings Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Harris Trust and Savings Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Harris Trust and Savings Bank Salaries. You can even request information on how much does Harris Trust and Savings Bank pay if you want to. Learn about salaries, pros and cons of working for Harris Trust and Savings Bank directly from the past employees.
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Harris Trust and Savings Bank Employees
Employee
Years
Job
Industry
Frank A. Pierson Frank A. Pierson's Harris Trust and Savings Bank Experience January 1995 - January 2001
Job Banking Professional
Industry Banking
Experience
Bank of America/LaSalle Bank January 2008 - October 2012
Bank of Amererica,N.A. January 2005 - January 2008
LaSalle Bank January 2003 - January 2005
Pure Sun, Inc. Property Management Company January 2001 - January 2003
Harris Trust and Savings Bank January 1995 - January 2001
Skills
Banking, Financial Analysis, Financial Services, Portfolio Management, Investments, Securities, Asset Management, Fixed Income, Equities, Cash Management, Bonds, Wealth Management, Mutual Funds, Structured Finance, Valuation, Finance, Credit
Education
DePaul University
Bachelor of Science, Finance
Bank of America/LaSalle Bank January 2008 - October 2012
Bank of Amererica,N.A. January 2005 - January 2008
LaSalle Bank January 2003 - January 2005
Pure Sun, Inc. Property Management Company January 2001 - January 2003
Harris Trust and Savings Bank January 1995 - January 2001
Skills
Banking, Financial Analysis, Financial Services, Portfolio Management, Investments, Securities, Asset Management, Fixed Income, Equities, Cash Management, Bonds, Wealth Management, Mutual Funds, Structured Finance, Valuation, Finance, Credit
Education
DePaul University
Bachelor of Science, Finance
Carolyn Jones, MBA Carolyn Jones, MBA's Harris Trust and Savings Bank Experience 1988 - 1992
Job Experienced Financial and Investment Performance Analyst (Open to Relocation)
Industry Investment Management
Experience
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.)
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.)
Walt Peszek Walt Peszek's Harris Trust and Savings Bank Experience June 1987 - March 1992
Job Software Engineer at Accenture
Industry Telecommunications
Experience
Accenture February 2006 - March 2014
Computershare July 2000 - August 2005
Harris Trust and Savings Bank / BMO June 1993 - June 2000
Chicago Micro Corporation August 1992 - May 1993
Harris Trust and Savings Bank June 1987 - March 1992
Skills
Project Management, SOA, Oracle, .NET, Microsoft SQL Server, JavaScript, MS Access, Java, CA Clarity, HTML, ASP.NET, Visual Basic, CSS, VBA, Unix, Crystal Reports, Intershop, MS Project, PL/SQL, J2EE Application..., JSP, Spring, JBoss Application Server, MySQL, Hardware, JCL, COBOL, VSAM, KSAM, Testing, SDLC, Databases, Software Development, Leadership
Education
University of Illinois at Chicago
BS, Management Information Systems and Services
Accenture February 2006 - March 2014
Computershare July 2000 - August 2005
Harris Trust and Savings Bank / BMO June 1993 - June 2000
Chicago Micro Corporation August 1992 - May 1993
Harris Trust and Savings Bank June 1987 - March 1992
Skills
Project Management, SOA, Oracle, .NET, Microsoft SQL Server, JavaScript, MS Access, Java, CA Clarity, HTML, ASP.NET, Visual Basic, CSS, VBA, Unix, Crystal Reports, Intershop, MS Project, PL/SQL, J2EE Application..., JSP, Spring, JBoss Application Server, MySQL, Hardware, JCL, COBOL, VSAM, KSAM, Testing, SDLC, Databases, Software Development, Leadership
Education
University of Illinois at Chicago
BS, Management Information Systems and Services
Paul J Much Paul J Much's Harris Trust and Savings Bank Experience June 1972 - December 1977
Job Retired Senior Managing Director & Former Board Member at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey January 1984 - July 2008
Wells Dairy (d/b/a Blue Bunny Ice Cream) May 2007 - June 2008
AIT Holdings (d/b/a American Integration Technologies) 2006 - 2008
Preview Media (d/b/a as Preview Travel) 1990 - 1992
Duff & Phelps January 1978 - December 1983
Harris Trust and Savings Bank June 1972 - December 1977
Education
Northwestern University School of Law 2010 — 2011
Master's Degree, International Human Rights Law
Harvard University, John F. Kennedy School of Government 2008 — 2009
Master's Degree, Public Administration
University of Illinois at Urbana-Champaign 2007 — 2008
Master's Degree, Accounting and Taxation
Northwestern University - Kellogg School of Management 1971 — 1972
Master of Business Administration (M.B.A.), Accounting and Finance
University of Illinois at Urbana-Champaign 1968 — 1971
Bachelor's Degree, Finance
Culver Military Academy 1965 — 1968
Houlihan Lokey January 1984 - July 2008
Wells Dairy (d/b/a Blue Bunny Ice Cream) May 2007 - June 2008
AIT Holdings (d/b/a American Integration Technologies) 2006 - 2008
Preview Media (d/b/a as Preview Travel) 1990 - 1992
Duff & Phelps January 1978 - December 1983
Harris Trust and Savings Bank June 1972 - December 1977
Education
Northwestern University School of Law 2010 — 2011
Master's Degree, International Human Rights Law
Harvard University, John F. Kennedy School of Government 2008 — 2009
Master's Degree, Public Administration
University of Illinois at Urbana-Champaign 2007 — 2008
Master's Degree, Accounting and Taxation
Northwestern University - Kellogg School of Management 1971 — 1972
Master of Business Administration (M.B.A.), Accounting and Finance
University of Illinois at Urbana-Champaign 1968 — 1971
Bachelor's Degree, Finance
Culver Military Academy 1965 — 1968
Linda Braasch Linda Braasch's Harris Trust and Savings Bank Experience June 1980 - January 1987
Job Consultant, Coach and Project Manager
Industry Banking
Experience
Northern Trust September 2013 - Present
Northern Trust January 2011 - September 2013
Northern Trust April 2004 - February 2013
WD Performance Coaching August 2000 - April 2004
Carey International July 1998 - June 1999
Carey of Chicago August 1988 - July 1998
Charlie Fitness Club and Hotel September 1987 - August 1988
Athletes Against Drugs 501(c)(3) January 1987 - August 1987
Harris Trust and Savings Bank June 1980 - January 1987
Skills
Leadership Development, Leadership, Employee Engagement, Strategic Planning, Innovation, Management Consulting, Organizational..., Workshop Facilitation, Group Facilitation, Public Speaking, Coaching, Entrepreneurship, Team Building, Team Leadership, Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1984 — 1988
MBA, Marketing
University of Illinois at Urbana-Champaign - College of Business 1976 — 1980
Bachelor of Science, Business Administration
Northern Trust September 2013 - Present
Northern Trust January 2011 - September 2013
Northern Trust April 2004 - February 2013
WD Performance Coaching August 2000 - April 2004
Carey International July 1998 - June 1999
Carey of Chicago August 1988 - July 1998
Charlie Fitness Club and Hotel September 1987 - August 1988
Athletes Against Drugs 501(c)(3) January 1987 - August 1987
Harris Trust and Savings Bank June 1980 - January 1987
Skills
Leadership Development, Leadership, Employee Engagement, Strategic Planning, Innovation, Management Consulting, Organizational..., Workshop Facilitation, Group Facilitation, Public Speaking, Coaching, Entrepreneurship, Team Building, Team Leadership, Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1984 — 1988
MBA, Marketing
University of Illinois at Urbana-Champaign - College of Business 1976 — 1980
Bachelor of Science, Business Administration
Daryl Newell Daryl Newell's Harris Trust and Savings Bank Experience October 1997 - June 2003
Job Chief Retail Banking Officer
Industry Banking
Experience
Seaway Bank and Trust Company March 2015 - Present
Fifth Third Bank June 2014 - March 2015
Urban Partnership Bank August 2010 - August 2013
ShoreBank June 2003 - August 2010
Harris Trust and Savings Bank October 1997 - June 2003
Harris Trust and Savings Bank April 1995 - October 1997
Harris Trust and Savings Bank July 1992 - April 1995
Harris Trust and Savings Bank January 1989 - July 1992
Dean Foods/Fresh Dairy Products January 1986 - January 1989
Green Bay Packer Football Club May 1986 - August 1986
Skills
Commercial Banking, Loans, Credit, Credit Analysis, Underwriting, Strategic Planning, Portfolio Management, Financial Analysis, Investments, Banking, Financial Services, Risk Management, Financial Modeling, Asset Managment, Commercial Lending, Mortgage Lending, Finance, Credit Risk, Leadership, Construction Loans, Commercial Mortgages, Non-profits, Business Development, Strategy, Cash Management, Nonprofits, Management, Asset Management, Mergers & Acquisitions, Strategic Financial..., Small Business Lending, Forecasting, Budgets, Training, Executive Management, Sales, Treasury Management, Coaching, Loan Origination, Due Diligence, Marketing, Relationship Management, Real Estate Economics, Valuation, Retail Banking, Mortgage Banking, Real Estate Financing, Corporate Finance, Private Equity, Program Management
Education
Northwestern University - Kellogg School of Management 2006 — 2007
Certificate, Management
Keller Graduate School of Management of DeVry University 1987 — 1991
MBA, Management
Northwestern University 1982 — 1986
Bachelor of Arts, Sociology
Seaway Bank and Trust Company March 2015 - Present
Fifth Third Bank June 2014 - March 2015
Urban Partnership Bank August 2010 - August 2013
ShoreBank June 2003 - August 2010
Harris Trust and Savings Bank October 1997 - June 2003
Harris Trust and Savings Bank April 1995 - October 1997
Harris Trust and Savings Bank July 1992 - April 1995
Harris Trust and Savings Bank January 1989 - July 1992
Dean Foods/Fresh Dairy Products January 1986 - January 1989
Green Bay Packer Football Club May 1986 - August 1986
Skills
Commercial Banking, Loans, Credit, Credit Analysis, Underwriting, Strategic Planning, Portfolio Management, Financial Analysis, Investments, Banking, Financial Services, Risk Management, Financial Modeling, Asset Managment, Commercial Lending, Mortgage Lending, Finance, Credit Risk, Leadership, Construction Loans, Commercial Mortgages, Non-profits, Business Development, Strategy, Cash Management, Nonprofits, Management, Asset Management, Mergers & Acquisitions, Strategic Financial..., Small Business Lending, Forecasting, Budgets, Training, Executive Management, Sales, Treasury Management, Coaching, Loan Origination, Due Diligence, Marketing, Relationship Management, Real Estate Economics, Valuation, Retail Banking, Mortgage Banking, Real Estate Financing, Corporate Finance, Private Equity, Program Management
Education
Northwestern University - Kellogg School of Management 2006 — 2007
Certificate, Management
Keller Graduate School of Management of DeVry University 1987 — 1991
MBA, Management
Northwestern University 1982 — 1986
Bachelor of Arts, Sociology
Rosa Melendez Rosa Melendez's Harris Trust and Savings Bank Experience March 1996 - November 1997
Job Web Application Development Specialist at HCSC BlueCross and BlueShield of TX
Industry Information Technology and Services
Experience
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas August 2011 - Present
Alegria Habilitation December 2010 - July 2011
Exelon February 2008 - July 2009
Alcatel-Lucent March 2000 - December 2006
Alcatel-Lucent January 1998 - March 2000
Harris Trust and Savings Bank March 1996 - November 1997
Education
College of DuPage 2010 — 2010
Certificate, Java, Enterprise Database, Linux
Northeastern Illinois University 1987 — 1992
BS, Computer Science/Systems Programming, Management
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas August 2011 - Present
Alegria Habilitation December 2010 - July 2011
Exelon February 2008 - July 2009
Alcatel-Lucent March 2000 - December 2006
Alcatel-Lucent January 1998 - March 2000
Harris Trust and Savings Bank March 1996 - November 1997
Education
College of DuPage 2010 — 2010
Certificate, Java, Enterprise Database, Linux
Northeastern Illinois University 1987 — 1992
BS, Computer Science/Systems Programming, Management
Dragana Pilipovic Dragana Pilipovic's Harris Trust and Savings Bank Experience 1991 - 1992
Job Founder & President at Energy Risk WorkDesk
Industry Financial Services
Experience
Energy Risk WorkDesk January 2013 - Present
Allegro Development June 2011 - January 2013
Independent Consultant 2004 - 2011
SAVA Risk Management Corp. 1993 - 2004
Continental Bank (Bank of America) 1992 - 1993
Harris Trust and Savings Bank 1991 - 1992
Continental Bank (Bank of America) 1989 - 1991
O'Connor & Associates 1987 - 1989
Skills
Tools of Trade:..., Commodity Markets, Derivatives, Options, Trading, Risk Management, Equities, Valuation, Energy, FX Options, Quantitative Analytics, Financial Risk, Portfolio Management, Strategy, Enterprise Risk..., Private Equity, Commodity, Business Analysis, Hedge Funds, Venture Capital, Market Risk, Credit Risk, Financial Modeling, Quantitative Finance, Energy Markets, Finance, Trading Systems, Trading Strategies, Structured Products, Financial Markets, Analysis, Capital Markets, Hedging, Natural Gas, Fixed Income, VBA, Swaps, Investment Banking, Equity Derivatives, Technical Analysis
Education
The University of Chicago 1989 — 1994
MBA, Finance
Brown University 1984 — 1986
MS, High Energy Physics
Harvard University 1980 — 1984
BA, Physics
Energy Risk WorkDesk January 2013 - Present
Allegro Development June 2011 - January 2013
Independent Consultant 2004 - 2011
SAVA Risk Management Corp. 1993 - 2004
Continental Bank (Bank of America) 1992 - 1993
Harris Trust and Savings Bank 1991 - 1992
Continental Bank (Bank of America) 1989 - 1991
O'Connor & Associates 1987 - 1989
Skills
Tools of Trade:..., Commodity Markets, Derivatives, Options, Trading, Risk Management, Equities, Valuation, Energy, FX Options, Quantitative Analytics, Financial Risk, Portfolio Management, Strategy, Enterprise Risk..., Private Equity, Commodity, Business Analysis, Hedge Funds, Venture Capital, Market Risk, Credit Risk, Financial Modeling, Quantitative Finance, Energy Markets, Finance, Trading Systems, Trading Strategies, Structured Products, Financial Markets, Analysis, Capital Markets, Hedging, Natural Gas, Fixed Income, VBA, Swaps, Investment Banking, Equity Derivatives, Technical Analysis
Education
The University of Chicago 1989 — 1994
MBA, Finance
Brown University 1984 — 1986
MS, High Energy Physics
Harvard University 1980 — 1984
BA, Physics
Thalia Lloyd Thalia Lloyd's Harris Trust and Savings Bank Experience June 1996 - June 1999
Job Second Vice President Sr. Institutional Account Manager Alternative Assets at Northern Trust Global Investments
Industry Financial Services
Experience
Northern Trust Asset Management August 2012 - Present
Northern Trust Global Investments October 2007 - August 2012
Northern Trust September 2006 - October 2007
Computershare Trust Co March 2003 - July 2006
Computershare Investor Services June 1999 - March 2003
Harris Trust and Savings Bank June 1996 - June 1999
Skills
Asset Managment, Equities, Investments, Portfolio Management, Fixed Income, Financial Services, Mutual Funds, Asset Allocation, Series 7, Financial Analysis, Securities, Alternative Investments, Risk Management, Banking, Wealth Management, Bloomberg
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
MBA
DeVry University
Bachelor of Science, Technical Management
Northern Trust Asset Management August 2012 - Present
Northern Trust Global Investments October 2007 - August 2012
Northern Trust September 2006 - October 2007
Computershare Trust Co March 2003 - July 2006
Computershare Investor Services June 1999 - March 2003
Harris Trust and Savings Bank June 1996 - June 1999
Skills
Asset Managment, Equities, Investments, Portfolio Management, Fixed Income, Financial Services, Mutual Funds, Asset Allocation, Series 7, Financial Analysis, Securities, Alternative Investments, Risk Management, Banking, Wealth Management, Bloomberg
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
MBA
DeVry University
Bachelor of Science, Technical Management
Jim Andricopulos's Harris Trust and Savings Bank Experience January 1998 - January 2001
Job CPA Banking Professional
Industry Banking
Experience
JA Secured Lending Services, Inc. May 2003 - Present
Mercy Rider for Mercy Housing October 2012 - July 2013
THE CIT GROUP, INC 2002 - 2003
HARRIS TRUST AND SAVINGS BANK January 1998 - January 2001
FREMONT FINANCIAL CORPORATION January 1996 - January 1998
Bank of America 1995 - 1996
Continental Bank January 1990 - January 1995
Continental Bank January 1988 - January 1990
FIDELCOR BUSINESS CREDIT (AKA Trefoil Capital) January 1985 - January 1988
Skills
Data Mining, Commercial Lending, Asset Based Lending, Banking, Microsoft Excel, Commercial Finance, Credit Analysis, Loans, Underwriting, Credit, Portfolio Management, Middle Market, Financial Analysis, Risk Management, Financial Modeling, Credit Risk, Finance, Small Business Lending, Mergers, Loan Servicing, Mergers & Acquisitions, Funding, Commercial Banking, Auditing, Due Diligence, Restructuring, Accounting, Cash Flow, Cash Management, Corporate Finance, Factoring, Treasury Management, Structured Finance, Financial Structuring
Education
University of Illinois at Chicago 1979 — 1983
B. S, Accounting
JA Secured Lending Services, Inc. May 2003 - Present
Mercy Rider for Mercy Housing October 2012 - July 2013
THE CIT GROUP, INC 2002 - 2003
HARRIS TRUST AND SAVINGS BANK January 1998 - January 2001
FREMONT FINANCIAL CORPORATION January 1996 - January 1998
Bank of America 1995 - 1996
Continental Bank January 1990 - January 1995
Continental Bank January 1988 - January 1990
FIDELCOR BUSINESS CREDIT (AKA Trefoil Capital) January 1985 - January 1988
Skills
Data Mining, Commercial Lending, Asset Based Lending, Banking, Microsoft Excel, Commercial Finance, Credit Analysis, Loans, Underwriting, Credit, Portfolio Management, Middle Market, Financial Analysis, Risk Management, Financial Modeling, Credit Risk, Finance, Small Business Lending, Mergers, Loan Servicing, Mergers & Acquisitions, Funding, Commercial Banking, Auditing, Due Diligence, Restructuring, Accounting, Cash Flow, Cash Management, Corporate Finance, Factoring, Treasury Management, Structured Finance, Financial Structuring
Education
University of Illinois at Chicago 1979 — 1983
B. S, Accounting
Kristin Mishler Kristin Mishler's Harris Trust and Savings Bank Experience January 1995 - May 2003
Job Product Sales Manager
Industry Banking
Experience
Auto Loan Builder February 2015 - Present
Preferred Warranties September 2012 - February 2015
Aramark Uniform Services April 2008 - August 2012
Aramark Uniform Services April 2008 - August 2012
ARAMARK April 2008 - November 2010
MISHLER FUNERAL HOMESBremen May 2004 - February 2008
National City Bank May 2003 - May 2004
National City Bank May 2003 - May 2004
HARRIS TRUST AND SAVINGS BANK January 1995 - May 2003
Harris Trust & Savings Bank 1995 - May 2003
Skills
Consultative Selling, Sales Process, Contract Negotiations, Hiring, Sales Management, CRM, Contract Negotiation, Customer Retention, Management, Sales, Selling, Solution Selling, Cold Calling, Customer Service, Sales Operations, Salesforce.com, Account Management, Customer Satisfaction, New Business Development, Team Building
Education
Roosevelt University
Bachelor's Degree, Management
May 2003ROOSEVELT UNIVERSITY
Bachelor of Professional Studies, Business Management
William Rainey Harper College
Associate of Arts, emphasis Business Administration
Auto Loan Builder February 2015 - Present
Preferred Warranties September 2012 - February 2015
Aramark Uniform Services April 2008 - August 2012
Aramark Uniform Services April 2008 - August 2012
ARAMARK April 2008 - November 2010
MISHLER FUNERAL HOMESBremen May 2004 - February 2008
National City Bank May 2003 - May 2004
National City Bank May 2003 - May 2004
HARRIS TRUST AND SAVINGS BANK January 1995 - May 2003
Harris Trust & Savings Bank 1995 - May 2003
Skills
Consultative Selling, Sales Process, Contract Negotiations, Hiring, Sales Management, CRM, Contract Negotiation, Customer Retention, Management, Sales, Selling, Solution Selling, Cold Calling, Customer Service, Sales Operations, Salesforce.com, Account Management, Customer Satisfaction, New Business Development, Team Building
Education
Roosevelt University
Bachelor's Degree, Management
May 2003ROOSEVELT UNIVERSITY
Bachelor of Professional Studies, Business Management
William Rainey Harper College
Associate of Arts, emphasis Business Administration
Judith A. Peraza Judith A. Peraza's Harris Trust and Savings Bank Experience January 1979 - December 1985
Job Human Resources Manager
Industry Human Resources
Experience
Grow Your Talent Here 1990 - 2010
Appetizers And, Inc January 1986 - February 1989
Harris Trust and Savings Bank January 1979 - December 1985
Skills
Employee Relations, Workplace Safety, Project Management, Performance Management, Onboarding, Internal Investigations, Workforce Metrics..., Research, Talent Scouting, Benefits Administration
Education
Tufts University 2006 — 2007
Museum Studies
Loyola University Chicago
Bachelors of Arts, Management and International Business
Grow Your Talent Here 1990 - 2010
Appetizers And, Inc January 1986 - February 1989
Harris Trust and Savings Bank January 1979 - December 1985
Skills
Employee Relations, Workplace Safety, Project Management, Performance Management, Onboarding, Internal Investigations, Workforce Metrics..., Research, Talent Scouting, Benefits Administration
Education
Tufts University 2006 — 2007
Museum Studies
Loyola University Chicago
Bachelors of Arts, Management and International Business
Cerene Peters's Harris Trust and Savings Bank Experience 1999 - 2007
Job Senior Financial Analyst at Urban Partnership BAnk
Industry Banking
Experience
Urban Partnership BAnk April 2014 - Present
Urban Partnership Bank September 2012 - Present
Urban Partnership Bank February 2010 - September 2012
Park National Bank 2008 - 2010
Horizon Cash Management 2007 - 2008
Harris Trust and Savings Bank 1999 - 2007
Skills
Finance, AML, Banking, Asset Managment, Financial Analysis, Loans, Risk Management, Financial Modeling, Underwriting, Commercial Lending, Commercial Banking, Small Business Lending, Mortgage Lending, Credit, Financial Reporting, Credit Analysis, Bank Secrecy Act, Portfolio Management, Retail Banking, Treasury Management, Investments, Analysis, Cash Management, Financial Services, Microsoft Excel, Accounting, Due Diligence, Internal Controls, Lines Of Credit, Fixed Income, Financial Risk, Wealth Management, Journal Entries, Process Improvement, Loan Origination, Enterprise Risk..., General Ledger, Real Estate, Auditing, Accounts Payable, Treasury Services, Relationship Management, Business Analysis, Strategic Financial..., Construction Loans, Cash Flow, Corporate Finance
Education
Roosevelt University 2002 — 2006
Bachelors of Science and Business Administration, Accounting
Urban Partnership BAnk April 2014 - Present
Urban Partnership Bank September 2012 - Present
Urban Partnership Bank February 2010 - September 2012
Park National Bank 2008 - 2010
Horizon Cash Management 2007 - 2008
Harris Trust and Savings Bank 1999 - 2007
Skills
Finance, AML, Banking, Asset Managment, Financial Analysis, Loans, Risk Management, Financial Modeling, Underwriting, Commercial Lending, Commercial Banking, Small Business Lending, Mortgage Lending, Credit, Financial Reporting, Credit Analysis, Bank Secrecy Act, Portfolio Management, Retail Banking, Treasury Management, Investments, Analysis, Cash Management, Financial Services, Microsoft Excel, Accounting, Due Diligence, Internal Controls, Lines Of Credit, Fixed Income, Financial Risk, Wealth Management, Journal Entries, Process Improvement, Loan Origination, Enterprise Risk..., General Ledger, Real Estate, Auditing, Accounts Payable, Treasury Services, Relationship Management, Business Analysis, Strategic Financial..., Construction Loans, Cash Flow, Corporate Finance
Education
Roosevelt University 2002 — 2006
Bachelors of Science and Business Administration, Accounting
Thomas Wischhusen CFP®'s Harris Trust and Savings Bank Experience June 1980 - April 1985
Job Senior Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust 1985 - Present
Harris Trust and Savings Bank June 1980 - April 1985
Skills
Investments, Wealth Management..., Banking, Loans, Finance, Wealth Management, Alternative Investments, Process Improvement, Asset Allocation, Mutual Funds, Commercial Banking, High Net Worth..., Credit, Financial Services, Portfolio Management, Securities, Investment Advisory, Equities, Fixed Income, Investment Management
Education
University of Illinois at Urbana-Champaign 1976 — 1980
BS, Finance
Northern Trust 1985 - Present
Harris Trust and Savings Bank June 1980 - April 1985
Skills
Investments, Wealth Management..., Banking, Loans, Finance, Wealth Management, Alternative Investments, Process Improvement, Asset Allocation, Mutual Funds, Commercial Banking, High Net Worth..., Credit, Financial Services, Portfolio Management, Securities, Investment Advisory, Equities, Fixed Income, Investment Management
Education
University of Illinois at Urbana-Champaign 1976 — 1980
BS, Finance
Patty Campagna's Harris Trust and Savings Bank Experience August 1993 - January 1998
Job Professional Coach and Forum Trainer
Industry Professional Training & Coaching
Experience
Entrepreneurs' Organization November 2009 - Present
Campagna Coaching & Consulting February 2008 - Present
The Entrepreneurs' Organization, EO July 2003 - February 2008
Maritz Travel Company January 1998 - July 2003
Harris Trust and Savings Bank August 1993 - January 1998
Skills
Event Management, Strategic Planning, Marketing, Marketing Strategy, Team Building, Event Planning, Small Business, Program Management, Management, Entrepreneurship, Strategy, Public Speaking, Nonprofits, Leadership Development, Leadership, Team Leadership, Business Strategy, Public Relations, Marketing Communications, Operations Management, Start-ups, Coaching, Facilitation, Time Management, Training, Training Facilitation
Education
University of Illinois at Urbana-Champaign - College of Business 1989 — 1993
Business, Marketing and Communications
DGN
Entrepreneurs' Organization November 2009 - Present
Campagna Coaching & Consulting February 2008 - Present
The Entrepreneurs' Organization, EO July 2003 - February 2008
Maritz Travel Company January 1998 - July 2003
Harris Trust and Savings Bank August 1993 - January 1998
Skills
Event Management, Strategic Planning, Marketing, Marketing Strategy, Team Building, Event Planning, Small Business, Program Management, Management, Entrepreneurship, Strategy, Public Speaking, Nonprofits, Leadership Development, Leadership, Team Leadership, Business Strategy, Public Relations, Marketing Communications, Operations Management, Start-ups, Coaching, Facilitation, Time Management, Training, Training Facilitation
Education
University of Illinois at Urbana-Champaign - College of Business 1989 — 1993
Business, Marketing and Communications
DGN
Pearlie Bailey Pearlie Bailey's Harris Trust and Savings Bank Experience June 1997 - June 2000
Job Associate at Aflac
Industry Insurance
Experience
Aflac Team LeaderCOMPUTERSHARE INVESTOR SERVICESJuly 2000 - June 2009
HARRIS TRUST AND SAVINGS BANK June 1997 - June 2000
Education
Northeastern Illinois University 1978 — 1984
Aflac Team LeaderCOMPUTERSHARE INVESTOR SERVICESJuly 2000 - June 2009
HARRIS TRUST AND SAVINGS BANK June 1997 - June 2000
Education
Northeastern Illinois University 1978 — 1984
Bill Koopsen Bill Koopsen's Harris Trust and Savings Bank Experience September 1986 - November 1992
Job Vice President at Adrian J. Koopsen Builder, Inc.
Industry Construction
Experience
Adrian J. Koopsen Builder, Inc. June 1999 - Present
First of America Bank December 1992 - June 1999
Harris Trust and Savings Bank September 1986 - November 1992
Skills
Construction, Construction Management, Contract Negotiation, Contract Management, Strategic Planning, Project Management, Contractors, Budgets, New Business Development, Negotiation, Project Planning, Renovation, Team Building, Management
Education
University of Illinois at Chicago 1983 — 1987
Master of Architecture (MArch)
Anderson University 1979 — 1983
Bachelor of Arts (BA), Business Administration and Management, General
pchs
Adrian J. Koopsen Builder, Inc. June 1999 - Present
First of America Bank December 1992 - June 1999
Harris Trust and Savings Bank September 1986 - November 1992
Skills
Construction, Construction Management, Contract Negotiation, Contract Management, Strategic Planning, Project Management, Contractors, Budgets, New Business Development, Negotiation, Project Planning, Renovation, Team Building, Management
Education
University of Illinois at Chicago 1983 — 1987
Master of Architecture (MArch)
Anderson University 1979 — 1983
Bachelor of Arts (BA), Business Administration and Management, General
pchs
Rachea Brooks's Harris Trust and Savings Bank Experience October 1995 - September 2003
Job Marketing Specialist
Industry Graphic Design
Experience
DeKalb Chamber of Commerce June 2014 - Present
Crystal Quest Manufacturing December 2010 - November 2012
U.S. Census Bureau Local Census Office November 2009 - September 2010
American Book Company January 2008 - September 2008
Pro Source, Inc. October 2005 - November 2007
DDU, Express July 2004 - April 2005
Harris Trust and Savings Bank October 1995 - September 2003
Skills
Payroll, Social Media, Recruiting, Social Media Marketing, Social Networking, Non-profits, Event Planning, System Administration, Community Outreach, Research, Account Management, Public Relations, Marketing Strategy, Graphic Design, Advertising, Inventory Management, Adobe Creative Suite, Newsletters, Nonprofits, Blogging, Training, Facebook, Photoshop, Data Entry, Analysis, Marketing Communications, Entrepreneurship, Creative Writing, Project Management, Coaching, Team Leadership, Illustrator, Marketing, Small Business, Higher Education, Photography, Editing, Leadership Development, Web Design, Teaching, Publishing, Logo Design
Education
Emory University 2013 — 2013
Continuing Education Certificate, Web Design / Web Development
Chattahoochee Technical College 2008 — 2010
Diploma, Database Specialist
American Intercontinental University 2005 — 2006
Associate of Arts (A.A.), Business Administration, 3.67
DeKalb Chamber of Commerce June 2014 - Present
Crystal Quest Manufacturing December 2010 - November 2012
U.S. Census Bureau Local Census Office November 2009 - September 2010
American Book Company January 2008 - September 2008
Pro Source, Inc. October 2005 - November 2007
DDU, Express July 2004 - April 2005
Harris Trust and Savings Bank October 1995 - September 2003
Skills
Payroll, Social Media, Recruiting, Social Media Marketing, Social Networking, Non-profits, Event Planning, System Administration, Community Outreach, Research, Account Management, Public Relations, Marketing Strategy, Graphic Design, Advertising, Inventory Management, Adobe Creative Suite, Newsletters, Nonprofits, Blogging, Training, Facebook, Photoshop, Data Entry, Analysis, Marketing Communications, Entrepreneurship, Creative Writing, Project Management, Coaching, Team Leadership, Illustrator, Marketing, Small Business, Higher Education, Photography, Editing, Leadership Development, Web Design, Teaching, Publishing, Logo Design
Education
Emory University 2013 — 2013
Continuing Education Certificate, Web Design / Web Development
Chattahoochee Technical College 2008 — 2010
Diploma, Database Specialist
American Intercontinental University 2005 — 2006
Associate of Arts (A.A.), Business Administration, 3.67
James Stolt James Stolt's Harris Trust and Savings Bank Experience May 1998 - April 2000
Job Vice President GGL at The Bancorp
Industry Financial Services
Experience
The Bancorp June 2014 - Present
Wells Fargo March 2008 - June 2014
Comerica Bank March 2004 - March 2008
Fifth Third Bank November 2002 - March 2004
PACTIV corporation April 2000 - November 2002
Harris Trust and Savings Bank May 1998 - April 2000
GE Capital December 1993 - May 1998
GE Capital March 1990 - December 1993
GE Capital December 1988 - March 1990
Skills
Commercial Lending, Underwriting, Strategy, Portfolio Management, Loans, Business Development, Banking, Credit Analysis, Financial Analysis, Credit, Small Business, Commercial Real Estate, Relationship Management, Asset Based Lending, Financial Structuring, Financial Services, Finance, Due Diligence, Management, Strategic Planning, Loan Origination, Leadership, New Business Development, Financial Modeling, Commercial Banking, Real Estate, Small Business Lending, Credit Risk, Start-ups, Cross Selling, Risk Management, Investments, Sales, Mortgage Lending
Education
Northern Illinois University 1999 — 2001
MBA, Business
Southern Illinois University, Carbondale 1984 — 1988
Bachelor of Science, Business
The Bancorp June 2014 - Present
Wells Fargo March 2008 - June 2014
Comerica Bank March 2004 - March 2008
Fifth Third Bank November 2002 - March 2004
PACTIV corporation April 2000 - November 2002
Harris Trust and Savings Bank May 1998 - April 2000
GE Capital December 1993 - May 1998
GE Capital March 1990 - December 1993
GE Capital December 1988 - March 1990
Skills
Commercial Lending, Underwriting, Strategy, Portfolio Management, Loans, Business Development, Banking, Credit Analysis, Financial Analysis, Credit, Small Business, Commercial Real Estate, Relationship Management, Asset Based Lending, Financial Structuring, Financial Services, Finance, Due Diligence, Management, Strategic Planning, Loan Origination, Leadership, New Business Development, Financial Modeling, Commercial Banking, Real Estate, Small Business Lending, Credit Risk, Start-ups, Cross Selling, Risk Management, Investments, Sales, Mortgage Lending
Education
Northern Illinois University 1999 — 2001
MBA, Business
Southern Illinois University, Carbondale 1984 — 1988
Bachelor of Science, Business
Catherine McBreen's Harris Trust and Savings Bank Experience May 1989 - January 1995
Job Strategic Consulting, Market Research, Public Speaker, Author
Industry Financial Services
Experience
Millionaire Corner February 2011 - Present
Spectrem Group January 1995 - Present
Harris Trust and Savings Bank May 1989 - January 1995
Harris Trust and Savings Bank 1989 - 1995
Hopkins and Sutter July 1986 - May 1989
Skills
Strategic Consulting, Publishing, Public Speaking, Wealth Management, Mergers, Mergers & Acquisitions, Asset Management, Financial Advisory, Mutual Funds, Market Research, Financial Services, Finance, Analysis, Management, Retirement, Strategic Planning, Insurance
Education
DePaul University College of Law 1983 — 1986
JD, Law
Northwestern University 1979 — 1983
BS, Speech, Theater
J.D. Darnall High School
Millionaire Corner February 2011 - Present
Spectrem Group January 1995 - Present
Harris Trust and Savings Bank May 1989 - January 1995
Harris Trust and Savings Bank 1989 - 1995
Hopkins and Sutter July 1986 - May 1989
Skills
Strategic Consulting, Publishing, Public Speaking, Wealth Management, Mergers, Mergers & Acquisitions, Asset Management, Financial Advisory, Mutual Funds, Market Research, Financial Services, Finance, Analysis, Management, Retirement, Strategic Planning, Insurance
Education
DePaul University College of Law 1983 — 1986
JD, Law
Northwestern University 1979 — 1983
BS, Speech, Theater
J.D. Darnall High School
Dave Gezon Dave Gezon's Harris Trust and Savings Bank Experience August 1978 - December 1981
Job Sr. Managing Director at Midwest Mezzanine Funds
Industry Financial Services
Experience
Midwest Mezzanine Funds 1992 - Present
LaSalle Bank/ABN AMRO 1998 - 2006
Kleinwort Benson Mezzanine Fund October 1986 - March 1991
GE Capital December 1981 - March 1985
Harris Trust and Savings Bank August 1978 - December 1981
Skills
Corporate Finance, Private Equity, Mezzanine, Investments, Middle Market, Private Placements, Valuation, Investment Banking, Mergers, Asset Based Lending, LBO, Leveraged Finance, Capital Markets, Recapitalizations, Due Diligence, Financial Modeling, Financial Structuring, Portfolio Management, Structured Finance, Equities, Capital Raising, Venture Capital, Mergers & Acquisitions, Buyouts, Funding, Capital, Corporate Development, Business Valuation, Banking
Education
Northwestern University - Kellogg School of Management 1980 — 1982
MBA, Finance, Marketing
Miami University 1974 — 1978
B.S., Finance
Midwest Mezzanine Funds 1992 - Present
LaSalle Bank/ABN AMRO 1998 - 2006
Kleinwort Benson Mezzanine Fund October 1986 - March 1991
GE Capital December 1981 - March 1985
Harris Trust and Savings Bank August 1978 - December 1981
Skills
Corporate Finance, Private Equity, Mezzanine, Investments, Middle Market, Private Placements, Valuation, Investment Banking, Mergers, Asset Based Lending, LBO, Leveraged Finance, Capital Markets, Recapitalizations, Due Diligence, Financial Modeling, Financial Structuring, Portfolio Management, Structured Finance, Equities, Capital Raising, Venture Capital, Mergers & Acquisitions, Buyouts, Funding, Capital, Corporate Development, Business Valuation, Banking
Education
Northwestern University - Kellogg School of Management 1980 — 1982
MBA, Finance, Marketing
Miami University 1974 — 1978
B.S., Finance
Russ Brondyke Russ Brondyke's Harris Trust and Savings Bank Experience 1980 - 1997
Job Director of Human Resources
Industry Food & Beverages
Experience
Market Day,LLC 1997 - Present
Harris Trust and Savings Bank 1980 - 1997
Skills
Talent Acquisition, Talent Management, Recruiting, Performance Management, Employee Relations, Customer Service, Benefits Administration, Management, Leadership Development, Team Building, Human Resources, Leadership, Employee Training, Strategic Planning, Budgets, Employee Benefits, Personnel Management, Account Management, Onboarding, Hiring, Negotiation
Education
Trinity Christian College 1976 — 1980
BS, Human Resourses/Marketing
Market Day,LLC 1997 - Present
Harris Trust and Savings Bank 1980 - 1997
Skills
Talent Acquisition, Talent Management, Recruiting, Performance Management, Employee Relations, Customer Service, Benefits Administration, Management, Leadership Development, Team Building, Human Resources, Leadership, Employee Training, Strategic Planning, Budgets, Employee Benefits, Personnel Management, Account Management, Onboarding, Hiring, Negotiation
Education
Trinity Christian College 1976 — 1980
BS, Human Resourses/Marketing
Dan Dutile, CFA Dan Dutile, CFA's Harris Trust and Savings Bank Experience 2001 - 2004
Job Wealth Manager
Industry Financial Services
Experience
Fiduciary Management Associates 2004 - 2014
Harris Trust and Savings Bank 2001 - 2004
Commonwealth Edison Company 1996 - 2000
Great Lakes Advisors 1993 - 1996
Skills
Financial Analysis, Investments, Portfolio Management, Capital Markets, Asset Management, Equities, Valuation, Equity Research, Financial Modeling, Management, Investment Advisory
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)
University of Notre Dame
Bachelor of Business Administration in Finance
Fiduciary Management Associates 2004 - 2014
Harris Trust and Savings Bank 2001 - 2004
Commonwealth Edison Company 1996 - 2000
Great Lakes Advisors 1993 - 1996
Skills
Financial Analysis, Investments, Portfolio Management, Capital Markets, Asset Management, Equities, Valuation, Equity Research, Financial Modeling, Management, Investment Advisory
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)
University of Notre Dame
Bachelor of Business Administration in Finance
Jody Foulks Chambers Jody Foulks Chambers's Harris Trust and Savings Bank Experience November 1983 - April 1992
Job Partnership and Business Developement
Industry Internet
Experience
Scredible PLC January 2015 - Present
JFC Equity 2011 - Present
Stratevie Media, LLC November 2011 - December 2012
Shoreline Partners, LLC March 1999 - October 2008
Private Capital Clearinghouse, Inc. August 1997 - February 1998
Wilshire Associates August 1995 - August 1997
RXR Capital Management, Inc. April 1994 - December 1994
Monmouth Capital Management, Inc. May 1992 - November 1993
Harris Trust and Savings Bank November 1983 - April 1992
Skills
Strategy, Mergers & Acquisitions, Start-ups, Business Development, Finance, Mergers, Private Equity, Investment Banking, Financial Analysis, Strategic Partnerships, Venture Capital, Financial Modeling, Entrepreneurship, Management, Strategic Planning, Management Consulting, Financial Services, Due Diligence, Analytics, Marketing, Risk Management, Executive Management, Corporate Development, Corporate Finance, Competitive Analysis, Business Strategy, Valuation, Foreign Exchange..., Managed Futures
Education
University of Colorado at Boulder - Leeds School of Business
BS in Business Administration, Finance and International Business
Scredible PLC January 2015 - Present
JFC Equity 2011 - Present
Stratevie Media, LLC November 2011 - December 2012
Shoreline Partners, LLC March 1999 - October 2008
Private Capital Clearinghouse, Inc. August 1997 - February 1998
Wilshire Associates August 1995 - August 1997
RXR Capital Management, Inc. April 1994 - December 1994
Monmouth Capital Management, Inc. May 1992 - November 1993
Harris Trust and Savings Bank November 1983 - April 1992
Skills
Strategy, Mergers & Acquisitions, Start-ups, Business Development, Finance, Mergers, Private Equity, Investment Banking, Financial Analysis, Strategic Partnerships, Venture Capital, Financial Modeling, Entrepreneurship, Management, Strategic Planning, Management Consulting, Financial Services, Due Diligence, Analytics, Marketing, Risk Management, Executive Management, Corporate Development, Corporate Finance, Competitive Analysis, Business Strategy, Valuation, Foreign Exchange..., Managed Futures
Education
University of Colorado at Boulder - Leeds School of Business
BS in Business Administration, Finance and International Business
Constance Hull-Ousley's Harris Trust and Savings Bank Experience May 1987 - July 1999
Job Special Assistant/Executive Assistant to Chief Executive Officer at Chicago Public Schools
Industry Computer Software
Experience
Chicago Public Schools October 2012 - August 2015
Chicago Public Schools January 2012 - October 2012
C C C Information Service August 2000 - October 2011
britannica.com March 2000 - August 2000
Initial Staffing August 1999 - March 2000
Harris Trust and Savings Bank May 1987 - July 1999
Skills
Microsoft Office 2007, Outlook, Lotus Notes, Typing Speed 75 WPM, Concur, Process Scheduler, Administrative..., Database Administration, PeopleSoft, Administration, Software Documentation, Analysis, Microsoft Office, Process Improvement, Project Management
Education
Robert Morris College 1985 — 1987
AAS, Applied Science
Chicago Public Schools October 2012 - August 2015
Chicago Public Schools January 2012 - October 2012
C C C Information Service August 2000 - October 2011
britannica.com March 2000 - August 2000
Initial Staffing August 1999 - March 2000
Harris Trust and Savings Bank May 1987 - July 1999
Skills
Microsoft Office 2007, Outlook, Lotus Notes, Typing Speed 75 WPM, Concur, Process Scheduler, Administrative..., Database Administration, PeopleSoft, Administration, Software Documentation, Analysis, Microsoft Office, Process Improvement, Project Management
Education
Robert Morris College 1985 — 1987
AAS, Applied Science
Paul Steger Paul Steger's Harris Trust and Savings Bank Experience November 1985 - December 1998
Job Experienced Financial Professional
Industry Banking
Experience
Edward Jones April 2010 - October 2012
Bank of America December 1998 - May 2009
ABN AMRO December 1998 - December 2007
Harris Trust and Savings Bank November 1985 - December 1998
Education
The University of Chicago 2005 — 2008
MBA, Finance, Operations Management
Lewis University 2002 — 2004
B.S., Business Administration
Illinois Institute of Technology 1984 — 1986
Mathematics
Edward Jones April 2010 - October 2012
Bank of America December 1998 - May 2009
ABN AMRO December 1998 - December 2007
Harris Trust and Savings Bank November 1985 - December 1998
Education
The University of Chicago 2005 — 2008
MBA, Finance, Operations Management
Lewis University 2002 — 2004
B.S., Business Administration
Illinois Institute of Technology 1984 — 1986
Mathematics
Beatriz Ibarra Beatriz Ibarra's Harris Trust and Savings Bank Experience October 2002 - October 2003
Job Certified Internal Auditor CIA
Industry Management Consulting
Experience
Charles Rutenberg Realty February 2009 - Present
BMO Harris Bank February 2008 - January 2009
Argent Mortgage Company March 2005 - May 2007
People's Choice Mortgage Corp October 2003 - March 2005
Harris Trust and Savings Bank October 2002 - October 2003
Compañía de Profesionales de Bolsa January 2000 - August 2001
Industrias Haceb S.A. June 1997 - December 1998
Skills
CIA, English and Spanish..., Strong collaboration,..., Enthusiastic,..., Ability to work..., Microsoft Office, Second Look Audit..., Cogent Production QC..., Lexis/Nexis
Education
Universidad Pontificia Bolivariana 1993 — 1998
Bachelor of Science; BSBA, Business Administration
Charles Rutenberg Realty February 2009 - Present
BMO Harris Bank February 2008 - January 2009
Argent Mortgage Company March 2005 - May 2007
People's Choice Mortgage Corp October 2003 - March 2005
Harris Trust and Savings Bank October 2002 - October 2003
Compañía de Profesionales de Bolsa January 2000 - August 2001
Industrias Haceb S.A. June 1997 - December 1998
Skills
CIA, English and Spanish..., Strong collaboration,..., Enthusiastic,..., Ability to work..., Microsoft Office, Second Look Audit..., Cogent Production QC..., Lexis/Nexis
Education
Universidad Pontificia Bolivariana 1993 — 1998
Bachelor of Science; BSBA, Business Administration
Stuart Boldry Stuart Boldry's Harris Trust and Savings Bank Experience 1978 - 1995
Job Adjunct Faculty in Strategic Management, School of Hospitality at Kendall College
Industry Financial Services
Experience
Kendall College October 2013 - Present
Millennium Bancorp, Inc. August 2011 - Present
The Boldry Group March 2010 - Present
Northwestern University January 2012 - Present
The Riverside Foundation July 2013 - Present
End2End Payments, Inc. September 2011 - March 2013
Illinois Finance Authority 2005 - 2010
CoVest Banc 1999 - 2004
First Commerce Corporation 1995 - 1998
Harris Trust and Savings Bank 1978 - 1995
Skills
Strategic Planning, Financial Analysis, Finance, Managerial Finance, Financial Modeling, Asset Managment, Executive Management, Risk Management, Management, Strategy, Business Development, Banking, Investments, Business Planning, Project Management, Financial Services, Program Management, Mergers & Acquisitions, Due Diligence, Leadership, Team Building, Credit, Portfolio Management, Product Management, Data Analysis, Nonprofits, Cross-functional Team..., Business Strategy, Asset Management, Analysis, Consulting, Marketing, New Business Development, Venture Capital
Education
The University of Chicago - Booth School of Business 1979 — 1982
MBA
Boston College 1974 — 1978
BA, Economics
Kendall College October 2013 - Present
Millennium Bancorp, Inc. August 2011 - Present
The Boldry Group March 2010 - Present
Northwestern University January 2012 - Present
The Riverside Foundation July 2013 - Present
End2End Payments, Inc. September 2011 - March 2013
Illinois Finance Authority 2005 - 2010
CoVest Banc 1999 - 2004
First Commerce Corporation 1995 - 1998
Harris Trust and Savings Bank 1978 - 1995
Skills
Strategic Planning, Financial Analysis, Finance, Managerial Finance, Financial Modeling, Asset Managment, Executive Management, Risk Management, Management, Strategy, Business Development, Banking, Investments, Business Planning, Project Management, Financial Services, Program Management, Mergers & Acquisitions, Due Diligence, Leadership, Team Building, Credit, Portfolio Management, Product Management, Data Analysis, Nonprofits, Cross-functional Team..., Business Strategy, Asset Management, Analysis, Consulting, Marketing, New Business Development, Venture Capital
Education
The University of Chicago - Booth School of Business 1979 — 1982
MBA
Boston College 1974 — 1978
BA, Economics
Jeff Zanatta Jeff Zanatta's Harris Trust and Savings Bank Experience August 2000 - November 2005
Job Cook at Mina Group: Restaurant RN74
Industry Restaurants
Experience
Mina Group: Restaurant RN74 May 2011 - Present
Laird Norton Tyee November 2006 - March 2009
Harris Trust and Savings Bank August 2000 - November 2005
Freeman Welwood July 1999 - August 2000
Skills
International Relations, Financial Analysis, Small Business, Event Planning, Team Building, Entrepreneurship, Leadership, Microsoft Word, Finance, Teamwork, Project Planning, Customer Service, Strategic Financial..., Marketing, Retirement, Microsoft Excel, Management, Restaurants, Sales, Microsoft Office, Social Media, Asset Management, Time Management, Investments, Social Networking, Public Speaking, Food & Beverage, Hospitality, Public Relations, Portfolio Management, Philanthropy
Education
Le Cordon Bleu 2010 — 2011
Culinary Arts
College for Financial Planning 2004 — 2005
CFP, Financial Planning
Washington State University - College of Business and Economics 1995 — 1998
University of Washington 1993 — 1995
Mina Group: Restaurant RN74 May 2011 - Present
Laird Norton Tyee November 2006 - March 2009
Harris Trust and Savings Bank August 2000 - November 2005
Freeman Welwood July 1999 - August 2000
Skills
International Relations, Financial Analysis, Small Business, Event Planning, Team Building, Entrepreneurship, Leadership, Microsoft Word, Finance, Teamwork, Project Planning, Customer Service, Strategic Financial..., Marketing, Retirement, Microsoft Excel, Management, Restaurants, Sales, Microsoft Office, Social Media, Asset Management, Time Management, Investments, Social Networking, Public Speaking, Food & Beverage, Hospitality, Public Relations, Portfolio Management, Philanthropy
Education
Le Cordon Bleu 2010 — 2011
Culinary Arts
College for Financial Planning 2004 — 2005
CFP, Financial Planning
Washington State University - College of Business and Economics 1995 — 1998
University of Washington 1993 — 1995
Clayton Kalinoski's Harris Trust and Savings Bank Experience March 1992 - April 1994
Job at SSAB
Industry Information Technology and Services
Experience
SSAB March 2012 - Present
Dupage Medical Group September 2010 - March 2012
Footprint Retail Services April 2008 - September 2010
University HealthSystem Consortium December 2003 - April 2008
HIMSS April 2002 - November 2003
Calypso Systems, Inc. March 2000 - December 2001
Xpedior March 1997 - March 2000
Current Assets November 1994 - March 1997
Richard Wolf Medical Instruments May 1994 - October 1994
Harris Trust and Savings Bank March 1992 - April 1994
Skills
.NET, Integration, VB.NET, Microsoft SQL Server, XML, SQL, ASP.NET, SharePoint, Project Management, Databases, Visual Studio, C#
Education
DePaul University 2002 — 2009
MS, Information Systems
DePaul University 1996 — 1997
Certification, Computer Career Program
Indiana University Bloomington 1980 — 1986
BS, Finance
Indiana University Bloomington 1980 — 1986
BA, German Language
SSAB March 2012 - Present
Dupage Medical Group September 2010 - March 2012
Footprint Retail Services April 2008 - September 2010
University HealthSystem Consortium December 2003 - April 2008
HIMSS April 2002 - November 2003
Calypso Systems, Inc. March 2000 - December 2001
Xpedior March 1997 - March 2000
Current Assets November 1994 - March 1997
Richard Wolf Medical Instruments May 1994 - October 1994
Harris Trust and Savings Bank March 1992 - April 1994
Skills
.NET, Integration, VB.NET, Microsoft SQL Server, XML, SQL, ASP.NET, SharePoint, Project Management, Databases, Visual Studio, C#
Education
DePaul University 2002 — 2009
MS, Information Systems
DePaul University 1996 — 1997
Certification, Computer Career Program
Indiana University Bloomington 1980 — 1986
BS, Finance
Indiana University Bloomington 1980 — 1986
BA, German Language
Laura Vogel's Harris Trust and Savings Bank Experience April 1996 - December 2000
Job
Industry Government Relations
Experience
NRECA April 2014 - Present
National Association of REALTORS April 2005 - April 2014
American Bankers Association March 2001 - March 2005
Harris Trust and Savings Bank April 1996 - December 2000
Skills
Grassroots Organizing, Legislative Relations, Politics, Government, Leadership, Political Communication, Political Campaigns, Public Policy, Event Planning, Public Affairs, Strategic Communications, Coalitions, Governmental Affairs, Training, Public Speaking, Speech Writing, Political Science, Policy Analysis, Public Relations, Community Development, Economic Development, Proposal Writing, Media Relations, Crisis Communications, Political Consulting, International Relations, Association Management, Campaigns, Real Estate, Fundraising, Community Outreach, Policy, Management, Grassroots Development, State Government, Volunteer Management, Program Management..., Federal Government..., Nonprofits, Grassroots
Education
The George Washington University 2001 — 2002
Master of Arts, Political Management
Miami University 1992 — 1995
Bachelor of Arts, History
NRECA April 2014 - Present
National Association of REALTORS April 2005 - April 2014
American Bankers Association March 2001 - March 2005
Harris Trust and Savings Bank April 1996 - December 2000
Skills
Grassroots Organizing, Legislative Relations, Politics, Government, Leadership, Political Communication, Political Campaigns, Public Policy, Event Planning, Public Affairs, Strategic Communications, Coalitions, Governmental Affairs, Training, Public Speaking, Speech Writing, Political Science, Policy Analysis, Public Relations, Community Development, Economic Development, Proposal Writing, Media Relations, Crisis Communications, Political Consulting, International Relations, Association Management, Campaigns, Real Estate, Fundraising, Community Outreach, Policy, Management, Grassroots Development, State Government, Volunteer Management, Program Management..., Federal Government..., Nonprofits, Grassroots
Education
The George Washington University 2001 — 2002
Master of Arts, Political Management
Miami University 1992 — 1995
Bachelor of Arts, History
Nikki Biafore-Hawrysz's Harris Trust and Savings Bank Experience October 1994 - September 1997
Job Senior Manager at Discover Card
Industry Financial Services
Experience
Acquisition Credit Policy March 2005 - Present
Acquisition Credit Policy January 2003 - March 2005
Discover March 1999 - January 2003
FIRST CARD/FIRST USA October 1997 - March 1999
HARRIS TRUST AND SAVINGS BANK October 1994 - September 1997
NATIONAL CITY BANK CREDIT SERVICES April 1993 - September 1994
Skills
Risk Management, Analytics, Strategy, Portfolio Management, Analysis, Forecasting, Data Analysis
Education
The Ohio State University Fisher College of Business 1990 — 1992
MBA
The Ohio State University 1984 — 1988
BS, Marketing & Finance
Acquisition Credit Policy March 2005 - Present
Acquisition Credit Policy January 2003 - March 2005
Discover March 1999 - January 2003
FIRST CARD/FIRST USA October 1997 - March 1999
HARRIS TRUST AND SAVINGS BANK October 1994 - September 1997
NATIONAL CITY BANK CREDIT SERVICES April 1993 - September 1994
Skills
Risk Management, Analytics, Strategy, Portfolio Management, Analysis, Forecasting, Data Analysis
Education
The Ohio State University Fisher College of Business 1990 — 1992
MBA
The Ohio State University 1984 — 1988
BS, Marketing & Finance
Daryl Newell's Harris Trust and Savings Bank Experience April 1995 - October 1997
Job Chief Retail Banking Officer at Seaway Bank and Trust Company
Industry Banking
Experience
Seaway Bank and Trust Company March 2015 - Present
Fifth Third Bank June 2014 - March 2015
Urban Partnership Bank August 2010 - August 2013
ShoreBank June 2003 - August 2010
BMO Harris Bank October 1997 - June 2003
Harris Trust and Savings Bank April 1995 - October 1997
Harris Trust and Savings Bank July 1992 - April 1995
Harris Trust and Savings Bank January 1989 - July 1992
Dean Foods September 1986 - January 1989
Green Bay Packer Football Club May 1986 - August 1986
Skills
Commercial Banking, Loans, Banking, Credit, Credit Analysis, Commercial Lending, Portfolio Management, Underwriting, Risk Management, Financial Analysis, Mortgage Lending, Investments, Asset Managment, Financial Modeling, Strategic Planning, Financial Services, Finance, Credit Risk, Cash Management, Private Equity, Management, Leadership, Mergers & Acquisitions, Analysis, Strategy, Relationship Management, Asset Management, Business Development, Process Improvement, Budgets, Strategic Financial..., Retail Banking, Executive Management, Small Business Lending, Business Planning, Valuation, Marketing, Treasury Management, Training, Loan Origination, Due Diligence, Forecasting, Financial Risk, Corporate Finance, Consumer Lending, Sales, Accounting, Commercial Mortgages, Program Management, Coaching
Education
Northwestern University - Kellogg School of Management 2006 — 2007
Certificate, Management
Keller Graduate School of Management of DeVry University 1987 — 1991
MBA, General Management
Northwestern University 1982 — 1986
Bachelor of Arts, Sociology
West Side
Seaway Bank and Trust Company March 2015 - Present
Fifth Third Bank June 2014 - March 2015
Urban Partnership Bank August 2010 - August 2013
ShoreBank June 2003 - August 2010
BMO Harris Bank October 1997 - June 2003
Harris Trust and Savings Bank April 1995 - October 1997
Harris Trust and Savings Bank July 1992 - April 1995
Harris Trust and Savings Bank January 1989 - July 1992
Dean Foods September 1986 - January 1989
Green Bay Packer Football Club May 1986 - August 1986
Skills
Commercial Banking, Loans, Banking, Credit, Credit Analysis, Commercial Lending, Portfolio Management, Underwriting, Risk Management, Financial Analysis, Mortgage Lending, Investments, Asset Managment, Financial Modeling, Strategic Planning, Financial Services, Finance, Credit Risk, Cash Management, Private Equity, Management, Leadership, Mergers & Acquisitions, Analysis, Strategy, Relationship Management, Asset Management, Business Development, Process Improvement, Budgets, Strategic Financial..., Retail Banking, Executive Management, Small Business Lending, Business Planning, Valuation, Marketing, Treasury Management, Training, Loan Origination, Due Diligence, Forecasting, Financial Risk, Corporate Finance, Consumer Lending, Sales, Accounting, Commercial Mortgages, Program Management, Coaching
Education
Northwestern University - Kellogg School of Management 2006 — 2007
Certificate, Management
Keller Graduate School of Management of DeVry University 1987 — 1991
MBA, General Management
Northwestern University 1982 — 1986
Bachelor of Arts, Sociology
West Side
Jennifer Lellos's Harris Trust and Savings Bank Experience March 1999 - August 2003
Job Senior Business Technical Analyst at Aon Hewitt
Industry Information Technology and Services
Experience
Aon Hewitt June 2015 - Present
Aon Hewitt April 2010 - June 2015
Hewitt Associates September 2003 - October 2010
Harris Trust and Savings Bank March 1999 - August 2003
Skills
PeopleSoft, Requirements Gathering, Visio, HRIS, Testing, Crystal Reports, SDLC, Requirements Analysis, Business Analysis, Process Improvement, Test Planning, Business Requirements, Change Management, Software Project..., Service Delivery, SQL, Outsourcing, Gap Analysis, Quality Assurance, PMP, Business Process, Systems Analysis
Education
Illinois Institute of Technology 1989 — 1995
Aerospace Engineering
Aon Hewitt June 2015 - Present
Aon Hewitt April 2010 - June 2015
Hewitt Associates September 2003 - October 2010
Harris Trust and Savings Bank March 1999 - August 2003
Skills
PeopleSoft, Requirements Gathering, Visio, HRIS, Testing, Crystal Reports, SDLC, Requirements Analysis, Business Analysis, Process Improvement, Test Planning, Business Requirements, Change Management, Software Project..., Service Delivery, SQL, Outsourcing, Gap Analysis, Quality Assurance, PMP, Business Process, Systems Analysis
Education
Illinois Institute of Technology 1989 — 1995
Aerospace Engineering
Ed Edens, MBA, CFP®'s Harris Trust and Savings Bank Experience 1986 - 1998
Job Sr. Financial Advisor
Industry Investment Management
Experience
Kovitz Investment Group October 2005 - Present
Wayne Hummer Asset Management September 1998 - September 2005
Harris Trust and Savings Bank 1986 - 1998
Skills
Retirement Planning, Estate Planning, Wealth, High Net Worth..., Investments, Retirement Income..., Charitable Giving, Financial Advice, Private Wealth..., Asset Allocation
Education
Northwestern University 2009 — 2010
CFP, Certified Financial Planner
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1998
MBA, Finance
Augustana College 1982 — 1986
BA, Finance
Kovitz Investment Group October 2005 - Present
Wayne Hummer Asset Management September 1998 - September 2005
Harris Trust and Savings Bank 1986 - 1998
Skills
Retirement Planning, Estate Planning, Wealth, High Net Worth..., Investments, Retirement Income..., Charitable Giving, Financial Advice, Private Wealth..., Asset Allocation
Education
Northwestern University 2009 — 2010
CFP, Certified Financial Planner
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1998
MBA, Finance
Augustana College 1982 — 1986
BA, Finance
James Vande Werken's Harris Trust and Savings Bank Experience 1985 - 1996
Job Accountant/Payroll Administrator at Roseland Christian School
Industry Accounting
Experience
SLB Associates LLC March 2015 - Present
Exxcel Management Services February 1981 - Present
Roseland Christian School June 2009 - August 2013
Sandridge Bank February 1996 - November 1997
Harris Trust and Savings Bank 1985 - 1996
First National Bank of Evergreen Park 1972 - 1985
Skills
Access, Analysis, Accounting, Administration, Budgeting, Business Management, Benefits Administration, Billing, Billing Systems, Due Diligence, Cash Management, Cash Flow, Customer Focus, Databases, Data Entry, Disaster Recovery, M&A due diligence, Excel, Financial Analysis, Financial Planning, Financial Modeling, GAAP, Gap Analysis, General Ledger, Hiring, Cash Handling, Humor, Idea Generation, Business Process..., IRA's, Journal Entries, 10 Key, Loans, Microsoft Office, Non-profits, Payroll, Accounts Payable, Quickbooks, Financial Reporting, Problem Solving, Tax Preparation, Attention To Detail, Variance Analysis, Year End Close, Finance, Budgets, Nonprofits, QuickBooks, Microsoft Excel, Fixed Assets
Education
CPA Excel 2013 — 2014
CPA, accounting, auditing, taxation
Loyola University of Chicago
Master of Business Administration (MBA)
Bank Administration Institute-Graduate School of Management, Madison, WI
Certificate
Trinity Christian College
Bachelor's degree, Dual Majors-Finance and History
Chicago Christian High School 1969 — 1973
Diploma, General
SLB Associates LLC March 2015 - Present
Exxcel Management Services February 1981 - Present
Roseland Christian School June 2009 - August 2013
Sandridge Bank February 1996 - November 1997
Harris Trust and Savings Bank 1985 - 1996
First National Bank of Evergreen Park 1972 - 1985
Skills
Access, Analysis, Accounting, Administration, Budgeting, Business Management, Benefits Administration, Billing, Billing Systems, Due Diligence, Cash Management, Cash Flow, Customer Focus, Databases, Data Entry, Disaster Recovery, M&A due diligence, Excel, Financial Analysis, Financial Planning, Financial Modeling, GAAP, Gap Analysis, General Ledger, Hiring, Cash Handling, Humor, Idea Generation, Business Process..., IRA's, Journal Entries, 10 Key, Loans, Microsoft Office, Non-profits, Payroll, Accounts Payable, Quickbooks, Financial Reporting, Problem Solving, Tax Preparation, Attention To Detail, Variance Analysis, Year End Close, Finance, Budgets, Nonprofits, QuickBooks, Microsoft Excel, Fixed Assets
Education
CPA Excel 2013 — 2014
CPA, accounting, auditing, taxation
Loyola University of Chicago
Master of Business Administration (MBA)
Bank Administration Institute-Graduate School of Management, Madison, WI
Certificate
Trinity Christian College
Bachelor's degree, Dual Majors-Finance and History
Chicago Christian High School 1969 — 1973
Diploma, General
Carolyn Dolezal's Harris Trust and Savings Bank Experience 1987 - 1992
Job Vice President, Strategy and Chief Marketing and Information Officer at PCTEL
Industry Information Technology and Services
Experience
PCTEL, Inc. October 2014 - Present
SmithBucklin June 2009 - August 2014
SEI LLC January 2007 - May 2009
Motorola Solutions March 2005 - January 2007
Motorola Solutions 2001 - 2005
Invisix (Motorola/Cisco joint venture) 1999 - 2001
Motorola Solutions 1993 - 1999
Motorola Nortel 1992 - 1993
Harris Trust and Savings Bank 1987 - 1992
Buck Consultants 1985 - 1987
Skills
Strategic Planning, Product Management, Program Management, Strategic Partnerships, Strategy, Cross-functional Team..., Start-ups, Management, Employee Relations, Change Management, Leadership Development, Business Development, Professional Services, CRM, Telecommunications, Contract Negotiation, Mergers & Acquisitions, Technology Management, Executive Management, Marketing Communications, Leadership, International Business, Marketing, Professional Mentoring, Team Leadership, Business Strategy, Organizational..., Human Resources, P&L Management, Process Improvement, Team Building, Social Media, Sales Management, Management Consulting
Education
Northwestern University 1983 — 1987
MBA, Marketing, Finance, Management Policy
University of Wisconsin-Oshkosh 1979 — 1982
Bachelor of Business Administration, Administrative Management
Center for Creative Leadership
PCTEL, Inc. October 2014 - Present
SmithBucklin June 2009 - August 2014
SEI LLC January 2007 - May 2009
Motorola Solutions March 2005 - January 2007
Motorola Solutions 2001 - 2005
Invisix (Motorola/Cisco joint venture) 1999 - 2001
Motorola Solutions 1993 - 1999
Motorola Nortel 1992 - 1993
Harris Trust and Savings Bank 1987 - 1992
Buck Consultants 1985 - 1987
Skills
Strategic Planning, Product Management, Program Management, Strategic Partnerships, Strategy, Cross-functional Team..., Start-ups, Management, Employee Relations, Change Management, Leadership Development, Business Development, Professional Services, CRM, Telecommunications, Contract Negotiation, Mergers & Acquisitions, Technology Management, Executive Management, Marketing Communications, Leadership, International Business, Marketing, Professional Mentoring, Team Leadership, Business Strategy, Organizational..., Human Resources, P&L Management, Process Improvement, Team Building, Social Media, Sales Management, Management Consulting
Education
Northwestern University 1983 — 1987
MBA, Marketing, Finance, Management Policy
University of Wisconsin-Oshkosh 1979 — 1982
Bachelor of Business Administration, Administrative Management
Center for Creative Leadership
Robert Buchta's Harris Trust and Savings Bank Experience February 1973 - June 1981
Job Owner, AMI Communications, Inc.
Industry Information Technology and Services
Experience
AMI Communications, Inc. 1993 - Present
Northbrook Trust July 1986 - July 1988
Northwest National Bank June 1981 - July 1986
Harris Trust and Savings Bank February 1973 - June 1981
Skills
New Business Development, Strategic Planning, Marketing Strategy, Marketing, Team Building, Business Strategy, Product Management, Management, Entrepreneurship, Sales Management, Leadership, Sales, Start-ups, Program Management, Negotiation, Purchasing, Contract Negotiation, Strategy, Networking, Business Planning
Education
Northwestern University - Kellogg School of Management 1975 — 1977
MM, Marketing
University of Iowa - Henry B. Tippie College of Business 1968 — 1973
BBS, Marketing
AMI Communications, Inc. 1993 - Present
Northbrook Trust July 1986 - July 1988
Northwest National Bank June 1981 - July 1986
Harris Trust and Savings Bank February 1973 - June 1981
Skills
New Business Development, Strategic Planning, Marketing Strategy, Marketing, Team Building, Business Strategy, Product Management, Management, Entrepreneurship, Sales Management, Leadership, Sales, Start-ups, Program Management, Negotiation, Purchasing, Contract Negotiation, Strategy, Networking, Business Planning
Education
Northwestern University - Kellogg School of Management 1975 — 1977
MM, Marketing
University of Iowa - Henry B. Tippie College of Business 1968 — 1973
BBS, Marketing
Roger Kieffer's Harris Trust and Savings Bank Experience 1970 - 1984
Job Senior Vice President | Commercial Lending | Real Estate Lending | SBA Lending
Industry Banking
Experience
First Eagle Bank September 2013 - Present
Retired Banking Executive 2014 - 2015
Retired Banking Executive 2014 - 2015
Metropolitan Bank Group November 1989 - June 2013
Senior Vice President 1988 - 1989
Lane Financial Group 1984 - 1988
Harris Trust and Savings Bank 1970 - 1984
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Loans, Banking, Credit Analysis, Commercial Mortgages, Loan Origination, Asset Based Lending, Lines Of Credit, Credit, Risk Management, Portfolio Management, Finance, Financial Analysis, Consumer Lending, Due Diligence, Financial Structuring, Treasury Management, Mortgage Lending, Mergers & Acquisitions
Education
University of Wisconsin-Madison
Master of Business Administration (M.B.A.)
Marquette University
Bachelor's Degree, Business Administration
First Eagle Bank September 2013 - Present
Retired Banking Executive 2014 - 2015
Retired Banking Executive 2014 - 2015
Metropolitan Bank Group November 1989 - June 2013
Senior Vice President 1988 - 1989
Lane Financial Group 1984 - 1988
Harris Trust and Savings Bank 1970 - 1984
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Loans, Banking, Credit Analysis, Commercial Mortgages, Loan Origination, Asset Based Lending, Lines Of Credit, Credit, Risk Management, Portfolio Management, Finance, Financial Analysis, Consumer Lending, Due Diligence, Financial Structuring, Treasury Management, Mortgage Lending, Mergers & Acquisitions
Education
University of Wisconsin-Madison
Master of Business Administration (M.B.A.)
Marquette University
Bachelor's Degree, Business Administration
Brian Ripes's Harris Trust and Savings Bank Experience September 1988 - January 1995
Job Sr Director / PDP Compliance Officer
Industry Health, Wellness and Fitness
Experience
Optum Rx (formerly Catamaran Rx) July 2011 - Present
Optum Rx July 2011 - Present
Millenium Pharmacy Systems September 2010 - February 2011
CVS Caremark May 2005 - July 2009
CVS/Caremark July 2003 - April 2005
CVS Caremark November 2001 - June 2003
CVS/Caremark April 2000 - October 2001
CVS/Caremark October 1996 - March 2000
CVS/Caremark February 1995 - September 1996
Harris Trust and Savings Bank September 1988 - January 1995
Skills
Pharmaceutical Industry, Auditing, Medicare Part D, Financial Analysis, Analysis, Process Management, Medicare, Forecasting, Strategy, Training, Managed Care, Program Management, Medicaid, Strategic Planning, Budgets, Projects, Healthcare, Management, Insurance, Leadership, Account Management, Quality Assurance, Process Improvement, Cross-functional Team...
Education
DePaul University 1989 — 1994
MST, Federal Taxation
University of Illinois at Urbana-Champaign 1988 — 1988
CPA, Accounting
Roosevelt University 1984 — 1987
MBA, Business
Bradley University 1979 — 1983
Bachelors, Accounting & Business
Optum Rx (formerly Catamaran Rx) July 2011 - Present
Optum Rx July 2011 - Present
Millenium Pharmacy Systems September 2010 - February 2011
CVS Caremark May 2005 - July 2009
CVS/Caremark July 2003 - April 2005
CVS Caremark November 2001 - June 2003
CVS/Caremark April 2000 - October 2001
CVS/Caremark October 1996 - March 2000
CVS/Caremark February 1995 - September 1996
Harris Trust and Savings Bank September 1988 - January 1995
Skills
Pharmaceutical Industry, Auditing, Medicare Part D, Financial Analysis, Analysis, Process Management, Medicare, Forecasting, Strategy, Training, Managed Care, Program Management, Medicaid, Strategic Planning, Budgets, Projects, Healthcare, Management, Insurance, Leadership, Account Management, Quality Assurance, Process Improvement, Cross-functional Team...
Education
DePaul University 1989 — 1994
MST, Federal Taxation
University of Illinois at Urbana-Champaign 1988 — 1988
CPA, Accounting
Roosevelt University 1984 — 1987
MBA, Business
Bradley University 1979 — 1983
Bachelors, Accounting & Business
Gwen Hickey's Harris Trust and Savings Bank Experience 2000 - Present
Job Consulting for Banking Applications
Industry Financial Services
Experience
BMO Financial Group 2007 - Present
Harris Bank / Bank of Montreal 1980 - Present
Harris Bank 2000 - Present
Harris Trust and Savings Bank 2000 - Present
Harris N.A., (Bank of Montreal) 1980 - Present
Bank of Montreal 1980 - Present
Harris Bank/BMO January 2012 - 2014
Harris NA 2006 - 2010
Harris Bank 1980 - 2010
Harris Bank 1980 - 2010
Skills
Banking, Business Analysis, Portfolio Management, Retail Banking, Risk Management, Credit, Commercial Banking, Vendor Management, PMO, Management, Financial Services, SDLC
Education
Purdue University Calumet 1974 — 1978
BMO Financial Group 2007 - Present
Harris Bank / Bank of Montreal 1980 - Present
Harris Bank 2000 - Present
Harris Trust and Savings Bank 2000 - Present
Harris N.A., (Bank of Montreal) 1980 - Present
Bank of Montreal 1980 - Present
Harris Bank/BMO January 2012 - 2014
Harris NA 2006 - 2010
Harris Bank 1980 - 2010
Harris Bank 1980 - 2010
Skills
Banking, Business Analysis, Portfolio Management, Retail Banking, Risk Management, Credit, Commercial Banking, Vendor Management, PMO, Management, Financial Services, SDLC
Education
Purdue University Calumet 1974 — 1978
Cynthia Havlik's Harris Trust and Savings Bank Experience March 1987 - August 2000
Job Lead Business Analyst at United Airlines
Industry Information Services
Experience
United Airlines April 2007 - Present
Fidelity National Information Services September 2000 - March 2007
Harris Trust and Savings Bank March 1987 - August 2000
Skills
Project Management, Process Improvement, Business Analysis, Airlines, Analysis, Program Management, Requirements Analysis, IT Strategy, SDLC, Change Management, Management, Visio, Software Project..., Software Documentation, Vendor Management, Operations Management, Business Process..., Cross-functional Team..., Team Building
Education
Northern Illinois University 1982 — 1984
Bachelor of Science (B.S.), Political Science/Public Service
United Airlines April 2007 - Present
Fidelity National Information Services September 2000 - March 2007
Harris Trust and Savings Bank March 1987 - August 2000
Skills
Project Management, Process Improvement, Business Analysis, Airlines, Analysis, Program Management, Requirements Analysis, IT Strategy, SDLC, Change Management, Management, Visio, Software Project..., Software Documentation, Vendor Management, Operations Management, Business Process..., Cross-functional Team..., Team Building
Education
Northern Illinois University 1982 — 1984
Bachelor of Science (B.S.), Political Science/Public Service
Carla Herring's Harris Trust and Savings Bank Experience August 1987 - July 1998
Job Asset Manager at GE
Industry Real Estate
Experience
GE Real Estate 2004 - Present
GE Capital Real Estate 2001 - 2004
Heller Financial August 1998 - October 2001
Harris Trust and Savings Bank August 1987 - July 1998
Skills
Asset Managment, Underwriting, Real Estate Economics, Loans, Due Diligence, Credit, Portfolio Management, Financial Modeling, Financial Analysis, Negotiation, Financial Structuring, Commercial Lending, Commercial Banking, Real Estate Financing, Business Planning, Banking, Investment Properties, Disposition, Valuation, Finance, Commercial Real Estate, Structured Finance, Credit Analysis, Credit Risk, Risk Management, CMBS, Mortgage Lending, Private Equity, Asset Management, Dispositions
Education
Keller Graduate School of Management of DeVry University 2007 — 2012
MBA, International Finance
Roosevelt University 1989 — 1989
Lawyers Assistance Program-Paralegal Certification, Pre-Law Studies
University of Illinois at Chicago 1974 — 1978
BS, Pre-Law
GE Real Estate 2004 - Present
GE Capital Real Estate 2001 - 2004
Heller Financial August 1998 - October 2001
Harris Trust and Savings Bank August 1987 - July 1998
Skills
Asset Managment, Underwriting, Real Estate Economics, Loans, Due Diligence, Credit, Portfolio Management, Financial Modeling, Financial Analysis, Negotiation, Financial Structuring, Commercial Lending, Commercial Banking, Real Estate Financing, Business Planning, Banking, Investment Properties, Disposition, Valuation, Finance, Commercial Real Estate, Structured Finance, Credit Analysis, Credit Risk, Risk Management, CMBS, Mortgage Lending, Private Equity, Asset Management, Dispositions
Education
Keller Graduate School of Management of DeVry University 2007 — 2012
MBA, International Finance
Roosevelt University 1989 — 1989
Lawyers Assistance Program-Paralegal Certification, Pre-Law Studies
University of Illinois at Chicago 1974 — 1978
BS, Pre-Law
Lynn Aleksov's Harris Trust and Savings Bank Experience 1980 - 1997
Job EVP with PNC Treasury Management
Industry Banking
Experience
PNC Bank 2004 - Present
Treasury Strategies, Inc. 2003 - 2004
Fifth Third Bank 1997 - 2003
Harris Trust and Savings Bank 1980 - 1997
Skills
Treasury Management, Commercial Banking, Merchant Services, Strategic Planning, Sales Management, Product Management, Management Consulting, Commercial Lending, Cash Management, Mergers & Acquisitions, Sales, Relationship Management, Finance, Payments, Banking, Small Business Lending, Credit, Loans, Portfolio Management, Financial Services, New Business Development
Education
Northwestern University - Kellogg School of Management 1985 — 1987
MBA, Finance, Information Systems
Colorado State University 1976 — 1980
BS, Economics
PNC Bank 2004 - Present
Treasury Strategies, Inc. 2003 - 2004
Fifth Third Bank 1997 - 2003
Harris Trust and Savings Bank 1980 - 1997
Skills
Treasury Management, Commercial Banking, Merchant Services, Strategic Planning, Sales Management, Product Management, Management Consulting, Commercial Lending, Cash Management, Mergers & Acquisitions, Sales, Relationship Management, Finance, Payments, Banking, Small Business Lending, Credit, Loans, Portfolio Management, Financial Services, New Business Development
Education
Northwestern University - Kellogg School of Management 1985 — 1987
MBA, Finance, Information Systems
Colorado State University 1976 — 1980
BS, Economics
Mollye Wolahan's Harris Trust and Savings Bank Experience 1990 - 1992
Job Vice President Real Estate & Community Development at W.D. Cowls, Inc.
Industry Real Estate
Experience
W.D. Cowls, Inc. March 2015 - Present
WOMEN’S INSTITUTE FOR HOUSING & ECONOMIC DEVELOPMENT August 2011 - March 2015
Community Development Resources, LLC 2005 - August 2011
Town of Mountain Village November 2001 - December 2005
AvalonBay Communities 2000 - 2001
Corcoran Jennison 1999 - 2000
Fidelity Investments 1996 - 1997
Fidelity Investments 1994 - 1996
Acadian Asset Management 1992 - 1994
Harris Trust and Savings Bank 1990 - 1992
Skills
Affordable Housing, Redevelopment, Real Estate Development, Economic Development, Community Development, Zoning, Tax Credits, Budgets, Entitlements, Land Use Planning, Urban Planning, Land Use, Real Estate, LIHTC, Real Estate Economics, Mixed-use, Feasibility Studies, Property Management, Green Building, Real Estate Transactions, Public Policy, Leases, Microsoft Excel, Team Building, Leadership, Sustainability, Due Diligence, Residential Homes, Proposal Writing, Grants, Public/private..., Historic Preservation, Urban Design, Submittals, Project Planning, Fundraising, Site Planning, Grant Writing, Location Intelligence, Comprehensive Planning, Policy, Non-profit Leadership, Non-profit..., Business Relationship..., Business Planning
Education
Massachusetts Institute of Technology 1997 — 1999
MS, Urban Planning/Real Estate Development
Bowdoin College 1986 — 1990
BA, Government/Economics
W.D. Cowls, Inc. March 2015 - Present
WOMEN’S INSTITUTE FOR HOUSING & ECONOMIC DEVELOPMENT August 2011 - March 2015
Community Development Resources, LLC 2005 - August 2011
Town of Mountain Village November 2001 - December 2005
AvalonBay Communities 2000 - 2001
Corcoran Jennison 1999 - 2000
Fidelity Investments 1996 - 1997
Fidelity Investments 1994 - 1996
Acadian Asset Management 1992 - 1994
Harris Trust and Savings Bank 1990 - 1992
Skills
Affordable Housing, Redevelopment, Real Estate Development, Economic Development, Community Development, Zoning, Tax Credits, Budgets, Entitlements, Land Use Planning, Urban Planning, Land Use, Real Estate, LIHTC, Real Estate Economics, Mixed-use, Feasibility Studies, Property Management, Green Building, Real Estate Transactions, Public Policy, Leases, Microsoft Excel, Team Building, Leadership, Sustainability, Due Diligence, Residential Homes, Proposal Writing, Grants, Public/private..., Historic Preservation, Urban Design, Submittals, Project Planning, Fundraising, Site Planning, Grant Writing, Location Intelligence, Comprehensive Planning, Policy, Non-profit Leadership, Non-profit..., Business Relationship..., Business Planning
Education
Massachusetts Institute of Technology 1997 — 1999
MS, Urban Planning/Real Estate Development
Bowdoin College 1986 — 1990
BA, Government/Economics
Rich Schurr's Harris Trust and Savings Bank Experience 2009 - Present
Job Vice President at Harris Bank
Industry Banking
Experience
Harris Trust and Savings Bank 2009 - Present
BMO Harris Bank September 2013 - November 2013
BMO Harris Bank June 2009 - February 2013
Harris Bank / The Bank of Montreal 2008 - June 2009
Harris Bank April 2008 - May 2009
First Chicago 1990 - 1999
Skills
Internet Banking, ACH, Commercial Banking, Retail Banking, Treasury Management, Banking, Cash Management, Payments, Capital Markets, Business Requirements, Risk Management, Analytics, Requirements Gathering, Business Analysis, Business Process..., Commercial Lending, Credit Cards, Relationship Management, Process Improvement, Finance
Education
The University of Chicago Booth School of Business 1980 — 1984
MBA, Statistics
Knox College 1976 — 1980
BA, Mathematics
Harris Trust and Savings Bank 2009 - Present
BMO Harris Bank September 2013 - November 2013
BMO Harris Bank June 2009 - February 2013
Harris Bank / The Bank of Montreal 2008 - June 2009
Harris Bank April 2008 - May 2009
First Chicago 1990 - 1999
Skills
Internet Banking, ACH, Commercial Banking, Retail Banking, Treasury Management, Banking, Cash Management, Payments, Capital Markets, Business Requirements, Risk Management, Analytics, Requirements Gathering, Business Analysis, Business Process..., Commercial Lending, Credit Cards, Relationship Management, Process Improvement, Finance
Education
The University of Chicago Booth School of Business 1980 — 1984
MBA, Statistics
Knox College 1976 — 1980
BA, Mathematics
James Snyder's Harris Trust and Savings Bank Experience October 1985 - March 1989
Job Vice President & Portfolio Manager at First Trust Advisors
Industry Investment Management
Experience
First Trust Advisors August 2013 - Present
Fort Sheridan Advisors March 2013 - August 2013
Bluefire Capital June 2011 - November 2012
Deerfield Capital November 2004 - January 2009
Spyglass Capital May 2003 - October 2004
American Express Financial Advisors March 1989 - February 2003
Harris Trust and Savings Bank October 1985 - March 1989
Skills
Portfolio Management, Fixed Income, Hedge Funds, Institutional Selling, Marketing, Alternative Investments, Investments, Asset Managment, Bloomberg, Asset Allocation, Derivatives, Bonds, Investment Management, Mutual Funds, Equities, Capital Markets, Insurance, Quantitative Analytics
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance
DePaul University 1984 — 1986
MA, Economics
DePaul University 1980 — 1983
BS, Economics
First Trust Advisors August 2013 - Present
Fort Sheridan Advisors March 2013 - August 2013
Bluefire Capital June 2011 - November 2012
Deerfield Capital November 2004 - January 2009
Spyglass Capital May 2003 - October 2004
American Express Financial Advisors March 1989 - February 2003
Harris Trust and Savings Bank October 1985 - March 1989
Skills
Portfolio Management, Fixed Income, Hedge Funds, Institutional Selling, Marketing, Alternative Investments, Investments, Asset Managment, Bloomberg, Asset Allocation, Derivatives, Bonds, Investment Management, Mutual Funds, Equities, Capital Markets, Insurance, Quantitative Analytics
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance
DePaul University 1984 — 1986
MA, Economics
DePaul University 1980 — 1983
BS, Economics
Mary Catherine Dolehide's Harris Trust and Savings Bank Experience January 1984 - January 1989
Job Client Services Manager at Cisco
Industry Information Technology and Services
Experience
Cisco July 2014 - Present
Sperco Associates November 2011 - June 2013
IBM January 1989 - March 2008
Harris Trust and Savings Bank January 1984 - January 1989
Skills
Business Strategy, Solution Selling, Business Intelligence, Sales, Program Management, Leadership, Marketing Strategy, Enterprise Software, Cloud Computing, Mergers & Acquisitions
Education
Saint Mary's College 1980 — 1984
Bachelor of Arts degree, Economics, English, Business
Cisco July 2014 - Present
Sperco Associates November 2011 - June 2013
IBM January 1989 - March 2008
Harris Trust and Savings Bank January 1984 - January 1989
Skills
Business Strategy, Solution Selling, Business Intelligence, Sales, Program Management, Leadership, Marketing Strategy, Enterprise Software, Cloud Computing, Mergers & Acquisitions
Education
Saint Mary's College 1980 — 1984
Bachelor of Arts degree, Economics, English, Business
Cedric Lewis II's Harris Trust and Savings Bank Experience January 1999 - January 2004
Job Life Agent
Industry Civic & Social Organization
Experience
Nsuralife May 2010 - Present
The Great Books Foundation October 2005 - May 2010
Harris Trust and Savings Bank January 1999 - January 2004
Harris Bank April 1998 - January 2004
Education
Trinity International University 2011 — 2013
Christian Ministries, Pastoral Counseling and Specialized Ministries
Moraine Valley Community College 2002 — 2003
Business Management
University of Phoenix
Nsuralife May 2010 - Present
The Great Books Foundation October 2005 - May 2010
Harris Trust and Savings Bank January 1999 - January 2004
Harris Bank April 1998 - January 2004
Education
Trinity International University 2011 — 2013
Christian Ministries, Pastoral Counseling and Specialized Ministries
Moraine Valley Community College 2002 — 2003
Business Management
University of Phoenix
Leila Malloy's Harris Trust and Savings Bank Experience 1973 - 1983
Job Accounting Supervisor at Village of Downers Grove, Illinois
Industry Accounting
Experience
Village of Downers Grove, Illinois July 2006 - Present
DuPage County Health Department September 2000 - July 2006
Armour Swift Eckrich April 1995 - August 2000
Harris Trust and Savings Bank 1973 - 1983
Turnstyle, Division of Jewel Foods 1972 - 1973
Skills
Accounts Payable, Finance, Real Estate, Due Diligence, Public Speaking, Alternative Investments, Asset Management, Budgets, Leadership, Accounting, Strategic Planning, Hedge Funds, Valuation, Forecasting, Event Planning, Investments, Management, Financial Reporting, PowerPoint, Cash Management, Securitization, Financial Modeling, Banking, Corporate Finance, Financial Analysis, Data Analysis, Microsoft Excel, Teaching
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1977 — 1980
Master of Business Administration (MBA), Finance, General, 3.0
Drake University 1968 — 1972
Bachelor of Science (BS), Business Administration and Management, General
Village of Downers Grove, Illinois July 2006 - Present
DuPage County Health Department September 2000 - July 2006
Armour Swift Eckrich April 1995 - August 2000
Harris Trust and Savings Bank 1973 - 1983
Turnstyle, Division of Jewel Foods 1972 - 1973
Skills
Accounts Payable, Finance, Real Estate, Due Diligence, Public Speaking, Alternative Investments, Asset Management, Budgets, Leadership, Accounting, Strategic Planning, Hedge Funds, Valuation, Forecasting, Event Planning, Investments, Management, Financial Reporting, PowerPoint, Cash Management, Securitization, Financial Modeling, Banking, Corporate Finance, Financial Analysis, Data Analysis, Microsoft Excel, Teaching
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1977 — 1980
Master of Business Administration (MBA), Finance, General, 3.0
Drake University 1968 — 1972
Bachelor of Science (BS), Business Administration and Management, General
Paul Fawver's Harris Trust and Savings Bank Experience June 1985 - January 1993
Job Data Architect, DB2 DBA, z/OS, Unix,Windows, Product Developer, C, C++, TOGAF 9, CDMP
Industry Financial Services
Experience
Texas Comptroller of Public Accounts November 2014 - Present
Texas Guaranteed Student Loan August 2005 - October 2014
Texas Department of Public Safety December 2001 - August 2005
BMC Software January 1993 - August 2001
Harris Trust and Savings Bank June 1985 - January 1993
Skills
Enterprise Architecture, DB2, Databases, Integration, Enterprise Software, Database Design, Software Development, ETL, Data Warehousing, Performance Tuning, SDLC, SharePoint, SOA, Mainframe, Project Management, Agile Methodologies, Data Modeling, Security, Quality Assurance, Microsoft SQL Server, Relational Databases, Database Administration, IBM Mainframe, Unix,..., Data Architecture, DB2..., Data Model: Conceptual,...
Education
DePaul University 1987 — 1991
Master's degree, Computer Science - Artificial Intelligence Concentration, 3.62/4.0 GPA
Illinois State University 1979 — 1981
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Texas Comptroller of Public Accounts November 2014 - Present
Texas Guaranteed Student Loan August 2005 - October 2014
Texas Department of Public Safety December 2001 - August 2005
BMC Software January 1993 - August 2001
Harris Trust and Savings Bank June 1985 - January 1993
Skills
Enterprise Architecture, DB2, Databases, Integration, Enterprise Software, Database Design, Software Development, ETL, Data Warehousing, Performance Tuning, SDLC, SharePoint, SOA, Mainframe, Project Management, Agile Methodologies, Data Modeling, Security, Quality Assurance, Microsoft SQL Server, Relational Databases, Database Administration, IBM Mainframe, Unix,..., Data Architecture, DB2..., Data Model: Conceptual,...
Education
DePaul University 1987 — 1991
Master's degree, Computer Science - Artificial Intelligence Concentration, 3.62/4.0 GPA
Illinois State University 1979 — 1981
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Wendy Gimbel's Harris Trust and Savings Bank Experience September 1992 - July 1996
Job Marketing and Event Coordinator at Ripple Public Relations
Industry Marketing and Advertising
Experience
Ripple Public Relations July 2014 - Present
Downtown Highland Park Alliance March 2011 - February 2014
Lincoln Elementary School June 2008 - June 2009
Lincoln Elementary School September 2005 - June 2007
Harris Trust and Savings Bank September 1992 - July 1996
Skills
Marketing Communications, Event Management, Budgets, Social Media Marketing, Event Planning, Fundraising, Marketing, Facebook, Management, Sales, Customer Service, Marketing Strategy, Advertising
Education
The London School of Economics and Political Science (LSE)
University of Massachusetts at Amherst - Isenberg School of Management
Bachelor of Business Administration (BBA), Business Administration and Management, General
Ripple Public Relations July 2014 - Present
Downtown Highland Park Alliance March 2011 - February 2014
Lincoln Elementary School June 2008 - June 2009
Lincoln Elementary School September 2005 - June 2007
Harris Trust and Savings Bank September 1992 - July 1996
Skills
Marketing Communications, Event Management, Budgets, Social Media Marketing, Event Planning, Fundraising, Marketing, Facebook, Management, Sales, Customer Service, Marketing Strategy, Advertising
Education
The London School of Economics and Political Science (LSE)
University of Massachusetts at Amherst - Isenberg School of Management
Bachelor of Business Administration (BBA), Business Administration and Management, General
Patty Pirovano's Harris Trust and Savings Bank Experience 1994 - 2001
Job Consultant at R&M Consulting
Industry Accounting
Experience
R&M Consulting June 2012 - Present
Synergy Home Care DuPage July 2009 - August 2012
Harris Trust and Savings Bank 1994 - 2001
Arthur Andersen & Co. 1991 - 1994
Skills
Small Business, Customer Service, Microsoft Office, Wellbeing, Microsoft Word, Accounting, Financial Reporting, Manage Client..., Strategic Planning, Accounts Payable, Contract Negotiation, Process Improvement, Management, PowerPoint, New Business Development, Training, Microsoft Excel, Financial Analysis, Healthcare, Budgets
Education
DePaul University 1999 — 2000
MBA
DePaul University
BS, Accounting
R&M Consulting June 2012 - Present
Synergy Home Care DuPage July 2009 - August 2012
Harris Trust and Savings Bank 1994 - 2001
Arthur Andersen & Co. 1991 - 1994
Skills
Small Business, Customer Service, Microsoft Office, Wellbeing, Microsoft Word, Accounting, Financial Reporting, Manage Client..., Strategic Planning, Accounts Payable, Contract Negotiation, Process Improvement, Management, PowerPoint, New Business Development, Training, Microsoft Excel, Financial Analysis, Healthcare, Budgets
Education
DePaul University 1999 — 2000
MBA
DePaul University
BS, Accounting
Carla Herring's Harris Trust and Savings Bank Experience 1987 - 1998
Job Senior Asset Manager at GE Capital
Industry Financial Services
Experience
GE Capital August 2004 - Present
GE Capital April 2000 - 2004
Heller Financial August 1998 - October 2000
Harris Trust and Savings Bank 1987 - 1998
Amalgamated Trust and Savings Bank 1985 - 1987
Federal Deposit Insurance Corporation (United of America Bank), 1982 - 1985
Skills
Microsoft Excel, Financial Analysis, Microsoft Word, Banking, Risk Management, Financial Reporting, Finance, Microsoft Office, Loans, Economics, Analysis, Portfolio Management, Valuation, Financial Modeling, Credit, Due Diligence, Mortgage Lending, Asset Management, Investments, Due Dilligence
Education
Keller Graduate School of Management of DeVry University 2009 — 2012
Master of Business Administration (M.B.A.), International Business (Finance)
Roosevelt University 1989 — 1989
Paralegal Certificate, Lawyers Assistance Program
University of Illinois at Chicago
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies-PreLaw
GE Capital August 2004 - Present
GE Capital April 2000 - 2004
Heller Financial August 1998 - October 2000
Harris Trust and Savings Bank 1987 - 1998
Amalgamated Trust and Savings Bank 1985 - 1987
Federal Deposit Insurance Corporation (United of America Bank), 1982 - 1985
Skills
Microsoft Excel, Financial Analysis, Microsoft Word, Banking, Risk Management, Financial Reporting, Finance, Microsoft Office, Loans, Economics, Analysis, Portfolio Management, Valuation, Financial Modeling, Credit, Due Diligence, Mortgage Lending, Asset Management, Investments, Due Dilligence
Education
Keller Graduate School of Management of DeVry University 2009 — 2012
Master of Business Administration (M.B.A.), International Business (Finance)
Roosevelt University 1989 — 1989
Paralegal Certificate, Lawyers Assistance Program
University of Illinois at Chicago
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies-PreLaw
Cindy Rundorff's Harris Trust and Savings Bank Experience December 1999 - February 2005
Job Experienced Risk Management Professional
Industry Banking
Experience
TCF Bank June 2015 - Present
Crowe Horwath LLP May 2013 - May 2015
Banking and Financial Services August 2012 - April 2013
The PrivateBank And Trust Company May 2008 - April 2012
The PrivateBank and Trust Company February 2005 - May 2008
Harris Trust and Savings Bank December 1999 - February 2005
Harris Bank Glencoe-Northbrook, N.A. December 1991 - December 1999
Skills
Commercial Banking, Loans, Credit Risk, ALLL Modeling and..., Asset Quality Metrics..., Data Analytics, Credit Approval, Forecasting, Stress Testing, Acquisition Due..., Loan Review, Credit Analysis, Staff Development, Employee Training, Consumer Lending, Risk Management, Loan Portfolio Analysis, Credit Policy and..., Credit, Analysis, Banking, Financial Analysis, Due Diligence, Underwriting, Mergers & Acquisitions, Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
M.B.A., Finance, General
TCF Bank June 2015 - Present
Crowe Horwath LLP May 2013 - May 2015
Banking and Financial Services August 2012 - April 2013
The PrivateBank And Trust Company May 2008 - April 2012
The PrivateBank and Trust Company February 2005 - May 2008
Harris Trust and Savings Bank December 1999 - February 2005
Harris Bank Glencoe-Northbrook, N.A. December 1991 - December 1999
Skills
Commercial Banking, Loans, Credit Risk, ALLL Modeling and..., Asset Quality Metrics..., Data Analytics, Credit Approval, Forecasting, Stress Testing, Acquisition Due..., Loan Review, Credit Analysis, Staff Development, Employee Training, Consumer Lending, Risk Management, Loan Portfolio Analysis, Credit Policy and..., Credit, Analysis, Banking, Financial Analysis, Due Diligence, Underwriting, Mergers & Acquisitions, Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
M.B.A., Finance, General
Doug Brunkow's Harris Trust and Savings Bank Experience December 1989 - November 1993
Job Manager at Daugherty Business Solutions
Industry Management Consulting
Experience
Daugherty Business Solutions October 2012 - Present
RCG Global Services November 2010 - October 2012
Aon Hewitt September 2007 - November 2010
Hewitt Associates January 2006 - September 2007
ADP March 1997 - July 2004
First Chicago NBD Bank November 1993 - March 1997
Harris Trust and Savings Bank December 1989 - November 1993
Chicago Title & Trust May 1989 - December 1989
Skills
Business Intelligence, Business Analysis, Professional Services, Enterprise Software, Management Consulting, Project Management, Change Management, Integration, PMO, PMP, Vendor Management, Business Process, Business Process..., Project Portfolio..., SDLC, Requirements Gathering, Requirements Analysis, Outsourcing, IT Strategy
Education
Loras College 1983 — 1988
BA, Accounting
Daugherty Business Solutions October 2012 - Present
RCG Global Services November 2010 - October 2012
Aon Hewitt September 2007 - November 2010
Hewitt Associates January 2006 - September 2007
ADP March 1997 - July 2004
First Chicago NBD Bank November 1993 - March 1997
Harris Trust and Savings Bank December 1989 - November 1993
Chicago Title & Trust May 1989 - December 1989
Skills
Business Intelligence, Business Analysis, Professional Services, Enterprise Software, Management Consulting, Project Management, Change Management, Integration, PMO, PMP, Vendor Management, Business Process, Business Process..., Project Portfolio..., SDLC, Requirements Gathering, Requirements Analysis, Outsourcing, IT Strategy
Education
Loras College 1983 — 1988
BA, Accounting
Ray Kelpsa's Harris Trust and Savings Bank Experience 1989 - 1998
Job Controller, Crowther Roofing & Sheet Metal, Inc.
Industry Accounting
Experience
Crowther Roofing & Sheet Metal, Inc. December 2012 - Present
Revolution Technologies, LLC May 2011 - August 2012
Carrier Rental Systems, Inc. 2003 - 2011
Tri-Land Properties, Inc. 2002 - 2003
Chart House Enterprises, Inc. 1998 - 2002
Harris Trust and Savings Bank 1989 - 1998
Skills
Financial analysis, Financial statement..., Financial modeling, Variance analysis, Budgeting and..., Revenue and expense..., Financial reporting, Business process..., Personal property tax..., Sales and use tax..., Accounts payable, Accounts receivable, Payroll accounting, Fixed assets, Inventory analysis, Accounts Receivable, Variance Analysis, Financial Reporting, Budgets, Financial Statements, Tax, Fixed Assets, Finance
Education
Lewis University
Bachelor of Arts (BA), Major: Accounting
Crowther Roofing & Sheet Metal, Inc. December 2012 - Present
Revolution Technologies, LLC May 2011 - August 2012
Carrier Rental Systems, Inc. 2003 - 2011
Tri-Land Properties, Inc. 2002 - 2003
Chart House Enterprises, Inc. 1998 - 2002
Harris Trust and Savings Bank 1989 - 1998
Skills
Financial analysis, Financial statement..., Financial modeling, Variance analysis, Budgeting and..., Revenue and expense..., Financial reporting, Business process..., Personal property tax..., Sales and use tax..., Accounts payable, Accounts receivable, Payroll accounting, Fixed assets, Inventory analysis, Accounts Receivable, Variance Analysis, Financial Reporting, Budgets, Financial Statements, Tax, Fixed Assets, Finance
Education
Lewis University
Bachelor of Arts (BA), Major: Accounting
Tammy Peters's Harris Trust and Savings Bank Experience November 1989 - September 1998
Job Unit Manager at HSBC
Industry Financial Services
Experience
HSBC February 2008 - Present
America's Lending Center March 2004 - February 2008
Harris Trust and Savings Bank November 1989 - September 1998
Skills
Mortgage Underwriting, Residential Mortgages, Mortgage Servicing, Mortgage Lending, Mortgage Modifications, Retail Banking, Management, Customer Service, Loans, Banking, Refinance, Finance, Credit, Credit Analysis
Education
Eastern Illinois University 1982 — 1986
Bachelor of Business Administration (B.B.A.), Consumer Affairs
Naperville Central High School 1978 — 1982
High School Diploma
HSBC February 2008 - Present
America's Lending Center March 2004 - February 2008
Harris Trust and Savings Bank November 1989 - September 1998
Skills
Mortgage Underwriting, Residential Mortgages, Mortgage Servicing, Mortgage Lending, Mortgage Modifications, Retail Banking, Management, Customer Service, Loans, Banking, Refinance, Finance, Credit, Credit Analysis
Education
Eastern Illinois University 1982 — 1986
Bachelor of Business Administration (B.B.A.), Consumer Affairs
Naperville Central High School 1978 — 1982
High School Diploma