BMO Harris Bank
BMO Harris Bank, N.A. is a United States bank based in Chicago, Illinois. It is a member of the Federal Reserve System and operates branches in the states of Illinois, Indiana, Arizona, Missouri, Minnesota, Kansas, Florida, and Wisconsin. Customer service: 00 1 847-238-2265 Headquarters: Chicago, Illinois, United States Parent organization: Bank of Montreal Number of employees: 14,200 (2016) Founder: Norman Wait Harris Subsidiaries: BMO Harris Equipment Finance Company,
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BMO Harris Bank Employees
BMO Harris Bank March 2012 - Present
Taproot Foundation February 2011 - Present
Pipal Research April 2001 - January 2009
ICICI Bank January 1999 - July 2000
McKinsey & Company July 1996 - January 1999
Education
Indian Institute of Management, Ahmedabad 1994 — 1996
MBA, Finance
University of Mumbai 1991 — 1994
Bachelor in Commerce, Accounting and economics
IDEO May 2015 - Present
IDEO June 2010 - May 2015
IDEO September 2007 - January 2014
ABN AMRO Bank N.V. August 2003 - September 2007
BMO Harris Bank March 2006 - November 2006
Skills
Microsoft Excel, Budgets, Microsoft Office, PowerPoint, Finance, Accounting, Project Management, Management, Leadership, Accounts Payable, Microsoft Word, Product Development, Graphic Design
Education
Roosevelt University 2012 — 2016
BSBA, Accounting, Financial Accounting
Illinois Institute of Art 2003 — 2006
Associate of Arts and Sciences (A.A.S.), Culinary Arts/Chef Training
Kenosha Visiting Nurse Association, Inc. & Affiliates June 2015 - Present
Herzing University - Kenosha Campus January 2013 - April 2015
BMO Harris Bank August 2010 - January 2013
Coach September 2008 - November 2010
West Shores Youth Center 2007 - 2008
Skills
Time Management, Critical Thinking, Nursing, Organization Skills, Healthcare, Patient Advocacy, CPR Certified, Customer Service, Teamwork, PowerPoint, Academic Tutoring, Health Advocacy, Communication, Skilled Multi-tasker, Working With Children, Microsoft Word, Microsoft Excel, Public Speaking
Education
Herzing University-Kenosha 2013 — 2015
Bachelor of Science (BS), Nursing
Straits Financial LLC June 2015 - Present
BMO Harris Bank June 2014 - August 2014
Insurance Subrogation Group June 2012 - August 2012
Northwestern University, Feinberg School of Medicine June 2011 - August 2011
Dr Pepper Snapple Group June 2010 - August 2010
Skills
Teamwork, Team Building, Microsoft Office, Analysis, Microsoft Excel, Microsoft Word, Research, Negotiation, Time Management, Management, Compliance, Lexis, Interpersonal Skill, Salesforce Training, Inventory Management, Ebay Sales, Paypal Integration, Marketing Strategy
Education
Indiana University Bloomington 2009 — 2013
B.A. Political Science & History, Minor: Public and Environmental Affairs
Elite Change, Inc July 2014 - Present
Space City Credit Union October 2012 - December 2013
BMO Harris Bank June 2011 - August 2012
Skills
Banking, Loans, Credit, Commercial Banking, Retail Banking, Cross Selling, Customer Service, Relationship Management, Portfolio Management, Insurance, Sales, Cash Management, Call Centers, Customer Retention, Customer Experience, Event Planning, Leadership, Customer Satisfaction
Education
Texas Southern University 2012 — 2014
Master of Public Administration (M.P.A.), Human Resources Management/Personnel Administration, General
Illinois State University
Bachelor of Science (BS), Communication, General
BMO Harris Bank July 2007 - Present
BMO Harris Bank July 2007 - Present
Regions Bank March 1987 - July 2007
Regions Financial Corporation 1987 - 2007
Union Planters Bank 1999 - 2005
Skills
Small Business Lending, Consumer Lending, Loans, Commercial Lending, Lines Of Credit, Branch Banking, Business Development, Retail Banking, Credit, Commercial Banking, Banking, Branch Management, Credit Analysis, Loan Origination, Mortgage Lending, Cross Selling, Relationship Management
Education
Indiana University - Kelley School of Business 2000 — 2004
Bachelors, Business Management and Human Resource management
Warren Central High School 1982 — 1985
High School, General Studies
Holy Spirit Catholic School 1975 — 1982
BMO Harris Bank October 2014 - Present
BMO Harris Bank January 2014 - October 2014
BMO Harris Bank December 2011 - December 2013
BMO Capital Markets July 2009 - December 2011
McCann Erickson June 2008 - August 2008
CitiFinancial May 2007 - August 2007
Skills
Credit Analysis, Financial Analysis, Financial Modeling, Portfolio Management, Credit Risk, Commercial Lending, Risk Management, Finance, Corporate Finance, Banking, Capital Markets, Credit
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (MBA), Finance, Management and Economics
Indiana University - Kelley School of Business 2005 — 2009
B.S., Finance, International Business, Productions/Operations Management
Universitat Pompeu Fabra 2008 — 2008
BS, Finance
Minnetonka High School 2001 — 2005
BMO Harris Bank February 2014 - Present
JPMorgan Chase August 2011 - February 2014
Skills
Marketing Strategy, Business Strategy, Sales Operations, Sales Process, Strategic Planning, Coaching, Sales Management, Business Coaching, Sales, Change Management, Project Management, Strategic Financial..., Business Relationship..., Management, Loans, Investments, Series 63, Loan Origination, Relationship Management, Leadership, Finance, PowerPoint, Microsoft Excel
Education
University of Wisconsin-Madison 2013 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Idaho State University 2006 — 2011
School of Performing Arts: Bachelor of Music, Piano Performance
EY 2015 - Present
BMO Harris Bank May 2014 - August 2014
JMI Manufacturers' Representatives May 2013 - January 2014
Cantigny Golf Course May 2009 - August 2013
Wheaton Park District April 2007 - July 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Access, PowerPoint, Financial Analysis, Project Management, Social Media, Information Technology, Finance, Sales
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science in Business, Finance
BMO Harris Bank Executive Sales Administrator/Sales CoordinatorAloricaJuly 2000 - May 2015
Alorica July 2000 - May 2015
CTX International October 1992 - July 2000
Skills
Account Management, Negotiation, Customer Experience, Sales, Customer Satisfaction, CRM, Travel Management, Customer Retention, Salesforce.com, Office Management, Inventory Management, Direct Sales, Sales Operations, Sales Administration, Accounts Receivable, Accounts Payable, Project Management, Vendor Management
Education
Illinois State University 1986 — 1990
Bachelor of Science (B.S.), Political Science and Business Admin Minor
BMO Harris Bank December 2013 - Present
BMO Harris Bank September 2011 - December 2013
BMO Harris Bank November 2009 - September 2011
BMO Harris Bank June 2009 - November 2009
Skills
Commercial Banking, Credit, Financial Modeling, Underwriting, Risk Management, Commercial Lending, Credit Analysis, Banking, Portfolio Management, Financial Analysis, Cash Flow Lending, Loans, Analysis, Cash Flow, Negotiation
Education
Indiana University - Kelley School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Finance and Entrepreneurship
Indiana University - Kelley School of Business 2005 — 2009
Finance
MB Financial Bank November 2012 - Present
BMO Harris Bank December 2007 - July 2010
Professional Mortgage Partners May 2005 - December 2007
Skills
Residential Mortgages, FHA financing, HomePath, First Time Home Buyers, Spanish-speaking, Loan Origination, VA loans, Mortgage Lending, Loans, Refinance, Financial Services, Investment Properties, FHA, Government Loans
Education
Illinois Central College 1989 — 1990
BMO Capital Markets July 2015 - Present
BMO Capital Markets December 2014 - July 2015
BMO Harris Bank June 2013 - December 2014
BMO Harris Bank July 2012 - June 2013
Johnson & Johnson May 2011 - August 2011
A.H. Furnico July 2011 - July 2011
ArcelorMittal May 2010 - August 2010
DiscoverSevilla June 2009 - July 2009
Skills
Finance, Strategy
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (MBA), Finance, Entrepreneurship, Marketing
Indiana University - Kelley School of Business 2008 — 2012
Bachelor's degree, Majors: Finance, Marketing; Minor: Spanish
BMO Harris Bank June 2015 - Present
Channel IQ December 2012 - May 2015
P&C Pryconsa June 2009 - July 2011
Skills
Analytics, SQL, Business Analysis, Data Analysis, Microsoft Office, Analysis, Financial Analysis, Project Management, Microsoft SQL Server, Finance, Matlab, Financial Modeling, Python, Microsoft Excel, Windows, Mac. OSX, Microsoft Office Suite, Business Strategy, Operations, Investment, Financial Statement..., C++, VBA, Fixed Income, Bloomberg, PowerPoint, Equities, Options, Trading, Technical Analysis, Investments, Financial Markets, Proprietary Trading, R, Microsoft Word, Piano, Violin, Equity Derivatives, SAS
Education
Illinois Institute of Technology 2011 — 2012
Master's Degree, Aerospace Engineer
Universidad Politécnica de Madrid 2004 — 2012
Master's Degree, Aeronautics, Mathematics and Physics.
Conservatory of Music 1994 — 2004
Associate's Degree, Music & Arts: Violin, Piano.
La Salle Maravillas 1992 — 2004
High School, Science and Mathematics
Plancorp, LLC December 2013 - Present
The Laiderman Law Firm, P.C. June 2012 - December 2013
Delta Investment Services 2006 - 2012
Delta Investment Services 2006 - 2012
Jones Group, Design & Landscaping LLC, Board Trustee January 1995 - December 2006
BMO Harris Bank 1992 - 1995
Signature Graphics, Inc. 1990 - 1992
First National Bank, AKA JPMorgan Chase 1986 - 1989
Selling Homes Inc. 1985 - 1989
Education
Indiana University Bloomington
Bachelor's of Science
Salin Bank & Trust Company March 2014 - Present
BMO Harris Bank June 2010 - March 2014
Chase Bank September 2008 - June 2010
Home Bank October 2006 - June 2008
Citizens Bank August 2001 - October 2006
Skills
Loans, Credit, Banking, Mortgage Lending, Credit Analysis, Small Business Lending, Retail Banking, Consumer Lending, Commercial Banking, Finance, Commercial Lending, Lines Of Credit, Cross Selling, Deposits, Relationship Management, Branch Banking, Sales, Underwriting, Small Business, Loan Origination, Mortgage Banking, Residential Mortgages, Branch Management, Wealth Management, Home Equity Loans, Credit Risk, Asset Based Lending, Financial Analysis, Risk Management, Management, Cash Management, USDA, Refinance, Insurance, Home Equity Lines of..., Construction Loans, Mortgage Underwriting, FHA, Treasury Management, Portfolio Management, VA loans, SBA, Commercial Real Estate, Banking Relationships, Treasury Services, Agricultural loans, Budget Preparation, Cash Flow, Liquidity Management
Education
Indiana University Bloomington 1996 — 2000
Bachelor of Arts, Communication Studies
Indiana University - Kelley School of Business 1996 — 2000
2 Year Certification, Business
BMO Harris Bank July 2015 - Present
LA Fitness August 2014 - July 2015
Illinois State University May 2013 - May 2014
Chipotle Mexican Grill June 2012 - April 2013
DuPont Pioneer May 2008 - August 2010
Skills
Teamwork, Customer Service, Public Speaking, Marketing, PowerPoint, Microsoft Excel, Microsoft Word, Time Management, Leadership, Research, Social Media, Selling, Marketing Research, Blogger, Creative Problem Solving, Microsoft Office, Event Planning, Social Networking, Facebook, Team Leadership, Social Media Marketing
Education
Illinois State University
Bachelor of Science (BS), Business Administration, 3.2 GPA
BMO Harris Bank September 2012 - Present
CBS Radio, 670 The SCORE April 2014 - July 2014
95.9 The River - WERV FM January 2014 - April 2014
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Banking, Social Media, Outlook, Time Management, Leadership, Call Centers, Teamwork, Access, Customer Satisfaction, Sales
Education
Illinois Center for Broadcasting-Lombard Campus 2013 — 2014
Radio and Television Production; Web Design
Joliet Junior College 2011 — 2013
Associate of Arts (A.A.)
Deloitte September 2014 - Present
Deloitte June 2013 - August 2013
BMO Harris Bank June 2012 - August 2012
ABT May 2009 - August 2011
Skills
Microsoft Office, Customer Service, Public Speaking, HTML, Team Leadership, Microsoft Excel, Social Media, Public Relations, Microsoft Word, Leadership, Project Management, Social Media Marketing, Marketing, Financial Analysis
Education
Indiana University - Kelley School of Business 2009 — 2014
Bachelor of Science, Business; Finance and Accounting, Junior
American Leadership Academy
BMO Harris Bank April 2014 - Present
BMO Harris Bank August 2009 - April 2014
Skills
Customer Service, Banking, Retail Banking, Mortgage Banking, Sales, Sports, Online Banking, Process Improvement, Leadership
Education
Indiana University Bloomington 2003 — 2007
Bachelor of Science (BS), Sports Communication
Standard Bank & Trust Co. February 2009 - Present
Standard Bank & Trust Co. February 2002 - February 2009
BMO Harris Bank May 1998 - February 2002
Standard Bank & Trust Co. November 1993 - May 1998
Skills
Marketing, Banking, Product Management, Marketing Strategy, Direct Marketing, Commercial Lending, Relationship Management, Small Business Lending, Retail Banking, Analytics, Integrated Marketing, Competitive Analysis, Brand Management, Market Research, Advertising, Database Marketing, Product Development, Data Analysis, Strategic Planning, Bank Marketing..., MapInfo, Web Design, Web Development
Education
Indiana University Bloomington
Marketing
U.S. Department of State August 2012 - August 2013
BMO Harris Bank February 2013 - July 2013
EDEKA Aktiengesellschaft June 2012 - August 2012
Sparkasse July 2009 - July 2012
Skills
Accounting, Private Banking, Sales, Solution Selling, Marketing, Insurance, Economics, Bank Accounting, Finance, Banking, Financial Analysis, Training, Leadership, Microsoft Office, Teamwork, Customer Service, Management, Microsoft Excel
Education
St. Edward's University 2014 — 2015
Bachelor of Business Administration (B.B.A.), International Business Management
Hult International Business School 2013 — 2014
Bachelor of Business Administration (BBA), International Business, Management
Northcentral Technical College 2012 — 2012
Business, Management, Marketing, and Related Support Services
Sparkasse Rotenburg-Bremervoerde 2009 — 2012
Banker
C.-F.-G. Realschule 2004 — 2009
certificate of extended Realschule completion
Ivy Tech Community College October 2014 - Present
Helix Education September 2014 - April 2015
Fort Wayne Community Schools August 2013 - October 2014
BMO Harris Bank June 2011 - October 2012
Walmart June 2010 - November 2010
Monroe County Community School Corporation January 2009 - June 2010
Skills
Analysis, Project Management, Customer Service, Sales, Banking, Leadership, Time Management, Finance, Change Management, Data Analysis, Teamwork, Financial Analysis, Business Strategy, Management, Customer Satisfaction, Research, Public Speaking, Microsoft Excel, PowerPoint, Event Planning, Microsoft Office
Education
Indiana Wesleyan University 2011 — 2013
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
Indiana University Bloomington 2006 — 2011
Bachelor's Degree, Public Financial Management
BMO Harris Bank 2014 - Present
Moneyworks July 2014 - April 2015
Center for Financial Services Innovation March 2013 - September 2013
Capital Good Fund (Americorps VISTA) August 2011 - September 2012
Arvest Bank March 2010 - August 2011
Arvest Bank March 2009 - March 2010
John Brown University August 2008 - December 2008
Entertainment Marketing Communications, LLC May 2008 - June 2008
Hospital Psiquiátrico San Juan De Dios December 2007 - January 2008
Skills
Financial Analysis, Research, Strategic Planning, Data Analysis, Credit, Credit Analysis, Loans, Banking, Sales, Public Speaking, Customer Service, Spanish-speaking, Cross-cultural Teams, Team Building, Coaching, Budgets, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Spanish, Time Management, Nonprofits, Volunteer Management, Leadership, Finance
Education
IE Business School 2015 — 2016
Master's degree, Marketing Research
John Brown University 2005 — 2008
B.S., Psychology, 3.85
Fairview Health Services March 2015 - Present
BMO Harris Bank December 2014 - February 2015
Thomson Reuters July 2014 - August 2014
3M August 2012 - June 2014
East View Information Services December 2011 - July 2012
3M June 2007 - April 2011
Delfel Consulting March 2000 - June 2007
Ameriprise Financial October 1999 - March 2000
Truck Writers Inc April 1999 - September 1999
Xcel Energy April 1998 - March 1999
Skills
Toastmasters, Aeronautics, Cisco Technologies, Active Directory, Windows Server, Switches, Disaster Recovery, Data Center, VoIP, Microsoft Exchange, Routers, Technical Support
Education
Indiana State University
Riverland Community College
Network Cabling Specialist
BMO Harris Bank February 2013 - Present
Negapock August 2005 - Present
Marcus Theatres August 2011 - October 2014
Marcus Theatres October 2003 - September 2011
Skills
Microsoft Office, Adobe Creative Suite, Customer Service, Film, Photoshop, Social Media
Education
Illinois Institute of Art 2005 — 2010
BMO Harris Bank July 2014 - Present
Vanguard May 2013 - August 2013
Harvard Business School January 2013 - January 2013
Northwestern Memorial Hospital May 2012 - July 2012
Holden Wealth Management February 2012 - May 2012
Hank's Auto Sales October 2006 - August 2011
Skills
Verbal Communication, Engagement, Cross-functional Team..., Competitive Analysis, Finance, Sales, Financial Analysis, Project Management, Brand Management, Strategic Planning, Accounting, Financial Modeling, Data Analysis, Management, Business Analysis
Education
Indiana University - Kelley School of Business 2011 — 2014
Bachelor of Science in Business, Major: Entrepreneurship and Corporate Innovation, Senior
Indiana-Purdue University Fort Wayne 2010 — 2011
Bachelor of Science, Electrical Engineering
La Lumiere School 2009 — 2010
InterOcean Capital, LLC June 2014 - Present
Northern Illinois University May 2013 - May 2014
Financial Management Association August 2012 - May 2014
NIU Student Managed Portfolio August 2012 - May 2014
CFA Institute Research Challenge November 2013 - January 2014
Knaack, LLC (NIU ELC) May 2013 - December 2013
BMO Harris Bank May 2013 - August 2013
Skills
Time Management, Management, Accounting, Finance, Budgets, Account Reconciliation, Data Analysis, Due Diligence, Analysis, Access, Financial Modeling
Education
Northern Illinois University 2012 — 2014
Bachelor's of Science, Finance
Illinois Valley Community College 2010 — 2012
Associate of Science (A.S.)
Liquid Capital Group September 2012 - Present
BMO Harris Bank April 2011 - September 2012
Bridge Finance Group July 2007 - March 2011
Skills
Mergers, Asset Managment, Portfolio Management, Finance, Loans, Investments, Financial Analysis, Mergers & Acquisitions, Asset Management, Mutual Funds, Cash Flow, Financial Modeling, Trading, Process Improvement, Management, Due Diligence, Capital Markets, Risk Management, Valuation, Leadership, Fixed Income
Education
Indiana University - Kelley School of Business 2003 — 2007
Bachelor of Science in Business, Finance, Spanish
BMO Harris Bank January 2008 - Present
Fifth Third Bank 2000 - January 2008
Skills
Sales Pipeline..., Credit Analysis, Leadership Development, Strategic Planning, Strategy Development, Sales Recruitment, Recruitment/Retention, New Business Development, New Business Acquisition, Business Relationship..., conversational French, Sales Management, Business Acquisition, Banking, Management, Leadership, Strategy, Recruiting, Treasury Management, Commercial Banking
Education
Indiana University - Kelley School of Business 2000 — 2002
Masters of Business Administration
Oakland University 1983 — 1988
Bachelor of Science - Finance; Bachelor of Arts - French
L'Universite de Dijon 1985 — 1985
Certificat de Langue, French Language
BMO Harris Bank August 2013 - Present
JP Morgan Chase February 2011 - July 2013
JPMorgan Chase Bank February 2003 - February 2011
Harris Nesbitt January 2001 - February 2003
Skills
Loans, Commercial Lending, Banking, Portfolio Management, Commercial Banking, Credit, Financial Analysis, Credit Analysis, Treasury Management, Financial Modeling, Finance, Investments
Education
Indiana University - Kelley School of Business 2005 — 2008
MBA, Finance
Indiana University Bloomington 1993 — 1997
Bachelor of Science, Finance
BMO Harris Bank February 2015 - Present
Roman Warren Design January 2011 - Present
US Foods January 2015 - January 2015
The Appraisal Institute March 2013 - October 2014
Upshot April 2014 - April 2014
Houghton Mifflin Harcourt June 2008 - March 2013
McDougal Littell June 2006 - June 2008
Citigroup Global Market January 2005 - September 2006
Robert Mondavi July 2004 - December 2004
Chicago Defender 2000 - 2004
Skills
InDesign, Layout, QuarkXPress, Adobe Creative Suite, Adobe Acrobat, Illustrator, Brochures, Publications, Editorial, Dreamweaver, Publishing, Logo Design, Microsoft Word, Creative Direction, Advertising, Newsletters, Photoshop, Catalogs, Microsoft Office, PowerPoint, Marketing, Graphic Design, Pre-press, Graphics, Typesetting, Adobe Fireworks, Flash, Microsoft Excel, Microsoft Powerpoint, Image Manipulation, Corporate Branding, Adobe Muse, Adobe Incopy, Social Media, Posters, WordPress, Banners, Art, Editing
Education
International Academy of Design and Technology 2002 — 2004
A.A.S, Computer Graphic Design
Illinois State University 1995 — 2000
BFA, General Arts
BMO Harris Bank March 2008 - Present
LaSalle Bank June 2005 - March 2008
Skills
Banking, Commercial Lending, Commercial Banking, Credit Analysis, Loans, Credit, Portfolio Management, Financial Analysis, Underwriting, Small Business Lending, Financial Modeling, Treasury Management, Middle Market, Investments
Education
Indiana University - Kelley School of Business 2001 — 2005
BS, Finance
Indiana University Bloomington 2001 — 2005
B.S., Finance
Fenwick High School 1997 — 2001
BMO Harris Bank May 2007 - Present
JPMorgan Chase 2006 - 2007
HSBC 2004 - 2006
Sears Holdings Corporation 2000 - 2004
Sears Holdings Corporation 2000 - 2004
Skills
Small Business Lending, Mortgage Lending, Community Relations, Customer Service, Investments, Small Business, Non-profits, Customer Acquisition, Customer Satisfaction, Customer Focus, Community Outreach, Organizational..., Loans, Credit, Banking, Retail Banking, Credit Analysis, Lines Of Credit, Leadership, Cross Selling, Treasury Management, Mortgage Banking, Relationship Management, Team Building, Refinance, Sales, SBA, Residential Mortgages, Customer Retention, Deposits, Coaching, Home Equity Lines of..., Loan Origination, Portfolio Management, Branch Management, Branch Banking, Merchant Services, Home Equity Loans, Sales Management, Consumer Lending, Commercial Lending, Banking Relationships, Risk Management, Credit Cards, Business Relationship...
Education
Indiana University Bloomington 1988 — 1993
BA
BMO Harris Bank June 2014 - Present
Chase August 2010 - February 2014
Chase June 2006 - August 2010
Bank One/Chase February 2002 - June 2006
Bank One April 2000 - February 2002
American National Bank & Trust Company of Chicago July 1997 - April 2000
Yellow Freight Systems May 1996 - July 1997
American National Bank & Trust Company of Chicago July 1991 - April 1996
Skills
Outlook, Banking, Loans, Access, Credit, Computer skills..., Customer Service, Highly detail oriented, Time Management, Organizational..., Highly Resourceful, Dependable Team Player, Superior Work Ethic, CRM, Management
Education
Illinois State University
Bachelor of Science (BS), Business Administration and Management, General, Graduated with Honors (3.45/4.00)
BMO Harris Bank August 1997 - Present
First Bank February 1994 - August 1997
Magna Bank September 1993 - February 1994
Skills
Private Banking, Mortgage Lending, Consumer Lending, Branch Management, Commercial Banking, Loans, Credit Analysis, Commercial Lending, Credit, Lines Of Credit, Loan Origination
Education
Illinois Central College
Business
IBA School of Banking-Southern Illinois University
BMO Harris Bank December 2012 - Present
Zacks Investment Research April 2011 - December 2012
Alpha Logic September 2000 - April 2011
Irwin Robbins Capital Management October 2003 - August 2004
Chicago Investment Analytics, a division of Schwab Capital Markets December 1995 - September 2000
Sears Holdings Management Corporation December 1989 - February 1994
Skills
Matlab, Compustat, Equities, Hedge Funds, Investment Management, Securities, Research, Portfolio Management, Asset Managment, Valuation, Trading, Financial Modeling, Investments, Private Equity, Financial Markets, Quantitative Analytics, Capital Markets, FactSet
Education
University of Denver - Daniels College of Business 1994 — 1995
MBA, Business Statistics
Indiana University - Kelley School of Business 1985 — 1989
Bachelor of Science, Business, Decision Sciences
Angie's List June 2015 - Present
SurePayroll March 2014 - May 2015
International Sports Management, Inc. July 2013 - February 2014
BMO Harris Bank June 2012 - August 2012
BMO Harris Bank January 2011 - August 2011
Linden True Value Hardware August 2007 - August 2010
Skills
PowerPoint, Microsoft Office, Word, Excel, Microsoft Excel, Budgets, Critical Thinking, Microsoft Word, Social Networking, Social Media Marketing, Sales, Event Planning, Management
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science, Marketing
Indiana University Bloomington 2009 — 2013
BS, Marketing
Salin Bank & Trust April 2009 - Present
USO 2014 - Present
Boys & Girls Club of Zionsville 2005 - 2010
BMO Harris Bank January 2007 - April 2009
BMO Harris Bank 2007 - 2009
First National Bank & Trust (n/k/a Harris Bank) 2003 - 2007
Consona Corporation 2000 - 2004
Monsanto Company 1995 - 2000
WANE-TV 1985 - 1990
Skills
Strategic Planning, Marketing Strategy, Email Marketing, Public Relations, Lead Generation, Advertising, Event Planning, Fundraising, Sales Management, Customer Service, Public Speaking, Project Management, Marketing, Marketing Communications, New Business Development, Leadership, Project Planning, Direct Marketing, Banking, Risk Management, Nonprofits, Team Leadership, Account Management, Microsoft Office, Social Media, Event Management, Management, Team Building, Business Development, Budgets, Program Management, Leadership Development, Brand Development, Contract Negotiation, Media Relations, Social Media Marketing, Direct Mail, Segmentation, Product Marketing, Coaching, Commercial Lending, Relationship Management, Commercial Banking, Small Business Lending, Retail Banking, Business Planning, Loans
Education
Indiana University - Kelley School of Business 1980 — 1985
Business Minor, Marketing
Indiana University Bloomington 1980 — 1985
Journalism, Broadcast Journalism, Advertising, Business
BMO Harris Bank September 2014 - Present
BMO Harris Bank N.A. February 2011 - Present
Harris Bank January 2006 - February 2011
Villa Park Trust & Savings Bank 2000 - 2005
Villa Park Bank July 1995 - December 2000
Villa Park Trust & Savings Bank April 1990 - December 1995
Skills
OFAC, Risk Management, Fraud, Risk Assessment, Strategic Planning, Banking, Analysis, Process Improvement, Leadership, Internal Audit, Management
Education
Illinois State University 1977 — 1982
B.S., Education
BMO Harris Bank December 2006 - Present
H&R Block Mortgage January 2001 - February 2006
Skills
Banking, Credit, Loans, Loan Origination, Mortgage Lending, Credit Analysis, Small Business Lending, Lines Of Credit, Mortgage Banking, Consumer Lending, Retail Banking, Cross Selling, Residential Mortgages, Refinance, Commercial Banking, Customer Service
Education
Indiana University Bloomington 1986 — 1991
BS, Elementary Education, Business
Wells Fargo June 2015 - Present
Fidelity National Information Services May 2013 - March 2015
BMO Harris Bank February 2010 - May 2013
Symphono April 2009 - December 2009
Vanco September 2007 - April 2009
Abbott Laboratories November 2005 - September 2007
Skills
CCNA, MPLS, Cisco Technologies, WAN, BGP, EIGRP, Frame Relay, Networking, OSPF, TCP/IP, Disaster Recovery, VLAN, VTP, STP, VPN, Network Security, Cisco IOS, HSRP, Data Circuits
Education
Illinois State University 2000 — 2003
Bachelor of Science, Applied Computer Science / Information Systems
Holy Cross College 1998 — 2000
Investment and Communication SM (www.investcomsm.com) August 2015 - Present
Mercer - Investments August 2014 - April 2015
State Street Global Advisors August 2010 - September 2013
State Street Global Advisors April 2002 - August 2010
State Street Global Advisors April 1998 - April 2002
BMO Harris Bank September 1996 - February 1998
BMO Financial Group January 1995 - September 1996
National Bank of Canada January 1993 - January 1995
Skills
Portfolio Management, Equities, Bloomberg, Fixed Income, Asset Management, Hedge Funds, Alternative Investments, Investments, Mutual Funds, Derivatives, Investment Strategies, Asset Allocation, Capital Markets, Financial Markets, Securities, Investment Management, Trading, Valuation, Bonds, Wealth Management, Structured Products, Asset Managment, Options, Currency
Education
Université de Sherbrooke 1991 — 1992
Master of Science (MS), Accounting and Finance
Université de Montréal - HEC Montréal 1988 — 1991
Bachelor of Business Administration (BBA), Finance, General
mont-st-louis 1980 — 1985
Fundera August 2015 - Present
BMO Harris Bank May 2014 - July 2015
BMO Harris Bank July 2013 - May 2014
BMO Harris Bank June 2012 - August 2012
McCaskill for Missouri June 2011 - August 2011
Indiana University September 2010 - May 2011
Anheuser Busch May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Public Speaking, Team Building, Microsoft Office
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science, Major: Finance Minor: Spanish
Council of International Educational Exchange
Study Abroad - Barcelona, Spain
BMO Harris Bank February 2014 - Present
Wood Family Foundation April 2013 - September 2013
Illinois State University Admissions Office October 2011 - May 2013
Centennial Beach May 2008 - August 2012
Illinois State University Daily Vidette Newspaper September 2010 - May 2011
Skills
Media Relations, Social Media, Event Planning, Marketing Communications, Corporate Communications, Facebook, Event Management, Social Networking, Public Speaking
Education
Illinois State University 2009 — 2013
Bachelor of Science, Communication Studies
Illinois State University 2009 — 2013
Bachelor of Science (BS), Organizational Communication, General
Peoples National Bank 2012 - Present
BMO Harris Bank 2008 - 2012
Skills
Loans, Commercial Banking, Credit, Commercial Lending, Retail Banking, Small Business Lending, Credit Analysis, Consumer Lending, Cash Management, Mortgage Lending, Investments, Portfolio Management, Credit Risk, Relationship Management, Loan Origination, Customer Service, Business Development, Lines Of Credit, Cross Selling, Risk Management, Sales, Credit Cards, Financial Risk, Private Banking, Finance, Team Building, Refinance, Treasury Management, Payments
Education
Illinois State University 1997 — 2001
Bachelor's degree, Communication and Media Studies
BMO Financial Group June 2015 - Present
BMO Financial Group July 2014 - May 2015
BMO Harris Bank June 2013 - August 2013
Holden Wealth Management May 2012 - October 2012
Indiana University Foundation January 2012 - October 2012
Fifth Star Consulting April 2012 - April 2012
Austin Smit Landscaping April 2004 - August 2010
Skills
Microsoft Office, Writing, Cash Handling, Excel, PowerPoint, Leadership, Financial Analysis, Teamwork, Microsoft Word, Social Media, Event Planning, Data Analysis, Time Management, Customer Service, Public Speaking, Analysis, Budgets, Access, Social Networking, Research, Spanish, Team Leadership, Accounting, Public Relations, Microsoft Excel
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science, Business; Accounting, Finance
Illiana Christian High School 2006 — 2010
BMO Harris Bank 2014 - Present
Aon 2011 - 2013
Ace Hardware International 2010 - 2011
Ace Hardware 2007 - 2010
Brookdale Senior Living 2005 - 2007
PCTEL 2002 - 2005
B2BWORKS, INC 2000 - 2002
SEELER INDUSTRIES 1999 - 2000
TRANSTECH 1998 - 1999
ALTSCHULER, MELVOIN & GLASSER, LLP 1995 - 1998
Skills
Sarbanes-Oxley Act, SEC filings, Internal Controls, Financial Reporting, GAAP, Budgets, Sarbanes-Oxley, SAP, Financial Statements, Finance, Account Reconciliation, Process Improvement, Forecasting, Strategic Planning, IFRS, Initial Public Offering, SEC reporting, Project Management, Acquisition Integration, Asset Management, Strategic Initiatives, Shared Services, ERP Implementations, Investor Relations, Tax, Accounting Policy, Business Strategy, Controller, Innovation, Accounting Procedures, Technical Accounting..., Audit Committee, Team Building, Team Leadership, Team Management, Cross-functional Team..., International Finance, System Migration, Enterprise Risk..., Business Process..., Acquisitions, Auditing, Financial Analysis, US GAAP, Fixed Assets, Business Process..., Tax Equalization, RFP, Offshore Outsourcing, Consolidation
Education
Illinois State University 1985 — 1989
Bachelor of Science, Accounting
J.P. Morgan Asset Management February 2015 - Present
BMO Financial Group September 2014 - February 2015
BMO Harris Bank July 2013 - August 2014
J.P. Morgan July 2012 - July 2013
First Savings Bank November 2005 - July 2012
First Savings Bank of Hegewisch November 2001 - November 2005
Hsbc October 1999 - November 2001
Skills
Small Business Lending, Financial Analysis, Retail Banking, Customer Service, Commercial Lending, Banking, Sales, Loans, Mortgage Lending, Credit Analysis, Credit, Commercial Banking, Consumer Lending, Lines Of Credit, Microsoft Excel, Financial Risk, Financial Services, Underwriting, Leadership, Risk Management, Relationship Management
Education
University of Phoenix 2009 — 2011
MBA, Business Administration
Northeastern Illinois University 1996 — 1999
BS Psychology, Psychology, Social Work
Illinois State University 1993 — 1995
Psychology
Salin Bank & Trust Company April 2014 - Present
Teddy's Burger Joint May 2011 - Present
BMO Harris Bank February 2012 - April 2014
Huntington National Bank August 2010 - February 2012
Old National Bank February 2003 - February 2010
Old National Bank October 2003 - February 2007
Union Federal Bank October 2001 - October 2003
Skills
Customer Service, Banking, Commercial Banking, Commercial Lending, Credit, Uniform Combined State..., Loans, SBA, Lines Of Credit, Underwriting, Investments, Treasury Management, Sales, Small Business, Small Business Lending
Education
Indiana University - Kelley School of Business 1998 — 2006
BS, Finance
Perry Meridian High School 1993 — 1997
First Financial Bank January 2015 - Present
Indiana State University 2008 - Present
BMO Harris Bank October 2009 - January 2015
Fifth Third Bank June 2001 - October 2009
Skills
Banking, Loans, Time Management, Commercial Banking, Small Business Lending, Commercial Lending, Financial Analysis
Education
Indiana State University - Scott College of Business 2004 — 2005
Masters of Business Administration, Management
Indiana State University 1996 — 2001
BS, Economics
Indiana State University - Scott College of Business 1996 — 2001
BS, Management, Finance
BMO Harris Bank January 2014 - Present
BMO Harris Bank October 2010 - Present
Harris Bank October 2009 - December 2010
Harris Bank June 2008 - October 2009
ArvinMeritor Inc May 2007 - August 2007
Arlington Heights Chamber of Commerce May 2005 - August 2005
Skills
Financial Analysis, Financial Modeling, Credit Analysis, Loans, Process Improvement, Commercial Banking, Underwriting, Banking, Portfolio Management, Risk Management, Credit Risk, Cash Flow, Sarbanes-Oxley Act, Commercial Lending, CRM, Due Diligence, Training, Relationship Management, Financial Reporting
Education
Indiana University - Kelley School of Business 2004 — 2008
BS, Finance
William Fremd High School 2000 — 2004
Dover Corporation July 2015 - Present
Dover Corporation July 2015 - Present
Kellogg Company September 2014 - May 2015
Exelon November 2013 - September 2014
Exelon February 2013 - September 2013
Exelon September 2011 - February 2013
ComEd December 2010 - June 2011
British Consulate-General Chicago September 2008 - May 2010
LocalLaunch! June 2007 - May 2008
BMO Harris Bank August 2005 - May 2007
Skills
SAP, Project Management, Troubleshooting, Access, Management, Process Improvement, Analysis, Training, Strategy, Security, Microsoft Office, Business Analysis, Human Resources, Visio, Project Planning, Microsoft Excel, Budgets, Customer Service, Software Documentation, System Administration, Active Directory, Databases, Strategic Planning, SharePoint, Vendor Management, Program Management, Team Leadership, Public Speaking, Legal Documents, Office Administration, Office Management, Leadership, Information Technology, Change Management, Microsoft Project, Microsoft Word, Event Planning, Testing, Team Building
Education
University of Phoenix 2005 — 2007
MBA, I
Robert Morris University - Illinois 1999 — 2001
BA, Business Adminstration
Illinois State University 1993 — 1995
Computer and Information Sciences and Support Services
BMO Harris Bank June 2015 - Present
USANA Health Sciences April 2011 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Management, Spanish, Social Networking, Social Media, Sales, Leadership, Facebook, Event Planning
Education
Hope College 2011 — 2015
Bachelor's Degree, Business Administration and Management; Economics
PNC August 2015 - Present
BMO Harris Bank November 2014 - July 2015
BMO Harris Bank July 2014 - November 2014
Indiana University August 2011 - May 2014
Course Hero, Inc. May 2013 - July 2013
Marsh Supermarkets June 2009 - 2012
Skills
Social Media, PowerPoint, Event Planning, Microsoft Office, Microsoft Word, Public Speaking, Social Networking, Marketing, Community Outreach, Facebook, Teamwork, Data Analysis, Research, Customer Service, Time Management
Education
Indiana University Bloomington 2010 — 2014
Bachelor of Science (BS), Marketing
Westfield High School 2006 — 2010
BMO Harris Bank August 2015 - Present
FTI Consulting May 2014 - August 2014
Kimball Electronics Group May 2013 - August 2013
Indiana Football August 2010 - May 2011
Skills
Microsoft Excel, Access, Teamwork, PowerPoint, Financial Analysis, Microsoft Word, Leadership, Microsoft Office, Social Media, Forecasting, Team Building, Strategic Planning, Sales, Process Improvement, Event Planning, Team Leadership, Public Speaking, Research, Customer Service, Excel, Word, Transaction Advisory...
Education
Indiana University - Kelley School of Business 2010 — 2015
Bachelor's Degree, Finance and Entrepreneurship/Corporate Innovation Double Major
Jasper High School 2007 — 2010
Harris Bank September 2005 - Present
BMO Harris Bank September 2005 - Present
Skills
Risk Management, Management, Banking, Relationship Management, Loans, Financial Risk, Credit, Retail Banking, Consumer Lending, Credit Analysis, Small Business Lending, Lines Of Credit, Commercial Lending, Customer Service, Leadership
Education
Indiana University - Kelley School of Business 2000 — 2005
Bachelor of Science in Business, Business Management and Human Resources
Centier Bank June 2007 - Present
BMO Harris Bank November 2001 - June 2007
Horizon Bank December 1997 - October 2001
Skills
Financial Analysis, Private Banking, High Net Worth..., Investment Management, Trust Services, Trust Management, Strategic Financial..., Asset Management, Budgets, Retail Banking, Investments, Estate Planning, Trusts, Mutual Funds, Asset Allocation, Securities
Education
Indiana University - Kelley School of Business 1987 — 1991
BS, Accounting
ABA National Graduate Trust School
Certified Trust & Financial Advisor, Trust Administration
BMO Harris Bank November 2014 - Present
CSG Government Solutions October 2013 - November 2014
DACO Incorporated May 2012 - September 2013
Kellogg School of Management March 2012 - May 2012
Energizer July 2010 - December 2011
Energizer Holdings, INC August 2008 - December 2011
Energizer November 2009 - June 2010
Tri-Mom Events 2008 - 2009
Skills
Certified TWI-JI Master..., Curriculum Development, Large Group Facilitation, Leadership Mentoring, Youth Mentoring, Development of Training..., Coordination of Health..., Performance Appraisal, Kaizen (Leader, Member,..., Supervisory Skills, Employee Handbooks, Employee Recognition, Employee Relations, Workshop Facilitation, Training, Personnel Management, Human Resources, Leadership Development, Employee Training, Team Leadership, Succession Planning, Instructional Design, Project Management, Talent Management, Onboarding, Employee Engagement, Workforce Planning, Organizational..., Organizational..., Culture Change, Time Management, Temporary Placement, Leadership, New Hire Orientations, Talent Acquisition, Labor Relations, Interviews, Coaching, Employee Benefits, Team Building, Change Management, Development & delivery..., Management Development, Process Improvement, Performance Improvement
Education
Illinois State University 2004 — 2008
BS, Public Relations, Sociology, Communication Studies
Wheaton North High School
Salin Bank & Trust Company June 2015 - Present
JPMorgan Chase July 2013 - June 2015
Carmel Arts Council September 2010 - January 2014
BMO Harris Bank July 2010 - July 2013
Old National Bank January 2005 - July 2010
Skills
Customer Service, Commercial Banking, Leadership, Loans, Networking, Banking, Consumer Lending, Retail Banking, Small Business Lending, Finance, Cash Management, Commercial Lending, Credit, Credit Analysis, Lines Of Credit, Management, Small Business, Mortgage Lending, Sales, Financial Analysis, Portfolio Management, Loan Origination, Team Building, Risk Management
Education
Indiana Business College 2001 — 2004
AB, Business Management, Business Management
BMO Harris Bank March 2002 - Present
Bankof Montreal March 2002 - Present
Skills
Finance, Investments, Residential Mortgages, Loans, Home Equity Loans, Team Management, Mutual Funds, Commercial Lending
Education
Humber College 1972 — 1974
Bachelor of Business Administration (BBA), Business finance
BMO Financial Group September 2013 - Present
Edible Arrangements Milton June 2010 - May 2014
BMO Financial Group September 2007 - July 2010
BMO Harris Bank May 2007 - September 2008
Skills
Management, Time Management, Teamwork, Making Deadlines, Schedules, Written & Verbal..., Skilled with technology, Close Attention to..., Interpersonal Skill, Leadership, Microsoft Office, Creativity, Organized self-starter, Multi Tasking, Event Management, People Skills
Education
Humber College 2013 — 2014
Post-Graduate Certificate, Event Management
University of Guelph 2006 — 2010
Bachelor of Arts (BA), English Language and Literature, General
BMO Harris Bank May 2015 - Present
BMO Harris Bank January 2014 - May 2015
BMO Harris Bank August 2012 - January 2014
BMO Harris Bank June 2010 - August 2012
Skyward January 2009 - June 2010
Illinois State University December 2006 - July 2008
PepsiCo May 2005 - August 2005
PepsiCo June 2003 - August 2004
Skills
Banking, Budgets, Customer Service, Event Planning, Interviews, Leadership, Microsoft Office, Onboarding, Project Management, Strategy, Training, Event Management, Telephone Skills, Access, Human Resources, Recruiting, Social Media, Management, Sales
Education
Illinois State University 2004 — 2008
Bachelors of Science, Business Administration
BMO Private Banking February 2015 - Present
BMO Harris Bank June 2011 - January 2015
Education
Indiana University Bloomington 2001 — 2004
Bachelor of Arts (B.A.), Mathematics
BMO Harris Bank February 2007 - Present
Education
Illinois State University 1977 — 1981
Bachelor of Science (BS), Business Administration and Management, General
PodolskyCircle CORFAC International June 2015 - Present
GK Development, Inc. February 2014 - June 2015
BMO Harris Bank June 2013 - February 2014
Core Equities May 2011 - August 2011
The Fine Point Group May 2011 - August 2011
Northbrook Park District August 2007 - August 2010
Royal Bank of Scotland May 2010 - June 2010
Skills
Market Research, Marketing, Analysis, Finance, Social Media, Sales, Investments, Recruiting, New Business Development, Direct Marketing, Microsoft Excel, PowerPoint, Securities, Microsoft Word, Microsoft Office, Leadership, Teamwork, Public Speaking, Access, Research
Education
Indiana University - Kelley School of Business 2009 — 2013
B.S., Finance
Indiana University Bloomington 2009 — 2013
Bachelor of Science (BS), Finance, General
BMO Harris Bank 2011 - Present
Indiana University August 2009 - May 2012
Tri-Auto Enterprises, LLC June 2009 - December 2009
Riley Area Development Corporation January 2007 - December 2007
Backhaul Direct May 2006 - December 2006
IUPUI Solution Center August 2005 - May 2006
Indiana State Museum 2003 - 2006
Skills
Training, Financial Analysis, Management, Banking, Risk Management, Sales, Credit, Loans, Consumer Lending, Public Speaking, Credit Analysis, Retail Banking, Leadership, Finance, Customer Service
Education
Indiana University - Kelley School of Business
Bachelor of Science (B.S.), Business and Economics
OMNI Online Solutions December 2014 - Present
BMO Harris Bank July 2013 - December 2014
Henning-Carey June 2010 - July 2012
Illinois Restaurant Association July 2010 - July 2011
Servpro Fire and Water Restoration Company June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Interpersonal Skills, Customer Service, Leadership, PowerPoint, Digital Marketing
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science in Business, Finance, Entrepreneurship & Corporate Innovation
London School of Economics and Political Science 2012 — 2012
None, Business Administration and Management
First Farmers Bank and Trust September 2015 - Present
First Farmers Bank and Trust November 2014 - September 2015
BMO Harris Bank April 2012 - November 2014
Skills
Banking, Small Business, Loans, First Time Home Buyers, Consumer Lending, Customer Service, Credit Analysis, Management, Retail Banking
Education
Indiana State University 1999 — 2005
Bachelor of Science (BS), Business Management
Textura Corporation May 2015 - Present
Textura Corporation July 2014 - April 2015
Textura Corporation August 2012 - June 2014
BMO Financial Group July 2011 - August 2012
BMO Harris Bank February 2009 - July 2011
Education
Illinois State University 2004 — 2008
Bachelor's degree, Business Administration and Management, General
Premier Designs January 2015 - Present
Advocare January 2014 - Present
BMO Harris Bank April 2011 - Present
KeyBank January 2008 - December 2010
Skills
Retail Banking, Commercial Banking, Banking, Cross Selling, Consumer Lending, Small Business Lending, Loans, Lines Of Credit, Credit, Commercial Lending, Deposits, Credit Analysis, Branch Banking, Relationship Management, Internet Banking, Mortgage Lending, Branch Management, Cash Management, Credit Risk, Credit Cards, Loan Origination, Core Banking, Portfolio Management, Mortgage Banking
Education
Hamilton Heights High School 1994 — 1998
Indiana State University
MVConnect LLC September 2013 - Present
BMO Harris Bank March 2013 - August 2013
Citrix May 2011 - November 2012
MVTRAC September 2009 - January 2011
Skills
Management, System Administration, Time Management, Microsoft Office, Microsoft Excel, Customer Service, Visio, PowerPoint, Microsoft Word, SharePoint, Administrative..., Leadership, Troubleshooting
Education
Illinois Institute of Technology 2005 — 2008
Bachelor of Science (BS), Art and Architectural History
BMO Harris Bank June 2014 - Present
John Crane August 2013 - December 2013
Deloitte February 2005 - October 2012
California Advanced Management Solutions July 2004 - December 2004
Cygnus Business Consulting & Research Pvt ltd August 2003 - July 2004
Skills
Basel I, Basel III, CCAR, DFAST, Financial Analysis, Business Analysis, Business Strategy, Mergers & Acquisitions, Management Consulting, Valuation, Business Process..., Acquisition Integration, Financial Modeling, Competitive Analysis, Due Diligence, Mergers, Investments, Data Analysis, Business Valuation, Investment Banking, Financial Risk..., Secondary Research, Consulting
Education
IBS Hyderabad 2001 — 2003
Master of Business Administration (MBA), Finance, General
Institute of Chartered Financial Analysts of India 2001 — 2003
Chartered Financial Analyst ( Institute of Chartered Financial Analysts of India), Finance
Pacific Life Insurance Company April 2012 - Present
BMO Harris Bank April 2010 - April 2012
AMCORE Bank August 2004 - April 2010
Security Marketing Group of IL January 1987 - August 2004
Skills
Central Region, Concept Knowledge, Life Insurance, Series 6, Series 63, Long-Term Care, Product Training, Sales, Term Life Insurance, Financial Planning, Insurance, Estate Planning, Financial Services, Retirement Planning
Education
Illinois State University 1982 — 1985
Bachelor of Science, Criminal Justice
Northern Trust Corporation September 2014 - Present
Boys & Girls Club January 2014 - May 2014
Illinois Wesleyan University August 2012 - May 2014
Egg Harbor Cafe May 2013 - August 2013
BMO Harris Bank May 2012 - August 2012
Illinois Wesleyan University 2010 - April 2012
Pottery Barn 2008 - 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Facebook, Customer Service, Leadership, Social Media, Time Management, Social Networking, Research, Teamwork
Education
Illinois Wesleyan University 2010 — 2014
Bachelor's Degree, Business Administraion/ Finance
Hinsdale Central High School 2006 — 2010
Bachelor of Arts (BA)
US Foods March 2012 - May 2014
US Foods 2007 - 2012
BMO Harris Bank 2005 - 2007
Nextel Telecommunications 2003 - 2005
Sprint 2000 - 2003
AT&T 1999 - 2000
Hewlett-Packard 1998 - 1999
Boise Cascade Company 1996 - 1998
Skills
Project Management, Pricing, P&L, Forecasting, Purchasing, Cross-functional Team..., Vendor Management, Inventory Management, Management, Strategic Sourcing, Pricing Strategy, Negotiation, Data Analysis, Retail, Food Service, Food Industry, Food
Education
Northeastern Illinois University
Biological Sciences / Chemistry
Indiana State University
Biology / Chemistry
Kishwaukee College
Biology
Whitnell July 2014 - Present
Whitnell & Co. April 2007 - July 2014
LaSalle Bank September 2005 - April 2007
BMO Harris Bank May 2001 - September 2005
BMO Harris Bank September 1995 - May 2001
Metropolitan Planning Council August 1994 - September 1995
ASCAP August 1991 - March 1994
National Bank of Canada April 1988 - May 1991
Credit Lyonnais June 1983 - January 1986
Skills
Office Administration, Client Relation Skills, Client Services, Executive Administrative, Employee Training, Mentoring, Communication Skills, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Board Relations, Travel Planning, Event Planning, Project Management, Clerical Skills, Creative Solutions, Copy Editing, Junxure CRM
Education
Hope College
KleinBank April 2015 - Present
Web International English August 2012 - Present
BMO Harris Bank January 2010 - August 2012
M&I Bank March 2008 - January 2009
Skills
Banking, Retail Banking, Customer Satisfaction, Loans, Consumer Lending, Credit Analysis, Employee Training, Small Business Lending
Education
Hennepin Technical College
Associate of Science (AS), Computer Programming, 4.0
University of Wisconsin-La Crosse
BMO Harris Bank October 1995 - Present
Skills
Personal and Business..., 2013 Personal Banker of..., 2013 Top Business..., NMLS: 502946, Consumer Lending, Loans, Small Business Lending, Commercial Banking, Commercial Lending, Sales, Credit, Credit Analysis, Banking, Portfolio Management, Loan Origination
Education
Illinois Wesleyan University 1991 — 1995
Bachelor of Arts (BA), Psychology
Cary-Grove High School
BMO Harris Bank July 2015 - Present
Bank of America July 2014 - March 2015
Bank of America July 2013 - July 2014
BROductive Solutions LLC August 2012 - May 2013
Grebe & Associates P.C May 2012 - August 2012
Bringing Environmental Affairs To Students (B.E.A.T.S.), Indiana University June 2011 - May 2012
First Trust Portfolios L.P. May 2011 - August 2011
Skills
Investments, Financial Analysis, Equities, Asset Managment, Financial Modeling, Bloomberg, Strategic Financial..., Mutual Funds, Valuation, Portfolio Management, Investment Strategies, Finance, Asset Allocation, Leadership, Alternative Investments, Financial Planning, Accounting, Hedge Funds
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor's degree, Accounting and Finance
Regions Financial Corporation November 2013 - Present
The Private Bank And Trust Company January 2013 - October 2013
The Private Bank And Trust Company June 2011 - December 2012
BMO Harris Bank August 2008 - June 2011
National City 2002 - 2008
Conseco Capital Management January 2000 - December 2001
Bank One 1996 - 2000
Skills
Cash Management, Deposit Growth, Commercial Lending, Commercial Banking, Credit, Remote Deposit Capture, Treasury Management, Sales, New Business Development, Business Development, Commercial Business..., Loans, Small Business, Small Business Lending, Financial Services, Banking, Credit Analysis, Lines Of Credit, Relationship Management, Loan Origination, Mortgage Lending
Education
Indiana State University 1991 — 1996
Bachelor of Science (BS), Communication, General
Fremont High School
LeadJen August 2014 - Present
McGraw-Hill Education January 2014 - August 2014
ITT Technical Institute July 2012 - June 2013
TD Ameritade December 2007 - December 2010
BMO Harris Bank November 2006 - December 2007
Charles Schwab March 2001 - March 2003
Charles Schwab January 2000 - March 2001
Skills
New Business Development, Financial Analysis, Account Management, Marketing, Strategic Planning, Marketing Strategy, Customer Service, Customer Relations, Program Management, Investments, Portfolio Management, Sales Management, Budgeting, Negotiation, Business Strategy, Financial Planning, Corporate Finance, Research, Competitive Analysis, Business Planning, Team Building, Problem Solving, Coaching, Microsoft Office, Market Research, Credit, Financial Reporting, German, Compliance, Management, Leadership, Business Development, Training, CRM, Sales, Finance, Analysis, Social Networking, Strategy, Social Media Marketing, Lead Generation, Social Media, Salesforce.com, B2B, Process Improvement, Executive Management, Relationship Management, Project Management, Marketing Communications, Email Marketing
Education
Webster University 1994 — 1996
Master of Arts
Indiana University Bloomington 1986 — 1992
Bachelor of Arts
BMO Harris Bank 2015 - 2015
Naperville Country Club September 2013 - August 2014
Oxbridge Academic Programs July 2013 - August 2013
Skills
Communication, Accounting, Team Building, Logistics, Team Leadership
Education
Indiana University Bloomington 2014 — 2018
BMO Harris Bank 2012 - Present
BMO Capital Markets 1995 - 2011
Continental Bank 1986 - 1995
US Department of the Navy, Space & Naval Warfare Systems Command 1983 - 1985
Skills
Mergers & Acquisitions, Private Equity, Corporate Finance, Capital Markets, Structured Finance, Financial Analysis, LBO, Portfolio Management, Investment Banking, Capital Structure, Financial Modeling, Fixed Income, Credit Analysis, Business Development, Program Management, Asset Management, Valuation, Treasury Management, Finance, Business Acquisition..., Leveraged Lending, Cash Flow Lending, Financial Markets, Mergers, Financial Statement..., Senior Debt
Education
The University of Chicago
MBA, Finance
Marquette University 1978 — 1983
BS, Economics, German
Ruprecht-Karls-Universität Heidelberg 1980 — 1981
Zertifikat für Deutsch als Fremdsprache, Germanistik
Thomas S. Wootton High School 1974 — 1978
BMO Harris Bank December 2014 - Present
SunGard Financial Systems April 2013 - December 2014
JP Morgan Chase August 2012 - April 2013
Branephlip, LLC August 2009 - August 2012
Morningstar August 2008 - August 2009
Morningstar September 2006 - August 2008
ING January 2001 - June 2006
Skills
Project Management, Visio, MS Project, Microsoft Office, Training, JavaScript, Quality Center, Human Factors - Science..., Ibbotson Advanced Risk..., Microsoft Project, Visual Source Safe, Rational Requisite Pro, Mercury Quick Test Pro, Mercury Test Director, PVCS Tracker, Quickbase, HTML, Series 6, ITIL v3 Foundations..., Microsoft Project Server, SDLC, Business Analysis
Education
Illinois State University 1991 — 1995
Bachelor's Degree, Health Science
McFarland State Bank June 2014 - September 2015
BMO Harris Bank November 2007 - June 2014
M&I Bank January 2006 - November 2007
Skills
Team Building, Retail Banking, Banking, Customer Service, Deposits, Consumer Lending, Credit, Lines Of Credit, Credit Analysis
Education
Illinois State University 2002 — 2005
BMO Harris Bank November 2012 - Present
BMO Harris Bank October 2011 - November 2012
BMO Harris Bank June 2008 - September 2011
Placement Solution, Inc. September 2006 - March 2008
Key Equipment Finance July 2004 - September 2006
Skills
Banking, Commercial Banking, Credit, Financial Modeling, Leadership, Loans, Microsoft Office, Portfolio Management
Education
North Central College 2005 — 2009
Master of Business Administration (M.B.A.), Finance, General
Indiana University Bloomington 1999 — 2003
Bachelor's Degree
BMO Harris Bank March 2013 - Present
BMO Harris Bank June 2010 - March 2013
BMO Capital Markets July 2008 - June 2010
BMO Capital Markets December 2005 - June 2008
BMO Capital Markets July 2005 - December 2005
3M May 2004 - August 2004
Skills
Credit Analysis, Portfolio Management, Accounting, Relationship Management, Management, Underwriting, Finance, Account Management, Valuation, Credit, Financial Analysis, Financial Modeling, Commercial Lending, Capital Markets, Private Equity, Corporate Finance, Loans, Investment Banking
Education
Indiana University - Kelley School of Business 2001 — 2005
BMO Harris Bank April 2012 - Present
Charter One Bank April 2008 - March 2012
LaSalle Bank November 1999 - March 2008
Skills
Commercial Lending
Education
Indiana University - Kelley School of Business 1993 — 1995
MBA, Finance
Loyola University Chicago 1985 — 1989
BBA, Finance
BMO Harris Bank July 2015 - Present
MB Financial Bank August 2014 - July 2015
Cole Taylor Bank April 2011 - August 2014
Bank of America June 1989 - March 2011
Skills
Banking, Treasury Management, Financial Analysis, Portfolio Management, Credit Analysis, Commercial Banking, Credit, Commercial Lending, Risk Management, Loans
Education
Hillsdale College 1985 — 1989
Wayne State University
M.B.A., Finance
BMO Harris Bank January 2010 - Present
BMO Capital Markets 2007 - 2010
LaSalle Bank 2005 - 2007
Skills
Capital Markets, Portfolio Management, Banking, Financial Analysis, Financial Modeling, Management, Corporate Finance, Finance, Risk Management, Valuation, Sales, Leadership, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2012 — 2015
Master of Business Administration (MBA), Management, Marketing, Strategy
The University of Chicago 2006 — 2008
Certificate in Integrated Marketing, Graham School of Continuing Liberal and Professional Studies
Indiana University Bloomington 2001 — 2005
Bachelor of Science (BS), Sports Marketing
BMO Harris Bank April 2015 - Present
Discover Financial Services July 2009 - March 2015
Discover Financial Services April 2006 - June 2009
United Airlines 2004 - April 2006
United Airlines 2002 - 2004
United Airlines 1999 - 2002
United Airlines 1996 - 1998
Skills
Pricing, Analytics, Segmentation, Financial Analysis, Asset Liability...
Education
Northwestern University - Kellogg School of Management 2001 — 2005
MBA, Finance and Strategy
Rensselaer Polytechnic Institute 1993 — 1995
M.S., Industrial and Systems Engineering
Indian Institute of Technology, Bombay 1988 — 1992
B.Tech., Mechanical Engineering
Village of South Barrington, South Barrington, IL 2007 - 2012
Wintrust Financial Corporation 2004 - 2012
Fifth Third Bank 2002 - 2003
BMO Harris Bank 1995 - 1999
Bank of America 1993 - 1995
Sumitomo Mitsui Banking Corporation 1988 - 1993
JPMorgan Chase 1979 - 1986
Skills
Public Speaking, Fundraising, Coaching, Customer Service, Non-profits, Commercial Banking
Education
Northwestern University - Kellogg School of Management 1996 — 1996
Executive Education, Management
University of Virginia Darden School of Business 1982 — 1982
Management Education, International Banking
Indiana University - Kelley School of Business 1983 — 1984
MBA, Finance and Marketing
Indiana University Bloomington 1975 — 1979
BA, Economics and Business Administration
BMO Financial Group January 2015 - Present
BMO Financial Group September 2013 - Present
BMO Harris Bank January 2010 - Present
Illinois Bankers Association February 2007 - January 2010
Quinlan & Carroll Ltd March 2006 - February 2007
Field & Golan 2002 - 2006
Skills
Corporate Law, Banking Law, Corporate Governance, Contract Negotiation, Banking, Privacy Law
Education
Loyola University Chicago School of Law 1999 — 2002
JD, Law
Illinois Wesleyan University 1995 — 1999
VCPI May 2015 - Present
Cardinal Health November 2013 - Present
BMO Harris Bank 2014 - 2015
BMO Harris Bank 2014 - 2015
Northwestern Mutual November 2012 - November 2013
Adecco Engineering and Technical 2006 - January 2013
SC Johnson January 2009 - August 2012
LTD Commodities January 2008 - January 2009
SC Johnson June 2006 - December 2007
Skills
Software Documentation, SharePoint, Process Improvement, Troubleshooting, Active Directory, ITIL, Citrix, Disaster Recovery, Windows Server, Technical Support, Visio, Windows 7, Servers, Windows, Computer Hardware, Outlook, Help Desk Support, System Administration, Software Installation, Hardware, XP, Laptops, Printers, Operating Systems, VMware, Windows XP, DNS, Lotus Notes, Networking, VPN
Education
Gateway Technical College 1999 — 2002
Herzing University-Kenosha
Associate of Science (A.S.), Computer Science
BMO Harris Bank September 2012 - Present
Harris Bank February 2012 - September 2012
Harris Bank May 2009 - January 2012
Harris Bank September 2007 - May 2009
Harris Bank 2004 - 2009
Skills
Small Business Lending, Consumer Lending, Commercial Lending, Commercial Banking, Loans, Lines Of Credit, Credit, Home Equity Lines of..., Cash Management, Cross Selling, Home Equity Loans, Retail Banking, Branch Management, Branch Banking, Credit Analysis, Deposits, Treasury Management, Loan Origination
Education
Illinois State University 1997 — 2002
Bachelor Degree Mathematics
PNC Mortgage January 2009 - Present
BMO Harris Bank March 2009 - November 2009
Cole Taylor Bank November 1995 - February 2009
Cole Taylor Bank January 2005 - December 2006
Cole Taylor Bank January 1999 - December 2004
Cole Taylor Bank January 1998 - December 1998
Cole Taylor Bank January 1997 - December 1997
Cole Taylor Bank January 1995 - December 1996
BP Amoco January 1994 - August 1995
Amoco Oil Company January 1994 - January 1995
Skills
SQL 2005/2008, Reporting Services, T-SQL, Microsoft Word, Microsoft Excel, Crystal Reports, Monarch, Brio Query, Brio Reports, SSRS, SSAS, SSIS, Microsoft Access, Microsoft SQL Server, Analysis Services, Data Analysis, Oracle, Data Mining, Financial Analysis, Visio, Data Warehousing, Banking, Databases, Analysis, Software Documentation, Access
Education
Hope College 1987 — 1991
BA, Business Administration
BMO Harris Bank May 2012 - Present
ACS,A Xerox Company October 2011 - April 2012
Symcor March 2007 - October 2011
Harris Bank 1986 - 2007
Education
Illinois Institute of Technology 1982 — 1986
BA, Information Systems--Business
Panacea Group, LLC September 2008 - Present
City Colleges of Chicago August 2003 - August 2008
Chicago Housing Authority February 2002 - July 2003
Chicago Tribune Media Group January 2000 - January 2002
CNA Insurance January 1998 - January 2000
Intel Corporation May 1996 - September 1996
MCI Corporation June 1994 - August 1995
BMO Harris Bank June 1992 - May 1994
Nabisco May 1991 - August 1991
Howard University August 1988 - May 1991
Skills
Strategic Planning, Financial Management, Operational Efficiency, Business Strategy, Budgeting, Managerial Finance, Budgets, Asset Managment, Forecasting, Access, Asset Management, Project Management, Entrepreneurship, Financial Analysis, Cross-functional Team..., Financial Modeling, Program Management, Strategy, Organizational..., Nonprofits, Leadership, Contract Negotiation, Team Building, Business Strategy •..., Finance, Business Development, Mergers & Acquisitions, Due Diligence, Human Resources, Management, Portfolio Management, Auditing, Analysis, Policy, Financial Reporting, Leadership Development, Marketing, Government, Business Process..., Change Management, Process Improvement, Business Planning, Project Planning, Executive Management, Business Analysis, Operations Management, Start-ups, Management Consulting, Corporate Finance, Investments
Education
Howard University
MBA, Strategy
Howard University
BBA, Finance
BMO Harris Bank March 2011 - Present
Applied Systems 2009 - 2011
Calamos Investments September 2008 - November 2008
Northern Trust March 1997 - August 2008
Skills
Oracle, SQL, Project Management, Unix, COBOL, Leadership, Microsoft SQL Server, SDLC, Requirements Gathering
Education
Illinois State University 1984 — 1987
BS, Computer
BMO Financial Group August 2014 - Present
BMO Harris Bank March 2005 - August 2014
Education
Illinois State University 1998 — 2002
Public Relations, Graphic Design/Photography- Art Minor
Salin Bank & Trust September 2013 - Present
BMO Harris Bank April 2002 - September 2013
Huntington National Bank February 1998 - April 2002
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Loans, Banking, Credit Analysis, Treasury Management, Leadership, Commercial Mortgages, Non-profit Leadership, Sales Management, Financial Modeling
Education
Hobart and William Smith Colleges 1987 — 1991
BA, Political Science
Episcopal Academy 1973 — 1987
Nitel March 2013 - Present
BMO Harris Bank August 2012 - December 2012
Walgreens September 2011 - July 2012
Computer Sciences Corporation October 2007 - September 2011
Yoh IT January 2007 - October 2007
Skills
CCNA, XP, VoIP, Active Directory, Computer Hardware, Cisco Routers, Cisco Call Manager, Windows 7, Norton Ghost, Switches, Cisco, CCDA, VoIP protocols SIP, Remote Support, Remedy, Desktop Support, A+ Certified, LAN/WAN, CCNP Certified, Cisco IOS, Cisco Firewall Security, Cisco Technologies, LAN-WAN, Technical Support, Networking, CompTIA A+, Windows XP, Troubleshooting, Routers
Education
Illinois State University 1995 — 1998
Bachelor of Science, Industrial Technoloy
BMO Harris Bank January 2015 - Present
BMO Harris Bank June 2012 - Present
FundCore Finance Group February 2011 - May 2012
Merrill Lynch Capital May 2002 - March 2008
Heller Financial (now GE Capital) 1988 - 2003
heller financial June 1988 - February 2002
Heller Financial 1988 - 2002
Skills
Real Estate, Debt, Loans, Syndications, Underwriting, Commercial Mortgages, Investments, Real Estate Economics, Commercial Real Estate, Banking, Financial Modeling
Education
Illinois State University 1984 — 1988
BS, Accounting
BMO Harris Bank December 2005 - Present
Skills
Credit, Small Business Lending, Strategic Planning, Commercial Lending, Financial Analysis, Loans, Banking, Credit Analysis, Commercial Banking
Education
Illinois State University 1975 — 1978
BS, Accounting
Loras College
NA
TD August 2014 - Present
Keystone Water Company, LLC August 2012 - August 2013
Green Planet Bottling LLC March 2009 - July 2012
ABN AMRO Bank N.V. June 1993 - September 2008
BMO Harris Bank May 1991 - May 1993
Federal Reserve Bank of New York June 1986 - April 1991
Skills
FX Options, Financial Markets, Portfolio Management, Currency, Derivatives, Foreign Exchange, Financial Risk, Payments, FX trading, Hedging, Trading, Swaps, Liquidity, Liquidity Management, Foreign Exchange..., Treasury Management, Banking, Options, Fixed Income, Strategic Negotiations, Team Building, Equities, Investment Banking, Bonds, Financial Structuring, Credit Risk, Structured Products, Private Banking, Financial Analysis, Conflict Resolution, Organizational..., Organization &..., Revenue Forecasting, Business Analysis, Forecasting, Budgets, Risk Management, Capital Markets, Financial Services, Commercial Banking, Emerging Markets, Business Development, Operational Risk, Basel II, Credit, Data Analysis, Market Analysis, Reviews, Electronic Trading, Relationship Management
Education
Pace University - Lubin School of Business 1988 — 1991
Master of Business Administration (M.B.A.), Economics
Monmouth University
Bachelor of Science (BS), Business/Economics
Hobart and William Smith Colleges
JPMorgan Chase March 2012 - Present
BMO Harris Bank September 2010 - March 2012
AMCORE Bank November 2007 - September 2010
AMCORE Bank May 2005 - November 2007
Fifth Third Bank August 2003 - May 2005
Urban Design Lab December 2001 - August 2003
Skills
Banking, Customer Service, Coaching, Consumer Lending, Small Business Lending, Mortgage Lending, Leadership, Commercial Banking, Sales, Finance
Education
Illinois Institute of Art 1999 — 2001
Bachelor of Fine Arts, Visual Communications, Graphic Design - Print and Web Mediums
Northern Illinois University 1997 — 1998
Graphic Design - Print and Web Mediums
BC
Workforce July 2014 - Present
Semi Retired 2007 - 2013
Century 21 Advisors Real Estate June 2003 - August 2007
BMO Harris Bank April 2001 - May 2003
MassMutual Financial Group December 1999 - April 2001
Northwestern Mutual January 1999 - November 1999
Job search October 1997 - December 1998
Self-Employed Commodity trader August 1996 - September 1997
Cargill 1980 - 1996
Skills
Risk Management, Negotiation, Portfolio Management, New Business Development, Financial Modeling, Asset Management, Microsoft Office, Budgets, Management, Business Development, Trading, Investments, Derivatives, Customer Service, Strategic Planning, Financial Markets, Sales Management
Education
IIT Stuart School of Business 1993 — 2000
MSFMT,, Financial Markets Trading and Economics
Dale Carnegie Training 1984 — 1984
Public speaking course
University of Illionois-Urbana 1973 — 1978
Bachelor of Science (B.S.) Agricultural Business, Finance and Real Estate
JD Byrider May 2011 - Present
BMO Harris Bank December 2009 - May 2011
Wells Fargo June 2004 - December 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Finance, Sales, Risk Management, Team Building, Management, Leadership
Education
Indiana University Bloomington 2000 — 2004
Bachelor of Science (BS), Finance and Financial Management Services
BMO Harris Bank June 2000 - Present
M & I Bank June 2000 - July 2011
Skills
Credit Analysis, Banking, Credit, Commercial Banking, Loans, Portfolio Management, Financial Analysis
Education
Indiana Institute of Technology 1996 — 2000
Bachelor's degree - Finance; Associate's degree - Accounting
Lapel High School
Appointed Financial Solutions, Inc. August 2015 - Present
Christian Community Health Center March 2013 - November 2014
Henry Booth House March 2011 - March 2013
Dyson SA July 2005 - June 2007
BMO Harris Bank October 2001 - June 2005
New Regal Theater Foundation April 2000 - April 2001
Cook County Department of Revenue October 1998 - April 2000
Cook County Department of Revenue August 1996 - October 1998
H. Turner & Company December 1989 - April 1993
Skills
Financial Accounting, Accounting, Financial Reporting, Financial Analysis, Microsoft Excel, Accounts Payable, Budgets, Account Reconciliation, General Ledger, Auditing, Microsoft Word, Accounts Receivable, Tax, Personal Income Tax..., Corporate Tax, Fixed Asset Management, Government Accounting, US GAAP, Grant Writing, Federal Grants..., Project Planning, Financial Audits, Internal Audit, 501c3, Business Planning, Business Analysis, Lines Of Credit, MIP
Education
Roosevelt University 1999 — 2002
Bachelor's degree, Accounting
Illinois Institute of Technology 1988 — 1991
None, Accounting and Business/Management
First Farmers Bank & Trust November 2014 - August 2015
BMO Harris Bank June 2006 - 2014
CDS Office Technologies July 2005 - June 2006
Skills
Small Business Lending, Sales Management, Commercial Lending, Sales, Financial Analysis, Refinance, Investments, Small Business, Finance, Retail Banking, Commercial Banking, Mortgage Lending, Lines Of Credit, Loans, Underwriting, Risk Management, Credit, Portfolio Management, Business Development, Insurance, Real Estate, Wealth Management, Banking, Leadership, Team Building, Cash Management, Strategic Financial..., Loan Origination, Cross Selling, Strategic Planning, Consumer Lending, Credit Analysis, Treasury Management, New Business Development, Financial Risk, Relationship Management, Financial Services, Commercial Mortgages, Mortgage Banking, Residential Mortgages, Asset Management, Retirement Planning, FHA, Retirement, Private Banking, Deposits, Executive Management, Life Insurance, Branch Management, Branch Banking
Education
Indiana State University - School of Business 2001 — 2005
BS, Business Marketing
Business College of Economics- International Degree, Lvov, Ukraine 1995 — 1998
Technology of Food Preparation and Culinary Art
Bank of America December 2008 - Present
ARAMARK/ Levy September 2011 - February 2013
BMO Harris Bank November 2005 - November 2009
Wells Fargo 2001 - 2005
Skills
Loan documentation /..., Management, Software Documentation
Education
Holy Angel University 1982 — 1986
Bachelor of Science Business Administration (B.B.A.), Business Administration and Management, General
BMO Harris Bank April 2015 - Present
Old National Bank September 2012 - Present
Old National Bank July 2013 - April 2015
Fifth Third Bank February 2010 - September 2012
Total Quality Logistics June 2007 - August 2009
Skills
Credit, Analysis, Underwriting, Risk, Banking, Commercial Banking, Portfolio Management, Loans, Financial Reporting, Mergers & Acquisitions, Finance, Commercial Lending, Capital Markets
Education
Indiana University - Kelley School of Business 2005 — 2009
Legal Studies of Business & Ethics, Contract Law, Risk Management
BMO Harris Bank April 2014 - Present
North Community Bank August 2010 - April 2014
Levy Restaurants April 2008 - August 2010
Illinois Institute of Technology August 2006 - May 2010
Illinois Institute of Technology May 2009 - August 2009
Ferentino's Pizzeria August 2005 - October 2007
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Data Analysis, Public Speaking, Windows, Social Media, Leadership, Sales, AutoCAD, Outlook, Data Entry, Supervisory Skills, Fiserv, Footprints, Fiserv CBS, Nautilus
Education
Illinois Institute of Technology 2006 — 2010
Bachelor of Science, Business Administration; Human Resources Management
BMO Harris Bank July 2012 - Present
BMO Harris Bank October 2006 - September 2012
Kaplan Financial August 2005 - October 2006
Skills
Sales, Management, Customer Retention, Investments, Banking, Loans, Credit, Mortgage Lending, Customer Service, Finance, Leadership, Risk Management, Team Building, Sales Management, Account Management, Consumer Lending, Retail Banking
Education
Indiana University Bloomington 2001 — 2005
Bachelor of Science, Public Affairs
First Citizens Bank September 2012 - Present
BMO Harris Bank June 2010 - August 2012
M&I Bank October 2007 - June 2010
M&I Bank September 2004 - October 2007
Diamond Jo Casino March 2002 - June 2004
Shopko January 2000 - January 2001
Shopko January 1998 - January 2000
Community Bank January 1996 - January 2000
Skills
Credit, Loans, Risk Management, Portfolio Management, Finance, Analysis, Customer Service, Commercial Lending, Commercial Banking, Credit Analysis, Small Business Lending, Banking, Credit Risk, Financial Analysis, Underwriting, Real Estate, Consumer Lending, Lines Of Credit, Treasury Management, Commercial Mortgages
Education
Lakeland College 2008 — 2010
Bachelor's degree, Accounting, 3.5
University of Wisconsin-Platteville 2002 — 2005
Bachelor's degree, Finance
Highland Community College 1998 — 2001
Associate's degree, Business Administration
BMO Harris Bank January 2014 - Present
BMO Harris Bank July 2013 - January 2014
BMO Harris Bank March 2013 - July 2013
M&I Bank January 2008 - July 2011
First Indiana Bank 1990 - 2008
Skills
Business Analysis, Integration, Program Management, Analysis, Project Management, Banking, Leadership Development, PMP, Risk Management, Vendor Management
Education
Indiana University - Kelley School of Business 1986 — 1990
Bachelors, Finance, Management, Psychology
Cornersstone National Bank & Trust Company November 2010 - Present
BMO/ Harris Bank May 1989 - April 2010
Skills
Banking, Credit, Loans, Risk Management, Credit Analysis, Mortgage Lending, Finance, Consumer Lending, Lines Of Credit
Education
Illinois State University 1980 — 1984
Bachelor of Science (BS), Agricultural Business and Management
Derco Aerospace, Inc. February 2015 - Present
Phoenix Products Company Inc. April 2013 - January 2015
Briggs & Stratton 2007 - 2012
BMO Harris Bank 2000 - 2007
Eddie Bauer 1998 - 2000
SC Johnson 1996 - 1998
YRC Freight 1995 - 1996
Skills
Employee Training, Microsoft Office, PowerPoint, Outlook, Microsoft Excel, Microsoft Word, Project Management, Customer Service, Teamwork, Selling Skills, Sales, Retail, French, Lotus Notes, SAP, SWIFT payments, SWIFT messaging, Problem Solving
Education
Illinois State University
Bachelor of Arts (B.A.), French Language and Literature
P2E Financial January 2008 - Present
TIAA-CREF June 2006 - October 2007
BMO Harris Bank November 1998 - April 2005
Skills
Management, Strategic Planning, CRM, Series 7, 24, 63, 65..., NY Life, Accident, &..., NC Life, Accident, &..., New Business Development, Brand Implementation, Employee Benefits, AHIP Medicare..., NY Property & Casualty..., Relationship Management, Financial Planning, Wealth Management, Insurance
Education
Kaplan University 2006 — 2008
Certificate, Financial Planning and Services
Houghton College 1989 — 1993
Bachelor of Science (BS), Business Administration, Management and Operations
1st Farm Credit Services October 2014 - Present
1st Farm Credit Services March 2011 - October 2014
BMO Harris Bank April 2006 - March 2011
1st Farm Credit Services January 1998 - April 2006
Skills
Commercial Lending, Banking
Education
Illinois State University
BMO Harris Bank June 2014 - Present
BMO April 2009 - Present
Morguard Investments Limited 2006 - 2009
Scotiabank 2003 - 2006
Skills
Corporate Law, Corporate Secretarial, Corporate Governance, Compliance, Microsoft Office (Word,..., EnAct Platinum..., GEMS (corporate records..., iManage Office..., Organizational..., Interpersonal Skill, Management, Training, Investments, Mergers & Acquisitions, Administration, Securities Regulation, Time Management
Education
Humber College 1999 — 2000
Law Clerks Certificate
Sheridan College 1995 — 1996
Legal Administration
BMO Harris Bank August 2013 - Present
BMO August 2007 - August 2013
Skills
Financial Analysis, Financial Reporting, Finance, Strategic Financial..., Loans, Credit Risk, Credit, Commercial Banking, Credit Analysis, Risk Management, Commercial Lending, Consumer Lending, Mortgage Lending, Banking, Cash Management, Leadership, Retail Banking, Portfolio Management
Education
Indiana Wesleyan University 2008 — 2010
Master of Business Administration (MBA)
Indiana State University 2002 — 2006
Bachelor of Science (B.S.), Political Science and Legal Studies
United Processing Inc November 2010 - August 2012
Snap-on Tools May 2008 - November 2010
BMO Harris Bank November 2007 - May 2008
Target June 2003 - May 2005
Skills
Finance, Insurance, Business Strategy, Management, Risk Management, Financial Analysis, Strategic Planning, Leadership, Customer Service, Banking, Analysis, Strategy, Sales, Microsoft Excel
Education
Illinois State University 2012 — 2015
Bachelor of Science (B.S.), Finance, General