The First National Bank of Chicago
Industry: Retail banking company
DescriptionFirst Chicago Bank was a Chicago-based retail and commercial bank tracing its roots back to 1863. Over the years, the bank operated under several names including The First National Bank of Chicago and First Chicago NBD. Brands: First Card Founder: Edmund Aiken Founded: 1863 Successors: First Chicago Bank (1995–1998), Bank One Corporation (1998–2004), Chase Bank (2004–)
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The First National Bank of Chicago Employees
Employee
Years
Job
Industry
Jane S Carroll Jane S Carroll's The First National Bank of Chicago Experience 1985 - 1987
Job Senior Counsel at Berry Appleman & Leiden LLP
Industry Law Practice
Experience
Berry Appleman & Leiden LLP June 2014 - Present
ThoughtWorks June 2000 - June 2014
Jane Skelley Carroll, Attorney at Law 1987 - 2000
The First National Bank of Chicago 1985 - 1987
Skills
Immigration Law, Global Immigration, Legal Compliance, Legal Advice, Corporate Law, Employment Law, Business Visas, Adjustment Of Status, International Law, Immigration Issues, Employment-based..., Privacy Law, Legal Issues, Intellectual Property
Education
Loyola University Chicago School of Law 1982 — 1985
JD, Law
University of Cambridge 1978 — 1980
M.A., History
Clarke University 1974 — 1978
BA, History
Berry Appleman & Leiden LLP June 2014 - Present
ThoughtWorks June 2000 - June 2014
Jane Skelley Carroll, Attorney at Law 1987 - 2000
The First National Bank of Chicago 1985 - 1987
Skills
Immigration Law, Global Immigration, Legal Compliance, Legal Advice, Corporate Law, Employment Law, Business Visas, Adjustment Of Status, International Law, Immigration Issues, Employment-based..., Privacy Law, Legal Issues, Intellectual Property
Education
Loyola University Chicago School of Law 1982 — 1985
JD, Law
University of Cambridge 1978 — 1980
M.A., History
Clarke University 1974 — 1978
BA, History
Joseph Meyer Joseph Meyer's The First National Bank of Chicago Experience 1988 - 1990
Job VP Finance and Treasurer at TETRA Technologies, Inc.
Industry Oil & Energy
Experience
TETRA Technologies, Inc. January 2015 - Present
JBT Corporation 2008 - 2014
FMC Technologies Inc. 2001 - 2008
FMC Corporation 1996 - 2001
FMC Corporation 1995 - 1996
Wells Fargo Bank 1991 - 1994
Mellon Bank 1990 - 1991
The First National Bank of Chicago 1988 - 1990
Skills
Treasury Management, Financial Modeling, Financial Analysis, Financial Reporting, Forecasting, Cash Management, Sarbanes-Oxley Act, Cost Accounting, Managerial Finance, Internal Controls, Valuation, Mergers & Acquisitions, GAAP, SEC filings, Corporate Finance, Banking, Acquisition Integration, Portfolio Management
Education
Northwestern University J. L. Kellogg Graduate School of Management 1995 — 1998
Masters of Management, Finance
University of Illinois at Urbana-Champaign 1986 — 1988
B.S., Finance
TETRA Technologies, Inc. January 2015 - Present
JBT Corporation 2008 - 2014
FMC Technologies Inc. 2001 - 2008
FMC Corporation 1996 - 2001
FMC Corporation 1995 - 1996
Wells Fargo Bank 1991 - 1994
Mellon Bank 1990 - 1991
The First National Bank of Chicago 1988 - 1990
Skills
Treasury Management, Financial Modeling, Financial Analysis, Financial Reporting, Forecasting, Cash Management, Sarbanes-Oxley Act, Cost Accounting, Managerial Finance, Internal Controls, Valuation, Mergers & Acquisitions, GAAP, SEC filings, Corporate Finance, Banking, Acquisition Integration, Portfolio Management
Education
Northwestern University J. L. Kellogg Graduate School of Management 1995 — 1998
Masters of Management, Finance
University of Illinois at Urbana-Champaign 1986 — 1988
B.S., Finance
Elizabeth Greenwood Jackson Elizabeth Greenwood Jackson's The First National Bank of Chicago Experience 1981 - 1989
Job President/CEO, The Greenwood Group
Industry Marketing and Advertising
Experience
The Greenwood Group, LLC December 2005 - Present
American Indian Chamber of Commerce of Texas 2009 - 2011
The Greenwood Group July 1999 - December 2005
Monitor Group 1996 - 1999
Perot Systems Corporation 1989 - 1994
The First National Bank of Chicago 1981 - 1989
First National Bank in St. Louis 1977 - 1981
Skills
Strategic Planning, Advertising, Marketing Strategy, New Business Development, Marketing, Entrepreneurship, Online Advertising, Business Strategy, Direct Marketing, Product Development, Product Marketing, Trade Shows, Sales Management, Public Speaking, Social Media, Brand Development, Start-ups, Brand Management, Event Planning, Marketing Management, Social Media Marketing, Management Consulting, Email Marketing, Market Research, Fundraising, Negotiation, Strategy, Budgets, Product Management, Management, Strategic Partnerships, Account Management, Customer Service, Market Planning, Online Marketing, Contract Negotiation, Digital Marketing, Leadership, Sales, Marketing Communications, B2B, Public Relations, Consulting, Lead Generation, Event Management, Competitive Analysis, Corporate Gifts, Social Networking, Business Development, E-commerce
Education
Northwestern University - Kellogg School of Management 1982 — 1984
Master of Business Administration (MBA)
Louisiana State University 1973 — 1975
Doctor of Philosophy (Ph.D.) - ABD
University of Louisiana at Monroe 1972 — 1973
Master of Education (M.Ed.)
Missouri State University 1970 — 1972
Bachelor of Science (B.S.), Education
The Greenwood Group, LLC December 2005 - Present
American Indian Chamber of Commerce of Texas 2009 - 2011
The Greenwood Group July 1999 - December 2005
Monitor Group 1996 - 1999
Perot Systems Corporation 1989 - 1994
The First National Bank of Chicago 1981 - 1989
First National Bank in St. Louis 1977 - 1981
Skills
Strategic Planning, Advertising, Marketing Strategy, New Business Development, Marketing, Entrepreneurship, Online Advertising, Business Strategy, Direct Marketing, Product Development, Product Marketing, Trade Shows, Sales Management, Public Speaking, Social Media, Brand Development, Start-ups, Brand Management, Event Planning, Marketing Management, Social Media Marketing, Management Consulting, Email Marketing, Market Research, Fundraising, Negotiation, Strategy, Budgets, Product Management, Management, Strategic Partnerships, Account Management, Customer Service, Market Planning, Online Marketing, Contract Negotiation, Digital Marketing, Leadership, Sales, Marketing Communications, B2B, Public Relations, Consulting, Lead Generation, Event Management, Competitive Analysis, Corporate Gifts, Social Networking, Business Development, E-commerce
Education
Northwestern University - Kellogg School of Management 1982 — 1984
Master of Business Administration (MBA)
Louisiana State University 1973 — 1975
Doctor of Philosophy (Ph.D.) - ABD
University of Louisiana at Monroe 1972 — 1973
Master of Education (M.Ed.)
Missouri State University 1970 — 1972
Bachelor of Science (B.S.), Education
George Kubin George Kubin's The First National Bank of Chicago Experience January 1992 - January 1996
Job BOK Financial
Industry Financial Services
Experience
U.S. Bank September 2013 - March 2014
Deutsche Bank National Trust Company October 2012 - August 2013
Growing Revenue and Retaining Clients July 2011 - December 2012
Deutsche Bank National Trust Company January 2002 - June 2011
Wachovia Bank January 2001 - January 2002
Banc One Investment Management Group January 1996 - January 2001
The First National Bank of Chicago January 1992 - January 1996
The First National Bank of Chicago January 1987 - January 1992
The First National Bank of Chicago January 1985 - January 1987
Bank of America International January 1984 - January 1985
Skills
Client Relationship..., Client Retention, Client Service, Generating Revenue, Direct Sales, Sales Presentations, System Sales, Salesforce.com, Corporate Trust, Escrow, Securitization, Business Transactions, System Testing, Client Solutions, Innovative Problem..., Customer Relations, Bankruptcy, Investments, New Business Development, Structured Finance, Business Relationship..., Legal Documentation, Contract Negotiation, Transaction Processing, Corporate Actions, Claims Administration, Transfer Agency, Securities Operations, Process Improvement, Bonds, Sales, Securities, Investment Management, Operations Management, Cash Management, Negotiation, Risk Management, Compliance, Business Analysis, Relationship Management, Cross Selling, Treasury Management, Financial Services, Restructuring, Capital Markets, Management, Leadership, CRM, Client Services, Customer Retention
Education
DePaul University 1986 — 1989
MBA, with distinction, Finance
Drake University 1976 — 1980
BA, Journalism
U.S. Bank September 2013 - March 2014
Deutsche Bank National Trust Company October 2012 - August 2013
Growing Revenue and Retaining Clients July 2011 - December 2012
Deutsche Bank National Trust Company January 2002 - June 2011
Wachovia Bank January 2001 - January 2002
Banc One Investment Management Group January 1996 - January 2001
The First National Bank of Chicago January 1992 - January 1996
The First National Bank of Chicago January 1987 - January 1992
The First National Bank of Chicago January 1985 - January 1987
Bank of America International January 1984 - January 1985
Skills
Client Relationship..., Client Retention, Client Service, Generating Revenue, Direct Sales, Sales Presentations, System Sales, Salesforce.com, Corporate Trust, Escrow, Securitization, Business Transactions, System Testing, Client Solutions, Innovative Problem..., Customer Relations, Bankruptcy, Investments, New Business Development, Structured Finance, Business Relationship..., Legal Documentation, Contract Negotiation, Transaction Processing, Corporate Actions, Claims Administration, Transfer Agency, Securities Operations, Process Improvement, Bonds, Sales, Securities, Investment Management, Operations Management, Cash Management, Negotiation, Risk Management, Compliance, Business Analysis, Relationship Management, Cross Selling, Treasury Management, Financial Services, Restructuring, Capital Markets, Management, Leadership, CRM, Client Services, Customer Retention
Education
DePaul University 1986 — 1989
MBA, with distinction, Finance
Drake University 1976 — 1980
BA, Journalism
Ramón de la Peña Jr. Ramón de la Peña Jr.'s The First National Bank of Chicago Experience 1989 - April 1996
Job
Industry Computer Software
Experience
Oracle Corp January 2004 - Present
Hyperion Solutions January 2004 - Present
Heller Financial April 1996 - June 2002
The First National Bank of Chicago 1989 - April 1996
Education
DePaul University 2000 — 2004
MS, Information Systems
DePaul University 1995 — 1996
CCP certificate, Computer Career Program
University of Hawaii at Hilo 1985 — 1988
BBA, General Business Finance
Oracle Corp January 2004 - Present
Hyperion Solutions January 2004 - Present
Heller Financial April 1996 - June 2002
The First National Bank of Chicago 1989 - April 1996
Education
DePaul University 2000 — 2004
MS, Information Systems
DePaul University 1995 — 1996
CCP certificate, Computer Career Program
University of Hawaii at Hilo 1985 — 1988
BBA, General Business Finance
Sam Hines's The First National Bank of Chicago Experience 1978 - 1990
Job Director of Human Resources at The City of Miramar
Industry Human Resources
Experience
The City of Miramar June 2014 - Present
HR Synergies, LLC May 2010 - June 2014
CAREERXCHANGE, Inc. January 2006 - August 2009
Ryder System, Inc May 2000 - December 2002
Ryder System, Inc August 1998 - May 2000
Ryder Integrated Logistics 1994 - 1998
Ryder System, Inc 1992 - 1994
The First National Bank of Chicago 1978 - 1990
Baxter 1973 - 1978
Hamilton Sundstrand 1971 - 1973
Skills
Human Resources, Talent Acquisition, Recruiting, Executive Search, Employee Relations, Applicant Tracking..., Contract Recruitment, Talent Management, Onboarding, College Recruiting, Technical Recruiting, Resume Writing, Team Building, Workforce Planning, Staffing Services, Performance Management, Job Descriptions, Personnel Management, Screening, Management, Marketing, Employee Benefits, Leadership, Labor Relations, Business Development, Career Counseling, Succession Planning, Temporary Placement, Deferred Compensation, Benefits Administration, Career Development, Internet Recruiting, Hiring, Interviews, HR Policies, Consulting, Organizational..., Networking, Employment Law, Employee Engagement, Sourcing, New Hire Orientations, HRIS, Leadership Development, Employer Branding, HR Consulting, Screening Resumes, Benefits Negotiation, Permanent Placement, Employee Training
Education
Boston University 1985 — 1985
Executive Human Resources
Jackson State University 1964 — 1968
BA, English Literature
The City of Miramar June 2014 - Present
HR Synergies, LLC May 2010 - June 2014
CAREERXCHANGE, Inc. January 2006 - August 2009
Ryder System, Inc May 2000 - December 2002
Ryder System, Inc August 1998 - May 2000
Ryder Integrated Logistics 1994 - 1998
Ryder System, Inc 1992 - 1994
The First National Bank of Chicago 1978 - 1990
Baxter 1973 - 1978
Hamilton Sundstrand 1971 - 1973
Skills
Human Resources, Talent Acquisition, Recruiting, Executive Search, Employee Relations, Applicant Tracking..., Contract Recruitment, Talent Management, Onboarding, College Recruiting, Technical Recruiting, Resume Writing, Team Building, Workforce Planning, Staffing Services, Performance Management, Job Descriptions, Personnel Management, Screening, Management, Marketing, Employee Benefits, Leadership, Labor Relations, Business Development, Career Counseling, Succession Planning, Temporary Placement, Deferred Compensation, Benefits Administration, Career Development, Internet Recruiting, Hiring, Interviews, HR Policies, Consulting, Organizational..., Networking, Employment Law, Employee Engagement, Sourcing, New Hire Orientations, HRIS, Leadership Development, Employer Branding, HR Consulting, Screening Resumes, Benefits Negotiation, Permanent Placement, Employee Training
Education
Boston University 1985 — 1985
Executive Human Resources
Jackson State University 1964 — 1968
BA, English Literature
Steven Fercho Steven Fercho's The First National Bank of Chicago Experience 1985 - 1995
Job Executive Director International Banking at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2013 - Present
Jobs For Youth October 2012 - February 2013
Societe Generale 1995 - 2011
The First National Bank of Chicago 1985 - 1995
Deloitte Haskins & Sells 1981 - 1985
Skills
Corporate Finance, Client Relationship..., Accounting, Structured Finance, Tax, International Finance, Mergers, Creative Problem Solving, Credit Analysis, Integrity, Teamwork, Strategic Thinking, Collaborative, Capital Markets, Investment Banking, Commercial Banking, Risk Management, Restructuring, Credit, Leveraged Finance, Credit Risk, Structured Products, Bonds, Portfolio Management, Derivatives, Cash Management, Fixed Income, Investments, Financial Structuring, Strategy, Emerging Markets, Financial Services, Private Equity, Financial Markets, Equities, Banking, Financial Modeling, Mergers
Education
University of Chicago Graduate School of Business 1985 — 1987
MBA, Finance
University of Wisconsin-Madison 1977 — 1981
BBA, Accounting
J.P. Morgan May 2013 - Present
Jobs For Youth October 2012 - February 2013
Societe Generale 1995 - 2011
The First National Bank of Chicago 1985 - 1995
Deloitte Haskins & Sells 1981 - 1985
Skills
Corporate Finance, Client Relationship..., Accounting, Structured Finance, Tax, International Finance, Mergers, Creative Problem Solving, Credit Analysis, Integrity, Teamwork, Strategic Thinking, Collaborative, Capital Markets, Investment Banking, Commercial Banking, Risk Management, Restructuring, Credit, Leveraged Finance, Credit Risk, Structured Products, Bonds, Portfolio Management, Derivatives, Cash Management, Fixed Income, Investments, Financial Structuring, Strategy, Emerging Markets, Financial Services, Private Equity, Financial Markets, Equities, Banking, Financial Modeling, Mergers
Education
University of Chicago Graduate School of Business 1985 — 1987
MBA, Finance
University of Wisconsin-Madison 1977 — 1981
BBA, Accounting
Terry John Malik Terry John Malik's The First National Bank of Chicago Experience 1980 - 1985
Job Book Author Retired and enjoying Life.
Industry Information Technology and Services
Experience
Retired and enjoying Life. 2014 - Present
Johter Web Productions LLC September 2011 - Present
Guerin College Preparatory High School March 2008 - June 2010
Winston & Strawn LLP 1987 - 2008
Nachman Munitz & Sweig 1985 - 1987
The First National Bank of Chicago 1980 - 1985
The First National Bank of Chicago 1978 - 1980
Arthur Andersen 1976 - 1978
Skills
Non-profits, Administration, Strategic Planning, Restructuring, Internet web site design, Event Planning, Nonprofits, Small Business, Management, Budgets, Customer Service, Consulting, Event Management, Finance, Entrepreneurship, Strategy, Litigation, Corporate Law, Public Speaking, Marketing, Mergers & Acquisitions, Leadership
Education
Loyola University Chicago School of Law 1976 — 1980
J.D.
University of Notre Dame 1969 — 1973
B.A., English and Education
Retired and enjoying Life. 2014 - Present
Johter Web Productions LLC September 2011 - Present
Guerin College Preparatory High School March 2008 - June 2010
Winston & Strawn LLP 1987 - 2008
Nachman Munitz & Sweig 1985 - 1987
The First National Bank of Chicago 1980 - 1985
The First National Bank of Chicago 1978 - 1980
Arthur Andersen 1976 - 1978
Skills
Non-profits, Administration, Strategic Planning, Restructuring, Internet web site design, Event Planning, Nonprofits, Small Business, Management, Budgets, Customer Service, Consulting, Event Management, Finance, Entrepreneurship, Strategy, Litigation, Corporate Law, Public Speaking, Marketing, Mergers & Acquisitions, Leadership
Education
Loyola University Chicago School of Law 1976 — 1980
J.D.
University of Notre Dame 1969 — 1973
B.A., English and Education
Stefan James Stefan James's The First National Bank of Chicago Experience 1987 - 1990
Job Managing Director at Deutsche Bank Securities
Industry Financial Services
Experience
Deutsche Bank Securities April 2015 - Present
Deutsche Bank Securities June 2014 - Present
J.P. Morgan August 2011 - June 2014
Bank of America Merrill Lynch August 2006 - August 2011
JPMorgan Chase October 1998 - August 2006
Corus Bank 1997 - May 1998
Corus Financial, Inc. January 1996 - May 1998
First Chicago Capital Markets, Inc. 1990 - January 1996
The First National Bank of Chicago 1987 - 1990
The First National Bank of Chicago 1986 - 1987
Skills
Corporate Finance, Management, Banking, Leadership, Commercial Banking, Financial Services, Corporate Law, Securities, Investment Banking, Equities, Portfolio Management, Investments, Supply Chain, Hedge Funds, Private Equity
Education
Northwestern University - Kellogg School of Management 1990 — 1992
MBA, Finance, Management
Cornell University 1980 — 1984
Bachelor of Arts, History
Deutsche Bank Securities April 2015 - Present
Deutsche Bank Securities June 2014 - Present
J.P. Morgan August 2011 - June 2014
Bank of America Merrill Lynch August 2006 - August 2011
JPMorgan Chase October 1998 - August 2006
Corus Bank 1997 - May 1998
Corus Financial, Inc. January 1996 - May 1998
First Chicago Capital Markets, Inc. 1990 - January 1996
The First National Bank of Chicago 1987 - 1990
The First National Bank of Chicago 1986 - 1987
Skills
Corporate Finance, Management, Banking, Leadership, Commercial Banking, Financial Services, Corporate Law, Securities, Investment Banking, Equities, Portfolio Management, Investments, Supply Chain, Hedge Funds, Private Equity
Education
Northwestern University - Kellogg School of Management 1990 — 1992
MBA, Finance, Management
Cornell University 1980 — 1984
Bachelor of Arts, History
Ethan Miller Ethan Miller's The First National Bank of Chicago Experience 1989 - 1992
Job Vice President of Finance at The Nathan Cummings Foundation
Industry Financial Services
Experience
The Nathan Cummings Foundation 2015 - Present
GE Antares Capital 2002 - 2013
IBJ Whitehall Financial 1997 - 2002
BHF-BANK 1996 - 1997
Heller Financial 1992 - 1996
The First National Bank of Chicago 1989 - 1992
Skills
Finance, Management, Credit, Private Equity, CRM, Loans, Leadership, Budgets, Negotiation, Financial Structuring, Relationship Management, Program Management, Underwriting, Project Management, Team Management
Education
Northwestern University - Kellogg School of Management 1987 — 1989
Masters in Management, Concentrations in Finance, Accounting and Management Policy
Hobart College 1979 — 1983
Bachelor of Arts (BA), Economics
Maret School 1972 — 1979
The Nathan Cummings Foundation 2015 - Present
GE Antares Capital 2002 - 2013
IBJ Whitehall Financial 1997 - 2002
BHF-BANK 1996 - 1997
Heller Financial 1992 - 1996
The First National Bank of Chicago 1989 - 1992
Skills
Finance, Management, Credit, Private Equity, CRM, Loans, Leadership, Budgets, Negotiation, Financial Structuring, Relationship Management, Program Management, Underwriting, Project Management, Team Management
Education
Northwestern University - Kellogg School of Management 1987 — 1989
Masters in Management, Concentrations in Finance, Accounting and Management Policy
Hobart College 1979 — 1983
Bachelor of Arts (BA), Economics
Maret School 1972 — 1979
Dan Mills Dan Mills's The First National Bank of Chicago Experience 1984 - 1994
Job Director, Bates College Museum of Art
Industry Fine Art
Experience
Bates College August 2010 - Present
Dan Mills December 1981 - Present
Bucknell University July 2001 - August 2010
Gibson Gallery, State University of New York at Potsdam 1994 - 2001
The First National Bank of Chicago 1984 - 1994
Skills
Curating, Museums, Contemporary Art, Fine Art, Visual Arts, Arts Administration, Studio Art, Higher Education, Digital Photography, Fundraising, Art Exhibitions, Collage, Teaching, Museum Collections, Publishing, Art Education, Photography, Fine Art Photography, Modern Art, Art Criticism, Art Gallery, History of Art, Portrait Painting, Curatorial Projects, Pottery, Intaglio, Acrylic Painting, Abstraction, History, Graphic Design, Artists, Digital Art, Public Art, Murals, Acrylic, Art Consulting, Exhibit Design, Mixed Media, Figure Drawing, Oil Painting, Figurative Art, Darkroom, Museum Education, Adobe Creative Suite, Illustration, Watercolor, Visual Culture, Ceramic, Canvas, Video Art
Education
Northern Illinois University 1979 — 1981
MFA, Art
Rochester Institute of Technology 1974 — 1978
BFA, Art
Bates College August 2010 - Present
Dan Mills December 1981 - Present
Bucknell University July 2001 - August 2010
Gibson Gallery, State University of New York at Potsdam 1994 - 2001
The First National Bank of Chicago 1984 - 1994
Skills
Curating, Museums, Contemporary Art, Fine Art, Visual Arts, Arts Administration, Studio Art, Higher Education, Digital Photography, Fundraising, Art Exhibitions, Collage, Teaching, Museum Collections, Publishing, Art Education, Photography, Fine Art Photography, Modern Art, Art Criticism, Art Gallery, History of Art, Portrait Painting, Curatorial Projects, Pottery, Intaglio, Acrylic Painting, Abstraction, History, Graphic Design, Artists, Digital Art, Public Art, Murals, Acrylic, Art Consulting, Exhibit Design, Mixed Media, Figure Drawing, Oil Painting, Figurative Art, Darkroom, Museum Education, Adobe Creative Suite, Illustration, Watercolor, Visual Culture, Ceramic, Canvas, Video Art
Education
Northern Illinois University 1979 — 1981
MFA, Art
Rochester Institute of Technology 1974 — 1978
BFA, Art
Jonathan Hall's The First National Bank of Chicago Experience 1984 - 1990
Job Vice President, Finance and Strategy | CFO
Industry Retail
Experience
Walmart September 2006 - Present
Association for Financial Professionals November 2014 - Present
Coca-Cola Enterprises 2000 - 2006
BWAY Corporation 1997 - 2000
Sara Lee Bakery 1992 - 1997
J.I. Case Corp., Tenneco Inc. 1990 - 1992
The First National Bank of Chicago 1984 - 1990
Skills
Financial Planning &..., CFO, Strategy, Accounting, Treasury, Risk Management, Capital Markets, Leadership, Communication, Mergers & Acquisitions, Trusted Business Partner, Financial Modeling, Talent Developer, Strategic Planning, International Finance, Investor Relations, Controllership, Relationship Management, International Management, Internal Audit, Internal Controls, Business Transformation, Budgets, Forecasting, Financial Reporting, Managerial Finance, Corporate Finance, Investment Management, woking capital..., Business Planning
Education
The University of Chicago - Booth School of Business
MBA
The University of Chicago
Graduate Studies
Boston University
Bachelor of Arts (B.A.)
Walmart September 2006 - Present
Association for Financial Professionals November 2014 - Present
Coca-Cola Enterprises 2000 - 2006
BWAY Corporation 1997 - 2000
Sara Lee Bakery 1992 - 1997
J.I. Case Corp., Tenneco Inc. 1990 - 1992
The First National Bank of Chicago 1984 - 1990
Skills
Financial Planning &..., CFO, Strategy, Accounting, Treasury, Risk Management, Capital Markets, Leadership, Communication, Mergers & Acquisitions, Trusted Business Partner, Financial Modeling, Talent Developer, Strategic Planning, International Finance, Investor Relations, Controllership, Relationship Management, International Management, Internal Audit, Internal Controls, Business Transformation, Budgets, Forecasting, Financial Reporting, Managerial Finance, Corporate Finance, Investment Management, woking capital..., Business Planning
Education
The University of Chicago - Booth School of Business
MBA
The University of Chicago
Graduate Studies
Boston University
Bachelor of Arts (B.A.)
Robert Schweitzer Robert Schweitzer's The First National Bank of Chicago Experience 1985 - 1991
Job Banking Executive
Industry Investment Banking
Experience
Board of Directors January 2013 - Present
SHAY INVESTMENT SERVICES INC. 2007 - 2012
EQUINOX BANK FSB/NORTHWEST SAVINGS BANK 2004 - 2006
UNION PLANTERS BANK (now Regions Bank) 1999 - 2003
BANK OF AMERICA/NATIONSBANK/BARNETT BANK 1993 - 1999
U.S. NAVY (Active & Reserves) 1968 - 1998
COOPERS & LYBRAND 1991 - 1993
THE FIRST NATIONAL BANK OF CHICAGO 1985 - 1991
WACHOVIA CORPORATION 1975 - 1985
Skills
Banking, Due Diligence, Portfolio Management, Strategy, Credit, Finance, Asset Management, Investments, Loans, Management, Financial Modeling, Leadership, Capital Markets, Commercial Banking, Small Business Lending, Mutual Funds, Cash Management, Valuation, Trading, Real Estate, Risk Management, Budgets, Corporate Finance, Mortgage Lending, Investment Banking, Financial Structuring, Fixed Income, Executive Management, Equities, Securities, Financial Risk, Financial Analysis, Credit Analysis, Derivatives, Treasury Management, Emerging Markets, Restructuring, Strategic Financial..., Credit Risk, Investment Advisory
Education
United States Naval Academy
Bachelor of Science (B.S.)
University of North Carolina at Chapel Hill
Master of Business Administration (MBA), Finance
Board of Directors January 2013 - Present
SHAY INVESTMENT SERVICES INC. 2007 - 2012
EQUINOX BANK FSB/NORTHWEST SAVINGS BANK 2004 - 2006
UNION PLANTERS BANK (now Regions Bank) 1999 - 2003
BANK OF AMERICA/NATIONSBANK/BARNETT BANK 1993 - 1999
U.S. NAVY (Active & Reserves) 1968 - 1998
COOPERS & LYBRAND 1991 - 1993
THE FIRST NATIONAL BANK OF CHICAGO 1985 - 1991
WACHOVIA CORPORATION 1975 - 1985
Skills
Banking, Due Diligence, Portfolio Management, Strategy, Credit, Finance, Asset Management, Investments, Loans, Management, Financial Modeling, Leadership, Capital Markets, Commercial Banking, Small Business Lending, Mutual Funds, Cash Management, Valuation, Trading, Real Estate, Risk Management, Budgets, Corporate Finance, Mortgage Lending, Investment Banking, Financial Structuring, Fixed Income, Executive Management, Equities, Securities, Financial Risk, Financial Analysis, Credit Analysis, Derivatives, Treasury Management, Emerging Markets, Restructuring, Strategic Financial..., Credit Risk, Investment Advisory
Education
United States Naval Academy
Bachelor of Science (B.S.)
University of North Carolina at Chapel Hill
Master of Business Administration (MBA), Finance
Jeff Faunce Jeff Faunce's The First National Bank of Chicago Experience July 1991 - February 1996
Job Wealth Manager at BCM Wealth Management
Industry Investment Management
Experience
BCM Wealth Management July 2015 - Present
Reverie Living October 2012 - July 2015
National City Bank February 1996 - May 2009
The First National Bank of Chicago July 1991 - February 1996
Skills
Interest Rate..., Fixed Income Trading, Investment Strategies, Risk Management, Portfolio Management, Fixed Income, Capital Markets, Trading, Derivatives, Options, Bonds, Swaps, Securities
Education
The University of Chicago - Booth School of Business 1989 — 1991
MBA, Finance
Colorado College 1981 — 1985
BA, Economics
BCM Wealth Management July 2015 - Present
Reverie Living October 2012 - July 2015
National City Bank February 1996 - May 2009
The First National Bank of Chicago July 1991 - February 1996
Skills
Interest Rate..., Fixed Income Trading, Investment Strategies, Risk Management, Portfolio Management, Fixed Income, Capital Markets, Trading, Derivatives, Options, Bonds, Swaps, Securities
Education
The University of Chicago - Booth School of Business 1989 — 1991
MBA, Finance
Colorado College 1981 — 1985
BA, Economics
Jeanne Madej Jeanne Madej's The First National Bank of Chicago Experience January 1998 - January 2000
Job
Industry Financial Services
Experience
AllianceBernstein May 2002 - 2011
KPMG Consulting January 2001 - May 2002
Bank One, N.A. January 2000 - January 2001
The First National Bank Of Chicago January 1998 - January 2000
NBD Bank, N.A. June 1993 - December 1998
Education
Thunderbird School of Global Management 1991 — 1992
M.I.M.
University of Delaware 1987 — 1991
B.S. - Business Administration Finance
AllianceBernstein May 2002 - 2011
KPMG Consulting January 2001 - May 2002
Bank One, N.A. January 2000 - January 2001
The First National Bank Of Chicago January 1998 - January 2000
NBD Bank, N.A. June 1993 - December 1998
Education
Thunderbird School of Global Management 1991 — 1992
M.I.M.
University of Delaware 1987 — 1991
B.S. - Business Administration Finance
Carlos Abadi Carlos Abadi's The First National Bank of Chicago Experience September 1986 - May 1991
Job President & CEO at ACGM Abadi & Co. Global Markets
Industry Financial Services
Experience
ACGM - Abadi & Co. Global Markets June 2011 - Present
Refco Litigation Trust 2006 - Present
Refco Private Actions Trust 2006 - Present
Roubini Global Economics 2006 - Present
Abadi & Co. May 1991 - Present
Hillel International 2006 - 2013
The First National Bank of Chicago September 1986 - May 1991
Skills
Investments, Banking, Valuation, Asset Management, Portfolio Management, Capital Markets, Investment Banking, Equities, Fixed Income, Private Equity, Alternative Investments, Derivatives, Hedge Funds, Securities, Bonds, Emerging Markets
Education
Cornell University - S.C. Johnson Graduate School of Management 1984 — 1986
Master of Business Administration (MBA), Finance, General
Universidad de Buenos Aires
Masters, Industrial Engineering
Universidad de Buenos Aires
Bachelor's, Industrial Engineering
ACGM - Abadi & Co. Global Markets June 2011 - Present
Refco Litigation Trust 2006 - Present
Refco Private Actions Trust 2006 - Present
Roubini Global Economics 2006 - Present
Abadi & Co. May 1991 - Present
Hillel International 2006 - 2013
The First National Bank of Chicago September 1986 - May 1991
Skills
Investments, Banking, Valuation, Asset Management, Portfolio Management, Capital Markets, Investment Banking, Equities, Fixed Income, Private Equity, Alternative Investments, Derivatives, Hedge Funds, Securities, Bonds, Emerging Markets
Education
Cornell University - S.C. Johnson Graduate School of Management 1984 — 1986
Master of Business Administration (MBA), Finance, General
Universidad de Buenos Aires
Masters, Industrial Engineering
Universidad de Buenos Aires
Bachelor's, Industrial Engineering
Irena Zyczynski Knoff Irena Zyczynski Knoff's The First National Bank of Chicago Experience 1993 - 1997
Job Corporate Treasury/Finance | Project Management
Industry Financial Services
Experience
The Boston Consulting Group May 2013 - Present
Three Sisters LLC January 2002 - Present
Blyth Inc. March 1997 - December 2001
The First National Bank of Chicago 1993 - 1997
The First National Bank of Chicago 1990 - 1993
Skills
Treasury Management, Working Capital..., Acquisition Integration, Foreign Exchange..., Banking Relationships, Cash Flow Forecasting, Capital Structure, Ratings Agency..., Project Management, Real Estate
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Manhattan College
B.S., Business Administration
The Boston Consulting Group May 2013 - Present
Three Sisters LLC January 2002 - Present
Blyth Inc. March 1997 - December 2001
The First National Bank of Chicago 1993 - 1997
The First National Bank of Chicago 1990 - 1993
Skills
Treasury Management, Working Capital..., Acquisition Integration, Foreign Exchange..., Banking Relationships, Cash Flow Forecasting, Capital Structure, Ratings Agency..., Project Management, Real Estate
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Manhattan College
B.S., Business Administration
Lynn G Lindsay Lynn G Lindsay's The First National Bank of Chicago Experience May 1980 - October 1981
Job Owner, Coldstream LLC
Industry Nonprofit Organization Management
Experience
Saint Paul College August 2012 - Present
Metropolitan State University August 2013 - Present
College of Visual Arts August 2000 - August 2007
American National Bank & Trust Company September 1985 - July 1994
The First National Bank & Trust Company of Saint Paul November 1981 - September 1985
The First National Bank of Chicago May 1980 - October 1981
Amnesty International April 1977 - August 1978
Skills
Finance, Credit Analysis, Leadership, Accounting, Nonprofits, Loans, Non-profits, Training, Program Development, Fundraising, Strategic Planning, Microsoft Excel, Analysis, Grant Writing, Banking, Teaching, Financial Analysis, Editing, Public Speaking, Volunteer Management, Community Outreach, Research
Education
Humphrey School of Public Affairs 1990 — 1991
Mondale fellowship
Columbia University - School of International and Public Affairs 1978 — 1980
M.A.
University of Minnesota-Twin Cities 1969 — 1971
B.A.
Columbia College (NY) 1966 — 1968
Saint Paul College August 2012 - Present
Metropolitan State University August 2013 - Present
College of Visual Arts August 2000 - August 2007
American National Bank & Trust Company September 1985 - July 1994
The First National Bank & Trust Company of Saint Paul November 1981 - September 1985
The First National Bank of Chicago May 1980 - October 1981
Amnesty International April 1977 - August 1978
Skills
Finance, Credit Analysis, Leadership, Accounting, Nonprofits, Loans, Non-profits, Training, Program Development, Fundraising, Strategic Planning, Microsoft Excel, Analysis, Grant Writing, Banking, Teaching, Financial Analysis, Editing, Public Speaking, Volunteer Management, Community Outreach, Research
Education
Humphrey School of Public Affairs 1990 — 1991
Mondale fellowship
Columbia University - School of International and Public Affairs 1978 — 1980
M.A.
University of Minnesota-Twin Cities 1969 — 1971
B.A.
Columbia College (NY) 1966 — 1968
Jean Kendrick Jean Kendrick's The First National Bank of Chicago Experience 1979 - 1991
Job VPKYC Procedures Lead, Wholesale Client Onboarding
Industry Financial Services
Experience
JPMorgan Chase November 2012 - Present
CTS Holdings, Inc. November 2011 - Present
MAKE Corporation September 2010 - March 2011
Royal Bank of Scotland January 2007 - March 2010
LaSalle Bank National Association 1999 - 2007
First Chicago NBD 1993 - 1996
The First National Bank of Chicago 1979 - 1991
Skills
Leadership, Banking, Risk Management, Change Management, Process Improvement, Business Requirements, Training, Business Process, Quality Assurance, Outsourcing, Strategy, Integration, Organizational..., Governance
Education
Chicago Deming Association/Six Sigma Master’s Program 2011 — 2011
Six Sigma Green Belt Trained
Graham School of General Studies 2011 — 2011
Process Analysis & Design for Service Organizations
Villanova University 2010 — 2010
LEAN Six Sigma
MGRush Facilitation Training
University of Illinois at Urbana-Champaign
BA, Speech Communication-Interpersonal & Small Group
University of Illinois at Urbana-Champaign
M.A., Speech Communications
JPMorgan Chase November 2012 - Present
CTS Holdings, Inc. November 2011 - Present
MAKE Corporation September 2010 - March 2011
Royal Bank of Scotland January 2007 - March 2010
LaSalle Bank National Association 1999 - 2007
First Chicago NBD 1993 - 1996
The First National Bank of Chicago 1979 - 1991
Skills
Leadership, Banking, Risk Management, Change Management, Process Improvement, Business Requirements, Training, Business Process, Quality Assurance, Outsourcing, Strategy, Integration, Organizational..., Governance
Education
Chicago Deming Association/Six Sigma Master’s Program 2011 — 2011
Six Sigma Green Belt Trained
Graham School of General Studies 2011 — 2011
Process Analysis & Design for Service Organizations
Villanova University 2010 — 2010
LEAN Six Sigma
MGRush Facilitation Training
University of Illinois at Urbana-Champaign
BA, Speech Communication-Interpersonal & Small Group
University of Illinois at Urbana-Champaign
M.A., Speech Communications
Eric Reuther's The First National Bank of Chicago Experience 1998 - 2001
Job Director at Stout Risius Ross
Industry Investment Banking
Experience
Stout Risius Ross December 2013 - Present
BMO Capital Markets September 2005 - September 2013
LECG 2004 - 2005
The First National Bank of Chicago 1998 - 2001
Skills
Valuation, Corporate Finance, Private Equity, Financial Modeling, Start-ups, Due Diligence, Investment Banking, Mergers, Capital Markets, Venture Capital, M, Equities, LBO, Investments, Corporate Development, Portfolio Management, Mergers & Acquisitions, M&A experience
Education
The University of Chicago Booth School of Business 1998 — 2001
MBA, Econometrics, Finance
Washington and Lee University 1994 — 1998
BA, Economics, History
Deerfield High School
Stout Risius Ross December 2013 - Present
BMO Capital Markets September 2005 - September 2013
LECG 2004 - 2005
The First National Bank of Chicago 1998 - 2001
Skills
Valuation, Corporate Finance, Private Equity, Financial Modeling, Start-ups, Due Diligence, Investment Banking, Mergers, Capital Markets, Venture Capital, M, Equities, LBO, Investments, Corporate Development, Portfolio Management, Mergers & Acquisitions, M&A experience
Education
The University of Chicago Booth School of Business 1998 — 2001
MBA, Econometrics, Finance
Washington and Lee University 1994 — 1998
BA, Economics, History
Deerfield High School
Richard Stahl's The First National Bank of Chicago Experience September 1972 - October 1987
Job Director at EAJNet Co., Ltd.
Industry Banking
Experience
Sassafras Consulting LLC October 2007 - Present
EAJNet Co., Ltd. January 2010 - Present
Japan America Society of Minnesota (JASM) January 2008 - Present
GMAC ResCap May 2000 - September 2007
The Long-Term Credit Bank of Japan October 1987 - September 1999
The First National Bank of Chicago September 1972 - October 1987
Skills
Enterprise Risk..., Portfolio Management, Banking, Credit, Loans, Due Diligence, Governance, Business Continuity..., Africa, Risk Management, Acquisitions, Operational Risk..., Credit Risk, Financial Risk, Commercial Banking, Negotiation, Leadership, Management, Treasury Management, Finance, Credit Analysis, Financial Analysis, Commercial Lending, Restructuring, Analysis, Business Development, Underwriting, Managerial Finance, Financial Services, Structured Finance, Program Management, Corporate Finance, Capital Markets, Asset Management, Financial Modeling, Valuation, Executive Management, Relationship Management, Mortgage Lending, Investment Banking, Fixed Income, Financial Structuring, Corporate Governance, Investments, Funding, Derivatives, Market Risk, Cash Management, Operational Risk
Education
Indiana University - Kelley School of Business 1971 — 1972
MBA, Management, International Business
Indiana University School of Law—Bloomington 1968 — 1971
JD, International Business Transactions
Purdue University 1960 — 1964
BS, Agriculture
Sassafras Consulting LLC October 2007 - Present
EAJNet Co., Ltd. January 2010 - Present
Japan America Society of Minnesota (JASM) January 2008 - Present
GMAC ResCap May 2000 - September 2007
The Long-Term Credit Bank of Japan October 1987 - September 1999
The First National Bank of Chicago September 1972 - October 1987
Skills
Enterprise Risk..., Portfolio Management, Banking, Credit, Loans, Due Diligence, Governance, Business Continuity..., Africa, Risk Management, Acquisitions, Operational Risk..., Credit Risk, Financial Risk, Commercial Banking, Negotiation, Leadership, Management, Treasury Management, Finance, Credit Analysis, Financial Analysis, Commercial Lending, Restructuring, Analysis, Business Development, Underwriting, Managerial Finance, Financial Services, Structured Finance, Program Management, Corporate Finance, Capital Markets, Asset Management, Financial Modeling, Valuation, Executive Management, Relationship Management, Mortgage Lending, Investment Banking, Fixed Income, Financial Structuring, Corporate Governance, Investments, Funding, Derivatives, Market Risk, Cash Management, Operational Risk
Education
Indiana University - Kelley School of Business 1971 — 1972
MBA, Management, International Business
Indiana University School of Law—Bloomington 1968 — 1971
JD, International Business Transactions
Purdue University 1960 — 1964
BS, Agriculture
Marilyn Skony Stamm Marilyn Skony Stamm's The First National Bank of Chicago Experience August 1974 - August 1978
Job Chief Executive Officer at Stamm International Corp.
Industry Mechanical or Industrial Engineering
Experience
Stamm International Corp. May 1987 - Present
Chase Manhattan August 1984 - May 1987
Continental Grain Company August 1982 - July 1984
Marine Midland Bank August 1978 - August 1982
The First National Bank of Chicago August 1974 - August 1978
Skills
Executive Management, International Business, Manufacturing, HVAC, Strategic Planning, Business Strategy, Corporate Restructuring, New Market & Product..., Mergers & Acquisitions, Accounting, Tax, Finance, Sales, Marketing Strategy, Foreign Exchange Risk..., Treasury Management, Guest Lecturing, Public Speaking, German, Team Builder, Effective Communicator, Budgets, Management Consulting, Management
Education
Fletcher School of Law and Diplomacy 1973 — 1974
Master's degree, International Law and Finance
Northwestern University 1969 — 1973
Bachelor's degree, Political Science
Stamm International Corp. May 1987 - Present
Chase Manhattan August 1984 - May 1987
Continental Grain Company August 1982 - July 1984
Marine Midland Bank August 1978 - August 1982
The First National Bank of Chicago August 1974 - August 1978
Skills
Executive Management, International Business, Manufacturing, HVAC, Strategic Planning, Business Strategy, Corporate Restructuring, New Market & Product..., Mergers & Acquisitions, Accounting, Tax, Finance, Sales, Marketing Strategy, Foreign Exchange Risk..., Treasury Management, Guest Lecturing, Public Speaking, German, Team Builder, Effective Communicator, Budgets, Management Consulting, Management
Education
Fletcher School of Law and Diplomacy 1973 — 1974
Master's degree, International Law and Finance
Northwestern University 1969 — 1973
Bachelor's degree, Political Science
Nicholas Andrews Nicholas Andrews's The First National Bank of Chicago Experience June 1991 - September 1995
Job Product Specialist at US Endoscopy
Industry Medical Devices
Experience
US Endoscopy December 2005 - Present
McLeodUSA October 2004 - November 2005
Aim NationaLease May 1999 - October 2004
ROLLINS LEASING CORPORATION September 1995 - May 1999
THE FIRST NATIONAL BANK OF CHICAGO June 1991 - September 1995
Dominick's Finer Foods October 1985 - September 1990
Skills
Selling, Sales Operations, Sales, Medical Devices, Cold Calling, Selling Skills, Leadership, Training, New Business Development, Capital Equipment, CRM, Management, Cross-functional Team..., Sales Management
Education
DePaul University
BACHELOR OF SCIENCE, Accounting
Weber High School
Weber High School
US Endoscopy December 2005 - Present
McLeodUSA October 2004 - November 2005
Aim NationaLease May 1999 - October 2004
ROLLINS LEASING CORPORATION September 1995 - May 1999
THE FIRST NATIONAL BANK OF CHICAGO June 1991 - September 1995
Dominick's Finer Foods October 1985 - September 1990
Skills
Selling, Sales Operations, Sales, Medical Devices, Cold Calling, Selling Skills, Leadership, Training, New Business Development, Capital Equipment, CRM, Management, Cross-functional Team..., Sales Management
Education
DePaul University
BACHELOR OF SCIENCE, Accounting
Weber High School
Weber High School
Michelle Swope, CTP Michelle Swope, CTP's The First National Bank of Chicago Experience 1990 - December 1998
Job Treasury Sales Consultant
Industry Banking
Experience
JP Morgan Chase 2010 - Present
JPMorgan Chase 2007 - 2011
BankOne 1998 - 2006
The First National Bank of Chicago 1990 - December 1998
Skills
Certified Treasury..., Treasury Management, Product Management, New Product..., Cash Management Tools, Cash Management Risk..., Relationship Management, Executive Presentation..., Consultant, Trainer, Coach, Project Management, Commercial Banking, Staff Management, Price Structuring, Cost Benefit Analysis, Budgeting, Cost Reduction..., RFP, Treasury Reviews, Microsoft Word, Microsoft Excel, PowerPoint, Security Administration...
Education
Benedictine University 2005 — 2007
MBA
Hampton University 1983 — 1987
Bachelor of Science, Finance
JP Morgan Chase 2010 - Present
JPMorgan Chase 2007 - 2011
BankOne 1998 - 2006
The First National Bank of Chicago 1990 - December 1998
Skills
Certified Treasury..., Treasury Management, Product Management, New Product..., Cash Management Tools, Cash Management Risk..., Relationship Management, Executive Presentation..., Consultant, Trainer, Coach, Project Management, Commercial Banking, Staff Management, Price Structuring, Cost Benefit Analysis, Budgeting, Cost Reduction..., RFP, Treasury Reviews, Microsoft Word, Microsoft Excel, PowerPoint, Security Administration...
Education
Benedictine University 2005 — 2007
MBA
Hampton University 1983 — 1987
Bachelor of Science, Finance
Karleen Strayer Karleen Strayer's The First National Bank of Chicago Experience June 1985 - November 1992
Job TaxExempt Bond Analyst at Wilmington Trust
Industry Capital Markets
Experience
Wilmington Trust October 2011 - Present
National Public Finance Guarantee Corp. February 2009 - October 2011
MBIA Insurance Corp. 1992 - 2009
The First National Bank of Chicago June 1985 - November 1992
Education
University of Michigan - Stephen M. Ross School of Business 1983 — 1985
MBA, Finance
Nebraska Wesleyan University 1979 — 1983
BS, Economics
Wilmington Trust October 2011 - Present
National Public Finance Guarantee Corp. February 2009 - October 2011
MBIA Insurance Corp. 1992 - 2009
The First National Bank of Chicago June 1985 - November 1992
Education
University of Michigan - Stephen M. Ross School of Business 1983 — 1985
MBA, Finance
Nebraska Wesleyan University 1979 — 1983
BS, Economics
Britt Swofford Britt Swofford's The First National Bank of Chicago Experience 1977 - 2003
Job International Financial Exposure and Risk Management
Industry Financial Services
Experience
First Chicago / Bank One 1977 - 2003
The First National Bank of Chicago 1977 - 2003
Skills
Risk Management, Capital Markets, Banking, Credit Risk, Portfolio Management, Fixed Income, Equities, FX Options, Trading, Financial Markets, Investment Banking, Derivatives, Valuation, Bloomberg, Hedging, Options, Alternative Investments, Financial Structuring, Treasury Management, Trading Systems
Education
University of Maryland College Park 1968 — 1971
Economics
First Chicago / Bank One 1977 - 2003
The First National Bank of Chicago 1977 - 2003
Skills
Risk Management, Capital Markets, Banking, Credit Risk, Portfolio Management, Fixed Income, Equities, FX Options, Trading, Financial Markets, Investment Banking, Derivatives, Valuation, Bloomberg, Hedging, Options, Alternative Investments, Financial Structuring, Treasury Management, Trading Systems
Education
University of Maryland College Park 1968 — 1971
Economics
Richard Tinajero Richard Tinajero's The First National Bank of Chicago Experience December 1989 - February 1991
Job Sr. Fiduciary Officer Estates
Industry Banking
Experience
JPMorgan Chase July 1991 - March 2009
NBD Trust Company of Illinois February 1991 - July 1991
The First National Bank of Chicago December 1989 - February 1991
The First National Bank of Chicago February 1988 - December 1989
Skills
Trusts, Estate Tax Planning, Portfolio Management, Tax, Risk Management
Education
University of Illinois at Chicago 1982 — 1987
B.S., Finance
DePaul University 1984 — 1985
Accounting - Minor
JPMorgan Chase July 1991 - March 2009
NBD Trust Company of Illinois February 1991 - July 1991
The First National Bank of Chicago December 1989 - February 1991
The First National Bank of Chicago February 1988 - December 1989
Skills
Trusts, Estate Tax Planning, Portfolio Management, Tax, Risk Management
Education
University of Illinois at Chicago 1982 — 1987
B.S., Finance
DePaul University 1984 — 1985
Accounting - Minor
Kellie Rogers Kellie Rogers's The First National Bank of Chicago Experience January 1990 - June 1996
Job Registered Respiratory Therapist
Industry Hospital & Health Care
Experience
New England Tanker Chartering ("NETCO") October 2012 - Present
Universities Space Research Association May 2003 - August 2010
3Com Corporation 1997 - 2003
US Robotics / 3Com / Commworks June 1996 - December 2002
The First National Bank of Chicago January 1990 - June 1996
Goodman Manufacturing November 1988 - January 1990
Skills
Integration, Testing, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, PowerPoint, Access, Remote Access, Project Coordination, Meeting Planning, Office Administration, Technical Writing, Mechanical Ventilation, Respiratory Therapy, Respiratory Care, BLS, Intuba, Respiratory Disease, Government Procurement, Change Management, Budgets, Analysis, Deltek, Operations Management, Nonprofits, Process Scheduler, Process Improvement, Policy, Pediatrics, Proposal Writing, Spreadsheets, System Administration, Team Building, Team Leadership, Windows, Troubleshooting, Data Analysis, Fundraising, Government Contracting, Healthcare, Leadership, MS Project, Outlook, Software Documentation, Supervisory Skills, Training
Education
San Jacinto College 2010 — 2012
AAS, Business, Radiography, Respiratory Care
South Houston High School 1983 — 1987
Diploma
New England Tanker Chartering ("NETCO") October 2012 - Present
Universities Space Research Association May 2003 - August 2010
3Com Corporation 1997 - 2003
US Robotics / 3Com / Commworks June 1996 - December 2002
The First National Bank of Chicago January 1990 - June 1996
Goodman Manufacturing November 1988 - January 1990
Skills
Integration, Testing, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, PowerPoint, Access, Remote Access, Project Coordination, Meeting Planning, Office Administration, Technical Writing, Mechanical Ventilation, Respiratory Therapy, Respiratory Care, BLS, Intuba, Respiratory Disease, Government Procurement, Change Management, Budgets, Analysis, Deltek, Operations Management, Nonprofits, Process Scheduler, Process Improvement, Policy, Pediatrics, Proposal Writing, Spreadsheets, System Administration, Team Building, Team Leadership, Windows, Troubleshooting, Data Analysis, Fundraising, Government Contracting, Healthcare, Leadership, MS Project, Outlook, Software Documentation, Supervisory Skills, Training
Education
San Jacinto College 2010 — 2012
AAS, Business, Radiography, Respiratory Care
South Houston High School 1983 — 1987
Diploma
Edmond Thompson Edmond Thompson's The First National Bank of Chicago Experience 1993 - 1995
Job Executive Director at J.P. Morgan
Industry Banking
Experience
JPMorgan 2004 - Present
Banc One Capital Markets 1998 - 2004
Bank One 1995 - 1998
The First National Bank of Chicago 1993 - 1995
First Chicago Trust Company of New York (f/k/a Morgan Shareholder Services Trust Co.) 1989 - 1993
Skills
Corporate Finance, Investment Management, Capital Markets, Private Placements, Treasury Services, Commercial Banking, Asset Based Lending
Education
Pace University - Lubin School of Business 1992 — 1995
MBA, Finance
New York University - Leonard N. Stern School of Business 1984 — 1988
BS, Management, Int'l Business
W.C. Mepham H.S. 1981 — 1984
JPMorgan 2004 - Present
Banc One Capital Markets 1998 - 2004
Bank One 1995 - 1998
The First National Bank of Chicago 1993 - 1995
First Chicago Trust Company of New York (f/k/a Morgan Shareholder Services Trust Co.) 1989 - 1993
Skills
Corporate Finance, Investment Management, Capital Markets, Private Placements, Treasury Services, Commercial Banking, Asset Based Lending
Education
Pace University - Lubin School of Business 1992 — 1995
MBA, Finance
New York University - Leonard N. Stern School of Business 1984 — 1988
BS, Management, Int'l Business
W.C. Mepham H.S. 1981 — 1984
Tracy Kocourek Tracy Kocourek's The First National Bank of Chicago Experience July 1995 - November 1997
Job Senior Counsel at CDW
Industry Law Practice
Experience
CDW February 2015 - Present
Accenture September 2014 - February 2015
Accenture February 2013 - August 2014
Much Shelist August 2012 - February 2013
Accenture LLP September 2011 - August 2012
Accenture August 2007 - August 2011
LaSalle Bank Corporation November 1997 - April 2007
The First National Bank of Chicago July 1995 - November 1997
Skills
Software Licensing, Intellectual Property, Outsourcing, Data Privacy, Litigation Management, Cloud Computing, Contract Negotiation, Risk Management, Strategy, Strategic Planning, Leadership
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1991 — 1994
JD, Law
University of Wisconsin-Madison 1986 — 1990
BA, Political Science
Homewood-Flossmoor High School
CDW February 2015 - Present
Accenture September 2014 - February 2015
Accenture February 2013 - August 2014
Much Shelist August 2012 - February 2013
Accenture LLP September 2011 - August 2012
Accenture August 2007 - August 2011
LaSalle Bank Corporation November 1997 - April 2007
The First National Bank of Chicago July 1995 - November 1997
Skills
Software Licensing, Intellectual Property, Outsourcing, Data Privacy, Litigation Management, Cloud Computing, Contract Negotiation, Risk Management, Strategy, Strategic Planning, Leadership
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1991 — 1994
JD, Law
University of Wisconsin-Madison 1986 — 1990
BA, Political Science
Homewood-Flossmoor High School
Thomas Mullaney Thomas Mullaney's The First National Bank of Chicago Experience July 1965 - July 1977
Job Investment Advisor|President
Industry Investment Management
Experience
Mullaney,Keating&Wright October 1994 - Present
Shawmut Banks August 1977 - April 1993
The First National Bank of Chicago July 1965 - July 1977
USS HISSEM (DER400) June 1961 - August 1964
Skills
Investment Management, Passive equity investing, Municipal bonds, Global Asset Allocation, Portfolio Management, Asset Allocation, Economics, Bonds, Asset Managment, Mutual Funds, Risk Management
Education
The University of Chicago - Booth School of Business 1966 — 1971
MBA, Finance
Northwestern University 1964 — 1965
MA, Economics
Beloit College 1958 — 1961
BA, Economics
Mullaney,Keating&Wright October 1994 - Present
Shawmut Banks August 1977 - April 1993
The First National Bank of Chicago July 1965 - July 1977
USS HISSEM (DER400) June 1961 - August 1964
Skills
Investment Management, Passive equity investing, Municipal bonds, Global Asset Allocation, Portfolio Management, Asset Allocation, Economics, Bonds, Asset Managment, Mutual Funds, Risk Management
Education
The University of Chicago - Booth School of Business 1966 — 1971
MBA, Finance
Northwestern University 1964 — 1965
MA, Economics
Beloit College 1958 — 1961
BA, Economics
Joel Seiboldt Joel Seiboldt's The First National Bank of Chicago Experience 1981 - 1998
Job Managing Director at The Private Bank And Trust Company
Industry Investment Management
Experience
The Private Bank And Trust Company August 2010 - Present
JPMorgan Asset Management May 2005 - July 2010
JP Morgan May 2005 - July 2010
JPMorgan 1999 - 2009
The First National Bank of Chicago 1981 - 1998
Skills
Trust Administration, Portfolio Management, Specialty Asset..., Asset Management, Hedge Funds, Investments, Alternative Investments, Wealth Management, Asset Allocation, Equities, Fixed Income, Asset Managment, Leadership, Estate Planning, Securities, Management, Series 7, Risk Management, Due Diligence, Financial Analysis, Private Equity, Investment Advisory..., Mutual Funds, Investment Management, Commercial Real Estate, Banking, Capital Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1983 — 1985
Masters, Business Administration
University of Illinois at Urbana-Champaign 1977 — 1981
Bachelor of Science, Agricultural Economics
The Private Bank And Trust Company August 2010 - Present
JPMorgan Asset Management May 2005 - July 2010
JP Morgan May 2005 - July 2010
JPMorgan 1999 - 2009
The First National Bank of Chicago 1981 - 1998
Skills
Trust Administration, Portfolio Management, Specialty Asset..., Asset Management, Hedge Funds, Investments, Alternative Investments, Wealth Management, Asset Allocation, Equities, Fixed Income, Asset Managment, Leadership, Estate Planning, Securities, Management, Series 7, Risk Management, Due Diligence, Financial Analysis, Private Equity, Investment Advisory..., Mutual Funds, Investment Management, Commercial Real Estate, Banking, Capital Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1983 — 1985
Masters, Business Administration
University of Illinois at Urbana-Champaign 1977 — 1981
Bachelor of Science, Agricultural Economics
Michael Gustafson, CFP® Michael Gustafson, CFP®'s The First National Bank of Chicago Experience June 1991 - August 2001
Job Vice PresidentSenior Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management September 2012 - Present
Northern Trust August 2007 - August 2012
LaSalle Bank January 2003 - August 2007
Fifth Third Bank August 2001 - December 2002
The First National Bank of Chicago June 1991 - August 2001
Education
College for Financial Planning 1999 — 2000
CFP, Certified Fanancial Planning
University of Illinois at Urbana-Champaign 1986 — 1990
BAS, Economics
Genoa-Kingston High School 1982 — 1986
PNC Wealth Management September 2012 - Present
Northern Trust August 2007 - August 2012
LaSalle Bank January 2003 - August 2007
Fifth Third Bank August 2001 - December 2002
The First National Bank of Chicago June 1991 - August 2001
Education
College for Financial Planning 1999 — 2000
CFP, Certified Fanancial Planning
University of Illinois at Urbana-Champaign 1986 — 1990
BAS, Economics
Genoa-Kingston High School 1982 — 1986
Steven Michalicek's The First National Bank of Chicago Experience 1976 - 1989
Job Senior Partner & CoFounder
Industry Investment Banking
Experience
Greentree Partners LLC November 1996 - Present
Green Room Press, Inc August 2013 - Present
Heuer Publishing February 2003 - Present
Brooklyn Publishers June 2006 - Present
G E Capital 1987 - 1993
The First National Bank of Chicago 1976 - 1989
Skills
Corporate Finance, Equities, Strategic Planning, New Business Development, Mergers & Acquisitions, Mergers, Project Finance, Finance, Business Planning, Private Equity, Investments, Accounting, Venture Capital, Credit Analysis, Valuation, Credit, Start-ups
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
University of Iowa
Bachelor of Business Administration (BBA), Financial Economies
Greentree Partners LLC November 1996 - Present
Green Room Press, Inc August 2013 - Present
Heuer Publishing February 2003 - Present
Brooklyn Publishers June 2006 - Present
G E Capital 1987 - 1993
The First National Bank of Chicago 1976 - 1989
Skills
Corporate Finance, Equities, Strategic Planning, New Business Development, Mergers & Acquisitions, Mergers, Project Finance, Finance, Business Planning, Private Equity, Investments, Accounting, Venture Capital, Credit Analysis, Valuation, Credit, Start-ups
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
University of Iowa
Bachelor of Business Administration (BBA), Financial Economies
Terry Calhoun Terry Calhoun's The First National Bank of Chicago Experience January 1982 - December 1985
Job Owner, Managing Partner
Industry Financial Services
Experience
Terry Calhoun & Associates January 1988 - Present
Bell & Howell January 1986 - December 1987
The First National Bank of Chicago January 1982 - December 1985
Education
National Louis University 1985 — 1987
Loyola University Chicago 1981 — 1985
Business
CPS
Terry Calhoun & Associates January 1988 - Present
Bell & Howell January 1986 - December 1987
The First National Bank of Chicago January 1982 - December 1985
Education
National Louis University 1985 — 1987
Loyola University Chicago 1981 — 1985
Business
CPS
Jeff Bucaro Jeff Bucaro's The First National Bank of Chicago Experience 1992 - 1995
Job Executive Vice President at Aries Capital, LLC
Industry Financial Services
Experience
Aries Capital, LLC June 2006 - Present
ABN AMRO July 1995 - January 2004
LaSalle Bank July 1995 - January 2004
LaSalle 1995 - 2004
LASALLE BANK CORPORATION (formerly named ABN AMRO N.A.) 1995 - 2004
Bank of America - LaSalle Bank 1995 - 2004
The First National Bank of Chicago 1992 - 1995
Gary-Wheaton Bank December 1984 - September 1992
Skills
Hotel Financing, Office Building..., Joint Venture..., Historic Tax Credit..., Multifamily Financing, Retail Financing, Industrial Financing, New Markets Tax Credit..., Mezzanine Debt, CMBS Executions, Discounted Pay Off..., Note Acquisitions, CMBS, Real Estate, Joint Ventures, Mezzanine, Financial Structuring, Investments, Acquisitions, Finance, Mortgage Lending, Commercial Real Estate, Real Estate Economics, Hedge Funds, Investment Banking, Commercial Banking, Equities, Loans, Underwriting, Investment Properties, Brokerage, Leases, Real Estate Development, Commercial Lending, Credit, Portfolio Management, Due Diligence, Real Estate Financing, Commercial Mortgages, Disposition
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2007
MBA, Commercial Real Estate Finance and Investment
Cornell University 2012 — 2013
Certificate in Hotel Real Estate Investments and Asset Management, School of Hotel Administration
Aries Capital, LLC June 2006 - Present
ABN AMRO July 1995 - January 2004
LaSalle Bank July 1995 - January 2004
LaSalle 1995 - 2004
LASALLE BANK CORPORATION (formerly named ABN AMRO N.A.) 1995 - 2004
Bank of America - LaSalle Bank 1995 - 2004
The First National Bank of Chicago 1992 - 1995
Gary-Wheaton Bank December 1984 - September 1992
Skills
Hotel Financing, Office Building..., Joint Venture..., Historic Tax Credit..., Multifamily Financing, Retail Financing, Industrial Financing, New Markets Tax Credit..., Mezzanine Debt, CMBS Executions, Discounted Pay Off..., Note Acquisitions, CMBS, Real Estate, Joint Ventures, Mezzanine, Financial Structuring, Investments, Acquisitions, Finance, Mortgage Lending, Commercial Real Estate, Real Estate Economics, Hedge Funds, Investment Banking, Commercial Banking, Equities, Loans, Underwriting, Investment Properties, Brokerage, Leases, Real Estate Development, Commercial Lending, Credit, Portfolio Management, Due Diligence, Real Estate Financing, Commercial Mortgages, Disposition
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2007
MBA, Commercial Real Estate Finance and Investment
Cornell University 2012 — 2013
Certificate in Hotel Real Estate Investments and Asset Management, School of Hotel Administration
CT Bouchard CT Bouchard's The First National Bank of Chicago Experience September 1978 - July 1996
Job Chairman of the Board and Chief Executive Officer at Real Industry, Inc. (NASDAQ; RELY)
Industry Automotive
Experience
Real Industry, Inc. (NASDAQ: RELY) June 2013 - Present
Cambelle-Inland January 2013 - Present
Shale-Inland March 2010 - 2013
Esmark Inc July 2003 - August 2008
NumeriX September 1998 - March 2003
The First National Bank of Chicago September 1978 - July 1996
Skills
Strategic Planning, Steel, Operations Management, Negotiation, Manufacturing, Financial Analysis, Stainless Steel, Procurement, New Business Development, Business Strategy, Mergers & Acquisitions, Metals, Inventory Management, Investments, Contract Negotiation, Trading, Team Building, Business Planning, Entrepreneurship, Budgets, International Business, Risk Management, Process Improvement, Start-ups, Management, Business Development, Strategy, Executive Management, Sales Management, Forecasting, Purchasing, Financial Modeling, Leadership, Pricing, Process Engineering, P&L Management, Competitive Analysis, Strategic Financial..., Marketing Strategy, Analysis, Private Equity, Venture Capital, Due Diligence, Turn Around Management, Corporate Finance, Management Consulting, Restructuring, Investor Relations, Acquisition Integration, Financial Planning
Education
University of Chicago 1978 — 1980
MBA, Finance
Illinois State University 1974 — 1978
MA, MS, Social Sciences and Economics
Hinsdale Central Township High school 1967 — 1971
Duke University
Real Industry, Inc. (NASDAQ: RELY) June 2013 - Present
Cambelle-Inland January 2013 - Present
Shale-Inland March 2010 - 2013
Esmark Inc July 2003 - August 2008
NumeriX September 1998 - March 2003
The First National Bank of Chicago September 1978 - July 1996
Skills
Strategic Planning, Steel, Operations Management, Negotiation, Manufacturing, Financial Analysis, Stainless Steel, Procurement, New Business Development, Business Strategy, Mergers & Acquisitions, Metals, Inventory Management, Investments, Contract Negotiation, Trading, Team Building, Business Planning, Entrepreneurship, Budgets, International Business, Risk Management, Process Improvement, Start-ups, Management, Business Development, Strategy, Executive Management, Sales Management, Forecasting, Purchasing, Financial Modeling, Leadership, Pricing, Process Engineering, P&L Management, Competitive Analysis, Strategic Financial..., Marketing Strategy, Analysis, Private Equity, Venture Capital, Due Diligence, Turn Around Management, Corporate Finance, Management Consulting, Restructuring, Investor Relations, Acquisition Integration, Financial Planning
Education
University of Chicago 1978 — 1980
MBA, Finance
Illinois State University 1974 — 1978
MA, MS, Social Sciences and Economics
Hinsdale Central Township High school 1967 — 1971
Duke University
Anita Durigan Anita Durigan's The First National Bank of Chicago Experience 1985 - 1991
Job Registered Nurse at Warren Barr Lincolnshire
Industry Hospital & Health Care
Experience
Warren Barr - Lincolnshire August 2014 - Present
The First National Bank of Chicago 1985 - 1991
The First National Bank of Chicago 1982 - 1985
Skills
Nursing, Patient Advocacy, Time Management, Medication..., IV administration, Wound Care, Decision Making, Reasoning Skills, Medical Terminology, Citrix, Epic Systems, Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, PowerPoint, Office Administration, Data Entry, Access
Education
College of Lake County 2009 — 2014
Associate's Degree of Applied Science, Nursing, Honors
Robert Morris College 1981 — 1982
Certificate, Secretarial Science
Warren Barr - Lincolnshire August 2014 - Present
The First National Bank of Chicago 1985 - 1991
The First National Bank of Chicago 1982 - 1985
Skills
Nursing, Patient Advocacy, Time Management, Medication..., IV administration, Wound Care, Decision Making, Reasoning Skills, Medical Terminology, Citrix, Epic Systems, Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, PowerPoint, Office Administration, Data Entry, Access
Education
College of Lake County 2009 — 2014
Associate's Degree of Applied Science, Nursing, Honors
Robert Morris College 1981 — 1982
Certificate, Secretarial Science
Lisa L. Miceli Lisa L. Miceli's The First National Bank of Chicago Experience September 1990 - June 1994
Job Broker Associate at Jameson Sotheby's International Realty
Industry Real Estate
Experience
Jameson Sotheby's International Realty January 2015 - Present
Platinum Coast Financial October 2008 - Present
Coldwell Banker Real Estate May 2011 - January 2015
The First National Bank of Chicago September 1990 - June 1994
The First National Bank of Chicago December 1988 - October 1990
Reed & Carnrick Pharmaceuticals June 1987 - October 1988
Leo Burnett January 1985 - May 1987
Skills
Fundraising, Public Speaking, Nonprofits, Community Development, Community Outreach, Volunteer Management, Team Leadership, Strategic Planning, Marketing Strategy, Social Media Marketing, Philanthropy, Event Planning, Grants, Leadership Development, Sales, Management, Copywriting, Training, Research, Program Development, Editing, Presentation Development, Building Relationships, Real Estate, Property Management, First Time Home Buyers, Investment Properties, Residential Homes, Condos, Single Family Homes, Negotiation
Education
Northern Illinois University 1980 — 1984
Bachelor's degree, Journalism/Advertising, minor Residential Design
Jameson Sotheby's International Realty January 2015 - Present
Platinum Coast Financial October 2008 - Present
Coldwell Banker Real Estate May 2011 - January 2015
The First National Bank of Chicago September 1990 - June 1994
The First National Bank of Chicago December 1988 - October 1990
Reed & Carnrick Pharmaceuticals June 1987 - October 1988
Leo Burnett January 1985 - May 1987
Skills
Fundraising, Public Speaking, Nonprofits, Community Development, Community Outreach, Volunteer Management, Team Leadership, Strategic Planning, Marketing Strategy, Social Media Marketing, Philanthropy, Event Planning, Grants, Leadership Development, Sales, Management, Copywriting, Training, Research, Program Development, Editing, Presentation Development, Building Relationships, Real Estate, Property Management, First Time Home Buyers, Investment Properties, Residential Homes, Condos, Single Family Homes, Negotiation
Education
Northern Illinois University 1980 — 1984
Bachelor's degree, Journalism/Advertising, minor Residential Design
David Geifman's The First National Bank of Chicago Experience June 1989 - April 2000
Job Senior Vice President at GCM Grosvenor
Industry Investment Management
Experience
GCM Grosvenor October 2011 - Present
Geifman/First Equity Companies December 1989 - Present
Highpoint Realty Capital, LLC March 2011 - October 2011
Federal Reserve Bank of Chicago November 2009 - September 2011
my own company April 2009 - November 2009
JPMorgan April 2007 - April 2009
JP Morgan August 2002 - 2009
JPMorgan June 2000 - April 2007
Bank One 2000 - 2004
The First National Bank of Chicago June 1989 - April 2000
Skills
Derivatives, Portfolio Management
Education
The University of Chicago Booth School of Business 1993 — 1996
MBA, Finance / Statistics
University of Illinois at Urbana-Champaign 1985 — 1989
BA, Finance, Political Science
GCM Grosvenor October 2011 - Present
Geifman/First Equity Companies December 1989 - Present
Highpoint Realty Capital, LLC March 2011 - October 2011
Federal Reserve Bank of Chicago November 2009 - September 2011
my own company April 2009 - November 2009
JPMorgan April 2007 - April 2009
JP Morgan August 2002 - 2009
JPMorgan June 2000 - April 2007
Bank One 2000 - 2004
The First National Bank of Chicago June 1989 - April 2000
Skills
Derivatives, Portfolio Management
Education
The University of Chicago Booth School of Business 1993 — 1996
MBA, Finance / Statistics
University of Illinois at Urbana-Champaign 1985 — 1989
BA, Finance, Political Science
Thomas Mayo Thomas Mayo's The First National Bank of Chicago Experience 1979 - 1996
Job Director of the Culver Fund
Industry Fund-Raising
Experience
Culver Academies March 2012 - Present
Swift Commercial Real Estate Finance April 2009 - January 2011
Swift Insurance Brokers January 1998 - April 2009
Cameron General Corporation May 2002 - June 2008
CMA Holdings January 1996 - January 1998
The First National Bank of Chicago 1979 - 1996
Skills
Trading, Loans, Business Development, Underwriting, Financial Structuring, Insurance Brokerage, Credit, Nonprofits, Risk Management, Mergers & Acquisitions, Portfolio Management, Marketing, Insurance, Finance, Strategy, Leadership, Valuation, Corporate Finance, Real Estate, Strategic Planning
Education
The University of Chicago Booth School of Business 1979 — 1983
MBA, Finance
University of North Carolina at Chapel Hill 1975 — 1979
BA, English-with highest honors
Culver Military Academy 1971 — 1975
Culver Academies March 2012 - Present
Swift Commercial Real Estate Finance April 2009 - January 2011
Swift Insurance Brokers January 1998 - April 2009
Cameron General Corporation May 2002 - June 2008
CMA Holdings January 1996 - January 1998
The First National Bank of Chicago 1979 - 1996
Skills
Trading, Loans, Business Development, Underwriting, Financial Structuring, Insurance Brokerage, Credit, Nonprofits, Risk Management, Mergers & Acquisitions, Portfolio Management, Marketing, Insurance, Finance, Strategy, Leadership, Valuation, Corporate Finance, Real Estate, Strategic Planning
Education
The University of Chicago Booth School of Business 1979 — 1983
MBA, Finance
University of North Carolina at Chapel Hill 1975 — 1979
BA, English-with highest honors
Culver Military Academy 1971 — 1975
Timothy Mayes's The First National Bank of Chicago Experience June 1975 - January 1986
Job Investor at SoloInsight Inc.
Industry Internet
Experience
SoloInsight Inc. 2015 - Present
AZ Bidder LLC June 2010 - Present
Residential Dynamics Group LLC January 2008 - December 2012
Citigroup June 1989 - June 2005
Citibank 1989 - 2005
Citicorp 1989 - 2005
The Balcor Compay May 1987 - May 1989
Bear Stearns January 1986 - June 1987
The First National Bank of Chicago June 1975 - January 1986
Skills
Negotiation, Asset Managment, Real Estate, Property Management, Investments, Property, Foreclosures, Investors, Investment Banking, Credit, Investment Management, Private Equity, Due Diligence, Investment Properties, Structured Finance, Banking, Management, Asset Management, Financial Structuring, Real Estate Economics, Valuation, Real Estate Financing, Acquisitions
Education
The University of Chicago 2005 — 2008
MLA, Liberal Arts
University of Pennsylvania - The Wharton School 1972 — 1973
MBA, Finance
Ripon College 1969 — 1972
AB, Philosophy, Economics
Morgan Park High School 1965 — 1969
Diploma
SoloInsight Inc. 2015 - Present
AZ Bidder LLC June 2010 - Present
Residential Dynamics Group LLC January 2008 - December 2012
Citigroup June 1989 - June 2005
Citibank 1989 - 2005
Citicorp 1989 - 2005
The Balcor Compay May 1987 - May 1989
Bear Stearns January 1986 - June 1987
The First National Bank of Chicago June 1975 - January 1986
Skills
Negotiation, Asset Managment, Real Estate, Property Management, Investments, Property, Foreclosures, Investors, Investment Banking, Credit, Investment Management, Private Equity, Due Diligence, Investment Properties, Structured Finance, Banking, Management, Asset Management, Financial Structuring, Real Estate Economics, Valuation, Real Estate Financing, Acquisitions
Education
The University of Chicago 2005 — 2008
MLA, Liberal Arts
University of Pennsylvania - The Wharton School 1972 — 1973
MBA, Finance
Ripon College 1969 — 1972
AB, Philosophy, Economics
Morgan Park High School 1965 — 1969
Diploma
Jeanne Ryan Jeanne Ryan's The First National Bank of Chicago Experience May 1990 - January 1992
Job Pricing and Sales Support Analyst at PNC Mortgage
Industry Banking
Experience
PNC Mortgage November 2009 - Present
Washington Mutual (f.k February 2007 - September 2008
Washington Mutual October 2002 - June 2006
Washington Mutual (f.k.a. PNC Mortgage) June 2000 - October 2002
PNC Mortgage (purchased by Washington Mutual) May 1996 - June 2000
The First National Bank of Chicago (n.k January 1992 - May 1996
The First National Bank of Chicago May 1990 - January 1992
Skills
Mortgage Lending, Mortgage Banking, Credit, Loans, Banking, Sales, Management, Leadership, Finance, Software Documentation, Customer Service, Training, Refinance, Marketing, Risk Management, Residential Mortgages, Cross-functional Team...
Education
Loyola University Chicago 1982 — 1987
Bachelor of Science, Psychology (Social Science)
PNC Mortgage November 2009 - Present
Washington Mutual (f.k February 2007 - September 2008
Washington Mutual October 2002 - June 2006
Washington Mutual (f.k.a. PNC Mortgage) June 2000 - October 2002
PNC Mortgage (purchased by Washington Mutual) May 1996 - June 2000
The First National Bank of Chicago (n.k January 1992 - May 1996
The First National Bank of Chicago May 1990 - January 1992
Skills
Mortgage Lending, Mortgage Banking, Credit, Loans, Banking, Sales, Management, Leadership, Finance, Software Documentation, Customer Service, Training, Refinance, Marketing, Risk Management, Residential Mortgages, Cross-functional Team...
Education
Loyola University Chicago 1982 — 1987
Bachelor of Science, Psychology (Social Science)
Richard Ponski's The First National Bank of Chicago Experience 1989 - 1996
Job Director at Cambridge Partners & Associates, Inc.
Industry Financial Services
Experience
Cambridge Partners & Associates, Inc. October 2005 - Present
Marshall & Stevens Incorporated March 1997 - September 2005
Berger Goldstein & Company 1996 - 1997
The First National Bank of Chicago 1989 - 1996
Laventhol & Horwath 1985 - 1989
Touche Ross & Company 1983 - 1984
Sargent & Lundy 1977 - 1983
Education
DePaul University 1978 — 1983
MBA
University of Michigan 1976 — 1977
MSME
University of Michigan 1972 — 1976
BSME
University of Illinois at Chicago 1970 — 1972
MBA
Cambridge Partners & Associates, Inc. October 2005 - Present
Marshall & Stevens Incorporated March 1997 - September 2005
Berger Goldstein & Company 1996 - 1997
The First National Bank of Chicago 1989 - 1996
Laventhol & Horwath 1985 - 1989
Touche Ross & Company 1983 - 1984
Sargent & Lundy 1977 - 1983
Education
DePaul University 1978 — 1983
MBA
University of Michigan 1976 — 1977
MSME
University of Michigan 1972 — 1976
BSME
University of Illinois at Chicago 1970 — 1972
MBA
John Dilenschneider's The First National Bank of Chicago Experience 1979 - 1987
Job CEO, WebQA
Industry Information Technology and Services
Experience
WebQA 2004 - Present
Anexsys. LLC 2002 - 2004
Project Management Partners 1997 - 2002
ICG Consulting 1990 - 2000
Ameritech Information Systems 1988 - 1990
Touche Ross 1987 - 1988
The First National Bank of Chicago 1979 - 1987
Education
DePaul University
MS with Distinction, Computer Science
The University of Chicago 1979 — 1981
MBA, Finance and Marketing
University of Notre Dame 1975 — 1979
BA with Honors, American Studies and Spanish
WebQA 2004 - Present
Anexsys. LLC 2002 - 2004
Project Management Partners 1997 - 2002
ICG Consulting 1990 - 2000
Ameritech Information Systems 1988 - 1990
Touche Ross 1987 - 1988
The First National Bank of Chicago 1979 - 1987
Education
DePaul University
MS with Distinction, Computer Science
The University of Chicago 1979 — 1981
MBA, Finance and Marketing
University of Notre Dame 1975 — 1979
BA with Honors, American Studies and Spanish
Timm Reynolds's The First National Bank of Chicago Experience April 1969 - January 1992
Job Former executive at various firms
Industry Biotechnology
Experience
Various Firms January 2011 - Present
Alpha Capital Partners May 2006 - Present
Horizon Genetics, Inc. July 1999 - June 2008
Intesa Sanpaolo January 1992 - July 1999
The First National Bank of Chicago April 1969 - January 1992
Skills
Private Equity, Venture Capital, Financial Structuring, Mergers & Acquisitions, Investments, Due Diligence, Corporate Finance, Executive Management, Loans, Financial Modeling, Strategy, Valuation, Investment Banking, Corporate Development, Private Placements, Strategic Planning
Education
The University of Chicago Booth School of Business 1969 — 1972
MBA, Finance
Brown University 1964 — 1968
A. B., History, Political Science, English
Various Firms January 2011 - Present
Alpha Capital Partners May 2006 - Present
Horizon Genetics, Inc. July 1999 - June 2008
Intesa Sanpaolo January 1992 - July 1999
The First National Bank of Chicago April 1969 - January 1992
Skills
Private Equity, Venture Capital, Financial Structuring, Mergers & Acquisitions, Investments, Due Diligence, Corporate Finance, Executive Management, Loans, Financial Modeling, Strategy, Valuation, Investment Banking, Corporate Development, Private Placements, Strategic Planning
Education
The University of Chicago Booth School of Business 1969 — 1972
MBA, Finance
Brown University 1964 — 1968
A. B., History, Political Science, English
Grant Essex's The First National Bank of Chicago Experience January 1975 - January 1986
Job WadeEssex Bank Advisors, Inc.
Industry Banking
Experience
Wade-Essex Bank Advisors, Inc. June 2010 - Present
CECO Management Consultants December 2009 - Present
Stewart Long & Associates July 2010 - January 2011
MMC Group LLP December 2009 - August 2010
Rocky Mountain Ski & Patio, Inc July 2001 - March 2009
Milton National Bank June 1993 - September 1999
The Chattahoochee Bank January 1989 - January 1993
The Buckhead Bank January 1986 - January 1989
First National Bank of Chicago January 1982 - January 1986
The First National Bank of Chicago January 1975 - January 1986
Skills
Strategic Planning, Budgets, Business Development, Portfolio Management, Accounting, Asset Managment, Finance, Acquisition Integration, Business Planning, Financial Analysis, Due Diligence, Financial Modeling, Insurance, New Business Development, Leadership, Negotiation, Change Management, Process Improvement, Marketing, Small Business Lending, Risk Management, Asset Management
Education
Georgia College and State University 1964 — 1967
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Emory University
Advanced Management Program
Wade-Essex Bank Advisors, Inc. June 2010 - Present
CECO Management Consultants December 2009 - Present
Stewart Long & Associates July 2010 - January 2011
MMC Group LLP December 2009 - August 2010
Rocky Mountain Ski & Patio, Inc July 2001 - March 2009
Milton National Bank June 1993 - September 1999
The Chattahoochee Bank January 1989 - January 1993
The Buckhead Bank January 1986 - January 1989
First National Bank of Chicago January 1982 - January 1986
The First National Bank of Chicago January 1975 - January 1986
Skills
Strategic Planning, Budgets, Business Development, Portfolio Management, Accounting, Asset Managment, Finance, Acquisition Integration, Business Planning, Financial Analysis, Due Diligence, Financial Modeling, Insurance, New Business Development, Leadership, Negotiation, Change Management, Process Improvement, Marketing, Small Business Lending, Risk Management, Asset Management
Education
Georgia College and State University 1964 — 1967
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Emory University
Advanced Management Program
Krys Szremski's The First National Bank of Chicago Experience 1988 - 1995
Job Vice President at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase July 1988 - Present
Deutsche Bank 1995 - 1996
The First National Bank of Chicago 1988 - 1995
Skills
Banking, Portfolio Management, Credit, Risk Management, Investments, Investment Banking, Capital Markets, Financial Analysis, Commercial Banking
Education
University of Michigan - Stephen M. Ross School of Business 1986 — 1988
Warsaw School of Economics 1977 — 1981
Foreign Trade
II LO Wroclaw
JPMorgan Chase July 1988 - Present
Deutsche Bank 1995 - 1996
The First National Bank of Chicago 1988 - 1995
Skills
Banking, Portfolio Management, Credit, Risk Management, Investments, Investment Banking, Capital Markets, Financial Analysis, Commercial Banking
Education
University of Michigan - Stephen M. Ross School of Business 1986 — 1988
Warsaw School of Economics 1977 — 1981
Foreign Trade
II LO Wroclaw
James Van Duerm's The First National Bank of Chicago Experience 1976 - 1990
Job Retired at N/a
Industry Financial Services
Experience
N/a May 2012 - Present
JPMorgan 1976 - May 2012
Bank One 1998 - 2002
First Chicago NBD 1990 - 1998
The First National Bank of Chicago 1976 - 1990
Skills
Estate Planning, Taxation, Fiduciary,...
Education
DePaul University College of Law 1980 — 1985
LLM, Taxation
DePaul University College of Law 1973 — 1976
Doctor of Law (JD)
N/a May 2012 - Present
JPMorgan 1976 - May 2012
Bank One 1998 - 2002
First Chicago NBD 1990 - 1998
The First National Bank of Chicago 1976 - 1990
Skills
Estate Planning, Taxation, Fiduciary,...
Education
DePaul University College of Law 1980 — 1985
LLM, Taxation
DePaul University College of Law 1973 — 1976
Doctor of Law (JD)
Cynthia Phillips Meyer's The First National Bank of Chicago Experience 1992 - 2000
Job Senior Managing Consultant at MasterCard Advisors
Industry Financial Services
Experience
MasterCard Advisors September 2011 - Present
CPMeyer Consulting March 2003 - August 2011
Bank One 1998 - 2002
The First National Bank of Chicago 1992 - 2000
The First National Bank of Chicago 1990 - 1992
The First National Bank of Chicago 1984 - 1990
Skills
Product Management, Credit Cards, Consulting, Cash Management
Education
Cornell University - S.C. Johnson Graduate School of Management 1982 — 1984
Master of Business Administration (MBA), Finance, General
Cornell University 1975 — 1979
B.S., Agricultural Economics
MasterCard Advisors September 2011 - Present
CPMeyer Consulting March 2003 - August 2011
Bank One 1998 - 2002
The First National Bank of Chicago 1992 - 2000
The First National Bank of Chicago 1990 - 1992
The First National Bank of Chicago 1984 - 1990
Skills
Product Management, Credit Cards, Consulting, Cash Management
Education
Cornell University - S.C. Johnson Graduate School of Management 1982 — 1984
Master of Business Administration (MBA), Finance, General
Cornell University 1975 — 1979
B.S., Agricultural Economics
Joe Caruso's The First National Bank of Chicago Experience September 1979 - June 1987
Job Partner at Franklin Partners Inc.
Industry Investment Banking
Experience
Franklin Partners, Inc. June 2001 - Present
Piper Jaffray, Inc. July 1989 - June 2001
General Electric Capital Corporation June 1987 - June 1989
The First National Bank of Chicago September 1979 - June 1987
Argonne National Laboratory September 1976 - September 1979
Skills
Financial Modeling, Mergers & Acquisitions, Business Strategy, Start-ups, Divestitures, LBO, Corporate Development, Strategy, Private Equity, Mergers, Capital Markets, Valuation, Venture Capital, Financial Analysis, Corporate Finance, Due Diligence, Entrepreneurship, Investment Banking, Restructuring
Education
The University of Chicago Booth School of Business 1978 — 1980
Master of Business Administration (M.B.A.), Finance and Economics
Saint Bonaventure University 1974 — 1976
Bachelor of Science (B.S.), Economics and Mathematics
Franklin Partners, Inc. June 2001 - Present
Piper Jaffray, Inc. July 1989 - June 2001
General Electric Capital Corporation June 1987 - June 1989
The First National Bank of Chicago September 1979 - June 1987
Argonne National Laboratory September 1976 - September 1979
Skills
Financial Modeling, Mergers & Acquisitions, Business Strategy, Start-ups, Divestitures, LBO, Corporate Development, Strategy, Private Equity, Mergers, Capital Markets, Valuation, Venture Capital, Financial Analysis, Corporate Finance, Due Diligence, Entrepreneurship, Investment Banking, Restructuring
Education
The University of Chicago Booth School of Business 1978 — 1980
Master of Business Administration (M.B.A.), Finance and Economics
Saint Bonaventure University 1974 — 1976
Bachelor of Science (B.S.), Economics and Mathematics
Ray Rusnak's The First National Bank of Chicago Experience 1966 - 1998
Job Retired
Industry Banking
Experience
Bank of America December 2008 - April 2009
LaSalle Bank/ABN Amro 1999 - 2009
LaSalle Bank February 1998 - February 2008
LaSalle Bank / ABN AMRO in Chicago / Amsterdam 1998 - 2008
LaSalle Bank NA / ABN AMRO 1998 - 2008
Lasalle/Bank of America 1998 - 2008
ABN AMRO / LaSalle Bank N.A. 1997 - 2008
LaSalle/ABN AMRO 1997 - 2007
First Chicago NBD 1966 - 1998
The First National Bank of Chicago 1966 - 1998
Skills
New Business Development, Commercial Banking, Credit, Commercial Lending, Banking, Loans, Credit Analysis, Credit Risk, Portfolio Management, Risk Management, Asset Based Lending, Financial Analysis, Financial Risk, Corporate Finance
Education
Harvard Business School 1964 — 1966
University of Michigan 1960 — 1966
Bachelor of Arts (B.A.), History
Bank of America December 2008 - April 2009
LaSalle Bank/ABN Amro 1999 - 2009
LaSalle Bank February 1998 - February 2008
LaSalle Bank / ABN AMRO in Chicago / Amsterdam 1998 - 2008
LaSalle Bank NA / ABN AMRO 1998 - 2008
Lasalle/Bank of America 1998 - 2008
ABN AMRO / LaSalle Bank N.A. 1997 - 2008
LaSalle/ABN AMRO 1997 - 2007
First Chicago NBD 1966 - 1998
The First National Bank of Chicago 1966 - 1998
Skills
New Business Development, Commercial Banking, Credit, Commercial Lending, Banking, Loans, Credit Analysis, Credit Risk, Portfolio Management, Risk Management, Asset Based Lending, Financial Analysis, Financial Risk, Corporate Finance
Education
Harvard Business School 1964 — 1966
University of Michigan 1960 — 1966
Bachelor of Arts (B.A.), History
Karen (Spigner) Case's The First National Bank of Chicago Experience 1980 - 1985
Job Board Member at Juvenile Diabetes Research Foundation
Industry Banking
Experience
Juvenile Diabetes Research Foundation July 2010 - Present
The PrivateBank October 2007 - Present
Juvenile Diabetes Research Foundation July 2008 - June 2010
LaSalle Bank/ABN Amro/Bank of America May 1992 - October 2007
LaSalle Bank 1992 - 2007
Girl Scouts of Chicago 1997 - 2001
Marine Midland Bank September 1985 - February 1992
First Chicago September 1980 - July 1985
The First National Bank of Chicago 1980 - 1985
Education
The University of Chicago - Booth School of Business 1983 — 1986
MBA
Washington University in St. Louis 1975 — 1979
BSBA, Business
Woodmere Academy 1972 — 1975
HS
Juvenile Diabetes Research Foundation July 2010 - Present
The PrivateBank October 2007 - Present
Juvenile Diabetes Research Foundation July 2008 - June 2010
LaSalle Bank/ABN Amro/Bank of America May 1992 - October 2007
LaSalle Bank 1992 - 2007
Girl Scouts of Chicago 1997 - 2001
Marine Midland Bank September 1985 - February 1992
First Chicago September 1980 - July 1985
The First National Bank of Chicago 1980 - 1985
Education
The University of Chicago - Booth School of Business 1983 — 1986
MBA
Washington University in St. Louis 1975 — 1979
BSBA, Business
Woodmere Academy 1972 — 1975
HS
Mary Pat McMahon's The First National Bank of Chicago Experience 1990 - 1991
Job Vice President, Head of Issuer Growth and Portfolio Performance at Visa
Industry Banking
Experience
Visa 2009 - Present
Visa USA 2005 - 2009
Visa 2003 - 2005
Union Bank of California 2002 - 2003
Bank of America 1998 - 2002
Cash Station, Inc. 1991 - 1998
The First National Bank of Chicago 1990 - 1991
First Chicago 1987 - 1990
Skills
Credit Cards, Product Management, Strategic Planning, Payments, Mobile Payments, Debit Cards, Leadership, Financial Services, Electronic Payments
Education
J.L. Kellogg Graduate School of Management, Northwestern University 1987 — 1991
Master of Management, Finance, Marketing
Georgetown University 1983 — 1987
Bachelor of Arts (B.A.), American Studies, Cum Laude
Visa 2009 - Present
Visa USA 2005 - 2009
Visa 2003 - 2005
Union Bank of California 2002 - 2003
Bank of America 1998 - 2002
Cash Station, Inc. 1991 - 1998
The First National Bank of Chicago 1990 - 1991
First Chicago 1987 - 1990
Skills
Credit Cards, Product Management, Strategic Planning, Payments, Mobile Payments, Debit Cards, Leadership, Financial Services, Electronic Payments
Education
J.L. Kellogg Graduate School of Management, Northwestern University 1987 — 1991
Master of Management, Finance, Marketing
Georgetown University 1983 — 1987
Bachelor of Arts (B.A.), American Studies, Cum Laude
Robert Glaze's The First National Bank of Chicago Experience December 1978 - May 1985
Job Curator at Globalphile.com
Industry Real Estate
Experience
Globalphile.com May 2012 - Present
Weybridge Capital Investors/Weybridge Collection January 1993 - Present
Prudential Real Estate Investors May 1985 - January 1993
The First National Bank of Chicago December 1978 - May 1985
Boatmens "Bank 1976 - 1978
Skills
Organization, Investment Properties, Branding & Identity, Product Marketing, Vacation Homes, Commercial Real Estate..., Shopping Centers, Social Media Marketing, Strategic Planning, Financial Analysis, Food, Fine Art, Digital Photography, Lightroom, Interior Design, Contemporary Art, Corporate Branding, SEO, Travel, Spanish, Commercial Banking, Real Estate Development, Real Estate Transactions, Travel Photography, Travel Planning, Leisure Travel, New Business Development, Asset Managment, Coordination, Hotels, Internet, Photoshop, Renovation, Theatre, Writing, Blogging, Web Strategy, Museum Collections, Music, Philanthropy, Collectibles, Arts, Architectural Design, Real Estate, Real Estate Economics, Asset Management, Disposition, Management, Mergers & Acquisitions, Property
Education
Northwestern University - Kellogg School of Management 1997 — 1998
KMI, Kellogg Management Institute
Southern Methodist University - Cox School of Business 1975 — 1976
MBA, Banking and Real Estate
Westminster College 1971 — 1975
BA, Business and Political Science
Central High School 1967 — 1971
Globalphile.com May 2012 - Present
Weybridge Capital Investors/Weybridge Collection January 1993 - Present
Prudential Real Estate Investors May 1985 - January 1993
The First National Bank of Chicago December 1978 - May 1985
Boatmens "Bank 1976 - 1978
Skills
Organization, Investment Properties, Branding & Identity, Product Marketing, Vacation Homes, Commercial Real Estate..., Shopping Centers, Social Media Marketing, Strategic Planning, Financial Analysis, Food, Fine Art, Digital Photography, Lightroom, Interior Design, Contemporary Art, Corporate Branding, SEO, Travel, Spanish, Commercial Banking, Real Estate Development, Real Estate Transactions, Travel Photography, Travel Planning, Leisure Travel, New Business Development, Asset Managment, Coordination, Hotels, Internet, Photoshop, Renovation, Theatre, Writing, Blogging, Web Strategy, Museum Collections, Music, Philanthropy, Collectibles, Arts, Architectural Design, Real Estate, Real Estate Economics, Asset Management, Disposition, Management, Mergers & Acquisitions, Property
Education
Northwestern University - Kellogg School of Management 1997 — 1998
KMI, Kellogg Management Institute
Southern Methodist University - Cox School of Business 1975 — 1976
MBA, Banking and Real Estate
Westminster College 1971 — 1975
BA, Business and Political Science
Central High School 1967 — 1971
Bobby Fabros's The First National Bank of Chicago Experience 1985 - 1988
Job Managing Director at Silver Leaf Partners
Industry Investment Management
Experience
Silver Leaf Partners March 2013 - Present
Centenium Advisors LLC 2006 - March 2013
Natixis January 2004 - June 2004
Natixis Commodity Markets January 2004 - June 2004
Natexis Bleichroeder January 2003 - June 2004
Arnhold and S. Bleichroeder 1993 - 2004
Bankers Trust Company 1988 - 1991
First Chicago 1985 - 1988
The First National Bank of Chicago 1985 - 1988
Chase Manhattan Bank 1976 - 1983
Education
Harvard Business School 1974 — 1976
Ateneo de Manila University 1968 — 1972
College
Ateneo de Manila University 1964 — 1968
High School
Silver Leaf Partners March 2013 - Present
Centenium Advisors LLC 2006 - March 2013
Natixis January 2004 - June 2004
Natixis Commodity Markets January 2004 - June 2004
Natexis Bleichroeder January 2003 - June 2004
Arnhold and S. Bleichroeder 1993 - 2004
Bankers Trust Company 1988 - 1991
First Chicago 1985 - 1988
The First National Bank of Chicago 1985 - 1988
Chase Manhattan Bank 1976 - 1983
Education
Harvard Business School 1974 — 1976
Ateneo de Manila University 1968 — 1972
College
Ateneo de Manila University 1964 — 1968
High School
Darrell Nolan,CFA's The First National Bank of Chicago Experience March 1989 - February 1990
Job Financial Professional | Banker | Equity Trader | Sole Proprietor The Wayward Book
Industry Financial Services
Experience
The Wayward Book July 2008 - Present
Indestructible LLC September 2007 - August 2008
Bank of America 1995 - June 2006
Bank of America 1994 - 1995
Bank of America 1994 - 1994
Continental Bank April 1990 - December 1993
The First National Bank of Chicago March 1989 - February 1990
Continental Bank January 1988 - February 1989
Skills
Marketing, Equities, Trading, Management, Derivatives, Due Diligence, Capital Markets, Business Strategy, Team Building, Financial Modeling, Risk Management, Banking, Finance, Private Equity, FX Options, Options, Analysis, Treasury Management, Financial Services, Credit Risk, Financial Structuring, Investments, Portfolio Management
Education
The University of Chicago - Booth School of Business 1987 — 1991
MBA, Finance
University of Notre Dame 1979 — 1983
Bachelor, Finance, Philosophy
The Wayward Book July 2008 - Present
Indestructible LLC September 2007 - August 2008
Bank of America 1995 - June 2006
Bank of America 1994 - 1995
Bank of America 1994 - 1994
Continental Bank April 1990 - December 1993
The First National Bank of Chicago March 1989 - February 1990
Continental Bank January 1988 - February 1989
Skills
Marketing, Equities, Trading, Management, Derivatives, Due Diligence, Capital Markets, Business Strategy, Team Building, Financial Modeling, Risk Management, Banking, Finance, Private Equity, FX Options, Options, Analysis, Treasury Management, Financial Services, Credit Risk, Financial Structuring, Investments, Portfolio Management
Education
The University of Chicago - Booth School of Business 1987 — 1991
MBA, Finance
University of Notre Dame 1979 — 1983
Bachelor, Finance, Philosophy
Brian Engel's The First National Bank of Chicago Experience 1987 - 1992
Job Operations Support Specialist/Analyst at JP Morgan Chase
Industry Banking
Experience
JP Morgan Chase January 2010 - Present
JP Morgan Chase May 2009 - January 2010
Harris Bank 2006 - 2007
Harris Bank. 2003 - 2006
Harris Bank. 2001 - 2003
Bank One 1999 - 2001
First Chicago NBD 1992 - 1999
The First National Bank of Chicago 1987 - 1992
The First National Bank of Chicago 1984 - 1987
Skills
Loans, Credit, Analysis, Compliance, Underwriting, Mortgage Industry, Policy & Procedures, Banking, Reporting, Financial Reporting, Documentation, Mortgage, Process Improvement, Policy, Business Analysis, Mortgage Lending, Vendor Management, Business Process, Software Documentation, FHA, Auditing, Risk Management, Management, Portfolio Management
Education
Chicago Deming Association 2009 — 2009
Six Sigma Masters Program, Six Sigma Green Belt Training
Northern Illinois University 1979 — 1981
BS, Finance
College of DuPage 1977 — 1979
AA, Accounting
JP Morgan Chase January 2010 - Present
JP Morgan Chase May 2009 - January 2010
Harris Bank 2006 - 2007
Harris Bank. 2003 - 2006
Harris Bank. 2001 - 2003
Bank One 1999 - 2001
First Chicago NBD 1992 - 1999
The First National Bank of Chicago 1987 - 1992
The First National Bank of Chicago 1984 - 1987
Skills
Loans, Credit, Analysis, Compliance, Underwriting, Mortgage Industry, Policy & Procedures, Banking, Reporting, Financial Reporting, Documentation, Mortgage, Process Improvement, Policy, Business Analysis, Mortgage Lending, Vendor Management, Business Process, Software Documentation, FHA, Auditing, Risk Management, Management, Portfolio Management
Education
Chicago Deming Association 2009 — 2009
Six Sigma Masters Program, Six Sigma Green Belt Training
Northern Illinois University 1979 — 1981
BS, Finance
College of DuPage 1977 — 1979
AA, Accounting
Burnie King's The First National Bank of Chicago Experience April 1992 - February 1993
Job Owner, Keller Williams Realty Signature Partners
Industry Real Estate
Experience
Keller Williams Realty Signature Partners January 2003 - Present
Century 21 November 1995 - January 2003
Bank of America February 1993 - August 1994
The First National Bank of Chicago April 1992 - February 1993
United States Marine Corps October 1988 - September 1991
Skills
Short Sales, Sellers, Foreclosures, Real Estate, First Time Home Buyers, Investors, Buyer Representation, REO, Single Family Homes, Residential Homes, Relocation, Investment Properties, Property Management, New Home Sales, Condos, ABR, Negotiation, Real Estate Transactions, Buyers, Brokerage, FHA, HUD, Referrals, Listings, Leases, Move Up Buyers, Property, New Homes
Education
University of Maryland - Robert H. Smith School of Business 1983 — 1988
Bachelor of Science (B.Sc.), Accounting and Finance
Keller Williams Realty Signature Partners January 2003 - Present
Century 21 November 1995 - January 2003
Bank of America February 1993 - August 1994
The First National Bank of Chicago April 1992 - February 1993
United States Marine Corps October 1988 - September 1991
Skills
Short Sales, Sellers, Foreclosures, Real Estate, First Time Home Buyers, Investors, Buyer Representation, REO, Single Family Homes, Residential Homes, Relocation, Investment Properties, Property Management, New Home Sales, Condos, ABR, Negotiation, Real Estate Transactions, Buyers, Brokerage, FHA, HUD, Referrals, Listings, Leases, Move Up Buyers, Property, New Homes
Education
University of Maryland - Robert H. Smith School of Business 1983 — 1988
Bachelor of Science (B.Sc.), Accounting and Finance
Debra Bolshon Kravitz's The First National Bank of Chicago Experience 1983 - 1991
Job Manager Loan Review at GE Capital
Industry Financial Services
Experience
GE Capital September 2010 - Present
Harris Bank April 2008 - September 2010
Merrill Lynch September 2006 - April 2008
GE Capital November 2001 - September 2006
Heller Financial January 1992 - November 2001
The First National Bank of Chicago 1983 - 1991
Skills
Credit, Commercial Lending, Loans, Underwriting, Capital Markets, Financial Services, Structured Finance
Education
Northwestern University - Kellogg School of Management 1981 — 1983
Master of Business Administration (M.B.A.), Finance, General
University of Illinois at Urbana-Champaign 1978 — 1980
BS, Mathematics
GE Capital September 2010 - Present
Harris Bank April 2008 - September 2010
Merrill Lynch September 2006 - April 2008
GE Capital November 2001 - September 2006
Heller Financial January 1992 - November 2001
The First National Bank of Chicago 1983 - 1991
Skills
Credit, Commercial Lending, Loans, Underwriting, Capital Markets, Financial Services, Structured Finance
Education
Northwestern University - Kellogg School of Management 1981 — 1983
Master of Business Administration (M.B.A.), Finance, General
University of Illinois at Urbana-Champaign 1978 — 1980
BS, Mathematics
Adrienne Meisel's The First National Bank of Chicago Experience June 1981 - 1991
Job Financial Services and Educational Professional
Industry Banking
Experience
JVS Chicago September 2001 - Present
The Trust for Public Land - Chicago 2001 - Present
Center On Deafness February 1991 - Present
The First National Bank of Chicago, First Chicago NBD, Bank One, JPMorgan Chase July 1991 - January 2007
The First National Bank of Chicago June 1981 - 1991
Low Incidence Cooperative Agreement ("LICA") August 1978 - June 1981
Regional Service Agency ("RSA") August 1975 - August 1978
Education
Quinlan School of Business, Loyola University Chicago 1977 — 1981
MBA, Finance
Northwestern University 1970 — 1972
MA, Speech
University of Illinois at Urbana-Champaign 1964 — 1968
BS, Education
JVS Chicago September 2001 - Present
The Trust for Public Land - Chicago 2001 - Present
Center On Deafness February 1991 - Present
The First National Bank of Chicago, First Chicago NBD, Bank One, JPMorgan Chase July 1991 - January 2007
The First National Bank of Chicago June 1981 - 1991
Low Incidence Cooperative Agreement ("LICA") August 1978 - June 1981
Regional Service Agency ("RSA") August 1975 - August 1978
Education
Quinlan School of Business, Loyola University Chicago 1977 — 1981
MBA, Finance
Northwestern University 1970 — 1972
MA, Speech
University of Illinois at Urbana-Champaign 1964 — 1968
BS, Education
Tracy Madansky's The First National Bank of Chicago Experience 1990 - 1997
Job Pierce Interiors
Industry Retail
Experience
Brighton Collectibles August 2012 - September 2013
Mark Shale November 2009 - August 2012
b. Flirty March 2008 - June 2008
Quadrangle, LLC March 2002 - September 2005
The First National Bank of Chicago 1990 - 1997
Rudnick & Wolfe 1988 - 1990
Skills
Retail, Legal Services, Legal Assistance, Public Speaking, Event Planning, Merchandising, Negotiation, Styling, Contract Negotiation, Marketing Strategy, Fashion, Real Estate, Customer Service, Marketing
Education
The University of Chicago 1985 — 1988
JD, Law
University of Illinois at Urbana-Champaign 1981 — 1985
B.S., Accounting
Brighton Collectibles August 2012 - September 2013
Mark Shale November 2009 - August 2012
b. Flirty March 2008 - June 2008
Quadrangle, LLC March 2002 - September 2005
The First National Bank of Chicago 1990 - 1997
Rudnick & Wolfe 1988 - 1990
Skills
Retail, Legal Services, Legal Assistance, Public Speaking, Event Planning, Merchandising, Negotiation, Styling, Contract Negotiation, Marketing Strategy, Fashion, Real Estate, Customer Service, Marketing
Education
The University of Chicago 1985 — 1988
JD, Law
University of Illinois at Urbana-Champaign 1981 — 1985
B.S., Accounting
Catherine Kate Saccany's The First National Bank of Chicago Experience 1977 - 1997
Job at BMO Harris Bank N.A.
Industry Financial Services
Experience
Harris Bank N.A. August 2010 - Present
transitioning to new career March 2009 - November 2010
Bank of America Business Capital January 2008 - March 2009
Bank of America 2007 - 2009
Bank of America Business Capital / LaSalle Business Credit, LLC 1997 - 2009
LaSalle Business Credit / LaSalle Bank 1997 - 2009
ABN AMRO Bank/LaSalle Bank 1997 - 2006
First Chicago 1977 - 1997
The First National Bank of Chicago 1977 - 1997
Education
DePaul University 1997 — 1999
Accounting
Indiana University - Kelley School of Business 1975 — 1977
MBA, Finance
Ohio University 1969 — 1973
BA, Psychology
Harris Bank N.A. August 2010 - Present
transitioning to new career March 2009 - November 2010
Bank of America Business Capital January 2008 - March 2009
Bank of America 2007 - 2009
Bank of America Business Capital / LaSalle Business Credit, LLC 1997 - 2009
LaSalle Business Credit / LaSalle Bank 1997 - 2009
ABN AMRO Bank/LaSalle Bank 1997 - 2006
First Chicago 1977 - 1997
The First National Bank of Chicago 1977 - 1997
Education
DePaul University 1997 — 1999
Accounting
Indiana University - Kelley School of Business 1975 — 1977
MBA, Finance
Ohio University 1969 — 1973
BA, Psychology
Jim Maley's The First National Bank of Chicago Experience 1982 - 2004
Job Mathematics Teacher at St. Joseph High School
Industry Primary/Secondary Education
Experience
St. Laurence High School May 2014 - Present
The First National Bank of Chicago 1982 - 2004
JPMorgan Chase 1980 - 2004
Education
College of the Holy Cross 1970 — 1974
St. Laurence High School May 2014 - Present
The First National Bank of Chicago 1982 - 2004
JPMorgan Chase 1980 - 2004
Education
College of the Holy Cross 1970 — 1974
Robert E. Donovan's The First National Bank of Chicago Experience March 1982 - March 1985
Job Founder and CEO at Greyhawk Advisors
Industry Restaurants
Experience
Greyhawk Advisors February 2015 - Present
The Restaurant Leadership Conference June 2001 - Present
MOOIC Insurance Company June 2002 - September 2014
McDonald's August 1987 - March 2014
SG Cowen / Societe Generale January 1998 - December 1999
Société Générale March 1985 - August 1987
The First National Bank of Chicago March 1982 - March 1985
Continental Illinois National Bank and Trust Company July 1974 - February 1982
Skills
Restaurants, Franchising, Investments, Risk Management, Executive Management, Mergers, Cash Management, Corporate Governance, International Business, Debt, FX, Corporate Finance, Contract Negotiation, Banking, Small Business, Capital Markets, Investment Banking, Succession Planning, Financial Analysis, Mergers & Acquisitions, Credit Risk, Credit, Management, Finance, Financial Risk, Strategy
Education
The University of Chicago Booth School of Business
MBA, Int'l Finance, Finance
University of Notre Dame 1970 — 1974
BA, Government and International Relations
Greyhawk Advisors February 2015 - Present
The Restaurant Leadership Conference June 2001 - Present
MOOIC Insurance Company June 2002 - September 2014
McDonald's August 1987 - March 2014
SG Cowen / Societe Generale January 1998 - December 1999
Société Générale March 1985 - August 1987
The First National Bank of Chicago March 1982 - March 1985
Continental Illinois National Bank and Trust Company July 1974 - February 1982
Skills
Restaurants, Franchising, Investments, Risk Management, Executive Management, Mergers, Cash Management, Corporate Governance, International Business, Debt, FX, Corporate Finance, Contract Negotiation, Banking, Small Business, Capital Markets, Investment Banking, Succession Planning, Financial Analysis, Mergers & Acquisitions, Credit Risk, Credit, Management, Finance, Financial Risk, Strategy
Education
The University of Chicago Booth School of Business
MBA, Int'l Finance, Finance
University of Notre Dame 1970 — 1974
BA, Government and International Relations
Grady Vogt's The First National Bank of Chicago Experience June 1995 - October 1996
Job Executive Vice President at DDG, Inc.
Industry Oil & Energy
Experience
DDG, Inc. May 2013 - Present
Wells Fargo Bank February 2011 - May 2013
JP Morgan June 2008 - February 2011
Citi May 2002 - June 2008
ABN AMRO Bank N.V. October 1996 - May 2002
The First National Bank of Chicago June 1995 - October 1996
Skills
Wealth Management, Credit Analysis, Series 7, Commercial Banking, Commercial Lending, Banking, Loans, Finance, Wealth, Securities, Mutual Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2002
MBA with Distinction, Finance
Northern Illinois University 1990 — 1995
BS, Finance
DDG, Inc. May 2013 - Present
Wells Fargo Bank February 2011 - May 2013
JP Morgan June 2008 - February 2011
Citi May 2002 - June 2008
ABN AMRO Bank N.V. October 1996 - May 2002
The First National Bank of Chicago June 1995 - October 1996
Skills
Wealth Management, Credit Analysis, Series 7, Commercial Banking, Commercial Lending, Banking, Loans, Finance, Wealth, Securities, Mutual Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2002
MBA with Distinction, Finance
Northern Illinois University 1990 — 1995
BS, Finance
Garland Smith's The First National Bank of Chicago Experience September 1979 - December 1999
Job Post Closing Asset Manager at FDIC
Industry Financial Services
Experience
FDIC May 2010 - Present
County Cork LLC December 2009 - May 2010
New Century Bank January 2005 - May 2009
LaSalle Bank September 2001 - September 2004
Bank One September 1999 - March 2001
The First National Bank of Chicago September 1979 - December 1999
American National Bank & Trust Company of Chicago September 1976 - August 1979
Skills
Commercial Real Estate, Debt Restructuring, Risk Management, Valuation, Financial Modeling
Education
University of Denver 1973 — 1975
BSBA, Finance
FDIC May 2010 - Present
County Cork LLC December 2009 - May 2010
New Century Bank January 2005 - May 2009
LaSalle Bank September 2001 - September 2004
Bank One September 1999 - March 2001
The First National Bank of Chicago September 1979 - December 1999
American National Bank & Trust Company of Chicago September 1976 - August 1979
Skills
Commercial Real Estate, Debt Restructuring, Risk Management, Valuation, Financial Modeling
Education
University of Denver 1973 — 1975
BSBA, Finance
Corinne Shotliff's The First National Bank of Chicago Experience 1989 - 1992
Job Financial Services Professional
Industry Financial Services
Experience
Nonprofit Financial Center 2000 - 2002
The First National Bank of Chicago 1989 - 1992
Societe General 1984 - 1988
The Northern Trust Company 1979 - 1984
Arthur Andersen & Co. 1976 - 1979
Education
DePaul University 2011 — 2012
Personal Financial Planning Certificate Program
University of Illinois at Urbana-Champaign 1975 — 1976
M.S.A., Accounting
Vanderbilt University 1970 — 1974
BA, French/Economics
Nonprofit Financial Center 2000 - 2002
The First National Bank of Chicago 1989 - 1992
Societe General 1984 - 1988
The Northern Trust Company 1979 - 1984
Arthur Andersen & Co. 1976 - 1979
Education
DePaul University 2011 — 2012
Personal Financial Planning Certificate Program
University of Illinois at Urbana-Champaign 1975 — 1976
M.S.A., Accounting
Vanderbilt University 1970 — 1974
BA, French/Economics
Ellen McKay's The First National Bank of Chicago Experience January 1987 - January 1989
Job Managing Director at Optima Group Inc.
Industry Financial Services
Experience
Optima Group Inc. January 1996 - Present
Bankers Trust Company January 1989 - January 1996
The First National Bank of Chicago January 1987 - January 1989
NYC OMB January 1985 - January 1987
Skills
Strategy, Financial Services, Investments, Finance, Asset Management, Marketing, Mutual Funds
Education
Cornell University - Johnson Graduate School of Management
MBA, Finance
University of Pennsylvania
BA, Slavic Studies
Attended Pushkin Institute
Russian language; literature and
Optima Group Inc. January 1996 - Present
Bankers Trust Company January 1989 - January 1996
The First National Bank of Chicago January 1987 - January 1989
NYC OMB January 1985 - January 1987
Skills
Strategy, Financial Services, Investments, Finance, Asset Management, Marketing, Mutual Funds
Education
Cornell University - Johnson Graduate School of Management
MBA, Finance
University of Pennsylvania
BA, Slavic Studies
Attended Pushkin Institute
Russian language; literature and
Tom Sinnott's The First National Bank of Chicago Experience January 1997 - January 2002
Job Senior Security Consultant at S3cur !T
Industry Financial Services
Experience
S3cur !T December 2009 - Present
Newedge Group January 2008 - March 2010
NEWEDGE GROUP August 2006 - September 2009
ABN AMRO Services Company March 2002 - May 2006
ABN-AMRO Services Company 1997 - 2006
THE FIRST NATIONAL BANK OF CHICAGO January 1997 - January 2002
Network Services Group January 1993 - January 1997
First Chicago NBD 1982 - 1997
Bank One 1982 - 1997
Commercial Product Services Group January 1992 - January 1993
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1982 — 1985
MBA, Concentration in International Business, minor in economics
Lewis University
BA, Business Administration/Aviation Maintenance Management
S3cur !T December 2009 - Present
Newedge Group January 2008 - March 2010
NEWEDGE GROUP August 2006 - September 2009
ABN AMRO Services Company March 2002 - May 2006
ABN-AMRO Services Company 1997 - 2006
THE FIRST NATIONAL BANK OF CHICAGO January 1997 - January 2002
Network Services Group January 1993 - January 1997
First Chicago NBD 1982 - 1997
Bank One 1982 - 1997
Commercial Product Services Group January 1992 - January 1993
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1982 — 1985
MBA, Concentration in International Business, minor in economics
Lewis University
BA, Business Administration/Aviation Maintenance Management
Anne Hafer's The First National Bank of Chicago Experience 1991 - 1992
Job SVP, Commercial Real Estate at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation November 2013 - Present
Northern Trust 2000 - 2013
Northern Trust 1998 - 2000
FIRST BANK MONTANA, NATIONAL ASSOCIATION 1995 - 1998
FIRST BANK MONTANA, NATIONAL ASSOCIATION 1992 - 1995
The First National Bank of Chicago 1991 - 1992
THE FIRST NATIONAL BANK OF CHICAGO, Chicago, IL 1991 - 1991
THE FIRST NATIONAL BANK OF CHICAGO 1988 - 1991
THE FIRST NATIONAL BANK OF CHICAGO 1983 - 1988
Skills
Credit, Risk Management, Underwriting, Credit Analysis, Real Estate, Banking, Negotiation, Executive Management, Cultivating..., Team Leadership, Business Strategy, New Business Development, Financial Analysis, Team Building, Real Estate Financing, Commercial Lending, Private Banking, Succession Planning, Business Development, Business Planning, Project Portfolio..., Relationship Management
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Accounting, Management
Pacific Lutheran University
BA, Math/French
Regions Financial Corporation November 2013 - Present
Northern Trust 2000 - 2013
Northern Trust 1998 - 2000
FIRST BANK MONTANA, NATIONAL ASSOCIATION 1995 - 1998
FIRST BANK MONTANA, NATIONAL ASSOCIATION 1992 - 1995
The First National Bank of Chicago 1991 - 1992
THE FIRST NATIONAL BANK OF CHICAGO, Chicago, IL 1991 - 1991
THE FIRST NATIONAL BANK OF CHICAGO 1988 - 1991
THE FIRST NATIONAL BANK OF CHICAGO 1983 - 1988
Skills
Credit, Risk Management, Underwriting, Credit Analysis, Real Estate, Banking, Negotiation, Executive Management, Cultivating..., Team Leadership, Business Strategy, New Business Development, Financial Analysis, Team Building, Real Estate Financing, Commercial Lending, Private Banking, Succession Planning, Business Development, Business Planning, Project Portfolio..., Relationship Management
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Accounting, Management
Pacific Lutheran University
BA, Math/French
Dennis B. Tracey's The First National Bank of Chicago Experience 1978 - 1985
Job Vice President at Sovereign Bank CRE Workout Officer
Industry Commercial Real Estate
Experience
Sovereign Bank February 2010 - Present
Emigrant Realty Finance (Emigrant Bank) March 2007 - September 2008
Hypo Real Estate Capital Corporation 1997 - March 2007
Aetna Life & Casualty 1985 - 1996
The First National Bank of Chicago 1978 - 1985
Skills
construction and term..., commercial real estate..., commercial real estate..., commercial real estate..., commercial real estate..., Real Estate, Credit, Portfolio Management, Loans, Commercial Real Estate, Asset Management, Commercial Mortgages, Financial Structuring, Underwriting, Banking, Mortgage Lending, Investment Properties, Credit Risk, Construction Loans, Construction, Real Estate Transactions, Disposition, Dispositions
Education
University of Delaware - Lerner College of Business and Economics
BSBA, marketing, finance
University of Georgia - Terry College of Business
MBA, real estate
Sovereign Bank February 2010 - Present
Emigrant Realty Finance (Emigrant Bank) March 2007 - September 2008
Hypo Real Estate Capital Corporation 1997 - March 2007
Aetna Life & Casualty 1985 - 1996
The First National Bank of Chicago 1978 - 1985
Skills
construction and term..., commercial real estate..., commercial real estate..., commercial real estate..., commercial real estate..., Real Estate, Credit, Portfolio Management, Loans, Commercial Real Estate, Asset Management, Commercial Mortgages, Financial Structuring, Underwriting, Banking, Mortgage Lending, Investment Properties, Credit Risk, Construction Loans, Construction, Real Estate Transactions, Disposition, Dispositions
Education
University of Delaware - Lerner College of Business and Economics
BSBA, marketing, finance
University of Georgia - Terry College of Business
MBA, real estate
Craig Flom's The First National Bank of Chicago Experience 1986 - 1988
Job President & CEO at Encore One, L.L.C.
Industry Venture Capital & Private Equity
Experience
Encore One, L.L.C. 2013 - Present
Encore One, L.L.C. 2001 - 2013
Robert W. Baird & Company 1997 - 2001
Piper Jaffray 1994 - 1997
Deloitte & Touche 1991 - 1994
The First National Bank of Chicago 1986 - 1988
Skills
Corporate Finance, Investment Banking, Commercial Banking, Private Equity, Mergers & Acquisitions, Due Diligence, Corporate Development, Investments, Financial Modeling, Valuation, Capital Markets, Strategy
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA (With Distinction), Finance, Management Policy, Marketing
Northwestern University 1983 — 1985
BA (With Highest Distinction), Economics
Middlebury College 1981 — 1983
Economics
Encore One, L.L.C. 2013 - Present
Encore One, L.L.C. 2001 - 2013
Robert W. Baird & Company 1997 - 2001
Piper Jaffray 1994 - 1997
Deloitte & Touche 1991 - 1994
The First National Bank of Chicago 1986 - 1988
Skills
Corporate Finance, Investment Banking, Commercial Banking, Private Equity, Mergers & Acquisitions, Due Diligence, Corporate Development, Investments, Financial Modeling, Valuation, Capital Markets, Strategy
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA (With Distinction), Finance, Management Policy, Marketing
Northwestern University 1983 — 1985
BA (With Highest Distinction), Economics
Middlebury College 1981 — 1983
Economics
Carol Wetmore's The First National Bank of Chicago Experience 1986 - 2000
Job Independent Management Consulting Professional
Industry Management Consulting
Experience
First Chicago 1986 - 2000
The First National Bank of Chicago 1986 - 2000
Skills
Strategic Planning, Change Management, Mergers
Education
Northwestern University - Kellogg School of Management 1979 — 1981
MBA, Marketing
Marquette University 1965 — 1967
BS, Business Administration
Marygrove College 1963 — 1965
First Chicago 1986 - 2000
The First National Bank of Chicago 1986 - 2000
Skills
Strategic Planning, Change Management, Mergers
Education
Northwestern University - Kellogg School of Management 1979 — 1981
MBA, Marketing
Marquette University 1965 — 1967
BS, Business Administration
Marygrove College 1963 — 1965
Barry Greenblatt's The First National Bank of Chicago Experience August 1989 - April 1994
Job Managing Director, Head of Wholesale Counterparty Credit Risk at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities June 2012 - Present
Bank of America July 2009 - March 2012
Bank of America October 2008 - July 2009
Bank of America July 2007 - October 2008
Bank of America June 2005 - July 2007
Bank of America April 1994 - June 2005
The First National Bank of Chicago August 1989 - April 1994
Allstate September 1985 - August 1987
Skills
Capital Markets Risk..., Model Risk Management, Counterparty Risk, Liquidity Risk, Structured Products, Interest Rate..., Credit Derivatives, Interest Rate Risk..., Structured Notes, Liquidity Risk..., Risk Management, Capital Markets, Credit Risk, Market Risk, Credit Analysis, Banking, Fixed Income, Derivatives, FX Options, Financial Risk, Credit
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Finance, Marketing
Cornell University 1981 — 1985
BS, Applied Economics and Business Management
Wells Fargo Securities June 2012 - Present
Bank of America July 2009 - March 2012
Bank of America October 2008 - July 2009
Bank of America July 2007 - October 2008
Bank of America June 2005 - July 2007
Bank of America April 1994 - June 2005
The First National Bank of Chicago August 1989 - April 1994
Allstate September 1985 - August 1987
Skills
Capital Markets Risk..., Model Risk Management, Counterparty Risk, Liquidity Risk, Structured Products, Interest Rate..., Credit Derivatives, Interest Rate Risk..., Structured Notes, Liquidity Risk..., Risk Management, Capital Markets, Credit Risk, Market Risk, Credit Analysis, Banking, Fixed Income, Derivatives, FX Options, Financial Risk, Credit
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Finance, Marketing
Cornell University 1981 — 1985
BS, Applied Economics and Business Management
Jerome F Papinchock's The First National Bank of Chicago Experience January 1983 - December 1987
Job Vice President Tax at RBS Bank N.V.(Formerly ABN AMRO Bank, N. V.)
Industry Financial Services
Experience
Royal Bank of Scotland (RBS) Bank N. V. (Formerly ABN AMRO Bank N. V.) January 2008 - April 2010
LaSalle Bank Corporation January 1988 - December 2007
The First National Bank of Chicago January 1983 - December 1987
Education
Indiana State University
BS, Marketing
Keller Graduate School of Management of DeVry University
MBA, Accounting, Finance
Royal Bank of Scotland (RBS) Bank N. V. (Formerly ABN AMRO Bank N. V.) January 2008 - April 2010
LaSalle Bank Corporation January 1988 - December 2007
The First National Bank of Chicago January 1983 - December 1987
Education
Indiana State University
BS, Marketing
Keller Graduate School of Management of DeVry University
MBA, Accounting, Finance
Al Chircop's The First National Bank of Chicago Experience 1974 - 1996
Job Independent Business Adviser
Industry Financial Services
Experience
The Chicago Corporation 2011 - Present
Lawrence Hall Youth Services 2010 - Present
Independent Consultant March 2009 - Present
The Gow School 2001 - Present
Australia and New Zealand Banking Group Ltd. May 2006 - October 2008
JP Morgan July 2004 - July 2005
Bank One International Holdings October 1998 - June 2004
First Chicago September 1974 - October 1998
The First National Bank of Chicago 1974 - 1996
Skills
Project Execution, Credit Risk, International Relations, Operations Management, International Business, Talent Management, Investment Banking, Risk Management, Capital, Mergers & Acquisitions, Portfolio Management, Banking, Due Diligence, Executive Management, Financial Services, Project Management, Credit, Fixed Income, Leadership, Private Equity, Financial Structuring, Strategy, Finance, Program Management, Restructuring, Mergers, Capital Markets, Management, Project Finance, Equities, Investments, Financial Institutions, Commercial Banking, Corporate Finance
Education
The University of Hong Kong 1981 — 1982
Post Grad Certificate, Contemporary Chinese Studies
Manchester Business School 1972 — 1974
MBA, Business and Finance
L-Università ta' Malta 1969 — 1972
BA Hon, Economics
The Chicago Corporation 2011 - Present
Lawrence Hall Youth Services 2010 - Present
Independent Consultant March 2009 - Present
The Gow School 2001 - Present
Australia and New Zealand Banking Group Ltd. May 2006 - October 2008
JP Morgan July 2004 - July 2005
Bank One International Holdings October 1998 - June 2004
First Chicago September 1974 - October 1998
The First National Bank of Chicago 1974 - 1996
Skills
Project Execution, Credit Risk, International Relations, Operations Management, International Business, Talent Management, Investment Banking, Risk Management, Capital, Mergers & Acquisitions, Portfolio Management, Banking, Due Diligence, Executive Management, Financial Services, Project Management, Credit, Fixed Income, Leadership, Private Equity, Financial Structuring, Strategy, Finance, Program Management, Restructuring, Mergers, Capital Markets, Management, Project Finance, Equities, Investments, Financial Institutions, Commercial Banking, Corporate Finance
Education
The University of Hong Kong 1981 — 1982
Post Grad Certificate, Contemporary Chinese Studies
Manchester Business School 1972 — 1974
MBA, Business and Finance
L-Università ta' Malta 1969 — 1972
BA Hon, Economics
Demetrio Francois's The First National Bank of Chicago Experience January 1988 - February 1991
Job
Industry Banking
Experience
FEMA June 2013 - August 2013
FDIC September 2012 - June 2013
FDIC May 2010 - September 2012
US Census Bureau March 2010 - April 2010
JP Morgan Chase January 2005 - March 2009
Bank One October 1999 - January 2005
The First National Bank of Chicago / First Chicago NBD / Bank One June 1995 - October 1999
The First National Bank of Chicago / First Chicago NBD February 1991 - June 1995
THE FIRST NATIONAL BANK OF CHICAGO January 1988 - February 1991
THE FIRST NATIONAL BANK OF CHICAGO July 1987 - January 1988
Skills
Budgeting, Banking, Accounting, Loans, Process Improvement, Change Management, Visio, Word, Audit, General Ledger, Requirements Analysis, Quality Assurance, Microsoft Office, Microsoft Word, Auditing, Budgets, Business Analysis, Analysis, Risk Management, Portfolio Management, Project Management, Financial Analysis, Financial Risk, Management, Training, SAP, Access, Credit, Financial Modeling, Finance, Leadership, Internal Audit, Microsoft Excel
Education
CORPORATE UNIVERSITY -FDIC 2010 — 2010
Certificate, Deposit Insurance Claims, 3.0
University of Colorado at Denver 2006 — 2009
Certificate, Busimess Analysis, 3.0
Northwestern University 1995 — 2000
BS, Organizational Behavior
Panama National University 1977 — 1982
Thesis Pending, Businness Administration
FEMA June 2013 - August 2013
FDIC September 2012 - June 2013
FDIC May 2010 - September 2012
US Census Bureau March 2010 - April 2010
JP Morgan Chase January 2005 - March 2009
Bank One October 1999 - January 2005
The First National Bank of Chicago / First Chicago NBD / Bank One June 1995 - October 1999
The First National Bank of Chicago / First Chicago NBD February 1991 - June 1995
THE FIRST NATIONAL BANK OF CHICAGO January 1988 - February 1991
THE FIRST NATIONAL BANK OF CHICAGO July 1987 - January 1988
Skills
Budgeting, Banking, Accounting, Loans, Process Improvement, Change Management, Visio, Word, Audit, General Ledger, Requirements Analysis, Quality Assurance, Microsoft Office, Microsoft Word, Auditing, Budgets, Business Analysis, Analysis, Risk Management, Portfolio Management, Project Management, Financial Analysis, Financial Risk, Management, Training, SAP, Access, Credit, Financial Modeling, Finance, Leadership, Internal Audit, Microsoft Excel
Education
CORPORATE UNIVERSITY -FDIC 2010 — 2010
Certificate, Deposit Insurance Claims, 3.0
University of Colorado at Denver 2006 — 2009
Certificate, Busimess Analysis, 3.0
Northwestern University 1995 — 2000
BS, Organizational Behavior
Panama National University 1977 — 1982
Thesis Pending, Businness Administration
R. Michael Collins's The First National Bank of Chicago Experience June 1985 - January 1988
Job Information Technology Manager
Industry Information Technology and Services
Experience
Chicago Career Tech/Accretive Health May 2012 - August 2012
Sara Lee Corporation January 1988 - September 2008
The First National Bank of Chicago June 1985 - January 1988
Community College of Denver March 1976 - December 1984
University of Illinois at Chicago, Survey Research Lab July 1972 - August 1975
Skills
Management, Leadership, Vendor Management, Telecommunications, PMO, Information Technology, Process Improvement, IT Management, Training, Procurement
Education
Northwestern University 1994 — 1996
M.S.
University of Illinois at Chicago 1970 — 1972
B.A.
Wright College
A.A.
Chicago Career Tech/Accretive Health May 2012 - August 2012
Sara Lee Corporation January 1988 - September 2008
The First National Bank of Chicago June 1985 - January 1988
Community College of Denver March 1976 - December 1984
University of Illinois at Chicago, Survey Research Lab July 1972 - August 1975
Skills
Management, Leadership, Vendor Management, Telecommunications, PMO, Information Technology, Process Improvement, IT Management, Training, Procurement
Education
Northwestern University 1994 — 1996
M.S.
University of Illinois at Chicago 1970 — 1972
B.A.
Wright College
A.A.
Ramon Usategui's The First National Bank of Chicago Experience 1974 - 1985
Job SVPWealth Manager at Ocean Bank
Industry Banking
Experience
Ocean Bank July 2014 - Present
Gibraltar Private Bank & Trust November 2010 - July 2014
Mercy Hospital 2007 - 2011
BankUnited September 2009 - October 2010
FIBA 2008 - 2009
BankUnited March 2004 - 2009
Suntrust Bank October 2001 - March 2004
Suntrust Bank April 1985 - October 2001
The First National Bank of Chicago 1974 - 1985
The First National Bank of Chicago 1978 - 1982
Education
Instituto Centroamericano de Administración de Empresas 1972 — 1974
MBA
Villanova University 1966 — 1970
BS-Bus. Adm., finance
Ocean Bank July 2014 - Present
Gibraltar Private Bank & Trust November 2010 - July 2014
Mercy Hospital 2007 - 2011
BankUnited September 2009 - October 2010
FIBA 2008 - 2009
BankUnited March 2004 - 2009
Suntrust Bank October 2001 - March 2004
Suntrust Bank April 1985 - October 2001
The First National Bank of Chicago 1974 - 1985
The First National Bank of Chicago 1978 - 1982
Education
Instituto Centroamericano de Administración de Empresas 1972 — 1974
MBA
Villanova University 1966 — 1970
BS-Bus. Adm., finance
Simon E. Amich's The First National Bank of Chicago Experience 1974 - 1989
Job Independent Financial Services Professional
Industry Financial Services
Experience
American Express Bank - Private Bank 2002 - 2008
Lehman Brothers 1999 - 2002
the first national bank of chicago 1974 - 1989
Skills
Banking, Capital Markets, Alternative Investments, Retirement Planning, Fixed Income, Securities, Financial Analysis, Equities, AML, Portfolio Management, Due Diligence, Commercial Banking, Loans, Hedge Funds, Wealth Management, Asset Management, Corporate Finance, Investments, Emerging Markets, Investment Banking, Risk Management, Credit, Derivatives, Cash Management, FX Options, Private Banking, Credit Risk, Investment Strategies, Financial Markets, Market Risk, Wealth Management..., Trading Strategies, Valuation, Trading, Financial Institutions, Financial Advisory, Structured Products, Series 7, Financial Modeling, Strategic Planning, Asset Managment, Mutual Funds, Asset Allocation, Business Strategy, Financial Services, Options, Strategic Financial..., Mergers, Bloomberg, Investment Advisory
Education
DePaul University 1973 — 1974
MBA, International Business
American Express Bank - Private Bank 2002 - 2008
Lehman Brothers 1999 - 2002
the first national bank of chicago 1974 - 1989
Skills
Banking, Capital Markets, Alternative Investments, Retirement Planning, Fixed Income, Securities, Financial Analysis, Equities, AML, Portfolio Management, Due Diligence, Commercial Banking, Loans, Hedge Funds, Wealth Management, Asset Management, Corporate Finance, Investments, Emerging Markets, Investment Banking, Risk Management, Credit, Derivatives, Cash Management, FX Options, Private Banking, Credit Risk, Investment Strategies, Financial Markets, Market Risk, Wealth Management..., Trading Strategies, Valuation, Trading, Financial Institutions, Financial Advisory, Structured Products, Series 7, Financial Modeling, Strategic Planning, Asset Managment, Mutual Funds, Asset Allocation, Business Strategy, Financial Services, Options, Strategic Financial..., Mergers, Bloomberg, Investment Advisory
Education
DePaul University 1973 — 1974
MBA, International Business
Len Wiatr's The First National Bank of Chicago Experience 1981 - 1983
Job Chief Risk Officer at The Private Bank And Trust Company
Industry Banking
Experience
PrivateBancorp, Inc February 2008 - Present
PrivateBancorp, Inc March 2008 - September 2010
ABN AMRO Bank North America 2004 - 2008
LaSalle Bank Corporation 2004 - 2008
LaSalle Bank/ABN AMRO 2004 - 2008
ABN AMRO 2004 - 2008
Office of the Comptroller of the Currency 1969 - 2004
The First National Bank of Chicago 1981 - 1983
Skills
Risk Management, Risk, AML, Policy, Enterprise Risk..., Credit Risk, Operational Risk, Compliance, Operational Risk..., Banking, Corporate Governance, Liquidity Risk, Risk Assessment, Risk Mitigation, Risk Analysis, Governance, Due Diligence, ALM, Financial Risk, Capital Markets, Credit Analysis, Market Risk, Basel II, Financial Institutions, KYC, Structured Finance, Portfolio Management, Leadership, Derivatives, Commercial Banking, Treasury Management, Bank Secrecy Act, Financial Services, Financial Regulation, Private Banking, Commercial Lending, Retail Banking, OFAC, FX Options, Securities, Interest Rate Risk..., Financial Markets, Fixed Income, Loans, Investment Banking, Anti Money Laundering
Education
Graduate Schoold of Banking, University of Wisconsin
St. Joseph's College (IN)
Bachelor of Business Administration (BBA)
PrivateBancorp, Inc February 2008 - Present
PrivateBancorp, Inc March 2008 - September 2010
ABN AMRO Bank North America 2004 - 2008
LaSalle Bank Corporation 2004 - 2008
LaSalle Bank/ABN AMRO 2004 - 2008
ABN AMRO 2004 - 2008
Office of the Comptroller of the Currency 1969 - 2004
The First National Bank of Chicago 1981 - 1983
Skills
Risk Management, Risk, AML, Policy, Enterprise Risk..., Credit Risk, Operational Risk, Compliance, Operational Risk..., Banking, Corporate Governance, Liquidity Risk, Risk Assessment, Risk Mitigation, Risk Analysis, Governance, Due Diligence, ALM, Financial Risk, Capital Markets, Credit Analysis, Market Risk, Basel II, Financial Institutions, KYC, Structured Finance, Portfolio Management, Leadership, Derivatives, Commercial Banking, Treasury Management, Bank Secrecy Act, Financial Services, Financial Regulation, Private Banking, Commercial Lending, Retail Banking, OFAC, FX Options, Securities, Interest Rate Risk..., Financial Markets, Fixed Income, Loans, Investment Banking, Anti Money Laundering
Education
Graduate Schoold of Banking, University of Wisconsin
St. Joseph's College (IN)
Bachelor of Business Administration (BBA)
Gene Beube's The First National Bank of Chicago Experience 1962 - 1997
Job Consultant at
Industry Banking
Experience
Metropolitan Bank holdings June 2013 - Present
North Community Bank June 2013 - Present
LGB Associates 2005 - Present
Banco Popular North America 1997 - 2005
The First National Bank of Chicago 1962 - 1997
Skills
Commercial Lending, Banking, Commercial Banking, Credit, Loans, Loan Origination, Portfolio Management, Executive Management, Asset Based Lending, Risk Management, Small Business Lending, Commercial Mortgages, Credit Risk, Credit Analysis, Financial Analysis, Underwriting, Mortgage Lending, Cash Management
Education
University of Illinois at Urbana-Champaign 1957 — 1962
B.S./M.S., Finance
Metropolitan Bank holdings June 2013 - Present
North Community Bank June 2013 - Present
LGB Associates 2005 - Present
Banco Popular North America 1997 - 2005
The First National Bank of Chicago 1962 - 1997
Skills
Commercial Lending, Banking, Commercial Banking, Credit, Loans, Loan Origination, Portfolio Management, Executive Management, Asset Based Lending, Risk Management, Small Business Lending, Commercial Mortgages, Credit Risk, Credit Analysis, Financial Analysis, Underwriting, Mortgage Lending, Cash Management
Education
University of Illinois at Urbana-Champaign 1957 — 1962
B.S./M.S., Finance
Peter Horos's The First National Bank of Chicago Experience 1984 - 1987
Job ARB Private Equity
Industry Real Estate
Experience
American Refining and BioChemical January 2011 - Present
Halloran Energy Group 2009 - September 2011
Allstate Investments December 1987 - March 2009
Allstate 1987 - 2009
The First National Bank of Chicago 1984 - 1987
Skills
Asset Management, Bonds, Equities, Portfolio Management, Investments, Asset Managment, Private Equity, Underwriting
Education
Loyola University Maryland 1976 — 1978
M.F., Finance
The Johns Hopkins University - Carey Business School 1972 — 1976
M.A.S.``, Master of Administrative Science
University of Richmond 1970 — 1972
M.A., Industrial Psychology
Villanova University 1967 — 1970
B.A., Psychology
American Refining and BioChemical January 2011 - Present
Halloran Energy Group 2009 - September 2011
Allstate Investments December 1987 - March 2009
Allstate 1987 - 2009
The First National Bank of Chicago 1984 - 1987
Skills
Asset Management, Bonds, Equities, Portfolio Management, Investments, Asset Managment, Private Equity, Underwriting
Education
Loyola University Maryland 1976 — 1978
M.F., Finance
The Johns Hopkins University - Carey Business School 1972 — 1976
M.A.S.``, Master of Administrative Science
University of Richmond 1970 — 1972
M.A., Industrial Psychology
Villanova University 1967 — 1970
B.A., Psychology
Lisabeth Weiner's The First National Bank of Chicago Experience 1990 - 1996
Job president/owner at Lisabeth Weiner Consultants, Inc.
Industry Public Relations and Communications
Experience
Lisabeth Weiner Consultants, Inc. October 1998 - Present
The Dilenschneider Group 1998 - 1998
Ogilvy Public Relations Worldwide 1996 - 1998
The First National Bank of Chicago 1990 - 1996
American Banker 1985 - 1990
Reuters 1980 - 1985
Skills
Media Relations
Education
Columbia University - Graduate School of Journalism 1979 — 1980
MS, Business Journalism
Princeton University 1978 — 1979
Economic Journalism
University of Minnesota-Twin Cities 1972 — 1974
BA, Journalism
Lisabeth Weiner Consultants, Inc. October 1998 - Present
The Dilenschneider Group 1998 - 1998
Ogilvy Public Relations Worldwide 1996 - 1998
The First National Bank of Chicago 1990 - 1996
American Banker 1985 - 1990
Reuters 1980 - 1985
Skills
Media Relations
Education
Columbia University - Graduate School of Journalism 1979 — 1980
MS, Business Journalism
Princeton University 1978 — 1979
Economic Journalism
University of Minnesota-Twin Cities 1972 — 1974
BA, Journalism
Edmund Bak's The First National Bank of Chicago Experience 1970 - 1977
Job Retired and loving life
Industry Executive Office
Experience
Brigham Young University - Idaho June 2008 - July 2010
North American Financial 1993 - 2006
SDQ Ltd. 1992 - 2006
University of St Thomas 1991 - 2000
Medtronic 1982 - 1992
Harnischfeger Corporation 1980 - 1982
Harnischfeger GmbH 1977 - 1980
The First National Bank of Chicago 1970 - 1977
Skills
Research, Forecasting, Finance, Cash Management, Public Speaking, Strategic Planning, Banking, Accounting, Investments, Analysis, Management, Project Management, Asset Management, Negotiation, Treasury
Education
American University
MBA, Finance
Brigham Young University
Bachelors, Psychology
Brigham Young University - Idaho June 2008 - July 2010
North American Financial 1993 - 2006
SDQ Ltd. 1992 - 2006
University of St Thomas 1991 - 2000
Medtronic 1982 - 1992
Harnischfeger Corporation 1980 - 1982
Harnischfeger GmbH 1977 - 1980
The First National Bank of Chicago 1970 - 1977
Skills
Research, Forecasting, Finance, Cash Management, Public Speaking, Strategic Planning, Banking, Accounting, Investments, Analysis, Management, Project Management, Asset Management, Negotiation, Treasury
Education
American University
MBA, Finance
Brigham Young University
Bachelors, Psychology
Gary Kussman's The First National Bank of Chicago Experience 1984 - 1991
Job President at Garrow Corporation
Industry Management Consulting
Experience
Garrow Corporation 2007 - Present
Tusker Corporation 2005 - 2006
Monolith Productions 2003 - 2004
Monolith Productions 1996 - 2003
First Chicago Capital Markets Asia 1992 - 1995
The First National Bank of Chicago 1984 - 1991
U.S. Army 1978 - 1983
Education
The University of Chicago 1983 — 1984
MBA, Finance
United States Military Academy at West Point 1974 — 1978
Bachelors of Science, National Security
Garrow Corporation 2007 - Present
Tusker Corporation 2005 - 2006
Monolith Productions 2003 - 2004
Monolith Productions 1996 - 2003
First Chicago Capital Markets Asia 1992 - 1995
The First National Bank of Chicago 1984 - 1991
U.S. Army 1978 - 1983
Education
The University of Chicago 1983 — 1984
MBA, Finance
United States Military Academy at West Point 1974 — 1978
Bachelors of Science, National Security
Scott Varwig's The First National Bank of Chicago Experience November 1988 - May 1992
Job Citadel Group Ltd
Industry Financial Services
Experience
Citadel Group Ltd December 2007 - Present
A.G. Edwards August 2000 - November 2007
Mercantile Bank September 1998 - August 2000
Managed Prescription Services August 1994 - September 1998
Kraft Foodservice May 1992 - July 1994
The First National Bank of Chicago November 1988 - May 1992
St. Luke's Hospital March 1988 - November 1988
Skills
Financial Analysis, Investment Banking, Investments, Asset Managment, Strategic Planning, Financial Modeling, Asset Management, Due Diligence, Valuation, Capital Markets
Education
Loyola University of Chicago - Graduate School of Business 1990 — 1992
Master of Business Administration (M.B.A.)
University of Arkansas 1982 — 1987
Bachelor of Science (B.S.), Computer Information Systems and Quantitative Analysis
Citadel Group Ltd December 2007 - Present
A.G. Edwards August 2000 - November 2007
Mercantile Bank September 1998 - August 2000
Managed Prescription Services August 1994 - September 1998
Kraft Foodservice May 1992 - July 1994
The First National Bank of Chicago November 1988 - May 1992
St. Luke's Hospital March 1988 - November 1988
Skills
Financial Analysis, Investment Banking, Investments, Asset Managment, Strategic Planning, Financial Modeling, Asset Management, Due Diligence, Valuation, Capital Markets
Education
Loyola University of Chicago - Graduate School of Business 1990 — 1992
Master of Business Administration (M.B.A.)
University of Arkansas 1982 — 1987
Bachelor of Science (B.S.), Computer Information Systems and Quantitative Analysis
Judith Pieper's The First National Bank of Chicago Experience March 1987 - August 2000
Job Senior Vice President at Northern Trust Co.
Industry Banking
Experience
Northern Trust Co. December 2006 - Present
LaSalle Bank 2000 - 2006
The First National Bank of Chicago March 1987 - August 2000
Harris Bank February 1978 - February 1987
Skills
Wealth Management, Estate Planning, Trust Services, High Net Worth..., Philanthropy, Private Banking, asset allocation
Education
University of Illinois at Urbana-Champaign
Bachelor of Science, Biology
Northern Trust Co. December 2006 - Present
LaSalle Bank 2000 - 2006
The First National Bank of Chicago March 1987 - August 2000
Harris Bank February 1978 - February 1987
Skills
Wealth Management, Estate Planning, Trust Services, High Net Worth..., Philanthropy, Private Banking, asset allocation
Education
University of Illinois at Urbana-Champaign
Bachelor of Science, Biology
Howard Harband's The First National Bank of Chicago Experience 1990 - 1992
Job Vice President, Manager Research Group at HighMark Capital Management
Industry Financial Services
Experience
HighMark Capital Management May 2004 - Present
Freelance Writer/Script Consultant 2000 - 2004
California Bank & Trust 1999 - 2000
Farmers Insurance 1993 - 1998
Freelance Writer/Copywriter 1992 - 1993
The First National Bank Of Chicago 1990 - 1992
Smith Barney, Harris Upham & Company 1989 - 1990
L.F. Rothschild & Company 1987 - 1989
St. Mary's College 1979 - 1984
Education
J.L. Kellogg Graduate School of Management, Northwestern University 1985 — 1987
Master of Business Administration (M.B.A.), Concentrations in Finance, Marketing and Real Estate
University of California, Berkeley 1976 — 1978
Bachelor's Degree, Social Sciences
HighMark Capital Management May 2004 - Present
Freelance Writer/Script Consultant 2000 - 2004
California Bank & Trust 1999 - 2000
Farmers Insurance 1993 - 1998
Freelance Writer/Copywriter 1992 - 1993
The First National Bank Of Chicago 1990 - 1992
Smith Barney, Harris Upham & Company 1989 - 1990
L.F. Rothschild & Company 1987 - 1989
St. Mary's College 1979 - 1984
Education
J.L. Kellogg Graduate School of Management, Northwestern University 1985 — 1987
Master of Business Administration (M.B.A.), Concentrations in Finance, Marketing and Real Estate
University of California, Berkeley 1976 — 1978
Bachelor's Degree, Social Sciences
Barbara Bodner's The First National Bank of Chicago Experience 1984 - 1989
Job Human Resources Professional
Industry Human Resources
Experience
Barbara Bodner HR Consulting November 2010 - Present
eFunds/Deluxe Data Systems September 1989 - September 1996
The First National Bank of Chicago 1984 - 1989
Skills
Talent Management, Onboarding
Education
Indiana University Bloomington 1980 — 1984
Bachelor of Science (B.S.), Personnel and Labor Relations
Barbara Bodner HR Consulting November 2010 - Present
eFunds/Deluxe Data Systems September 1989 - September 1996
The First National Bank of Chicago 1984 - 1989
Skills
Talent Management, Onboarding
Education
Indiana University Bloomington 1980 — 1984
Bachelor of Science (B.S.), Personnel and Labor Relations
Robert Westberg CPA/PFS, CFP®'s The First National Bank of Chicago Experience February 1974 - July 1993
Job Financial Adviser at Eagle Strategies LLC
Industry Financial Services
Experience
New York Life Insurance Company August 1993 - Present
NYLIFE Securities LLC August 1993 - Present
Eagle Strategies LLC January 2000 - Present
The First National Bank of Chicago February 1974 - July 1993
United States Army Reserve November 1969 - October 1975
Skills
Personal Finance, Retirement Planning, Estate Planning, IRA Rollovers, Investments, Term Life Insurance, Permanent Life Insurance, Licensed in Long Term..., Education Funding..., Gifting Strategies, Public Speaking, Leadership, Small Business, Financial Services, Wealth Management, IRAs, Analysis, Tax, Team Building, Strategic Planning, Customer Service, Employee Benefits
Education
DePaul University 1968 — 1977
BSC Accounting, MBA Finance
Marian Catholic High School, Chicago Heights, IL 1963 — 1967
High School
New York Life Insurance Company August 1993 - Present
NYLIFE Securities LLC August 1993 - Present
Eagle Strategies LLC January 2000 - Present
The First National Bank of Chicago February 1974 - July 1993
United States Army Reserve November 1969 - October 1975
Skills
Personal Finance, Retirement Planning, Estate Planning, IRA Rollovers, Investments, Term Life Insurance, Permanent Life Insurance, Licensed in Long Term..., Education Funding..., Gifting Strategies, Public Speaking, Leadership, Small Business, Financial Services, Wealth Management, IRAs, Analysis, Tax, Team Building, Strategic Planning, Customer Service, Employee Benefits
Education
DePaul University 1968 — 1977
BSC Accounting, MBA Finance
Marian Catholic High School, Chicago Heights, IL 1963 — 1967
High School
R. Hugh Magill's The First National Bank of Chicago Experience September 1979 - August 1981
Job Executive Vice President & Chief Fiduciary Officer at Northern Trust
Industry Financial Services
Experience
Northern Trust September 1989 - Present
Kelly, Olson, Rogan & Siepker August 1986 - August 1989
Frederick L. Specht & Associates September 1985 - July 1986
The First National Bank of Chicago September 1979 - August 1981
Skills
Fiduciary Management, Estate Planning, Charitable Planning, Family Governance, Fiduciary Risk...
Education
University of Minnesota Law School 1981 — 1985
Doctor of Law (JD)
St. Olaf College 1975 — 1979
Bachelor of Arts cum laude
Northern Trust September 1989 - Present
Kelly, Olson, Rogan & Siepker August 1986 - August 1989
Frederick L. Specht & Associates September 1985 - July 1986
The First National Bank of Chicago September 1979 - August 1981
Skills
Fiduciary Management, Estate Planning, Charitable Planning, Family Governance, Fiduciary Risk...
Education
University of Minnesota Law School 1981 — 1985
Doctor of Law (JD)
St. Olaf College 1975 — 1979
Bachelor of Arts cum laude
Maliea Penuela's The First National Bank of Chicago Experience 1973 - 1988
Job Chief Financial Officer at The State Bank Group
Industry Banking
Experience
The State Bank Group September 1996 - Present
Amcore Northwest 1990 - 1995
The First National Bank of Chicago 1973 - 1988
Skills
Retail banking, Core Banking, Compliance, Financial Accounting, Account Management, Employee Training, Management, Operations Management, Project Management, Compliance Program..., Open Solutions Software, Leadership, Training, Product Management, Financial Analysis, Banking, Risk Management, Retail Banking, Accounting, Finance, Financial Risk, Strategic Planning, Portfolio Management
Education
Financial Management, Graduate School of Banking 2011 — 2011
McHenry County College 2005 — 2007
Accounting
Graduate School of Banking Madison 2000 — 2002
The State Bank Group September 1996 - Present
Amcore Northwest 1990 - 1995
The First National Bank of Chicago 1973 - 1988
Skills
Retail banking, Core Banking, Compliance, Financial Accounting, Account Management, Employee Training, Management, Operations Management, Project Management, Compliance Program..., Open Solutions Software, Leadership, Training, Product Management, Financial Analysis, Banking, Risk Management, Retail Banking, Accounting, Finance, Financial Risk, Strategic Planning, Portfolio Management
Education
Financial Management, Graduate School of Banking 2011 — 2011
McHenry County College 2005 — 2007
Accounting
Graduate School of Banking Madison 2000 — 2002
Mark D. Zeisloft, CFA's The First National Bank of Chicago Experience June 1985 - June 1996
Job Principal at Trimar Advisers, LLC
Industry Investment Management
Experience
Trimar Advisers, LLC January 2014 - Present
Loan Management Solutions September 2010 - December 2013
Centerline Capital Group February 2009 - April 2010
RREEF September 2005 - August 2008
RREEF June 1996 - September 2005
The First National Bank of Chicago June 1985 - June 1996
Skills
Portfolio Management, Hedge Funds, Financial Analysis, Equity Research, Equity Trading, Debt Restructuring, Business Strategy, Asset Managment, Asset Allocation, Distressed Debt, Credit Risk, Credit Analysis, Risk Management, Management Consulting
Education
The University of Chicago - Booth School of Business 1989 — 1993
MBA, Finance/Accounting/Business Strategy
Indiana University - Kelley School of Business 1981 — 1985
BS, Finance
Trimar Advisers, LLC January 2014 - Present
Loan Management Solutions September 2010 - December 2013
Centerline Capital Group February 2009 - April 2010
RREEF September 2005 - August 2008
RREEF June 1996 - September 2005
The First National Bank of Chicago June 1985 - June 1996
Skills
Portfolio Management, Hedge Funds, Financial Analysis, Equity Research, Equity Trading, Debt Restructuring, Business Strategy, Asset Managment, Asset Allocation, Distressed Debt, Credit Risk, Credit Analysis, Risk Management, Management Consulting
Education
The University of Chicago - Booth School of Business 1989 — 1993
MBA, Finance/Accounting/Business Strategy
Indiana University - Kelley School of Business 1981 — 1985
BS, Finance
Faye Pantazelos's The First National Bank of Chicago Experience 1990 - November 1994
Job Founder, CEO of Resourceful Solutions Consulting Group, LLC
Industry Banking
Experience
Resourceful Solutions Consulting Group, LLC December 2011 - Present
Faye T. Pantazelos Consulting, LLC July 2010 - December 2011
NCB Holdings, Inc. August 1997 - May 2010
New Century Bank January 1999 - April 2010
Corus Bank November 1994 - August 1997
The First National Bank of Chicago 1990 - November 1994
Skills
Banking, Executive Management, Loans, Commercial Banking, Commercial Real Estate, Commercial Lending, Small Business Lending, Portfolio Management, Credit Risk, Risk Management, Credit, Asset Managment, Underwriting, Real Estate, Loan Origination, Real Estate Financing, Customer Service, Credit Analysis, Investments, Real Estate Economics, Financial Analysis, Due Diligence, Mortgage Lending, Strategic Planning, Investment Properties, Financial Reporting, Treasury Management, Microsoft Excel, Finance, Microsoft Office, Corporate Governance, Mortgage Banking, Business Planning, Corporate Finance, Financial Structuring, Commercial Mortgages, Mergers & Acquisitions, Asset Management, Funding, Brokerage, Construction Loans, Private Equity, Real Estate Development, Investors, Financial Services, Negotiation, SBA, Capital Markets, Financial Modeling, Debt Restructuring
Education
University of Illinois at Chicago
BA, History
Resourceful Solutions Consulting Group, LLC December 2011 - Present
Faye T. Pantazelos Consulting, LLC July 2010 - December 2011
NCB Holdings, Inc. August 1997 - May 2010
New Century Bank January 1999 - April 2010
Corus Bank November 1994 - August 1997
The First National Bank of Chicago 1990 - November 1994
Skills
Banking, Executive Management, Loans, Commercial Banking, Commercial Real Estate, Commercial Lending, Small Business Lending, Portfolio Management, Credit Risk, Risk Management, Credit, Asset Managment, Underwriting, Real Estate, Loan Origination, Real Estate Financing, Customer Service, Credit Analysis, Investments, Real Estate Economics, Financial Analysis, Due Diligence, Mortgage Lending, Strategic Planning, Investment Properties, Financial Reporting, Treasury Management, Microsoft Excel, Finance, Microsoft Office, Corporate Governance, Mortgage Banking, Business Planning, Corporate Finance, Financial Structuring, Commercial Mortgages, Mergers & Acquisitions, Asset Management, Funding, Brokerage, Construction Loans, Private Equity, Real Estate Development, Investors, Financial Services, Negotiation, SBA, Capital Markets, Financial Modeling, Debt Restructuring
Education
University of Illinois at Chicago
BA, History
Sandy Ober's The First National Bank of Chicago Experience January 1978 - November 1988
Job Financial Services Professional
Industry Financial Services
Experience
Home Care Assistance of Greater Chicago September 2008 - March 2010
Bank of America January 1996 - April 2000
The First National Bank of Chicago January 1978 - November 1988
Education
Michigan State University 1969 — 1973
BS, Sociology, Statistics
Home Care Assistance of Greater Chicago September 2008 - March 2010
Bank of America January 1996 - April 2000
The First National Bank of Chicago January 1978 - November 1988
Education
Michigan State University 1969 — 1973
BS, Sociology, Statistics
Yvonne Lindborg's The First National Bank of Chicago Experience January 1981 - January 1988
Job Owner, Kingsbury Elevator, Inc.
Industry Retail
Experience
Kingsbury Elevator, Inc. January 1988 - Present
The First National Bank of Chicago January 1981 - January 1988
Mr. Charles O. Finley, Former Oakland A's Owner 1984 - 1987
Blue Cross/Blue Shield Association 1981 - 1982
Charles A. Stevens June 1979 - November 1979
Lord & Taylor 1977 - 1978
Bonanza Steak House 1972 - 1976
Skills
Sales Management, Retail, Apparel, Marketing, Marketing Strategy, Facebook, Advertising, Public Relations, Email Marketing, Social Networking, Fundraising, Online Marketing, Social Media, Entrepreneurship, Online Advertising, Public Speaking, Microsoft Office, Social Media Marketing
Education
Northern Illinois University 1975 — 1979
Bachelor of Science, Fashion Merchandising
Harold L. Richards 1972 — 1975
Finley Junior High 1970 — 1972
Kingsbury Elevator, Inc. January 1988 - Present
The First National Bank of Chicago January 1981 - January 1988
Mr. Charles O. Finley, Former Oakland A's Owner 1984 - 1987
Blue Cross/Blue Shield Association 1981 - 1982
Charles A. Stevens June 1979 - November 1979
Lord & Taylor 1977 - 1978
Bonanza Steak House 1972 - 1976
Skills
Sales Management, Retail, Apparel, Marketing, Marketing Strategy, Facebook, Advertising, Public Relations, Email Marketing, Social Networking, Fundraising, Online Marketing, Social Media, Entrepreneurship, Online Advertising, Public Speaking, Microsoft Office, Social Media Marketing
Education
Northern Illinois University 1975 — 1979
Bachelor of Science, Fashion Merchandising
Harold L. Richards 1972 — 1975
Finley Junior High 1970 — 1972
Debbie Tsagalis's The First National Bank of Chicago Experience May 1997 - November 1998
Job Payroll Administrator
Industry Consumer Goods
Experience
Culligan International November 1998 - January 2014
The First National Bank Of Chicago May 1997 - November 1998
The First National Bank Of Chicago January 1993 - May 1997
Skills
Team Building, ADP Payroll, Employee Benefits, HRIS, Microsoft Office, Benefits Administration, Payroll, Microsoft Word, Ultipro, Human Resources, Accounting, Employee Relations, Office Management, Customer Service, Leadership, Process Improvement, Management, Training, Strategic Planning
Education
Harper College 1990 — 1994
Associate's degree, Business Management
Culligan International November 1998 - January 2014
The First National Bank Of Chicago May 1997 - November 1998
The First National Bank Of Chicago January 1993 - May 1997
Skills
Team Building, ADP Payroll, Employee Benefits, HRIS, Microsoft Office, Benefits Administration, Payroll, Microsoft Word, Ultipro, Human Resources, Accounting, Employee Relations, Office Management, Customer Service, Leadership, Process Improvement, Management, Training, Strategic Planning
Education
Harper College 1990 — 1994
Associate's degree, Business Management
Chuck Grebus's The First National Bank of Chicago Experience 1982 - 1997
Job portfolio manager at Northern Trust
Industry Financial Services
Experience
Northern Trust July 2010 - Present
JPMorgan Chase June 1997 - July 2010
The First National Bank of Chicago 1982 - 1997
Skills
Equities, Investments, Asset Management, Fixed Income, Portfolio Management, Asset Allocation, Real Estate, Wealth Management, Mutual Funds, Alternative Investments, Investment Management, Investment Strategies, Securities, Series 7, Investment Advisory, Hedge Funds, Risk Management, Series 63, Financial Modeling, Valuation, Bloomberg, Banking, Investment Properties
Education
The Ohio State University - The Max M. Fisher College of Business
MBA, Marketing
Northern Trust July 2010 - Present
JPMorgan Chase June 1997 - July 2010
The First National Bank of Chicago 1982 - 1997
Skills
Equities, Investments, Asset Management, Fixed Income, Portfolio Management, Asset Allocation, Real Estate, Wealth Management, Mutual Funds, Alternative Investments, Investment Management, Investment Strategies, Securities, Series 7, Investment Advisory, Hedge Funds, Risk Management, Series 63, Financial Modeling, Valuation, Bloomberg, Banking, Investment Properties
Education
The Ohio State University - The Max M. Fisher College of Business
MBA, Marketing
Marrie Smith's The First National Bank of Chicago Experience 1987 - 1994
Job Financial Services Professional
Industry Financial Services
Experience
Bank of America Merrill Lynch 1995 - 2012
Bank of New York 1994 - 1995
The First National Bank of Chicago 1987 - 1994
Skills
Product Management, Project Management, Treasury Management
Education
Northwestern University
Bachelor of Arts (B.A.), Economics
Bank of America Merrill Lynch 1995 - 2012
Bank of New York 1994 - 1995
The First National Bank of Chicago 1987 - 1994
Skills
Product Management, Project Management, Treasury Management
Education
Northwestern University
Bachelor of Arts (B.A.), Economics
Kevin Woelflein's The First National Bank of Chicago Experience 1972 - 1975
Job President at US Capital Investments Company
Industry Financial Services
Experience
U.S. Capital Investments Company 1983 - Present
DoD Task Force for Business & Stability Operations - Iraq February 2007 - December 2009
Dave Nash & Associates LLC March 2005 - August 2006
Coalition Provisional Authority, U.S. Treasury Economic Directorate September 2003 - September 2004
The Massachusetts Company 1983 - 1986
American Security Bank 1981 - 1983
UBAF Arab American Bank 1975 - 1981
The First National Bank of Chicago 1972 - 1975
The First National Bank of Chicago 1966 - 1972
The Federal Reserve Bank of Philadelphia 1966 - 1967
Skills
Mergers, Banking, Portfolio Management, Financial Analysis, Start-ups, Finance, Investments, Business Planning, Valuation, Financial Services, Loans, Leadership, Forecasting, Trading, Venture Capital, Strategic Planning, Business Strategy, Management Consulting, Mergers & Acquisitions, Management, Private Equity, Restructuring, Risk Management, Program Management, Negotiation, Project Management, Policy, Project Planning, Executive Management, Analysis, Business Development
Education
Graduate School of Arts & Sciences, University of Pennsylvania 1960 — 1965
Ph.D. candidate, ABD, Business and Applied Economics
Wharton School of Business, University of Pennsylvania 1956 — 1958
MBA, Industrial Management
Massachusetts Institute of Technology 1950 — 1954
Bachelor of Science (BS), Chemical Engineering
U.S. Capital Investments Company 1983 - Present
DoD Task Force for Business & Stability Operations - Iraq February 2007 - December 2009
Dave Nash & Associates LLC March 2005 - August 2006
Coalition Provisional Authority, U.S. Treasury Economic Directorate September 2003 - September 2004
The Massachusetts Company 1983 - 1986
American Security Bank 1981 - 1983
UBAF Arab American Bank 1975 - 1981
The First National Bank of Chicago 1972 - 1975
The First National Bank of Chicago 1966 - 1972
The Federal Reserve Bank of Philadelphia 1966 - 1967
Skills
Mergers, Banking, Portfolio Management, Financial Analysis, Start-ups, Finance, Investments, Business Planning, Valuation, Financial Services, Loans, Leadership, Forecasting, Trading, Venture Capital, Strategic Planning, Business Strategy, Management Consulting, Mergers & Acquisitions, Management, Private Equity, Restructuring, Risk Management, Program Management, Negotiation, Project Management, Policy, Project Planning, Executive Management, Analysis, Business Development
Education
Graduate School of Arts & Sciences, University of Pennsylvania 1960 — 1965
Ph.D. candidate, ABD, Business and Applied Economics
Wharton School of Business, University of Pennsylvania 1956 — 1958
MBA, Industrial Management
Massachusetts Institute of Technology 1950 — 1954
Bachelor of Science (BS), Chemical Engineering
James Tervo's The First National Bank of Chicago Experience May 1973 - April 1977
Job Real Estate Investor
Industry Law Practice
Experience
Process Transloading, LLC January 2014 - Present
Orrick Herrington & Sutcliffe 1997 - 2012
City of Detroit February 1996 - June 1997
Dickinson Wright June 1977 - December 1995
The First National Bank of Chicago May 1973 - April 1977
Education
University of Michigan Law School
University of Michigan
Bachelor's Degree
Process Transloading, LLC January 2014 - Present
Orrick Herrington & Sutcliffe 1997 - 2012
City of Detroit February 1996 - June 1997
Dickinson Wright June 1977 - December 1995
The First National Bank of Chicago May 1973 - April 1977
Education
University of Michigan Law School
University of Michigan
Bachelor's Degree
KeyBank
Sovereign Bank
Key Bank
Santander Bank, N.A.
Royal Bank of Scotland
KeyCorp
Merrill Edge
CIBC Wood Gundy