Northern Trust Wealth Management
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 "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
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
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
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
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
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
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
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
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
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
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
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
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
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®
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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.
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
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
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
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
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
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
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
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
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
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
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)
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
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
Northern Trust Wealth Management September 2014 - Present
UBS October 2010 - September 2014
Janus Capital Group January 2008 - December 2010
Education
University of Colorado Boulder
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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.)
Northern Trust Wealth Management July 2015 - Present
BMO Private Banking June 2003 - July 2015
Education
Drake University 1979 — 1984
MBA, Finance
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
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
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
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
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
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
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
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
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
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
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
Northern Trust Wealth Management August 2014 - Present
Education
North Central College 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Accounting
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
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
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
Northern Trust Wealth Management Managing DirectorOxford Financial Group, Ltd.August 2015 - Present
Education
University of Illinois at Chicago 1981 — 2013
Bachelor's degree, Economics
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
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
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.)
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)
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 Wealth Management August 1990 - Present
Education
Barry University 1989 — 1990
Bachelor's degree
Florida International University 1987 — 1989
Paralegal Certificate