AMCORE Investment Group
Industry: Company
DescriptionFounded: 1910 Parent organization: BMO Harris Bank
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AMCORE Investment Group Employees
Employee
Years
Job
Industry
Christopher Gunther Christopher Gunther's AMCORE Investment Group Experience January 2000 - August 2006
Job Associate at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley January 2015 - Present
Royal Bank of Scotland August 2011 - October 2014
Northern Trust Global Investments December 2009 - June 2011
Various Consulting Roles November 2008 - December 2009
Claymore Advisors LLC November 2007 - October 2008
US Bank August 2006 - November 2007
Amcore Investment Group January 2000 - August 2006
Merrill Lynch September 1999 - December 1999
Commercial Credit Corporation June 1997 - May 1999
Skills
Bloomberg, Equities, Securities, Trading Systems, Valuation, FX Options, FX trading, FX Spot, FX Operations, Asset Management, Portfolio Management, Fixed Income, Trading, Derivatives, Investments, Credit Risk, Risk Management, Mutual Funds, Asset Allocation, Management, Investment Banking, Analysis, Financial Analysis, Financial Risk
Education
Arizona State University 1996 — 1999
Bachelor's of Science, Justice Studies
Boylan 1990 — 1994
High School, College Prepartory
Morgan Stanley January 2015 - Present
Royal Bank of Scotland August 2011 - October 2014
Northern Trust Global Investments December 2009 - June 2011
Various Consulting Roles November 2008 - December 2009
Claymore Advisors LLC November 2007 - October 2008
US Bank August 2006 - November 2007
Amcore Investment Group January 2000 - August 2006
Merrill Lynch September 1999 - December 1999
Commercial Credit Corporation June 1997 - May 1999
Skills
Bloomberg, Equities, Securities, Trading Systems, Valuation, FX Options, FX trading, FX Spot, FX Operations, Asset Management, Portfolio Management, Fixed Income, Trading, Derivatives, Investments, Credit Risk, Risk Management, Mutual Funds, Asset Allocation, Management, Investment Banking, Analysis, Financial Analysis, Financial Risk
Education
Arizona State University 1996 — 1999
Bachelor's of Science, Justice Studies
Boylan 1990 — 1994
High School, College Prepartory
Mary Chiodo Mary Chiodo's AMCORE Investment Group Experience September 2001 - September 2002
Job Retirement Plan Specialist Capella
Industry Financial Services
Experience
Capella / Retirement LLC - Series 2 September 2013 - January 2014
The Finway Group, LLC June 2011 - August 2013
Pension Plan Services, Inc February 2009 - October 2010
Principal Financial Group March 2007 - April 2008
Amcore Investment Group September 2001 - September 2002
Brenton Bank/Wells Fargo June 1998 - September 2001
Boatmen's Bank April 1992 - January 1998
Skills
Employee benefits..., Series 7 Licensed..., CEBS III, 401k, Employee Benefits, Qualified Retirement..., Account Management, Team Management, Benefits Administration, Management, Employee Management, Retirement Plan..., New Business Development, Small Business, Key Account Management, Key Account Development, Financial Planning, Insurance, Leadership, Customer Service, Investments, Asset Management, Retirement Planning, Wealth Management, Mutual Funds, Relationship Management, Financial Services, Portfolio Management
Education
Simpson College 1983 — 1986
B.A, Business Management
American Institute of Business
A.A.S, Business Administration
Capella / Retirement LLC - Series 2 September 2013 - January 2014
The Finway Group, LLC June 2011 - August 2013
Pension Plan Services, Inc February 2009 - October 2010
Principal Financial Group March 2007 - April 2008
Amcore Investment Group September 2001 - September 2002
Brenton Bank/Wells Fargo June 1998 - September 2001
Boatmen's Bank April 1992 - January 1998
Skills
Employee benefits..., Series 7 Licensed..., CEBS III, 401k, Employee Benefits, Qualified Retirement..., Account Management, Team Management, Benefits Administration, Management, Employee Management, Retirement Plan..., New Business Development, Small Business, Key Account Management, Key Account Development, Financial Planning, Insurance, Leadership, Customer Service, Investments, Asset Management, Retirement Planning, Wealth Management, Mutual Funds, Relationship Management, Financial Services, Portfolio Management
Education
Simpson College 1983 — 1986
B.A, Business Management
American Institute of Business
A.A.S, Business Administration
Jeffry Trad Jeffry Trad's AMCORE Investment Group Experience 2008 - 2012
Job Regional Manager of Investment and Fiduciary Services at Wells Fargo Private Bank
Industry Banking
Experience
Regional Manager of Investment and Fiduciary Services - Wells Fargo Private Bank September 2015 - Present
Wells Fargo Private Bank October 2013 - Present
Wells Fargo October 2012 - Present
Midland Financial Strategies 2011 - February 2013
Amcore Investment Group 2008 - 2012
Skills
Portfolio Management, Financial Analysis, Wealth Management, Banking, Investments, Asset Allocation, Commercial Banking, Finance, Loans, Credit Analysis, Financial Modeling, Series 7, Credit, Investment Advisory, Mutual Funds, Asset Management, Equities, Retirement Planning
Education
CIMA 2009 — 2010
Certified Inv. Mgt. Anal.
North Central College 1998 — 2010
Master of Business Administration (MBA), Finance, General
Illinois State University 1983 — 1986
Bachelor of Science (BS), English Language and Literature/Letters
Regional Manager of Investment and Fiduciary Services - Wells Fargo Private Bank September 2015 - Present
Wells Fargo Private Bank October 2013 - Present
Wells Fargo October 2012 - Present
Midland Financial Strategies 2011 - February 2013
Amcore Investment Group 2008 - 2012
Skills
Portfolio Management, Financial Analysis, Wealth Management, Banking, Investments, Asset Allocation, Commercial Banking, Finance, Loans, Credit Analysis, Financial Modeling, Series 7, Credit, Investment Advisory, Mutual Funds, Asset Management, Equities, Retirement Planning
Education
CIMA 2009 — 2010
Certified Inv. Mgt. Anal.
North Central College 1998 — 2010
Master of Business Administration (MBA), Finance, General
Illinois State University 1983 — 1986
Bachelor of Science (BS), English Language and Literature/Letters
Gary Ollmann's AMCORE Investment Group Experience March 1999 - January 2003
Job President at Heritage Way Advisors, LLC
Industry Investment Management
Experience
Heritage Way Advisors, LLC January 2003 - Present
AMCORE Investment Group March 1999 - January 2003
SunTrust Bank December 1994 - March 1999
Skills
Investments, Hedge Funds, Asset Management, Equities, Portfolio Management, Asset Allocation, Investment Strategies, Wealth Management, Fixed Income, Mutual Funds, Investment Advisory, Alternative Investments, Retirement Planning, Retirement, Investment Management, Financial Risk
Education
University of Chicago 1997 — 1999
Master of Business Administration (M.B.A.)
Illinois State University 1983 — 1985
Bachelor of Science (B.S.), Finance, General
Heritage Way Advisors, LLC January 2003 - Present
AMCORE Investment Group March 1999 - January 2003
SunTrust Bank December 1994 - March 1999
Skills
Investments, Hedge Funds, Asset Management, Equities, Portfolio Management, Asset Allocation, Investment Strategies, Wealth Management, Fixed Income, Mutual Funds, Investment Advisory, Alternative Investments, Retirement Planning, Retirement, Investment Management, Financial Risk
Education
University of Chicago 1997 — 1999
Master of Business Administration (M.B.A.)
Illinois State University 1983 — 1985
Bachelor of Science (B.S.), Finance, General
Amy Willard's AMCORE Investment Group Experience October 2004 - July 2005
Job Accountant at Goldfield Telecom
Industry Utilities
Experience
Goldfield Telecom June 2015 - Present
NIMECA August 2005 - May 2015
AMCORE Investment Group October 2004 - July 2005
Iowa Student Loan November 2002 - October 2004
Iowa Wireless Services LLC, d/b/a i wireless (A T-Mobile Affiliate) 2000 - 2002
Skills
Process Improvement, Financial Analysis, Financial Reporting, Microsoft Excel, Budgets, Accounting, Business Analysis, Accounts Payable, Analysis, Access, Small Business, Account Reconciliation, Financial Accounting, Accounts Receivable, Tax Accounting, finan, Corporate Finance
Education
University of Northern Iowa 1995 — 2000
Goldfield Telecom June 2015 - Present
NIMECA August 2005 - May 2015
AMCORE Investment Group October 2004 - July 2005
Iowa Student Loan November 2002 - October 2004
Iowa Wireless Services LLC, d/b/a i wireless (A T-Mobile Affiliate) 2000 - 2002
Skills
Process Improvement, Financial Analysis, Financial Reporting, Microsoft Excel, Budgets, Accounting, Business Analysis, Accounts Payable, Analysis, Access, Small Business, Account Reconciliation, Financial Accounting, Accounts Receivable, Tax Accounting, finan, Corporate Finance
Education
University of Northern Iowa 1995 — 2000
Kevin Kase's AMCORE Investment Group Experience 1997 - 2002
Job District Leader at Primerica
Industry Financial Services
Experience
Primerica February 2013 - Present
Self-Employed May 2009 - Present
Russell Investments August 2007 - April 2009
Russell Investments May 2005 - August 2007
Fifth Third Bank February 2002 - May 2005
AMCORE Investment Group 1997 - 2002
Skills
Investment/Financial..., Relationship Development, Group Presentations, Investment/Financial..., New Business Development, Creative Problem Solving, Client Service, Quantitative Analysis, Teamwork, Problem Solving, Microsoft Office, Negotiation, Investments, Financial Services, Relationship Management, Fiduciary Management, Trust Work, Retirement Planning, Quantitative Analytics, Leadership, Management, Business Planning, CRM
Education
University of Washington 2006 — 2008
MBA, Finance
University of Illinois at Urbana-Champaign 1990 — 1994
BS, Finance
Primerica February 2013 - Present
Self-Employed May 2009 - Present
Russell Investments August 2007 - April 2009
Russell Investments May 2005 - August 2007
Fifth Third Bank February 2002 - May 2005
AMCORE Investment Group 1997 - 2002
Skills
Investment/Financial..., Relationship Development, Group Presentations, Investment/Financial..., New Business Development, Creative Problem Solving, Client Service, Quantitative Analysis, Teamwork, Problem Solving, Microsoft Office, Negotiation, Investments, Financial Services, Relationship Management, Fiduciary Management, Trust Work, Retirement Planning, Quantitative Analytics, Leadership, Management, Business Planning, CRM
Education
University of Washington 2006 — 2008
MBA, Finance
University of Illinois at Urbana-Champaign 1990 — 1994
BS, Finance
Barbara Huffman's AMCORE Investment Group Experience September 1990 - May 1998
Job Partner, McGreevy Williams, P.C.
Industry Law Practice
Experience
McGreevy Williams, P.C. September 2001 - Present
Nicolosi & Associates September 1998 - September 2001
Amcore Investment Group September 1990 - May 1998
Amcore Investment Services 1990 - 1998
Skills
Estate Planning, Estate Administration, Guardianship, Trusts, Elder Law, Powers of Attorney, Wills, Estate Tax Planning, Charitable Trusts, Real Estate, Probation, Gift Tax, Prenuptial Agreements, Inheritance, Inheritance Tax Planning, LLC, Real Estate Transactions, Probate, Living Trusts, Living Wills, Special Needs Planning, Estate Settlement
Education
Northern Illinois University 1988 — 1990
Juris Doctorate, Law
Allegheny College 1971 — 1975
BA, English
Camp Hill High School
McGreevy Williams, P.C. September 2001 - Present
Nicolosi & Associates September 1998 - September 2001
Amcore Investment Group September 1990 - May 1998
Amcore Investment Services 1990 - 1998
Skills
Estate Planning, Estate Administration, Guardianship, Trusts, Elder Law, Powers of Attorney, Wills, Estate Tax Planning, Charitable Trusts, Real Estate, Probation, Gift Tax, Prenuptial Agreements, Inheritance, Inheritance Tax Planning, LLC, Real Estate Transactions, Probate, Living Trusts, Living Wills, Special Needs Planning, Estate Settlement
Education
Northern Illinois University 1988 — 1990
Juris Doctorate, Law
Allegheny College 1971 — 1975
BA, English
Camp Hill High School
Jaye Joslin's AMCORE Investment Group Experience 2003 - 2006
Job Electrocardiogram Technician at University of Wisconsin Hospital and Clinics
Industry Investment Management
Experience
University of Wisconsin Hospital and Clinics October 2013 - Present
University of Wisconsin Hospital and Clinics November 2012 - October 2013
Interlake Capital Management October 2008 - December 2012
University of Wisconsin Hospital and Clinics April 2010 - November 2012
AMCORE Investment Group 2003 - 2006
US Bank October 2000 - December 2002
CUNA Mutual Group March 1993 - October 2000
Skills
Customer Service, Management, Healthcare, Process Improvement, New Business Development, Public Speaking, Banking, Team Leadership, Recruiting, Financial Analysis, Leadership, Applicant Tracking..., Relationship Management
Education
Ball State University 1984 — 1988
Bachelor's degree, Finance and Financial Management Services
Ball State University - College of Business 1984 — 1988
Bachelor's degree, Finance, General
University of Wisconsin Hospital and Clinics October 2013 - Present
University of Wisconsin Hospital and Clinics November 2012 - October 2013
Interlake Capital Management October 2008 - December 2012
University of Wisconsin Hospital and Clinics April 2010 - November 2012
AMCORE Investment Group 2003 - 2006
US Bank October 2000 - December 2002
CUNA Mutual Group March 1993 - October 2000
Skills
Customer Service, Management, Healthcare, Process Improvement, New Business Development, Public Speaking, Banking, Team Leadership, Recruiting, Financial Analysis, Leadership, Applicant Tracking..., Relationship Management
Education
Ball State University 1984 — 1988
Bachelor's degree, Finance and Financial Management Services
Ball State University - College of Business 1984 — 1988
Bachelor's degree, Finance, General
Sarah Anderson-Hartwig's AMCORE Investment Group Experience 2001 - 2006
Job AVP of Operations at Town Bank
Industry Financial Services
Experience
Town Bank January 2015 - Present
Community Bank CBD purchased by Town Bank in Jan of 2015 September 2011 - January 2015
AMCORE Bank now Harris Bank 2010 - January 2011
AMCORE Bank 2008 - 2010
AMCORE Bank 2007 - 2008
AMCORE Bank 2006 - 2007
AMCORE Investment Group 2001 - 2006
AMCORE Investment Group 1999 - 2001
AMCORE Bank 1994 - 1999
Education
Illinois State University 1996 — 1999
Bachelor of Science, Finance
Rock Valley College 1994 — 1996
Associate of Arts, Finance, General
Town Bank January 2015 - Present
Community Bank CBD purchased by Town Bank in Jan of 2015 September 2011 - January 2015
AMCORE Bank now Harris Bank 2010 - January 2011
AMCORE Bank 2008 - 2010
AMCORE Bank 2007 - 2008
AMCORE Bank 2006 - 2007
AMCORE Investment Group 2001 - 2006
AMCORE Investment Group 1999 - 2001
AMCORE Bank 1994 - 1999
Education
Illinois State University 1996 — 1999
Bachelor of Science, Finance
Rock Valley College 1994 — 1996
Associate of Arts, Finance, General
Kim Sharar's AMCORE Investment Group Experience May 1998 - February 2008
Job Accountant at Keith C. Conover, CPA
Industry
Experience
Keith C. Conover, CPA October 2011 - Present
e December 2009 - Present
IVESCO April 2008 - October 2009
AMCORE Investment Group May 1998 - February 2008
Skills
Accounts Receivable, Analysis, Financial Reporting, Financial Accounting, Account Reconciliation, Budgets, Data Analysis, Accounts Payable, Process Improvement
Education
Buena Vista University 2008 — 2011
BA, Accounting
University of Northern Iowa 1995 — 1998
BA, Business Management
Keith C. Conover, CPA October 2011 - Present
e December 2009 - Present
IVESCO April 2008 - October 2009
AMCORE Investment Group May 1998 - February 2008
Skills
Accounts Receivable, Analysis, Financial Reporting, Financial Accounting, Account Reconciliation, Budgets, Data Analysis, Accounts Payable, Process Improvement
Education
Buena Vista University 2008 — 2011
BA, Accounting
University of Northern Iowa 1995 — 1998
BA, Business Management
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY