Northern Trust Wealth Management

Description

Address: 40 W 57th St 21st floor, New York, NY 10019 Hours: Closed ⋅ Opens 9AM Mon SundayClosedMonday(Martin Luther King Jr. Day)9AM–5PMHours might differTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (212) 339-7474: : Website: Category: Place name: : : : : Website: https://locations.northerntrust.com/usa/ny/new-york/new-york-ny Category: Investment Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Northern Trust Posting publicly on the Web Write a review Reviews Be the first to review From Northern Trust Unable to add this file. Please check that it is a valid photo. "Northern Trust is proud to serve the New York community with global capabilities, meaningful insights and exceptional service. For more than 125 years, the world's wealthiest individuals, families and institutions have relied on Northern Trust for...More "Northern Trust is proud to serve the New York community with global capabilities, meaningful insights and exceptional service. For more than 125 years, the world's wealthiest individuals, families and institutions have relied on Northern Trust for effective solutions and ethical guidance across asset servicing, asset management and wealth management."

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Northern Trust Wealth Management Employees

Employee
Years
Job
Industry
Sean Rhyme Sean Rhyme Orange County, California Area Details
Sean Rhyme's Northern Trust Wealth Management Experience August 2015 - Present
Job Client Service Representative at Northern Trust Wealth Management
Industry Financial Services
Experience
Northern Trust Wealth Management   August 2015 - Present
Celtic Leasing Corp.  July 2013 - August 2015
Scottrade  July 2011 - June 2013
Otay Project   May 2009 - May 2012
YMCA  July 2010 - August 2011

Skills
Public Speaking, Leadership, Financial Analysis, PowerPoint, Microsoft Excel, Accounting, Experience with..., Opening accounts with..., Talking with clients..., Deposits of checks..., Navigating clients..., Distribution requests,..., Retail Banking, Investment Banking, Commercial Leasing, Finance, Quantitative Research, Customer Service, Management, Microsoft Office, Sales

Education
Concordia University-Irvine   2011 — 2013
Bachelor's Degree, Economics

Orange Coast College   2007 — 2010
Associate's Degree, Business Administration and Management, General

Nina T Nina T Chicago, Illinois Details
Nina T's Northern Trust Wealth Management Experience June 1996 - June 2006
Job Business Development and Project Manager
Industry Cosmetics
Experience
The Urban Aqueduct   2010 - Present
OMCIS Group - Cosmetology and Trichology   July 2014 - July 2014
ULTA Beauty  September 2011 - February 2014
Beautiful by Nina   June 2006 - 2014
Design Essential   May 2013 - August 2013
Carol's Daughter  July 2012 - July 2013
Keratin Complex  March 2013 - March 2013
Northern Trust Wealth Management   June 1996 - June 2006

Skills
Beauty Industry, Hair Care, Marketing, Fashion Shows, Cosmetics, Photo Shoots, Hair Cutting, Salons, Styling, Retail, Film

Education
Computer Training Institute of Chicago
Project Management; Six Sigma Lean Certification

Paul Mitchell the School Chicago   2009 — 2010
Cosmetology

Roosevelt University   1999 — 2004
Finance

Juel R. Jones Juel R. Jones Greater Chicago Area Details
Juel R. Jones's Northern Trust Wealth Management Experience January 2014 - March 2015
Job Self motivated Experienced Administrative Professional in Human Resources, Hospitality, Medical, Corporate, and Banking.
Industry Executive Office
Experience
Northern Trust Wealth Management   January 2014 - March 2015
Holiday Inn Chicago OakBrook   October 2012 - September 2013
Newedge  October 2008 - May 2009
Jones Day  August 1999 - November 2008
Childrens Memorial Hospital  August 2005 - September 2008
Target  May 2000 - November 2007

Skills
Benefits Administration, Employee Relations, Talent Acquisition, Recruiting, Onboarding, Human Resources, Nonprofits, PeopleSoft, Public Speaking, Resume Writing, College Recruiting, Administrative..., FMLA, New Hire Orientations, Outlook, Training, Organizational..., Office Management, HR Policies, Interviews, Time Management, Microsoft Excel, Staff Development, Access, Customer Service, Microsoft Word, PowerPoint, Screening Resumes, Lotus Notes, Social Networking, Microsoft Office, Hiring, HRIS, Applicant Tracking..., Employee Benefits, Internet Recruiting, Talent Management, Personnel Management, Leadership Development, Performance Management, Employee Engagement, File Management, Career Development, Event Planning, Deferred Compensation, Community Outreach, ADP Payroll, Administration, Confidentiality, Teamwork

Education
Roosevelt University   2011 — 2015
Master of Public Administration (MPA), Public Administration

DePaul University   2003 — 2008
Bachelor of Arts (B.A.), Sociology

Michael Laura, CFA, CIMA®, CFP® Michael Laura, CFA, CIMA®, CFP® Greater Atlanta Area Details
Michael Laura, CFA, CIMA®, CFP®'s Northern Trust Wealth Management Experience June 2007 - March 2008
Job Senior Regional Vice President ETF Portfolio Consultant at Invesco PowerShares
Industry Investment Management
Experience
Invesco PowerShares  May 2015 - Present
Virtus Investment Partners  March 2014 - May 2015
Deutsche Asset & Wealth Management  August 2012 - March 2014
Merrill Lynch  March 2008 - March 2012
Northern Trust Wealth Management   June 2007 - March 2008
U.S. Trust   November 2003 - June 2007
Banc of America Investments  November 2001 - November 2003
A.G. Edwards   August 1995 - November 2001

Skills
Series 65, Series 7, Portfolio Management, Behavioral Finance, Monetary Policy, Politics, Strategic Financial..., Personal Financial..., Wealth Management, Global Investment..., Asset Allocation, Financial Risk..., Alternative Investments, Private Banking, Wealth Management..., Investments, Fixed Annuities, Investment Advisory, Hedge Funds, Investment Strategies, Retirement Planning, Financial Advisory, Series 63, High Net Worth..., Financial Markets, Asset Management, Mutual Funds, Retirement, Series 24, Uniform Combined State..., Presenting Solutions, Equities, Securities, Investment Management, Separately Managed..., Economics, Options, Structured Products, Bonds, Wealth, Finance, 401k, ETFs, IRAs, FINRA, Financial Analysis, Equity Research, Financial Services, Morningstar, Financial Planning

Education
College for Financial Planning   2002 — 2006
M.S., Financial Analysis

University of South Florida - College of Business Administration   1998 — 2000
B.S., Economics, International Finance

Sean Morris, CPA Sean Morris, CPA Chicago, Illinois Details
Sean Morris, CPA's Northern Trust Wealth Management Experience April 2015 - Present
Job Vice President Investment Practice Strategy at Northern Trust
Industry Investment Management
Experience
Northern Trust Wealth Management   April 2015 - Present
Northern Trust Hedge Fund Services  August 2011 - April 2015
Citadel Investment Group  July 2008 - July 2011
Ernst & Young  January 2006 - July 2008
Zurich North America  May 2003 - July 2004

Education
The University of Chicago - Booth School of Business   2011 — 2014
Master of Business Administration (MBA), Finance, Economics, Analytical Finance and Entrepreneurship

Northern Illinois University - College of Business   2005 — 2005
Master of Accounting Science, Accounting

Truman State University   2000 — 2004
Bachelor of Science (B.S.), Accounting

West Chicago

West Chicago

Samantha J. Stevens Samantha J. Stevens Chicago, Illinois Details
Samantha J. Stevens's Northern Trust Wealth Management Experience December 2013 - Present
Job Sr. Analyst, Strategy & Innovation at Northern Trust
Industry Financial Services
Experience
Northern Trust Wealth Management   December 2013 - Present
Working in the Schools (WITS)   August 2012 - July 2014
Northern Trust Wealth Management   December 2006 - November 2013
Working in the Schools (WITS)   August 2011 - July 2012
Sam L. Amirante & Associates   January 2006 - December 2006
Pamela E. Loza & Associates   May 2004 - August 2004
U.S. Senator Peter Fitzgerald, The United States Senate   January 2002 - April 2002
Ohio University  January 2000 - January 2001

Skills
Project Management, Business Strategy, Project Planning, Collaborative Problem..., Product Marketing, Product Management, Event Planning, Social Media, Strategic Communications, Writing, Skilled Communicator, Emotional Intelligence, Connecting People, Volunteer Leadership, Fundraising, Leadership, Design Thinking, Iterative, Wealth Management, Trust Services, Fiduciary Services

Education
Tulane University Law School   2002 — 2005
Juris Doctor

Universiteit van Amsterdam   2004 — 2004

Ohio University   1997 — 2001
Bachelor of Science

Barrington High School   1993 — 1997

Freddy Garza, CFP® Freddy Garza, CFP® Houston, Texas Details
Freddy Garza, CFP®'s Northern Trust Wealth Management Experience August 2014 - Present
Job Vice President Client Advisor at Northern Trust Wealth Management
Industry Financial Services
Experience
Northern Trust Wealth Management   August 2014 - Present
Northern Trust  July 2011 - July 2014
Northern Trust  July 2007 - June 2011
Deloitte & Touche  September 2005 - July 2007

Skills
High Net Worth..., Financial Planning, Investments, Investment Management, Banking, Auditing, Accounting, Risk Management, Strategic Financial..., Management, Financial Services, Internal Controls, Leadership, Tax, Finance

Education
Certified Financial Planner(TM)
CFP Board ID 188770

Texas State Board of Public Accountancy
CPA

DePaul University - Charles H. Kellstadt Graduate School of Business   2009 — 2010
MBA, Finance

The University of Texas at Austin - The Red McCombs School of Business   2004 — 2005
MPA, Accounting

University of Notre Dame   2000 — 2004
BBA, Accountancy

Thomas Hickey Thomas Hickey Greater Chicago Area Details
Thomas Hickey's Northern Trust Wealth Management Experience November 2012 - January 2015
Job Investment Associate: Global Family & Private Investment Offices at The Northern Trust Company
Industry Investment Banking
Experience
Northern Trust Global Family & Private Investment Offices   January 2015 - Present
Northern Trust Wealth Management   November 2012 - January 2015
AlphaBit Trading  June 2012 - October 2012
John Carroll University  January 2009 - September 2011

Skills
Electronic Trading, Treasury Markets, Risk Management, Excel, Customer Relations, Microsoft Office, Financial Analysis, Market Research, Bloomberg Terminal, Economics, Leadership, Time Management, Analysis, Customer Service, Investments, Microsoft Excel, Finance, Portfolio Management, PowerPoint

Education
John Carroll University   2008 — 2012
BSBA, Finance and Economics

John Carroll University, University
Bachelor of Science, Business Administration; Finance

Brother Rice High School

Marion Ruthig Marion Ruthig Greater Chicago Area Details
Marion Ruthig's Northern Trust Wealth Management Experience 1999 - 2000
Job Stories have the power to inspire acts of kindness
Industry Nonprofit Organization Management
Experience
I Support Community   October 2012 - Present
Klein, Hall and Associates, LLC.   September 2011 - November 2012
Grinnell College  September 2008 - July 2011
Ernst & Young  May 2001 - April 2008
Northern Trust Wealth Management   1999 - 2000

Skills
Accounting, Nonprofits, Entrepreneurship, Auditing, Analysis, Small Business, Nonprofit Tax Returns, Non-profit..., Social Media, Marketing, Program Management, Volunteer Management, Strategic Planning, Networking, Leadership

Education
University of Virginia   2001 — 2002
Master's degree, Accounting

Colgate University   1994 — 1998
Bachelor's degree, Economics

Middlesex High School   1990 — 1994
High School Diploma

Melissa Arnson Melissa Arnson San Diego, California Details
Melissa Arnson's Northern Trust Wealth Management Experience June 2000 - Present
Job Vice President and Trust Administrator at Northern Trust Wealth Management
Industry Financial Services
Experience
Northern Trust Wealth Management   June 2000 - Present

Skills
Personal Trust...

Education
California State University-San Bernardino   1986 — 1988
Bachelor's degree, Business Administration and Management, General

Pamela Rhoades Pamela Rhoades Chicago, Illinois Details
Pamela Rhoades's Northern Trust Wealth Management Experience November 1998 - Present
Job senior portfolio manager at Northern Trust Wealth Management
Industry Financial Services
Experience
Northern Trust Wealth Management   November 1998 - Present
J.P. Morgan   1981 - 1998
First Chicago/NBD  1979 - 1981

Skills
Portfolio Management, Sales, Manage Client...

Education
Indiana University Bloomington   1965 — 1969
AB

Northwestern University   1969 — 1970
MA, Political Science and Government

Jeff Sampson, CFA Jeff Sampson, CFA Greater Chicago Area Details
Jeff Sampson, CFA's Northern Trust Wealth Management Experience March 2003 - March 2007
Job Portfolio Manager
Industry Investment Management
Experience
Northern Trust Asset Management  March 2007 - Present
Northern Trust Wealth Management   March 2003 - March 2007
Northern Trust Corporation  September 1999 - March 2003

Skills
Asset Allocation, Equities, Investments, Portfolio Management, Investment Management, Asset Managment, Investment Strategies, Finance, Bloomberg, Accounting, Equity Research, Mutual Funds, Investment Advisory, Wealth Management, Stock Market, Barra Aegis, Economics, Economy, Financial Risk

Education
The University of Chicago Booth School of Business   2005 — 2007
MBA, Finance, Accounting, Organizational Behavior

University of Wisconsin-Madison   1995 — 1999
BBA, Finance

Katrina Walters, CFP®, ChFC®, CLU® Katrina Walters, CFP®, ChFC®, CLU® Sarasota, Florida Area Details
Katrina Walters, CFP®, ChFC®, CLU®'s Northern Trust Wealth Management Experience July 2014 - Present
Job
Industry Financial Services
Experience
Northern Trust Wealth Management   July 2014 - Present

Skills
Investments, Asset Management, Wealth Management, Portfolio Management, Strategic Financial..., Estate Planning, Investment Management, Banking, Equities, High Net Worth..., Wealth, Finance, Asset Managment, Private Banking, Series 7, Financial Advisory, Loans, Chartered Financial..., Chartered Life..., Risk Management, Relationship Management, Certified Financial..., Asset Allocation, Marketing

Education
Cornell University   1993 — 1997
B.A

The American College   2009 — 2010
ChFC®

The American College   2010 — 2010
CLU®

Jeff Antonacci, CFA Jeff Antonacci, CFA Greater Chicago Area Details
Jeff Antonacci, CFA's Northern Trust Wealth Management Experience 2007 - 2009
Job Business Development Executive | Product Management Executive | Institutional & Intermediary Distribution
Industry Investment Management
Experience
Global Investment Manager   2012 - Present
Global Investment Manager   2009 - 2012
Northern Trust Wealth Management   2007 - 2009
Northern Trust Wealth Management   2005 - 2007
Ibbotson Associates  2002 - 2004

Skills
Investment Sales, New Business Development, Relationship Management, Asset Allocation, Investment Management, Alternative Investments, Asset Management, Investment Product..., Investments, Portfolio Management, Wealth Management, Strategy, Due Diligence, Financial Advisory, Leadership, Asset Managment, Sub-advisory Investments, DCIO, Defined Contribution, Morningstar Direct, Investment Advisory, Finance, Fund Of Funds, Wealth Management..., Mutual Funds, Institutional..., Product Specialist, Equities, Exchange Traded Funds, ETFs, Hedge Funds, Fixed Income, Investment Strategies, Series 7, Capital Markets

Education
Northwestern University - Kellogg School of Management   2001 — 2004
MBA, Finance, Marketing, Management & Strategy

Indiana University Bloomington   1990 — 1994

Richard Bake Richard Bake San Francisco, California Details
Richard Bake's Northern Trust Wealth Management Experience September 2015 - Present
Job Sr. Client Service Representative at Northern Trust Wealth Management
Industry Investment Management
Experience
Northern Trust Wealth Management   September 2015 - Present
Northern Trust Corporation  April 2014 - Present
Wells Fargo  May 2013 - March 2014

Education
Illinois Wesleyan University   2008 — 2013
Bachelor of Arts (B.A.), Business Administration: Finance Concentration

Eric Vainder Eric Vainder Miami, Florida Details
Eric Vainder's Northern Trust Wealth Management Experience June 1998 - Present
Job Managing Director at Northern Trust Wealth Management
Industry Financial Services
Experience
Northern Trust Wealth Management   June 1998 - Present

Skills
Portfolio Management, Equities, Capital Markets, Investments, Investment Banking, Derivatives, Alternative Investments, Hedge Funds

Education
University of Miami   1998 — 2000
Master's degree, Finance, General

Hofstra University
Bachelor of Business Administration (BBA), Banking and Finance

Katie Kile Katie Kile Chicago, Illinois Details
Katie Kile's Northern Trust Wealth Management Experience May 2015 - Present
Job Digital Marketing Strategist at Northern Trust Wealth Management
Industry Marketing and Advertising
Experience
Northern Trust Wealth Management   May 2015 - Present
Northern Trust Asset Management  September 2013 - May 2015
Zocalo Group  November 2010 - September 2013
Edelman  July 2007 - December 2010

Skills
Account Management, Strategic Thinking, Social Media, Blogging, Word Of Mouth Marketing, Marketing Strategy, Public Relations, Marketing, Digital Strategy, Marketing Communications, Social Media Strategist, Social Media Measurement, Social Media..., Client Counseling, Agency Coordination, Digital Agency, Digital Marketing, Radian6, Facebook, Media Relations, Integrated Marketing, Creative Direction, Social Networking, Leadership, Social Media Marketing, Strategy, Advertising

Education
University of Illinois at Urbana-Champaign   2003 — 2007
B.A., Communications

Raymond DaCosta Raymond DaCosta Greater Chicago Area Details
Raymond DaCosta's Northern Trust Wealth Management Experience August 2014 - July 2015
Job VP, Sr Institutional Trust Product Manager; Banking Strategy Product Management at Northern Trust Corporation
Industry Program Development
Experience
Northern Trust Corporation  July 2015 - Present
Northern Trust Wealth Management   August 2014 - July 2015
Wheels, Inc.   March 2013 - May 2014
Royal Bank of Scotland Group  January 2011 - December 2012
ABN AMRO Bank N.V.   November 2007 - December 2010
Aon Hewitt  June 2006 - October 2007
Aon Hewitt  February 2005 - May 2006
Portford Solutions Group, Inc.   January 2004 - November 2004
Canon, Inc.   May 2001 - September 2001
Tullett Prebon  May 1990 - January 2000

Skills
Change Management, Business Analysis, Banking, Program Management, Business Process..., Agile Project Management, Agile & Waterfall..., Requirements Workshops, Business Analysis..., Non-Functional..., Stakeholder Workshops, Senior Stakeholder..., PMO set-up, Project Assurance, Certified Project..., Project Manager..., Offshore Management, Team Co-ordination, Outsourcing Management, Third Party Vendor..., Full project lifecycle..., Client Facing Skills, Post Go Live Support, Full Life Cycle..., TSO, IBM Utilities, Process Flow..., RUP Methodologies, Offshore Resource..., Vendor Management..., RFP Design, RFP Generation, Proposal Generation, Presenting Solutions, Technical Demonstrations, Product Evaluations, Customer Demos, Business Relationship..., Project Management, Governance, Business Transformation, Integration, Stakeholder Management, SDLC, Financial Services, Financial Risk, Payments, Investment Banking, Outsourcing, Programme Delivery

Education
University of California, Irvine   2000 — 2003
MBA, Strategic Information Systems

Seton Hall University   1987 — 1991
BS, Business Administration

Jamey Edgerton Jamey Edgerton Greater St. Louis Area Details
Jamey Edgerton's Northern Trust Wealth Management Experience January 2015 - Present
Job Vice President at Northern Trust Wealth Management
Industry Financial Services
Experience
Northern Trust Wealth Management   January 2015 - Present
St. Louis Economic Development Partnership  2006 - 2015
US Bank  February 2011 - January 2014
M&I Bank  2006 - February 2011

Skills
Wealth Management, Loans, Estate Planning, Private Banking, Strategic Planning, Asset Management, Strategic Financial..., Asset Managment, Business Development, Finance, Private Equity, Securities, Sales, Relationship Management, Management, Portfolio Management, Marketing, Banking, Credit, Mergers & Acquisitions, Commercial Lending, Investments, Asset Allocation, Commercial Banking, Financial Analysis, Financial Planning

Education
Webster University   2009 — 2015
MBA

Georgia State University   1993 — 1996
BA

The University of Georgia   1989 — 1995

Roswell High School

Tony Unruh Tony Unruh Chicago, Illinois Details
Tony Unruh's Northern Trust Wealth Management Experience August 2014 - Present
Job Investment Associate at Northern Trust Wealth Management
Industry Financial Services
Experience
Northern Trust Wealth Management   August 2014 - Present
Northern Trust  April 2012 - July 2014
Emmi Solutions  September 2011 - March 2012
WMS Gaming  May 2010 - August 2010

Skills
Financial Analysis, Financial Modeling, Valuation, Investments, Equities, Finance, Portfolio Management, Bloomberg, Microsoft Office, Microsoft Excel, PowerPoint, Hedge Funds, Wealth Management, Fixed Income, Alternative Investments, Leadership, Investment Management, Swaps

Education
University of Iowa - Henry B. Tippie College of Business   2007 — 2011
BBA, Finance

John Cabot University   2010 — 2010
Spring Study Abroad Program

Corinne Seitz Corinne Seitz West Palm Beach, Florida Details
Corinne Seitz's Northern Trust Wealth Management Experience 2012 - Present
Job Personal Banking Officer at Northern Trust Wealth Management
Industry Financial Services
Experience
Northern Trust Wealth Management   2012 - Present

Skills
Investments, Portfolio Management, Banking, Loans, Financial Analysis, Risk Management

Education
Barry University
Bachelor's Degree, Business Administration and Management, General

Jessica Sarzynski Jessica Sarzynski Greater Chicago Area Details
Jessica Sarzynski's Northern Trust Wealth Management Experience April 2014 - Present
Job Client Service Analyst at Northern Trust Wealth Management
Industry Banking
Experience
Northern Trust Wealth Management   April 2014 - Present
Northern Trust  March 2011 - March 2014
PepsiCo  August 2010 - January 2011
Office of the Comptroller of the Currency  June 2006 - August 2009

Skills
Economics, Internal Controls, Banking, Financial Risk, Investments, Finance, Equities, Securities, Fixed Income, Trading

Education
University of Illinois at Chicago   2006 — 2010
Bachelor of Science (B.S.), Economics / International Business

Erica E. Lord Erica E. Lord Chicago, Illinois Details
Erica E. Lord's Northern Trust Wealth Management Experience November 2010 - Present
Job
Industry Legal Services
Experience
Northern Trust Corporation  June 2015 - Present
Northern Trust Wealth Management   November 2010 - Present

Skills
Estate Planning, Estate Administration, Trusts, Litigation, Estate Tax Planning, Trust Services, Trust Management, High Net Worth..., Legal Research, Legal Writing, Fiduciary, Wills, Tax Law, Charitable Trusts, Estate Law, Mediation, Fiduciary Services, Wealth Management..., Commercial Litigation, Wealth, Trusteeship

Education
The George Washington University Law School   1999 — 2002
J.D. cum laude, Top 20% of Graduating Class

Michigan State University
B.A. high honor, Political Theory

Michael Binder Michael Binder Greater Chicago Area Details
Michael Binder's Northern Trust Wealth Management Experience April 2011 - Present
Job Financial Advisor, Northern Trust Securities, Inc.
Industry Financial Services
Experience
Northern Trust Wealth Management   April 2011 - Present
Northern Trust  June 2010 - March 2011
Charles Schwab  August 2009 - June 2010
Wells Fargo Advisors  June 2007 - April 2009
Griffin, Kubik, Stephens & Thompson   May 2006 - September 2006
Aspen Marketing Services  May 2005 - September 2005
Rich Harvest Farms  May 1998 - August 2004

Skills
Series 7, Financial Analysis, Retirement Planning, Mutual Funds, Investments, Asset Managment, Fixed Income, Asset Allocation, Investment Management, Equities, Securities, Financial Advisory, ThomsonOne, Morningstar, Interpersonal..., series 66, Uniform Combined State...

Education
Quinlan School of Business, Loyola University Chicago   2012 — 2015
Master of Business Administration (M.B.A.), Economics

Marquette University   2003 — 2007
Bachelor of Science Degree, Business Administration; Finance & Marketing

Marmion Academy   1999 — 2003
High school diploma

Rhonda Vines Rhonda Vines Houston, Texas Area Details
Rhonda Vines's Northern Trust Wealth Management Experience 2013 - 2013
Job Vice President and Trust Admin Officer at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   April 2002 - Present
Northern Trust Wealth Management   2013 - 2013
JPMC  1999 - 2002
Invesco Aim  1997 - 1998

Education
LeTourneau University   1992 — 1995
Bachelor's Degree, Business Administration and Management, General

Tag Evans Tag Evans Dallas/Fort Worth Area Details
Tag Evans's Northern Trust Wealth Management Experience August 2013 - Present
Job Vice President at The Northern Trust Company
Industry Financial Services
Experience
Northern Trust Wealth Management   August 2013 - Present
Fidelity Investments  April 1996 - August 2013
Bank of America  January 1994 - May 1996
Aurthor Anderson   February 1993 - September 1994

Skills
Mutual Funds, Securities, Financial Analysis, Series 7, Asset Management, Investments, Equities, Wealth Management, Financial Services, Financial Planning

Education
San Diego State University-California State University   1987 — 1992
BS, Industrial Technology

Paul Oates Jr. Paul Oates Jr. Greater Atlanta Area Details
Paul Oates Jr.'s Northern Trust Wealth Management Experience July 2010 - November 2010
Job
Industry Information Technology and Services
Experience
ManTech International Corporation  September 2012 - Present
UPS Supply Chain Solutions  April 2012 - September 2012
CNA Insurance  May 2011 - April 2012
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas   January 2011 - April 2011
Northern Trust Wealth Management   July 2010 - November 2010
State Farm  January 2005 - June 2010
NCCI  December 2000 - November 2004
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas   October 1993 - April 2000
US Army  April 1985 - April 1993

Skills
Project Management, Primavera P6, Project Planning, MS Project, Resource Management, Project Delivery, Project Estimation, Program Management, Project Portfolio..., Leadership

Education
Clark Atlanta University   1991 — 1993
Bachelor of Business Administration (BBA), Business Administration and Management, General

Blaine Slack Blaine Slack Greater Chicago Area Details
Blaine Slack's Northern Trust Wealth Management Experience September 2014 - Present
Job Investment Associate at Northern Trust Wealth Management
Industry Investment Management
Experience
Northern Trust Wealth Management   September 2014 - Present
Northern Trust  June 2013 - September 2014
Illinois State University Educational Investment Fund   August 2012 - May 2013
ISU Credit Union  October 2012 - April 2013
Navistar Inc  May 2012 - August 2012

Skills
Investments, Financial Analysis, Financial Reporting, Equity Research, Economics, Corporate Finance, Market Research, Data Analysis, Social Media, Leadership, Microsoft Office, Equity Valuation, Bloomberg, Essbase, Client Liaison, PeopleSoft, Global Investment, Cash Management, Oracle Financial, Reuters, Morningstar Direct, Portfolio Reconciliation, Client Services, FactSet, Institutional..., Wealth Management, PowerPoint, Finance, Microsoft Excel

Education
Illinois State University   2009 — 2013
Bachelor's degree, Finance, General

Neuqua Valley High School   2005 — 2009
High School Diploma, General Studies

Alexa Powell Alexa Powell Chicago, Illinois Details
Alexa Powell's Northern Trust Wealth Management Experience February 2014 - April 2015
Job Account Manager Public Funds/ Taft Hartley at Northern Trust
Industry Financial Services
Experience
Northern Trust  April 2015 - Present
Northern Trust Wealth Management   February 2014 - April 2015
Northern Trust  July 2012 - January 2014
Jason's Deli  October 2010 - July 2012
Kishwaukee Community Hospital  November 2008 - May 2010

Skills
Customer Service, Sales, Leadership, Marketing, Time Management, Microsoft Excel, Management, Customer Satisfaction, Training, Salesforce.com, PowerPoint, Team Building, Microsoft Office, Account Management, Customer Retention, Event Planning, Microsoft Word, Public Speaking, Outlook, Process Improvement, Social Media

Education
Northern Illinois University   2005 — 2010
Bachelors of Science, Nutrition and Dietetics

De La Salle Institute   2002 — 2005

Ravali Pillati Ravali Pillati San Francisco Bay Area Details
Ravali Pillati's Northern Trust Wealth Management Experience August 2014 - Present
Job Sr. Business Analyst at CCC Information Services
Industry Computer Software
Experience
CCC Information Services  May 2015 - Present
Northern Trust Wealth Management   August 2014 - Present
AAA  2014 - Present
MetLife  April 2013 - December 2013
National Life Group  December 2012 - February 2013
Cushman & Wakefield  April 2012 - September 2012

Skills
Software Development, HTML, Salesforce.com..., Management, Salesforce.com, SSRS, SDLC, Requirements Analysis, Microsoft SQL Server, Business Process, Agile Methodologies, Integration, Java, CRM, Enterprise Software

Education
Santa Clara University
Master's degree, Computer Software Engineering

Jennifer Phelps Smith, CFP® Jennifer Phelps Smith, CFP® Greater New York City Area Details
Jennifer Phelps Smith, CFP®'s Northern Trust Wealth Management Experience December 2013 - Present
Job Second Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust Wealth Management   December 2013 - Present
Northern Trust Wealth Management   March 2011 - November 2013
BGC Partners  September 2008 - February 2011
Yahoo  June 2007 - August 2007

Skills
Wealth Management, Private Clients, Strategic Financial..., Relationship Management, Sales, Private Client Services, Asset Allocation, Bloomberg, Fixed Income, E-commerce, Asset Management, Financial Planning, Investments, Financial Services

Education
Trinity College-Hartford   2004 — 2008
Bachelor of Arts (B.A.)

Kent Denver School   2000 — 2004
High School Diploma

Henry Cho Henry Cho Orange County, California Area Details
Henry Cho's Northern Trust Wealth Management Experience May 2014 - Present
Job Senior Account Manager, Northern Trust Company
Industry Financial Services
Experience
Northern Trust Wealth Management   May 2014 - Present
Northern Trust  December 2011 - April 2014
Northern Trust  February 2011 - December 2011
Northern Trust  May 2007 - February 2011
The Hollywood Reporter  June 2006 - May 2007
Personnel Decisions International  May 2005 - May 2006
TOMY Corporation  May 2004 - May 2005

Education
University of Southern California   2000 — 2004
Psychology & Social Sciences

Joe Lemon Joe Lemon Greater Chicago Area Details
Joe Lemon's Northern Trust Wealth Management Experience December 2013 - Present
Job Investment Product Manager at Northern Trust Wealth Management
Industry Financial Services
Experience
Northern Trust Wealth Management   December 2013 - Present
Northern Trust  October 2012 - December 2013
Northern Trust  July 2008 - September 2012

Skills
Fixed Income, Equities, Portfolio Management, Wealth Management, Asset Management, Asset Allocation, Investments, Investment Strategies, Mutual Funds, Securities, Derivatives, Investment Management, Financial Markets, Risk Management

Education
University of Illinois at Urbana-Champaign   2002 — 2006
Economics

Julian Paul Costa Julian Paul Costa Miami, Florida Details
Julian Paul Costa's Northern Trust Wealth Management Experience August 2014 - Present
Job Growing with Miami.
Industry Banking
Experience
Northern Trust Wealth Management   August 2014 - Present
Espirito Santo Bank  June 2013 - August 2013
Northern Trust  May 2012 - August 2012

Skills
Microsoft Excel, Research, PowerPoint, Spanish, Financial Analysis, Microsoft Office, Microsoft Word, Finance, Matlab, Access, Business Strategy, Economics, Financial Modeling, Marketing, Teamwork

Education
Boston University   2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General

University of Cambridge
Economics

Gulliver Preparatory   2007 — 2010

Bailey Madden Bailey Madden Chicago, Illinois Details
Bailey Madden's Northern Trust Wealth Management Experience January 2014 - Present
Job Senior Account Relationship Associate at Northern Trust Wealth Management
Industry Banking
Experience
Northern Trust Global Family & Private Investment Offices   June 2015 - Present
Northern Trust Wealth Management   January 2014 - Present
Northern Trust  November 2012 - December 2013
GolinHarris  January 2012 - March 2012
Skidmore Owings & Merrill LLP (SOM)   December 2010 - December 2011
PlusOne Communications  June 2009 - December 2010
Delta Gamma Fraternity  January 2008 - November 2010
Leo Burnett USA  April 2010 - June 2010

Skills
Social Media, Event Planning, Facebook, Microsoft Office, Public Relations, Cision, Radian6, Factiva, Pinterest, Twitter

Education
DePaul University   2008 — 2012
Bachelor of Arts, Communication; Public Relations, Senior

Faisal Masood Faisal Masood Greater Chicago Area Details
Faisal Masood's Northern Trust Wealth Management Experience January 2015 - Present
Job Senior Finance Professional with systems,business and product experience
Industry Financial Services
Experience
Northern Trust Wealth Management   January 2015 - Present
JPMorgan Chase  January 2014 - December 2014
CareMed Pharmaceutical Services  August 2012 - December 2013
Dubai Islamic Bank  September 2010 - July 2012
Dubai Islamic Bank  June 2007 - August 2010
Amlak Finance PJSC   August 2005 - May 2007
Descon Engineering Limited  March 2003 - May 2005
KPMG  September 1998 - March 2002

Skills
System Analysis & Design, Process Re-engineering, Gap Analysis, Prototyping, Workflows & Wireframes, Product Backlog Mgmt, Project Planning &..., Finance Sector Expertise, Business Intelligence..., ERP Implementation..., Agile & Waterfall..., Product Management, MS Visio, MS Office Suite, Data Analysis, Pharmaceutical Sales, Managed Care, Pharmacy Benefit..., Pharmaceutical Industry, Business Process..., Business Intelligence, Visio

Education
CPA Australia   2010 — 2012
Associate CPA

Institute of Chartered Accountants   1998 — 2003
Associate Chartered Accountant

Jessica Wisniewski Jessica Wisniewski Chicago, Illinois Details
Jessica Wisniewski's Northern Trust Wealth Management Experience April 2015 - Present
Job Trust Associate at Northern Trust Wealth Management
Industry Financial Services
Experience
Northern Trust Wealth Management   April 2015 - Present

Skills
Statistics, Analysis, SPSS, Microsoft Excel, Microsoft Office, Economics, Alternative Investments, Finance, Market Analysis, Economic Policy, Private Equity, Public Speaking

Education
DePaul University
Bachelor of Science (B.S.), Economics

Jeremy M. Julian, CFP Jeremy M. Julian, CFP Greater Chicago Area Details
Jeremy M. Julian, CFP's Northern Trust Wealth Management Experience June 2014 - Present
Job Senior Vice President Director of Investment Practice Strategy at Northern Trust Corporation
Industry Investment Management
Experience
Northern Trust Wealth Management   June 2014 - Present

Education
Northwestern University - Kellogg School of Management   2005 — 2008
MBA, Finance, Management, Marketing

University of Iowa - Henry B. Tippie College of Business   1997 — 2001
BBA, Finance

Libertyville High School   1994 — 1997

Bill Kehr Bill Kehr Greater Chicago Area Details
Bill Kehr's Northern Trust Wealth Management Experience September 2005 - September 2015
Job Wealth Management Marketing Manager at First Midwest Bank
Industry Financial Services
Experience
First Midwest Bank  September 2015 - Present
Northern Trust Wealth Management   September 2005 - September 2015
Futures trader  2003 - 2004
Nuveen Investments  1996 - 2002
Kehr Research, Inc.   1992 - 1996

Skills
Investments, Trading, Equities, Customer Relations, Asset Management, Compliance, Securities, Budgeting, Hedge Funds, Fixed Income, Risk, Risk Management, Executive Management, Research, Product Development, Policy, Strategic Planning, Analysis, Economics, Negotiation, Microsoft Office, Small Business, Testing, Financial Planning, Mutual Funds, Sales Support, Series 7, Wealth Management, Business Strategy, Business Planning, Client Service, FINRA, Series 63, Strategy Development, Entrepreneurship, Marketing Strategy, Strategy, Content Management, Thought Leadership, Asset Managment, Asset Allocation, Financial Services, Financial Risk, Investment Strategies, ETFs, Alternative Investments, Investment Advisory, Wealth Management..., High Net Worth..., Private Equity

Education
Cannon Financial Institute
Personal Trust I and II

Davidson College
BA, Psychology

Northwestern University
ABD, Methodology& Evaluation Research

Wake Forest University
MA, Psychology

Donna Dudash Donna Dudash Sarasota, Florida Details
Donna Dudash's Northern Trust Wealth Management Experience October 2009 - Present
Job Vice President at Northern Trust Company
Industry Financial Services
Experience
Northern Trust Wealth Management   October 2009 - Present
Bank of America  June 1986 - September 1996

Skills
Wealth Management, Business Analysis, Business Strategy, Corporate Finance, Credit Analysis, Valuation, Strategic Financial..., Relationship Management, Credit Risk, Commercial Lending, Investment Management, Financial Planning

Education
Wake Forest University - Babcock Graduate School of Management   1984 — 1986
Master of Business Administration (MBA), Business Administration and Management, General

University of North Carolina at Chapel Hill   1975 — 1976
Masters in Education, Counselor Education/School Counseling and Guidance Services, Junior Senior High and Elementary

Universty of North Carolina   1973 — 1975
Bachelor of Arts, Psychology

Salem College   1971 — 1973
Liberal Arts and Sciences/Liberal Studies

Phonstaylor L. Jenkins Phonstaylor L. Jenkins Chicago, Illinois Details
Phonstaylor L. Jenkins's Northern Trust Wealth Management Experience October 2010 - May 2015
Job Vice President at Northern Trust Wealth Management
Industry Financial Services
Experience
Northern Trust Wealth Management   October 2010 - May 2015

Skills
retirement planning, investment accounts, customize loan..., business succession..., Wealth Management, Wealth Management..., Retirement Planning, Investments, Strategic Financial...

Education
Chicago State University   1992 — 1996
Bachelor of Science (B.S.)

Terry Burrows Terry Burrows Phoenix, Arizona Area Details
Terry Burrows's Northern Trust Wealth Management Experience February 2013 - Present
Job Relationship manager at Northern Trust
Industry Financial Services
Experience
Northern Trust Wealth Management   February 2013 - Present
Northern Trust  January 1997 - January 2013
Wells Fargo  March 1982 - March 1997

Skills
Wealth Management, Mutual Funds, Equities, Series 63, Relationship Management, Banking, Fixed Income

Education
Glendale Community College   1979 — 1980

Shadow Mountain H.S.

Toby Fails Toby Fails Dallas/Fort Worth Area Details
Toby Fails's Northern Trust Wealth Management Experience October 2013 - May 2014
Job Trust Administrator at Citizens National Bank (Henderson, TX)
Industry Banking
Experience
Citizens National Bank (Henderson, TX)   May 2014 - Present
Northern Trust Wealth Management   October 2013 - May 2014
Northern Trust  March 2007 - October 2013
Bank of America  1999 - 2007

Skills
Wealth Management..., Asset Management, Banking, Investments, Trust Services, High Net Worth..., Wealth Management, Portfolio Management, Asset Allocation, Private Banking, Mutual Funds, Securities, Estate Planning, Investment Management, Investment Advisory

Education
University of Dallas   2001 — 2003
Master of Business Administration (MBA), Finance and Financial Management Services

Lamar University   1993 — 1997
Bachelor of Business Administration (BBA), Finance, General

Ashley Johns Ashley Johns Greater Nashville Area Details
Ashley Johns's Northern Trust Wealth Management Experience November 2014 - May 2015
Job Trust Administration
Industry Banking
Experience
Northern Trust Wealth Management   November 2014 - May 2015
Wells Fargo  January 2014 - November 2014
Wells Fargo  February 2012 - January 2014
Wells Fargo  February 2010 - February 2012
Dell  July 2006 - February 2009
Strategic Partnerships, Inc.   June 2007 - December 2007
University of Nebraska-Lincoln  January 2005 - May 2006

Skills
Leadership, Strategy, Program Management, Management, Data Analysis, Marketing Strategy, Salesforce.com, Start-ups

Education
University of Nebraska-Lincoln   2003 — 2006
MBA

Texas Christian University   1996 — 2001
BA, Journalism, Political Science

Christi Seitz Christi Seitz Chicago, Illinois Details
Christi Seitz's Northern Trust Wealth Management Experience October 2009 - Present
Job Guardian Estate Administrator at Northern Trust Wealth Management
Industry Financial Services
Experience
Northern Trust Wealth Management   October 2009 - Present

Education
The John Marshall Law School   2004 — 2007
Doctor of Law (J.D.)

The University of Michigan   1996 — 2000
Bachelor of Arts (B.A.), Political Science and Spanish Literature

David Zambrano David Zambrano Greater Chicago Area Details
David Zambrano's Northern Trust Wealth Management Experience September 2014 - Present
Job Account Manager, Investment Management at Northern Trust Wealth Management
Industry Investment Management
Experience
Northern Trust Wealth Management   September 2014 - Present
Northern Trust  February 2013 - Present
R Squared Trading   September 2012 - December 2012
Islands Restaurants  2009 - 2012
Techzam   2005 - 2007

Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Time Management, Research, Social Networking, Access, Sales, Leadership, Team Leadership, Social Media, Public Speaking, Event Planning, Strategic Planning, Event Management, Business Strategy, Marketing, Social Media Marketing, Public Relations, Negotiation, Derivatives, Futures, Critical Thinking, Analysis, Training, Teamwork, Management

Education
California State University-Northridge   2006 — 2012
B.S., Finance

California State University-Northridge   2006 — 2012
B.S., Management

Darius Gill Darius Gill Greater Chicago Area Details
Darius Gill's Northern Trust Wealth Management Experience March 2015 - Present
Job National Practice Director Foundation and Institutional Advisors at Northern Trust Wealth Management
Industry Investment Management
Experience
Northern Trust Wealth Management   March 2015 - Present
Northern Trust  September 2012 - Present
Northern Trust  2007 - September 2012
Cole Taylor Bank  2002 - 2006
Harris Bank  1998 - 2002

Skills
Porfolio Management, Asset Allocation, Manager Selection, Sales, Wealth Management, Asset Managment, Investments, Investment Advisory, Alternative Investments, Fixed Income, Hedge Funds, Investment Management, Investment Strategies, Mutual Funds, High Net Worth..., Equities, Capital Markets, Securities, Series 7, Derivatives, Financial Modeling, Financial Analysis, Treasury Management, Bonds, Portfolio Management, Endowments, Financial Advisory, Investment Banking, Financial Services, Non profits, Outsourced Chief..., Team Management, Asset Management, Bloomberg, Wealth Management..., Credit

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1992 — 1994
MBA, Finance

University of Wisconsin-Madison   1983 — 1987
BS, Economics

Latrina Christian Latrina Christian Chicago, Illinois Details
Latrina Christian's Northern Trust Wealth Management Experience April 2013 - Present
Job Mortgage Loan Specialist
Industry Real Estate
Experience
Northern Trust Wealth Management   April 2013 - Present
Silliker, Inc.   August 2012 - November 2012
Infor Global Solutions  2007 - 2011
HSBC  June 2004 - April 2007
Clark Retail Enterprises  March 1998 - January 2003

Skills
SAP, Oracle Applications, Dunn & Bradstreet, Smartstream, GetPaid, Microsoft Excel, Pivot Tables, Softrax, Microsoft Office, Documentum, Accounts Receivable, Lotus Notes, General Ledger, Accounts Payable, Account Reconciliation, Invoicing, Bankruptcy, Chapter 7 & 13, Analysis, Cash Flow

Education
DeVry University   2000 — 2003
Business Administration; Accounting

Mark C. Freeman - 847-971-4500 Mark C. Freeman - 847-971-4500 Greater Chicago Area Details
Mark C. Freeman - 847-971-4500's Northern Trust Wealth Management Experience September 2014 - November 2014
Job Project Manager, Business Analyst and Developer
Industry Financial Services
Experience
Enova  March 2015 - June 2015
US Foods  January 2015 - March 2015
Northern Trust Wealth Management   September 2014 - November 2014
CME Group  January 2014 - March 2014
Northern Trust  April 2012 - December 2013
Reed Business Information - BankersAccuity   January 2012 - March 2012
Discover Financial Services  December 2011 - January 2012
Northern Trust  May 2011 - September 2011
CNA Insurance  August 2010 - May 2011
Walgreens  May 2009 - August 2010

Skills
Financial Analysis, Business Modeling, Business Analysis, Data Warehousing, Risk Management, Process Improvement, Business Intelligence, Program Management, SDLC, Data Analysis, SQL, Portfolio Management, Requirements Gathering, Requirements Analysis, Customer Relations, Vendor Management, Integration, Project Planning, Strategic Planning, Analysis, Analytics, Management Consulting, Excel, Data Modeling, Team Leadership, VBA, Business Strategy, Application Development, Software Project..., Investor Relations, New Business Development, Sales Management, Product Management, Patents, Business Formation, Trading Systems, E-commerce, Outsourcing, SharePoint, ERP, Microsoft Excel

Education
Northwestern University - Kellogg School of Management   1982 — 1984
Masters in Management, Finance, Marketing, IT

University of Michigan   1977 — 1979
BGS, Finance, Business Law, IT

Wesleyan University   1974 — 1976
Lt. American Studies

Phillips Exeter Academy   1970 — 1974

Monica P. Poveda, CFA, MBA, MSFA Monica P. Poveda, CFA, MBA, MSFA Miami, Florida Details
Monica P. Poveda, CFA, MBA, MSFA's Northern Trust Wealth Management Experience July 2015 - Present
Job Vice President, Portfolio Manager at Northern Trust Wealth Management
Industry Investment Management
Experience
Northern Trust Wealth Management   July 2015 - Present

Education
Portland State University - School of Business   2007 — 2009
Master of Science in Financial Analysis

University of Oregon - Charles H. Lundquist College of Business   2005 — 2007
Master of Science in Business Administration (MBA)

University of Tulsa   1997 — 2001
B.S. in Business Administration

Matthew D'Arcy Matthew D'Arcy Chicago, Illinois Details
Matthew D'Arcy's Northern Trust Wealth Management Experience April 2015 - Present
Job Fiduciary Analyst at Northern Trust
Industry Financial Services
Experience
Northern Trust Wealth Management   April 2015 - Present
Mintel  November 2013 - January 2015
Mintel  January 2013 - November 2013
ManpowerGroup  May 2012 - December 2012

Skills
Spanish, Salesforce.com, Leadership, Business Development, Access, Data Analysis, Market Research, Silverpop Engage, SharePoint, Time Management, Social Media, Event Planning, Sales, Research, CRM, PowerPoint, Marketing, Analysis

Education
Marquette University   2008 — 2012
Bachelor’s Degree, International Relations and Affairs, Minor in Spanish

Northwestern University   2015 — 2016
CFP® Certification Program

Universidad de Chile   2010 — 2010
Semester-Long Study Abroad Program

Enrique Guerra Enrique Guerra Miami, Florida Details
Enrique Guerra's Northern Trust Wealth Management Experience April 2014 - Present
Job Vice President, Private Banker at Northern Trust Wealth Management
Industry Banking
Experience
Northern Trust Wealth Management   April 2014 - Present
TotalBank  May 2007 - April 2014
Ocean Bank  October 2000 - August 2007

Skills
Commercial Banking, Commercial Lending, Credit, Credit Analysis, Credit Risk, Loans, Portfolio Management, Retail Banking, Small Business Lending

Education
Florida International University   2005 — 2009
Bachelor's degree, Finance and Management Services

British Holliday British Holliday Greater Chicago Area Details
British Holliday's Northern Trust Wealth Management Experience July 2015 - Present
Job Vice President, Estate Administrator in Private Wealth Management at The Northern Trust Bank
Industry Banking
Experience
Northern Trust Wealth Management   July 2015 - Present
SunTrust Bank  July 2001 - October 2012
Bank of America  November 1998 - July 2001
Northern Trust Bank  March 1998 - August 1998
Donald Hubert & Associates   January 1997 - March 1998
Corboy & Demetrio, P.C.   May 1993 - December 1993

Skills
Trusts, Wills, Tax, Wealth Management, Estate Administration, Estate Tax Planning, Civil Litigation, Banking, Accounting, Wealth Management..., Real Estate, Estate Planning, Trust Services, High Net Worth..., Wealth, Trust Management, Retirement Planning, Investment Advisory, Investment Management, Asset Management, Investments, Portfolio Management, Public Speaking

Education
Case Western Reserve University
Doctor of Law (JD)

Benedictine University
Bachelor of Arts (BA)

Chadwick Proctor Chadwick Proctor Greater Seattle Area Details
Chadwick Proctor's Northern Trust Wealth Management Experience August 2015 - Present
Job Senior Trust Advisor, VP at Northern Trust Wealth Management
Industry Financial Services
Experience
Northern Trust Wealth Management   August 2015 - Present
Comerica Bank  October 2011 - July 2015
Wells Fargo Bank Wealth Management Group  August 2006 - October 2011
WACHOVIA BANK  April 2004 - September 2005
Florida State Attorney's Office  May 2003 - August 2003

Skills
Estate Planning, Banking, Tax, Tax Law, Trust, Trusted Advisor, Estate Law, Commercial Lending, Wealth Management, Asset Management, Finance, Real Estate, Mortgage Lending, Financial Services, Financial Advisory, Portfolio Management, High Net Worth..., Investments, Trusts, Financial Planning, Credit

Education
University of Washington School of Law   2005 — 2006
LLM, Tax law; an emphasis in estate planning and business

Saint Thomas University School of Law   2002 — 2004
J.D, Law

University of North Carolina at Chapel Hill   1998 — 2002
B.A, Economics and Political Science

Ben Pringle, CTFA Ben Pringle, CTFA Pasadena, California Details
Ben Pringle, CTFA's Northern Trust Wealth Management Experience March 2014 - Present
Job Officer, Trust Advisor at The Northern Trust Company
Industry Financial Services
Experience
Northern Trust Wealth Management   March 2014 - Present
Northern Trust  January 2012 - February 2014
Northern Trust  December 2010 - January 2012
Citizens Business Bank  January 2010 - December 2010

Skills
Customer Relations, Making It Count, Creative Problem Solving, Can Do Attitude, Team Building, Customer Service, Trust Services, Wealth Management, Investments, Financial Services, Strategy, Personal Trust..., Strategic Planning, Business Analysis, Retirement Planning, Asset Management, Asset Allocation, Mutual Funds, Wealth Management..., Banking, Investment Management, Financial Analysis, Financial Planning, Securities

Education
Cannon Financial Institute   2014 — 2014
Trust III, Personal Trust, CTFA

Cannon Financial Institute   2013 — 2013
Trust II, Personal Trust

Cannon Financial Institute   2011 — 2011
Trust I, Personal Trust

University of California, Santa Barbara   1996 — 2001
MA, Musicology

Florida State University   1991 — 1996
BM, Music History and Literature

Max Behnfield Max Behnfield Newport Beach, California Details
Max Behnfield's Northern Trust Wealth Management Experience September 2014 - Present
Job Second Vice President at Northern Trust Wealth Management West Region
Industry Financial Services
Experience
Northern Trust Wealth Management   September 2014 - Present
UBS  October 2010 - September 2014
Janus Capital Group  January 2008 - December 2010

Education
University of Colorado Boulder

Tim Modesti Tim Modesti Washington, District Of Columbia Details
Tim Modesti's Northern Trust Wealth Management Experience July 2014 - Present
Job Wealth Strategist Associate at Northern Trust Wealth Management
Industry Financial Services
Experience
Northern Trust Wealth Management   July 2014 - Present
U.S. Trust, Bank of America   June 2013 - August 2013
Young & Company Wealth Management Group LLC   June 2012 - August 2012
Superior Plus Energy Services  May 2011 - August 2011

Skills
Retirement Planning, Investment Management, Financial Planners, Microsoft Excel, PowerPoint, Risk Management, Portfolio Management, Strategic Financial..., Wealth Management

Education
Providence College   2010 — 2014
B.S. Finance

Fairport High School   2007 — 2010

Nancy Sun Nancy Sun Brooklyn, New York Details
Nancy Sun's Northern Trust Wealth Management Experience June 2014 - August 2014
Job Incoming Investment Banking Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  September 2015 - Present
Goldman Sachs  June 2015 - August 2015
MBA JumpStart  August 2014 - August 2014
Northern Trust Wealth Management   June 2014 - August 2014
Deutsche Bank  April 2014 - April 2014
Girişim Asset Management   May 2013 - August 2013

Skills
Strategy, Business Development, Business Strategy, Market Research, Marketing Strategy, Analytics, Financial Modeling, Economics, Business Analysis

Education
University of Michigan - Stephen M. Ross School of Business   2013 — 2016
Bachelor of Business Administration, Accounting and Finance

University of Michigan   2012 — 2016
Minor, History

Stuyvesant High School   2008 — 2012
High School

Alexander Falkenstein Alexander Falkenstein Phoenix, Arizona Area Details
Alexander Falkenstein's Northern Trust Wealth Management Experience February 2014 - Present
Job Associate Portfolio Manager at Northern Trust Wealth Management
Industry Nonprofit Organization Management
Experience
Northern Trust Wealth Management   February 2014 - Present
Northern Trust  June 2012 - Present
Students For Liberty  July 2009 - June 2012
Arizona State University  August 2009 - August 2011
Northern Trust  June 2010 - October 2010

Skills
Economics, Public Speaking, Non-profits, Microsoft Office, Strategic Planning, Data Analysis, Fundraising, Financial Modeling, Financial Statement..., Event Planning, Financial Services, Leadership, Financial Analysis, Entrepreneurship, Social Media

Education
Arizona State University   2006 — 2010
Bachelor of Science (B.S.), Finance

Kevin Kaylakie, CFP®, CPWA® Kevin Kaylakie, CFP®, CPWA® Austin, Texas Area Details
Kevin Kaylakie, CFP®, CPWA®'s Northern Trust Wealth Management Experience September 2014 - Present
Job Vice President, Wealth Strategist at Northern Trust
Industry Financial Services
Experience
Northern Trust Wealth Management   September 2014 - Present

Education
The University of Chicago Booth School of Business   2014 — 2014
Certified Private Wealth Advisor® Certificate Program

The University of Texas at Austin   2006 — 2009
Financial Planning Certificate Program

Auburn University   1998 — 2002
Bachelor of Science in Business Administration, International Business

Juliet Lusson Juliet Lusson Greater Chicago Area Details
Juliet Lusson's Northern Trust Wealth Management Experience June 2015 - Present
Job Marketing and Communication Intern, Wealth Management at Northern Trust
Industry Marketing and Advertising
Experience
Northern Trust Wealth Management   June 2015 - Present

Skills
Marketing, Newsletters, Marketing Communications, Media Relations, Strategic Communications, Market Research, Photography, Video Editing, Advertising, Video Production, AP Style, Proofreading, Adobe Acrobat

Education
University of Michigan   2012 — 2016
Bachelor’s Degree, English Language and Literature with a Minor in the Environment

Queen Mary, U. of London   2015 — 2015
English, Business

Lyons Township High School   2008 — 2012

Amrita Gupta Amrita Gupta Houston, Texas Details
Amrita Gupta's Northern Trust Wealth Management Experience April 2009 - September 2010
Job Business Analyst/Social media Manager
Industry Information Technology and Services
Experience
Bikram Yoga  May 2015 - Present
ITC Infotech  September 2010 - May 2015
Northern Trust Wealth Management   April 2009 - September 2010

Skills
Functional Requirements, Business Analysis, Loan Origination, Loan Servicing, Treasury, Functional Testing, UAT Coordination, Manual Testing, Training, Business Strategy, Consulting, Foreign Exchange, Team Management, Financial Analysis

Education
Alliance Business Academy   2007 — 2009
PGP Finance, Finance and Financial Management Services

Amity University Delhi   2007 — 2009
Bachelor of Business Administration (BBA), Finance, General

JAMES BRENDAN MCARDLE JAMES BRENDAN MCARDLE Trumbull, Connecticut Details
JAMES BRENDAN MCARDLE's Northern Trust Wealth Management Experience October 2014 - Present
Job Credit Relationship Manager at Northern Trust Wealth Management
Industry Financial Services
Experience
Northern Trust Wealth Management   October 2014 - Present
Wells Fargo  January 2011 - Present
Wachovia Securities Financial Network  February 2004 - January 2011

Education
Eastern Connecticut State University   2002 — 2004
Bachelor's degree, Finance, General

University of Delaware
Bachelor's degree, Business Administration and Management, General

Juanita Cardona-Caradine Juanita Cardona-Caradine Greater Chicago Area Details
Juanita Cardona-Caradine's Northern Trust Wealth Management Experience May 2008 - May 2015
Job Vice President Banking Process Optimizaton Specialist Currently Seeking New Opportunity
Industry Financial Services
Experience
Currently Seeking New Opportunities  May 2015 - Present
Northern Trust Wealth Management   May 2008 - May 2015
Northern Trust Wealth Management   June 2005 - May 2008
Northern Trust Wealth Management   April 2003 - June 2005
BMO Harris Bank  June 1998 - April 1999
Seaway National Bank  1984 - 1989

Skills
Change Management, Quality Assurance, Quality Auditing, Problem Solving, Problem Management, Microsoft Office, Outlook, Cognos, Loans, Process Improvement, Process Control, Finance, Business Process, Banking, Asset Management, Business Analysis, Financial Analysis, Risk Management, Management, Portfolio Management, Equities

Education
Chicago State University
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance

Yoli Gomez Yoli Gomez Tempe, Arizona Details
Yoli Gomez's Northern Trust Wealth Management Experience July 2013 - June 2015
Job Officer Associate Consultant at Northern Trust, Asset Management
Industry Investment Management
Experience
Northern Trust Corporation  June 2015 - Present
Northern Trust Wealth Management   July 2013 - June 2015
Northern Trust  May 2011 - July 2013
BNY Mellon  July 2006 - April 2011

Skills
Wealth Management, Portfolio Management, Bloomberg, Asset Allocation, Fixed Income, Equities, Investments, Mutual Funds, Securities, Financial Analysis, Financial Modeling

Education
Western State Colorado University   1998 — 2002
B.A, Business Administration

Pepperdine University   1994 — 1996

Anthony Mersino Anthony Mersino Chicago, Illinois Details
Anthony Mersino's Northern Trust Wealth Management Experience September 2014 - February 2015
Job Agile Coach, Author and Founder at Vitality Chicago
Industry Information Technology and Services
Experience
Vitality Chicago Inc.   February 2015 - Present
Northwestern University, School of Professional Studies  January 2004 - Present
Northern Trust Wealth Management   September 2014 - February 2015
Agile Transformation Inc.  December 2011 - February 2015
Project Advisors Group, Inc.   January 2002 - February 2015
Bank of America  April 2013 - April 2014
PMI Chicagoland  August 2012 - July 2013
Highland Solutions  November 2012 - March 2013
The Carlyle Group  February 2012 - September 2012
Wolters Kluwer CCH  July 2011 - December 2011

Skills
Program Management, Agile Methodologies, Agile Project Management, Cross-functional Team..., Change Management, Business Process..., Scrum, Agile Coaching, Leadership, Agile Training, Coaching, Management Consulting, Project Management, Software Project..., Training, Large-scale Projects, Business Transformation, Enterprise Software, Troubled Project..., Organizational Change..., SDLC, Project Portfolio..., PMO, Workshop Facilitation, Team Facilitation, Team Building, Team Leadership, Emotional Intelligence, Training Delivery, Employee Engagement, Organizational..., Organizational..., Extreme Programming, Servant Leadership, Banking, Financial Services, Process Improvement

Education
Loyola College in Maryland   1989 — 1991
MBA, Masters of Business Administration

Michigan State University   1980 — 1985
BS, Packaging Engineering

Michael Watrakiewicz Michael Watrakiewicz Chicago, Illinois Details
Michael Watrakiewicz's Northern Trust Wealth Management Experience April 2015 - Present
Job Investment Associate at Northern Trust
Industry Financial Services
Experience
Northern Trust Wealth Management   April 2015 - Present
Northern Trust Corporation  November 2013 - April 2015
Stafflogix  June 2012 - August 2012

Skills
Proposal Writing, Financial Analysis, Auditing, Investments, Microsoft Excel, Financial Modeling, Accounting

Education
University of Iowa - Henry B. Tippie College of Business   2009 — 2013
Bachelor of Business Administration (BBA), Finance

Gabrielle Stinnett Gabrielle Stinnett Dallas/Fort Worth Area Details
Gabrielle Stinnett's Northern Trust Wealth Management Experience October 2014 - Present
Job Administrative Assistant at Northern Trust Wealth Management
Industry Entertainment
Experience
Northern Trust Wealth Management   October 2014 - Present
HCE Live Events   September 2014 - Present
Gabrielle Stinnett   May 2014 - Present
BET (BET Networks, a subsidiary of Viacom Inc.)   June 2014 - June 2014
BET (BET Networks, a subsidiary of Viacom Inc.)   June 2014 - June 2014
The Chamber Group  June 2014 - June 2014
Fluent Grp  February 2014 - May 2014
Columbia College Chicago  July 2013 - May 2014
Columbia College Chicago  August 2012 - May 2014

Skills
Microsoft Office, Social Media, Photoshop, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Event Planning, Public Speaking, Research, Facebook, Artist Management, Artist Developement, Event Management, Event Promotion, Leadership, Marketing Communications, Music Industry

Education
University of North Texas
Master of Business Administration (M.B.A.), Finance

Columbia College Chicago   2010 — 2014
Bachelor of Arts (BA), Arts, Entertainment, and Media Management, 3.63

Plano East Senior High School   2008 — 2010

Neringa Michau Neringa Michau Oak Lawn, Illinois Details
Neringa Michau's Northern Trust Wealth Management Experience November 2013 - Present
Job Banking Professional
Industry Banking
Experience
Northern Trust Wealth Management   November 2013 - Present
TCF Bank  June 2006 - July 2012
TCF Bank  January 2005 - January 2006
TCF Bank  January 2003 - January 2005
TCF Bank  June 1999 - January 2003

Skills
Banking, Microsoft Excel, Microsoft Office, Financial Analysis, Risk Management, Credit, Customer Service, Microsoft Word, Project Management, PowerPoint, Loans, Strategic Planning, Business Analysis, Change Management, Portfolio Management, Retail Banking, Credit Risk, Business Strategy, SQL, Negotiation

Education
Moraine Valley Community College   1999 — 2002
Associate's degree, Business Administration and Management, General

Moraine Valley Community College
Associate Degree, Business Administration

Anthony Scianna Anthony Scianna Greater Chicago Area Details
Anthony Scianna's Northern Trust Wealth Management Experience August 2013 - Present
Job Wealth Management Representative at Northern Trust
Industry Financial Services
Experience
Northern Trust Wealth Management   August 2013 - Present
TCF Bank  July 2008 - October 2012
TCF Bank  February 2007 - July 2008

Skills
Finance, Retail Banking, Commercial Banking, Sales, Spanish-speaking, Supervisory Skills, Employee Training, Microsoft Office, Apple OS, Branch Banking, Account Management, Customer Service, Cash, Accurate Record Keeping, Mathematical Analysis, Problem Solving, Team Building, Oral & Written..., Personal Finance, Managerial Finance, Analysis, Teamwork, Financial Analysis, Data Entry, Team-oriented, Data Analysis, Microsoft Excel, Spreadsheets, Highly detail oriented, Cross Selling, Auditing, Banking, Investments, Microsoft Word, Leadership, Critical Thinking, SharePoint, Corporate Finance, Financial Services, Team Leadership, Process Improvement, Wealth Management

Education
University of Illinois at Chicago   2010 — 2013
Bachelor of Science in Finance (B.S.), Finance, International Business

Oakton Community College   2006 — 2010
Associate of Arts (A.A.), General Studies

Joseph Diehl Joseph Diehl West Palm Beach, Florida Details
Joseph Diehl's Northern Trust Wealth Management Experience August 2005 - March 2014
Job Sr. VP Lead Portfolio Manager Large Cap Growth at Northern Trust Wealth Management
Industry Financial Services
Experience
Northern Trust Corporation  March 2014 - Present
Northern Trust Wealth Management   August 2005 - March 2014

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1972 — 1975
Master of Business Administration (MBA), Finance, General

University of Iowa   1966 — 1970
Bachelor of Business Administration (BBA), Finance, General

Christopher L. Harang Christopher L. Harang Chicago, Illinois Details
Christopher L. Harang's Northern Trust Wealth Management Experience April 2014 - Present
Job Premium Finance Analyst at Northern Trust
Industry Financial Services
Experience
Northern Trust Wealth Management   April 2014 - Present
The National Life Group   August 2009 - February 2014
The Homestead Ranchers   June 2010 - August 2013
Northwestern Mutual  2009 - 2010

Skills
Retirement, Estate Planning, Investments, Finance, Financial Modeling, Financial Analysis, Accounting, Strategic Financial..., Retirement Planning, Equities, Small Business, Insurance

Education
Trinity International University   2007 — 2008
Finance

Montana State University-Billings   2006 — 2007
Finance, Finance

N.I.A.C.C.   2005 — 2006
Finance, Finance

Bradley U   2003 — 2005
Finance

New Trier   1999 — 2003

Vita Martinelli Vita Martinelli Greater Chicago Area Details
Vita Martinelli's Northern Trust Wealth Management Experience January 2011 - May 2013
Job Vice President, Platform Management and Product Development at Northern Trust
Industry Financial Services
Experience
Northern Trust Corporation  May 2013 - Present
Northern Trust Wealth Management   January 2011 - May 2013
Northern Trust Wealth Management   February 2008 - January 2011
Northern Trust Corporation  January 2007 - February 2008
Northern Trust Corporation  January 2006 - January 2007
Grenzebach Glier & Associates  August 2003 - January 2006

Skills
Business Analysis, CRM, Cross-functional Team..., Program Management, Product Management, Risk Management, Requirements Analysis, Project Management, Management, Team Leadership, Strategic Planning, Product Marketing, Marketing, Change Management, SDLC, Product Development, Business Strategy, Business Process, Vendor Management, PMP, Consulting, Banking, Training, Project Planning, Business Planning, Financial Services, Analysis, Relationship Management, Proof of Concept, Project Scope..., Business Process Design, Business Process..., Use Case Analysis, Functional Requirements, User Acceptance Testing, Functional Training, Salesforce.com, Contract Negotiation

Education
University of Michigan   1999 — 2003
Bachelor of Arts and Sciences, 3.87/4.0

Sahar Farhidmehr Sahar Farhidmehr San Francisco, California Details
Sahar Farhidmehr's Northern Trust Wealth Management Experience May 2014 - July 2015
Job Account Relationship, Private Banking Northern Trust
Industry Financial Services
Experience
Northern Trust Wealth Management   May 2014 - July 2015
Wells Fargo  June 2011 - May 2014

Skills
Commercial Banking, Credit, Loans, Commercial Lending, Equities, Mortgage Lending, Lines Of Credit, Merchant Services, Consumer Lending, Loan Origination, Small Business Lending, Private Banking, Customer Service, Management, Finance, Portfolio Management, Financial Services

Education
London School of Business and Finance   2003 — 2006
Bachelor's degree, Business and IT

Brooke Osborn Brooke Osborn Greater Chicago Area Details
Brooke Osborn's Northern Trust Wealth Management Experience September 2014 - Present
Job Investment Associate at Northern Trust Wealth Management
Industry Financial Services
Experience
Northern Trust Wealth Management   September 2014 - Present
Northern Trust Asset Management  May 2010 - September 2014

Skills
Portfolio Management, Investment Management, Investments, Equities, Mutual Funds, Securities, Fixed Income, Asset Allocation, Capital Markets, Asset Management, Financial Analysis, Wealth Management, Risk Management, Finance

Education
Southern Methodist University - Cox School of Business   2004 — 2008
Bachelor of Business Administration (BBA), Finance

Culver Academies   2000 — 2004

Sarah Heck Sarah Heck Greater Chicago Area Details
Sarah Heck's Northern Trust Wealth Management Experience February 2015 - Present
Job Account Manager at Northern Trust Wealth Management
Industry Banking
Experience
Northern Trust Wealth Management   February 2015 - Present
Northern Trust Wealth Management   May 2013 - February 2015
The Private Client Reserve of US Bank  May 2009 - May 2013
Park National Bank  2008 - 2009
Garrett Realty & Development, Inc.   January 2007 - August 2007

Skills
Wealth Management, Financial Analysis, Financial Modeling, Microsoft Excel, Strategic Financial..., PowerPoint, Project Management, Marketing Event Planning, New Business Development, Relationship Management, Mortgage Lending, Retirement, Business Development, Financial Planning, Analysis, Banking

Education
DePauw University   2005 — 2009
BA, English, Economics, Spanish

DePaul University   2014 — 2016
Masters, Wealth Management

Jonathan Gossens Jonathan Gossens Washington, District Of Columbia Details
Jonathan Gossens's Northern Trust Wealth Management Experience August 2014 - Present
Job Officer at Northern Trust Corporation
Industry Research
Experience
Northern Trust Wealth Management   August 2014 - Present
Northern Trust Wealth Management   October 2012 - July 2014
The Investment Company Institute   October 2010 - October 2012
The Office of Senator Bernie Sanders (Vt.)   August 2010 - October 2010
Barre Town Elementary School   December 2007 - January 2010
TD Bank  September 2005 - March 2006

Education
University of South Carolina - The Moore School of Business   2006 — 2010
BS, Finance and Economics

Jönköping University   2009 — 2009
International Trade and Relations

University of New York in Prague   2007 — 2007
International Accounting and Statistics

Montpelier High School

David C. Moore, CFA ,CAIA David C. Moore, CFA ,CAIA Chicago, Illinois Details
David C. Moore, CFA ,CAIA's Northern Trust Wealth Management Experience 2012 - Present
Job Analyst National Investment Practice at Northern Trust Wealth Management
Industry Financial Services
Experience
Northern Trust Wealth Management   2012 - Present
Northern Trust  2010 - 2012
Northern Trust  2007 - 2010

Skills
Microsoft Office, Bloomberg Terminal, Thomson One, Portfolio Management, Investment Strategies, Fixed Income, Hedge Funds, Private Equity, Asset Management, Asset Allocation, Commentary, Risk Management, Equities, Options, Analysis, Financial Analysis, Financial Modeling, Research, Financial Markets, Wealth Management, Thompson One

Education
Indiana University Bloomington   2002 — 2006
BS, Finance, Pre-Medicine

Indiana University-Purdue University at Indianapolis   2006 — 2007
MS, Biology (Non-Thesis)

Richard Lange, CWS®, AIF® Richard Lange, CWS®, AIF® Orange County, California Area Details
Richard Lange, CWS®, AIF®'s Northern Trust Wealth Management Experience June 2015 - Present
Job Vice President Wealth Strategist Northern Trust
Industry Investment Management
Experience
Northern Trust Wealth Management   June 2015 - Present
Zions Capital Advisors   January 2014 - Present
First Foundation Inc.  November 2011 - January 2014
KMJ Corbin & Company LLP  January 2006 - November 2011
Stonefield Josephson  October 2002 - December 2006

Skills
Connecting People, Investments, Private Equity, Mergers, Venture Capital, Investment Banking, Asset Managment, Business Development, Entrepreneurship, Alternative Investments, Finance, Corporate Development, Small Business, Investor Relations, Financial Services, Competitive Analysis, Start-ups, Wealth Management, Real Estate, Hedge Funds, Leadership, Emerging Markets, Banking, Strategic Planning, Equities, Funding, Mergers & Acquisitions, Loans, Asset Management, IPO, Credit, Joint Ventures, Portfolio Management, Securities, Strategy, Executive Management, Investment Strategies, Strategic Financial..., Leveraged Finance, Strategic Partnerships, Private Placements, Investment Management, EB-5 financing, Royalties, Sales Management, Strategic Communications, Corporate Communications, Financial Planning, Fiduciary, Financial Advisory

Education
California State University-Fullerton   1986 — 1993
BA, Communications

Servite High School   1982 — 1986

Elina Moa Elina Moa Chicago, Illinois Details
Elina Moa's Northern Trust Wealth Management Experience January 2014 - Present
Job Account Manager at Northern Trust
Industry Investment Management
Experience
Northern Trust Wealth Management   January 2014 - Present
Northern Trust Asset Management  December 2007 - December 2013
Northern Trust  May 2006 - December 2007
BNY Mellon  June 2004 - March 2006

Skills
Bloomberg, Fixed Income, Equities, Global Custody, Corporate Actions, Operations Management, Staff Development, Staff Management, Account Reconciliation, Superior Client Service

Education
Smith College   1999 — 2003
B.A., Economics

Tamara Wiley, CFP® Tamara Wiley, CFP® Greater Chicago Area Details
Tamara Wiley, CFP®'s Northern Trust Wealth Management Experience June 1997 - August 2006
Job Vice President Relationship Manager at Old Second National Bank Wealth Management
Industry Investment Management
Experience
Old Second National Bank  May 2014 - Present
Calamos Investments  February 2013 - May 2014
Calamos Investments  August 2006 - February 2013
Northern Trust Wealth Management   June 1997 - August 2006
Northern Trust Corporation  February 1992 - June 1997

Skills
Wealth Management, Relationship Management, Mutual Funds, Investments, Asset Management, Asset Allocation, Series 63, Finance, Investment Advisory, Investment Management, Investment Strategies, Financial Services, Wealth Management..., Wealth Preservation..., Series 6, Wealth Accumulation..., High Net Worth...

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1996 — 2000
MBA, Entrepreneurship

Salzburg College   1991 — 1991

Northern Illinois University - College of Business   1988 — 1991
Bachelor of Science (BS), Finance, General

Naura Pierre, CAPM Naura Pierre, CAPM Charlotte, North Carolina Area Details
Naura Pierre, CAPM's Northern Trust Wealth Management Experience June 2011 - June 2014
Job Wealth Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial  June 2015 - Present
Northern Trust Corporation  June 2014 - Present
Northern Trust Wealth Management   June 2011 - June 2014
Northern Trust Asset Management  December 2007 - 2011
Northern Trust Corporation  November 2001 - 2007
Mercer Investment Consulting  1998 - 2001

Skills
Equities, Investments, Asset Allocation, Portfolio Management, Investment Strategies, Asset Management, Alternative Investments, Mutual Funds, Performance Measurement, Product Management, Product Development, Performance Reporting, Lotus Notes, Wealth Management

Education
University of Maryland College Park
Bachelor's Degree, Economics/Finance

Northwestern University
Certified Financial Planning (CFP) Program

Jay Langa Jay Langa Greater Atlanta Area Details
Jay Langa's Northern Trust Wealth Management Experience 1997 - 2000
Job Director, Video Product Development, Cox Communications
Industry Telecommunications
Experience
Cox Communications  June 2010 - Present
Cox Communications  2007 - 2010
Cox Communications  2000 - 2007
Northern Trust Wealth Management   1997 - 2000
Walt Disney World  1985 - 1992
Hilton Grand Vacations  1990 - 1991
Hilton Grand Vacations  1990 - 1991

Skills
Android, Telecommunications, Mobile Devices, Management, Integration, Vendor Management, Cross-functional Team..., SDLC, Program Management, Enterprise Software, Wireless

Education
Florida State University   1988 — 1990
English/Business, English, Business

Illinois State University   1985 — 1988
Business

University of Brighton   1987 — 1987
N/A, General

Vanessa Briseno Vanessa Briseno Greater Chicago Area Details
Vanessa Briseno's Northern Trust Wealth Management Experience May 2014 - Present
Job
Industry Financial Services
Experience
Northern Trust Wealth Management   May 2014 - Present

Skills
Social Media, Corporate Finance, Public Speaking, Accounts Payable, Commercial Lending, Microsoft Excel, Team Building, Budgets, PowerPoint, Management, Time Management, Operations Management, Negotiation, Leadership, Credit, Outlook

Education
DePaul University   2009 — 2014
Bachelor of Business Administration (B.B.A.)

Stan Kaniecki Stan Kaniecki Greater Chicago Area Details
Stan Kaniecki's Northern Trust Wealth Management Experience July 2015 - Present
Job Vice President Senior Asset Manager in the Family Business Group at Northern Trust
Industry Financial Services
Experience
Northern Trust Wealth Management   July 2015 - Present
BMO Private Banking  June 2003 - July 2015

Education
Drake University   1979 — 1984
MBA, Finance

Albena Rachkova Albena Rachkova Pasadena, California Details
Albena Rachkova's Northern Trust Wealth Management Experience July 2014 - Present
Job Manager, Relationship Managers at Northern Trust Wealth Management
Industry Banking
Experience
Northern Trust Wealth Management   July 2014 - Present
Northern Trust  February 2000 - Present

Skills
Financial Reporting, Financial Analysis, Strategic Financial..., Financial Audits, Account Reconciliation, Finance, Management, Financial Modeling, Accounting, Financial Accounting, Portfolio Management, Auditing

Education
Maharishi University of Management   1991 — 1994
MBA, Business Administration

Michelle D. Griffin Michelle D. Griffin Orange County, California Area Details
Michelle D. Griffin's Northern Trust Wealth Management Experience April 2015 - Present
Job SVP & Director of Client Development, Global Family & Investment Offices at Northern Trust Wealth Management
Industry Investment Management
Experience
Northern Trust Wealth Management   April 2015 - Present
Northern Trust Asset Management  November 2011 - Present
Northern Trust Asset Management  November 2008 - October 2011
Northern Trust Global Investments  February 2001 - November 2008
Northern Trust Corporate & Institutional Services   June 1996 - February 2001
Northern Trust Corporate & Institutional Services   January 1992 - June 1996
Northern Trust Corporate & Institutional Services   January 1990 - January 1992
Northern Trust Corporate & Institutional Services   May 1988 - January 1990

Skills
Series 7, Asset Allocation, Mutual Funds, Investments, Asset Managment, Corporate Banking, Treasury Management, Credit Analysis, Public Speaking, Bonds, Asset Management, Fixed Income, Finance, Institutional..., Commercial Banking, Securities, Equities, Series 63, Management, Due Diligence, Hedge Funds, Relationship Management, Morningstar, Separately Managed...

Education
Purdue University - Krannert School of Management
BS

Weatherhead School of Management at Case Western Reserve University
MBA

Karen Kroon-Harris Karen Kroon-Harris Greater Chicago Area Details
Karen Kroon-Harris's Northern Trust Wealth Management Experience June 2015 - Present
Job Manager, Brokerage Solutions Group at Northern Trust Wealth Management
Industry Education Management
Experience
Northern Trust Wealth Management   June 2015 - Present
Northern Trust Corporation  January 2014 - June 2015
College Nannies & Tutors  December 2012 - January 2014
Glen Ellyn School District 41  August 2009 - January 2014
Cooperative Association for Special Education  June 2013 - August 2013
District 41   August 2006 - June 2009
Kemper Financial, Scudder Kemper Investments, DWS Investments   1987 - 2000
Fidelity Investments  1985 - 1987

Skills
Staff Development, Elementary Education, Special Education, Smartboard, Tutoring, Middle School, Lesson Planning, Teaching, Differentiated..., Literacy, Classroom Management, K-12, Classroom, Training, Instructional Design, Educational Leadership, Teacher Training, Learning Disabilities, Curriculum Development, Nonprofits, Educational Technology, Public Speaking, Curriculum Design, Customer Service, Community Outreach, Coaching, Sales Operations, Relationship Management, Language Arts, Child Development, Customer Retention, Adolescents, Interventions, RTI, Student Affairs, Adult Education, Operations Management, E-Learning, Career Counseling, Sales Management, Program Development, Developmental..., Leadership, Management, Sales, Strategic Planning, Microsoft Office

Education
National-Louis University   2009 — 2012
MAT/Masters of Art in Teaching, Special Education, Pre-K-20

Lake Forest College   1981 — 1985
BA, Psych

Silver Lake Regional High School

Marie Abdel-Malek Marie Abdel-Malek Chicago, Illinois Details
Marie Abdel-Malek's Northern Trust Wealth Management Experience July 2014 - June 2015
Job Senior Client Service Representative at Northern Trust Corporation
Industry Banking
Experience
Northern Trust Corporation  June 2015 - Present
Northern Trust Wealth Management   July 2014 - June 2015
Private Practice  January 2010 - July 2014
Westwood College  January 2010 - December 2013
Legal Assistance Foundation  2008 - 2009
Querrey & Harrow   2007 - 2008
Joint Commission on Accreditation of Healthcare Organization   2006 - 2006
Miner, Barnhill, & Galland   2002 - 2005

Skills
Public Speaking, Writing, Administration, Fundraising, Legal Research, Higher Education, System Administration, Research, Community Outreach, Curriculum Development, Grant Writing, Legal Writing, Nonprofits, Family Law, Courts, PowerPoint, Legal Assistance, Management, Litigation, Trials, Customer Service, Microsoft Office

Education
DePaul University College of Law   2002 — 2006
Juris Doctor, Law

The University of Chicago   1998 — 2002
B.A., Economics

LeAnn Misko LeAnn Misko Greater Chicago Area Details
LeAnn Misko's Northern Trust Wealth Management Experience 2015 - Present
Job Senior Wealth Strategist Associate at Northern Trust Wealth Management
Industry Investment Management
Experience
Northern Trust Wealth Management   2015 - Present
Bank of America  2014 - 2014
Bank of America  2006 - 2013
Bank of America  October 2000 - May 2006
Bank of America  May 1999 - October 2000
Bank of America  February 1995 - May 1999

Skills
Asset Management, Portfolio Management, Relationship Management, Financial Services, Business Development, Marketing Strategy, Marketing Communications, Project Management, Event Management, Investments, Management, Leadership, Private Equity, Market Research, Strategy, Equities, Mutual Funds, Wealth Management

Education
The John Marshall Law School   2002 — 2004

Iowa State University   1985 — 1990
Bachelor of Science (BS), English Language and Literature, General

Brett Rees Brett Rees Washington, District Of Columbia Details
Brett Rees's Northern Trust Wealth Management Experience May 2013 - Present
Job Regional President at Northern Trust Wealth Management
Industry Financial Services
Experience
Northern Trust Wealth Management   May 2013 - Present
Northern Trust  December 2007 - May 2013
Northern Trust  June 2002 - December 2007
Northern Trust  September 1997 - June 2002
NationsBank, N.A.   April 1994 - September 1997
Bank of Boston, N.A.   October 1989 - April 1994
First Union National Bank  June 1987 - October 1989

Skills
Wealth Management, Series 7, Commercial Lending, Asset Allocation, Alternative Investments, Sales Management, Team Leadership, Strategic Communications, Series 24, Banking, Credit, Financial Services, New Business Development, Private Banking, Risk Management, Securities

Education
The University of Texas at Austin   1981 — 1986
Bachelor of Arts (B.A.), Economics

Randolph High School   1980 — 1981

Oakton High School   1978 — 1980

Brett Leonard Brett Leonard Grand Rapids, Michigan Details
Brett Leonard's Northern Trust Wealth Management Experience February 2011 - Present
Job Associate Portfolio Manager at Northern Trust
Industry Investment Management
Experience
Northern Trust Wealth Management   February 2011 - Present

Skills
Portfolio Management, Investment Management, Asset Allocation, Wealth Management

Education
Western Michigan University   2012 — 2014
Master of Business Administration (MBA), Finance

Michigan State University   2008 — 2009
Bachelor of Arts, Finance

William B. O'Leary, Jr. William B. O'Leary, Jr. Fort Lauderdale, Florida Details
William B. O'Leary, Jr.'s Northern Trust Wealth Management Experience 2014 - Present
Job Senior Investment/Banking Professional
Industry Financial Services
Experience
Northern Trust Wealth Management   2014 - Present
Northern Trust Wealth Management   2011 - 2014
Citi  1993 - 2010
PNC  1986 - 1993
BNY Mellon Wealth Management  1982 - 1986

Skills
Fixed Income, Wealth Management, Portfolio Management, Equities, Investments, Asset Managment, Mutual Funds, Derivatives, Banking, Hedge Funds, Asset Allocation, Bloomberg, Risk Management, Securities, Capital Markets, Investment Strategies, Investment Management, Financial Risk, Private Banking, Wealth Management...

Education
Fairfield University

New York University, Stern School of Business

Bryan Bethel, CFA Bryan Bethel, CFA Greater Chicago Area Details
Bryan Bethel, CFA's Northern Trust Wealth Management Experience September 2014 - Present
Job Financial Advisor at Northern Trust Securities, Inc.
Industry Financial Services
Experience
Northern Trust Wealth Management   September 2014 - Present
Northern Trust Securities, Inc  August 2010 - August 2014
Merrill Lynch  2009 - 2010

Skills
Series 7, Mutual Funds, Investments, Wealth Management, Securities, Fixed Income, Alternative Investments, Portfolio Management, Asset Allocation, Asset Management, Derivatives, Equities, Financial Modeling, Capital Markets, Financial Analysis, Bloomberg, Hedge Funds

Education
The University of Chicago - Booth School of Business   2010 — 2013
MBA, Analytical Finance/Economics

University of Wisconsin-Madison   2001 — 2006
Undergraduate, Economics, Biology

Matt Hlavacek Matt Hlavacek Greater Chicago Area Details
Matt Hlavacek's Northern Trust Wealth Management Experience December 2014 - Present
Job Account Manager Investment Management
Industry Financial Services
Experience
Northern Trust Wealth Management   December 2014 - Present
Northern Trust  October 2013 - December 2014
Neuberger Berman  July 2013 - September 2013
Levante Capital LLC   August 2008 - October 2012
Breakwater Trading  March 2008 - August 2008
Fimat  May 2007 - March 2008

Skills
Investments, Equities, Fixed Income, Alternative Investments, Superior Client Service, Financial Markets, Hedge Funds, Account Reconciliation, Options, Swaps, Risk Management, Market Analysis, Interest Rate..., Bloomberg, Securities, Valuation, Asset Management, Investment Management, Portfolio Management, Fiduciary Management

Education
University of Illinois at Urbana-Champaign   2003 — 2007
Bachelor of Arts (B.A.)

2016 Level III Candidate in the CFA Program

Caity Fisher Caity Fisher Dallas/Fort Worth Area Details
Caity Fisher's Northern Trust Wealth Management Experience October 2013 - May 2015
Job enthusiastic selfstarter looking for new opportunities
Industry
Experience
Bridal Blooms   May 2014 - Present
Northern Trust Wealth Management   October 2013 - May 2015
Omnicom Management Services  August 2012 - October 2013
Hood County Library   December 2011 - July 2012

Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Research, Customer Service, English, Outlook, Windows

Education
Tarleton State University   2007 — 2011
Bachelor's of Science, Liberal Studies- Marketing, Management, English

Kaitlyn Rossi Kaitlyn Rossi Greater Chicago Area Details
Kaitlyn Rossi's Northern Trust Wealth Management Experience August 2014 - Present
Job Credit Portfolio Manager Global Family & Private Investment Office
Industry Banking
Experience
Northern Trust Wealth Management   August 2014 - Present

Education
North Central College   2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Accounting

Sami Allam Sami Allam Greater Chicago Area Details
Sami Allam's Northern Trust Wealth Management Experience December 2013 - May 2015
Job Retail Personal Banker at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank  March 2015 - Present
Northern Trust Wealth Management   December 2013 - May 2015
Citigroup  April 2012 - November 2013

Skills
Banking, Credit, Customer Service, Financial Analysis, Loans, Retail Banking, Microsoft Office, Risk Management, Finance, Management

Education
Northeastern Illinois University   2012 — 2015
Bachelor's degree, Psychology

Linda Rojas-Noonan, Esq. Linda Rojas-Noonan, Esq. New York, New York Details
Linda Rojas-Noonan, Esq.'s Northern Trust Wealth Management Experience February 2007 - December 2008
Job Private Banking Compliance Advisor/Risk Management
Industry Law Practice
Experience
Deutsche Bank  July 2014 - Present
Federal Reserve System  January 2009 - July 2014
Northern Trust Wealth Management   February 2007 - December 2008
Brown Brothers Harriman  December 2005 - February 2007
U.S. Trust   September 2001 - December 2005
J.P. Morgan   June 1996 - August 1997
Chase  October 1992 - June 1996

Skills
Financial Services, Finance, Portfolio Management, Securities, Investments, Financial Analysis, Equities, Risk Management, Trusts, Banking, Wealth Management, Asset Management, Mutual Funds

Education
Villanova University School of Law   2007 — 2011
Master of Laws (LL.M.) in Tax, Tax Law/Taxation

Union University-Albany Law School   1997 — 2000
Juris Doctor (J.D.), Trusts and Estates

Binghamton University   1987 — 1991
Bachelor's Degree, Sociology

Pamela Buerger Pamela Buerger Tinley Park, Illinois Details
Pamela Buerger's Northern Trust Wealth Management Experience July 1987 - October 2014
Job Private Banking Associate Credit at BMO Harris Private Banking
Industry Banking
Experience
BMO Harris Private Banking  December 2014 - Present
Northern trust company  July 1987 - October 2014
Northern Trust Wealth Management   July 1987 - October 2014

Skills
Derivatives, Portfolio Management, Wealth Management, Private Banking, Investments, Credit, Banking, Equities, Asset Management, Fixed Income

Education
Governors State University   1987 — 1999
Bachelor of Arts (B.A.), Finance, General

Robert Morris University - Illinois   1986 — 1987
Associate of Science (A.S.), Busiess Administration - Sales and Marketing

Tom Kloster Tom Kloster Greater Chicago Area Details
Tom Kloster's Northern Trust Wealth Management Experience Managing DirectorOxford Financial Group, Ltd.August 2015 - Present
Job Managing Director at Oxford Financial Group, Ltd.
Industry Investment Management
Experience
Northern Trust Wealth Management   Managing DirectorOxford Financial Group, Ltd.August 2015 - Present

Education
University of Illinois at Chicago   1981 — 2013
Bachelor's degree, Economics

Timothy Wertz Timothy Wertz Durham, North Carolina Details
Timothy Wertz's Northern Trust Wealth Management Experience June 2013 - August 2013
Job
Industry Financial Services
Experience
Northern Trust Wealth Management   June 2013 - August 2013
Mint Partners   June 2013 - August 2013

Education
Duke University   2010 — 2014
Bachelor of Arts (B.A.), Public Policy Studies

The American School in London   2006 — 2010
High School

Bonnie Marks Bonnie Marks Pompano Beach, Florida Details
Bonnie Marks's Northern Trust Wealth Management Experience August 2001 - Present
Job Trust Officer at Northern Trust Company
Industry Financial Services
Experience
Northern Trust Wealth Management   August 2001 - Present
Northern Trust Company  August 2001 - Present

Education
Buffalo Grove High School

Florida Atlantic University
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, Diploma

Daun Fizer Daun Fizer United States Details
Daun Fizer's Northern Trust Wealth Management Experience September 2014 - Present
Job
Industry
Experience
Northern Trust Wealth Management   September 2014 - Present
Northern Trust Corporation  April 2004 - September 2014

Education
Keller Graduate School of Management of DeVry University
Master of Business Administration (M.B.A.)

Donna Moe Donna Moe Chicago, Illinois Details
Donna Moe's Northern Trust Wealth Management Experience June 2004 - Present
Job Second V.P Analyst Operations and Technology at Northern Trust Wealth Management
Industry Financial Services
Experience
Northern Trust Wealth Management   June 2004 - Present
Deutsche Bank/Scudder/Kemper   September 1989 - November 2003

Skills
Unix, Mainframe, IBM iSeries, Process Improvement, Process Scheduler, SDLC, Management, Disaster Recovery, Project Management

Education
DePaul University   1993 — 1995
Bachelor of Arts (BA)

Lynne Ginsberg Lynne Ginsberg Mount Prospect, Illinois Details
Lynne Ginsberg's Northern Trust Wealth Management Experience June 1998 - December 1999
Job Vice President/Investment Product Specialist at Northern Trust Asset Management
Industry Financial Services
Experience
Northern Trust Asset Management  April 2011 - Present
Northern Trust Asset Management  May 2006 - April 2011
Northern Trust Corporation  December 1999 - May 2006
Northern Trust Wealth Management   June 1998 - December 1999

Skills
Financial Analysis, Risk Management, Finance, Portfolio Management, Financial Services, Financial Modeling, Management, Wealth Management, Banking

Education
University of Illinois at Urbana-Champaign
BA Finance, BA Economics

Northern Trust Bank Gutter Northern Trust Bank Gutter Miami, Florida Details
Northern Trust Bank Gutter's Northern Trust Wealth Management Experience August 1990 - Present
Job 2nd Vice President at Northern Trust Wealth Management
Industry Financial Services
Experience
Northern Trust Wealth Management   August 1990 - Present

Education
Barry University   1989 — 1990
Bachelor's degree

Florida International University   1987 — 1989
Paralegal Certificate