Covenant Trust Company
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18 Covenant Trust Company employees in database. Find out everything there's to know about Covenant Trust Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Covenant Trust Company Employees
Neuberger Berman November 2014 - Present
U.S. Bank May 2014 - November 2014
U.S. Bank June 2013 - May 2014
Robert Half Finance & Accounting November 2012 - June 2013
Robert Half Finance & Accounting August 2012 - October 2012
Covenant Trust Company January 2012 - March 2012
Skills
Microsoft Excel, Analytics, Accounting, Financial Analysis, Microsoft Word, PowerPoint, Morningstar, Auditing, Microsoft Office, Leadership, Access, Outlook, Data Entry, Portfolio Management
Education
North Park University 2008 — 2012
Bachelor of Science (BS), Business/Managerial Economics
Covenant Trust Company August 2011 - Present
American Asset Management Services April 2006 - January 2011
Skills
Writing, Editing, Database Administration, Copy Editing, Blogging, Social Networking, Social Media, Outlook, Microsoft Excel, Microsoft Office, Data Entry, Microsoft Word, Customer Service, PowerPoint, Newsletters, Proofreading, Content Management, Online Research, Creative Writing, Event Planning, Teaching
Education
North Park University 2003 — 2006
Bachelor's, English, Secondary Education
Northeastern Illinois University 2000 — 2002
English
Metropolitan Capital Bank & Trust May 2014 - Present
Metropolitan Capital Bank & Trust May 2014 - December 2014
American Homeowner Preservation, LLC September 2013 - May 2014
Covenant Trust Company January 2013 - May 2013
Jonny Stax Presents 2012 - 2012
North Park University January 2010 - May 2011
Skills
Microsoft Office, Public Speaking, Finance, International Finance, Portfolio Management, Investments, Financial Accounting, Management, Macroeconomics, Microeconomics, Microsoft Excel, Microsoft Word, Outlook, Financial Analysis, Teamwork, Leadership, Project Management, Nonprofits, Economics, Data Analysis
Education
North Park University 2013 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services
North Park University 2009 — 2013
B.S, Business and Economics; Finance
Rosary Sisters High School 1997 — 2009
Heritage Financial Services, LLC January 2015 - Present
Fidelity Family Office Services July 2012 - October 2013
Covenant Trust Company October 2011 - October 2012
Family Navigation Strategies, LLC April 2010 - July 2012
JPD Family Office August 2008 - August 2010
New England Health Imaging (Sold to AIQ in Nov. 2007) March 2005 - July 2008
Fidelity Management Trust Company 2002 - 2005
Wit SoundView Group 1999 - 2001
Skills
Leadership, Competitive Analysis, Business Planning, Family Office, Wealth Management..., Business Strategy, Strategic Planning, Family Business, Governance, Financial Analysis, Asset Allocation, Entrepreneurship, Marketing Communications, Leadership Development, Strategic Planning..., Private Wealth..., NextGen, Strategic Consulting, Process Consulting, Business Analysis, Market Analysis, Marketing Strategy, Team Oriented, Mentoring, Innovative Thinking, Creative Problem Solving, Relationship Development
Education
University of Pennsylvania - The Wharton School 2009 — 2009
Private Wealth Management Certificate
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2007
Master of Business Administration (M.B.A.)
University of New Hampshire 1994 — 1998
Bachelor of Arts (B.A.), Communication (Concentration in Business)
Covenant Trust Company May 2013 - Present
Thrivent Financial for Lutherans May 2011 - June 2012
Navisis Financial 2012 - 2012
North Park University 2009 - 2011
Northwestern Mutual May 2010 - December 2010
Skills
Series 7, Financial Analysis, Finance, Investments, Portfolio Management, Asset Allocation, Strategic Financial..., Financial Modeling, Sales, Asset Management, Management, Series 63, Mutual Funds, Retirement Planning, Securities, Microsoft Office
Education
North Park University 2007 — 2011
Bachelor of Science, Business & Econ. Concentration in Management
NAI Hiffman June 2014 - Present
The Koza Group, LLC March 2014 - June 2014
Covenant Trust Company May 2013 - July 2013
Education
North Park University 2012 — 2014
Bachelor's Degree, Accounting
IMA Institute of Management Accountants May 2014 - Present
Covenant Trust Company May 1999 - Present
North Park University September 1991 - May 1999
North Park University March 1990 - September 1991
Moody Bible Institute July 1979 - January 1990
Skills
Accounting, Accounts Payable, Financial Reporting, General Ledger, Accounts Receivable, Account Reconciliation, Financial Accounting, Financial Analysis, Managerial Finance, Microsoft Excel, Accpac, Outlook, Microsoft Word, Financial Statements, PGCalc GiftWrap 4.0, CMA, Finance, Auditing, Payroll, Acoustic Guitar, Bookkeeping, Invoicing, Nonprofits, QuickBooks, Sage 300 ERP, Sage FAS, Infovisa maui
Education
North Park University 1994 — 1996
MBA
North Park University - School of Business and Nonprofit Management 1994 — 1996
1996, MBA
North Park University 1991 — 1993
BA, Accounting
North Park University 1976 — 1979
BA, Mathematics
Westfield State College 1975 — 1976
None
Westfield High School 1971 — 1975
Covenant Trust Company January 2000 - Present
Skills
Newsletters, Copywriting, Social Networking, Blogging, Marketing Communications, Media Relations, Marketing, Social Media Marketing, Integrated Marketing, Event Planning, Social Media, Marketing Strategy, Microsoft Word, Financial Services, Public Relations, Microsoft Office
Education
Calvin College
Pine Rest School of Nursing, Michigan
LPN, Practical Nursing, Vocational Nursing and Nursing Assistants
Self Employed 2004 - Present
Covenant Trust Company 1988 - 2015
Skills
Nonprofits, Budgets, Organizational..., Fundraising, Volunteer Management, Community Outreach, Staff Development, Public Speaking, Leadership Development, Leadership, Program Development, Workshop Facilitation, Preaching, Conflict Resolution, Strategic Planning
Education
Loyola University of Chicago 2001 — 2005
MPS
Institute of Spiritual Companionship 2002 — 2004
North Park University
BA
Northwestern University - Kellogg School of Management
MBA
Discover Financial Services November 2014 - January 2015
Covenant Trust Company August 2007 - April 2013
Covenant Trust Company August 2007 - March 2013
Best Buy Inc January 2004 - January 2007
Moody Bible Institute July 1995 - September 2006
Moody Bible Institute January 2000 - January 2006
Skills
Compliance, Microsoft Office, Excel, Internal Audit, Internal Controls, Auditing, Risk Management, External Audit, Account Reconciliation, Finance, Corporate Governance, Microsoft Excel, Financial Reporting, Banking, Financial Analysis, Financial Risk, Accounting
Education
Cannon 2007 — 2008
Moody Bible Institute 1991 — 1995
B.A., Theology
MIS IT Audit School
Moody Bible Institute
Bachelor of Arts
Covenant Trust Company October 2010 - Present
Nelson's Scandinavia January 2008 - September 2010
St. Philip Lutheran School September 2006 - April 2008
McGaw YMCA May 2007 - August 2007
Skills
Management, Human Resources, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Strategic Financial..., Financial Analysis, Healthcare, Investments, Portfolio Management, Mutual Funds
Education
North Park University 2004 — 2008
B.S., Business and Economics
Covenant Trust Company September 2001 - Present
Education
North Park University 1969 — 1973
BA, History/Economics
Covenant Trust Company November 2010 - Present
Wayne Hummer Trust Company October 1999 - October 2010
Skills
Investments, Portfolio Management, Asset Management, Financial Analysis, Wealth Management, Banking, Risk Management, Finance, Financial Planning, Mutual Funds, Equities, Asset Allocation, Investment Management, Retirement Planning, Securities
Education
Rutgers, The State University of New Jersey-Newark 1990 — 1994
Master of Arts (M.A.), Liberal Arts and Sciences/Liberal Studies
North Park University 1977 — 1981
Bachelor of Arts (B.A.), Psychology
Covenant Trust Company August 2011 - Present
Panera Bread August 2009 - August 2011
McDonald's Corporation 2006 - August 2009
Education
North Park University 2007 — 2011
Bachelors of Science, Business and Economics. Concentration: Accounting
Covenant Trust Company 2002 - Present
Midwestern Auto Trim 1991 - 2010
Covenant Trust Company 1997 - 2002
Krupp Realty & Development 1988 - 1991
Krupp Realty Company 1987 - 1988
American Residential Properties 1985 - 1987
Balcor/American Express 1982 - 1985
Skills
Management, Analysis, Finance, Investments, Portfolio Management, Networking, Property Management, Microsoft Office, Outlook
Education
Keller Graduate School of Management of DeVry University 1981 — 1982
MBA
North Park University 1976 — 1980
BA, Business Administration
Covenant Trust Company February 2015 - Present
Mount Miguel Covenant Village September 2000 - January 2015
Mount Miguel Covenant Village June 1989 - September 2000
Skills
Non-profit..., Sales, Advertising, Event Planning, Leadership, Public Relations, Public Speaking, Program Management, Healthcare, Strategic Planning, Fundraising, Account Management, Marketing, Training, Team Building, Community Outreach, Customer Service, Nonprofits
Education
San Diego State University-California State University 1986 — 1988
Master's degree, Public Health/ Health Services Administration
University of California, San Diego 1982 — 1986
Bachelor of Arts (B.A.), Economics