Marshall & Ilsley Trust Company
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Marshall & Ilsley Trust Company Employees
Employee
Years
Job
Industry
Pamela (Storm) Parsons Pamela (Storm) Parsons's Marshall & Ilsley Trust Company Experience November 2004 - October 2005
Job Sales Associate at Premier Sotheby's International Realty
Industry Real Estate
Experience
Premier Sotheby's International Realty January 2014 - Present
Investors' Security Trust Company June 2010 - July 2013
KeyBank October 2005 - November 2008
Marshall & Ilsley Trust Company November 2004 - October 2005
Skills
Real Estate, Marketing, Sales, Residential Homes, Communication Skills, Estate Administration, Sellers, Wealth Management, Wealth Management..., Asset Allocation, Investment Management, Selling, Estate Planning, High Net Worth..., Retirement Planning, Investments, Investment Advisory, Investment Strategies, Wealth, Series 7, Retirement, Securities, Asset Management, Estate Tax Planning, Mutual Funds, Financial Planners, Luxury, Contract Negotiation, Banking, Finance, Financial Planning
Education
Oakland University
Premier Sotheby's International Realty January 2014 - Present
Investors' Security Trust Company June 2010 - July 2013
KeyBank October 2005 - November 2008
Marshall & Ilsley Trust Company November 2004 - October 2005
Skills
Real Estate, Marketing, Sales, Residential Homes, Communication Skills, Estate Administration, Sellers, Wealth Management, Wealth Management..., Asset Allocation, Investment Management, Selling, Estate Planning, High Net Worth..., Retirement Planning, Investments, Investment Advisory, Investment Strategies, Wealth, Series 7, Retirement, Securities, Asset Management, Estate Tax Planning, Mutual Funds, Financial Planners, Luxury, Contract Negotiation, Banking, Finance, Financial Planning
Education
Oakland University
Victor Schultz Victor Schultz's Marshall & Ilsley Trust Company Experience February 1997 - July 2011
Job Senior Vice President and Head of Personal Trust at Prairie Financial Group, a division of Waukesha State Bank
Industry Financial Services
Experience
Prairie Financial Group, a division of Waukesha State Bank December 2013 - Present
BMO Financial Group July 2011 - November 2013
Marshall & Ilsley Trust Company February 1997 - July 2011
Cook and Franke S.C. June 1985 - February 1997
Skills
ERISA, Wealth Management, Contract Negotiation, Portfolio Management, 401k, Banking, Investments, Financial Services, Mutual Funds, Asset Management, Retirement Planning, Strategic Financial..., Wealth, High Net Worth..., Real Estate, Trusts, Financial Planning, Finance, Estate Planning, Asset Allocation, Management, Financial Analysis, Securities
Education
Marquette University Law School 1982 — 1985
Doctor of Law (J.D.), Law
University of Wisconsin-Madison - School of Business 1978 — 1982
Bachelor of Business Administration (BBA), Accounting
Heartland Arrowhead High School 1974 — 1978
Prairie Financial Group, a division of Waukesha State Bank December 2013 - Present
BMO Financial Group July 2011 - November 2013
Marshall & Ilsley Trust Company February 1997 - July 2011
Cook and Franke S.C. June 1985 - February 1997
Skills
ERISA, Wealth Management, Contract Negotiation, Portfolio Management, 401k, Banking, Investments, Financial Services, Mutual Funds, Asset Management, Retirement Planning, Strategic Financial..., Wealth, High Net Worth..., Real Estate, Trusts, Financial Planning, Finance, Estate Planning, Asset Allocation, Management, Financial Analysis, Securities
Education
Marquette University Law School 1982 — 1985
Doctor of Law (J.D.), Law
University of Wisconsin-Madison - School of Business 1978 — 1982
Bachelor of Business Administration (BBA), Accounting
Heartland Arrowhead High School 1974 — 1978
Tracy (Straub) Kreuser Tracy (Straub) Kreuser's Marshall & Ilsley Trust Company Experience 2000 - 2003
Job Corporate Sales/Business Development
Industry Nonprofit Organization Management
Experience
ASQ August 2014 - Present
Neighborhood House of Milwaukee August 2012 - September 2014
Milwaukee Aging Consortium 2007 - 2008
Easter Seals Southeast Wisconsin 2006 - 2007
Erich C Straub Immigration Attorney, LLC 2003 - 2005
Marshall & Ilsley Trust Company 2000 - 2003
Northwestern Mutual 1999 - 2000
Marshall & Ilsley Trust Company 1996 - 1999
Office of the Comptroller of the Currency 1988 - 1996
Skills
Cross-functional Team..., Training, Strategic Planning, Nonprofits, Leadership, Program Development, Community Outreach, Volunteer Management, Management, Event Planning, Process Improvement, Organizational...
Education
Drake University 1984 — 1988
Bachelor of Business Administration (BBA), Finance
ASQ August 2014 - Present
Neighborhood House of Milwaukee August 2012 - September 2014
Milwaukee Aging Consortium 2007 - 2008
Easter Seals Southeast Wisconsin 2006 - 2007
Erich C Straub Immigration Attorney, LLC 2003 - 2005
Marshall & Ilsley Trust Company 2000 - 2003
Northwestern Mutual 1999 - 2000
Marshall & Ilsley Trust Company 1996 - 1999
Office of the Comptroller of the Currency 1988 - 1996
Skills
Cross-functional Team..., Training, Strategic Planning, Nonprofits, Leadership, Program Development, Community Outreach, Volunteer Management, Management, Event Planning, Process Improvement, Organizational...
Education
Drake University 1984 — 1988
Bachelor of Business Administration (BBA), Finance
Patricia Wolf Patricia Wolf's Marshall & Ilsley Trust Company Experience January 1996 - June 1998
Job Research Program Coordinator II at Medical College of Wisconsin
Industry Research
Experience
Medical College of Wisconsin May 2010 - Present
Medical College of Wisconsin November 2014 - June 2015
Robert W. Baird & Co. June 2004 - May 2010
Medical College of Wisconsin/General Surgery January 1998 - June 2004
Bieck Management September 1997 - June 1999
Marshall & Ilsley Trust Company January 1996 - June 1998
Skills
IRB, Clinical Research, Clinical Trials, EDC, Grants and Contracts, Residency Coordinator, Research Coordinator, GCP, Medicine, Life Sciences, Medical Education, Research, Data Analysis, Hospitals, Healthcare
Education
Cardinal Stritch University 2009 — 2011
Master's degree, Business Administration and Management, General, 3.80
University of Wisconsin-Milwaukee 1990 — 2011
Bachelor of Science (BS), Art History/History
Society of Clinical Research Associates
Certification, Research
Medical College of Wisconsin May 2010 - Present
Medical College of Wisconsin November 2014 - June 2015
Robert W. Baird & Co. June 2004 - May 2010
Medical College of Wisconsin/General Surgery January 1998 - June 2004
Bieck Management September 1997 - June 1999
Marshall & Ilsley Trust Company January 1996 - June 1998
Skills
IRB, Clinical Research, Clinical Trials, EDC, Grants and Contracts, Residency Coordinator, Research Coordinator, GCP, Medicine, Life Sciences, Medical Education, Research, Data Analysis, Hospitals, Healthcare
Education
Cardinal Stritch University 2009 — 2011
Master's degree, Business Administration and Management, General, 3.80
University of Wisconsin-Milwaukee 1990 — 2011
Bachelor of Science (BS), Art History/History
Society of Clinical Research Associates
Certification, Research
Mark Warnke Mark Warnke's Marshall & Ilsley Trust Company Experience September 1998 - April 2000
Job Transition Manager at OneAmerica Retirement Services, LLC
Industry Financial Services
Experience
OneAmerica Retirement Services, LLC October 2015 - Present
BMO Global Asset Management May 2000 - September 2015
Marshall & Ilsley Trust Company September 1998 - April 2000
Marshall & Ilsley Trust Company February 1991 - August 1998
Valley Trust Company December 1988 - January 1991
Schumaker Romenesko & Associates April 1988 - November 1988
Skills
Retirement Planning, Investments, Accounting, Payroll, Financial Statements, Small Business
Education
Lakeland College
Bachelor's degree, Accounting and Finance
OneAmerica Retirement Services, LLC October 2015 - Present
BMO Global Asset Management May 2000 - September 2015
Marshall & Ilsley Trust Company September 1998 - April 2000
Marshall & Ilsley Trust Company February 1991 - August 1998
Valley Trust Company December 1988 - January 1991
Schumaker Romenesko & Associates April 1988 - November 1988
Skills
Retirement Planning, Investments, Accounting, Payroll, Financial Statements, Small Business
Education
Lakeland College
Bachelor's degree, Accounting and Finance
David Pisarkiewicz, Jr.'s Marshall & Ilsley Trust Company Experience June 2004 - May 2012
Job Managing Director, Investment Advisor at The PrivateBank and Trust Company
Industry Banking
Experience
The PrivateBank and Trust Company May 2012 - Present
Marshall & Ilsley Trust Company June 2004 - May 2012
Northern Trust July 1993 - June 2004
Skills
Investment Management, Holistic Financial..., Trust and Estate..., Institutional..., Portfolio Management, Investments, Mutual Funds, High Net Worth..., Asset Allocation, Wealth Management, Asset Management, Fixed Income, Investment Strategies, Investment Advisory, Alternative Investments, Capital Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 1999
Master of Business Administration (M.B.A.), Finance, With Distinction
DePaul University 1989 — 1993
Bachelor of Science (B.S.), Economics, With Honor
The PrivateBank and Trust Company May 2012 - Present
Marshall & Ilsley Trust Company June 2004 - May 2012
Northern Trust July 1993 - June 2004
Skills
Investment Management, Holistic Financial..., Trust and Estate..., Institutional..., Portfolio Management, Investments, Mutual Funds, High Net Worth..., Asset Allocation, Wealth Management, Asset Management, Fixed Income, Investment Strategies, Investment Advisory, Alternative Investments, Capital Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 1999
Master of Business Administration (M.B.A.), Finance, With Distinction
DePaul University 1989 — 1993
Bachelor of Science (B.S.), Economics, With Honor
Janice Rhodes Janice Rhodes's Marshall & Ilsley Trust Company Experience May 1999 - January 2004
Job Banking Professional
Industry Banking
Experience
Kelly Services October 2012 - December 2012
Collier County Government February 2012 - May 2012
Wells Fargo Private Bank May 2000 - November 2011
IronStone Bank January 2004 - July 2006
Marshall & Ilsley Trust Company May 1999 - January 2004
Bank of America January 1994 - May 1999
BancFlorida September 1988 - October 1994
First Savings and Loan Association of NH January 1980 - January 1988
Skills
Mortgage Lending, Wealth Management, Loans, Customer Service, Fundraising, Training, Retirement Planning, Estate Planning, Team Building, Banking, Investments, Credit, Real Estate, Management
Education
Florida Banker's Trust School 2000 — 2003
Certificate of Completion, Trust Administration
New Hampshire College 1985 — 1987
Bachelor's degree, Business Administration and Management, General
University of Massachusetts, Amherst 1968 — 1969
Sought Bachelor's, Education Major/Math Minor
Massachusetts Bay Community College 1966 — 1968
Associate of Arts (AA), Liberal Arts
Kelly Services October 2012 - December 2012
Collier County Government February 2012 - May 2012
Wells Fargo Private Bank May 2000 - November 2011
IronStone Bank January 2004 - July 2006
Marshall & Ilsley Trust Company May 1999 - January 2004
Bank of America January 1994 - May 1999
BancFlorida September 1988 - October 1994
First Savings and Loan Association of NH January 1980 - January 1988
Skills
Mortgage Lending, Wealth Management, Loans, Customer Service, Fundraising, Training, Retirement Planning, Estate Planning, Team Building, Banking, Investments, Credit, Real Estate, Management
Education
Florida Banker's Trust School 2000 — 2003
Certificate of Completion, Trust Administration
New Hampshire College 1985 — 1987
Bachelor's degree, Business Administration and Management, General
University of Massachusetts, Amherst 1968 — 1969
Sought Bachelor's, Education Major/Math Minor
Massachusetts Bay Community College 1966 — 1968
Associate of Arts (AA), Liberal Arts
Jane McDonald's Marshall & Ilsley Trust Company Experience 1994 - 1995
Job Content Writer
Industry Marketing and Advertising
Experience
Laughlin Constable September 2015 - Present
BMO Retirement Services April 2013 - September 2015
BMO Financial Group December 2011 - March 2013
Jane McDonald 2006 - 2013
Metavante (M&I Corporation) February 1995 - June 2006
Metavante Corporation 1994 - 2006
Community Memorial Hospital January 1991 - January 1995
Marshall & Ilsley Trust Company 1994 - 1995
Banc One Wisconsin Corporation January 1987 - January 1991
Skills
Writing, Newsletters, Marketing Communications, Editing, Proofreading, Brochures, Direct Mail, Publications, Copy Editing, Copywriting, Press Releases, Corporate Communications, Strategic Communications, Internal Communications, Advertising, Email Marketing, SEO, Project Management, Web Content, White Papers, Creative Direction, Marketing Copy, Integrated Marketing, Marketing, Publishing, Feature Articles, Content Development, Thought Leadership, Creative Writing, Marketing Strategy, Communications Planning, Branding, Content Management, Brand Management, Market Research, Content Strategy, Editorial, Brand Awareness, Digital Marketing, Online Marketing, Website Development
Education
University of Wisconsin-Milwaukee 1981 — 1986
Bachelor of Fine Arts (BFA) with honors, Visual Communications
University of London 1983 — 1983
English
Laughlin Constable September 2015 - Present
BMO Retirement Services April 2013 - September 2015
BMO Financial Group December 2011 - March 2013
Jane McDonald 2006 - 2013
Metavante (M&I Corporation) February 1995 - June 2006
Metavante Corporation 1994 - 2006
Community Memorial Hospital January 1991 - January 1995
Marshall & Ilsley Trust Company 1994 - 1995
Banc One Wisconsin Corporation January 1987 - January 1991
Skills
Writing, Newsletters, Marketing Communications, Editing, Proofreading, Brochures, Direct Mail, Publications, Copy Editing, Copywriting, Press Releases, Corporate Communications, Strategic Communications, Internal Communications, Advertising, Email Marketing, SEO, Project Management, Web Content, White Papers, Creative Direction, Marketing Copy, Integrated Marketing, Marketing, Publishing, Feature Articles, Content Development, Thought Leadership, Creative Writing, Marketing Strategy, Communications Planning, Branding, Content Management, Brand Management, Market Research, Content Strategy, Editorial, Brand Awareness, Digital Marketing, Online Marketing, Website Development
Education
University of Wisconsin-Milwaukee 1981 — 1986
Bachelor of Fine Arts (BFA) with honors, Visual Communications
University of London 1983 — 1983
English
Diane O'Connor Diane O'Connor's Marshall & Ilsley Trust Company Experience May 1976 - October 1983
Job Retired Partner at O'Connor & Sachs, LLP
Industry Law Practice
Experience
O'Connor & Sachs, LLP January 1984 - December 2013
Marshall & Ilsley Trust Company May 1976 - October 1983
Skills
Estate Planning, Trusts, Probation, Estate Law, Estate Administration, Strategic Financial..., Real Estate, Succession Planning, Estate Tax Planning, Wills, Financial Services, Charities, Elder Law, Guardianship, Litigation, Appeals, Civil Litigation, High Net Worth..., Powers of Attorney, Charitable Trusts, Gift Tax, LLC
Education
Northwestern University 1977 — 1978
Certificate, Trust Administration
The American College 1977 — 1978
Certificate, Advanced Estate Planning
Marquette University Law School 1973 — 1976
JD, Law
Smith College 1969 — 1973
BA, Economics
O'Connor & Sachs, LLP January 1984 - December 2013
Marshall & Ilsley Trust Company May 1976 - October 1983
Skills
Estate Planning, Trusts, Probation, Estate Law, Estate Administration, Strategic Financial..., Real Estate, Succession Planning, Estate Tax Planning, Wills, Financial Services, Charities, Elder Law, Guardianship, Litigation, Appeals, Civil Litigation, High Net Worth..., Powers of Attorney, Charitable Trusts, Gift Tax, LLC
Education
Northwestern University 1977 — 1978
Certificate, Trust Administration
The American College 1977 — 1978
Certificate, Advanced Estate Planning
Marquette University Law School 1973 — 1976
JD, Law
Smith College 1969 — 1973
BA, Economics
Stephanie Graziano, MBA Stephanie Graziano, MBA's Marshall & Ilsley Trust Company Experience December 2007 - May 2011
Job Distribution Operations Analyst at Uline
Industry Packaging and Containers
Experience
Uline August 2012 - Present
Uline May 2011 - August 2012
Marshall & Ilsley Trust Company December 2007 - May 2011
Skills
Access, Management, Process Improvement, Forecasting, Analysis, Business Analysis, Inventory Management, Microsoft Office, Finance, Microsoft Excel, Training, Financial Analysis, Market Research, Time Management, SQL Server Management..., VBA Code
Education
Marquette University 2008 — 2011
MBA, International Business
University of Wisconsin-Whitewater 2003 — 2007
BBA, Finance & Economics
Uline August 2012 - Present
Uline May 2011 - August 2012
Marshall & Ilsley Trust Company December 2007 - May 2011
Skills
Access, Management, Process Improvement, Forecasting, Analysis, Business Analysis, Inventory Management, Microsoft Office, Finance, Microsoft Excel, Training, Financial Analysis, Market Research, Time Management, SQL Server Management..., VBA Code
Education
Marquette University 2008 — 2011
MBA, International Business
University of Wisconsin-Whitewater 2003 — 2007
BBA, Finance & Economics
Rolf Trip Thienemann Rolf Trip Thienemann's Marshall & Ilsley Trust Company Experience 2006 - 2008
Job Attorney at Law Sole Practitioner
Industry Law Practice
Experience
Rolf A. Thienemann, III, Attorney at Law October 2011 - Present
U.S. Bank Private Client Group September 2010 - September 2011
Focus Financial Advisors February 2008 - September 2010
Marshall & Ilsley Trust Company 2006 - 2008
Boone County State's Attorneys Office 2004 - 2006
Thienemann's Custom Furniture 2001 - 2004
Illinois Attorney General's Office 1995 - 1999
Winnebago County State's Attorneys Office 1989 - 1993
Skills
Collaborative Law, Mediation, Trusts, Estate Planning, Wills, Litigation, Powers of Attorney, Estate Administration, Guardianship, Civil Litigation, Family Law, Elder Law, Prenuptial Agreements, Commercial Litigation, Arbitration, Alternative Dispute..., Criminal Law, Courts
Education
Northern Illinois University 1986 — 1989
JD, Law
Tulane University 1981 — 1986
BA, Political Science
Rolf A. Thienemann, III, Attorney at Law October 2011 - Present
U.S. Bank Private Client Group September 2010 - September 2011
Focus Financial Advisors February 2008 - September 2010
Marshall & Ilsley Trust Company 2006 - 2008
Boone County State's Attorneys Office 2004 - 2006
Thienemann's Custom Furniture 2001 - 2004
Illinois Attorney General's Office 1995 - 1999
Winnebago County State's Attorneys Office 1989 - 1993
Skills
Collaborative Law, Mediation, Trusts, Estate Planning, Wills, Litigation, Powers of Attorney, Estate Administration, Guardianship, Civil Litigation, Family Law, Elder Law, Prenuptial Agreements, Commercial Litigation, Arbitration, Alternative Dispute..., Criminal Law, Courts
Education
Northern Illinois University 1986 — 1989
JD, Law
Tulane University 1981 — 1986
BA, Political Science
Kathy Bach Kathy Bach's Marshall & Ilsley Trust Company Experience 1990 - 1995
Job Estate planning and probate attorney at DeMark, Kolbe & Brodek
Industry Law Practice
Experience
DeMark, Kolbe & Brodek 1996 - Present
Marshall & Ilsley Trust Company 1990 - 1995
Skills
Trusts, Estate Planning, Wills, Powers of Attorney, Probate Law, Estate Tax Planning, Legal Writing, Prenuptial Agreements, Special Needs Trusts, Legal Research
Education
University of Wisconsin Law School 1982 — 1985
JD
University of Michigan - Stephen M. Ross School of Business 1978 — 1982
BBA, Finance
DeMark, Kolbe & Brodek 1996 - Present
Marshall & Ilsley Trust Company 1990 - 1995
Skills
Trusts, Estate Planning, Wills, Powers of Attorney, Probate Law, Estate Tax Planning, Legal Writing, Prenuptial Agreements, Special Needs Trusts, Legal Research
Education
University of Wisconsin Law School 1982 — 1985
JD
University of Michigan - Stephen M. Ross School of Business 1978 — 1982
BBA, Finance
Wendy Grall Wendy Grall's Marshall & Ilsley Trust Company Experience January 2008 - October 2009
Job Vice President, Fixed Income Sales at BMO Capital Markets GKST Inc.
Industry Financial Services
Experience
BMO Capital Markets GKST Inc. April 2012 - Present
M&I Institutional Trust Services, a part of BMO Financial Group October 2009 - April 2012
Marshall & Ilsley Trust Company January 2008 - October 2009
M&I Bank July 2006 - December 2007
Skills
Investments, Retirement Planning, Pensions, Relationship Management, Financial Services, Fixed Income, Leadership, Banking, Analysis, Investment Management, Portfolio Management, Wealth Management
Education
Marquette University 2009 — 2013
MBA, Finance
University of South Carolina - Darla Moore School of Business 2012 — 2012
Bank Investments and Financial Management
University of Wisconsin-La Crosse 2002 — 2006
Bachelor of Arts, Philosophy, Environmental Studies
BMO Capital Markets GKST Inc. April 2012 - Present
M&I Institutional Trust Services, a part of BMO Financial Group October 2009 - April 2012
Marshall & Ilsley Trust Company January 2008 - October 2009
M&I Bank July 2006 - December 2007
Skills
Investments, Retirement Planning, Pensions, Relationship Management, Financial Services, Fixed Income, Leadership, Banking, Analysis, Investment Management, Portfolio Management, Wealth Management
Education
Marquette University 2009 — 2013
MBA, Finance
University of South Carolina - Darla Moore School of Business 2012 — 2012
Bank Investments and Financial Management
University of Wisconsin-La Crosse 2002 — 2006
Bachelor of Arts, Philosophy, Environmental Studies
Scott Grund Scott Grund's Marshall & Ilsley Trust Company Experience October 2000 - January 2001
Job Manager of Business Processes at CampusParc
Industry Investment Management
Experience
CampusParc LP March 2015 - Present
Independent Consulting Paralegal March 2014 - March 2015
STF Business Consulting January 2013 - March 2015
Powers Law, LLC September 2011 - January 2013
Flying Crane Consulting February 2007 - August 2009
Marshall and Ilsley January 2003 - May 2006
MARSHALL & ILSLEY CORPORATION January 1993 - January 2006
M&I Marshall and Ilsley 1993 - 2006
Marshall & Ilsley Trust Company October 2000 - January 2001
Marshall & Ilsley Trust Company June 1993 - October 2000
Skills
Project Management, Management, Process Improvement, Leadership, Financial Analysis, Financial Services, Customer Service, Analysis, Solid computer skills, Change Management, Real Estate, Coaching, MS Office, Quickbooks,...
Education
University of Kentucky 1969 — 1973
BBA, Management and Marketing
Greenville Technical College 2010 — 2011
AAS, Paralegal Studies
CampusParc LP March 2015 - Present
Independent Consulting Paralegal March 2014 - March 2015
STF Business Consulting January 2013 - March 2015
Powers Law, LLC September 2011 - January 2013
Flying Crane Consulting February 2007 - August 2009
Marshall and Ilsley January 2003 - May 2006
MARSHALL & ILSLEY CORPORATION January 1993 - January 2006
M&I Marshall and Ilsley 1993 - 2006
Marshall & Ilsley Trust Company October 2000 - January 2001
Marshall & Ilsley Trust Company June 1993 - October 2000
Skills
Project Management, Management, Process Improvement, Leadership, Financial Analysis, Financial Services, Customer Service, Analysis, Solid computer skills, Change Management, Real Estate, Coaching, MS Office, Quickbooks,...
Education
University of Kentucky 1969 — 1973
BBA, Management and Marketing
Greenville Technical College 2010 — 2011
AAS, Paralegal Studies
Carol Eady's Marshall & Ilsley Trust Company Experience January 1998 - September 2000
Job Manager, Health Services & Benefits at GE Healthcare
Industry Printing
Experience
GE Healthcare November 2012 - Present
Serigraph November 2008 - November 2012
Brookdale Senior Living May 2007 - November 2008
Fiserv March 2006 - May 2007
Fiserv November 2004 - March 2006
Fiserv May 2002 - November 2004
Fiserv September 2000 - May 2002
MARSHALL & ILSLEY TRUST COMPANY January 1998 - September 2000
MARSHALL & ILSLEY TRUST COMPANY December 1995 - January 1998
MARSHALL & ILSLEY TRUST COMPANY November 1993 - December 1995
Skills
Benefits Administration, Employee Benefits, Human Resources, Training, Employee Relations, Management, Deferred Compensation, Onboarding, Leadership, Mergers & Acquisitions, Strategy, Policy, FMLA, Process Improvement
Education
Society for Human Resource Management 2007 — 2007
PHR, Professional in Human Resources
Cardinal Stritch University 1995 — 2000
Bachelors, Business Administration
Cardinal Stritch University 1998 — 1999
Certificate, Human Resource Management
GE Healthcare November 2012 - Present
Serigraph November 2008 - November 2012
Brookdale Senior Living May 2007 - November 2008
Fiserv March 2006 - May 2007
Fiserv November 2004 - March 2006
Fiserv May 2002 - November 2004
Fiserv September 2000 - May 2002
MARSHALL & ILSLEY TRUST COMPANY January 1998 - September 2000
MARSHALL & ILSLEY TRUST COMPANY December 1995 - January 1998
MARSHALL & ILSLEY TRUST COMPANY November 1993 - December 1995
Skills
Benefits Administration, Employee Benefits, Human Resources, Training, Employee Relations, Management, Deferred Compensation, Onboarding, Leadership, Mergers & Acquisitions, Strategy, Policy, FMLA, Process Improvement
Education
Society for Human Resource Management 2007 — 2007
PHR, Professional in Human Resources
Cardinal Stritch University 1995 — 2000
Bachelors, Business Administration
Cardinal Stritch University 1998 — 1999
Certificate, Human Resource Management
Susan (Vennerstrom) Stevens, SPHR's Marshall & Ilsley Trust Company Experience 1998 - 2003
Job Global Employee Benefits Professional
Industry Human Resources
Experience
Merrill Corporation 2011 - Present
ADC Telecommunications, Inc. (now TE Connectivity) 2005 - 2011
North Central Trust Company 2003 - 2004
Marshall & Ilsley Trust Company 1998 - 2003
MCG HealthCare 1996 - 1998
West Publishing Company 1989 - 1996
Skills
Employee Benefits, International Benefits, Retirement Plans, Health & Welfare..., Client Relationship..., Affordable Care Act, Vendor Management, Deferred Compensation, Leadership, Project Management, Training, Cross-functional Team..., Strategic Planning, HRIS, Benefit Analysis, Human Resources, Benefits Communication
Education
University of Minnesota-Twin Cities
Bachelor of Arts Degree, Psychology
Merrill Corporation 2011 - Present
ADC Telecommunications, Inc. (now TE Connectivity) 2005 - 2011
North Central Trust Company 2003 - 2004
Marshall & Ilsley Trust Company 1998 - 2003
MCG HealthCare 1996 - 1998
West Publishing Company 1989 - 1996
Skills
Employee Benefits, International Benefits, Retirement Plans, Health & Welfare..., Client Relationship..., Affordable Care Act, Vendor Management, Deferred Compensation, Leadership, Project Management, Training, Cross-functional Team..., Strategic Planning, HRIS, Benefit Analysis, Human Resources, Benefits Communication
Education
University of Minnesota-Twin Cities
Bachelor of Arts Degree, Psychology
Patrick Kass's Marshall & Ilsley Trust Company Experience January 1996 - January 1998
Job Director Information Systems Application Program Development at Kohl's Department Stores
Industry Apparel & Fashion
Experience
Kohl's Department Stores April 2012 - Present
Kohl's Department Stores December 2009 - April 2012
Fidelity National Information Services January 2005 - November 2009
Fidelity National Information Services January 1998 - January 2005
Marshall & Ilsley Trust Company January 1996 - January 1998
Skills
Operational Process..., Performance Management, Cross-functional Team..., Problem Solving, Timely Decision Making, Account Management, Management, Project Management, Business Intelligence, Resource Management, Team Leadership, Quality Assurance, Team Management, Business Process, Leadership, Software Documentation, Project Planning, IT Strategy, ITIL, Training, E-commerce, Software Development
Education
Marquette University 1991 — 1994
MBA, Business
University of Wisconsin-Madison 1987 — 1991
BA, Economics w/ Mathematical Emphasis
Kohl's Department Stores April 2012 - Present
Kohl's Department Stores December 2009 - April 2012
Fidelity National Information Services January 2005 - November 2009
Fidelity National Information Services January 1998 - January 2005
Marshall & Ilsley Trust Company January 1996 - January 1998
Skills
Operational Process..., Performance Management, Cross-functional Team..., Problem Solving, Timely Decision Making, Account Management, Management, Project Management, Business Intelligence, Resource Management, Team Leadership, Quality Assurance, Team Management, Business Process, Leadership, Software Documentation, Project Planning, IT Strategy, ITIL, Training, E-commerce, Software Development
Education
Marquette University 1991 — 1994
MBA, Business
University of Wisconsin-Madison 1987 — 1991
BA, Economics w/ Mathematical Emphasis
James Duca's Marshall & Ilsley Trust Company Experience May 1983 - March 1993
Job Managing Director Private Wealth Management at GreatBanc Trust Company
Industry Financial Services
Experience
GreatBanc Trust Company June 2014 - Present
M&I Financial Advisors September 2006 - May 2012
M&I Wealth Management, a part of BMO Financial Group September 2006 - May 2012
Wintrust Financial Corporation December 2001 - September 2006
Old Kent February 1997 - December 2001
Marshall Funds March 1993 - February 1997
Marshall & Ilsley Trust Company May 1983 - March 1993
Skills
Trust Management, Investment Management, Private Banking, Wealth, Asset Managment, Investments, Banking, Securities, Loans, Strategic Financial..., Portfolio Management, Due Diligence, Financial Services, Risk Management, Corporate Governance, Mergers, Estate Planning, Mutual Funds, Mergers & Acquisitions, Series 7, Asset Management, Investment Advisory, Funding, Relationship Management
Education
University of Wisconsin Law School 1980 — 1983
J.D.
Marquette University 1976 — 1980
A.B., Political Science
GreatBanc Trust Company June 2014 - Present
M&I Financial Advisors September 2006 - May 2012
M&I Wealth Management, a part of BMO Financial Group September 2006 - May 2012
Wintrust Financial Corporation December 2001 - September 2006
Old Kent February 1997 - December 2001
Marshall Funds March 1993 - February 1997
Marshall & Ilsley Trust Company May 1983 - March 1993
Skills
Trust Management, Investment Management, Private Banking, Wealth, Asset Managment, Investments, Banking, Securities, Loans, Strategic Financial..., Portfolio Management, Due Diligence, Financial Services, Risk Management, Corporate Governance, Mergers, Estate Planning, Mutual Funds, Mergers & Acquisitions, Series 7, Asset Management, Investment Advisory, Funding, Relationship Management
Education
University of Wisconsin Law School 1980 — 1983
J.D.
Marquette University 1976 — 1980
A.B., Political Science
Shauna Anderson's Marshall & Ilsley Trust Company Experience March 2007 - March 2008
Job Trust Advisor at UMB Bank
Industry Financial Services
Experience
UMB Private Wealth Management November 2014 - Present
United States Air Force November 2010 - Present
UMB Private Wealth Management November 2012 - November 2014
Marshall and Ilsley Trust Company March 2008 - June 2010
Marshall & Ilsley Trust Company March 2007 - March 2008
Skills
Banking, Investments, Outlook, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Leadership, Project Management, Process Improvement, Data Analysis, Recruiting, Onboarding, Event Planning, Relationship Management, Financial Analysis, Management, Financial Services, Portfolio Management, Credit
Education
The University of North Dakota 2002 — 2006
Bachelor of Business Administration (BBA)
UMB Private Wealth Management November 2014 - Present
United States Air Force November 2010 - Present
UMB Private Wealth Management November 2012 - November 2014
Marshall and Ilsley Trust Company March 2008 - June 2010
Marshall & Ilsley Trust Company March 2007 - March 2008
Skills
Banking, Investments, Outlook, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Leadership, Project Management, Process Improvement, Data Analysis, Recruiting, Onboarding, Event Planning, Relationship Management, Financial Analysis, Management, Financial Services, Portfolio Management, Credit
Education
The University of North Dakota 2002 — 2006
Bachelor of Business Administration (BBA)
Cheryl. Ceretto's Marshall & Ilsley Trust Company Experience 1984 - Present
Job Real Estate Adm/Asst. at M&I Trust Company
Industry Real Estate
Experience
M&I Trust Company October 1984 - Present
Marshall & Ilsley Trust Company 1984 - Present
Skills
Loans, Mortgage Lending, Real Estate
Education
Bryant & Stratton College - Milwaukee
AA Degree, Computers, Secretarial, Accounting
M&I Trust Company October 1984 - Present
Marshall & Ilsley Trust Company 1984 - Present
Skills
Loans, Mortgage Lending, Real Estate
Education
Bryant & Stratton College - Milwaukee
AA Degree, Computers, Secretarial, Accounting
Dawn Ripkey's Marshall & Ilsley Trust Company Experience May 2003 - May 2011
Job Wealth Management Advisor, The Private Client Reserve of U.S.Bank
Industry Banking
Experience
US Bank Private Client Reserve August 2015 - Present
BMO Private Bank September 2013 - August 2015
BMO Harris Private Bank June 2011 - August 2013
Marshall & Ilsley Trust Company May 2003 - May 2011
Northern Trust 1987 - 2000
Skills
Wealth Management, Portfolio Management, Loans, Estate Planning, Banking, Commercial Banking, Asset Management, Credit Analysis, Investments, Commercial Lending, Retirement Planning, Equities, Small Business Lending, Asset Allocation, Risk Management, Investment Strategies, Strategic Financial..., Financial Analysis, Mortgage Lending
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1994
MBA, Finance
Illinois Wesleyan University 1981 — 1985
Bachelor of Arts (B.A.), Business Administration and Management, General
US Bank Private Client Reserve August 2015 - Present
BMO Private Bank September 2013 - August 2015
BMO Harris Private Bank June 2011 - August 2013
Marshall & Ilsley Trust Company May 2003 - May 2011
Northern Trust 1987 - 2000
Skills
Wealth Management, Portfolio Management, Loans, Estate Planning, Banking, Commercial Banking, Asset Management, Credit Analysis, Investments, Commercial Lending, Retirement Planning, Equities, Small Business Lending, Asset Allocation, Risk Management, Investment Strategies, Strategic Financial..., Financial Analysis, Mortgage Lending
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1994
MBA, Finance
Illinois Wesleyan University 1981 — 1985
Bachelor of Arts (B.A.), Business Administration and Management, General
Christina Dokos's Marshall & Ilsley Trust Company Experience January 1990 - March 1995
Job President and CEO at CSD Consulting
Industry Information Technology and Services
Experience
CSD Consulting February 2013 - Present
Accretive Health January 2012 - February 2013
CSD Consulting January 2009 - December 2011
Metavante/FIS December 2006 - December 2008
Fiserv March 1997 - December 2006
Jacobus Wealth Mangement January 1995 - March 1997
Marshall & Ilsley Trust Company January 1990 - March 1995
KeyBank 1987 - December 1990
Suarez Corporation Industries 1985 - 1987
Skills
Cross-functional Team..., Marketing Strategy, Strategic Planning, Marketing, Start-ups, Strategy, Product Management, Financial Services, Leadership, Project Management, Change Management, Market Research, Mergers & Acquisitions, Integrated Marketing
Education
The University of Akron 1980 — 1984
BS in Business, Business, Finance, Economics
CSD Consulting February 2013 - Present
Accretive Health January 2012 - February 2013
CSD Consulting January 2009 - December 2011
Metavante/FIS December 2006 - December 2008
Fiserv March 1997 - December 2006
Jacobus Wealth Mangement January 1995 - March 1997
Marshall & Ilsley Trust Company January 1990 - March 1995
KeyBank 1987 - December 1990
Suarez Corporation Industries 1985 - 1987
Skills
Cross-functional Team..., Marketing Strategy, Strategic Planning, Marketing, Start-ups, Strategy, Product Management, Financial Services, Leadership, Project Management, Change Management, Market Research, Mergers & Acquisitions, Integrated Marketing
Education
The University of Akron 1980 — 1984
BS in Business, Business, Finance, Economics
Jared Shrout's Marshall & Ilsley Trust Company Experience February 2004 - July 2011
Job Relationship Coordinator & Officer at BMO
Industry Financial Services
Experience
BMO Retirement Services July 2011 - Present
Marshall & Ilsley Trust Company February 2004 - July 2011
UMB Bank January 1991 - January 2003
Skills
401k, Investments, Retirement, Series 63, Asset Allocation, Strategic Financial..., ERISA, Wealth Management, Retirement Planning, Relationship Management, Pensions, Mutual Funds, Employee Benefits, Financial Services, Banking, Defined Benefit, Securities, Portfolio Management, Investment Advisory, Series 7, Financial Advisory, Risk Management, Asset Management, Finance, 401(k)
Education
University of Missouri-Kansas City 1987 — 1991
Bachelor's, Accounting
BMO Retirement Services July 2011 - Present
Marshall & Ilsley Trust Company February 2004 - July 2011
UMB Bank January 1991 - January 2003
Skills
401k, Investments, Retirement, Series 63, Asset Allocation, Strategic Financial..., ERISA, Wealth Management, Retirement Planning, Relationship Management, Pensions, Mutual Funds, Employee Benefits, Financial Services, Banking, Defined Benefit, Securities, Portfolio Management, Investment Advisory, Series 7, Financial Advisory, Risk Management, Asset Management, Finance, 401(k)
Education
University of Missouri-Kansas City 1987 — 1991
Bachelor's, Accounting
David Dedrick's Marshall & Ilsley Trust Company Experience April 1998 - February 2006
Job Underwriter at U.S. Bank
Industry Banking
Experience
U.S. Bank March 2013 - Present
Westbury Bank May 2008 - March 2013
Marshall & Ilsley Trust Company April 1998 - February 2006
US Navy October 1991 - September 1999
Skills
Banking, Retail Banking, Loans, Finance, Insurance, Credit, Commercial Banking, Credit Analysis, Consumer Lending, Small Business Lending, Real Estate, Mortgage Lending, Commercial Lending, Loan Origination, Underwriting
Education
Concordia University-Wisconsin 1996 — 2000
BA, Business Management
U.S. Bank March 2013 - Present
Westbury Bank May 2008 - March 2013
Marshall & Ilsley Trust Company April 1998 - February 2006
US Navy October 1991 - September 1999
Skills
Banking, Retail Banking, Loans, Finance, Insurance, Credit, Commercial Banking, Credit Analysis, Consumer Lending, Small Business Lending, Real Estate, Mortgage Lending, Commercial Lending, Loan Origination, Underwriting
Education
Concordia University-Wisconsin 1996 — 2000
BA, Business Management
Heather Pero's Marshall & Ilsley Trust Company Experience August 1993 - Present
Job Real Estate Officer at BMO Harris Bank
Industry Real Estate
Experience
Marshall & Ilsley Trust Company August 1993 - Present
Marshall & Ilsley Trust Company August 1993 - Present
Education
Alverno College 1999 — 2006
Business, Communication
Marshall & Ilsley Trust Company August 1993 - Present
Marshall & Ilsley Trust Company August 1993 - Present
Education
Alverno College 1999 — 2006
Business, Communication
Carolyn Lawrence's Marshall & Ilsley Trust Company Experience April 1996 - October 1998
Job
Industry
Experience
New Testament Christian Academy August 2006 - July 2014
Milwaukee Public Schools October 1998 - August 2006
Marshall & Ilsley Trust Company April 1996 - October 1998
Skills
Leadership, Management
Education
University of Phoenix 2012 — 2014
Bachelor's Degree, Health/Health Care Administration/Management
University of Phoenix 2010 — 2012
Associate's Degree, Medical/Health Management and Clinical Assistant/Specialist
New Testament Christian Academy August 2006 - July 2014
Milwaukee Public Schools October 1998 - August 2006
Marshall & Ilsley Trust Company April 1996 - October 1998
Skills
Leadership, Management
Education
University of Phoenix 2012 — 2014
Bachelor's Degree, Health/Health Care Administration/Management
University of Phoenix 2010 — 2012
Associate's Degree, Medical/Health Management and Clinical Assistant/Specialist
Forrest Dupre's Marshall & Ilsley Trust Company Experience December 1999 - September 2005
Job Attorney at SunGard Wealth Management
Industry Computer Software
Experience
SunGard Wealth Management December 2005 - Present
Marshall & Ilsley Trust Company December 1999 - September 2005
Marshall & Ilsley Trust Company December 1992 - November 1999
Skills
Baseball coach, Corporate Law, Mergers & Acquisitions, Intellectual Property, Corporate Governance, Licensing, Capital Markets
Education
University of San Francisco 1973 — 1976
JD, Law
University of Wisconsin-Madison 1968 — 1972
BA, Political Science
SunGard Wealth Management December 2005 - Present
Marshall & Ilsley Trust Company December 1999 - September 2005
Marshall & Ilsley Trust Company December 1992 - November 1999
Skills
Baseball coach, Corporate Law, Mergers & Acquisitions, Intellectual Property, Corporate Governance, Licensing, Capital Markets
Education
University of San Francisco 1973 — 1976
JD, Law
University of Wisconsin-Madison 1968 — 1972
BA, Political Science
Jason Wendt's Marshall & Ilsley Trust Company Experience May 2005 - July 2007
Job Accountant/Financial Analyst II at BMO Financial Group
Industry Banking
Experience
BMO Financial Group July 2007 - Present
Marshall & Ilsley Trust Company May 2005 - July 2007
Skills
Microsoft Office, Lotus Notes, Hyperion, Trust Desk, Financial Accounting, Financial Analysis, Financial Reporting, Financial Planning, Budgeting, Budget Analysis, Budget Development, Cash Management, Project Implementation, Project Planning
Education
UW-Milwaukee 2006 — 2010
Master of Business Administration (MBA)
Luther College 2001 — 2005
BS, Accounting
BMO Financial Group July 2007 - Present
Marshall & Ilsley Trust Company May 2005 - July 2007
Skills
Microsoft Office, Lotus Notes, Hyperion, Trust Desk, Financial Accounting, Financial Analysis, Financial Reporting, Financial Planning, Budgeting, Budget Analysis, Budget Development, Cash Management, Project Implementation, Project Planning
Education
UW-Milwaukee 2006 — 2010
Master of Business Administration (MBA)
Luther College 2001 — 2005
BS, Accounting
Erica Bean's Marshall & Ilsley Trust Company Experience February 2008 - July 2011
Job Senior Trust Administrator at BMO Harris Private Group
Industry Banking
Experience
Marshall & Ilsley Trust Company February 2008 - July 2011
Travelers Insurance August 2001 - February 2008
Northwestern Mutual August 1996 - August 2001
Education
University of Phoenix 2001 — 2008
Master of Business Administration (M.B.A.)
University of Wisconsin Milwaukee 1997 — 2001
BBA, Finance
Marshall & Ilsley Trust Company February 2008 - July 2011
Travelers Insurance August 2001 - February 2008
Northwestern Mutual August 1996 - August 2001
Education
University of Phoenix 2001 — 2008
Master of Business Administration (M.B.A.)
University of Wisconsin Milwaukee 1997 — 2001
BBA, Finance